Mga Batayang Estadistika
| Pemilik Institusional | 416 total, 416 long only, 0 short only, 0 long/short - change of 0.97% MRQ |
| Alokasi Portofolio Rata-rata | 0.6367 % - change of -7.14% MRQ |
| Saham Institusional (Jangka Panjang) | 80,620,783 (ex 13D/G) - change of 3.05MM shares 3.93% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 3,852,193 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF (US:LMBS) memiliki 416 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 80,620,783 saham. Pemegang saham terbesar meliputi Morgan Stanley, LPL Financial LLC, Wells Fargo & Company/mn, UBS Group AG, Raymond James Financial Inc, Royal Bank Of Canada, Cetera Investment Advisers, Bank Of America Corp /de/, First Trust Advisors Lp, and Berger Financial Group, Inc .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF (NasdaqGM:LMBS) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 49.80 / share. Previously, on September 6, 2024, the share price was 49.31 / share. This represents an increase of 0.98% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 57 | 0.00 | 3 | 0.00 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 210,826 | -5.58 | 10,385 | -5.38 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 335 | 0.00 | 17 | 0.00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 69,401 | 264.71 | 3,419 | 265.56 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 6,413 | -0.16 | 316 | 0.00 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 725 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,545,708 | -2.47 | 125,402 | -2.28 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 137,391 | -2.02 | 6,770 | -1.80 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 10,551 | 520 | ||||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 103,255 | -42.29 | 5,086 | -42.17 | ||||
| 2025-08-07 | 13F | PFG Advisors | 13,622 | -13.09 | 671 | -12.86 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 20,408 | 54.88 | 1,005 | 55.33 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 448,261 | -3.10 | 22,081 | -2.91 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 10,032 | 3.19 | 494 | 3.56 | ||||
| 2025-04-21 | 13F | ERn Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 8,000 | 0.00 | 394 | 0.25 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 13,325 | 9.63 | 656 | 9.88 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 48,354 | 6.59 | 2,382 | 6.77 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 441,694 | 0.87 | 21,758 | 1.07 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 60,981 | 0.47 | 3,004 | 0.67 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 8,762 | 432 | ||||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 236,607 | -6.39 | 11,702 | -4.90 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 4,107 | 202 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 265,854 | -0.48 | 13,096 | -0.28 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 77,089 | -3.11 | 3,797 | -2.91 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 333,039 | 8.14 | 16,406 | 8.36 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 4,162 | 0.00 | 205 | 0.49 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 6,107 | 0.08 | 301 | 0.33 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 46,102 | 0.01 | 2,271 | 0.22 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 10,542,980 | 13.98 | 519,347 | 14.21 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 269,441 | 2.50 | 13,273 | 2.70 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 4,254 | 0.00 | 210 | 0.00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 11,814 | 582 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 151,651 | -22.79 | 7,470 | -22.39 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 247,518 | -1.95 | 12,193 | -1.76 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 945,768 | -5.07 | 47 | -4.17 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 13,078 | 4.32 | 644 | 4.55 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 26,838 | -13.34 | 1,322 | -13.14 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 38,220 | -7.42 | 2 | -50.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 13,455 | -28.01 | 663 | -27.17 | ||||
| 2025-04-09 | 13F | Gradient Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 4,602 | 0.88 | 227 | 0.89 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 7,604 | 375 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 93,797 | -40.17 | 4,613 | -39.85 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 19,500 | 101.03 | 961 | 101.68 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 23,018 | -5.29 | 1,134 | -5.11 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 407,129 | 0.62 | 20,055 | 0.83 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 101,800 | 68.63 | 5,015 | 68.99 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 28,539 | -0.20 | 1,406 | 0.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 970,436 | 4.52 | 47,804 | 4.73 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 549,755 | -13.18 | 27,081 | -13.00 | ||||
| 2025-04-30 | 13F | Fundamentun, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 305,634 | 139.44 | 15,056 | 139.92 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 14,937 | -4.09 | 736 | -3.92 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 77,343 | -28.31 | 3,810 | -28.17 | ||||
| 2025-07-17 | 13F | City Holding Co | 53,715 | 2.16 | 2,645 | 2.36 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 284 | -5.02 | 14 | -7.14 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 503,106 | -5.47 | 24,783 | -5.27 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4,618 | 0.11 | 227 | 0.44 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 249,146 | 3.79 | 12,273 | 4.00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 5,563 | -3.55 | 274 | -3.18 | ||||
| 2025-08-14 | 13F | Betterment LLC | 6,674 | 11.36 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 19,193 | 4.49 | 945 | 4.65 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 37,781 | -0.49 | 1,861 | -0.27 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 25,770 | 33.04 | 1,269 | 33.30 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 15,148 | -1.63 | 746 | -1.45 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 5,761 | 284 | ||||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 15,640 | -2.45 | 770 | -2.28 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 170,698 | -9.42 | 8,409 | -8.32 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 100,919 | 8.16 | 4,971 | 8.40 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 34,211 | 0.00 | 1,685 | 0.24 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 48,119 | 1.21 | 2,370 | 1.41 | ||||
| 2025-04-10 | 13F | Clarus Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 13,426 | 0.00 | 661 | 0.15 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 60,687 | -0.89 | 2,989 | -0.70 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 17,979 | -0.06 | 886 | 0.11 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 40,984 | -3.07 | 2,019 | -2.89 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 7,760 | 0.00 | 382 | 0.26 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 128,132 | 6.07 | 6,312 | 6.28 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 309,900 | 7.08 | 15,266 | 7.30 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1,864 | 1.08 | 92 | 1.11 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 991,200 | 2.15 | 48,827 | 2.35 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 37,568 | -5.02 | 1,851 | -4.84 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 7,301 | -3.14 | 360 | -2.97 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 11,096 | 0.21 | 547 | 0.92 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 277,213 | -6.10 | 13,655 | -5.91 | ||||
| 2025-05-15 | 13F | London & Capital Asset Management Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4,643 | 0.11 | 229 | 0.44 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 17,150 | 15.06 | 845 | 15.30 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1,778 | 0.28 | 88 | 1.16 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 17,475 | -2.24 | 861 | -2.05 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 35,550 | 10.22 | 1,751 | 10.47 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 250 | 0 | ||||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 17,654 | -16.53 | 870 | -16.36 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 37 | 0.00 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 148,462 | -12.35 | 7,313 | -12.18 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 37,789 | 30.68 | 1,861 | 30.96 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 310,700 | -0.52 | 15,305 | -0.32 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 152,694 | 75.43 | 7,508 | 75.48 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5,180,190 | 1.88 | 255,176 | 2.09 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 14,530 | -1.49 | 716 | -1.38 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 21,895 | -25.93 | 1,079 | -25.81 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3,330 | -30.35 | 164 | -30.21 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 17,580 | 2.03 | 866 | 2.13 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 36,861 | -26.24 | 1,816 | -26.10 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 736,493 | 3.41 | 36,014 | 3.35 | ||||
| 2025-08-11 | 13F | Chiron Capital Management, Llc | 7,543 | 0.00 | 372 | 0.27 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16,186 | 797 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 5,020 | 247 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 29,114 | 1.08 | 1,431 | 1.35 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,841,616 | 7.52 | 90,718 | 7.74 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 151,083 | -20.29 | 7,442 | -20.12 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 5,285 | 0.00 | 260 | 0.39 | ||||
| 2025-04-03 | 13F | Central Pacific Bank - Trust Division | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 14,544 | -1.48 | 716 | -1.24 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 207 | 0.00 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 361,143 | 92.47 | 17,788 | 89.71 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 52,081 | -0.60 | 2,566 | -0.39 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 4,554 | -8.55 | 224 | -8.20 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 755,493 | 1.27 | 37,216 | 1.48 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 93,437 | 4,603 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 90,215 | -26.84 | 4,444 | -26.71 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 18,040 | 1.17 | 889 | 1.37 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 6,540 | 0.00 | 322 | 0.31 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Davidson Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 29,946 | -2.94 | 1,475 | -2.70 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 27,680 | -0.44 | 1,364 | -0.22 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 4,669 | -5.39 | 230 | -4.96 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 357,186 | 1.35 | 17,595 | 1.56 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 18,932 | 2.99 | 933 | 3.21 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 73,950 | -21.91 | 3,643 | -21.76 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 52,797 | 7.08 | 2,601 | 7.30 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 85,195 | 9.88 | 4,197 | 10.10 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 363,206 | 104.02 | 17,892 | 104.45 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 54,223 | 12.27 | 2,671 | 12.51 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 13,443,257 | 4.30 | 662,215 | 4.51 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 146,582 | 1.88 | 7,221 | 2.09 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Moneywise, Inc. | 5,058 | 0.44 | 249 | 0.81 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 121,814 | -28.80 | 6,001 | -28.66 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 261,446 | -2.30 | 12,879 | -2.11 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 562 | -10.08 | 28 | -10.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,097 | 32.97 | 54 | 35.00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 6,049 | 0.72 | 298 | 0.68 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 18,407 | 4.77 | 907 | 4.98 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 5,221 | 0.00 | 257 | 0.39 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 29,419 | -6.27 | 1,449 | -6.03 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 38,572 | 3.29 | 1,900 | 3.54 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 56 | 0.00 | 3 | 0.00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 6,728 | -75.22 | 331 | -75.19 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 5,195 | 0.08 | 256 | 0.00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 344,472 | -7.29 | 16,969 | -7.10 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 260 | 0.00 | 13 | 0.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 54,529 | 52.66 | 2,686 | 53.05 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 27,094 | 7.34 | 1,335 | 7.58 | ||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 395,350 | 1.30 | 19,475 | 1.50 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 2,173 | -29.86 | 107 | -29.61 | ||||
| 2025-07-16 | 13F | American National Bank | 279 | 0.00 | 14 | 0.00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 10,977 | -12.11 | 541 | -12.05 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 25,832 | -4.55 | 1,272 | -4.36 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 115,343 | 1.94 | 5,682 | 2.14 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 7,409 | -7.88 | 365 | -7.85 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 52,832 | 4.58 | 2,603 | 4.79 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 255 | 0.00 | 13 | 0.00 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 10,315 | 3.65 | 508 | 3.89 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 17,445 | 859 | ||||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 10,416 | -1.58 | 513 | -1.35 | ||||
| 2025-06-25 | NP | HISF - First Trust Strategic Income ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 141,467 | 4.96 | 6,946 | 5.74 | ||||
| 2025-08-08 | 13F | Creative Planning | 13,423 | -23.99 | 661 | -23.85 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 111,893 | 13.53 | 5,512 | 13.77 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 21,300 | -12.84 | 1,049 | -12.66 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6,409 | -0.93 | 316 | -0.94 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 132,430 | -0.54 | 6,524 | -0.34 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 421 | 0.00 | 21 | 0.00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 9,931 | 489 | ||||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 4,351 | 214 | ||||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 4,487 | 221 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 250,800 | -22.64 | 12,354 | -22.48 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 31,722 | -3.36 | 1,563 | -3.16 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4,323 | 15.90 | 213 | 15.85 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 43,810 | -6.68 | 2,158 | -6.46 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 82,836 | 130.97 | 4,077 | 131.20 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 42,033 | 55.78 | 2,067 | 55.81 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 153,274 | -2.08 | 7,550 | -1.87 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 103 | 0.00 | 5 | 0.00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 4,602 | -13.15 | 227 | -13.08 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 697,393 | -1.25 | 34,354 | -1.05 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 1,596 | 133.67 | 78 | 136.36 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4,435 | 218 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 4,645 | 1.02 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 325,317 | 4.55 | 16,025 | 4.76 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 32,976 | -13.39 | 1,622 | -13.31 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 327 | 16 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5,792 | 32.27 | 285 | 32.56 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 206,962 | 1.43 | 10 | 0.00 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 5,237 | 0.00 | 258 | 0.00 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 9,902 | 0.00 | 488 | 0.21 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 176,778 | 1.80 | 8,708 | 2.01 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 8 | -99.39 | 0 | -100.00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 223 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 190,158 | -1.57 | 9,367 | -1.37 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 16,122 | 794 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 133,821 | 3.78 | 6,592 | 4.01 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 38,446 | 27.63 | 1,894 | 27.91 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 249,853 | 0.23 | 12,308 | 0.43 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 203,702 | -0.16 | 10,034 | 0.05 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 345,385 | -0.01 | 17 | 6.25 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 46,945 | -2.61 | 2,308 | -1.66 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 16,475 | 0.61 | 812 | 0.87 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4,586 | -15.47 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 54,953 | 2,707 | ||||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 8,824 | -1.59 | 434 | -1.36 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 6,677 | 0.13 | 329 | 0.31 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 15,320 | 29.21 | 755 | 30.68 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 5,414 | -96.23 | 267 | -96.23 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 45,330 | -19.21 | 2,233 | -19.07 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 9,044 | -4.89 | 446 | -4.71 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 27,759 | 2.66 | 1,367 | 2.86 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 115,777 | 3.58 | 5,703 | 3.80 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 42,202 | 2.18 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 4,925 | 0.00 | 243 | 0.00 | ||||
| 2025-05-06 | 13F | JPL Wealth Management, LLC | 25,642 | 1,237 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 130,703 | -3.41 | 6,438 | -3.22 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 8,762 | -2.50 | 432 | -2.27 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11,956 | 15.73 | 589 | 15.98 | ||||
| 2025-05-06 | 13F | Kovack Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8,308 | -3.71 | 409 | -3.54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 8,513 | 0.00 | 419 | 0.24 | ||||
| 2025-04-16 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 72,344 | 0.81 | 3,564 | 1.02 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 32,869 | 266.07 | 1,619 | 267.12 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 126,722 | 2.10 | 6,242 | 2.31 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 67,607 | 2.11 | 3,330 | 2.34 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 40,681 | -28.09 | 2,004 | -27.24 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 42,269 | 598.20 | 2,082 | 601.01 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8,797 | 0.13 | 433 | 0.46 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 484 | -10.04 | 24 | -11.54 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 175,600 | 8,650 | ||||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 66,661 | 11.36 | 3,284 | 11.59 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 850,960 | 25.95 | 41,928 | 26.19 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 42,341 | -6.50 | 2,086 | -6.33 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6,011 | -26.64 | 296 | -26.37 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 400 | 0.00 | 20 | 0.00 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 9,757 | -15.94 | 481 | -15.79 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 5,812 | -38.66 | 286 | -38.63 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7,395 | -27.89 | 364 | -27.78 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 833,495 | 4.69 | 41,058 | 4.90 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 39,084 | -22.23 | 1,925 | -22.06 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 21,729 | -0.81 | 1,070 | -0.56 | ||||
| 2025-07-16 | 13F | Novem Group | 4,208 | -1.31 | 207 | -0.96 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13,993 | 29.30 | 689 | 29.51 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 4,227 | 208 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 115,143 | -17.06 | 5,672 | -16.90 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 234,894 | -0.30 | 11,571 | -0.09 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 93,815 | -33.91 | 4,621 | -33.78 | ||||
| 2025-07-25 | NP | LDSF - First Trust Low Duration Strategic Focus ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 878,118 | 5.00 | 42,940 | 4.48 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 4,652 | -8.71 | 229 | -8.40 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 306,127 | -0.90 | 15,080 | -0.70 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | TFB Advisors LLC | 19,745 | 10.92 | 973 | 11.09 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 5,936 | 0.00 | 292 | 0.34 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 32,303 | -17.79 | 1,588 | -17.76 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 28,364 | -1.01 | 1,397 | -0.78 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,530 | -11.15 | 174 | -11.28 | ||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 8 | 0.00 | 0 | |||||
| 2025-07-01 | 13F | Private Client Services, Llc | 6,386 | -10.45 | 315 | -10.29 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 221,383 | -2.65 | 11 | -9.09 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3,220 | 0.00 | 159 | 0.00 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 71,134 | -1.09 | 3,504 | -0.88 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 15,137 | -7.01 | 746 | -6.87 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 23,710 | -92.36 | 1,168 | -92.35 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 14,366 | 146.80 | 708 | 147.20 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 59,543 | 8.90 | 2,933 | 9.11 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 18,271 | -4.82 | 900 | -4.56 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 53,330 | 7.20 | 2,627 | 7.44 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 123,211 | -36.68 | 6,069 | -36.56 | ||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Platform Technology Partners | 7,827 | 0.00 | 386 | 0.26 | ||||
| 2025-07-31 | 13F | Shaker Investments Llc/oh | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 8,220 | -2.49 | 407 | -1.93 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 4,735 | 2.18 | 233 | 2.64 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 15,976 | -0.21 | 786 | 1.29 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 211,028 | -2.50 | 10,395 | -2.29 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 38,148 | -14.96 | 1,879 | -14.78 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 40,555 | 18.33 | 1,998 | 18.59 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 65,000 | -23.85 | 3,202 | -23.71 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 12,376 | 0.55 | 609 | 0.50 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 126,516 | -7.11 | 6,232 | -6.92 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Condor Capital Management | 50,668 | -0.14 | 2,496 | 0.04 | ||||
| 2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 64,272 | 1.64 | 3,166 | 1.87 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 6,683 | -1.56 | 329 | -1.20 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 400 | 0 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 19,823 | 3.02 | 976 | 3.28 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 194,782 | -4.11 | 9,595 | -3.93 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 8,976 | 1.14 | 442 | 1.38 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 8,289 | -3.29 | 408 | -3.09 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Impact Partnership Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 127,359 | -24.60 | 6,274 | -24.46 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 26,585 | -66.92 | 1,310 | -66.70 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 6,769 | -0.56 | 333 | -0.30 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 105,213 | 7.26 | 5,183 | 7.47 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 104,881 | 1.47 | 5,166 | 1.67 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 113,939 | -13.46 | 5,613 | -13.29 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 127,903 | 7.52 | 6,283 | 7.44 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 46,010 | -4.45 | 2,266 | -4.27 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 262 | 0.00 | 13 | 0.00 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 4,995 | -2.02 | 246 | -1.60 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 16,635 | 1.46 | 819 | 1.61 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 1,900 | 0.00 | 94 | 0.00 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 156,777 | 2.41 | 7,723 | 2.60 | ||||
| 2025-07-25 | NP | LALT - First Trust Multi-Strategy Alternative ETF | 25,235 | 1,112.06 | 1,234 | 1,145.45 | ||||
| 2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 2,565 | 126 | ||||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 4,195 | -37.48 | 207 | -37.39 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 116 | 0.87 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 35 | 0.00 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 117,644 | 5,795 | ||||||
| 2025-07-23 | 13F | Friedenthal Financial | 70,053 | -54.54 | 3,451 | -54.46 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 24,346 | 115.66 | 1,199 | 116.43 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 11,266 | -6.02 | 555 | -5.94 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 341,217 | -0.72 | 16,808 | -0.51 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 993 | -12.36 | 49 | -12.73 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 422,450 | 2.47 | 20,810 | 2.68 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,595,511 | 5.43 | 177,115 | 5.65 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 6,751 | 0.00 | 333 | 0.30 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 77 | 0.00 | 4 | 0.00 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 5,749 | -0.38 | 283 | 0.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 604 | 113.43 | 29 | 123.08 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 445,675 | -4.83 | 22 | -8.70 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 188,581 | -4.86 | 9,289 | -4.66 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 1,718 | -2.55 | 85 | -2.33 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 26,127 | 79.88 | 1,287 | 80.11 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 453,087 | 4.02 | 22,319 | 4.24 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 5,150 | 1.02 | 254 | 1.20 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 131,300 | -13.81 | 6,468 | -13.65 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 88,080 | -0.69 | 4,339 | -0.48 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2,746 | 0.00 | 135 | 0.75 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 24,671 | 0.00 | 1,215 | 0.25 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 35,852 | 2 | ||||||
| 2025-07-23 | 13F | Laraway Financial Inc | 9,093 | -5.76 | 448 | -5.70 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 80,532 | -1.44 | 4 | -25.00 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 16,810 | -0.01 | 828 | 0.24 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 766 | -36.75 | 38 | -37.29 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 4,228 | 2.45 | 208 | 2.97 | ||||
| 2025-05-14 | 13F | REAP Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 199,464 | -5.63 | 9,826 | -5.44 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 11,500 | 0.00 | 566 | 0.18 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 17,061 | 840 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 9,343 | 459 | ||||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 305 | 15 | ||||||
| 2025-07-30 | 13F | Patten Group, Inc. | 41,085 | 4.35 | 2,024 | 4.55 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 51,739 | -54.36 | 2,548 | -54.28 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 443,337 | -13.65 | 21,849 | -13.47 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 9,052 | -4.26 | 446 | -4.09 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 18,477 | -21.56 | 910 | -21.42 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 81,655 | 2.36 | 4,022 | 2.58 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 81,086 | 40.74 | 3,994 | 41.03 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 106,401 | 18.53 | 5,241 | 18.76 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 16,010 | 0.40 | 1 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 8,530 | 6.07 | 420 | 6.33 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 23,782 | 7.56 | 1,172 | 7.83 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 12,126 | 8.22 | 597 | 8.55 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 224,226 | 32.41 | 11,045 | 32.67 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 25,697 | -26.16 | 1,266 | -26.02 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 8,659 | 8.78 | 427 | 8.95 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6,745 | -9.22 | 332 | -9.04 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 46,536 | -2.44 | 2,302 | -1.83 | ||||
| 2025-05-01 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 321,449 | 5.93 | 15,835 | 6.15 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 307,531 | 10.21 | 15,149 | 10.43 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 4,527 | 2.12 | 223 | 2.76 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5,069 | 0.00 | 250 | 0.00 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 263,224 | -7.57 | 12,966 | -7.39 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 369,039 | -25.76 | 18,142 | -25.09 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 633 | 497.17 | 31 | 520.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4,963,965 | 20.21 | 244,525 | 20.45 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 13,299 | -4.95 | 655 | -4.66 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 100 | 5 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 261,445 | -44.96 | 12,879 | -44.85 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 196,329 | 9,671 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,102 | -74.34 | 251 | -74.31 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 4,226 | 0.00 | 208 | 0.48 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 6,700 | 34.00 | 330 | 34.69 | |||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 172,059 | 0.48 | 8,476 | 0.69 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 42,589 | -32.12 | 2,098 | -32.00 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 134,552 | 0.77 | 6,628 | 0.98 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 58,923 | -13.43 | 2,903 | -13.27 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 299,341 | 0.08 | 14,746 | 0.29 | ||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 14,544 | -7.94 | 716 | -7.73 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 60,565 | 43.95 | 2,978 | 44.23 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 5,302 | 261 | ||||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 4,904 | -1.25 | 242 | -1.23 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 925 | 46 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 14,186 | 1.60 | 1 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 19,455 | -9.88 | 958 | -9.71 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 252,052 | 11.44 | 12,416 | 11.66 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 178,915 | -1.63 | 8,813 | -1.42 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 4,485 | 0.00 | 222 | 0.45 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,364 | 67 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 1,103,235 | 11.45 | 54,345 | 11.68 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 506,206 | 1.83 | 24,936 | 2.04 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 78,056 | -9.51 | 3,845 | -9.32 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 638 | 31 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 469,605 | 3.17 | 23,133 | 3.38 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 10,603 | -7.84 | 522 | -7.61 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 27,827 | 6.27 | 1,371 | 6.45 | ||||
| 2025-05-14 | 13F | Rede Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 46,587 | 81.26 | 2,295 | 81.63 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 10,861 | -1.78 | 535 | -1.47 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 49,077 | 15.95 | 2,418 | 16.99 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 103,587 | 0.08 | 5,103 | 0.29 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 825 | 0.00 | 41 | 0.00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 5,252 | 23.78 | 259 | 24.04 | ||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 10,090 | -62.41 | 497 | -62.32 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 8,569 | 54.76 | 422 | 54.78 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 24,758 | 1,220 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 11,739 | 18.18 | 578 | 18.44 | ||||
| 2025-07-28 | 13F | Essex LLC | 5,081 | -2.16 | 250 | -1.96 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 5,657 | 23.41 | 279 | 23.56 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 6,561 | -69.95 | 323 | -69.90 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 11,358 | 235.44 | 559 | 236.75 | ||||
| 2025-05-05 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Holistic Financial Partners | 4,528 | -57.32 | 223 | -57.20 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 61 | 3 | ||||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 4,007 | -18.80 | 197 | -18.60 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 | 0.00 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5,657 | 279 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6,887 | -51.98 | 338 | -51.78 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,630,521 | 18.01 | 80,319 | 18.24 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 18,058 | 890 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 19,299 | -14.49 | 951 | -14.34 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 305 | -39.60 | 15 | -37.50 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 298,480 | -1.32 | 14,640 | -0.93 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 8,788 | -87.93 | 433 | -87.93 | ||||
| 2025-04-24 | 13F | Cambridge Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 16,475 | 812 | ||||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 312,260 | 1.80 | 15,380 | 2.00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 775,525 | 4.51 | 38,202 | 4.72 |
