Mga Batayang Estadistika
| Pemilik Institusional | 476 total, 476 long only, 0 short only, 0 long/short - change of -2.65% MRQ |
| Alokasi Portofolio Rata-rata | 0.5439 % - change of -7.11% MRQ |
| Saham Institusional (Jangka Panjang) | 175,235,421 (ex 13D/G) - change of -2.57MM shares -1.44% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 5,881,667 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF (US:SDVY) memiliki 476 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 175,235,421 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Morgan Stanley, Raymond James Financial Inc, Wells Fargo & Company/mn, Bank Of America Corp /de/, UBS Group AG, Royal Bank Of Canada, Cetera Investment Advisers, Capital Investment Advisors, LLC, and Stifel Financial Corp .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF (NasdaqGM:SDVY) 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 38.28 / share. Previously, on September 9, 2024, the share price was 34.19 / share. This represents an increase of 11.96% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-13 | 13F | CacheTech Inc. | 6,310 | 0.00 | 211 | -6.64 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 16,921 | -3.05 | 597 | 2.05 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 42,278 | 0.90 | 1,492 | 6.27 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 29 | 0.00 | 1 | |||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 11,086 | 4.83 | 391 | 10.45 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1,610 | 0.00 | 57 | 5.66 | ||||
| 2025-07-22 | 13F | Partners Wealth Management, Llc | 26,174 | 0.00 | 882 | 0.68 | ||||
| 2025-05-12 | 13F | Beaumont Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 9,666 | 20.60 | 350 | 39.04 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 2,139 | 0.00 | 75 | 5.63 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 3,376,574 | 8.99 | 119,126 | 14.78 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 788 | -54.21 | 28 | -52.63 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 421,640 | 4.09 | 14,875 | 9.62 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 17,714 | -0.88 | 625 | 4.35 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Main Street Group, LTD | 200 | 0.00 | 7 | 16.67 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 71,975 | -29.80 | 2,539 | -26.06 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 19,015 | -64.75 | 671 | -62.92 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 6,788 | 4.90 | 239 | 10.65 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,835,642 | 472.85 | 100,041 | 503.31 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 68,145 | 2.48 | 2,404 | 7.95 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 104,824 | 4.92 | 3,698 | 10.49 | ||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 8,103 | -38.60 | 286 | -35.52 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 357,793 | 29.32 | 13 | 33.33 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 51,269 | 48.95 | 1,809 | 56.81 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 586,154 | -15.47 | 20,694 | -10.95 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 23,536,432 | 0.69 | 830,365 | 6.05 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 21,475 | 0.00 | 758 | 5.29 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 132,254 | 0.08 | 4,666 | 5.38 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 65,522 | 6.78 | 2,312 | 12.46 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 92,724 | 4.18 | 3,271 | 9.73 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 39 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 247,589 | 20.65 | 8,735 | 27.06 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 387,258 | 40.02 | 13,662 | 47.46 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 9 | -95.38 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 6,867 | -9.18 | 242 | -4.35 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 47,779 | 3.30 | 1,686 | 8.78 | ||||
| 2025-05-14 | 13F | Brown Brothers Harriman & Co | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 18,666 | -91.39 | 659 | -90.94 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 89,447 | -13.05 | 3 | 0.00 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2,890,125 | -1.33 | 102 | 3.06 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 198 | 7 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 181,321 | -2.14 | 6,397 | 3.08 | ||||
| 2025-04-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 67,898 | 6.49 | 2,395 | 12.18 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 860 | 0.35 | 30 | 7.14 | ||||
| 2025-04-14 | 13F | Griffith & Werner, Inc. | 86,177 | 26.72 | 2,887 | 18.42 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Advantage Trust Co | 417,055 | 1.51 | 14,714 | 6.90 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 111,593 | 8.37 | 3,937 | 14.15 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 9,024 | -98.21 | 318 | -98.11 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 41,112 | 0.82 | 1,450 | 1.68 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 8,831 | 2.26 | 312 | 7.61 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 308,708 | -24.80 | 10,891 | -20.80 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 128,748 | 19.05 | 5 | 33.33 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 22,817 | -0.78 | 805 | 4.42 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 92,943 | 9.32 | 3,279 | 15.13 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 60,058 | 3.50 | 2,119 | 9.01 | ||||
| 2025-07-17 | 13F | City Holding Co | 40,275 | 3.18 | 1,420 | 8.65 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 137 | 0.00 | 5 | 0.00 | ||||
| 2025-07-11 | 13F | Brendel Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 7,719 | 0.00 | 272 | 5.43 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 139,377 | 32.78 | 4,917 | 39.85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 20,969 | -53.28 | 740 | -50.83 | ||||
| 2025-03-28 | NP | ASTIX - Astor Dynamic Allocation Fund Class I shares | 76,414 | 0.00 | 2,856 | 3.63 | ||||
| 2025-08-01 | 13F | Bolthouse Investments, LLC | 51,388 | -31.88 | 1,813 | -28.29 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 599,077 | -7.22 | 21,135 | -2.29 | ||||
| 2025-04-16 | 13F | Hoey Investments, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 25,561 | -11.53 | 902 | -6.72 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 80,708 | 3.23 | 2,954 | 16.54 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 1,200 | 42 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 122,183 | 13.22 | 4,311 | 19.23 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 27,684 | 82.68 | 977 | 92.50 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 3,463,545 | -0.46 | 122,195 | 4.83 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,974,264 | -5.06 | 104,932 | -0.01 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 5,786,141 | -1.82 | 204,135 | 3.39 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 51,584 | 10.53 | 1,820 | 16.38 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 33,632 | 47.21 | 1,187 | 55.03 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 8,368 | 0.22 | 295 | -67.04 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 43,738 | -1.17 | 1,543 | 4.12 | ||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 357 | -39.18 | 0 | |||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 8,870 | 0.00 | 313 | 5.05 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 3,050 | -32.97 | 110 | -28.76 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 5,996 | 212 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 8,196 | -6.83 | 289 | -1.70 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 82,114 | -3.92 | 2,897 | -5.42 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 65,515 | 2.46 | 2,311 | 7.89 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 6,719 | 0.00 | 237 | 5.33 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 120,784 | 58.98 | 4,261 | 56.48 | ||||
| 2025-04-29 | 13F | Onyx Bridge Wealth Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 8,178 | 0.00 | 289 | 5.49 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 6,184 | 67.86 | 218 | 77.24 | ||||
| 2025-04-24 | 13F | Mascoma Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 55,249 | 33.31 | 1,949 | 40.42 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 924 | 0.00 | 33 | 6.67 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 21,484 | 8.88 | 772 | 16.27 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3,972,146 | 6.45 | 140,137 | 12.11 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 92,965 | -41.16 | 3,280 | -38.05 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 41,034 | 7.43 | 1,448 | 13.14 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 327 | 37.97 | 12 | 57.14 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 84,821 | -9.73 | 2,992 | -4.93 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 45,340 | -3.00 | 1,600 | 2.17 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 49,853 | 1.86 | 1,759 | 7.26 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 10,952 | -0.16 | 386 | 5.18 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 10,239 | -27.88 | 361 | -24.00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 39,840 | -5.71 | 1,406 | -0.71 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4,046 | -3.37 | 143 | 1.43 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 14,424 | 16.52 | 509 | 26.05 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 19,713,398 | 1.23 | 695,489 | 6.61 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1,790 | -15.41 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 953,881 | -35.60 | 33,653 | -32.18 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 287,565 | -4.20 | 10,145 | 0.90 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11,698 | 109.23 | 413 | 120.32 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,348 | 48 | ||||||
| 2025-07-23 | 13F | Horizon Advisory Services, Inc. | 22,465 | -6.83 | 793 | -1.86 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 30,776 | 0.66 | 1,086 | 5.96 | ||||
| 2025-07-24 | 13F | SLT Holdings LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,269 | 15.76 | 362 | 22.30 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 8,725 | 0.00 | 308 | 5.14 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 13,317 | -9.33 | 470 | -4.67 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 30,655 | -13.39 | 1,081 | -8.78 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 10 | -94.12 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 1,028,128 | 2.56 | 36,272 | 8.01 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 72,137 | 465.78 | 2,545 | 495.78 | ||||
| 2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Accel Wealth Management | 13,062 | 12.53 | 461 | 18.56 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 2,720 | -41.05 | 96 | -38.31 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 218,141 | 19.89 | 7,696 | 26.27 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 667,902 | 40.56 | 23,584 | 48.64 | ||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 5,276,231 | 5.46 | 186,145 | 11.06 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 323,576 | 5.61 | 11,416 | 11.21 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11,972,064 | -9.55 | 422,374 | -4.74 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 188,174 | -71.34 | 6,468 | -68.57 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 24,046 | 0.13 | 848 | 5.47 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 21,831 | -1.37 | 770 | 3.91 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22,514 | 13.83 | 794 | 19.94 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 77,575 | -0.89 | 2,781 | 6.10 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 48,337 | -88.58 | 1,705 | -87.98 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13 | 0 | ||||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 102,815 | 0.73 | 3,627 | 6.08 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 25,158 | 11.26 | 888 | 17.17 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 24,769 | -5.19 | 874 | -0.23 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 3 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 7,300 | 0.00 | 258 | 5.33 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 97,649 | 56.59 | 3,445 | 54.14 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 587,932 | -6.85 | 20,742 | -1.89 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 576 | 20 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 117,181 | 10.11 | 4,134 | 15.99 | ||||
| 2025-05-02 | 13F | Legacy Capital Wealth Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 205,395 | 1.99 | 7,246 | 7.41 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 290,064 | 653.00 | 10,233 | 695.72 | ||||
| 2025-04-30 | 13F | OMNI 360 Wealth, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 22,805 | -0.90 | 805 | 4.42 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 502,386 | -16.30 | 17,724 | -11.85 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 7,616 | 269 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 54,115 | -13.00 | 1,909 | -8.35 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 68,033 | 0.13 | 2,400 | 5.45 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 59,374 | 0.33 | 2,095 | 5.12 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 53,757 | 1,897 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 154,981 | 15.42 | 5,468 | 21.54 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 389,744 | 4.07 | 13,750 | 9.60 | ||||
| 2025-08-14 | 13F | Fmr Llc | 12,370 | -19.41 | 436 | -15.18 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 8,848 | 18.96 | 312 | 25.30 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 160,097 | -11.47 | 5,648 | -6.77 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 59,001 | 1.24 | 2,082 | 6.61 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 60,755 | 339.14 | 1,978 | 299.39 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 74,917 | 0.00 | 2,510 | 0.00 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 1,252 | 0.00 | 44 | 7.32 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 220 | 0.00 | 8 | 0.00 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 378 | 0.00 | 13 | 8.33 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 80,066 | 4.56 | 2,825 | 10.10 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 122,024 | -6.37 | 4,305 | -1.40 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 440,289 | 8.31 | 15,533 | 14.06 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 30,663 | 118.63 | 1 | |||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 42,936 | 1.73 | 1,515 | 7.60 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,555 | -45.29 | 56 | -42.11 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6,534 | 231 | ||||||
| 2025-05-15 | 13F | Paragon Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | 0 | ||||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 131,226 | 28.41 | 4,630 | 35.23 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | ERn Financial, LLC | 7,269 | 0.33 | 256 | 5.79 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 22,210 | 0.00 | 784 | 5.24 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 7,213 | 0.04 | 254 | 5.39 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 59,920 | 7.97 | 2,114 | 13.66 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 20,231 | 21.50 | 714 | 28.01 | ||||
| 2025-05-15 | 13F | IronBridge Private Wealth, LLC | 66,734 | -11.47 | 2,236 | -17.28 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1,474 | 52 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 7,551 | 0 | ||||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 1,200 | 0.00 | 42 | 5.00 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 57,031 | -0.19 | 2 | 100.00 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 5,300 | 0.00 | 187 | 5.08 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 58,292 | 1.30 | 2,057 | 6.69 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 368,711 | 189.95 | 13,008 | 205.42 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 114,963 | 8.31 | 4,056 | 14.06 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 27,514 | 0.00 | 1 | |||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 14,022 | -89.58 | 495 | -89.04 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 90,577 | 3.56 | 3,196 | 9.08 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 12,726 | 449 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 207,167 | 0.00 | 7,309 | 5.30 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 508,235 | 15.68 | 17,931 | 21.83 | ||||
| 2025-08-14 | 13F | Betterment LLC | 38,894 | 52.53 | 1 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 297,205 | 2.66 | 10,485 | 8.12 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 74 | 3 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 226 | 8 | ||||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 264,590 | 26.76 | 9,335 | 33.50 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 412 | -4.63 | 14 | -13.33 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8,609 | 2.07 | 304 | 7.45 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 18,016 | -4.07 | 636 | 0.95 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 17,339 | -23.78 | 612 | -19.82 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 26,446 | 0.71 | 933 | 6.14 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 29,472 | 32.39 | 1,040 | 39.46 | ||||
| 2025-07-16 | 13F | American National Bank | 420 | 15 | ||||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 18,429 | 3.22 | 650 | 8.70 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 166,882 | 30.97 | 5,888 | 37.93 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 11,301 | 8.34 | 399 | 14.04 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 370 | 0.00 | 13 | 8.33 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 57,510 | 8.80 | 2,029 | 14.58 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 178,088 | -17.26 | 6,283 | -12.87 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 19,276 | -14.76 | 680 | -10.17 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 10,492 | 15.65 | 370 | 22.11 | ||||
| 2025-05-15 | 13F | Buckingham Strategic Partners | 0 | -100.00 | 0 | |||||
| 2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 92,680 | 3,288 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1,199 | 0.00 | 42 | 0.00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 92,821 | -0.96 | 3,275 | 4.30 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 12,365 | 55.65 | 436 | 63.91 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 12,245 | 432 | ||||||
| 2025-05-13 | 13F | Knuff & Co LLC | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 13 | 0 | ||||||
| 2025-05-12 | 13F | Prasad Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1,528 | 54 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 2,371,783 | -15.20 | 83,676 | -10.70 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 43,808 | -21.74 | 1,546 | -17.60 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 115,133 | 10.67 | 4,062 | 16.53 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 38,700 | 1,365 | ||||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 962 | 34 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6,104 | 215 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,598,480 | 2.43 | 91,674 | 7.87 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 38,665 | -0.08 | 1,364 | 5.25 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 21,258 | 25.65 | 750 | 32.33 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 721,425 | 20.46 | 25,452 | 26.86 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 36,041 | -0.41 | 1,272 | 4.87 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 15,182 | 20.99 | 536 | 27.38 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 271,747 | -8.65 | 9,587 | -3.79 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 15,862 | 75.14 | 560 | 84.49 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 22,530 | 0.00 | 755 | 0.00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 19,136 | 675 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1,266 | 0.00 | 45 | 4.76 | ||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 30,319 | 106.27 | 1,070 | 117.28 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,614,179 | 5.06 | 57 | 9.80 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 358,188 | 5.14 | 12,637 | 10.73 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 324,002 | 16.00 | 11,431 | 22.15 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 48,440 | 51.73 | 1,709 | 59.78 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 14,098 | 4.61 | 497 | 10.20 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 575,263 | -10.25 | 20,968 | -2.35 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 69,402 | 2,448 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 10,355 | 0.49 | 365 | 5.80 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 44,454 | 1,611 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 9,471 | 2,128.47 | 334 | 2,285.71 | ||||
| 2025-08-14 | 13F | Comerica Bank | 87,635 | -11.62 | 3,092 | -6.93 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 11,588 | 13.63 | 418 | 21.22 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 13,753 | 0.84 | 485 | 6.36 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,722 | 14.95 | 61 | 20.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 36,188 | 15.69 | 1,212 | 8.12 | ||||
| 2025-08-13 | 13F | Breakthru Advisory Services, Llc | 216,531 | 0.00 | 7,254 | 0.00 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 27,092 | 6.92 | 956 | 12.62 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 58,630 | 16.42 | 2,068 | 22.58 | ||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 6,033 | 213 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 177,222 | 1.98 | 6,252 | 7.40 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 9,921 | 5.07 | 350 | 10.44 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 58,517 | 0.31 | 2 | 100.00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 11,508 | 4.75 | 406 | 3.31 | ||||
| 2025-08-08 | 13F | Creative Planning | 9,390 | 31.88 | 331 | 39.08 | ||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 90,660 | 264.70 | 3,198 | 284.38 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Triumph Capital Management | 227,920 | 5.80 | 8,041 | 11.43 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 70,174 | 2.90 | 2,527 | 10.60 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24,946 | 18.28 | 880 | 24.65 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 70,306 | -26.92 | 2,480 | -23.03 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 44,246 | 6.98 | 1,561 | 5.26 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 60,121 | 2,121 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 28,257 | -80.64 | 997 | -79.63 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 32,567 | 120.90 | 1,149 | 132.86 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 86,685 | 5.02 | 3,058 | 10.60 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 48,472 | -47.63 | 1,710 | -44.84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 14,922 | 4.39 | 526 | 10.04 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 23,435 | -8.88 | 1 | |||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 40,943 | -50.16 | 1,444 | -47.51 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 169,391 | 2.79 | 5,976 | 8.26 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 18,659 | -8.67 | 658 | -3.80 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 83,736 | 11.93 | 2,954 | 17.88 | ||||
| 2025-04-23 | 13F | Ferguson Shapiro LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 7,575 | -18.90 | 267 | -14.42 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 5,910 | -64.62 | 209 | -62.79 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 34,735 | 28.61 | 1,225 | 35.51 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 276,140 | 12.55 | 9,742 | 18.53 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 28,856 | -5.02 | 1,018 | 0.10 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 307,056 | -28.57 | 10,833 | -24.78 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 45,383 | 11.81 | 1,601 | 17.81 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 36,937 | -5.60 | 1,303 | -0.53 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 109,078 | -6.32 | 3,848 | -1.33 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7,535 | 31.55 | 266 | 38.74 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,744,843 | 11.15 | 96,848 | 17.05 | ||||
| 2025-07-24 | 13F | Stiles Financial Services Inc | 17,225 | 14.90 | 608 | 20.92 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 36,704 | 0.56 | 1,295 | 5.89 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 6,808 | 245 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 52,787 | 1.60 | 1,862 | 7.01 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 213,476 | -11.77 | 7,531 | -7.08 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1,972 | -89.43 | 70 | -88.96 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 31 | 0.00 | 1 | 0.00 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 127,804 | -0.99 | 4,509 | 4.26 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 40,287 | -4.98 | 1,421 | 0.07 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 197,707 | -47.65 | 6,975 | -44.87 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 67,871 | -20.77 | 2,440 | -14.99 | ||||
| 2025-08-12 | 13F | Quantum Private Wealth, LLC | 8,806 | -10.08 | 311 | -5.49 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 82,343 | -0.81 | 2,905 | 4.50 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 70,270 | -11.08 | 2,479 | -6.35 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 17,242 | 608 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 18,761 | 15.95 | 662 | 21.96 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 2,047 | 0.00 | 72 | 5.88 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,939,333 | 29.85 | 68,420 | 36.75 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 952 | 120.88 | 34 | 135.71 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 20,967 | 40.43 | 740 | 38.13 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 4,850 | 13.98 | 171 | 20.42 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 58,260 | 7.47 | 2,055 | 13.16 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 9,526 | 0.00 | 336 | 5.33 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 8,250 | 0.00 | 291 | 5.43 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 52,207 | 0.55 | 1,842 | 5.87 | ||||
| 2025-05-01 | 13F | Kerntke Otto McGlone Wealth Management Group | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 399,417 | 7.42 | 14,091 | 13.14 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 267,448 | 10.81 | 9,436 | 16.70 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 270,260 | 3.54 | 9,535 | 9.03 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 394,835 | -29.15 | 13,930 | -25.39 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 132 | -79.69 | 5 | -80.95 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 2,747,396 | 3.02 | 96,928 | 8.50 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 93,263 | 8.21 | 3,290 | 13.96 | ||||
| 2025-08-06 | 13F | LeClair Wealth Partners LLC | 127,274 | -9.48 | 4,490 | -4.67 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 10,129 | 0.76 | 357 | 6.25 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 74,422 | -19.55 | 2,626 | -15.27 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 28,224 | 1.40 | 996 | 6.76 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 257,560 | 19.50 | 9,087 | 25.84 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 207,117 | 3.01 | 7,307 | 8.49 | ||||
| 2025-04-29 | 13F | Fairway Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 800 | 0.00 | 28 | 7.69 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 28,879 | 6.79 | 1,019 | 12.36 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 14,501 | 2.02 | 512 | 7.35 | ||||
| 2025-05-01 | 13F | LRI Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 779,069 | 1.92 | 27 | 8.00 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 28,320 | 8.66 | 1,032 | 27.09 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 22,986 | 7.09 | 811 | 12.66 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 558,478 | 5.70 | 19,703 | 11.32 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1,305,901 | 2.90 | 46,072 | 8.37 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 35,439 | 1,250 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12,680 | 7.09 | 457 | 15.15 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 129,779 | 2.42 | 4,579 | 7.87 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 8,425 | -6.16 | 297 | -1.00 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Stegent Equity Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 949 | 0 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 101,325 | -18.86 | 3,575 | -14.56 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 14,658 | -67.53 | 527 | -63.27 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 234,479 | 0.57 | 8,272 | 5.92 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 16,883 | 10.49 | 596 | 16.44 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 20,272 | 0.75 | 715 | 6.08 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 90,145 | -1.52 | 3,180 | 3.72 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 202,011 | -3.31 | 7,127 | 1.81 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 80,342 | 2,834 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 200 | 0.00 | 7 | 16.67 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 8,362 | 0.29 | 295 | 5.38 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 118,009 | 3.58 | 4,163 | 9.09 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 25,853 | 8.70 | 912 | 14.57 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 135,445 | 9.60 | 4,778 | 15.44 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3,137 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 13,750 | 108.52 | 498 | 93.77 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 179,762 | 6.15 | 6,342 | 11.79 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 126,939 | -33.63 | 4,478 | -30.11 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Grove Bank & Trust | 5,500 | -12.14 | 194 | -7.18 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 191,104 | -62.43 | 6,742 | -60.44 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 650,888 | -3.30 | 22,963 | 1.84 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 303,184 | 2.89 | 10,696 | 8.36 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 7,555 | 0.31 | 267 | 5.56 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 73,100 | 3.87 | 2,579 | 9.38 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6,401,958 | -5.15 | 225,861 | -0.11 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 20,368 | 7.05 | 719 | 12.72 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 108,990 | -1.47 | 3,845 | 3.78 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 8,223 | 0.00 | 290 | 5.45 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 130,277 | -2.22 | 4,596 | 2.98 | ||||
| 2025-04-09 | 13F | Milestone Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 66,426 | 3.86 | 2,344 | 9.38 | ||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 86,879 | -5.70 | 2,910 | -11.90 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 12,018,669 | -3.82 | 424,019 | 1.29 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 138,295 | 0.28 | 4,879 | 5.63 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 100 | 0.00 | 4 | 0.00 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 14,097 | -18.09 | 497 | -13.72 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 10,174 | -2.86 | 359 | 2.29 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,265,220 | -0.42 | 44,637 | 4.88 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 218,908 | 7,723 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 456,314 | 4.28 | 16,099 | 9.82 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 215 | 0.00 | 8 | 0.00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 643,785 | -1.65 | 22,713 | 3.58 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 269 | 9 | ||||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 92 | 3 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 28,610 | -0.13 | 1 | |||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 74,700 | -7.79 | 2,635 | -2.88 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 10,260 | 2.92 | 362 | 8.41 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 346,245 | 1.18 | 12,216 | 6.55 | ||||
| 2025-05-09 | 13F | Legacy Capital Group California, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 101,952 | -14.99 | 3,597 | -10.48 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 23,967 | 846 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 96,442 | 14.47 | 3,402 | 20.55 | ||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 16,631 | -30.58 | 598 | -20.82 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 146,001 | 1.94 | 5,151 | 7.34 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 82,303 | 12.11 | 2,904 | 18.06 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 242,835 | -14.65 | 8,579 | -10.00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 17,780 | -10.34 | 627 | -5.57 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 35,503 | 0.60 | 1,253 | 5.92 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 701,789 | 3.50 | 24,759 | 9.00 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 11,916 | 0.02 | 420 | 5.26 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 260,865 | 43.41 | 9,203 | 51.04 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 5,409 | 0.00 | 191 | 4.97 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 6,372 | -5.40 | 225 | -0.44 | ||||
| 2025-04-17 | 13F | Abound Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 5,831 | 206 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 38,931 | -1.84 | 1,373 | 3.39 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Meitav Dash Investments Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 172,601 | -8.38 | 6,089 | -3.50 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 30,660 | 1 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Keel Point, LLC | 50,070 | -6.82 | 1,766 | -1.89 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1,623 | -35.90 | 57 | -32.14 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 306,485 | 22.04 | 10,813 | 28.53 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 88,431 | 3,120 | ||||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 114,297 | 27.92 | 4,032 | 34.71 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 560,714 | 103.18 | 19,782 | 113.96 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Chicago Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 26,092 | 73.28 | 921 | 82.54 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 29,910 | -36.41 | 1,055 | -33.02 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 6,976 | 0.35 | 246 | 6.03 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 11,465 | -1.37 | 404 | 3.86 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 16,473 | -21.72 | 585 | -17.16 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 32,900 | 1,161 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 27,582 | 174.07 | 973 | 188.72 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 7,208 | 9.08 | 255 | 17.59 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 27,281 | 962 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2,237,668 | -0.68 | 79 | 4.00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 34,354 | 2.70 | 1,212 | 8.21 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 57,895 | 23.67 | 2 | 100.00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10,547 | 22.11 | 372 | 28.72 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 86,994 | -40.42 | 3,069 | -37.25 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 263,145 | 0.46 | 9,284 | 5.80 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4,597 | -23.22 | 162 | -19.00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 297 | 0.00 | 10 | 11.11 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 12,425 | 34.69 | 438 | 41.75 | ||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 44,246 | -10.88 | 1,561 | -6.13 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 32,583 | 11.90 | 1,150 | 17.85 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 8,307 | 0 | ||||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 19,132 | 4.11 | 675 | 9.59 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 28,969 | 1.16 | 1,022 | 5.91 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 8,203 | 11.50 | 0 | |||||
| 2025-07-31 | 13F | United Community Bank | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 117,647 | 10.19 | 4,151 | 16.05 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 14,492 | -0.75 | 511 | 4.50 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 48,462 | 10.87 | 1,710 | 16.73 | ||||
| 2025-04-25 | 13F | Convergence Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 72,649 | -3.72 | 2,563 | 1.42 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 53,156 | 26.27 | 1,875 | 32.98 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 34,742 | -11.73 | 1,226 | -7.06 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1,306,468 | -12.88 | 46,092 | -8.25 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 129,580 | 9.54 | 4,572 | 22.68 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 834,088 | 3.68 | 29,436 | 9.19 | ||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 53,534 | 1,889 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 60,912 | -2.98 | 2,149 | 2.14 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 7,758 | 0.34 | 274 | 5.41 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 35,437 | 3.66 | 1,250 | 9.17 | ||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 166,163 | -6.02 | 5,862 | -1.01 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 19,850 | -2.78 | 700 | 2.49 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 56,727 | 3.34 | 2,001 | 9.22 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 135,140 | -8.41 | 4,768 | -3.56 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 139,505 | 1.12 | 4,922 | 6.51 | ||||
| 2025-05-12 | 13F | Astor Investment Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 408,309 | 8.83 | 14,411 | 14.59 | ||||
| 2025-08-13 | 13F | Laidlaw Wealth Management LLC | 23,603 | -11.19 | 833 | -6.52 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 19,966 | -33.13 | 704 | -29.60 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 293,020 | 2.53 | 10,338 | 7.98 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 4,239 | 158 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 6 | -97.99 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,213 | 4,082.76 | 43 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 65,650 | -10.81 | 2,316 | -6.04 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 540,503 | 44.99 | 19,069 | 52.70 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 40,190 | 7.42 | 1 | 0.00 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 426 | 0.24 | 15 | 15.38 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 250 | 0.00 | 9 | 0.00 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 76,425 | 1.57 | 2,696 | 6.98 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7,368,266 | -5.80 | 259,952 | -0.80 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 127,681 | 39.42 | 4,505 | 46.81 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 7,340 | -10.98 | 259 | -6.52 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 49,152 | 1.42 | 1,734 | 6.84 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 237,853 | -3.39 | 8,391 | 1.75 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 60,234 | 18.63 | 2,125 | 25.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 70,887 | 6.31 | 2,501 | 11.96 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 128,081 | 2.35 | 4,519 | 7.78 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 42 | 5.00 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 117,853 | 5.39 | 4,158 | 10.97 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,193,504 | -24.75 | 42,107 | -20.76 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 11,625 | -8.44 | 410 | -3.53 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 19,602 | 5.30 | 692 | 14.21 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 342,658 | 10.04 | 12,089 | 15.89 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 214,049 | 6.89 | 7,552 | 12.57 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 233,877 | 9.93 | 8,251 | 15.79 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 212,062 | 7,482 |
