Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF meliputi Ashton Thomas Securities, Llc, Western Wealth Management, LLC, Tsfg, Llc, Foronjy Financial Llc, Allen Investment Management LLC, Susquehanna International Group, Llp, Security Financial Services, INC., Bulwark Capital Corp, WealthPlan Investment Management, LLC, Redwood Investment Management, Llc, Lloyd Advisory Services, LLC., Evolution Wealth Management Inc., Tradewinds, LLC., Del-Sette Capital Management, LLC, Verus Capital Partners, Llc, Thurston, Springer, Miller, Herd & Titak, Inc., Simplicity Wealth,LLC, Aqr Capital Management Llc, NWF Advisory Services Inc., dan Investor's Fiduciary Advisor Network, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 8,221 | 0.50 | 428 | 13.83 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 230,328 | 1.94 | 12,000 | 15.42 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 15,074 | 18.62 | 785 | 34.42 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 8,758 | 3.73 | 456 | 17.53 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 44,894 | 918.70 | 2,339 | 1,057.43 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1,753 | 91 | ||||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 600 | 27 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 67,088 | 91.20 | 3,495 | 116.54 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 19,015 | 109.79 | 991 | 137.41 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 126,429 | 71.35 | 6,587 | 93.99 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 6,303 | 328 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 44,153 | 0.37 | 2,300 | 13.64 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 19,180 | 44.09 | 1,034 | 68.79 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 603 | 31 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 6,438 | 0.89 | 335 | 14.33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 44,576 | 8.62 | 2,322 | 22.99 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 15,569 | 811 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 683,314 | 62.69 | 35,601 | 84.19 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 3,843 | 200 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 322,492 | 48.91 | 16,802 | 68.58 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 1,346 | 109.66 | 70 | 141.38 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 4,278 | 231 | ||||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 1,360,928 | 7.36 | 70,904 | 21.54 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 200 | 10 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 15,908 | 18.55 | 829 | 34.20 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 4,042 | 211 | ||||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 150,305 | 44.59 | 7,831 | 63.67 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 12,433 | 1.95 | 648 | 15.33 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 46,476 | 0.50 | 2,421 | 13.77 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 27,584 | 25.02 | 1,437 | 41.58 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1,203 | 3.08 | 63 | 16.98 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 22,335 | 0.85 | 1,164 | 14.13 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 108 | 11.34 | 6 | 25.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 10,803,253 | 1.71 | 562,849 | 15.14 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 168,765 | 1,632.88 | 8,793 | 1,862.50 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8,729 | 68.94 | 455 | 91.56 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 4,170 | 217 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 118 | 0 | ||||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 8,896 | 464 | ||||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 5,000 | 261 | ||||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 30,937 | 62.16 | 1,612 | 83.69 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 75,189 | 52.58 | 4,052 | 78.69 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2,464,746 | 32.02 | 128,413 | 49.46 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 12,238 | 56.88 | 657 | 84.79 | ||||
| 2025-08-04 | 13F | Fortune 45 LLC | 11,081 | 0.95 | 577 | 14.26 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 60,952 | 42.00 | 3,176 | 61.33 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 25,640 | 222.27 | 1,336 | 264.75 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 26,740 | 71.04 | 1,393 | 93.74 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 19,015 | 991 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 719,865 | 1,645.51 | 37,505 | 1,873.89 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4,831 | 24.35 | 252 | 41.01 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 98,648 | 2.86 | 5,140 | 16.45 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 51,454 | 28.50 | 2,681 | 45.49 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 11,689 | 7.70 | 609 | 21.84 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 2,682,223 | 85.00 | 139,744 | 109.44 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 253,078 | 50.51 | 13,185 | 69.58 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 2,000 | 104 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 13,528 | 0.92 | 705 | 14.29 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 186,806 | 60.71 | 9,733 | 81.94 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 322,811 | 25.38 | 16,818 | 41.95 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 33,711 | 21.28 | 1,756 | 37.29 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 11,245 | 143.61 | 586 | 175.94 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 142 | 7 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 14,777 | 42.53 | 796 | 66.67 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5,597 | 292 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 57,300 | 2,985 | |||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 8,507 | 46.98 | 443 | 66.54 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,767,771 | 8.36 | 92,100 | 22.68 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 360 | 19 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 19,548 | 1,018 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 4,258 | 222 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 5,186 | 270 | ||||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 9,242 | 482 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 22,953 | 1.19 | 1,196 | 14.57 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 101,435 | 1.39 | 5,285 | 5.72 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,645 | 138 | ||||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 88,173 | 84.04 | 4,594 | 108.39 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 10,341 | 10.55 | 540 | 25.06 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 299,364 | 3.41 | 15,597 | 17.07 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 13,896 | 98.23 | 724 | 124.84 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 171,132 | 5.60 | 8,916 | 19.55 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 532,836 | 0.06 | 27,761 | 13.28 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 16,562 | 9.90 | 863 | 24.39 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 5,712 | 298 | ||||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 21,140 | 22.83 | 1,101 | 39.02 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 12 | 1 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 581,964 | 105.64 | 30,320 | 133.68 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 100,600 | 721.22 | 5,241 | 830.91 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 930 | 16.98 | 43 | 16.67 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 26 | 1 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 11,383 | 67.03 | 593 | 89.46 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 259 | 13 | ||||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 555,497 | 2.69 | 28,941 | 16.26 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 26,876 | 1 | ||||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 11 | 1 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 38,568 | 2,009 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 10,005 | 0.62 | 521 | 14.00 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 7,331 | 382 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 16,355 | 122.67 | 852 | 152.07 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 21,914 | 39.59 | 1,142 | 58.03 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 6,972 | 45.34 | 363 | 65.00 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 38 | 2 | ||||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 11,400 | 35.71 | 525 | 25.06 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 3,188 | 0.69 | 166 | 14.48 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 4,620 | 241 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 12,626 | 0.16 | 658 | 13.28 | ||||
| 2025-08-07 | 13F | PFG Advisors | 55,290 | 10.87 | 2,881 | 25.54 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 9,660 | 2.22 | 503 | 15.90 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,242 | 943.70 | 65 | 1,180.00 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 96,021 | 5 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 37,104 | 42.82 | 1,933 | 61.76 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 26,276 | 35.98 | 1,369 | 53.88 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 31,296 | 0.01 | 1,631 | 13.19 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 10,693 | 14.84 | 557 | 30.14 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 35,891 | 64.92 | 1,934 | 93.21 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 20,000 | 1,042 | ||||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 53,676 | 4.68 | 2,797 | 18.52 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,295,131 | 0.18 | 119,576 | 13.42 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 16,754 | 53.73 | 873 | 74.05 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 17,493 | 49.33 | 911 | 69.02 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 74 | 4 | ||||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 10,434 | 20.01 | 544 | 35.75 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 29,180 | 58.72 | 1,536 | 81.44 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 35,795 | 12.55 | 1,865 | 27.41 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 140,585 | 77.98 | 7,324 | 101.54 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1,580 | 507.69 | 82 | 636.36 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 77,821 | 59.73 | 4,054 | 86.39 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 699,173 | 100.54 | 36,427 | 127.04 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 475,445 | 50.62 | 24,657 | 70.37 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 8,678 | 452 | ||||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 23,264 | 47.79 | 1,212 | 67.40 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 75,299 | 14.22 | 3,923 | 29.34 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 90,282 | 5.25 | 5 | 33.33 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 7,994 | 4.22 | 416 | 18.18 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 735 | 0.27 | 38 | 15.15 | ||||
| 2025-08-11 | 13F | Aviso Wealth Management | 4,619 | 1.16 | 241 | 14.29 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7,237 | 0.71 | 377 | 14.24 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 84,042 | 54.61 | 4,379 | 75.05 | ||||
| 2025-08-14 | 13F | Ackerman Asset Management, LLC | 80,835 | 3.93 | 4,212 | 17.66 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 1,740,907 | 1.63 | 90,701 | 15.06 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 151,238 | 11.81 | 7,880 | 26.59 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 8,678 | 452 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 145 | 45.00 | 8 | 75.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 142,853 | 4.02 | 7,443 | 17.75 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 208 | |||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 80,351 | 37.02 | 4,186 | 55.15 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 5,474 | 19.44 | 285 | 35.71 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 25,968 | 59.95 | 1,367 | 82.86 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 143,441 | 33.76 | 7,473 | 51.43 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 7,552 | 393 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 136,616 | 7,118 | ||||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 9,914 | 456 | ||||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 504 | 70.27 | 26 | 100.00 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 24,764 | 23.26 | 1,140 | 13.56 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 9,660 | 6.76 | 503 | 20.91 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 15,200 | 84.74 | 792 | 109.26 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 1,513 | 79 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 6,400 | 333 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 9,350 | 485 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 49,942 | 2,602 | ||||||
| 2025-08-12 | 13F | Centric Wealth Management | 3,780 | 206 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 15,103 | 0.69 | 787 | 13.91 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1,258,773 | 2.00 | 65,582 | 15.47 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 6,099 | 32.82 | 318 | 50.24 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 21,298 | 100.24 | 1,110 | 126.79 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 338 | 19 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 37,752 | 9.84 | 2 | 0.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 71,382 | 11.61 | 3,719 | 26.37 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 166 | 9 | ||||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 8,148 | 424 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 630,288 | 18.34 | 32,838 | 33.98 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 16,120 | 7,919.90 | 840 | 9,222.22 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 48,736 | 2,539 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 17,185 | 86.19 | 895 | 111.08 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 8,117 | 423 | ||||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 59,529 | 90.80 | 3,101 | 116.10 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 18,689 | 5.83 | 974 | 19.83 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 64,049 | 597.63 | 3,337 | 690.52 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 210,218 | 14.84 | 10,952 | 30.01 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 6,839 | 3.25 | 356 | 17.11 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 4,586 | 0.09 | 240 | 14.29 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 44 | 2 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 9,865 | 1 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 821 | 0.12 | 43 | 13.51 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 9,641 | 12.14 | 506 | 32.81 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 141 | 9.30 | 7 | 40.00 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 3,436,306 | 3,414 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 101,042 | 5,264 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 7,087 | 54.74 | 369 | 75.71 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 135,862 | 4.23 | 7,078 | 18.01 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 19,586 | 54.96 | 1,020 | 75.56 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1,853 | 13.26 | 97 | 28.00 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 167,415 | 37.50 | 8,722 | 55.67 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 1,250 | 65 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 25,980 | 5.91 | 1,196 | -2.45 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 9,629 | 230.67 | 502 | 273.88 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 65,279 | 1.87 | 3,401 | 15.37 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 45,348 | 10.40 | 2,363 | 24.97 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 119,509 | 35.69 | 6 | 50.00 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 50,853 | 55.93 | 2,649 | 76.60 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 15,447 | 805 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,326,617 | 17.65 | 69,117 | 33.19 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 60 | 3 | ||||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 19,055 | 8.88 | 993 | 23.23 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 4,120 | 215 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 20,629 | 23.92 | 1,075 | 40.21 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 11,700 | 610 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 973 | 140.84 | 51 | 177.78 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 38,537 | 0.78 | 2,008 | 14.10 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 345,272 | 1.71 | 17,989 | 15.15 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 100,955 | 2.14 | 5,260 | 15.63 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 8,161 | 50.07 | 425 | 70.00 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 7,200 | 9.51 | 375 | 24.17 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 194,724 | 12.61 | 10,145 | 27.50 | ||||
| 2025-08-06 | 13F | Metis Global Partners, LLC | 22,838 | 312.09 | 1,190 | 366.27 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,732,530 | 38.70 | 90,265 | 57.03 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 122,335 | 221.40 | 6,584 | 278.61 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 234,611 | 16.18 | 12,223 | 31.53 | ||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 10,762 | 1.01 | 561 | 13.82 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 5,085 | 265 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 19,630 | 5.98 | 1,023 | 19.95 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 62,567 | 3,260 | ||||||
| 2025-08-08 | 13F | Creative Planning | 35,057 | 6.36 | 1,826 | 20.45 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 245,428 | 8.75 | 13,219 | 17.23 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 8,164 | 57.51 | 425 | 78.57 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 4,992 | 0.20 | 260 | 13.54 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2,464,075 | 2.57 | 128,378 | 16.12 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 7,649 | 66.43 | 399 | 88.63 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 482,525 | 19.53 | 25 | 38.89 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 218,162 | 31.68 | 11,366 | 49.08 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4,397 | 43,870.00 | 229 | |||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 83,827 | 142.08 | 4,367 | 174.14 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 4,128 | 215 | ||||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 23,335 | 1,216 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 11,553 | 0.79 | 602 | 14.04 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 13,006 | 678 | ||||||
| 2025-08-14 | 13F | Sequent Planning LLC | 19,133 | 13.63 | 997 | 28.68 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 331,025 | 14.04 | 17,246 | 18.93 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 8,415 | 0.72 | 438 | 14.06 | ||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 80,485 | 69.55 | 4,193 | 91.99 | ||||
| 2025-08-27 | NP | XCOR - FundX ETF | 409,572 | 5.82 | 21,339 | 19.80 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 201,204 | 4,570.47 | 10,483 | 5,193.94 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,563,783 | 9.01 | 185,673 | 23.41 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 58,581 | 9.38 | 3,052 | 23.86 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 16,761 | 50.86 | 873 | 70.84 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 68,936 | 11.67 | 3,592 | 26.44 | ||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 61,636 | 3,211 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 10,273 | 648.76 | 535 | 749.21 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 125,795 | 8.56 | 6,554 | 22.90 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 89,186 | 2.42 | 4,647 | 15.95 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 11,225 | 7.50 | 585 | 21.67 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 75,660 | 4.01 | 3,942 | 17.75 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 15,277 | 49.58 | 796 | 69.15 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,536 | 151.80 | 80 | 185.71 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 318,090 | 792.46 | 14,639 | 17.43 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 9,512 | 6.03 | 496 | 20.15 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,867,532 | 25.81 | 149,398 | 42.43 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 3,930 | 205 | ||||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 5,022 | 262 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 185,500 | 53.30 | 9,665 | 73.56 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 477,174 | 2.33 | 24,861 | 15.85 | ||||
| 2025-08-12 | 13F | Del-Sette Capital Management, LLC | 15,961 | 832 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,333,341 | 7.87 | 69,467 | 22.13 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 4,999 | 260 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 123,060 | 3.88 | 6,411 | 17.61 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 15,787 | 226.38 | 1 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 133,028 | 131.26 | 6,931 | 161.81 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 283,259 | 1,062.47 | 14,758 | 1,216.41 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 9,652 | 96.62 | 503 | 123.11 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 11,650 | 40.72 | 607 | 59.06 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 53,014 | 89.68 | 2,762 | 114.77 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 246,814 | 6.61 | 12,859 | 20.71 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 23,119 | 1,204 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 22,220 | 18.37 | 1,158 | 34.07 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 20,608 | 5.99 | 1,074 | 20.02 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 663 | 35 | ||||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 16,151 | 70.33 | 842 | 92.68 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 2,094 | 82.72 | 109 | 109.62 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1,127 | 36.77 | 59 | 56.76 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 36,469 | 4.91 | 1,900 | 18.82 | ||||
| 2025-08-14 | 13F | Fmr Llc | 42,928 | 1.37 | 2,237 | 14.78 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 6,002 | 1.01 | 313 | 14.29 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 13,455 | 0.25 | 701 | 13.61 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 527,918 | 59.45 | 27,505 | 80.52 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 53,194 | 33.53 | 2,771 | 51.17 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,172,699 | 9.19 | 61,097 | 23.61 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 51,942 | 68.91 | 2,706 | 91.24 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 36,232 | 329.03 | 1,888 | 386.34 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 66,446 | 3.43 | 3,462 | 17.08 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 157,264 | 71.88 | 8 | 100.00 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 10,161 | 48.14 | 529 | 67.94 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 81,137 | 24.77 | 4,227 | 41.28 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 10,177 | 21.04 | 530 | 37.31 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4,033 | 210 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 25,256 | 33.20 | 1,316 | 50.80 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 4,819 | 0.02 | 251 | 13.57 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 147,063 | 7,662 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 720 | 11.11 | 37 | 27.59 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 65,424 | 51.21 | 3,409 | 71.17 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 6,188 | 322 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 566 | 10.98 | 30 | 26.09 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 68,298 | 1.47 | 3,536 | 14.18 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 299,338 | 1.27 | 15,596 | 14.65 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 24,889 | 56.50 | 1,297 | 77.29 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 7,339 | 382 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 10,666 | 21.88 | 556 | 38.06 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 33,800 | 68.16 | 1,761 | 90.27 | |||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 8,100 | 422 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 6,200 | 30.33 | 323 | 47.71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 5,700 | 14.00 | 297 | 28.70 | |||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 10,078 | 525 | ||||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 7,555 | 2.93 | 394 | 16.62 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 5,704 | 16.55 | 297 | 32.00 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 54,296 | 43.63 | 2,829 | 62.62 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 66,551 | 66.85 | 3,467 | 88.94 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 12,619 | 1 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 29,413 | 31.42 | 1,532 | 48.88 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,084,518 | 3.88 | 56,503 | 17.60 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 23,752 | 150.21 | 1,237 | 183.72 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 477,772 | 21.20 | 24,892 | 37.22 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 131 | 7 | ||||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 421 | 4.47 | 22 | 16.67 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 19,554 | 48.14 | 1,019 | 67.71 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 791 | 248.46 | 41 | 310.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 791,812 | 3.59 | 41 | 17.14 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 504,830 | 277.91 | 26,302 | 327.87 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,566,664 | 6.42 | 81,250 | 19.73 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 9,629 | 6.79 | 502 | 11.33 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 12,526 | 52.85 | 653 | 72.94 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 7 | -88.24 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,950 | 7.14 | 102 | 21.69 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 11,068 | 52.96 | 605 | 79.23 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 107,362 | 6.79 | 6 | 25.00 | ||||
| 2025-08-08 | 13F | Client First Capital LLC | 118,806 | 0.81 | 6,190 | 14.13 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 17,975 | 1.45 | 936 | 14.85 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3,943 | 205 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 58,094 | 118.98 | 3,027 | 148.03 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 7,351 | 15.22 | 383 | 30.38 |
