Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF meliputi Prism Advisors, Inc., Heritage Wealth Architects, Inc., Savant Capital, LLC, DAVENPORT & Co LLC, Summit Wealth Group Llc / Co, Skopos Labs, Inc., Vise Technologies, Inc., C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Thrivent Financial For Lutherans, Nwam Llc, Moors & Cabot, Inc., First Trust Advisors Lp, Kilter Group LLC, HB Wealth Management, LLC, NewEdge Wealth, LLC, Sollinda Capital Management LLC, Lake Street Financial Llc, BlueChip Wealth Advisors LLC, Rps Advisory Solutions Llc, dan Carnegie Capital Asset Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 115,525 | 22.76 | 3,674 | 31.46 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 52,166 | 1.61 | 1,659 | 8.79 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 205,099 | 5.39 | 6,522 | 12.88 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 3,186 | 0 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 115,946 | 6.84 | 3,687 | 14.47 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 1,017,113 | 1.26 | 32,344 | 8.46 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 29,328 | 933 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,567 | 50 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 26,295 | 851 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 33,033 | 25.58 | 1,050 | 34.62 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 56,756 | 46.31 | 1,805 | 56.73 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 27,834 | 1.63 | 885 | 8.86 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 50,967 | 30.90 | 1,513 | 25.46 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 37,744 | 62.26 | 1,203 | 81.85 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 282,035 | 2.51 | 8,969 | 9.79 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 246,725 | 6.57 | 7,846 | 14.14 | ||||
| 2025-08-14 | 13F | Comerica Bank | 12,038 | 490.68 | 383 | 536.67 | ||||
| 2025-08-07 | 13F | PFG Advisors | 75,488 | 88.36 | 2,401 | 101.85 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 7,703 | 0.44 | 245 | 7.49 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1,994 | 63 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 70,932 | 36.33 | 2,106 | 32.81 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 880,923 | 4.85 | 28,013 | 12.31 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 292 | 9 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 26,552 | 4.22 | 844 | 11.64 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 113,741 | 3,617 | ||||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 106,444 | 12.92 | 3,385 | 20.94 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3,284,070 | 11.59 | 104 | 19.54 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 41,309 | 37.03 | 1,314 | 46.70 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 207,514 | 6.57 | 6,599 | 14.13 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 227,736 | 21.49 | 7,242 | 30.13 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 41,006 | 11.72 | 1,304 | 19.74 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6,301 | 200 | ||||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 351,737 | 1.42 | 11,185 | 8.63 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 767,624 | 6.27 | 24,368 | 13.62 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 10,750,500 | 29.09 | 342 | 38.06 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 471,867 | 5.76 | 15,005 | 13.28 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 41,562 | 1.05 | 1,322 | 8.19 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 28,679 | 318.43 | 917 | 351.23 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 3,981 | 0 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 650,529 | 51.86 | 20,687 | 62.65 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 59,278 | 158.46 | 1,885 | 177.21 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 190,592 | 90.62 | 6,061 | 98.95 | ||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 176,437 | 0.61 | 5,611 | 7.76 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 941,302 | 2.58 | 29,933 | 9.87 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 45,588 | 1,450 | ||||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 146,616 | 2.57 | 4,662 | 9.85 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 2,819 | 21.56 | 90 | 30.88 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 147,570 | 6.05 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 22,960 | 730 | ||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 2,692 | 12.78 | 86 | 21.43 | ||||
| 2025-07-16 | 13F | Novem Group | 49,451 | 29.24 | 1,573 | 38.38 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 644,302 | 1.19 | 20,489 | 8.38 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 233,856 | 0.12 | 7,437 | 7.22 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 396,804 | 3.47 | 12,618 | 10.83 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 1,003,204 | 98.84 | 31,902 | 112.97 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 6,537 | 208 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,090 | 98 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 41,950 | 10.25 | 1,334 | 18.16 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 685,442 | 2.12 | 22,037 | 10.88 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 53,425 | 1.37 | 1,699 | 8.57 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 24,265 | 1.05 | 772 | 8.29 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 8,744 | 278 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 467 | 15 | ||||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 19,571 | 1.14 | 622 | 8.36 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 83,100 | 536.93 | 2,467 | 521.41 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 100,659 | 20.02 | 3,201 | 28.51 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 9,939 | 316 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 56,041 | 10.89 | 1,782 | 15.79 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 262,842 | 6.11 | 8,358 | 13.65 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 32,010 | 2,059.92 | 1,018 | 8.19 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 56,448 | 3.99 | 1,795 | 11.42 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 1,062,106 | 4.81 | 33,775 | 12.26 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 7,509 | 239 | ||||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 6,475 | 206 | ||||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 103,398 | 17.98 | 3,288 | 26.41 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 6,386 | 0 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 68,351 | 20.83 | 2,174 | 29.42 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1,869,946 | 7.69 | 59,464 | 15.35 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 349,890 | 170.65 | 11,127 | 189.89 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 33,347 | 1,060 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 14,372 | 30.20 | 457 | 39.76 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 6,341 | 202 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 1,910,379 | 0.80 | 60,750 | 7.97 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 149,714 | 1.00 | 4,761 | 8.18 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 26,959 | 1.21 | 857 | 8.48 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 106,656 | 4.91 | 3,392 | 12.36 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Sequent Planning LLC | 8,455 | 269 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 36,865 | 7.12 | 1,172 | 14.79 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 21,211 | 30.70 | 675 | 40.12 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 72,732 | 1.19 | 2,313 | 8.34 | ||||
| 2025-08-08 | 13F | Creative Planning | 33,968 | 218.02 | 1,080 | 240.69 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 138,682 | 91.75 | 4,410 | 105.40 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 69,416 | 178.59 | 2,207 | 198.65 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 23,859 | 91.93 | 759 | 105.42 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 11,890 | 0.54 | 378 | 11.50 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 407,277 | 2.17 | 12,951 | 9.43 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 18,209 | 4.25 | 579 | 11.78 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 700 | 0 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 80,304 | 38.15 | 2,554 | 48.00 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 19,631 | 624 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 321,508 | 6.57 | 10,224 | 14.13 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 31,094 | 6.92 | 989 | 14.48 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 15,101 | 480 | ||||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 16,205 | 17.17 | 515 | 25.61 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 24,747 | 174.02 | 787 | 193.28 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 129,731 | 113.09 | 4,125 | 128.28 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 182,458 | 1.89 | 5,802 | 9.14 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 484,927 | 173.47 | 15,421 | 192.93 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 82,750 | 0.24 | 2,631 | 7.39 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 312,141 | 5.03 | 9,926 | 12.50 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 33,644 | 1,031 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 511,962 | 8.04 | 16,280 | 15.72 | ||||
| 2025-08-08 | 13F | Cooper Capital Advisors LLC | 387,831 | 4.18 | 12,333 | 11.58 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 37,530 | 1.91 | 1,193 | 9.15 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 27,714 | 8.96 | 1 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 449,759 | 3.84 | 14,302 | 11.22 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 90,500 | 205.39 | 2,878 | 227.30 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2,495,086 | 7.67 | 79,344 | 15.32 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 9,500 | 2.49 | 303 | 9.82 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 352,334 | 14.76 | 11,402 | 22.43 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 6,722 | 214 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 114,396 | 8.99 | 3,638 | 16.72 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 225,487 | 3.50 | 7,170 | 10.85 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 236,711 | 7.49 | 7,527 | 15.14 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 766,703 | 0.87 | 24,381 | 8.04 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 155,816 | 7.58 | 4,955 | 12.26 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 26,613 | 64.64 | 846 | 76.62 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 250,672 | 2.05 | 8,194 | 15.60 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 177,834 | 82.92 | 5,280 | 78.22 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 8,291 | 7.34 | 264 | 14.85 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 29,312 | 1 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 14,380 | 108.19 | 457 | 122.93 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 121,689 | 61.44 | 3,870 | 72.95 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 28,314 | 0.11 | 900 | 7.27 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 94,878 | 30.05 | 3,017 | 39.29 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 40,112 | 1,276 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 6,347 | 111.64 | 202 | 125.84 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 68,328 | 56.86 | 2,173 | 61.01 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 79,350 | 108.93 | 2,523 | 123.87 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 214,388 | 12.39 | 6,818 | 20.38 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 53,678 | 4.30 | 1,707 | 11.72 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 851,230 | 3.45 | 27,069 | 10.80 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 8,296 | 246 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 6,310 | 201 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 35,915 | 7.11 | 1,142 | 14.77 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 1,477,793 | 2.57 | 46,994 | 9.86 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 699,232 | 7.54 | 22,236 | 15.19 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 21,078 | 64.04 | 681 | 78.74 | ||||
| 2025-07-23 | 13F | Solitude Financial Services | 281,596 | 6.41 | 8,955 | 13.98 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 765,271 | 68.47 | 24,336 | 80.45 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 115,479 | 1.83 | 3,429 | -0.78 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 38,511 | 1,225 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 204,464 | 3.75 | 6,502 | 11.13 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 20,295 | 657 | ||||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 435,332 | 2.74 | 13,844 | 10.04 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 16,559 | 527 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 363,415 | 6.65 | 11,557 | 14.22 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 17,442 | 8.33 | 555 | 15.90 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 68,181 | 1.81 | 2,168 | 9.05 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 121,407 | 3,861 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,712,987 | 4.26 | 54,473 | 11.68 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 12,794 | 407 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 93,589 | 3.87 | 2,976 | 11.25 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1,268,466 | 3.29 | 40,337 | 10.63 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 13,484 | 429 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 191,600 | 6.51 | 6,093 | 14.08 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 9,956 | 317 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 11,005,421 | 6.21 | 349,972 | 13.76 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 153,320 | 5.99 | 4,876 | 13.53 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 29,110 | 3.56 | 1 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 208,416 | 7.41 | 6,628 | 15.05 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 63,585 | 2.15 | 2,022 | 9.42 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 830,227 | 14.10 | 26,401 | 22.21 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 40,910 | 21.90 | 1,301 | 30.52 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 54,676 | 413.82 | 1,739 | 451.75 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 775,179 | 35.10 | 24,589 | 45.61 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 2,179,501 | 6.25 | 69,308 | 13.80 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 125,403 | 2.87 | 3,988 | 10.17 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 108,370 | 8.46 | 3,446 | 16.18 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 389,311 | 9.70 | 12,380 | 17.50 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 527,749 | 91.88 | 16,782 | 105.51 | ||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 24,935 | 55.90 | 793 | 67.09 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 74,520 | 0.46 | 2,370 | 7.58 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 40,698 | 38.23 | 1,294 | 48.05 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,887 | 22.85 | 60 | 33.33 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 157,117 | 14.94 | 4,996 | 23.11 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 425,139 | 8.25 | 13,519 | 15.94 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 113 | 4 | ||||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 9,679 | 16.03 | 308 | 24.29 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 17,128 | 306.45 | 545 | 335.20 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 7,755 | 247 | ||||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 581,708 | 0.99 | 18,906 | 10.55 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 344,345 | 24.01 | 10,950 | 32.82 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 129,935 | 1.24 | 4,132 | 8.43 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 664,373 | 2.78 | 21,127 | 10.09 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 43,937 | 117.06 | 1,397 | 132.83 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 586,054 | 5.72 | 18,637 | 13.23 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 183,701 | 0.03 | 5,842 | 7.13 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 116,505 | 3,705 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 25,787 | 820 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 1,254,553 | 1.01 | 39,895 | 8.19 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 23,752 | 755 | ||||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 43,123 | 15.18 | 1,371 | 23.40 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 42,912 | 0.32 | 1,365 | 7.40 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 41,035 | 47.23 | 1,305 | 57.68 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 193,807 | 9.97 | 6,163 | 17.79 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 107,249 | 6.80 | 3,411 | 14.39 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1,614,405 | 4.17 | 51,338 | 11.57 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,699,495 | 7.41 | 117,644 | 15.04 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 68,328 | 37.15 | 2,173 | 46.86 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 39,648 | 1,261 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 373,790 | 1.98 | 11,887 | 9.23 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 44,238 | 16.42 | 1,407 | 24.65 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 17,538 | 10.07 | 558 | 19.27 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 167,280 | 17.49 | 5,320 | 25.83 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 48,829 | 26.69 | 1,553 | 35.66 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 10,570 | 336 | ||||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 65,996 | 0.20 | 2,099 | 7.31 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 46 | 6.98 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,460,370 | 3.19 | 78,240 | 10.53 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2,987,146 | 78.15 | 94,991 | 90.81 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 62,650 | 10.72 | 1,992 | 18.64 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 94,827 | 6.45 | 3,015 | 14.03 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3,369,271 | 20.65 | 107,918 | 30.16 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5,071,339 | 2.38 | 161 | 9.52 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 74,494 | 243.84 | 2,369 | 268.27 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 176,369 | 65.88 | 5,609 | 77.69 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 7,347 | 6.37 | 234 | 13.66 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 909,213 | 8.34 | 28,913 | 16.04 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 56,996 | 7.35 | 1,812 | 14.97 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 21,765 | 28.55 | 692 | 37.85 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 88,263 | 26.29 | 3 | 0.00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 20,953 | 666 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 984,991 | 0.33 | 31,323 | 7.46 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 8,403 | 8.50 | 249 | 5.96 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 33,439 | 1,063 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 73,697 | 3.90 | 2,344 | 11.31 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 17,860 | 0.81 | 568 | 7.79 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 8,743 | 0.37 | 280 | 12.96 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 76,449 | 9.65 | 2,270 | 6.83 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 249,329 | 53.57 | 7,929 | 64.48 |
