Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF meliputi Vise Technologies, Inc., Golden State Equity Partners, Harbor Asset Planning, Inc., Jefferies Financial Group Inc., L2 Asset Management, LLC, Liberty Square Wealth Partners Llc, Brown Brothers Harriman & Co, Sollinda Capital Management LLC, Blue Rock Wealth Management LLC, OneAscent Wealth Management LLC, Ballast, Inc., Van Hulzen Asset Management, LLC, ERNZ - TrueShares Active Yield ETF, Ameriprise Financial Inc, Talisman Wealth Advisors LLC, Mayfair Advisory Group, LLC, Proactive Wealth Strategies LLC, Alpine Bank Wealth Management, Parkside Financial Bank & Trust, dan Wood Tarver Financial Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4,835 | 206 | ||||||
| 2025-05-01 | 13F | Lane & Associates LLC | 14,360 | 0.39 | 585 | -3.15 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 109,074 | 15.39 | 4,641 | 20.45 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 12,227 | 1 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,092,562 | 56.35 | 89,038 | 63.18 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5,454 | 4.92 | 232 | 9.95 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1,112 | 33.65 | 47 | 42.42 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9,601 | 33.85 | 409 | 39.73 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 830,912 | 103.76 | 35,355 | 112.66 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 23,507 | 8.11 | 1,000 | 12.87 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 41,787 | 5.33 | 1,778 | 9.96 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 19,182 | 7.01 | 816 | 11.78 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 345,989 | 0.00 | 15 | 0.00 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 661 | 1.23 | 28 | 7.69 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 85,363 | 3,632 | ||||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 20,309 | 864 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 339,637 | 6.79 | 14,452 | 11.45 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 198 | 8 | ||||||
| 2025-07-17 | 13F | Financial Designs Corp | 289,908 | 0.01 | 12,336 | 4.38 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 70,212 | 124.71 | 3,003 | 135.82 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 27,191 | 1,157 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 34,266 | 4.57 | 1,458 | 9.13 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 18,050 | 30.44 | 768 | 36.17 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10,697 | 17.06 | 455 | 22.31 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 630,755 | 8.07 | 26,839 | 12.78 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 5,364 | 0.83 | 228 | 6.54 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 375 | 36.36 | 16 | 36.36 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 92,596 | 1.19 | 3,940 | 5.60 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 46,408 | 24.56 | 1,975 | 30.04 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 362,453 | 4.68 | 15,422 | 9.25 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 3,512 | 0.06 | 149 | 4.20 | ||||
| 2025-08-14 | 13F | Comerica Bank | 41,200 | 5.67 | 1,753 | 10.32 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 81,354 | 11.16 | 3,462 | 16.02 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 299,115 | 3.92 | 12,734 | 8.52 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,508,863 | 11.33 | 64,203 | 16.19 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 8,400 | 21.14 | 358 | 26.60 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11,254 | 18.13 | 479 | 23.20 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 506 | 0 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 897,755 | 4.25 | 38,199 | 8.80 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 604 | 51.00 | 26 | 56.25 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 20,240 | 1.18 | 861 | 5.64 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 92,491 | 7.68 | 3,935 | 12.40 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 575 | 25 | ||||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 14,040 | 8.79 | 597 | 13.50 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 8,673 | 8.07 | 370 | 12.84 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 14,409 | 1.51 | 497 | 6.21 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 5,959 | 254 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 7,377 | 314 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 459 | 0 | ||||||
| 2025-08-07 | 13F | Illumine Investment Management, LLC | 12,293 | 4.16 | 523 | 8.73 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 175,339 | 6.09 | 7,461 | 10.72 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 246,945 | 1.36 | 10,508 | 5.79 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 10,009 | 1.95 | 426 | 6.25 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 28,420 | 1,209 | ||||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 87,737 | 3.57 | 3,733 | 8.11 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 349,745 | 0.85 | 14,882 | 5.25 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 138,402 | 19.88 | 5,889 | 29.69 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 148,456 | 16.04 | 6,317 | 21.11 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 301,714 | 110.53 | 12,838 | 119.74 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 60,383 | 1.58 | 2,569 | 6.03 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 2,704,229 | 1.65 | 115,065 | 6.09 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 9,856 | 30.91 | 419 | 36.93 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 202,083 | 8,599 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 26 | 1 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 76,886 | 3,271 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 5,591 | 240 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 475,801 | 12.05 | 20,245 | 16.94 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 220 | 0.92 | 9 | 12.50 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 75,027 | 7.72 | 3,192 | 12.43 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 14,240 | 0.12 | 606 | 4.49 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 99,412 | 1.60 | 4,230 | 6.02 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 7,088 | 5.84 | 302 | 10.26 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 5,509 | 0.73 | 234 | 5.41 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 31,325 | 4.99 | 1,333 | 9.54 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11,578 | 6.88 | 493 | 12.33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 281,149 | 7.43 | 12 | 10.00 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 6,090 | 0.98 | 259 | 5.71 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 7,503 | 13.00 | 321 | 18.52 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 70,973 | 6.69 | 3,051 | 12.50 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 200 | 9 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1,586 | 0.57 | 67 | 4.69 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 139,967 | 29.96 | 5,956 | 35.65 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 13,835 | 45.46 | 584 | 52.48 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 44,167 | 5.03 | 1,879 | 9.63 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 26,897 | 0.06 | 1,144 | 4.47 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6,627,311 | 7.22 | 281,992 | 11.90 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 552 | 1.10 | 0 | |||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 17,781 | 725 | ||||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 75,262 | 7.18 | 3,202 | 11.88 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 170,928 | 5.79 | 7,273 | 10.53 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 255,599 | 89.78 | 10,876 | 98.05 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,149,013 | 14.95 | 48,890 | 19.97 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 31,022 | 6.57 | 1,320 | 11.21 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 463,733 | 1.51 | 19,732 | 5.94 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 82,130 | 3.99 | 3,495 | 8.54 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 88,343 | 16.98 | 3,759 | 22.09 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 702,425 | 2.54 | 29,888 | 7.02 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 37,633 | 21.42 | 1,601 | 27.67 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 155,596 | 0.83 | 6,621 | 5.23 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 47,092 | 14.45 | 2,004 | 19.50 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 7,600 | 100.00 | 323 | 109.74 | |||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 17,854 | 760 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 78,201 | 32.03 | 3 | 50.00 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 5,410 | 3.22 | 230 | 7.48 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 26,500 | 227.16 | 1,128 | 241.52 | |||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 890,916 | 12.10 | 37,908 | 16.99 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 60,545 | 10.37 | 2,576 | 15.21 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 96,459 | 10.17 | 4,104 | 14.99 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 114,886 | 20.78 | 4,888 | 26.04 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 24,389 | 42.12 | 1,038 | 48.35 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 5,105 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 554,785 | 3.60 | 23,606 | 8.13 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 24,365 | 1.92 | 1,037 | 6.37 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,521 | 0.40 | 64 | 4.92 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 120 | 0 | ||||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 9,524 | 3.87 | 405 | 8.58 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 44,045 | 11.71 | 1,874 | 16.61 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 17,946 | 264.31 | 764 | 281.50 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 31,075 | 1,322 | ||||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 2,757 | 117 | ||||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 106,015 | 4.35 | 4,511 | 8.91 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 222,231 | 2.40 | 9,456 | 6.87 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4,878 | 208 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 247,739 | 17.09 | 10,541 | 22.20 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 78,092 | 4.33 | 3,323 | 8.88 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 68,214 | 29.32 | 2,903 | 34.98 | ||||
| 2025-08-07 | 13F | Capital Wealth Planning, LLC | 38,079 | 0.90 | 1,620 | 5.33 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 24,986 | 4.32 | 1,063 | 8.91 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 19,948 | 0.71 | 849 | 5.08 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 260 | 1.17 | 11 | 10.00 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 18,417 | 20.71 | 784 | 25.88 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 5,288 | 225 | ||||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 7,241 | 15.89 | 308 | 22.22 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 16,329 | 10.20 | 695 | 14.90 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 42,591 | 1.08 | 1,812 | 5.53 | ||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 13,477 | 14.74 | 573 | 19.87 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 794,572 | 2.04 | 33,810 | 6.49 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 188 | 1.08 | 8 | 14.29 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 19,686 | 838 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 139 | 6 | ||||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 11,380 | 2.37 | 484 | 6.84 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 8,679 | 369 | ||||||
| 2025-08-11 | 13F | Farrow Financial Inc. | 112,419 | 1.49 | 4,783 | 5.94 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7,871 | 5.16 | 335 | 9.51 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 9,830 | 24.49 | 418 | 30.22 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 120,467 | 7.34 | 5,126 | 12.02 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1,345 | 934.62 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 51,930 | 65.12 | 2,210 | 72.31 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 8,355 | 0.64 | 356 | 5.03 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 849 | 0.71 | 36 | 5.88 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 27,319 | 1.35 | 1,162 | 5.73 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 49,773 | 128.82 | 2,127 | 140.07 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 54,659 | 2,326 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 593,753 | 171.01 | 25,264 | 182.85 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14,626 | 16.31 | 622 | 21.48 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 62,800 | 2,672 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 39,062 | 18.62 | 1,662 | 23.85 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 39,829 | 1.56 | 1,695 | 6.01 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1,162 | 49 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 70,505 | 2.34 | 3,000 | 6.80 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 434,311 | 3.88 | 18,480 | 8.41 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 46,899 | 5,278.33 | 1,996 | 5,600.00 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 26,627 | 0.67 | 1,133 | 5.01 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 267,054 | 4.75 | 11,363 | 9.33 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2,716,198 | 4.87 | 116,824 | 10.63 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 6,649 | 1.62 | 271 | 2.26 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3,371 | 0.24 | 143 | 4.38 | ||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 341 | 15 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 75,766 | 6.74 | 3,224 | 11.37 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 5,826 | 5.16 | 248 | 9.78 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8,661 | 369 | ||||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 9,232 | 376 | ||||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 18,984 | 1.79 | 808 | 6.18 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 6,460 | 0.61 | 275 | 4.98 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 41,095 | 1.54 | 1,749 | 5.94 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 25,512 | 4.81 | 1,086 | 9.38 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 6,088 | 7.43 | 259 | 12.12 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5,233 | 223 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1,840,929 | 27.19 | 78,332 | 32.75 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 218,306 | 1.68 | 9,289 | 6.11 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 39,964 | 41.06 | 1,700 | 47.19 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 12,071 | 18.86 | 522 | 29.60 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 11,380 | 484 | ||||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 338 | 1.20 | 14 | 7.69 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 20,587 | 4.50 | 876 | 8.97 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 26,143 | 13.24 | 1,112 | 18.17 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 121,502 | 4.55 | 5,166 | 9.01 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 33,490 | 0.87 | 1,425 | 5.25 | ||||
| 2025-08-08 | 13F | Creative Planning | 10,295 | 438 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,898,344 | 73.56 | 80,775 | 81.14 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 10,441 | 16.91 | 444 | 21.98 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 441,962 | 11.90 | 18,805 | 16.79 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 30,208 | 33.43 | 1,285 | 39.22 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 167,078 | 17.66 | 7,109 | 22.80 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 228,207 | 3.45 | 9,710 | 7.97 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,691,925 | 5.02 | 72 | 9.23 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4,532 | 193 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 420,404 | 17.70 | 18 | 21.43 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 172,505 | 40.14 | 7,340 | 59.22 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 39,600 | 1,685 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 11,351 | 483 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 219,226 | 17.66 | 9,328 | 22.80 |
