Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF meliputi Proficio Capital Partners LLC, Kovitz Investment Group Partners, LLC, Curran Financial Partners, LLC, Putnam Fl Investment Management Co, Wesbanco Bank Inc, Strathmore Capital Advisors, Inc., Gateway Wealth Partners, LLC, Integris Wealth Management, LLC, Quantinno Capital Management LP, Appleton Partners Inc/ma, Tradewinds, LLC., Balboa Wealth Partners, Huntleigh Advisors, Inc., Aspect Partners, LLC, Glenmede Investment Management, LP, Exchange Traded Concepts, Llc, Quaker Wealth Management, LLC, Asset Dedication, LLC, Trust Co Of Vermont, dan BRYN MAWR TRUST Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Opulen Financial Group LLC | 32,818 | 0.95 | 584 | 2.28 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 130,531 | 0.18 | 2,323 | 1.35 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 117,865 | 6.53 | 2,098 | 7.10 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 39,581 | 6.89 | 705 | 8.14 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 95,708 | 5.49 | 1,704 | 6.77 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 10,593 | 189 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 11,820 | 7.98 | 210 | 9.38 | ||||
| 2025-08-14 | 13F | Kinloch Capital, LLC | 569,555 | 0.87 | 10,138 | 2.08 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 89,782 | 0.46 | 1,598 | 1.65 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 15,798 | 19.02 | 281 | 20.60 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 7,386 | 0.61 | 131 | 1.55 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 21,409 | 7.92 | 381 | 9.48 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 149,748 | 4.22 | 2,666 | 5.46 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 167,611 | 12.77 | 2,983 | 14.12 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1,049 | 19 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 371,865 | 2.55 | 6,619 | 3.78 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 2,092,069 | 4.59 | 37,239 | 5.84 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 13,967 | 0.66 | 249 | 1.64 | ||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 485,695 | 1.81 | 8,645 | 3.03 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 13,090 | 2.26 | 233 | 3.56 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 25,425 | 3.46 | 453 | 4.63 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 10,539 | 0.05 | 188 | 1.08 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 15,275 | 2.93 | 272 | 3.83 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 325,157 | 1.17 | 5,788 | 2.37 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 69,297 | 0.92 | 1,233 | 2.15 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 97,301 | 5.97 | 1,732 | 7.18 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 190,986 | 10.62 | 3,400 | 11.92 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,492,757 | 2.09 | 27 | 4.00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,117,589 | 3.87 | 19,893 | 5.11 | ||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 296,312 | 0.82 | 5,274 | 2.03 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 298,659 | 5,316 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 435,679 | 0.87 | 7,755 | 2.08 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 13,298 | 237 | ||||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 183,419 | 7.85 | 3,265 | 9.13 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 786,367 | 0.57 | 13,997 | 1.77 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 653 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 217,116 | 6.25 | 3,865 | 7.51 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 1,361 | 1.49 | 24 | 4.35 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 603,821 | 3.82 | 10,748 | 5.06 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 20,305 | 363 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 114 | 2 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1,329 | 1.45 | 24 | 0.00 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 153,895 | 2,739 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 21,935,100 | 26.82 | 390,446 | 28.33 | ||||
| 2025-07-23 | 13F | Ti-trust, Inc | 26,424 | 19.54 | 470 | 21.13 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 367,561 | 2.13 | 6,543 | 3.35 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 24,704 | 0.04 | 440 | 1.15 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 11,102 | 0.24 | 198 | 1.55 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 15,000 | 267 | ||||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 24,595 | 0.36 | 438 | 1.39 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 14,867 | 262 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 160,523 | 12.42 | 2,857 | 13.78 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 17,599 | 313 | ||||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 24,163 | 0.50 | 430 | 1.90 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 43,330 | 13.46 | 771 | 14.90 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 28,400 | 108.82 | 506 | 111.30 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 11,966 | 213 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 196,125 | 0.05 | 3,491 | 2.71 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 12,075 | 3.10 | 215 | 3.88 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 6,146 | 1.22 | 109 | 2.83 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 25,153 | 1.46 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 833,923 | 14,844 | ||||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 952,756 | 2.73 | 16,959 | 3.97 | ||||
| 2025-05-08 | NP | OTRFX - OnTrack Core Fund Investor Class Shares | 75,000 | 50.00 | 1,319 | 56.47 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 20,628 | 73.86 | 367 | 76.44 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 39,200 | 32.66 | 701 | 39.44 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 376,954 | 3.85 | 6,710 | 5.09 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 27,149 | 12.46 | 483 | 13.92 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 3,675,202 | 1,719.95 | 205 | -94.26 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 328,815 | 4.02 | 5,853 | 5.25 | ||||
| 2025-08-08 | 13F | Stonebridge Advisors Llc | 1,088,208 | 135.61 | 19,370 | 138.43 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 10,287 | 183 | ||||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 95,332 | 0.08 | 1,697 | 1.25 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2,725 | 78.69 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 537,716 | 554.10 | 9,571 | 561.89 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2,178,866 | 3.06 | 38,784 | 4.29 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 380,281 | 0.70 | 6,769 | 1.91 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 8 | 0 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 216 | 4 | ||||||
| 2025-05-07 | 13F | Brio Consultants, LLC | 23,610 | 415 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 7,534 | 134 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 10,214,470 | 2.81 | 181,818 | 4.04 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 146,373 | 3.04 | 2,605 | 4.28 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 593,760 | 3.68 | 10,569 | 4.91 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 14,391 | 256 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 5,553 | 99 | ||||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 10,564 | 188 | ||||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 0 | 0 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1,985,582 | 1.54 | 35,343 | 2.75 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 397,713 | 9.59 | 7,079 | 10.90 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 10,058 | 179 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 44,232 | 336.51 | 787 | 342.13 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 7,865 | 575.11 | 140 | 631.58 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 156,612 | 13.11 | 2,788 | 14.46 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 96,434 | 31.65 | 1,717 | 33.23 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 210,758 | 13.74 | 3,751 | 15.10 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 16,219 | 2.50 | 289 | 3.60 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 196,311 | 0.54 | 3,494 | 1.75 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 160,772 | 9.77 | 2,862 | 11.06 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 158,557 | 5.46 | 2,822 | 6.73 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1,730 | 1.47 | 31 | 3.45 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 422,228 | 2.69 | 7,528 | 5.54 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 14,777 | 263 | ||||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 41,371 | 259.75 | 728 | 258.13 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 157,530 | 885.36 | 2,804 | 894.33 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 1,198,926 | 5.31 | 21,341 | 6.57 | ||||
| 2025-08-15 | 13F | State of Tennessee, Treasury Department | 1,832,300 | 57.97 | 32,615 | 59.86 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 22,079 | 23.22 | 393 | 24.76 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 1,923,095 | 1,941 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,556,479 | 8.20 | 27,705 | 9.50 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 67 | 52.27 | 1 | |||||
| 2025-07-21 | 13F | Seros Financial, LLC | 441,869 | 3.12 | 7,865 | 4.37 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10,251 | 183 | ||||||
| 2025-08-11 | 13F | Capital Square, LLC | 11,817 | 211 | ||||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 15,979 | 2.41 | 284 | 3.65 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 125,795 | 3.32 | 2,244 | 4.81 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 408,636 | 1.51 | 7,274 | 2.73 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 15,697 | 279 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 53,002 | 46.75 | 943 | 48.50 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 123,355 | 0.79 | 2,196 | 2.00 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 3,266 | 58 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,179,285 | 0.36 | 21 | 0.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 477,121 | 0.17 | 8,492 | 0.74 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 2,965 | 1.44 | 53 | 1.96 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 41,263 | 3.51 | 734 | 4.71 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 321,142 | 5,716 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 10,746 | 3.77 | 191 | 4.95 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 49,714 | 0.20 | 885 | 1.38 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,868 | 33 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 25,786 | 116.38 | 459 | 119.14 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 25,527 | 1.72 | 454 | 2.95 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 622,473 | 11.44 | 11,080 | 12.77 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 62,151 | 1.03 | 1,106 | 2.22 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7,226,544 | 1.17 | 128,632 | 2.37 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 13,607 | 0 | ||||||
| 2025-04-03 | 13F | First Hawaiian Bank | 43,145 | 48.26 | 759 | 47.18 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 82,426 | 0.45 | 1,467 | 1.66 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 81,796 | 3.14 | 1,456 | 4.45 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 20,404 | 0.97 | 363 | 2.25 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 176,853 | 1.27 | 3,148 | 2.47 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 98,311 | 297.34 | 1,750 | 302.07 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 153,666 | 2,735 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 1,690,797 | 10.81 | 30,096 | 12.13 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 106,334 | 6.20 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2,006,773 | 4.19 | 35,721 | 5.44 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 313 | 1.29 | 6 | 0.00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 475,480 | 48.95 | 8,464 | 50.72 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 25,703 | 11.63 | 458 | 12.84 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 177,189 | 24.21 | 3,154 | 25.67 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 26,347 | 469 | ||||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 193,676 | 2.14 | 3,447 | 3.36 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 6,160 | 12.72 | 110 | 13.54 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 314 | 6 | ||||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 850,386 | 1.62 | 14,958 | 0.99 | ||||
| 2025-08-06 | 13F | ROI Financial Advisors, LLC | 82,120 | 35.11 | 1,462 | 36.67 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 752 | 37.73 | 13 | 44.44 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 36,625 | 652 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 264,106 | 5 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 584,542 | 5.52 | 10,405 | 6.77 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 11,178 | 199 | ||||||
| 2025-08-26 | NP | FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 29,737 | 2.11 | 529 | 3.32 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1,402,861 | 433.42 | 24,971 | 439.78 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 20,200 | 8.35 | 360 | 9.79 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 84,087 | 1.33 | 1,497 | 2.54 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 12,844 | 18.78 | 229 | 20.00 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 57,184 | 111.79 | 1,015 | 114.14 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 10,000 | 178 | |||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 141,498 | 42.39 | 2,519 | 44.13 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 722,073 | 4.06 | 12,853 | 5.30 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 347 | 6 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,030,909 | 5.63 | 18,350 | 6.89 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 25,288 | 1.32 | 450 | 2.51 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 381,102 | 12.98 | 6,784 | 14.33 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 453,262 | 8,068 | ||||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 484,380 | 4.05 | 8,622 | 5.29 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 343,418 | 1.92 | 6,113 | 3.14 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 15,555 | 11.86 | 277 | 13.11 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 636 | 385.50 | 11 | 450.00 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 21,119 | 1.16 | 376 | 2.18 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 317,957 | 25.22 | 5,644 | 26.35 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 61,905 | 178.26 | 1,101 | 181.59 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 59,848 | 0.75 | 1,065 | 2.01 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 14,656 | 261 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1,731,203 | 0.57 | 30,815 | 1.77 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 4,861 | 87 | ||||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 16,858 | 0.41 | 300 | 1.69 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 359,458 | 3.26 | 6,398 | 4.49 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 3,114 | 55 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,895,983 | 6.59 | 51,549 | 7.87 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 13,729 | 244 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1,644,525 | 3.71 | 29,273 | 4.95 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 554,777 | 2.40 | 9,903 | 4.09 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 20,058 | 18.22 | 357 | 19.80 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,281 | 23 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 163,544 | 0.92 | 2,911 | 2.14 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 46,601 | 7.51 | 829 | 11.73 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 20,293 | 61.90 | 361 | 64.09 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 62,759 | 2.43 | 1,117 | 3.71 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 79,945 | 2.97 | 1,423 | 4.25 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 507,992 | 3.69 | 9 | 12.50 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 393,356 | 4.87 | 7,002 | 6.12 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 31,730 | 8.94 | 565 | 10.16 | ||||
| 2025-06-25 | NP | HISF - First Trust Strategic Income ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 131,871 | 6.73 | 2,277 | 3.74 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 39,008 | 0.01 | 694 | 1.17 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 48,285 | 7.88 | 859 | 9.15 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 487,611 | 4.70 | 8,679 | 5.96 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 382,411 | 8.12 | 6,807 | 9.40 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 633,518 | 12.88 | 11,277 | 14.22 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 36,119 | 211.29 | 643 | 214.71 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3,499,674 | 1.01 | 62,299 | 2.24 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 14,764 | 0.22 | 263 | 1.16 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 96,072 | 9.65 | 1,710 | 10.97 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 49,022 | 9.26 | 873 | 10.52 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 519,573 | 5.18 | 9 | 12.50 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 116,743 | 1.85 | 2,078 | 3.08 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 298,370 | 0.34 | 5,380 | 5.43 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 13,230 | 0.70 | 236 | 1.73 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 262,442 | 0.04 | 4,671 | 1.24 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 359,087 | 4.13 | 6,392 | 4.72 | ||||
| 2025-07-29 | 13F | Creekside Partners | 33,859 | 26.23 | 603 | 27.81 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 80,774 | 0.03 | 1,438 | 1.20 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 88,016 | 3.88 | 1,548 | 3.06 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 143,971 | 0.07 | 2,563 | 1.26 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 227,493 | 45.56 | 4,050 | 47.33 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 36,541 | 2.88 | 650 | 4.17 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 704,738 | 50.04 | 12,544 | 51.85 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 440 | 1.15 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 14,007 | 249 | ||||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 51,836 | 168.36 | 923 | 171.98 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 812,847 | 95.96 | 14,469 | 98.30 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 21,635 | 1.12 | 385 | 2.39 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 10,842 | 7.24 | 193 | 8.47 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10,656 | 190 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 540 | 0.93 | 10 | 0.00 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 15,966 | 1.40 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 20,083 | 357 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 325 | 6 | ||||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 32,818 | 12.35 | 584 | 13.84 |
