Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund meliputi Modern Wealth Management, LLC, Summit Wealth Group Llc / Co, Penserra Capital Management LLC, MVFG - Monarch Volume Factor Global Unconstrained Index ETF, Gotham Asset Management, LLC, Wisconsin Wealth Advisors, LLC, Chilton Investment Co Llc, Quantinno Capital Management LP, Mpwm Advisory Solutions, Llc, KFA Private Wealth Group, LLC, Hilltop Partners LLC, Brass Tax Wealth Management, Inc, FSM Wealth Advisors, LLC, Tyche Wealth Partners LLC, Diversify Wealth Management, Llc, Exchange Traded Concepts, Llc, Winnow Wealth Llc, Quaker Wealth Management, LLC, Skopos Labs, Inc., dan Abound Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-01 | 13F | Park National Corp /oh/ | 494,509 | 2.03 | 22,105 | 2.28 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 108,228 | 0.40 | 4,838 | 0.65 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 371,926 | 7.88 | 16,625 | 8.15 | ||||
| 2025-08-07 | 13F | Nwam Llc | 80,223 | 27.39 | 3,625 | 29.14 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 4,891 | 0.18 | 219 | 0.46 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 210,934 | 38.55 | 9,429 | 38.89 | ||||
| 2025-08-14 | 13F | Comerica Bank | 80,147 | 13.01 | 3,583 | 13.28 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 37,686 | 0.00 | 1,706 | 3.46 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 107 | 148.84 | 5 | 300.00 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 20,081 | 7.49 | 898 | 7.81 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 13,580 | 0.12 | 612 | 1.16 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 15,499 | 1.19 | 693 | 1.47 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 352,820 | 76.16 | 15,771 | 76.61 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 11,717 | 0.01 | 524 | 0.19 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 5,648 | 4.05 | 252 | 6.78 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 39,571 | 10.10 | 1,769 | 10.36 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1,171 | 0.60 | 52 | 1.96 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 98,587 | 3.46 | 4,407 | 3.72 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 13,208 | 0.06 | 1 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 463,901 | 3.06 | 20,736 | 3.32 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 62,901 | 4.71 | 2,812 | 7.25 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 71,743 | 8.72 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 159,248 | 1.41 | 7,118 | 1.66 | ||||
| 2025-05-08 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 9,740 | 7.56 | 434 | 5.60 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 316,256 | 1.75 | 14,137 | 2.00 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 10,562 | 472 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 17,691,185 | 0.19 | 790,796 | 0.43 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4,022 | 59.16 | 180 | 59.82 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 4,338 | 40.34 | 194 | 40.88 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 14,492 | 5.60 | 648 | 5.89 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 42,563 | 76.03 | 1,903 | 76.44 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 135,153 | 1.97 | 6,041 | 2.22 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 28,680 | 2.98 | 1,282 | 3.22 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 10,420 | 0.11 | 466 | 0.22 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 1,735 | 100.58 | 78 | 102.63 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 115,902 | 6.19 | 5,181 | 6.45 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 480,517 | 4.78 | 21,479 | 5.04 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-07-31 | 13F | Moment Partners, LLC | 139,349 | 0.23 | 6,229 | 0.47 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 17,950 | 153.85 | 802 | 154.60 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 4,789 | 214 | ||||||
| 2025-08-11 | 13F | Capital Square, LLC | 24,830 | 0.16 | 1,122 | 1.45 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 5,929 | 2.56 | 265 | 3.11 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 323,100 | 3.25 | 14,443 | 3.51 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 5,040 | 0.60 | 225 | 0.90 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 6,807 | 4.47 | 304 | 4.83 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 11,858 | 13.22 | 530 | 13.73 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 24,045 | 1,075 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 113,530 | 3.03 | 5,075 | 3.28 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 121,850 | 50.19 | 5 | 66.67 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 8,627 | 386 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 162,628 | 0.15 | 7,269 | 0.40 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 11,133 | 0.04 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 17,811 | 5.23 | 796 | 5.57 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 10,696 | 1.19 | 478 | 1.49 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 762,256 | 0.54 | 34,446 | 1.89 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5,968 | 1.07 | 267 | 1.14 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10,700 | 19.77 | 481 | 20.60 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 28,136 | 0.18 | 1,258 | 0.40 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 203,106 | 182.03 | 9,079 | 182.72 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 109,133 | 155.66 | 4,878 | 161.98 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 82,655 | 4 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 4,630 | 0.04 | 207 | 0.00 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 17,475 | 4.79 | 795 | 17.28 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 283,463 | 3.00 | 12,671 | 3.26 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 2,941 | 7.85 | 131 | 10.08 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 241 | 0.42 | 11 | 0.00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,331 | 59 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 75,132 | 0.15 | 3,358 | 0.39 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 7,555 | 0.08 | 343 | 3.32 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 18,095 | 0.57 | 809 | 0.75 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 116,201 | 13.32 | 5,336 | 20.16 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 12,552 | 14.85 | 561 | 15.20 | ||||
| 2025-08-14 | 13F | Fmr Llc | 73,815 | 2.51 | 3,300 | 2.77 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 9,589 | 429 | ||||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 24,208 | 90.57 | 1,082 | 91.17 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 32,418 | 15.86 | 1,449 | 16.20 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 1,166 | 0.60 | 52 | 1.96 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 2,096 | 0.24 | 94 | 0.00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 67,939 | 3,037 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,823,653 | 14.11 | 82 | 14.08 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 29,062 | 0.75 | 1,299 | 1.01 | ||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 5,585 | 0.56 | 250 | 0.81 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 410,722 | 14.61 | 18,359 | 14.89 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2,267,270 | 0.18 | 101,346 | 0.42 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 8,807 | 394 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 319,289 | 0.30 | 14,272 | 0.54 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 27,034 | 17.10 | 1,208 | 17.40 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 10,649 | 64.31 | 476 | 65.28 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 11,513 | 7.72 | 515 | 7.98 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 515 | 23 | ||||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 25,459 | 1.00 | 1,138 | 1.25 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 12,205 | 0.39 | 546 | 0.55 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 26,781 | 10.01 | 1,197 | 10.32 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 10,451 | 0.58 | 467 | 0.86 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 1,016 | 45 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 35,874 | 45.62 | 1,604 | 45.99 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 25,132 | 20.93 | 1,123 | 21.27 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 16,543 | 1.37 | 739 | 1.65 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 6,490 | 2.92 | 290 | 3.20 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 4,176 | 19.86 | 187 | 24.00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 105,187 | 1,146.59 | 4,702 | 1,150.27 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11,180 | 0 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 4,394 | 201 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 245,520 | 378.81 | 10,975 | 380.05 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 43,382 | 1.66 | 1,939 | 4.14 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 137,837 | 0.77 | 6,161 | 1.03 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 80 | 4 | ||||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 6,558 | 293 | ||||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 131,905 | 3.37 | 5,896 | 3.64 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 268,684 | 12,010 | ||||||
| 2025-08-01 | 13F | Planning Directions Inc | 11,238 | 0.50 | 502 | 0.80 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 692 | 31 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 790 | 0.38 | 35 | 0.00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 77,428 | 9.93 | 3,461 | 10.22 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 10,693 | 0.02 | 478 | 0.21 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 477,604 | 3.78 | 21,349 | 4.03 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 121,194 | 16.75 | 5,417 | 17.05 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 660,409 | 1.97 | 29,520 | 2.22 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 8,820 | 0.07 | 394 | 0.25 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 4,793 | 3.23 | 209 | 0.97 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 278,627 | 2.97 | 12,672 | 10.42 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 86,041 | 12.16 | 3,846 | 12.46 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 30,263 | 2.90 | 1,353 | 3.13 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 25,660 | 0.23 | 1,147 | 0.53 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 6,688 | 0.15 | 299 | 0.34 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 152,017 | 45.28 | 6,795 | 46.95 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 13,590 | 2.14 | 607 | 2.36 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 478,883 | 3.37 | 21,406 | 3.63 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 27,623 | 1,235 | ||||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 6,191 | 0.13 | 277 | 0.36 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1,161 | 0.61 | 52 | 0.00 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 160,671 | 2.11 | 7,182 | 2.35 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1,699 | 0.30 | 76 | 0.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 105,110 | 102.80 | 4,698 | 103.29 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 522 | 23 | ||||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 5,672 | 255 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 36,990 | 1.49 | 1,653 | 1.72 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 8,450 | 2.19 | 378 | 2.45 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 15,760 | 704 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 137,719 | 6,156 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 420,598 | 1.21 | 18,801 | 1.46 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 18,113 | 0.67 | 810 | 0.87 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 382 | 0.53 | 17 | 6.25 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 7,691 | 0.39 | 344 | 0.59 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 429,241 | 31.30 | 19,071 | 31.98 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 64,382 | 9.42 | 2,878 | 9.68 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 9,183 | 0.04 | 410 | 0.24 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 6,158 | 0.59 | 275 | 1.10 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 15,631 | 15.84 | 699 | 16.14 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 201,579 | 4.61 | 9,011 | 4.86 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 5,887 | 263 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 18,144 | 16.58 | 811 | 17.03 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4,006,516 | 6.22 | 179,091 | 6.48 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 335,558 | 13.18 | 14,999 | 13.46 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 12,180 | 1.26 | 544 | 1.49 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 27,859 | 0.04 | 1,245 | 0.48 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 26,318 | 16.01 | 1,176 | 16.32 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 37,505 | 68.83 | 1,676 | 69.29 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3,309 | 148 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 33,320 | 0.90 | 1,489 | 1.15 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 502,705 | 5.13 | 22,471 | 5.39 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 5,803 | 0.05 | 259 | 0.39 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2,099 | 22.11 | 94 | 22.37 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 136,925 | 6,121 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 8,480 | 5.80 | 379 | 6.16 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 8,025 | 14.01 | 359 | 14.38 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 94,914 | 4,243 | ||||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 18,717 | 0.31 | 837 | 0.48 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 21,014 | 168.41 | 939 | 169.05 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 335 | 0 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 88 | 4 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 39,724 | 2.47 | 1,781 | 3.01 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 518,881 | 1.20 | 23 | 4.55 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 14,271 | 0.57 | 638 | 0.79 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6,347 | 4.17 | 284 | 4.43 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 42,206 | 1.21 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 17,340 | 0.41 | 775 | 0.65 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 5,579,921 | 15.72 | 249,413 | 16.42 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 13,051 | 50.13 | 583 | 50.65 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7,596 | 34.06 | 340 | 34.52 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 827 | 37 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 15,709 | 2.55 | 702 | 2.78 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 7,921 | 30.45 | 354 | 31.11 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 4,781 | 214 | ||||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 353,372 | 2.79 | 15,796 | 3.05 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 241,113 | 0.00 | 10,778 | 0.24 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 25,491 | 11.87 | 1,139 | 12.11 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 9,108 | 6.66 | 407 | 7.11 | ||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 196,001 | 4.89 | 8,761 | 5.15 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 245,277 | 6.29 | 10,964 | 6.55 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 300 | 14 | ||||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 56,085 | 18.02 | 2,507 | 18.26 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1,141,242 | 3.51 | 51,014 | 3.77 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 450 | 20 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 9,009 | 0.63 | 403 | 0.75 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 110,150 | 8.40 | 5 | 0.00 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 82,099 | 0.09 | 3,670 | 0.33 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 4,641 | 0.15 | 207 | 1.98 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 2,397 | 0.13 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 209,613 | 10.55 | 9,370 | 10.81 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 4,082 | 112.27 | 182 | 114.12 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 60,326 | 195.19 | 2,697 | 195.94 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 11,260 | 173.43 | 503 | 174.86 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,089 | 49 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 12,140 | 23.69 | 543 | 23.74 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 5,603 | 23.85 | 250 | 24.38 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 28 | 1 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 39,323 | 10.77 | 1,758 | 11.06 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 15,791 | 706 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 9,526 | 0.22 | 426 | 0.47 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 13,046 | 4.18 | 583 | 4.48 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,857,687 | 1.77 | 83,039 | 2.02 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 423,722 | 102.59 | 18,940 | 103.11 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 27,920 | 0.58 | 1,248 | 0.89 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 6,127 | 274 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 152,495 | 26.98 | 6,817 | 27.28 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 13,956 | 1.97 | 624 | 2.13 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 8,218 | 0.29 | 367 | 0.55 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 27,959 | 1.16 | 1,250 | 1.38 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 51,983 | 11.81 | 2,324 | 12.06 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 6 | -97.17 | ||||||
| 2025-07-21 | 13F | TFG Advisers LLC | 56,067 | 0.07 | 2,506 | 0.32 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 176,165 | 77.69 | 7,875 | 78.14 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 75,487 | 120.61 | 3,374 | 121.25 | ||||
| 2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 77,805 | 3,526 | ||||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 4,774 | 0.13 | 213 | 0.47 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 63,900 | 0.49 | 2,856 | 0.74 |
