Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF meliputi Bank of New York Mellon Corp, Adviser Investments LLC, Private Capital Management Llc, Investment Planning Advisors, Inc., Nelson, Van Denburg & Campbell Wealth Management Group, LLC, Lifelong Wealth Advisors, Inc., Alaska Permanent Capital Management, Capital A Wealth Management, LLC, Bradley Foster & Sargent Inc/ct, RFG Advisory, LLC, Coordinated Financial Services, Inc./CO, BLVD Private Wealth, LLC, Kingstone Capital Partners Texas, LLC, IFG Advisory, LLC, Kovitz Investment Group Partners, LLC, Hicks Capital Management Llc, Paul Damon & Associates, Inc., Prime Capital Investment Advisors, LLC, YHB Investment Advisors, Inc., dan Allegheny Financial Group LTD .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 18,980 | 3.06 | 1,188 | 8.01 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 5,350 | 42.67 | 335 | 49.78 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 254,894 | 7.33 | 15,951 | 12.55 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 2,163,590 | 14.19 | 135,397 | 19.74 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 6,219 | 2.07 | 389 | 7.16 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 132,739 | 8,307 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,472 | 92 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 3,897 | 244 | ||||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 35,474 | 2,220 | ||||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 209,635 | 8.24 | 13,119 | 13.50 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 28,629 | 18.76 | 1,792 | 24.55 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 12,460 | 81.69 | 780 | 90.46 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 27,736 | 1,736 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 5,077 | 8,361.67 | 318 | 10,466.67 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 9,142 | 5.66 | 572 | 10.85 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 70,515 | 1.05 | 4,413 | 5.96 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 97,960 | 20.25 | 6,130 | 26.11 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 44,273 | 1.28 | 2,771 | 6.21 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 17,603 | 210.40 | 1,102 | 225.74 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 14,324 | 896 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 3,300 | 207 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 38,066 | 12.66 | 2,382 | 18.15 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4,105 | 257 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 14,156 | 16.17 | 886 | 21.73 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 39,555 | 0.01 | 2,475 | 4.92 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 27,435 | 28.10 | 1,717 | 34.27 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 18,310 | 1,146 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 113,119 | 17.29 | 7,079 | 22.99 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 5,730 | 359 | ||||||
| 2025-07-31 | 13F | CAP Partners, LLC | 8,116 | 13.69 | 508 | 19.01 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,498,016 | 93,746 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 89,163 | 5,321 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 269,187 | 5.66 | 16,846 | 10.79 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 6,140 | 30.44 | 384 | 37.14 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 893 | 24.37 | 56 | 30.95 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 7,000 | 438 | ||||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 5,745 | 3.63 | 360 | 8.79 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 16,905 | 35.07 | 1,058 | 41.69 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 5,893 | 14.87 | 369 | 15.72 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 49,769 | 378.87 | 3,113 | 459.71 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 8,743 | 547 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,677,251 | 24.88 | 104,962 | 30.95 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 60,286 | 20.39 | 3,773 | 26.24 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 47,790 | 375.52 | 2,991 | 399.17 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 182,588 | 54.84 | 11,426 | 62.37 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,539 | 96 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 10,705 | 670 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 35,500 | 2,222 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 425,936 | 5.14 | 26,655 | 10.25 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 203,442 | 12,731 | ||||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 26,017 | 297.39 | 1,628 | 317.44 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 63,118 | 8.62 | 3,950 | 13.90 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 171,625 | 0.68 | 10,740 | 5.57 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 143,055 | 6.28 | 8,952 | 11.44 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 7,682 | 8.03 | 481 | 13.21 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 8,836 | 60.04 | 553 | 67.78 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 14,795 | 926 | ||||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 56,962 | 0.69 | 3,565 | 5.57 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 54,839 | 47.50 | 3,432 | 54.69 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 14,000 | 5.62 | 876 | 10.75 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 4,108 | 0.17 | 257 | 5.33 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 22,284 | 36.83 | 1,395 | 43.56 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 15,850 | 992 | ||||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 11,851 | 4.41 | 750 | 10.78 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 190,694 | 4.38 | 11,934 | 9.45 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 13,442 | 841 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 41,238 | 166.90 | 2,581 | 169.31 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 473 | 30 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 33,022 | 1.96 | 2,067 | 6.94 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 456,905 | 6.74 | 29 | 12.00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 10,831 | 12.56 | 1 | |||||
| 2025-07-22 | 13F | JSF Financial, LLC | 10,134 | 21.88 | 634 | 27.82 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 5,457 | 341 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 358,332 | 46.27 | 22,424 | 53.38 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 11,675 | 7.11 | 731 | 12.31 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3,008,402 | 1.06 | 188,270 | 5.97 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 263,510 | 13.00 | 16,491 | 18.49 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,194 | 138.80 | 75 | 155.17 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 267,931 | 16,767 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 215,388 | 84.48 | 13,638 | 95.75 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8,763 | 100.85 | 548 | 110.77 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 11,324 | 709 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7,527 | 6.89 | 471 | 12.14 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 7,481 | 19.81 | 468 | 25.81 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 78,491 | 120.14 | 4,912 | 130.89 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,909 | 7,854.17 | 119 | 11,800.00 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 2,111 | 132 | ||||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 36,181 | 2,159 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18,447 | 440.97 | 1,154 | 468.47 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 14,373 | 0.16 | 899 | 5.02 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 73,096 | 46.68 | 4,574 | 53.80 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 23,097 | 105.49 | 1,445 | 115.67 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 18,258 | 4.52 | 1,143 | 9.60 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,842 | 680.51 | 115 | 721.43 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 112,858 | 9.00 | 7,063 | 14.29 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 71,269 | 3.73 | 4,460 | 8.78 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 12,549 | 785 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 148,616 | 0.96 | 9,300 | 5.87 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 283 | 28,200.00 | 18 | |||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 242,683 | 9.51 | 15,187 | 14.84 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 35,751 | 63.33 | 2,134 | 57.18 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 20,003 | 30.32 | 1,252 | 36.68 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 169,089 | 10,582 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 208,109 | 41.51 | 13,023 | 48.39 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 7,248 | 4.62 | 454 | 9.69 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 84,270 | 19.96 | 5,274 | 25.79 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 25,441 | 2,266.60 | 1,592 | 2,387.50 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 116,202 | 7,271 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3,530 | 221 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9,312 | 192.55 | 583 | 207.94 | ||||
| 2025-07-15 | 13F | IMS Capital Management | 4,668 | 292 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 226,122 | 4.43 | 14,151 | 9.49 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 11,160 | 698 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 873,399 | 54,657 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 4,628 | 290 | ||||||
| 2025-05-02 | 13F | Napatree Capital Llc | 76,051 | 14.58 | 4,539 | 10.23 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 976,253 | 6.60 | 61,094 | 11.78 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8,545 | 17.73 | 535 | 23.33 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 27,795 | 216.03 | 1,739 | 231.87 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 319,356 | 1.82 | 19,985 | 6.77 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 39,075 | 2,445 | ||||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 3,669 | 0.14 | 219 | -3.96 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 42,531 | 3.23 | 2,662 | 8.26 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 50,736 | 15.64 | 3,175 | 21.28 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 189,205 | 4.59 | 11,840 | 9.67 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 786,491 | 0.49 | 49,219 | 5.37 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 79,662 | 4,985 | ||||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 14,240 | 6.13 | 891 | 11.38 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 11,777 | 737 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4,754 | 924.57 | 298 | 1,000.00 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 136,356 | 7.87 | 8,533 | 13.11 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 451 | 46.91 | 28 | 55.56 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 59,992 | 3,754 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 175 | 11 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 67,367 | 2.11 | 4,216 | 7.06 | ||||
| 2025-08-14 | 13F | Bank of Marin | 6,804 | 31.76 | 426 | 37.99 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 66,231 | 1.40 | 4,145 | 6.31 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 47,108 | 16.83 | 2,948 | 22.53 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 39,910 | 6,068.47 | 2,498 | 6,471.05 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 151,593 | 141.93 | 9,487 | 153.70 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 36,638 | 6.59 | 2,293 | 11.75 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 4,897 | 63.23 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 819 | 0 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 56,679 | 9.77 | 3,547 | 15.09 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 6,989 | 0.07 | 437 | 6.59 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,595 | 355.71 | 100 | 395.00 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 1,071,012 | 1.48 | 67,024 | 6.41 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 103,617 | 12.49 | 6,484 | 17.96 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 48,376 | 108.87 | 3,027 | 119.03 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 73,108 | 335.17 | 4,575 | 357.04 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 30,652 | 8.96 | 1,918 | 14.30 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 10,848 | 679 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 15,513 | 34.70 | 971 | 41.19 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 409 | 0.25 | 26 | 4.17 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 26,720 | 16.46 | 1,696 | 23.81 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 7,760 | 492 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 31,663 | 26.96 | 1,981 | 33.13 | ||||
| 2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 190,788 | 70.79 | 11,940 | 79.10 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3,349 | 49.11 | 210 | 55.97 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 117,767 | 7.94 | 7,445 | 14.15 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 39,785 | 2,490 | ||||||
| 2025-08-12 | 13F | Martin Worley Group | 15,545 | 3.50 | 973 | 8.48 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 13,839 | 1.35 | 866 | 6.39 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 7,708 | 8.24 | 482 | 9.30 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,566,323 | 14.48 | 160,517 | 19.99 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 270,280 | 81.46 | 16,914 | 90.27 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 2,298 | 144 | ||||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 83,999 | 9.81 | 5,257 | 15.14 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 135,947 | 8,508 | ||||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 105,657 | 6.42 | 6,612 | 11.59 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7 | 0 | ||||||
| 2025-08-14 | 13F | Concorde Financial Corp | 150 | 9 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 143,068 | 25.12 | 9 | 33.33 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 22,284 | 27.12 | 1,395 | 26.73 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 39,388 | 580.28 | 2,465 | 614.20 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 20,757 | 9.84 | 1,299 | 15.17 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,813,641 | 293.67 | 113,498 | 312.81 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 82,689 | 4.13 | 5,175 | 9.18 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 4,764 | 26.97 | 298 | 33.63 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 68,279 | 8.66 | 4,273 | 13.95 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,229,193 | 50.48 | 76,923 | 57.80 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6,932 | 46.77 | 434 | 54.09 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 59,640 | 5.59 | 3,732 | 10.74 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 189,967 | 4.10 | 11,888 | 9.16 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 30,538 | 21.12 | 1,911 | 27.06 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 55,483 | 33.80 | 3,477 | 40.54 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 114,697 | 166.56 | 7,178 | 179.59 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 20,230 | 3.40 | 1,266 | 8.40 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 23,451 | 260.95 | 1,468 | 279.07 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 32,396 | 2 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3,890 | 243 | ||||||
| 2025-07-17 | 13F | Park Place Capital Corp | 76,084 | 73.77 | 4,760 | 82.13 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 88,760 | 4.62 | 5,555 | 9.70 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 64,725 | 2.88 | 4,050 | 7.88 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,591,028 | 9.66 | 99,566 | 14.98 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 6,436 | 403 | ||||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 5,839 | 365 | ||||||
| 2025-07-31 | 13F | United Community Bank | 175 | 11 | ||||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 9,611 | 24.96 | 601 | 31.22 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 225,144 | 13,184 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,777,086 | 26.57 | 111,868 | 33.50 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 497 | 40.79 | 31 | 47.62 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7,684 | 13.02 | 481 | 18.52 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 589,884 | 1.95 | 36,915 | 11.69 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6,118 | 3.47 | 383 | 8.52 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,392,954 | 22.17 | 149,751 | 28.10 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 102,675 | 251.34 | 6,425 | 268.41 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 694,694 | 3.44 | 43,474 | 8.46 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 4,518 | 283 |
