Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF meliputi Genesis Private Wealth, Llc, Wesbanco Bank Inc, Goldman Sachs Group Inc, Marino, Stram & Associates Llc, Summit Wealth Group Llc / Co, Divergent Planning, LLC, Hidden Cove Wealth Management, LLC, Gts Securities Llc, Tradewinds, LLC., Mpwm Advisory Solutions, Llc, EP Wealth Advisors, Inc., Certified Advisory Corp, Lake Street Financial Llc, Kaydan Wealth Management, Inc., Titleist Asset Management, Llc, FTBI - First Trust Balanced Income ETF, Asset Dedication, LLC, Barnes Dennig Private Wealth Management LLC, Hollencrest Capital Management, dan Hantz Financial Services, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 16,122 | 794 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 133,821 | 3.78 | 6,592 | 4.01 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 38,446 | 27.63 | 1,894 | 27.91 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 69,401 | 264.71 | 3,419 | 265.56 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 249,853 | 0.23 | 12,308 | 0.43 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 16,475 | 0.61 | 812 | 0.87 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 54,953 | 2,707 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 10,551 | 520 | ||||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 6,677 | 0.13 | 329 | 0.31 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 15,320 | 29.21 | 755 | 30.68 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 27,759 | 2.66 | 1,367 | 2.86 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 115,777 | 3.58 | 5,703 | 3.80 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 20,408 | 54.88 | 1,005 | 55.33 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 42,202 | 2.18 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 10,032 | 3.19 | 494 | 3.56 | ||||
| 2025-05-06 | 13F | JPL Wealth Management, LLC | 25,642 | 1,237 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11,956 | 15.73 | 589 | 15.98 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 13,325 | 9.63 | 656 | 9.88 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 72,344 | 0.81 | 3,564 | 1.02 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 32,869 | 266.07 | 1,619 | 267.12 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 48,354 | 6.59 | 2,382 | 6.77 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 126,722 | 2.10 | 6,242 | 2.31 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 67,607 | 2.11 | 3,330 | 2.34 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 441,694 | 0.87 | 21,758 | 1.07 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 60,981 | 0.47 | 3,004 | 0.67 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 8,762 | 432 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 42,269 | 598.20 | 2,082 | 601.01 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8,797 | 0.13 | 433 | 0.46 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 4,107 | 202 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 175,600 | 8,650 | ||||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 66,661 | 11.36 | 3,284 | 11.59 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 850,960 | 25.95 | 41,928 | 26.19 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 333,039 | 8.14 | 16,406 | 8.36 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 6,107 | 0.08 | 301 | 0.33 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 46,102 | 0.01 | 2,271 | 0.22 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 10,542,980 | 13.98 | 519,347 | 14.21 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 269,441 | 2.50 | 13,273 | 2.70 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 833,495 | 4.69 | 41,058 | 4.90 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 11,814 | 582 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13,993 | 29.30 | 689 | 29.51 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 13,078 | 4.32 | 644 | 4.55 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 4,227 | 208 | ||||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 4,602 | 0.88 | 227 | 0.89 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 7,604 | 375 | ||||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 19,500 | 101.03 | 961 | 101.68 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 407,129 | 0.62 | 20,055 | 0.83 | ||||
| 2025-07-25 | NP | LDSF - First Trust Low Duration Strategic Focus 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 | 878,118 | 5.00 | 42,940 | 4.48 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 101,800 | 68.63 | 5,015 | 68.99 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 19,745 | 10.92 | 973 | 11.09 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 970,436 | 4.52 | 47,804 | 4.73 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 305,634 | 139.44 | 15,056 | 139.92 | ||||
| 2025-07-17 | 13F | City Holding Co | 53,715 | 2.16 | 2,645 | 2.36 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 14,366 | 146.80 | 708 | 147.20 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4,618 | 0.11 | 227 | 0.44 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 59,543 | 8.90 | 2,933 | 9.11 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 249,146 | 3.79 | 12,273 | 4.00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 6,674 | 11.36 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 19,193 | 4.49 | 945 | 4.65 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 53,330 | 7.20 | 2,627 | 7.44 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 25,770 | 33.04 | 1,269 | 33.30 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 4,735 | 2.18 | 233 | 2.64 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 5,761 | 284 | ||||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 40,555 | 18.33 | 1,998 | 18.59 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 100,919 | 8.16 | 4,971 | 8.40 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 48,119 | 1.21 | 2,370 | 1.41 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 12,376 | 0.55 | 609 | 0.50 | ||||
| 2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 64,272 | 1.64 | 3,166 | 1.87 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 400 | 0 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 19,823 | 3.02 | 976 | 3.28 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 128,132 | 6.07 | 6,312 | 6.28 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 8,976 | 1.14 | 442 | 1.38 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 309,900 | 7.08 | 15,266 | 7.30 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1,864 | 1.08 | 92 | 1.11 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 991,200 | 2.15 | 48,827 | 2.35 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 105,213 | 7.26 | 5,183 | 7.47 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 104,881 | 1.47 | 5,166 | 1.67 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 11,096 | 0.21 | 547 | 0.92 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 127,903 | 7.52 | 6,283 | 7.44 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4,643 | 0.11 | 229 | 0.44 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 17,150 | 15.06 | 845 | 15.30 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1,778 | 0.28 | 88 | 1.16 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 16,635 | 1.46 | 819 | 1.61 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 35,550 | 10.22 | 1,751 | 10.47 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 250 | 0 | ||||||
| 2025-07-11 | 13F | Grove Bank & Trust | 156,777 | 2.41 | 7,723 | 2.60 | ||||
| 2025-07-25 | NP | LALT - First Trust Multi-Strategy Alternative ETF | 25,235 | 1,112.06 | 1,234 | 1,145.45 | ||||
| 2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 2,565 | 126 | ||||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 37,789 | 30.68 | 1,861 | 30.96 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 152,694 | 75.43 | 7,508 | 75.48 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 116 | 0.87 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5,180,190 | 1.88 | 255,176 | 2.09 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 117,644 | 5,795 | ||||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 17,580 | 2.03 | 866 | 2.13 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 24,346 | 115.66 | 1,199 | 116.43 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 422,450 | 2.47 | 20,810 | 2.68 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 736,493 | 3.41 | 36,014 | 3.35 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,595,511 | 5.43 | 177,115 | 5.65 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 604 | 113.43 | 29 | 123.08 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16,186 | 797 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 5,020 | 247 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 29,114 | 1.08 | 1,431 | 1.35 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,841,616 | 7.52 | 90,718 | 7.74 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 26,127 | 79.88 | 1,287 | 80.11 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 453,087 | 4.02 | 22,319 | 4.24 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 5,150 | 1.02 | 254 | 1.20 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 24,671 | 0.00 | 1,215 | 0.25 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 35,852 | 2 | ||||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 4,228 | 2.45 | 208 | 2.97 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 361,143 | 92.47 | 17,788 | 89.71 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 755,493 | 1.27 | 37,216 | 1.48 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 93,437 | 4,603 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 18,040 | 1.17 | 889 | 1.37 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 17,061 | 840 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 9,343 | 459 | ||||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 305 | 15 | ||||||
| 2025-07-30 | 13F | Patten Group, Inc. | 41,085 | 4.35 | 2,024 | 4.55 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 357,186 | 1.35 | 17,595 | 1.56 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 18,932 | 2.99 | 933 | 3.21 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 81,655 | 2.36 | 4,022 | 2.58 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 81,086 | 40.74 | 3,994 | 41.03 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 106,401 | 18.53 | 5,241 | 18.76 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 16,010 | 0.40 | 1 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 8,530 | 6.07 | 420 | 6.33 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 52,797 | 7.08 | 2,601 | 7.30 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 85,195 | 9.88 | 4,197 | 10.10 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 363,206 | 104.02 | 17,892 | 104.45 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 23,782 | 7.56 | 1,172 | 7.83 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 12,126 | 8.22 | 597 | 8.55 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 224,226 | 32.41 | 11,045 | 32.67 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 54,223 | 12.27 | 2,671 | 12.51 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 13,443,257 | 4.30 | 662,215 | 4.51 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 146,582 | 1.88 | 7,221 | 2.09 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 8,659 | 8.78 | 427 | 8.95 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 5,058 | 0.44 | 249 | 0.81 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,097 | 32.97 | 54 | 35.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 321,449 | 5.93 | 15,835 | 6.15 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 6,049 | 0.72 | 298 | 0.68 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 18,407 | 4.77 | 907 | 4.98 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 307,531 | 10.21 | 15,149 | 10.43 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 4,527 | 2.12 | 223 | 2.76 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 38,572 | 3.29 | 1,900 | 3.54 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 633 | 497.17 | 31 | 520.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4,963,965 | 20.21 | 244,525 | 20.45 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 100 | 5 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 196,329 | 9,671 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 6,700 | 34.00 | 330 | 34.69 | |||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 172,059 | 0.48 | 8,476 | 0.69 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 134,552 | 0.77 | 6,628 | 0.98 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 5,195 | 0.08 | 256 | 0.00 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 299,341 | 0.08 | 14,746 | 0.29 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 60,565 | 43.95 | 2,978 | 44.23 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 5,302 | 261 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 54,529 | 52.66 | 2,686 | 53.05 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 27,094 | 7.34 | 1,335 | 7.58 | ||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 395,350 | 1.30 | 19,475 | 1.50 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 925 | 46 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 14,186 | 1.60 | 1 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 252,052 | 11.44 | 12,416 | 11.66 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 115,343 | 1.94 | 5,682 | 2.14 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,364 | 67 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 1,103,235 | 11.45 | 54,345 | 11.68 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 506,206 | 1.83 | 24,936 | 2.04 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 52,832 | 4.58 | 2,603 | 4.79 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 638 | 31 | ||||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 10,315 | 3.65 | 508 | 3.89 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 469,605 | 3.17 | 23,133 | 3.38 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 17,445 | 859 | ||||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 27,827 | 6.27 | 1,371 | 6.45 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 46,587 | 81.26 | 2,295 | 81.63 | ||||
| 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 | 141,467 | 4.96 | 6,946 | 5.74 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 111,893 | 13.53 | 5,512 | 13.77 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 49,077 | 15.95 | 2,418 | 16.99 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 103,587 | 0.08 | 5,103 | 0.29 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 9,931 | 489 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 5,252 | 23.78 | 259 | 24.04 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 4,351 | 214 | ||||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 8,569 | 54.76 | 422 | 54.78 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 24,758 | 1,220 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 11,739 | 18.18 | 578 | 18.44 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 4,487 | 221 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 5,657 | 23.41 | 279 | 23.56 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 11,358 | 235.44 | 559 | 236.75 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4,323 | 15.90 | 213 | 15.85 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 61 | 3 | ||||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 82,836 | 130.97 | 4,077 | 131.20 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 42,033 | 55.78 | 2,067 | 55.81 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 | 0.00 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5,657 | 279 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,630,521 | 18.01 | 80,319 | 18.24 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 18,058 | 890 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 1,596 | 133.67 | 78 | 136.36 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4,435 | 218 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 4,645 | 1.02 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 325,317 | 4.55 | 16,025 | 4.76 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 327 | 16 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5,792 | 32.27 | 285 | 32.56 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 206,962 | 1.43 | 10 | 0.00 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 176,778 | 1.80 | 8,708 | 2.01 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 16,475 | 812 | ||||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 312,260 | 1.80 | 15,380 | 2.00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 775,525 | 4.51 | 38,202 | 4.72 |
