Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF meliputi Congress Wealth Management LLC / DE /, Summit Wealth Group Llc / Co, Atlantic Union Bankshares Corp, VisionPoint Advisory Group, LLC, GGM Financials LLC, Apollon Financial, LLC, Blue Rock Wealth Management LLC, Natixis Advisors, L.p., Maseco Llp, Tradewinds, LLC., Lake Street Financial Llc, Allie Family Office LLC, Evolution Wealth Management Inc., Golden State Equity Partners, Heritage Wealth Partners, LLC, Smith Anglin Financial, LLC, Investor's Fiduciary Advisor Network, LLC, Eaton Financial Holdings Company, LLC, Robertson Stephens Wealth Management, LLC, dan Eqis Capital Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Nwam Llc | 4,688 | 0.02 | 298 | 8.76 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 25,895,165 | 9.32 | 1,624,662 | 17.17 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,958 | 750 | ||||||
| 2025-08-08 | 13F | AJ Advisors, LLC | 165,184 | 4.51 | 10,364 | 12.01 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 212,224 | 3.60 | 13,315 | 11.02 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 24,468 | 3.15 | 1,535 | 10.59 | ||||
| 2025-08-14 | 13F | Florida Financial Advisors, Llc | 4,353 | 8.66 | 275 | 17.52 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 24,574 | 1.23 | 1,542 | 8.44 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 17,860 | 4.89 | 1,121 | 12.45 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 388,880 | 14.92 | 24,399 | 23.17 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 96,264 | 3.96 | 6,040 | 11.42 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 101,806 | 4.31 | 6,387 | 11.80 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 88,680 | 38.28 | 5,191 | 36.89 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 21,777 | 28.06 | 1,366 | 37.42 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 156,165 | 20.27 | 9,798 | 28.89 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 219 | 14 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 2,734 | 172 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 59,611 | 0.69 | 3,740 | 7.94 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 9,765 | 26.26 | 1 | |||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 6,989 | 51.41 | 438 | 62.22 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 3,513 | 220 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 38,172 | 46.55 | 2 | 100.00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 348,174 | 4.42 | 21,844 | 11.91 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 321,045 | 13.67 | 20,142 | 21.83 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 28,591 | 17.48 | 1,794 | 25.91 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3,517 | 221 | ||||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 10,102 | 634 | ||||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 106,336 | 1.51 | 6,672 | 8.79 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 31,087 | 2.25 | 1,950 | 9.61 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 6,519 | 0.03 | 415 | 11.56 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1,640 | 103.47 | 103 | 126.67 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 67,907 | 2.26 | 4,260 | 9.60 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 94 | 1.08 | 6 | 0.00 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 349,978 | 2.41 | 21,958 | 9.75 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 11,189 | 58.87 | 702 | 70.39 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 12,485 | 4.38 | 783 | 17.39 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 4,709 | 1.42 | 295 | 8.86 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 33,586 | 0.51 | 2,107 | 7.72 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 16,147 | 58.35 | 1,013 | 69.97 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 279 | 18 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 931,960 | 3.77 | 58,471 | 11.21 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 144,621 | 4.95 | 9,073 | 12.47 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 27,731 | 21.42 | 1,740 | 30.07 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 372,731 | 0.27 | 23,385 | 7.47 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 44,638 | 4.95 | 2,801 | 12.49 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 147,989 | 3,584.07 | 9,285 | 3,817.30 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 8,298 | 521 | ||||||
| 2025-08-12 | 13F | GDS Wealth Management | 3,193 | 200 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 76,458 | 2.60 | 4,797 | 9.95 | ||||
| 2025-08-13 | 13F | Wills Financial Group LLC | 9,809 | 5.70 | 615 | 13.26 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 16,651 | 0.83 | 1,045 | 8.07 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 148,470 | 11.29 | 9,315 | 19.29 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4,328,699 | 26.53 | 271,583 | 35.61 | ||||
| 2025-07-16 | 13F | Novem Group | 19,090 | 2.99 | 1,198 | 10.32 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 145,728 | 2.59 | 9,143 | 9.95 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 115,789 | 21.26 | 7,265 | 29.95 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,438,734 | 3.80 | 153,006 | 11.25 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 30,167 | 10.98 | 1,893 | 18.92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1,101,967 | 125.02 | 69,137 | 141.17 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 65,483 | 8.00 | 4,108 | 15.75 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 453 | 0.22 | 28 | 7.69 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 3,966 | 249 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 22,805 | 0.02 | 1,431 | 7.20 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 18,153 | 0.02 | 1,139 | 7.16 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 189,775 | 98.64 | 11,906 | 112.91 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 114,863 | 7.88 | 7,207 | 15.63 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 5,855 | 367 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 126,505 | 2.66 | 7,937 | 10.02 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 277,590 | 14.78 | 17,416 | 23.01 | ||||
| 2025-08-14 | 13F | Comerica Bank | 135,282 | 8.62 | 8,488 | 16.42 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 848,500 | 26.92 | 53,235 | 36.03 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 4,183 | 10.31 | 262 | 18.55 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 90,823 | 95.37 | 5,698 | 109.41 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 417,481 | 30.88 | 26,193 | 40.27 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 84,706 | 368.14 | 5,314 | 401.79 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3,240,145 | 6.77 | 203,194 | 14.35 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3,545 | 277.13 | 222 | 303.64 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 11,756 | 12.85 | 738 | 21.02 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 119,823 | 6.73 | 7,518 | 14.40 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 179,753 | 4.00 | 11,278 | 11.45 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,344,406 | 5.48 | 84 | 13.51 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 23,414 | 13.70 | 1,469 | 21.83 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 10,363 | 1 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2,286,136 | 6.18 | 143,436 | 13.79 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 4,460 | 346.00 | 280 | 381.03 | ||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 5,777 | 17.95 | 362 | 26.57 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 17,197 | 0.06 | 1,085 | 10.50 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 108,475 | 17.58 | 6,806 | 26.02 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 13,686 | 48.05 | 859 | 58.60 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5,657 | 38.11 | 355 | 48.12 | ||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 11,333 | 663 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 53,159 | 6.73 | 3,335 | 14.41 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 14,604 | 14.15 | 916 | 22.46 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 67,612 | 9.29 | 4,242 | 18.13 | ||||
| 2025-08-14 | 13F | Fmr Llc | 37,577 | 1.32 | 2,358 | 8.57 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 27,903 | 1.87 | 1,751 | 9.17 | ||||
| 2025-07-17 | 13F | City Holding Co | 130,844 | 13.56 | 8,209 | 21.71 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 149,399 | 6.71 | 9,373 | 14.37 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 119,055 | 191.87 | 7,469 | 212.90 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 18,053 | 4.30 | 1,133 | 11.75 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 541,777 | 2.82 | 33,991 | 10.20 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 3,505 | 0.26 | 220 | 7.35 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 75,954 | 1.47 | 4,765 | 8.77 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 61,777 | 1.99 | 3,876 | 9.31 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 57,329 | 24.90 | 3,597 | 33.83 | ||||
| 2025-07-14 | 13F | Strategic Planning Group, Llc | 233,307 | 2.63 | 14,638 | 9.99 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,017,109 | 23.73 | 64 | 31.25 | ||||
| 2025-07-15 | 13F | Maseco Llp | 8,858 | 556 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 40,597 | 8.75 | 2,547 | 16.57 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 6,448 | 405 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 6,539 | 8.55 | 410 | 16.48 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 10,284 | 13.40 | 645 | 21.70 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 7,192 | 27.68 | 451 | 37.08 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 10,073 | 0.09 | 632 | 7.13 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,633 | 102 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 177,834 | 18.49 | 11,157 | 27.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 940,700 | 0.93 | 59,020 | 8.17 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 21,431 | 5.55 | 1,345 | 13.13 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 29,575 | 1.83 | 1,856 | 9.12 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 5,676 | 28.07 | 356 | 37.45 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 5,400 | 193.64 | 339 | 215.89 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 22,631 | 1.25 | 1,420 | 8.49 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 173,000 | 80.85 | 10,854 | 93.86 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 9,542 | 27.01 | 609 | 47.57 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 244 | 480.95 | 15 | 650.00 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 98,944 | 10.43 | 6,208 | 18.34 | ||||
| 2025-08-14 | 13F | Betterment LLC | 48,475 | 19.45 | 3 | 50.00 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 122,004 | 15.89 | 7,655 | 24.21 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 206,604 | 5.34 | 12,962 | 12.90 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 367,052 | 12.48 | 23,029 | 20.55 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 19,923 | 2.06 | 1,250 | 9.37 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 140,311 | 3.82 | 8,977 | 18.85 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 79,215 | 2.98 | 4,970 | 10.35 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 536,395 | 0.47 | 33,653 | 7.68 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 62,720 | 13.05 | 4,034 | 28.24 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 180,924 | 5.32 | 11,351 | 12.88 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 21,715 | 33.11 | 1,362 | 34.58 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 16,450 | 16.78 | 1,032 | 25.24 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2,795,239 | 3.63 | 175,373 | 11.07 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 78,119 | 0.66 | 4,901 | 7.90 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 23,579 | 2.50 | 1,479 | 9.88 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 11,026 | 11.91 | 692 | 19.97 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 25,338 | 1,590 | ||||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 4,302 | 0.02 | 270 | 7.17 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 83 | 5 | ||||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 418 | 26 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14,110 | 41.62 | 885 | 51.80 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 117,819 | 0.99 | 7,392 | 8.23 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 7,655 | 0.31 | 480 | 7.62 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 648 | 34.16 | 41 | 42.86 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 171,103 | 2.77 | 10,735 | 15.20 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 14,628 | 1.02 | 940 | 11.52 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 9,485 | 2.46 | 595 | 9.98 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 853,924 | 3.35 | 53,575 | 10.76 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 221,996 | 4.40 | 13,928 | 11.90 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 151,783 | 1.06 | 9,523 | 8.30 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 63,896 | 11.47 | 4,009 | 22.98 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 25,102 | 561.80 | 1,575 | 609.01 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 57,947 | 11.47 | 3,636 | 19.45 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1,708 | 32.81 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3,215 | 202 | ||||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 14,377 | 6.88 | 902 | 14.49 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 255,823 | 20.44 | 16,050 | 29.08 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 10,346 | 4.87 | 649 | 12.48 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 156,483 | 2.76 | 9,761 | 9.50 | ||||
| 2025-07-23 | 13F | Horizon Advisory Services, Inc. | 567,208 | 0.59 | 35,587 | 7.80 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 2,622,035 | 3.79 | 164,506 | 11.24 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 122,446 | 13.28 | 7,682 | 21.42 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 3,250 | 204 | ||||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 46,284 | 79.29 | 2,904 | 92.12 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 266,237 | 96.55 | 16,704 | 110.66 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 15,453 | 2.64 | 970 | 9.99 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 145,471 | 21.82 | 9,127 | 30.56 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 60,375 | 54.61 | 3,788 | 65.70 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 12,276 | 52.82 | 770 | 63.83 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 59,039 | 3,780 | ||||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 5,456 | 0.09 | 342 | 7.21 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 4,130 | 0.02 | 259 | 7.47 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 33,621 | 5.72 | 2,181 | 23.92 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 6,696 | 42.68 | 420 | 53.28 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 58,408 | 175.98 | 3,665 | 195.96 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 481,513 | 1.11 | 30,210 | 8.37 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 286,447 | 26.26 | 17,972 | 35.31 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 4,125 | 259 | ||||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 14,854 | 16.06 | 932 | 24.30 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 542,059 | 4.46 | 34,009 | 11.95 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 101,759 | 3.01 | 6,384 | 10.41 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 367,543 | 4.85 | 23,060 | 12.37 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 445 | 15.28 | 28 | 22.73 | ||||
| 2025-07-23 | 13F | GGM Financials LLC | 29,575 | 1,856 | ||||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 75,564 | 1.70 | 4,741 | 8.99 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 10,008 | 34.30 | 628 | 43.81 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 76,570 | 55.92 | 4,804 | 67.15 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7,843 | 492 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 146,717 | 74.78 | 9,203 | 87.09 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 180,582 | 127.22 | 11,330 | 143.53 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 224,504 | 29.82 | 14,085 | 39.14 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 2,000 | 125 | ||||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 13,133 | 24.97 | 824 | 33.82 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 28,113 | 150.99 | 1,764 | 169.16 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 61,659 | 3.41 | 3,869 | 10.83 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 103,233 | 16.41 | 6,477 | 24.75 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 176,967 | 1.80 | 11,103 | 9.10 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 12,674 | 0.33 | 795 | 7.58 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 325,463 | 3.45 | 20,420 | 10.88 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4,212 | 0 | ||||||
| 2025-07-15 | 13F | Lynch & Associates/in | 16,459 | 8.05 | 1,033 | 15.82 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 5,783 | 1.30 | 363 | 8.38 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 5,785 | 0.68 | 363 | 8.04 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 6,090 | 8.96 | 382 | 16.82 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 31,120 | 0.67 | 1,952 | 7.90 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 534,527 | 4.22 | 33,536 | 11.70 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 122,493 | 4.49 | 7,685 | 11.99 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 377,614 | 80.72 | 23,692 | 93.70 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 5,848 | 0.88 | 367 | 7.96 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 117,721 | 27.98 | 7,386 | 37.17 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 666,963 | 7.26 | 41,845 | 14.95 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 364,470 | 26.70 | 22,867 | 35.79 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 107,003 | 7.71 | 6,713 | 15.44 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 14,173 | 19.28 | 890 | 27.91 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 15,108 | 88.26 | 948 | 101.92 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6,537,057 | 4.11 | 410,135 | 11.58 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 59,562 | 0.27 | 3,799 | 19.66 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 70,237 | 2.41 | 4 | 0.00 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 15,072 | 1.86 | 946 | 9.12 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 8,218 | 2.42 | 516 | 9.81 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 17,473 | 1,096 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 36,758 | 38.94 | 2,306 | 48.97 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 24,557 | 0.14 | 1,541 | 7.32 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 199,426 | 2.19 | 12,512 | 9.52 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 19,820 | 10.55 | 1,244 | 18.49 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 527 | 201.14 | 33 | 230.00 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 143,240 | 8,987 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 3,648 | 229 | ||||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 296,274 | 1.00 | 18,588 | 8.25 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 47,173 | 3.32 | 2,960 | 10.74 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 12,762 | 3.85 | 801 | 11.27 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 589,845 | 2.82 | 37,007 | 10.19 | ||||
| 2025-05-28 | NP | MFUL - Mindful Conservative ETF | 22,853 | 221.10 | 1,338 | 264.31 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 550 | 0.18 | 35 | 6.25 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 24,116 | 5.04 | 1,513 | 12.57 | ||||
| 2025-08-14 | 13F | UBS Group AG | 5,115,328 | 5.32 | 320,936 | 12.87 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 6,049 | 5.07 | 383 | 13.35 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 3,888 | 244 | ||||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 21,606 | 1.58 | 1,356 | 8.84 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 37,095 | 1.80 | 2,327 | 9.10 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 9,858,738 | 3.52 | 618,537 | 10.95 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 1,060,141 | 10.93 | 66,539 | 18.89 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 375 | 24 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 227,353 | 10.69 | 14,264 | 18.64 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 127,471 | 2,449.42 | 7,998 | 2,638.70 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 56,241 | 5.56 | 3,529 | 13.11 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 14,190 | 1.65 | 890 | 8.94 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 47,166 | 70.38 | 2,959 | 82.65 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 61,488 | 4.78 | 3,922 | 14.15 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 78,417 | 15.30 | 4,920 | 23.56 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 6,145 | 16.87 | 386 | 25.41 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 306 | 20 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 28,333 | 9.70 | 1,778 | 17.60 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 120 | 8 | ||||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 146,810 | 18.75 | 9,211 | 27.26 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 65,851 | 42.82 | 4,177 | 54.72 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 23,499 | 5.05 | 1,474 | 12.61 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 103,427 | 3.09 | 6,489 | 10.51 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 296,408 | 2.12 | 18,597 | 9.45 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 85,278 | 106.97 | 5,350 | 121.90 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 144,587 | 5.78 | 9,071 | 13.37 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 11,201,473 | 1.81 | 702,780 | 9.11 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 30,136 | 2.03 | 1,891 | 9.31 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 905,565 | 31.61 | 56,525 | 41.56 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 143,530 | 112.58 | 9,005 | 127.86 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 28,377 | 8.19 | 1,780 | 15.96 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 113,678 | 0.72 | 7,132 | 7.95 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 10,798 | 0.27 | 677 | 7.46 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,403,926 | 44.29 | 88,082 | 54.64 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 31,118 | 51.07 | 1,952 | 61.99 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 578,049 | 0.45 | 36,267 | 7.66 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 205,819 | 5.15 | 12,913 | 12.70 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 38,768 | 1.46 | 2,432 | 8.77 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 3,849 | 241 | ||||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 98,772 | 1.23 | 6,197 | 8.49 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 88,054 | 7.36 | 5,525 | 15.06 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 290,787 | 5.68 | 18,244 | 13.26 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 46,420 | 8.46 | 2,912 | 16.25 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 16,942 | 27.85 | 1,063 | 37.03 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 27,801 | 7.24 | 1,744 | 14.96 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 4,789 | 0.04 | 300 | 7.14 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 89,194 | 92.86 | 5,221 | 90.90 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 25,083 | 1,574 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 98,169 | 3.60 | 6,159 | 11.05 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 91,026 | 14.27 | 5,329 | 42.04 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 185,356 | 6.16 | 11,629 | 12.63 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 103,766 | 72.21 | 6,510 | 84.58 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 11,720 | 37.77 | 735 | 47.59 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 78,142 | 31.09 | 4,903 | 40.50 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 214,552 | 3.19 | 13,461 | 10.59 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 568 | 36 | ||||||
| 2025-08-14 | 13F | Dagco, Inc. | 20,127 | 8.99 | 1,263 | 16.74 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 525,641 | 1.62 | 32,979 | 8.91 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 28,296 | 36.90 | 1,775 | 46.82 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 906,359 | 4.47 | 56,865 | 11.97 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 6,152 | 386 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2,337,390 | 22.87 | 146,648 | 31.68 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 346,323 | 4.70 | 21,732 | 12.21 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 79,960 | 11.14 | 5,017 | 19.12 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 14,806 | 0.43 | 929 | 7.53 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 297 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 87,090 | 1.87 | 5,464 | 9.19 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 23,934 | 104.04 | 1,502 | 118.80 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 17,967 | 0.27 | 1,127 | 7.54 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 198,677 | 2.03 | 12,465 | 9.35 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 5,420 | 34.69 | 340 | 44.68 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 4,438 | 0.16 | 0 | |||||
| 2025-08-05 | 13F | Claro Advisors LLC | 75,377 | 1.91 | 4,729 | 9.24 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 8,890 | 0.01 | 1 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,969,781 | 12.74 | 249,065 | 20.83 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 8,885 | 0.08 | 557 | 7.32 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 127,462 | 1.79 | 7,997 | 9.09 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 62,340 | 10.12 | 3,911 | 18.01 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 14,778 | 66.06 | 865 | 64.45 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 3,019 | 303.61 | 189 | 339.53 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 12,276 | 10.18 | 770 | 18.10 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 14,353 | 900 | ||||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 186,910 | 2.94 | 11,727 | 10.32 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 142,115 | 119.21 | 8,916 | 134.94 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 7,074,097 | 15.66 | 442,526 | 23.92 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 18,818 | 2.25 | 1,181 | 9.56 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 318,347 | 5.88 | 19,973 | 13.48 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 26,213 | 100.24 | 2 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 3,460 | 217 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 236,612 | 1.57 | 14,845 | 8.85 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 69,542 | 1.51 | 4,363 | 8.80 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 3,903 | 0.18 | 245 | 7.02 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 31,046 | 1,948 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 274,842 | 26.98 | 17,244 | 36.08 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10,604 | 123.34 | 665 | 140.07 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 122 | 8 | ||||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 106,899 | 3.59 | 6,707 | 11.03 | ||||
| 2025-07-28 | 13F | Dash Acquisitions Inc. | 3,199 | 206 | ||||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 4,659 | 292 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 228,237 | 3.65 | 14,320 | 12.07 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 4,359 | 3.15 | 276 | 16.95 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 4,988 | 0.79 | 313 | 7.96 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 6,107 | 383 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 21,715 | 23.32 | 1,362 | 32.23 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 196,566 | 12,333 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 102,900 | 5.96 | 6,456 | 12.40 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 64,200 | 4,028 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 38,681 | 10.67 | 2,427 | 18.57 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,358,900 | 7.04 | 85 | 14.86 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 20,308 | 1.84 | 1,274 | 9.17 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | -100.00 | ||||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 56,755 | 6.27 | 3,561 | 13.88 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 21,562 | 3.40 | 1,353 | 10.82 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 57,506 | 10.13 | 3,608 | 17.99 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 8,082 | 507 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 545,512 | 2.29 | 34,225 | 9.63 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 106,077 | 156.89 | 6,621 | 180.67 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 8,986 | 4.05 | 564 | 11.49 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 82,306 | 20.14 | 5,164 | 28.75 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 23,255 | 4.79 | 1,459 | 12.32 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1,018,270 | 5.55 | 63,886 | 13.13 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 271,590 | 5.55 | 17,040 | 13.13 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 652 | 0.46 | 41 | 5.26 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 5,096 | 6.45 | 285 | 0.71 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 16,851,576 | 0.77 | 1,057,268 | 8.00 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 228 | 10.14 | 14 | 16.67 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 83,835 | 0.94 | 5,260 | 8.17 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 4,671 | 273 | ||||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 33,489 | 89.49 | 2,101 | 103.19 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 35,937 | 0.79 | 2,244 | 7.52 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 119,810 | 7,517 | ||||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 7,901 | 1.46 | 496 | 8.79 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 724 | 20.67 | 45 | 28.57 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 5,659 | 977.90 | 355 | 1,083.33 |
