Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF meliputi Procyon Private Wealth Partners, LLC, Bennett Associates Wealth Management, MVFG - Monarch Volume Factor Global Unconstrained Index ETF, Grant Private Wealth Management Inc, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Arista Wealth Management, LLC, Symphony Financial, Ltd. Co., Traction Financial Partners, LLC, Two Sigma Investments, Lp, Kingstone Capital Partners Texas, LLC, Summit Wealth Group Llc / Co, Aqr Capital Management Llc, EP Wealth Advisors, Inc., Whitaker-Myers Wealth Managers, LTD., Kaydan Wealth Management, Inc., Bessemer Group Inc, Headland Capital, LLC, Park Avenue Securities Llc, Consolidated Portfolio Review Corp, dan Savvy Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | RFG Advisory, LLC | 358,188 | 5.14 | 12,637 | 10.73 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 324,002 | 16.00 | 11,431 | 22.15 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 48,440 | 51.73 | 1,709 | 59.78 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 14,098 | 4.61 | 497 | 10.20 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 42,278 | 0.90 | 1,492 | 6.27 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 69,402 | 2,448 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 10,355 | 0.49 | 365 | 5.80 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 11,086 | 4.83 | 391 | 10.45 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 44,454 | 1,611 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 9,471 | 2,128.47 | 334 | 2,285.71 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 11,588 | 13.63 | 418 | 21.22 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 13,753 | 0.84 | 485 | 6.36 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 9,666 | 20.60 | 350 | 39.04 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,722 | 14.95 | 61 | 20.00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 36,188 | 15.69 | 1,212 | 8.12 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 3,376,574 | 8.99 | 119,126 | 14.78 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 27,092 | 6.92 | 956 | 12.62 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 58,630 | 16.42 | 2,068 | 22.58 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 6,033 | 213 | ||||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 421,640 | 4.09 | 14,875 | 9.62 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 177,222 | 1.98 | 6,252 | 7.40 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 9,921 | 5.07 | 350 | 10.44 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 58,517 | 0.31 | 2 | 100.00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 11,508 | 4.75 | 406 | 3.31 | ||||
| 2025-08-08 | 13F | Creative Planning | 9,390 | 31.88 | 331 | 39.08 | ||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 90,660 | 264.70 | 3,198 | 284.38 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 227,920 | 5.80 | 8,041 | 11.43 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 70,174 | 2.90 | 2,527 | 10.60 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24,946 | 18.28 | 880 | 24.65 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 6,788 | 4.90 | 239 | 10.65 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 44,246 | 6.98 | 1,561 | 5.26 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 60,121 | 2,121 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,835,642 | 472.85 | 100,041 | 503.31 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 32,567 | 120.90 | 1,149 | 132.86 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 68,145 | 2.48 | 2,404 | 7.95 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 86,685 | 5.02 | 3,058 | 10.60 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 104,824 | 4.92 | 3,698 | 10.49 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 14,922 | 4.39 | 526 | 10.04 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 169,391 | 2.79 | 5,976 | 8.26 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 357,793 | 29.32 | 13 | 33.33 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 83,736 | 11.93 | 2,954 | 17.88 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 51,269 | 48.95 | 1,809 | 56.81 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 23,536,432 | 0.69 | 830,365 | 6.05 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 34,735 | 28.61 | 1,225 | 35.51 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 276,140 | 12.55 | 9,742 | 18.53 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 132,254 | 0.08 | 4,666 | 5.38 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 65,522 | 6.78 | 2,312 | 12.46 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 92,724 | 4.18 | 3,271 | 9.73 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 247,589 | 20.65 | 8,735 | 27.06 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 387,258 | 40.02 | 13,662 | 47.46 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 45,383 | 11.81 | 1,601 | 17.81 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 47,779 | 3.30 | 1,686 | 8.78 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7,535 | 31.55 | 266 | 38.74 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,744,843 | 11.15 | 96,848 | 17.05 | ||||
| 2025-07-24 | 13F | Stiles Financial Services Inc | 17,225 | 14.90 | 608 | 20.92 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 36,704 | 0.56 | 1,295 | 5.89 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 6,808 | 245 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 198 | 7 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 52,787 | 1.60 | 1,862 | 7.01 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 67,898 | 6.49 | 2,395 | 12.18 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 860 | 0.35 | 30 | 7.14 | ||||
| 2025-04-14 | 13F | Griffith & Werner, Inc. | 86,177 | 26.72 | 2,887 | 18.42 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 417,055 | 1.51 | 14,714 | 6.90 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 111,593 | 8.37 | 3,937 | 14.15 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 41,112 | 0.82 | 1,450 | 1.68 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 8,831 | 2.26 | 312 | 7.61 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 128,748 | 19.05 | 5 | 33.33 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 17,242 | 608 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 18,761 | 15.95 | 662 | 21.96 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,939,333 | 29.85 | 68,420 | 36.75 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 952 | 120.88 | 34 | 135.71 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 92,943 | 9.32 | 3,279 | 15.13 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 20,967 | 40.43 | 740 | 38.13 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 4,850 | 13.98 | 171 | 20.42 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 60,058 | 3.50 | 2,119 | 9.01 | ||||
| 2025-07-17 | 13F | City Holding Co | 40,275 | 3.18 | 1,420 | 8.65 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 58,260 | 7.47 | 2,055 | 13.16 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 139,377 | 32.78 | 4,917 | 39.85 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 52,207 | 0.55 | 1,842 | 5.87 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 80,708 | 3.23 | 2,954 | 16.54 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 399,417 | 7.42 | 14,091 | 13.14 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 267,448 | 10.81 | 9,436 | 16.70 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 1,200 | 42 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 270,260 | 3.54 | 9,535 | 9.03 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 122,183 | 13.22 | 4,311 | 19.23 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 2,747,396 | 3.02 | 96,928 | 8.50 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 93,263 | 8.21 | 3,290 | 13.96 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 27,684 | 82.68 | 977 | 92.50 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 51,584 | 10.53 | 1,820 | 16.38 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 33,632 | 47.21 | 1,187 | 55.03 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 8,368 | 0.22 | 295 | -67.04 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 10,129 | 0.76 | 357 | 6.25 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 28,224 | 1.40 | 996 | 6.76 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 257,560 | 19.50 | 9,087 | 25.84 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 207,117 | 3.01 | 7,307 | 8.49 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 28,879 | 6.79 | 1,019 | 12.36 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 5,996 | 212 | ||||||
| 2025-08-11 | 13F | Platform Technology Partners | 14,501 | 2.02 | 512 | 7.35 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 779,069 | 1.92 | 27 | 8.00 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 65,515 | 2.46 | 2,311 | 7.89 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 28,320 | 8.66 | 1,032 | 27.09 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 22,986 | 7.09 | 811 | 12.66 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 558,478 | 5.70 | 19,703 | 11.32 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1,305,901 | 2.90 | 46,072 | 8.37 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 120,784 | 58.98 | 4,261 | 56.48 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 35,439 | 1,250 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12,680 | 7.09 | 457 | 15.15 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 6,184 | 67.86 | 218 | 77.24 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 129,779 | 2.42 | 4,579 | 7.87 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 55,249 | 33.31 | 1,949 | 40.42 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 21,484 | 8.88 | 772 | 16.27 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3,972,146 | 6.45 | 140,137 | 12.11 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 41,034 | 7.43 | 1,448 | 13.14 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 327 | 37.97 | 12 | 57.14 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 49,853 | 1.86 | 1,759 | 7.26 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 949 | 0 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 234,479 | 0.57 | 8,272 | 5.92 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 16,883 | 10.49 | 596 | 16.44 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 20,272 | 0.75 | 715 | 6.08 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 14,424 | 16.52 | 509 | 26.05 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 19,713,398 | 1.23 | 695,489 | 6.61 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 80,342 | 2,834 | ||||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 8,362 | 0.29 | 295 | 5.38 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 118,009 | 3.58 | 4,163 | 9.09 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11,698 | 109.23 | 413 | 120.32 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 25,853 | 8.70 | 912 | 14.57 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,348 | 48 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 135,445 | 9.60 | 4,778 | 15.44 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 30,776 | 0.66 | 1,086 | 5.96 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 13,750 | 108.52 | 498 | 93.77 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 179,762 | 6.15 | 6,342 | 11.79 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,269 | 15.76 | 362 | 22.30 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 1,028,128 | 2.56 | 36,272 | 8.01 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 72,137 | 465.78 | 2,545 | 495.78 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 13,062 | 12.53 | 461 | 18.56 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 303,184 | 2.89 | 10,696 | 8.36 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 218,141 | 19.89 | 7,696 | 26.27 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 667,902 | 40.56 | 23,584 | 48.64 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 7,555 | 0.31 | 267 | 5.56 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 5,276,231 | 5.46 | 186,145 | 11.06 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 73,100 | 3.87 | 2,579 | 9.38 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 323,576 | 5.61 | 11,416 | 11.21 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 20,368 | 7.05 | 719 | 12.72 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 24,046 | 0.13 | 848 | 5.47 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22,514 | 13.83 | 794 | 19.94 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 66,426 | 3.86 | 2,344 | 9.38 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13 | 0 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 102,815 | 0.73 | 3,627 | 6.08 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 25,158 | 11.26 | 888 | 17.17 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 97,649 | 56.59 | 3,445 | 54.14 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 576 | 20 | ||||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 138,295 | 0.28 | 4,879 | 5.63 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 117,181 | 10.11 | 4,134 | 15.99 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 205,395 | 1.99 | 7,246 | 7.41 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 290,064 | 653.00 | 10,233 | 695.72 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 218,908 | 7,723 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 456,314 | 4.28 | 16,099 | 9.82 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 7,616 | 269 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 269 | 9 | ||||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 92 | 3 | ||||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 68,033 | 0.13 | 2,400 | 5.45 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 59,374 | 0.33 | 2,095 | 5.12 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 10,260 | 2.92 | 362 | 8.41 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 346,245 | 1.18 | 12,216 | 6.55 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 53,757 | 1,897 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 154,981 | 15.42 | 5,468 | 21.54 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 389,744 | 4.07 | 13,750 | 9.60 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 23,967 | 846 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 96,442 | 14.47 | 3,402 | 20.55 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 8,848 | 18.96 | 312 | 25.30 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 146,001 | 1.94 | 5,151 | 7.34 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 82,303 | 12.11 | 2,904 | 18.06 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 35,503 | 0.60 | 1,253 | 5.92 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 701,789 | 3.50 | 24,759 | 9.00 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 59,001 | 1.24 | 2,082 | 6.61 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 11,916 | 0.02 | 420 | 5.26 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 260,865 | 43.41 | 9,203 | 51.04 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 60,755 | 339.14 | 1,978 | 299.39 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 5,831 | 206 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 80,066 | 4.56 | 2,825 | 10.10 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 440,289 | 8.31 | 15,533 | 14.06 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 30,663 | 118.63 | 1 | |||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 30,660 | 1 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 42,936 | 1.73 | 1,515 | 7.60 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6,534 | 231 | ||||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | 0 | ||||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 131,226 | 28.41 | 4,630 | 35.23 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 306,485 | 22.04 | 10,813 | 28.53 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 88,431 | 3,120 | ||||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 114,297 | 27.92 | 4,032 | 34.71 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 560,714 | 103.18 | 19,782 | 113.96 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 7,269 | 0.33 | 256 | 5.79 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 7,213 | 0.04 | 254 | 5.39 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 59,920 | 7.97 | 2,114 | 13.66 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 20,231 | 21.50 | 714 | 28.01 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 26,092 | 73.28 | 921 | 82.54 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1,474 | 52 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 7,551 | 0 | ||||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 6,976 | 0.35 | 246 | 6.03 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 58,292 | 1.30 | 2,057 | 6.69 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 368,711 | 189.95 | 13,008 | 205.42 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 32,900 | 1,161 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 114,963 | 8.31 | 4,056 | 14.06 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 90,577 | 3.56 | 3,196 | 9.08 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 27,582 | 174.07 | 973 | 188.72 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 7,208 | 9.08 | 255 | 17.59 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 12,726 | 449 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 27,281 | 962 | ||||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 207,167 | 0.00 | 7,309 | 5.30 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 508,235 | 15.68 | 17,931 | 21.83 | ||||
| 2025-08-14 | 13F | Betterment LLC | 38,894 | 52.53 | 1 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 297,205 | 2.66 | 10,485 | 8.12 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 74 | 3 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 226 | 8 | ||||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 264,590 | 26.76 | 9,335 | 33.50 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 34,354 | 2.70 | 1,212 | 8.21 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 57,895 | 23.67 | 2 | 100.00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10,547 | 22.11 | 372 | 28.72 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 263,145 | 0.46 | 9,284 | 5.80 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8,609 | 2.07 | 304 | 7.45 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 12,425 | 34.69 | 438 | 41.75 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 32,583 | 11.90 | 1,150 | 17.85 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 8,307 | 0 | ||||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 19,132 | 4.11 | 675 | 9.59 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 26,446 | 0.71 | 933 | 6.14 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 28,969 | 1.16 | 1,022 | 5.91 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 8,203 | 11.50 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 29,472 | 32.39 | 1,040 | 39.46 | ||||
| 2025-07-16 | 13F | American National Bank | 420 | 15 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 117,647 | 10.19 | 4,151 | 16.05 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 18,429 | 3.22 | 650 | 8.70 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 166,882 | 30.97 | 5,888 | 37.93 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 48,462 | 10.87 | 1,710 | 16.73 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 53,156 | 26.27 | 1,875 | 32.98 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 11,301 | 8.34 | 399 | 14.04 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 129,580 | 9.54 | 4,572 | 22.68 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 834,088 | 3.68 | 29,436 | 9.19 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 53,534 | 1,889 | ||||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 57,510 | 8.80 | 2,029 | 14.58 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 7,758 | 0.34 | 274 | 5.41 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 35,437 | 3.66 | 1,250 | 9.17 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 10,492 | 15.65 | 370 | 22.11 | ||||
| 2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 92,680 | 3,288 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 12,365 | 55.65 | 436 | 63.91 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 12,245 | 432 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 56,727 | 3.34 | 2,001 | 9.22 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 13 | 0 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 139,505 | 1.12 | 4,922 | 6.51 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 408,309 | 8.83 | 14,411 | 14.59 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 293,020 | 2.53 | 10,338 | 7.98 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1,528 | 54 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 4,239 | 158 | ||||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 115,133 | 10.67 | 4,062 | 16.53 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,213 | 4,082.76 | 43 | |||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 540,503 | 44.99 | 19,069 | 52.70 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 40,190 | 7.42 | 1 | 0.00 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 426 | 0.24 | 15 | 15.38 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 38,700 | 1,365 | ||||||
| 2025-07-31 | 13F | Mason & Associates Inc | 76,425 | 1.57 | 2,696 | 6.98 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 962 | 34 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6,104 | 215 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,598,480 | 2.43 | 91,674 | 7.87 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 127,681 | 39.42 | 4,505 | 46.81 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 49,152 | 1.42 | 1,734 | 6.84 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 60,234 | 18.63 | 2,125 | 25.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 70,887 | 6.31 | 2,501 | 11.96 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 21,258 | 25.65 | 750 | 32.33 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 128,081 | 2.35 | 4,519 | 7.78 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 42 | 5.00 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 117,853 | 5.39 | 4,158 | 10.97 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 721,425 | 20.46 | 25,452 | 26.86 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 19,602 | 5.30 | 692 | 14.21 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 15,182 | 20.99 | 536 | 27.38 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 342,658 | 10.04 | 12,089 | 15.89 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 214,049 | 6.89 | 7,552 | 12.57 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 15,862 | 75.14 | 560 | 84.49 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 19,136 | 675 | ||||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 233,877 | 9.93 | 8,251 | 15.79 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 212,062 | 7,482 | ||||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 30,319 | 106.27 | 1,070 | 117.28 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,614,179 | 5.06 | 57 | 9.80 |
