Grundlæggende statistik
| Institutionelle ejere | 444 total, 444 long only, 0 short only, 0 long/short - change of 0,45% MRQ |
| Gennemsnitlig porteføljeallokering | 0.8563 % - change of -2,76% MRQ |
| Institutionelle aktier (lange) | 181.737.653 (ex 13D/G) - change of -0,52MM shares -0,28% MRQ |
| Institutionel værdi (lang) | $ 5.008.301 USD ($1000) |
Institutionelt ejerskab og aktionærer
First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF (US:BUFR) har 444 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 181,737,653 aktier. Største aktionærer omfatter LPL Financial LLC, Cetera Investment Advisers, Commonwealth Equity Services, Llc, Envestnet Asset Management Inc, Advisor Group Holdings, Inc., Cwm, Llc, Royal Bank Of Canada, Raymond James Financial Inc, Wealth Enhancement Advisory Services, Llc, and Mml Investors Services, Llc .
First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF (BATS:BUFR) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 11, 2025 is 33,16 / share. Previously, on September 12, 2024, the share price was 29,48 / share. This represents an increase of 12,48% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 115.525 | 22,76 | 3.674 | 31,46 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 52.166 | 1,61 | 1.659 | 8,79 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 185.356 | -0,88 | 5.894 | 6,18 | ||||
| 2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 51.400 | -40,92 | 1.635 | -36,74 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 218.771 | -28,36 | 6.957 | -23,54 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 115.946 | 6,84 | 3.687 | 14,47 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 41.800 | 0,00 | 1.329 | 7,09 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1.567 | 50 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 26.295 | 851 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 919 | -32,77 | 29 | -27,50 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 7.000 | 0,00 | 223 | 7,25 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 24.756 | -0,03 | 787 | 7,07 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1.070.644 | -7,23 | 34.046 | -0,63 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 37.744 | 62,26 | 1.203 | 81,85 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 494.458 | -4,73 | 15.724 | 2,03 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 10.339 | -46,92 | 329 | -43,25 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 246.725 | 6,57 | 7.846 | 14,14 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 192.746 | -3,89 | 5.723 | -6,35 | ||||
| 2025-08-07 | 13F | PFG Advisors | 75.488 | 88,36 | 2.401 | 101,85 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1.418 | 0,00 | 45 | 7,14 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 187.851 | -4,38 | 5.974 | 2,42 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 16.595 | -1,45 | 528 | 5,61 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 106.444 | 12,92 | 3.385 | 20,94 | ||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 36.698 | -5,36 | 1.027 | -14,42 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 13.048 | 0,00 | 415 | 6,98 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 207.514 | 6,57 | 6.599 | 14,13 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 227.736 | 21,49 | 7.242 | 30,13 | ||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 351.737 | 1,42 | 11.185 | 8,63 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 767.624 | 6,27 | 24.368 | 13,62 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 10.750.500 | 29,09 | 342 | 38,06 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 934.486 | -16,32 | 29.717 | -10,38 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 41.562 | 1,05 | 1.322 | 8,19 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 28.679 | 318,43 | 917 | 351,23 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 3.981 | 0 | ||||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 78.849 | -3,20 | 2.507 | 6,41 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1.661 | 0,00 | 53 | 6,12 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 201.180 | -26,66 | 6.398 | -21,45 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 63.538 | -44,58 | 2.021 | -40,64 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 190.592 | 90,62 | 6.061 | 98,95 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 941.302 | 2,58 | 29.933 | 9,87 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 45.588 | 1.450 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 147.570 | 6,05 | 5 | 0,00 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 41.887 | -0,83 | 1.332 | 6,14 | ||||
| 2025-04-16 | 13F | Defined Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 36 | -75,17 | 1 | -75,00 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 94.562 | -2,51 | 3.007 | 4,45 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 644.302 | 1,19 | 20.489 | 8,38 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 396.804 | 3,47 | 12.618 | 10,83 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 1.003.204 | 98,84 | 31.902 | 112,97 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 6.537 | 208 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 41.950 | 10,25 | 1.334 | 18,16 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 685.442 | 2,12 | 22.037 | 10,88 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 10.061 | -87,04 | 320 | -86,15 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 269.490 | -0,27 | 8.570 | 6,81 | ||||
| 2025-05-13 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Brendel Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 352.118 | -45,09 | 11.197 | -41,20 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 21.880 | -2,92 | 696 | 3,89 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 23.419 | -23,82 | 745 | -18,42 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 164.483 | -2,82 | 5.231 | 4,08 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 56.041 | 10,89 | 1.782 | 15,79 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 262.842 | 6,11 | 8.358 | 13,65 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 32.010 | 2.059,92 | 1.018 | 8,19 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 56.448 | 3,99 | 1.795 | 11,42 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 30.631 | -0,12 | 974 | 7,03 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 7.509 | 239 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 20.207 | 0,00 | 643 | 7,18 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 68.351 | 20,83 | 2.174 | 29,42 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 349.890 | 170,65 | 11.127 | 189,89 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 6.341 | 202 | ||||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 12.179 | -1,26 | 387 | 5,74 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 39.789.726 | -1,81 | 1.265.313 | 5,17 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 1.910.379 | 0,80 | 60.750 | 7,97 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 2.666 | 0,00 | 85 | 6,33 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 26.959 | 1,21 | 857 | 8,48 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 106.656 | 4,91 | 3.392 | 12,36 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 8.455 | 269 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 36.865 | 7,12 | 1.172 | 14,79 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 1.528.390 | -6,82 | 48.603 | -0,20 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 412.741 | -0,37 | 13.125 | 6,72 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 21.211 | 30,70 | 675 | 40,12 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 138.682 | 91,75 | 4.410 | 105,40 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 69.416 | 178,59 | 2.207 | 198,65 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4.758.353 | -10,67 | 151.315 | -4,32 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 7.683 | 0,00 | 244 | 7,02 | ||||
| 2025-05-12 | 13F | Owen LaRue, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 16.080 | -8,53 | 511 | -0,39 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 407.277 | 2,17 | 12.951 | 9,43 | ||||
| 2025-05-01 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 19.631 | 624 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 186.380 | -29,99 | 5.927 | -25,64 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 510 | 0,00 | 16 | 6,67 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 31.094 | 6,92 | 989 | 14,48 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 15.101 | 480 | ||||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 24.747 | 174,02 | 787 | 193,28 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 21.731 | -0,13 | 691 | 6,97 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 95.905 | -52,93 | 3.050 | -13,36 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 67.532 | -3,28 | 2.148 | 3,57 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 182.458 | 1,89 | 5.802 | 9,14 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 82.750 | 0,24 | 2.631 | 7,39 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 312.141 | 5,03 | 9.926 | 12,50 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 33.644 | 1.031 | ||||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1.497 | 0,00 | 48 | 6,82 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 37.530 | 1,91 | 1.193 | 9,15 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 27.714 | 8,96 | 1 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 449.759 | 3,84 | 14.302 | 11,22 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 90.500 | 205,39 | 2.878 | 227,30 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 7.586.628 | -0,02 | 241.245 | 7,08 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 84.280 | -16,45 | 2.680 | -10,49 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2.495.086 | 7,67 | 79.344 | 15,32 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 63.131 | -0,78 | 2.049 | 9,75 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 9.500 | 2,49 | 303 | 9,82 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 203.548 | -8,05 | 6.473 | -1,52 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 89.035 | -19,03 | 2.831 | -13,27 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 125.190 | -27,16 | 3.981 | -21,97 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 299 | -20,48 | 9 | -18,18 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 8.970 | 0,00 | 285 | 7,14 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 6.722 | 214 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 114.396 | 8,99 | 3.638 | 16,72 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 408 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 236.711 | 7,49 | 7.527 | 15,14 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 6.916 | 0,00 | 220 | 6,83 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 766.703 | 0,87 | 24.381 | 8,04 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 233.792 | -23,99 | 7.435 | -18,59 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 12.341 | 0,00 | 392 | 7,10 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 155.816 | 7,58 | 4.955 | 12,26 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 17.427 | -23,13 | 554 | -17,68 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 250.672 | 2,05 | 8.194 | 15,60 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100,00 | 0 | |||||
| 2025-04-10 | 13F | Secure Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 28.314 | 0,11 | 900 | 7,27 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 94.878 | 30,05 | 3.017 | 39,29 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 40.112 | 1.276 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 6.347 | 111,64 | 202 | 125,84 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 8.539 | -92,17 | 272 | -91,84 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 175.123 | -24,23 | 5.569 | -18,86 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 79.350 | 108,93 | 2.523 | 123,87 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 161.655 | -0,40 | 5.141 | 6,68 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 214.388 | 12,39 | 6.818 | 20,38 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 8.398 | 0,00 | 272 | 8,84 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 443.814 | -4,54 | 14.113 | 2,25 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 35.915 | 7,11 | 1.142 | 14,77 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 265.795 | -35,23 | 8.452 | -30,62 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 1.477.793 | 2,57 | 46.994 | 9,86 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 8.592 | 0,00 | 277 | 8,63 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 18.261 | -67,31 | 581 | -65,02 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 204.464 | 3,75 | 6.502 | 11,13 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 435.332 | 2,74 | 13.844 | 10,04 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 16.559 | 527 | ||||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 68.181 | 1,81 | 2.168 | 9,05 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1.712.987 | 4,26 | 54.473 | 11,68 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 12.794 | 407 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 93.589 | 3,87 | 2.976 | 11,25 | ||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 15.505 | 0,00 | 493 | 7,17 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 30.729 | -0,95 | 977 | 6,08 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 213.774 | -25,08 | 6.798 | -19,75 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 11.005.421 | 6,21 | 349.972 | 13,76 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 153.320 | 5,99 | 4.876 | 13,53 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 208.416 | 7,41 | 6.628 | 15,05 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 830.227 | 14,10 | 26.401 | 22,21 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 54.676 | 413,82 | 1.739 | 451,75 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 1.000 | 0,00 | 32 | 6,90 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 631.697 | -0,83 | 20 | 11,11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 31.614 | -29,31 | 1.005 | -24,27 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 13.000 | -16,67 | 413 | -10,80 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 23.403 | -91,76 | 673 | -92,23 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 2.179.501 | 6,25 | 69.308 | 13,80 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 47.167 | -40,49 | 2 | -50,00 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 125.403 | 2,87 | 3.988 | 10,17 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 10.926 | -11,19 | 347 | -4,93 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 108.370 | 8,46 | 3.446 | 16,18 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 527.749 | 91,88 | 16.782 | 105,51 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 9.922 | -49,06 | 316 | -45,50 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 74.520 | 0,46 | 2.370 | 7,58 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 873 | 0,00 | 28 | 8,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1.887 | 22,85 | 60 | 33,33 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 31.066 | -1,24 | 988 | 5,79 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 425.139 | 8,25 | 13.519 | 15,94 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 113 | 4 | ||||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 9.679 | 16,03 | 308 | 24,29 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 16.099 | -48,44 | 512 | -44,88 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 6.590 | -3,71 | 210 | 2,96 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 344.345 | 24,01 | 10.950 | 32,82 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 129.935 | 1,24 | 4.132 | 8,43 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 252.840 | -2,63 | 8.040 | 4,29 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 261.244 | -8,59 | 8.308 | -2,10 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 43.937 | 117,06 | 1.397 | 132,83 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 46.163 | -3,67 | 1.468 | 3,16 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 586.054 | 5,72 | 18.637 | 13,23 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 14.275 | 0,00 | 0 | |||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 116.505 | 3.705 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 1.254.553 | 1,01 | 39.895 | 8,19 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 43.123 | 15,18 | 1.371 | 23,40 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 17.760 | -0,52 | 565 | 6,42 | ||||
| 2025-07-29 | 13F | Nicholson Wealth Management Group, LLC | 12.345 | 0,00 | 393 | 7,10 | ||||
| 2025-08-06 | 13F | Bullseye Investment Management, LLC | 28.041 | 0,00 | 833 | 0,00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 27.000 | 0,00 | 859 | 7,12 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 68.328 | 37,15 | 2.173 | 46,86 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 39.648 | 1.261 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 373.790 | 1,98 | 11.887 | 9,23 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 47.875 | -14,38 | 1.522 | -8,31 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 414.176 | -3,53 | 13.171 | 3,33 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 407.113 | -4,32 | 12.946 | 2,49 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 25.100 | -10,99 | 798 | -4,66 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 167.280 | 17,49 | 5.320 | 25,83 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 477.731 | -0,48 | 15.192 | 6,60 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 94.827 | 6,45 | 3.015 | 14,03 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3.369.271 | 20,65 | 107.918 | 30,16 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 7.347 | 6,37 | 234 | 13,66 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 909.213 | 8,34 | 28.913 | 16,04 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 10.927 | -88,22 | 347 | -87,40 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 88.263 | 26,29 | 3 | 0,00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 20.953 | 666 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 984.991 | 0,33 | 31.323 | 7,46 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 8.403 | 8,50 | 249 | 5,96 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 71.002 | -5,09 | 2.258 | 1,62 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 3.000 | 0,00 | 95 | 6,74 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 33.559 | -2,81 | 1.067 | 4,10 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 73.697 | 3,90 | 2.344 | 11,31 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 88.098 | -1,97 | 2.802 | 4,99 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 249.329 | 53,57 | 7.929 | 64,48 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 554.223 | -0,57 | 17.624 | 6,50 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 30.860 | -2,30 | 981 | 4,70 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 528 | -98,42 | 17 | -98,39 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 205.099 | 5,39 | 6.522 | 12,88 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 3.186 | 0 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 1.017.113 | 1,26 | 32.344 | 8,46 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 29.328 | 933 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 107.163 | -27,26 | 3 | -25,00 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 33.033 | 25,58 | 1.050 | 34,62 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 56.756 | 46,31 | 1.805 | 56,73 | ||||
| 2025-08-12 | 13F | Bokf, Na | 5.000 | -44,13 | 159 | -40,00 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 27.834 | 1,63 | 885 | 8,86 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 50.967 | 30,90 | 1.513 | 25,46 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 9.514 | -17,70 | 303 | -11,95 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 282.035 | 2,51 | 8.969 | 9,79 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 14.857 | 0,00 | 472 | 7,03 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 6.896 | 0,00 | 219 | 7,35 | ||||
| 2025-08-13 | 13F | Breakthru Advisory Services, Llc | 161.001 | 0,00 | 4.780 | 0,00 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 30.550 | -0,97 | 971 | 6,12 | ||||
| 2025-08-14 | 13F | Comerica Bank | 12.038 | 490,68 | 383 | 536,67 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 57.653 | -21,49 | 1.833 | -15,92 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 53.563 | -22,87 | 1.703 | -17,49 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 7.703 | 0,44 | 245 | 7,49 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 80.877 | -32,31 | 2.572 | -27,52 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1.994 | 63 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 70.932 | 36,33 | 2.106 | 32,81 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 214.012 | -8,85 | 6.806 | -2,38 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 880.923 | 4,85 | 28.013 | 12,31 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 292 | 9 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 27.018 | -0,44 | 1 | |||||
| 2025-07-25 | 13F | Prostatis Group LLC | 79.801 | -25,36 | 2.538 | -20,07 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 11.702 | 0,00 | 372 | 7,20 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9.285 | -0,61 | 295 | 6,50 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 26.552 | 4,22 | 844 | 11,64 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 113.741 | 3.617 | ||||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 23.711 | 0,00 | 754 | 7,25 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3.284.070 | 11,59 | 104 | 19,54 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 41.309 | 37,03 | 1.314 | 46,70 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 9.975 | -1,48 | 317 | 5,67 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 41.006 | 11,72 | 1.304 | 19,74 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6.301 | 200 | ||||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 10.000 | 0,00 | 318 | 7,43 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 168.593 | -29,56 | 5.361 | -24,55 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7.256.445 | -26,47 | 230.752 | -21,24 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 113.660 | 36,77 | 3.614 | 46,49 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Cooper Financial Group | 471.867 | 5,76 | 15.005 | 13,28 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 14.740 | -36,37 | 469 | -31,88 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 650.529 | 51,86 | 20.687 | 62,65 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 59.278 | 158,46 | 1.885 | 177,21 | ||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 176.437 | 0,61 | 5.611 | 7,76 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 500 | 0,00 | 16 | 7,14 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 146.616 | 2,57 | 4.662 | 9,85 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 5.305 | 0,00 | 169 | 7,01 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 34.435 | -7,17 | 1.095 | -0,54 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 2.819 | 21,56 | 90 | 30,88 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-09 | 13F | Capital CS Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 22.960 | 730 | ||||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 128.825 | -19,12 | 4.097 | -13,37 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 28.137 | -82,34 | 895 | -81,10 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 15.952 | -4,15 | 507 | 2,63 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 2.692 | 12,78 | 86 | 21,43 | ||||
| 2025-07-16 | 13F | Novem Group | 49.451 | 29,24 | 1.573 | 38,38 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 8.952 | -20,83 | 285 | -15,22 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 629 | -76,70 | 20 | -75,00 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 233.856 | 0,12 | 7.437 | 7,22 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3.090 | 98 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 56.380 | -31,60 | 1.793 | -26,77 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 53.425 | 1,37 | 1.699 | 8,57 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 24.265 | 1,05 | 772 | 8,29 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 8.744 | 278 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 467 | 15 | ||||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 19.571 | 1,14 | 622 | 8,36 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1.085.048 | -29,10 | 35 | -24,44 | ||||
| 2025-08-06 | 13F | LeClair Wealth Partners LLC | 241.910 | -13,20 | 7.693 | -7,03 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 108.798 | -36,69 | 3.460 | -32,20 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3.940 | 0,00 | 125 | 7,76 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 100.659 | 20,02 | 3.201 | 28,51 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 9.939 | 316 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2.473 | 0,00 | 79 | 6,85 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 1.062.106 | 4,81 | 33.775 | 12,26 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 6.475 | 206 | ||||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 103.398 | 17,98 | 3.288 | 26,41 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 178.807 | -19,91 | 5.686 | -14,21 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 21.401 | -6,38 | 681 | 0,29 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 6.386 | 0 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 367.042 | -0,93 | 11.672 | 6,11 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1.869.946 | 7,69 | 59.464 | 15,35 | ||||
| 2025-07-24 | 13F | SLT Holdings LLC | 66.411 | -5,46 | 2.112 | 1,25 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 33.347 | 1.060 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 14.372 | 30,20 | 457 | 39,76 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 11.848 | 0,00 | 377 | 7,12 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 149.714 | 1,00 | 4.761 | 8,18 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 19.411 | 0,00 | 617 | 7,12 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 33.454 | -12,81 | 1.064 | -6,34 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 49.985 | -1,61 | 1.590 | 5,37 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 72.732 | 1,19 | 2.313 | 8,34 | ||||
| 2025-08-08 | 13F | Creative Planning | 33.968 | 218,02 | 1.080 | 240,69 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 314.574 | -30,07 | 10.003 | -25,10 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 33.505 | -65,72 | 1.065 | -63,30 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 23.859 | 91,93 | 759 | 105,42 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 86.286 | -2,73 | 2.744 | 4,18 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 540.585 | -30,00 | 17.191 | -25,03 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 11.890 | 0,54 | 378 | 11,50 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 7.491 | 0,00 | 238 | 7,21 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 18.209 | 4,25 | 579 | 11,78 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 700 | 0 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 80.304 | 38,15 | 2.554 | 48,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 321.508 | 6,57 | 10.224 | 14,13 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 21.797 | -29,99 | 693 | -25,00 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 16.205 | 17,17 | 515 | 25,61 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 38.585 | -18,28 | 1.227 | -12,42 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 129.731 | 113,09 | 4.125 | 128,28 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 484.927 | 173,47 | 15.421 | 192,93 | ||||
| 2025-05-05 | 13F | Archer Investment Corp | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 511.962 | 8,04 | 16.280 | 15,72 | ||||
| 2025-08-08 | 13F | Cooper Capital Advisors LLC | 387.831 | 4,18 | 12.333 | 11,58 | ||||
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 32.353 | -4,58 | 1.029 | 2,19 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 233.866 | -21,16 | 7 | -12,50 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 375.159 | -31,56 | 11.930 | -26,69 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 420.907 | -34,12 | 13.385 | -29,44 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 352.334 | 14,76 | 11.402 | 22,43 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 983.331 | -0,88 | 31.269 | 6,16 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 225.487 | 3,50 | 7.170 | 10,85 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 80.623 | -4,38 | 2.564 | 2,40 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 26.613 | 64,64 | 846 | 76,62 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 10.097 | -5,64 | 0 | |||||
| 2025-04-03 | 13F | First Hawaiian Bank | 177.834 | 82,92 | 5.280 | 78,22 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 8.291 | 7,34 | 264 | 14,85 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 29.312 | 1 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 14.380 | 108,19 | 457 | 122,93 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 121.689 | 61,44 | 3.870 | 72,95 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 1.013.599 | -2,67 | 32.466 | 5,00 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 68.328 | 56,86 | 2.173 | 61,01 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 53.678 | 4,30 | 1.707 | 11,72 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 33.537 | -16,35 | 1.066 | -10,42 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 35.065 | -11,88 | 1.115 | -5,59 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 851.230 | 3,45 | 27.069 | 10,80 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 121.335 | -26,06 | 3.858 | -20,81 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 8.296 | 246 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 6.310 | 201 | ||||||
| 2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 121.043 | -16,83 | 3.912 | -9,47 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 699.232 | 7,54 | 22.236 | 15,19 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 21.078 | 64,04 | 681 | 78,74 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2.630.495 | -14,39 | 84 | -8,79 | ||||
| 2025-07-23 | 13F | Solitude Financial Services | 281.596 | 6,41 | 8.955 | 13,98 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 56.100 | -0,40 | 1.784 | 6,64 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 765.271 | 68,47 | 24.336 | 80,45 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 115.479 | 1,83 | 3.429 | -0,78 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 38.511 | 1.225 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 20.295 | 657 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 363.415 | 6,65 | 11.557 | 14,22 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 431.284 | -1,51 | 13.715 | 5,48 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 17.442 | 8,33 | 555 | 15,90 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7.439 | 0,00 | 237 | 7,27 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 113.432 | -2,91 | 3.607 | 4,01 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 121.407 | 3.861 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1.268.466 | 3,29 | 40.337 | 10,63 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 13.484 | 429 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 191.600 | 6,51 | 6.093 | 14,08 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 465.724 | -12,45 | 14.810 | -6,22 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 9.956 | 317 | ||||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-21 | 13F | Dunhill Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 63.262 | -8,43 | 2.012 | -1,95 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 29.110 | 3,56 | 1 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1.118 | 0,00 | 36 | 6,06 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 14.163 | 0,00 | 450 | 7,14 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 13.920 | 0,00 | 443 | 7,02 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 63.585 | 2,15 | 2.022 | 9,42 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 40.910 | 21,90 | 1.301 | 30,52 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 775.179 | 35,10 | 24.589 | 45,61 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 33.847 | 0,00 | 1.076 | 7,17 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 8.059 | 0,00 | 256 | 7,11 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 389.311 | 9,70 | 12.380 | 17,50 | ||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 24.935 | 55,90 | 793 | 67,09 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 40.698 | 38,23 | 1.294 | 48,05 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 1.950 | 0,00 | 62 | 8,77 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 157.117 | 14,94 | 4.996 | 23,11 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 330.880 | -11,06 | 10.522 | -4,74 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 29.004 | -7,83 | 922 | -1,28 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 17.128 | 306,45 | 545 | 335,20 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 535.930 | -50,05 | 17.078 | -46,39 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 20.510 | 0,00 | 652 | 7,24 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 7.755 | 247 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 38.860 | -1,15 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 581.708 | 0,99 | 18.906 | 10,55 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 60.876 | -26,95 | 1.936 | -21,79 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 664.373 | 2,78 | 21.127 | 10,09 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 183.701 | 0,03 | 5.842 | 7,13 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 25.787 | 820 | ||||||
| 2025-07-07 | 13F | RDA Financial Network | 35.913 | -31,80 | 1.142 | -26,94 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 23.752 | 755 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 78.197 | -12,16 | 2.487 | -5,94 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 770 | 0,00 | 23 | -4,35 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 42.912 | 0,32 | 1.365 | 7,40 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 313.886 | -2,79 | 9.982 | 4,12 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 41.035 | 47,23 | 1.305 | 57,68 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 193.807 | 9,97 | 6.163 | 17,79 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 107.249 | 6,80 | 3.411 | 14,39 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 575 | -66,37 | 18 | -64,00 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 9.369 | 0,00 | 298 | 6,83 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 25.757 | -5,20 | 819 | 1,61 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.614.405 | 4,17 | 51.338 | 11,57 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3.699.495 | 7,41 | 117.644 | 15,04 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 7.220 | 0,00 | 230 | 7,01 | ||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 288.390 | -19,78 | 9.171 | -14,08 | ||||
| 2025-05-01 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 15.516 | 0,00 | 493 | 7,17 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 6.584 | -28,15 | 209 | -23,16 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 44.238 | 16,42 | 1.407 | 24,65 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 17.538 | 10,07 | 558 | 19,27 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 264.554 | -45,37 | 8.413 | -41,49 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 48.829 | 26,69 | 1.553 | 35,66 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 10.570 | 336 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 7.331 | -16,71 | 233 | -10,38 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 65.996 | 0,20 | 2.099 | 7,31 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 46 | 6,98 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2.460.370 | 3,19 | 78.240 | 10,53 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2.987.146 | 78,15 | 94.991 | 90,81 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 50.280 | -1,72 | 1.644 | 9,17 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 62.650 | 10,72 | 1.992 | 18,64 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 26.056 | -41,99 | 829 | -37,88 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5.071.339 | 2,38 | 161 | 9,52 | ||||
| 2025-09-10 | 13F | WT Wealth Management | 78.670 | 2,91 | 2.502 | 10,22 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 74.494 | 243,84 | 2.369 | 268,27 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 176.369 | 65,88 | 5.609 | 77,69 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 27.357 | -7,00 | 870 | -0,46 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 193.290 | -6,89 | 6.147 | -0,28 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 56.996 | 7,35 | 1.812 | 14,97 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 21.765 | 28,55 | 692 | 37,85 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4.816 | -37,28 | 153 | -32,60 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 33.439 | 1.063 | ||||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 115.493 | -8,79 | 3.673 | -2,31 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 17.860 | 0,81 | 568 | 7,79 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 8.743 | 0,37 | 280 | 12,96 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 8.850 | 0,00 | 281 | 7,25 |
