Grundlæggende statistik
| Institutionelle ejere | 446 total, 445 long only, 1 short only, 0 long/short - change of -4,88% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3108 % - change of -36,75% MRQ |
| Institutionelle aktier (lange) | 184.466.706 (ex 13D/G) - change of -19,06MM shares -9,36% MRQ |
| Institutionel værdi (lang) | $ 1.961.771 USD ($1000) |
Institutionelt ejerskab og aktionærer
Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF (US:PGX) har 446 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 185,466,706 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Wells Fargo & Company/mn, Morgan Stanley, LPL Financial LLC, UBS Group AG, Ameriprise Financial Inc, Spectrum Asset Management, Inc., Jpmorgan Chase & Co, JPDRX - JPMorgan Preferred and Income Securities Fund Class R6, and FPE - First Trust Preferred Securities and Income ETF .
Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF (ARCA:PGX) 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 11,82 / share. Previously, on September 12, 2024, the share price was 12,29 / share. This represents a decline of 3,82% 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
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Tudor Financial Inc. | 119.370 | -21,66 | 1.329 | -22,29 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 15.665 | -35,86 | 174 | -36,50 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 531.518 | 8,55 | 6 | 0,00 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 363.558 | -5,46 | 4.046 | -6,21 | ||||
| 2025-07-22 | 13F | Iowa State Bank | 65.062 | -35,85 | 724 | -36,32 | ||||
| 2025-07-24 | 13F | Eastern Bank | 3.000 | 0,00 | 33 | 0,00 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 3.080 | 0,00 | 34 | 0,00 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 27.640 | -3,59 | 308 | -4,36 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 7.473 | 0,00 | 83 | 0,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 39.723 | 5,45 | 442 | 4,74 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 10.585 | -4,33 | 118 | -5,65 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 112.722 | -10,45 | 1.255 | -11,19 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 12.770 | 142 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11.588 | -11,44 | 129 | -12,33 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 131.620 | 2,33 | 1.465 | 1,46 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 134.965 | -8,95 | 1.502 | -9,68 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | First United Bank Trust/ | 4.060 | -23,61 | 45 | -23,73 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 704 | 0,00 | 8 | 0,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 50.104 | -6,52 | 558 | -7,32 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1.108 | 0,00 | 12 | 0,00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 300 | 3 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 455 | 48,21 | 5 | 66,67 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 14.512 | -7,25 | 162 | -9,04 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 182.300 | 2 | ||||||
| 2025-04-11 | 13F | Ehrlich Financial Group | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 102.385 | -46,40 | 1.140 | -46,85 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 25.987 | 0,00 | 289 | -1,03 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 24.112 | -80,36 | 268 | -80,54 | ||||
| 2025-08-26 | NP | JPDRX - JPMorgan Preferred and Income Securities Fund Class R6 | 3.996.400 | 28,03 | 44.480 | 27,00 | ||||
| 2025-05-15 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | CAP Partners, LLC | 14.219 | -0,52 | 158 | -1,25 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 10.909 | -84,21 | 121 | -84,39 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 314 | 0 | ||||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 11.433 | -59,79 | 128 | -60,86 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 11.823 | -3,73 | 132 | -4,38 | ||||
| 2025-08-14 | 13F | Comerica Bank | 183.867 | -5,60 | 2.046 | -6,36 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 21.535 | 0,00 | 240 | -0,83 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 244.667 | 116,06 | 2.723 | 114,41 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 21.922 | 0,00 | 244 | -0,82 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2.525 | 0,00 | 28 | 0,00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 70.469 | 0,67 | 784 | -0,13 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 25.063 | -14,79 | 279 | -15,76 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 29.778 | 3,47 | 331 | 2,80 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 92.811 | -0,91 | 1.033 | -1,71 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 31.691 | 353 | ||||||
| 2025-05-07 | 13F | Pin Oak Investment Advisors Inc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 48.574 | -6,45 | 541 | -7,22 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 20.892 | 1,42 | 233 | 0,43 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 22.357 | -55,24 | 249 | -55,71 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 1.078 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1.206 | 0,00 | 13 | 0,00 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 3.805 | -69,81 | 42 | -70,21 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 2.506 | -3,21 | 28 | -6,90 | ||||
| 2025-08-12 | 13F | Up Strategic Wealth Investment Advisors Llc | 11.743 | -13,42 | 131 | -14,47 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 24.846 | 6,64 | 277 | 5,75 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 61.700 | 0,00 | 1 | |||||
| 2025-07-11 | 13F | Adirondack Trust Co | 500 | -37,50 | 6 | -37,50 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 80.060 | 3,71 | 891 | 2,89 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 3.483.513 | 0,04 | 39 | -2,56 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 647 | 0,00 | 7 | 0,00 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 19.848 | 0,00 | 221 | -0,90 | ||||
| 2025-08-08 | 13F | Spectrum Asset Management, Inc. | 4.669.495 | 28,44 | 51.972 | 27,41 | ||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 38.526 | -6,07 | 429 | -6,96 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 35.447 | 0,57 | 0 | |||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 25.131 | -2,17 | 280 | -3,12 | ||||
| 2025-05-14 | 13F | Synovus Financial Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 60.368 | 9,55 | 672 | 8,58 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 29.388 | -19,55 | 327 | -20,05 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 15.657 | -2,53 | 174 | -3,33 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 40.059 | -4,39 | 446 | -5,32 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 11.000 | 0,00 | 122 | -0,81 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 16.880 | -3,16 | 188 | -4,10 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 40.092 | -5,43 | 446 | -6,11 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 15.243 | 0,76 | 170 | 0,00 | ||||
| 2025-08-05 | 13F | Wellington Shields & Co., LLC | 12.444 | 0,00 | 139 | -0,72 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 186.413 | -3,19 | 2.075 | -3,98 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 300.722 | 147,82 | 3.347 | 139,24 | ||||
| 2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 645.312 | -0,55 | 7.182 | -1,35 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 37.754 | 0 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1.500 | 0,00 | 17 | -5,88 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 461.867 | -1,02 | 5.141 | -1,81 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 55.082 | 18,70 | 613 | 17,88 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 70.395 | -21,87 | 783 | -22,48 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 5.511 | 0,20 | 61 | 0,00 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 58.258 | 4,17 | 648 | 3,35 | ||||
| 2025-05-08 | 13F | Heritage Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 471.310 | -3,41 | 5.246 | -4,18 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 11.334 | -13,99 | 127 | -16,45 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 47.700 | 531 | ||||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 100.000 | -4,76 | 1.113 | -5,52 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 10.375 | 0,00 | 116 | 3,57 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 3.617 | 0,00 | 0 | |||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 25.571 | 285 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 5.212.678 | -5,67 | 58.017 | -6,43 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 12.661 | -58,37 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 19.196 | 0,93 | 216 | 2,38 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 14.404 | -9,54 | 0 | |||||
| 2025-08-14 | 13F | Bluefin Capital Management, Llc | 400.000 | 1.928,50 | 4.452 | 1.914,48 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 11.066 | 0,02 | 123 | 2,50 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3.089.632 | -14,87 | 34.388 | -15,55 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 7.086 | -21,21 | 79 | -22,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 170.060 | -2,51 | 1.893 | -3,32 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 16.935 | 0,53 | 188 | -0,53 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 12.676 | 1,46 | 141 | 0,71 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 15.000 | 0,00 | 168 | -2,33 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 19.527 | 0,00 | 217 | -0,91 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 197.193 | 2,12 | 2.195 | 1,29 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 17.282 | 0,00 | 192 | -0,52 | ||||
| 2025-07-22 | 13F | Acute Investment Advisory, Llc | 27.145 | -37,17 | 302 | -37,60 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 34.710 | -11,53 | 386 | -12,27 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2.176 | -8,80 | 24 | -7,69 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 55.248 | 1,45 | 615 | 0,66 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1.612 | 1,45 | 18 | 0,00 | ||||
| 2025-05-08 | 13F | Collaborative Wealth Managment Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 947.056 | 40,41 | 10.541 | 39,27 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 36.076 | 7,03 | 407 | 10,63 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 15.587.399 | -1,00 | 173.488 | -1,80 | ||||
| 2025-07-31 | 13F | Boothe Investment Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 840.224 | -1,73 | 9.352 | -2,52 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 52.997 | 595 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 14.823 | -13,86 | 165 | -15,03 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 869.625 | 2,38 | 9.679 | 1,55 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 39.862 | -5,75 | 444 | -6,54 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 176.424 | 1.979 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1.088.556 | -41,93 | 12.116 | -42,39 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 2.370 | 0,00 | 26 | 0,00 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | FF Advisors,LLC | 30.634 | 0,00 | 341 | 0,29 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 17.926 | -8,72 | 200 | -9,55 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 3 | -96,00 | 0 | |||||
| 2025-07-22 | 13F | Joule Financial, LLC | 12.320 | 0,74 | 137 | 0,00 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 72 | 0,00 | 1 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1.777 | 1,43 | 0 | |||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 40.693 | 0,00 | 453 | -0,88 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 16.119 | -80,05 | 179 | -80,24 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 8.000 | 0,00 | 89 | 0,00 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 210.740 | 4,30 | 2.533 | 4,32 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 20.700 | -7,61 | 230 | -8,37 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 36.493 | -34,12 | 406 | -34,62 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 25.425 | -17,81 | 283 | -18,73 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 123.383 | -5,90 | 1.373 | -6,66 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 15.823 | -62,25 | 176 | -62,55 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Accel Wealth Management | 42.742 | -14,05 | 476 | -14,72 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 6.419 | 0,06 | 71 | 0,00 | ||||
| 2025-08-04 | 13F | Field & Main Bank | 412.187 | 4,50 | 4.587 | 3,66 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 9 | 0 | ||||||
| 2025-07-11 | 13F | First PREMIER Bank | 255.975 | -3,28 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 25.839 | 5,51 | 3.464 | 19,04 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 18.408 | 0,94 | 205 | 0,00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 172 | 2 | ||||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 50.700 | 6,18 | 564 | 5,42 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 31.961 | 141,09 | 362 | 144,59 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 209 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 30.467 | -27,35 | 345 | -26,60 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6.511 | 7,16 | 72 | 5,88 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 9.200 | -14,81 | 102 | -15,70 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 21.400 | 238 | ||||||
| 2025-05-06 | 13F | Wedbush Securities Inc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 441 | 5 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 56.400 | -4,29 | 628 | -5,14 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 31.200 | -21,21 | 347 | -21,85 | |||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 789 | -17,73 | 9 | -20,00 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 7.525 | 0,00 | 84 | -1,19 | ||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | -100,00 | 0 | |||||
| 2025-04-24 | 13F | Aspect Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 3.379.539 | -53,40 | 37.614 | -53,77 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 4.896 | 1,26 | 54 | 0,00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 43.925 | -7,04 | 489 | -7,92 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 449 | 7,16 | 5 | 0,00 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 98.322 | 0,33 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Centiva Capital, LP | 900.000 | 10.017 | ||||||
| 2025-04-30 | 13F | Ramiah Investment Group | 43.805 | 491 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 10.026 | 112 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 28.748 | -2,00 | 322 | -1,23 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 21.606 | 0,00 | 242 | 0,84 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 151.817 | 5,56 | 1.690 | 4,71 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 12.190 | 0,00 | 136 | -0,74 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 10.524 | 0,00 | 117 | -0,85 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1.170 | 2,09 | 13 | 8,33 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 812.895 | 39,82 | 9.048 | 38,69 | ||||
| 2025-08-11 | 13F | Cladis Investment Advisory, LLC | 10.177 | 0,00 | 113 | -0,88 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 32.686 | -17,96 | 364 | -18,79 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 315.730 | -11,73 | 3.514 | -12,43 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 500 | 0,00 | 6 | 0,00 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 82.640 | -3,88 | 920 | -4,67 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 272.722 | -3,85 | 3.035 | -4,62 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 404.876 | 78,01 | 4.506 | 76,64 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 70.791 | -12,07 | 788 | -12,85 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 24.560 | 36,48 | 273 | 35,82 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 183.385 | 2,89 | 2.041 | 2,10 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 630.329 | -4,54 | 7.016 | -5,31 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 122.149 | -18,31 | 1.360 | -18,96 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 1.620 | 0,75 | 18 | 0,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 6.629 | 0,00 | 74 | -1,35 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 10.860 | -4,72 | 121 | -5,51 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7.751.993 | -10,87 | 86.280 | -11,58 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 84.548 | 10,12 | 941 | 9,29 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 805.910 | -4,74 | 9 | -11,11 | ||||
| 2025-08-07 | 13F | Commerce Bank | 25.391 | -1,28 | 283 | -2,08 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4.898.208 | -3,78 | 54.405 | -4,70 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 59.384 | 0,15 | 661 | -0,75 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 2.775 | 0,00 | 31 | -3,23 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 17.850 | -5,31 | 199 | -6,16 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 17.509 | -8,12 | 195 | -8,92 | ||||
| 2025-07-31 | 13F | United Community Bank | 12.598 | 0,00 | 140 | -0,71 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 9.930 | 21,77 | 111 | 20,88 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 67.415 | 6,12 | 750 | 5,34 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 47.108 | -1,04 | 524 | -1,87 | ||||
| 2025-08-19 | 13F | Marex Group plc | 12.000 | 134 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 810.834 | -8,82 | 9.025 | -9,55 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 50 | 0,00 | 1 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 94 | 1 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5.430 | 94,41 | 60 | 93,55 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 22.125 | -7,88 | 246 | -8,55 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4.212 | 4,08 | 47 | 2,22 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Weaver Consulting Group | 12.314 | -9,26 | 137 | -9,87 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 7.819 | 4,14 | 87 | 3,57 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 31.647 | -5,17 | 352 | -5,88 | ||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 112.606 | 1,53 | 1.253 | 0,72 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2.017 | -3,95 | 22 | -4,35 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 14.554 | -0,71 | 162 | -1,83 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 129 | 0,00 | 1 | 0,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 373.775 | -0,62 | 4.160 | -1,40 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 28.823 | -0,63 | 316 | -0,32 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1.080 | -73,27 | 12 | -73,33 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 160 | 0,00 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 60 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 1.034.211 | 739,39 | 11.511 | 732,85 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1.479 | 0,00 | 16 | 0,00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 24.516 | 0,00 | 273 | -1,09 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 8.325 | 0,00 | 93 | -1,08 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 205.191 | -2,64 | 2.284 | -3,43 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 70.093 | 15,25 | 780 | 14,37 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 14.901 | -6,73 | ||||||
| 2025-07-14 | 13F | Edge Wealth Management LLC | 30.145 | 0,00 | 336 | -0,89 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 3.345 | 0,00 | 37 | 0,00 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 15.069 | 0,00 | 168 | -1,18 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 40.900 | -10,89 | 455 | -11,48 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 1.570 | 0,00 | 17 | 0,00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 20.337 | 35,70 | 226 | 34,52 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 616.576 | 0,19 | 6.862 | -0,62 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 2.048 | 0,00 | 23 | 0,00 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 21.209 | -2,78 | 236 | -3,28 | ||||
| 2025-04-30 | 13F | Sierra Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 32.992 | 2,04 | 367 | 1,38 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 15.287 | -8,38 | 170 | -9,09 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 25.687 | -9,97 | 286 | -10,94 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 71.438 | 0,00 | 795 | -0,75 | ||||
| 2025-05-13 | 13F | Howard Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Prostatis Group LLC | 11.170 | 0,02 | 124 | -0,80 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 5.404 | -5,26 | 60 | -4,76 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 31.716 | -51,27 | 353 | -51,64 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 446.029 | 4.964 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 88.941 | 153,25 | 990 | 151,02 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 103.661 | 10,71 | 1.151 | 8,69 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 447 | 0,00 | 5 | -20,00 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 53.988 | -5,27 | 601 | -6,10 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 29.250 | 13,02 | 326 | -0,91 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2.611 | 1,20 | 29 | 3,57 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 48.286 | -67,57 | 537 | -67,84 | ||||
| 2025-04-08 | 13F | Lantz Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 203.478 | -18,12 | 2.265 | -18,79 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3.897 | 44 | ||||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 68.857 | -0,17 | 773 | -0,13 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5.624 | -1,68 | 63 | -3,12 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 2.000 | 0,00 | 22 | 0,00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 26.384 | -1,65 | 294 | -2,66 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 36.440 | 7,51 | 406 | 6,58 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 22.905 | 0,00 | 255 | -0,78 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 48.604 | -0,42 | 541 | -1,28 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 22.301 | -2,56 | 248 | -3,12 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 1.861 | 21 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 2.972 | 33 | ||||||
| 2025-04-17 | 13F | Dynamic Advisor Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 500 | 6 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 24.085 | -10,14 | 268 | -10,96 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 12.675 | -9,69 | 141 | -10,19 | ||||
| 2025-07-25 | NP | PCSFX - Capital Securities Fund Class S | 121.647 | 0,00 | 1.334 | -6,06 | ||||
| 2025-08-28 | NP | BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares | Short | -1.000.000 | -110 | |||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 65.967 | -11,66 | 734 | -12,31 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6.650 | 0,00 | 74 | 0,00 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 725 | -74,99 | 8 | -75,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 118.618 | -0,51 | 1.320 | -1,27 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 407.975 | -7,02 | 4.541 | -7,78 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3.100 | 0,00 | 35 | 0,00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 48.536 | -11,87 | 540 | -12,48 | ||||
| 2025-06-25 | NP | FPE - First Trust Preferred Securities and Income ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3.995.460 | -36,05 | 44.070 | -38,93 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 56.383 | -4,41 | 628 | -5,14 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 158 | -97,69 | 2 | -98,68 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 8.255 | -76,58 | 92 | -76,96 | ||||
| 2025-06-26 | NP | OWCIX - Old Westbury Credit Income Fund | 3.482.215 | 0,00 | 38.409 | -4,50 | ||||
| 2025-03-27 | NP | Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund | 495.312 | 5.721 | ||||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 19.040 | 0,00 | 214 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 197.955 | 2,34 | 2.203 | 1,52 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 40.461 | -8,81 | 450 | -9,46 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1.337 | 0,00 | 15 | -6,67 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 21.803 | -19,39 | 243 | -20,13 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 3.240 | 0,00 | 36 | 0,00 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 399 | -11,14 | 4 | -20,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4.139.050 | 21,38 | 46.068 | 20,40 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 13.460 | 0,00 | 150 | -1,32 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 13.974 | 28,48 | 153 | 24,39 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 12.154 | 0,00 | 135 | -0,74 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 16.303 | 1,60 | 181 | 0,56 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 152.655 | -75,04 | 2 | -83,33 | ||||
| 2025-04-22 | 13F | PFG Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 38.342 | 427 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 166.685 | 9,07 | 1.850 | 7,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 519.399 | -39,75 | 9.586 | -0,89 | ||||
| 2025-07-17 | 13F | Argus Investors' Counsel, Inc. | 43.169 | 0,00 | 480 | -0,83 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 3.280 | 0,00 | 37 | 0,00 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 56.602 | 630 | ||||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 71.608 | 25,29 | 797 | 24,18 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 168.236 | -69,42 | 1.872 | -69,67 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 2.851 | 32 | ||||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 31.097 | -1,53 | 346 | -2,26 | ||||
| 2025-05-15 | 13F | Centaurus Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 26.812 | 10,07 | 298 | 9,16 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 195.090 | 7,31 | 2.171 | 6,47 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 6.500 | 0,00 | 72 | 0,00 | ||||
| 2025-07-29 | 13F | Creekside Partners | 34.368 | 0,19 | 383 | -0,52 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 251.292 | 0,79 | 2.797 | -0,04 | ||||
| 2025-07-18 | 13F | Old Point Trust & Financial Services N A | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 161.347 | -2,35 | 1.796 | -3,13 | ||||
| 2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 3.500 | 0,00 | 39 | -2,56 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 154.165 | 1,89 | 1.716 | 3,94 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 12.996 | -0,03 | 145 | -0,69 | ||||
| 2025-05-15 | 13F | EP Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 22.255 | 8,99 | 248 | 7,86 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 30.799 | 11,96 | 343 | 11,04 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 132.720 | -28,48 | 1.477 | -30,95 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10.339 | -1,47 | 115 | -1,71 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 166.514 | -5,62 | 1.853 | -6,37 | ||||
| 2025-07-25 | NP | PNARX - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 | 3.413.593 | 3,78 | 37.447 | -2,53 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 40.862 | 0,00 | 455 | -0,87 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 72 | 1 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 29.089 | -0,19 | 324 | -0,92 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | Elyxium Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 9.530 | 0,00 | 106 | -0,94 | ||||
| 2025-05-15 | 13F | Running Point Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 17.755 | -71,13 | 198 | -71,41 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | NP | JSOSX - JPMorgan Strategic Income Opportunities Fund Class I | 277.000 | 3.039 | ||||||
| 2025-08-01 | 13F | Motco | 3.400 | 39 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3.895 | 22,06 | 43 | 22,86 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 13.539 | -13,73 | 151 | -14,77 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 10.430 | -85,25 | 116 | -85,37 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 453 | 0,00 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 55.268 | 14,76 | 615 | 13,89 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 787.541 | 9,99 | 8.765 | 9,11 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2025-06-25 | NP | First Trust Intermediate Duration Preferred & Income Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1.051.491 | -29,94 | 11.598 | -33,10 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 16.692 | 0,19 | 186 | -0,54 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 26.801 | -0,50 | 298 | -1,32 | ||||
| 2025-07-17 | 13F | Peoples Financial Services Corp. | 4.000 | 0,00 | 45 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-15 | 13F | Harvest Investment Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 478.826 | 19,79 | 5.329 | 18,84 | ||||
| 2025-08-06 | 13F | Carnegie Lake Advisors LLC | 12.720 | -2,54 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 13.900 | 155 | ||||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 5.591 | 32,49 | 62 | 31,91 | ||||
| 2025-09-03 | 13F | American Trust | 20.238 | 225 | ||||||
| 2025-03-27 | NP | PISHX - Preferred Securities and Income SMA Shares | 77.405 | 609,16 | 894 | 626,83 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 222.207 | -1,42 | 2.473 | -2,21 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 11.674 | 4,22 | 130 | 0,00 | ||||
| 2025-05-15 | 13F | Marshall Wace, Llp | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 31.121 | 75,46 | 346 | 73,87 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 188.700 | -63,87 | 2.100 | -64,16 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 27.802 | -47,69 | 309 | -48,15 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 61.020 | 679 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 210.558 | -18,20 | 2.344 | -18,87 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 2 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 14.600 | 2,82 | 162 | 1,89 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 21 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 4.878 | 0,00 | 54 | 0,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 535.948 | 0,92 | 5.965 | 0,12 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 80 | -53,49 | 1 | -100,00 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 1.457.054 | 4,55 | 16.217 | 3,71 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 1.995 | 1,48 | 0 | |||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 453.260 | 6,15 | 5.045 | 5,28 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2.706.998 | -2,27 | 30.129 | -3,05 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 168.004 | -37,40 | 1.870 | -37,93 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 142.689 | 28,50 | 1.588 | 27,55 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 16.250 | 2,85 | 181 | 1,69 | ||||
| 2025-04-14 | 13F | Perennial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Providence First Trust Co | 16.100 | -4,17 | 179 | -4,79 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2.000 | 0,00 | 22 | 0,00 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 95 | 1,06 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 20.518 | 228 | ||||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1.000 | 0,00 | 11 | 0,00 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | National Bank Of Canada /fi/ | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 197.073 | -6,43 | 2.193 | -7,19 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 215.421 | -45,96 | 2 | -50,00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1.519.823 | 16.916 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.400.851 | -1,47 | 16 | 0,00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 6.747 | -0,72 | 75 | -1,32 | ||||
| 2025-05-06 | 13F | Burney Co/ | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 464.815 | -7,57 | 5.238 | -7,16 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 28.916 | -0,08 | 322 | -0,93 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 4.316 | 0,00 | 48 | 0,00 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 3.535 | 0,00 | 39 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 113.327 | -22,87 | 1.261 | -23,48 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 263.178 | 17,14 | 2.929 | 16,23 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 55.874 | 24,62 | 622 | 20,82 | ||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 2.578 | -19,71 | 29 | -22,22 | ||||
| 2025-04-17 | 13F | Dohj, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 61.042 | -5,83 | 679 | -6,60 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 30.749 | -63,18 | 342 | -63,46 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 83.483 | 0,00 | 929 | -0,75 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 40.780 | 2,51 | 454 | 1,57 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 25.250 | -68,37 | 281 | -68,60 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1.200 | 0,00 | 13 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2.848.588 | 8,42 | 31.705 | 9,00 | ||||
| 2025-06-25 | NP | PCLRX - PGIM INCOME BUILDER FUND Class R | 208.347 | 2,18 | 2.298 | -2,42 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 14.389 | -6,50 | 160 | -6,98 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 27.827 | 9,50 | 310 | 8,42 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 850.000 | 0,00 | 9 | 0,00 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 30.000 | 0,00 | 334 | -0,89 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 200 | 0,00 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 11.420 | 127 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 25 | 0,00 | 0 | |||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 56.459 | -15,13 | 628 | -15,82 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 608 | 7 | ||||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 10.250 | 0,00 | 114 | -0,87 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 66 | 0,00 | 1 | |||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1.400 | 16 | ||||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 24.761 | 0,00 | 276 | -0,72 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 1.500 | 0,00 | 17 | -5,88 | ||||
| 2025-04-09 | 13F | Wallace Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 174.938 | 55,08 | 1.947 | 53,91 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 70.572 | -4,55 | 785 | -5,31 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 30.951 | 0,17 | 344 | -0,58 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 43.127 | -17,71 | 480 | -18,40 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 73.834 | -11,75 | 822 | -12,47 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 32.271 | 0,00 | 370 | 3,93 | ||||
| 2025-06-25 | NP | FPEAX - First Trust Preferred Securities and Income Fund Class A This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 125.085 | -54,72 | 1.380 | -56,77 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 8.093 | 0,00 | 90 | 0,00 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 152.164 | 4,60 | 1.694 | 3,74 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 49 | -46,74 | 1 | -100,00 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 13.827 | 154 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 6.460 | -0,58 | 72 | -1,39 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 106.190 | -0,06 | 1.182 | -0,92 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 23.400 | 0,00 | 260 | -0,76 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 481.270 | 8,43 | 5.357 | 7,55 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 23.526 | -4,60 | 262 | -5,43 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 570 | 6 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-29 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 120.000 | 500,00 | 1.346 | 444,94 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12.504 | -89,75 | 139 | -89,84 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 23.627 | 0,00 | 263 | -1,13 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6.861.034 | -54,84 | 76.363 | -55,20 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 11.624 | -6,05 | 129 | -6,52 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 88 | 1 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 581.671 | -6,12 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1.725 | -16,87 | 19 | -17,39 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10.776 | -15,59 | 120 | -16,78 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.751.764 | 3,91 | 19.498 | 3,08 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-28 | NP | Cohen & Steers Real Estate Opportunities & Income Fund | 148.886 | 7,68 | 1.657 | 6,83 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 214.012 | 316,97 | 2.382 | 314,09 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 59.585 | -0,34 | 663 | -1,04 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 390.385 | -5,15 | 4.345 | -5,91 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | RDA Financial Network | 18.605 | 0,00 | 207 | -0,48 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 123.356 | 4,02 | 1.373 | 3,16 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 50 | -72,97 | 1 | -100,00 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 0 | -100,00 | 0 | |||||
| 2025-04-10 | 13F | LS Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 10.936 | -26,25 | 122 | -27,11 | ||||
| 2025-04-25 | 13F | Tradewinds Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 36.832 | 17,02 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 790.888 | -2,50 | 8.803 | -3,27 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 103.248 | 2,10 | 1.149 | 1,32 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 141.247 | 2,55 | 1.572 | 1,75 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 72.941 | -10,07 | 812 | -10,88 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Acas, Llc | 21.595 | 0,54 | 248 | 4,66 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 973 | 74,69 | 11 | 83,33 | ||||
| 2025-04-28 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 13 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1.554 | -32,73 | 17 | -32,00 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 19.729 | 1,01 | 220 | 0,00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2.400 | 0,00 | 27 | 0,00 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 64.640.088 | -3,01 | 719.444 | -3,79 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 19.250 | 214 | ||||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 4.429 | 0,00 | 49 | 0,00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 320 | 0,00 | 4 | 0,00 |
