Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Global X Funds - Global X U.S. Infrastructure Development ETF, omfatter Waddell & Associates, Llc, Altfest L J & Co Inc, Exchange Traded Concepts, Llc, Wolf Group Capital Advisors, PMG Wealth Management, Inc., GXDW - Global X Thematic Growth ETF, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., Foronjy Financial Llc, Duncan Williams Asset Management, LLC, Nvest Financial, LLC, First International Bank of Israel Ltd., Midwest Trust Co, Cabana Llc, Old Mission Capital Llc, Envision Financial LLC, Empowered Funds, LLC, Astoria Portfolio Advisors LLC., Tradewinds, LLC., Ballentine Partners, LLC, og Harbor Asset Planning, Inc. .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Truist Financial Corp | 73.723 | 14,98 | 3.213 | 32,78 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 5.415 | 236 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 206.427 | 59,49 | 8.996 | 84,23 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 282.950 | 0,59 | 12.331 | 16,19 | ||||
| 2025-08-29 | NP | Highland Global Allocation Fund | Short | -51.731 | -2.254 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6.252 | 3,58 | 272 | 19,82 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 26.532 | 17,10 | 1.156 | 35,36 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3.485.063 | 278,36 | 151.879 | 337,04 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1.194 | 52 | ||||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 4.000 | 175 | ||||||
| 2025-08-08 | 13F | Avalon Trust Co | 671 | 29 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 26.549 | 231,41 | 1.157 | 283,11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 30.600 | 28,03 | 1.334 | 47,95 | |||
| 2025-08-13 | 13F | Kilter Group LLC | 5.170 | 225 | ||||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 89.994 | 3.922 | ||||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 71.286 | 15,82 | 3.107 | 33,76 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 115.076 | 2,19 | 5.028 | 18,34 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 294.126 | 5,53 | 12.818 | 21,89 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 4.655 | 203 | ||||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 131.195 | 0,24 | 5.717 | 15,80 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 602 | 26 | ||||||
| 2025-06-03 | 13F | Invst, LLC | 24.996 | 943 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 7.648 | 19,71 | 333 | 38,17 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 126.329 | 6,77 | 5.505 | 23,32 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 314.650 | 4,73 | 14 | 18,18 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 1.380.457 | 67,41 | 60.160 | 93,37 | ||||
| 2025-08-29 | NP | HSZAX - Highland Small-Cap Equity Fund Class A | Short | -2.660 | -116 | |||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 538 | 23 | ||||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 20.330 | 45,64 | 886 | 68,25 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 26.268 | 0,11 | 1.145 | 14,86 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 120.536 | 3,69 | 5.253 | 19,74 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 8.997 | 11,40 | 392 | 27,78 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 154 | 7 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 70.404 | 234,59 | 3.076 | 287,77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 527.482 | 11,51 | 23 | 29,41 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 14.355 | 0,34 | 626 | 15,96 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1.094 | 3,80 | 48 | 20,51 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 2.815 | 5,63 | 123 | 22,00 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 7.569 | 330 | ||||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 | 0 | ||||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 273.175 | 37,62 | 12 | 57,14 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 17.517 | 23,38 | 763 | 42,62 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1.221 | 53 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 752.352 | 0,63 | 32.788 | 16,23 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 104.871 | 13,96 | 4.570 | 22,92 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 50.759 | 32,69 | 2.212 | 53,29 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 11.617 | 1,76 | 506 | 17,67 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 473 | 3,73 | 21 | 17,65 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14.139 | 1,51 | 616 | 17,33 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 235.147 | 13,62 | 10.438 | 33,68 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 111.256 | 8,40 | 4.849 | 25,21 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1.335 | 3,25 | 54 | 10,42 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 28.376 | 37,84 | 1.237 | 59,28 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 4.629 | 202 | ||||||
| 2025-08-12 | 13F | Holderness Investments Co | 4.623 | 201 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 31.004 | 2,84 | 1.351 | 18,82 | ||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 355.168 | 0,01 | 15.478 | 15,52 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 440 | 19 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 11.930 | 34,44 | 520 | 55,39 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 82.664 | 10,41 | 3.703 | 31,13 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2.579 | 3.338,67 | 112 | 5.500,00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 20.611 | 22,93 | 907 | 43,06 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12.696 | 16,51 | 553 | 34,55 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 64.432 | 0,13 | 2.808 | 15,66 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 145.576 | 24,31 | 6.344 | 43,59 | ||||
| 2025-08-07 | 13F | PFG Advisors | 75.448 | 5,69 | 3.288 | 22,09 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.893 | 8,79 | 82 | 26,15 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 545 | 39,39 | 24 | 64,29 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3.127 | 1,30 | 136 | 17,24 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 134 | 6 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 10.835 | 472 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 12.693 | 0,75 | 553 | 16,42 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 245 | 10 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 235 | 10 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 237.541 | 1,68 | 10.378 | 17,74 | ||||
| 2025-07-17 | 13F | Eagle Wealth Strategies Llc | 7.858 | 0,59 | 342 | 16,33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 858.407 | 8,20 | 37.383 | 24,86 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.172 | 0,43 | 51 | 15,91 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 83.770 | 0,02 | 3.753 | 18,77 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 34.371 | 48,39 | 1.498 | 71,48 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 240.367 | 10.475 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2.694.465 | 4.209,90 | 62 | -97,41 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 512 | 19 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 206.204 | 0,20 | 9.500 | 22,35 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 28.739 | 0,95 | 1.252 | 16,57 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 10.491 | 457 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3.197 | 479,17 | 139 | 595,00 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 125.120 | 0,03 | 5.466 | 15,83 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 18.364 | 164,23 | 801 | 205,34 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 5.219 | 227 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 48.305 | 66,07 | 2.105 | 90,50 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 5.164 | 225 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4.617 | 7,90 | 201 | 24,84 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 267.513 | 1,86 | 11.658 | 17,65 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 27.215 | 4,65 | 1.186 | 20,90 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 56.081 | 0,27 | 2.450 | 16,11 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 20.603 | 0,76 | 898 | 16,34 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 37 | 0 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 23.393 | 7,73 | 1.019 | 24,42 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 4.736 | 206 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 23.393 | 1.019 | ||||||
| 2025-07-29 | 13F | Creekside Partners | 5.015 | 219 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 34.880 | 3,90 | 1.520 | 20,06 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 4.605 | 201 | ||||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 47.497 | 2.070 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 5.698 | 248 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 93 | 86,00 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 54.543 | 36,05 | 2.377 | 57,14 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 39.021 | 1.701 | ||||||
| 2025-08-21 | NP | RAAX - VanEck Vectors Real Asset Allocation ETF | 275.165 | 38,37 | 11.992 | 59,84 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 5.200 | 227 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 22.442 | 1.294,78 | 978 | 1.530,00 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 8.857 | 0,67 | 386 | 16,31 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 6.084 | 265 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 5.153 | 225 | ||||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 93.028 | 4,46 | 4.054 | 20,65 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 10.908 | 7,42 | 475 | 24,02 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 29.469 | 3,49 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 16.387 | 714 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 47.683 | 6,58 | 2 | 100,00 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 4.951 | 216 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2.923 | 19,65 | 127 | 38,04 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 4.972 | 217 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 366.150 | 3,62 | 15.957 | 19,68 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 891 | 127,30 | 39 | 171,43 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 874 | 38 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 5.092 | 222 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4.423 | 2,50 | 193 | 18,52 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 381.741 | 0,75 | 17 | 14,29 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 83 | 4 | ||||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 9.111 | 54,27 | 397 | 78,83 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 5.925 | 258 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 300.547 | 17,05 | 13 | 44,44 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 51.678 | 36,74 | 2.252 | 58,04 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 28.860 | 9.817,53 | 1.258 | 12.470,00 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 800 | 35 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 642.238 | 0,09 | 27.989 | 15,61 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 513 | 22 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 509 | 22 | ||||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 5.006 | 218 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 12.697 | 88,02 | 553 | 117,72 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 4.918 | 214 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 9.665.190 | 1,27 | 421.209 | 16,97 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 4.611 | 201 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 17.961 | 1,27 | 783 | 16,89 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 16.230 | 0,98 | 749 | 18,70 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 17.252 | 137,89 | 752 | 175,09 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 9.839 | 28,08 | 429 | 48,10 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 121.996 | 116,48 | 5.317 | 150,05 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 21.661 | 37,10 | 974 | 61,63 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 39.513 | 17,68 | 1.722 | 35,94 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 5.908 | 257 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 959 | 26,85 | 42 | 46,43 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 29.358 | 3,61 | 1.279 | 19,64 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 39.994 | 1,91 | 1.743 | 17,70 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 108.614 | 2,41 | 4.734 | 18,26 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 88.093 | 8,58 | 3.839 | 25,42 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 150 | 7 | ||||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 44.232 | 3,19 | 1.928 | 19,17 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 24.615 | 4,36 | 1.073 | 20,58 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 940 | 0 | ||||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 116.930 | 62,08 | 5.096 | 87,25 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 25.247 | 27,19 | 1.183 | 57,10 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 52.875 | 6,62 | 2.304 | 23,14 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6.485 | 3,26 | 283 | 11,46 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2.149.080 | 0,71 | 93.657 | 16,32 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 180 | 8 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 505.086 | 2,12 | 22.067 | 18,26 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 39.987 | 0,31 | 1.743 | 15,90 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6.594 | 10,05 | 287 | 26,99 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 9.118 | 36,76 | 397 | 58,17 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 40.971 | 0,21 | 1.785 | 178.400,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.559.130 | 1,47 | 67.947 | 17,20 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 20.415 | 4,62 | 890 | 20,79 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4.842 | 211 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8.348 | 0,74 | 364 | 16,35 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 30.438 | 0,65 | 1.327 | 16,21 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3.623 | 69,62 | 158 | 96,25 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 675 | 12,50 | 29 | 31,82 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 19.134 | 1 | ||||||
| 2025-09-10 | 13F | WT Wealth Management | 96.390 | 10,99 | 4.201 | 28,21 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 10.400 | 2,07 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 31.916 | 13,08 | 1.391 | 30,64 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 48.171 | 0,73 | 2.099 | 16,35 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 7.500 | 327 | ||||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 1.826.748 | 79.610 | ||||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 189.348 | 1,38 | 8.251 | 17,10 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 7.891 | 75,20 | 344 | 102,96 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 3.891 | 10,79 | 170 | 28,03 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 556.136 | 26,31 | 24.236 | 45,89 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 326.634 | 10,34 | 14.235 | 27,45 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 25.995 | 4,57 | 1.133 | 20,81 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 60.035 | 2,84 | 2.616 | 18,80 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 10.273 | 56,22 | 448 | 80,24 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 4.634 | 202 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 21.435 | 38,18 | 934 | 59,66 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 21.182 | 923 | ||||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 545 | 24 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1.300 | 57 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 37.578 | 4,03 | 1.638 | 20,19 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 20.417 | 0,37 | 890 | 15,91 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 605.851 | 12,21 | 26.403 | 29,61 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 178.144 | 6,80 | 7.764 | 23,36 | ||||
| 2025-07-21 | 13F | Washington Growth Strategies Llc | 113.451 | 298.455,26 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 1.401.130 | 19,37 | 61.061 | 37,87 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2.013.659 | 27,18 | 87.755 | 46,90 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 777.148 | 7,64 | 34.210 | 22,66 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 29.047 | 6,63 | 1.354 | 30,35 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1.866 | 81 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.397.659 | 6,53 | 60.910 | 23,04 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5.448 | 237 | ||||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 8.118 | 354 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 57.400 | 18,96 | 2.501 | 37,42 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 99.393 | 4.332 | ||||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 168.260 | 6.348 | ||||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 4.784 | 208 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 2.473 | 25,15 | 108 | 44,59 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 198.938 | 2,72 | 8.670 | 18,64 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3.164 | 12,80 | 138 | 30,48 | ||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 52.617 | 3,34 | 2.293 | 19,36 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 6.817 | 297 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 43.083 | 120,63 | 1.878 | 155,03 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 5.709 | 0,95 | 249 | 16,43 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2.443 | 106 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 230 | 10 | ||||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 58.635 | 6,44 | 2.555 | 22,95 | ||||
| 2025-08-29 | NP | HHCAX - Highland Long/Short Healthcare Fund Class A | Short | -36.512 | -1.591 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 25.537 | 3,70 | 1.113 | 19,70 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 35.890 | 1,44 | 1.564 | 17,24 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 18.807 | 820 | ||||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 735 | 32 | ||||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 64.978 | 14,37 | 2.832 | 32,10 | ||||
| 2025-07-28 | 13F | 5th Street Advisors, LLC | 154.515 | 0,89 | 6.734 | 16,53 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 4.722 | 206 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 848.269 | 4,75 | 36.968 | 20,99 | ||||
| 2025-08-14 | 13F | Stamos Capital Partners, L.p. | 56.029 | 31,53 | 2.442 | 51,90 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4.881 | 213 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 177.682 | 7.743 | ||||||
| 2025-07-16 | 13F | American National Bank | 88 | 4 | ||||||
| 2025-07-16 | 13F | Cabana Llc | 18.780 | 818 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6.469 | 282 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 144.336 | 5,88 | 6.290 | 22,30 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 59.030 | 9,29 | 2.573 | 26,26 | ||||
| 2025-08-13 | 13F | Knuff & Co LLC | 2.500 | 109 | ||||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 1.041.197 | 1,49 | 45.469 | 17,46 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 126.397 | 6.408,60 | 5.508 | 7.445,21 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 91.146 | 31,83 | 3.967 | 52,23 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 10.380 | 70,56 | 452 | 97,38 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 6.396 | 279 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 6.997.512 | 2,09 | 304.952 | 17,92 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1.632 | 71 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 7.603 | 0,48 | 331 | 16,14 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 12.718 | 554 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3.159 | 31,95 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 51.470 | 2,35 | 2.281 | 20,19 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 23.700 | 65,73 | 1.033 | 91,47 | |||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4.404 | 3,72 | 192 | 19,38 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 4.898 | 213 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 9.120 | 0,32 | 397 | 15,74 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 9.395 | 433 | ||||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 11.209 | 37,20 | 488 | 58,44 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9.750 | 18,80 | 425 | 37,22 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 103.090 | 231,90 | 3.890 | 209,88 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 21.334 | 930 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 540.000 | 2,86 | 23.533 | 19,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 118.959 | 23,41 | 5.196 | 43,34 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 34.140 | 61,46 | 1.492 | 87,08 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 4.800 | 209 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 46.228 | 9,53 | 2.025 | 29,08 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 11.525 | 29,13 | 502 | 49,40 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 17.055 | 48,78 | 743 | 71,99 | ||||
| 2025-07-30 | NP | GXDW - Global X Thematic Growth ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. 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 | 47.526 | 1.973 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 88.017 | 1,92 | 3.836 | 16,92 |
