Mga Batayang Estadistika
| Pemilik Institusional | 170 total, 170 long only, 0 short only, 0 long/short - change of 2.41% MRQ |
| Alokasi Portofolio Rata-rata | 0.5269 % - change of -5.86% MRQ |
| Saham Institusional (Jangka Panjang) | 42,232,745 (ex 13D/G) - change of 0.18MM shares 0.43% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,047,218 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF (US:BUFD) memiliki 170 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 42,232,745 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Gw Henssler & Associates Ltd, Envestnet Asset Management Inc, Legacy Financial Group LLC, Centennial Wealth Advisory LLC, Advisor Group Holdings, Inc., Creekmur Asset Management LLC, Truist Financial Corp, Cetera Investment Advisers, and Commonwealth Equity Services, Llc .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF (BATS:BUFD) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 27.30 / share. Previously, on September 6, 2024, the share price was 24.43 / share. This represents an increase of 11.75% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | EPG Wealth Management LLC | Call | 0 | -100.00 | 0 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 30,572 | -1.98 | 812 | 4.24 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,972 | 79 | ||||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 46,230 | -61.62 | 1,228 | -59.17 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7,819 | 208 | ||||||
| 2025-07-23 | 13F | GGM Financials LLC | 16,198 | 430 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 25,131 | 667 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 81,531 | -0.67 | 2,165 | 5.76 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 200,363 | 7.74 | 5,322 | 14.70 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,251 | 232.76 | 139 | 256.41 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 17,969 | 48.14 | 477 | 57.95 | ||||
| 2025-07-22 | 13F | Partners Wealth Management, Llc | 18,296 | 0.00 | 457 | 0.00 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 2,105 | -65.41 | 56 | -63.58 | ||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 8,628 | -36.87 | 229 | -32.84 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 18,853 | -45.60 | 503 | -41.78 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 53,431 | 236.64 | 1,419 | 258.33 | ||||
| 2025-04-15 | 13F | Integrated Advisors Network LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 58,263 | -12.79 | 1,547 | -7.14 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 8,243 | 0.00 | 219 | 6.34 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 15,100 | 0.00 | 401 | 6.65 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 44,119 | 9.73 | 1,172 | 16.75 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 41,523 | -3.81 | 1,103 | 2.32 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 53,960 | 3.92 | 1,433 | 10.66 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 324,697 | -15.97 | 8,624 | -10.55 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 28,450 | -19.51 | 710 | -21.40 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 134,982 | 15.26 | 3,585 | 22.73 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 33,980 | 1.14 | 1 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 106,530 | 57.91 | 2,829 | 62.12 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 34,163 | 0.00 | 852 | 0.00 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 21,454 | -5.31 | 570 | 0.71 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 28,226 | -4.34 | 750 | 1.77 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 8,196 | -93.52 | 218 | -93.13 | ||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4 | -99.98 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 202,770 | 73.22 | 5,386 | 84.42 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 23,507 | -68.43 | 624 | -66.40 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 17,985 | 3.42 | 478 | 10.16 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 425,004 | 5.19 | 11,288 | 11.98 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 53,075 | 20.77 | 1,410 | 25.69 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 8,902 | 0.00 | 236 | 6.31 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 36,581 | 2.24 | 972 | 8.86 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 174,066 | 9.40 | 4,679 | 17.86 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 767,257 | -24.33 | 20 | -20.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,150 | 0.00 | 31 | 7.14 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 16,152 | 1.23 | 429 | 7.54 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,756,473 | 6.87 | 46,652 | 13.77 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 83,669 | 1.02 | 2,222 | 7.55 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 25,583 | 0.00 | 692 | 8.31 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 50,158 | -11.26 | 1,332 | -5.53 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 31,794 | -59.93 | 844 | -57.35 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 19,481 | -8.95 | 517 | -3.00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1,490,215 | 3.48 | 39,580 | 10.16 | ||||
| 2025-05-08 | 13F | Us Bancorp \de\ | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 15,587 | 415 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 33,913 | 901 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 88,748 | -16.37 | 2,357 | -10.96 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 26,213 | -19.36 | 696 | -14.18 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 391,090 | 0.04 | 10,387 | 6.50 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 17,467 | -5.92 | 464 | 0.00 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 569,210 | 17.00 | 15,118 | 24.56 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 82,743 | -33.99 | 2,198 | -28.30 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 15,058 | -24.04 | 400 | -19.23 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 117,842 | 107.11 | 3,130 | 120.51 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 166,343 | -39.70 | 4 | -33.33 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 27,898 | -1.98 | 1 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 16,280 | 432 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 469 | -52.24 | 12 | -50.00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 22,791 | 605 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 738,615 | 4.35 | 19,588 | 10.26 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,019,430 | 4.40 | 27,076 | 11.14 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2 | -33.33 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 10,280 | 0.00 | 273 | 6.64 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 9,704 | -13.81 | 258 | -8.21 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 8,146 | 0.00 | 216 | 6.40 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 21,879 | -14.29 | 581 | -8.65 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 53,124 | -25.73 | 1,411 | -20.96 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 112,101 | 2,977 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 12,854 | 0.00 | 341 | 6.56 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 23,246 | 2,052.41 | 617 | 2,273.08 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 17,354 | 13.75 | 425 | 9.00 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 10,766 | 0.00 | 286 | 6.34 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 14,538 | 0.00 | 386 | 6.63 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 12,656 | -64.82 | 336 | -62.63 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 659,729 | 32.17 | 17,437 | 40.98 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 24,522 | 149.97 | 651 | 166.80 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 80,799 | 7.28 | 2,146 | 14.21 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 721,868 | 535.98 | 19,173 | 577.22 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Apollon Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 41,916 | 16.54 | 1,113 | 24.08 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 14,995 | -13.55 | 404 | -5.61 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 11,596 | -1.29 | 308 | 5.14 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 358 | 0.00 | 10 | 12.50 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 275,408 | 4.12 | 7,315 | 10.83 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 13,188 | 45.71 | 358 | 62.27 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,220 | 0.00 | 32 | 6.67 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 275,091 | 0.80 | 7 | 16.67 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 17,475 | 12.92 | 464 | 20.21 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 439,981 | -7.90 | 11,686 | -1.96 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 15,024 | 0.00 | 399 | 6.68 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 9,680 | -1.56 | 257 | 4.90 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 18,566 | -3.61 | 493 | 2.71 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 18,547 | -23.65 | 493 | -18.81 | ||||
| 2025-05-07 | 13F | Prosperity Consulting Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 4,146 | 14.91 | 110 | 22.22 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,128,503 | 1.59 | 29,973 | 8.15 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 27,671 | 8.92 | 735 | 15.96 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 25,086 | -4.39 | 666 | 1.83 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10,361 | 6.51 | 275 | 13.64 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 418,721 | 34.43 | 11,121 | 43.11 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 649,420 | -34.62 | 17 | -29.17 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 702,397 | 4.40 | 18,656 | 11.13 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 10,549 | 0.00 | 280 | 6.46 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 33,946 | -80.97 | 902 | -79.75 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 103,704 | 42.44 | 2,754 | 51.65 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-02 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 235 | 0.00 | 6 | 20.00 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 12,470 | 0.00 | 331 | 6.43 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 8,105 | 215 | ||||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 27,524 | 0.00 | 731 | 6.56 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7,926 | 211 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 277,959 | -0.72 | 7,383 | 5.68 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 756,648 | -5.63 | 20 | 0.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 428,889 | -0.27 | 11,391 | 6.16 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 219,828 | -12.86 | 5,839 | -7.24 | ||||
| 2025-07-24 | 13F | SLT Holdings LLC | 44,764 | -7.75 | 1,189 | -1.82 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 16,198 | 1.36 | 430 | 8.04 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 750,871 | -0.41 | 19,943 | 6.02 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 8,066,365 | 2.80 | 214,243 | 9.43 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 8,991 | -0.59 | 239 | 5.78 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 41,733 | -9.11 | 1,108 | -3.23 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 41,511 | 4.89 | 1,107 | 14.83 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 66,961 | -2.76 | 1,778 | 3.49 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 16,779 | 15.46 | 452 | 24.86 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 20,727 | 1.45 | 1 | |||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 3,959,449 | -6.91 | 105,163 | -0.90 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 36,385 | 25.46 | 966 | 33.61 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 66,202 | 15.52 | 1,758 | 23.02 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 150 | 0.00 | 4 | 0.00 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 29,829 | -12.08 | 792 | -5.94 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 107,588 | -1.29 | 2,858 | 5.08 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 32,645 | -0.73 | 867 | 5.73 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 106,530 | 39.09 | 2,829 | 48.12 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 538,025 | 106.35 | 14,290 | 119.66 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 526,162 | 6.93 | 13,975 | 13.83 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 3,645 | -30.83 | 97 | -26.72 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 21,499 | 0.00 | 571 | 4.20 | ||||
| 2025-04-22 | 13F | Breakthru Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 443,723 | -2.55 | 11,785 | 3.74 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 54,585 | 10.19 | 1,450 | 17.33 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,435 | 0.00 | 38 | 8.57 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 221,781 | 5.49 | 5,891 | 12.30 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 10,600 | 0.00 | 282 | 6.44 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 22,030 | -62.40 | 585 | -59.96 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 45,101 | -6.16 | 1,198 | -0.17 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 28,452 | -0.29 | 756 | 6.19 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 155,309 | -8.97 | 4,125 | -3.10 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 10,135 | 5.08 | 269 | 12.08 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 86,687 | 21.81 | 2,302 | 29.69 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 56,029 | -12.19 | 1,488 | -6.53 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 26,626 | 1.68 | 707 | 8.27 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 426,708 | 5.96 | 11,333 | 12.80 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 52,466 | -1.52 | 1,393 | 4.82 | ||||
| 2025-05-14 | 13F | Ameriprise Financial Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 207,698 | -25.37 | 5,516 | -20.56 | ||||
| 2025-04-10 | 13F | Whipplewood Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 1,773,912 | -0.58 | 47,119 | 5.84 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10,868 | -81.31 | 289 | -80.14 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 508,836 | -3.86 | 13,515 | 2.35 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 16,761 | -16.99 | 445 | -11.53 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 15,469 | 0.00 | 411 | 6.49 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 8,986 | 0.00 | 239 | 6.25 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 18,527 | -15.16 | 492 | -9.56 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 99,994 | -2.77 | 3 | 0.00 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 21,637 | 0.00 | 575 | 6.49 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 30,655 | 2.25 | 814 | 8.82 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 1,933,867 | 0.87 | 51,364 | 7.38 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3,480,049 | 1.32 | 92,430 | 7.86 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31,340 | 10.16 | 832 | 17.35 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 633 | 8.21 | 17 | 14.29 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 117,378 | 8.37 | 3,118 | 15.36 |
