Mga Batayang Estadistika
| Pemilik Institusional | 369 total, 369 long only, 0 short only, 0 long/short - change of 3.35% MRQ |
| Alokasi Portofolio Rata-rata | 0.8051 % - change of 1.44% MRQ |
| Saham Institusional (Jangka Panjang) | 169,563,656 (ex 13D/G) - change of -3.05MM shares -1.77% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 8,245,966 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
PGIM ETF Trust - PGIM Ultra Short Bond ETF (US:PULS) memiliki 369 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 169,563,656 saham. Pemegang saham terbesar meliputi Jpmorgan Chase & Co, Prudential Financial Inc, Morgan Stanley, Bank Of America Corp /de/, LPL Financial LLC, Wells Fargo & Company/mn, Fmr Llc, Raymond James Financial Inc, Charles Schwab Investment Management Inc, and UBS Group AG .
Struktur kepemilikan institusional PGIM ETF Trust - PGIM Ultra Short Bond ETF (ARCA:PULS) 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 49.69 / share. Previously, on September 6, 2024, the share price was 49.61 / share. This represents an increase of 0.16% 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 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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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
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.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 188,479 | 18.34 | 9,379 | 18.41 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 67,612 | 9.35 | 3,364 | 9.43 | ||||
| 2025-04-17 | 13F | Sound Income Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 7,034 | 0.00 | 0 | |||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 22,307 | 1,110 | ||||||
| 2025-04-23 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,403,485 | 11.79 | 169,357 | 11.86 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 10,059 | 501 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2,705 | 50.78 | 135 | 50.56 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 45,869 | -11.49 | 2,282 | -11.45 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 89 | -76.64 | 4 | -77.78 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 9,225 | 53.42 | 459 | 53.51 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 51 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 283,568 | 55.77 | 14,123 | 56.04 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 59,005 | 3.45 | 2,936 | 3.53 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 301 | 0.00 | 15 | 0.00 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 36,327 | 3.13 | 1,808 | 3.20 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 7,983 | 397 | ||||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 11,454 | 570 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 28,386 | -20.90 | 1,412 | -20.85 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 888 | 44 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 242,160 | -8.14 | 12,050 | -8.09 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 11,332 | 564 | ||||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 4,350 | 0.00 | 216 | 0.00 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 314,337 | 1.40 | 15,641 | 1.46 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5,483 | 0.00 | 273 | 0.00 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 4,692 | 8.84 | 233 | 8.88 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 126,935 | 124.36 | 6,316 | 124.53 | ||||
| 2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6,420 | 319 | ||||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 1,930,818 | 6.81 | 95,846 | 7.31 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 6,599,595 | 11.54 | 328,396 | 11.61 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 8,183 | -0.32 | 407 | -0.25 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 11,942 | 595 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 3,650 | 0.00 | 182 | 0.00 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 15,783 | 53.20 | 785 | 53.32 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 152,584 | 16.61 | 7,593 | 16.67 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 27,629 | -4.30 | 1,375 | -4.25 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 8,069 | 402 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 | 0.00 | 0 | |||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 62 | 3 | ||||||
| 2025-07-18 | 13F | First United Bank Trust/ | 46,326 | 8.12 | 2,305 | 8.22 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 188 | 0.00 | 9 | 0.00 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 340,744 | 177.51 | 16,915 | 177.01 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 2,083 | -19.08 | 104 | -19.53 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 51,595 | -13.89 | 2,561 | -14.15 | ||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 33,297 | 12.62 | 1,657 | 12.65 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 4,405 | 219 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 194,702 | 1,021.49 | 9,688 | 1,022.60 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 532,407 | 6.68 | 26 | 8.33 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 62,299 | -22.23 | 3,100 | -22.19 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 328,629 | 55.98 | 16,353 | 56.08 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 272 | 0.00 | 14 | 0.00 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 20,059 | 103.75 | 998 | 104.09 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 166,841 | 4.41 | 8,302 | 4.48 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4,882 | -5.04 | 243 | -5.10 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 31,861 | -6.71 | 1,585 | -6.65 | ||||
| 2025-05-06 | 13F | USAdvisors Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,464,878 | -4.42 | 122,653 | -4.36 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 14,649 | 4.48 | 729 | 4.45 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 35,819 | -16.46 | 1,782 | -16.42 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 127,893 | 31.40 | 6,355 | 31.55 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 85,205 | 67.52 | 4,240 | 67.62 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 294,957 | -1.60 | 14,677 | -1.54 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 129,587 | 0.13 | 6,448 | 0.20 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 74,920 | 289.17 | 3,728 | 289.55 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 100,170 | 2.58 | 4,984 | 2.64 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 10,985 | 1.21 | 547 | 1.30 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 5,709 | -19.14 | 284 | -19.09 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 18,055 | 2.04 | 898 | 2.16 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 714 | 36 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 5,042 | 0.00 | 251 | 0.00 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 743,584 | -19.55 | 37,001 | -19.50 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 303,133 | 11.80 | 15,035 | 11.50 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 177,086 | 0.51 | 8,812 | 0.57 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 7,379 | -3.38 | 367 | -3.17 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5,540 | 276 | ||||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 639,837 | -9.45 | 31,838 | -9.40 | ||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 15,148 | 10.42 | 754 | 10.41 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 4,472 | 223 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 16,518 | -8.85 | 822 | -8.88 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 11,841 | -22.26 | 589 | -22.19 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 5,043 | -7.40 | 251 | -7.41 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 32,817 | -15.63 | 1,633 | -15.62 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 6,656 | 331 | ||||||
| 2025-07-31 | 13F | Catalyst Capital Advisors LLC | 119,165 | 0.00 | 5,930 | 0.05 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 98,027 | -12.83 | 4,878 | -12.79 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5,491 | 273 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 31,280 | -82.60 | 1,556 | -82.60 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 193,706 | -19.63 | 9,639 | -19.58 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 461,801 | -20.11 | 22,979 | -20.03 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4,815 | -9.15 | 240 | -9.13 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 81,944 | -4.23 | 4,078 | -3.71 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 7,816 | 65.63 | 389 | 65.81 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 9,259 | 131.36 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 33,714,033 | 2.73 | 1,677,610 | 2.80 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1,500 | 75 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 253,816 | 3.17 | 12,630 | 3.23 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 141,859 | 8.48 | 7,059 | 8.55 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 31,849 | -50.16 | 2 | -66.67 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 7,667 | 1.20 | 382 | 1.33 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 220,963 | -5.84 | 10,995 | -5.78 | ||||
| 2025-05-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 26,511 | 1,319 | ||||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 20,494 | 4.22 | 1,020 | 4.30 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 7,718 | 1.19 | 384 | 1.32 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 152,697 | 71.95 | 7,598 | 72.06 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 150,859 | 15.71 | 7,496 | 15.86 | ||||
| 2025-07-29 | 13F | TrueMark Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 503 | 0.00 | 25 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9,849 | 74.97 | 490 | 75.63 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 139,310 | -30.76 | 6,932 | -30.71 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 32,545 | -23.33 | 1,619 | -23.27 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 88,489 | 17.84 | 4,403 | 17.92 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 361,100 | 17,968 | ||||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 3,700 | 0 | ||||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 62,256 | 0.08 | 3,098 | 0.13 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 147,721 | 1.46 | 7,351 | 1.52 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 7,500 | 178.91 | 373 | 180.45 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 16,490 | 3.83 | 821 | 3.93 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 190,959 | -10.52 | 9,502 | -10.47 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 12,415 | 12.27 | 618 | 12.39 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 83,354 | 4.71 | 4,143 | 5.21 | ||||
| 2025-08-14 | 13F | Temasek Holdings (Private) Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 45,598 | -4.46 | 2,269 | -4.42 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4,760,269 | -0.81 | 236,871 | -0.75 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 14,080 | -27.50 | 701 | -27.46 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,234,194 | 4.56 | 61,416 | 4.62 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 279,248 | 6.00 | 13,895 | 6.06 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 320,908 | -1.64 | 15,968 | -1.58 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22,866 | -26.48 | 1,138 | -26.46 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 15,982 | -11.18 | 795 | -11.07 | ||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 34,503 | -7.88 | 1,717 | -7.84 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 38,071 | -27.25 | 1,894 | -27.21 | ||||
| 2025-08-08 | 13F | Hedeker Wealth, LLC | 79,199 | 13.59 | 3,941 | 13.64 | ||||
| 2025-06-26 | NP | PADAX - PGIM Absolute Return Bond Fund Class A | 2,350,000 | 0.00 | 116,678 | -0.22 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 24,037 | 4.57 | 1,196 | 4.64 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 12,913 | 643 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 194,547 | 986.13 | 9,681 | 987.64 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 172,135 | -44.80 | 8,565 | -44.77 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 9,377,403 | -1.24 | 466,620 | -1.18 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 9,437 | 0.65 | 470 | 0.64 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 5,774 | -20.03 | 287 | -20.06 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 153,228 | 293.39 | 7,626 | 293.70 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 53,758 | 1.95 | 2,675 | 2.02 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 18,766 | 19.60 | 934 | 19.62 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 12,093 | -14.14 | 602 | -14.00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 49,864 | -3.27 | 2,481 | -3.20 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 9,236 | -0.22 | 460 | -0.22 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1,043 | 1,903.85 | ||||||
| 2025-07-11 | 13F | Congress Park Capital LLC | 183,509 | 9,131 | ||||||
| 2025-04-25 | 13F | Saxon Interests, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 27,522 | 155.61 | 1,369 | 155.89 | ||||
| 2025-05-13 | 13F | Nations Financial Group Inc, /ia/ /adv | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 77,276 | 9.60 | 3,845 | 9.67 | ||||
| 2025-08-14 | 13F | New England Asset Management Inc | 100 | 0.00 | 5 | 0.00 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 184 | 0.00 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 215 | -72.99 | 11 | -74.36 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 50,388 | -5.88 | 2,507 | -5.82 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 17,319 | 328.48 | 862 | 328.36 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Prudential Financial Inc | 24,947,177 | 13.67 | 1,241,407 | 13.74 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 89,647 | 2.27 | 4,461 | 2.32 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 26,344 | -13.08 | 1,311 | -13.07 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8,682 | 0.12 | 432 | 0.23 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 110 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 28,455 | 28.98 | 1,416 | 28.99 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 163 | 8 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 6,630 | 0 | ||||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 49,643 | 8.67 | 2,470 | 8.76 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 211,299 | 9.79 | 11 | 11.11 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 157,021 | -59.43 | 7,813 | -59.41 | ||||
| 2025-08-14 | 13F | Betterment LLC | 32,714 | 5.24 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 11,701 | 60.02 | 582 | 60.33 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 12,748 | 3.22 | 634 | 3.26 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 98,497 | 8.04 | 4,898 | 8.43 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 11,167 | 17.97 | 556 | 18.09 | ||||
| 2025-04-24 | 13F | Trust Co Of Vermont | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8,748 | 435 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 42,621 | -36.70 | 2 | -33.33 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,548,208 | 38.69 | 77,039 | 38.80 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 260,963 | 186.71 | 12,986 | 186.90 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 124,673 | -1.43 | 6,200 | -1.45 | ||||
| 2025-04-10 | 13F | Secure Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 251,333 | 3.63 | 12,506 | 3.69 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 5,370 | -6.46 | 267 | -6.32 | ||||
| 2025-08-07 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 8,936 | 443 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 620 | 31 | ||||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 204,320 | 9.40 | 10,130 | 9.76 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 14,200 | 707 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1,506,101 | 5.48 | 74,944 | 5.54 | ||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 25,609 | 1,272 | ||||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 5,182 | 0.00 | 258 | 0.00 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 118,118 | 3.90 | 5,878 | 3.96 | ||||
| 2025-08-29 | NP | SHIEX - Catalyst/Exceed Defined Shield Fund Class A | 119,165 | 0.00 | 5,930 | 0.05 | ||||
| 2025-05-13 | 13F | Centerpoint Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 432,494 | -4.66 | 22 | -4.55 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 43,807 | 43.08 | 2,180 | 43.17 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 1,234 | -39.33 | 61 | -39.60 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4,112,553 | -5.78 | 204,641 | -5.73 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 37,673 | 35.69 | 1,875 | 35.80 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 350,138 | 5.72 | 17,423 | 5.78 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 16,312 | -6.62 | 812 | -6.57 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 35,152 | -0.17 | 1,749 | -0.11 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 5,999 | 0.25 | 299 | 0.34 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 30,199 | -44.92 | 1,503 | -44.90 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,732 | 109.83 | 136 | 110.94 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 29,581 | 12.81 | 1,472 | 12.89 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3,550 | 1.31 | 177 | 1.15 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 17,407 | -58.91 | 866 | -58.88 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 43 | 0.00 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 18,606 | 177.41 | 926 | 177.78 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 36,082 | 1.92 | 1,795 | 1.99 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 26,325 | 5.03 | 1,310 | 5.06 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 5,455 | -28.51 | 271 | -28.50 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 25,000 | 1,244 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 240,816 | 4.39 | 11,983 | 4.46 | ||||
| 2025-07-16 | 13F | Ironwood Wealth Management, Inc. | 393,762 | 0.16 | 19,535 | 0.61 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 62,978 | 47.67 | 3,134 | 47.78 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 148,443 | 38.58 | 7,387 | 38.65 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3,510,704 | -14.72 | 174,693 | -14.67 | ||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 145,276 | 9.29 | 7 | 16.67 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 144,370 | 88.22 | 7,184 | 88.33 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 15 | 1 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 16,949 | -5.85 | 843 | -5.81 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 31,902 | 39.57 | 1,587 | 39.70 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 95,452 | -4.47 | 4,750 | -4.41 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 31,299 | 25.58 | 1,557 | 25.67 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 15,115,195 | 9.71 | 752,132 | 9.77 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 124,859 | 54.75 | 6,213 | 54.84 | ||||
| 2025-08-06 | 13F | Excalibur Management Corp | 15,433 | 9.35 | 768 | 9.42 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 4,729 | -98.24 | 235 | -98.24 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 150,280 | 18.17 | 7,478 | 18.23 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 10,497 | 522 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9,088 | -8.78 | 452 | -8.69 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 165,231 | 16.10 | 8,222 | 16.17 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 36,421 | 13.45 | 1,812 | 13.53 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 17,271 | -87.43 | 859 | -87.38 | ||||
| 2025-07-17 | 13F | City Holding Co | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 53,305 | -23.95 | 2,652 | -23.90 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 45,885 | 0.80 | 2,283 | 0.88 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 106,177 | -37.88 | 5,283 | -37.84 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 575,987 | 1.11 | 28,661 | 1.17 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 21,279 | 1 | ||||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 301,656 | 3,116.29 | 15,039 | 3,134.19 | ||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 101,080 | -15.66 | 5,030 | -15.62 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 161,291 | 127.83 | 8,026 | 127.98 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 20,128 | 4.33 | 1,002 | 4.38 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 128,603 | 1,652.08 | 6,395 | 1,652.05 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 19,968 | 219.08 | 993 | 220.32 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1,079 | 0.00 | 54 | 0.00 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 11,647 | 5.38 | 575 | 5.50 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1,066,105 | 1.18 | 53,049 | 1.24 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 255,248 | 12,701 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 114,593 | 31.31 | 5,702 | 31.38 | ||||
| 2025-07-17 | 13F | KWB Wealth | 7,348 | 40.93 | 365 | 41.47 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 57,338 | -5.24 | 2,853 | -5.03 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 5,878 | 2.76 | 292 | 2.82 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 160,996 | 18.08 | 7,985 | 17.77 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 4,045 | 201 | ||||||
| 2025-08-08 | 13F | Advisory Resource Group | 128,540 | -21.25 | 6,396 | -21.19 | ||||
| 2025-05-01 | 13F | Oxbow Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 100 | 0.00 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 175,622 | 3.68 | 8,739 | 3.74 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 3,617,785 | 1.40 | 180,021 | 1.46 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 32,385 | -5.13 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 15,816 | -10.50 | 1 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 270,838 | 10.49 | 13,477 | 10.55 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 119,012 | 48.99 | 5,922 | 49.09 | ||||
| 2025-07-10 | 13F | Vista Investment Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Syon Capital Llc | 32,746 | -47.13 | 1,629 | -47.11 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 12,677 | -8.19 | 631 | -8.16 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 858,521 | 263.46 | 42,720 | 263.70 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 17,488 | 0.00 | 870 | 0.12 | ||||
| 2025-08-08 | 13F | Cooper Capital Advisors LLC | 13,878 | 0.26 | 691 | 0.29 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 49,460 | 9.07 | 2,461 | 9.14 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 50,745 | 2,525 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 429 | 21 | ||||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 100 | 0.00 | 5 | 0.00 | ||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 44,885 | 6.14 | 2,233 | 6.23 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 60,386 | -11.50 | 3,005 | -11.46 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 5,744 | 0.00 | 286 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 22,330 | -26.22 | 1,111 | -26.18 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13,215 | -53.35 | 658 | -53.34 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 48,015 | 2,389 | ||||||
| 2025-07-08 | 13F | Little House Capital Llc | 128,772 | 5.38 | 6,408 | 5.45 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 14,068 | 0.00 | 700 | 0.14 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 37,500 | 0.00 | 1,862 | -0.16 | ||||
| 2025-07-16 | 13F | Novem Group | 5,905 | -5.50 | 294 | -5.48 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 42,249 | -41.01 | 2,102 | -40.97 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 7,313 | 1.12 | 364 | 1.11 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 272,995 | -22.37 | 13,584 | -22.32 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 1,255,960 | 62,497 | ||||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 122,003 | 9.06 | 6,071 | 9.11 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 681,205 | 0.02 | 33,897 | 0.08 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 446 | 22 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 54,087 | 34.76 | 2,691 | 34.89 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 20,059 | 7.55 | 1 | |||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 6,542 | 326 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 4,606 | 229 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 9,833 | 21.38 | 489 | 21.64 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 28,736 | 1,430 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 82,021 | 92.57 | 4,081 | 92.68 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 11,841 | -22.26 | 589 | -22.19 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 29,225 | -49.20 | 1,454 | -49.16 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 32,357 | -14.27 | 1,610 | -14.22 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 45,880 | 46.62 | 2,283 | 46.66 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 17,138 | -4.03 | 853 | -4.05 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 888 | 44 | ||||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 5,085 | -66.47 | 253 | -66.45 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 67,999 | -12.13 | 3,384 | -12.08 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,110,491 | 49.01 | 55,196 | 48.94 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 53,045 | 3 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 94,684 | 12.51 | 4,711 | 12.57 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 85,016 | 7.25 | 4,230 | 7.31 | ||||
| 2025-08-14 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 525,195 | 28.21 | 26,134 | 28.29 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 18,340 | 0.69 | 913 | 0.77 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 36 | 2 | ||||||
| 2025-04-15 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Norden Group Llc | 69,132 | -42.01 | 3,440 | -41.97 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 24,731 | 222.06 | 1,231 | 222.83 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 45,929 | 1.19 | 2,285 | 1.24 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 47,838 | -37.58 | 2,380 | -37.55 | ||||
| 2025-03-24 | 13F | Fulcrum Equity Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 4,970 | 0.57 | 247 | 0.82 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 28,917 | -55.34 | 1,439 | -55.34 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 46,352 | 2,306 | ||||||
| 2025-07-23 | 13F | Friedenthal Financial | 18,123 | 902 | ||||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 25,490 | -9.88 | 1,268 | -9.82 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 237 | 0.00 | 12 | 0.00 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 169,559 | 28.18 | 8 | 33.33 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 11,337 | 564 | ||||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 68,765 | -2.58 | 3,422 | -2.54 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 4,595 | -7.95 | 229 | -8.06 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2,053,712 | 1.22 | 102 | 2.00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 41 | 0.00 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 161,819 | 4.85 | 8,052 | 5.30 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 6,547 | 1.21 | 326 | 1.25 | ||||
| 2025-05-15 | 13F | Intrepid Family Office Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4,867 | 242 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 863,066 | 9.02 | 42,946 | 9.09 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 9,271 | 109.66 | 461 | 110.50 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 49,650 | 3.27 | 2,471 | 3.30 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 936,430 | 269.23 | 46,597 | 269.46 | ||||
| 2025-04-30 | 13F | TradeWell Securities, LLC. | 22,082 | 17.65 | 1,098 | 18.06 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 5,100 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 157,638 | 0.10 | 7,844 | 0.17 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 415,067 | 4.16 | 20,654 | 4.22 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 210,489 | 12.25 | 10,474 | 12.31 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 519,424 | 34.98 | 25,847 | 35.06 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 6,231 | 310 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,300,069 | 6.88 | 64,691 | 6.94 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 4,035 | 201 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 6,799 | 10.09 | 338 | 10.10 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1,260 | -23.36 | 63 | -23.46 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 39,362 | 809.05 | 1,959 | 810.70 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 55,224 | 6.06 | 2,748 | 137,250.00 | ||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 192,084 | 497.46 | 9,558 | 498.12 | ||||
| 2025-07-09 | 13F | Client First Investment Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 243,625 | 21,084.78 | 12,123 | 21,166.67 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 273,676 | 13,618 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 539 | -39.57 | 27 | -40.91 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 4,640 | -38.26 | 231 | -38.34 | ||||
| 2025-08-08 | 13F | Creative Planning | 4,066 | -45.55 | 202 | -45.55 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 10,923,947 | 17.76 | 543,576 | 17.83 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 0 | -100.00 | 0 | |||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 10,943 | -24.65 | 544 | -24.69 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 5,880 | -21.54 | 292 | -21.29 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 7,975 | 0 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 33,542 | 9.29 | 1,669 | 9.31 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 7,504 | 0.66 | 373 | 0.81 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 17,065 | -8.38 | 849 | -8.32 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 197,513 | 26.85 | 9,828 | 26.93 | ||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 303,130 | 16.24 | 15,084 | 16.31 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 650 | 0.00 | 32 | 0.00 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 18,498 | 106.82 | 920 | 107.21 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 35,321 | -3.56 | 1,758 | -3.51 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,254,567 | 17.71 | 62,427 | 17.78 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 19 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Leisure Capital Management | 119,843 | 5.97 | 5,963 | 6.03 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 542,812 | -43.60 | 27,010 | -43.56 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 11,647 | 0.17 | 580 | 0.35 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 4,410 | 219 | ||||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 412,988 | 11.67 | 20,550 | 11.74 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 509 | 0.00 | 25 | 0.00 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 447,950 | 144.26 | 22,290 | 144.42 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3,400 | 0.00 | 169 | 0.00 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 92,538 | 0.59 | 4,605 | 0.66 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 492 | 0.00 | 24 | 0.00 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 119,032 | 1.37 | 5,923 | 1.44 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 198,181 | 2.64 | 9,861 | 2.71 |
