Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF meliputi Flagship Harbor Advisors, Llc, Bnp Paribas Arbitrage, Sa, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, EP Wealth Advisors, Inc., Maltin Wealth Management, Inc., Symphony Financial, Ltd. Co., Liberty Wealth Management Llc, LaSalle St. Investment Advisors, LLC, PKS Advisory Services, LLC, Cambridge Advisors Inc., Trust Co Of Toledo Na /oh/, Calton & Associates, Inc., Richmond Investment Services, LLC, Manufacturers Life Insurance Company, The, Evolution Wealth Management Inc., Curran Financial Partners, LLC, Betterment LLC, Moors & Cabot, Inc., Visionary Wealth Advisors, dan Kovack Advisors, Inc. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 43,671 | 3,555 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 15,530 | 41.17 | 1,264 | 68.53 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,382,662 | 0.83 | 275,349 | 20.32 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 19,331 | 1,615 | ||||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 99,372 | 1.65 | 8,170 | 22.53 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6,973 | 27.22 | 568 | 34.36 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 45,020 | 4.63 | 3,665 | 24.88 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 136,895 | 4.82 | 11,143 | 25.09 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 3,045 | 248 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 19,252 | 29.37 | 1,567 | 54.38 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 7,587 | 3.04 | 1 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 429,556 | 5.60 | 35 | 25.93 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 48,482 | 8.09 | 3,946 | 29.00 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 6,920 | 563 | ||||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 14,048 | 6.12 | 1,144 | 26.72 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 99,714 | 21.01 | 8,117 | 44.41 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 18,178 | 1,480 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 10,473 | 103.75 | 853 | 143.43 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 10,526 | 2.59 | 857 | 22.46 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 282,382 | 18.18 | 22,986 | 41.04 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 22,004 | 76.81 | 1,791 | 111.20 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 56,648 | 14.96 | 4,611 | 37.19 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 77,800 | 4.48 | 6 | 20.00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 30,614 | 44.47 | 2,492 | 72.39 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 47,142 | 146.74 | 3,837 | 194.47 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 3,399 | 10.93 | 277 | 32.69 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 39,629 | 16.41 | 3,226 | 38.89 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 52,173 | 3.83 | 4,247 | 23.90 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3,202 | 261 | ||||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 5,621 | 16.18 | 458 | 38.48 | ||||
| 2025-08-14 | 13F | Comerica Bank | 33,608 | 21.41 | 2,736 | 44.86 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 6,964 | 567 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 528,956 | 5.18 | 43,039 | 25.45 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 25,968 | 53.14 | 2 | 100.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 87,086 | 2.93 | 7 | 40.00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 790 | 9.72 | 64 | 30.61 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3,870 | 0.03 | 315 | 19.77 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4,892 | 25.95 | 399 | 51.14 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 194 | 15.48 | 16 | 36.36 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 116,360 | 1.09 | 9,472 | 20.63 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 64,315 | 2.60 | 5,235 | 22.46 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 5,774 | 470 | ||||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 3,941 | 6.08 | 321 | 26.48 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 35,884 | 9.11 | 2,921 | 30.18 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 21,061 | 0.45 | 2 | 0.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 64,017 | 135.94 | 5,211 | 181.62 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,941 | 53.90 | 239 | 83.85 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 8,163 | 3.04 | 694 | 23.53 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 310,079 | 33.56 | 25,242 | 59.39 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,112 | 102 | ||||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 4,143 | 16.05 | 337 | 38.68 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 100 | 8 | ||||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 43,289 | 4.83 | 3,524 | 25.11 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1,271 | 0.08 | 103 | 19.77 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 41,112 | 7.07 | 3,346 | 27.76 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 59,224 | 9.89 | 4,821 | 31.12 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 31,856 | 4.43 | 2,821 | 32.89 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 24,043 | 8.92 | 1,957 | 30.03 | ||||
| 2025-08-14 | 13F | FIL Ltd | 59,190 | 4,828 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9,140 | 79.22 | 744 | 114.12 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 54,613 | 46.49 | 4,761 | 87.29 | ||||
| 2025-08-14 | 13F | Betterment LLC | 3,201 | 0 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 24,130 | 1,964 | ||||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 22,694 | 13.68 | 1,927 | 54.20 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2,373 | 193 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 28,413 | 50.43 | 2,313 | 79.50 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 5,433 | 45.38 | 442 | 48.82 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 249,049 | 3.08 | 20,273 | 23.01 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 2,767 | 225 | ||||||
| 2025-08-08 | 13F | Condor Capital Management | 4,294 | 1.92 | 350 | 21.60 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 6,841 | 3.23 | 557 | 23.28 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 11,126 | 0.01 | 906 | 19.39 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 19,549 | 23.07 | 1,591 | 46.91 | ||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 13,735 | 2.61 | 1,118 | 22.34 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 30,589 | 4.17 | 2,490 | 24.33 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 78,176 | 40.79 | 6,364 | 68.02 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 4,270 | 348 | ||||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 14,381 | 7.91 | 1,171 | 28.71 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 3,651 | 297 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 50,014 | 5.34 | 4,071 | 25.73 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 10 | 1 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 120 | 0 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 18,289 | 81.87 | 1,489 | 117.23 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 30,928 | 450.42 | 3 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 551,559 | 12.67 | 44,897 | 34.45 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 48,115 | 22.10 | 3,917 | 45.74 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 16,941 | 8.07 | 1,379 | 29.00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 66,760 | 5,434 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 17,010 | 1.15 | 1,385 | 20.66 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 21,444 | 4,910.28 | 1,746 | 5,917.24 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 50,000 | 4,070 | ||||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 2,805 | 228 | ||||||
| 2025-07-15 | 13F | tru Independence LLC | 53,398 | 3.03 | 4,347 | 22.94 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 52,407 | 233.00 | 4,266 | 297.58 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 48 | 4 | ||||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 37,308 | 3.34 | 3,037 | 23.31 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 65,571 | 117.65 | 5,337 | 159.83 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2,883 | 861.00 | 235 | 1,070.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,225,220 | 1.44 | 343,933 | 21.06 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 50,841 | 11.53 | 4,138 | 33.10 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 883 | 72 | ||||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 55,966 | 22.85 | 4,556 | 46.60 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 22 | 2 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 37,025 | 17.91 | 3,012 | 40.16 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 7,561 | 5.00 | 615 | 25.25 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 73,419 | 1.05 | 5,976 | 20.61 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 393 | 0.26 | 32 | 19.23 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 5,374 | 14.83 | 437 | 36.99 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 12,493 | 144.96 | 1 | |||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 26,767 | 101.86 | 2,179 | 140.93 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 125 | 10 | ||||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 49,695 | 0.16 | 4,045 | 19.53 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 152,503 | 4.73 | 12,414 | 24.98 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 97,533 | 290.02 | 7,939 | 365.63 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 3,801 | 14.38 | 309 | 36.73 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 3,187 | 259 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6,065,807 | 3.78 | 493,757 | 23.84 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 898,235 | 10.43 | 73 | 32.73 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 242 | 198.77 | 20 | 280.00 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 5,376 | 14.85 | 438 | 36.99 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 51,530 | 33.35 | 4,195 | 59.17 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 71,631 | 4.60 | 5,831 | 24.81 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 315 | 0 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 19,606 | 7.27 | 1,596 | 28.01 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 509 | 41 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 28,752 | 645.84 | 2,340 | 793.13 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3,200 | 260 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 1,700 | 126.67 | 138 | 170.59 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 8,312 | 4.72 | 677 | 24.95 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 36,971 | 21.12 | 3,009 | 44.52 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 179,730 | 13.63 | 14,630 | 35.59 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 76,673 | 15.63 | 6,241 | 38.01 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 107,412 | 19.66 | 8,743 | 42.81 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 1,134 | 3.00 | 92 | 22.67 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 91,431 | 10.97 | 7,446 | 32.47 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 9,208 | 5.90 | 750 | 26.31 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 9,502 | 31.32 | 773 | 56.80 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 4,865 | 18.40 | 396 | 41.43 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 7,538 | 8.73 | 614 | 29.87 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 8,125 | 661 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,380,641 | 4.12 | 112,384 | 24.26 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 36,288 | 19.13 | 2,954 | 42.18 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3,582 | 5.04 | 292 | 25.43 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,231 | 10.30 | 100 | 31.58 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 6,000 | 488 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 3,810 | 22.51 | 310 | 46.23 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 175,579 | 7.92 | 14,292 | 28.79 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3,821 | 74.40 | 311 | 108.05 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 467 | 14.18 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 55,359 | 2.91 | 4,506 | 22.81 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 4,522 | 368 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 14,277 | 73.10 | 1,162 | 106.76 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 11,247 | 5.59 | 916 | 26.03 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,646,699 | 0.80 | 134,041 | 20.29 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 45,026 | 1.54 | 3,665 | 21.20 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 177,955 | 13.70 | 14,486 | 35.69 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 5,567 | 24.96 | 453 | 49.50 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 8,355 | 1 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 47,645 | 27.96 | 3,878 | 52.74 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 366 | 30 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 59 | 5 | ||||||
| 2025-04-30 | 13F | TradeWell Securities, LLC. | 35,824 | 277.97 | 2,444 | 234.66 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 4,528 | 16.85 | 369 | 39.39 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 19,383 | 2.73 | 1,578 | 22.63 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 51,599 | 31.16 | 4,200 | 56.54 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 8,746 | 1.24 | 712 | 20.71 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 16 | 1 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 289,793 | 2.84 | 23,589 | 22.67 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 29,485 | 8.45 | 2,400 | 29.45 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 217,458 | 27.79 | 17,701 | 52.50 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 5,076 | 5.31 | 413 | 25.91 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 866,573 | 8.04 | 70,539 | 28.93 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10,488 | 144.88 | 854 | 192.12 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 98,966 | 42.78 | 8,056 | 70.40 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 53,565 | 1,243.15 | 4,360 | 1,502.94 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 19,749 | 68.84 | 1,608 | 101.63 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 54,251 | 4.18 | 4,416 | 24.32 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 500 | 8.70 | 41 | 29.03 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 3,326 | 3.65 | 271 | 23.85 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 6,870 | 0.81 | 559 | 20.26 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 31,306 | 30.39 | 2,548 | 55.65 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 2,765 | 225 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 12,368 | 19.15 | 1,007 | 42.09 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 5,225 | 425 | ||||||
| 2025-08-12 | 13F | Viawealth, Llc | 25,170 | 4.72 | 2,049 | 24.95 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 5,178 | 4.86 | 422 | 25.30 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 6,267 | 8.09 | 510 | 29.11 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 55,507 | 0.53 | 4,680 | 24.27 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 13,429 | 7.38 | 1,093 | 28.14 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 23,508 | 1,914 | ||||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 26,652 | 2.92 | 2,169 | 22.82 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 13,839 | 14.10 | 1,127 | 20.56 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 13,498 | 10.77 | 1,099 | 17.06 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 6,677 | 3.86 | 544 | 23.97 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 2,700 | 220 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3,816 | 311 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 47,949 | 1.83 | 3,903 | 21.55 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 15,654 | 1,274 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 5,433 | 34.31 | 442 | 60.73 | ||||
| 2025-07-29 | 13F | Creekside Partners | 18,701 | 12.01 | 1,522 | 33.74 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 9,993 | 11.63 | 813 | 33.28 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 6,169 | 8.00 | 502 | 29.05 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 53,560 | 129.96 | 4,360 | 174.50 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 5,335 | 44.19 | 434 | 72.22 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 225,119 | 9.15 | 18 | 28.57 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 22,686 | 124.61 | 1,897 | 179.79 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 35,865 | 1.87 | 3 | 0.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,232 | 100 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5,034 | 2.57 | 410 | 22.09 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 14,401 | 54.57 | 1,172 | 84.57 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 56,503 | 12.19 | 4,599 | 33.89 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 2,511 | 204 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 65,159 | 13.07 | 5,304 | 34.94 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 50,497 | 8.34 | 4,110 | 29.29 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 653,750 | 53.82 | 53,215 | 83.58 |
