2025-08-15 |
13F |
Equitable Holdings, Inc.
|
|
|
|
494 |
23.50 |
599 |
21.50 |
|
2025-08-06 |
13F |
Wedbush Securities Inc
|
|
|
|
408 |
3.29 |
0 |
|
|
2025-08-14 |
13F |
Millennium Management Llc
|
|
|
|
164,000 |
|
197 |
|
|
2025-08-11 |
13F |
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
3,886 |
|
4,714 |
|
|
2025-08-14 |
13F |
Jane Street Group, Llc
|
|
|
|
776 |
|
941 |
|
|
2025-07-17 |
13F |
Income Research & Management
|
|
|
|
355 |
|
431 |
|
|
2025-08-13 |
13F |
Alerus Financial Na
|
|
|
|
30 |
|
36 |
|
|
2025-07-29 |
NP |
ACVT - Advent Convertible Bond ETF
|
|
|
|
875 |
|
1,016 |
|
|
2025-07-31 |
13F |
Rational Advisors Llc
|
|
|
|
8,048 |
5.23 |
9,762 |
3.40 |
|
2025-07-10 |
13F |
Wealth Enhancement Advisory Services, Llc
|
|
|
|
513 |
4.48 |
621 |
2.31 |
|
2025-08-04 |
13F |
AlphaStar Capital Management, LLC
|
|
|
|
812 |
|
985 |
|
|
2025-07-16 |
13F |
Asset Allocation & Management Company, LLC
|
|
|
|
519 |
|
1 |
|
|
2025-07-28 |
13F |
Hudson Capital Management LLC
|
|
|
|
4,606 |
0.30 |
5,587 |
-1.45 |
|
2025-08-11 |
13F |
Nomura Asset Management Co Ltd
|
|
|
|
0 |
|
0 |
|
|
2025-07-30 |
13F |
Principle Wealth Partners Llc
|
|
|
|
647 |
4.02 |
785 |
2.22 |
|
2025-08-13 |
13F |
Mount Yale Investment Advisors, LLC
|
|
|
|
8 |
|
10 |
|
|
2025-08-05 |
13F |
Pacific Wealth Strategies Group, Inc.
|
|
|
|
422 |
3.69 |
515 |
2.39 |
|
2025-08-12 |
13F |
Warberg Asset Management LLC
|
|
|
|
300 |
|
364 |
|
|
2025-08-08 |
13F |
Creative Planning
|
|
|
|
301 |
66.30 |
365 |
63.68 |
|
2025-08-12 |
13F |
Laurel Wealth Advisors LLC
|
|
|
|
54,585 |
121,200.00 |
0 |
-100.00 |
|
2025-08-14 |
13F |
Voya Investment Management Llc
|
|
|
|
295,235 |
0.58 |
358,120 |
-1.18 |
|
2025-08-14 |
13F |
Two Sigma Securities, Llc
|
|
|
|
505 |
|
613 |
|
|
2025-08-01 |
13F |
Private Wealth Partners, LLC
|
|
|
|
2,000 |
2.99 |
2,426 |
1.21 |
|
2025-08-13 |
13F |
Invesco Ltd.
|
|
|
|
19,300 |
8.43 |
23,411 |
6.53 |
|
2025-07-29 |
13F |
Stratos Wealth Advisors, LLC
|
|
|
|
201 |
2.55 |
245 |
1.24 |
|
2025-07-31 |
13F |
180 Wealth Advisors, Llc
|
|
|
|
938 |
18.43 |
1,138 |
16.38 |
|
2025-08-11 |
13F |
Resurgent Financial Advisors LLC
|
|
|
|
531 |
0.19 |
644 |
-1.53 |
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-08-12 |
13F |
Deutsche Bank Ag\
|
|
|
|
14 |
|
17 |
|
|
2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
|
|
5,571 |
-8.27 |
|
2025-08-14 |
13F |
Css Llc/il
|
|
|
|
18,894 |
5,076.44 |
22,862 |
4,991.76 |
|
2025-08-13 |
13F |
Baird Financial Group, Inc.
|
|
|
|
871 |
2.11 |
1,057 |
0.28 |
|
2025-03-12 |
13F/A |
Private Capital Management Llc
|
|
|
|
10 |
|
12 |
|
|
2025-08-29 |
13F |
Centaurus Financial, Inc.
|
|
|
|
362 |
32.12 |
0 |
|
|
2025-08-11 |
13F |
Tamar Securities, LLC
|
|
|
|
881 |
0.34 |
1,069 |
-1.29 |
|
2025-06-25 |
NP |
FPEI - First Trust Institutional Preferred Securities and Income ETF
|
|
|
|
11,501 |
0.69 |
13,457 |
-3.74 |
|
2025-08-14 |
13F |
BancorpSouth Bank
|
|
|
|
888 |
51.02 |
1,077 |
48.55 |
|
2025-06-23 |
NP |
Global Opportunities Portfolio - Global Opportunities Portfolio
|
|
|
|
3,000 |
39.53 |
3,510 |
33.41 |
|
2025-07-15 |
13F |
Xcel Wealth Management, LLC
|
|
|
|
5,225 |
143.25 |
6,337 |
139.04 |
|
2025-07-07 |
13F |
RB Capital Management, LLC
|
|
|
|
6,801 |
1.90 |
8,249 |
0.13 |
|
2025-08-26 |
13F/A |
Thrivent Financial For Lutherans
|
|
|
|
|
|
29 |
-3.33 |
|
2025-08-14 |
13F |
Family Management Corp
|
|
|
|
6 |
|
7 |
|
|
2025-08-14 |
13F |
Kovitz Investment Group Partners, LLC
|
|
|
|
180 |
|
218 |
|
|
2025-08-13 |
13F |
Virtus ETF Advisers LLC
|
|
|
|
22 |
|
27 |
|
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
6,741 |
0.61 |
8,177 |
-1.14 |
|
2025-08-06 |
13F |
Kcm Investment Advisors Llc
|
|
|
|
2,429 |
2.84 |
2,946 |
1.03 |
|
2025-08-13 |
13F |
Seven Springs Wealth Group, LLC
|
|
|
|
2,808 |
13.32 |
3,406 |
11.34 |
|
2025-08-06 |
13F |
Prospera Financial Services Inc
|
|
|
|
206 |
15.08 |
250 |
13.18 |
|
2025-08-08 |
13F |
Advisors Capital Management, LLC
|
|
|
|
22,277 |
44.03 |
27,023 |
41.51 |
|
2025-08-27 |
NP |
PBXIX - Rational/Pier 88 Convertible Securities Fund -Institutional Shares
|
|
|
|
8,048 |
5.23 |
9,762 |
3.40 |
|
2025-08-08 |
13F |
Kaizen Financial Strategies
|
|
|
|
311 |
8.74 |
377 |
6.52 |
|
2025-08-04 |
13F |
IFG Advisory, LLC
|
|
|
|
240 |
1.69 |
291 |
-0.34 |
|
2025-06-24 |
NP |
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares
|
|
|
|
7,820 |
29.15 |
9,150 |
23.47 |
|
2025-08-08 |
13F |
Cetera Investment Advisers
|
|
|
|
533 |
15.87 |
646 |
14.13 |
|
2025-08-28 |
NP |
CNSAX - Invesco Convertible Securities Fund Class A
|
|
|
|
19,300 |
8.43 |
23,411 |
6.53 |
|
2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
22,913 |
1.20 |
27,793 |
-0.57 |
|
2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
8,290 |
8.35 |
10,056 |
6.46 |
|
2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
37,184 |
2.22 |
45,104 |
0.43 |
|
2025-07-24 |
13F |
Coordinated Financial Services, Inc.
|
|
|
|
1,035 |
6.37 |
1,256 |
5.82 |
|
2025-06-26 |
NP |
JHPI - John Hancock Preferred Income ETF
|
|
|
|
476 |
23.32 |
557 |
17.80 |
|
2025-08-13 |
13F |
Camden Asset Management L P /ca
|
|
|
|
119,488 |
57.20 |
145,034 |
54.27 |
|
2025-07-09 |
13F |
Epiq Partners, Llc
|
|
|
|
5,101 |
7.32 |
6,188 |
5.45 |
|
2025-08-25 |
NP |
IOBAX - ICON FLEXIBLE BOND FUND Investor Class
|
|
|
|
1,617 |
1.57 |
1,961 |
-0.20 |
|
2025-08-12 |
13F |
American Century Companies Inc
|
|
|
|
44,187 |
0.83 |
53,744 |
-1.05 |
|
2025-07-23 |
NP |
VYGNX - Voya Global Multi-Asset Fund Class R6
|
|
|
|
1,050 |
|
1,219 |
|
|
2025-08-11 |
13F |
Private Advisor Group, LLC
|
|
|
|
555 |
19.10 |
673 |
17.04 |
|
2025-08-13 |
13F |
Jones Financial Companies Lllp
|
|
|
|
224 |
49.33 |
269 |
46.99 |
|
2025-08-14 |
13F |
Macquarie Group Ltd
|
|
|
|
|
|
2,453 |
-1.84 |
|
2025-08-07 |
13F |
Pier 88 Investment Partners Llc
|
|
|
|
21,533 |
1.89 |
26,120 |
0.11 |
|
2025-08-15 |
13F |
Kestra Advisory Services, LLC
|
|
|
|
3,674 |
3.12 |
4,457 |
1.32 |
|
2025-06-27 |
NP |
SPFF - Global X SuperIncome Preferred ETF
|
|
|
|
7,040 |
58.74 |
8,237 |
51.75 |
|
2025-08-14 |
13F |
Diversify Advisory Services, LLC
|
|
|
|
1,058 |
|
1,303 |
|
|
2025-07-22 |
13F |
Berkshire Money Management, Inc.
|
|
|
|
40 |
|
49 |
|
|
2025-07-25 |
NP |
PACIX - Columbia Convertible Securities Fund Class A
|
|
|
|
21,648 |
47.79 |
25,140 |
38.58 |
|
2025-05-16 |
13F |
Coordinated Financial Services, Inc./CO
|
|
|
|
1,036 |
20.89 |
1,279 |
24.78 |
|
2025-08-13 |
13F |
Rosenblum Silverman Sutton S F Inc /ca
|
|
|
|
196 |
|
238 |
|
|
2025-07-09 |
13F |
Bowman & Co S.C.
|
|
|
|
259 |
0.78 |
315 |
-1.26 |
|
2025-08-15 |
13F |
Captrust Financial Advisors
|
|
|
|
13,073 |
5.22 |
15,857 |
3.38 |
|
2025-08-13 |
13F |
Icon Advisers Inc/co
|
|
|
|
1,999 |
11.12 |
2,425 |
9.19 |
|
2025-08-14 |
13F |
Lord, Abbett & Co. Llc
|
|
|
|
|
|
21 |
0.00 |
|
2025-08-01 |
13F |
Envestnet Asset Management Inc
|
|
|
|
3,826 |
8.42 |
4,641 |
6.52 |
|
2025-07-17 |
13F |
Catalytic Wealth RIA, LLC
|
|
|
|
272 |
|
330 |
|
|
2025-08-04 |
13F |
MeadowBrook Investment Advisors LLC
|
|
|
|
801 |
1.52 |
972 |
-0.31 |
|
2025-07-22 |
13F |
Miracle Mile Advisors, LLC
|
|
|
|
169 |
|
205 |
|
|
2025-08-14 |
13F |
RMB Capital Management, LLC
|
|
|
|
1,403 |
6.45 |
1,702 |
4.55 |
|
2025-06-25 |
NP |
First Trust Intermediate Duration Preferred & Income Fund
|
|
|
|
10,238 |
1.41 |
11,979 |
-3.06 |
|
2025-08-13 |
13F |
StoneX Group Inc.
|
|
|
|
870 |
0.23 |
1,055 |
-1.49 |
|
2025-08-14 |
13F |
Ameriprise Financial Inc
|
|
|
|
43,293 |
7.42 |
52,548 |
5.42 |
|
2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
501 |
3,240.00 |
1 |
|
|
2025-08-05 |
13F |
Bank Of Montreal /can/
|
|
|
|
431 |
20.06 |
523 |
17.83 |
|
2025-07-15 |
13F |
Td Private Client Wealth Llc
|
|
|
|
2 |
100.00 |
2 |
100.00 |
|
2025-08-13 |
13F |
JT Stratford LLC
|
|
|
|
1,280 |
0.95 |
1,553 |
-0.83 |
|
2025-07-29 |
13F |
Novare Capital Management Llc
|
|
|
|
|
|
636 |
-2.76 |
|
2025-08-14 |
13F |
CoreCap Advisors, LLC
|
|
|
|
75 |
2.74 |
91 |
0.00 |
|
2025-08-14 |
13F |
Wellington Management Group Llp
|
|
|
|
12,343 |
455.49 |
14,838 |
441.50 |
|
2025-08-13 |
13F |
Peloton Wealth Strategists
|
|
|
|
3,373 |
0.90 |
4 |
0.00 |
|
2025-07-30 |
NP |
PFFD - Global X U.S. Preferred ETF
|
|
|
|
53,880 |
0.58 |
62,555 |
-5.75 |
|
2025-08-13 |
13F |
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
300 |
9.09 |
364 |
7.08 |
|
2025-08-13 |
13F |
Hsbc Holdings Plc
|
|
|
|
3,597 |
|
4,363 |
|
|