Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Pacer Funds Trust - Pacer US Cash Cows 100 ETF meliputi Winnow Wealth Llc, Drucker Wealth 3.0, LLC, Legacy Capital Wealth Management, Llc, Tripletail Wealth Management, LLC, WT Wealth Management, Quantbot Technologies LP, Wealth Management Partners, LLC, Harbor Asset Planning, Inc., Holistic Planning, LLC, TAGStone Capital, Inc., Lewis Asset Management, LLC, BlueStem Wealth Partners, LLC, Miracle Mile Advisors, LLC, First Trust Advisors Lp, VGI Partners Ltd, Wincap Financial Llc, Stark Wealth Management LLC, Keybank National Association/oh, Blue Rock Wealth Management LLC, dan Chancellor Financial Group WB LP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Evensky & Katz LLC | 780,658 | 1.29 | 43 | 2.38 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 332,647 | 0.60 | 18 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 236,869 | 250.44 | 13,051 | 252.63 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 242,610 | 51.42 | 13,368 | 52.37 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 902 | 50 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 87,561 | 0.66 | 4,825 | 1.28 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 25,651 | 37.18 | 1,413 | 34.83 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 482,920 | 19.35 | 26,609 | 20.09 | ||||
| 2025-07-18 | 13F | Vicus Capital | 19,459 | 7.97 | 1,072 | 8.72 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 244,212 | 0.91 | 13,087 | 7.69 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 5,915 | 326 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 161,039 | 6.81 | 8,873 | 7.49 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 54,861 | 676.19 | 3,023 | 680.88 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 12,685 | 0.01 | 699 | 0.58 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 114,231 | 8.35 | 6,294 | 9.02 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 527,287 | 104.59 | 29,053 | 105.86 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 142,799 | 1.07 | 7,924 | 8.79 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 283,443 | 10.35 | 15,618 | 11.03 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 3,837 | 211 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 1,676 | 0.30 | 92 | 1.10 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 16,938 | 7.95 | 933 | 8.61 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 209,534 | 3.94 | 11,545 | 4.59 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 495,264 | 0.01 | 27,289 | 0.63 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 35,726 | 2.75 | 1,968 | 3.42 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 10,948 | 603 | ||||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 149,619 | 3.92 | 8,244 | 4.58 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 4,660 | 5.67 | 257 | 6.22 | ||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 6,386 | 0.17 | 352 | 0.57 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 468,248 | 35.48 | 25,801 | 36.33 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 475 | 26 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 30,279 | 182.35 | 1,668 | 184.16 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 7,615 | 13.57 | 434 | 18.26 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 43,534 | 71.78 | 2,399 | 72.89 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 8,026 | 16.54 | 460 | 33.04 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 13,090 | 90.12 | 721 | 91.25 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 6,540 | 360 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1,592,233 | 0.25 | 87,732 | 0.87 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 163,121 | 5.05 | 8,988 | 5.70 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 105,890 | 5.89 | 5,835 | 6.54 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 9,011 | 15.01 | 497 | 15.62 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 44,406 | 304.21 | 2,447 | 306.99 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2,022 | 111 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2,578 | 24.00 | 142 | 20.34 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 3,676 | 210 | ||||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 4,347 | 240 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 13,512 | 7.55 | 745 | 8.30 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 73,481 | 1.92 | 4,024 | -3.87 | ||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, Llc | 120,661 | 6,815 | ||||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 4,174 | 6.81 | 230 | 7.51 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 | 0 | ||||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 4,100 | 225 | ||||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 113,561 | 0.75 | 6,488 | 14.23 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 18,348 | 2.90 | 1,011 | 0.30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | L & S Advisors Inc | 5,949 | 0.63 | 328 | 1.24 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 2,845 | 31.84 | 157 | 32.20 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 9,748 | 10.87 | 537 | 11.64 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 20,764 | 0.29 | 1,144 | 0.97 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 175,162 | 2.11 | 9,651 | 2.75 | ||||
| 2025-05-28 | NP | LGWAX - LADENBURG GROWTH FUND Class A Shares | 193,911 | 1.19 | 10,619 | -1.89 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 213,281 | 10.26 | 11,878 | 21.10 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 31,518 | 3.20 | 1,737 | 3.83 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 25,357 | 7.86 | 1,397 | 8.55 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 4,239 | 3.44 | 234 | 4.02 | ||||
| 2025-07-24 | 13F | Vivid Wealth Management, LLC | 16,077 | 5.45 | 886 | 6.12 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 76,910 | 9.21 | 4,238 | 9.88 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 60,046 | 17.04 | 3,309 | 17.76 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 32,406 | 0.86 | 1,786 | 1.48 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 41,744 | 3.25 | 2,300 | 4.21 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 44,187 | 3.19 | 2,435 | 3.84 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 165,165 | 9,101 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 5,348 | 295 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 66,315 | 11.34 | 3,654 | 5.55 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 24,571 | 7.70 | 1,354 | 8.33 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 13,734 | 68.89 | 757 | 69.89 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 640,270 | 28.01 | 35,279 | 28.80 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 46,800 | 6.17 | 2,579 | 6.84 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 17,948 | 2.20 | 989 | 2.81 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 5,322 | 9.37 | 293 | 10.15 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 6,150 | 339 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 221,377 | 4.74 | 12,198 | 5.39 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 55,924 | 1.99 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 143 | 8 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 58,922 | 19.58 | 3,247 | 20.31 | ||||
| 2025-07-10 | 13F | Vista Investment Partners Llc | 9,862 | 23.44 | 543 | 24.26 | ||||
| 2025-07-17 | 13F | Cairn Investment Group, Inc. | 7,720 | 46.21 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 8,170 | 4.70 | 450 | 5.63 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 123,415 | 4.16 | 6,800 | 4.81 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 398,731 | 1.02 | 21,987 | 2.66 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 18,373 | 1,033 | ||||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 9,103 | 1.51 | 502 | 2.04 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 47,385 | 12.92 | 2,611 | 13.63 | ||||
| 2025-07-17 | 13F | Spectrum Strategic Capital Management, LLC | 102,024 | 1.60 | 5,622 | 2.24 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 151,166 | 1,003.16 | 8,329 | 1,010.53 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1,312 | 0.23 | 72 | 1.41 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 1,378 | 89.29 | 76 | 92.31 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 312,028 | 35.00 | 17,193 | 31.70 | ||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 9,534 | 0.21 | 525 | 11.94 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 8,915 | 1.10 | 491 | -1.41 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 5,915 | 4.84 | 326 | 5.52 | ||||
| 2025-08-14 | 13F | Prudent Investors Network | 279,587 | 5.58 | 15,405 | 6.24 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 11,391 | 20.21 | 628 | 21.04 | ||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 184,611 | 10.63 | 10,172 | 11.32 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 13,759 | 0.17 | 758 | 0.80 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 9,382 | 0.81 | 517 | 1.38 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 7,951 | 12.48 | 439 | 13.44 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 965,357 | 7.02 | 53,191 | 7.69 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 15,136 | 22.85 | 834 | 23.96 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 103,401 | 2.92 | 5,697 | 3.56 | ||||
| 2025-07-16 | 13F | American National Bank | 356 | 20 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 7,042 | 52.52 | 402 | 74.35 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 33,645 | 10.32 | 1,854 | 10.96 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 55,010 | 0.50 | 3,031 | 1.13 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 50,658 | 25.68 | 2,791 | 26.46 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 7,101 | 0.30 | 391 | 1.03 | ||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 10,106 | 8.78 | 557 | 9.45 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 17,522 | 123.52 | 965 | 124.94 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 23,502 | 3.75 | 1,295 | 4.35 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 102,596 | 6.77 | 5,653 | 7.45 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 9,005 | 13.24 | 496 | 14.02 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 303,496 | 9.58 | 16,723 | 10.26 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2,377 | 5.46 | 131 | 5.69 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 152,929 | 2.07 | 8,426 | 2.71 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 133,247 | 5.57 | 7,342 | 6.22 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 120,515 | 1.36 | 6,640 | 2.00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 123,797 | 15.90 | 6,821 | 16.62 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 17,846 | 21.06 | 977 | 16.87 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 649,508 | 14.44 | 35,788 | 15.15 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 3,190 | 1.46 | 176 | 1.74 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 8,101 | 39.65 | 446 | 40.69 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 500 | 28 | ||||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 5,589 | 308 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 168,037 | 113.48 | 9,259 | 114.80 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 223,912 | 3.12 | 12,338 | 3.76 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 97,276 | 10.87 | 5,360 | 11.55 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 155,981 | 0.59 | 8,595 | 1.21 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 41,532 | 2.35 | 2,291 | 3.06 | ||||
| 2025-08-13 | 13F | Quantbot Technologies LP | 22,739 | 1,253 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 21,569,753 | 1.60 | 1,188,493 | 2.23 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 40,795 | 70.98 | 2,248 | 72.05 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 441,078 | 0.07 | 24,303 | 0.69 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 241,410 | 11.52 | 13,302 | 12.21 | ||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 267,790 | 0.32 | 14,755 | 0.95 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 354,456 | 88.03 | 19,531 | 89.21 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 529,833 | 4.36 | 29,194 | 5.01 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 6,829 | 4.76 | 376 | 5.62 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 60,748 | 51.90 | 3,347 | 52.90 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 527 | 1,217.50 | 29 | 1,350.00 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 4,681 | 4.63 | 258 | 4.90 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1,685 | 93 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 668,830 | 37 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 40,719 | 8.41 | 2,244 | 9.90 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 4,054 | 223 | ||||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 196,227 | 8.50 | 10,812 | 9.18 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 39,010 | 0.91 | 2,149 | 1.56 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 71,435 | 12.21 | 3,936 | 12.91 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 57,037 | 0.53 | 3,143 | 1.16 | ||||
| 2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 60,342 | 139.73 | 3,408 | 134.23 | ||||
| 2025-07-22 | 13F | Petros Family Wealth, LLC | 42,188 | 10.15 | 2,325 | 10.82 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 521,348 | 19.16 | 28,726 | 19.91 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 41,460 | 1.13 | 2,284 | 1.78 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 76,898 | 0.87 | 4,237 | 1.51 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 9,977 | 19.14 | 546 | 19.74 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 460 | 25 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 235,634 | 8.42 | 12,983 | 9.09 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 126,505 | 56.23 | 6,970 | 57.19 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 5,637 | 1.09 | 311 | 1.64 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 8,953 | 0.29 | 493 | 8.11 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 368,208 | 1.29 | 20,288 | 1.92 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 21,976 | 1,211 | ||||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 65,047 | 30.01 | 3,562 | 26.09 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 122,322 | 4.13 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 6,681 | 0.24 | 368 | 1.10 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 146,525 | 8 | ||||||
| 2025-08-01 | 13F | Wincap Financial Llc | 4,425 | 244 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1,702,103 | 0.11 | 93,786 | 0.73 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 56,392 | 2.52 | 3,107 | 3.15 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 20,223 | 1.76 | 1,114 | 2.39 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 27,270 | 28.35 | 2 | 0.00 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 61,171 | 18.51 | 3,371 | 19.25 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 17,881 | 14.18 | 985 | 14.94 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 15,132 | 834 | ||||||
| 2025-07-28 | 13F | Prairie Sky Financial Group LLC | 46,849 | 2.62 | 2,581 | 3.24 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 0 | 0 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 201,721 | 57.75 | 11,115 | 58.73 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 23,087 | 3.96 | 1,272 | 4.61 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 124,857 | 7,067 | ||||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 165,165 | 3.89 | 9,101 | 4.54 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 827,665 | 0.68 | 45,604 | 1.31 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 28,080 | 5.80 | 1,547 | 6.47 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1,841 | 101 | ||||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 144,868 | 10.52 | 8,039 | 11.98 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 587,606 | 4.68 | 32,377 | 5.34 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 8,463 | 3.36 | 466 | 4.02 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 81,287 | 5.13 | 4,479 | 5.76 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 175,876 | 10.32 | 9,691 | 11.01 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 11,997 | 2.22 | 1 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 302,611 | 8.06 | 16,674 | 8.73 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 9,200 | 507 | |||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 97,438 | 3.05 | 5,369 | 3.69 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 5,589 | 308 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 160,496 | 2.05 | 8,843 | 2.68 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 20,274 | 4.31 | 1,117 | 4.98 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 9,812 | 7.82 | 541 | 8.43 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 35,735 | 1,969 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 32,283 | 228.61 | 2 | |||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 15,435 | 2.89 | 850 | 3.53 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 231,085 | 3.54 | 12,733 | 4.18 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 175 | 10 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 76,939 | 17.12 | 4,239 | 17.85 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 159,926 | 11.83 | 8,812 | 12.53 | ||||
| 2025-07-24 | 13F | Bey-Douglas LLC | 9,373 | 10.82 | 516 | 11.45 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 76,006 | 0.89 | 4,188 | 1.50 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 54,947 | 70.19 | 3,028 | 71.31 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 17,437 | 10.56 | 961 | 11.24 | ||||
| 2025-07-25 | 13F | Defender Capital, LLC. | 19,500 | 11.43 | 1,074 | 12.23 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 7,396 | 64.54 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 263,515 | 12.17 | 14,520 | 12.87 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 4,856 | 268 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 12,375 | 6.22 | 682 | 6.91 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 69,713 | 1.15 | 3,841 | 1.78 | ||||
| 2025-08-05 | 13F | VGI Partners Ltd | 4,514 | 249 | ||||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 3,900 | 215 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 5,548 | 12.33 | 0 | |||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 2,539,074 | 47,952.12 | 4,988 | 1,625.61 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 15,725 | 866 | ||||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 23,761 | 0.30 | 1,309 | 0.93 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 28,553 | 9.87 | 1,573 | 10.54 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 11,457 | 3.34 | 631 | 3.95 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 732 | 40 | ||||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 25,739 | 0.91 | 1,418 | 1.58 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 384,139 | 5.49 | 21,166 | 6.15 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 22,363 | 136.97 | 1,232 | 131.58 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 11,634 | 5.68 | 641 | 6.48 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 30,272 | 202.30 | 1,668 | 204.20 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 91,852 | 0.94 | 5,030 | -2.14 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1,409 | 78 | ||||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 213,053 | 7.98 | 11,739 | 8.65 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 2,255 | 11.08 | 124 | 11.71 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 215,649 | 10.74 | 11,882 | 11.43 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 17,894 | 7.85 | 986 | 8.48 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 10,347 | 575 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5,635 | 83.73 | 311 | 84.52 | ||||
| 2025-07-30 | 13F | Pacific Wealth Management | 169,710 | 0.88 | 9,351 | 1.51 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 18,628 | 31.09 | 1 | |||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 65,240 | 0.68 | 3,595 | 1.30 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 193,583 | 3.82 | 10,666 | 4.47 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 392,627 | 1.98 | 22,223 | 15.67 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 3,948 | 3.43 | 218 | 3.83 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 2,086 | 1,290.67 | 115 | 1,325.00 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 9,748 | 537 | ||||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 7,316 | 1.98 | 403 | 2.81 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 39,566 | 3.92 | 2,180 | 4.61 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 14,004 | 0.48 | 772 | 1.05 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,294 | 298.15 | 73 | 329.41 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 7,815 | 0.30 | 431 | 0.94 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 7,703 | 424 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 300 | 17 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 105 | 60.00 | ||||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 20,674 | 1.21 | 1,139 | 1.88 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 49,050 | 62.12 | 2,703 | 63.16 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 382,954 | 2.58 | 21,101 | 3.21 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 4,266 | 235 | ||||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 458 | 25 | ||||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 30,571 | 6.22 | 1,684 | 6.85 | ||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 232,484 | 2.40 | 12,810 | 3.03 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 3,650 | 201 | ||||||
| 2025-05-06 | 13F | WT Wealth Management | 24,305 | 1,331 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 8,838 | 9.48 | 487 | 9.95 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 369,441 | 270.63 | 20,356 | 272.96 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 15,291 | 4.46 | 843 | 5.12 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 116,005 | 2.46 | 6,392 | 3.08 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 25,700 | 261.97 | 1,416 | 264.95 | |||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 29,107 | 6.58 | 1,604 | 7.22 | ||||
| 2025-08-11 | 13F | Tamar Securities, LLC | 157,493 | 3.13 | 8,678 | 3.77 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 67,210 | 15.64 | 4 | 0.00 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 15,647 | 8.31 | 862 | 8.98 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 69,103 | 6.32 | 3,808 | 7.00 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 151,447 | 26.20 | 8,293 | 22.37 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1,816 | 100 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Domestic ETF | 12,375 | 6.22 | 682 | 6.91 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 42,272 | 11.67 | 2,329 | 12.40 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1,752 | 0.29 | 97 | 1.05 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 9,345 | 1 | ||||||
| 2025-07-22 | 13F | Romano Brothers And Company | 14,651 | 1.92 | 807 | 2.54 | ||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 39,666 | 10.66 | 2,186 | 11.37 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 5,004 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 3,280 | 11.49 | 181 | 11.80 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 995,264 | 6.91 | 55,834 | 9.24 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 97,851 | 8.06 | 5,392 | 8.73 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 9,974 | 0.48 | 550 | 1.10 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 494,467 | 15.04 | 27,245 | 15.75 | ||||
| 2025-07-24 | 13F | Eastern Bank | 189 | 10 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 162,687 | 103.31 | 8,964 | 104.61 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 714 | 66.43 | 39 | 69.57 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 49,129 | 0.26 | 2,707 | 0.86 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 19,478 | 0.48 | 1,073 | 1.13 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 221,707 | 1.82 | 12,338 | 3.47 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 48,835 | 13.52 | 2,691 | 14.23 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2,285 | 0.79 | 126 | 0.81 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,642,797 | 14.79 | 90,420 | 16.26 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 258,125 | 0.76 | 14,223 | 1.38 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 621,048 | 6.84 | 34,220 | 7.51 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 10,198 | 0.88 | 562 | 1.45 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 74,201 | 17.49 | 4,088 | 14.64 | ||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 30,341 | 1,680 | ||||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 100,496 | 4.95 | 5,537 | 5.61 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 222,503 | 9.56 | 12,260 | 10.24 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 81,510 | 0.03 | 4,488 | 0.58 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 893,734 | 3.29 | 49,245 | 3.93 |
