Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund meliputi Two Sigma Investments, Lp, Glenmede Investment Management, LP, Scott Marsh Financial, LLC, Stonebridge Wealth Management, LLC, Bulwark Capital Corp, First Commonwealth Financial Corp /pa/, Midwest Trust Co, Future Fund LLC, FFOX - FundX Future Fund Opportunities ETF, Raub Brock Capital Management LP, VeraBank, N.A., Intellus Advisors LLC, Cordatus Wealth Management LLC, Iron Financial, LLC, Fifth Third Securities, Inc., Farrell Financial LLC, Northstar Financial Companies, Inc., Drucker Wealth 3.0, LLC, Clarity Capital Partners LLC, dan Swmg, Llc .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-07 | 13F | PFG Advisors | 21,505 | 5.72 | 1,801 | 10.84 | ||||
2025-08-07 | 13F | Cascade Financial Partners, LLC | 26,210 | 7.03 | 2,195 | 12.23 | ||||
2025-08-14 | 13F | LM Advisors LLC | 23,346 | 22.67 | 2 | 0.00 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 39 | 2.63 | 3 | 50.00 | ||||
2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 172,359 | 8.97 | 14,442 | 14.34 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 21,613 | 0.93 | 1,810 | 5.79 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 158 | 13 | ||||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 109,465 | 3.56 | 9,167 | 8.60 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 101,313 | 7.30 | 8,502 | 13.07 | ||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 12,136 | 35.83 | 1,016 | 42.50 | ||||
2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 1,755 | 140 | ||||||
2025-07-17 | 13F | Park Place Capital Corp | 2,530 | 0.36 | 213 | 5.97 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7,749 | 154,880.00 | 649 | |||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 174,262 | 2.67 | 14,593 | 7.66 | ||||
2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 410 | 5.94 | 34 | 13.33 | ||||
2025-07-11 | 13F | LongView Wealth Management | 3,396 | 11.27 | 284 | 16.87 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 15,800 | 0.87 | 1,323 | 5.84 | ||||
2025-08-12 | 13F | Northstar Financial Companies, Inc. | 3,828 | 321 | ||||||
2025-07-10 | 13F | SK Wealth Management, LLC | 293,373 | 1.55 | 24,992 | 17.43 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 4,703 | 53.89 | 394 | 61.07 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 5,644 | 0.02 | 473 | 4.89 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 86,284 | 39.90 | 7,225 | 46.70 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 21,874 | 15.27 | 1,832 | 20.86 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 2,672 | 0.41 | 224 | 5.19 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 758,450 | 4.50 | 63,513 | 9.57 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 6,734 | 134.23 | 564 | 145.85 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 39,587 | 5.35 | 3,315 | 10.50 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 129,103 | 13.87 | 10,772 | 20.10 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 10,799 | 0.20 | 904 | 5.12 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 212,570 | 1.38 | 17,801 | 6.30 | ||||
2025-08-12 | 13F | MAI Capital Management | 16,349 | 0.30 | 1,369 | 5.23 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 14,987 | 24.83 | 1,255 | 31.00 | ||||
2025-08-05 | 13F | J. W. Coons Advisors, LLC | 8,495 | 10.40 | 711 | 15.80 | ||||
2025-08-14 | 13F | Talisman Wealth Advisors LLC | 22,093 | 0.20 | 1,850 | 5.11 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 600 | 50 | ||||||
2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 2,622 | 220 | ||||||
2025-08-13 | 13F | Transce3nd, LLC | 1,718 | 0.35 | 144 | 5.15 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 41,179 | 1.63 | 3,448 | 6.58 | ||||
2025-08-14 | 13F | Avant Capital LLC | 101,824 | 2.63 | 8,527 | 7.61 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 18,081 | 4.02 | 1,514 | 9.08 | ||||
2025-07-08 | 13F | Melone Private Wealth, LLC | 121,218 | 2.42 | 10,114 | 7.02 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 446,292 | 5.77 | 37,372 | 10.91 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 13,377 | 1,273.41 | 1,120 | 1,354.55 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 132,406 | 124.01 | 11,088 | 134.89 | ||||
2025-08-11 | 13F | Cordatus Wealth Management LLC | 5,822 | 0 | ||||||
2025-07-17 | 13F | Independence Bank of Kentucky | 1,371 | 115 | ||||||
2025-07-25 | 13F | NorthRock Partners, LLC | 8,128 | 16.15 | 681 | 21.86 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 13,690 | 367.24 | 1,146 | 391.85 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 62,968 | 10.63 | 5,273 | 16.00 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1,273 | 0.24 | 107 | 4.95 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 15,262 | 9.26 | 1,278 | 14.62 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 36,460 | 0.12 | 3,053 | 4.99 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 118,744 | 8,274.05 | 1 | -99.12 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 1,069 | 167.92 | 90 | 187.10 | ||||
2025-08-08 | 13F | Gts Securities Llc | 9,980 | 836 | ||||||
2025-08-14 | 13F | Millennium Management Llc | 5,078 | 425 | ||||||
2025-07-14 | 13F | Southland Equity Partners LLC | 29,781 | 1.40 | 2,494 | 6.31 | ||||
2025-08-13 | 13F | Haverford Trust Co | 41,274 | 5.02 | 3,456 | 10.13 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 3,181 | 266 | ||||||
2025-08-11 | 13F | Berkeley, Inc | 84,108 | 77.39 | 7,043 | 86.03 | ||||
2025-07-23 | 13F | Detalus Advisors, LLC | 5,803 | 17.73 | 486 | 23.41 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 8,280 | 369.65 | 1 | |||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 71,335 | 4.91 | 5,974 | 10.00 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4,069 | 10.03 | 341 | 15.25 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 558,375 | 7.12 | 46,758 | 12.33 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 166,355 | 13.36 | 13,931 | 18.87 | ||||
2025-08-07 | 13F | Midwest Trust Co | 9,312 | 780 | ||||||
2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 2,600 | 218 | ||||||
2025-08-14 | 13F | Synovus Financial Corp | 5,749 | 13.33 | 481 | 18.77 | ||||
2025-08-15 | 13F | SkyView Investment Advisors, LLC | 537,459 | 1.35 | 45 | 4.76 | ||||
2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 158,640 | 19.25 | 13,285 | 25.04 | ||||
2025-08-14 | 13F | Prestige Wealth Management Group LLC | 642,467 | 1.75 | 53,800 | 6.69 | ||||
2025-07-23 | 13F | Defined Financial Planning LLC | 124,470 | 17.47 | 10,516 | 23.92 | ||||
2025-07-16 | 13F | ORG Partners LLC | 17,656 | 1.56 | 1,490 | 6.97 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 3,807 | 0 | ||||||
2025-08-13 | 13F | M&t Bank Corp | 4,228 | 354 | ||||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2,111 | 177 | ||||||
2025-08-13 | 13F | Schroder Investment Management Group | 878 | 74 | ||||||
2025-07-24 | 13F | Vivid Wealth Management, LLC | 17,941 | 4.88 | 1,502 | 9.96 | ||||
2025-07-29 | 13F | Elevation Capital Advisory, LLC | 88,520 | 414.68 | 7,413 | 439.84 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 17,934 | 22.85 | 1,502 | 28.84 | ||||
2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 11,248 | 15.64 | 942 | 21.26 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 42,439 | 9.76 | 3,554 | 15.10 | ||||
2025-07-02 | 13F | Howard Financial Services, Ltd. | 334,379 | 11.54 | 28,001 | 16.96 | ||||
2025-07-17 | 13F | Covenant Asset Management, LLC | 5,828 | 0.02 | 488 | 4.95 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 21,173 | 10.11 | 1,773 | 15.50 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 2,232 | 167.95 | 187 | 181.82 | ||||
2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 15,735 | 42.80 | 1,318 | 49.83 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 222 | 19 | ||||||
2025-08-01 | 13F | Howard Capital Management Inc. | 70,158 | 18.49 | 5,875 | 24.26 | ||||
2025-07-30 | 13F | Whittier Trust Co | 2,653 | 1,507.88 | 222 | 1,607.69 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 4,173 | 40.36 | 349 | 47.26 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 17 | 1 | ||||||
2025-07-30 | 13F | D.a. Davidson & Co. | 221,940 | 2.18 | 18,585 | 7.14 | ||||
2025-08-08 | 13F | L & S Advisors Inc | 4,869 | 5.46 | 408 | 10.60 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 114,299 | 2.24 | 9,571 | 7.21 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 159,032 | 3.02 | 13,317 | 8.02 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 2,498 | 6.75 | 209 | 12.37 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 863 | 0.35 | 72 | 5.88 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 27,039 | 329.67 | 2,264 | 351.00 | ||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 77,200 | 2.94 | 6,465 | 7.93 | ||||
2025-08-07 | 13F | Future Fund LLC | 8,891 | 745 | ||||||
2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 267 | 4.30 | 22 | 10.00 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 42,269 | 0.00 | 3,601 | 12.15 | ||||
2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 38,431 | 9.19 | 3,272 | 16.44 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 203,575 | 10.28 | 17,047 | 15.64 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 402,419 | 6.30 | 33,699 | 11.46 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 638,089 | 184.93 | 53,434 | 198.78 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 832,066 | 2.77 | 69,677 | 7.77 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 10,601 | 4.10 | 888 | 9.10 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 12,422,037 | 4.99 | 1,040,221 | 10.09 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 16,149 | 17.72 | 1,352 | 23.47 | ||||
2025-07-01 | 13F | First National Bank Sioux Falls | 5,150 | 5.17 | 431 | 10.23 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 46,144 | 32.70 | 3,864 | 39.14 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 40,186 | 15.18 | 3,364 | 20.75 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 4,175 | 12.08 | 350 | 17.51 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 168,852 | 2.62 | 14,140 | 7.60 | ||||
2025-07-29 | 13F | Roof Eidam & Maycock/adv | 65,754 | 0.15 | 5,506 | 5.02 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 19,708 | 3.29 | 1,650 | 8.34 | ||||
2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 23,966 | 11.55 | 2,007 | 16.97 | ||||
2025-07-08 | 13F | IAM Advisory, LLC | 795,448 | 1.64 | 66,611 | 6.57 | ||||
2025-08-04 | 13F | Atria Investments Llc | 334,535 | 4.74 | 28,014 | 9.83 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 382,970 | 5.76 | 32,070 | 10.90 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 1,288 | 550.51 | 108 | 613.33 | ||||
2025-07-08 | 13F | RMR Wealth Builders | 22,338 | 72.04 | 1,871 | 80.50 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 25,645 | 8.75 | 2,148 | 14.02 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 53,978 | 262.41 | 4,520 | 280.15 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 117,955 | 2.21 | 9,878 | 7.18 | ||||
2025-08-14 | 13F | Colony Group, LLC | 32,318 | 1.22 | 2,706 | 6.16 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 4,210 | 353 | ||||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 108 | 9.09 | 9 | 28.57 | ||||
2025-07-21 | 13F | Gray Private Wealth, LLC | 82,175 | 2.67 | 6,881 | 7.67 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 3,596 | 0.22 | 301 | 5.24 | ||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 19,178 | 0.27 | 1,606 | 5.11 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 105,614 | 3.61 | 8,844 | 8.65 | ||||
2025-08-01 | 13F | Shilanski & Associates, Inc. | 36,237 | 0.98 | 3,034 | 5.90 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 78,532 | 71.84 | 6,556 | 81.36 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 10,588 | 0.04 | 887 | 4.85 | ||||
2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 820,492 | 2.09 | 68,708 | 7.05 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 305 | 33.19 | 24 | 33.33 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 83,907 | 1.63 | 7,026 | 6.57 | ||||
2025-07-17 | 13F | Eagle Wealth Strategies Llc | 182,625 | 2.98 | 15,293 | 7.99 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 90,449 | 2.43 | 7,574 | 7.42 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 59,996 | 5,024 | ||||||
2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 40,383 | 2.44 | 3,382 | 7.40 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 286,100 | 23,958 | ||||||
2025-08-05 | 13F | Huntington National Bank | 67,426 | 1,467.66 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 19,788,159 | 1.70 | 1,657,060 | 6.64 | ||||
2025-07-23 | 13F | Raub Brock Capital Management LP | 8,085 | 677 | ||||||
2025-08-11 | 13F | Western Wealth Management, LLC | 115,697 | 0.21 | 9,688 | 5.09 | ||||
2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 229,642 | 1.74 | 19,230 | 5.96 | ||||
2025-08-12 | 13F | Virtu Financial LLC | 2,498 | 0 | ||||||
2025-07-25 | 13F | Cwm, Llc | 384,432 | 0.39 | 32 | 6.67 | ||||
2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 1,965 | 35.89 | 165 | 42.61 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 2,683 | 0.19 | 225 | 5.16 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 5,229 | 9.01 | 438 | 12.63 | ||||
2025-07-17 | 13F | Coastline Trust Co | 1,619 | 57.03 | 136 | 64.63 | ||||
2025-07-31 | 13F | United Community Bank | 3,644 | 112.60 | 305 | 124.26 | ||||
2025-07-15 | 13F | Farrell Financial LLC | 3,912 | 328 | ||||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 712 | 26.69 | 60 | 34.09 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 1,340 | 0.83 | 112 | 4.67 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-07 | 13F | Vise Technologies, Inc. | 18,372 | 376.70 | 1,538 | 394.53 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 5,869 | 4.50 | 491 | 9.60 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 1,429 | 117.17 | 120 | 128.85 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 13,626 | 2.10 | 1,141 | 7.14 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 4,575 | 383 | ||||||
2025-08-05 | 13F | Key FInancial Inc | 1,706 | 8.25 | 143 | 13.60 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 194,780 | 7.84 | 16,311 | 13.08 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 191,060 | 3.56 | 15,999 | 8.59 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 9,697 | 7.90 | 812 | 13.25 | ||||
2025-08-04 | 13F | Wealth Management Associates, Inc. | 7,725 | 1.89 | 647 | 6.78 | ||||
2025-08-15 | 13F | Morgan Stanley | 8,673,468 | 2.73 | 726,316 | 7.72 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 989 | 83 | ||||||
2025-07-17 | 13F | HB Wealth Management, LLC | 277,374 | 15.50 | 23,227 | 21.11 | ||||
2025-07-30 | 13F | Bcm Advisors, Llc | 396,283 | 0.93 | 34,053 | 9.96 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 306,942 | 2.98 | 26 | 8.70 | ||||
2025-08-14 | 13F | Hamilton Capital, LLC | 6,893,933 | 2.91 | 577,298 | 7.91 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 7,959 | 1.61 | 1 | |||||
2025-07-24 | 13F | Costello Asset Management, INC | 126 | 0.80 | 11 | 0.00 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 14,240 | 1,192 | ||||||
2025-08-14 | 13F | CIBC World Markets Inc. | 3,408 | 4.28 | 285 | 9.62 | ||||
2025-07-28 | 13F | Evernest Financial Advisors, LLC | 62,604 | 9.89 | 5,242 | 15.23 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 89,184 | 1.51 | 7,468 | 6.44 | ||||
2025-07-15 | 13F | Forte Capital Llc /adv | 284,906 | 0.03 | 23,858 | 4.88 | ||||
2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 13,768 | 0.10 | 1,153 | 4.92 | ||||
2025-08-05 | 13F | Seelaus Asset Management LLC | 3,572 | 2.23 | 299 | 7.17 | ||||
2025-07-14 | 13F | Sentinel Pension Advisors Inc | 28,416 | 1.36 | 2,380 | 6.30 | ||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 5,889 | 6.43 | 493 | 11.79 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 17,911 | 4.21 | 2 | 0.00 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 615,506 | 19.90 | 51,542 | 25.72 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1,675,001 | 7.60 | 140,264 | 12.82 | ||||
2025-08-14 | 13F | DHK Financial Advisors, Inc. | 42,738 | 100.41 | 3,496 | 105.28 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 81,925 | 11.74 | 6,860 | 17.18 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 49,221 | 126.29 | 4,122 | 137.25 | ||||
2025-08-08 | 13F | Bouchey Financial Group Ltd | 866,443 | 0.19 | 72,556 | 5.06 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1,401,381 | 38.98 | 117,352 | 45.74 | ||||
2025-08-14 | 13F | UBS Group AG | 2,436,892 | 3.36 | 204,065 | 8.39 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 737 | 62 | ||||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 67,973 | 6.17 | 5,692 | 11.35 | ||||
2025-08-14 | 13F | Engineers Gate Manager LP | 8,285 | 180.47 | 694 | 194.89 | ||||
2025-08-07 | 13F | Guidance Capital, Inc | 16,280 | 0.49 | 1,372 | 7.44 | ||||
2025-07-23 | 13F | Avantra Family Wealth, Inc. | 12,124 | 0.37 | 1,015 | 5.29 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 2,954 | 0.07 | 236 | -1.26 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3,600 | 20.68 | 301 | 41.98 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 7,566 | 9.35 | 634 | 14.67 | ||||
2025-07-16 | 13F | Meridian Financial, LLC | 40,251 | 7.40 | 3,371 | 12.63 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 28,712 | 25.04 | 2,404 | 31.15 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 100,214 | 8,392 | ||||||
2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 8,104 | 0.20 | 684 | 5.89 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 5,179 | 3.09 | 434 | 7.98 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 16,671 | 9.16 | 1,396 | 14.52 | ||||
2025-08-11 | 13F | Covestor Ltd | 441 | 15.75 | 0 | |||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 14,607 | 5.69 | 1,223 | 10.88 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 86,368 | 6.36 | 7,235 | 11.52 | ||||
2025-08-14 | 13F | Redwood Investment Management, Llc | 10,466 | 14.96 | 1 | |||||
2025-07-09 | 13F | Bulwark Capital Corp | 16,466 | 1,379 | ||||||
2025-08-08 | 13F | TD Capital Management LLC | 127,753 | 4.05 | 10,698 | 9.11 | ||||
2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 139,069 | 0.12 | 11,646 | 4.99 | ||||
2025-08-13 | 13F | Denver Wealth Management, Inc. | 16,905 | 0.34 | 1,416 | 5.20 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 282,059 | 23,620 | ||||||
2025-07-29 | 13F | Swmg, Llc | 2,703 | 233 | ||||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 306 | 0.33 | 26 | 4.17 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 163,760 | 1.13 | 13,713 | 6.04 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 6,742 | 6.44 | 538 | 5.08 | ||||
2025-07-17 | 13F | Chatham Capital Group, Inc. | 20,251 | 121.30 | 1,696 | 132.19 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 21,617 | 10.90 | 1,810 | 16.32 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 27 | 2 | ||||||
2025-08-06 | 13F | SNS Financial Group, LLC | 698,845 | 1.72 | 58,521 | 6.67 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 14,987 | 45.76 | 1,255 | 47.30 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 22,149 | 105.43 | 1,855 | 115.33 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 582 | 49 | ||||||
2025-08-01 | 13F | First National Trust Co | 136,874 | 1.45 | 11,462 | 6.38 | ||||
2025-08-05 | 13F | Connable Office Inc | 312,643 | 12.43 | 26,181 | 17.89 | ||||
2025-08-08 | 13F | Symphony Financial Services, Inc. | 27,718 | 0.33 | 2,319 | 5.08 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 251,701 | 17.67 | 21,002 | 24.11 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 175,923 | 30.27 | 14,732 | 36.60 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 6,879 | 296.94 | 576 | 317.39 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 2,980 | 250 | ||||||
2025-08-07 | 13F | Summit X, LLC | 8,300 | 100.00 | 695 | 109.97 | ||||
2025-07-21 | 13F | Keystone Financial Group, Inc. | 611 | 19.34 | 52 | 30.77 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 876,024 | 1.02 | 73,358 | 5.92 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 29,924 | 28.48 | 2,506 | 34.68 | ||||
2025-08-14 | 13F | Mariner, LLC | 376,167 | 5.72 | 31,500 | 10.86 | ||||
2025-08-13 | 13F | Fiduciary Group LLC | 84,417 | 0.85 | 7,069 | 5.76 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 7,540 | 25.33 | 631 | 31.46 | ||||
2025-08-13 | 13F | Kilter Group LLC | 4,212 | 0.02 | 353 | 4.76 | ||||
2025-07-16 | 13F | TigerOak Management, L.L.C. | 301,799 | 2.11 | 25,273 | 7.07 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 57,627 | 2.02 | 5 | 0.00 | ||||
2025-08-13 | 13F | Northern Trust Corp | 21,591 | 5.30 | 1,808 | 10.45 | ||||
2025-08-14 | 13F | Waterway Wealth Management, LLC | 63,863 | 50.43 | 5,346 | 57.70 | ||||
2025-08-12 | 13F | Bokf, Na | 837 | 70 | ||||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 480 | 0.42 | 40 | 5.26 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 1,879 | 157 | ||||||
2025-07-23 | 13F | Element Wealth, LLC | 5,047 | 51.06 | 423 | 58.65 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9,689 | 29.51 | 811 | 35.85 | ||||
2025-07-29 | 13F | Sage Private Wealth Group, Llc | 426,417 | 76.33 | 35,708 | 84.90 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 118,983 | 8.89 | 9,964 | 14.18 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 14,200 | 1,189 | ||||||
2025-08-07 | 13F | Mosaic Financial Group, Llc | 16,263 | 0.26 | 1 | 0.00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 598,854 | 2.14 | 50,148 | 7.10 | ||||
2025-08-07 | 13F | Allworth Financial LP | 6,269 | 602.02 | 525 | 670.59 | ||||
2025-07-21 | 13F | Clarity Capital Partners LLC | 2,952 | 247 | ||||||
2025-05-14 | 13F | Monterey Private Wealth, Inc. | 134,676 | 6.15 | 10,755 | 4.75 | ||||
2025-07-29 | 13F | Cidel Asset Management Inc | 4,639 | 16.18 | 388 | 22.01 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 12,920 | 0.01 | 1 | 0.00 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 6,271 | 55.69 | 525 | 63.55 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 305,001 | 1.93 | 25,541 | 6.88 | ||||
2025-07-18 | 13F | Powers Advisory Group, LLC | 28,243 | 29.85 | 2,365 | 36.23 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 41,653 | 13.72 | 3,488 | 19.25 | ||||
2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 2,443 | 205 | ||||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 3,576 | 0.03 | 299 | 4.91 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 295,679 | 14.11 | 24,760 | 19.66 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 6,208 | 22.98 | 520 | 28.78 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 55,279 | 5 | ||||||
2025-07-15 | 13F | Verum Partners LLC | 20,983 | 117.15 | 1,757 | 127.89 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 100,296 | 153.86 | 8,399 | 166.18 | ||||
2025-07-15 | 13F | Aspire Capital Advisors LLC | 359,257 | 2.73 | 30,084 | 7.73 | ||||
2025-07-30 | 13F | Darrow Company, Inc. | 107,728 | 10.32 | 9,020 | 15.70 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 14,196 | 0.19 | 1,189 | 5.04 | ||||
2025-07-25 | 13F | Iron Financial, LLC | 5,680 | 476 | ||||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 6,999 | 24.85 | 586 | 31.10 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 394,303 | 48.55 | 33,019 | 55.77 | ||||
2025-08-08 | 13F | VeraBank, N.A. | 6,970 | 584 | ||||||
2025-07-16 | 13F | Cresta Advisors, Ltd. | 227,856 | 4.99 | 19,081 | 10.09 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 15,097 | 7.30 | 1,264 | 12.56 | ||||
2025-08-13 | 13F | JT Stratford LLC | 52,373 | 6.97 | 4,386 | 12.15 | ||||
2025-08-14 | 13F | Scott Marsh Financial, LLC | 23,038 | 1,929 | ||||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 378,303 | 4.57 | 31,679 | 9.65 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 63,900 | 11.31 | 5,351 | 16.71 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 273,880 | 0.88 | 22,932 | 5.77 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 2,126,748 | 38.03 | 178,094 | 44.73 | ||||
2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 8,891 | 745 | ||||||
2025-08-11 | 13F | Sykon Capital Llc | 4,205 | 352 | ||||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 0 | 0 | ||||||
2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 2,812 | 1.30 | 235 | 6.33 | ||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 3,337 | 284 | ||||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1,293,759 | 0.59 | 108,337 | 5.47 | ||||
2025-08-07 | 13F | Sanchez Wealth Management Group | 330,379 | 3.23 | 27,666 | 8.25 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 70,922 | 0.15 | 5,939 | 5.00 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 81,283 | 0.04 | 6,807 | 4.90 | ||||
2025-07-17 | 13F | MBA Advisors LLC | 111,891 | 12.07 | 9,370 | 17.51 | ||||
2025-07-29 | 13F | May Barnhard Investments LLC | 6,481 | 0.40 | 543 | 5.24 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 1,267 | 106 | ||||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 60,137 | 13.38 | 5,036 | 18.89 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 398,183 | 1.12 | 33,343 | 6.03 | ||||
2025-08-12 | 13F | Intellus Advisors LLC | 6,391 | 535 | ||||||
2025-07-18 | 13F | Trilogy Capital Inc. | 5,313 | 49.92 | 445 | 56.89 | ||||
2025-08-12 | 13F | MWA Asset Management | 5,971 | 1.07 | 500 | 6.16 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3,343 | 280 | ||||||
2025-08-14 | 13F | Ameriprise Financial Inc | 6,940,040 | 7.95 | 581,078 | 13.21 | ||||
2025-08-04 | 13F | Horizon Wealth Management, LLC | 667,745 | 0.17 | 55,917 | 5.04 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 45,586 | 53.31 | 4 | 50.00 | ||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 180,137 | 2.03 | 15,085 | 6.99 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 7,461 | 625 | ||||||
2025-08-14 | 13F | Objective Capital Management, LLC | 4,847 | 0.41 | 406 | 5.19 | ||||
2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 93,477 | 4.94 | 7,828 | 10.04 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,469,742 | 15.08 | 123 | 21.78 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 1,770 | 4.36 | 148 | 9.63 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 59,160 | 0.33 | 4,954 | 5.20 | ||||
2025-08-11 | 13F | Citigroup Inc | 11,941 | 8.77 | 1,000 | 14.04 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 41,505 | 59.13 | 3,476 | 66.91 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 25,024 | 3.24 | 2,095 | 8.27 | ||||
2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 442,863 | 14.00 | 37,085 | 19.54 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 21,563 | 230.37 | 1,806 | 249.81 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 17,953 | 11.25 | 1,503 | 16.69 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7,230 | 15.00 | 605 | 20.52 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 2,400 | 201 | ||||||
2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 21,117 | 0.84 | 1,768 | 5.74 | ||||
2025-07-22 | 13F | Ffg Retirement Advisors Llc | 65,015 | 3.64 | 5,444 | 8.68 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,081 | 0.98 | 1,012 | 6.87 | ||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 15,772 | 3.65 | 1,321 | 8.64 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 11,425 | 4.20 | 957 | 9.26 | ||||
2025-08-12 | 13F | Waddell & Associates, Llc | 946,079 | 1.51 | 79,225 | 6.44 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 7,444 | 177.55 | 623 | 191.12 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 192,923 | 3.41 | 16,155 | 8.44 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 2,499 | 214 | ||||||
2025-08-07 | 13F | Gryphon Financial Partners LLC | 12,792 | 10.71 | 1,071 | 16.16 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 51,418 | 0.41 | 4,306 | 5.28 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 257,358 | 12.05 | 21,551 | 17.50 | ||||
2025-08-14 | 13F | Glenview Trust Co | 11,957 | 3.15 | 1,001 | 8.22 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 30,902 | 6.54 | 2,588 | 11.70 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 10,604 | 11.20 | 914 | 20.11 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 314,479 | 7.32 | 26,335 | 12.53 | ||||
2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 4,664 | 50.31 | 391 | 55.38 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 5,289 | 40.63 | 443 | 47.33 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 99,110 | 3.39 | 8,299 | 8.41 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 60,353 | 7.01 | 5,139 | 14.12 | ||||
2025-07-29 | 13F | Private Trust Co Na | 16,748 | 5.85 | 1,402 | 11.01 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 278,033 | 2.49 | 23,282 | 7.47 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 376,331 | 6.68 | 31,514 | 11.86 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 23,599 | 21.02 | 1,976 | 26.91 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 208,315 | 5.05 | 17,444 | 10.15 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 1,296 | 437.76 | 109 | 473.68 | ||||
2025-07-24 | 13F | Columbia Advisory Partners Llc | 265,543 | 18.04 | 22,237 | 23.77 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1,598,017 | 0.76 | 133,818 | 5.66 | ||||
2025-08-12 | 13F | New World Advisors LLC | 6,566 | 1.85 | 550 | 6.81 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 3,540,325 | 0.58 | 296,467 | 5.46 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 222,858 | 5.02 | 18,662 | 10.12 | ||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 8,720 | 4.43 | 730 | 9.61 | ||||
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 168,850 | 0.41 | 14,139 | 5.29 | ||||
2025-08-11 | 13F | Bulltick Wealth Management, LLC | 24,763 | 1.76 | 2,074 | 6.69 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 23,762 | 11.50 | 1,990 | 15.37 | ||||
2025-07-18 | 13F | Viewpoint Investment Partners Corp | 47,513 | 170.93 | 3,979 | 184.14 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 117,480 | 5.10 | 9,829 | 10.12 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 960 | 214.75 | 80 | 233.33 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 487,073 | 6.96 | 40,787 | 12.15 | ||||
2025-07-30 | 13F | Retirement Planning Group | 118,669 | 1.13 | 9,937 | 6.05 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 21,174 | 11.96 | 1,773 | 17.42 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 194,594 | 31.37 | 16 | 33.33 | ||||
2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 18,685 | 1,565 | ||||||
2025-07-28 | 13F | Mutual Advisors, LLC | 7,215 | 23.27 | 622 | 37.69 |