Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund meliputi Del-Sette Capital Management, LLC, FSM Wealth Advisors, LLC, PMG Wealth Management, Inc., Hidden Cove Wealth Management, LLC, Blue Capital, Inc., Dana Investment Advisors, Inc., Summit Wealth Group Llc / Co, New England Private Wealth Advisors LLC, Steel Peak Wealth Management LLC, Keystone Wealth Services, LLC, Lighthouse Wealth Management Inc., Maridea Wealth Management LLC, Tradewinds, LLC., Strategic Wealth Partners, Ltd., Garden State Investment Advisory Services LLC, FLP Wealth Management, LLC, Promethium Advisors,llc, New Century Financial Group, LLC, Lee Johnson Capital Management, Llc, dan Gentry Private Wealth, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Tsfg, Llc | 2,433 | 0.54 | 0 | |||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 147,694 | 6,184 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 333 | 14 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 162,183 | 1,875.43 | 6,791 | 1,807.30 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 44,955 | 1,882 | ||||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 10,603 | 0.03 | 447 | 2.52 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 46,489 | 38.70 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 14,070 | 88.30 | 1,300 | 300.93 | ||||
| 2025-08-14 | 13F | Comerica Bank | 65,630 | 0.87 | 2,748 | -2.80 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 20,857 | 873 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 490 | 42.86 | 21 | 42.86 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 71,393 | 2,989 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 15,918 | 1,663 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 30,473 | 4.45 | 1,276 | 0.63 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 57,028 | 2,388 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 141,681 | 1,316.81 | 5,932 | 1,266.82 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 3,313 | 1.10 | 139 | -2.82 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 7,325 | 5.26 | 307 | 1.32 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 380,189 | 0.38 | 15,919 | -3.25 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 19,694 | 1.79 | 825 | -1.90 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 638,934 | 3.23 | 27 | 0.00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 5,802 | 243 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,135 | 29.83 | 382 | 25.25 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 29,296 | 49.72 | 1,227 | 44.24 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 131,528 | 2.67 | 5,507 | -1.04 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 9,063 | 553.42 | 379 | 60.59 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 46,337 | 55.62 | 1,940 | 62.75 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 5,505 | 0.95 | 230 | -2.54 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 6,276 | 17.51 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 7,452 | 6.59 | 312 | 2.97 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 26,469 | 5.94 | 1,108 | 2.12 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 175,631 | 23.86 | 7,531 | 22.28 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 178,391 | 10.14 | 7,469 | 6.17 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 67,280 | 164.12 | 2,817 | 154.70 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1,983 | 134.40 | 83 | 144.12 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1,185 | 17.91 | 50 | 13.95 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 11,850,795 | 10.34 | 496,193 | 6.35 | ||||
| 2025-08-07 | 13F | Illumine Investment Management, LLC | 12,211 | 4.00 | 511 | 0.20 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 355 | 15 | ||||||
| 2025-08-12 | 13F | Barings Llc | 88,348 | 32.32 | 3,699 | 27.55 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,492,128 | 35.23 | 62,481 | 30.34 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 7,054 | 0.41 | 295 | -3.28 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 15,839 | 5.01 | 663 | 1.22 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 106,874 | 185.73 | 4,475 | 175.49 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 111,721 | 10.92 | 4,678 | 6.90 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 19,118 | 1.53 | 800 | -2.08 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 15,569 | 23.04 | 652 | 18.58 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 8,775 | 381 | ||||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 13,730 | 0.26 | 575 | -3.37 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 936,939 | 2.99 | 39 | 0.00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 54,142 | 10.48 | 2,313 | 9.36 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,733,258 | 12.15 | 72,572 | 8.10 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 24,773 | 1.99 | 1,037 | -1.71 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 32,712 | 0.07 | 1,370 | -3.52 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 5,554 | 0.63 | 233 | -2.93 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 8,456 | 1.08 | 354 | -2.48 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 33,716 | 20.63 | 1,425 | 17.30 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 6,188 | 0.70 | 269 | 7.63 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 16,247 | 30.40 | 680 | 25.69 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 19,644 | 0.74 | 822 | -2.95 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 104,582 | 22.10 | 4,379 | 17.69 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 18,484 | 4.97 | 774 | 1.18 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 5,049 | 8.63 | 211 | 4.98 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 85,167 | 20.76 | 3,566 | 16.39 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 17,757 | 8.01 | 743 | 12.41 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 23,612 | 6.23 | 989 | 2.38 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,314,412 | 16.28 | 96,905 | 12.08 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,263,811 | 18.19 | 52,916 | 13.92 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 38,725 | 0.45 | 1,622 | -3.17 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 22,695 | 970 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 45,611 | 7.92 | 1,910 | 4.03 | ||||
| 2025-08-14 | 13F | Fmr Llc | 27,482 | 3.79 | 1,151 | 0.00 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 12,510 | 524 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 26,540 | 8.67 | 1,111 | 4.81 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 61,615 | 952.17 | 2,580 | 915.35 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 5,512 | 0.47 | 231 | -3.36 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 32,151 | 1.76 | 1,346 | -1.90 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 119,402 | 16.70 | 4,999 | 12.49 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 11,432 | 479 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 158,751 | 0.59 | 6,647 | -3.05 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 3,887 | 0.93 | 163 | 4.52 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 61,182 | 0.31 | 2,581 | -2.57 | ||||
| 2025-08-11 | 13F | Promethium Advisors,llc | 8,525 | 357 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 6,349 | 0.81 | 266 | -2.93 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 390,927 | 26.56 | 16,368 | 21.99 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 658 | 28 | ||||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 29,905 | 1,252 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 126,331 | 20.53 | 5,289 | 16.19 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2,057,022 | 13.66 | 86,126 | 9.55 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 22,117 | 56.29 | 926 | 50.81 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 57,277 | 72.42 | 2,398 | 66.18 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1,222 | 0.91 | 51 | -1.92 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 6,208 | 260 | ||||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 18,348 | 36.51 | 768 | 31.73 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 5,225 | 0.23 | 219 | -3.54 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 714 | 1.13 | 30 | -3.33 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 48,843 | 2.32 | 2,045 | -1.40 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 5,667 | 237 | ||||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 9,995 | 2.46 | 419 | -1.18 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 21,474 | 43.28 | 899 | 53.94 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 11,186 | 0.24 | 468 | -3.31 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 80,027 | 56.53 | 3,351 | 50.90 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 198,977 | 2.17 | 8,331 | -1.52 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 99,505 | 0.58 | 4,166 | -3.05 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 173,288 | 0.07 | 7,256 | 2.97 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 20,340 | 18.63 | 1 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 12,593 | 2.41 | 527 | -1.31 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 13,159 | 0.63 | 551 | -3.17 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 150,000 | 938.06 | 6,280 | 901.59 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 17,000 | 70.00 | 712 | 63.82 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 324 | 3,140.00 | 14 | |||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 196,393 | 76.65 | 8,223 | 70.26 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 28,144 | 1,178 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 10,219 | 78.65 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 18,785 | 6.63 | 787 | 2.75 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 30,438 | 154.71 | 1,274 | 145.47 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 20,975 | 106.96 | 878 | 99.55 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 31,606 | 4.52 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 6,873 | 3.70 | 288 | 0.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,376,048 | 1.27 | 99,485 | -2.39 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 1,783,853 | 0.56 | 74,601 | 4.98 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 44,051 | 7.19 | 1,844 | 3.31 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 138 | 0.73 | 6 | 0.00 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 107,504 | 2.42 | 4,501 | -1.27 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 374,677 | 6.79 | 15,688 | 2.93 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2,075,810 | 11.47 | 86,914 | 7.44 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6,907 | 0.70 | 289 | -2.69 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 6,846 | 1.09 | 287 | -2.72 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 36,915 | 1.26 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,066,287 | 9.34 | 128,385 | 5.38 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 80,894 | 3,451 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 56,782 | 19.77 | 2,377 | 15.44 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 7,696 | 322 | ||||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 13,057 | 547 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 261,823 | 40.84 | 10,963 | 37.82 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 10,879 | 455 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 651,832 | 8.53 | 27,292 | 4.61 | ||||
| 2025-08-12 | 13F | Bokf, Na | 1,200 | 50 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 710,656 | 38.38 | 29,698 | 35.14 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4,226,227 | 10.79 | 176,952 | 6.79 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 124,971 | 4.00 | 5,233 | 0.25 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 5,351 | 0.13 | 224 | -3.45 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 669 | 28 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 35,137 | 6.49 | 1,471 | 2.65 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 9,265 | 2.77 | 388 | -1.02 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 77,732 | 0.73 | 3 | 0.00 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 27,750 | 59.03 | 1,162 | 53.17 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 22,753 | 953 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 475,760 | 8.87 | 19,920 | 4.93 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 7,254 | 28.69 | 304 | 24.18 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 121,570 | 9.01 | 5,090 | 5.08 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 125,380 | 5,361 | ||||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 186,226 | 1.16 | 7,797 | -2.49 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 26,438 | 1,107 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10,164 | 83.90 | 426 | 77.08 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 180,856 | 0.71 | 7,572 | -2.94 | ||||
| 2025-08-06 | 13F | ROI Financial Advisors, LLC | 73,028 | 0.97 | 3,058 | -2.67 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 197,713 | 13.14 | 8,278 | 9.05 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 124,626 | 10.95 | 5,218 | 6.95 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 150 | 6 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 37,305 | 19.47 | 1,562 | 15.12 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 18,598 | 78.52 | 779 | 72.12 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 107,232 | 79.91 | 4,490 | 73.39 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 26,824 | 89.46 | 1,123 | 82.60 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 89,201 | 4.15 | 4 | 0.00 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 6,481 | 10.65 | 271 | 6.69 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 86,059 | 4.06 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 40,480 | 0.29 | 1,695 | -3.37 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 221,279 | 34.12 | 9,559 | 33.38 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 564 | 24 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 7,839,026 | 4.86 | 328,220 | 1.07 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 247,126 | 22.20 | 10,347 | 17.79 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 82,255 | 0.75 | 3,444 | -2.88 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 146,593 | 17.49 | 6,333 | 16.85 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1,452 | 61 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 31,720 | 1.19 | 1,328 | -2.42 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 84,212 | 1.56 | 3,526 | -2.11 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 140,714 | 37.58 | 5,892 | 32.62 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 154,588 | 4.40 | 6,473 | 0.62 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 252,423 | 2.02 | 10,569 | -1.67 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 27,128 | 0.54 | 1,136 | -3.16 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 52,514 | 2.38 | 2,199 | -1.35 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 31,608 | 1.96 | 1,323 | -1.71 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 26,183 | 55.06 | 1,096 | 49.52 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 6,382 | 9.04 | 267 | 5.12 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 148,794 | 7.00 | 6,230 | 3.15 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 43,046 | 249.31 | 1,802 | 236.82 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 59,788 | 5.84 | 2,503 | 2.04 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 72,196 | 104.86 | 3,023 | 98.69 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 12,666 | 159.66 | 530 | 151.18 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 7,729 | 0.76 | 324 | -3.00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 136,406 | 36.55 | 5,711 | 31.62 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 8,424 | 103.82 | 353 | 96.65 | ||||
| 2025-08-12 | 13F | Del-Sette Capital Management, LLC | 184,922 | 7,743 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3,911,177 | 17.77 | 163,766 | 13.52 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 13,604 | 48.87 | 570 | 43.69 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 154,407 | 1.84 | 6,465 | -1.84 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 3,290 | 1.14 | 138 | -2.84 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 89,795 | 23.66 | 3,760 | 19.18 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 122,420 | 1.92 | 5,126 | -1.76 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 66,736 | 45.84 | 2,794 | 40.61 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 28,695 | 1.09 | 1,201 | -2.60 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 5,703 | 239 | ||||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 8,030 | 1.52 | 336 | -2.04 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 26,817 | 0.31 | 1,123 | -3.36 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 511,444 | 1.73 | 21,414 | -1.94 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 23,345 | 247.09 | 977 | 234.59 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 42,589 | 14.06 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1,330 | 56 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 6,399 | 27.72 | 268 | 23.04 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 291,373 | 1.82 | 12,211 | -1.86 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 6,136 | 0.61 | 257 | -3.03 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 28,355 | 75.08 | 1,187 | 68.85 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 520,211 | 0.38 | 21,781 | -3.25 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 32,154 | 15.24 | 1,346 | 11.06 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,515,726 | 6.17 | 105,333 | 2.33 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 270,639 | 14.61 | 11,332 | 10.47 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 4,927 | 206 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 11,938 | 2.83 | 500 | -0.99 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 8,503 | 356 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 39,345 | 10.14 | 1,647 | 14.53 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 41,999 | 1,758 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 9,843 | 412 | ||||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 7,399 | 310 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 10,352 | 433 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 68 | 3 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 191,086 | 9.70 | 8,001 | 5.74 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 442,836 | 3.41 | 18,542 | -0.33 | ||||
| 2025-07-28 | 13F | Interchange Capital Partners, LLC | 14 | 346 | ||||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 42,952 | 1,798 | ||||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 6,101 | 255 | ||||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 97,807 | 4.80 | 4,095 | 1.04 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,228,650 | 131.39 | 51,444 | 123.03 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 26,912 | 25.31 | 1,127 | 20.82 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 113,313 | 18.94 | 4,744 | 14.64 | ||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 8,181 | 343 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 150,432 | 7.34 | 6 | 0.00 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 39,000 | 15.30 | 1,633 | 11.10 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 900 | 38 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 48,429 | 0.27 | 2,028 | -3.38 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 125,234 | 31.19 | 5,244 | 26.46 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 4,097 | 0.02 | 172 | -3.39 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 205,064 | 15.59 | 8,591 | 11.43 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 85,001 | 24.89 | 3,559 | 20.37 |
