Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund - First Trust Capital Strength ETF meliputi Summit Wealth Group Llc / Co, GGM Financials LLC, Moment Partners, LLC, Bradley Foster & Sargent Inc/ct, Napatree Capital Llc, Harbor Asset Planning, Inc., NWF Advisory Services Inc., C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Fifth Third Wealth Advisors LLC, Exchange Traded Concepts, Llc, Total Investment Management Inc, Smartleaf Asset Management LLC, Abound Wealth Management, Dunhill Financial, LLC, Winnow Wealth Llc, Paladin Advisory Group, LLC, Strategic Wealth Partners, Ltd., dan Keystone Global Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4,709 | 1,046 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,612 | 237 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 221,458 | 0.41 | 20,128 | 1.81 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 74,603 | 9.09 | 6,781 | 10.60 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 12,354 | 13.25 | 1,130 | 15.54 | ||||
| 2025-07-07 | 13F | Greenfield Savings Bank | 2,219 | 202 | ||||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 98,247 | 25.51 | 8,870 | 26.41 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 74,283 | 156.23 | 7 | 200.00 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 49,510 | 5.67 | 4,500 | 7.14 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 3,821 | 7.97 | 347 | 9.46 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 51 | 5 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 11,771 | 6.57 | 1,070 | 7.98 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 368,348 | 21.93 | 33 | 22.22 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 2,270 | 206 | ||||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 18,651 | 1,695 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 274 | 25 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 19,804 | 8.86 | 1,800 | 10.37 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 46,415 | 2.42 | 4,219 | 3.84 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 557 | 51 | ||||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 2,423 | 1.64 | 220 | 3.29 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 83,772 | 1.01 | 7,614 | 2.42 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 19,459 | 0.80 | 1,769 | 2.20 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,849 | 288.45 | 168 | 300.00 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 6,856 | 14.19 | 623 | 15.80 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 2,225 | 202 | ||||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 3,608 | 328 | ||||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 34,912 | 0.07 | 3,133 | 0.16 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 845 | 92.92 | 74 | 89.74 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 532 | 0.38 | 48 | 2.13 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 8,457 | 0.17 | 769 | 1.59 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2,406 | 41.03 | 219 | 43.42 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 3,563 | 0.03 | 324 | 1.25 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 21,374 | 0.19 | 1,943 | 1.57 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 7,578 | 13.12 | 689 | 14.67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 333,602 | 9.52 | 30,321 | 11.05 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 1,195 | 0.17 | 109 | 1.89 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 58,656 | 13.49 | 5,331 | 15.09 | ||||
| 2025-07-17 | 13F | City Holding Co | 11,338 | 8.05 | 1,030 | 9.57 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 58 | 5 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 4,017 | 12.68 | 365 | 14.42 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 8,139,650 | 6.20 | 739,813 | 7.68 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 15,774 | 12.45 | 1,434 | 14.00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 8,466 | 0.45 | 769 | 1.85 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 58,480 | 13.89 | 5,379 | 16.86 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 32,177 | 3.99 | 2,925 | 5.45 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 10,880 | 0.13 | 989 | 1.44 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 177,060 | 10.23 | 16,093 | 11.77 | ||||
| 2025-08-14 | 13F | Comerica Bank | 36,892 | 6.14 | 3,353 | 7.64 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 15,070 | 1,370 | ||||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 59,242 | 0.10 | 5,385 | 1.49 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10,899 | 0.11 | 990 | 1.44 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 4,492 | 408 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 75,890 | 4.71 | 6,898 | 6.17 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,408 | 0.09 | 401 | 2.56 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 12,844 | 1,269.30 | 1,167 | 1,289.29 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3,473 | 3.06 | 316 | 4.30 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 4,478 | 407 | ||||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 5,826 | 2.84 | 530 | 4.34 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 20,858 | 1.54 | 1,924 | 7.79 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 313 | 0.32 | 28 | 3.70 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 200 | 18 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2,316 | 10.23 | 210 | 11.70 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 426,771 | 2.11 | 38,789 | 3.53 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 2,850 | 255 | ||||||
| 2025-07-14 | 13F | Strategic Planning Group, Llc | 15,924 | 8.77 | 1,447 | 10.29 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 20,243 | 9.72 | 2 | 0.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 160,498 | 1.53 | 14,588 | 2.94 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 3,658 | 18.65 | 332 | 20.29 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 7,403 | 75.26 | 673 | 77.78 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 14,657 | 1.43 | 1,332 | 2.86 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 2,845 | 0.21 | 259 | 1.57 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 32,253 | 5.26 | 2,932 | 6.74 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 2,535 | 1.40 | 230 | 2.68 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 17,729 | 10.04 | 1,611 | 11.57 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 11,253 | 2.09 | 1,023 | 3.44 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 110,940 | 1.75 | 10,083 | 3.17 | ||||
| 2025-08-14 | 13F | Fmr Llc | 32,666 | 10.96 | 2,969 | 12.55 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 258,284 | 0.23 | 23,475 | 1.63 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 279 | 25 | ||||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 4,936 | 1.88 | 449 | 3.23 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 10,219 | 0.13 | 929 | 5.33 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 9,651 | 2.56 | 877 | 4.03 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 153,760 | 2.27 | 13,975 | 3.70 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 15,688 | 2.51 | 1,426 | 3.94 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 48,295 | 0.77 | 4,390 | 2.19 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 9,183 | 9.22 | 835 | 13.78 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1,628 | 58.21 | 148 | 65.17 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 68,526 | 5.38 | 6 | 20.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 179,301 | 10.85 | 16,297 | 12.39 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 862 | 263.71 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 618 | 26.38 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4,554 | 48.68 | 414 | 50.55 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 10,407 | 2.81 | 946 | 4.19 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 4,041 | 394.61 | 367 | 402.74 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 10,418 | 1.23 | 947 | 2.60 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 93,354 | 1.36 | 8,485 | 2.77 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 57,367 | 1.41 | 5,214 | 2.84 | ||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 22,897 | 3.20 | 2,081 | 4.68 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3,810 | 63.38 | 346 | 65.55 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 17,645 | 11.54 | 1,604 | 13.05 | ||||
| 2025-07-23 | 13F | GGM Financials LLC | 115,584 | 10,505 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,650 | 150 | ||||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 58,966 | 41.99 | 5,224 | 40.33 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 14,699 | 172.00 | 1,318 | 177.85 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 6,562 | 0.24 | 596 | 1.71 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 17,536 | 272.39 | 1,594 | 52.29 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 9,637 | 26.25 | 876 | 27.92 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 230,609 | 15.87 | 20,960 | 17.48 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 554,635 | 28.83 | 50,090 | 31.30 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 633 | 58 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 277,319 | 0.58 | 25,206 | 1.98 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 267,136 | 19.52 | 24,280 | 21.18 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 571,494 | 0.38 | 51,943 | 1.78 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 70,242 | 35.89 | 6,384 | 40.37 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 53,051 | 76.34 | 4,822 | 78.82 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 13,076 | 484.53 | 1,188 | 494.00 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 45 | 4 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 896 | 35.96 | 81 | 52.83 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 26,991 | 1.83 | 2,453 | 3.28 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 241,107 | 5.92 | 21,914 | 7.40 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 38,494 | 18.20 | 3,499 | 19.84 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 39,325 | 0.03 | 3,574 | 1.42 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 11,043 | 0.25 | 1,017 | 3.46 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 9,453 | 0.84 | 1 | |||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 5,198 | 472 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 37,225 | 1.49 | 3,383 | 2.92 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 11,114 | 14.83 | 1,010 | 16.49 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 78,179 | 4.41 | 7,106 | 5.86 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 174,147 | 15,828 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 52,057 | 0.21 | 4,732 | 1.61 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 232,903 | 1.46 | 21,199 | 2.88 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 21,387 | 3.59 | 1,944 | 5.03 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 29,050 | 1.61 | 2,640 | 3.04 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 22,585 | 1.13 | 2 | 0.00 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 159,277 | 8.29 | 14,477 | 9.79 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 322,546 | 78.88 | 29,316 | 81.38 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 20,790 | 10.53 | 1,890 | 12.04 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 14,484 | 0.70 | 1,316 | 2.09 | ||||
| 2025-08-01 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 2,750 | 250 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,961 | 46.78 | 178 | 49.58 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 328,019 | 0.16 | 29,814 | 1.55 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 5,367 | 14.73 | 488 | 16.23 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 2,692 | 0.15 | 245 | 1.67 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 989 | 90 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 30,743 | 79.48 | 2,794 | 82.02 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 5,981 | 2.03 | 544 | 3.43 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,510,565 | 1.89 | 137,295 | 3.31 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 327,863 | 1.79 | 29,799 | 3.21 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 6,101 | 0.20 | 554 | 1.65 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 112,310 | 6.95 | 10,208 | 8.45 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 75,280 | 4.44 | 6,842 | 5.90 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 296 | 492.00 | 27 | 550.00 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 3,969 | 361 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 44,802 | 168.92 | 4,072 | 172.74 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 4,122 | 14.82 | 375 | 16.51 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 13,482 | 12.74 | 1,225 | 14.27 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3,184 | 289 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 29,052 | 2,641 | ||||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 44,047 | 1.13 | 4,063 | 7.06 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 39,054 | 130.24 | 3,550 | 133.49 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 12,547 | 1.04 | 1,140 | 2.43 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5,125 | 0.06 | 466 | 1.31 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4,485 | 4.50 | 408 | 5.99 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 816 | 74 | ||||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 12,108 | 1,100 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 19,020 | 26.46 | 1,729 | 28.19 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 9,655 | 29.58 | 878 | 35.13 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 23,054 | 9.30 | 2,095 | 10.85 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 975,950 | 2.40 | 88,750 | 3.82 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5,948,053 | 0.25 | 540,619 | 1.65 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 47,384 | 4.37 | 4,307 | 5.82 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 5,834 | 53.89 | 530 | 56.34 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 67,920 | 3.85 | 6,173 | 5.31 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 3,941 | 358 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5,123 | 1.49 | 466 | 2.88 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 66,556 | 4.64 | 6,049 | 6.10 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 115,347 | 5.52 | 10,484 | 6.99 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 13,439 | 2.87 | 1,221 | 4.27 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 16,183 | 3.06 | 1,471 | 4.48 | ||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 104,076 | 3.41 | 9,459 | 4.86 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 350 | 32 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 72,952 | 0.86 | 6,631 | 2.27 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 105,209 | 7.11 | 9,562 | 8.61 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 445 | 40 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,714,227 | 1.48 | 155,806 | 2.90 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 3,753 | 3.50 | 341 | 4.92 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 5,198 | 466 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 3,100 | 282 | ||||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 2,484 | 0.08 | 226 | 1.35 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 33,778 | 0.07 | 3,070 | 1.49 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 2,231 | 203 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 5,544 | 511 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 660 | 547.06 | 60 | 555.56 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 18,847 | 11.79 | 1,713 | 13.37 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 441,872 | 5.95 | 40,162 | 7.42 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 58,464 | 7.65 | 5,308 | 9.11 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 68,187 | 491.75 | 6,198 | 500.48 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 78 | 1.32 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 430,311 | 1.12 | 39,111 | 3.72 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 6,895 | 1.31 | 627 | 2.62 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 13,823 | 10.20 | 1,256 | 11.74 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 55,795 | 4.35 | 5,071 | 5.78 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 21,600 | 1,963 | ||||||
| 2025-08-14 | 13F | Dagco, Inc. | 79,958 | 7,267 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 16,738 | 43.26 | 1,521 | 45.27 |
