Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF meliputi Wesbanco Bank Inc, GGM Financials LLC, BHILX - BHILL Fund Managed Account Completion Shares, Kaydan Wealth Management, Inc., Vaughan David Investments Inc/il, Gibbs Wealth Management, Tradewinds, LLC., Putnam Fl Investment Management Co, Sollinda Capital Management LLC, RMB Capital Management, LLC, Evolution Wealth Management Inc., Fund Evaluation Group, LLC, BRMSX - Bramshill Income Performance Fund Institutional Class, Toth Financial Advisory Corp, Skopos Labs, Inc., dan Strategic Wealth Partners, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,866,514 | 8.68 | 171,618 | 8.73 | ||||
| 2025-08-25 | NP | FVC - First Trust Dorsey Wright Dynamic Focus 5 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,309,386 | 22.97 | 78,393 | 23.03 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 13,092 | 173.49 | 784 | 173.78 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 194,730 | 33.99 | 11,659 | 34.06 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 285,361 | 0.63 | 17,085 | 0.68 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 14,752 | 883 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 4,702 | 33.69 | 282 | 33.81 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 109,706 | 28.84 | 6,568 | 28.91 | ||||
| 2025-08-14 | 13F | Kinloch Capital, LLC | 98,504 | 17.03 | 5,897 | 17.10 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 623 | 0.97 | 0 | |||||
| 2025-08-11 | 13F | Rahlfs Capital, Llc | 7,926 | 56.15 | 475 | 56.44 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 14,841 | 17.31 | 888 | 17.46 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10,627 | 5.36 | 1 | |||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 294,895 | 19.99 | 17,655 | 20.05 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 287,994 | 59.77 | 17,242 | 59.86 | ||||
| 2025-08-07 | 13F | PFG Advisors | 4,849 | 2.89 | 290 | 2.84 | ||||
| 2025-05-06 | 13F | JPL Wealth Management, LLC | 16,490 | 983 | ||||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 3,769 | 226 | ||||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 12,595 | 0.82 | 754 | 0.94 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 3,722 | 223 | ||||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 3,287 | 9.57 | 197 | 9.50 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 112,843 | 6,756 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2,968 | 148,300.00 | 178 | |||||
| 2025-07-09 | 13F | Sterling Manor Financial, LLC | 178,018 | 4.36 | 10,658 | 4.41 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 12,992 | 2.12 | 778 | 2.10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 35,841 | 21.49 | 2,146 | 21.53 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 26,968 | 16.85 | 1,615 | 16.87 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 141 | 8 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 7,251 | 434 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 4,866 | 28.63 | 291 | 28.76 | ||||
| 2025-08-29 | NP | BHILX - BHILL Fund Managed Account Completion Shares | 91,939 | 5,504 | ||||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 20,893 | 823.24 | 1,252 | -7.60 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 97,246 | 2.23 | 5,822 | 2.28 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 10,188 | 38.44 | 610 | 38.41 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 31,873 | 43.17 | 1,908 | 43.24 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 38,663 | 10.62 | 2,315 | 10.66 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 164,220 | 33.51 | 9,832 | 33.57 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 504,975 | 5.15 | 30,233 | 5.20 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 183,347 | 5.46 | 10,977 | 5.52 | ||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 28,399 | 0.67 | 1,700 | 0.71 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 796,214 | 14.10 | 48 | 14.63 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 146,574 | 4.91 | 8,775 | 4.96 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 11,807 | 11.64 | 707 | 11.71 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 94,498 | 10.30 | 5,658 | 10.36 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 27,015 | 5.80 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 86,724 | 5.46 | 5,192 | 5.51 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 124,908 | 51.43 | 7,497 | 51.50 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 52,354 | 839.42 | 3,134 | 841.14 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 7,453 | 0.63 | 0 | |||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 6,085 | 0.28 | 0 | |||||
| 2025-07-25 | NP | LDSF - First Trust Low Duration Strategic Focus ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 123,634 | 5.94 | 7,393 | 5.87 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 628,301 | 31.50 | 38 | 32.14 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 205,925 | 919.53 | 12,329 | 920.53 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,080,875 | 8.31 | 64,712 | 8.36 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 239,929 | 49.95 | 14,365 | 50.03 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 11,357 | 680 | ||||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 9,100 | 82.00 | 547 | 82.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 3,919 | 121.41 | 234 | 122.86 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 47,918 | 60.57 | 2,869 | 60.67 | ||||
| 2025-04-02 | 13F | Clark Asset Management, LLC | 0 | 0 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 64 | 1.59 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6,151 | 2.65 | 368 | 2.79 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 128,610 | 0.08 | 7,700 | 0.13 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 48 | 3 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 450 | 1,566.67 | 27 | 2,500.00 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 5,484 | 0.09 | 328 | 0.31 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 3,349 | 201 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 91,001 | 20.75 | 5,460 | 20.69 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 9,779 | 39.46 | 585 | 39.62 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 70,421 | 7.36 | 4,231 | 7.41 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 89,585 | 7.31 | 5,363 | 7.37 | ||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 122,622 | 16.06 | 7,341 | 16.12 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 52,536 | 6.78 | 3,145 | 6.83 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 208 | 0 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 29,254 | 82.39 | 1,758 | 82.45 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 327,247 | 11.31 | 19,592 | 11.37 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 199,679 | 0.10 | 11,955 | 0.14 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 4,195 | 251 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 15,224 | 117.45 | 911 | 117.94 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 161,039 | 10.72 | 9,641 | 10.78 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 270,709 | 6.43 | 16,218 | 6.56 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 71,000 | 3.22 | 4,251 | 3.26 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 29,962 | 0.00 | 1,794 | 0.06 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 231,774 | 4.97 | 13,877 | 5.02 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 199,991 | 11.62 | 11,973 | 11.68 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 43,630 | 6.81 | 2,612 | 6.87 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 27 | 3.85 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 332 | 20 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 393,876 | 108.08 | 23,581 | 108.18 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 155,331 | 11.21 | 9,300 | 11.26 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 115,557 | 6,918 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 11,268 | 0.93 | 675 | 0.90 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 7,315 | 0.94 | 438 | 0.92 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 373 | 15.84 | 22 | 15.79 | ||||
| 2025-07-23 | 13F | GGM Financials LLC | 143,053 | 8,565 | ||||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 18,477 | 0.06 | 1,106 | 0.18 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 58,894 | 870.09 | 3,526 | 871.07 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 5,707 | 342 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 33,267 | 4.97 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 26,246 | 2.41 | 1,571 | 2.48 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 61,834 | 213.37 | 3,702 | 213.64 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 6,789 | 0.34 | 406 | 0.50 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 19,252 | 19.86 | 1,156 | 19.94 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 25,318 | 1.09 | 1,519 | 1.33 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 98,733 | 198.69 | 5,911 | 198.99 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 4,133 | 247 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 305 | 15.09 | 18 | 20.00 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 245,957 | 2.05 | 14,725 | 2.10 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 1,566,530 | 32.32 | 93,678 | 32.06 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 6,950 | 416 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 77,954 | 3.18 | 4,668 | 3.27 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 10,896 | 652 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 334,131 | 661.22 | 20,004 | 659.45 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 15,549 | 4.31 | 931 | 4.38 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 49,724 | 39.51 | 2,977 | 39.59 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 80,157 | 2.47 | 4,799 | 2.52 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 45,145 | 5.46 | 2,703 | 5.51 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 127,115 | 3.39 | 7,610 | 3.44 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 20,631 | 1,235 | ||||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 265 | 1,666.67 | 16 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 353,325 | 11.28 | 21,163 | 11.33 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 71,037 | 26.22 | 4,253 | 26.28 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 14,798 | 21.81 | 886 | 21.90 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 30,883 | 3.50 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 50,716 | 88.49 | 3,036 | 88.57 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 12,071 | 65.65 | 725 | 66.44 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 165,894 | 9,932 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 4,021 | 242 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 10,379 | 117.77 | 621 | 117.89 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 536,817 | 3.18 | 32,139 | 3.23 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 14,354 | 0.36 | 859 | 0.47 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 17,085 | 0.68 | 1,023 | 0.69 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 25,000 | 1 | ||||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 338,581 | 4.20 | 20,271 | 4.25 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 296,336 | 2.95 | 17,742 | 3.01 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 21,890 | 320.64 | 1,311 | 321.22 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 27,103 | 26.55 | 1,623 | 26.62 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 116,759 | 6.16 | 7,001 | 6.37 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 7,269,919 | 0.02 | 435,250 | 0.07 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 23,503 | 156.47 | 1,407 | 156.75 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 110,561 | 6,619 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 54,751 | 4.08 | 3,278 | 4.13 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 4,990 | 7.13 | 299 | 7.19 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 97,650 | 211.47 | 5,846 | 211.62 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 41,723 | 10.88 | 2,507 | 10.93 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 71,278 | 0.08 | 4,283 | 0.12 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 51,331 | 604.23 | 3,073 | 604.82 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 58,200 | 16.40 | 3,484 | 16.44 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 120,893 | 10.40 | 7,238 | 10.45 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 298,967 | 3.34 | 17,959 | 3.37 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 59,284 | 20.01 | 3,549 | 20.06 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 132,086 | 155.05 | 8 | 133.33 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 13 | 1 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 29,115 | 13.81 | 1,743 | 13.92 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 28,327 | 8.17 | 1,696 | 8.17 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 50,018 | 0.01 | 3 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 312,935 | 21.90 | 18,735 | 21.96 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 1,442,892 | 22.18 | 86,386 | 22.24 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 37,290 | 1.18 | 2,233 | 1.22 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 4,552 | 6.93 | 273 | 7.09 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 6,109 | 7.88 | 366 | 7.99 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 155,332 | 170.49 | 9,300 | 170.63 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 25,860 | 6.94 | 1,548 | 6.69 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 49,483 | 2,963 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 48,242 | 50.99 | 2,888 | 51.13 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 23,502 | 22.25 | 1,407 | 22.35 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 24,609 | 1,473 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 49,768 | 5.03 | 2,980 | 5.08 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4,393 | 1,399.32 | 263 | 1,447.06 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 5,923 | 1.11 | 355 | 1.14 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 21,287 | 4.67 | 1,274 | 4.77 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 12,041 | 721 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 9,779 | 82.27 | 585 | 82.24 | ||||
| 2025-05-30 | NP | BRMSX - Bramshill Income Performance Fund Institutional Class | 438 | 26 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 8,209 | 108.88 | 491 | 108.94 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 225,820 | 18.80 | 13,520 | 18.85 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3,770 | 226 | ||||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 49,935 | 2.32 | 2,990 | 2.36 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 194,577 | 4.35 | 11,649 | 4.41 | ||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 1,065,893 | 63,815 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,501,150 | 4.60 | 149,744 | 4.65 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 15,356 | 3.47 | 919 | 3.49 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 405 | 1.25 | 24 | 4.35 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 21,662 | 16.14 | 1,297 | 16.13 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 20 | 0.00 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 33,227 | 14.26 | 1,989 | 14.31 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 42,372 | 668.86 | 2,537 | 668.79 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 6,964 | 9.34 | 417 | 9.19 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 64,188 | 3,843 | ||||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 39,497 | 7.04 | 2,365 | 7.07 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 267,748 | 6.89 | 16,030 | 6.95 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 10,744 | 0.40 | 643 | 0.47 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 4,439 | 3.93 | 266 | 3.92 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 65,663 | 2.31 | 4 | 0.00 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 1,165,643 | 1,243.88 | 69,717 | 1,244.85 |
