Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF meliputi TDSC - Cabana Target Drawdown 10 ETF, Marshall Wace, Llp, CLSM - Cabana Target Leading Sector Moderate ETF, JFLI - JPMorgan Flexible Income ETF, Blue Rock Wealth Management LLC, 21 West Wealth Management LLC, Hsbc Holdings Plc, Quantinno Capital Management LP, Ballast, Inc., Financial Advisory Service, Inc., Ping Capital Management, Inc., Concord Asset Management, LLC/VA, Tactive Advisors, LLC, Midwest Trust Co, Slagle Financial, LLC, Bradley Foster & Sargent Inc/ct, Abel Hall, LLC, J.Safra Asset Management Corp, Claris Financial LLC, dan Natixis Advisors, L.p. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 52 | 1.96 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3,804 | 207 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 21,279 | 196.61 | 1,158 | 211.86 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 7,291 | 2.07 | 397 | 7.32 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 29,163,134 | 31.75 | 1,586,475 | 38.41 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 7,599 | 3.19 | 413 | 8.40 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 19,178 | 27.74 | 1,043 | 34.23 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 29,342 | 8.03 | 1,596 | 13.51 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3,280 | 6.15 | 178 | 11.25 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 4,842 | 263 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 452,088 | 4,392.58 | 24,591 | 4,619.96 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 20,831 | 1,133 | ||||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 12,039 | 2,307.80 | 655 | 2,516.00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 402 | 21 | ||||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 10,410 | 566 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 82,028 | 14.44 | 4,462 | 20.24 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 73,562 | 8.89 | 4,002 | 14.38 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 6,631 | 44.59 | 370 | 57.02 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 444 | 36.20 | 24 | 50.00 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 104,442 | 1.32 | 5,686 | 6.44 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 5,000 | 272 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 29,742 | 0.61 | 1,618 | 5.69 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 97,766 | 5,318 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 141 | 8 | ||||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 44,351 | 2.16 | 2,413 | 7.34 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 912 | 21.44 | 50 | 28.95 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 45,890 | 61.66 | 2,496 | 69.91 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 186,009 | 4.52 | 10,119 | 9.81 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4,085 | 4.13 | 222 | 9.36 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9,828 | 9.70 | 535 | 15.33 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 16,897 | 917 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 4,408 | 240 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 249,572 | 5.97 | 12,923 | -2.68 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 3,750 | 204 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,383 | 0.58 | 75 | 5.63 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 14,840 | 243.44 | 802 | 259.19 | ||||
| 2025-08-05 | 13F | Ring Mountain Capital, LLC | 48,821 | 19.00 | 2,670 | 25.71 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 121,932 | 3.39 | 6,633 | 8.61 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 15,536 | 24.68 | 845 | 31.01 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 161,199 | 21.12 | 8,769 | 27.25 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 161,006 | 0.67 | 8,759 | 5.76 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 115 | 6 | ||||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 10,348 | 1.52 | 563 | 6.64 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 14,400 | 185.37 | 783 | 200.00 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 7,051 | 11.00 | 365 | 1.96 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 14,086 | 0.99 | 766 | 6.09 | ||||
| 2025-07-28 | 13F | Melia Wealth LLC | 13,101 | 46.64 | 713 | 54.11 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 29,197 | 0.86 | 1,588 | 6.01 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 9,665 | 5.16 | 526 | 10.53 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 72,669 | 26.86 | 3,953 | 33.28 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 2,575,311 | 1.75 | 140,097 | 6.90 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 58,253 | 255.98 | 3,169 | 274.03 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 24,156 | 1,311 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 12,249 | 48.15 | 666 | 55.61 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 5,631 | 34.30 | 306 | 41.01 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 169 | 69.00 | 9 | 80.00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 75,404 | 20.99 | 4,102 | 27.12 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 152,722 | 37.58 | 8,308 | 32.76 | ||||
| 2025-08-28 | NP | YFYA - Yields for You Income Strategy A ETF | 23,198 | 131.26 | 1,262 | 142.97 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 134,890 | 25.01 | 7,338 | 31.34 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 9,355 | 78.19 | 509 | 87.45 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 74,670 | 35.96 | 4,062 | 42.88 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 10 | 233.33 | 1 | |||||
| 2025-08-12 | 13F | Argent Trust Co | 248,026 | 4.34 | 13,493 | 9.62 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 19,871,597 | 1.81 | 1,081,015 | 6.96 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 377,556 | 1.20 | 20,539 | 6.32 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 142,058 | 20.86 | 7,728 | 26.96 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 2,277 | 111.62 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 27,900 | 12.05 | 1,518 | 17.69 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 23,235 | 60.10 | 1,264 | 68.18 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 31,816 | 20.76 | 1,731 | 26.83 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 87 | 20.83 | 5 | 33.33 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 963,763 | 14.23 | 52,429 | 20.01 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 9,544 | 65.58 | 519 | 74.16 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 13,083 | 37.69 | 712 | 44.51 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Yield ETF | 149,320 | 17.36 | 7,859 | 8.19 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 6,017 | 33.39 | 327 | 40.34 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1,935 | 73.54 | 105 | 84.21 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 3,700 | 201 | ||||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 125,177 | 6.77 | 6,810 | 12.17 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,221,602 | 9.16 | 66 | 15.79 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 34,613 | 46.93 | 1,907 | 56.44 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 47,785 | 8.52 | 2,600 | 13.99 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 15 | 1 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4,489 | 68.06 | 244 | 76.81 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 10,065 | 548 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1,333 | 73 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 73,694 | 5.83 | 4,009 | 11.12 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1,091 | 3.31 | 59 | 9.26 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3,589,375 | 10.12 | 195,284 | 15.68 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 116,700 | 3.35 | 6 | 20.00 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 4,680 | 4.67 | 255 | 9.96 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 115,529 | 35.75 | 6 | 50.00 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 19,418 | 58.70 | 1,056 | 66.82 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 133,580 | 9.25 | 7,267 | 14.79 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 44,930 | 7.59 | 2,444 | 13.04 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 7,807 | 917.86 | 421 | 976.92 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 35,665 | 4.37 | 1,940 | 9.67 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 16,289 | 159.09 | 843 | 142.24 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 4,299 | 234 | ||||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 49,185 | 21.47 | 2,676 | 27.62 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 17,142 | 23.37 | 933 | 29.62 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 13,514 | 50.89 | 700 | 38.69 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 18,590 | 12.33 | 1,011 | 18.11 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 202,930 | 7.45 | 11,043 | 12.89 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 6,693 | 3.69 | 364 | 8.98 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 7,975 | 0.15 | 434 | 11.60 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 20,278 | 33.52 | 1,103 | 40.33 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 62,322 | 133.50 | 3,390 | 145.30 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 5,692 | 17.75 | 310 | 23.60 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 24,801 | 39.84 | 1,349 | 46.95 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 28,386 | 20.91 | 1,544 | 27.08 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,932,166 | 4.35 | 105,110 | 12.12 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 475,953 | 61.79 | 25,892 | 69.98 | ||||
| 2025-07-23 | 13F | Matisse Capital | 4,200 | 228 | ||||||
| 2025-08-12 | 13F | Trexquant Investment LP | 5,297 | 288 | ||||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 376,601 | 6.85 | 20,487 | 13.34 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 99,433 | 20.61 | 5,409 | 26.73 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 174,161 | 45.78 | 9,474 | 53.18 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2,859,312 | 4.23 | 156 | 9.15 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 139,472 | 5.33 | 7,587 | 10.66 | ||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 9,749 | 3.65 | 530 | 8.83 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 14,527 | 8.02 | 1 | |||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 93,859 | 9.67 | 5,106 | 15.21 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 213 | 0 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 273,244 | 27.27 | 14,864 | 33.72 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 26,556 | 61.21 | 1,445 | 69.48 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7,807 | 16.56 | 425 | 22.54 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 6,367 | 10.00 | 346 | 15.72 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 38,550 | 3.35 | 2,097 | 8.60 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 57,285 | 6.39 | 3,116 | 11.80 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 35,513 | 26.44 | 1,932 | 32.81 | ||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 199,311 | 17.64 | 10,843 | 23.60 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 3,916 | 0.59 | 203 | -7.76 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 172 | 9 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 19,862 | 10.11 | 1,080 | 15.63 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 131,581 | 8.90 | 7,158 | 14.42 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 4,360 | 99.00 | 237 | 109.73 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 639,032 | 14.08 | 34,763 | 19.85 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 333 | 150.38 | 18 | 200.00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 31,538 | 49.05 | 1,716 | 56.62 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 30,627 | 19.06 | 1,666 | 25.08 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 9,078 | 19.75 | 494 | 25.77 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 246,772 | 12.88 | 13,424 | 18.59 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 8,945 | 487 | ||||||
| 2025-08-01 | 13F | Planning Directions Inc | 40,182 | 1.93 | 2,186 | 7.06 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 11,761 | 29.03 | 640 | 35.67 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 118,255 | 17.33 | 6,433 | 23.28 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 1,741 | 789 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 12,268 | 2.13 | 667 | 7.41 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,107,341 | 2.11 | 60 | 7.14 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,677 | 418 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 585,233 | 20.58 | 31,837 | 26.68 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 7,144 | 47.03 | 391 | 55.38 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1,024 | 56 | ||||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 12,932 | 703 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 89,874 | 71.28 | 4,889 | 79.94 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 246,970 | 4.26 | 13,435 | 9.54 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 10,491 | 571 | ||||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 6,040 | 28.10 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 25,310 | 133.81 | 1,377 | 145.71 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 17,118 | 931 | ||||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 12,477 | 22.74 | 1 | |||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 24,264 | 0.51 | 1,320 | 5.52 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 5,324 | 290 | ||||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 33,256 | 13.44 | 1,809 | 19.25 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 73,713 | 73.54 | 4,010 | 82.31 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 268,571 | 71.29 | 14,610 | 79.97 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 33,598 | 162.38 | 1,828 | 175.57 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 3,970 | 216 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 15,087 | 19.67 | 821 | 25.77 | ||||
| 2025-07-17 | 13F | Forefront Wealth Management Inc. | 117,618 | 45.87 | 6,398 | 53.25 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 58,188 | 8.71 | 3,165 | 18.45 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 8,057 | 438 | ||||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 152,249 | 13.25 | 8,282 | 18.99 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 62,277 | 9.63 | 3,388 | 15.16 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 157 | 8.28 | 9 | 14.29 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 12,888 | 701 | ||||||
| 2025-07-30 | 13F | Private Capital Advisors, Inc. | 7,886 | 429 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15,813 | 860 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 26,372 | 31.10 | 1,435 | 37.75 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 72,696 | 1,248.47 | 3,955 | 1,317.20 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 746 | 1.91 | 41 | 8.11 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 7,548 | 83.47 | 411 | 92.49 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 8,479 | 50.02 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 67,147 | 113.84 | 3,653 | 124.74 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 2,197 | 114 | ||||||
| 2025-07-17 | 13F | MBA Advisors LLC | 20,953 | 1.61 | 1,140 | 6.75 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 2,799 | 154 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1,918 | 3.96 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 743 | 119.17 | 40 | 135.29 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 18,393 | 16.21 | 1,025 | 26.23 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 78,806 | 27.03 | 4 | 33.33 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 4,023 | 219 | ||||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 28,367 | 51.15 | 2 | |||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 800 | 44 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 13,678 | 14.16 | 744 | 20.00 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 34,785 | 9.25 | 1,892 | 14.81 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 10,775 | 0.94 | 585 | 10.80 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 4,340 | 5.98 | 236 | 11.32 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 14,177 | 4.13 | 771 | 9.52 | ||||
| 2025-07-22 | 13F | James Reed Financial Services, Inc. | 427,767 | 8.43 | 23,271 | 13.92 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 39,801 | 1,285.35 | 2,165 | 8.52 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 7,860 | 0.90 | 428 | 5.96 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 3,971 | 216 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 91 | 5 | ||||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 7,955 | 31.16 | 433 | 37.58 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 4,675 | 1.15 | 254 | 6.28 | ||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 3,699 | 201 | ||||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 72,316 | 3,934 | ||||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 6,570 | 0.31 | 357 | 5.31 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 30,226 | 22.24 | 1,644 | 28.44 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,689,508 | 6.51 | 91,909 | 11.90 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 488,640 | 15.21 | 26,582 | 21.03 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 93,962 | 4.94 | 5,126 | 9.34 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15,936 | 15.51 | 867 | 21.29 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 210,400 | 19.07 | 11,446 | 25.10 | |||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1,525 | 134.62 | 83 | 148.48 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 287,571 | 10.62 | 15,644 | 16.21 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 6,336 | 23.70 | 345 | 29.81 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9,974 | 11.63 | 543 | 17.32 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 200 | 11 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 120,495 | 15.53 | 6,555 | 21.37 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 668 | 0.60 | 0 | |||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 8,250 | 0.22 | 449 | 5.16 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 38,912 | 10.59 | 2,117 | 16.20 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 8,000 | 59.46 | 435 | 67.95 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 20,563 | 2.81 | 1,119 | 8.02 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 144,043 | 81.35 | 7,836 | 90.54 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 91,126 | 72.64 | 4,957 | 81.38 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 17,784 | 1.34 | 967 | 6.50 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 28,011 | 22.15 | 1,524 | 28.31 | ||||
| 2025-07-15 | 13F | Herbst Group, Llc | 62,191 | 4.18 | 3,383 | 9.45 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 241,619 | 252.99 | 13,002 | 266.85 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 4,180 | 227 | ||||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 49,919 | 8.08 | 2,716 | 13.55 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 88,380 | 3.05 | 4,808 | 8.27 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 7,956 | 31.81 | 403 | 18.53 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 899,076 | 7.58 | 48,910 | 13.02 | ||||
| 2025-08-14 | 13F | Comerica Bank | 152,312 | 20.71 | 8,286 | 26.82 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 17 | 1 | ||||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 453,041 | 536.03 | 24,645 | 568.25 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 47,863 | 0.84 | 2,604 | 5.94 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 458,264 | 21.67 | 24,930 | 27.82 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 36,770 | 2,000 | ||||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 956,848 | 2.29 | 52,053 | 7.47 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 9,079 | 494 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 800 | 300.00 | 44 | 330.00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 3,770 | 205 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 15,770 | 294.25 | 858 | 314.01 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 19,218 | 1,045 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1,029,437 | 6.21 | 56,001 | 11.58 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 250,976 | 14.05 | 13,653 | 19.83 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 78,486 | 11.21 | 4,270 | 16.83 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 72,778 | 72.55 | 3,959 | 81.27 | ||||
| 2025-06-03 | 13F | Invst, LLC | 5,156 | 267 | ||||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 66,490 | 0.30 | 4 | 0.00 | ||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 401,531 | 35.33 | 21,843 | 42.18 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 16,100 | 876 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 13,109,446 | 20.81 | 713,154 | 26.93 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 25,946 | 38.99 | 1,411 | 46.07 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 12,119 | 51.53 | 659 | 59.18 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 14,205 | 131.31 | 773 | 143.53 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,816,460 | 23.89 | 207,615 | 30.16 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 27,509 | 273.56 | 1,497 | 292.65 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5,592 | 304 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1,668 | 8.88 | 91 | 13.92 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 18,864 | 2.42 | 1,026 | 7.66 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 10,971 | 95.63 | 597 | 88.61 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 109,772 | 13.00 | 5,972 | 18.73 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 5,620 | 306 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 79,481 | 15.53 | 4,324 | 21.36 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,913,522 | 2.49 | 212,896 | 7.67 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 5,307 | 31.46 | 289 | 37.80 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 16,064 | 1 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 15,271 | 9.41 | 822 | 10.20 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 143,292 | 44.43 | 7,795 | 51.74 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 40,167 | 133.10 | 2,185 | 131.71 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 67,689 | 4.11 | 3,682 | 9.39 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 20,148 | 1,084 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 87,027 | 68.99 | 4,780 | 80.38 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 4,086 | 123.89 | 222 | 136.17 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 282 | 15 | ||||||
| 2025-08-14 | 13F | Helium Advisors LLC | 15,764 | 43.05 | 858 | 50.35 | ||||
| 2025-08-05 | 13F | Corps Capital Advisors, LLC | 10,462 | 121.42 | 569 | 133.20 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 8,313 | 3.94 | 452 | 9.18 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 605,657 | 4.16 | 33,514 | 11.31 | ||||
| 2025-07-10 | 13F | Security National Bank | 32,442 | 14.03 | 1,765 | 19.76 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 91,530 | 7.91 | 4,979 | 13.39 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 53,309 | 17.41 | 2,900 | 23.31 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 1,144,011 | 22.20 | 62,234 | 28.38 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 611 | 33 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 223,689 | 3.29 | 12,169 | 8.51 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 465,775 | 6.76 | 25,338 | 12.16 | ||||
| 2025-07-21 | 13F | Ping Capital Management, Inc. | 21,700 | 1,180 | ||||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 28,201 | 1.23 | 1,534 | 6.38 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 72,736 | 30.68 | 4,006 | 40.91 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 41,039 | 20.51 | 2,233 | 26.60 | ||||
| 2025-08-07 | 13F | Commerce Bank | 4,100 | 223 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 221 | 12 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 17,096 | 3.73 | 930 | 9.03 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 12,315 | 0.42 | 670 | 5.35 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 2,834 | 2.83 | 0 | |||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 33,277 | 17.58 | 1,810 | 23.55 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 92,097 | 3.67 | 5,010 | 8.94 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 9,609 | 9.94 | 523 | 15.49 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 18,509 | 1,007 | ||||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 13,322 | 57.38 | 723 | 64.84 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 10,311 | 0.40 | 1 | |||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 35,696 | 12.64 | 1,942 | 18.35 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1,162 | 63 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 48,796 | 1.13 | 2,655 | 6.24 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 3,329 | 1.28 | 181 | 6.47 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 | 0 | ||||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 17,827 | 5.20 | 970 | 10.49 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 26,424 | 37.38 | 1,437 | 44.42 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 144,432 | 6.19 | 7,857 | 11.57 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 19,348 | 3.03 | 1,053 | 8.23 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 404,400 | 1,932.16 | 21,999 | 2,035.83 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 85,969 | 6.00 | 4,677 | 11.36 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 9,817 | 4.25 | 534 | 9.65 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 86,301 | 9.45 | 4,695 | 14.99 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 31 | 158.33 | 2 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 450,808 | 541.14 | 24,524 | 573.71 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 17,919 | 9.24 | 975 | 14.72 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 7,972 | 41.15 | 434 | 48.29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 19 | 1 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 8,759 | 32.49 | 476 | 39.18 | ||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 4,243 | 231 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 676 | 29.25 | 35 | 20.69 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 91,619 | 3.08 | 4,984 | 8.30 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 543,050 | 5.72 | 29,542 | 11.06 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 4,478 | 3.47 | 244 | 8.48 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 11,576 | 630 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 73,954 | 20.66 | 4,023 | 26.79 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 22,994 | 15.75 | 1,251 | 21.60 | ||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 320,418 | 7.42 | 17,431 | 12.85 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1,608 | 3.21 | 87 | 8.75 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 37,649 | 161.56 | 2,048 | 174.90 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 314,165 | 4.99 | 16,974 | 9.55 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 7,000 | 381 | ||||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 10,683 | 106.36 | 581 | 116.79 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 16,118 | 877 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 11,136,811 | 15.97 | 605,843 | 21.83 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 128,057 | 555.86 | 6,966 | 589.02 | ||||
| 2025-04-09 | 13F | Selway Asset Management | 4,000 | 207 | ||||||
| 2025-07-10 | 13F | Financial Management Network Inc | 3,757 | 203 | ||||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 24,164 | 39.64 | 1,315 | 46.65 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 31,178 | 5.27 | 1,696 | 15.37 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 68,517 | 32.92 | 3,727 | 39.64 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 78,966 | 29.09 | 4,296 | 35.62 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 124,126 | 2,613.73 | 6,752 | 2,761.02 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 19,299 | 20.23 | 1,051 | 26.35 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 3,843 | 209 | ||||||
| 2025-07-18 | 13F | Cooper Financial Group | 18,872 | 2.62 | 1,027 | 7.77 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 9,514 | 19.57 | 518 | 25.49 | ||||
| 2025-08-04 | 13F | ELCO Management Co., LLC | 10,900 | 73.02 | 593 | 81.60 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 8,159 | 0.11 | 444 | 4.98 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 39,838 | 6.53 | 2,167 | 11.93 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 855,800 | 400.18 | 46,556 | 425.51 | |||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 71,872 | 55.08 | 3,910 | 62.94 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,400 | 41.84 | 76 | 49.02 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 250 | 14 | ||||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 6,966 | 3.48 | 379 | 8.62 | ||||
| 2025-06-24 | NP | JFLI - JPMorgan Flexible Income ETF | 127,514 | 6,547 | ||||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 113,899 | 5,898 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 11,023 | 23.55 | 600 | 29.93 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 2,437 | 10.92 | 133 | 7.32 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 332 | 17 | ||||||
| 2025-06-26 | NP | CLSM - Cabana Target Leading Sector Moderate ETF | 234,077 | 12,018 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 2,137 | 0.47 | 116 | 5.45 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 20,996 | 17.42 | 1,142 | 23.46 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 100 | 5 | ||||||
| 2025-07-14 | 13F | Caitlin John, LLC | 4,790 | 3.17 | 261 | 8.33 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,300,787 | 40.62 | 70,763 | 47.73 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 162,880 | 146.55 | 8,861 | 159.06 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 50,236 | 6.46 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 574,739 | 8.73 | 31,266 | 14.24 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 34,730 | 369.51 | 1,889 | 393.21 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 4,071 | 0.42 | 221 | 5.74 | ||||
| 2025-09-03 | 13F | American Trust | 42,492 | 260.80 | 2,312 | 279.47 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 4,866 | 14.06 | 265 | 20.00 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 254,129 | 3.68 | 13,699 | 7.94 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 16,336 | 27.94 | 889 | 34.34 | ||||
| 2025-07-15 | 13F | Xcel Wealth Management, LLC | 12,659 | 18.59 | 689 | 24.64 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 16,297 | 28.60 | 887 | 35.06 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 143,435 | 5.60 | 8 | 0.00 | ||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 36,204 | 45.01 | 1,969 | 52.40 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 51,177 | 0.24 | 2,784 | 5.33 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 128,949 | 3.34 | 7,122 | 10.22 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 34,451 | 24.58 | 1,873 | 30.82 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 9,680 | 527 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 7,422 | 404 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 4,608 | 0.85 | 251 | 5.93 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 22,705 | 21.96 | 1,235 | 28.25 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 5,037 | 9.22 | 274 | 15.13 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 628,401 | 6.27 | 34 | 13.33 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 4,833 | 263 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 2,302 | 63.15 | ||||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 38,666 | 0.56 | 2,103 | 5.68 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 462 | 26 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 41,628 | 2.98 | 2,265 | 8.17 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 5,843 | 318 | ||||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 41,768 | 1.51 | 2,272 | 6.67 | ||||
| 2025-07-16 | 13F | Novem Group | 16,839 | 5.34 | 916 | 10.76 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 11,370 | 25.75 | 619 | 32.05 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 101,173 | 12.25 | 5,504 | 17.91 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 6,096 | 0.33 | 332 | 5.41 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 702,445 | 65.97 | 38,213 | 74.37 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 31,363 | 13.06 | 1,706 | 18.80 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 13,354 | 44.98 | 726 | 52.52 | ||||
| 2025-08-06 | 13F | Carnegie Lake Advisors LLC | 7,690 | 2.33 | 0 | |||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 17,617 | 22.95 | 958 | 18.71 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 34,441 | 9.20 | 1,874 | 12.76 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 18,738 | 10.49 | 1,019 | 16.06 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 72,987 | 23.82 | 3,970 | 30.08 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 27,885 | 1,517 | ||||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 42,148 | 0.11 | 2,293 | 5.14 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,081 | 59 | ||||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 18,647 | 4.79 | 1,014 | 10.10 | ||||
| 2025-08-05 | 13F | Greater Midwest Financial Group, LLC | 79,819 | 4,342 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 159,558 | 12.42 | 8,680 | 18.10 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 12,045 | 8.05 | 655 | 13.52 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 2,043 | 9.31 | 111 | 15.63 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 87,061 | 31.02 | 4,736 | 37.67 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 5,562 | 306 | ||||||
| 2025-07-23 | 13F | Abel Hall, LLC | 17,100 | 930 | ||||||
| 2025-06-26 | NP | TDSC - Cabana Target Drawdown 10 ETF | 309,619 | 15,896 | ||||||
| 2025-08-14 | 13F | BancorpSouth Bank | 72,752 | 35.55 | 3,958 | 42.39 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 12,673 | 15.22 | 689 | 21.09 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 36,606 | 17.21 | 1,895 | 7.67 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 31,674 | 79.23 | 1,723 | 88.31 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 9,700 | 41.61 | 528 | 48.87 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 52,098 | 32.92 | 2,698 | 22.09 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 14,811 | 57.60 | 806 | 65.64 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 20,762 | 0.18 | 1,129 | 5.22 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 6,120 | 0.96 | 333 | 6.07 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 63,923 | 7.76 | 3,477 | 13.22 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4,109 | 720.16 | 224 | 792.00 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 54,595 | 6.77 | 2,970 | 12.16 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 55,052 | 36.04 | 2,995 | 42.91 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 4,899 | 0.39 | 267 | 5.56 | ||||
| 2025-07-30 | NP | HCYAX - HILTON TACTICAL INCOME FUND Investor Class | 125,590 | 26.04 | 6,610 | 18.50 | ||||
| 2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 4,600 | 12.20 | 250 | 17.92 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 102,986 | 37.78 | 5,333 | 25.52 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 38,441 | 119.73 | 2,091 | 131.05 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 69,141 | 2.71 | 3,761 | 7.92 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 13,464 | 4.28 | 732 | 9.58 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 106 | 3.92 | 6 | 0.00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 213 | 12 | ||||||
| 2025-07-17 | 13F | XML Financial, LLC | 7,355 | 21.97 | 400 | 28.21 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 200 | 100.00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 94,658 | 16.39 | 5 | 25.00 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 16,578 | 0.69 | 1 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 64,307 | 15.76 | 3,498 | 21.63 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3,767,295 | 2.66 | 204,941 | 7.85 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 7,569,893 | 11.34 | 411,802 | 16.98 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 7,061 | 384 | ||||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 3,840 | 209 | ||||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 91,372 | 19.78 | 5 | 33.33 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 5,975 | 41.12 | 325 | 48.40 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11,700 | 32.16 | 636 | 38.86 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 269,227 | 2.03 | 14,646 | 7.19 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 271,414 | 14,765 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 251,698 | 33.34 | 13,692 | 40.13 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 33,820 | 22.91 | 2 | 0.00 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 233,630 | 21.34 | 12,709 | 17.07 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 14,824 | 4.39 | 806 | 9.66 | ||||
| 2025-07-09 | 13F | Bay Rivers Group | 3,915 | 1.29 | 213 | 6.00 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 56,530 | 35.73 | 3,075 | 42.63 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 20,547 | 1.92 | 1,118 | 7.09 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 56,390 | 4.80 | 3,068 | 10.09 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6,043 | 20.45 | 329 | 26.64 | ||||
| 2025-08-07 | 13F | Searle & Co. | 7,490 | 2.28 | 407 | 7.39 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 8,031 | 2.21 | 437 | 7.39 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 3,800 | 207 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3,693,167 | 15.52 | 201,043 | 21.59 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 37,317 | 354.64 | 2,030 | 377.65 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 107,473 | 3.04 | 5,847 | 8.26 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 53,937 | 9.33 | 2,934 | 14.88 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 60,443 | 23.87 | 3,288 | 30.17 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 633,262 | 11.27 | 34,449 | 16.90 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 98,599 | 17.98 | 5,364 | 23.94 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 13,580 | 7.10 | 739 | 12.50 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 46,330 | 3.25 | 2,509 | 8.01 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 9,694 | 3.67 | 527 | 8.88 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 683,996 | 29.35 | 37,209 | 35.90 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3,115 | 89.71 | 169 | 125.33 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 849,349 | 18.04 | 46,205 | 24.02 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 5,316 | 24.61 | 289 | 31.36 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 5,738 | 0.46 | 302 | 8.27 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 12,516 | 44.91 | 681 | 52.13 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 935 | 0.21 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 211,671 | 17.64 | 11,515 | 23.58 | ||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 16,232 | 1.59 | 883 | 6.77 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 6,752 | 367 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3,506,075 | 3.64 | 190,731 | 8.89 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 56,182 | 24.98 | 3,056 | 31.33 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 4,250 | 3.91 | 220 | -4.35 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 13,372 | 52.21 | 727 | 60.13 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 20,000 | 1,900.00 | 1,088 | 2,033.33 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5,829 | 317 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 904,300 | 91.05 | 49,076 | 100.12 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 802 | 59.76 | 44 | 72.00 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 12,939 | 704 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 778 | 42 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 19,300 | 1,050 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 29,328 | 179.26 | 1,595 | 193.74 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 34,588 | 23.89 | 1,882 | 30.17 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 90,873 | 4,939 | ||||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 40,790 | 6.04 | 2,219 | 11.40 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 12,532 | 1.41 | 682 | 6.57 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 15,638 | 851 | ||||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 18,100 | 9.81 | 985 | 15.36 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 40,197 | 2.01 | 2,187 | 7.16 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 41,274 | 302.87 | 2,245 | 323.58 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 34,089 | 26.32 | 1,855 | 32.71 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 40,183 | 27.79 | 2,186 | 34.21 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 39,208 | 21.21 | 2,133 | 27.36 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 38,074 | 8.85 | 2,071 | 14.36 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 39,837 | 35.56 | 2,167 | 42.47 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 14,840 | 28.11 | 807 | 34.72 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 201,234 | 194.90 | 10,947 | 209.85 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 19,524 | 18.60 | 1,062 | 24.65 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 252,941 | 1.35 | 13,760 | 6.48 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 17,041 | 6.71 | 927 | 12.23 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 167,391 | 60.63 | 9,106 | 68.79 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 107,707 | 10.33 | 5,859 | 15.93 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 35,974 | 1,957 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 44,056 | 2,397 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 382,228 | 25.79 | 20,793 | 32.16 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 12,284 | 18.24 | 668 | 24.39 | ||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 32 | 2 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 172,809 | 2.92 | 9,401 | 8.13 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 4,490 | 244 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 51,902 | 75.89 | 3 | 100.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 112,368 | 5.85 | 6,113 | 11.57 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 65,613 | 19.09 | 3,569 | 25.14 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 222 | 12 |
