Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund meliputi Destination Wealth Management, RiverFront Investment Group, LLC, Creative Financial Designs Inc /adv, DYFI - IDX DYNAMIC FIXED INCOME ETF, Hancock Whitney Corp, MBL Wealth, LLC, Avondale Wealth Management, O'Connor Financial Group LLC, SIRAX - Sierra Tactical All Asset Fund Class A, IAG Wealth Partners, LLC, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, Proficio Capital Partners LLC, Centennial Wealth Advisory LLC, IronOak Wealth LLC., Slagle Financial, LLC, SlateStone Wealth, LLC, True Wealth Design, LLC, Merkkuri Wealth Advisors LLC, Tradewinds, LLC., dan FOPC - Frontier Asset Opportunistic Credit ETF .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 62,523 | 1,659 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 888,534 | 10.63 | 23,582 | 11.43 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5,771 | 1.00 | 153 | 3.38 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 9,564 | 21.02 | 254 | 21.63 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 88,858 | 10.09 | 2,358 | 10.91 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 100,390 | 10.92 | 2,650 | 13.20 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 25,763 | 10.49 | 684 | 11.24 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 200,572 | 18.10 | 5,323 | 18.95 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 19,687 | 90.36 | 522 | 91.91 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 981,818 | 134.97 | 26,057 | 136.67 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 40,699 | 29.15 | 1,080 | 30.12 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 26,359 | 155.66 | 700 | 157.93 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 260,056 | 36.01 | 6,902 | 36.98 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 14,145 | 375 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 240,508 | 12.68 | 6,383 | 13.50 | ||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 943,674 | 0.70 | 25,045 | 1.43 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 71,349 | 0.22 | 1,894 | 0.96 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 393,959 | 55.86 | 10,397 | 56.10 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 84,780 | 699.81 | 2,250 | 706.45 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,488 | 52.71 | 93 | 53.33 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 9,829 | 261 | ||||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 8,932 | 237 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 12,073 | 0.67 | 320 | 1.59 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 38,651 | 3.23 | 1,026 | 3.96 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,336,115 | 216.26 | 35 | 218.18 | ||||
| 2025-08-14 | 13F | Clg Llc | 218,217 | 26.85 | 5,791 | 27.78 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 570 | 38.78 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 383,736 | 357.25 | 10,184 | 360.61 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 78,336 | 84.57 | 2 | 100.00 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 175,100 | 4,647 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 44,243 | 211.31 | 1,174 | 213.90 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 5,774 | 48.01 | 153 | 50.00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 19 | 1 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 41,534 | 1,102 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1,911,565 | 43.03 | 50,733 | 44.06 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 2,611,862 | 7.70 | 69,319 | 8.48 | ||||
| 2025-06-26 | NP | DYFI - IDX DYNAMIC FIXED INCOME ETF | 333,571 | 8,736 | ||||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 102,886 | 2,731 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 399,620 | 427.20 | 10,606 | 431.05 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 81,565 | 111.29 | 2,165 | 112.78 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 225,902 | 3.94 | 5,995 | 4.70 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 71,894 | 22.33 | 1,908 | 23.26 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 6,027 | 0.12 | 160 | 0.63 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 11,434 | 303 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 356,136 | 17.78 | 9,452 | 18.63 | ||||
| 2025-06-26 | NP | FOPC - Frontier Asset Opportunistic Credit ETF | 60,252 | 1,578 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,430 | 38 | ||||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 136,701 | 31.90 | 3,628 | 32.89 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 21,722 | 23.19 | 577 | 24.14 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 20,865 | 20.89 | 554 | 21.81 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 63,522 | 13.43 | 1,686 | 14.24 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,912 | 51 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 20,460 | 543 | ||||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 14,545 | 386 | ||||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 596,298 | 14.16 | 15,826 | 14.98 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 34,757 | 47.38 | 921 | 48.55 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 497,082 | 30.27 | 13,193 | 31.21 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2,394 | 64 | ||||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 47,097 | 29.30 | 1,250 | 30.24 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 13,890 | 369 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 8,058 | 214 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 11,514,297 | 26.69 | 305,589 | 27.60 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 98,301 | 185.53 | 2,609 | 187.54 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 27,003 | 40.07 | 715 | 41.11 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 16,592 | 440 | ||||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 18,840 | 22.19 | 500 | 23.15 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 62,194 | 21.32 | 1,651 | 22.22 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 26,840 | 712 | ||||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 134,400 | 3,541 | ||||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 24,718 | 19.78 | 656 | 20.81 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,182,749 | 59.22 | 31,390 | 60.37 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 18 | 0 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 120,100 | 3,187 | ||||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 851,162 | 141.55 | 22,590 | 143.28 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 218,635 | 28.77 | 5,803 | 29.68 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 10,443 | 20.78 | 277 | 22.03 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4,531,478 | 43.08 | 120,265 | 44.11 | ||||
| 2025-07-24 | NP | AIHAX - Horizon Active Income Fund Advisor Class | 1,507,157 | 234.47 | 39,518 | 231.19 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 2,237,522 | 21.02 | 59,384 | 21.89 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 77,339 | 51.35 | 2,053 | 52.45 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 382,473 | 25.75 | 10,109 | 27.19 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1,444,498 | 39.51 | 38,337 | 40.51 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 61,199 | 2.18 | 1,624 | 2.92 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 27,593 | 39.15 | 732 | 40.23 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 466,874 | 69.74 | 12,391 | 70.97 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 543,232 | 2,988.48 | 14,417 | 3,013.82 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 44,042 | 0.35 | 1,169 | 1.04 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 81,025 | 81.88 | 2,150 | 83.29 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 336,560 | 12.73 | 8,932 | 13.55 | ||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 11,911 | 3.92 | 316 | 6.04 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 286,350 | 64.15 | 8 | 75.00 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 734,081 | 35.33 | 19,483 | 36.31 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 1,658,862 | 1.32 | 44,026 | 2.05 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 15,078 | 6.03 | 400 | 6.95 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 7,554 | 1.49 | 199 | 4.19 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 1,345,126 | 10.54 | 35,700 | 11.33 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 514,100 | 111.03 | 14 | 116.67 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 132,855 | 1,406.81 | 3,526 | 1,419.83 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 823,280 | 306.72 | 21,850 | 309.69 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 7,648 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 438,300 | 203.48 | 11,632 | 206.75 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 15,100 | 401 | ||||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 67,964 | 31.76 | 1,804 | 32.67 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 76,388 | 2,027 | ||||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 1,820,666 | 48,320 | ||||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 269,722 | 4.85 | 7,158 | 5.61 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 62,523 | 1,659 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 369,984 | 46.62 | 9,819 | 47.68 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 9,733 | 0.13 | 258 | 0.78 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 479 | 13 | ||||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 75,897 | 21.99 | 2,014 | 22.88 | ||||
| 2025-07-16 | 13F | Banque Pictet & Cie Sa | 63,730 | 2.85 | 1,691 | 3.62 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 13,266 | 352 | ||||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 565,023 | 2.33 | 14,996 | 3.07 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 14,549 | 1.09 | 383 | 2.69 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 143,895 | 37.24 | 3,819 | 39.19 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 39,543 | 11.61 | 1,049 | 12.43 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 70,856 | 0.60 | 1,881 | 1.35 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 16,986 | 70.70 | 451 | 71.76 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,749,163 | 73.66 | 72,963 | 74.91 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 19 | 1 | ||||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 1,070,200 | 90.56 | 28,403 | 91.94 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 2,026,502 | 7.06 | 53,783 | 7.84 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 1,707,045 | 23.22 | 45,305 | 24.11 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 34,784 | 12.03 | 923 | 12.84 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 906,592 | 1.04 | 24,061 | 1.76 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 68,271 | 12.50 | 1,812 | 13.33 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 794,814 | 4.14 | 21,094 | 4.89 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 234,849 | 6,195 | ||||||
| 2025-04-23 | 13F | Sabal Trust CO | 205,706 | 540.71 | 5,420 | 551.44 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 262,016 | 5.77 | 6,954 | 6.53 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1,615,193 | 13.39 | 42,867 | 14.21 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 224,129 | 21.43 | 5,948 | 22.31 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 9,022 | 239 | ||||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 3,225,583 | 7.12 | 85,607 | 7.89 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 301,420 | 1.15 | 8,000 | 1.87 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 56,729 | 6.29 | 1,506 | 7.04 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 47,240 | 1,254 | ||||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 805,998 | 36.07 | 21,391 | 37.05 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11,487 | 28.39 | 305 | 29.36 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 98,585 | 20.99 | 2,616 | 21.84 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 235,013 | 7.09 | 6,237 | 7.87 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 540,802 | 5.89 | 14,353 | 6.65 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 243,792 | 6,470 | ||||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 1,030,481 | 0.22 | 27,349 | 0.94 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 12,759 | 339 | ||||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 213,595 | 2.31 | 5,669 | 3.04 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 134,601 | 33.35 | 3,572 | 34.34 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 9,371 | 2.89 | 249 | 3.77 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 75,016 | 95.78 | 1,991 | 97.22 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 137,887 | 660.55 | 3,660 | 667.09 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 14,815 | 68.93 | 393 | 70.13 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 2,265 | 60 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 20,924 | 214.60 | 555 | 217.14 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 17,180 | 455 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 296,424 | 26.82 | 7,867 | 27.73 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 424,814 | 1.82 | 11,275 | 3.43 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 8,434 | 224 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 263,335 | 6,989 | ||||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 19,405 | 59.34 | 515 | 60.94 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 25 | 1 | ||||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 339,140 | 41.91 | 9,001 | 42.93 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 283,213 | 21.55 | 7,516 | 22.43 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 920,747 | 104.20 | 24,437 | 105.67 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 652,040 | 5.33 | 17,305 | 6.09 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 280,615 | 67.82 | 7,448 | 69.02 | ||||
| 2025-08-07 | 13F | PFG Advisors | 179,310 | 43.72 | 4,759 | 44.75 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 125,894 | 11.47 | 3,341 | 12.30 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 27,679 | 67.47 | 735 | 68.74 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 355,650 | 67.40 | 9,439 | 68.60 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 21,380 | 567 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 93,179 | 79.37 | 2,468 | 80.41 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 85,888 | 2,279 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 89,847 | 5.61 | 2,385 | 6.38 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 53,350 | 18.21 | 1,416 | 19.01 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 25,075 | 11,144.39 | 665 | 13,200.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 56,065 | 15.66 | 1,488 | 16.44 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 42,478 | 677.13 | 1,127 | 699.29 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2,903 | 110.06 | 77 | 113.89 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 257,411 | 18.94 | 6,832 | 19.80 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 612,937 | 4.45 | 16,267 | 5.21 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 7,607 | 202 | ||||||
| 2025-08-12 | NP | KAMIX - Kensington Managed Income Fund Institutional Class Shares | 1,477,954 | 483.29 | 39,225 | 487.54 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 87,835 | 248.95 | 2,331 | 251.58 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 57,991 | 4.11 | 1,539 | 4.91 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 50,974 | 204.45 | 1,353 | 206.58 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 441,020 | 70.10 | 11,705 | 71.34 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 1,813,567 | 4.03 | 48,132 | 4.78 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 55,537 | 1,470 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 607,150 | 59.65 | 16 | 60.00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 38,908 | 7.11 | 1,033 | 7.84 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 34,219 | 24.71 | 908 | 25.76 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4,917,874 | 96.70 | 130,520 | 98.12 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 37,706 | 36.49 | 1 | |||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 65,474 | 0.11 | 1,738 | 0.81 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 714,933 | 7.00 | 18,974 | 7.78 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 321,240 | 16.29 | 8,526 | 17.13 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 68,437 | 2 | ||||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 5,500 | 38.75 | 146 | 39.42 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 85 | 2 | ||||||
| 2025-07-11 | 13F | Essex Savings Bank | 12,373 | 328 | ||||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 22,183 | 25.85 | 589 | 26.72 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 351,572 | 13.10 | 9,331 | 13.92 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 496,783 | 13,185 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 4,777,442 | 6.42 | 126,793 | 7.18 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 215,188 | 109.58 | 6 | 150.00 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 238,980 | 56.80 | 6,343 | 57.92 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 150,190 | 17.57 | 3,986 | 18.45 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2,131,205 | 87.47 | 56,562 | 88.83 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 100,904 | 46.53 | 2,678 | 47.57 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 114,820 | 3,047 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 32,121 | 1 | ||||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 200,021 | 6.63 | 5,309 | 7.38 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 8,737,325 | 50.67 | 231,889 | 51.75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2,195,667 | 23.58 | 58 | 26.09 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3,640,171 | 8.92 | 96,610 | 9.71 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 16,534 | 81.97 | 435 | 85.90 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 125,860 | 1,521.49 | 3,340 | 1,537.25 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 36,688 | 14.87 | 974 | 15.70 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 11,445 | 36.02 | 304 | 37.10 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 1,650,219 | 76.74 | 43,368 | 77.95 | ||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 625,339 | 8.55 | 16,595 | 9.33 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 35,450 | 19.97 | 1 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 197,809 | 23.73 | 5,250 | 24.62 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 52,250 | 22.54 | 1,387 | 23.42 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 300,945 | 28.33 | 7,987 | 29.26 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 402,204 | 11.56 | 10,674 | 12.36 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 2,578,071 | 8.48 | 68,422 | 9.26 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,223 | 72.46 | 537 | 74.03 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 2,560,723 | 67,962 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 789,415 | 77.18 | 20,951 | 78.46 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 246,391 | 4.29 | 6,539 | 5.04 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 60,464 | 578.91 | 1,605 | 585.47 | ||||
| 2025-08-14 | 13F | Crestmont Private Wealth LLC | 1,089,199 | 0.88 | 28,907 | 1.61 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 15,796 | 64.46 | 419 | 65.61 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 851,078 | 68.54 | 22,588 | 69.76 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 365,017 | 112.01 | 9,688 | 113.56 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 87,532 | 2,323 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 181,319 | 25.50 | 4,812 | 26.43 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 567,539 | 107.32 | 15,062 | 108.82 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 15,130 | 0.38 | 402 | 1.01 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 1,210,832 | 35.52 | 32,135 | 36.49 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 16,179 | 429 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 45,827 | 1,216 | ||||||
| 2025-08-08 | 13F | Hedeker Wealth, LLC | 184,695 | 1.13 | 4,902 | 1.85 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 12,194 | 1.51 | 321 | 3.55 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 41,900 | 6.07 | 1,112 | 6.92 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 59,985 | 1,592 | ||||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 27,803 | 119.89 | 738 | 121.32 | ||||
| 2025-08-14 | 13F | Lhm, Inc. | 600,189 | 433.50 | 15,929 | 437.42 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 573,215 | 6.87 | 15,213 | 7.65 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 81,010 | 619.39 | 2,150 | 626.35 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 13,150 | 2.81 | 349 | 3.56 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 48,285 | 25.99 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 36,531 | 86.06 | 970 | 87.43 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4,528,515 | 27.33 | 120,187 | 28.24 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 10,245 | 272 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 56,265 | 66.20 | 1,493 | 67.38 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 237,699 | 57.19 | 6,309 | 58.33 | ||||
| 2025-08-11 | 13F | Sharpepoint Llc | 164,577 | 84.56 | 4,368 | 86.86 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 34 | 0 | ||||||
| 2025-08-14 | 13F | Family Management Corp | 356,128 | 47.38 | 9,452 | 48.44 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1,934 | 50.39 | 51 | 51.52 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 617,511 | 6.65 | 16,389 | 7.42 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 311 | 8 | ||||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 784,273 | 478.38 | 20,815 | 482.54 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 772,936 | 25.93 | 20,514 | 26.83 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 130 | 3 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 1,340,058 | 10.04 | 35,565 | 10.83 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 76,975 | 6.51 | 2,043 | 7.25 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 131,485 | 16.43 | 3,490 | 17.28 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 407 | 11 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 195,573 | 41.94 | 5,191 | 42.98 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 53,890 | 1 | ||||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 5,666 | 198.21 | 150 | 200.00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 13,337 | 13,237.00 | 354 | 17,550.00 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 101,892 | 87.12 | 2,704 | 89.22 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 832,737 | 4.01 | 22,101 | 4.75 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 81,095 | 40.18 | 2,152 | 41.21 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 313,674 | 104.15 | 8,325 | 105.63 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 191,567 | 89.07 | 5,084 | 90.48 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 860,892 | 8.34 | 22,848 | 9.12 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 26,790 | 6.36 | 710 | 6.94 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 19,651 | 8.44 | 519 | 9.05 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 214,197 | 85.79 | 5,668 | 86.78 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 20,919 | 1.46 | 555 | 2.21 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 478,385 | 3.04 | 12,696 | 3.78 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 1,012,151 | 1.37 | 26,862 | 2.10 | ||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 84,579 | 20.23 | 2,245 | 20.97 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 9,124,129 | 66.90 | 242,154 | 68.10 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 22,642 | 33.78 | 601 | 34.83 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,008,750 | 93.64 | 26,772 | 95.05 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 136,523 | 8.55 | 3,623 | 9.32 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 3,869 | 630.00 | 99 | 661.54 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 98,364 | 26.20 | 2,611 | 27.13 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 63,551 | 18.84 | 1,687 | 19.66 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 52,520 | 1.94 | 1,394 | 2.65 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 469,540 | 4.86 | 12,462 | 5.61 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 23,596 | 2.66 | 626 | 3.47 | ||||
| 2025-08-11 | 13F | Gr Financial Group, Llc | 3,187,223 | 0.82 | 84,589 | 1.55 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7,696 | 0 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 86,780 | 12.08 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 631,855 | 7.08 | 16,769 | 7.85 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 24,111 | 55.26 | 640 | 56.23 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 896,405 | 9.99 | 23,791 | 10.79 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 27,521 | 5.79 | 1 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 109 | 3 | ||||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 1,066 | 82.22 | 28 | 86.67 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 914,827 | 4.75 | 24,280 | 5.51 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,138,221 | 23.52 | 30,209 | 24.40 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 458 | 12 | ||||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 107,948 | 42.03 | 2,865 | 43.06 | ||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 39,556 | 2.09 | 1,050 | 2.74 | ||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 949,485 | 11.16 | 25,199 | 11.96 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 297,718 | 7,901 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 320 | 8 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 291,191 | 7.88 | 7,728 | 8.66 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 4,355,826 | 7.38 | 115,604 | 8.16 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 147,277 | 18.13 | 3,909 | 18.96 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 321,857 | 0.42 | 8,542 | 1.15 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 90,936 | 16.97 | 2,413 | 17.82 | ||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 200,158 | 2.69 | 5,312 | 3.45 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 46,904 | 6.55 | 1,245 | 7.33 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 311,127 | 13.33 | 8,257 | 14.14 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 139,770 | 3,709 | ||||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 107,036 | 9.09 | 2,841 | 9.86 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 407,746 | 14.60 | 10,822 | 15.42 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 571 | 1.24 | 15 | 7.14 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 30,716 | 0.56 | 815 | 1.37 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 12,425 | 0.99 | 330 | 3.46 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 645,559 | 153.87 | 17,133 | 155.72 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 68,144 | 1,809 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 116,974 | 4.82 | 3,104 | 5.58 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 91,905 | 91.10 | 2,439 | 92.50 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 211,581 | 35.96 | 5,615 | 36.95 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 1,507,954 | 371.75 | 40,021 | 375.20 |
