DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund - Kepemilikan Institusional - Penjual

WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
US ˙ NasdaqGM ˙ US97717X6691

Kepemilikan Institusional dan Dana - Penjual

Halaman ini menampilkan lembaga, dana, dan pemegang saham utama yang telah mengurangi kepemilikan atau menutup posisi mereka pada periode pelaporan terakhir. Baris berwarna merah menunjukkan posisi yang telah ditutup. Klik ikon tautan untuk melihat riwayat transaksi lengkap.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-08-14 13F Quartz Partners, LLC 13,585 -0.17 1,138 4.70
2025-07-23 13F REAP Financial Group, LLC 4,904 -4.63 411 0.00
2025-05-13 13F Quadrature Capital Ltd 0 -100.00 0
2025-07-29 13F Chicago Partners Investment Group LLC 22,323 -1.03 1,916 8.62
2025-05-02 13F Wealthfront Advisers Llc 0 -100.00 0 -100.00
2025-09-04 13F/A Advisor Group Holdings, Inc. 530,229 -6.97 44,409 -2.44
2025-08-14 13F Win Advisors, Inc 0 -100.00 0
2025-07-08 13F Choice Wealth Advisors, LLC 329,125 -0.38 27,561 4.46
2025-07-21 13F Ameritas Advisory Services, LLC 22,274 -73.36 1,865 -72.08
2025-07-09 13F Fiduciary Alliance LLC 3,172 -18.33 266 -14.52
2025-07-09 13F Pallas Capital Advisors LLC 17,461 -5.38 1,462 -0.75
2025-04-04 13F Capital Market Strategies LLC 0 -100.00 0
2025-07-23 13F Prasad Wealth Partners, LLC 3,883 -15.22 325 -10.96
2025-08-13 13F Smith, Moore & Co. 56,153 -27.78 4,702 -24.27
2025-08-13 13F Lido Advisors, LLC 6,902 -98.99 578 -98.94
2025-08-01 13F Bessemer Group Inc 0 -100.00 0
2025-07-17 13F PMG Wealth Management, Inc. 78,970 -0.21 6,613 4.64
2025-08-08 13F Cetera Investment Advisers 1,954,303 -13.46 163,653 -9.25
2025-07-16 13F Signaturefd, Llc 2,505 -8.34 210 -4.13
2025-08-06 13F Walkner Condon Financial Advisors LLC 3,329 -8.92 279 -4.47
2025-08-05 13F Sigma Planning Corp 18,299 -4.30 1,532 0.33
2025-07-11 13F Thomasville National Bank 59,616 -11.73 4,992 -7.44
2025-05-20 13F Blue Rock Wealth Management LLC 118,128 -1.91 9,434 -3.21
2025-07-11 13F Lantz Financial LLC 43,445 -0.39 3,638 4.45
2025-07-17 13F/A Capital Investment Advisors, LLC 3,416 -0.61 286 4.38
2025-08-07 13F/A Joseph Group Capital Management 121 -32.02 10 -28.57
2025-08-14 13F Ieq Capital, Llc 22,339 -6.66 1,871 -2.15
2025-07-17 13F Tempus Wealth Planning, LLC 25,192 -30.42 2,110 -27.05
2025-05-05 13F Cassaday & Co Wealth Management LLC 0 -100.00 0
2025-08-11 13F United Capital Financial Advisers, Llc 80,609 -0.70 6,750 4.13
2025-07-18 13F Truist Financial Corp 279,285 -2.47 23,387 2.27
2025-08-05 13F Continuum Wealth Advisors, Llc 51,695 -69.61 4,329 -68.14
2025-07-22 13F DAVENPORT & Co LLC 4,686 -6.75 392 -2.24
2025-07-09 13F Central Valley Advisors, Llc 15,222 -3.16 1,275 1.51
2025-07-29 13F Koshinski Asset Management, Inc. 8,247 -2.67 691 2.07
2025-07-22 13F Siligmueller & Norvid Wealth Advisors LLC 101,777 -1.99 8,627 4.03
2025-07-21 13F Triad Wealth Partners, LLC 23,050 -24.95 1,930 -21.29
2025-08-14 13F Family Management Corp 0 -100.00 0
2025-08-18 13F Geneos Wealth Management Inc. 23,622 -1.69 1,978 3.13
2025-08-12 13F Franklin Resources Inc 40,611 -4.50 3,401 0.12
2025-07-29 13F Stratos Wealth Advisors, LLC 10,353 -1.50 867 3.34
2025-07-25 13F Astoria Portfolio Advisors LLC. 32,160 -3.32 2,760 9.22
2025-07-15 13F Retirement Guys Formula Llc 19,580 -3.99 1,640 0.68
2025-07-25 13F Muirfield Wealth Advisors Llc 12,802 -22.55 1,072 -18.79
2025-07-09 13F Dynamic Advisor Solutions LLC 45,184 -3.13 3,784 1.58
2025-07-30 13F Bogart Wealth, LLC 436 -11.92 36 -7.69
2025-08-11 13F Wealthspire Advisors, LLC 125,691 -1.64 10,525 3.14
2025-05-05 13F Crestwood Advisors Group LLC 0 -100.00 0
2025-08-11 13F Private Advisor Group, LLC 1,291,134 -1.64 108,120 3.14
2025-08-14 13F Susquehanna International Group, Llp Call 0 -100.00 0
2025-07-18 13F Parsons Capital Management Inc/ri 10,749 -6.45 900 -1.85
2025-08-08 13F Kingsview Wealth Management, LLC 3,447 -38.13 289 -35.14
2025-07-30 13F Paul Damon & Associates, Inc. 131,154 -4.23 10,983 0.42
2025-08-14 13F Jane Street Group, Llc 0 -100.00 0
2025-08-11 13F Principal Securities, Inc. 3,960 -1.86 332 1.53
2025-07-15 13F World Equity Group, Inc. 5,033 -1.47 421 2.68
2025-07-23 13F Citizens National Bank Trust Department 54,586 -0.91 4,571 3.91
2025-07-29 13F Uhlmann Price Securities, Llc 12,520 -1.12 1,048 3.66
2025-08-13 13F SageView Advisory Group, LLC 7,783 -11.17 670 -4.29
2025-07-09 13F Lifestyle Asset Management, Inc. 22,787 -0.41 1,908 4.43
2025-07-14 13F Pacifica Partners Inc. 0 -100.00 0
2025-08-13 13F Ted Buchan & Co 11,436 -8.48 958 -4.01
2025-08-15 13F/A Florida Financial Advisors, Llc 22,126 -38.62 1,871 -33.59
2025-08-06 13F Centerpoint Advisory Group 31,521 -1.41 2,640 3.37
2025-07-30 13F Fiduciary Planning LLC 521,262 -5.88 43,650 -1.31
2025-08-01 13F Gwn Securities Inc. 0 -100.00 0
2025-05-05 13F Edgemoor Investment Advisors, Inc. 0 -100.00 0
2025-08-05 13F Prosperity Consulting Group, LLC 104,316 -2.52 8,735 2.21
2025-08-12 13F Allen Capital Group, LLC 7,846 -4.02 657 0.77
2025-07-15 13F Burns Matteson Capital Management, LLC 45,750 -11.17 3,831 -6.86
2025-07-28 13F Aries Wealth Management 51,589 -12.04 4,320 -7.75
2025-07-16 13F Taiyo Life Insurance Co 525,000 -38.24 44 -35.82
2025-08-13 13F Capital Analysts, Inc. 7,289 -19.95 1
2025-08-14 13F Wetherby Asset Management Inc 6,183 -10.26 518 -7.18
2025-08-12 13F Jpmorgan Chase & Co 594,448 -10.63 49,779 -6.29
2025-07-15 13F Fifth Third Bancorp 6,660 -46.93 558 -44.41
2025-07-08 13F Gallacher Capital Management LLC 4,387 -45.03 367 -42.39
2025-08-18 13F Hollencrest Capital Management 20,270 -0.60 1,697 4.24
2025-07-09 13F Breakwater Investment Management 1,964 -13.37 164 -9.39
2025-08-07 13F Cahill Financial Advisors Inc 254,092 -1.51 21,278 3.28
2025-08-11 13F Empowered Funds, LLC 0 -100.00 0
2025-08-01 13F Financial Counselors Inc 0 -100.00 0
2025-08-11 13F Inspire Advisors, LLC 5,622 -38.35 471 -35.44
2025-07-15 13F Avaii Wealth Management, Llc 24,198 -0.93 2,026 3.90
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 191,395 -1.82 16,027 2.95
2025-08-13 13F Gateway Wealth Partners, LLC 72,223 -4.01 6,048 0.65
2025-08-11 13F Invenio Wealth Partners Llc 25,828 -85.65 2,163 -84.96
2025-07-09 13F Beacon Financial Group 624,253 -2.41 52,275 2.33
2025-08-01 13F Biltmore Family Office, LLC 7,050 -11.88 590 -7.52
2025-07-21 13F DHJJ Financial Advisors, Ltd. 25,426 -1.11 2,129 3.70
2025-08-18 13F/A National Bank Of Canada /fi/ 12,824 -23.52 1,079 -19.78
2025-07-24 13F Wealth Management Resources, Inc. 24,809 -43.18 2,078 -40.44
2025-07-17 13F White Pine Investment CO 71,622 -0.50 6 0.00
2025-08-13 13F Cresset Asset Management, LLC 29,070 -6.41 2,434 -1.85
2025-05-15 13F Lavaca Capital Llc 0 -100.00 0
2025-08-11 13F Brown Brothers Harriman & Co 2,125 -56.49 178 -54.62
2025-07-31 13F Carnegie Capital Asset Management, LLC 3,399 -6.54 285 7.98
2025-08-14 13F Herold Advisors, Inc. 35,341 -11.92 2,960 -7.65
2025-08-14 13F Fmr Llc 49,902 -4.99 4,179 -0.38
2025-08-05 13F Claro Advisors LLC 3,808 -43.60 319 -41.00
2025-08-04 13F UNIVEST FINANCIAL Corp 0 -100.00 0
2025-08-14 13F Mercer Global Advisors Inc /adv 25,564 -6.36 2,141 -1.83
2025-07-31 13F Moloney Securities Asset Management, LLC 75,927 -0.95 6,358 3.87
2025-08-08 13F Collaborative Wealth Managment Inc. 10,422 -1.56 873 3.20
2025-07-22 13F Beacon Financial Advisory LLC 12,650 -15.58 1,059 -11.45
2025-08-05 13F Summit Investment Advisory Services, LLC 0 -100.00 0
2025-05-08 13F Endeavor Private Wealth, Inc. 0 -100.00 0
2025-08-07 13F David R. Rahn & Associates Inc. 21,320 -3.10 1,785 1.59
2025-07-29 13F Kraft, Davis & Associates, LLC 149,605 -5.16 12,876 8.39
2025-08-07 13F Howard Bailey Securities, Llc 140,023 -1.25 11,726 3.55
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100.00 0 -100.00
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 398,238 -1.37 33 3.13
2025-08-07 13F Resources Investment Advisors, LLC. 517,188 -0.27 43,309 4.57
2025-06-13 13F Optima Capital Llc 0 -100.00 0 -100.00
2025-07-09 13F Breakwater Capital Group 2,543 -12.28 213 -8.23
2025-08-06 13F Founders Financial Securities Llc 42,946 -22.14 3,596 -15.49
2025-07-24 13F Galvin, Gaustad & Stein, LLC 4,400 -18.52 368 -14.62
2025-08-01 13F Ashton Thomas Private Wealth, LLC 18,877 -9.47 1,581 -5.11
2025-08-12 13F LPL Financial LLC 12,468,833 -2.53 1,044,140 2.20
2025-07-22 13F Global Strategic Investment Solutions, LLC 5,059 -1.40 424 3.42
2025-08-14 13F Horizon Investments, LLC 40,715 -3.63 3,407 1.10
2025-08-14 13F Hilltop Holdings Inc. 3,169 -1.34 265 3.52
2025-08-14 13F/A Rockefeller Capital Management L.P. 810,820 -0.74 67,898 4.09
2025-07-15 13F Well Done, LLC 14,047 -0.35 1,176 3.16
2025-08-14 13F Abound Financial, Llc 0 -100.00 0
2025-07-10 13F Bigelow Investment Advisors, LLC 0 -100.00 0
2025-07-15 13F ACT Advisors, LLC. 266,894 -2.77 22,350 1.95
2025-05-13 13F EPG Wealth Management LLC 0 -100.00 0
2025-05-06 13F Venturi Wealth Management, LLC 0 -100.00 0
2025-08-14 13F Guardian Wealth Management, Inc. 0 -100.00 0
2025-07-29 13F AssuredPartners Investment Advisors, LLC 4,061 -80.56 340 -79.62
2025-08-13 13F Congress Wealth Management LLC / DE / 7,818 -19.02 655 -15.28
2025-08-14 13F D. E. Shaw & Co., Inc. 0 -100.00 0
2025-07-28 13F RFG Advisory, LLC 47,549 -0.07 3,982 4.79
2025-07-08 13F Advance Capital Management, Inc. 11,119 -10.08 931 -5.67
2025-05-12 13F Kohmann Bosshard Financial Services, LLC 0 -100.00 0
2025-08-04 13F Flagship Harbor Advisors, Llc 114,470 -1.72 9,586 3.05
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100.00 0 -100.00
2025-08-12 13F Journey Strategic Wealth Llc 7,118 -6.73 596 -2.13
2025-07-17 13F KWB Wealth 0 -100.00 0
2025-08-14 13F Comerica Bank 767,357 -0.23 64,258 4.62
2025-07-15 13F Signet Financial Management, Llc 6,868 -8.44 575 -4.01
2025-08-06 13F Savant Capital, LLC 449,980 -0.62 37,681 4.21
2025-07-18 13F Trust Co Of Vermont 231 -24.01 19 -20.83
2025-08-08 13F Thoroughbred Financial Services, Llc 33,546 -5.17 3 0.00
2025-07-31 13F/A Interchange Capital Partners, LLC 18,263 -0.93 1,529 3.87
2025-07-31 13F Oppenheimer & Co Inc 59,391 -16.21 4,973 -12.14
2025-08-12 13F Bravias Capital Group, LLC 21,599 -4.90 1,809 -0.28
2025-07-15 13F FLP Wealth Management, LLC 0 -100.00 0
2025-08-12 13F Financial Advocates Investment Management 10,597 -23.04 887 -19.29
2025-05-15 13F Glenmede Trust Co Na 58,624 -2.61 4,682 -3.90
2025-07-29 13F Clearview Wealth Advisors LLC 2,928 -24.01 245 -20.20
2025-07-21 13F Ameriflex Group, Inc. 4,070 -42.13 337 -39.93
2025-07-28 13F Harbour Investments, Inc. 20,605 -20.64 1,725 -16.79
2025-04-28 13F Smart Money Group LLC 0 -100.00 0
2025-08-12 13F Steward Partners Investment Advisory, Llc 1,045,384 -4.71 87,540 -0.08
2025-07-30 13F Journey Advisory Group, LLC 122,973 -4.15 10,298 0.50
2025-08-08 13F Creative Planning 224,536 -8.32 18,803 -3.87
2025-05-15 13F/A Orion Portfolio Solutions, LLC 18,463 -24.42 1,474 -25.40
2025-08-12 13F AlphaCore Capital LLC 0 -100.00 0
2025-08-07 13F Fox Financial, Inc 5,863 -0.36 491 4.48
2025-08-13 13F Serenus Wealth Advisors, LLC 384,919 -4.54 32,233 0.09
2025-07-25 13F Sequoia Financial Advisors, LLC 126,060 -1.82 10,556 2.96
2025-08-14 13F Headlands Technologies LLC 0 -100.00 0 -100.00
2025-08-08 13F SBI Securities Co., Ltd. 30,878 -5.29 2,586 -0.69
2025-07-07 13F Nova Wealth Management, Inc. 4,180 -11.91 350 -7.41
2025-08-15 13F Captrust Financial Advisors 737,052 -11.95 61,721 -7.68
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 1,823 -17.17 153 -13.14
2025-04-28 13F American Capital Advisory, LLC 0 -100.00 0
2025-08-13 13F Lauer Wealth, LLC 159,485 -7.60 13,728 2.61
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 5,041 -16.44 422 -12.27
2025-08-14 13F Citadel Advisors Llc Call 0 -100.00 0
2025-08-11 13F One Capital Management, LLC 682,623 -20.11 57,163 -16.23
2025-07-23 13F Country Club Bank /gfn 17,957 -15.68 1,498 -11.05
2025-08-05 13F Sensible Money, LLC 0 -100.00 0
2025-04-30 13F Sofos Investments, Inc. 0 -100.00 0
2025-05-02 13F Legacy Capital Wealth Partners, LLC 0 -100.00 0
2025-04-16 13F Fortitude Family Office, LLC 0 -100.00 0
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 94,874 -5.81 7,945 -1.23
2025-04-21 13F Hartford Financial Management Inc. 0 -100.00 0
2025-08-05 13F GPS Wealth Strategies Group, LLC 308,776 -5.01 25,857 -0.39
2025-04-24 13F Decker Retirement Planning Inc. 0 -100.00 0
2025-08-12 13F O'shaughnessy Asset Management, Llc 13,547 -17.84 1,134 -13.83
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 1,157,920 -4.40 98,684 2.02
2025-08-27 13F/A Brinker Capital Investments, LLC 17,483 -5.31 1,464 -0.68
2025-08-14 13F Two Sigma Securities, Llc 4,794 -68.03 401 -66.50
2025-05-13 13F Maripau Wealth Management Llc 0 -100.00 0
2025-08-04 13F Spire Wealth Management 226 -84.82 19 -84.75
2025-07-11 13F My Legacy Advisors, LLC 7,584 -6.82 649 -0.15
2025-07-10 13F Fulton Bank, N.a. 13,080 -27.06 1,095 -23.53
2025-08-01 13F Bank of Jackson Hole Trust 1,030 -22.56 86 -21.82
2025-07-25 13F Gw Henssler & Associates Ltd 6,904 -1.30 578 3.58
2025-08-04 13F Assetmark, Inc 30 -95.22 3 -96.00
2025-07-31 13F GLOBALT Investments LLC / GA 30,894 -10.31 2,587 -5.93
2025-08-12 13F Gladstone Institutional Advisory LLC 12,031 -22.41 1,007 -18.66
2025-07-15 13F Eaton Financial Holdings Company, LLC 129,999 -12.73 10,886 -8.49
2025-07-24 13F Stonebridge Financial Group, LLC 29,130 -1.49 2,439 3.30
2025-08-01 13F FSA Advisors, Inc. 6,815 -58.62 571 -56.65
2025-07-16 13F American National Bank 842 -3.88 71 1.45
2025-07-17 13F Janney Montgomery Scott LLC 279,635 -5.45 23 0.00
2025-08-11 13F TD Waterhouse Canada Inc. 5,199 -0.40 438 5.04
2025-08-14 13F Visionary Wealth Advisors 4,662 -10.21 390 -5.80
2025-07-28 13F Triton Wealth Management, PLLC 0 -100.00 0
2025-08-14 13F Moneta Group Investment Advisors Llc 2,688 -2.86 225 2.27
2025-08-14 13F Cascades Capital Asset Management, LLC 5,360 -91.86 449 -91.48
2025-08-14 13F Snowden Capital Advisors LLC 0 -100.00 0 -100.00
2025-07-29 NP EBI - Longview Advantage ETF 0 -100.00 0 -100.00
2025-07-29 13F Novare Capital Management Llc 3,605 -15.28 302 -11.21
2025-08-07 13F Atala Financial Inc 0 -100.00 0
2025-07-21 13F New Century Financial Group, LLC 0 -100.00 0
2025-08-14 13F Citadel Advisors Llc Put 0 -100.00 0
2025-08-14 13F Citadel Advisors Llc 10,607 -38.62 888 -35.61
2025-07-11 13F Farther Finance Advisors, LLC 381 -19.62 32 -16.22
2025-04-11 13F Impact Capital Partners LLC 0 -100.00 0
2025-07-28 13F WealthPLAN Partners, LLC 0 -100.00 0
2025-08-13 13F Scotia Capital Inc. 5,161 -29.08 432 -25.65
2025-07-29 13F Fundamentun, Llc 874,834 -1.16 73,259 3.64
2025-08-12 13F Titleist Asset Management, Llc 32,214 -1.92 2,698 2.82
2025-08-07 13F Parkside Financial Bank & Trust 17,985 -3.29 1,506 1.41
2025-07-16 13F Spinnaker Investment Group, LLC 549,082 -8.52 45,980 -4.07
2025-08-06 13F Golden State Wealth Management, LLC 120,061 -4.89 10,054 -0.28
2025-07-14 13F Rooted Wealth Advisors, Inc. 0 -100.00 0
2025-08-06 13F ORBA Wealth Advisors, L.L.C. 49,239 -54.11 4,123 -51.88
2025-07-22 13F Apexium Financial, Lp 27,695 -10.46 2,319 -6.08
2025-08-14 13F Susquehanna International Group, Llp 4,128 -88.14 346 -87.59
2025-07-25 13F Tranquility Partners, LLC 4,418 -6.16 370 -1.60
2025-08-14 13F Capital Planning Advisors, LLC 112,097 -1.95 9,387 2.81
2025-08-01 13F/A GGM Financials LLC 19,592 -28.18 1,641 -24.70
2025-08-19 13F Asset Dedication, LLC 3,718 -27.64 311 -24.15
2025-07-14 13F Signature Securities Group Corporation 4,957 -13.99 415 -9.78
2025-08-12 13F Pathstone Holdings, LLC 7,316 -43.79 613 -41.10
2025-08-11 13F Advisor Resource Council 0 -100.00 0
2025-08-07 13F Meridian Financial Partners LLC 39,475 -0.50 3 0.00
2025-07-25 13F Atria Wealth Solutions, Inc. 40,492 -54.59 3,407 -52.15
2025-08-19 13F National Asset Management, Inc. 0 -100.00 0
2025-08-14 13F Camden Capital, LLC 136,049 -17.97 11,393 -13.99
2025-07-09 13F Archer Investment Management, LLC 58,345 -27.76 4,886 -24.26
2025-08-05 13F Fourth Dimension Wealth, LLC 0 -100.00 0
2025-07-14 13F Golden State Equity Partners 89,614 -15.94 7,504 -11.85
2025-08-12 13F Spectrum Wealth Advisory Group, LLC 3,962 -4.81 332 -0.30
2025-04-16 13F Farmers & Merchants Investments Inc 0 -100.00 0
2025-07-29 13F Interactive Financial Advisors 9,079 -0.50 760 4.40
2025-07-09 13F Northwest & Ethical Investments L.P. 0 -100.00 0 -100.00
2025-08-11 13F HighTower Advisors, LLC 2,849,118 -1.70 238,585 3.08
2025-08-11 13F Aptus Capital Advisors, LLC 5,517 -6.30 462 -1.70
2025-08-14 13F Bnp Paribas Arbitrage, Sa 0 -100.00 0
2025-08-11 13F Rothschild Investment Llc 6,635 -12.19 556 -7.96
2025-07-16 13F Perigon Wealth Management, LLC 44,270 -6.49 3,707 -1.96
2025-07-23 13F Lansing Street Advisors 46,469 -0.33 3,891 4.51
2025-08-12 13F Founders Financial Alliance, LLC 52,048 -1.47 4,359 3.32
2025-07-23 13F Valmark Advisers, Inc. 8,200 -6.86 687 -2.42
2025-04-24 13F Mirae Asset Global Investments Co., Ltd. 0 -100.00 0
2025-08-13 13F EverSource Wealth Advisors, LLC 0 -100.00 0
2025-07-25 13F Apollon Wealth Management, LLC 36,352 -8.39 3,044 -3.91
2025-08-15 13F Nikulski Financial, Inc. 46,932 -0.37 3,930 4.49
2025-08-11 13F WPWealth LLP 3,035 -9.00 254 -4.51
2025-08-12 13F J.w. Cole Advisors, Inc. 59,878 -1.22 5,014 3.57
2025-05-06 13F Kovack Advisors, Inc. 0 -100.00 0
2025-08-08 13F Citizens Financial Group Inc/ri 12,089 -12.57 1,012 -8.33
2025-08-14 13F Redwood Financial Network Corp 12,638 -2.37 1,058 2.42
2025-07-31 13F Richards, Merrill & Peterson, Inc. 0 -100.00 0
2025-08-04 13F Pensionmark Financial Group, Llc 121,496 -10.00 10,174 -5.62
2025-07-30 13F Brookstone Capital Management 10,716 -15.21 897 -11.10
2025-08-08 13F Meridian Wealth Management, LLC 7,173 -4.80 601 -0.17
2025-07-29 13F Latitude Advisors, LLC 3,322 -4.21 278 0.72
2025-08-12 13F OneAscent Financial Services LLC 8,424 -29.80 1
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-08-14 13F Silvercrest Asset Management Group Llc 5,694 -5.01 477 -0.42
2025-07-08 13F Legacy Private Trust Co. 5,031 -0.04 421 4.99
2025-08-13 13F Townsquare Capital Llc 0 -100.00 0
2025-05-08 13F Federated Hermes, Inc. 0 -100.00 0
2025-08-05 13F Flynn Zito Capital Management, Llc 8,527 -10.73 714 -6.30
2025-07-10 13F Sovran Advisors, LLC 15,829 -7.34 1,342 4.36
2025-08-12 13F Prudential Plc 62,700 -5.71 5,250 -1.13
2025-08-14 13F Main Street Financial Solutions, LLC 198,659 -2.37 16,636 2.38
2025-07-09 13F Thrive Wealth Management, LLC 6,887 -0.35 577 4.54
2025-05-13 13F Watts Gwilliam & Co., LLC 8,596 -10.13 687 -11.48
2025-07-25 13F Hobbs Group Advisors, LLC 72,461 -6.29 6,068 -1.75
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 2,881 -0.52 241 4.33
2025-08-13 13F Cerity Partners LLC 379,667 -11.94 31,793 -7.66
2025-08-14 13F Warren Averett Asset Management, LLC 51,475 -4.60 4,311 0.05
2025-07-25 13F Apollon Financial, LLC 5,897 -4.84 494 -0.20
2025-08-13 13F GeoWealth Management, LLC 0 -100.00 0
2025-07-25 13F Northwest Capital Management Inc 462 -82.50 39 -81.90
2025-08-11 13F HHM Wealth Advisors, LLC 3,826 -0.13 320 4.92
2025-08-11 13F NewEdge Wealth, LLC 449,840 -3.43 38,461 3.39
2025-07-15 13F RVW Wealth, LLC 804,271 -3.43 67,350 1.26
2025-08-12 13F PSI Advisors, LLC 0 -100.00 0
2025-08-14 13F Strive Asset Management, LLC 6,683 -65.32 560 -63.65
2025-08-13 13F VestGen Advisors, LLC 374,931 -2.24 31,827 3.91
2025-08-12 13F Vestor Capital, Llc 477 -25.00 0
2025-07-21 13F Catalina Capital Group, LLC 61,777 -8.36 5,173 -3.90
2025-07-22 13F Iron Horse Wealth Management, LLC 0 -100.00 0
2025-07-29 13F Crux Wealth Advisors 56,498 -28.84 4,731 -25.38
2025-07-02 13F Lvm Capital Management Ltd/mi 292,224 -1.29 24 4.35
2025-08-05 13F Strategic Financial Concepts, LLC 0 -100.00 0
2025-08-04 13F Creative Financial Designs Inc /adv 7,536 -2.82 631 1.94
2025-08-14 13F Sunbelt Securities, Inc. 5,416 -0.26 438 1.15
2025-08-06 13F Menlo Advisors Llc 27,935 -0.27 2 0.00
2025-07-28 13F Axxcess Wealth Management, Llc 10,864 -0.59 910 4.24
2025-08-14 13F Goldman Sachs Group Inc 78,848 -36.51 6,603 -33.43
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