Statistiques de base
Propriétaires institutionnels | 425 total, 425 long only, 0 short only, 0 long/short - change of -3,40% MRQ |
Allocation moyenne du portefeuille | 0.9253 % - change of 4,92% MRQ |
Actions institutionnelles (Long) | 80 603 867 (ex 13D/G) - change of -1,22MM shares -1,50% MRQ |
Valeur institutionnelle (Long) | $ 4 643 773 USD ($1000) |
Participation institutionnels et actionnaires
First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF (US:FTSM) détient 425 des propriétaires institutionnels et des actionnaires qui ont déposé des formulaires 13D/G ou 13F auprès de la Securities Exchange Commission (SEC). Ces institutions détiennent un total de 80,603,867 actions. Les principaux actionnaires incluent Morgan Stanley, LPL Financial LLC, Wells Fargo & Company/mn, UBS Group AG, Royal Bank Of Canada, Raymond James Financial Inc, Bank Of America Corp /de/, Csenge Advisory Group, First Trust Advisors Lp, and Cetera Investment Advisers .
First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF (NasdaqGM:FTSM) la structure de l'actionnariat institutionnel indique les positions actuelles des institutions et des fonds dans l'entreprise, ainsi que les derniers changements dans le volume des positions. Les principaux actionnaires peuvent être des investisseurs individuels, des fonds communs de placement, des fonds spéculatifs ou des institutions. L'annexe 13D indique que l'investisseur détient (ou a détenu) plus de 5 % de l'entreprise et qu'il a l'intention (ou a eu l'intention) de poursuivre activement un changement de stratégie commerciale. L'annexe 13G indique un investissement passif de plus de 5 %.
The share price as of September 5, 2025 is 60,00 / share. Previously, on September 9, 2024, the share price was 59,94 / share. This represents an increase of 0,10% over that period.
Indice de confiance des fonds
L'indice de confiance des fonds (anciennement score d'accumulation de participation) trouve les actions qui sont les plus achetées par les fonds. Il est le résultat d'un modèle quantitatif sophistiqué à plusieurs facteurs qui identifie les entreprises avec les niveaux les plus élevés d'accumulation institutionnelle. Le modèle de notation utilise une combinaison de l'augmentation totale des propriétaires déclarés, des variations des allocations de portefeuille chez ces propriétaires et d'autres indicateurs. Le chiffre varie de 0 à 100, les chiffres plus élevés indiquant un niveau d'accumulation plus élevé par rapport aux autres entreprises, 50 étant la moyenne.
Fréquence de mise à jour : Quotidienne
Ratio put/call institutionnel
En plus de signaler les actions et les dettes standard, les institutions ayant plus de 100 millions d'actifs sous gestion doivent également divulguer leurs positions en options de vente et d'achat. Étant donné que les options de vente indiquent généralement une confiance négative, et les options d'achat indiquent une confiance positive, nous pouvons avoir une idée de la confiance institutionnelle globale en traçant le ratio des ventes à découvert par rapport aux achats d'options. Le graphique à droite trace l'historique du ratio des ventes à découvert/achats d'options pour cet instrument.
L'utilisation du ratio put/call comme indicateur de la confiance des investisseurs permet de pallier à l'une des principales lacunes de l'utilisation de la participation institutionnelle totale, à savoir qu'une part importante des actifs sous gestion est investie passivement pour suivre les indices. Les fonds gérés passivement n'achètent généralement pas d'options, de sorte que l'indicateur du ratio put/call suit de plus près la confiance des fonds gérés activement.
Déclarations 13F et NPORT
Les détails des déclarations 13F sont gratuits. Les détails des déclarations NP nécessitent une adhésion premium. Les lignes vertes indiquent de nouvelles positions. Les lignes rouges indiquent des positions clôturées. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Mettre à niveau
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Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Royal Bank Of Canada | 2 866 514 | 8,68 | 171 618 | 8,73 | ||||
2025-05-13 | 13F | CacheTech Inc. | 3 566 | 0,00 | 213 | 0,00 | ||||
2025-08-25 | NP | FVC - First Trust Dorsey Wright Dynamic Focus 5 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 309 386 | 22,97 | 78 393 | 23,03 | ||||
2025-04-30 | 13F | Blackhawk Capital Partners LLC. | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 285 361 | 0,63 | 17 085 | 0,68 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 109 706 | 28,84 | 6 568 | 28,91 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 59 755 | -5,58 | 3 578 | -5,55 | ||||
2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 4 962 | -33,85 | 297 | -33,71 | ||||
2025-07-01 | 13F | Park National Corp /oh/ | 294 895 | 19,99 | 17 655 | 20,05 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 18 945 | -2,48 | 1 134 | -2,41 | ||||
2025-08-07 | 13F | PFG Advisors | 4 849 | 2,89 | 290 | 2,84 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 182 953 | -1,86 | 10 953 | -1,81 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 51 895 | -3,49 | 3 107 | -3,45 | ||||
2025-05-06 | 13F | Alpha Omega Group, Inc. | 6 950 | 0,00 | 416 | 0,00 | ||||
2025-07-23 | 13F | RiverTree Advisors, LLC | 172 806 | -7,49 | 10 346 | -7,44 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 968 | 148 300,00 | 178 | |||||
2025-08-11 | 13F | Cannon Advisors, Inc. | 4 247 | -0,75 | 254 | -0,78 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 4 300 | 0,00 | 257 | 0,00 | ||||
2025-04-30 | 13F | Cooper Capital Advisors LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 26 968 | 16,85 | 1 615 | 16,87 | ||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 5 510 | 0,00 | 330 | 0,00 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 4 358 | -15,92 | 261 | -16,13 | ||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 141 | 8 | ||||||
2025-08-06 | 13F | Tradewinds, LLC. | 7 251 | 434 | ||||||
2025-08-13 | 13F | Maia Wealth LLC | 44 502 | -11,91 | 2 664 | -11,90 | ||||
2025-08-29 | NP | BHILX - BHILL Fund Managed Account Completion Shares | 91 939 | 5 504 | ||||||
2025-08-12 | 13F | Weitzel Financial Services, Inc. | 20 893 | 823,24 | 1 252 | -7,60 | ||||
2025-07-10 | 13F | PMV Capital Advisers, LLC | 6 634 | -3,95 | 397 | -3,87 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 10 188 | 38,44 | 610 | 38,41 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
2025-07-03 | 13F | City Center Advisors, LLC | 3 760 | -18,15 | 225 | -18,18 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 253 273 | -1,71 | 15 163 | -1,66 | ||||
2025-07-17 | 13F | Uncommon Cents Investing LLC | 22 075 | -3,29 | 1 322 | -3,22 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 38 663 | 10,62 | 2 315 | 10,66 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 164 220 | 33,51 | 9 832 | 33,57 | ||||
2025-08-14 | 13F | Mariner, LLC | 504 975 | 5,15 | 30 233 | 5,20 | ||||
2025-08-07 | 13F | Rathbone Brothers plc | 8 238 | -0,30 | 493 | -0,20 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 97 157 | -19,57 | 5 817 | -19,52 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 9 653 | -1,33 | 578 | -1,37 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 9 091 917 | -0,55 | 544 333 | -0,50 | ||||
2025-08-15 | 13F | Morgan Stanley | 13 349 403 | -0,33 | 799 229 | -0,28 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 30 676 | 0,00 | 1 837 | 0,05 | ||||
2025-07-24 | 13F | Monument Capital Management | 0 | -100,00 | 0 | |||||
2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 27 274 | -16,26 | 1 633 | -16,22 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 50 280 | -9,76 | 3 010 | -9,72 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 796 214 | 14,10 | 48 | 14,63 | ||||
2025-08-13 | 13F | Stablepoint Partners, LLC | 146 574 | 4,91 | 8 775 | 4,96 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 41 176 | -0,29 | 2 465 | -0,12 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 21 | 0,00 | 1 | 0,00 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 5 511 | -6,67 | 330 | -6,80 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 27 015 | 5,80 | 2 | 0,00 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 86 724 | 5,46 | 5 192 | 5,51 | ||||
2025-07-24 | 13F | Insight Inv LLC | 1 175 | 0,00 | 70 | 0,00 | ||||
2025-05-08 | 13F | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Mutual Advisors, LLC | 124 908 | 51,43 | 7 497 | 51,50 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 52 354 | 839,42 | 3 134 | 841,14 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 1 000 | 0,00 | 60 | 0,00 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 79 863 | -9,32 | 4 781 | -9,28 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 170 079 | -4,27 | 10 662 | 0,29 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 7 453 | 0,63 | 0 | |||||
2025-08-01 | 13F | Shilanski & Associates, Inc. | 105 000 | -0,84 | 6 309 | -0,44 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 228 969 | -24,15 | 13 708 | -24,12 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | -100,00 | 0 | |||||
2025-04-30 | 13F | Fundamentun, Llc | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Luken Investment Analytics, LLC | 205 925 | 919,53 | 12 329 | 920,53 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 1 080 875 | 8,31 | 64 712 | 8,36 | ||||
2025-08-13 | 13F | Gibbs Wealth Management | 11 357 | 680 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 9 743 | -0,52 | 583 | -0,51 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 876 537 | -1,65 | 52 478 | -1,60 | ||||
2025-04-02 | 13F/A | Industrial Alliance Investment Management Inc. | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Dunhill Financial, LLC | 68 | -81,32 | 4 | -80,95 | ||||
2025-04-02 | 13F | Clark Asset Management, LLC | 0 | 0 | ||||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 6 151 | 2,65 | 368 | 2,79 | ||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 128 610 | 0,08 | 7 700 | 0,13 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 29 255 | -18,57 | 1 751 | -18,52 | ||||
2025-05-02 | 13F | SageOak Financial, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Avestar Capital, LLC | 91 001 | 20,75 | 5 460 | 20,69 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 15 124 | -4,74 | 905 | -4,64 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1 150 | 0,00 | 69 | 0,00 | ||||
2025-07-18 | 13F | Brueske Advisory Services, LLC | 31 366 | -5,31 | 1 878 | -5,30 | ||||
2025-07-10 | 13F | Brady Family Wealth, Llc | 5 290 | 0,00 | 317 | 0,00 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 44 668 | -28,85 | 2 674 | -28,83 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 20 432 | -12,18 | 1 223 | -12,14 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 4 922 | 0,00 | 296 | 0,00 | ||||
2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 16 970 | -13,18 | 1 016 | -13,17 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 29 254 | 82,39 | 1 758 | 82,45 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 327 247 | 11,31 | 19 592 | 11,37 | ||||
2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 8 977 | -3,82 | 537 | -3,76 | ||||
2025-08-07 | 13F | Sollinda Capital Management LLC | 4 195 | 251 | ||||||
2025-08-15 | 13F | Captrust Financial Advisors | 15 224 | 117,45 | 911 | 117,94 | ||||
2025-05-13 | 13F | Old Point Trust & Financial Services N A | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 71 000 | 3,22 | 4 251 | 3,26 | ||||
2025-07-08 | 13F | GK Wealth Management LLC | 4 362 | -1,27 | 261 | -1,14 | ||||
2025-08-08 | 13F | Petix & Botte Co | 231 774 | 4,97 | 13 877 | 5,02 | ||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 199 991 | 11,62 | 11 973 | 11,68 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 43 630 | 6,81 | 2 612 | 6,87 | ||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 6 930 | -3,48 | 416 | -3,48 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 27 | 3,85 | 0 | |||||
2025-08-07 | 13F | Allworth Financial LP | 332 | 20 | ||||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 60 459 | -0,49 | 3 620 | -0,44 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 236 392 | -26,84 | 14 153 | -26,80 | ||||
2025-08-14 | 13F | Schwallier Wealth Management LLC | 126 318 | -8,96 | 7 563 | -8,91 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 78 140 | -10,38 | 4 695 | -10,37 | ||||
2025-07-10 | 13F | White Wing Wealth Management | 3 893 | -2,63 | 233 | -2,51 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 7 247 | -0,45 | 434 | -0,46 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 15 313 | 0,00 | 917 | 0,00 | ||||
2025-04-04 | 13F | Three Seasons Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Hansen & Associates Financial Group, Inc. | 1 048 597 | -18,42 | 62 989 | -18,16 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 393 876 | 108,08 | 23 581 | 108,18 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 161 673 | -6,78 | 9 679 | -6,74 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 155 331 | 11,21 | 9 300 | 11,26 | ||||
2025-04-18 | 13F | Rakuten Securities, Inc. | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 45 546 | -5,97 | 2 727 | -5,94 | ||||
2025-08-13 | 13F | Plan Group Financial, LLC | 9 903 | 0,00 | 593 | 0,00 | ||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 54 050 | -0,23 | 3 236 | -0,19 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 61 | -96,19 | 4 | -96,84 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 14 528 | -24,57 | 870 | -24,57 | ||||
2025-05-12 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | Brendel Financial Advisors LLC | 4 199 | -15,82 | 0 | |||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 58 894 | 870,09 | 3 526 | 871,07 | ||||
2025-08-11 | 13F | Chiron Capital Management, Llc | 14 491 | -21,21 | 868 | -21,18 | ||||
2025-07-23 | 13F | Motiv8 Investments LLC | 5 707 | 342 | ||||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 26 246 | 2,41 | 1 571 | 2,48 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 1 383 736 | -4,42 | 82 844 | -4,37 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 23 863 | -11,76 | 1 429 | -11,74 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 6 789 | 0,34 | 406 | 0,50 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 46 267 | -6,55 | 2 770 | -6,48 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 19 252 | 19,86 | 1 156 | 19,94 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 25 318 | 1,09 | 1 519 | 1,33 | ||||
2025-07-10 | 13F | Worth Asset Management, LLC | 4 133 | 247 | ||||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 11 477 | -6,76 | 687 | -6,66 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 4 863 | -2,60 | 291 | -2,35 | ||||
2025-08-05 | 13F | Sebold Capital Management, Inc. | 65 457 | -21,61 | 3 919 | -21,58 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 1 566 530 | 32,32 | 93 678 | 32,06 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 6 950 | 416 | ||||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 13 | 0,00 | 1 | |||||
2025-08-08 | 13F | Gts Securities Llc | 10 896 | 652 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 334 131 | 661,22 | 20 004 | 659,45 | ||||
2025-07-23 | 13F | First Financial Group Corp | 15 549 | 4,31 | 931 | 4,38 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 6 954 | -1,59 | 416 | -1,42 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 5 874 | -9,23 | 352 | -9,30 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 29 255 | -18,57 | 1 751 | -18,52 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 800 | 0,00 | 48 | 0,00 | ||||
2025-08-08 | 13F | Creative Planning | 14 488 | -0,71 | 867 | -0,69 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 18 026 | -5,35 | 1 079 | -5,27 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 48 328 | -9,29 | 2 893 | -9,25 | ||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 45 145 | 5,46 | 2 703 | 5,51 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 20 631 | 1 235 | ||||||
2025-08-08 | 13F | ProVise Management Group, LLC | 3 484 | -4,13 | 209 | -4,15 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 50 447 | -27,43 | 3 026 | -27,26 | ||||
2025-07-22 | 13F | Strid Group, LLC | 17 605 | -4,66 | 1 054 | -4,62 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 188 763 | -2,88 | 11 301 | -2,83 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 500 | 0,00 | 30 | 0,00 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 5 700 | -60,33 | 341 | -60,30 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 50 716 | 88,49 | 3 036 | 88,57 | ||||
2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 12 071 | 65,65 | 725 | 66,44 | ||||
2025-07-07 | 13F | Wesbanco Bank Inc | 165 894 | 9 932 | ||||||
2025-08-14 | 13F | RMB Capital Management, LLC | 4 021 | 242 | ||||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 10 379 | 117,77 | 621 | 117,89 | ||||
2025-07-18 | 13F | Truist Financial Corp | 536 817 | 3,18 | 32 139 | 3,23 | ||||
2025-04-25 | 13F | Naviter Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-11 | 13F | Inspire Advisors, LLC | 4 750 | -35,04 | 284 | -35,01 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 17 085 | 0,68 | 1 023 | 0,69 | ||||
2025-07-31 | 13F | Vaughan David Investments Inc/il | 25 000 | 1 | ||||||
2025-08-12 | 13F | TCP Asset Management, LLC | 338 581 | 4,20 | 20 271 | 4,25 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 27 | 0,00 | 2 | 0,00 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 21 890 | 320,64 | 1 311 | 321,22 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 35 509 | -1,18 | 2 126 | -1,16 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 27 103 | 26,55 | 1 623 | 26,62 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 116 759 | 6,16 | 7 001 | 6,37 | ||||
2025-08-12 | 13F | Archer Investment Corp | 9 933 | -0,21 | 595 | -0,17 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 7 269 919 | 0,02 | 435 250 | 0,07 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 2 465 | 0,00 | 148 | 0,00 | ||||
2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 5 917 | -7,68 | 354 | -7,57 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 34 707 | -7,32 | 2 078 | -7,19 | ||||
2025-08-11 | 13F | Core Wealth Partners LLC | 33 114 | -32,56 | 1 983 | -32,54 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 84 749 | -22,18 | 5 092 | -22,14 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 136 085 | -29,90 | 8 | -27,27 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 54 751 | 4,08 | 3 278 | 4,13 | ||||
2025-07-31 | 13F | Lee Danner & Bass Inc | 6 800 | 0,00 | 407 | 0,25 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 4 990 | 7,13 | 299 | 7,19 | ||||
2025-07-25 | 13F | Transcendent Capital Group LLC | 153 246 | -32,16 | 9 175 | -32,13 | ||||
2025-07-09 | 13F | Client First Investment Management LLC | 4 256 | -8,12 | 255 | -8,30 | ||||
2025-08-12 | 13F | Del-Sette Capital Management, LLC | 4 346 | -9,80 | 260 | -9,72 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 12 145 | -9,74 | 727 | -9,69 | ||||
2025-08-04 | 13F | Great Lakes Retirement, Inc. | 41 723 | 10,88 | 2 507 | 10,93 | ||||
2025-08-05 | 13F | Welch & Forbes Llc | 36 389 | -0,44 | 2 179 | -0,41 | ||||
2025-08-15 | 13F | Brown Financial Advisors | 15 561 | -1,54 | 932 | -1,48 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 51 331 | 604,23 | 3 073 | 604,82 | ||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 3 850 | 0,00 | 230 | 0,00 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 120 893 | 10,40 | 7 238 | 10,45 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 59 284 | 20,01 | 3 549 | 20,06 | ||||
2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 89 006 | -9,96 | 5 329 | -9,92 | ||||
2025-07-25 | 13F | Cwm, Llc | 132 086 | 155,05 | 8 | 133,33 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 50 018 | 0,01 | 3 | 0,00 | ||||
2025-07-24 | 13F | Columbia Advisory Partners Llc | 3 856 | -19,23 | 231 | -19,30 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 17 907 | -1,27 | 1 072 | -1,20 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1 558 | -17,91 | 93 | -17,70 | ||||
2025-08-06 | 13F | Fairway Financial, LLC | 96 787 | -0,07 | 5 795 | -0,02 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 8 032 | 0,00 | 481 | 0,00 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 4 552 | 6,93 | 273 | 7,09 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 6 109 | 7,88 | 366 | 7,99 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 8 830 | -54,62 | 529 | -54,64 | ||||
2025-05-01 | 13F | Acorn Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 67 742 | -1,34 | 4 056 | -1,29 | ||||
2025-08-06 | 13F | TKG Advisors, LLC | 155 332 | 170,49 | 9 300 | 170,63 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 14 915 | -6,20 | 893 | -6,20 | ||||
2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 49 483 | 2 963 | ||||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 48 242 | 50,99 | 2 888 | 51,13 | ||||
2025-07-22 | 13F | Willner & Heller, Llc | 23 502 | 22,25 | 1 407 | 22,35 | ||||
2025-07-28 | 13F | Aries Wealth Management | 8 500 | 0,00 | 509 | 0,00 | ||||
2025-07-22 | 13F | Hickory Asset Management, Inc. | 5 923 | 1,11 | 355 | 1,14 | ||||
2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 21 287 | 4,67 | 1 274 | 4,77 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Parallel Advisors, LLC | 138 | 0,00 | 8 | 0,00 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 4 000 | -0,60 | 239 | -0,42 | ||||
2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 4 511 | -21,62 | 270 | -21,51 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 9 779 | 82,27 | 585 | 82,24 | ||||
2025-05-30 | NP | BRMSX - Bramshill Income Performance Fund Institutional Class | 438 | 26 | ||||||
2025-08-11 | 13F | Lake Street Financial Llc | 225 820 | 18,80 | 13 520 | 18,85 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 3 770 | 226 | ||||||
2025-07-23 | 13F | Ellsworth Advisors, LLC | 194 577 | 4,35 | 11 649 | 4,41 | ||||
2025-08-12 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 15 356 | 3,47 | 919 | 3,49 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 33 227 | 14,26 | 1 989 | 14,31 | ||||
2025-07-02 | 13F | Crumly & Associates Inc. | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 39 497 | 7,04 | 2 365 | 7,07 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 267 748 | 6,89 | 16 030 | 6,95 | ||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 53 078 | -53,47 | 3 178 | -53,45 | ||||
2025-08-14 | 13F | Objective Capital Management, LLC | 10 744 | 0,40 | 643 | 0,47 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 430 606 | -1,25 | 25 783 | -1,19 | ||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 65 663 | 2,31 | 4 | 0,00 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 28 771 | -0,85 | 1 723 | -0,81 | ||||
2025-05-15 | 13F | Concorde Asset Management, LLC | 1 165 643 | 1 243,88 | 69 717 | 1 244,85 | ||||
2025-07-11 | 13F | Coastwise Capital Group, LLC | 16 941 | -8,85 | 1 014 | -8,81 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 121 891 | -8,13 | 7 298 | -8,09 | ||||
2025-08-08 | 13F | Opinicus Capital, Inc. | 13 092 | 173,49 | 784 | 173,78 | ||||
2025-08-11 | 13F | Citigroup Inc | 194 730 | 33,99 | 11 659 | 34,06 | ||||
2025-08-14 | 13F | Bramshill Investments, LLC | 1 379 695 | -23,29 | 82 602 | -23,25 | ||||
2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 14 752 | 883 | ||||||
2025-07-15 | 13F | EWG Elevate Inc. | 72 628 | -0,10 | 4 348 | -0,05 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 4 702 | 33,69 | 282 | 33,81 | ||||
2025-05-01 | 13F | Steel Peak Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Kinloch Capital, LLC | 98 504 | 17,03 | 5 897 | 17,10 | ||||
2025-08-05 | 13F | Tsfg, Llc | 623 | 0,97 | 0 | |||||
2025-08-11 | 13F | Rahlfs Capital, Llc | 7 926 | 56,15 | 475 | 56,44 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 14 841 | 17,31 | 888 | 17,46 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 10 627 | 5,36 | 1 | |||||
2025-08-04 | 13F | Wealth Management Associates, Inc. | 15 037 | -1,25 | 900 | -1,21 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 287 994 | 59,77 | 17 242 | 59,86 | ||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 8 139 | -0,70 | 487 | -0,61 | ||||
2025-07-09 | 13F | Triumph Capital Management | 259 341 | -4,97 | 15 527 | -4,93 | ||||
2025-05-06 | 13F | JPL Wealth Management, LLC | 16 490 | 983 | ||||||
2025-08-07 | 13F | Fund Evaluation Group, LLC | 3 769 | 226 | ||||||
2025-07-03 | 13F | Sage Capital Advisors,llc | 12 595 | 0,82 | 754 | 0,94 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 111 247 | -39,44 | 6 660 | -39,41 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5 220 | -18,05 | 313 | -18,11 | ||||
2025-07-23 | 13F | 1 North Wealth Services Llc | 37 | 0,00 | 2 | 0,00 | ||||
2025-07-25 | 13F | Prostatis Group LLC | 3 722 | 223 | ||||||
2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 3 287 | 9,57 | 197 | 9,50 | ||||
2025-07-15 | 13F | Cassia Capital Partners, LLC | 156 611 | -3,58 | 9 376 | -3,53 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 112 843 | 6 756 | ||||||
2025-04-24 | 13F | Trust Co Of Vermont | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Paul Damon & Associates, Inc. | 34 502 | -0,67 | 2 066 | -0,63 | ||||
2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 7 251 | -11,78 | 434 | -11,61 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Sterling Manor Financial, LLC | 178 018 | 4,36 | 10 658 | 4,41 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 32 484 | -26,41 | 1 953 | -26,05 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 47 914 | -11,03 | 2 869 | -10,99 | ||||
2025-08-06 | 13F | Centerpoint Advisory Group | 12 992 | 2,12 | 778 | 2,10 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-04 | 13F | Spire Wealth Management | 73 155 | -47,87 | 4 380 | -47,84 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 35 841 | 21,49 | 2 146 | 21,53 | ||||
2025-05-15 | 13F | Prosperity Financial Group, Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | GDS Wealth Management | 277 758 | -50,37 | 16 629 | -50,34 | ||||
2025-08-26 | 13F | Claris Financial LLC | 49 607 | -18,51 | 2 970 | -18,39 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 65 617 | -15,14 | 3 929 | -15,09 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 4 866 | 28,63 | 291 | 28,76 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 10 986 | -4,68 | 658 | -4,64 | ||||
2025-04-23 | 13F | Mattern Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 97 246 | 2,23 | 5 822 | 2,28 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 31 873 | 43,17 | 1 908 | 43,24 | ||||
2025-07-11 | 13F | Thomasville National Bank | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Advisor OS, LLC | 36 276 | -45,80 | 2 172 | -45,79 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 21 870 | -9,34 | 1 309 | -9,29 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 146 047 | -5,21 | 68 629 | -5,15 | ||||
2025-07-31 | 13F | Moment Partners, LLC | 65 927 | -3,80 | 3 947 | -3,76 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 25 183 | -13,55 | 1 508 | -13,54 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 183 347 | 5,46 | 10 977 | 5,52 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | 1776 Wealth LLC | 152 278 | -16,93 | 9 117 | -16,89 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 50 970 | -18,11 | 3 052 | -18,07 | ||||
2025-08-06 | 13F | 360 Financial, Inc. | 28 399 | 0,67 | 1 700 | 0,71 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 2 660 | 0,00 | 159 | 0,00 | ||||
2025-07-16 | 13F | Cambridge Advisors Inc. | 19 797 | -1,14 | 1 185 | -1,09 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 11 807 | 11,64 | 707 | 11,71 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 7 253 | -20,09 | 434 | -20,07 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 521 | -10,17 | 31 | -8,82 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 94 498 | 10,30 | 5 658 | 10,36 | ||||
2025-05-14 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Sigma Planning Corp | 91 132 | -7,27 | 5 456 | -7,23 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 248 659 | -6,05 | 14 887 | -6,00 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 8 395 | -45,46 | 502 | -45,49 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 11 283 | -2,72 | 675 | -2,74 | ||||
2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | San Luis Wealth Advisors LLC | 6 085 | 0,28 | 0 | |||||
2025-08-11 | 13F | Nordwand Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | NP | LDSF - First Trust Low Duration Strategic Focus ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 123 634 | 5,94 | 7 393 | 5,87 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 290 | 0,00 | 17 | 0,00 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 915 | 0,00 | 55 | 0,00 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 628 301 | 31,50 | 38 | 32,14 | ||||
2025-08-11 | 13F/A | Purus Wealth Management, LLC | 37 206 | -2,14 | 2 228 | -2,11 | ||||
2025-07-08 | 13F | Atwood & Palmer Inc | 400 | -93,70 | 24 | -93,93 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 239 929 | 49,95 | 14 365 | 50,03 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 69 337 | -9,74 | 4 151 | -9,68 | ||||
2025-08-01 | 13F | Wealth Watch Advisors, INC | 17 166 | -7,11 | 1 028 | -7,06 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 9 100 | 82,00 | 547 | 82,00 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 3 919 | 121,41 | 234 | 122,86 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Virtus Wealth Solutions LLC | 143 053 | -1,57 | 8 565 | -1,52 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 47 918 | 60,57 | 2 869 | 60,67 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | JNBA Financial Advisors | 64 | 1,59 | 4 | 0,00 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 3 793 | -9,99 | 227 | -9,92 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 48 | 3 | ||||||
2025-07-24 | 13F | SLT Holdings LLC | 20 603 | -22,30 | 1 234 | -22,26 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 450 | 1 566,67 | 27 | 2 500,00 | ||||
2025-07-16 | 13F | PFS Partners, LLC | 5 484 | 0,09 | 328 | 0,31 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 150 | -68,29 | 9 | -71,43 | ||||
2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 3 349 | 201 | ||||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 3 544 | -10,57 | 212 | -10,55 | ||||
2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 5 195 | 0,00 | 311 | 0,32 | ||||
2025-07-08 | 13F | Paladin Wealth, LLC | 17 695 | -8,09 | 1 059 | -8,07 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 9 779 | 39,46 | 585 | 39,62 | ||||
2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 5 172 | -3,54 | 310 | -3,44 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 70 421 | 7,36 | 4 231 | 7,41 | ||||
2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 19 626 | -1,89 | 1 175 | -1,84 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 89 585 | 7,31 | 5 363 | 7,37 | ||||
2025-08-14 | 13F | Prelude Capital Management, Llc | 8 040 | -7,96 | 481 | -7,85 | ||||
2025-08-08 | 13F | Condor Capital Management | 26 670 | 0,00 | 1 597 | 0,06 | ||||
2025-07-18 | 13F | McGuire Investment Group, LLC | 122 622 | 16,06 | 7 341 | 16,12 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 23 225 | -58,76 | 1 390 | -58,74 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 52 536 | 6,78 | 3 145 | 6,83 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 145 | 0,00 | 9 | 0,00 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 208 | 0 | ||||||
2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 199 679 | 0,10 | 11 955 | 0,14 | ||||
2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 13 454 | -64,88 | 805 | -64,86 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 161 039 | 10,72 | 9 641 | 10,78 | ||||
2025-07-17 | 13F | Mainsail Financial Group, LLC | 270 709 | 6,43 | 16 218 | 6,56 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 29 962 | 0,00 | 1 794 | 0,06 | ||||
2025-08-13 | 13F | Stenger Family Office, LLC | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Gradient Investments LLC | 423 183 | -0,89 | 25 336 | -0,85 | ||||
2025-08-01 | 13F | Capital Investment Counsel, LLC | 9 903 | -12,32 | 593 | -12,30 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Maripau Wealth Management Llc | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Refined Wealth Management | 14 811 | 0,00 | 887 | 0,00 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 25 | 0,00 | 2 | 0,00 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 219 | 0,00 | 0 | |||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 71 | 0,00 | 4 | 0,00 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 115 557 | 6 918 | ||||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 11 268 | 0,93 | 675 | 0,90 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 7 315 | 0,94 | 438 | 0,92 | ||||
2025-07-23 | 13F | Friedenthal Financial | 373 | 15,84 | 22 | 15,79 | ||||
2025-07-23 | 13F | GGM Financials LLC | 143 053 | 8 565 | ||||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 46 509 | -6,30 | 2 785 | -6,26 | ||||
2025-07-10 | 13F | Guided Capital Wealth Management, LLC | 16 916 | -23,58 | 1 013 | -23,56 | ||||
2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 18 477 | 0,06 | 1 106 | 0,18 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 4 472 | -44,65 | 268 | -44,72 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 3 974 | -62,52 | 238 | -62,62 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 394 678 | -4,58 | 23 629 | -4,53 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 4 100 | 0,00 | 245 | 0,00 | ||||
2025-08-06 | 13F | OneAscent Family Office, LLC | 3 950 | 0,00 | 0 | |||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 33 267 | 4,97 | 2 | 0,00 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 052 295 | -3,04 | 63 | -1,56 | ||||
2025-05-14 | 13F | REAP Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 292 | 0,00 | 17 | 0,00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2 586 908 | -18,96 | 154 878 | -18,92 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 61 834 | 213,37 | 3 702 | 213,64 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 143 773 | -11,72 | 8 608 | -11,68 | ||||
2025-07-17 | 13F | G&S Capital LLC | 98 733 | 198,69 | 5 911 | 198,99 | ||||
2025-07-24 | 13F | Blair William & Co/il | 305 | 15,09 | 18 | 20,00 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 245 957 | 2,05 | 14 725 | 2,10 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 77 954 | 3,18 | 4 668 | 3,27 | ||||
2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 49 724 | 39,51 | 2 977 | 39,59 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 6 552 | -83,74 | 392 | -83,71 | ||||
2025-08-01 | 13F | United Capital Management of KS, Inc. | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Nilsine Partners, LLC | 80 157 | 2,47 | 4 799 | 2,52 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 127 115 | 3,39 | 7 610 | 3,44 | ||||
2025-07-22 | 13F | Kessler Investment Group, LLC | 265 | 1 666,67 | 16 | |||||
2025-08-06 | 13F | Prospera Financial Services Inc | 353 325 | 11,28 | 21 163 | 11,33 | ||||
2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100,00 | 0 | |||||
2025-05-09 | 13F | Northern Oak Wealth Management Inc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Change Path, LLC | 71 037 | 26,22 | 4 253 | 26,28 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 131 617 | -17,64 | 7 895 | -17,73 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2 000 | 0,00 | 120 | 0,00 | ||||
2025-07-29 | 13F | Private Trust Co Na | 32 655 | -19,06 | 1 955 | -19,01 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 14 798 | 21,81 | 886 | 21,90 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 30 883 | 3,50 | 2 | 0,00 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 85 993 | -0,30 | 5 148 | -0,25 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 756 990 | -1,70 | 45 321 | -1,65 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 87 056 | -1,09 | 5 216 | -0,97 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 28 852 | -18,66 | 1 727 | -18,61 | ||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 95 196 | -10,15 | 5 699 | -10,10 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 14 354 | 0,36 | 859 | 0,47 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 296 336 | 2,95 | 17 742 | 3,01 | ||||
2025-08-14 | 13F | UBS Group AG | 3 279 956 | -2,26 | 196 371 | -2,21 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 225 | 0,00 | 73 | 0,00 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 17 358 | -5,43 | 1 039 | -5,37 | ||||
2025-07-14 | 13F | Financial Enhancement Group LLC | 56 080 | -53,61 | 3 359 | -53,64 | ||||
2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 23 503 | 156,47 | 1 407 | 156,75 | ||||
2025-08-14 | 13F | KKM Financial LLC | 17 498 | -21,66 | 1 048 | -21,63 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 10 305 | -94,00 | 617 | -94,01 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 110 561 | 6 619 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 236 180 | -1,00 | 14 140 | -0,95 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 8 776 | -5,49 | 525 | -5,41 | ||||
2025-08-05 | 13F | Holistic Financial Partners | 7 611 | -37,68 | 456 | -37,67 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 97 650 | 211,47 | 5 846 | 211,62 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 71 278 | 0,08 | 4 283 | 0,12 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 23 | 0,00 | 1 | 0,00 | ||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 28 630 | -5,68 | 1 714 | -5,62 | ||||
2025-07-23 | 13F | Gentry Private Wealth, Llc | 58 200 | 16,40 | 3 484 | 16,44 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 7 818 | -25,30 | 468 | -25,24 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 298 967 | 3,34 | 17 959 | 3,37 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 42 325 | -2,67 | 3 | 0,00 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 288 092 | -4,37 | 17 248 | -4,32 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 13 | 1 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 29 115 | 13,81 | 1 743 | 13,92 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 28 327 | 8,17 | 1 696 | 8,17 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 217 045 | -22,83 | 12 994 | -22,79 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 312 935 | 21,90 | 18 735 | 21,96 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 12 476 | -46,07 | 747 | -46,10 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 1 442 892 | 22,18 | 86 386 | 22,24 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 37 290 | 1,18 | 2 233 | 1,22 | ||||
2025-07-11 | 13F | Shelton Wealth Management, Llc | 208 380 | -4,91 | 12 476 | -4,87 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 34 588 | -8,00 | 2 071 | -7,96 | ||||
2025-07-29 | 13F | Manchester Financial Inc | 221 657 | -14,06 | 13 271 | -14,02 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 66 | 0,00 | 4 | 0,00 | ||||
2025-08-11 | 13F | Tidemark, LLC | 5 431 | -1,02 | 325 | -0,91 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 25 860 | 6,94 | 1 548 | 6,69 | ||||
2025-05-15 | 13F | Modern Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 24 609 | 1 473 | ||||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8 738 | -6,80 | 523 | -6,77 | ||||
2025-07-28 | 13F | Lunt Capital Management, Inc. | 6 860 | -2,22 | 411 | -2,15 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 49 768 | 5,03 | 2 980 | 5,08 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 4 393 | 1 399,32 | 263 | 1 447,06 | ||||
2025-08-04 | 13F | Atria Investments Llc | 316 048 | -1,06 | 18 922 | -1,01 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 12 041 | 721 | ||||||
2025-07-31 | 13F | Orion Capital Management LLC | 0 | -100,00 | 0 | |||||
2025-05-02 | 13F | Sachetta, LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 8 209 | 108,88 | 491 | 108,94 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | ZEGA Investments, LLC | 49 935 | 2,32 | 2 990 | 2,36 | ||||
2025-07-30 | 13F | Paragon Advisors, LLC | 1 065 893 | 63 815 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 2 501 150 | 4,60 | 149 744 | 4,65 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 1 493 | -4,60 | 89 | -4,30 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 405 | 1,25 | 24 | 4,35 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 21 662 | 16,14 | 1 297 | 16,13 | ||||
2025-08-05 | 13F | Huntington National Bank | 20 | 0,00 | ||||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 11 772 | 0,00 | 705 | 0,00 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 36 700 | -0,94 | 2 197 | -0,54 | ||||
2025-07-16 | 13F | EdgeRock Capital LLC | 109 713 | -11,35 | 6 576 | -11,20 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 42 372 | 668,86 | 2 537 | 668,79 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 6 964 | 9,34 | 417 | 9,19 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 64 188 | 3 843 | ||||||
2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 8 371 | -42,36 | 501 | -42,28 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 4 439 | 3,93 | 266 | 3,92 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 3 432 | 0,00 | 205 | -0,49 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 2 300 | 0,00 | 138 | 0,00 | ||||
2025-08-12 | 13F | MAI Capital Management | 15 442 | 0,00 | 925 | 0,00 |