Statistiques de base
Propriétaires institutionnels | 370 total, 370 long only, 0 short only, 0 long/short - change of 3,63% MRQ |
Allocation moyenne du portefeuille | 0.8017 % - change of 0,97% MRQ |
Actions institutionnelles (Long) | 169 563 903 (ex 13D/G) - change of -3,05MM shares -1,77% MRQ |
Valeur institutionnelle (Long) | $ 8 245 978 USD ($1000) |
Participation institutionnels et actionnaires
PGIM ETF Trust - PGIM Ultra Short Bond ETF (US:PULS) détient 370 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 169,563,903 actions. Les principaux actionnaires incluent Jpmorgan Chase & Co, Prudential Financial Inc, Morgan Stanley, Bank Of America Corp /de/, LPL Financial LLC, Wells Fargo & Company/mn, Fmr Llc, Raymond James Financial Inc, Charles Schwab Investment Management Inc, and UBS Group AG .
PGIM ETF Trust - PGIM Ultra Short Bond ETF (ARCA:PULS) 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 11, 2025 is 49,71 / share. Previously, on September 12, 2024, the share price was 49,64 / share. This represents an increase of 0,15% 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 13D/G
Nous présentons les dépôts 13D/G séparément des dépôts 13F en raison de leur traitement différent par la SEC. Les déclarations 13D/G peuvent être déposées par des groupes d'investisseurs (avec un leader), ce qui n'est pas le cas des déclarations 13F. Il en résulte des situations dans lesquelles un investisseur peut déposer une déclaration 13D/G indiquant une valeur pour le total des actions (représentant toutes les actions détenues par le groupe d'investisseurs), mais déposer ensuite une déclaration 13F indiquant une valeur différente pour le total des actions (représentant strictement ses propres actions). Cela signifie que l'actionnariat des déclarations 13D/G et des déclarations 13F n'est souvent pas directement comparable, c'est pourquoi nous les présentons séparément.
Note : À compter du 16 mai 2021, nous n'affichons plus les propriétaires qui n'ont pas déposé de déclaration 13D/G au cours de l'année écoulée. Auparavant, nous montrions l'historique complet des déclarations 13D/G. En général, les entités qui sont tenues de déposer des déclarations 13D/G doivent le faire au moins une fois par an avant de soumettre une déclaration de clôture. Cependant, il arrive que des fonds sortent de positions sans soumettre de déclaration de clôture (c'est-à-dire qu'ils procèdent à une liquidation), de sorte que l'affichage de l'historique complet pouvait prêter à confusion quant à l'actionnariat actuel. Pour éviter toute confusion, nous n'affichons désormais que les propriétaires "actuels", c'est-à-dire les propriétaires qui ont déposé des documents au cours de l'année écoulée.
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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.
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Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-22 | 13F | Belpointe Asset Management LLC | 188 479 | 18,34 | 9 379 | 18,41 | ||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 67 612 | 9,35 | 3 364 | 9,43 | ||||
2025-04-17 | 13F | Sound Income Strategies, LLC | 0 | -100,00 | 0 | |||||
2025-04-21 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100,00 | 0 | |||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 7 034 | 0,00 | 0 | |||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 22 307 | 1 110 | ||||||
2025-04-23 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 403 485 | 11,79 | 169 357 | 11,86 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 10 059 | 501 | ||||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2 705 | 50,78 | 135 | 50,56 | ||||
2025-07-16 | 13F | BOS Asset Management, LLC | 45 869 | -11,49 | 2 282 | -11,45 | ||||
2025-08-04 | 13F | Assetmark, Inc | 89 | -76,64 | 4 | -77,78 | ||||
2025-07-09 | 13F | Shore Point Advisors, LLC | 9 225 | 53,42 | 459 | 53,51 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 51 | 0,00 | 3 | 0,00 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 283 568 | 55,77 | 14 123 | 56,04 | ||||
2025-08-06 | 13F | ZEGA Investments, LLC | 59 005 | 3,45 | 2 936 | 3,53 | ||||
2025-08-07 | 13F | Allworth Financial LP | 301 | 0,00 | 15 | 0,00 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 36 327 | 3,13 | 1 808 | 3,20 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 7 983 | 397 | ||||||
2025-07-31 | 13F | Nilsine Partners, LLC | 11 454 | 570 | ||||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 28 386 | -20,90 | 1 412 | -20,85 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 888 | 44 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 242 160 | -8,14 | 12 050 | -8,09 | ||||
2025-08-06 | 13F | Round Rock Advisors, LLC | 11 332 | 564 | ||||||
2025-04-15 | 13F | Kelly Financial Services LLC | 0 | -100,00 | 0 | |||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Cora Capital Advisors Llc | 4 350 | 0,00 | 216 | 0,00 | ||||
2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 314 337 | 1,40 | 15 641 | 1,46 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 5 483 | 0,00 | 273 | 0,00 | ||||
2025-07-16 | 13F | BankPlus Wealth Management LLC | 4 692 | 8,84 | 233 | 8,88 | ||||
2025-07-22 | 13F | Innovative Wealth Building LLC | 126 935 | 124,36 | 6 316 | 124,53 | ||||
2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 6 420 | 319 | ||||||
2025-07-17 | 13F | Crane Advisory, LLC | 1 930 818 | 6,81 | 95 846 | 7,31 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 6 599 595 | 11,54 | 328 396 | 11,61 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 8 183 | -0,32 | 407 | -0,25 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 11 942 | 595 | ||||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 3 650 | 0,00 | 182 | 0,00 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 15 783 | 53,20 | 785 | 53,32 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 152 584 | 16,61 | 7 593 | 16,67 | ||||
2025-07-14 | 13F | Seed Wealth Management, Inc. | 27 629 | -4,30 | 1 375 | -4,25 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 8 069 | 402 | ||||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 | 0,00 | 0 | |||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 62 | 3 | ||||||
2025-07-18 | 13F | First United Bank Trust/ | 46 326 | 8,12 | 2 305 | 8,22 | ||||
2025-07-28 | 13F | Copia Wealth Management | 188 | 0,00 | 9 | 0,00 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 340 744 | 177,51 | 16 915 | 177,01 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 2 083 | -19,08 | 104 | -19,53 | ||||
2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 51 595 | -13,89 | 2 561 | -14,15 | ||||
2025-08-04 | 13F/A | 626 Financial, LLC | 33 297 | 12,62 | 1 657 | 12,65 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 4 405 | 219 | ||||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 194 702 | 1 021,49 | 9 688 | 1 022,60 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 532 407 | 6,68 | 26 | 8,33 | ||||
2025-07-23 | 13F | WESPAC Advisors, LLC | 62 299 | -22,23 | 3 100 | -22,19 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 328 629 | 55,98 | 16 353 | 56,08 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 272 | 0,00 | 14 | 0,00 | ||||
2025-07-03 | 13F | City Center Advisors, LLC | 20 059 | 103,75 | 998 | 104,09 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 166 841 | 4,41 | 8 302 | 4,48 | ||||
2025-08-06 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 4 882 | -5,04 | 243 | -5,10 | ||||
2025-07-22 | 13F | Ellenbecker Investment Group | 31 861 | -6,71 | 1 585 | -6,65 | ||||
2025-05-06 | 13F | USAdvisors Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 2 464 878 | -4,42 | 122 653 | -4,36 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 14 649 | 4,48 | 729 | 4,45 | ||||
2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 35 819 | -16,46 | 1 782 | -16,42 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 127 893 | 31,40 | 6 355 | 31,55 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 85 205 | 67,52 | 4 240 | 67,62 | ||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 294 957 | -1,60 | 14 677 | -1,54 | ||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 129 587 | 0,13 | 6 448 | 0,20 | ||||
2025-07-10 | 13F | Worth Asset Management, LLC | 74 920 | 289,17 | 3 728 | 289,55 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 100 170 | 2,58 | 4 984 | 2,64 | ||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 10 985 | 1,21 | 547 | 1,30 | ||||
2025-08-13 | 13F | Keystone Financial Group | 5 709 | -19,14 | 284 | -19,09 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 18 055 | 2,04 | 898 | 2,16 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 714 | 36 | ||||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 5 042 | 0,00 | 251 | 0,00 | ||||
2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 743 584 | -19,55 | 37 001 | -19,50 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 303 133 | 11,80 | 15 035 | 11,50 | ||||
2025-07-16 | 13F | Embree Financial Group | 177 086 | 0,51 | 8 812 | 0,57 | ||||
2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 7 379 | -3,38 | 367 | -3,17 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 5 540 | 276 | ||||||
2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 639 837 | -9,45 | 31 838 | -9,40 | ||||
2025-07-18 | 13F | Brueske Advisory Services, LLC | 15 148 | 10,42 | 754 | 10,41 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 4 472 | 223 | ||||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Team Financial Group, LLC | 16 518 | -8,85 | 822 | -8,88 | ||||
2025-07-29 | 13F | Systelligence, LLC | 11 841 | -22,26 | 589 | -22,19 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 5 043 | -7,40 | 251 | -7,41 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 32 817 | -15,63 | 1 633 | -15,62 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 6 656 | 331 | ||||||
2025-07-31 | 13F | Catalyst Capital Advisors LLC | 119 165 | 0,00 | 5 930 | 0,05 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 98 027 | -12,83 | 4 878 | -12,79 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 5 491 | 273 | ||||||
2025-07-30 | 13F | D.a. Davidson & Co. | 31 280 | -82,60 | 1 556 | -82,60 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 193 706 | -19,63 | 9 639 | -19,58 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 461 801 | -20,11 | 22 979 | -20,03 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 4 815 | -9,15 | 240 | -9,13 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 81 944 | -4,23 | 4 078 | -3,71 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 7 816 | 65,63 | 389 | 65,81 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 9 259 | 131,36 | 0 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 33 714 033 | 2,73 | 1 677 610 | 2,80 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 1 500 | 75 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 253 816 | 3,17 | 12 630 | 3,23 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 141 859 | 8,48 | 7 059 | 8,55 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 31 849 | -50,16 | 2 | -66,67 | ||||
2025-07-07 | 13F | Life Line Wealth Management Llc | 7 667 | 1,20 | 382 | 1,33 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 220 963 | -5,84 | 10 995 | -5,78 | ||||
2025-05-13 | 13F | Quadrant Capital Group Llc | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 26 511 | 1 319 | ||||||
2025-07-31 | 13F | Insight Wealth Partners, LLC | 20 494 | 4,22 | 1 020 | 4,30 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 7 718 | 1,19 | 384 | 1,32 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 152 697 | 71,95 | 7 598 | 72,06 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 150 859 | 15,71 | 7 496 | 15,86 | ||||
2025-07-29 | 13F | TrueMark Investments, LLC | 0 | -100,00 | 0 | |||||
2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
2025-04-21 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 503 | 0,00 | 25 | 0,00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 9 849 | 74,97 | 490 | 75,63 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 139 310 | -30,76 | 6 932 | -30,71 | ||||
2025-07-30 | 13F | Retirement Planning Group | 32 545 | -23,33 | 1 619 | -23,27 | ||||
2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 88 489 | 17,84 | 4 403 | 17,92 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 361 100 | 17 968 | ||||||
2025-08-12 | 13F | Vestor Capital, Llc | 3 700 | 0 | ||||||
2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 62 256 | 0,08 | 3 098 | 0,13 | ||||
2025-07-18 | 13F | Truist Financial Corp | 147 721 | 1,46 | 7 351 | 1,52 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 7 500 | 178,91 | 373 | 180,45 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 16 490 | 3,83 | 821 | 3,93 | ||||
2025-08-14 | 13F | Mariner, LLC | 190 959 | -10,52 | 9 502 | -10,47 | ||||
2025-08-04 | 13F | Northwest Financial Advisors | 12 415 | 12,27 | 618 | 12,39 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 83 354 | 4,71 | 4 143 | 5,21 | ||||
2025-08-14 | 13F | Temasek Holdings (Private) Ltd | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 45 598 | -4,46 | 2 269 | -4,42 | ||||
2025-08-14 | 13F | Fmr Llc | 4 760 269 | -0,81 | 236 871 | -0,75 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 14 080 | -27,50 | 701 | -27,46 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 234 194 | 4,56 | 61 416 | 4,62 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 279 248 | 6,00 | 13 895 | 6,06 | ||||
2025-08-11 | 13F | M Wealth Management, LLC | 320 908 | -1,64 | 15 968 | -1,58 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22 866 | -26,48 | 1 138 | -26,46 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 15 982 | -11,18 | 795 | -11,07 | ||||
2025-07-29 | 13F | SAM Advisors, LLC | 34 503 | -7,88 | 1 717 | -7,84 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 38 071 | -27,25 | 1 894 | -27,21 | ||||
2025-08-08 | 13F | Hedeker Wealth, LLC | 79 199 | 13,59 | 3 941 | 13,64 | ||||
2025-06-26 | NP | PADAX - PGIM Absolute Return Bond Fund Class A | 2 350 000 | 0,00 | 116 678 | -0,22 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 24 037 | 4,57 | 1 196 | 4,64 | ||||
2025-08-04 | 13F | Impact Partnership Wealth, LLC | 12 913 | 643 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 194 547 | 986,13 | 9 681 | 987,64 | ||||
2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 172 135 | -44,80 | 8 565 | -44,77 | ||||
2025-08-12 | 13F | LPL Financial LLC | 9 377 403 | -1,24 | 466 620 | -1,18 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 9 437 | 0,65 | 470 | 0,64 | ||||
2025-07-17 | 13F | Cyr Financial Inc. | 5 774 | -20,03 | 287 | -20,06 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 153 228 | 293,39 | 7 626 | 293,70 | ||||
2025-08-14 | 13F | Byrne Financial Freedom, Llc | 53 758 | 1,95 | 2 675 | 2,02 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Prospera Financial Services Inc | 18 766 | 19,60 | 934 | 19,62 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 12 093 | -14,14 | 602 | -14,00 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 49 864 | -3,27 | 2 481 | -3,20 | ||||
2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 9 236 | -0,22 | 460 | -0,22 | ||||
2025-08-05 | 13F | Huntington National Bank | 1 043 | 1 903,85 | ||||||
2025-07-11 | 13F | Congress Park Capital LLC | 183 509 | 9 131 | ||||||
2025-04-25 | 13F | Saxon Interests, Inc. | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Owen LaRue, LLC | 27 522 | 155,61 | 1 369 | 155,89 | ||||
2025-05-13 | 13F | Nations Financial Group Inc, /ia/ /adv | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 77 276 | 9,60 | 3 845 | 9,67 | ||||
2025-08-14 | 13F | New England Asset Management Inc | 100 | 0,00 | 5 | 0,00 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 184 | 0,00 | 9 | 0,00 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 215 | -72,99 | 11 | -74,36 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 50 388 | -5,88 | 2 507 | -5,82 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 17 319 | 328,48 | 862 | 328,36 | ||||
2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-12 | 13F | Prudential Financial Inc | 24 947 177 | 13,67 | 1 241 407 | 13,74 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 89 647 | 2,27 | 4 461 | 2,32 | ||||
2025-08-05 | 13F | Everest Management Corp. | 26 344 | -13,08 | 1 311 | -13,07 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 8 682 | 0,12 | 432 | 0,23 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 110 | 0,00 | 5 | 0,00 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 28 455 | 28,98 | 1 416 | 28,99 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 163 | 8 | ||||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 6 630 | 0 | ||||||
2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 49 643 | 8,67 | 2 470 | 8,76 | ||||
2025-07-25 | 13F | Cwm, Llc | 211 299 | 9,79 | 11 | 11,11 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 157 021 | -59,43 | 7 813 | -59,41 | ||||
2025-08-14 | 13F | Betterment LLC | 32 714 | 5,24 | 2 | 0,00 | ||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 11 701 | 60,02 | 582 | 60,33 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 12 748 | 3,22 | 634 | 3,26 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 98 497 | 8,04 | 4 898 | 8,43 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 11 167 | 17,97 | 556 | 18,09 | ||||
2025-04-24 | 13F | Trust Co Of Vermont | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8 748 | 435 | ||||||
2025-08-06 | 13F | Wedbush Securities Inc | 42 621 | -36,70 | 2 | -33,33 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 1 548 208 | 38,69 | 77 039 | 38,80 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Avestar Capital, LLC | 260 963 | 186,71 | 12 986 | 186,90 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 124 673 | -1,43 | 6 200 | -1,45 | ||||
2025-04-10 | 13F | Secure Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-02 | 13F | Crumly & Associates Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-23 | 13F | 1 North Wealth Services Llc | 251 333 | 3,63 | 12 506 | 3,69 | ||||
2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 5 370 | -6,46 | 267 | -6,32 | ||||
2025-08-07 | 13F | Nwam Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 8 936 | 443 | ||||||
2025-08-04 | 13F | Spire Wealth Management | 620 | 31 | ||||||
2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 204 320 | 9,40 | 10 130 | 9,76 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 14 200 | 707 | ||||||
2025-08-12 | 13F | MAI Capital Management | 1 506 101 | 5,48 | 74 944 | 5,54 | ||||
2025-08-14 | 13F | Tripletail Wealth Management, LLC | 25 609 | 1 272 | ||||||
2025-07-11 | 13F | International Private Wealth Advisors LLC | 5 182 | 0,00 | 258 | 0,00 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 118 118 | 3,90 | 5 878 | 3,96 | ||||
2025-08-29 | NP | SHIEX - Catalyst/Exceed Defined Shield Fund Class A | 119 165 | 0,00 | 5 930 | 0,05 | ||||
2025-05-13 | 13F | Centerpoint Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Mml Investors Services, Llc | 432 494 | -4,66 | 22 | -4,55 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Cypress Capital, LLC | 43 807 | 43,08 | 2 180 | 43,17 | ||||
2025-08-14 | 13F | Hara Capital LLC | 1 234 | -39,33 | 61 | -39,60 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 4 112 553 | -5,78 | 204 641 | -5,73 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 37 673 | 35,69 | 1 875 | 35,80 | ||||
2025-08-13 | 13F | MBM Wealth Consultants, LLC | 350 138 | 5,72 | 17 423 | 5,78 | ||||
2025-07-17 | 13F | Applied Capital LLC | 16 312 | -6,62 | 812 | -6,57 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 35 152 | -0,17 | 1 749 | -0,11 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 5 999 | 0,25 | 299 | 0,34 | ||||
2025-07-07 | 13F | First Citizens Financial Corp | 30 199 | -44,92 | 1 503 | -44,90 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 2 732 | 109,83 | 136 | 110,94 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Financial Advocates Investment Management | 29 581 | 12,81 | 1 472 | 12,89 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 3 550 | 1,31 | 177 | 1,15 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 17 407 | -58,91 | 866 | -58,88 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 43 | 0,00 | 2 | 0,00 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 18 606 | 177,41 | 926 | 177,78 | ||||
2025-07-15 | 13F | McCarthy & Cox | 36 082 | 1,92 | 1 795 | 1,99 | ||||
2025-08-14 | 13F | Camarda Financial Advisors, LLC | 26 325 | 5,03 | 1 310 | 5,06 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 5 455 | -28,51 | 271 | -28,50 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 25 000 | 1 244 | ||||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 240 816 | 4,39 | 11 983 | 4,46 | ||||
2025-09-11 | 13F | Silicon Valley Capital Partners | 247 | 12 | ||||||
2025-07-16 | 13F | Ironwood Wealth Management, Inc. | 393 762 | 0,16 | 19 535 | 0,61 | ||||
2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 62 978 | 47,67 | 3 134 | 47,78 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 148 443 | 38,58 | 7 387 | 38,65 | ||||
2025-08-14 | 13F | UBS Group AG | 3 510 704 | -14,72 | 174 693 | -14,67 | ||||
2025-08-05 | 13F | Aurdan Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 145 276 | 9,29 | 7 | 16,67 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 144 370 | 88,22 | 7 184 | 88,33 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 15 | 1 | ||||||
2025-08-13 | 13F | Scotia Capital Inc. | 16 949 | -5,85 | 843 | -5,81 | ||||
2025-08-14 | 13F | Colony Group, LLC | 31 902 | 39,57 | 1 587 | 39,70 | ||||
2025-07-14 | 13F | McMahon Financial Advisors, LLC | 95 452 | -4,47 | 4 750 | -4,41 | ||||
2025-08-01 | 13F | Howard Capital Management Inc. | 31 299 | 25,58 | 1 557 | 25,67 | ||||
2025-08-15 | 13F | Morgan Stanley | 15 115 195 | 9,71 | 752 132 | 9,77 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 124 859 | 54,75 | 6 213 | 54,84 | ||||
2025-08-06 | 13F | Excalibur Management Corp | 15 433 | 9,35 | 768 | 9,42 | ||||
2025-07-08 | 13F | IAM Advisory, LLC | 4 729 | -98,24 | 235 | -98,24 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 150 280 | 18,17 | 7 478 | 18,23 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 10 497 | 522 | ||||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9 088 | -8,78 | 452 | -8,69 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 165 231 | 16,10 | 8 222 | 16,17 | ||||
2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 36 421 | 13,45 | 1 812 | 13,53 | ||||
2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 17 271 | -87,43 | 859 | -87,38 | ||||
2025-07-17 | 13F | City Holding Co | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Hartland & Co., LLC | 53 305 | -23,95 | 2 652 | -23,90 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 45 885 | 0,80 | 2 283 | 0,88 | ||||
2025-08-08 | 13F | Phoenix Wealth Advisors | 106 177 | -37,88 | 5 283 | -37,84 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 575 987 | 1,11 | 28 661 | 1,17 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 21 279 | 1 | ||||||
2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 301 656 | 3 116,29 | 15 039 | 3 134,19 | ||||
2025-08-13 | 13F | Navis Wealth Advisors, LLC | 101 080 | -15,66 | 5 030 | -15,62 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 161 291 | 127,83 | 8 026 | 127,98 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 20 128 | 4,33 | 1 002 | 4,38 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 128 603 | 1 652,08 | 6 395 | 1 652,05 | ||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 19 968 | 219,08 | 993 | 220,32 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 1 079 | 0,00 | 54 | 0,00 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 11 647 | 5,38 | 575 | 5,50 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 1 066 105 | 1,18 | 53 049 | 1,24 | ||||
2025-07-24 | 13F | Live Oak Investment Partners | 255 248 | 12 701 | ||||||
2025-07-29 | 13F | Regions Financial Corp | 114 593 | 31,31 | 5 702 | 31,38 | ||||
2025-07-17 | 13F | KWB Wealth | 7 348 | 40,93 | 365 | 41,47 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 57 338 | -5,24 | 2 853 | -5,03 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 5 878 | 2,76 | 292 | 2,82 | ||||
2025-07-10 | 13F | Marshall Financial Group LLC | 160 996 | 18,08 | 7 985 | 17,77 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 4 045 | 201 | ||||||
2025-08-08 | 13F | Advisory Resource Group | 128 540 | -21,25 | 6 396 | -21,19 | ||||
2025-05-01 | 13F | Oxbow Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 100 | 0,00 | 5 | 0,00 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 175 622 | 3,68 | 8 739 | 3,74 | ||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 3 617 785 | 1,40 | 180 021 | 1,46 | ||||
2025-08-05 | 13F | Beckerman Institutional, LLC | 32 385 | -5,13 | 2 | 0,00 | ||||
2025-08-12 | 13F | Summit Global Investments | 15 816 | -10,50 | 1 | |||||
2025-08-13 | 13F | M&t Bank Corp | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 270 838 | 10,49 | 13 477 | 10,55 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 119 012 | 48,99 | 5 922 | 49,09 | ||||
2025-07-10 | 13F | Vista Investment Partners Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Syon Capital Llc | 32 746 | -47,13 | 1 629 | -47,11 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 12 677 | -8,19 | 631 | -8,16 | ||||
2025-08-05 | 13F | Milestone Asset Management, Llc | 858 521 | 263,46 | 42 720 | 263,70 | ||||
2025-07-31 | 13F | Hartford Financial Management Inc. | 17 488 | 0,00 | 870 | 0,12 | ||||
2025-08-08 | 13F | Cooper Capital Advisors LLC | 13 878 | 0,26 | 691 | 0,29 | ||||
2025-08-12 | 13F | Armor Investment Advisors, LLC | 49 460 | 9,07 | 2 461 | 9,14 | ||||
2025-07-09 | 13F | Bulwark Capital Corp | 50 745 | 2 525 | ||||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 429 | 21 | ||||||
2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 100 | 0,00 | 5 | 0,00 | ||||
2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 44 885 | 6,14 | 2 233 | 6,23 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 60 386 | -11,50 | 3 005 | -11,46 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 5 744 | 0,00 | 286 | 0,00 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 22 330 | -26,22 | 1 111 | -26,18 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 13 215 | -53,35 | 658 | -53,34 | ||||
2025-07-10 | 13F | PMV Capital Advisers, LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 48 015 | 2 389 | ||||||
2025-07-08 | 13F | Little House Capital Llc | 128 772 | 5,38 | 6 408 | 5,45 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 14 068 | 0,00 | 700 | 0,14 | ||||
2025-08-14 | 13F | Sargent Investment Group, LLC | 37 500 | 0,00 | 1 862 | -0,16 | ||||
2025-07-16 | 13F | Novem Group | 5 905 | -5,50 | 294 | -5,48 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 42 249 | -41,01 | 2 102 | -40,97 | ||||
2025-08-08 | 13F | Condor Capital Management | 7 313 | 1,12 | 364 | 1,11 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 272 995 | -22,37 | 13 584 | -22,32 | ||||
2025-08-04 | 13F | Horizon Wealth Management, LLC | 1 255 960 | 62 497 | ||||||
2025-07-16 | 13F | RWM Asset Management, LLC | 122 003 | 9,06 | 6 071 | 9,11 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 681 205 | 0,02 | 33 897 | 0,08 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 446 | 22 | ||||||
2025-08-04 | 13F | Atria Investments Llc | 54 087 | 34,76 | 2 691 | 34,89 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 20 059 | 7,55 | 1 | |||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 6 542 | 326 | ||||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 4 606 | 229 | ||||||
2025-08-13 | 13F | JT Stratford LLC | 9 833 | 21,38 | 489 | 21,64 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 28 736 | 1 430 | ||||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 82 021 | 92,57 | 4 081 | 92,68 | ||||
2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 11 841 | -22,26 | 589 | -22,19 | ||||
2025-08-05 | 13F | Aviance Capital Partners, LLC | 29 225 | -49,20 | 1 454 | -49,16 | ||||
2025-07-11 | 13F | Ridgeline Wealth, LLC | 32 357 | -14,27 | 1 610 | -14,22 | ||||
2025-07-29 | 13F | Private Trust Co Na | 45 880 | 46,62 | 2 283 | 46,66 | ||||
2025-08-12 | 13F | Kensington Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 17 138 | -4,03 | 853 | -4,05 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 888 | 44 | ||||||
2025-07-16 | 13F | Spinnaker Investment Group, LLC | 5 085 | -66,47 | 253 | -66,45 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 67 999 | -12,13 | 3 384 | -12,08 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1 110 491 | 49,01 | 55 196 | 48,94 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 53 045 | 3 | ||||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 94 684 | 12,51 | 4 711 | 12,57 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 85 016 | 7,25 | 4 230 | 7,31 | ||||
2025-08-14 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 525 195 | 28,21 | 26 134 | 28,29 | ||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 18 340 | 0,69 | 913 | 0,77 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 36 | 2 | ||||||
2025-04-15 | 13F | Simplicity Wealth,LLC | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Norden Group Llc | 69 132 | -42,01 | 3 440 | -41,97 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 24 731 | 222,06 | 1 231 | 222,83 | ||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 45 929 | 1,19 | 2 285 | 1,24 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 47 838 | -37,58 | 2 380 | -37,55 | ||||
2025-03-24 | 13F | Fulcrum Equity Management | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 4 970 | 0,57 | 247 | 0,82 | ||||
2025-08-14 | 13F | Millennium Management Llc | 28 917 | -55,34 | 1 439 | -55,34 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 46 352 | 2 306 | ||||||
2025-07-23 | 13F | Friedenthal Financial | 18 123 | 902 | ||||||
2025-08-01 | 13F | Delta Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Larson Financial Group LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 25 490 | -9,88 | 1 268 | -9,82 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 237 | 0,00 | 12 | 0,00 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 169 559 | 28,18 | 8 | 33,33 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 11 337 | 564 | ||||||
2025-07-18 | 13F | TABR Capital Management, LLC | 68 765 | -2,58 | 3 422 | -2,54 | ||||
2025-08-07 | 13F | Prospect Financial Group LLC | 4 595 | -7,95 | 229 | -8,06 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 053 712 | 1,22 | 102 | 2,00 | ||||
2025-08-12 | 13F | Archer Investment Corp | 41 | 0,00 | 2 | 0,00 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 161 819 | 4,85 | 8 052 | 5,30 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 6 547 | 1,21 | 326 | 1,25 | ||||
2025-05-15 | 13F | Intrepid Family Office Llc | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4 867 | 242 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 863 066 | 9,02 | 42 946 | 9,09 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 9 271 | 109,66 | 461 | 110,50 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 49 650 | 3,27 | 2 471 | 3,30 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 936 430 | 269,23 | 46 597 | 269,46 | ||||
2025-04-30 | 13F | TradeWell Securities, LLC. | 22 082 | 17,65 | 1 098 | 18,06 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 5 100 | 0,00 | 0 | |||||
2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 157 638 | 0,10 | 7 844 | 0,17 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 415 067 | 4,16 | 20 654 | 4,22 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 210 489 | 12,25 | 10 474 | 12,31 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 519 424 | 34,98 | 25 847 | 35,06 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 6 231 | 310 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 1 300 069 | 6,88 | 64 691 | 6,94 | ||||
2025-08-11 | 13F | Wbi Investments, Inc. | 4 035 | 201 | ||||||
2025-07-28 | 13F | RFG Advisory, LLC | 6 799 | 10,09 | 338 | 10,10 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 1 260 | -23,36 | 63 | -23,46 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 39 362 | 809,05 | 1 959 | 810,70 | ||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 55 224 | 6,06 | 2 748 | 137 250,00 | ||||
2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 192 084 | 497,46 | 9 558 | 498,12 | ||||
2025-07-09 | 13F | Client First Investment Management LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 243 625 | 21 084,78 | 12 123 | 21 166,67 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 273 676 | 13 618 | ||||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 539 | -39,57 | 27 | -40,91 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 4 640 | -38,26 | 231 | -38,34 | ||||
2025-08-08 | 13F | Creative Planning | 4 066 | -45,55 | 202 | -45,55 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 10 923 947 | 17,76 | 543 576 | 17,83 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Change Path, LLC | 0 | -100,00 | 0 | |||||
2025-03-12 | 13F/A | Private Capital Management Llc | 10 943 | -24,65 | 544 | -24,69 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 5 880 | -21,54 | 292 | -21,29 | ||||
2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 7 975 | 0 | ||||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 33 542 | 9,29 | 1 669 | 9,31 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 7 504 | 0,66 | 373 | 0,81 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 17 065 | -8,38 | 849 | -8,32 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 197 513 | 26,85 | 9 828 | 26,93 | ||||
2025-08-13 | 13F | Correct Capital Wealth Management | 303 130 | 16,24 | 15 084 | 16,31 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 650 | 0,00 | 32 | 0,00 | ||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 18 498 | 106,82 | 920 | 107,21 | ||||
2025-08-05 | 13F | Carson Advisory Inc. | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Regatta Capital Group, Llc | 35 321 | -3,56 | 1 758 | -3,51 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 1 254 567 | 17,71 | 62 427 | 17,78 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 19 | 0,00 | 1 | |||||
2025-08-14 | 13F | Leisure Capital Management | 119 843 | 5,97 | 5 963 | 6,03 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 542 812 | -43,60 | 27 010 | -43,56 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 11 647 | 0,17 | 580 | 0,35 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 4 410 | 219 | ||||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 412 988 | 11,67 | 20 550 | 11,74 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 509 | 0,00 | 25 | 0,00 | ||||
2025-08-13 | 13F | AMJ Financial Wealth Management | 447 950 | 144,26 | 22 290 | 144,42 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3 400 | 0,00 | 169 | 0,00 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 92 538 | 0,59 | 4 605 | 0,66 | ||||
2025-08-12 | 13F | TCTC Holdings, LLC | 492 | 0,00 | 24 | 0,00 | ||||
2025-07-18 | 13F | Financial Consulate, Inc | 119 032 | 1,37 | 5 923 | 1,44 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 198 181 | 2,64 | 9 861 | 2,71 |