Statistiques de base
Propriétaires institutionnels | 373 total, 373 long only, 0 short only, 0 long/short - change of 4,78% MRQ |
Allocation moyenne du portefeuille | 0.2708 % - change of 9,90% MRQ |
Actions institutionnelles (Long) | 21 954 836 (ex 13D/G) - change of 0,95MM shares 4,53% MRQ |
Valeur institutionnelle (Long) | $ 1 869 706 USD ($1000) |
Participation institutionnels et actionnaires
First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund (US:TDIV) détient 373 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 21,954,836 actions. Les principaux actionnaires incluent LPL Financial LLC, Morgan Stanley, Raymond James Financial Inc, Bank Of America Corp /de/, Wells Fargo & Company/mn, UBS Group AG, Envestnet Asset Management Inc, Royal Bank Of Canada, Ameriprise Financial Inc, and Cetera Investment Advisers .
First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund (NasdaqGM:TDIV) 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 8, 2025 is 94,00 / share. Previously, on September 9, 2024, the share price was 74,71 / share. This represents an increase of 25,82% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-01 | 13F | Park National Corp /oh/ | 294 781 | -3,85 | 26 580 | 17,79 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 2 807 | 0,39 | 207 | -5,94 | ||||
2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 1 640 | -56,50 | 148 | -46,93 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 13 533 | 56,43 | 1 | |||||
2025-07-08 | 13F | Arlington Trust Co LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Founders Financial Securities Llc | 3 517 | 0,00 | 317 | 23,83 | ||||
2025-08-12 | 13F | LPL Financial LLC | 2 602 998 | 9,99 | 234 712 | 34,73 | ||||
2025-07-16 | 13F | ORG Partners LLC | 600 | 0,00 | 54 | 22,73 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 4 795 | 14,88 | 432 | 32,11 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 395 337 | -2,14 | 36 | 20,69 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 4 677 | 422 | ||||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 215 | 19 | ||||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 2 665 | 240 | ||||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 6 430 | 0,00 | 580 | 22,41 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 13 288 | 6,54 | 1 198 | 30,50 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 3 021 | 272 | ||||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 301 | 27 | ||||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 46 735 | -0,78 | 4 214 | 21,55 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 177 275 | -3,67 | 15 985 | 18,00 | ||||
2025-07-02 | 13F | Crumly & Associates Inc. | 122 842 | 10,52 | 11 077 | 35,39 | ||||
2025-07-15 | 13F | Avaii Wealth Management, Llc | 107 226 | 0,06 | 9 669 | 22,57 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 2 779 | 0,00 | 251 | 22,55 | ||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 11 267 | 6,00 | 1 016 | 29,80 | ||||
2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 3 189 | 0,00 | 288 | 22,65 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 853 225 | 36,58 | 76 935 | 67,31 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Mariner, LLC | 31 647 | -1,47 | 2 853 | 20,69 | ||||
2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 17 844 | -6,88 | 1 609 | 14,04 | ||||
2025-05-02 | 13F | Apollon Financial, LLC | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 070 | -23,75 | 277 | -12,10 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 245 | 0,00 | 22 | 22,22 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 2 674 | -97,61 | 241 | -97,07 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 52 498 | 29,10 | 4 734 | 58,14 | ||||
2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 15 447 | 0,34 | 1 393 | 22,86 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10 804 | -11,88 | 974 | 7,98 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 157 | 0,00 | 14 | 27,27 | ||||
2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 5 000 | 0,00 | 451 | 22,28 | ||||
2025-07-18 | 13F | First Pacific Financial | 300 | 27 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 39 458 | -25,19 | 3 558 | -8,37 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 142 | 0,00 | 13 | 20,00 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 263 838 | 2,61 | 23 791 | 25,70 | ||||
2025-07-25 | 13F | Genesee Capital Advisors, LLC | 4 541 | -5,45 | 409 | 15,86 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 15 440 | -1,07 | 1 392 | 21,25 | ||||
2025-07-17 | 13F | Centennial Wealth Advisory LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 303 | 12,22 | 24 | 21,05 | ||||
2025-07-09 | 13F | Sandbox Financial Partners, LLC | 2 225 | 201 | ||||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | FSA Wealth Management LLC | 180 | 0,00 | 16 | 23,08 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 2 463 | 222 | ||||||
2025-08-14 | 13F | Fmr Llc | 11 874 | 11,25 | 1 071 | 36,31 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 13 736 | -0,15 | 1 239 | 22,33 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 8 542 | 0,89 | 770 | 23,60 | ||||
2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 3 092 | -17,72 | 279 | 0,72 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 75 310 | 0,22 | 6 791 | 22,76 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2 665 | -6,20 | 0 | |||||
2025-05-15 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | REAP Financial Group, LLC | 1 344 | 39,13 | 121 | 70,42 | ||||
2025-07-23 | 13F | Element Wealth, LLC | 12 315 | -2,43 | 1 110 | 19,48 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 5 460 | 2,96 | 492 | 26,15 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 740 | -1,07 | 67 | 13,79 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 27 746 | -1,40 | 2 502 | 20,76 | ||||
2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 7 648 | -17,19 | 690 | 1,47 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 2 120 | 191 | ||||||
2025-08-13 | 13F | GeoWealth Management, LLC | 4 773 | 7,19 | 430 | 31,50 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 2 865 | 258 | ||||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 19 129 | 26,01 | 1 725 | 54,34 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 4 348 | -7,37 | 396 | 16,47 | ||||
2025-08-13 | 13F | M&t Bank Corp | 6 106 | 0,00 | 717 | 22,15 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 12 213 | 0,08 | 1 101 | 22,61 | ||||
2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 40 878 | -0,77 | 3 686 | 21,54 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 40 793 | -5,72 | 3 678 | 15,52 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 2 917 | 0,10 | 263 | 22,90 | ||||
2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 135 883 | -6,80 | 12 253 | 14,17 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 429 579 | 1,03 | 38 735 | 23,75 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 69 195 | -23,99 | 6 239 | -6,89 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 39 131 | -2,49 | 3 576 | 17,41 | ||||
2025-08-01 | 13F | Reliant Investment Partners, LLC | 13 217 | -1,97 | 1 192 | 20,06 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 65 | 0,00 | 6 | 25,00 | ||||
2025-08-05 | 13F | Key FInancial Inc | 3 510 | 11,71 | 316 | 36,80 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 485 | -5,83 | 44 | 16,22 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 35 | 3 | ||||||
2025-07-15 | 13F | Armis Advisers, LLC | 2 766 | -25,78 | 249 | -9,12 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 100 000 | 100,00 | 9 017 | 145,03 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 45 951 | 7,20 | 4 143 | 31,32 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 450 | 0,00 | 41 | 21,21 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12 361 | 0,97 | 1 115 | 23,64 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 6 900 | 9,66 | 622 | 34,34 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 1 047 | -49,81 | 94 | -38,56 | ||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 40 324 | -15,59 | 3 636 | 3,41 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 150 | 0,00 | 14 | 18,18 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 6 422 | 30,29 | 579 | 59,94 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Allworth Financial LP | 633 | 57,86 | 57 | 96,55 | ||||
2025-07-25 | 13F | Cwm, Llc | 46 101 | 1,21 | 4 | 33,33 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 29 719 | 2 680 | ||||||
2025-04-22 | 13F | Masso Torrence Wealth Management Inc. | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 161 | -4,21 | 375 | 17,55 | ||||
2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Colonial Trust Co / SC | 1 592 | -2,63 | 142 | 18,49 | ||||
2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 3 994 | 0,13 | 360 | 22,87 | ||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 6 307 | 73,51 | 569 | 112,73 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 270 102 | 2,08 | 24 355 | 25,05 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 112 294 | -10,62 | 10 126 | 9,48 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Power Wealth Management Llc | 2 750 | 0,00 | 248 | 22,28 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 419 288 | 690,92 | 37 819 | 872,19 | ||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 60 663 | 2,03 | 5 470 | 25,00 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 15 344 | -2,37 | 1 384 | 19,64 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 1 | 0,00 | 0 | |||||
2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 551 | -8,32 | 50 | 11,36 | ||||
2025-07-15 | 13F | tru Independence LLC | 2 572 | 232 | ||||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 39 634 | -0,84 | 4 | 50,00 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 5 008 | 2,12 | 452 | 24,93 | ||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 9 795 | -1,13 | 883 | 21,12 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 415 | 3,75 | 37 | 48,00 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 913 | 126,55 | 82 | 182,76 | ||||
2025-07-22 | 13F | Private Wealth Group, LLC | 111 415 | 13,93 | 10 046 | 39,57 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 5 887 | -23,91 | 531 | -6,85 | ||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 3 726 | -0,16 | 336 | 22,26 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1 374 875 | -17,24 | 123 972 | 1,38 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 3 168 | 0,00 | 286 | 22,32 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 139 | 0,00 | 13 | 20,00 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 8 425 | 0,00 | 760 | 22,42 | ||||
2025-08-12 | 13F | Archer Investment Corp | 1 000 | 0,00 | 90 | 23,29 | ||||
2025-04-11 | 13F/A | Private Advisory Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 4 700 | 424 | |||||
2025-07-09 | 13F | Stony Point Wealth Management Inc. | 2 923 | 3,65 | 264 | 27,05 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 284 311 | 457,71 | 25 636 | 583,26 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 9 911 | -0,97 | 894 | 21,33 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 812 | 0,00 | 73 | 23,73 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 47 640 | 4 | ||||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 6 814 | 0,53 | 614 | 23,29 | ||||
2025-07-23 | 13F | Trueblood Wealth Management, LLC | 2 362 | 213 | ||||||
2025-07-25 | 13F | Endowment Wealth Management, Inc. | 3 837 | 23,65 | 346 | 51,75 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | StoneX Group Inc. | 54 226 | -3,37 | 4 890 | 18,38 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 3 227 | 0,00 | 291 | 22,36 | ||||
2025-07-18 | 13F | Truist Financial Corp | 67 973 | -0,07 | 6 129 | 22,43 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 7 407 | -1,32 | 668 | 20,83 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 33 537 | 38,77 | 2 984 | 68,30 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 19 883 | 1,21 | 1 793 | 23,93 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 3 252 | -2,22 | 293 | 20,08 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 49 416 | 2,37 | 4 456 | 25,39 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 20 375 | -1,60 | 1 837 | 20,54 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | World Equity Group, Inc. | 25 296 | 7,17 | 2 281 | 31,26 | ||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 11 784 | -0,03 | 1 063 | 22,49 | ||||
2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 799 | 15,80 | 72 | 44,00 | ||||
2025-07-09 | 13F | Berkshire Bank | 4 632 | -18,85 | 418 | -0,71 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 20 747 | 0,25 | 1 871 | 22,78 | ||||
2025-08-13 | 13F | Icapital Wealth Llc | 81 511 | 1,31 | 7 350 | 24,10 | ||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 2 264 | 204 | ||||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 2 547 | -8,74 | 230 | 11,71 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 775 | 0,00 | 70 | 23,21 | ||||
2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
2025-05-12 | 13F | Sandy Spring Bank | 100 | 0,00 | 7 | 0,00 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 528 | 0,00 | 48 | 23,68 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 2 433 | 219 | ||||||
2025-08-07 | 13F | Apeiron RIA LLC | 19 259 | -13,43 | 1 737 | 6,05 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 20 602 | 4,53 | 1 858 | 27,63 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 37 658 | -1,54 | 3 396 | 20,60 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 3 990 | 0,55 | 360 | 22,95 | ||||
2025-07-16 | 13F | Owen LaRue, LLC | 3 437 | -19,19 | 310 | -1,28 | ||||
2025-07-16 | 13F | American National Bank | 174 | 0,00 | 16 | 25,00 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 4 799 | 5,66 | 433 | 29,34 | ||||
2025-07-09 | 13F | Defined Wealth Management, Llc | 46 371 | -2,03 | 4 181 | 20,01 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 7 375 | -2,63 | 665 | 19,39 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 37 354 | 62,01 | 3 368 | 98,47 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 6 645 | 0,00 | 599 | 22,49 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 5 638 | 0,00 | 508 | 22,41 | ||||
2025-08-05 | 13F | Advisors Preferred, LLC | 2 076 | 187 | ||||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 4 419 | 398 | ||||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 25 856 | 7,12 | 2 331 | 31,25 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 3 337 | 0,00 | 301 | 22,45 | ||||
2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 29 450 | -1,09 | 2 656 | 21,18 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 28 278 | -2,05 | 3 | 0,00 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 42 904 | 12,80 | 3 961 | 41,48 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 2 447 | 221 | ||||||
2025-05-14 | 13F | Quadcap Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-08 | 13F | Creative Planning | 278 181 | -0,62 | 25 084 | 21,74 | ||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 14 034 | 0,72 | 1 265 | 23,41 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 353 820 | 24,69 | 31 904 | 52,74 | ||||
2025-07-28 | 13F | Aries Wealth Management | 4 975 | 0,00 | 449 | 22,40 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 722 | 0,00 | 0 | |||||
2025-08-13 | 13F | Renaissance Technologies Llc | 10 000 | 49,25 | 902 | 82,76 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 84 | 0,00 | 8 | 16,67 | ||||
2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Great Diamond Partners, LLC | 48 688 | -4,37 | 4 390 | 17,16 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 5 700 | 0,00 | 514 | 22,43 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 72 336 | 10,10 | 7 | 50,00 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 9 212 | 6,42 | 831 | 30,30 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 751 | 68 | ||||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 9 014 | 3 107,83 | 813 | 3 960,00 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 4 064 | 0,35 | 0 | |||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 139 404 | 2,34 | 12 570 | 25,37 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 52 839 | -11,84 | 4 764 | 8,00 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 894 | 0,00 | 81 | 23,08 | ||||
2025-07-15 | 13F | Elevated Capital Advisors, LLC | 10 530 | 0,00 | 775 | 0,00 | ||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 27 046 | 2 439 | ||||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 100 | 9 | ||||||
2025-04-17 | 13F | Fairvoy Private Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | Concorde Asset Management, LLC | 4 859 | -96,13 | 348 | -96,48 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 15 006 | 0,00 | 1 353 | 22,22 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 4 253 | 0,00 | 390 | 33,68 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 2 400 | 25,98 | 216 | 54,29 | ||||
2025-07-31 | 13F/A | Avion Wealth | 100 | 0 | ||||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 125 641 | -3,74 | 9 248 | -9,70 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | GoalVest Advisory LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Wealth Management Associates, Inc. | 57 111 | -6,36 | 5 150 | 14,70 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 948 052 | -1,40 | 175 656 | 20,78 | ||||
2025-08-11 | 13F | Citigroup Inc | 1 892 | -12,65 | 171 | 6,92 | ||||
2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 0 | -100,00 | 0 | |||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 428 | -97,52 | 39 | -97,00 | ||||
2025-07-25 | 13F | Prostatis Group LLC | 11 761 | -44,78 | 1 060 | -32,35 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5 061 | 3,99 | 456 | 27,37 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 2 518 | 0,04 | 0 | |||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 182 749 | -46,72 | 16 478 | -34,73 | ||||
2025-05-14 | 13F | Quartz Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 12 827 | -20,29 | 1 157 | -2,36 | ||||
2025-07-18 | 13F | Access Financial Services, Inc. | 4 706 | 0,00 | 424 | 22,54 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 10 981 | -7,82 | 990 | 13,01 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 54 400 | 2,31 | 4 905 | 25,32 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 540 | 49 | ||||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 7 350 | 0,00 | 663 | 22,37 | ||||
2025-08-06 | 13F | Centerpoint Advisory Group | 7 060 | 0,00 | 637 | 22,54 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 20 082 | 20,06 | 1 811 | 47,03 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5 462 | -14,82 | 493 | 4,46 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 81 312 | 2 146,81 | 7 332 | 2 490,46 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 25 750 | -7,47 | 2 322 | 13,33 | ||||
2025-07-16 | 13F | Novem Group | 3 911 | 353 | ||||||
2025-08-14 | 13F | Financial Advisors Network, Inc. | 2 731 | 0,00 | 246 | 22,39 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 260 | 23 | ||||||
2025-08-05 | 13F | Northcape Wealth Management, Llc | 3 908 | -11,38 | 352 | 8,64 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 14 998 | -3,13 | 1 352 | 18,70 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 24 846 | 2,63 | 2 240 | 25,70 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 44 751 | 9,53 | 4 035 | 34,19 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 14 600 | 78,18 | 1 321 | 118,91 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 2 375 | -24,12 | 214 | -6,96 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 6 720 | 0,00 | 606 | 22,47 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 6 886 | 59,92 | 621 | 96,20 | ||||
2025-07-16 | 13F | Meridian Investment Counsel Inc. | 2 400 | 216 | ||||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 1 806 | 0,00 | 163 | 22,73 | ||||
2025-08-14 | 13F | Comerica Bank | 18 961 | -2,46 | 1 710 | 19,51 | ||||
2025-07-24 | 13F | Costello Asset Management, INC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Quantum Private Wealth, LLC | 7 132 | 0,00 | 643 | 22,71 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 36 | 0,00 | 3 | 50,00 | ||||
2025-07-31 | 13F | Pacitti Group Inc. | 41 595 | 6,04 | 3 751 | 29,89 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 13 259 | 0,58 | 1 196 | 23,20 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 170 | 0,00 | 15 | 25,00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 360 819 | 4,57 | 32 400 | 27,54 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 161 028 | 2,57 | 15 | 27,27 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 3 392 | 2,73 | 306 | 25,51 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 15 | 25,00 | 1 | |||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 3 911 | 5,36 | 353 | 28,94 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 5 213 | 0,00 | 470 | 22,72 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 40 017 | -4,31 | 3 608 | 17,22 | ||||
2025-08-07 | 13F | Summit X, LLC | 24 442 | 2 204 | ||||||
2025-07-08 | 13F | Ballew Advisors, Inc | 31 303 | -0,18 | 2 890 | 32,52 | ||||
2025-08-06 | 13F | LeClair Wealth Partners LLC | 18 132 | -1,79 | 1 635 | 20,24 | ||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 142 788 | -8,10 | 13 099 | 14,53 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-01 | 13F | Private Client Services, Llc | 6 049 | -0,88 | 545 | 21,38 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 10 368 | 7,05 | 935 | 31,18 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 2 959 | 0,00 | 267 | 22,58 | ||||
2025-07-09 | 13F | Clarus Wealth Advisors | 8 010 | -11,11 | 737 | 14,11 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 3 692 | -66,75 | 333 | -57,09 | ||||
2025-08-11 | 13F | Platform Technology Partners | 2 871 | 0,03 | 259 | 22,27 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4 673 | 0,15 | 421 | 22,74 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 3 279 | 9,30 | 296 | 34,09 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 24 003 | 1,06 | 2 164 | 23,80 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 70 377 | -38,43 | 6 346 | -24,58 | ||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 7 747 | 699 | ||||||
2025-08-19 | 13F | Advisory Services Network, LLC | 6 480 | 10,69 | 586 | 36,28 | ||||
2025-07-23 | 13F | 1 North Wealth Services Llc | 1 | 0,00 | 0 | |||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 500 | 0,00 | 45 | 25,00 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | -100,00 | 0 | |||||
2025-05-14 | 13F | Atomi Financial Group, Inc. | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Colonial River Wealth Management, LLC | 2 195 | 202 | ||||||
2025-08-14 | 13F | Benjamin Edwards Inc | 132 965 | 7,49 | 11 989 | 31,67 | ||||
2025-08-01 | 13F | Wealth Watch Advisors, INC | 6 156 | 13,45 | 555 | 39,10 | ||||
2025-05-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 5 000 | 368 | ||||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 32 195 | 2,35 | 2 903 | 25,40 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 41 | 0,00 | 4 | 0,00 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 1 134 | 0,00 | 102 | 22,89 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 9 619 | 11,52 | 867 | 36,75 | ||||
2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 2 423 | 218 | ||||||
2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 2 076 | -75,75 | 187 | -72,13 | ||||
2025-05-13 | 13F | Northern Trust Corp | 0 | -100,00 | 0 | |||||
2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 6 086 | 0,16 | 549 | 22,60 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 87 906 | -8,29 | 88 | -8,42 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 18 344 | 0,01 | 1 689 | 32,47 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 6 821 | 12,50 | 615 | 37,89 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 209 710 | 0,62 | 18 910 | 23,27 | ||||
2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 12 906 | 29,59 | 1 164 | 58,66 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3 040 | 0,00 | 274 | 22,87 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 100 897 | -4,98 | 9 098 | 16,39 | ||||
2025-07-30 | 13F | Whittier Trust Co | 633 | 0,32 | 57 | 23,91 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 116 | 0,36 | 101 | 23,46 | ||||
2025-08-13 | 13F | Luminist Capital LLC | 12 | 0,00 | 1 | |||||
2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 65 408 | 2,94 | 5 898 | 26,09 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 482 | -3,79 | 43 | 19,44 | ||||
2025-07-17 | 13F | Barry Investment Advisors, LLC | 4 087 | -2,04 | 368 | 19,87 | ||||
2025-07-24 | 13F | Blair William & Co/il | 2 175 | 0,00 | 196 | 22,50 | ||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 6 665 | -6,87 | 608 | 26,99 | ||||
2025-08-14 | 13F | Barometer Capital Management Inc. | 5 400 | 487 | ||||||
2025-07-24 | 13F | Advanced Asset Management Advisors Inc | 4 435 | -11,55 | 400 | 8,13 | ||||
2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 2 521 | 227 | ||||||
2025-08-08 | 13F | Hartland & Co., LLC | 600 | 0,00 | 54 | 22,73 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 2 621 | 236 | ||||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 115 | -31,14 | 10 | -16,67 | ||||
2025-08-04 | 13F | Spire Wealth Management | 999 | 3,42 | 90 | 26,76 | ||||
2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 19 655 | 21,12 | 2 | 0,00 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 10 368 | -20,40 | 935 | -2,51 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 7 376 | 1 | ||||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 328 | 0,00 | 120 | 22,68 | ||||
2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 34 640 | 2,59 | 3 123 | 25,67 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 22 272 | -1,46 | 2 008 | 20,75 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1 375 096 | -1,24 | 123 992 | 20,98 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 210 875 | 3,17 | 19 | 26,67 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 11 806 | 40,82 | 1 | |||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 5 159 | -13,10 | 465 | 6,41 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 41 593 | -5,58 | 3 750 | 15,67 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 2 650 | 239 | ||||||
2025-07-22 | 13F | Kessler Investment Group, LLC | 2 | 0,00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 1 103 545 | 1,33 | 99 507 | 24,12 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 3 664 | -12,78 | 330 | 6,80 | ||||
2025-07-29 | 13F | Private Trust Co Na | 1 874 | -25,28 | 169 | -8,70 | ||||
2025-08-07 | 13F | Bearing Point Capital, Llc | 5 295 | 477 | ||||||
2025-08-06 | 13F | Prospera Financial Services Inc | 46 499 | 0,03 | 4 193 | 22,50 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 54 249 | -14,30 | 4 892 | 4,98 | ||||
2025-08-21 | 13F | Pathway Financial Advisers, LLC | 5 359 | -1,34 | 483 | 21,05 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 7 136 | 58,12 | 643 | 93,67 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 629 | 21,03 | 147 | 47,47 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 1 386 401 | 17,08 | 125 012 | 43,42 | ||||
2025-08-12 | 13F | Argent Trust Co | 3 144 | 3,29 | 283 | 26,34 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Change Path, LLC | 12 518 | 37,30 | 1 129 | 68,11 | ||||
2025-08-04 | 13F | Atria Investments Llc | 43 027 | -2,67 | 3 880 | 19,21 | ||||
2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 11 462 | -85,20 | 1 046 | -81,65 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 706 | -33,77 | 64 | -19,23 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 20 127 | -9,38 | 1 824 | 11,57 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 355 | 0,00 | 32 | 23,08 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 35 | 0,00 | 3 | 50,00 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 7 000 | -0,44 | 631 | 22,05 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 5 320 | 6,49 | 480 | 30,52 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 72 564 | 8,43 | 6 543 | 32,83 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 8 243 | 56,18 | 743 | 91,49 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 385 | 35 | ||||||
2025-07-02 | 13F | HBW Advisory Services LLC | 5 131 | 3,36 | 463 | 26,58 | ||||
2025-07-31 | 13F | Hobart Private Capital, LLC | 52 637 | 20,37 | 4 746 | 47,48 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 1 804 | 0,11 | 163 | 24,62 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 17 775 | -15,60 | 1 603 | 3,35 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6 189 | 3,62 | 558 | 27,11 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 18 070 | -13,88 | 1 629 | 5,51 | ||||
2025-08-12 | 13F | MAI Capital Management | 8 068 | -0,71 | 728 | 21,57 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 11 161 | 6,58 | 1 | |||||
2025-08-11 | 13F | United Advisor Group, LLC | 5 251 | 8,00 | 473 | 32,49 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 45 409 | -5,19 | 4 095 | 16,14 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 272 | -2,90 | 115 | 18,75 | ||||
2025-08-14 | 13F | Colony Group, LLC | 11 085 | 0,03 | 1 000 | 22,58 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 39 160 | 0,18 | 3 531 | 22,73 | ||||
2025-05-02 | 13F | BlackRock, Inc. | 0 | -100,00 | 0 | |||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 9 379 | -0,70 | 846 | 21,58 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 30 993 | 4,51 | 2 795 | 28,05 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 1 477 | 84,62 | 133 | 129,31 | ||||
2025-08-05 | 13F | Holistic Financial Partners | 15 159 | 132,64 | 1 367 | 185,18 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 550 723 | 13,17 | 49 658 | 38,62 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 21 807 | 1,96 | 1 966 | 17,16 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 65 082 | 41,44 | 5 868 | 73,25 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Martin Worley Group | 2 915 | 263 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 159 187 | 7,22 | 14 354 | 31,34 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 2 477 | 223 | ||||||
2025-07-23 | 13F | Gentry Private Wealth, Llc | 6 839 | 3,00 | 617 | 26,23 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 140 | 0,00 | 0 | |||||
2025-08-14 | 13F | Ameriprise Financial Inc | 449 859 | 3,48 | 40 570 | 26,77 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 16 939 | -25,03 | 1 247 | -29,68 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 877 | -95,68 | 79 | -94,73 | ||||
2025-08-12 | 13F | Allen Capital Group, LLC | 13 752 | -8,42 | 1 240 | 12,22 | ||||
2025-04-30 | 13F | Harbour Investment Management Llc | 0 | -100,00 | 0 | |||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 17 194 | -3,77 | 1 550 | 17,87 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 19 270 | 1,51 | 1 738 | 24,34 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 500 | 0,00 | 0 | |||||
2025-08-07 | 13F | PFG Advisors | 11 543 | -32,33 | 1 041 | -17,13 | ||||
2025-08-08 | 13F | Biondo Investment Advisors, LLC | 23 514 | 2,38 | 2 120 | 25,44 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 5 182 | 468 | ||||||
2025-07-28 | 13F | Sagace Wealth Management LLC | 35 438 | 97,80 | 3 195 | 142,41 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 238 | 0,00 | 21 | 23,53 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 3 225 | 4,88 | 237 | -3,66 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 35 708 | -0,87 | 3 220 | 21,79 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 37 509 | -3,90 | 3 382 | 17,72 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 7 922 | -13,08 | 714 | 6,57 | ||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 6 332 | 0,62 | 571 | 23,11 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 5 595 | -19,47 | 504 | -1,37 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1 895 | 0,00 | 171 | 22,30 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 3 477 | 16,83 | 314 | 42,92 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 1 253 | 0,24 | 113 | 24,18 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 17 868 | -2,59 | 1 611 | 19,33 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 849 | 0,35 | 77 | 22,58 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 27 296 | -32,62 | 2 429 | -17,83 | ||||
2025-07-16 | 13F | Ayalon Holdings Ltd. | 30 589 | 0,00 | 3 | 0,00 | ||||
2025-07-23 | 13F | Bennett Associates Wealth Management | 21 213 | -13,84 | 1 913 | 5,52 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 993 | 0,00 | 90 | 21,92 |
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