Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF comprennent Parker Investment Management, LLC, Cary Street Partners Financial Llc, Symphony Financial, Ltd. Co., Transcendent Capital Group LLC, Fagan Associates, Inc., Tradewinds, LLC., Mesirow Financial Investment Management, Inc., Tidal Trust II - Tactical Advantage ETF, PMG Wealth Management, Inc., Redhawk Wealth Advisors, Inc., Horizon Wealth Management, LLC, Capital Fund Management S.a., Williams & Novak, LLC, Intellus Advisors LLC, Natixis Advisors, L.p., Midwest Trust Co, FSM Wealth Advisors, LLC, Tranquilli Financial Advisor LLC, Glenmede Investment Management, LP, et Spectrum Asset Management, Inc. (NB/CA) .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3 669 | 2,23 | 277 | 22,57 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1 275 | 27,50 | 0 | |||||
| 2025-08-07 | 13F | Nwam Llc | 2 764 | 204 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 61 246 | 8,15 | 5 | 33,33 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1 266 | 0,16 | 96 | 20,25 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 5 744 | 53,05 | 434 | 83,90 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 13 739 | 51,03 | 1 038 | 81,15 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 16 586 | 1,22 | 1 254 | 21,41 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4 859 814 | 17,17 | 367 305 | 40,57 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 76 198 | 5,44 | 5 758 | 26,49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 021 316 | 5,15 | 77 | 26,23 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 15 909 | 1,41 | 1 202 | 21,66 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 2 933 | 222 | ||||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 15 468 | 1 169 | ||||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 6 875 | 520 | ||||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 85 824 | 6 487 | ||||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 101 200 | 345,81 | 7 649 | 434,83 | |||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 4 800 | 26,32 | 363 | 51,46 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 80 600 | 227,64 | 6 092 | 293,22 | |||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 8 842 | 668 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 55 885 | 19,17 | 4 224 | 41,95 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1 494 | 113 | ||||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 4 541 | 343 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 34 538 | 1,45 | 2 610 | 21,74 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 488 475 | 3,02 | 38 374 | 28,47 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 172 215 | 37,17 | 13 016 | 64,57 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 199 | 9,91 | 469 | 31,83 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 3 100 | 234 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 7 698 | 20,49 | 1 | |||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 4 293 | 324 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 501 | 38 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 665 804 | 8,88 | 50 321 | 30,62 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 808 | 102,31 | 212 | 143,68 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 5 048 | 12,00 | 382 | 34,63 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 18 475 | 1 396 | ||||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 2 930 | 221 | ||||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 3 488 | 264 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 17 348 | 19,20 | 1 311 | 43,12 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 4 775 | 11,70 | 361 | 33,83 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 20 425 | 1 544 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 92 574 | 1 422,60 | 6 997 | 1 726,63 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 811 | 27,72 | 61 | 52,50 | ||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 3 | 0 | ||||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 12 618 | 23,90 | 954 | 48,67 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 44 824 | 16,39 | 3 388 | 39,61 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 19 864 | 4,63 | 1 501 | 25,40 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 6 200 | 33,88 | 469 | 60,82 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 14 356 | 64,37 | 1 085 | 97,27 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 197 632 | 1,12 | 14 937 | 21,32 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 30 160 | 4,32 | 2 279 | 25,15 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 340 | 26 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 24 076 | 1,17 | 1 820 | 21,35 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 12 787 | 36,06 | 966 | 63,18 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 10 688 | 1 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 14 029 | 1,59 | 1 060 | 21,98 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 46 683 | 8,82 | 3 528 | 30,57 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 4 729 | 357 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 15 351 | 38,94 | 1 160 | 66,67 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 42 477 | 15,83 | 3 210 | 38,12 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 23 826 | 0,05 | 1 801 | 20,00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 14 561 | 91,11 | 1 101 | 129,17 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 4 228 | 0,05 | 320 | 19,92 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 36 666 | 6,04 | 2 771 | 27,23 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 9 711 | 26,25 | 721 | 40,63 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 41 310 | 9,86 | 3 122 | 31,79 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1 655 | 1 738,89 | 123 | 2 360,00 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 502 | 38 | ||||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 4 631 | 350 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 27 791 | 5,98 | 2 100 | 27,12 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 3 351 | 253 | ||||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 2 093 | 0,72 | 158 | 21,54 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 2 381 | 0,04 | 180 | 20,13 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 4 143 | 29,63 | 313 | 55,72 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 22 830 | 32,13 | 1 725 | 58,55 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 3 070 | 232 | ||||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 163 057 | 10,23 | 12 | 33,33 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 99 027 | 10,95 | 7 484 | 33,10 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 120 853 | 15,93 | 9 023 | 32,52 | ||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 4 535 556 | 7 426,64 | 60 | -98,42 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 3 555 | 269 | ||||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 45 | 3 | ||||||
| 2025-07-25 | 13F | Clarendon Private LLC | 3 061 | 231 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 2 751 | 0 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 485 | 493,08 | 188 | 619,23 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 614 539 | 14,30 | 46 447 | 37,13 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 24 969 | 15,81 | 1 887 | 38,95 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 47 469 | 3,98 | 3 588 | 24,72 | ||||
| 2025-07-02 | 13F | Neville Rodie & Shaw Inc | 65 144 | 30,79 | 5 | 33,33 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 296 637 | 27,85 | 22 420 | 53,38 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 16 713 | 36,73 | 1 234 | 57,20 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 21 482 | 1 624 | ||||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 4 390 | 332 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 4 583 | 0,07 | 346 | 20,14 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 5 338 | 403 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 6 687 | 0,24 | 505 | 20,24 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 33 368 | 2,35 | 2 522 | 22,80 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 8 876 | 671 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 810 | 130,77 | 0 | |||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 2 977 | 225 | ||||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 10 868 | 0,18 | 821 | 20,20 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 110 | 8 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 613 237 | 23,27 | 46 351 | 47,89 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 716 543 | 0,55 | 54 | 22,73 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 5 937 | 18,65 | 449 | 42,22 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 45 466 | 6,24 | 3 436 | 27,45 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 7 265 | 549 | ||||||
| 2025-08-06 | 13F | Bensler, LLC | 10 270 | 8,77 | 776 | 30,64 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4 635 | 0,39 | 350 | 17,45 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 18 419 | 12,26 | 1 392 | 34,75 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | 14 100 | 1 066 | ||||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 2 645 | 201 | ||||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 8 656 | 1,30 | 654 | 21,56 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 615 | 2,60 | 349 | 22,97 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 43 053 | 5,48 | 3 254 | 26,53 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 10 897 | 23,58 | 824 | 48,29 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 51 | 4 | ||||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 31 512 | 219,85 | 2 382 | 284,03 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 31 723 | 16,16 | 2 126 | 23,60 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 4 692 | 5,53 | 349 | 23,76 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 6 044 | 457 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 244 492 | 88,80 | 18 512 | 125,92 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 270 | 58,82 | 20 | 100,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5 645 | 23,41 | 427 | 47,92 | ||||
| 2025-08-07 | 13F | Commerce Bank | 7 299 | 5,04 | 552 | 26,09 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 95 243 | 110,99 | 7 198 | 153,18 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 3 629 | 0,11 | 274 | 20,18 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 10 078 | 2,15 | 762 | 22,54 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 18 710 | 1 414 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 6 730 | 7,06 | 509 | 28,28 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 3 932 | 297 | ||||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 1 296 | 96 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 245 | 145,00 | 19 | 200,00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 450 | 41,51 | 34 | 88,89 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 10 905 | 80,94 | 824 | 117,41 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 72 954 | 1,41 | 5 514 | 21,65 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 14 583 | 44,34 | 1 102 | 73,27 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 8 830 | 51,20 | 667 | 81,74 | ||||
| 2025-08-14 | 13F | Peak6 Llc | Call | 24 400 | 313,56 | 1 844 | 397,04 | |||
| 2025-08-13 | 13F | Avestar Capital, LLC | 125 371 | 14,46 | 9 476 | 37,32 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 21 504 | 28,36 | 1 625 | 54,03 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 861 331 | 4,42 | 291 839 | 25,27 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 24 001 | 0,12 | 1 814 | 20,13 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 80 500 | 12,27 | 6 084 | 34,69 | |||
| 2025-08-12 | 13F | Intellus Advisors LLC | 10 955 | 828 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 3 090 | 234 | ||||||
| 2025-08-08 | 13F | Parker Investment Management, LLC | 272 577 | 20 601 | ||||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 3 050 | 231 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 44 403 | 12,31 | 3 356 | 34,78 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 11 270 | 11,71 | 852 | 34,02 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 2 701 | 204 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5 159 | 0,06 | 390 | 20,06 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 258 138 | 0,63 | 19 510 | 20,73 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 193 | 93,00 | 15 | 133,33 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 49 823 | 12,01 | 3 766 | 34,37 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 55 053 | 5,54 | 4 161 | 26,60 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 245 253 | 9,03 | 18 536 | 30,80 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 4 471 | 20,64 | 338 | 44,64 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 18 814 | 0,21 | 1 422 | 20,22 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 5 515 | 417 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 101 602 | 7 679 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 4 197 | 317 | ||||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 7 097 | 3,77 | 536 | 24,65 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 8 886 | 3,10 | 672 | 23,57 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 182 | 14 | ||||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 21 750 | 1 644 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 130 049 | 77,41 | 9 829 | 112,84 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 348 240 | 26,75 | 26 320 | 52,06 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 4 506 | 21,59 | 341 | 45,92 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 5 594 | 50,74 | 423 | 81,12 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 3 825 | 289 | ||||||
| 2025-08-12 | 13F | Prudential Plc | 393 187 | 12,92 | 29 717 | 35,48 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 81 388 | 7,72 | 6 151 | 29,25 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 7 860 | 77,79 | 594 | 113,67 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 15 | 1 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 2 707 | 205 | ||||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 2 990 | 226 | ||||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 3 817 | 16,84 | 288 | 40,49 | ||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 3 135 | 237 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 2 900 | 219 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 35 218 | 9,74 | 2 662 | 31,67 | ||||
| 2025-08-08 | 13F | Creative Planning | 96 682 | 2,06 | 7 307 | 22,46 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3 056 | 231 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 7 364 | 19,97 | 1 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 105 | 0,45 | 84 | 20,29 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 309 681 | 4,72 | 23 406 | 25,62 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4 907 | 371 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 83 696 | 0,88 | 6 326 | 21,01 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 24 218 | 1 830 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 5 900 | 1,27 | 446 | 21,25 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 181 | 14 | ||||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 39 725 | 3 001 | ||||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 5 138 | 388 | ||||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 5 064 | 12,18 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 4 309 | 0,14 | 326 | 19,93 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 31 331 | 18,35 | 2 368 | 42,05 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 3 229 | 244 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 15 172 | 156,63 | 1 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5 572 | 0,05 | 421 | 20,29 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 325 | 25 | ||||||
| 2025-08-12 | 13F | Viawealth, Llc | 2 754 | 208 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 12 515 | 205,69 | 946 | 267,70 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 5 024 | 14,00 | 380 | 36,82 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7 886 | 17,68 | 596 | 41,23 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 80 | 166,67 | 6 | 500,00 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 8 202 | 25,60 | 620 | 50,61 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 111 837 | 1,87 | 8 453 | 15,70 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 289 337 | 23,18 | 22 | 50,00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 53 200 | 4 021 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 8 973 | 0,67 | 678 | 20,43 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 3 793 | 6,75 | 287 | 28,25 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 7 138 | 47,60 | 531 | 73,53 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 647 | 124 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 4 022 | 304 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 160 290 | 235,12 | 12 115 | 302,06 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 1 289 | 97 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 173 470 | 22,37 | 13 111 | 46,81 | ||||
| 2025-07-15 | 13F | Herbst Group, Llc | 4 600 | 348 | ||||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 6 465 | 5,98 | 489 | 27,08 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 33 738 | 8,35 | 2 550 | 29,85 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 79 217 | 17,55 | 5 987 | 41,10 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 15 | 1 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 7 748 | 13,97 | 584 | 36,77 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 8 749 | 661 | ||||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 29 673 | 49,71 | 2 243 | 79,65 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 3 240 | 245 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 6 050 | 2,42 | 0 | |||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 8 295 | 627 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 15 285 | 8,88 | 1 155 | 30,66 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 60 478 | 4 571 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4 079 | 2 619,33 | 308 | 3 322,22 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 17 562 | 4,32 | 1 327 | 25,19 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 10 635 | 3,25 | 804 | 23,92 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 22 900 | 6,33 | 1 731 | 27,58 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 3 952 | 299 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 42 221 | 356,44 | 3 191 | 448,28 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4 322 | 4,57 | 327 | 25,38 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 97 212 | 0,02 | 7 347 | 20,01 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 45 740 | 5,31 | 3 457 | 26,35 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 379 | 4,16 | 1 162 | 24,95 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 475 | 36 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 13 371 | 40,67 | 1 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 14 593 | 1 103 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 17 189 | 3,97 | 1 299 | 24,78 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 2 919 | 221 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1 520 | 115 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8 912 | 22,60 | 674 | 47,26 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 23 796 | 2,12 | 1 799 | 22,48 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 13 634 | 31,26 | 1 030 | 57,49 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 86 560 | 2,51 | 6 542 | 22,99 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 6 813 | 11,07 | 515 | 33,16 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 2 917 | 220 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 14 756 | 2,39 | 1 115 | 22,93 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 242 212 | 71,75 | 18 306 | 106,06 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 25 284 | 0,95 | 1 911 | 21,12 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 8 736 | 98,95 | 660 | 139,13 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 327 325 | 23,74 | 24 739 | 48,45 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4 252 | 8,41 | 321 | 29,96 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 155 155 | 15,84 | 11 727 | 38,98 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 453 | 34 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 26 288 | 20,58 | 1 987 | 44,65 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 341 479 | 8,87 | 26 | 31,58 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 3 489 | 264 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 20 401 | 19,38 | 1 542 | 43,22 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 137 | 10 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6 905 | 32,61 | 522 | 58,84 | ||||
| 2025-08-14 | 13F | Comerica Bank | 81 605 | 10,03 | 6 168 | 32,00 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 3 631 | 274 | ||||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 3 176 | 240 | ||||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 11 243 | 48,76 | 850 | 78,36 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 660 905 | 15,49 | 49 936 | 38,46 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 6 465 | 12,95 | 489 | 35,56 | ||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 90 881 | 103,94 | 6 869 | 144,67 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 6 523 | 493 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 4 563 | 37,56 | 345 | 65,38 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 45 954 | 52,41 | 3 473 | 82,89 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 107 663 | 21,25 | 8 137 | 45,49 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4 574 | 4,60 | 288 | 3,97 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 725 | 26,09 | 46 | 25,00 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 231 | 17 | ||||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 10 812 | 3,61 | 817 | 24,35 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 3 456 | 5,17 | 261 | 26,09 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 12 215 | 1,41 | 923 | 21,77 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 5 302 | 2,06 | 401 | 22,32 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 3 075 | 232 | ||||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 3 981 | 251 | ||||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 29 479 | 2,24 | 2 228 | 22,69 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 154 823 | 8,07 | 11 702 | 29,65 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 2 316 | 1,31 | 175 | 21,53 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 99 998 | 3,52 | 7 558 | 24,19 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 25 642 | 8,45 | 1 938 | 30,15 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1 791 | 0,11 | 135 | 20,54 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 199 181 | 2,90 | 14 548 | 19,30 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 101 | 7 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 17 904 | 77,71 | 1 353 | 113,41 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 8 818 | 666 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 15 469 | 20,05 | 1 124 | 38,59 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 9 840 | 25,59 | 744 | 50,71 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 3 707 | 280 | ||||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 6 739 | 14,28 | 1 | |||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 2 696 | 204 | ||||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 43 425 | 14,76 | 3 152 | 44,74 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 2 677 | 202 | ||||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 33 850 | 12,80 | 2 558 | 35,34 | ||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 246 900 | 18 661 | ||||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 26 177 | 19,75 | 1 978 | 43,65 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 8 006 | 1,41 | 605 | 21,73 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3 176 | 240 | ||||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 78 658 | 19,76 | 5 973 | 44,36 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 8 202 | 40,11 | 620 | 52,46 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6 364 | 6,80 | 481 | 28,00 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 19 541 | 1 477 | ||||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 14 281 | 1 079 | ||||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 100 945 | 42,30 | 7 629 | 70,71 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 529 578 | 19,04 | 40 | 42,86 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 300 065 | 0,29 | 22 679 | 20,31 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 3 624 | 7,19 | 274 | 28,17 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 82 451 | 46,18 | 6 232 | 75,37 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 26 | 0 | ||||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 2 925 | 221 | ||||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 8 921 | 42,19 | 674 | 70,63 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 115 237 | 0,10 | 8 710 | 20,09 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 3 919 | 0 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 11 823 | 785,62 | 894 | 963,10 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 33 024 | 351,02 | 2 496 | 441,43 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 107 900 | 48,21 | 8 155 | 77,82 | |||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 3 821 | 8,37 | 289 | 29,73 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 14 991 | 64,39 | 1 133 | 97,39 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 63 970 | 6,28 | 4 835 | 27,51 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 30 474 | 2,23 | 2 303 | 22,70 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 16 030 | 0,67 | 1 212 | 20,74 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 186 | 2 137,74 | 90 | 2 866,67 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 42 120 | 3,54 | 3 183 | 24,24 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 96 | 7 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 3 168 | 239 | ||||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 2 697 | 204 | ||||||
| 2025-07-22 | 13F | Clarius Group, LLC | 16 533 | 0,12 | 1 250 | 20,10 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 6 000 | 453 | ||||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 3 173 | 240 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 6 044 | 4,97 | 457 | 25,97 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 16 856 | 191,63 | 1 274 | 250,00 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 389 | 0,26 | 29 | 20,83 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 3 545 | 264 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 133 301 | 90,63 | 9 944 | 124,42 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 25 000 | 1 890 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 26 584 | 9,48 | 2 010 | 31,39 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7 788 366 | 7,17 | 588 645 | 28,57 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 7 700 | 574 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 2 900 | 216 | |||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 2 468 | 187 | ||||||
| 2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 17 282 | 1 306 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 296 382 | 20,13 | 173 561 | 44,12 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 20 478 | 2,61 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 26 167 | 2,19 | 1 978 | 22,57 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 3 002 | 227 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 91 625 | 902,24 | 6 813 | 1 072,46 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 3 300 | 249 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 42 796 | 6,79 | 3 234 | 28,13 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 6 067 | 459 | ||||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 3 991 | 5,14 | 302 | 25,94 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 16 033 | 3,89 | 1 212 | 24,59 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 12 850 | 108,43 | 971 | 150,26 | ||||
| 2025-07-22 | 13F | FFG Partners, LLC | 7 829 | 1,71 | 592 | 22,11 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 9 680 | 733 | ||||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 3 534 | 4,84 | 267 | 25,94 | ||||
| 2025-08-13 | 13F | ExodusPoint Capital Management, LP | 2 669 | 0 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 3 099 | 220 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 15 744 | 2,71 | 1 190 | 23,21 | ||||
| 2025-08-14 | 13F | UBS Group AG | 5 564 735 | 2,77 | 420 583 | 23,29 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 12 560 | 5,59 | 949 | 26,70 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 23 185 | 3 054,42 | 1 752 | 3 708,70 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 653 877 | 6,87 | 49 420 | 28,21 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 2 669 | 202 | ||||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 12 210 | 923 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 107 879 | 49,79 | 8 162 | 79,74 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 10 625 | 803 | ||||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 17 907 | 1 353 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 11 834 | 0,04 | 894 | 20,00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 44 698 | 2,70 | 3 378 | 23,19 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 2 781 | 210 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 3 007 | 227 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 043 480 | 4,07 | 154 446 | 24,85 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 40 531 | 0,57 | 3 063 | 20,64 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 798 | 0,04 | 0 | |||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 18 443 | 3,00 | 1 394 | 23,49 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 2 978 | 225 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 4 598 | 37,75 | 348 | 65,24 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 51 766 | 5,37 | 3 912 | 26,44 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 736 | 56 | ||||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 112 647 | 2,30 | 8 514 | 22,72 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 6 402 | 1,07 | 484 | 21,05 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 657 869 | 7,20 | 48 959 | 23,78 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 12 379 | 13,16 | 940 | 36,28 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 6 568 | 0,44 | 496 | 20,68 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | Call | 37 500 | 253,77 | 2 834 | 324,89 | |||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 112 936 | 15,86 | 8 536 | 39,01 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 115 | 48,82 | 311 | 78,74 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | Put | 37 000 | 198,39 | 2 796 | 258,00 | |||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 14 427 | 44,72 | 1 090 | 73,57 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 7 319 | 2,59 | 553 | 23,16 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 4 212 | 0,57 | 318 | 20,91 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 45 642 | 46,74 | 3 450 | 76,06 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 2 830 | 214 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 36 845 | 0,77 | 2 785 | 20,89 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 8 439 | 1,02 | 638 | 21,10 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 946 172 | 14,86 | 71 562 | 37,84 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 12 333 143 | 5,28 | 932 139 | 26,31 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 8 536 | 1,56 | 645 | 21,93 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 23 422 | 0,66 | 1 770 | 20,82 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 91 798 | 6 938 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 34 391 | 318,43 | 2 599 | 402,71 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 185 | 30,94 | 90 | 56,14 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 89 170 | 6,20 | 6 739 | 27,42 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 7 660 | 0,22 | 579 | 20,17 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 4 599 | 4,12 | 348 | 24,82 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 79 923 | 0,11 | 6 041 | 20,10 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 497 903 | 8,46 | 37 632 | 30,12 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 385 | 24 | ||||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 86 442 | 0,72 | 7 | 20,00 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 379 | 29 | ||||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 80 623 | 3,33 | 6 093 | 23,97 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 384 855 | 5,43 | 104 643 | 26,46 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 16 629 | 7,01 | 1 257 | 28,29 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10 464 | 13,31 | 791 | 35,97 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 50 244 | 7,54 | 3 797 | 29,02 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8 382 | 38,16 | 633 | 64,42 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 3 127 | 236 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 672 | 126 | ||||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 2 729 | 206 | ||||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 34 247 | 5,16 | 2 588 | 26,18 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 15 425 | 2,58 | 1 166 | 23,02 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 27 | 2 | ||||||
| 2025-07-21 | 13F | River Street Advisors LLC | 10 570 | 9,03 | 799 | 30,82 | ||||
| 2025-08-07 | 13F | PFG Advisors | 22 769 | 6,37 | 1 721 | 27,60 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 38 742 | 66,94 | 2 928 | 100,21 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 20 051 | 3,28 | 1 272 | 4,01 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 523 | 40 | ||||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 19 393 | 30,74 | 1 466 | 56,85 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 52 641 | 10,50 | 3 979 | 32,56 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4 654 | 352 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 30 996 | 20,58 | 2 346 | 47,76 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 44 401 | 55,41 | 3 356 | 86,49 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 292 | 22 | ||||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 15 867 | 92,42 | 1 199 | 131,02 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 17 211 | 5,11 | 1 301 | 26,09 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 10 926 | 0,75 | 826 | 20,79 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 2 694 | 204 | ||||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 8 657 | 9,07 | 654 | 30,80 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 79 508 | 14,72 | 6 009 | 37,63 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 145 | 281,58 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 836 | 0,05 | 139 | 20,00 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5 854 | 15,06 | 442 | 38,13 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 6 710 | 12,19 | 507 | 34,84 |
