Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF comprennent Vise Technologies, Inc., Golden State Equity Partners, Harbor Asset Planning, Inc., Jefferies Financial Group Inc., L2 Asset Management, LLC, Liberty Square Wealth Partners Llc, Brown Brothers Harriman & Co, Sollinda Capital Management LLC, Blue Rock Wealth Management LLC, OneAscent Wealth Management LLC, Ballast, Inc., Van Hulzen Asset Management, LLC, ERNZ - TrueShares Active Yield ETF, Ameriprise Financial Inc, Talisman Wealth Advisors LLC, Mayfair Advisory Group, LLC, Proactive Wealth Strategies LLC, Alpine Bank Wealth Management, Parkside Financial Bank & Trust, et Wood Tarver Financial Group, LLC .
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.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4 835 | 206 | ||||||
| 2025-05-01 | 13F | Lane & Associates LLC | 14 360 | 0,39 | 585 | -3,15 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 109 074 | 15,39 | 4 641 | 20,45 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 12 227 | 1 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 092 562 | 56,35 | 89 038 | 63,18 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5 454 | 4,92 | 232 | 9,95 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 112 | 33,65 | 47 | 42,42 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9 601 | 33,85 | 409 | 39,73 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 830 912 | 103,76 | 35 355 | 112,66 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 23 507 | 8,11 | 1 000 | 12,87 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 41 787 | 5,33 | 1 778 | 9,96 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 19 182 | 7,01 | 816 | 11,78 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 345 989 | 0,00 | 15 | 0,00 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 661 | 1,23 | 28 | 7,69 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 85 363 | 3 632 | ||||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 20 309 | 864 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 339 637 | 6,79 | 14 452 | 11,45 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 198 | 8 | ||||||
| 2025-07-17 | 13F | Financial Designs Corp | 289 908 | 0,01 | 12 336 | 4,38 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 70 212 | 124,71 | 3 003 | 135,82 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 27 191 | 1 157 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 34 266 | 4,57 | 1 458 | 9,13 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 18 050 | 30,44 | 768 | 36,17 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10 697 | 17,06 | 455 | 22,31 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 630 755 | 8,07 | 26 839 | 12,78 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 5 364 | 0,83 | 228 | 6,54 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 375 | 36,36 | 16 | 36,36 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 92 596 | 1,19 | 3 940 | 5,60 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 46 408 | 24,56 | 1 975 | 30,04 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 362 453 | 4,68 | 15 422 | 9,25 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 3 512 | 0,06 | 149 | 4,20 | ||||
| 2025-08-14 | 13F | Comerica Bank | 41 200 | 5,67 | 1 753 | 10,32 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 81 354 | 11,16 | 3 462 | 16,02 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 299 115 | 3,92 | 12 734 | 8,52 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 508 863 | 11,33 | 64 203 | 16,19 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 8 400 | 21,14 | 358 | 26,60 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11 254 | 18,13 | 479 | 23,20 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 506 | 0 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 897 755 | 4,25 | 38 199 | 8,80 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 604 | 51,00 | 26 | 56,25 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 20 240 | 1,18 | 861 | 5,64 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 92 491 | 7,68 | 3 935 | 12,40 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 575 | 25 | ||||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 14 040 | 8,79 | 597 | 13,50 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 8 673 | 8,07 | 370 | 12,84 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 14 409 | 1,51 | 497 | 6,21 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 5 959 | 254 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 7 377 | 314 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 459 | 0 | ||||||
| 2025-08-07 | 13F | Illumine Investment Management, LLC | 12 293 | 4,16 | 523 | 8,73 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 175 339 | 6,09 | 7 461 | 10,72 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 246 945 | 1,36 | 10 508 | 5,79 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 10 009 | 1,95 | 426 | 6,25 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 28 420 | 1 209 | ||||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 87 737 | 3,57 | 3 733 | 8,11 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 349 745 | 0,85 | 14 882 | 5,25 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 138 402 | 19,88 | 5 889 | 29,69 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 148 456 | 16,04 | 6 317 | 21,11 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 301 714 | 110,53 | 12 838 | 119,74 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 60 383 | 1,58 | 2 569 | 6,03 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 2 704 229 | 1,65 | 115 065 | 6,09 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 9 856 | 30,91 | 419 | 36,93 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 202 083 | 8 599 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 26 | 1 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 76 886 | 3 271 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 5 591 | 240 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 475 801 | 12,05 | 20 245 | 16,94 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 220 | 0,92 | 9 | 12,50 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 75 027 | 7,72 | 3 192 | 12,43 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 14 240 | 0,12 | 606 | 4,49 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 99 412 | 1,60 | 4 230 | 6,02 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 7 088 | 5,84 | 302 | 10,26 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 5 509 | 0,73 | 234 | 5,41 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 31 325 | 4,99 | 1 333 | 9,54 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11 578 | 6,88 | 493 | 12,33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 281 149 | 7,43 | 12 | 10,00 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 6 090 | 0,98 | 259 | 5,71 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 7 503 | 13,00 | 321 | 18,52 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 70 973 | 6,69 | 3 051 | 12,50 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 200 | 9 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 586 | 0,57 | 67 | 4,69 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 139 967 | 29,96 | 5 956 | 35,65 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 13 835 | 45,46 | 584 | 52,48 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 44 167 | 5,03 | 1 879 | 9,63 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 26 897 | 0,06 | 1 144 | 4,47 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6 627 311 | 7,22 | 281 992 | 11,90 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 552 | 1,10 | 0 | |||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 17 781 | 725 | ||||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 75 262 | 7,18 | 3 202 | 11,88 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 170 928 | 5,79 | 7 273 | 10,53 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 255 599 | 89,78 | 10 876 | 98,05 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 149 013 | 14,95 | 48 890 | 19,97 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 31 022 | 6,57 | 1 320 | 11,21 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 463 733 | 1,51 | 19 732 | 5,94 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 82 130 | 3,99 | 3 495 | 8,54 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 88 343 | 16,98 | 3 759 | 22,09 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 702 425 | 2,54 | 29 888 | 7,02 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 37 633 | 21,42 | 1 601 | 27,67 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 155 596 | 0,83 | 6 621 | 5,23 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 47 092 | 14,45 | 2 004 | 19,50 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 7 600 | 100,00 | 323 | 109,74 | |||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 17 854 | 760 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 78 201 | 32,03 | 3 | 50,00 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 5 410 | 3,22 | 230 | 7,48 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 26 500 | 227,16 | 1 128 | 241,52 | |||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 890 916 | 12,10 | 37 908 | 16,99 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 60 545 | 10,37 | 2 576 | 15,21 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 96 459 | 10,17 | 4 104 | 14,99 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 114 886 | 20,78 | 4 888 | 26,04 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 24 389 | 42,12 | 1 038 | 48,35 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 5 105 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 554 785 | 3,60 | 23 606 | 8,13 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 24 365 | 1,92 | 1 037 | 6,37 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 521 | 0,40 | 64 | 4,92 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 120 | 0 | ||||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 9 524 | 3,87 | 405 | 8,58 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 44 045 | 11,71 | 1 874 | 16,61 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 17 946 | 264,31 | 764 | 281,50 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 31 075 | 1 322 | ||||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 2 757 | 117 | ||||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 106 015 | 4,35 | 4 511 | 8,91 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 222 231 | 2,40 | 9 456 | 6,87 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4 878 | 208 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 247 739 | 17,09 | 10 541 | 22,20 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 78 092 | 4,33 | 3 323 | 8,88 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 68 214 | 29,32 | 2 903 | 34,98 | ||||
| 2025-08-07 | 13F | Capital Wealth Planning, LLC | 38 079 | 0,90 | 1 620 | 5,33 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 24 986 | 4,32 | 1 063 | 8,91 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 19 948 | 0,71 | 849 | 5,08 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 260 | 1,17 | 11 | 10,00 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 18 417 | 20,71 | 784 | 25,88 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 5 288 | 225 | ||||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 7 241 | 15,89 | 308 | 22,22 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 16 329 | 10,20 | 695 | 14,90 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 42 591 | 1,08 | 1 812 | 5,53 | ||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 13 477 | 14,74 | 573 | 19,87 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 794 572 | 2,04 | 33 810 | 6,49 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 188 | 1,08 | 8 | 14,29 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 19 686 | 838 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 139 | 6 | ||||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 11 380 | 2,37 | 484 | 6,84 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 8 679 | 369 | ||||||
| 2025-08-11 | 13F | Farrow Financial Inc. | 112 419 | 1,49 | 4 783 | 5,94 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7 871 | 5,16 | 335 | 9,51 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 9 830 | 24,49 | 418 | 30,22 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 120 467 | 7,34 | 5 126 | 12,02 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1 345 | 934,62 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 51 930 | 65,12 | 2 210 | 72,31 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 8 355 | 0,64 | 356 | 5,03 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 849 | 0,71 | 36 | 5,88 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 27 319 | 1,35 | 1 162 | 5,73 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 49 773 | 128,82 | 2 127 | 140,07 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 54 659 | 2 326 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 593 753 | 171,01 | 25 264 | 182,85 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14 626 | 16,31 | 622 | 21,48 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 62 800 | 2 672 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 39 062 | 18,62 | 1 662 | 23,85 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 39 829 | 1,56 | 1 695 | 6,01 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 162 | 49 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 70 505 | 2,34 | 3 000 | 6,80 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 434 311 | 3,88 | 18 480 | 8,41 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 46 899 | 5 278,33 | 1 996 | 5 600,00 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 26 627 | 0,67 | 1 133 | 5,01 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 267 054 | 4,75 | 11 363 | 9,33 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 716 198 | 4,87 | 116 824 | 10,63 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 6 649 | 1,62 | 271 | 2,26 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3 371 | 0,24 | 143 | 4,38 | ||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 341 | 15 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 75 766 | 6,74 | 3 224 | 11,37 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 5 826 | 5,16 | 248 | 9,78 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8 661 | 369 | ||||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 9 232 | 376 | ||||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 18 984 | 1,79 | 808 | 6,18 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 6 460 | 0,61 | 275 | 4,98 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 41 095 | 1,54 | 1 749 | 5,94 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 25 512 | 4,81 | 1 086 | 9,38 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 6 088 | 7,43 | 259 | 12,12 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5 233 | 223 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 840 929 | 27,19 | 78 332 | 32,75 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 218 306 | 1,68 | 9 289 | 6,11 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 39 964 | 41,06 | 1 700 | 47,19 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 12 071 | 18,86 | 522 | 29,60 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 11 380 | 484 | ||||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 338 | 1,20 | 14 | 7,69 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 20 587 | 4,50 | 876 | 8,97 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 26 143 | 13,24 | 1 112 | 18,17 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 121 502 | 4,55 | 5 166 | 9,01 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 33 490 | 0,87 | 1 425 | 5,25 | ||||
| 2025-08-08 | 13F | Creative Planning | 10 295 | 438 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 898 344 | 73,56 | 80 775 | 81,14 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 10 441 | 16,91 | 444 | 21,98 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 441 962 | 11,90 | 18 805 | 16,79 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 30 208 | 33,43 | 1 285 | 39,22 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 167 078 | 17,66 | 7 109 | 22,80 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 228 207 | 3,45 | 9 710 | 7,97 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 691 925 | 5,02 | 72 | 9,23 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4 532 | 193 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 420 404 | 17,70 | 18 | 21,43 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 172 505 | 40,14 | 7 340 | 59,22 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 39 600 | 1 685 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 11 351 | 483 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 219 226 | 17,66 | 9 328 | 22,80 |
