Basic Stats
| Institutional Owners | 526 total, 526 long only, 0 short only, 0 long/short - change of -1.68% MRQ |
| Average Portfolio Allocation | 0.5347 % - change of -6.53% MRQ |
| Institutional Shares (Long) | 55,604,140 (ex 13D/G) - change of -3.72MM shares -6.27% MRQ |
| Institutional Value (Long) | $ 4,758,654 USD ($1000) |
Institutional Ownership and Shareholders
First Trust Exchange-Traded Fund - First Trust Capital Strength ETF (US:FTCS) has 526 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 55,604,140 shares. Largest shareholders include LPL Financial LLC, Morgan Stanley, Raymond James Financial Inc, Wells Fargo & Company/mn, Bank Of America Corp /de/, UBS Group AG, Cetera Investment Advisers, Advisor Group Holdings, Inc., Royal Bank Of Canada, and Envestnet Asset Management Inc .
First Trust Exchange-Traded Fund - First Trust Capital Strength ETF (NasdaqGM:FTCS) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.
The share price as of September 5, 2025 is 93.17 / share. Previously, on September 6, 2024, the share price was 88.61 / share. This represents an increase of 5.15% over that period.
Fund Sentiment Score
The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.
Update Frequency: Daily
See Ownership Explorer, which provides a list of highest-ranking companies.
Institutional Put/Call Ratio
In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.
Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.
13F and NPORT Filings
Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Independent Advisor Alliance | 2,821 | -3.29 | 256 | -1.92 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 88,362 | -25.45 | 8,031 | -24.41 | ||||
| 2025-08-08 | 13F | Creative Planning | 80,102 | -33.43 | 7,281 | -32.51 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Blackhawk Capital Partners LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 110 | -65.62 | 10 | -67.86 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 26,205 | -0.22 | 2,382 | 1.15 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 221,458 | 0.41 | 20,128 | 1.81 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 320 | 0.00 | 29 | 3.57 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 6,720 | -1.32 | 611 | 0.00 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 423,608 | -10.19 | 38,502 | -8.93 | ||||
| 2025-08-14 | 13F | Clg Llc | 7,136 | -5.62 | 649 | -4.28 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 87,366 | -14.71 | 7,941 | -13.53 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,141,009 | -18.54 | 104 | -17.60 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 29,193 | -0.21 | 2,653 | 1.18 | ||||
| 2025-04-30 | 13F | Greenleaf Trust | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 59,898 | -24.43 | 5,444 | -23.38 | ||||
| 2025-07-07 | 13F | Greenfield Savings Bank | 2,219 | 202 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 8,639 | -10.93 | 785 | -9.67 | ||||
| 2025-05-12 | 13F | Financial Services Advisory Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 101,470 | -1.47 | 9,223 | -0.10 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Trust Co Of Oklahoma | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 98,247 | 25.51 | 8,870 | 26.41 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 74,283 | 156.23 | 7 | 200.00 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 36,363 | -6.01 | 3,305 | -4.70 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 3,821 | 7.97 | 347 | 9.46 | ||||
| 2025-04-10 | 13F | TrueWealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1,154 | 0.00 | 105 | 0.97 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 78,824 | -13.69 | 7,164 | -12.48 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 2,270 | 206 | ||||||
| 2025-05-02 | 13F | Swp Financial Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 92,476 | -17.91 | 8,405 | -16.77 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 2,654 | 0.00 | 241 | 1.69 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 3,120 | -32.47 | 286 | -28.93 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 2,225 | 202 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 100,339 | -0.57 | 9,120 | 0.82 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 34,912 | 0.07 | 3,133 | 0.16 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 29,512 | -0.17 | 2,682 | 1.21 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 8,143 | -20.84 | 740 | -19.74 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 4,322 | 0.00 | 393 | 1.29 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9,290 | -1.23 | 844 | 0.12 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 8,457 | 0.17 | 769 | 1.59 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 91,492 | -12.44 | 8,316 | -11.22 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 42,697 | -8.11 | 3,881 | -6.84 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4,612 | -4.69 | 419 | -3.23 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2,406 | 41.03 | 219 | 43.42 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 21,374 | 0.19 | 1,943 | 1.57 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6,270 | -4.68 | 570 | -3.40 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 58,656 | 13.49 | 5,331 | 15.09 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 38 | 0.00 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | City Holding Co | 11,338 | 8.05 | 1,030 | 9.57 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 8,139,650 | 6.20 | 739,813 | 7.68 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 8,466 | 0.45 | 769 | 1.85 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 568 | 0.00 | 52 | 2.00 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 10,928 | 0.00 | 993 | 1.43 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 13,852 | -9.01 | 1,259 | -7.70 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 19,750 | -36.78 | 1,795 | -35.89 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 177,060 | 10.23 | 16,093 | 11.77 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 54,431 | -10.94 | 4,947 | -7.98 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 429 | 0.00 | 39 | 0.00 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 4,554 | -11.64 | 414 | -10.61 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 38,498 | -11.80 | 3,499 | -10.58 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 200 | 0.00 | 18 | 5.88 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 4,492 | 408 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,408 | 0.09 | 401 | 2.56 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 12,844 | 1,269.30 | 1,167 | 1,289.29 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3,473 | 3.06 | 316 | 4.30 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 4,478 | 407 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 37,174 | -2.29 | 3,379 | -0.94 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 5,826 | 2.84 | 530 | 4.34 | ||||
| 2025-05-01 | 13F | Fifth Third Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 7,531 | -3.83 | 684 | -2.43 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 20,859 | -5.56 | 1,896 | -4.24 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 20,858 | 1.54 | 1,924 | 7.79 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 275 | 0.00 | 25 | 4.17 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 111,891 | -2.55 | 10,170 | -1.20 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 200 | 18 | ||||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2,316 | 10.23 | 210 | 11.70 | ||||
| 2025-07-14 | 13F | Strategic Planning Group, Llc | 15,924 | 8.77 | 1,447 | 10.29 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 20,243 | 9.72 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 19,894 | -0.93 | 1,808 | 2.55 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,141,165 | -3.94 | 103,720 | -2.61 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 100 | 0.00 | 9 | 12.50 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1,570 | -3.92 | 143 | -2.74 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 110,940 | 1.75 | 10,083 | 3.17 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 450 | 0.00 | 41 | 0.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 32,666 | 10.96 | 2,969 | 12.55 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 258,284 | 0.23 | 23,475 | 1.63 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 141 | 0.00 | 13 | 0.00 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 279 | 25 | ||||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 40,386 | -6.28 | 3,671 | -4.97 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 166,979 | -16.93 | 22,125 | -4.78 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 5,040 | -7.78 | 458 | -6.34 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 9,651 | 2.56 | 877 | 4.03 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14,683 | -10.38 | 1,335 | -9.13 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 153,760 | 2.27 | 13,975 | 3.70 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4,438 | -6.29 | 403 | -4.95 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 36,211 | -5.90 | 3,291 | -4.58 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 674,700 | -4.44 | 61,324 | -3.11 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 52,386 | -24.87 | 4,761 | -23.82 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 19,517 | -1.30 | 1,774 | 0.06 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 4,024 | -31.69 | 366 | -30.87 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 3,028 | -3.26 | 275 | -1.79 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 9,183 | 9.22 | 835 | 13.78 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | First PREMIER Bank | 15,227 | -6.74 | 1 | 0.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 179,301 | 10.85 | 16,297 | 12.39 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 2,994 | 0.00 | 272 | 1.49 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 51,338 | -43.09 | 4,666 | -42.30 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 3,853 | -20.54 | 350 | -19.35 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 618 | 26.38 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7,200 | -20.45 | 654 | -19.36 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 10,407 | 2.81 | 946 | 4.19 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 3,005 | -0.83 | 273 | 0.74 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 16,927 | -3.97 | 1,538 | -2.60 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 800 | 0.00 | 73 | 1.41 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 4,041 | 394.61 | 367 | 402.74 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 8,006 | -22.24 | 728 | -21.15 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 102,652 | -4.30 | 9,330 | -2.97 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 10,418 | 1.23 | 947 | 2.60 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 2,278 | -63.69 | 0 | |||||
| 2025-08-14 | 13F | Sequent Planning LLC | 17,181 | -0.46 | 1,562 | 0.90 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 2,412 | 0.00 | 219 | 1.39 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 170 | -58.94 | 15 | -59.46 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 93,354 | 1.36 | 8,485 | 2.77 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 57,367 | 1.41 | 5,214 | 2.84 | ||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 22,897 | 3.20 | 2,081 | 4.68 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 886 | 0.00 | 81 | 1.27 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,084,278 | -5.11 | 280,330 | -3.79 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 58,966 | 41.99 | 5,224 | 40.33 | ||||
| 2025-08-07 | 13F | Commerce Bank | 3,358 | 0.00 | 305 | 1.33 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 16,634 | -9.57 | 1,512 | -8.31 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 17,536 | 272.39 | 1,594 | 52.29 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 200 | 0.00 | 18 | 0.00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 5,421 | 0.00 | 493 | 1.44 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Lynch & Associates/in | 9,637 | 26.25 | 876 | 27.92 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 2,499 | -1.23 | 231 | 7.48 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 633 | 58 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 267,136 | 19.52 | 24,280 | 21.18 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 571,494 | 0.38 | 51,943 | 1.78 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 70,242 | 35.89 | 6,384 | 40.37 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 16,924 | -6.27 | 1,538 | -4.94 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 53,051 | 76.34 | 4,822 | 78.82 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 13,076 | 484.53 | 1,188 | 494.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 896 | 35.96 | 81 | 52.83 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 241,107 | 5.92 | 21,914 | 7.40 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,462,525 | -0.30 | 132,929 | 1.09 | ||||
| 2025-05-01 | 13F | WealthTrust Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 38,494 | 18.20 | 3,499 | 19.84 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 114,088 | -3.15 | 10,370 | -1.80 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 48 | 0.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 5,009 | -5.42 | 455 | -4.01 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 11,043 | 0.25 | 1,017 | 3.46 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 9,453 | 0.84 | 1 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2,520 | -46.43 | 229 | -45.61 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 24,292 | -0.47 | 2,208 | 0.91 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 5,198 | 472 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 37,225 | 1.49 | 3,383 | 2.92 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 52,057 | 0.21 | 4,732 | 1.61 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 4,456 | 0.00 | 405 | 1.50 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 59,679 | -1.19 | 5,424 | 0.18 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 21,387 | 3.59 | 1,944 | 5.03 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 29,758 | -46.05 | 2,705 | -45.31 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 59,378 | -7.20 | 5,397 | -5.91 | ||||
| 2025-04-28 | 13F | Keybank National Association/oh | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Eukles Asset Management | 29 | 0.00 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 29,050 | 1.61 | 2,640 | 3.04 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 294,790 | -0.33 | 26,793 | 1.06 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 322,546 | 78.88 | 29,316 | 81.38 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 6,209 | 0.00 | 557 | 0.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 20,790 | 10.53 | 1,890 | 12.04 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 18,057 | -0.09 | 1,641 | 1.30 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Moneywise, Inc. | 9,227 | -24.24 | 839 | -23.19 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 5,367 | 14.73 | 488 | 16.23 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 2,692 | 0.15 | 245 | 1.67 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 989 | 90 | ||||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 629 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 327,863 | 1.79 | 29,799 | 3.21 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 200 | 0.00 | 18 | 5.88 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 19,594 | -3.48 | 1,781 | -2.14 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 21,472 | -0.84 | 1,952 | 0.57 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 20,011 | -6.25 | 1,819 | -4.97 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 29,527 | -11.19 | 2,684 | -8.08 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4,423 | 0.00 | 402 | 1.52 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 3,969 | 361 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 44,802 | 168.92 | 4,072 | 172.74 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 46,810 | -0.22 | 4,255 | 1.17 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 29,052 | 2,641 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 275 | -74.93 | 25 | -75.51 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 44,047 | 1.13 | 4,063 | 7.06 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 39,054 | 130.24 | 3,550 | 133.49 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 15,068 | -5.37 | 1,370 | -4.06 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 2,377 | -10.77 | 216 | -9.62 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 5,797 | -0.29 | 527 | 0.96 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 13,064 | -14.62 | 1,187 | -13.42 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 3,260 | 0.00 | 296 | 1.37 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 255 | 0.00 | 23 | 4.55 | ||||
| 2025-07-31 | 13F | Peterson Wealth Services | 1,615 | 0.00 | 147 | 1.39 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 58,687 | -3.25 | 5,334 | -1.89 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 23,054 | 9.30 | 2,095 | 10.85 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 5,318 | 0.00 | 483 | 1.47 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 47,384 | 4.37 | 4,307 | 5.82 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 4,194 | -14.30 | 381 | -13.01 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 5,834 | 53.89 | 530 | 56.34 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 27,941 | -8.31 | 2,540 | -7.03 | ||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 54,892 | -0.46 | 5,065 | 2.45 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 31,709 | -11.37 | 3 | -33.33 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 3,941 | 358 | ||||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 50,298 | -16.95 | 4,572 | -15.79 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 5,919 | -64.65 | 1 | -100.00 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 66,556 | 4.64 | 6,049 | 6.10 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 87,489 | -1.32 | 7,952 | 0.05 | ||||
| 2025-07-16 | 13F | American National Bank | 55 | 0.00 | 5 | 0.00 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 7,564 | 0.00 | 687 | 1.33 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 9,635 | -12.95 | 1 | |||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 13,439 | 2.87 | 1,221 | 4.27 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 43,608 | -2.97 | 3,964 | -1.61 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 510 | -80.74 | 23 | -90.09 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 350 | 32 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 72,952 | 0.86 | 6,631 | 2.27 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 105,209 | 7.11 | 9,562 | 8.61 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1,000 | 0.00 | 91 | 1.12 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 3,753 | 3.50 | 341 | 4.92 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 100,509 | -2.09 | 9,135 | -0.73 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 320 | 0.00 | 29 | 3.57 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 11,216 | -76.65 | 1,019 | -76.33 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 5,051 | -1.25 | 459 | 0.22 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 3,100 | 282 | ||||||
| 2025-05-13 | 13F | Knuff & Co LLC | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Equity Management | 3,104 | -46.03 | 282 | -45.24 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 2,837 | -50.14 | 258 | -49.61 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 160,932 | -6.26 | 14,627 | -4.95 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 4,062 | -12.87 | 369 | -11.51 | ||||
| 2025-04-09 | 13F | Schwab Charitable Fund | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 2,231 | 203 | ||||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 18,847 | 11.79 | 1,713 | 13.37 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Envision Financial LLC | 24,932 | -5.14 | 2,266 | -3.78 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 4,052 | 0.00 | 368 | 1.38 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 58,464 | 7.65 | 5,308 | 9.11 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 68,187 | 491.75 | 6,198 | 500.48 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 3,336 | 0.00 | 299 | 0.00 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 8,467 | -0.54 | 770 | 0.79 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 45,009 | -6.41 | 4,091 | -5.13 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 2,730 | -33.50 | 248 | -32.43 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 55,795 | 4.35 | 5,071 | 5.78 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 85,000 | 0.00 | 8 | 0.00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,366 | -75.52 | 123 | -75.60 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 393,478 | -14.47 | 36 | -14.63 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 119,784 | -2.48 | 10,887 | -1.12 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 6,895 | 0.00 | 627 | 1.29 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4,709 | 1,046 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,612 | 237 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 2,666 | 0.00 | 242 | 1.68 | ||||
| 2025-08-08 | 13F | Beck Bode, LLC | 8,893 | -39.19 | 808 | -38.32 | ||||
| 2025-05-14 | 13F | Congress Wealth Management LLC / DE / | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 9,973 | -1.07 | 906 | 0.33 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 2,293 | 0.00 | 208 | 1.46 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 3,253 | 0.00 | 296 | 1.37 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 74,603 | 9.09 | 6,781 | 10.60 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 12,354 | 13.25 | 1,130 | 15.54 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 6,294 | 0.00 | 576 | 5.88 | ||||
| 2025-08-11 | 13F | McDonough Capital Management, Inc | 2,639 | 0.00 | 240 | 1.27 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 7,128 | -3.39 | 648 | -2.12 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 49,510 | 5.67 | 4,500 | 7.14 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 6,164 | 0.00 | 560 | 1.45 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 51 | 5 | ||||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 135 | 0.00 | 12 | 0.00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 27 | 0.00 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 11,771 | 6.57 | 1,070 | 7.98 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50,429 | -3.05 | 4,583 | -1.69 | ||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 368,348 | 21.93 | 33 | 22.22 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 26,963 | -1.54 | 2,451 | -0.16 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 40,988 | -3.46 | 3,725 | -2.10 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 7,447 | -31.41 | 677 | -27.23 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 19,759 | -29.18 | 1,796 | -28.20 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 53,457 | -97.61 | 4,859 | -97.57 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 29,286 | -0.68 | 2,662 | 0.68 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 4,931 | -0.26 | 452 | 1.81 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 18,651 | 1,695 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 23,304 | -0.49 | 2,118 | 0.91 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 274 | 25 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 19,804 | 8.86 | 1,800 | 10.37 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 46,415 | 2.42 | 4,219 | 3.84 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 557 | 51 | ||||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 2,423 | 1.64 | 220 | 3.29 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 83,772 | 1.01 | 7,614 | 2.42 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 2,366 | 0.00 | 215 | 1.42 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 14,571 | -4.59 | 1,344 | 0.98 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 44,080 | -11.35 | 4,006 | -10.12 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 93 | 0.00 | 8 | 0.00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 3,700 | -6.33 | 340 | -3.95 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 19,459 | 0.80 | 1,769 | 2.20 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,246,380 | -2.17 | 113,337 | -0.80 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,849 | 288.45 | 168 | 300.00 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 6,856 | 14.19 | 623 | 15.80 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 7,298 | -1.80 | 663 | -0.45 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 5,800 | 0.00 | 527 | 1.54 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 3,608 | 328 | ||||||
| 2025-05-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 845 | 92.92 | 74 | 89.74 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 2,882 | -0.69 | 262 | 0.38 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F | Claris Financial LLC | 39,980 | -32.60 | 3,634 | -30.26 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 45,303 | -14.09 | 4,118 | -12.89 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 532 | 0.38 | 48 | 2.13 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 3,563 | 0.03 | 324 | 1.25 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 7,578 | 13.12 | 689 | 14.67 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 333,602 | 9.52 | 30,321 | 11.05 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 6,231 | -19.91 | 566 | -18.79 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 29,495 | -0.18 | 2,681 | 1.21 | ||||
| 2025-07-21 | 13F | 25 Llc | 2,650 | 0.00 | 241 | 1.27 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 1,195 | 0.17 | 109 | 1.89 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 1,799 | 0.00 | 164 | 1.24 | ||||
| 2025-05-14 | 13F | Gw Henssler & Associates Ltd | 2,324 | 0.00 | 211 | 0.00 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 58 | 5 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 4,017 | 12.68 | 365 | 14.42 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 914 | -23.06 | 83 | -21.70 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 5,468 | -1.92 | 497 | -0.60 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 747 | 0.00 | 68 | 1.52 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 15,774 | 12.45 | 1,434 | 14.00 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 58,480 | 13.89 | 5,379 | 16.86 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 831 | -79.82 | 76 | -79.67 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 32,177 | 3.99 | 2,925 | 5.45 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 11,739 | -4.50 | 1,067 | -3.18 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 10,880 | 0.13 | 989 | 1.44 | ||||
| 2025-08-14 | 13F | Comerica Bank | 36,892 | 6.14 | 3,353 | 7.64 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 15,070 | 1,370 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 4,158 | -2.12 | 378 | -0.79 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 55,912 | -25.65 | 5,082 | -24.63 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 59,242 | 0.10 | 5,385 | 1.49 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10,899 | 0.11 | 990 | 1.44 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 27,925 | -4.05 | 2,538 | -2.68 | ||||
| 2025-04-11 | 13F | Cranbrook Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 75,890 | 4.71 | 6,898 | 6.17 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 313 | 0.32 | 28 | 3.70 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 4,539 | -0.39 | 413 | 0.98 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 15,838 | -67.17 | 5,400 | 30.31 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 2,803 | -9.84 | 255 | -8.63 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 9,275 | -14.04 | 843 | -12.82 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 1,910 | 0.00 | 174 | 1.17 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 18,783 | -0.80 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 58,431 | -0.98 | 5 | -99.91 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 426,771 | 2.11 | 38,789 | 3.53 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 2,850 | 255 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 160,498 | 1.53 | 14,588 | 2.94 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 4,740 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 3,658 | 18.65 | 332 | 20.29 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 301 | 0.00 | 27 | 0.00 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 7,403 | 75.26 | 673 | 77.78 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 14,657 | 1.43 | 1,332 | 2.86 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 2,845 | 0.21 | 259 | 1.57 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 10,950 | 0.00 | 995 | 1.43 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 3,724 | -3.10 | 338 | -1.74 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 32,253 | 5.26 | 2,932 | 6.74 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 115,584 | -1.51 | 10,505 | -0.13 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,195,210 | -5.11 | 108,633 | -3.78 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 141 | -29.15 | 13 | -29.41 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 2,535 | 1.40 | 230 | 2.68 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 7,961 | -4.98 | 724 | -3.73 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5,567 | -3.47 | 506 | -2.13 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 5,353 | 0.00 | 487 | 1.46 | ||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 161,679 | -2.94 | 14,813 | -0.80 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 17,729 | 10.04 | 1,611 | 11.57 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 2,353 | -3.53 | 214 | -2.29 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 11,253 | 2.09 | 1,023 | 3.44 | ||||
| 2025-07-24 | 13F | SLT Holdings LLC | 39,725 | -3.98 | 3,611 | -2.64 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 381 | 0.00 | 35 | 0.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 118,349 | -14.84 | 10,757 | -13.65 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 11,239 | -0.07 | 1,022 | 1.29 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Garden State Investment Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 4,936 | 1.88 | 449 | 3.23 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 10,219 | 0.13 | 929 | 5.33 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 28,993 | -27.64 | 2,635 | -26.62 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 10,615 | -6.81 | 965 | -5.58 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 15,688 | 2.51 | 1,426 | 3.94 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 48,295 | 0.77 | 4,390 | 2.19 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 72,951 | -1.43 | 6,631 | -0.05 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 29,033 | -47.80 | 2,639 | -47.08 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1,628 | 58.21 | 148 | 65.17 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 68,526 | 5.38 | 6 | 20.00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 3,136 | -5.20 | 285 | -3.72 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 5,109 | -4.93 | 464 | -3.53 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 862 | 263.71 | 0 | |||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 21,397 | -1.19 | 1,945 | 0.15 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 4,665 | 0.00 | 424 | 1.44 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 11,175 | -0.07 | 1,016 | 1.30 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4,554 | 48.68 | 414 | 50.55 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 60 | 0.00 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 28,159 | -30.44 | 2,559 | -29.47 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 2,214 | -30.57 | 201 | -29.47 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 68,972 | -3.19 | 6,269 | -1.85 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3,700 | 0.00 | 336 | 1.51 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 1,977 | 0.00 | 182 | 2.26 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 2,900 | 0.00 | 264 | 1.54 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 138,455 | -16.83 | 12,584 | -15.67 | ||||
| 2025-08-06 | 13F | LeClair Wealth Partners LLC | 7,663 | -19.59 | 696 | -18.50 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,000,721 | -5.10 | 91 | -4.26 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 107 | 0.00 | 10 | 0.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3,810 | 63.38 | 346 | 65.55 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 420 | 0.00 | 38 | 2.70 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5,038,421 | -5.71 | 457,942 | -4.40 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 368,038 | -1.96 | 33,451 | -0.59 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 17,645 | 11.54 | 1,604 | 13.05 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 67 | -61.27 | 6 | -60.00 | ||||
| 2025-07-23 | 13F | GGM Financials LLC | 115,584 | 10,505 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 587,586 | -2.57 | 53,406 | -1.21 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,650 | 150 | ||||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 2,589 | 0.00 | 235 | 1.29 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 19,036 | -17.86 | 1,730 | -16.71 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 12,800 | 0.00 | 1,163 | 1.39 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 14,699 | 172.00 | 1,318 | 177.85 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 6,562 | 0.24 | 596 | 1.71 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 11,918 | -23.43 | 1,083 | -22.37 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 17,432 | -53.22 | 1,584 | -52.57 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 246 | -16.61 | 22 | -15.38 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 81,259 | -3.03 | 7,386 | -1.68 | ||||
| 2025-08-11 | 13F | Pollock Investment Advisors, LLC | 388,844 | -25.57 | 35,342 | -24.54 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 230,609 | 15.87 | 20,960 | 17.48 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 554,635 | 28.83 | 50,090 | 31.30 | ||||
| 2025-05-13 | 13F | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Family CFO Inc | 218 | 0.00 | 20 | 0.00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 277,319 | 0.58 | 25,206 | 1.98 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 12,643 | -0.10 | 1,149 | 1.32 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 82,640 | -5.35 | 7,511 | -4.03 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 1,088 | -2.07 | 0 | |||||
| 2025-04-22 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 3,189 | 0.00 | 290 | 1.40 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 45 | 4 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 6,604 | 0.00 | 600 | 1.52 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 26,991 | 1.83 | 2,453 | 3.28 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 18,290 | -30.22 | 1,662 | -29.25 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 25,500 | -10.31 | 2,318 | -9.03 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 39,325 | 0.03 | 3,574 | 1.42 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 31,741 | -25.86 | 2,885 | -24.81 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 1,325 | 0.00 | 120 | 1.69 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 11,114 | 14.83 | 1,010 | 16.49 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 78,179 | 4.41 | 7,106 | 5.86 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 20,318 | -6.06 | 1,847 | -4.75 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 174,147 | 15,828 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 3,658 | -0.41 | 328 | 1.55 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 232,903 | 1.46 | 21,199 | 2.88 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 4,411 | -9.80 | 401 | -8.68 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 2 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 108,634 | -40.11 | 9,886 | -39.21 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 5,421 | -77.14 | 493 | -76.85 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 2,357 | -32.00 | 214 | -30.97 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1,734 | -24.51 | 158 | -23.41 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 6,830 | -1.27 | 621 | 0.00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 22,585 | 1.13 | 2 | 0.00 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 159,277 | 8.29 | 14,477 | 9.79 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 4,263 | 0.00 | 387 | 1.31 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 6,693 | -43.93 | 611 | -42.94 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 14,484 | 0.70 | 1,316 | 2.09 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 24,190 | -0.20 | 2,199 | 1.20 | ||||
| 2025-08-01 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 2,750 | 250 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,961 | 46.78 | 178 | 49.58 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 328,019 | 0.16 | 29,814 | 1.55 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4,438 | -11.12 | 403 | -9.84 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 193,231 | -20.59 | 17,563 | -19.48 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 30,743 | 79.48 | 2,794 | 82.02 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 5,981 | 2.03 | 544 | 3.43 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,510,565 | 1.89 | 137,295 | 3.31 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 3,798 | -15.84 | 345 | -14.60 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 7,010 | 0.00 | 637 | 1.43 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 6,101 | 0.20 | 554 | 1.65 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 3,782 | -25.40 | 344 | -24.45 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 112,310 | 6.95 | 10,208 | 8.45 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 75,280 | 4.44 | 6,842 | 5.90 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 296 | 492.00 | 27 | 550.00 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 4,122 | 14.82 | 375 | 16.51 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 13,482 | 12.74 | 1,225 | 14.27 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3,184 | 289 | ||||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 55,156 | -2.12 | 5,013 | -0.75 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 16,650 | 0.00 | 1,513 | 1.41 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 6,540 | -0.20 | 594 | 1.19 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,120 | -0.27 | 102 | 1.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 771,221 | -4.58 | 70,096 | -3.25 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 12,547 | 1.04 | 1,140 | 2.43 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5,125 | 0.06 | 466 | 1.31 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 19,954 | -0.01 | 1,814 | 1.40 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4,485 | 4.50 | 408 | 5.99 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 816 | 74 | ||||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 12,108 | 1,100 | ||||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 23,372 | -1.64 | 2,124 | -0.28 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 19,020 | 26.46 | 1,729 | 28.19 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 9,655 | 29.58 | 878 | 35.13 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 16,220 | -5.38 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 109,837 | -6.27 | 9,983 | -4.96 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 975,950 | 2.40 | 88,750 | 3.82 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5,948,053 | 0.25 | 540,619 | 1.65 | ||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 10,264 | 0.00 | 920 | 0.00 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 12,287 | -6.63 | 1,129 | -4.24 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 67,920 | 3.85 | 6,173 | 5.31 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 270,726 | -28.43 | 24,606 | -27.43 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 47,664 | -2.65 | 4,332 | -1.28 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 13,044 | -6.10 | 1,186 | -4.82 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5,123 | 1.49 | 466 | 2.88 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 8,490 | 0.00 | 772 | 1.31 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 368 | 0.00 | 33 | 3.13 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 5,270 | 0.00 | 479 | 1.27 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Holistic Financial Partners | 115,347 | 5.52 | 10,484 | 6.99 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 16,183 | 3.06 | 1,471 | 4.48 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 31,151 | -6.40 | 2,831 | -5.10 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 3,249 | -0.31 | 295 | 1.03 | ||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 104,076 | 3.41 | 9,459 | 4.86 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2,810 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 21,918 | -0.68 | 2 | 100.00 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 14,649 | -0.56 | 1,331 | 0.83 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 4,408 | -7.80 | 401 | -6.54 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 2,430 | -99.64 | 221 | -99.92 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 445 | 40 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 1,252 | -13.48 | 114 | -12.40 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,714,227 | 1.48 | 155,806 | 2.90 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 9,794 | -46.63 | 885 | -45.13 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 14,264 | -4.23 | 1,296 | -2.92 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 43,331 | -0.99 | 3,938 | 0.38 | ||||
| 2025-04-11 | 13F | Intellectus Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 41,243 | -50.23 | 3,749 | -49.54 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 2,920 | 0.00 | 265 | 1.53 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 28,974 | -31.07 | 2,633 | -28.66 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10,587 | -42.62 | 962 | -41.84 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 5,198 | 466 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 25,903 | -1.49 | 2,354 | -0.13 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 56,973 | -0.81 | 5,178 | 0.58 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 3,587 | 0.00 | 326 | 1.56 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 2,484 | 0.08 | 226 | 1.35 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 33,778 | 0.07 | 3,070 | 1.49 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 40,939 | -0.98 | 3,721 | 0.38 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 18,907 | -5.75 | 1,731 | -0.35 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 5,544 | 511 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 660 | 547.06 | 60 | 555.56 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 441,872 | 5.95 | 40,162 | 7.42 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 6,656 | 0.00 | 605 | 1.34 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 34,005 | -4.42 | 3,091 | -3.07 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 78 | 1.32 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 200 | 0.00 | 18 | 5.88 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 430,311 | 1.12 | 39,111 | 3.72 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 25,200 | -1.25 | 2,290 | 0.13 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 6,895 | 1.31 | 627 | 2.62 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 4,301 | -23.06 | 394 | -13.60 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 13,823 | 10.20 | 1,256 | 11.74 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 2,433 | 0.00 | 221 | 1.38 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 259,743 | -0.14 | 23,608 | 1.25 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 21,600 | 1,963 | ||||||
| 2025-08-14 | 13F | Dagco, Inc. | 79,958 | 7,267 | ||||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 4,342 | -0.09 | 395 | 1.29 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 16,738 | 43.26 | 1,521 | 45.27 |
Other Listings
| MX:FTCS |
