Grunnleggende statistikk
Institusjonelle eiere | 314 total, 314 long only, 0 short only, 0 long/short - change of −8,45% MRQ |
Gjennomsnittlig porteføljeallokering | 0.5056 % - change of −18,40% MRQ |
Institusjonelle aksjer (Long) | 58 428 568 (ex 13D/G) - change of −12,98MM shares −18,18% MRQ |
Institusjonell verdi (Long) | $ 2 436 021 USD ($1000) |
Institusjonelt eierskap og aksjonærer
First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF (US:FIXD) har 314 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 58,428,568 aksjer. De største aksjonærene inkluderer Morgan Stanley, LPL Financial LLC, Wells Fargo & Company/mn, Ameriprise Financial Inc, Raymond James Financial Inc, Envestnet Asset Management Inc, Truist Financial Corp, Royal Bank Of Canada, Advisor Group Holdings, Inc., and Commonwealth Equity Services, Llc .
First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF (NasdaqGM:FIXD) institusjonell eierstruktur viser nåværende posisjoner i selskapet fordelt på institusjoner og fond, samt de siste endringene i posisjonsstørrelse. De største aksjonærene kan være individuelle investorer, verdipapirfond, hedgefond eller institusjoner. Schedule 13D indikerer at investoren eier (eller har eid) mer enn 5 % av selskapet og har til hensikt (eller hadde til hensikt) å aktivt forfølge en endring i forretningsstrategien. Schedule 13G indikerer en passiv investering på over 5 %.
The share price as of September 10, 2025 is 44,60 / share. Previously, on September 11, 2024, the share price was 45,62 / share. This represents a decline of 2,25% over that period.
Fondssentiment-score
Fondssentiment Score (også kjent som akkumulering av eierskap poengsum) viser hvilke aksjer som er mest kjøpt av fond. Den er resultatet av en sofistikert, kvantitativ flerfaktormodell som identifiserer selskaper med de høyeste nivåene av institusjonell akkumulering. Beregningsmodellen for poeng bruker en kombinasjon av den totale økningen i antall offentliggjorte eiere, endringer i porteføljeallokeringen til disse eierne og andre beregninger. Tallet går fra 0 til 100, der høyere tall indikerer en høyere grad av akkumulering i forhold til sammenlignbare selskaper, der 50 er gjennomsnittet.
Oppdateringsfrekvens: Daglig
Sjekk ut Ownership Explorer, som inneholder en liste over de høyest rangerte selskapene.
Institusjonell Put/Call-forhold
I tillegg til å rapportere standard aksje- og gjeldsemisjoner må institusjoner med mer enn 100 millioner kroner i forvaltningskapital også oppgi beholdningen av put- og callopsjoner. Siden put-opsjoner generelt indikerer et negativt sentiment, og call-opsjoner indikerer et positivt sentiment, kan vi få et inntrykk av det generelle institusjonelle sentimentet ved å plotte forholdet mellom put- og call-opsjoner. Diagrammet til høyre viser det historiske forholdet mellom put- og call-opsjoner for dette instrumentet.
Ved å bruke Put/Call-forholdet som en indikator på investorsentimentet kan man overvinne en av de viktigste svakhetene ved å bruke totalt institusjonelt eierskap, nemlig at en betydelig andel av forvaltningskapitalen investeres passivt for å følge indekser. Passivt forvaltede fond kjøper vanligvis ikke opsjoner, slik at indikatoren for put/call-forhold i større grad gjenspeiler stemningen i aktivt forvaltede fond.
13F- og NPORT-arkiveringer
Detaljer om 13F-arkiveringer er gratis. Detaljer om NP-arkiveringer krever et premium-medlemskap. Grønne rader indikerer nye posisjoner. Røde rader indikerer lukkede posisjoner. Klikk på lenke ikonet for å se hele transaksjonshistorikken.
Oppgrader
for å låse opp premiedata og eksportere til Excel.
.
Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-03-12 | 13F/A | Private Capital Management Llc | 140 | −61,96 | 6 | −62,50 | ||||
2025-08-07 | 13F | PFG Advisors | 52 829 | −21,10 | 2 319 | −21,02 | ||||
2025-08-14 | 13F | Clg Llc | 23 792 | −21,22 | 1 044 | −21,09 | ||||
2025-05-01 | 13F | Stephens Inc /ar/ | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 1 | 0,00 | 0 | |||||
2025-08-14 | 13F | Mariner, LLC | 399 159 | 1,11 | 17 519 | 1,22 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 63 748 | 1,13 | 2 798 | 1,23 | ||||
2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 4 952 | −30,41 | 217 | −30,23 | ||||
2025-07-01 | 13F | Park National Corp /oh/ | 163 316 | −8,43 | 7 168 | −8,34 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Captrust Financial Advisors | 0 | −100,00 | 0 | |||||
2025-08-27 | NP | FFSAX - Touchstone Flexible Income Fund Class A | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 72 510 | 6,63 | 3 182 | 6,74 | ||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 5 980 | −43,04 | 262 | −43,04 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 162 690 | 4,67 | 7 140 | 4,78 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 136 310 | 28,90 | 5 983 | 29,03 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 8 759 | 9,02 | 384 | 11,30 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 43 048 | −7,90 | 1 889 | −6,53 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 28 357 | 5,89 | 1 245 | 5,96 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 2 103 | −21,32 | 92 | −21,37 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 24 311 | −5,14 | 1 067 | −4,99 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 321 180 | 5,83 | 14 097 | 5,95 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 10 707 | −4,86 | 0 | |||||
2025-07-08 | 13F | Advance Capital Management, Inc. | 32 226 | −1,76 | 1 414 | −1,67 | ||||
2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 47 | 2 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 307 040 | −15,43 | 13 476 | −15,34 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 18 322 | 18,28 | 804 | 18,41 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 92 917 | 5,31 | 4 078 | 5,43 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 34 800 | 3,26 | 1 527 | 3,39 | |||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | First Pacific Financial | 4 044 | 0,65 | 178 | 0,57 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 116 056 | −52,02 | 5 094 | −51,97 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 34 236 | −5,48 | 1 503 | −5,36 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Elequin Capital Lp | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | HCR Wealth Advisors | 35 326 | −0,11 | 1 550 | 0,00 | ||||
2025-04-10 | 13F | Clarus Wealth Advisors | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 8 976 | 76,87 | 0 | |||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 6 303 | −1,22 | 277 | −1,08 | ||||
2025-07-29 | 13F | Schubert & Co | 6 357 | 279 | ||||||
2025-08-13 | 13F | Cerity Partners LLC | 5 654 | −39,74 | 248 | −39,66 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 3 002 | 0,03 | 132 | 0,00 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Gibbs Wealth Management | 6 103 | 268 | ||||||
2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 7 489 | 3,58 | 329 | 3,80 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 53 910 | −71,91 | 2 366 | −71,77 | ||||
2025-08-04 | 13F | Spire Wealth Management | 14 114 | −79,09 | 619 | −79,07 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 5 232 | 6,00 | 230 | 6,02 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 25 559 | −2,72 | 1 122 | −2,61 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 539 574 | −18,70 | 23 682 | −18,61 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 5 187 | 0,00 | 228 | 0,00 | ||||
2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 17 957 | −2,44 | 788 | −2,23 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 23 | −90,91 | 1 | −90,91 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 11 799 | 2,18 | 518 | 2,17 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 97 205 | −5,68 | 4 266 | −5,56 | ||||
2025-08-11 | 13F | Eq Llc | 20 790 | −4,10 | 912 | −4,00 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 26 403 | −0,28 | 1 159 | −0,17 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 106 523 | 1,06 | 4 675 | 1,17 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | 0 | ||||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 76 810 | 3 371 | ||||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 1 675 | 1,09 | 74 | 1,39 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 8 271 | −9,79 | 363 | −9,48 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 20 963 | −84,43 | 920 | −84,41 | ||||
2025-08-07 | 13F | Allworth Financial LP | 6 049 | −3,91 | 266 | −2,57 | ||||
2025-08-08 | 13F | Gts Securities Llc | 6 195 | −70,73 | 272 | −70,77 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1 204 118 | 9,67 | 52 847 | 9,79 | ||||
2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 12 856 | −2,90 | 564 | −2,76 | ||||
2025-08-13 | 13F | Keystone Financial Group | 6 364 | −9,87 | 279 | −9,71 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 52 553 | −87,42 | 2 307 | −87,41 | ||||
2025-07-30 | 13F | Retirement Planning Group | 55 799 | 17,56 | 2 449 | 17,74 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 7 815 | −0,22 | 343 | 0,88 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 73 678 | 29,29 | 3 234 | 29,42 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 90 823 | −2,70 | 3 986 | −2,59 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 82 964 | 0,10 | 3 613 | 0,17 | ||||
2025-07-11 | 13F | First PREMIER Bank | 17 170 | −3,05 | 1 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 2 161 343 | 5,53 | 94 861 | 5,65 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 860 155 | −8,46 | 38 | −9,76 | ||||
2025-08-12 | 13F | LPL Financial LLC | 6 410 307 | −12,81 | 281 348 | −12,71 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 540 649 | 181,09 | 23 729 | 181,42 | ||||
2025-08-12 | 13F | Skopos Labs, Inc. | 4 | 0,00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 479 228 | −30,92 | 21 033 | −30,84 | ||||
2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | TD Capital Management LLC | 4 429 | 1,07 | 194 | 1,04 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 127 | −68,49 | 6 | −70,59 | ||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 42 846 | −7,22 | 1 881 | −7,11 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | StoneX Group Inc. | 20 201 | −14,86 | 887 | −14,81 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 5 490 | −29,73 | 241 | −29,82 | ||||
2025-08-13 | 13F | Elios Financial Group Inc. | 471 877 | −3,90 | 20 711 | −3,79 | ||||
2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 13 939 | −6,73 | 612 | −6,72 | ||||
2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 9 547 | −14,06 | 419 | −13,96 | ||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 51 795 | 8,28 | 2 267 | 10,00 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 8 660 | 44,86 | 380 | 45,04 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 536 174 | 17,94 | 23 533 | 18,07 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | CFO4Life Group, LLC | 82 195 | −11,08 | 3 608 | −10,98 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 26 327 | −69,65 | 1 155 | −69,63 | ||||
2025-05-13 | 13F | Maripau Wealth Management Llc | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | L.m. Kohn & Company | 17 444 | 1,17 | 766 | 1,32 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | First Financial Group Corp | 58 531 | −4,17 | 2 569 | −3,71 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 840 339 | 22,73 | 36 888 | 23,60 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 5 219 670 | −17,32 | 229 091 | −17,22 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 4 836 | −9,37 | 212 | −9,01 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 6 029 | −3,54 | 265 | −3,65 | ||||
2025-05-12 | 13F | Berger Financial Group, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 36 560 | −23,38 | 1 605 | −23,29 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 77 179 | −4,87 | 3 387 | −2,84 | ||||
2025-07-23 | 13F | Drake & Associates, LLC | 575 034 | 1,89 | 25 238 | 2,00 | ||||
2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 62 129 | −16,67 | 2 727 | −16,59 | ||||
2025-08-14 | 13F | Fmr Llc | 2 | 0,00 | 0 | |||||
2025-08-14 | 13F | Betterment LLC | 74 432 | 3,43 | 3 | 0,00 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 7 256 | −0,63 | 318 | −0,62 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 81 695 | 5,47 | 3 586 | 5,60 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 13 165 | 0,00 | 578 | 0,00 | ||||
2025-08-12 | 13F | Archer Investment Corp | 90 489 | 1,38 | 3 972 | 1,51 | ||||
2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 23 485 | 0,00 | 1 025 | 1,59 | ||||
2025-07-21 | 13F | Capital Planning LLC | 92 943 | 5,03 | 4 079 | 5,16 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 54 336 | −1,44 | 2 356 | −1,42 | ||||
2025-08-12 | 13F | TCP Asset Management, LLC | 354 144 | 3,24 | 15 543 | 3,36 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 64 007 | 3,96 | 2 809 | 4,08 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 630 | −38,66 | 28 | −38,64 | ||||
2025-08-11 | 13F | Core Wealth Partners LLC | 51 893 | 148,28 | 2 278 | 148,58 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 9 461 | −85,82 | 415 | −85,81 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 30 | 0,00 | 1 | 0,00 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 120 838 | 1,60 | 5 304 | 1,73 | ||||
2025-08-07 | 13F | Fagan Associates, Inc. | 80 306 | −2,18 | 3 525 | −2,08 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 12 404 | 0,62 | 544 | 0,74 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 50 228 | −17,87 | 2 205 | −17,79 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 82 447 | 12,98 | 3 619 | 13,10 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 4 900 | 805,73 | 215 | 834,78 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 102 625 | −1,28 | 5 | 0,00 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7 474 | 5,48 | 328 | 5,81 | ||||
2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 7 897 | 0,00 | 347 | 0,00 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 33 | 0,00 | 1 | 0,00 | ||||
2025-08-04 | 13F | Great Lakes Retirement, Inc. | 594 414 | 0,67 | 26 089 | 0,78 | ||||
2025-05-12 | 13F | Tranquilli Financial Advisor LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 6 555 | 0,00 | 288 | 0,00 | ||||
2025-07-07 | 13F | O'Connor Financial Group LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 143 | 0,00 | 6 | 0,00 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 226 889 | 18,10 | 10 | 12,50 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 729 977 | −18,12 | 32 039 | −18,03 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 115 462 | −10,25 | 5 068 | −10,16 | ||||
2025-07-16 | 13F | American National Bank | 198 | 0,00 | 9 | 0,00 | ||||
2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 12 647 | −9,55 | 555 | −9,31 | ||||
2025-07-24 | 13F | Columbia Advisory Partners Llc | 33 485 | −6,40 | 1 470 | −6,31 | ||||
2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-18 | 13F | Truist Financial Corp | 1 262 572 | 2,22 | 55 414 | 2,34 | ||||
2025-08-08 | 13F | Creative Planning | 24 048 | −37,19 | 1 055 | −37,13 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 841 875 | −0,17 | 36 950 | −0,06 | ||||
2025-07-17 | 13F | KG&L Capital Management,LLC | 10 836 | 12,84 | 476 | 13,10 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 46 894 | −81,98 | 2 058 | −81,96 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 54 442 | −11,06 | 2 389 | −10,96 | ||||
2025-06-25 | NP | HISF - First Trust Strategic Income ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 127 081 | −24,29 | 5 564 | −23,09 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 215 435 | −4,88 | 9 455 | −4,77 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 3 143 | 138 | ||||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 16 603 | −92,84 | 729 | −92,83 | ||||
2025-08-04 | 13F | Atria Investments Llc | 536 175 | −8,57 | 23 533 | −8,47 | ||||
2025-04-14 | 13F | Daymark Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 107 154 | 336,81 | 5 | 300,00 | ||||
2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | |||||
2025-07-02 | 13F | Howard Financial Services, Ltd. | 129 043 | −33,82 | 5 664 | −33,74 | ||||
2025-04-22 | 13F | Crews Bank & Trust | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F/A | Avion Wealth | 410 | 0,00 | 0 | |||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 164 783 | −0,76 | 7 232 | −0,65 | ||||
2025-07-28 | 13F | Lunt Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Citigroup Inc | 8 701 | −1,27 | 382 | −1,30 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 14 923 | −0,07 | 655 | 0,00 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 46 375 | −10,23 | 2 030 | −10,38 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 20 053 | −16,23 | 880 | −16,11 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 90 615 | 3,25 | 3 977 | 3,38 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 441 | 0,00 | 19 | 0,00 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 520 | 23 | ||||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 5 193 | 4,11 | 228 | 4,13 | ||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 707 406 | −2,74 | 31 048 | −2,63 | ||||
2025-08-14 | 13F | Comerica Bank | 57 135 | −23,51 | 2 508 | −23,43 | ||||
2025-08-14 | 13F | Bramshill Investments, LLC | 34 500 | −67,14 | 1 514 | −67,11 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 61 209 | −35,27 | 2 683 | −33,97 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 175 359 | −15,35 | 51 588 | −15,26 | ||||
2025-07-30 | 13F | Paul Damon & Associates, Inc. | 87 770 | 2,26 | 3 852 | 2,39 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 7 666 | −8,57 | 0 | |||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 161 | 15,83 | 7 | 16,67 | ||||
2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Entruity Wealth, LLC | 14 614 | 6,39 | 641 | 6,48 | ||||
2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-26 | 13F | Claris Financial LLC | 26 813 | −15,58 | 1 177 | −13,78 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 82 339 | 0,00 | 3 614 | 0,11 | ||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 30 855 | −32,31 | 1 354 | −32,23 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 28 559 | 22,82 | 1 253 | 22,96 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 73 957 | −7,32 | 3 246 | −7,23 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-05-08 | 13F | BRYN MAWR TRUST Co | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 325 | 0,00 | 14 | 0,00 | ||||
2025-07-09 | 13F | Triumph Capital Management | 241 523 | 0,79 | 10 600 | 0,90 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 569 | 1,07 | 25 | 0,00 | ||||
2025-07-18 | 13F | Cooper Financial Group | 6 284 | −0,54 | 276 | −0,36 | ||||
2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 193 | 0,00 | 8 | 0,00 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 1 275 | 0,00 | 56 | 0,00 | ||||
2025-04-28 | 13F | Oregon Pacific Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Sunflower Bank, N.A. | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Novem Group | 9 527 | 7,75 | 418 | 8,01 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 64 039 | −6,00 | 2 811 | −5,89 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 56 634 | 7,57 | 2 486 | 7,67 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Beck Bode, LLC | 14 889 | −52,48 | 653 | −52,44 | ||||
2025-07-16 | 13F | Cambridge Advisors Inc. | 22 632 | −24,77 | 993 | −24,66 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 27 149 | −6,74 | 1 192 | −6,66 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 12 067 | −9,22 | 530 | −9,11 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 1 | 0,00 | 0 | |||||
2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Intrua Financial, LLC | 45 700 | −30,40 | 2 006 | −30,33 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 204 174 | −30,98 | 9 | −33,33 | ||||
2025-07-01 | 13F | Private Client Services, Llc | 13 611 | −6,36 | 597 | −6,28 | ||||
2025-08-06 | 13F | LeClair Wealth Partners LLC | 513 808 | 13,33 | 22 551 | 13,46 | ||||
2025-05-14 | 13F | REAP Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 77 864 | −7,87 | 3 | 0,00 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 9 408 | 19,19 | 413 | 19,08 | ||||
2025-07-21 | 13F | Andina Capital Management, LLC | 33 010 | −72,50 | 1 449 | −72,48 | ||||
2025-08-06 | 13F | Spurstone Advisory Services, LLC | 12 | 0,00 | 1 | |||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 15 353 | 0,00 | 674 | 0,00 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 285 | −0,70 | 13 | 0,00 | ||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 4 745 | 208 | ||||||
2025-08-01 | 13F | Wealth Watch Advisors, INC | 5 318 | 2,31 | 233 | 2,64 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 24 822 | −3,80 | 1 089 | −3,71 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 32 353 | 1 | ||||||
2025-04-16 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | We Are One Seven, LLC | 46 263 | −3,87 | 2 030 | −3,75 | ||||
2025-08-12 | 13F | GDS Wealth Management | 461 858 | 5,93 | 20 271 | 6,05 | ||||
2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 15 104 | 115,53 | 663 | 115,64 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 13 818 | 28,59 | 602 | 27,81 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-31 | 13F | West Michigan Advisors, Llc | 32 038 | 0,12 | 1 406 | 0,29 | ||||
2025-08-08 | 13F | Condor Capital Management | 22 081 | 0,00 | 969 | 0,10 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 458 | 0,00 | 20 | 0,00 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 899 | −95,12 | 39 | −95,16 | ||||
2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 316 518 | 1,75 | 13 892 | 1,87 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Inscription Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 950 | −94,12 | 42 | −94,21 | ||||
2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 5 551 | 1,07 | 244 | 1,25 | ||||
2025-07-09 | 13F | GSG Advisors LLC | 17 873 | 0,40 | 784 | 1,55 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 114 | 0,00 | 0 | |||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 65 309 | −7,42 | 2 866 | −7,31 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 76 685 | −3,66 | 3 366 | −3,55 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 56 906 | −24,39 | 2 498 | −24,31 | ||||
2025-04-22 | 13F | LVZ Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Genesee Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 340 242 | 0,14 | 14 933 | 0,26 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 23 913 | 0,84 | 1 050 | 0,96 | ||||
2025-04-30 | 13F | Moloney Securities Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 22 450 | 4,49 | 985 | 4,68 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 132 171 | −4,45 | 6 | −16,67 | ||||
2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 4 977 | 218 | ||||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 195 132 | −6,88 | 8 565 | −5,61 | ||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Landmark Wealth Management, LLC | 136 837 | −1,88 | 6 | 0,00 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | D.a. Davidson & Co. | 47 611 | −18,82 | 2 090 | −18,75 | ||||
2025-07-21 | 13F | Hilltop National Bank | 96 | 0,00 | 4 | 0,00 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 51 751 | −3,85 | 2 271 | −3,73 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 77 827 | −67,06 | 3 416 | −67,03 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 209 809 | −2,95 | 9 209 | −2,84 | ||||
2025-05-02 | 13F | BlackRock, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 6 503 | −61,37 | 285 | −61,33 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 13 812 | −15,21 | 606 | −15,13 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 33 935 | 1,53 | 1 489 | 1,64 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 43 916 | −3,12 | 1 927 | −3,02 | ||||
2025-08-15 | 13F | Global View Capital Management LLC | 58 055 | −0,93 | 2 548 | −0,82 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 480 | 0,00 | 21 | 0,00 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 437 | 166,46 | 19 | 171,43 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 219 408 | −5,46 | 9 630 | −5,36 | ||||
2025-08-11 | 13F | Chiron Capital Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 28 379 | −97,25 | 1 | −97,78 | ||||
2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 21 793 | 956 | ||||||
2025-08-06 | 13F | SNS Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 142 500 | 776,38 | 6 254 | 778,37 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 8 788 | −64,97 | 386 | −64,29 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 125 025 | −7,59 | 5 487 | −7,49 | ||||
2025-07-23 | 13F | Laraway Financial Inc | 20 739 | −2,64 | 910 | −2,47 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 1 133 | −51,31 | 50 | −51,96 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 2 811 | −11,32 | 123 | −10,87 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 37 174 | 22,96 | 1 632 | 23,09 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Clarity Capital Partners LLC | 19 290 | −51,80 | 847 | −51,77 | ||||
2025-08-12 | 13F | Change Path, LLC | 67 340 | 62,61 | 2 956 | 62,81 | ||||
2025-04-15 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 824 333 | −13,52 | 36 | −12,20 | ||||
2025-08-06 | 13F | ROI Financial Advisors, LLC | 4 642 | 204 | ||||||
2025-08-08 | 13F | Larson Financial Group LLC | 297 891 | −49,13 | 13 074 | −49,07 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 14 029 | −43,79 | 617 | −43,69 | ||||
2025-05-01 | 13F | Rik Saylor Financial, Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | IFG Advisory, LLC | 36 050 | −9,37 | 1 582 | −9,24 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 126 401 | −72,02 | 5 548 | −71,99 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 37 391 | −1,41 | 1 641 | −1,26 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 9 219 | −23,33 | 405 | −23,34 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 37 897 | −2,83 | 1 663 | −2,69 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 26 758 | 102,44 | 1 174 | 102,76 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 3 796 | −96,90 | 167 | −96,91 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 121 401 | 21,12 | 5 328 | 21,26 | ||||
2025-07-16 | 13F | EdgeRock Capital LLC | 6 587 | 0,11 | 289 | 0,35 | ||||
2025-07-29 | 13F | Crux Wealth Advisors | 17 146 | −66,58 | 753 | −66,55 | ||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 4 874 | −98,55 | 214 | −98,55 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 102 169 | −16,98 | 4 484 | −16,89 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 18 444 | −6,19 | 809 | −6,04 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 14 412 | 0,89 | 1 | |||||
2025-08-08 | 13F | Hartland & Co., LLC | 1 880 | 1,08 | 83 | 1,23 | ||||
2025-08-13 | 13F | Stablepoint Partners, LLC | 4 938 | −0,56 | 217 | −0,46 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 120 142 | −62,54 | 5 250 | −62,61 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 533 687 | 12,26 | 23 428 | 12,39 | ||||
2025-07-14 | 13F | Seascape Capital Management | 0 | −100,00 | 0 | |||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 6 041 | −12,35 | 265 | −12,25 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 91 398 | 1,89 | 4 011 | 2,01 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 7 784 | −5,73 | 342 | −5,54 | ||||
2025-08-01 | 13F | Signature Wealth Management Group | 42 512 | −1,46 | 1 866 | −1,37 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 44 001 | −0,94 | 1 931 | −0,82 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 5 782 | 1,44 | 254 | 1,61 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 7 177 | −12,34 | 315 | −12,01 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 17 423 | −87,14 | 765 | −87,14 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 43 257 | −59,67 | 1 899 | −59,63 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 61 514 | −18,69 | 2 700 | −18,83 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 298 695 | −17,97 | 13 110 | −17,88 | ||||
2025-08-13 | 13F | Holos Integrated Wealth LLC | 20 568 | −24,21 | 902 | −24,14 | ||||
2025-07-29 | 13F | Private Trust Co Na | 11 898 | −15,97 | 522 | −15,81 | ||||
2025-07-29 | 13F | Altus Wealth Group LLC | 13 582 | −1,68 | 596 | −1,49 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 29 051 | −41,54 | 1 275 | −41,46 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 2 828 195 | 105,88 | 124 105 | 106,02 | ||||
2025-08-29 | NP | BRMSX - Bramshill Income Performance Fund Institutional Class | 34 500 | 0,00 | 1 514 | 0,13 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | First Trust Advisors Lp | 135 379 | 5,19 | 5 942 | 5,30 | ||||
2025-07-09 | 13F | Beacon Financial Group | 37 564 | −0,85 | 1 649 | −0,72 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Visionary Wealth Advisors | 75 656 | −20,91 | 3 321 | −20,82 | ||||
2025-08-15 | 13F | Morgan Stanley | 8 488 028 | −9,13 | 372 540 | −9,03 | ||||
2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 56 448 | −4,81 | 2 | 0,00 | ||||
2025-07-07 | 13F | RDA Financial Network | 51 864 | 4,20 | 2 276 | 4,36 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 214 385 | 2,45 | 9 409 | 2,57 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 351 178 | −30,57 | 15 413 | −30,49 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 23 486 | 0,00 | 1 031 | 0,10 | ||||
2025-08-12 | 13F | Allen Capital Group, LLC | 30 021 | −4,23 | 1 318 | −4,15 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 15 693 | −23,76 | 689 | −23,73 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 9 779 | 467,89 | 429 | 472,00 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 81 529 | 5,26 | 3 578 | 5,39 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 4 613 | 202 | ||||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 75 570 | 2,19 | 3 317 | 2,31 | ||||
2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 846 764 | −75,08 | 37 164 | −75,05 | ||||
2025-08-12 | 13F | MAI Capital Management | 1 188 | 0,00 | 52 | 0,00 | ||||
2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
2025-04-29 | NP | AIHAX - Horizon Active Income Fund Advisor Class | 268 864 | 1,18 | 11 830 | 1,14 | ||||
2025-08-11 | 13F | Tidemark, LLC | 252 | −16,56 | 11 | −15,38 | ||||
2025-07-16 | 13F | Old Port Advisors | 8 517 | −11,89 | 374 | −11,82 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 116 494 | −4,31 | 5 113 | −4,22 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 15 897 | −2,64 | 698 | −2,52 | ||||
2025-07-16 | 13F | Evergreen Private Wealth LLC | 807 | 0,00 | 35 | 0,00 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 10 820 | 0,00 | 475 | 0,00 | ||||
2025-07-18 | 13F | Vicus Capital | 11 343 | −70,63 | 498 | −70,63 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 15 969 | −3,05 | 701 | −2,64 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2 723 404 | −17,14 | 119 530 | −17,04 | ||||
2025-07-18 | 13F | QTR Family Wealth, LLC | 37 393 | −12,82 | 1 641 | −12,71 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 252 649 | −9,62 | 11 089 | −9,52 | ||||
2025-08-04 | 13F | Assetmark, Inc | 91 814 | 14,03 | 4 030 | 14,17 | ||||
2025-04-09 | 13F | Milestone Asset Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 153 087 | 6,25 | 6 719 | 6,36 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 66 475 | 5,25 | 2 918 | 5,34 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 9 004 | −18,08 | 395 | −17,88 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Bennett Associates Wealth Management | 119 006 | −6,89 | 5 223 | −6,78 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 738 055 | −21,99 | 32 393 | −21,90 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 122 899 | 0,01 | 5 394 | 0,33 |