Statistik Asas
| Pemilik Institusi | 334 total, 334 long only, 0 short only, 0 long/short - change of 4.70% MRQ |
| Purata Peruntukan Portfolio | 0.4587 % - change of -7.15% MRQ |
| Saham Institusi (Panjang) | 108,149,702 (ex 13D/G) - change of 10.70MM shares 10.98% MRQ |
| Nilai Institusi (Panjang) | $ 3,586,727 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Capital Group Core Equity ETF (US:CGUS) telah 334 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 108,149,702 saham. Pemegang saham terbesar termasuk LPL Financial LLC, Envestnet Asset Management Inc, Raymond James Financial Inc, Morgan Stanley, Cetera Investment Advisers, Capital Group Private Client Services, Inc., Northwestern Mutual Wealth Management Co, Jones Financial Companies Lllp, Commonwealth Equity Services, Llc, and Wells Fargo & Company/mn .
Capital Group Core Equity ETF (ARCA:CGUS) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 38.73 / share. Previously, on September 9, 2024, the share price was 32.74 / share. This represents an increase of 18.30% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Merit Financial Group, LLC | 122,226 | 16.87 | 4,514 | 29.20 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 42,666 | 55.62 | 1,576 | 72.13 | ||||
| 2025-04-17 | 13F | Cornerstone Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 159,403 | 2.44 | 5,887 | 13.26 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 10,064 | 0.80 | 372 | 11.41 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,447,626 | 61.67 | 53,461 | 78.75 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 21,483 | -7.29 | 793 | 2.59 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 750,208 | 7.23 | 27,705 | 18.56 | ||||
| 2025-04-16 | 13F | Salem Investment Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 514 | 0.00 | 19 | 5.88 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 9,633 | 26.68 | 356 | 40.32 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 34,249 | 0.76 | 1,265 | 11.37 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 57,722 | -15.62 | 2,167 | -5.17 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 24,567 | -0.61 | 907 | 9.94 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 16,856 | -0.18 | 622 | 10.48 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 222,851 | 6.36 | 8,230 | 17.81 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 70,874 | 0.92 | 2,617 | 11.60 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1,000 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 103,409 | 12.72 | 3,819 | 24.61 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 264,366 | 12.73 | 9,763 | 24.66 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,199,797 | 4.19 | 44,309 | 15.21 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 51,326 | 12.55 | 1,895 | 24.43 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 18,338 | -29.72 | 677 | -22.27 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 8,795 | 325 | ||||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 332,972 | -2.13 | 12,296 | 8.21 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 15,170 | 11.14 | 560 | 23.08 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,137,696 | 6.52 | 115,875 | 17.78 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 267,142 | 21.87 | 9,866 | 28.70 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 60,558 | 0.32 | 2,236 | 10.91 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 6,689 | -1.47 | 247 | 9.29 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 116,048 | 4,286 | ||||||
| 2025-08-14 | 13F | Florida Financial Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 185,471 | 8.14 | 6,849 | 19.57 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 4,412,415 | 2.88 | 162,951 | 13.75 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 22,025 | -23.08 | 813 | -14.96 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 15,678 | 1.79 | 579 | 12.45 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 16,282 | 15.42 | 601 | 27.60 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 580,783 | 3.77 | 21 | 16.67 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 21,458 | 3.79 | 792 | 14.78 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 456,595 | 21.38 | 16,888 | 34.67 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 380,451 | 10.51 | 14,050 | 22.18 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 19,620 | 21.48 | 725 | 34.32 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 15,933 | 67.10 | 588 | 84.91 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 288,796 | -19.77 | 10,703 | -11.19 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 6,717 | -6.11 | 224 | -10.40 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 48,842 | -3.49 | 1,804 | 6.69 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 12,343 | 0.64 | 457 | 11.46 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 33,013 | 16.41 | 1,219 | 28.72 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,337 | 0.24 | 456 | 11.25 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 15,876 | 5.65 | 586 | 16.97 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 3,134 | 0.00 | 116 | 10.58 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 253,557 | 28.59 | 9,364 | 42.19 | ||||
| 2025-08-07 | 13F | Commerce Bank | 5,419 | -19.35 | 200 | -10.71 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 389,756 | 7.57 | 14,589 | 20.55 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,922,030 | -2.67 | 70,980 | 7.62 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 194,938 | 24.09 | 7,199 | 37.23 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 788,011 | 20.79 | 29,101 | 33.56 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 40,581 | 6.66 | 1,499 | 17.95 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 267,169 | 44.00 | 9,867 | 59.23 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 61,102 | -0.92 | 2,256 | 9.57 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 10,729 | 2.43 | 396 | 13.47 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 470,078 | 27.42 | 17,360 | 40.89 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 28,329 | 9.33 | 1,046 | 20.92 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 35 | 0.00 | 1 | 0.00 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 31,269 | 1.29 | 1,155 | 11.93 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Funds Vanguard Active Passive Growth Fund Standard Class | 1,790 | 66 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 7,430 | -9.45 | 274 | 0.00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13,415 | 1.92 | 495 | 12.76 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 978,124 | 3.03 | 36,122 | 13.92 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 15,691 | 45.95 | 579 | 61.28 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 240,929 | 3.34 | 8,425 | 8.19 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 118,786 | 6.79 | 4,387 | 18.06 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 48,669 | 2.89 | 1,797 | 13.81 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 16,300 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 7,989 | -1.69 | 295 | 8.86 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 105,829 | -16.44 | 3,908 | -7.61 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 9,092 | -13.95 | 337 | -4.82 | ||||
| 2025-08-19 | 13F | Cim, Llc | 11,182 | 57.54 | 413 | 73.84 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 15,579 | 3.60 | 575 | 14.54 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 647,391 | 8.65 | 23,908 | 20.13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2,099 | 19.46 | 78 | 32.76 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 57,850 | 14.38 | 2,136 | 26.47 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 37,230 | 7.37 | 1,375 | 17.04 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 12,396 | 458 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 14,308 | -63.95 | 528 | -60.15 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 673,845 | -1.09 | 25,242 | 10.93 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1,154,988 | 8.29 | 42,654 | 19.74 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 294,083 | 0.36 | 10,860 | 10.96 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 17,216 | 33.51 | 636 | 47.67 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 112,396 | -6.75 | 4,151 | 3.11 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 52,568 | 23.63 | 1,941 | 36.69 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 197 | 0.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 121,874 | 11.30 | 4 | 33.33 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 48,184 | 21.05 | 1,779 | 33.86 | ||||
| 2025-08-14 | 13F | Challenger Wealth Management | 272,601 | 7.81 | 10,067 | 19.21 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 12,409 | 458 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 10,792 | -16.77 | 399 | -8.08 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 10,185 | 376 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1,541 | 0.00 | 57 | 9.80 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 4,826,699 | 25.59 | 178,250 | 38.86 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 18,388 | 0.01 | 679 | 10.59 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 2,234 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 26,870 | 2.19 | 992 | 16.16 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 692 | 5.49 | 26 | 19.05 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 14,616 | -0.22 | 540 | 10.22 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 64,850 | 7.64 | 2,429 | 34.72 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 548,695 | 23.63 | 20 | 42.86 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1,828,484 | 6.90 | 67,526 | 18.20 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 26,742 | 7.68 | 988 | 27.03 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 24,482 | 18.67 | 904 | 31.20 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 1,338,685 | 33.84 | 49,438 | 47.98 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 34,646 | -16.65 | 1,279 | -9.68 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 49,265 | 40.30 | 1,819 | 55.20 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 2,332 | 149.41 | 86 | 177.42 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2,886 | 166.73 | 0 | |||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 59,030 | -50.10 | 2,180 | -44.85 | ||||
| 2025-08-18 | 13F | Wellington Capital Management, Inc. | 7,201 | 1 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 115,045 | -6.98 | 4,249 | 2.83 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 145,220 | -29.89 | 5,363 | -22.49 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 119,540 | 11.21 | 4,415 | 22.95 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 557 | 21 | ||||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 5,503 | 203 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 32 | 1 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 266,668 | -0.30 | 9,848 | 10.24 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 14,073 | 149.12 | 1 | |||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 25,081 | -14.05 | 926 | -4.93 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2,493,713 | 10.01 | 92 | 22.67 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,770 | 0.00 | 102 | 24.39 | ||||
| 2025-05-15 | 13F | MAI Capital Management | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 23,011 | -4.37 | 850 | 5.73 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 8,416 | 0.00 | 311 | 10.32 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 17,338 | 5.93 | 1 | |||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 2,329 | 0.60 | 86 | 11.69 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 886 | -9.78 | 30 | -14.71 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 127,590 | 15.88 | 4,712 | 28.33 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 297 | 11 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 253,233 | -53.93 | 9,352 | -49.06 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 138,737 | 162.43 | 5,124 | 190.25 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 108,032 | 17.24 | 3,990 | 29.64 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,076 | 40 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 11,156 | -13.48 | 412 | -4.42 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 142,452 | 28.06 | 5,261 | 41.59 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 849,562 | 109.73 | 31,374 | 131.90 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 13,898 | 513 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 987 | 0.00 | 36 | 12.50 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 180,809 | 5.32 | 6,677 | 16.45 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 2,505 | 14.91 | 93 | 27.78 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 153,458 | -13.98 | 5,667 | -4.88 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 50,430 | 15.42 | 1,862 | 27.62 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 69 | 0.00 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 16,186,883 | 9.10 | 597,782 | 20.63 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 32,713 | 0.00 | 1,208 | 10.62 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 145,839 | 9.85 | 5,386 | 23.88 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 92,317 | 130.67 | 3,409 | 155.16 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 16,725 | 0.24 | 618 | 10.77 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3,845,225 | 46.01 | 141,660 | 61.53 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5,668,346 | 8.63 | 209,332 | 20.11 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6,981 | 258 | ||||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 11,095 | -11.46 | 410 | -2.15 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 160,000 | 11.61 | 5,909 | 23.39 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 18,585 | -53.08 | 686 | -48.11 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 9,148 | 799.51 | 337 | 891.18 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 50,455 | 9.14 | 1,863 | 20.66 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 22,791 | 57.26 | 842 | 73.76 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 232,010 | 13.50 | 8,568 | 25.50 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 27,806 | 61.95 | 1,027 | 79.06 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 381,380 | -0.49 | 14,084 | 10.02 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 78,156 | 1.61 | 2,886 | 12.34 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 13,068 | 1.59 | 483 | 12.35 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 41,906 | 0.50 | 1,570 | 22.67 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 64,835 | -5.19 | 2,401 | 4.85 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 54,362 | 36.33 | 2,008 | 43.97 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 140,501 | 1,807.17 | 5,189 | 2,008.94 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 27,026 | 97.24 | 998 | 118.38 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1,188 | 0.17 | 44 | 10.26 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 932,782 | 5.85 | 34,448 | 17.03 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 382,889 | 18.86 | 14,140 | 31.42 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,757,275 | 16.42 | 64,400 | 27.72 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 23,406 | 154.16 | 864 | 181.43 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 25,000 | 163.60 | 923 | 192.09 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 85,417 | 11.49 | 3,154 | 23.30 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,115 | 197.33 | 41 | 241.67 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 27,697 | 97.88 | 1,023 | 118.84 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 16,300 | -61.83 | 602 | -57.85 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 283,714 | 10,478 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 18,392 | 58.39 | 679 | 75.45 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 34,302 | 59.51 | 1,267 | 76.32 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 21,256 | 10.75 | 785 | 22.31 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 3,978 | -38.08 | 147 | -31.78 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 200 | 0.00 | 7 | 16.67 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 132,159 | -0.96 | 4,893 | 9.51 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 108,747 | 4 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 24,292 | 1 | ||||||
| 2025-07-15 | 13F | Norden Group Llc | 53,330 | 0.00 | 1,969 | 10.56 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 12,125 | -16.99 | 448 | -8.21 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 26,662 | 124.54 | 985 | 148.48 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 184,004 | -12.64 | 6,795 | -3.40 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 54,239 | 2,003 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8,088 | -57.61 | 299 | -53.22 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 35,996 | 0.98 | 1,329 | 11.68 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,465 | 0.00 | 91 | 10.98 | ||||
| 2025-08-14 | 13F | Acas, Llc | 5,212 | 201 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1,174,544 | 7.28 | 43,376 | 18.62 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 99,445 | 0.91 | 3,672 | 11.58 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 264,597 | 4.74 | 9,772 | 15.81 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 17,295 | -2.88 | 639 | 7.41 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 47,500 | 0.00 | 1,754 | 10.59 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 32,360 | 9.89 | 1,195 | 21.57 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 9,736 | 360 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 39,152 | 35.15 | 1,446 | 49.43 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 1,805 | 0.28 | 67 | 10.00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 387,686 | 0.96 | 14,317 | 11.62 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 56,857 | 9.95 | 2,100 | 21.54 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 435 | -75.28 | 16 | -74.14 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 28,975 | 1,070 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 22,540 | -52.82 | 832 | -47.84 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 10,590 | -1.93 | 391 | 8.61 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 55,855 | 4.59 | 2,063 | 15.65 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 12,455 | -21.10 | 460 | -12.90 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 18,424 | 2.24 | 1 | |||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 5,839 | 216 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 53,631 | 12.99 | 1,981 | 24.92 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 95,366 | -0.92 | 3,522 | 9.55 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 13,900 | 513 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 31,211 | 0.12 | 1,153 | 10.66 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 20,108 | -4.68 | 743 | 5.40 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 31,539 | 15.06 | 1,165 | 27.21 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 43,182 | 7.65 | 1,595 | 19.04 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 35,575 | 125.34 | 1,314 | 149.15 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 109,461 | 11.10 | 4 | 33.33 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 5,560 | 205 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 402,564 | 6.79 | 14,867 | 18.08 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 14,293 | 4.66 | 528 | 15.57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 139,386 | 19.10 | 5,148 | 31.70 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 412,211 | 0.48 | 15,223 | 11.09 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 7,553 | -13.43 | 279 | -4.47 | ||||
| 2025-04-08 | 13F | Private Client Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Beacon Financial Group | 8,979 | 0.03 | 332 | 10.70 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 9,374 | 10.59 | 346 | 22.26 | ||||
| 2025-08-07 | 13F | PFG Advisors | 109,197 | 0.51 | 4,033 | 11.14 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 62,571 | -2.10 | 2,311 | 8.25 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 13,999 | 6.88 | 517 | 18.08 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 8,156 | 2.77 | 301 | 13.58 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 450 | 17 | ||||||
| 2025-08-13 | 13F | Capital International Investors | 33,275 | 0.01 | 1,229 | 10.53 | ||||
| 2025-08-14 | 13F | Comerica Bank | 12,200 | 3.66 | 451 | 14.50 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 108,403 | -26.63 | 4,139 | -16.13 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 136,665 | 20.14 | 5 | 66.67 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 18,139 | 7.41 | 670 | 18.62 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 465,996 | 50.48 | 17,209 | 66.40 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 169,565 | 16.63 | 6,247 | 29.02 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5,008,826 | 14.95 | 184,976 | 27.09 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 6,356 | 24.02 | 235 | 36.84 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 8,520 | -3.80 | 315 | 6.44 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 318 | 12 | ||||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 139,941 | 1.08 | 5,168 | 11.79 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 124,932 | 26.97 | 4,647 | 50.63 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10,327,349 | 13.62 | 381,389 | 25.63 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 16,053 | 0.00 | 593 | 10.45 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 93,425 | 63.57 | 3,450 | 80.91 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 557 | 4.90 | 21 | 17.65 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 21,275 | 89.53 | 786 | 109.89 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 411,239 | 1.99 | 15,187 | 12.77 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 5,989 | -12.95 | 221 | -3.49 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 44,621 | 16.67 | 1,648 | 28.97 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 88,604 | 37.07 | 3,272 | 51.55 | ||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 12,551 | -11.81 | 464 | -2.53 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 9,559 | -0.42 | 319 | -4.78 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3,032,309 | 11.03 | 112 | 21.98 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 68,256 | 0.02 | 2,521 | 10.57 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 33,719 | 4.57 | 1,245 | 15.71 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 9,736 | 360 | ||||||
| 2025-07-07 | 13F | Trust Co | 840 | 0.00 | 31 | 10.71 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 7,739 | -67.82 | 286 | -64.51 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 403,211 | 12.99 | 13,467 | 7.92 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 9,925 | 0.00 | 367 | 10.57 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 12,745 | -15.44 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 306 | 0.00 | 11 | 10.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 852,157 | 6.14 | 31,470 | 17.36 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 826,422 | -17.82 | 30,520 | -9.14 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 262,404 | -46.54 | 9,691 | -40.90 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 44,258 | 10.81 | 1,634 | 22.49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3,415,953 | 7.31 | 126 | 18.87 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 409 | 0.00 | 15 | 15.38 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 175,829 | 8.03 | 6 | 20.00 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 85 | 0.00 | 3 | 50.00 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 34,142 | 1,261 | ||||||
| 2025-07-29 | 13F | CapWealth Advisors, LLC | 7,523 | -14.48 | 278 | -5.46 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 55,598 | 3.02 | 2,053 | 13.93 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 86,113 | 40.12 | 3,180 | 54.97 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 29,374 | 51.30 | 1,085 | 67.28 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 42,441 | 1,567 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 37,341 | 11.06 | 1,379 | 22.91 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 847,182 | 14.85 | 31,286 | 26.99 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 11,135 | 0.25 | 411 | 11.08 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,690 | 210 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6,030 | 223 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 138,283 | 16.96 | 5 | 66.67 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 193,476 | 32.32 | 7,449 | 55.78 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 21,081 | 82.96 | 779 | 102.60 | ||||
| 2025-08-04 | 13F | Balentine LLC | 29,107 | 0.00 | 1,075 | 10.49 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 27,702 | -2.21 | 1,023 | 8.14 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 314,621 | 7.21 | 11,619 | 18.54 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8,004 | -64.89 | 296 | -61.24 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 43,159 | -3.77 | 1,594 | 6.34 | ||||
| 2025-08-07 | 13F | Nwam Llc | 12,975 | 11.35 | 496 | 27.25 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 9,484 | 23.09 | 350 | 36.19 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 19,090 | -9.77 | 705 | -0.28 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 6,818 | 0.40 | 252 | 11.06 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 38,786 | 12.97 | 1,432 | 31.14 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 221,166 | -31.05 | 8,168 | -23.77 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 3,965 | 6.53 | 146 | 17.74 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 186,633 | 8.83 | 6,892 | 20.34 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 22,796 | 24.98 | 842 | 38.10 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 443,816 | 2.12 | 16,390 | 12.91 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 192 | 0.00 | 7 | 16.67 | ||||
| 2025-07-18 | 13F | Vicus Capital | 14,937 | 68.17 | 552 | 86.15 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 12,280 | -27.46 | 454 | -19.82 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 15,936 | 14.24 | 589 | 26.45 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 83,904 | -6.48 | 3,099 | 3.40 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 52,778 | 16.65 | 1,950 | 29.05 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 105,721 | 34.58 | 3,915 | 48.82 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 13,493 | -2.41 | 498 | 3.11 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 7,487 | 276 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 19,286 | 712 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 11,828 | -80.07 | 437 | -78.00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 23,663 | 26.67 | 874 | 40.13 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,865,009 | 8.81 | 142,735 | 20.31 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 32,528 | -31.16 | 1,201 | -23.89 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 12,065 | 0 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 10,936 | 404 | ||||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 11,835 | 2.03 | 438 | 12.89 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 115,626 | 23.42 | 4,270 | 36.47 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 900 | 0.00 | 33 | 10.00 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 330 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 653 | -74.94 | 24 | -72.41 | ||||
| 2025-08-08 | 13F | Creative Planning | 25,191 | 0.43 | 930 | 11.11 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 9,461 | 0.00 | 349 | 10.79 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 9,782 | -3.42 | 361 | 6.80 |
