Statistik Asas
| Pemilik Institusi | 315 total, 315 long only, 0 short only, 0 long/short - change of -8.16% MRQ |
| Purata Peruntukan Portfolio | 0.5043 % - change of -18.60% MRQ |
| Saham Institusi (Panjang) | 58,463,068 (ex 13D/G) - change of -12.95MM shares -18.13% MRQ |
| Nilai Institusi (Panjang) | $ 2,437,533 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF (US:FIXD) telah 315 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 58,463,068 saham. Pemegang saham terbesar termasuk 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) 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 44.42 / share. Previously, on September 6, 2024, the share price was 45.41 / share. This represents a decline of 2.17% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-03-12 | 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 | |||||
| 2025-08-07 | 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 | ||||
| 2025-05-29 | NP | FFSAX - Touchstone Flexible Income Fund Class A | 34,500 | 1,512 | ||||||
| 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 |
