Statistik Asas
| Pemilik Institusi | 139 total, 139 long only, 0 short only, 0 long/short - change of -2.80% MRQ |
| Purata Peruntukan Portfolio | 0.3661 % - change of 18.34% MRQ |
| Saham Institusi (Panjang) | 16,552,628 (ex 13D/G) - change of 0.13MM shares 0.81% MRQ |
| Nilai Institusi (Panjang) | $ 826,449 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - June (US:FJUN) telah 139 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 16,552,628 saham. Pemegang saham terbesar termasuk BUFR - FT Cboe Vest Fund of Buffer ETFs, BUFG - FT Cboe Vest Buffered Allocation Growth ETF, Commonwealth Equity Services, Llc, Envestnet Asset Management Inc, Raymond James Financial Inc, Signal Advisors Wealth, LLC, Foguth Wealth Management, LLC., Advisor Group Holdings, Inc., Keystone Wealth Services, LLC, and LPL Financial LLC .
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - June (BATS:FJUN) 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 55.17 / share. Previously, on September 9, 2024, the share price was 48.75 / share. This represents an increase of 13.17% 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 13D/G
Kami membentangkan pemfailan 13D/G secara berasingan daripada pemfailan 13F kerana layanan yang berbeza oleh SEC. Pemfailan 13D/G boleh difailkan oleh kumpulan pelabur (dengan satu peneraju), manakala pemfailan 13F tidak boleh. Ini mengakibatkan situasi di mana pelabur yang boleh memfailkan 13D/G melaporkan satu nilai untuk jumlah saham (mewakili semua saham yang dimiliki oleh kumpulan pelabur), tetapi kemudian memfailkan 13F dengan melaporkan nilai yang berbeza untuk jumlah saham (mewakili sepenuhnya saham mereka sendiri. pemilikan). Ini bermakna pemilikan saham pemfailan 13D/G dan pemfailan 13F selalunya tidak dapat dibandingkan secara langsung, jadi kami membentangkannya secara berasingan.
Nota: Mulai 16 Mei 2021, kami tidak lagi menunjukkan pemilik yang tidak memfailkan 13D/G pada tahun lepas. Sebelum ini, kami telah menunjukkan sejarah penuh pemfailan 13D/G. Secara umum, entiti yang dikehendaki memfailkan pemfailan 13D/G mesti memfailkan sekurang-kurangnya setiap tahun sebelum menyerahkan pemfailan penutup. Walau bagaimanapun, dana kadangkala keluar dari jawatan tanpa menyerahkan pemfailan penutup (iaitu, ia ditamatkan), jadi memaparkan sejarah penuh kadangkala boleh mengakibatkan kekeliruan tentang pemilikan semasa. Untuk mengelakkan kekeliruan, kini kami hanya menunjukkan pemilik "semasa" - iaitu - pemilik yang telah memfailkan pada tahun lepas.
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| Tarikh Fail | Borang | Pelabur | Saham Terdahulu |
Saham Terkini |
ΔSaham (Peratus) |
Pemilikan (Peratus) |
ΔPemilikan (Peratus) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | FIRST TRUST PORTFOLIOS LP | 11,403,949 | 10,702,092 | -6.15 | 62.04 | -2.35 |
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.
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F/A | Barclays Plc | 2,578 | -10.95 | 0 | |||||
| 2025-05-14 | 13F | Eqis Capital Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4,300 | 0.00 | 231 | 7.48 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 24,032 | 1.76 | 1,290 | 9.42 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 14,593 | 3.73 | 1 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3,750 | 0.00 | 201 | 7.49 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 44,186 | 700.76 | 2 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5,678 | -24.10 | 305 | -18.72 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7,252 | 0.00 | 389 | 7.76 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 4,367 | -3.02 | 236 | 4.44 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 5,092 | 273 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 3,404 | 0 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 20,165 | 42.45 | 1,082 | 53.26 | ||||
| 2025-08-14 | 13F | Comerica Bank | 427 | 0.00 | 23 | 4.76 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 4,761 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | McCarthy & Cox | 30,572 | 0.00 | 1,641 | 7.54 | ||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9,442 | -12.78 | 507 | -6.30 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 8,575 | -10.32 | 460 | -3.56 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6,290 | 4.21 | 314 | 0.97 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 35,389 | -5.02 | 1,899 | 2.21 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 210,574 | 25.01 | 11,198 | 33.25 | ||||
| 2025-05-01 | 13F | Key FInancial Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,814 | 0.00 | 419 | 7.71 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 12,243 | -0.41 | 657 | 6.66 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 7,846 | 44.71 | 421 | 55.93 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 3,769 | 202 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 183,615 | 8.15 | 10 | 12.50 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 7,952 | -9.68 | 427 | -2.96 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 42,159 | 32.56 | 2,263 | 42.62 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 163,286 | -48.58 | 8,764 | -44.68 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 1,686 | -34.83 | 90 | -30.23 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 4,245 | 0.00 | 228 | 7.58 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5,046 | -64.58 | 271 | -61.97 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 24,137 | -79.40 | 1,295 | -77.84 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 76,563 | -13.20 | 4 | 0.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 96,631 | -1.70 | 5 | 25.00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9,001 | -48.55 | 483 | -44.61 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 6,814 | -3.99 | 366 | 3.11 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 2,841 | 152 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 33,185 | 0.49 | 1,781 | 8.14 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 81 | -42.14 | 4 | -33.33 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 204,416 | 10.56 | 10,971 | 18.94 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 19,471 | 0.00 | 1,045 | 4.50 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 71,907 | -3.85 | 3,859 | 3.46 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 8,541 | 458 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 111,850 | 2.74 | 6,003 | 10.51 | ||||
| 2025-05-09 | 13F | Chicago Partners Investment Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 25,046 | 0.00 | 1,344 | 7.61 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 30,293 | 0.18 | 1,626 | 7.76 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 493 | 0.00 | 26 | 8.33 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 10,509 | 0.00 | 564 | 7.63 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 59,391 | 12.50 | 3,188 | 21.04 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 9,681 | -0.45 | 520 | 7.01 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 4,194 | -77.56 | 209 | -78.23 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 12,081 | 7.02 | 648 | 15.10 | ||||
| 2025-07-25 | NP | BUFR - FT Cboe Vest Fund of Buffer ETFs 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 | 10,573,738 | 1.98 | 550,045 | 1.85 | ||||
| 2025-07-16 | 13F | Novem Group | 14,690 | 4.26 | 788 | 12.25 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 7,500 | 403 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 33,720 | -13.68 | 1,810 | -7.14 | ||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 4,806 | -29.39 | 258 | -24.19 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 10,864 | 583 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 135,855 | -2.05 | 7,291 | 5.38 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4,966 | 1.22 | 0 | |||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 11,829 | 18.73 | 635 | 27.57 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,090 | -16.15 | 58 | -9.37 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 4,439 | -0.89 | 238 | 6.73 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 66,954 | -1.92 | 3,593 | 5.52 | ||||
| 2025-05-07 | 13F | Semus Wealth Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 4,809 | -32.96 | 258 | -27.73 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 8,255 | -1.29 | 443 | 6.24 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 700 | 0.00 | 38 | 8.82 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27,295 | 1.09 | 1 | 0.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 25,307 | -16.42 | 1,358 | -10.07 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 11,096 | -9.44 | 596 | -2.62 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 60,593 | 7.88 | 3,252 | 16.06 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 221,547 | 88.95 | 11,890 | 103.28 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 7,262 | 7.70 | 390 | 15.77 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 171,555 | 32.14 | 9,207 | 42.17 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 31,793 | 3.87 | 1,706 | 11.80 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 26,263 | 1,410 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 6,572 | -10.39 | 353 | -3.56 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 184,914 | 7.18 | 9,924 | 15.30 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4,178 | 0.00 | 224 | 7.69 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 16,628 | 8.79 | 892 | 18.15 | ||||
| 2025-07-25 | NP | BUFG - FT Cboe Vest Buffered Allocation Growth 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 | 722,956 | 2.49 | 37,608 | 2.36 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4,663 | -7.04 | 0 | |||||
| 2025-07-29 | 13F | Swmg, Llc | 12,178 | 0.00 | 664 | 10.32 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 4,280 | -9.51 | 214 | -12.35 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4,710 | 253 | ||||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 5,970 | -1.65 | 320 | 5.96 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 15,590 | -5.15 | 837 | 1.95 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 34,158 | 6.09 | 1,833 | 14.13 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 43,959 | 51.61 | 2,359 | 63.14 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 340,189 | -1.22 | 18 | 5.88 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 25,131 | 38.77 | 1,349 | 49.28 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 18,119 | -34.30 | 972 | -30.27 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 15,502 | 0.00 | 832 | 7.50 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 6,424 | 0.00 | 345 | 7.50 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 16,967 | 176.61 | 911 | 197.39 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 16,628 | 16.30 | 892 | 25.11 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 9,750 | 21.01 | 501 | 24.69 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 19,000 | -10.57 | 1,020 | -3.78 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 64,151 | -2.82 | 3,443 | 4.52 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 10,698 | -2.80 | 574 | 4.55 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 36,213 | -0.69 | 1,944 | 6.82 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6,840 | 3.17 | 367 | 11.21 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 20,651 | -10.24 | 1,108 | -3.40 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 27,891 | 4.95 | 1,497 | 12.91 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 5,435 | -29.00 | 292 | -23.62 | ||||
| 2025-05-15 | 13F | Advisory Services Network, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 265,451 | -51.48 | 14,247 | -47.81 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 969 | 0.00 | 52 | 8.33 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 10,469 | 60.72 | 562 | 73.15 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 16,769 | 126.49 | 900 | 143.90 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 4,108 | -34.69 | 220 | -29.71 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 96 | 5 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 63 | -95.94 | 3 | -96.10 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 123,036 | 6,603 | ||||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 7,652 | 6.04 | 411 | 13.89 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 45,649 | 20.13 | 2,450 | 29.23 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,495 | 0.00 | 80 | 8.11 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 7,280 | 37.36 | 391 | 47.73 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 5,524 | 0.00 | 296 | 7.64 | ||||
| 2025-05-14 | 13F | GDS Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 71,859 | -3.85 | 3,857 | 3.43 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 8,088 | 2.61 | 434 | 10.43 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 10,291 | 9.01 | 561 | 20.17 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 245,306 | -2.56 | 13,166 | 4.82 | ||||
| 2025-05-07 | 13F | First Heartland Consultants, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 63,736 | -4.23 | 3,421 | 3.01 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4,489 | -35.56 | 241 | -30.84 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 47,131 | -5.86 | 2,530 | 1.28 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 4,520 | 244 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 61,643 | 15.57 | 3,323 | 24.89 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 115,926 | -21.80 | 6,222 | -15.89 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 7,764 | 4.98 | 417 | 13.04 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 226,891 | 86.18 | 12,177 | 100.31 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 1,600 | 0.00 | 86 | 7.59 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,400 | 0.00 | 75 | 8.70 | ||||
| 2025-04-14 | 13F | Black Point Wealth Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 57,656 | -3.72 | 3,094 | 3.58 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 27,673 | 3.51 | 1,485 | 11.40 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 113,560 | -0.15 | 6,095 | 7.40 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 93,083 | 4,996 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19,677 | -0.86 | 1,056 | 6.67 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 12,289 | 12.40 | 660 | 20.92 |
