Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF termasuk CacheTech Inc., Grimes & Company, Inc., Tableaux Llc, Summit Wealth Group Llc / Co, Mcrae Capital Management Inc, SLT Holdings LLC, Sax Wealth Advisors, Llc, Evoke Wealth, Llc, Camden Capital, LLC, Summit Trail Advisors, Llc, Aqr Capital Management Llc, Sentinus, LLC, TFAGX - TFA AlphaGen Growth Fund Class I, Gwn Securities Inc., Diversify Advisory Services, LLC, Buckingham Strategic Partners, Connetic Venture Capital Access Fund, RVW Wealth, LLC, Scotia Capital Inc., dan Concord Asset Management, LLC/VA .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2,762 | 6.11 | 1 | |||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 1,090 | 215 | ||||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 380,912 | 4.30 | 75,123 | 27.55 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 40,505 | 6,532 | ||||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 1,024 | 202 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 4,917 | 0.49 | 970 | 22.81 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 7,457 | 8.21 | 1,487 | 54.41 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 40,505 | 6,532 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 35,577 | 0.23 | 7,017 | 22.57 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 2,666 | 30.30 | 526 | 59.09 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 308,500 | 107.26 | 60,842 | 153.47 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 7,006 | 10.56 | 1,382 | 35.26 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3,605 | 1.38 | 805 | 40.31 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 241,903 | 12.97 | 47,708 | 38.15 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 12,802 | 2,525 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 4,990 | 13.23 | 1 | |||||
| 2025-07-18 | 13F | Cooper Financial Group | 11,879 | 1.68 | 2,343 | 24.31 | ||||
| 2025-08-05 | 13F | Ciovacco Capital Management LLC | 13,687 | 2,699 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 24,233 | 5.34 | 4,779 | 28.85 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 659,540 | 23.90 | 130,074 | 51.52 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 4,345 | 44.54 | 857 | 76.86 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 12,816 | 5.65 | 2,528 | 29.19 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 2,230 | 440 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 176,127 | 2.57 | 34,736 | 25.43 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 117,420 | 1.02 | 23,158 | 23.54 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 15,449 | 3.52 | 3,047 | 26.60 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3,981 | 785 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 37,410 | 37.84 | 7,378 | 68.60 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 7,813 | 0.81 | 1,541 | 23.30 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 33,008 | 21.14 | 7 | 50.00 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 2,953 | 85.61 | 582 | 127.34 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 30,164 | 4.90 | 5,949 | 28.27 | ||||
| 2025-08-25 | NP | Connetic Venture Capital Access Fund | 1,239 | 244 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 230 | 0.44 | 45 | 25.00 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 27,484 | 1,305 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 5,070 | 0.20 | 1,000 | 22.43 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 7,748 | 22.89 | 1,528 | 50.30 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 95,341 | 0.19 | 18,800 | 22.50 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 240 | 47 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 17,058 | 1.02 | 3,364 | 23.54 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 2,629 | 1.00 | 519 | 23.63 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 26,491 | 0.34 | 5,225 | 22.72 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3,313 | 7.18 | 653 | 31.12 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 65 | 13 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5,560 | 95.98 | 1,097 | 139.82 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 3,931 | 775 | ||||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 3,821 | 46.01 | 754 | 78.44 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 1,899 | 3.60 | 374 | 26.78 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,075 | 22.78 | 409 | 50.37 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 20,946 | 2.32 | 4,131 | 25.11 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 14,562 | 11.28 | 2,692 | 27.58 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 400 | 100.00 | 79 | 143.75 | |||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 1,020 | 201 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 28,454 | 1.11 | 5,612 | 23.64 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 4,362 | 0.02 | 860 | 22.33 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 442 | 87 | ||||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 1,049 | 207 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 135,518 | 11.45 | 26,727 | 36.30 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 86,073 | 4,004.58 | 16,975 | 4,922.19 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 8,506 | 1.19 | 1,678 | 23.76 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12,119 | 73.45 | 2,390 | 112.26 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 60,027 | 6.47 | 11,839 | 30.20 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 46,150 | 10.27 | 9,102 | 34.85 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 12,096 | 73.02 | 2,386 | 111.62 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 690 | 136 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 6,797 | 2.33 | 1,341 | 25.12 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 10,526 | 0.78 | 2,076 | 23.28 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 40,744 | 7.07 | 8,036 | 30.74 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 1,735 | 0.12 | 342 | 22.58 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 3,009 | 128.13 | 593 | 179.72 | ||||
| 2025-06-26 | NP | MSTSX - Morningstar Unconstrained Allocation Fund | 116,849 | 50.48 | 19,094 | 34.04 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 1,178 | 232 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 1,874 | 33.38 | 370 | 63.27 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 64 | 3.23 | 12 | 20.00 | ||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 3,500 | 12.90 | 564 | -1.57 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 1,716 | 16.42 | 354 | 48.12 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 2,235 | 441 | ||||||
| 2025-07-22 | 13F | JSF Financial, LLC | 6,633 | 0.03 | 1,308 | 22.36 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 658 | 0 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 11,699 | 4.47 | 2,307 | 27.81 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 61 | 12 | ||||||
| 2025-08-06 | 13F | Agf Management Ltd | 617,076 | 1.50 | 121,700 | 24.12 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 3,734 | 72.31 | 736 | 110.89 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 1,900 | 1.55 | 375 | 24.25 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 666 | 131 | ||||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 1,106 | 218 | ||||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 82,569 | 1.03 | 16,284 | 23.56 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 9,334 | 126.72 | 1,913 | 185.80 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 1,996 | 4.07 | 394 | 27.18 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 2,528 | 0.12 | 499 | 22.36 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1,035 | 204 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 15,428 | 3.45 | 3,043 | 26.49 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 13,506 | 35.24 | 2,638 | 63.59 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 9,267 | 2.30 | 1,828 | 25.14 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 18,989 | 11.01 | 3,745 | 36.64 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 1,885 | 2.56 | 372 | 25.34 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 3,995 | 36.26 | 788 | 45.20 | ||||
| 2025-07-24 | 13F | SLT Holdings LLC | 4,248 | 838 | ||||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 1,115 | 220 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 19,167 | 3,780 | ||||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 14,388 | 3.47 | 2,838 | 26.54 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 1,666 | 329 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 19,441 | 0.04 | 3,959 | 21.30 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 1,570 | 0.19 | 310 | 22.62 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 4,674 | 8.75 | 922 | 32.90 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 242,337 | 1.32 | 47,776 | 23.87 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3,868 | 0.70 | 763 | 23.10 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 16,272 | 1.59 | 3,209 | 24.24 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 32,700 | 151.54 | 6,449 | 207.68 | |||
| 2025-08-13 | 13F | Balance Wealth, LLC | 2,804 | 1.19 | 553 | 23.99 | ||||
| 2025-08-14 | 13F | UBS Group AG | 108,807 | 12.15 | 21,459 | 37.15 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 915 | 180 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 336,084 | 2.16 | 66,283 | 24.93 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 1,824 | 360 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 1,905 | 45.53 | 376 | 77.73 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 33,204 | 1.62 | 6,548 | 24.27 | ||||
| 2025-08-01 | 13F | Reliant Investment Partners, LLC | 16,138 | 1.89 | 3,183 | 24.59 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1,993 | 7.32 | 393 | 31.44 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 2,390 | 8.29 | 471 | 32.68 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 132 | 26 | ||||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 1,045 | 206 | ||||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 1,052 | 207 | ||||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 1,058 | 209 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3,495 | 23.54 | 689 | 51.10 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 3,608 | 712 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,771 | 13.43 | 546 | 60.12 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 1,036 | 204 | ||||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 1,969 | 17.41 | 388 | 43.70 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 14,436 | 146.47 | 2,847 | 201.48 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 14,100 | 33.02 | 2,781 | 62.67 | |||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 608 | 120 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 1,311 | 0.15 | 259 | 22.27 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2,056 | 405 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 1,839 | 363 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 6,405 | 266.21 | 1,263 | 347.87 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 1,423 | 1.35 | 281 | 23.89 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 9,383 | 1.53 | 1,851 | 24.16 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 416 | 42.96 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 137,335 | 43.14 | 27,085 | 75.05 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 1,209 | 238 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4,334 | 81.26 | 855 | 121.82 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 113,572 | 84.99 | 22,399 | 126.24 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 3,662 | 0.25 | 591 | -12.59 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 2,201 | 434 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 2,343 | 510.16 | 462 | 657.38 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 2,572 | 7.08 | 507 | 14.19 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 1,358 | 5.11 | 268 | 28.37 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 170,659 | 5.05 | 33,687 | 28.42 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 67,624 | 39.59 | 13,337 | 70.71 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 53,387 | 7.60 | 11 | 25.00 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 5,390 | 1,063 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 40,096 | 7,908 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 10,430 | 6.36 | 2,057 | 30.04 | ||||
| 2025-07-23 | 13F | Monte Financial Group, LLC | 1,419 | 2.31 | 280 | 34.13 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 3,541 | 2.55 | 698 | 25.54 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 5,346 | 0.17 | 1,054 | 22.56 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 76,151 | 6.53 | 15,019 | 30.27 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 1,155 | 228 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 2,147 | 22.34 | 423 | 49.47 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 3,379 | 666 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 23,570 | 2.27 | 4,648 | 25.08 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 787 | 26.73 | 154 | 53.00 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2,810 | 0.11 | 554 | 22.57 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,086 | 45.65 | 1,003 | 76.90 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 22,971 | 1.68 | 4,530 | 24.35 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 24,518 | 4.08 | 4,835 | 27.27 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 2,263 | 0.67 | 446 | 23.20 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5,800 | 45.00 | 1,144 | 77.21 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 970 | 191 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5,264 | 177.78 | 1,038 | 240.33 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 2,214 | 76.13 | 437 | 115.84 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 3,517 | 13.12 | 567 | 6.38 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 6,720 | 0.86 | 1,325 | 23.37 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 8,715 | 5.05 | 1,719 | 28.50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 78,227 | 156.75 | 15,428 | 214.00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 2,651 | 12.05 | 523 | 19.45 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 2,906 | 573 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 68,221 | 3.98 | 13,455 | 27.16 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 3,948 | 176.86 | 779 | 239.74 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 2,621 | 517 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 6,065 | 4.42 | 1,196 | 27.78 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 34,602 | 16.65 | 6,824 | 42.67 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1,830 | 361 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 35,265 | 264.23 | 6,955 | 345.55 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 1,125 | 222 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4,338 | 194.50 | 856 | 260.76 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 100 | 20 | ||||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 3,822 | 70.47 | 754 | 108.59 | ||||
| 2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 1,028 | 203 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4,632 | 1.71 | 914 | 24.39 | ||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 4,083 | 2.46 | 805 | 24.81 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 1,228 | 0 | ||||||
| 2025-07-21 | 13F | Capital Planning LLC | 23,181 | 0.70 | 4,572 | 23.14 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 28,208 | 4.00 | 5,563 | 27.21 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 3,000 | 3.20 | 592 | 26.28 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 51,514 | 7,740.79 | 10,160 | 9,575.24 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3,717 | 1.25 | 733 | 23.82 | ||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 1,071 | 211 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 37,834 | 0.52 | 7,389 | 21.71 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 10,890 | 16.87 | 2,148 | 42.94 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 16,056 | 268.09 | 3,167 | 350.36 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 108,759 | 4.49 | 21,449 | 27.78 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 5,470 | 209.04 | 1,079 | 278.25 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 3,137 | 5.52 | 619 | 29.02 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 2,088 | 5.14 | 412 | 28.44 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 3,700 | 35.83 | 1 | |||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 28,643 | 5,649 | ||||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 1,100 | 217 | ||||||
| 2025-08-14 | 13F | Seven Mile Advisory | 1,926 | 0.05 | 380 | 22.26 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 2,778 | 3.39 | 548 | 26.33 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 1,209 | 238 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 20,283 | 1.10 | 4,000 | 23.65 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2,146 | 430 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 1,269 | 250 | ||||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 2,111 | 0.14 | 416 | 22.71 | ||||
| 2025-07-16 | 13F | American National Bank | 3,092 | 8.83 | 610 | 32.97 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 600 | 118 | ||||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 23 | 5 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1,769 | 23.28 | 349 | 50.65 | ||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 34,168 | 12.72 | 6,739 | 37.85 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 4,419 | 0.52 | 872 | 23.02 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 16,520 | 16.46 | 3,258 | 42.41 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 292,925 | 26.59 | 57,771 | 54.80 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 50,065 | 5.31 | 10,038 | 30.93 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 19,362 | 4 | ||||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 20,307 | 0.95 | 4,004 | 23.43 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 2,915 | 2.21 | 575 | 25.05 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 1,020 | 205 | ||||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 132 | 2.33 | 26 | 30.00 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 1,691 | 0.12 | 334 | 22.43 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 2,756 | 0.07 | 544 | 22.30 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 51 | 10 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 136 | 22.52 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 30,806 | 16.41 | 6,076 | 42.37 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 1,919 | 8.73 | 378 | 33.10 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6,260 | 3.68 | 1,235 | 26.82 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4,090 | 29.35 | 807 | 58.04 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 1,316 | 0.15 | 259 | 22.75 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 3,256 | 0.03 | 642 | 22.52 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 63,856 | 7.47 | 12,594 | 31.44 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 7,188 | 0.07 | 1,418 | 22.37 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 2,092,518 | 3.20 | 412,687 | 26.20 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 18,073 | 16.76 | 3,564 | 42.79 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 753 | 149 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 1,112 | 219 | ||||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 2,165 | 16.59 | 427 | 42.47 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 6,365 | 26.54 | 1,255 | 54.75 | ||||
| 2025-08-06 | 13F | Mcrae Capital Management Inc | 4,484 | 884 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 17,084 | 2.95 | 3,369 | 25.90 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 3,354 | 0.03 | 661 | 22.41 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 16 | 3 | ||||||
| 2025-07-02 | 13F | Marotta Asset Management | 39,403 | 126.08 | 7,771 | 155.54 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 3,366 | 664 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 6,392 | 36.79 | 1 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1,051 | 0.19 | 207 | 22.49 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 120,949 | 26.09 | 24 | 53.33 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 8,804 | 0.81 | 1,736 | 23.30 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 13,825 | 28.93 | 2,727 | 57.66 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2,040 | 429 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 526 | 7.35 | 104 | 30.38 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 45,990 | 0.52 | 9,070 | 22.93 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 15,783 | 2.43 | 3,113 | 24.23 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2,012 | 0.05 | 397 | 22.22 | ||||
| 2025-08-08 | 13F | Creative Planning | 33,705 | 9.20 | 6,647 | 33.55 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 1,999 | 0.55 | 394 | 23.13 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 1,152 | 227 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 5,501 | 0.09 | 1,085 | 22.35 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 319 | 20.83 | 63 | 47.62 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 23 | 5 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 552,163 | 36.74 | 108,898 | 67.22 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 71,864 | 14,173 | ||||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 16,585 | 2.47 | 3,271 | 25.29 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 31,324 | 433.27 | 6,178 | 468.78 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 2,375 | 34.18 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 26,145 | 52.95 | 5,156 | 87.08 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,492 | 0.07 | 292 | 21.25 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 5,648 | 0.18 | 1,127 | 33.06 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 37,143 | 15.08 | 7,325 | 40.73 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 2,876 | 3.16 | 578 | 27.59 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 8,280 | 381.40 | 1,633 | 489.17 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 30,553 | 13.50 | 6,026 | 38.79 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,838 | 9.08 | 363 | 16.40 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 19,160 | 16.23 | 3,779 | 42.14 | ||||
| 2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 1,151 | 227 |
