Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund termasuk BHILX - BHILL Fund Managed Account Completion Shares, FSM Wealth Advisors, LLC, Blueprint Financial Advisors LLC, Anchor Pointe Wealth Management, LLC, Mpwm Advisory Solutions, Llc, CWC Advisors, LLC., Rockwood Wealth Management, LLC, Atlantic Union Bankshares Corp, BigSur Wealth Management LLC, Financial Futures Ltd Liability Co., Tcfg Wealth Management, Llc, Stark Wealth Management LLC, Divergent Planning, LLC, Modera Wealth Management, LLC, Private Client Services, Llc, West Wealth Group, LLC, Gimbal Financial, Financial Designs Corp, Root Financial Partners, LLC, dan Nordwand Advisors, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Northern Trust Corp | 2,336 | 235 | ||||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 30,169 | 18.77 | 3,033 | 18.67 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 522,424 | 4.25 | 52,522 | 4.16 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 7,746,618 | 4.90 | 778,806 | 4.81 | ||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 919,962 | 31.76 | 92,488 | 31.65 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10,678 | 6.16 | 1,073 | 6.03 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 3,393 | 3.63 | 341 | 3.65 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 3,005 | 60,000.00 | 302 | |||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 49,843 | 58.98 | 5,011 | 58.85 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 235,706 | 209.18 | 23,697 | 208.94 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 99 | 10 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 6,120 | 198.25 | 615 | 198.54 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 83,926 | 153.93 | 8,438 | 153.74 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 16,401 | 95.62 | 1,649 | 95.49 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4,261 | 49.19 | 428 | 49.13 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 99,397 | 88.18 | 9,993 | 88.03 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 86,433 | 13.29 | 8,689 | 13.20 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 392 | 1.03 | 39 | 0.00 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 23,737 | 2,390 | ||||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 4,604 | 463 | ||||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 4,807 | 483 | ||||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 4,756 | 478 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 147 | 1.38 | 15 | 0.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,408,957 | 13.31 | 242,184 | 13.22 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 2,018 | 203 | ||||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 4,493 | 124.87 | 452 | 124.38 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 948,751 | 24.23 | 95,383 | 24.13 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10,896 | 7.22 | 1,095 | 7.14 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 31,992 | 2.38 | 3,216 | 2.29 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 313,940 | 5.64 | 31,562 | 5.55 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 12,327 | 31.36 | 1,239 | 31.25 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 483 | -11.56 | ||||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 173,554 | 22.12 | 17,448 | 22.02 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 73,073 | 7,346 | ||||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 73,152 | 7.80 | 7,327 | 7.72 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4,874 | 21.94 | 490 | 21.89 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 11,289 | 1,135 | ||||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 11,731 | 21.30 | 1,179 | 21.80 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 25,453 | 107.47 | 2,559 | 107.29 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 528,237 | 11.06 | 53,106 | 10.97 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 10,513 | 41.63 | 1,057 | 41.55 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 4,650 | 0.02 | 468 | 0.21 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 33,950 | 3,403 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 15,140 | 1,522 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 14,120 | 1,420 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 271,320 | 2.18 | 27,277 | 2.10 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 2,937 | 295 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 40,410 | 455.69 | 4,063 | 455.68 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 5,440 | 547 | ||||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 2,816 | 0.18 | 283 | 0.35 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 109,571 | 3.20 | 11,016 | 3.11 | ||||
| 2025-08-06 | 13F | Simmons Bank | 19,459 | 47.29 | 1,956 | 47.18 | ||||
| 2025-07-25 | 13F | Advocate Group Llc | 51,986 | 0.49 | 5,226 | 0.40 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 97,361 | 20.47 | 9,788 | 20.38 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 95,530 | 27.49 | 9,612 | 27.85 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 44,052 | 18.48 | 4,429 | 18.36 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 101,248 | 35.12 | 9,612 | 27.85 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 19,001 | 2.98 | 1,910 | 2.91 | ||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 32,436 | 3,261 | ||||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 26,151 | 8.97 | 2,629 | 8.91 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 2,479 | 16.44 | 249 | 16.36 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 18,650 | 20.57 | 1,875 | 20.44 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,420,490 | 18.68 | 142,809 | 18.58 | ||||
| 2025-08-29 | NP | BHILX - BHILL Fund Managed Account Completion Shares | 55,513 | 5,581 | ||||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 592 | 60 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 2,838 | 285 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 12,842 | 0.94 | 1,291 | 0.86 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 9,497 | 0.19 | 955 | 0.10 | ||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 59,703 | 0.22 | 6,002 | 0.13 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1,809 | 2.20 | 182 | 1.69 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 6,716 | 86.14 | 675 | 85.95 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 187,065 | 118.05 | 18,807 | 117.86 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 60,119 | 23.32 | 6,044 | 23.22 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 21,563 | 126.36 | 2,168 | 126.20 | ||||
| 2025-07-17 | 13F | Financial Designs Corp | 2,893 | 291 | ||||||
| 2025-05-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 18,100 | 1,821 | ||||||
| 2025-07-22 | 13F | MAS Advisors LLC | 2,586 | 4.40 | 260 | 4.02 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 13,065 | 0.04 | 1,314 | -0.08 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4,111,810 | 15.92 | 413,381 | 15.83 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 25,424 | 37.16 | 2,556 | 37.05 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 58,908 | 2.09 | 5,922 | 2.02 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 16,759 | 192.33 | 1,685 | 192.36 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 13,930 | 1,400 | ||||||
| 2025-07-31 | 13F | Moment Partners, LLC | 204,750 | 0.46 | 20,585 | 0.37 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 64,692 | 0.06 | 6,504 | -0.03 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,096,969 | 0.47 | 110,284 | 0.39 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 72,773 | 63.37 | 7,316 | 63.23 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 109,601 | 11.18 | 11,019 | 11.09 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 39,964 | 1.24 | 4,018 | 1.13 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 64,072 | 10.53 | 6,442 | 10.44 | ||||
| 2025-07-17 | 13F | Uncommon Cents Investing LLC | 50,710 | 1.41 | 5,098 | 1.33 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 5,483 | 17.81 | 551 | 17.74 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 663,740 | 80.23 | 66,729 | 80.09 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 140,439 | 12.53 | 14,119 | 12.44 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 10,828 | 1.39 | 1,089 | 1.30 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 955 | 96 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 81,584 | 4.71 | 8,202 | 4.63 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 2,144 | 1.18 | 216 | 0.94 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 1,040 | 105 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 150,881 | 273.08 | 15,169 | 272.77 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 21,401 | 5.36 | 2,152 | 5.29 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 7,624 | 1.21 | 766 | 1.06 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 61,378 | 109.16 | 6,142 | 108.66 | ||||
| 2025-07-09 | 13F | Stokes Capital Advisors, LLC | 187,433 | 31.45 | 18,844 | 31.35 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 255 | 14.35 | 26 | 13.64 | ||||
| 2025-05-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 2,800 | 282 | ||||||
| 2025-09-03 | 13F | American Trust | 2,932 | 295 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 2,598 | 3.88 | 261 | 3.98 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 2,641 | 55.44 | 266 | 55.88 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2,632 | 265 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 2,866 | 1.20 | 288 | 1.41 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 33,552 | 7.03 | 3,373 | 6.94 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,023 | 103 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 56,222 | 39.31 | 6 | 25.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 25,892 | 11.67 | 2,603 | 12.01 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 14,297 | 41.55 | 1,437 | 41.30 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 92,655 | 9,315 | ||||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 7,744 | 779 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 92,583 | 2.64 | 9 | 0.00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3,464 | 16.99 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 20,686 | 11.16 | 2,080 | 11.06 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 3,961 | 7.96 | 398 | 7.86 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 13,684 | 20.69 | 1,376 | 20.61 | ||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 45,375 | 3.98 | 4,562 | 3.80 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 5,425 | 545 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 173,426 | 271.61 | 17,435 | 271.35 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 4,267 | 2.65 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 342 | 1,911.76 | 34 | 3,300.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 500 | 50 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 3,597 | 21.89 | 362 | 21.96 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 3,355 | 1.57 | 338 | 1.51 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 33,276 | 2.62 | 3,345 | 2.54 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 33,600 | 3,378 | ||||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 2,123 | 213 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 84 | 8 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 29,983 | 6.39 | 3,014 | 6.31 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 2,479 | 1.52 | 249 | 1.63 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 1,623 | 8.71 | 163 | 8.67 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 1,993 | 200 | ||||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 49,637 | 10.59 | 4,990 | 10.50 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 3,000 | 50.00 | 302 | 49.75 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 24,302 | 2.15 | 2,443 | 2.09 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 8,210 | 825 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 2,354 | 12.10 | 237 | 11.85 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 3,179 | 320 | ||||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 60,128 | 17.68 | 6,045 | 17.59 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 290,716 | 2.50 | 29,227 | 2.42 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 4,401 | 5.14 | 442 | 4.99 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 45,914 | 3.69 | 4,616 | 3.59 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 65,905 | 18.57 | 6,626 | 18.47 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 217 | 22 | ||||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 17,000 | 18 | ||||||
| 2025-08-05 | 13F | AG Asset Advisory, LLC | 21,693 | 29.20 | 2,181 | 29.13 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 5,796 | 32.27 | 583 | 32.27 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 41,581 | 18.66 | 4,180 | 18.58 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 2,161 | 0.51 | 217 | 0.46 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 2,315 | 233 | ||||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 413,332 | 41,554 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 20,506 | 48.40 | 2,062 | 48.27 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 39,227 | 4.66 | 3,944 | 4.56 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1,306 | 8.20 | 131 | 8.26 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 5,283 | 0.84 | 531 | 0.76 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 71,834 | 60.82 | 7,222 | 60.68 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12,366 | 8.74 | 1,243 | 9.14 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,346 | 15.44 | 135 | 15.38 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 21,956 | 3.94 | 2,207 | 3.86 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 13,319 | 34.30 | 1,336 | 34.00 | ||||
| 2025-05-29 | NP | TFAQX - TFA Quantitative Fund Class I | 11,900 | 1,197 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 2,956 | 297 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 8,687,424 | 8.81 | 873,390 | 8.72 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 29,992 | 162.10 | 3,015 | 161.95 | ||||
| 2025-08-07 | 13F | PFG Advisors | 2,058 | 207 | ||||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 27,172 | 4.50 | 2,732 | 4.40 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 4,439 | 9.88 | 446 | 9.85 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 6,678 | 28.70 | 671 | 28.54 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 95,379 | 7.50 | 9,589 | 7.40 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 166,714 | 1.32 | 16,761 | 1.24 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 24,560 | 0.18 | 2,464 | 0.33 | ||||
| 2025-07-16 | 13F | Novem Group | 28,446 | 2.83 | 2,860 | 2.73 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 4,752 | 16.58 | 478 | 16.91 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1,667 | 0 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 442 | 15.40 | 44 | 15.79 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 29,724 | 81.75 | 2,988 | 81.64 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 650,864 | 0.33 | 65,435 | 0.25 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 12,037 | 26.13 | 1,210 | 26.04 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 12,242 | 16.08 | 1,231 | 15.93 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 3,954 | 1.70 | 398 | 1.53 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 9,850 | 23.91 | 990 | 23.90 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 7,511 | 64.75 | 755 | 64.85 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 38,981 | 5.82 | 3,919 | 5.72 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 13,354 | 54.54 | 1,343 | 54.43 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 28,047 | 13.10 | 2,820 | 12.99 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 44,722 | 17.33 | 4,496 | 17.24 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 6,300 | 40.94 | 633 | 40.98 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 13,105 | 1,318 | ||||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 7,335 | 7.32 | 737 | 7.28 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 38,194 | 28.06 | 3,840 | 27.92 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 2,181 | 1.16 | 219 | 1.39 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 2,024 | 203 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 2,189 | 220 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,064 | 9.08 | 308 | 9.22 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 155,416 | 5.86 | 15,625 | 5.77 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 122,701 | 32.45 | 12,336 | 32.34 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 11,233 | 1,129 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 73,775 | 3.60 | 7,417 | 3.52 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 100 | 7.53 | 10 | 11.11 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 657 | 156.64 | 66 | 164.00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,105 | 37.27 | 0 | |||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 3,732 | 375 | ||||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 3,024 | 1.20 | 304 | 1.33 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 105,816 | 27.89 | 10,638 | 27.78 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 28,250 | 0.45 | 2,841 | 0.42 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 25,975 | 9.64 | 2,611 | 9.57 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 26,648 | 13.44 | 2,679 | 13.37 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 2,139 | 0 | ||||||
| 2025-07-09 | 13F | PFW Advisors LLC | 61,479 | 6.58 | 6,181 | 6.48 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 5,228 | 526 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 198,805 | 66.10 | 19,987 | 65.97 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 762,785 | 169.92 | 76,687 | 170.01 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 2,583 | 0.04 | 260 | 0.00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 245,028 | 22.40 | 24,631 | 22.27 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 7,771 | 102.79 | 781 | 102.86 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 20,072 | 42.81 | 2,018 | 42.64 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 70,265 | 1,164.44 | 7,064 | 1,163.69 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 88,088 | 4.45 | 8,856 | 4.36 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 95,066 | 12.26 | 9,557 | 12.16 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,837,339 | 7.17 | 385,787 | 7.08 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 6,600 | 664 | ||||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 2,579 | 259 | ||||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 10,198 | 1,025 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 7,249 | 729 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 59,839 | 233.49 | 6,016 | 234.17 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2,613 | 29.04 | 263 | 29.06 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 107,104 | 20.00 | 10,768 | 19.90 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 29,514 | 2,967 | ||||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 2,590 | 1.33 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 45,588 | 2.53 | 4,583 | 2.46 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 5,010 | 0.97 | 504 | 0.80 | ||||
| 2025-08-05 | 13F | K.J. Harrison & Partners Inc | 11,835 | 1,190 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 48,168 | 10.09 | 4,843 | 10.00 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 102,612 | 172.17 | 10,316 | 171.97 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 33,434 | 86.05 | 3,361 | 85.90 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 5,794 | 0.24 | 582 | 0.17 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 456,395 | 17.91 | 45,884 | 17.81 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 2,388 | 1.02 | 240 | 1.27 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10,873 | 9.67 | 1,093 | 9.63 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 12,889 | 84.39 | 1,296 | 84.21 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 16,496 | 76.88 | 1,658 | 76.76 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 550 | 55 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2,038 | 205 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 9,074 | 198.29 | 912 | 198.04 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6,796 | 1.48 | 683 | 1.49 | ||||
| 2025-08-08 | 13F | Hedeker Wealth, LLC | 35,596 | 15.94 | 3,579 | 15.83 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 53,120 | 23.87 | 5,340 | 23.78 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 10,806 | 4.85 | 1,086 | 4.83 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 20,033 | 3.58 | 2,014 | 3.49 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 51,013 | 75.78 | 5,129 | 75.62 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 23,869 | 0.04 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 5,382 | 0.04 | 541 | 0.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 28,287,262 | 2.25 | 2,843,860 | 2.16 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 291,994 | 67.19 | 29,356 | 67.05 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 40,348 | 142.49 | 4,056 | 142.29 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9,267 | 14.20 | 1 | |||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 37,633 | 2.20 | 3,783 | 2.11 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 39,888 | 2.60 | 4,010 | 2.90 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 2,920 | 294 | ||||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 446,740 | 3.43 | 44,913 | 3.35 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 4,135 | 416 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 481,741 | 1.52 | 48,432 | 1.43 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 10,968 | 83.60 | 1,103 | 83.36 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 240,174 | 93.61 | 24,146 | 93.45 | ||||
| 2025-07-31 | 13F | Heirloom Wealth Management | 68,927 | 1.58 | 6,930 | 1.49 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 177,590 | 1.44 | 17,854 | 1.36 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 173,972 | 0.54 | 17,490 | 0.45 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 15,239 | 72.70 | 1,533 | 72.83 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 11,782 | 1 | ||||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 10,144 | 15.17 | 1,018 | 15.18 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 370,380 | 1.93 | 37,236 | 1.85 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 677,265 | 87.25 | 68,089 | 87.09 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 355,463 | 15.96 | 35,736 | 15.86 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 725,224 | 3.58 | 72,910 | 3.49 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 73,585 | 23.08 | 7 | 16.67 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 83,177 | 2.34 | 8,362 | 2.25 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 12,631 | 3.75 | 1,270 | 3.67 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 53,243 | 5,353 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 4,866 | 3.18 | 490 | 3.38 | ||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 24,700 | 5.51 | 2,483 | 5.44 | ||||
| 2025-08-14 | 13F | Betterment LLC | 2,397 | 5.87 | 0 | |||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 5,250 | 6.06 | 527 | 6.25 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 848 | 85 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 141,590 | 32.85 | 14,235 | 32.74 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7,331 | 42.71 | 737 | 42.83 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 2,449 | 0.70 | 246 | 0.82 | ||||
| 2025-08-14 | 13F | Concorde Financial Corp | 7,333 | 1.73 | 737 | 1.66 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 4,745 | 0.21 | 477 | 0.42 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 51,468 | 407.52 | 5,174 | 407.25 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 59,788 | 6,011 | ||||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 44,240 | 1.55 | 4,453 | 1.64 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 2,314 | 233 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 165,922 | 131.60 | 16,681 | 131.41 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 21,996 | 15.75 | 2,211 | 15.64 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 17,677 | 1,709.31 | 1,777 | 1,713.27 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 2,845 | 21.37 | 286 | 21.70 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 139,234 | 176.38 | 13,998 | 176.18 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 16,859 | 1.04 | 1,695 | 0.95 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 9,463 | 50.85 | 1 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 81,514 | 25.67 | 8 | 33.33 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 11,227 | 16.40 | 1,129 | 16.39 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3,952 | 6.04 | 397 | 5.87 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 2,829 | 2.76 | 284 | 2.90 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 18,442 | 4.75 | 1,854 | 4.69 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 33,692 | 34.41 | 3,387 | 34.30 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 6,441 | 0.51 | 648 | 0.47 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 859,114 | 97.91 | 86,415 | 97.80 | ||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 6,885 | 2.70 | 692 | 2.67 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 28,090 | 13.39 | 2,824 | 13.28 | ||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 30,264 | 22.84 | 3,043 | 22.76 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 80,838 | 16.66 | 8,127 | 16.57 | ||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 69,830 | 5.30 | 7,020 | 5.22 | ||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 41,627 | 350.75 | 4,185 | 350.48 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 340,770 | 1.00 | 34,259 | 0.92 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 91,600 | 1.49 | 9,175 | 1.38 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 2,128 | 214 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 2,293 | 12.96 | 231 | 12.75 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 4 | 0 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 363 | 1.11 | 36 | 0.00 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 7,761 | 0.14 | 780 | 0.13 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 4,562 | 15.70 | 459 | 15.66 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 36,201 | 4.88 | 3,639 | 4.78 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 3,557 | 0.94 | 358 | 0.85 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 37,263 | 246.44 | 4 | 200.00 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 4,089 | 0.52 | 411 | 0.74 | ||||
| 2025-07-25 | 13F | Summa Corp. | 6,700 | 27.38 | 674 | 27.22 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 850,582 | 17.61 | 85,513 | 17.51 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 2,661 | 3.58 | 268 | 3.49 | ||||
| 2025-08-15 | 13F | Security National Bank Of So Dak | 2,840 | 286 | ||||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 2,055 | 207 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 11,032 | 17.47 | 1,110 | 17.83 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 17,592 | 48.54 | 1,769 | 48.45 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 49,032 | 2.79 | 5 | 0.00 |
