Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam PIMCO Dynamic Income Fund termasuk Wiley Bros.-aintree Capital, Llc, Mach-1 Financial Group, Inc., Accredited Investors Inc., Tradewinds, LLC., Evanson Asset Management, LLC, Balyasny Asset Management Llc, Oxinas Partners Wealth Management LLC, Lantern Wealth Advisors, LLC, Global Assets Advisory, LLC, Concord Asset Management, LLC/VA, Daymark Wealth Partners, Llc, Cantor Fitzgerald, L. P., Olistico Wealth, LLC, Dunhill Financial, LLC, Pin Oak Investment Advisors Inc, dan Mark Sheptoff Financial Planning, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Concord Wealth Partners | 10,252 | 3.66 | 194 | -0.51 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 399,155 | 10.01 | 7,572 | 5.39 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 18,926 | 33.51 | 359 | 28.21 | ||||
| 2025-09-05 | 13F | Ghe, Llc | 17,200 | 2.69 | 326 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 12,205 | 0.41 | 232 | -3.75 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 186,143 | 31.92 | 3,531 | 26.42 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 20,733 | 55.26 | 393 | 48.86 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 17,451 | 91,747.37 | 331 | 32.93 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,719,220 | 19.73 | 32,614 | 14.71 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 7,258 | 1,095.72 | 138 | 1,145.45 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,293,192 | 9.31 | 24,532 | 4.73 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 54,213 | 2.30 | 1,028 | -2.00 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 170,657 | 3.70 | 3,237 | -0.64 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 77,369 | 6.94 | 1,468 | 2.44 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 86,576 | 2.16 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 20,719 | 393 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 11,650 | 221 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 30,783 | 3.21 | 584 | -1.19 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 35,732 | 21.84 | 678 | 16.72 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,236,188 | 3.75 | 23,450 | -0.60 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 62 | 6.90 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,281,912 | 4.17 | 24,319 | -0.19 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 38,430 | 729 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 12,326 | 234 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 24,041 | 45.56 | 456 | 39.45 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 16,633 | 54.32 | 316 | 47.89 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 165,193 | 0.33 | 3,134 | -3.90 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 1,479,459 | 3.58 | 28,065 | -0.76 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 83,652 | 293.64 | 1,587 | 277.62 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 193,036 | 0.58 | 3,702 | -2.61 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 19,683 | 9.35 | 373 | 4.78 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 13,277 | 8.15 | 252 | 3.29 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 38,277 | 2.01 | 726 | -2.16 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 155,746 | 17.91 | 2,955 | 12.96 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 33,474 | 29.86 | 635 | 24.51 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 19,468 | 369 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,068,594 | 5.70 | 58,211 | 1.27 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 352,405 | 516.16 | 6,685 | 490.55 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 20,176 | 4.06 | 383 | -0.26 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 119,069 | 688.75 | 2,259 | 657.72 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 48,301 | 10.00 | 916 | 5.41 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 10,252 | 194 | ||||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 143,601 | 0.27 | 2,724 | -3.92 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 104,423 | 16.18 | 2,068 | 25.42 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 3,615 | 49.44 | 69 | 44.68 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 181,346 | 7.33 | 3,440 | 2.84 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 22,632 | 73.66 | 429 | 66.28 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 85,586 | 11.77 | 1,642 | 7.11 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 23,808 | 2.19 | 452 | -2.17 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 66,027 | 2.91 | 1,253 | -1.42 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 11,427 | 5.10 | 217 | 0.47 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 97,195 | 2.73 | 1,844 | -1.60 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 28,700 | 16.87 | 544 | 11.93 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 633,263 | 10.84 | 12,013 | 6.19 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 12,767 | 242 | ||||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 534,435 | 18.39 | 10,138 | 13.43 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 37,618 | 714 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 39,610 | 751 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 20,469 | 20.57 | 388 | 15.48 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 10,152 | 193 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 198,734 | 3.56 | 3,770 | -0.79 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1,175,418 | 6.90 | 22,376 | 3.41 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 16,171 | 3.50 | 307 | -0.97 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 54,255 | 0.63 | 1,029 | -3.56 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 44,457 | 0.24 | 1 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 66,517 | 724.15 | 1,262 | 693.08 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 222,907 | 4.47 | 4,229 | 0.09 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 166,195 | 36.16 | 3,153 | 39.35 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 12,658 | 240 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 138,073 | 76.14 | 3 | 100.00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 435,437 | 7.29 | 8,356 | 3.98 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 343,707 | 4.77 | 7 | 0.00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 259 | 3.60 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 11,358 | 1.33 | 0 | |||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 16,325 | 5.62 | 310 | 0.98 | ||||
| 2025-08-12 | 13F | Quantum Private Wealth, LLC | 16,171 | 0.10 | 307 | -4.08 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 77,564 | 121.21 | 1,471 | 111.96 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 15,839 | 300 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 321,905 | 19.30 | 6,107 | 14.30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 62,799 | 27.32 | 1,191 | 22.03 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 17,301 | 12.75 | 328 | 8.25 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 240,239 | 24.61 | 4,557 | 19.39 | ||||
| 2025-08-14 | 13F | Cantor Fitzgerald, L. P. | 6,483 | 123 | ||||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 16,838 | 15.70 | 319 | 10.76 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 147,987 | 9.08 | 2,807 | 4.50 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 34,477 | 6.58 | 654 | 2.19 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 346,914 | 20.42 | 6,581 | 15.36 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 2,067 | 1.72 | 0 | |||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 557,073 | 10.84 | 10,568 | 6.19 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 119,647 | 227.56 | 2,270 | 213.83 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 17,859 | 6.18 | 342 | 7.89 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 48,417 | 4.49 | 918 | 0.11 | ||||
| 2025-08-14 | 13F | Comerica Bank | 97,704 | 0.15 | 1,853 | -4.04 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 18,361 | 33.55 | 348 | 27.94 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 41,382 | 44.21 | 784 | 38.03 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 11,523 | 219 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,135 | 3.75 | 22 | 0.00 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 11,515 | 218 | ||||||
| 2025-08-14 | 13F | NCP Inc. | 84,214 | 9.70 | 1,598 | 5.07 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 134,833 | 23.48 | 2,558 | 18.27 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 148,007 | 0.68 | 2,808 | -3.54 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 37,658 | 3.39 | 727 | 0.69 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 95,116 | 834.16 | 2 | |||||
| 2025-07-16 | 13F | Novem Group | 25,540 | 0.09 | 484 | -4.16 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 35,406 | 18.22 | 672 | 13.15 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 10,053 | 191 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8,471 | 0.02 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 648 | 12 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22,604 | 429 | ||||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 680,209 | 0.63 | 12,904 | 1.76 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 11,688 | 222 | ||||||
| 2025-08-13 | 13F | Allium Financial Advisors, Llc | 111,311 | 375.26 | 2,112 | 355.94 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 10,277 | 196 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12,832 | 0.30 | 243 | -3.95 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 80,639 | 30.98 | 1,530 | 25.43 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 31,769 | 603 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 43,072 | 35.11 | 817 | 29.48 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 982,091 | 16.16 | 19 | 12.50 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 304 | 0 | ||||||
| 2025-08-06 | 13F | Bensler, LLC | 232,340 | 13.28 | 4,407 | 8.52 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 342,615 | 2.51 | 6,499 | -1.78 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 10,531 | 0.23 | 200 | -4.33 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 3,376 | 3.15 | 64 | -3.03 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 23,159 | 439 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 22,930 | 0.77 | 435 | -3.56 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 144,454 | 6.34 | 2,740 | 1.90 | ||||
| 2025-07-29 | 13F | R.P. Boggs & Co. | 149,698 | 427.68 | 2,840 | 255.32 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 13,073 | 1.98 | 0 | |||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 84,325 | 10.40 | 1,600 | 5.75 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 24,795 | 6.39 | 470 | 1.95 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 10,946 | 7.88 | 208 | 3.50 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,063 | 20 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 81,806 | 46.44 | 1,566 | 56.81 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 136,010 | 10.70 | 2,609 | 6.10 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 172,573 | 81.68 | 3,274 | 74.10 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 27,092 | 0.61 | 536 | 10.97 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 19,632 | 7.09 | 372 | 2.76 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 28,976 | 550 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 27,648 | 45.38 | 524 | 39.36 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 70,375 | 16.37 | 1,335 | 11.53 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 300 | 6 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 52,134 | 11.32 | 989 | 6.58 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 123,848 | 0.79 | 2,349 | -3.41 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 71,606 | 2.20 | 1,374 | -2.07 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15,046 | 33.08 | 285 | 27.80 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4,178,529 | 19.31 | 79,267 | 14.30 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 23,596 | 4.43 | 448 | 0.00 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 117,453 | 10.06 | 2,228 | 5.44 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 225,065 | 5.48 | 4,269 | 1.07 | ||||
| 2025-07-22 | 13F/A | Kingstone Capital Partners Texas, LLC | 12,750 | 13.71 | 242 | 9.01 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 13,471 | 0.48 | 259 | -3.73 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 44,983 | 136.89 | 853 | 127.47 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 17,600 | 1.73 | 334 | -2.63 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 510 | 10 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 95,326 | 133.85 | 1,808 | 124.04 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 461 | 7.21 | 9 | 0.00 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 70,358 | 7.90 | 1,335 | 3.33 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 26,396 | 60.68 | 501 | 53.85 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 11,846 | 225 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 14,944 | 7.46 | 283 | 2.91 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 183,471 | 6.89 | 3,480 | 2.41 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 213,368 | 4.81 | 4,225 | 13.15 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 1,286,712 | 4.42 | 24 | 0.00 | ||||
| 2025-07-30 | NP | HYIN - WisdomTree Alternative Income Fund N/A | 90,538 | 4.28 | 1,691 | -2.37 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 36,700 | 224.12 | 696 | 210.71 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 45,882 | 5.27 | 870 | 0.93 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12,350 | 3.67 | 237 | 0.85 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 1,382,522 | 5.20 | 26,226 | 0.79 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 38,042 | 9.78 | 722 | 5.10 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 54,605 | 1.94 | 1,036 | -2.36 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 176,579 | 16.74 | 3,350 | 11.86 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 3,450 | 65 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 430,842 | 15.79 | 8,173 | 10.94 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 51,811 | 3.02 | 983 | -1.31 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,738 | 33 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 396,163 | 8.02 | 7,515 | 3.50 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 22,231 | 18.72 | 422 | 13.78 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 55,564 | 25.80 | 1,054 | 20.59 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 5,897 | 3.04 | 112 | -1.77 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10,764 | 204 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 36,537 | 12.80 | 693 | 8.11 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 12,891 | 3.09 | 245 | -1.21 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 32,935 | 7.78 | 628 | 11.55 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 11,840 | 2.15 | 225 | -2.18 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 27,994 | 0.13 | 531 | -3.98 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 18,556 | 8.72 | 352 | 12.46 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 300 | 6 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 76,551 | 6.58 | 1 | 0.00 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 99,901 | 1.78 | 1,895 | -2.47 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 17,195 | 0.77 | 326 | -3.26 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 24,467 | 3.03 | 464 | -1.28 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 46,345 | 1.36 | 886 | -2.21 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 32,470 | 3.71 | 616 | -0.65 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 318,942 | 10.60 | 6,050 | 5.97 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 66,617 | 4.93 | 1,264 | 0.48 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 791,728 | 12.00 | 15,019 | 7.30 |
