Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Global X Funds - Global X NASDAQ 100 Covered Call ETF termasuk CI Private Wealth, LLC, Ballast, Inc., Blue Rock Wealth Management LLC, Tactive Advisors, LLC, Sax Wealth Advisors, Llc, Alteri Wealth LLC, Maripau Wealth Management Llc, Axis Wealth Partners, LLC, PFG Advisors, Gladstone Institutional Advisory LLC, Hicks Capital Management Llc, Sunpointe, LLC, Evolution Wealth Management Inc., Ssa Swiss Advisors Ag, Chung Wu Investment Group, LLC, Rossby Financial, LCC, Mark Sheptoff Financial Planning, Llc, MorganRosel Wealth Management, LLC, Pflug Koory, LLC, dan Mid-American Wealth Advisory Group, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | PFG Investments, LLC | 255,042 | 4.24 | 4,264 | 4.82 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 17,964 | 2.92 | 300 | 3.45 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 3,400 | 57 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 405,374 | 3.29 | 6,778 | 3.85 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 18,812 | 315 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 286,677 | 5.59 | 4,793 | 6.16 | ||||
| 2025-07-18 | 13F | Vicus Capital | 89,874 | 13.28 | 1,503 | 13.87 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 109,099 | 23.02 | 1,824 | 23.74 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 32,488 | 543 | ||||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 264,838 | 35.53 | 4,428 | 36.29 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 160,180 | 12.34 | 2,677 | 12.96 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 202,293 | 8.30 | 3,382 | 8.89 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 41,119 | 688 | ||||||
| 2025-07-28 | 13F | Tlwm | 37,175 | 7.94 | 622 | 8.57 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 113,163 | 33.13 | 1,892 | 33.90 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 12,147,764 | 8.51 | 203,111 | 9.09 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 34,286 | 6.11 | 573 | 6.70 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 28,023 | 10.47 | 469 | 11.16 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 705,290 | 9.94 | 12 | 10.00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 40,889 | 10.47 | 684 | 10.70 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 29,647 | 57.93 | 496 | 58.65 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10,076 | 0.36 | 168 | 1.20 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 306,617 | 362.28 | 5,127 | 364.73 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 25,510 | 28.51 | 427 | 29.09 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,178,074 | 5.79 | 19,697 | 6.36 | ||||
| 2025-07-11 | 13F | Global X Japan Co., Ltd. | 11,522,838 | 24.56 | 192,662 | 25.24 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 91,538 | 703.46 | 1,531 | 709.52 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 34,003 | 4.14 | 569 | 4.80 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 312,268 | 157.21 | 5,221 | 158.72 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 17,122 | 2.09 | 286 | 2.88 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 108,717 | 6.61 | 1,818 | 7.20 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,486,807 | 7.89 | 24,859 | 8.47 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 2,000 | 33 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 1,755,440 | 453.80 | 29,351 | 456.82 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 466,659 | 16.91 | 7,803 | 17.54 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | 0 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 57,320 | 118.61 | 958 | 119.72 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 51,735 | 87.09 | 865 | 88.45 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 14,939 | 15.58 | 250 | 16.36 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 38,512 | 67.33 | 644 | 68.32 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 413 | 7 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 102,000 | 47.61 | 1,705 | 48.39 | |||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 101 | 36.49 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 11,108 | 2.75 | 186 | 3.35 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 52,701 | 35.28 | 881 | 36.17 | ||||
| 2025-08-07 | 13F | PFG Advisors | 11,971 | 200 | ||||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 32,237 | 1.85 | 539 | 2.47 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 78,170 | 49.70 | 1,307 | 50.58 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 13,628 | 13.30 | 228 | 13.50 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 3,574 | 1.97 | 60 | 1.72 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 581,798 | 20.31 | 9,728 | 20.97 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 12,278 | 83 | ||||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 75,957 | 53.76 | 1,270 | 54.69 | ||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 86,348 | 1,436 | ||||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 10,500 | 176 | ||||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 398 | 3.11 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 23,160 | 1.81 | 387 | 2.38 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 114,190 | 4.89 | 1,909 | 5.47 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 21,142 | 2.96 | 353 | 3.52 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | Put | 40,800 | 36.45 | 682 | 37.22 | |||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 327,324 | 0.01 | 5,473 | 0.55 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3,707 | 20.47 | 62 | 19.61 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 23,567 | 14.05 | 394 | 14.87 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 61,528 | 14.26 | 1,029 | 14.86 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Yield ETF | 459,407 | 24.50 | 7,520 | 14.11 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 30,677 | 2.55 | 513 | 3.02 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9,231 | 20.10 | 154 | 21.26 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 211,168 | 81.89 | 3,531 | 82.90 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 167,920 | 7.06 | 2,808 | 7.63 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 42,820 | 6.58 | 1 | |||||
| 2025-07-01 | 13F | Private Client Services, Llc | 12,923 | 4.94 | 216 | 5.88 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 161,660 | 5.25 | 3 | 0.00 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 64,502 | 473.56 | 1,078 | 476.47 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 100 | 2 | ||||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,156,639 | 22.14 | 19,324 | 22.75 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 12,038 | 201 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 8 | 0.00 | ||||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 134,343 | 12.97 | 2 | 100.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 6,142 | 48.64 | 103 | 50.00 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 172,910 | 15.02 | 3 | 0.00 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 18,411 | 20.33 | 308 | 20.87 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | Call | 9,561,300 | 9.99 | 1,599 | 10.59 | |||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 152,340 | 20.69 | 2,547 | 21.34 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 21,112 | 106.47 | 353 | 107.06 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 35,082 | 105.31 | 587 | 105.61 | ||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 12,035 | 3.02 | 201 | 3.61 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 11,867 | 1.58 | 198 | 2.06 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 190,133 | 1.40 | 3,162 | -7.46 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1,542 | 26 | ||||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 85 | 1 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 28,351 | 474 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 151,077 | 14.29 | 2,526 | 14.92 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 27,448 | 42.45 | 459 | 43.13 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3,161,576 | 22.05 | 52,883 | 22.77 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 87,610 | 68.35 | 1 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 51,669 | 46.42 | 864 | 47.27 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 3,064 | 41.66 | 51 | 45.71 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 62,526 | 5.60 | 1,045 | 6.20 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 16,168 | 6.24 | 270 | 6.72 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 58,402 | 2.35 | 976 | 2.95 | ||||
| 2025-07-29 | 13F | Sims Investment Management, Llc | 1,028,998 | 3.89 | 17,205 | 4.46 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1,423,652 | 8.89 | 23,803 | 9.47 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 24,445 | 12.14 | 409 | 12.71 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 42,920 | 12.83 | 718 | 13.45 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 277,310 | 760.76 | 4,612 | 672.36 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 1,261,192 | 4,648.82 | 21,087 | 4,681.63 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 116,783 | 109.22 | 1,953 | 110.34 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 11 | 0 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 30,867 | 10.54 | 517 | 11.42 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 621,778 | 12.61 | 10 | 11.11 | ||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 16,767 | 1.82 | 280 | 2.56 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 245,800 | 29.92 | 4,110 | 30.61 | |||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 19,129 | 0.40 | 320 | 0.95 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,470 | 3.01 | 25 | 4.35 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 624 | 2.97 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,536,174 | 20.80 | 42,405 | 21.45 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 7,245 | 570.83 | 121 | 611.76 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 17,457 | 3.02 | 292 | 3.56 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 76,320 | 7.02 | 1,278 | 10.36 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 4,063 | 20.14 | 68 | 9.84 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 258,994 | 5.17 | 4,330 | 5.74 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 6,901 | 3.45 | 115 | 4.55 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 152,751 | 14.63 | 2,554 | 15.25 | ||||
| 2025-08-18 | 13F | Ashford Capital Management Inc | 10,000 | 167 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 40,755 | 55.56 | 681 | 56.55 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 163,959 | 0.07 | 2,741 | 0.62 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7,601 | 20.57 | 127 | 22.12 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 87,145 | 9.22 | 1,457 | 9.88 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 15,330 | 256 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 31,444 | 15.91 | 526 | 4.37 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 46,031 | 11.88 | 770 | 12.43 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 60,949 | 3.91 | 1,019 | 4.51 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 10,123 | 169 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 46,451 | 125.39 | 777 | 126.90 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 24,684 | 18.01 | 413 | 18.73 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 128,504 | 3.57 | 2,149 | 4.12 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 300 | 5 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4,904 | 15.17 | 82 | 17.14 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 3,045 | 103.00 | 51 | 108.33 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 505,646 | 8,454 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 33,612 | 5.18 | 562 | 5.65 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6,935 | 4.96 | 116 | 5.50 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 372 | 3.05 | 6 | 0.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 135,931 | 29.11 | 2,273 | 29.83 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 73,101 | 9.95 | 1,222 | 0.91 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 576,871 | 5.16 | 9,645 | 5.73 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 431,878 | 17.30 | 7,222 | 17.97 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 26,023 | 10.60 | 435 | 11.25 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 21,596 | 22.09 | 361 | 22.79 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 275,459 | 225.62 | 4,606 | 227.52 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 67,571 | 16.39 | 1,130 | 16.99 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 67,361 | 3.72 | 1,126 | 4.36 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 6,031 | 101 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 57 | 3.64 | 1 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 326,875 | 186.69 | 5,456 | 187.71 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 30,648 | 186.24 | 1 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 187,175 | 50.34 | 3,130 | 51.16 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 128,504 | 2,149 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 150,133 | 7.30 | 2,510 | 7.96 | ||||
| 2025-08-11 | 13F | Sharpepoint Llc | 81,098 | 12.38 | 1,356 | 15.22 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 1,720,508 | 438.20 | 28,767 | 441.12 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 72,460 | 59.96 | 1 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 171,264 | 0.07 | 2,898 | 3.87 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 72,721 | 1,216 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 42,112 | 44.69 | 704 | 45.45 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 56,232 | 5.64 | 942 | 7.30 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 195,806 | 4.72 | 3,274 | 5.28 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1,035 | 17 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 48,332 | 27.07 | 808 | 27.85 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 64,073 | 59.50 | 1,071 | 60.33 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 370,141 | 19.51 | 6,189 | 20.16 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 10,103 | 169 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 9,355 | 156 | ||||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 85,150 | 6.07 | 1,424 | 6.67 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 20,044 | 175.48 | 335 | 210.19 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 14,783 | 12.76 | 247 | 13.30 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 27,538 | 18.17 | 460 | 17.05 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 672,673 | 5.07 | 11,247 | 5.65 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 171,860 | 0.06 | 2,873 | 0.60 | ||||
| 2025-07-28 | 13F | Bayforest Capital Ltd | 860 | 14 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 10,651 | 178 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2,700 | 92.86 | 45 | 95.65 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 934,785 | 8.84 | 16 | 7.14 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 49,727 | 6.44 | 831 | 7.09 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 45,725 | 0.20 | 765 | 0.79 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 110,557 | 9.20 | 1,849 | 9.80 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 68,653 | 1.49 | 1,148 | 2.05 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 259,885 | 19.28 | 4,345 | 19.99 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 142,749 | 5.16 | 2,387 | 5.72 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 59 | 22.92 | 1 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 1,047,067 | 1,175.42 | 17,507 | 1,182.49 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 1,130,162 | 24.37 | 18,896 | 25.05 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 57,127 | 30.77 | 955 | 31.54 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 528,084 | 9.39 | 8,830 | 9.98 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 234,194 | 1,745.65 | 3,916 | 1,755.45 | ||||
| 2025-07-30 | NP | ALTY - Global X SuperDividend Alternatives ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. 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 | 387,953 | 3.41 | 6,351 | -5.65 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 13,448 | 19.72 | 225 | 20.43 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4,312 | 1.99 | 73 | 2.86 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 160,095 | 31.55 | 2,677 | 32.28 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 143,862 | 319.92 | 2,405 | 322.67 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 471,875 | 25.55 | 7,890 | 26.22 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1,240 | 21 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 31,840 | 6.60 | 532 | 7.26 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 131,450 | 5.43 | 2,198 | 5.98 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 21,539 | 360 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 5,234 | 1.53 | 88 | 2.35 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 10,247 | 172 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 19,761 | 25.67 | 330 | 29.92 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 279,522 | 3.65 | 4,674 | 4.21 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 14,060 | 0.82 | 235 | 1.73 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,635,875 | 4.14 | 44 | 4.76 | ||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 23,951 | 0.02 | 400 | 0.50 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 14,991 | 14.90 | 251 | 15.74 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,214,474 | 16.39 | 20,306 | 17.02 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | Call | 686,200 | 115 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 8,000 | 62.01 | 134 | 62.20 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 103,269 | 36.30 | 1,727 | 37.09 |
