JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF - Proprietà istituzionale - Venditori

J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
US ˙ NasdaqGM ˙ US46654Q2030

Proprietà istituzionale e dei fondi - Venditori

Questa pagina mostra le istituzioni, i fondi e i principali azionisti che hanno ridotto le partecipazioni o chiuso le loro posizioni nell'ultimo periodo di riferimento. Le righe rosse indicano le posizioni chiuse. Fai clic sullicona del link per visualizzare la cronologia completa delle transazioni.

Esegui l'upgradeper sbloccare i dati premium.

Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2025-08-12 13F Jefferies Financial Group Inc. 0 -100,00 0
2025-04-04 13F Capital Market Strategies LLC 0 -100,00 0
2025-05-13 13F Measured Risk Portfolios, Inc. 0 -100,00 0
2025-08-01 13F Pasadena Private Wealth, LLC 14.416 -9,87 784 -5,31
2025-08-05 13F Sigma Planning Corp 66.621 -4,01 3.624 0,86
2025-08-12 13F PSI Advisors, LLC 0 -100,00 0
2025-07-14 13F GAMMA Investing LLC 6.665 -55,83 363 -53,65
2025-07-25 13F Second Half Financial Partners, LLC 0 -100,00 0
2025-05-07 13F Nvwm, Llc 0 -100,00 0
2025-08-05 13F Fortress Wealth Group, LLC 40.364 -74,25 2.206 -72,58
2025-08-15 13F Fsb Premier Wealth Management, Inc. 11.971 -6,33 651 -1,51
2025-08-14 13F First Financial Bankshares Inc 0 -100,00 0
2025-05-13 13F Bokf, Na 0 -100,00 0
2025-08-11 13F Trajan Wealth LLC 70.742 -4,65 3.848 0,18
2025-04-29 13F Tradewinds, LLC. 0 -100,00 0
2025-07-11 13F Bell Bank 16.187 -1,80 881 3,17
2025-07-31 13F Oppenheimer & Co Inc 58.001 -3,28 3.155 1,64
2025-08-15 13F First Heartland Consultants, Inc. 0 -100,00 0
2025-08-04 13F Spire Wealth Management 65.424 -6,12 3.559 -1,36
2025-07-15 13F Wealth Effects Llc 30.687 -2,06 1.669 2,90
2025-08-11 13F NewEdge Wealth, LLC 17.847 -47,32 981 -44,07
2025-08-01 13F Gwn Securities Inc. 8.307 -96,13 452 -95,99
2025-08-14 13F Money Concepts Capital Corp 52.613 -10,06 2.862 -5,48
2025-07-09 13F Lifestyle Asset Management, Inc. 43.388 -28,06 2.360 -24,43
2025-08-12 13F BlueStem Wealth Partners, LLC 0 -100,00 0
2025-08-14 13F Napa Wealth Management 0 -100,00 0
2025-07-09 13F Reyes Financial Architecture, Inc. 2.307 -89,73 126 -89,25
2025-07-15 13F Td Private Client Wealth Llc 863 -25,99 47 -23,33
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 0 -100,00 0
2025-08-06 13F Mascagni Wealth Management, Inc. 10.208 -13,79 555 -9,46
2025-08-14 13F Sunbelt Securities, Inc. 26.224 -18,80 1.479 -11,60
2025-07-22 13F DAVENPORT & Co LLC 60.924 -8,58 3.314 -3,94
2025-07-23 13F Joel Isaacson & Co., LLC 0 -100,00 0
2025-04-15 13F Parsons Capital Management Inc/ri 0 -100,00 0
2025-07-15 13F Marquette Asset Management, LLC 0 -100,00 0
2025-07-18 13F Truist Financial Corp 549.804 -18,60 29.909 -14,49
2025-07-09 13F Fermata Advisors, LLC 8.195 -2,17 446 2,77
2025-08-07 13F Runnymede Capital Advisors, Inc. 4.722 -73,44 257 -72,17
2025-05-06 13F Venturi Wealth Management, LLC 0 -100,00 0
2025-08-06 13F Paladin Advisory Group, LLC 38.852 -12,88 2.114 -8,49
2025-07-16 13F Littlejohn Financial Services, Inc. 42.398 -0,90 2.306 4,11
2025-08-08 13F Evolution Wealth Advisors, LLC 27.940 -34,73 1.520 -31,44
2025-06-24 NP TNMAX - 1290 Multi-Alternative Strategies Fund Class A 17.090 -6,51 877 -16,48
2025-08-13 13F GeoWealth Management, LLC 15.812 -3,67 860 1,30
2025-05-15 13F Talon Private Wealth, LLC 0 -100,00 0 -100,00
2025-08-08 13F Kane Investment Management, Inc. 0 -100,00 0
2025-08-13 13F B&D White Capital Company, LLC 0 -100,00 0
2025-07-23 13F Bellevue Asset Management, Llc 39.521 -0,16 2.150 4,88
2025-07-25 13F Means Investment Co., Inc. 13.470 -6,00 733 -1,21
2025-08-14 13F Boston Private Wealth Llc 0 -100,00 0
2025-07-16 13F Signaturefd, Llc 4.000 -34,96 218 -31,76
2025-08-14 13F Wick Capital Partners, LLC 59.186 -70,81 8.921 -15,03
2025-08-07 13F Fagan Associates, Inc. 0 -100,00 0
2025-07-11 13F Bouvel Investment Partners, LLC 0 -100,00 0
2025-07-15 13F McAdam, LLC 5.194 -37,05 283 -33,96
2025-05-08 13F Menard Financial Group LLC 0 -100,00 0
2025-04-28 13F Mainstream Capital Management LLC 0 -100,00 0
2025-06-25 NP WHGHX - Westwood High Income Fund Institutional Shares 18.744 -4,37 962 -14,56
2025-07-22 13F Chung Wu Investment Group, LLC 38.986 -5,25 2.121 -0,47
2025-08-18 13F N.E.W. Advisory Services LLC 1.191 -65,51 65 -64,04
2025-07-24 13F Galvin, Gaustad & Stein, LLC 10.500 -40,00 571 -36,98
2025-04-24 13F Motiv8 Investments LLC 0 -100,00 0
2025-08-19 13F Delos Wealth Advisors, LLC 118 -97,05 6 -97,10
2025-05-02 13F First Command Advisory Services, Inc. 0 -100,00 0
2025-07-25 13F Total Clarity Wealth Management, Inc. 12.608 -69,81 686 -70,90
2025-04-04 13F Quent Capital, LLC 0 -100,00 0
2025-07-31 13F/A Interchange Capital Partners, LLC 5.812 -1,12 316 3,95
2025-05-02 13F Patton Albertson Miller Group, Llc 0 -100,00 0
2025-08-05 13F Sulzberger Capital Advisors, Inc. 30.528 -23,96 1.661 -20,12
2025-05-12 13F Blueprint Investment Partners LLC 0 -100,00 0
2025-07-16 13F Cambridge Advisors Inc. 181.623 -1,30 9.880 3,69
2025-07-25 13F Sequoia Financial Advisors, LLC 5.020 -62,41 273 -60,49
2025-08-19 13F National Asset Management, Inc. 16.094 -91,15 875 -91,54
2025-08-01 13F Transcend Wealth Collective, Llc 38.104 -13,61 2.073 -9,24
2025-05-09 13F Belvedere Trading LLC 0 -100,00 0 -100,00
2025-04-22 13F Tower View Investment Management & Research LLC 0 -100,00 0
2025-07-10 13F Capital Advisory Group Advisory Services, LLC 5.094 -4,68 277 0,36
2025-08-05 13F Aurdan Capital Management, LLC 0 -100,00 0
2025-08-14 13F Qube Research & Technologies Ltd 9.410 -51,24 512 -48,85
2025-08-08 13F Gts Securities Llc 0 -100,00 0
2025-08-11 13F Private Advisor Group, LLC 963.904 -7,83 52.436 -3,16
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 170.431 -7,35 9.271 -2,66
2025-08-08 13F Sittner & Nelson, Llc 0 -100,00 0
2025-07-21 13F Investment Planning Advisors, Inc. 25.409 -25,88 1.382 -22,14
2025-08-12 13F Steward Partners Investment Advisory, Llc 537.143 -8,59 29.221 -3,97
2025-08-12 13F Change Path, LLC 13.447 -38,47 732 -35,37
2025-08-14 13F Susquehanna International Group, Llp Put 386.900 -0,62 21.047 4,42
2025-08-14 13F Arete Wealth Advisors, LLC 4.301 -80,78 0 -100,00
2025-08-14 13F Susquehanna International Group, Llp 387.429 -20,61 21.076 -16,59
2025-08-08 13F Emerald Investment Partners, Llc 7.230 -16,43 393 -12,08
2025-07-14 13F Cobblestone Asset Management LLC 0 -100,00 0
2025-07-17 13F ERn Financial, LLC 0 -100,00 0
2025-07-10 13F Redhawk Wealth Advisors, Inc. 10.085 -1,74 549 3,20
2025-04-10 13F Clarus Wealth Advisors 0 -100,00 0
2025-08-13 13F Consultiva Wealth Management, Corp. 0 -100,00 0
2025-07-09 13F Triumph Capital Management 13.055 -2,59 710 2,45
2025-08-06 13F Golden State Wealth Management, LLC 11.977 -15,03 652 -10,70
2025-07-15 13F Capstone Wealth Management Group LLC 49.194 -11,02 2.676 -6,50
2025-07-18 13F Childress Capital Advisors, Llc 147.639 -17,74 8.032 -13,58
2025-08-13 13F Navis Wealth Advisors, LLC 7.423 -55,03 404 -52,81
2025-08-28 NP Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I 6.067 -3,10 330 1,85
2025-05-12 13F Independent Advisor Alliance 0 -100,00 0
2025-05-14 13F Oarsman Capital, Inc. 0 -100,00 0
2025-07-14 13F Westend Capital Management LLC 10.760 -3,45 585 1,39
2025-08-14 13F Newport Capital Group, LLC 22.688 -2,47 1.234 2,49
2025-04-16 13F/A Avaii Wealth Management, Llc 0 -100,00 0
2025-07-23 13F Prime Capital Investment Advisors, LLC 323.218 -12,01 17.583 -7,56
2025-07-22 13F MBL Wealth, LLC 154.849 -31,21 8.424 -27,73
2025-07-15 13F Graypoint LLC 258.959 -14,89 14.087 -10,58
2025-07-10 13F High Net Worth Advisory Group LLC 83.460 -3,97 4.540 0,89
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB 8.520 -7,59 463 -2,94
2025-07-25 13F Tranquility Partners, LLC 4.122 -5,70 224 -0,88
2025-08-01 13F Yukon Wealth Management, Inc. 21.003 -14,80 1.143 -10,50
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100,00 0
2025-08-12 13F Waterloo Capital, L.P. 0 -100,00 0
2025-07-31 13F Buckingham Strategic Partners 6.569 -29,86 357 -26,39
2025-08-27 13F/A Putney Financial Group LLC 1.725 -10,39 94 -6,06
2025-05-01 13F Grant/GrossMendelsohn, LLC 47.552 -11,62 2.430 -20,51
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 5.835 -14,94 317 -10,70
2025-07-10 13F Selective Wealth Management, Inc. 0 -100,00 0
2025-04-17 13F Sagespring Wealth Partners, Llc 0 -100,00 0
2025-04-24 13F Canvas Wealth Advisors, LLC 0 -100,00 0
2025-07-09 13F Keystone Wealth Services, LLC 13.999 -37,07 762 -33,88
2025-07-10 13F Legacy Financial Strategies, LLC 5.195 -4,94 283 0,00
2025-07-22 13F JSF Financial, LLC 13.616 -12,19 741 -7,73
2025-07-30 13F BTS Asset Management, Inc. 10.083 -2,81 548 2,05
2025-07-23 13F Valmark Advisers, Inc. 18.187 -3,00 989 1,96
2025-08-05 13F Claro Advisors LLC 0 -100,00 0
2025-08-14 13F Atomi Financial Group, Inc. 0 -100,00 0
2025-07-30 13F Tricadia Capital Management, LLC 0 -100,00 0
2025-08-06 13F Blue Investment Partners LLC 0 -100,00 0
2025-07-23 13F Kingswood Wealth Advisors, Llc 88.447 -1,06 4.812 3,95
2025-08-12 13F Global Retirement Partners, LLC 38.025 -20,26 2.069 -23,07
2025-08-05 13F Bank Of Montreal /can/ 9.699 -0,91 528 4,15
2025-08-11 13F Nordwand Advisors, LLC 0 -100,00 0
2025-07-09 13F Blodgett Wealth Advisors, Llc 5.150 -19,53 280 -15,41
2025-07-29 13F Swmg, Llc 0 -100,00 0
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 42.583 -0,17 2.317 4,89
2025-09-02 13F/A FSC Wealth Advisors, LLC 4.870 -1,91 265 2,72
2025-08-11 13F Inspire Advisors, LLC 0 -100,00 0
2025-07-15 13F SJS Investment Consulting Inc. 357 -27,29 19 -24,00
2025-07-09 13F Dynamic Advisor Solutions LLC 129.696 -3,31 7.055 1,58
2025-08-11 13F Wealthspire Advisors, LLC 4.374 -92,84 238 -92,51
2025-08-06 13F SOUTH STATE Corp 0 -100,00 0
2025-04-22 13F Masso Torrence Wealth Management Inc. 0 -100,00 0
2025-08-07 13F Nwam Llc 31.958 -18,63 1.765 -13,18
2025-04-28 13F Vishria Bird Financial Group, LLC 0 -100,00 0
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 0 -100,00 0
2025-08-07 13F PFG Advisors 33.096 -39,45 1.800 -36,40
2025-08-15 13F Prevail Innovative Wealth Advisors, Llc 68.783 -28,24 3.742 -24,62
2025-05-15 13F Greenline Partners, LLC 0 -100,00 0
2025-08-14 13F NCP Inc. 26.755 -3,37 1.455 1,54
2025-07-15 13F Carr Financial Group Corp 119.665 -8,66 6.510 -4,04
2025-07-03 13F Garde Capital, Inc. 0 -100,00 0
2025-05-07 13F David R. Rahn & Associates Inc. 0 -100,00 0
2025-07-22 13F Global Assets Advisory, LLC 38.860 -58,61 2.091 -54,92
2025-07-29 13F Fundamentun, Llc 6.246 -57,73 340 -55,69
2025-08-12 13F Armor Investment Advisors, LLC 127.973 -2,76 6.962 2,16
2025-07-07 13F Teamwork Financial Advisors, LLC 451.024 -19,23 24.536 -15,15
2025-08-08 13F Creative Planning 86.540 -16,51 4.708 -12,30
2025-08-12 13F Park Square Financial Group, LLC 4.700 -11,32 256 -6,93
2025-07-17 13F Clay Northam Wealth Management, LLC 14.509 -0,32 789 4,78
2025-08-14 13F Tandem Financial, LLC 16.304 -1,65 887 3,26
2025-07-18 13F First Pacific Financial 0 -100,00 0
2025-07-23 13F Secured Retirement Advisors, Llc 32.950 -2,17 1.793 2,81
2025-07-07 13F Capital Asset Advisory Services LLC 0 -100,00 0
2025-05-09 13F Ogorek Anthony Joseph /ny/ /adv 0 -100,00 0
2025-08-08 13F Cooper Capital Advisors LLC 0 -100,00 0
2025-04-25 13F Capital Advisors Wealth Management, LLC 0 -100,00 0
2025-08-08 13F Compass Financial Services Inc 173.629 -21,05 9.445 -17,06
2025-06-25 NP WWICX - Westwood Income Opportunity Fund C Class Shares 126.318 -5,30 6.485 -15,41
2025-08-13 13F VestGen Advisors, LLC 38.395 -7,79 2.089 -3,15
2025-08-26 13F Nautilus Advisors LLC 16.897 -7,32 919 -2,55
2025-07-10 13F Secure Asset Management, LLC 3.784 -7,59 206 -3,30
2025-05-15 13F Johnson Financial Group, Inc. 0 -100,00 0 -100,00
2025-04-03 13F Legacy Wealth Management, LLC / MS 0 -100,00 0
2025-07-18 13F Requisite Capital Management, LLC 6.996 -99,40 381 -99,37
2025-08-12 13F Integras Partners LLC 0 -100,00 0
2025-08-05 13F Seelaus Asset Management LLC 6.285 -10,50 342 -6,06
2025-09-04 13F SevenBridge Financial Group, LLC 8.433 -18,31 470 -12,99
2025-05-02 13F Napatree Capital Llc 16.917 -27,90 876 -33,81
2025-08-08 13F/A Ignite Planners, LLC 89.039 -1,53 4.870 5,44
2025-07-22 13F Merit Financial Group, LLC 22.210 -25,89 1.208 -22,11
2025-07-18 13F Trust Co Of Vermont 700 -41,67 38 -38,71
2025-08-12 13F Indie Asset Partners, LLC 0 -100,00 0
2025-08-14 13F Integrated Wealth Concepts LLC 109.503 -4,83 5.957 -0,02
2025-07-10 13F Guided Capital Wealth Management, LLC 113.207 -0,64 6.158 4,39
2025-08-26 13F/A Thrivent Financial For Lutherans 6.347 -86,83 0 -100,00
2025-08-12 13F MAI Capital Management 10.119 -7,58 550 -2,83
2025-08-05 13F Fourth Dimension Wealth, LLC 531 -22,25 29 -20,00
2025-08-01 13F Belvedere Trading LLC Call 4.100 -4,65 223 0,45
2025-08-14 13F Group One Trading, L.p. 0 -100,00 0
2025-07-23 13F Heck Capital Advisors, LLC 0 -100,00 0
2025-04-29 13F Raleigh Capital Management Inc. 0 -100,00 0
2025-08-06 13F ORBA Wealth Advisors, L.L.C. 30.942 -46,09 1.683 -43,37
2025-07-09 13F Massmutual Trust Co Fsb/adv 0 -100,00 0
2025-07-30 13F Dudley Capital Management, Llc 4.325 -1,14 235 3,98
2025-08-11 13F Cascade Wealth Advisors, Inc 7.811 -89,80 432 -88,72
2025-05-06 13F Close Asset Management Ltd 0 -100,00 0
2025-05-20 13F Jupiter Wealth Management LLC 0 -100,00 0 -100,00
2025-07-24 13F Stonebridge Financial Group, LLC 15.923 -2,69 866 2,24
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 0 -100,00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 332.834 -45,27 18.071 -42,61
2025-08-08 13F Intrua Financial, LLC 19.730 -51,68 1.073 -49,24
2025-07-30 13F Crewe Advisors LLC 0 -100,00 0
2025-08-05 13F 5T Wealth, LLC 12.404 -52,33 675 -49,96
2025-07-14 13F Palacios Wealth Management, LLC 79.905 -13,42 4.347 -9,04
2025-04-25 13F TBH Global Asset Management, LLC 0 -100,00 0
2025-08-13 13F Smith, Moore & Co. 58.857 -6,08 3.202 -1,33
2025-07-21 13F Ameriflex Group, Inc. 7.621 -42,52 413 -39,94
2025-07-24 13F Blair William & Co/il 104.435 -5,90 5.681 -1,13
2025-07-25 13F Johnson Investment Counsel Inc 15.340 -30,79 834 -27,29
2025-07-21 13F DHJJ Financial Advisors, Ltd. 1.630 -2,98 89 2,33
2025-08-07 13F Efficient Advisors, LLC 0 -100,00 0
2025-07-24 13F Us Bancorp \de\ 25.943 -8,91 1.411 -4,27
2025-08-11 13F Advisor Resource Council 8.950 -94,92 487 -94,39
2025-07-24 13F Robertson Stephens Wealth Management, LLC 50.650 -16,88 2.755 -12,68
2025-07-29 13F Novare Capital Management Llc 14.300 -29,17 778 -25,65
2025-08-13 13F EverSource Wealth Advisors, LLC 5.181 -55,89 282 -53,78
2025-07-11 13F Annex Advisory Services, LLC 15.174 -0,01 825 5,10
2025-07-07 13F Global Wealth Strategies & Associates 13.447 -8,00 732 -3,31
2025-08-14 13F Beck Capital Management, Llc 114.796 -14,04 6.245 -9,69
2025-05-15 13F Wolverine Trading, Llc Put 0 -100,00 0
2025-08-11 13F Wbi Investments, Inc. 0 -100,00 0
2025-07-22 13F/A Kingstone Capital Partners Texas, LLC 63.695 -26,08 3.465 -22,34
2025-08-15 13F/A Florida Financial Advisors, Llc 13.764 -21,74 749 -17,71
2025-08-14 13F Mercer Global Advisors Inc /adv 21.362 -1,25 1.162 3,75
2025-07-25 13F Apollon Wealth Management, LLC 774.032 -23,59 42.107 -19,73
2025-08-14 13F Jane Street Group, Llc Call 286.300 -0,42 15.575 4,62
2025-07-15 13F Cranbrook Wealth Management, LLC 0 -100,00 0
2025-08-14 13F Jane Street Group, Llc Put 56.200 -39,76 3.057 -36,72
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 29.528 -8,22 1.604 -3,72
2025-08-13 13F Renaissance Technologies Llc 0 -100,00 0
2025-08-14 13F Fort Point Capital Partners LLC 0 -100,00 0
2025-07-29 13F Mountain Capital Investment Advisors, Inc 177.397 -2,20 9.546 3,94
2025-07-15 13F Oxinas Partners Wealth Management LLC 31.125 -0,04 1.693 5,02
2025-08-18 13F Tyler-Stone Wealth Management 56.925 -8,93 3.097 -4,33
2025-07-15 13F Beacon Financial Planning, Inc 24.621 -3,12 1.339 1,83
2025-07-11 13F Pinnacle Bancorp, Inc. 1.253 -1,34 68 4,62
2025-08-14 13F Caerus Investment Advisors, LLC 23.454 -52,94 1.276 -50,58
2025-07-16 13F Perigon Wealth Management, LLC 10.796 -45,70 587 -42,95
2025-04-23 13F Aurora Private Wealth, Inc. 0 -100,00 0
2025-07-21 13F Ameritas Advisory Services, LLC 41.928 -53,37 2.281 -51,61
2025-08-07 13F Financially Speaking Inc 74 -93,43 4 -93,10
2025-07-29 13F RWQ Financial Management Services, Inc. 0 -100,00 0
2025-05-30 NP WBIG - WBI BullBear Yield 3000 ETF 26.078 -3,07 1.350 -10,95
2025-07-16 13F Owen LaRue, LLC 18.449 -43,67 1.004 -40,86
2025-08-14 13F Federation des caisses Desjardins du Quebec 1.809 -48,06 98 -45,56
2025-08-05 13F Marion Wealth Management 9.786 -12,73 532 -8,28
2025-07-17 13F Kelly Financial Services LLC 11.345 -5,82 617 -0,96
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 97.715 -6,01 5.316 -1,26
2025-08-14 13F Evergreen Wealth Solutions, LLC 221.366 -1,80 12.042 3,17
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 9.434 -14,17 513 -9,84
2025-08-06 13F Wedbush Securities Inc 80.294 -14,24 4 0,00
2025-08-13 13F Mayfair Advisory Group, LLC 74.948 -4,22 4.146 2,35
2025-08-14 13F CoreCap Advisors, LLC 575 -20,14 31 -16,22
2025-08-01 13F Delta Investment Management, LLC 102.802 -3,65 5.592 1,23
2025-07-22 13F Berger Financial Group, Inc 3.908 -12,04 213 -7,83
2025-05-12 13F Fmr Llc 0 -100,00 0
2025-08-13 13F Everstar Asset Management, LLC 0 -100,00 0 -100,00
2025-07-29 13F Stratos Wealth Advisors, LLC 29.685 -9,09 1.615 -4,50
2025-07-15 13F BCS Wealth Management 13.686 -22,34 1
2025-08-06 13F AE Wealth Management LLC 25.766 -51,11 1.402 -48,64
2025-08-11 13F Aptus Capital Advisors, LLC 36.492 -3,15 1.985 1,74
2025-07-08 13F IAM Advisory, LLC 0 -100,00 0
2025-07-11 13F Grant Private Wealth Management Inc 0 -100,00 0
2025-07-25 13F Concord Wealth Partners 20.831 -20,48 1.133 -16,45
2025-08-14 13F Snowden Capital Advisors LLC 18.022 -27,29 980 -23,62
2025-04-10 13F Sugar Maple Asset Management, LLC 0 -100,00 0
2025-08-14 13F Citadel Advisors Llc Call 195.000 -9,30 10.608 -4,71
2025-08-12 13F PKS Advisory Services, LLC 8.639 -39,89 470 -36,88
2025-07-22 13F Iron Horse Wealth Management, LLC 800 -11,21 44 -6,52
2025-05-14 13F Zacks Investment Management 0 -100,00 0
2025-07-23 13F Castle Rock Wealth Management, LLC 9.948 -5,68 547 0,55
2025-08-11 13F Western Wealth Management, LLC 16.354 -16,65 890 -12,41
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 12.518 -11,16 681 -6,72
2025-08-27 13F Barnes Wealth Management Group, Inc 4.078 -0,37 222 4,74
2025-08-14 13F Visionary Wealth Advisors 84.685 -15,51 4.607 -11,24
2025-08-14 13F Wetherby Asset Management Inc 0 -100,00 0
2025-07-14 13F Cathy Pareto & Associates, Inc 6.191 -12,80 337 -8,45
2025-08-04 13F Joseph P. Lucia & Associates, LLC 35.974 -3,09 1.957 1,77
2025-08-04 13F Pensionmark Financial Group, Llc 15.039 -9,99 818 -5,43
2025-04-11 13F Godsey & Gibb Associates 0 -100,00 0
2025-08-06 13F Walkner Condon Financial Advisors LLC 5.646 -49,88 307 -47,34
2025-08-19 13F Newbridge Financial Services Group, Inc. 130.145 -15,38 7.080 -11,10
2025-08-14 13F Concorde Financial Corp 44.315 -1,44 2.411 3,52
2025-08-04 13F WNY Asset Management, LLC 212.524 -48,83 11.561 -46,24
2025-05-09 13F Beta Wealth Group, Inc. 0 -100,00 0
2025-07-17 13F/A Capital Investment Advisors, LLC 33.341 -5,09 1.814 -0,33
2025-08-04 13F Integrity Alliance, Llc. 50.802 -26,50 2.764 -22,78
2025-08-11 13F Ironsides Asset Advisors, LLC 13.206 -43,91 718 -41,10
2025-08-12 13F Coldstream Capital Management Inc 4.462 -0,27 243 4,76
2025-07-14 13F Golden State Equity Partners 0 -100,00 0
2025-08-06 13F Savant Capital, LLC 22.434 -0,88 1.220 4,18
2025-07-11 13F Kapstone Financial Advisors LLC 0 -100,00 0
2025-07-17 13F Greenleaf Trust 0 -100,00 0
2025-08-14 13F Betterment LLC 10.423 -2,88 1
2025-08-12 13F Atlas Capital Advisors Llc 0 -100,00 0
2025-07-22 13F Steele Capital Management, Inc. 21.863 -14,89 1.189 -10,60
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 12.440 -10,54 644 -17,86
2025-08-14 13F IPG Investment Advisors LLC 0 -100,00 0
2025-08-05 13F Strategic Financial Concepts, LLC 17.380 -7,71 945 -3,08
2025-08-11 13F Synergy Investment Management, LLC 0 -100,00 0
2025-06-25 NP RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares 0 -100,00 0 -100,00
2025-07-09 13F Krilogy Financial LLC 93.445 -10,61 5.083 -6,10
2025-07-24 13F Lokken Investment Group LLC 4.562 -10,58 248 -6,06
2025-08-13 13F Truvestments Capital Llc 0 -100,00 0
2025-07-17 13F Global Trust Asset Management, LLC 250 -82,76 14 -82,67
2025-07-29 13F Financial Guidance Group, Inc. 4.797 -10,54 261 -6,14
2025-08-11 13F Lighthouse Financial LLC 168.654 -1,82 9.175 3,15
2025-08-14 13F Smartleaf Asset Management LLC 32.385 -20,15 1.758 -16,37
2025-04-29 13F Hm Payson & Co 0 -100,00 0
2025-07-24 13F Costello Asset Management, INC 5.078 -11,75 276 -7,07
2025-05-14 13F Brown Brothers Harriman & Co 0 -100,00 0
2025-05-09 13F Rps Advisory Solutions Llc 0 -100,00 0 -100,00
2025-08-13 13F Fisher Asset Management, LLC 0 -100,00 0
2025-08-13 13F Continuum Advisory, LLC 30.391 -2,16 1.653 2,80
2025-08-13 13F Townsquare Capital Llc 0 -100,00 0
2025-07-15 13F Mather Group, Llc. 0 -100,00 0
2025-08-04 13F Econ Financial Services Corp 0 -100,00 0
2025-08-11 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2025-05-16 13F/A Kestra Investment Management, LLC 0 -100,00 0
2025-07-29 13F Socha Financial Group, LLC 13.320 -71,23 725 -69,80
2025-07-15 13F Oregon Pacific Wealth Management, LLC 4.264 -2,89 232 1,76
2025-08-01 13F GoalVest Advisory LLC 0 -100,00 0
2025-07-02 13F HBW Advisory Services LLC 56.008 -5,19 3.047 -0,39
2025-07-25 13F Cwm, Llc 705.084 -2,38 38 2,70
2025-07-30 13F Red Crane Wealth Management, Llc 15.650 -16,65 851 -12,45
2025-05-15 13F Wolverine Trading, Llc Call 0 -100,00 0
2025-08-12 13F Frontier Asset Management, LLC 20.974 -9,97 1.141 -5,47
2025-05-15 13F Wolverine Trading, Llc 0 -100,00 0
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100,00 0 -100,00
2025-08-12 13F Journey Strategic Wealth Llc 0 -100,00 0
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 0 -100,00 0
2025-04-25 13F Albion Financial Group /ut 0 -100,00 0
2025-08-13 13F Greenwich Wealth Management LLC 15.048 -6,12 1
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 1.201.435 -0,65 65.070 3,91
2025-07-15 13F World Equity Group, Inc. 8.469 -12,28 461 -7,82
2025-08-26 NP FTRAX - Franklin LifeSmart Retirement Income Fund CLASS A 38.000 -1,62 2.067 3,35
2025-08-12 13F Absolute Capital Management, LLC 11.982 -4,04 652 0,77
2025-08-14 13F Sequent Planning LLC 0 -100,00 0
2025-08-04 13F Creekmur Asset Management LLC 171 -76,41 9 -75,68
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