Mga Batayang Estadistika
| Pemilik Institusional | 717 total, 710 long only, 0 short only, 7 long/short - change of 14.33% MRQ |
| Alokasi Portofolio Rata-rata | 0.2875 % - change of -1.06% MRQ |
| Saham Institusional (Jangka Panjang) | 73,105,864 (ex 13D/G) - change of 8.24MM shares 12.71% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 4,905,042 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF (GB:0IO2) memiliki 717 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 73,105,864 saham. Pemegang saham terbesar meliputi Morgan Stanley, Bank Of America Corp /de/, UBS Group AG, LPL Financial LLC, Laurel Wealth Advisors LLC, Wells Fargo & Company/mn, Royal Bank Of Canada, Raymond James Financial Inc, Ameriprise Financial Inc, and Commonwealth Equity Services, Llc .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF (LSE:0IO2) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3,669 | 2.23 | 277 | 22.57 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1,275 | 27.50 | 0 | |||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 200 | 0.00 | 15 | 25.00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1,266 | 0.16 | 96 | 20.25 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6,790 | -92.84 | 513 | -91.42 | ||||
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 4,387 | 0.00 | 332 | 19.93 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 15,909 | 1.41 | 1,202 | 21.66 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 15,468 | 1,169 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 4,800 | 26.32 | 363 | 51.46 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 7,222 | -1.51 | 546 | 18.22 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 8,842 | 668 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 191 | 0.00 | 14 | 16.67 | ||||
| 2025-07-24 | 13F | Vivid Wealth Management, LLC | 54,411 | -5.70 | 4,112 | 13.12 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 172,215 | 37.17 | 13,016 | 64.57 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 6,032 | -11.19 | 456 | 6.56 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 6,549 | 0.00 | 495 | 19.90 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 665,804 | 8.88 | 50,321 | 30.62 | ||||
| 2025-04-25 | 13F | Uniting Wealth Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 44,174 | -21.29 | 3,339 | -6.00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2,808 | 102.31 | 212 | 143.68 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 18,475 | 1,396 | ||||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 2,930 | 221 | ||||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 3,488 | 264 | ||||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 4,775 | 11.70 | 361 | 33.83 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 20,425 | 1,544 | ||||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Advantage Trust Co | 31,853 | -0.73 | 2,407 | 19.10 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 206 | 0.00 | 0 | |||||
| 2025-04-10 | 13F | Key Client Fiduciary Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 3 | 0 | ||||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 12,618 | 23.90 | 954 | 48.67 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 80 | 0.00 | 6 | 20.00 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 6,200 | 33.88 | 469 | 60.82 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 197,632 | 1.12 | 14,937 | 21.32 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 30,160 | 4.32 | 2,279 | 25.15 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 340 | 26 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 24,076 | 1.17 | 1,820 | 21.35 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 10,688 | 1 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 14,029 | 1.59 | 1,060 | 21.98 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 4,729 | 357 | ||||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 7,897 | 0.00 | 597 | 19.92 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 23,826 | 0.05 | 1,801 | 20.00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 14,561 | 91.11 | 1,101 | 129.17 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 1,745 | -31.84 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 36,666 | 6.04 | 2,771 | 27.23 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 9,711 | 26.25 | 721 | 40.63 | ||||
| 2025-08-05 | 13F | Wellington Shields & Co., LLC | 500 | 0.00 | 38 | 19.35 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 41,310 | 9.86 | 3,122 | 31.79 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 7,916 | -0.71 | 598 | 19.12 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 4,631 | 350 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 27,791 | 5.98 | 2,100 | 27.12 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 2,381 | 0.04 | 180 | 20.13 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 11,571 | -0.14 | 875 | 19.89 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 3 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 22,830 | 32.13 | 1,725 | 58.55 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 163,057 | 10.23 | 12 | 33.33 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 99,027 | 10.95 | 7,484 | 33.10 | ||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 3,555 | 269 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 6,545 | 0.00 | 495 | 19.90 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2,485 | 493.08 | 188 | 619.23 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 614,539 | 14.30 | 46,447 | 37.13 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 24,969 | 15.81 | 1,887 | 38.95 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 47,469 | 3.98 | 3,588 | 24.72 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 13,863 | -8.33 | 1,048 | 9.98 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 392 | 0.00 | 30 | 20.83 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 16,713 | 36.73 | 1,234 | 57.20 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3,296 | -0.15 | 245 | 9.38 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 21,482 | 1,624 | ||||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 4,390 | 332 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 4,583 | 0.07 | 346 | 20.14 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 5,338 | 403 | ||||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 6,687 | 0.24 | 505 | 20.24 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 1,184 | -14.45 | 89 | 2.30 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 3,761 | 0.00 | 284 | 20.34 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 54,344 | -1.19 | 4,107 | 18.56 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 110 | 8 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 613,237 | 23.27 | 46,351 | 47.89 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 716,543 | 0.55 | 54 | 22.73 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 5,937 | 18.65 | 449 | 42.22 | ||||
| 2025-08-14 | 13F | Savoie Capital LLC | 42,829 | 0.00 | 3,237 | 19.14 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 45,466 | 6.24 | 3,436 | 27.45 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 7,265 | 549 | ||||||
| 2025-08-06 | 13F | Bensler, LLC | 10,270 | 8.77 | 776 | 30.64 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4,635 | 0.39 | 350 | 17.45 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 18,419 | 12.26 | 1,392 | 34.75 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 2,645 | 201 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4,615 | 2.60 | 349 | 22.97 | ||||
| 2025-04-28 | 13F | Capstone Wealth Management Group, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 43,053 | 5.48 | 3,254 | 26.53 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 10,897 | 23.58 | 824 | 48.29 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 9,939 | -1.73 | 751 | 17.90 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 51 | 4 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 540 | 0.00 | 41 | 17.65 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 345 | -12.66 | 26 | 8.33 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 6,044 | 457 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 244,492 | 88.80 | 18,512 | 125.92 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 539 | 0.00 | 41 | 17.65 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 134 | 0.00 | 8 | 0.00 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 3,629 | 0.11 | 274 | 20.18 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 6,730 | 7.06 | 509 | 28.28 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 1,296 | 96 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 245 | 145.00 | 19 | 200.00 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 6,836 | 0.00 | 517 | 20.00 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 185 | 0.00 | 14 | 27.27 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 14,583 | 44.34 | 1,102 | 73.27 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 8,830 | 51.20 | 667 | 81.74 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 125,371 | 14.46 | 9,476 | 37.32 | ||||
| 2025-05-15 | 13F | Paragon Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,861,331 | 4.42 | 291,839 | 25.27 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 24,001 | 0.12 | 1,814 | 20.13 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 4,680 | -26.07 | 354 | -11.31 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 10,955 | 828 | ||||||
| 2025-08-08 | 13F | Parker Investment Management, LLC | 272,577 | 20,601 | ||||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 3,050 | 231 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 11,270 | 11.71 | 852 | 34.02 | ||||
| 2025-05-15 | 13F | Aster Capital Management (DIFC) Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 49,823 | 12.01 | 3,766 | 34.37 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 58,994 | -0.34 | 4,459 | 19.55 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 4,471 | 20.64 | 338 | 44.64 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 300 | 0.00 | 23 | 22.22 | ||||
| 2025-07-28 | 13F | Alpine Woods Capital Investors, Llc | 3,600 | 0.00 | 272 | 20.35 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 4,239 | 0.00 | 320 | 19.85 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 101,602 | 7,679 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 4,197 | 317 | ||||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 21,750 | 1,644 | ||||||
| 2025-08-12 | 13F | YANKCOM Partnership | 10,754 | 0.00 | 813 | 19.94 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 130,049 | 77.41 | 9,829 | 112.84 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 348,240 | 26.75 | 26,320 | 52.06 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 16,206 | -1.36 | 1,225 | 18.26 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 5,594 | 50.74 | 423 | 81.12 | ||||
| 2025-08-14 | 13F | New England Asset Management Inc | 1,150 | 0.00 | 87 | 19.44 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 135 | 0.00 | 10 | 25.00 | ||||
| 2025-08-12 | 13F | Prudential Plc | 393,187 | 12.92 | 29,717 | 35.48 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 7,860 | 77.79 | 594 | 113.67 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 15 | 1 | ||||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 1,710 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 3,817 | 16.84 | 288 | 40.49 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 96,682 | 2.06 | 7,307 | 22.46 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1,105 | 0.45 | 84 | 20.29 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 6,323 | -0.58 | 478 | 19.25 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 4,600 | 0.00 | 348 | 18.84 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4,173 | -68.19 | 315 | -61.86 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 83,696 | 0.88 | 6,326 | 21.01 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 24,218 | 1,830 | ||||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 46,772 | -7.20 | 3,535 | 10.57 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 5,900 | 1.27 | 446 | 21.25 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 839 | 0.00 | 63 | 21.15 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 19,366 | -0.96 | 1,464 | 18.85 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 109 | 0.00 | 8 | 33.33 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 5,138 | 388 | ||||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 28,674 | -1.99 | 2,167 | 17.58 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 238 | 0.00 | 18 | 21.43 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 13,894 | -3.35 | 1,050 | 16.02 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 5,064 | 12.18 | 0 | |||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 150 | 0.00 | 11 | 22.22 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 31,331 | 18.35 | 2,368 | 42.05 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 3,229 | 244 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 15,172 | 156.63 | 1 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5,572 | 0.05 | 421 | 20.29 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 325 | 25 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 18,651 | -12.51 | 1,410 | 4.91 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 750 | 0.00 | 57 | 19.15 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 6,870 | -74.46 | 519 | -69.36 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 8,968 | -0.68 | 678 | 18.36 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7,886 | 17.68 | 596 | 41.23 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 8,202 | 25.60 | 620 | 50.61 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 289,337 | 23.18 | 22 | 50.00 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 177 | 0.00 | 13 | 18.18 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 53,200 | 4,021 | ||||||
| 2025-08-14 | 13F | Brevan Howard Capital Management LP | 9,504 | -77.23 | 718 | -72.70 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 7,138 | 47.60 | 531 | 73.53 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 439 | -74.76 | 33 | -70.64 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 15,232 | -3.25 | 1,151 | 16.15 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 69,807 | -1.16 | 5,276 | 18.59 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 3,278 | -13.21 | 248 | 4.22 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1,647 | 124 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 4,022 | 304 | ||||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 492 | -5.57 | 37 | 8.82 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 160,290 | 235.12 | 12,115 | 302.06 | ||||
| 2025-07-15 | 13F | Herbst Group, Llc | 4,600 | 348 | ||||||
| 2025-07-15 | 13F | Wealth Effects Llc | 3,448 | -22.46 | 261 | -7.14 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 79,217 | 17.55 | 5,987 | 41.10 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 15 | 1 | ||||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 54,335 | -5.80 | 4 | 33.33 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 49,215 | -29.54 | 3,720 | -15.48 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 7,748 | 13.97 | 584 | 36.77 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 3,240 | 245 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 6,050 | 2.42 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 15,285 | 8.88 | 1,155 | 30.66 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 32,232 | -8.49 | 2,436 | 9.83 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 9,600 | -3.52 | 726 | 15.81 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4,079 | 2,619.33 | 308 | 3,322.22 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 300 | 0.00 | 23 | 22.22 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 22,900 | 6.33 | 1,731 | 27.58 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 3,952 | 299 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 42,221 | 356.44 | 3,191 | 448.28 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4,322 | 4.57 | 327 | 25.38 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,379 | 4.16 | 1,162 | 24.95 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 20,425 | -6.93 | 1,544 | 11.65 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 2,919 | 221 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8,912 | 22.60 | 674 | 47.26 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Glassman Wealth Services | 12 | -98.26 | 1 | -100.00 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 13,634 | 31.26 | 1,030 | 57.49 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 86,560 | 2.51 | 6,542 | 22.99 | ||||
| 2025-05-08 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 6,695 | -2.83 | 422 | 3.19 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 2,917 | 220 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 14,756 | 2.39 | 1,115 | 22.93 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 113 | 0.00 | 9 | 14.29 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 38,466 | -1.04 | 2,908 | 18.75 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 25,284 | 0.95 | 1,911 | 21.12 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 155,155 | 15.84 | 11,727 | 38.98 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 270 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 26,288 | 20.58 | 1,987 | 44.65 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 4,384 | -6.84 | 331 | 11.82 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 70,633 | -2.12 | 5,107 | 11.70 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 3,631 | 274 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 7,900 | -38.76 | 597 | -26.48 | |||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 804 | -48.69 | 61 | -38.78 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 428 | 0.00 | 32 | 23.08 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 11,243 | 48.76 | 850 | 78.36 | ||||
| 2025-08-12 | 13F | Quantum Private Wealth, LLC | 7,021 | -1.40 | 531 | 18.30 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 660,905 | 15.49 | 49,936 | 38.46 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 1,100 | 0.00 | 83 | 20.29 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 6,523 | 493 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 4,563 | 37.56 | 345 | 65.38 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 107,663 | 21.25 | 8,137 | 45.49 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,941 | 0.00 | 147 | 19.67 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 10,812 | 3.61 | 817 | 24.35 | ||||
| 2025-08-06 | 13F | Florin Court Capital LLP | 48,900 | -62.27 | 3,696 | -54.74 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 163 | 0.00 | 12 | 20.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 773,101 | -23.20 | 58,431 | -7.87 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 5,302 | 2.06 | 401 | 22.32 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 3,075 | 232 | ||||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 29,479 | 2.24 | 2,228 | 22.69 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 154,823 | 8.07 | 11,702 | 29.65 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 2,316 | 1.31 | 175 | 21.53 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 6,731 | -59.83 | 501 | -51.41 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 99,998 | 3.52 | 7,558 | 24.19 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 25,642 | 8.45 | 1,938 | 30.15 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 199,181 | 2.90 | 14,548 | 19.30 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 24,500 | 0.00 | 1,852 | 19.96 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 2,702 | 0.00 | 204 | 20.00 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 101 | 7 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 28,093 | -0.27 | 2,123 | 19.67 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 8,818 | 666 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 15,469 | 20.05 | 1,124 | 38.59 | ||||
| 2025-07-15 | 13F | Floyd Financial Group Llc | 45,634 | -9.44 | 3,465 | 9.14 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 6,739 | 14.28 | 1 | |||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 2,696 | 204 | ||||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 43,425 | 14.76 | 3,152 | 44.74 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 2,677 | 202 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 246,900 | 18,661 | ||||||
| 2025-04-22 | 13F | Breakthru Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 8,006 | 1.41 | 605 | 21.73 | ||||
| 2025-04-15 | 13F | Collier Financial | 3,038 | 0.00 | 191 | -0.52 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 3,901 | 0.00 | 298 | 21.72 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 281 | 0.00 | 21 | 23.53 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 8,202 | 40.11 | 620 | 52.46 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 151,109 | -6.84 | 11,421 | 11.75 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6,364 | 6.80 | 481 | 28.00 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 14,281 | 1,079 | ||||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 100,945 | 42.30 | 7,629 | 70.71 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 529,578 | 19.04 | 40 | 42.86 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 3,624 | 7.19 | 274 | 28.17 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 44,815 | -10.90 | 3,277 | 3.41 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 82,451 | 46.18 | 6,232 | 75.37 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 26 | 0 | ||||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 2,925 | 221 | ||||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 8,921 | 42.19 | 674 | 70.63 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 8,043 | -2.64 | 507 | -3.44 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 3,821 | 8.37 | 289 | 29.73 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 513 | -13.05 | 39 | 2.70 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 63,970 | 6.28 | 4,835 | 27.51 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 5,665 | -93.23 | 428 | -91.88 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 1,671 | -7.27 | 126 | 11.50 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 42,120 | 3.54 | 3,183 | 24.24 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 6,000 | 453 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 555 | 0.00 | 42 | 20.59 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 300 | 0.00 | 23 | 22.22 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 26,584 | 9.48 | 2,010 | 31.39 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 35,191 | -0.11 | 3 | 0.00 | ||||
| 2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 17,282 | 1,306 | ||||||
| 2025-04-29 | 13F | Hm Payson & Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,296,382 | 20.13 | 173,561 | 44.12 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 154,302 | -2.50 | 11,662 | 16.97 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 3,300 | 249 | |||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 3,306 | -9.57 | 250 | 8.26 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 42,796 | 6.79 | 3,234 | 28.13 | ||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 3,991 | 5.14 | 302 | 25.94 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 12,850 | 108.43 | 971 | 150.26 | ||||
| 2025-04-28 | 13F | First Horizon Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 9,680 | 733 | ||||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 75 | 0.00 | 6 | 25.00 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 3,534 | 4.84 | 267 | 25.94 | ||||
| 2025-08-13 | 13F | ExodusPoint Capital Management, LP | 2,669 | 0 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 3,099 | 220 | ||||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 23,185 | 3,054.42 | 1,752 | 3,708.70 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 37,042 | -6.86 | 2,800 | 11.74 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 43,135 | -1.85 | 3,260 | 17.77 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 2,669 | 202 | ||||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 12,210 | 923 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 10,625 | 803 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 4,880 | -1.41 | 369 | 18.33 | ||||
| 2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 652 | -54.72 | 49 | -45.56 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 17,907 | 1,353 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 3,007 | 227 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,043,480 | 4.07 | 154,446 | 24.85 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 95,933 | -16.04 | 7,251 | 0.72 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 736 | 56 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 29,821 | -4.90 | 2,254 | 14.08 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 2,850 | -36.79 | 203 | -28.87 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 46,839 | -1.62 | 3,400 | 16.48 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 112,647 | 2.30 | 8,514 | 22.72 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 657,869 | 7.20 | 48,959 | 23.78 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 12,379 | 13.16 | 940 | 36.28 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 44,216 | -38.83 | 3,345 | -26.57 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 6,568 | 0.44 | 496 | 20.68 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 112,936 | 15.86 | 8,536 | 39.01 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 28,980 | -1.11 | 2,190 | 18.63 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 105,094 | -8.79 | 7,943 | 9.42 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 7,319 | 2.59 | 553 | 23.16 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 4,212 | 0.57 | 318 | 20.91 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 45,642 | 46.74 | 3,450 | 76.06 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 17,826 | -20.83 | 1,347 | -5.01 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 2,830 | 214 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 36,845 | 0.77 | 2,785 | 20.89 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 8,439 | 1.02 | 638 | 21.10 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 946,172 | 14.86 | 71,562 | 37.84 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 857 | 0.00 | 65 | 18.52 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 12,333,143 | 5.28 | 932,139 | 26.31 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 20,209 | -9.30 | 1,527 | 8.84 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 23,422 | 0.66 | 1,770 | 20.82 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 20,926 | -15.10 | 1,582 | 1.87 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 230 | 0.00 | 17 | 21.43 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 497,903 | 8.46 | 37,632 | 30.12 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 385 | 24 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 406 | 0.00 | 31 | 20.00 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 379 | 29 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 16,629 | 7.01 | 1,257 | 28.29 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10,464 | 13.31 | 791 | 35.97 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 50,244 | 7.54 | 3,797 | 29.02 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 3,127 | 236 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 9 | 0.00 | 1 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 15,425 | 2.58 | 1,166 | 23.02 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 250 | 0.00 | 19 | 20.00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 27 | 2 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | River Street Advisors LLC | 10,570 | 9.03 | 799 | 30.82 | ||||
| 2025-06-16 | 13F | Peterson Wealth Management | 21,479 | -21.90 | 1,353 | -22.42 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 38,742 | 66.94 | 2,928 | 100.21 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 523 | 40 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 52,641 | 10.50 | 3,979 | 32.56 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4,654 | 352 | ||||||
| 2025-07-31 | 13F | Mason & Associates Inc | 6,256 | 0.00 | 473 | 19.80 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 15,867 | 92.42 | 1,199 | 131.02 | ||||
| 2025-07-07 | 13F | Trust Co | 92 | 0.00 | 7 | 20.00 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 10,926 | 0.75 | 826 | 20.79 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 78 | 0.00 | 6 | 25.00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 79,508 | 14.72 | 6,009 | 37.63 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 145 | 281.58 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5,854 | 15.06 | 442 | 38.13 | ||||
| 2025-08-07 | 13F | Nwam Llc | 2,764 | 204 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 61,246 | 8.15 | 5 | 33.33 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 4,261 | 0.00 | 322 | 20.15 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 5,744 | 53.05 | 434 | 83.90 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 13,739 | 51.03 | 1,038 | 81.15 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 16,586 | 1.22 | 1,254 | 21.41 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4,859,814 | 17.17 | 367,305 | 40.57 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 76,198 | 5.44 | 5,758 | 26.49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,021,316 | 5.15 | 77 | 26.23 | ||||
| 2025-08-13 | 13F | Granite Investment Partners, LLC | 71,145 | 0.00 | 5,377 | 19.97 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Choate Investment Advisors | 2,933 | 222 | ||||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 6,875 | 520 | ||||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 85,824 | 6,487 | ||||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 101,200 | 345.81 | 7,649 | 434.83 | |||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 80,600 | 227.64 | 6,092 | 293.22 | |||
| 2025-08-11 | 13F | Principal Securities, Inc. | 55,885 | 19.17 | 4,224 | 41.95 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1,494 | 113 | ||||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 4,541 | 343 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 34,538 | 1.45 | 2,610 | 21.74 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 488,475 | 3.02 | 38,374 | 28.47 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,199 | 9.91 | 469 | 31.83 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 3,100 | 234 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 7,698 | 20.49 | 1 | |||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 4,293 | 324 | ||||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 24,082 | -2.82 | 1,796 | 15.05 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 501 | 38 | ||||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 3,600 | 0.00 | 272 | 20.35 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 5,048 | 12.00 | 382 | 34.63 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 840 | 0.00 | 63 | 21.15 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 17,348 | 19.20 | 1,311 | 43.12 | ||||
| 2025-04-22 | 13F | Jfs Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 81,330 | -15.98 | 6,146 | 0.79 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 92,574 | 1,422.60 | 6,997 | 1,726.63 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 811 | 27.72 | 61 | 52.50 | ||||
| 2025-08-11 | 13F | Sharpepoint Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 192 | 0.00 | 15 | 16.67 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 1 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 44,824 | 16.39 | 3,388 | 39.61 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 19,864 | 4.63 | 1,501 | 25.40 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 14,356 | 64.37 | 1,085 | 97.27 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 3,462 | 0.00 | 262 | 19.72 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 12,787 | 36.06 | 966 | 63.18 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 46,683 | 8.82 | 3,528 | 30.57 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 6,155 | -0.44 | 465 | 19.54 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,604 | -13.53 | 121 | 4.31 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 3,342 | -8.49 | 253 | 9.57 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 15,351 | 38.94 | 1,160 | 66.67 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 42,477 | 15.83 | 3,210 | 38.12 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 4,228 | 0.05 | 320 | 19.92 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 112 | 0.00 | 8 | 14.29 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 50 | 0.00 | 4 | 0.00 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 3,970 | 0.00 | 300 | 20.00 | ||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 4,727 | 0.00 | 357 | 20.20 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 6,605 | 0.00 | 499 | 19.95 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1,655 | 1,738.89 | 123 | 2,360.00 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 502 | 38 | ||||||
| 2025-04-15 | 13F | Greenwood Capital Associates Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 3,351 | 253 | ||||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 2,093 | 0.72 | 158 | 21.54 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 166,436 | -0.97 | 12,579 | 18.80 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 4,143 | 29.63 | 313 | 55.72 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 3,070 | 232 | ||||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 12,631 | -5.25 | 796 | -5.92 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 120,853 | 15.93 | 9,023 | 32.52 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 4,535,556 | 7,426.64 | 60 | -98.42 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 45 | 3 | ||||||
| 2025-07-25 | 13F | Clarendon Private LLC | 3,061 | 231 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 114 | -94.96 | 9 | 60.00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 2,751 | 0 | ||||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 202,681 | -3.14 | 15,319 | 16.20 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 6,810 | -1.96 | 515 | 17.62 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 25,888 | -13.36 | 1,957 | 3.93 | ||||
| 2025-07-02 | 13F | Neville Rodie & Shaw Inc | 65,144 | 30.79 | 5 | 33.33 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 296,637 | 27.85 | 22,420 | 53.38 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 36,726 | -1.67 | 2,776 | 17.98 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 33,368 | 2.35 | 2,522 | 22.80 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 8,876 | 671 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 810 | 130.77 | 0 | |||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 2,977 | 225 | ||||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 10,868 | 0.18 | 821 | 20.20 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 23,596 | -4.40 | 1,783 | 14.74 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 3,600 | -37.59 | 272 | -23.81 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | 14,100 | 1,066 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 6,835 | -2.58 | 517 | 16.74 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 56,596 | -6.87 | 4,278 | 11.73 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 8,656 | 1.30 | 654 | 21.56 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 35,528 | -0.51 | 2,685 | 19.39 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 16,425 | -0.65 | 1,241 | 19.21 | ||||
| 2025-04-14 | 13F | WFA Asset Management Corp | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 14,432 | -3.97 | 1,091 | 15.22 | ||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 11,158 | 0.00 | 843 | 20.09 | ||||
| 2025-07-23 | 13F | Rye Brook Capital LLC | 8,000 | 0.00 | 1 | |||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 31,512 | 219.85 | 2,382 | 284.03 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 31,723 | 16.16 | 2,126 | 23.60 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 4,692 | 5.53 | 349 | 23.76 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 11,312 | -85.96 | 1 | -100.00 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 270 | 58.82 | 20 | 100.00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5,645 | 23.41 | 427 | 47.92 | ||||
| 2025-08-07 | 13F | Commerce Bank | 7,299 | 5.04 | 552 | 26.09 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 95,243 | 110.99 | 7,198 | 153.18 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 67,334 | -0.16 | 5,113 | 25.88 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 10,078 | 2.15 | 762 | 22.54 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 93,825 | -0.84 | 7,091 | 18.96 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 18,710 | 1,414 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 2 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 27,380 | -0.15 | 2,069 | 19.80 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 3,932 | 297 | ||||||
| 2025-08-14 | 13F | Millennium Management Llc | 7,216 | -85.24 | 545 | -82.30 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 450 | 41.51 | 34 | 88.89 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 10,905 | 80.94 | 824 | 117.41 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 72,954 | 1.41 | 5,514 | 21.65 | ||||
| 2025-08-14 | 13F | Peak6 Llc | Call | 24,400 | 313.56 | 1,844 | 397.04 | |||
| 2025-08-14 | 13F | Peak6 Llc | Put | 1,600 | -57.89 | 121 | -49.79 | |||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 21,504 | 28.36 | 1,625 | 54.03 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 193,700 | -21.96 | 14,640 | -6.38 | |||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 143,405 | -0.83 | 10,839 | 18.97 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 109,012 | -6.09 | 8,239 | 12.68 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 80,500 | 12.27 | 6,084 | 34.69 | |||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 4,348 | 0.00 | 329 | 20.15 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 3,090 | 234 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 44,403 | 12.31 | 3,356 | 34.78 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 850 | 0.00 | 64 | 20.75 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 9,183 | -35.46 | 688 | -23.64 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 2,701 | 204 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5,159 | 0.06 | 390 | 20.06 | ||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 6,073 | 0.00 | 459 | 19.90 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 258,138 | 0.63 | 19,510 | 20.73 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 193 | 93.00 | 15 | 133.33 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 2,033 | -5.09 | 154 | 14.18 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 55,053 | 5.54 | 4,161 | 26.60 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 245,253 | 9.03 | 18,536 | 30.80 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 136,686 | -4.18 | 10,331 | 14.96 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 18,814 | 0.21 | 1,422 | 20.22 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 5,515 | 417 | ||||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 8,672 | -3.93 | 655 | 15.32 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 7,097 | 3.77 | 536 | 24.65 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 8,886 | 3.10 | 672 | 23.57 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 182 | 14 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 2,894 | -78.86 | 219 | -74.88 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6,512 | -13.98 | 492 | 3.36 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 502 | -98.91 | 38 | -98.73 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 25,864 | -0.35 | 1,955 | 19.51 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 4,750 | 0.00 | 0 | |||||
| 2025-05-06 | 13F | Obermeyer Wood Investment Counsel, Lllp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | LM Advisors LLC | 13,111 | 0.00 | 1 | |||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 9,163 | -6.05 | 693 | 12.70 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 4,506 | 21.59 | 341 | 45.92 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 3,825 | 289 | ||||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 13,100 | 0.00 | 990 | 20.00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 501 | 0.00 | 38 | 19.35 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 81,388 | 7.72 | 6,151 | 29.25 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 27,094 | -0.58 | 2,048 | 19.29 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 2,707 | 205 | ||||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 2,990 | 226 | ||||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 3,135 | 237 | ||||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 3,985 | -34.75 | 301 | -21.61 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 2,900 | 219 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 35,218 | 9.74 | 2,662 | 31.67 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3,056 | 231 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 7,364 | 19.97 | 1 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 309,681 | 4.72 | 23,406 | 25.62 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 3,307 | 0.00 | 250 | 19.71 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4,907 | 371 | ||||||
| 2025-07-25 | 13F | Hemington Wealth Management | 2,711 | 0.00 | 0 | |||||
| 2025-08-29 | 13F | Total Investment Management Inc | 181 | 14 | ||||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 39,725 | 3,001 | ||||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 190 | 0.00 | 14 | 27.27 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 4,309 | 0.14 | 326 | 19.93 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 8,972 | -5.28 | 678 | 13.76 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2,078 | -0.76 | 157 | 19.85 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 2,754 | 208 | ||||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 140 | -56.25 | 11 | -50.00 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 12,515 | 205.69 | 946 | 267.70 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 5,200 | 0.00 | 393 | 20.18 | ||||
| 2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 5,024 | 14.00 | 380 | 36.82 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 80 | 166.67 | 6 | 500.00 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 32,146 | -0.38 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 2,994 | -7.71 | 226 | 10.78 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 111,837 | 1.87 | 8,453 | 15.70 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 147,361 | -6.53 | 11,189 | 12.66 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 8,973 | 0.67 | 678 | 20.43 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 3,793 | 6.75 | 287 | 28.25 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 183 | -92.92 | 14 | -91.98 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 32,292 | -4.87 | 2,441 | 14.13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 1,289 | 97 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 173,470 | 22.37 | 13,111 | 46.81 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 6,465 | 5.98 | 489 | 27.08 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2,772 | -6.73 | 210 | 11.76 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 33,738 | 8.35 | 2,550 | 29.85 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 3,423 | -63.59 | 259 | -56.42 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 8,749 | 661 | ||||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 29,673 | 49.71 | 2,243 | 79.65 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 30 | 0.00 | 2 | 100.00 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 8,295 | 627 | ||||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 60,478 | 4,571 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 17,562 | 4.32 | 1,327 | 25.19 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 77 | 0.00 | 6 | 25.00 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 10,635 | 3.25 | 804 | 23.92 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 235 | 0.00 | 18 | 21.43 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 97,212 | 0.02 | 7,347 | 20.01 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 45,740 | 5.31 | 3,457 | 26.35 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 475 | 36 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 13,371 | 40.67 | 1 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 14,593 | 1,103 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 17,189 | 3.97 | 1,299 | 24.78 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 381,955 | -2.98 | 28,868 | 16.39 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 33,447 | -9.32 | 2,528 | 8.78 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 3,320 | 0.00 | 251 | 19.62 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 6,580 | -38.10 | 497 | -25.71 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1,520 | 115 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 23,796 | 2.12 | 1,799 | 22.48 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 6,813 | 11.07 | 515 | 33.16 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 191 | 0.00 | 14 | 16.67 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 14,376 | -2.48 | 1,087 | 16.15 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 242,212 | 71.75 | 18,306 | 106.06 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 8,736 | 98.95 | 660 | 139.13 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 327,325 | 23.74 | 24,739 | 48.45 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4,252 | 8.41 | 321 | 29.96 | ||||
| 2025-05-09 | 13F | Corbyn Investment Management Inc/md | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 453 | 34 | ||||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 71,167 | -7.85 | 5,379 | 10.54 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 341,479 | 8.87 | 26 | 31.58 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 104 | 0.00 | 8 | 16.67 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 3,489 | 264 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 20,401 | 19.38 | 1,542 | 43.22 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 137 | 10 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6,905 | 32.61 | 522 | 58.84 | ||||
| 2025-08-14 | 13F | Comerica Bank | 81,605 | 10.03 | 6,168 | 32.00 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 104 | 0.00 | 8 | 16.67 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 3,176 | 240 | ||||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 43 | 0.00 | 3 | 50.00 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 14,088 | -11.75 | 1,065 | 5.87 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 6,465 | 12.95 | 489 | 35.56 | ||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 90,881 | 103.94 | 6,869 | 144.67 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 45,954 | 52.41 | 3,473 | 82.89 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4,574 | 4.60 | 288 | 3.97 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 9,523 | -7.18 | 720 | 11.30 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 725 | 26.09 | 46 | 25.00 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 231 | 17 | ||||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 9,047 | 0.00 | 570 | 0.00 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 3,456 | 5.17 | 261 | 26.09 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 36,186 | -50.03 | 2,735 | -40.07 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 6,940 | -18.46 | 525 | -2.24 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 12,215 | 1.41 | 923 | 21.77 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 86,109 | -4.40 | 6,508 | 14.70 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 3,981 | 251 | ||||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 1,728 | 0.00 | 126 | 15.74 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 31,354 | -0.19 | 2,370 | 19.71 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 219,714 | -13.92 | 16,606 | 3.26 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1,791 | 0.11 | 135 | 20.54 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 98,743 | -14.06 | 7,463 | 3.09 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 17,904 | 77.71 | 1,353 | 113.41 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 9,840 | 25.59 | 744 | 50.71 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 23,447 | -0.60 | 1,772 | 19.25 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 125 | 0.00 | 9 | 28.57 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 87,678 | -21.72 | 6,627 | -6.09 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 3,707 | 280 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 33,850 | 12.80 | 2,558 | 35.34 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 26,177 | 19.75 | 1,978 | 43.65 | ||||
| 2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 1,296 | -65.04 | 98 | -53.59 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3,176 | 240 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 9,165 | -3.57 | 693 | 15.72 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 23,805 | -2.42 | 2 | 0.00 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 78,658 | 19.76 | 5,973 | 44.36 | ||||
| 2025-05-09 | 13F | Advyzon Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 19,541 | 1,477 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 49,982 | -24.50 | 3,778 | -9.42 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 300,065 | 0.29 | 22,679 | 20.31 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 600 | 0.00 | 45 | 21.62 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 125 | 0.00 | 9 | 28.57 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 115,237 | 0.10 | 8,710 | 20.09 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 3,919 | 0 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 11,823 | 785.62 | 894 | 963.10 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 7,407 | -3.89 | 551 | 13.40 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 78,894 | -9.13 | 5,963 | 9.01 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 170 | 0.00 | 13 | 20.00 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 33,024 | 351.02 | 2,496 | 441.43 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 107,900 | 48.21 | 8,155 | 77.82 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 14,991 | 64.39 | 1,133 | 97.39 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 585 | 0.00 | 44 | 18.92 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 11,400 | -70.08 | 862 | -64.12 | |||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 30,474 | 2.23 | 2,303 | 22.70 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 16,030 | 0.67 | 1,212 | 20.74 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 228,300 | -2.71 | 17,255 | 16.71 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1,034 | 0.00 | 78 | 20.00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,186 | 2,137.74 | 90 | 2,866.67 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 6,455 | -9.33 | 488 | 8.71 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 96 | 7 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 3,168 | 239 | ||||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 2,697 | 204 | ||||||
| 2025-07-22 | 13F | Clarius Group, LLC | 16,533 | 0.12 | 1,250 | 20.10 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 3,173 | 240 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 6,044 | 4.97 | 457 | 25.97 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 16,856 | 191.63 | 1,274 | 250.00 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 389 | 0.26 | 29 | 20.83 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 63,677 | -3.43 | 5 | 0.00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 35,075 | -0.61 | 2,651 | 19.21 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 79,390 | -4.72 | 6,000 | 14.31 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 3,545 | 264 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 133,301 | 90.63 | 9,944 | 124.42 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 25,000 | 1,890 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7,788,366 | 7.17 | 588,645 | 28.57 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 7,700 | 574 | |||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 12,321 | 0.00 | 931 | 19.97 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 2,900 | 216 | |||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 2,468 | 187 | ||||||
| 2025-07-15 | 13F | LeConte Wealth Management, LLC | 71,669 | -26.80 | 5,417 | -12.19 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 55,623 | -0.55 | 4,204 | 19.30 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 7,755 | -3.09 | 586 | 16.27 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 20,478 | 2.61 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 10,162 | -0.27 | 768 | 19.81 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 26,167 | 2.19 | 1,978 | 22.57 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1,120 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 3,016 | 0.00 | 228 | 19.47 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 3,002 | 227 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 91,625 | 902.24 | 6,813 | 1,072.46 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 27,435 | -4.23 | 2,075 | 14.97 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 6,067 | 459 | ||||||
| 2025-07-09 | 13F | Sunpointe, LLC | 5,951 | 0.00 | 450 | 20.05 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 16,033 | 3.89 | 1,212 | 24.59 | ||||
| 2025-07-22 | 13F | FFG Partners, LLC | 7,829 | 1.71 | 592 | 22.11 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Kercheville Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 66,656 | -9.38 | 5,038 | 8.72 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 15,744 | 2.71 | 1,190 | 23.21 | ||||
| 2025-08-14 | 13F | UBS Group AG | 5,564,735 | 2.77 | 420,583 | 23.29 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 12,560 | 5.59 | 949 | 26.70 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 5,560 | -5.92 | 420 | 12.90 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 9,349 | -1.47 | 707 | 18.26 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 830 | 0.00 | 63 | 19.23 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 653,877 | 6.87 | 49,420 | 28.21 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 107,879 | 49.79 | 8,162 | 79.74 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 7,256 | -12.54 | 1 |
