Mga Batayang Estadistika
| Pemilik Institusional | 1996 total, 1961 long only, 10 short only, 25 long/short - change of 4.75% MRQ |
| Alokasi Portofolio Rata-rata | 0.7855 % - change of 18.29% MRQ |
| Saham Institusional (Jangka Panjang) | 283,145,195 (ex 13D/G) - change of 8.75MM shares 15.91% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 49,711,911 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF (MX:RSP) memiliki 1996 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 283,197,019 saham. Pemegang saham terbesar meliputi Morgan Stanley, Northwestern Mutual Wealth Management Co, Bank Of America Corp /de/, Invesco Ltd., Texas Permanent School Fund, Goldman Sachs Group Inc, UBS Group AG, Wells Fargo & Company/mn, State Of Wisconsin Investment Board, and Jpmorgan Chase & Co .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF (BMV:RSP) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 31,498 | -27.87 | 5,724 | -24.33 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 20,155 | 45.72 | 3,663 | 52.84 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 12,369 | 4.82 | 2,248 | 9.93 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 4,021 | -9.44 | 731 | -5.07 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 28,520 | 6.58 | 5,183 | 11.82 | ||||
| 2025-08-14 | 13F | SummitTX Capital, L.P. | 6,202 | -76.89 | 1,127 | -75.75 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 3,712 | -6.03 | 675 | -1.46 | ||||
| 2025-05-15 | 13F | Ubs Oconnor Llc | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-15 | 13F | Davidson Kempner Capital Management Lp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 3,748 | 0.00 | 681 | 4.93 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 55,920 | -24.38 | 10,163 | -20.67 | ||||
| 2025-05-15 | 13F | Ubs Oconnor Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-18 | 13F | Vicus Capital | 181,248 | 4.90 | 32,940 | 10.06 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 10,507 | 15.37 | 1,910 | 21.05 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 5,365 | 2.17 | 975 | 7.15 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 3,600 | 23.54 | 654 | 29.76 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 23,231 | 5.09 | 4,222 | 10.26 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 2,204 | 7.51 | 401 | 12.68 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5,069,864 | -3.63 | 921,397 | 1.10 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 15,100 | -34.63 | 2,744 | -32.20 | ||||
| 2025-07-24 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 410,330 | 57.15 | 72,395 | 53.88 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 34,169 | 0.06 | 6,210 | 4.97 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 267,572 | 6.25 | 185,435 | 325.07 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 1,969 | 0.36 | 358 | 5.31 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 152,206 | 12.28 | 27,662 | 17.80 | ||||
| 2025-05-29 | 13F | Plum Street Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 19,618 | -12.33 | 3,565 | -8.02 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 96,971 | -8.61 | 17,623 | -4.12 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 4,040 | -43.05 | 734 | -40.23 | ||||
| 2025-08-14 | 13F | Hudson Bay Capital Management LP | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 27,689 | -3.17 | 5,060 | 2.16 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 8,870 | -0.72 | 1,612 | 4.20 | ||||
| 2025-04-04 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | JBF Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 25,217 | 4.73 | 4,583 | 9.88 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 9,832 | -10.58 | 1,787 | -6.20 | ||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 1,174 | -2.89 | 213 | 1.91 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 13,103 | 0.00 | 2,407 | 6.08 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 255,476 | -3.81 | 46,430 | 0.91 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 121,317 | -26.94 | 22,048 | -23.35 | ||||
| 2025-08-11 | 13F | Citigroup Inc | Put | 350,000 | -36.36 | 63,609 | -33.24 | |||
| 2025-08-11 | 13F | Citigroup Inc | Call | 100,000 | 0.00 | 18,174 | 4.91 | |||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 165,476 | -2.47 | 30,074 | 2.32 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 4,223 | -5.12 | 1 | |||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 59,317 | 3.22 | 10,780 | 8.29 | ||||
| 2025-08-11 | 13F | Battery Global Advisors, LLC | 12,655 | 0.40 | 2,300 | 5.31 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 456 | 83 | ||||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 207 | 0.00 | 38 | 5.71 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 5,929 | 0.90 | 1,078 | 5.90 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 2,068 | 0.00 | 380 | 9.51 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 1,169 | -9.10 | 212 | -4.50 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 472,132 | 2.55 | 85,805 | 7.59 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 612 | 49.63 | 111 | 58.57 | ||||
| 2025-08-05 | 13F | Capital Management Associates /ny/ | 7,500 | 0.00 | 1,363 | 4.93 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 17,779 | 1,192.08 | 3,231 | 1,257.56 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 46 | 360.00 | 8 | 700.00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1,348,253 | 16.03 | 245,031 | 21.73 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 14,713 | -44.64 | 2,720 | -39.39 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 97,477 | 54.55 | 17,715 | 62.15 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 13,658 | -4.40 | 2,482 | 0.32 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 5,383 | 21.57 | 1 | |||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 2,465 | 0.00 | 448 | 4.93 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 21,786 | 7.73 | 3,959 | 13.02 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 6,387 | -10.55 | 1,161 | -6.15 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 131,952 | -13.94 | 23,981 | -9.71 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 26,315 | 0.26 | 4,782 | 5.19 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 96,749 | 19.85 | 17,583 | 25.75 | ||||
| 2025-08-12 | 13F | Close Asset Management Ltd | 3,800 | 0.00 | 1 | |||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 2,550 | 0.00 | 463 | 4.99 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 1,591 | 0.00 | 289 | 5.09 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 39,350 | 9.97 | 7,154 | 15.35 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 1,975 | 0.00 | 359 | 4.68 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 22,083 | 8.76 | 4,013 | 14.10 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 5,205 | 0.00 | 946 | 4.88 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 18,099 | 37.56 | 3,289 | 44.32 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 4,450 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Avant Capital LLC | 6,704 | -9.92 | 1,218 | -5.51 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 25 | 0.00 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 4,889 | 13.51 | 889 | 19.03 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 2,750 | -48.11 | 476 | -43.06 | ||||
| 2025-08-14 | 13F | Port Capital LLC | 87,951 | 0.37 | 15,984 | 5.30 | ||||
| 2025-07-31 | 13F | Boothe Investment Group, Inc. | 6,278 | -9.64 | 1,141 | -5.24 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1,151 | 0.00 | 208 | 5.58 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 31,871 | -13.57 | 5,792 | -9.33 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 9,163 | -0.03 | 1,665 | 4.91 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 2,032 | 369 | ||||||
| 2025-08-07 | 13F | Cambridge Financial Group, Inc. | 160 | 0.00 | 29 | 7.41 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 2,441 | 0.00 | 444 | 4.98 | ||||
| 2025-08-08 | 13F | Mason Street Advisors, Llc | 133,100 | 0.00 | 24,190 | 4.91 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 190 | -41.90 | 35 | -39.29 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 4,647 | -76.76 | 845 | -75.64 | ||||
| 2025-04-30 | 13F | Index Fund Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Axecap Investments, LLC | 5,547 | 1,008 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 12,059 | 20.28 | 2,192 | 26.21 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 2,458 | -7.45 | 447 | -3.04 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 57,426 | 15.88 | 10,437 | 21.58 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 7,474 | -5.33 | 1,358 | -0.66 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 3,527 | 48.69 | 641 | 50.94 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 16,113 | -0.80 | 3 | 0.00 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 15,637 | -1.79 | 2,842 | 3.01 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 3,996 | -19.40 | 726 | -15.38 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 1,726 | -99.59 | 314 | -99.57 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 127,816 | 3.59 | 23,229 | 8.67 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 59,473 | 6.21 | 10,809 | 11.42 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 1,953 | 0.41 | 355 | 5.36 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Call | 46,600 | 50.32 | 8,469 | 57.71 | |||
| 2025-08-14 | 13F | Elevatus Welath Management | 1,342 | 244 | ||||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Put | 34,100 | 97.11 | 6,197 | 106.84 | |||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 2,758 | 9.71 | 501 | 15.17 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 2,097 | 9.33 | 381 | 14.76 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 23,603 | -14.34 | 4,290 | -10.14 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 12,305 | 6.99 | 2,236 | 12.25 | ||||
| 2025-04-23 | 13F | Chevy Chase Trust Holdings, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 289 | -85.61 | 0 | |||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 7,949 | 18.93 | 1,445 | 24.81 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 14,840 | -2.32 | 2,697 | 2.51 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 16,366 | 1.79 | 2,971 | 8.67 | ||||
| 2025-05-13 | 13F | Prudential Financial Inc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | BW Gestao de Investimentos Ltda. | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3,217 | 0.94 | 585 | 5.80 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 3,154 | -33.59 | 573 | -26.44 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 532,828 | -8.83 | 96,836 | -4.35 | ||||
| 2025-07-17 | 13F | Sfm, Llc | 2,630 | 478 | ||||||
| 2025-07-30 | NP | TAX - Cambria Tax Aware ETF | 4,307 | -5.03 | 760 | -7.10 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 58,910 | -0.70 | 10,706 | 4.17 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 1,150 | 209 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,481 | -1.33 | 269 | 3.86 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-03-27 | NP | SBTAX - Westwood Broadmark Tactical Plus Fund A Class Shares | 102,546 | 95.29 | 18,585 | 106.27 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 640 | 0.00 | 116 | 5.45 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 3,757 | -8.68 | 683 | -4.21 | ||||
| 2025-07-17 | 13F | City Holding Co | 52 | 9 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 5,948 | 1,081 | ||||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 282 | 0.00 | 51 | 6.25 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 2,200 | -29.03 | 400 | -25.70 | |||
| 2025-08-13 | 13F | Summit Financial, LLC | 170,894 | 16.04 | 31,058 | 21.75 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 184,983 | 14.83 | 33,619 | 20.47 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 6 | 0.00 | 1 | 0.00 | ||||
| 2025-05-13 | 13F | Old Point Trust & Financial Services N A | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Associated Banc-corp | 3,779 | 0.00 | 687 | 4.89 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 24 | 0.00 | 4 | 0.00 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 1,990 | 62.85 | 362 | 80.10 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 53 | 0.00 | 10 | 0.00 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 1,400 | 0.00 | 254 | 4.96 | |||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 4,114 | 0.17 | 748 | 7.02 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 2,522 | 5.08 | 437 | 3.81 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 42,717 | 156.05 | 7,763 | 168.71 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 260,888 | 6.38 | 47,414 | 11.60 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 10,919 | -2.91 | 1,984 | 4.31 | ||||
| 2025-07-23 | 13F | Monte Financial Group, LLC | 4,071 | -1.36 | 740 | 10.13 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 2,120 | 0.00 | 348 | -3.06 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 7,921 | -8.89 | 1,440 | -4.45 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 5,823 | -19.37 | 1,058 | -15.43 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 6,949 | -2.22 | 1,263 | 2.52 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 14,718 | -0.07 | 2,675 | 4.82 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 16,699 | 10.63 | 3,035 | 16.07 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 15,967 | 0.09 | 2,902 | 4.99 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 55,760 | -3.54 | 10,134 | 1.20 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 1,778 | -13.44 | 323 | -9.01 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 1,540 | -1.91 | 0 | |||||
| 2025-07-11 | 13F | Brendel Financial Advisors LLC | 7,198 | 257.22 | 1 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 20,746 | -77.87 | 3,771 | -76.78 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 53,004 | 11.60 | 9,633 | 17.08 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 6,052 | -14.29 | 1,100 | -10.14 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 11,468 | 0.00 | 2 | 100.00 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 11,120 | -5.60 | 2,021 | -0.98 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9,590 | -10.94 | 1,743 | -6.60 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 69,709 | 9.33 | 12,669 | 14.69 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 1,401 | 0.00 | 255 | 4.96 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 3,404 | 0.06 | 619 | 4.92 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 14,205 | 2.79 | 2,538 | 6.02 | ||||
| 2025-07-10 | 13F | McHugh Group, LLC | 33,094 | -1.18 | 6,015 | 3.67 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 7,850 | 7.23 | 1,427 | 12.46 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 4,711 | 15.69 | 856 | 24.24 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 72,839 | 8.59 | 13,393 | 15.26 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 1,856 | 0.43 | 337 | 5.31 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 2,854 | -12.91 | 519 | -8.64 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 4,295 | -4.66 | 781 | 0.00 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 771 | -88.56 | 140 | -88.00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 24,108 | 18.74 | 4,451 | 29.21 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 3,964,548 | -0.57 | 720,517 | 4.31 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 4,043 | -12.89 | 735 | -8.71 | ||||
| 2025-07-28 | 13F | Prairie Sky Financial Group LLC | 42,134 | 0.10 | 7,657 | 5.02 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Highlander Partners, L.P. | 9,900 | 0.00 | 1,799 | 4.96 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 4,107 | 0.00 | 746 | 4.92 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 19,867 | -12.81 | 3,611 | -8.51 | ||||
| 2025-07-25 | 13F | Bricktown Capital, LLC | 1,308 | 0.00 | 238 | 4.87 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 32,213 | -1.23 | 5,854 | 3.63 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 19,847 | 2.58 | 4 | 0.00 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 48,060 | -3.73 | 8,734 | 0.99 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 229,646 | 70.90 | 41,736 | 79.30 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 36,820 | -0.02 | 6,692 | 4.89 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 3,046 | 24.12 | 554 | 30.12 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 410 | 15.49 | 75 | 21.31 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 9,663 | 18.65 | 1,756 | 23.06 | ||||
| 2025-08-14 | 13F | Junto Capital Management LP | 2,032,491 | 40.61 | 369,385 | 47.51 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 2,031 | 5.45 | 369 | 10.81 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 2,463 | 3.84 | 448 | 9.02 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 11,226 | 8.51 | 2,040 | 13.84 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3,218 | -6.89 | 585 | -2.34 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 6,104 | 2.30 | 1,109 | 7.36 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 78,860 | 0.42 | 14,332 | 5.36 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 17,639 | 6.89 | 3,206 | 12.14 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 6,898 | -56.97 | 1,254 | -54.86 | ||||
| 2025-08-14 | 13F | Anson Funds Management LP | Put | 50,000 | 9,087 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 4,540 | 185.53 | 825 | 200.00 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 55,226 | 6.71 | 10,037 | 11.96 | ||||
| 2025-08-14 | 13F | American Trust Investment Advisors, LLC | 1,706 | -49.56 | 310 | -47.01 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 97,750 | 0.57 | 18 | 6.25 | ||||
| 2025-07-18 | 13F | Hudson Value Partners, LLC | 3,670 | 0.05 | 667 | 4.88 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 17,339 | 1.59 | 3,185 | 7.64 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 744 | 47.62 | 135 | 55.17 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 3,731 | -1.66 | 678 | 3.20 | ||||
| 2025-05-14 | 13F | Estate Counselors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12,568 | 1.08 | 2,356 | 10.67 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 11,965 | 0.00 | 2,175 | 4.92 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 6,281 | -2.64 | 1,142 | 2.15 | ||||
| 2025-08-12 | 13F | Del-Sette Capital Management, LLC | 5,650 | -88.78 | 1,027 | -88.24 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 1,768 | -26.15 | 321 | -22.46 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1,152 | 57,500.00 | 209 | |||||
| 2025-05-01 | 13F | Reyes Financial Architecture, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Donald L. Hagan, LLC | 3,991 | -45.71 | 725 | -43.05 | ||||
| 2025-08-14 | 13F | Massar Capital Management, LP | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 29,288 | -1.07 | 5,323 | 3.78 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2,133 | -96.32 | 388 | -96.19 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 20,927 | 4.12 | 3,803 | 9.25 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 38,233 | -1.35 | 6,949 | 3.50 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 228,450 | -5.48 | 41,518 | -0.84 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 12,991 | 3.42 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 174,316 | 21.21 | 31,680 | 27.16 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 27,550 | 0.00 | 5,007 | 4.90 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 95,159 | -6.44 | 17,294 | -1.84 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 4,155 | -31.93 | 755 | -28.57 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 2,628 | -9.29 | 478 | -4.79 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 7,350 | 0.00 | 1,336 | 4.87 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 12,410 | -0.89 | 2 | 0.00 | ||||
| 2025-08-19 | 13F | Marex Group plc | 3,988 | 725 | ||||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 146,008 | -26.67 | 26,535 | -23.07 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 1,421 | 258 | ||||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 22,806 | 7.11 | 4,145 | 12.36 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 1,563 | 284 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 811 | -14.00 | 147 | -9.82 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 3,969 | 0.71 | 721 | 5.72 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 345,279 | 59.35 | 62,751 | 67.18 | ||||
| 2025-08-18 | NP | GVEQX - Government Street Equity Fund | 12,000 | -43.93 | 2,181 | -41.19 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 1,275 | 58.39 | 230 | 66.67 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 5,724 | -42.30 | 1,040 | -39.46 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 10,544 | 15.21 | 1,939 | 28.26 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 4,476 | 73.56 | 813 | 82.29 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 3,134 | 6.24 | 570 | 11.57 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1,629 | 0.06 | 296 | 4.96 | ||||
| 2025-08-11 | 13F | Waratah Capital Advisors Ltd. | Put | 0 | -100.00 | 0 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 3,950 | 0.00 | 718 | 4.82 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 98,295 | -2.25 | 17,864 | 2.55 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 1,200 | 218 | ||||||
| 2025-07-29 | 13F | Nicholson Wealth Management Group, LLC | 3,289 | -0.87 | 598 | 4.01 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 12,645 | 0.00 | 2,231 | -2.11 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 1,514 | 0.66 | 275 | 5.77 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 96,755 | -1.87 | 17,584 | 2.95 | ||||
| 2025-07-14 | 13F | Edge Wealth Management LLC | 3,231 | -2.94 | 588 | 1.91 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 1,499 | -14.29 | 0 | |||||
| 2025-07-16 | 13F | American National Bank | 4,541 | 6.62 | 825 | 11.94 | ||||
| 2025-05-14 | 13F | West Chester Capital Advisors, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 63,717 | -4.86 | 11,580 | -0.19 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 13,946 | -4.54 | 2,535 | 0.16 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 3,100 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 74,910 | -10.91 | 13,614 | -6.54 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 99,456 | -31.26 | 18,075 | -27.88 | ||||
| 2025-07-11 | 13F | Bell Bank | 286,004 | 51,978 | ||||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 172,506 | 190.85 | 31,351 | 205.15 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 2,277 | 414 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 6,902 | 47.10 | 1,254 | 54.43 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 51,830 | 3.06 | 9,420 | 8.13 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 1,238 | 0.65 | 225 | 5.16 | ||||
| 2025-07-14 | 13F | Steigerwald, Gordon & Koch Inc. | 1,754 | 6.69 | 319 | 11.97 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 26,157 | 22.66 | 4,754 | 28.70 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 79,996 | 5.45 | 14,538 | 10.63 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 16,387 | 1.32 | 2,978 | 6.32 | ||||
| 2025-08-01 | 13F | Mizuho Markets Americas Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 37,432 | -3.80 | 6,803 | 0.92 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 18,927 | -31.06 | 3,440 | -27.68 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 7,829 | 0.22 | 1,423 | 5.10 | ||||
| 2025-05-15 | 13F | Hbk Investments L P | Put | 0 | -100.00 | 0 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 2,213 | -25.14 | 402 | -21.48 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2,409 | -2.07 | 438 | 1.39 | ||||
| 2025-04-02 | 13F | Global Wealth Strategies & Associates | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Bfsg, Llc | 1,717 | -8.77 | 312 | -4.31 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 5,467 | -8.24 | 994 | -3.78 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 471,910 | 7.76 | 85,765 | 13.05 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 3,598 | 0.00 | 654 | 4.82 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 1,286 | -28.28 | 234 | -24.84 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 1,896 | 0.00 | 328 | 0.00 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 10,215 | 0.86 | 1,856 | 5.82 | ||||
| 2025-07-30 | 13F | MTC Wealth Management LLC | 47,048 | -2.35 | 8,551 | 2.44 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 797 | 0.00 | 145 | 4.35 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 4,126 | -0.58 | 750 | 4.32 | ||||
| 2025-08-14 | 13F | Pentwater Capital Management LP | Put | 0 | -100.00 | 0 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 5,918 | -0.55 | 1,075 | 4.37 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 110,929 | -27.00 | 20,160 | -23.42 | ||||
| 2025-07-09 | 13F | Orser Capital Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 86,736 | -36.26 | 15,948 | -32.34 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 163,949 | 17.60 | 29,785 | 24.45 | ||||
| 2025-08-14 | 13F | Erste Asset Management GmbH | 188,560 | -1.57 | 34,269 | 414.38 | ||||
| 2025-04-11 | 13F | LPF Advisors LLC | 1,210 | -3.12 | 210 | -4.13 | ||||
| 2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 5,096 | 0.00 | 926 | 4.99 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 5,989 | -2.04 | 1,088 | 2.74 | ||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 23,848 | 1.89 | 4,334 | 6.91 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 34,190 | -0.96 | 6,214 | 9.15 | ||||
| 2025-05-13 | 13F | HighTower Advisors, LLC | Call | 0 | -100.00 | 0 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 5,953 | 0.00 | 1,082 | 4.85 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 1,545 | 0.00 | 281 | 4.87 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 2,400 | 0.00 | 436 | 5.06 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 168,046 | -0.82 | 29,111 | -0.81 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 21,587 | 0.00 | 3,923 | 4.92 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 4,634 | 4.11 | 842 | 9.21 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 6,872 | 5.92 | 1,249 | 11.13 | ||||
| 2025-05-15 | 13F | Point72 Europe (London) LLP | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 3,293 | 14.82 | 599 | 20.56 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 24,221 | -7.30 | 4,402 | -2.74 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 1,359 | 0.52 | 247 | 5.13 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 1,166 | 0.00 | 212 | 4.98 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 11,380 | -0.09 | 2,068 | 4.82 | ||||
| 2025-04-22 | 13F | Verde Servicos Internacionais S.A. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Kopp Family Office, LLC | 75,435 | 306.00 | 13,710 | 326.01 | ||||
| 2025-07-23 | 13F | Massachusetts Wealth Management | 4,679 | 3.89 | 850 | 8.97 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8,350 | -20.90 | 1,518 | -17.01 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 4,008 | -1.01 | 728 | 3.85 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 308 | 30.51 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 6,034 | 0.00 | 1,097 | 4.88 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 38,539 | -5.60 | 7,004 | -0.96 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 183,091 | 322.40 | 33,275 | 343.18 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 1,125 | 204 | ||||||
| 2025-05-15 | 13F | Hbk Investments L P | Call | 0 | -100.00 | 0 | ||||
| 2025-04-09 | 13F | Selway Asset Management | 3,088 | -18.48 | 535 | -19.46 | ||||
| 2025-08-12 | 13F | Main Management LLC | 178,091 | 1.42 | 32 | 6.67 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 380,120 | -7.71 | 69,083 | -3.18 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2,075 | -6.28 | 374 | -2.35 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 60,990 | -11.08 | 11,084 | -6.71 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 7,647 | 40.57 | 1,390 | 50.81 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 194,901 | -2.52 | 35,421 | 2.26 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 4,497 | 0.00 | 817 | 4.88 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 19,436 | 0.00 | 3,532 | 4.93 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 2,941 | 0.27 | 534 | 5.12 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 95,969 | 6.13 | 17,441 | 11.23 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 21,977 | -15.50 | 3,994 | -11.34 | ||||
| 2025-05-16 | 13F | Temasek Holdings (Private) Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 4,070 | 740 | ||||||
| 2025-08-08 | 13F | Beck Bode, LLC | 4,609 | -32.36 | 838 | -29.07 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 3,226 | 0.00 | 586 | 10.36 | ||||
| 2025-08-12 | 13F | Prudential Plc | 1,135 | -17.15 | 206 | -13.08 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 2,700 | 491 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 54,970 | -1.53 | 10,187 | 5.35 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 2,364 | 2.96 | 430 | 8.06 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Camden Capital, LLC | 5,060 | 1.81 | 920 | 6.86 | ||||
| 2025-07-24 | 13F | Bender Robert & Associates | 1,274 | 232 | ||||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 624 | 2.97 | 113 | 8.65 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 3,970 | 12.88 | 721 | 18.39 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 80,039 | 4.22 | 14,546 | 9.34 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 4,455 | 2.02 | 810 | 7.01 | ||||
| 2025-08-13 | 13F | Cutler Capital Management, LLC | 560 | 102 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 25,013 | 11.46 | 4,333 | 10.17 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 30 | 0.00 | 5 | 0.00 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 68,366 | 0.00 | 12,425 | 4.91 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 1,136 | 206 | ||||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 3,268 | 1.24 | 594 | 8.21 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 5,085 | 0.75 | 881 | -2.98 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 4,000 | 0.00 | 727 | 4.91 | ||||
| 2025-04-23 | 13F | St. Johns Investment Management Company, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 139 | 0.00 | 25 | 4.17 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 454 | 0.00 | 83 | 5.13 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 14,557 | -5.78 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | Put | 12,500 | 0.00 | 2,272 | 4.90 | |||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 1,831 | 333 | ||||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 14,633 | 23.44 | 2,659 | 29.52 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 4,037 | -0.07 | 734 | 4.86 | ||||
| 2025-08-13 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 2,082,000 | 91.89 | 378,383 | 101.32 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 56 | 0.00 | 10 | 11.11 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 8,286 | 8.26 | 1,506 | 13.58 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 38,899 | 7 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 867,080 | -5.65 | 157,583 | -1.01 | ||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 34,850 | 1.16 | 6,149 | -0.95 | ||||
| 2025-05-12 | 13F | Fiduciary Family Office, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 20,126 | -1.14 | 3,658 | 3.72 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 4,862 | 0.41 | 884 | 5.37 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 49,074 | -23.72 | 8,919 | -19.97 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 170,989 | 1,434.36 | 31,076 | 1,510.10 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 5,279 | 2.35 | 959 | 7.39 | ||||
| 2025-08-13 | 13F | Nbw Capital Llc | 1,926 | 350 | ||||||
| 2025-07-25 | 13F | Cascade Investment Advisors, Inc. | 1,314 | 0.00 | 239 | 4.85 | ||||
| 2025-07-29 | 13F | Easterly Investment Partners Llc | 6,700 | 1,218 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 4,295 | -39.24 | 781 | -36.27 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 16,615 | 3,020 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 783,662 | -16.28 | 142,423 | -12.17 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 21,571 | 3.67 | 3,920 | 8.77 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 24,451 | 13.60 | 4,444 | 19.18 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 41,840 | -0.05 | 7,604 | 4.87 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 10,456 | 6.72 | 1,900 | 11.96 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | TFB Advisors LLC | 5,253 | 4.10 | 955 | 9.15 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 8,063 | 135.00 | 1,465 | 146.63 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 125,029 | -31.66 | 22,726 | -28.29 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 6,279 | 11.23 | 1,141 | 15.37 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 16,195 | 2,943 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 2,104 | 0.00 | 382 | 4.95 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 840 | -23.22 | 153 | -19.58 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 130,255 | 23.52 | 23,673 | 29.59 | ||||
| 2025-05-15 | 13F | Polar Asset Management Partners Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 28,285 | 9.27 | 5,141 | 14.63 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 3,127 | 15.60 | 568 | 21.37 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 3,422 | -27.21 | 622 | -23.71 | ||||
| 2025-08-08 | 13F | Westwood Holdings Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 12,403 | 4.81 | 2,254 | 10.00 | ||||
| 2025-08-14 | 13F | Basswood Capital Management, L.l.c. | Put | 207,300 | 4,325.70 | 37,675 | 4,545.38 | |||
| 2025-07-10 | 13F | Wedmont Private Capital | 3,182 | -4.33 | 588 | 9.11 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 2,800 | -73.80 | 509 | -72.56 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | Put | 700 | 0.00 | 12,722 | 4.91 | |||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3,184,827 | 35.79 | 578,810 | 42.46 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 557 | 0.00 | 101 | 5.21 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 1,891 | 0.00 | 344 | 4.89 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 10,120 | 45.03 | 1,839 | 52.24 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 116,486 | -10.75 | 21,390 | -5.39 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 188,981 | 1,856.12 | 34,345 | 1,952.90 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 2,746 | -14.21 | 499 | -2.54 | ||||
| 2025-08-08 | 13F | EagleClaw Capital Managment, LLC | 11,180 | 6.48 | 2,032 | 11.72 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 438,618 | 4.32 | 79,714 | 9.45 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 1,457 | 11.56 | 265 | 16.81 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 89,400 | 16,248 | ||||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 28,237 | -3.00 | 5,132 | 1.77 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 2,157 | 2.37 | 392 | 7.69 | ||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 12,500 | 2,272 | ||||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 1,119 | 203 | ||||||
| 2025-07-23 | 13F | First Merchants Corp | 12,730 | -5.49 | 2,314 | -0.86 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 35,721 | 1,122.07 | 6,492 | 1,182.81 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 2,433 | -81.11 | 442 | -80.19 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 32,201 | 0.10 | 5,852 | 5.03 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 16,860 | 0.10 | 3,064 | 5.04 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 9,397 | 21.96 | 1,708 | 27.96 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 2,965 | 539 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 11,763 | 3.26 | 2,138 | 8.31 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 13,831 | -1.37 | 2,514 | 3.46 | ||||
| 2025-08-14 | 13F | Tandem Wealth Advisors LLC | 71,863 | 18.02 | 13,060 | 24.00 | ||||
| 2025-05-05 | 13F | Carmel Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 48,894 | -36.23 | 9 | -38.46 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 80,887 | -93.54 | 14,700 | -93.23 | ||||
| 2025-08-14 | 13F | Graham Capital Management, L.P. | 48,100 | -7.50 | 8,742 | -2.95 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 192,095 | 1.97 | 34,911 | 6.98 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 50 | 0.00 | 9 | 12.50 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 102,307 | 4.64 | 18,593 | 9.79 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 1,091,000 | -70.93 | 198,278 | -69.51 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 558,700 | -42.56 | 101,538 | -39.73 | |||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 5,106 | 66.64 | 928 | 74.91 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 253,073 | 0.47 | 46 | 4.65 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 12,917 | 0.95 | 2,348 | 5.91 | ||||
| 2025-08-14 | 13F | Shay Capital LLC | Put | 1,400 | 0.00 | 254 | 4.96 | |||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 1,519 | 276 | ||||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 1,842 | 1.15 | 335 | 6.03 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 20 | -78.49 | 4 | -81.25 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 970 | -7.97 | 176 | -3.30 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 18,832 | -0.93 | 3,473 | 11.86 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 328,181 | 25.31 | 59,644 | 31.46 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 31,923 | -2.88 | 5,802 | 1.88 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 13,224 | 0.84 | 2,403 | 5.81 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 46,742 | 26.67 | 8,495 | 32.88 | ||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 3,779 | -23.89 | 687 | -20.23 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 36,472 | -2.10 | 6,628 | 2.71 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 6,074 | 0.00 | 1 | 0.00 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 2,127 | 0 | ||||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 727 | 0.00 | 132 | 5.60 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 640 | -3.76 | 116 | 0.87 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 15 | -11.76 | 3 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 16,527 | 7.41 | 3,004 | 12.68 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 1,171 | 0.00 | 213 | 4.95 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 45 | 0.00 | 8 | 14.29 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 244,515 | 104.76 | 44,438 | 114.82 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3,273 | 7.28 | 595 | 12.50 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 15,527 | 2,822 | ||||||
| 2025-05-15 | 13F | Centiva Capital, LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 165,134 | -2.05 | 30,342 | 9.76 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 2,249 | -48.29 | 0 | |||||
| 2025-04-29 | 13F | Core Alternative Capital | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 13,615 | -24.76 | 2,474 | -21.06 | ||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 1,157 | 217 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 49,510 | -14.45 | 8,998 | -11.27 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 28,448 | -43.35 | 5,170 | -40.57 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 1,714 | 0.00 | 312 | 5.07 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 78,594 | 15.18 | 14,284 | 20.84 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 33 | 0.00 | 6 | -89.09 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 1,955 | -23.00 | 359 | -18.96 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 55,988 | -13.32 | 10,175 | -6.06 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 1,491 | 0.00 | 271 | 4.65 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 2,342 | 5.40 | 426 | 10.68 | ||||
| 2025-07-11 | 13F | Bridge Creek Capital Management LLC | 2,132 | 5.23 | 387 | 10.57 | ||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 5,767 | 0.00 | 1,048 | 4.90 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 23,525 | -1.16 | 4,275 | 3.69 | ||||
| 2025-05-15 | 13F | Cubist Systematic Strategies, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,106,984 | 25.31 | 201,274 | 31.47 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 1,440 | 0.00 | 249 | -1.19 | ||||
| 2025-04-25 | 13F | K.J. Harrison & Partners Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 15,347 | -17.83 | 2,789 | -13.79 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 6,859 | -20.54 | 1,246 | -16.66 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 11,731 | -6.99 | 2,132 | -2.38 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 319,942 | 37.25 | 58,171 | 44.04 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 146,633 | -10.26 | 26,651 | -5.85 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 15,460 | -76.82 | 2,810 | -75.69 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 4,661 | -11.77 | 847 | -7.43 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 22,196 | 5.00 | 3,845 | 3.81 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 61,649 | 197.10 | 11,204 | 211.74 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 49,875 | 20.21 | 9,064 | 26.12 | ||||
| 2025-06-17 | 13F | Ridgepath Capital Management LLC | 34,916 | 466.17 | 6,048 | 460.00 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 1,248 | -10.79 | 227 | -6.61 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 21,502 | -83.44 | 3,916 | -82.91 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Yakira Capital Management, Inc. | 3,411 | 620 | ||||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 6,020 | 0.00 | 1,094 | 4.99 | ||||
| 2025-08-06 | 13F | Equity Investment Corp | 21,369 | 0.40 | 3,884 | 5.32 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 384,939 | -0.50 | 69,959 | 4.39 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 3,020 | 0.40 | 549 | 17.09 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 2,470 | 0.00 | 449 | 4.92 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 2,806 | -7.27 | 510 | -2.86 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 17,596 | -0.39 | 3,198 | 4.51 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 10,131 | -36.17 | 1,841 | -33.03 | ||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 49,302 | -4.47 | 8,960 | 0.23 | ||||
| 2025-08-14 | 13F | Acas, Llc | 4,688 | 0.00 | 879 | 11.13 | ||||
| 2025-04-21 | 13F | Harrell Investment Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Lcnb Corp | 15,184 | -24.68 | 2,760 | -20.99 | ||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 19,069 | 560.51 | 3,466 | 593.00 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 5,756 | 53.49 | 1,046 | 61.17 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 10,180 | -87.63 | 1,850 | -87.03 | ||||
| 2025-08-13 | 13F | ExodusPoint Capital Management, LP | 150,000 | 27 | ||||||
| 2025-05-16 | 13F/A | Mbb Public Markets I Llc | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 637,006 | -2.15 | 115,769 | 2.65 | ||||
| 2025-08-13 | 13F | JPB Foundation | 1,100,000 | 199,914 | ||||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 101,000 | 0.40 | 18,356 | 5.33 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 531,112 | 96,524 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 43,302 | -11.95 | 7,913 | -7.11 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 2,119 | -49.22 | 385 | -46.68 | ||||
| 2025-08-15 | 13F | Fairfield, Bush & Co. | 2,734 | 0.00 | 497 | 4.86 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 247,987 | -19.45 | 45,069 | -15.50 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 86,883 | 0.00 | 16 | 0.00 | ||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 21,410 | 21.30 | 3,891 | 27.28 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,371,794 | -9.07 | 249,310 | -4.61 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 2,340 | 100.86 | 425 | 111.44 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 40,305 | -8.05 | 7,325 | -3.54 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 12,246 | -5.65 | 2,226 | -1.02 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 22 | 4 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-05-15 | 13F | Parallax Volatility Advisers, L.P. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Yelin Lapidot Holdings Management Ltd. | 81,510 | -16.37 | 14,814 | -12.26 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 11,235 | 30.25 | 2,042 | 36.61 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 1,122 | -11.79 | 204 | -7.73 | ||||
| 2025-05-15 | 13F | Hillman Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 74,027 | -49.88 | 13,454 | -47.42 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 19,735 | 0.00 | 3,587 | 4.92 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 40,388 | -4.15 | 7,340 | 0.56 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 88,482 | 12.02 | 16,081 | 17.53 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 3,047 | 0.00 | 554 | 4.93 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 1,329,740 | -0.09 | 241,667 | 4.82 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 149,273 | -38.46 | 27,129 | -35.44 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 3,439 | 24.69 | 625 | 31.03 | ||||
| 2025-08-14 | 13F | Cypress Asset Management Inc/tx | 8,777 | -0.17 | 1,595 | 4.73 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 60,241 | 76.98 | 10,948 | 85.69 | ||||
| 2025-07-23 | 13F | Waycross Investment Management Co | 4,533 | -8.37 | 824 | -3.86 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1,210 | -11.03 | 220 | -6.81 | ||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 5,419 | 0.00 | 985 | 4.90 | ||||
| 2025-07-30 | 13F | Meadow Creek Wealth Advisors Llc | 14,584 | 6.60 | 2,650 | 11.86 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 986,210 | 34.33 | 179,312 | 41.05 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 21 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 12,803 | 2 | ||||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 13,981 | 0.00 | 2,541 | 4.92 | ||||
| 2025-08-14 | 13F | PointState Capital LP | Put | 0 | -100.00 | 0 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 1,915 | -1.95 | 348 | 2.96 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 82,170 | 3.35 | 14,959 | 8.59 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 53,219 | 97.97 | 9,672 | 107.71 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 13,732 | -1.46 | 2,496 | 3.36 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 6,504 | 0.00 | 1,182 | 4.97 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 95,662 | 3.13 | 17,386 | 8.20 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 33,779 | 2.53 | 6,139 | 7.55 | ||||
| 2025-04-11 | 13F | Unique Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 32,544 | -0.87 | 5,915 | 3.99 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 3,631 | 3.51 | 660 | 8.57 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 18,223 | -12.54 | 3,312 | -8.26 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 6,205 | 0.80 | 1,128 | 5.72 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 720 | 0.00 | 131 | 4.84 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Chai Trust Co Llc | 1,865,494 | 0.00 | 76,075 | 19.24 | ||||
| 2025-08-07 | 13F | Nwam Llc | 4,446 | -12.36 | 824 | -6.26 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 4,336 | 3.09 | 788 | 8.24 | ||||
| 2025-07-30 | 13F | Lafayette Investments, Inc. | 3,832 | 0.52 | 696 | 5.45 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 2,306 | 0.00 | 419 | 5.01 | ||||
| 2025-07-08 | 13F | Mad River Investors | 1,508 | 0.00 | 274 | 4.98 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,101,387 | -31.04 | 381,861 | -27.66 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 26,250 | -2.46 | 4,771 | 2.34 | ||||
| 2025-07-16 | 13F | Banque Pictet & Cie Sa | 7,425 | 0.00 | 1,349 | 4.90 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 5,545 | 1.39 | 1,008 | 6.34 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 409 | 0.00 | 74 | 5.71 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 69,228 | 5.96 | 12,582 | 11.17 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 3,087 | 0.85 | 561 | 5.85 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 43,292 | 4.73 | 7,868 | 9.87 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 231,534 | 35.70 | 42,079 | 42.36 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 9,777 | -10.04 | 1,777 | -5.63 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,702 | -3.98 | 1,582 | 0.76 | ||||
| 2025-08-14 | 13F | Atom Investors LP | 60,792 | 11,048 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 13,157 | 30.16 | 2,423 | 38.64 | ||||
| 2025-08-15 | 13F | Pine Ridge Advisers LLC | 71,640 | 574.26 | 13,020 | 607.55 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 1,697 | 0.00 | 308 | 5.12 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 7,591 | 0.00 | 1,380 | 4.95 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 33,364 | -15.52 | 6 | 0.00 | ||||
| 2025-08-04 | 13F | Lathrop Investment Management Corp | 6,563 | 9.58 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 5,611 | 5.49 | 1,020 | 10.64 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 3,852 | 700 | ||||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 8,289 | -4.64 | 1,507 | 0.07 | ||||
| 2025-05-15 | 13F | Soros Fund Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 3,849 | 0.34 | 699 | 6.55 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,077 | 19.67 | 196 | 25.64 | ||||
| 2025-08-06 | 13F | Raelipskie Partnership | 97,770 | 10.19 | 17,769 | 15.61 | ||||
| 2025-07-24 | 13F | Strong Tower Advisory Services | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 6,034 | -12.97 | 1,097 | -8.74 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 14,848 | 0.24 | 2,699 | 5.19 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 32,369 | -2.21 | 5,883 | -0.03 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 43,882 | 56.77 | 7,975 | 64.50 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 1,401 | 0.00 | 255 | 4.96 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 2,038 | 0.74 | 370 | 5.71 | ||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 43,611 | 7.82 | 7,926 | 13.12 | ||||
| 2025-04-16 | 13F | Sanchez Wealth Management Group | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 15,252 | 2,772 | ||||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 17,230 | -27.78 | 3,131 | -24.24 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1,146 | -0.09 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 64,360 | 74.62 | 11,697 | 83.21 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 6,141 | 28.34 | 1,064 | 35.24 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 10,379 | -13.49 | 1,886 | -9.24 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 5,785 | -2.85 | 1,051 | 1.94 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 104 | 19 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 22,616 | -86.26 | 4,110 | -85.58 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aft, Forsyth & Sober, LLC | 95,250 | 1.06 | 17,311 | 6.03 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 16,799 | -1.34 | 3,053 | 3.53 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 87,554 | 7.06 | 15,912 | 12.32 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 83,826 | -18.23 | 15,234 | -8.43 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 3,000 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Betterment LLC | 3,135 | 1.62 | 1 | |||||
| 2025-08-13 | 13F | Advisory Research Inc | 10,394 | 0.02 | 1,889 | 4.94 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 273,981 | -23.59 | 49,793 | -19.84 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 9,916 | 18.63 | 1,802 | 24.45 | ||||
| 2025-08-14 | 13F | Bluefin Capital Management, Llc | 5,837 | 1,061 | ||||||
| 2025-07-23 | 13F | Element Wealth, LLC | 1,137 | 207 | ||||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 12,547 | -3.62 | 2,280 | 1.11 | ||||
| 2025-08-14 | 13F | Landmark Investment Partners, L.p. | Put | 73,400 | 13,340 | |||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 34,194 | 1.08 | 6,214 | 6.04 | ||||
| 2025-07-30 | 13F | Ardent Capital Management, Inc. | 7,655 | 0.00 | 1,391 | 4.90 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 12,476 | 9.67 | 2,267 | 15.08 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 6,614 | -0.27 | 1,202 | 4.70 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 28,475 | 5.33 | 5,175 | 10.53 | ||||
| 2025-08-14 | 13F | Perbak Capital Partners LLP | 294,791 | 53,575 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 22,533 | -41.39 | 4,095 | -38.51 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 4,794 | 21.27 | 1 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5,502 | 1.18 | 1,000 | 6.27 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 3,175 | 577 | ||||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 800 | 0.00 | 145 | 5.07 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 1,635 | 297 | ||||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio | 26,700 | 0.00 | 4,852 | 4.91 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 3,233 | 0.25 | 588 | 5.20 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 177 | 0.00 | 32 | 6.67 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 145,938 | 141,587.38 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 28,718 | 9.81 | 5,219 | 15.21 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 348,451 | -0.67 | 63,327 | 4.21 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 9,522 | -1.04 | 1,731 | 3.84 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 2,140 | 0.00 | 389 | 4.86 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 43,623 | 127.70 | 7,928 | 138.94 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1,841 | 0.22 | 335 | 5.03 | ||||
| 2025-05-15 | 13F | Point72 Asset Management, L.P. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 30,063 | -3.41 | 5,464 | 1.34 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 1,500 | -90.91 | 273 | -90.48 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 54,369 | -2.43 | 9,881 | 2.37 | ||||
| 2025-07-17 | 13F | Consolidated Capital Management, Llc | 125,151 | 6.34 | 22,745 | 11.56 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 147,713 | 1.22 | 26,845 | 6.19 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 220,300 | 1.42 | 40,037 | 6.41 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 1,646 | -16.40 | 304 | -10.85 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 3,440 | -24.01 | 625 | -20.28 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 52,601 | -2.52 | 9,560 | 2.27 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 57,626 | 0.28 | 10,473 | 5.20 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 1,505 | 5.17 | 274 | 10.53 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 4,371 | 0.00 | 794 | 4.89 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 433,620 | -12.38 | 78,806 | -8.07 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 39,682 | 2.88 | 7,212 | 7.93 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 8,500 | 1,545 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 49,380 | 9.56 | 8,554 | 8.32 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 87,106 | 5.06 | 15,831 | 10.22 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 66,563 | 8.41 | 12,097 | 13.74 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 2,610 | -0.76 | 474 | 4.18 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 2,331 | 9.64 | 424 | 14.95 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 6,921 | 2.55 | 1,258 | 7.53 | ||||
| 2025-04-14 | 13F | IMC-Chicago, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Forefront Wealth Management Inc. | 1,194 | 0.08 | 217 | 4.85 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 26,873 | -1.02 | 4,884 | 3.83 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 121,986 | -55.16 | 22,170 | -52.96 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 5,657 | -3.56 | 1,028 | 1.18 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2,418 | 566.12 | 439 | 608.06 | ||||
| 2025-06-27 | NP | OTTRX - Otter Creek Long/Short Opportunity Fund Institutional Class | Short | -28,000 | -9.39 | -4,736 | 12.82 | |||
| 2025-04-24 | NP | PWTAX - UBS U.S. Allocation Fund Class A | 37,240 | 39.89 | 6,710 | 34.34 | ||||
| 2025-07-23 | 13F | Rye Brook Capital LLC | 19,550 | -6.68 | 4 | 0.00 | ||||
| 2025-05-15 | 13F | Benchmark Investment Advisors LLC | 4,330 | -0.23 | 750 | -1.32 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 165,203 | 4.80 | 30,024 | 9.95 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 33,590 | 4.35 | 6,105 | 9.47 | ||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 169,407 | 20.49 | 30,788 | 26.41 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 2,920 | 0.27 | 531 | 5.16 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 33,388 | 21.27 | 6,068 | 27.24 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 5,803 | -4.78 | 1,055 | -0.09 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 6,408 | 1,165 | ||||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 4,498 | 5.29 | 817 | 10.41 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 1,445 | 10.73 | 263 | 15.93 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 65,860 | 11,969 | ||||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 31,765 | 43.72 | 5,773 | 50.78 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Charter Research & Investment Group, Inc. | 5,061 | 16.94 | 920 | 22.70 | ||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 3,745 | 0.05 | 681 | 4.94 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 4,616 | 0.00 | 839 | 4.88 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 16,850 | -0.86 | 3,062 | 4.01 | ||||
| 2025-05-15 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 12,069 | 7.81 | 2,193 | 13.10 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 2,606 | -0.65 | 474 | 4.19 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 7,461 | -10.12 | 1,356 | -5.71 |
