Mga Batayang Estadistika
| Pemilik Institusional | 861 total, 860 long only, 0 short only, 1 long/short - change of -5.58% MRQ |
| Alokasi Portofolio Rata-rata | 0.6190 % - change of -9.74% MRQ |
| Saham Institusional (Jangka Panjang) | 162,357,093 (ex 13D/G) - change of -64.50MM shares -28.43% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 9,812,136 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares, Inc. - iShares MSCI Emerging Markets ex China ETF (US:EMXC) memiliki 861 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 162,357,093 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Bank of New York Mellon Corp, Old Mission Capital Llc, Northern Trust Corp, BlackRock, Inc., Teacher Retirement System Of Texas, Ameriprise Financial Inc, Northwestern Mutual Wealth Management Co, Morgan Stanley, and Victory Capital Management Inc .
Struktur kepemilikan institusional iShares, Inc. - iShares MSCI Emerging Markets ex China ETF (NasdaqGM:EMXC) 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%.
The share price as of September 5, 2025 is 64.40 / share. Previously, on September 9, 2024, the share price was 59.10 / share. This represents an increase of 8.97% over that period.
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.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
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
untuk membuka data premium dan mengekspor ke Excel 
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 11,296 | -83.95 | 713 | -81.61 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 43,570 | -82.69 | 2,751 | -80.16 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 72,478 | -6.58 | 4,576 | 10.19 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 15,088 | -56.27 | 953 | -49.89 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 866 | 0.12 | 55 | 14.89 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hudock, Inc. | 4,004 | -0.35 | 253 | 14.03 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 16,411 | -12.40 | 1,036 | 0.39 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 12,743 | -10.37 | 805 | 2.68 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 41,650 | -0.00 | 2,629 | 14.60 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 41,109 | 11.06 | 2,596 | 27.27 | ||||
| 2025-05-12 | 13F | Private Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 120,427 | 86.75 | 7,604 | 114.05 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 6,999 | -87.90 | 442 | -86.16 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 792,256 | 2.55 | 50,023 | 17.54 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 3,399 | -81.72 | 215 | -79.10 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 32,861 | 1.60 | 2,075 | 16.45 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4,563,872 | -12.72 | 288,163 | 0.03 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 4,959 | 0.00 | 313 | 14.65 | ||||
| 2025-05-12 | 13F | Beaumont Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 16,632 | -5.67 | 1,050 | 8.14 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 180,174 | 4.71 | 11,376 | 20.01 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 19,563 | 0.00 | 1,235 | 14.67 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 9,184 | 0.69 | 580 | 15.34 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6,998 | -5.41 | 442 | 8.35 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 5,096 | 37.36 | 322 | 57.35 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 111,509 | -13.69 | 7,041 | -1.08 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 31,929 | 16.31 | 2,016 | 33.27 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 30,838 | -29.97 | 1,946 | -19.92 | ||||
| 2025-08-25 | NP | MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class | 325,778 | 0.00 | 20,570 | 14.61 | ||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 10,665 | 0.00 | 588 | -0.68 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 4,080 | -88.91 | 258 | -87.31 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 716 | 0.00 | 45 | 15.38 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 4,921 | 311 | ||||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 24,078 | -9.21 | 1,326 | -9.80 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 12,586 | 699 | ||||||
| 2025-05-07 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9,385 | -3.86 | 593 | 10.24 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3,783 | -72.96 | 239 | -69.09 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 5,393 | -75.47 | 349 | -71.90 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 110,737 | -9.57 | 6,992 | 3.63 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 8,331 | -89.46 | 526 | -87.92 | ||||
| 2025-08-12 | 13F | Camden National Bank | 61,105 | 11.36 | 3,858 | 27.66 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5,758 | 3.80 | 364 | 19.02 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,844,253 | -67.01 | 179,586 | -62.19 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 3,362 | -32.53 | 212 | -22.63 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Annie E. Casey Foundation, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 18,331 | 1,160 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 12,997 | 821 | ||||||
| 2025-05-06 | 13F | WT Wealth Management | 36,298 | -30.13 | 2,000 | -30.59 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 113,962 | -42.53 | 7,196 | -34.13 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 59,924 | 18,626.25 | 3,784 | 22,152.94 | ||||
| 2025-07-29 | 13F | Mutual Of America Capital Management Llc | 325,778 | 0.00 | 20,570 | 14.61 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 3,305 | 209 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3,191 | 201 | ||||||
| 2025-04-21 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 112 | 0.00 | 7 | 16.67 | ||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 995,690 | -13.89 | 62,868 | -1.31 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 10,061 | -91.81 | 635 | -90.61 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 339,800 | 21,455 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 516,228 | -4.04 | 32,595 | 9.98 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 3,551 | 224 | ||||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 5,251 | 0.00 | 332 | 14.53 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 3,895 | -65.19 | 246 | -60.23 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 3,482 | 7.47 | 220 | 23.03 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 103 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 64,299 | 0.51 | 4,060 | 15.18 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 14,426 | 9.22 | 911 | 25.17 | ||||
| 2025-08-07 | 13F | PFG Advisors | 33,180 | 2,095 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 23,102 | -64.05 | 1,465 | -58.10 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 50,876 | -1.37 | 3,212 | 13.06 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 40,061 | -35.75 | 2,529 | -26.35 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 99,098 | 30.76 | 6,257 | 49.87 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 30,031 | 0.23 | 1,896 | 14.91 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | AMG National Trust Bank | 19,462 | -2.23 | 1,229 | 12.04 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 4,211 | 266 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 29,669 | 1,873 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 237,992 | -88.92 | 15 | -87.29 | ||||
| 2025-05-09 | 13F | Frazier Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 8,784 | 0.00 | 555 | 14.70 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 4 | -99.65 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 765,607 | -51.55 | 48 | -44.83 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 13,883 | -23.34 | 877 | -12.14 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 8,488 | -1.43 | 536 | 12.87 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 4,259 | -51.97 | 269 | -45.08 | ||||
| 2025-04-22 | 13F | Denver Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Partners in Financial Planning | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 171,196 | -17.78 | 10,809 | -5.76 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 38,069 | -76.02 | 2,404 | -72.52 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 174,727 | -2.38 | 11,032 | 11.89 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 158,850 | -48.42 | 10,010 | -40.99 | ||||
| 2025-08-14 | 13F | Comerica Bank | 46,409 | -22.89 | 2,930 | -11.61 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 4,000 | 0.00 | 253 | 14.55 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 103,601 | -9.95 | 6,541 | 3.20 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 8,370 | 0.70 | 529 | 15.54 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 8,417 | 5.91 | 531 | 21.51 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 12,661 | -80.09 | 799 | -76.77 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 9,777 | 617 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 3,188 | 201 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 114 | -73.61 | 7 | -69.57 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 4,302 | -79.02 | 272 | -76.00 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 7,758 | -27.29 | 490 | -16.70 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 21,600 | 66.10 | 1,364 | 90.36 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 65,046 | -4.53 | 4,107 | 9.43 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 633,429 | 39,995 | ||||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 3,360 | 212 | ||||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 53,214 | 10.26 | 3,360 | 26.37 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 732 | 1.10 | 40 | 0.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 232 | -96.97 | 15 | -96.67 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 266 | 17 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 350,954 | -54.79 | 22 | -50.00 | ||||
| 2025-04-25 | 13F | Capital Advisors Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 84,787 | -16.69 | 5,353 | -4.51 | ||||
| 2025-05-28 | 13F | GK Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Seascape Capital Management | 297,964 | 6.08 | 19 | 20.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 64,929 | -77.91 | 4,100 | -74.68 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3,486 | -93.03 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 4,930 | 0.00 | 311 | 14.76 | ||||
| 2025-05-19 | 13F | Ubs Asset Management Americas Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 18,030 | -90.23 | 1,138 | -88.81 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 40,480 | 0.31 | 2,556 | 14.93 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 54,550 | -9.92 | 3 | 0.00 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 115,825 | 7,313 | ||||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 56,601 | -0.64 | 3,574 | 13.86 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Warner Financial, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 22,126 | 1.08 | 1,396 | 19.21 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 3,401 | -74.39 | 215 | -70.73 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 13,900 | 878 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 12,096 | -61.88 | 764 | -56.35 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 317,476 | 0.52 | 20,045 | 15.21 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 8,889 | 561 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 8,375 | 25.32 | 527 | 43.21 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 6,793 | 1.87 | 437 | 30.93 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 20,750 | 1,310 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 82,504 | -4.23 | 5,209 | 9.78 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 27,846 | 1,758 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 58,690 | -5.98 | 3,706 | 7.77 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 19,547 | -92.89 | 1,234 | -91.85 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 131,958 | -2.14 | 8,332 | 11.42 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 20,723 | 141.95 | 1,308 | 177.71 | ||||
| 2025-07-07 | 13F | Lwm Advisors Inc | 3,588 | 0.00 | 227 | 8.65 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 278,826 | -3.79 | 17,605 | 10.27 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 14,919 | -0.21 | 942 | 14.46 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1,324 | 11.17 | 84 | 27.69 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 32,983 | -95.33 | 2,083 | -94.64 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 293,793 | -4.15 | 18,550 | 9.86 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 35,812 | 0.00 | 2,261 | 14.66 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 3,232 | 204 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 4 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 10,070 | 636 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,367 | -78.99 | 0 | |||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 346 | -96.78 | 22 | -96.45 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 85 | 1.19 | 5 | 25.00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7,754 | -25.30 | 490 | -14.36 | ||||
| 2025-05-05 | 13F | Jackson Creek Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Provident Co of the Employees of the Hebrew University LTD | 46,933 | 4.10 | 2,965 | 19.46 | ||||
| 2025-04-21 | 13F | Compass Capital Corp /ma/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 70,582 | -70.34 | 4,457 | -66.01 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 26,367 | 0.00 | 1,665 | 14.60 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 157 | 0.00 | 10 | 12.50 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 52 | 0.00 | 3 | 50.00 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 3,535 | 223 | ||||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 9,000 | 568 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 77,221 | 3.21 | 4,876 | 18.30 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 11,986 | -0.58 | 757 | 13.86 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1,780,243 | 1,166.91 | 112,405 | 1,352.06 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4,221 | -61.49 | 266 | -55.89 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 553,856 | -5.34 | 34,970 | 8.49 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 2,677 | 19.62 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 56,129 | -6.88 | 3,544 | 6.75 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 11,289 | 11.46 | 713 | 27.83 | ||||
| 2025-05-27 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 647,956 | -22.71 | 35,696 | -23.21 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 30,550 | -60.90 | 1,929 | -55.20 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 3,690 | 0.00 | 233 | 14.29 | ||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 81,312 | 13.32 | 5,134 | 29.91 | ||||
| 2025-07-18 | 13F | United Bank | 747,969 | -0.57 | 47,227 | 13.96 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 15 | 0.00 | 1 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 28,794 | 0.66 | 1,818 | 15.43 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 10,406 | -77.31 | 657 | -73.99 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 506 | 32 | ||||||
| 2025-05-14 | 13F | Quest Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Hudson Value Partners, LLC | 3,800 | 0.00 | 240 | 14.35 | ||||
| 2025-06-02 | 13F/A | Modern Wealth Management, LLC | 33,575 | 25.89 | 1,850 | 25.10 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1,368 | -75.83 | 86 | -72.35 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 124,212 | 3.52 | 8 | 16.67 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 445,056 | 28,101 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 839 | 252.52 | 53 | 300.00 | ||||
| 2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 38,290 | 0.00 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 6,977 | 82.41 | 441 | 109.52 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 10,964 | -1.53 | 692 | 12.89 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 11 | 1 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 237,090 | -0.40 | 15,278 | 10.69 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 729,475 | 7.91 | 46,205 | 23.39 | ||||
| 2025-05-05 | 13F | Hollencrest Capital Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 2,055 | 0.00 | 130 | 14.16 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1,747 | 0.00 | 110 | 14.58 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 53,601 | -4.27 | 3,384 | 9.73 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 3,792 | -75.48 | 239 | -71.95 | ||||
| 2025-04-10 | 13F | SMI Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 18,365 | -0.50 | 984 | -3.81 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 100,599 | 11.90 | 6 | 50.00 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 3,226 | 204 | ||||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 156,173 | 9,861 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,360,297 | -4.51 | 85,889 | 9.44 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 12,313 | 3.81 | 777 | 18.99 | ||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 101,921 | 0.76 | 6,435 | 15.49 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 10,885 | 0.99 | 687 | 15.85 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 127,019 | 2.93 | 8,020 | 17.96 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 100 | 0.00 | 6 | 20.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 6,031 | -1.47 | 381 | 12.76 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 3,343 | 211 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 12,275 | -55.43 | 775 | -49.25 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Alerus Financial Na | 30 | 2 | ||||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 15,486 | 978 | ||||||
| 2025-07-11 | 13F | Lantz Financial LLC | 4,181 | -87.00 | 264 | -85.16 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 160,221 | -1.42 | 10,116 | 12.99 | ||||
| 2025-08-14 | 13F | KADENSA CAPITAL Ltd | 58,352 | 3,684 | ||||||
| 2025-07-10 | 13F | Envision Financial LLC | 73,649 | -0.05 | 4,650 | 14.56 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 50,114 | 4.86 | 3,164 | 20.21 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 3,875 | 133.86 | 245 | 168.13 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 11,472 | -34.20 | 724 | -24.58 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 37,527 | -1.94 | 2,369 | 12.38 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 107,972 | -79.34 | 6,817 | -76.33 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 23,347 | -2.91 | 1,474 | 11.33 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 98,312 | 15.71 | 6,207 | 32.63 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 282,988 | -8.99 | 17,868 | 4.30 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 56,825 | 7.36 | 3,588 | 23.05 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 832 | 80.09 | 53 | 108.00 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 26,968 | -4.59 | 1,486 | -5.23 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 5,800 | -3.73 | 366 | 10.57 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 7,401 | -2.12 | 467 | 12.26 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 7,851 | -57.26 | 496 | -51.04 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 64,756 | 0.70 | 4,089 | 15.42 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 13,838 | -0.39 | 874 | 14.12 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 11,449 | -73.20 | 723 | -69.32 | ||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 5,179 | -56.66 | 327 | -50.30 | ||||
| 2025-08-15 | 13F | Johns Hopkins University | 1,423,744 | 0.00 | 89,895 | 14.61 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 42,527 | -59.04 | 2,685 | -53.06 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 53,860 | 0.22 | 3 | -99.90 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 32,139 | -89.72 | 2,029 | -88.22 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 31,107 | -48.03 | 1,964 | -44.52 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3,770 | -48.79 | 238 | -41.23 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 48,864 | -27.69 | 3,085 | -17.14 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 137 | 0.00 | 9 | 14.29 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1,240 | 78 | ||||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 494,666 | -1.23 | 31,233 | 13.21 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 154,910 | 10.45 | 9,781 | 26.60 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 7,252 | 7.48 | 458 | 23.18 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 4,448 | 0.25 | 281 | 14.75 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 4,806 | 0.00 | 265 | 0.00 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 174,646 | 5.90 | 11,027 | 21.38 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 30,484 | -0.42 | 1,925 | 14.12 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 7,113 | 0.17 | 449 | 14.83 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 90,659 | -11.78 | 5,724 | 1.11 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 41,823 | -30.03 | 2,641 | -19.83 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 21,828 | -11.88 | 1,378 | 1.03 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 18,642 | 0.00 | 1,104 | 8.55 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 5,351 | 31.54 | 338 | 50.45 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 188,560 | 2.85 | 11,906 | 17.88 | ||||
| 2025-08-05 | 13F | Artemis Wealth Advisors, LLC | 390,345 | 0.15 | 24,646 | 14.78 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 355,903 | 20,194 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 60 | 0.00 | 3 | 0.00 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8,086 | 511 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 1,720,019 | -1.07 | 108,602 | 13.38 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 64,146 | -32.97 | 4,050 | -23.16 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 44,247 | 1.60 | 2,794 | 16.42 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 8,674 | -0.86 | 548 | 13.72 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 425,416 | 3.02 | 26,861 | 18.08 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 3,355 | 564.36 | 212 | 681.48 | ||||
| 2025-04-30 | 13F | Personal Cfo Solutions, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 5,159 | -75.24 | 284 | -75.41 | ||||
| 2025-08-14 | 13F | Banco BTG Pactual S.A. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 15,023 | -51.68 | 949 | -44.63 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 314 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 12,347 | 0.16 | 780 | 14.73 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 12,710 | 24.80 | 803 | 42.96 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 7,163 | -20.91 | 452 | -9.24 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 30,850 | -11.31 | 1,948 | 1.62 | ||||
| 2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 14,958 | -34.00 | 824 | -34.39 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 539,252 | -0.91 | 34,048 | 13.57 | ||||
| 2025-08-12 | 13F | Prudential Plc | 925,500 | 2,157.32 | 58,436 | 2,487.95 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3,453 | 218 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 163,525 | 0.15 | 10,325 | 14.79 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 3,848,874 | -37.65 | 243,018 | -28.54 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 42,150 | 4.01 | 2,322 | 1.57 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2,040 | -50.89 | 129 | -43.86 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 70,459 | 0.87 | 4,449 | 15.59 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 61,835 | 5.25 | 3,904 | 20.64 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 43,335 | -70.33 | 2,736 | -65.99 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 19,909 | -52.75 | 1,257 | -45.84 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 9,997 | -79.94 | 631 | -77.01 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 498 | -47.80 | 31 | -40.38 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 12,668 | -31.88 | 799 | -21.97 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 41,421 | 24.22 | 2,615 | 42.43 | ||||
| 2025-07-16 | 13F | Bestgate Wealth Advisors, LLC | 19,788 | 0.00 | 1,090 | 0.00 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 12,657 | 630.77 | 799 | 741.05 | ||||
| 2025-08-14 | 13F | Soros Fund Management Llc | 354,686 | 0.00 | 22,395 | 14.61 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 48,043 | -50.14 | 3,033 | -42.86 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 215 | 0.47 | 14 | 18.18 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 30,199 | 1,907 | ||||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 101,171 | 4.96 | 6,388 | 20.28 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 243,985 | 6.12 | 15,405 | 21.57 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 3,444 | -16.33 | 190 | -17.11 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-03 | 13F | First Hawaiian Bank | 52,658 | 2.55 | 2,901 | 1.86 | ||||
| 2025-07-17 | 13F | Campion Asset Management LLC | 19,275 | 0.82 | 1,217 | 15.57 | ||||
| 2025-07-21 | 13F | F&V Capital Management, LLC | 7,820 | 0.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 70,500 | -22.11 | 4,451 | -10.73 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 3,240 | 205 | ||||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 102,112 | -1.33 | 6,447 | 13.09 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 697,282 | 0.16 | 44,026 | 14.79 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 6,294 | -75.15 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,439 | 91 | ||||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 2,672 | -31.71 | 169 | -21.86 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 9,672 | -58.98 | 611 | -53.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4,748,018 | -29.06 | 300,169 | -18.60 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 94,574 | -44.44 | 5,971 | -36.32 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 693 | 63.44 | 44 | 86.96 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 7,462 | -4.42 | 471 | 9.53 | ||||
| 2025-05-12 | 13F | Fiduciary Family Office, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 45 | 0.00 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 32,264 | 18.10 | 2,037 | 35.35 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 6,390 | 0.00 | 403 | 14.49 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 94 | -97.12 | 6 | -97.21 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 4,907 | 7.56 | 310 | 23.11 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 10,365 | 654 | ||||||
| 2025-07-07 | 13F | Bangor Savings Bank | 460 | -72.04 | 29 | -67.78 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 20,235 | 430.82 | 1,278 | 508.10 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 8,925 | 564 | ||||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 6,530 | 412 | ||||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 6,665 | -78.72 | 424 | -75.48 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 100,000 | 6,314 | ||||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 12,832 | 812 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2,465 | 0 | ||||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 5,415 | -87.88 | 0 | -100.00 | ||||
| 2025-05-08 | 13F | Glassman Wealth Services | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 431,970 | -1.70 | 27,274 | 12.66 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3,948 | 249 | ||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 975 | 0.00 | 62 | 15.09 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 241,130 | 20.34 | 15,225 | 37.91 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 42 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 169,769 | 35.50 | 10,718 | 55.18 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 4,657 | 294 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 400 | 25 | |||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 7,652 | -22.99 | 483 | -11.70 | ||||
| 2025-04-22 | 13F | Avantra Family Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 16,764 | -64.96 | 1,058 | -59.85 | ||||
| 2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 6,119 | 0.00 | 374 | 0.00 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 11,794 | 1.65 | 745 | 16.43 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 5,497 | -91.04 | 348 | -89.89 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 1,669 | 6.37 | 105 | 22.09 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 27,603 | -20.76 | 1,743 | -9.22 | ||||
| 2025-08-15 | 13F | United Services Automobile Association | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 10,132 | 4.22 | 640 | 19.44 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 0 | -100.00 | 0 | |||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-16 | 13F | Temasek Holdings (Private) Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 9,093 | -12.62 | 574 | 0.17 | ||||
| 2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Johnson Bixby & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 36,087 | -80.90 | 2,279 | -78.11 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 13,321 | 1.95 | 845 | 20.03 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 198 | -2.46 | 13 | 9.09 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 829 | 1.10 | 52 | 15.56 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 27,303 | 467.04 | 1,724 | 550.19 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 18,779 | -28.25 | 1 | 0.00 | ||||
| 2025-05-12 | 13F | National Bank Of Canada /fi/ | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Leslie Global Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 22,129 | -38.92 | 1,397 | -29.97 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 12,478 | 0.00 | 801 | 16.59 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 2,690 | 170 | ||||||
| 2025-08-07 | 13F | 1st Source Bank | 726,094 | -0.09 | 45,846 | 14.51 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 7,643 | -47.68 | 483 | -40.05 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 33,589 | -15.25 | 2,121 | -2.89 | ||||
| 2025-07-25 | NP | CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A | 37,400 | 0.00 | 2,216 | 8.53 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | K.J. Harrison & Partners Inc | 15,000 | 947 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 5,203 | -88.64 | 329 | -87.00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 7 | 0.00 | 0 | |||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 53,345 | 21.88 | 3,368 | 39.69 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 219,552 | -12.42 | 13,862 | -0.17 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 3,968 | 0.00 | 251 | 14.68 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 56,704 | -3.89 | 3,580 | 10.15 | ||||
| 2025-04-29 | 13F | Conning Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 23,525 | -19.93 | 1,485 | -8.22 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 10,838 | 0.00 | 684 | 14.57 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 60 | 0.00 | 4 | 0.00 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 42,581 | -7.32 | 2,689 | 6.20 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 13,606 | 50.89 | 859 | 73.19 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 8,192 | -89.25 | 517 | -87.68 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 263 | -76.05 | 17 | -73.33 | ||||
| 2025-07-29 | 13F | Citizens Business Bank | 131,074 | 3.13 | 8,276 | 18.21 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 6,304,823 | -28.85 | 398,087 | -18.46 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 33,338 | -13.11 | 2,105 | -0.43 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 65,133 | -23.85 | 4,113 | -12.71 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 161,566 | -8.50 | 10,201 | 4.87 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 67,992 | 1.71 | 4,293 | 16.59 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 18,663 | -8.24 | 1,178 | 5.18 | ||||
| 2025-08-08 | 13F | Creative Planning | 821,707 | -6.30 | 51,883 | 7.39 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 9,521 | -7.15 | 601 | 6.56 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Rafferty Asset Management, LLC | 15,303 | 44.78 | 966 | 65.98 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 446,003 | 1.29 | 28,160 | 16.09 | ||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 4,467 | 283 | ||||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 15,529 | -2.59 | 981 | 10.99 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 180,904 | -4.42 | 11,556 | 12.35 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 3,747 | -86.37 | 237 | -84.40 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 713,305 | -35.61 | 45,038 | -26.20 | ||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 401,493 | 0.97 | 25,350 | 15.73 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 23,604 | -43.52 | 1,490 | -35.27 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 15,228 | -11.12 | 961 | 1.91 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 10,507 | -39.24 | 663 | -30.36 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 446,653 | -0.76 | 28 | 16.67 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Cooper Financial Group | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 37 | 2 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 40,712 | 2.35 | 2,571 | 17.30 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 7,418 | -37.34 | 468 | -28.22 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 189,838 | -0.12 | 11,986 | 14.47 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 1,016 | 64 | ||||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 165,573 | 2.94 | 10,454 | 17.99 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 385,787 | -79.03 | 24 | -76.24 | ||||
| 2025-07-11 | 13F | Bridge Creek Capital Management LLC | 5,686 | 0.71 | 359 | 15.43 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 234,383 | -69.30 | 14,799 | -64.81 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 6,790 | -93.89 | 429 | -93.01 | ||||
| 2025-07-10 | 13F | Myriad Asset Management US LP | 629,810 | 39,766 | ||||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 18,866 | -43.88 | 1,191 | -35.69 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 34,970 | -6.57 | 2,208 | 7.08 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 3,270 | 206 | ||||||
| 2025-08-11 | 13F | Covestor Ltd | 86 | -1.15 | 0 | |||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 1,449,780 | -63.76 | 91,539 | -58.46 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 30,123 | 1,902 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2,363 | -98.09 | 149 | -97.82 | ||||
| 2025-07-21 | 13F | Wallington Asset Management, LLC | 125,065 | -45.10 | 7,897 | -37.08 | ||||
| 2025-08-07 | 13F | Pinnacle Holdings, LLC | 22,875 | 1,444 | ||||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 32,823 | 3.30 | 2,073 | 18.40 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 12,105 | -13.56 | 764 | -0.91 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 6,697 | -2.10 | 423 | 12.23 | ||||
| 2025-07-02 | 13F | Norway Savings Bank | 78,792 | 2.00 | 4,975 | 16.90 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 215 | -96.99 | 14 | -96.69 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 93,571 | -7.96 | 5,908 | 5.50 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 12,430 | -96.36 | 785 | -95.83 | ||||
| 2025-04-29 | 13F | Rice Partnership, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 15,362 | -17.56 | 970 | -5.56 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 21,925 | 4.13 | 1,384 | 19.41 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 20,013 | 4.07 | 1,103 | 3.38 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 65,153 | -50.51 | 4,114 | -43.29 | ||||
| 2025-08-14 | 13F | Driehaus Capital Management Llc | 111,744 | 0.00 | 7,056 | 14.62 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 6,955 | -13.12 | 439 | -0.23 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 12,855 | 13.74 | 812 | 30.39 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,353,534 | -18.72 | 85,463 | -6.85 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 12,459 | -85.39 | 787 | -83.27 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 33,991 | 3.17 | 2,146 | 18.24 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 26,700 | 1,686 | ||||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 8,881 | -44.50 | 561 | -36.44 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 23,262 | -85.31 | 1,469 | -83.17 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 157 | -73.39 | 10 | -71.87 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 10,342 | -98.51 | 653 | -98.29 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,153 | -3.27 | 73 | 9.09 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1,375 | 74.05 | 87 | 100.00 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 36,173 | -13.39 | 2,284 | -0.74 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 706 | -57.34 | 45 | -51.65 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Avantax Planning Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 6 | 0.00 | 0 | |||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 61,919 | -4.11 | 3,910 | 9.90 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 67,339 | -7.98 | 4,252 | 5.46 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 119,165 | -1.59 | 7,524 | 12.79 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 415 | 26 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 21,525 | 0.00 | 1,359 | 14.68 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 410,170 | 1.45 | 25,898 | 16.28 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 7,700 | -87.94 | 486 | -86.18 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 29,408 | -5.34 | 1,857 | 8.47 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 106,300 | 5.59 | 6,712 | 21.01 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 12,893 | -92.67 | 814 | -91.60 | ||||
| 2025-07-30 | 13F | Strategic Investment Management, Llc | 5,600 | -98.19 | 354 | -97.93 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 572 | 0.00 | 36 | 16.13 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 18,921 | -80.60 | 1,195 | -77.78 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 106,711 | 26.07 | 6,738 | 44.51 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 275 | 0.00 | 17 | 13.33 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,171 | -35.80 | 74 | -27.00 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 29,452 | 0.00 | 1,860 | 14.61 | ||||
| 2025-04-11 | 13F | Unique Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | BSW Wealth Partners | 5,525 | 38.23 | 349 | 58.18 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 9,662 | -16.99 | 610 | -4.84 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 59,170 | -4.75 | 3,736 | 9.15 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 7,989 | -59.65 | 504 | -53.76 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 414 | 26 | ||||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 191 | 0.00 | 12 | 20.00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 839 | 35.76 | 53 | 52.94 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 26,950 | 41.45 | 1,702 | 62.15 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 183,001 | -1.02 | 11,555 | 13.45 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 3,442 | -10.39 | 217 | 2.84 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 23,853 | 1.07 | 1,506 | 15.85 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 67,882 | -7.92 | 3,740 | -8.51 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1,098 | -9.85 | 69 | 2.99 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 12,276 | 775 | ||||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 25,206 | -3.27 | 1,591 | 10.87 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 310,675 | 1.62 | 19,616 | 16.48 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 6,988 | -2.65 | 385 | -3.52 | ||||
| 2025-07-22 | 13F | Legacy Trust | 4,632 | 292 | ||||||
| 2025-07-07 | 13F | Trust Co | 370 | 0.00 | 23 | 15.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 31,459 | -12.10 | 1,986 | 0.76 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 25,456 | -13.13 | 1,607 | -0.43 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 50,767 | 0.42 | 3,254 | 18.63 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 144,479 | -2.63 | 9,143 | 11.23 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 45,998 | 7.11 | 2,904 | 22.79 | ||||
| 2025-08-01 | 13F | Teacher Retirement System Of Texas | 6,098,476 | 385,058 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 8,650 | -57.87 | 546 | -51.81 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 116,017 | 7.44 | 7,325 | 23.13 | ||||
| 2025-06-27 | NP | XXCH - Direxion Daily MSCI Emerging Markets ex China Bull 2X Shares | 19,724 | -35.00 | 1,119 | -34.64 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 14,653 | -0.54 | 925 | 14.06 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,192,520 | -1.62 | 75,296 | 12.76 | ||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 14,325 | -22.40 | 904 | -11.02 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1,090,031 | 2.36 | 68,825 | 17.32 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 289,906 | 17.47 | 18,305 | 34.63 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 37,944 | -86.14 | 2,419 | -83.97 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 142,182 | -0.79 | 8,977 | 16.27 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 46,933 | 4.10 | 2,963 | 19.33 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 71 | -99.79 | 5 | -99.78 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 6,894 | -2.48 | 435 | 11.83 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 47,274 | -2.03 | 2,985 | 12.26 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 5,368 | -88.82 | 339 | -87.22 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 42,521 | -9.85 | 2,685 | 3.31 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 9,055 | -24.27 | 572 | -13.22 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 5,509 | -9.75 | 348 | 3.27 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 41,728 | 7.25 | 2,635 | 22.91 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 1,710 | 362.16 | 108 | 435.00 | ||||
| 2025-04-14 | 13F | Buttonwood Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 17,411 | 87.36 | 1,099 | 115.07 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 145,233 | -74.24 | 9,170 | -70.47 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 5,270 | -94.36 | 333 | -93.55 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 3,210 | 203 | ||||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 704 | -79.62 | 44 | -76.84 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 7,515 | -90.99 | 475 | -89.68 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 22,950 | 1.36 | 1,449 | 16.20 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4,439 | 0.00 | 280 | 14.75 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 33,703 | -62.41 | 2,128 | -56.91 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 37,149 | 239.85 | 2,346 | 289.53 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 39,478 | 42.98 | 2,493 | 63.84 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8,324 | -30.15 | 526 | -19.97 | ||||
| 2025-05-02 | 13F | Kingsview Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 4,100 | -42.25 | 259 | -34.02 | |||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 219,985 | 6.39 | 13,890 | 21.94 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 77,600 | 251.50 | 4,900 | 302.88 | ||||
| 2025-08-06 | 13F | Raelipskie Partnership | 135,022 | 1.36 | 8,525 | 16.18 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 894,674 | 634.92 | 56,490 | 742.37 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 54,637 | 2.07 | 3,450 | 16.99 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 4,003 | -58.19 | 253 | -52.18 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Eq Llc | 26,818 | -15.85 | 1,693 | -3.53 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 7,395 | 12.54 | 467 | 29.09 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 18,300 | 88.66 | 1,155 | 116.29 | |||
| 2025-04-30 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Ashford Advisors, LLC | 1,402 | -77.17 | 796 | 135.50 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 563,767 | -66.28 | 35,596 | -61.36 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 3,595 | 227 | ||||||
| 2025-08-12 | 13F | Legal & General Group Plc | 339,195 | 60.91 | 21,418 | 83.45 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 39,837 | 1.10 | 2,515 | 15.90 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 9,468 | -2.07 | 598 | 12.22 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 328 | 21 | ||||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Lavaca Capital Llc | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 139,511 | 2.50 | 8,809 | 17.47 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 48,492 | -51.86 | 3,062 | -44.84 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 6,716,123 | 6.56 | 424,056 | 22.13 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 17,010 | -75.78 | 1,074 | -72.24 | ||||
| 2025-08-04 | 13F | Analyst IMS Investment Management Services Ltd. | 43,530 | 0.00 | 3 | 0.00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 13,768 | -81.48 | 865 | -78.91 | ||||
| 2025-04-09 | 13F | American National Bank | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 308,261 | -87.44 | 19 | -85.93 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 3,232 | -75.36 | 204 | -71.75 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 80,673 | -1.18 | 5,094 | 13.25 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 16,856 | 10.50 | 1 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 9,118 | -50.38 | 576 | -43.18 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 25,267 | 3.60 | 1,595 | 18.76 | ||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 275 | 0.00 | 17 | 13.33 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 34,244 | 2,162 | ||||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 5,500 | 5.77 | 347 | 21.33 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 190,550 | -32.67 | 10,812 | -32.29 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 6,738 | 2.28 | 425 | 17.40 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 705,390 | 3.22 | 44,538 | 18.31 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 383 | -76.30 | 24 | -73.03 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 4,727 | 0.94 | 298 | 15.95 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 11,834,614 | -29.30 | 747,238 | -18.97 | ||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 284,736 | -2.25 | 15,686 | -2.89 | ||||
| 2025-05-15 | 13F | Beaumont Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 456,200 | 0.00 | 29 | 12.00 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 51,439 | -33.01 | 2,834 | -33.45 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 14,098 | 0.97 | 890 | 15.73 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Rebalance, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 12,000 | -94.31 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Family Wealth Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 5,690 | 0.00 | 359 | 14.70 | ||||
| 2025-04-29 | 13F | Penserra Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 212,682 | 1.47 | 13,486 | 22.85 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 6,493 | 410 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3,559 | 225 | ||||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 13,724 | -85.35 | 867 | -83.21 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 632 | 6.76 | 40 | 21.88 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 103,571 | -8.57 | 6,540 | 4.79 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 696 | 0.00 | 44 | 13.16 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 9,676 | -6.40 | 1 | |||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 480,002 | 30,307 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 12,407 | 7.79 | 783 | 23.50 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 2,895,477 | -44.30 | 182,822 | -36.16 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 436 | -34.34 | 28 | -25.00 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 28,622 | -13.05 | 1,807 | -0.33 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 4,734 | -13.90 | 299 | -1.32 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 17 | 1 | ||||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 175,347 | 5.11 | 11,071 | 20.47 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 8,872 | 1.59 | 560 | 16.42 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 89,224 | 37.37 | 5,634 | 57.43 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 3,394 | -56.62 | 214 | -50.23 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 5,411 | -92.17 | 342 | -91.05 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 75,331 | -11.02 | 4,756 | 1.97 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,008,204 | -12.11 | 126,798 | 0.74 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 226,930 | -4.69 | 12,502 | -5.31 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 19,135 | -81.95 | 1,208 | -79.32 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 6,043 | -95.66 | 382 | -95.03 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 21,869 | -0.75 | 1,381 | 13.77 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 501 | 32 | ||||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 41,029 | -13.44 | 2,591 | -0.80 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 44,803 | -77.51 | 2,829 | -74.23 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 15,725 | -1.56 | 993 | 12.73 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 33,000 | 0.00 | 2,088 | 14.91 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 18,396 | 29.89 | 1,162 | 43.51 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 139,113 | 3.60 | 8,784 | 18.74 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 428,874 | 10.81 | 27,079 | 27.01 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3,238,294 | -85.96 | 204,466 | -83.91 | ||||
| 2025-08-14 | 13F | Adventist Health System/ West | 837,660 | 52,890 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 121,529 | -86.39 | 7,673 | -84.40 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 18,164 | -69.28 | 1,147 | -64.81 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 11,587 | 13.64 | 732 | 30.30 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 92,349 | -53.96 | 5,831 | -47.24 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 969 | -22.36 | 61 | -10.29 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 51,222 | -1.79 | 3,234 | 12.57 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 3,942 | 249 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 2,066 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 30,147 | -12.42 | 1,926 | 0.00 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 3,889 | -39.47 | 246 | -30.59 | ||||
| 2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | SMART Wealth LLC | 4,590 | 290 | ||||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 66,994 | 57.76 | 4,230 | 80.80 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 7,826 | -48.33 | 494 | -40.77 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 52,038 | -1.89 | 3,286 | 12.42 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 75,183 | -6.25 | 5 | 0.00 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 124 | 0.00 | 8 | 16.67 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 18,013 | -0.84 | 1,137 | 13.70 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 149,688 | -36.61 | 9,451 | -27.35 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 3,471 | -28.49 | 219 | -17.98 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 40,503 | 13.54 | 2,557 | 30.13 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 0 | -100.00 | 0 |
Other Listings
| MX:EMXC1 |
