Mga Batayang Estadistika
Pemilik Institusional | 290 total, 286 long only, 1 short only, 3 long/short - change of -3.32% MRQ |
Alokasi Portofolio Rata-rata | 0.3244 % - change of -3.14% MRQ |
Saham Institusional (Jangka Panjang) | 41,375,706 (ex 13D/G) - change of -25.31MM shares -37.95% MRQ |
Nilai Institusional (Jangka Panjang) | $ 1,537,965 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
WisdomTree Trust - WisdomTree India Earnings Fund (US:EPI) memiliki 290 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 41,375,706 saham. Pemegang saham terbesar meliputi Morgan Stanley, Meitav Dash Investments Ltd, Clal Insurance Enterprises Holdings Ltd, Bank Of America Corp /de/, Migdal Insurance & Financial Holdings Ltd., LPL Financial LLC, Harel Insurance Investments & Financial Services Ltd., Bank Of Montreal /can/, Miracle Mile Advisors, LLC, and Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD .
Struktur kepemilikan institusional WisdomTree Trust - WisdomTree India Earnings Fund (ARCA:EPI) 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 44.38 / share. Previously, on September 9, 2024, the share price was 48.90 / share. This represents a decline of 9.24% 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
.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-05-16 | 13F | Strait & Sound Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 4,875 | 227 | ||||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Arista Wealth Management, LLC | 4,500 | 214 | ||||||
2025-08-14 | 13F | Strategic Wealth Designers | 3,700 | -94.93 | 176 | -94.70 | ||||
2025-05-02 | 13F | James Investment Research Inc | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 2,515,670 | -1.78 | 119 | 7.21 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 4,593 | -26.50 | 218 | -20.15 | ||||
2025-05-12 | 13F | Beaumont Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 32 | 0 | ||||||
2025-08-08 | 13F | Itau Unibanco Holding S.A. | 22,000 | 0.00 | 1,044 | |||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 23,092 | 10.36 | 1,096 | 19.91 | ||||
2025-08-14 | 13F | Avid Wealth Partners LLC | 89,461 | 14.96 | 4,247 | 24.85 | ||||
2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1,621,500 | 0.00 | 77 | 8.57 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 11,023 | -3.46 | 523 | 4.81 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 22,012 | 3.30 | 1,045 | 12.14 | ||||
2025-05-01 | 13F | Steel Peak Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 38 | 0.00 | 2 | 0.00 | ||||
2025-05-14 | 13F | Eqis Capital Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 10,850 | -0.81 | 516 | 7.52 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 9,905 | -10.66 | 470 | -2.89 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 309,596 | -5.45 | 14,697 | 2.68 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 100 | 5 | ||||||
2025-04-10 | 13F | EWG Elevate Inc. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 43,159 | 23.33 | 2,049 | 33.94 | ||||
2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 7,780 | 369 | ||||||
2025-07-03 | 13F | Garde Capital, Inc. | 339 | 19.79 | 16 | 33.33 | ||||
2025-05-06 | 13F | Elm3 Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 41,259 | 1,959 | ||||||
2025-07-29 | 13F | Members Advisory Group LLC | 139,201 | 1.07 | 6,609 | 9.78 | ||||
2025-07-24 | 13F | Blair William & Co/il | 59,490 | 6.96 | 2,824 | 16.13 | ||||
2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | GenTrust, LLC | 476,510 | 61.11 | 22,620 | 74.96 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 69,024 | -1.22 | 3 | 0.00 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 362 | -99.56 | 17 | -99.55 | ||||
2025-07-25 | 13F | Cwm, Llc | 200 | 0.00 | 0 | |||||
2025-08-14 | 13F | Headlands Technologies LLC | 1,485 | 70 | ||||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Idaho Trust Bank | 0 | -100.00 | 0 | |||||
2025-04-25 | 13F | Uniting Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Harbour Capital Advisors, LLC | 13,263 | 0.00 | 629 | 9.20 | ||||
2025-07-23 | 13F | Defined Financial Planning LLC | 40,896 | 16.24 | 1,910 | 24.77 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 6,462 | 14.33 | 307 | 23.89 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 26 | 0.00 | 1 | 0.00 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 32,251 | 8.33 | 1,531 | 17.60 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 64,246 | 19.37 | 3,050 | 29.63 | ||||
2025-05-15 | 13F | Beaumont Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Ferguson Shapiro LLC | 60,256 | 0.46 | 2,860 | 9.12 | ||||
2025-07-23 | 13F | Meitav Dash Investments Ltd | 3,367,899 | 1.39 | 159,919 | 10.17 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 2,689,972 | 8.06 | 127,693 | 17.35 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 621 | 0.00 | 29 | 7.41 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 5,452 | 0.00 | 259 | 8.40 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 9,791 | -8.53 | 465 | -0.64 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 743,712 | 6.82 | 35,304 | 16.01 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 8,104 | -11.98 | 385 | -4.48 | ||||
2025-04-29 | 13F | Onyx Bridge Wealth Group LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5,121 | 243 | ||||||
2025-07-29 | 13F | Millburn Ridgefield Corp | 433,341 | -11.40 | 20,571 | -3.78 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 332 | 0.00 | 16 | 7.14 | ||||
2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 28,523 | 60.63 | 1,355 | 75.52 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 740 | -98.83 | 35 | -98.73 | ||||
2025-05-09 | 13F | Belvedere Trading LLC | 0 | -100.00 | 0 | |||||
2025-05-09 | 13F | Belvedere Trading LLC | Put | 0 | -100.00 | 0 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 25,173 | 12.12 | 1,195 | 21.71 | ||||
2025-05-12 | 13F | Basso Capital Management, L.p. | 0 | -100.00 | 0 | |||||
2025-04-30 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
2025-05-09 | 13F | Belvedere Trading LLC | Call | 0 | -100.00 | 0 | ||||
2025-05-15 | 13F | Cubist Systematic Strategies, LLC | Call | 0 | -100.00 | 0 | ||||
2025-07-30 | 13F | Greenup Street Wealth Management Llc | 136,256 | 0.77 | 6,468 | 9.44 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 212 | 0.00 | 10 | 11.11 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1,203,951 | 54.82 | 57,152 | 68.14 | ||||
2025-07-30 | 13F | FNY Investment Advisers, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Gwn Securities Inc. | 5,596 | 266 | ||||||
2025-05-15 | 13F | Integrated Wealth Concepts LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Atala Financial Inc | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 6,350 | 0.00 | 301 | 8.66 | ||||
2025-08-14 | 13F | Comerica Bank | 13,512 | 2.51 | 641 | 11.28 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 4,853 | 230 | ||||||
2025-08-04 | 13F | Atria Investments Llc | 60,216 | 8.50 | 2,858 | 17.86 | ||||
2025-07-16 | 13F | ORG Partners LLC | 1,181 | 127.12 | 56 | 154.55 | ||||
2025-08-08 | 13F | Massachusetts Financial Services Co /ma/ | 304,460 | 19.14 | 14,453 | 29.38 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,722 | -71.01 | 177 | -68.63 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 3,909 | 10.36 | 186 | 20.13 | ||||
2025-08-14 | 13F | Df Dent & Co Inc | 9,000 | 0.00 | 427 | 8.65 | ||||
2025-04-11 | 13F | DHK Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 170 | 0.00 | 8 | 14.29 | ||||
2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 200 | 0.00 | 9 | 12.50 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 345 | 0.00 | 16 | 6.67 | ||||
2025-08-05 | 13F | Verity Asset Management, Inc. | 18,903 | -1.11 | 897 | 7.43 | ||||
2025-08-08 | 13F | SG Americas Securities, LLC | 34,741 | -0.25 | 2 | 0.00 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4,772 | 0.00 | 227 | 8.65 | ||||
2025-08-14 | 13F | UBS Group AG | 627,216 | -16.20 | 29,774 | -9.00 | ||||
2025-08-14 | 13F | UBS Group AG | Call | 22,540 | 0.00 | 1,070 | 8.53 | |||
2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 342,373 | 1.85 | 16,262 | 10.74 | ||||
2025-08-08 | 13F | Creative Planning | 15,239 | 1.02 | 723 | 9.71 | ||||
2025-08-06 | 13F | North Capital, Inc. | 750 | 36 | ||||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 13,211 | 0.00 | 627 | 8.67 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 17,264 | -93.08 | 820 | -92.49 | ||||
2025-04-25 | 13F | Trademark Financial Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 13,013 | 2.02 | 1 | |||||
2025-08-05 | 13F | Key FInancial Inc | 0 | -100.00 | 0 | |||||
2025-05-20 | 13F/A | Colony Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | Covestor Ltd | 45 | 18.42 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 12,652 | -6.81 | 1 | |||||
2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 14,963 | 710 | ||||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 490,973 | 0.00 | 23,306 | 14.94 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 4,581 | -87.56 | 217 | -86.51 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 443,534 | 0.89 | 21,055 | 9.56 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 38 | 0.00 | 2 | 0.00 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 28,211 | 111.68 | 1,339 | 130.07 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,319 | 0.00 | 63 | 8.77 | ||||
2025-08-05 | 13F | Carmel Capital Management L.L.C. | 129,405 | 0.31 | 6,143 | 8.94 | ||||
2025-08-14 | 13F | Mariner, LLC | 26,722 | 4.78 | 1,268 | 13.82 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 43,463 | 126.78 | 2,063 | 146.48 | ||||
2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 9,052 | -0.55 | 430 | 8.06 | ||||
2025-08-13 | 13F | Bank Of Nova Scotia | 23,365 | -1.79 | 1,109 | 6.74 | ||||
2025-08-13 | 13F | Northern Trust Corp | 8,923 | 12.95 | 424 | 22.61 | ||||
2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Csenge Advisory Group | 8,825 | -22.36 | 408 | -18.40 | ||||
2025-07-17 | 13F | Forefront Wealth Management Inc. | 55,423 | 2.00 | 2,631 | 10.78 | ||||
2025-05-15 | 13F | Advisory Services Network, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 80,063 | 22.83 | 3,801 | 33.38 | ||||
2025-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 10,158 | 482 | ||||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 16,256 | 772 | ||||||
2025-08-01 | 13F | Jennison Associates Llc | 59,079 | -87.81 | 2,804 | -86.76 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,055 | 0.00 | 50 | 8.70 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 55,960 | 43.58 | 2,656 | 55.96 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 59,000 | 14.34 | 2,801 | 24.17 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 80,800 | 3,836 | |||||
2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 2,270 | 0.00 | 99 | -2.94 | ||||
2025-08-07 | 13F | Allworth Financial LP | 59,569 | 12,284.41 | 2,828 | 13,361.90 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 98,697 | 7.81 | 5 | 0.00 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 206,741 | 2.32 | 10 | 12.50 | ||||
2025-08-14 | 13F | Driehaus Capital Management Llc | 91,206 | -87.88 | 4,330 | -86.84 | ||||
2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 19,015 | 1.29 | 903 | 10.00 | ||||
2025-07-31 | 13F | Catalyst Capital Advisors LLC | 433,341 | -11.40 | 20,571 | -3.78 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 24,438 | 256.34 | 1,160 | 287.96 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Brown Advisory Inc | 14,169 | -17.92 | 673 | -10.88 | ||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 13,389 | -0.60 | 636 | 7.99 | ||||
2025-08-13 | 13F | Portland Global Advisors LLC | 8,555 | -8.80 | 406 | -0.98 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 22,000 | 0.00 | 1,044 | 9.21 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 7,935 | 377 | ||||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 14,674 | -5.88 | 697 | 2.20 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 4,230 | -2.65 | 201 | 5.82 | ||||
2025-07-29 | 13F | Private Trust Co Na | 4,915 | 7.69 | 233 | 17.09 | ||||
2025-07-24 | 13F | Baldwin Brothers Inc/ma | 13,070 | 0.00 | 620 | 8.58 | ||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 40,177 | -1.41 | 1,907 | 7.07 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 15,527 | 1.41 | 737 | 10.16 | ||||
2025-07-31 | 13F | Harbour Investment Management Llc | 8,137 | -2.52 | 386 | 6.04 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,500 | -16.75 | 119 | -9.92 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 21,376 | 113.21 | 934 | 106.18 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Peak Financial Management, Inc. | 8,873 | 0.00 | 421 | 8.79 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 459,561 | 0.23 | 21,810 | 8.57 | ||||
2025-04-30 | 13F | Personal Cfo Solutions, Llc | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Pachira Investments Inc. | 22,517 | 0.54 | 1,069 | 9.76 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 26,884 | 482.16 | 1,276 | 534.83 | ||||
2025-04-08 | 13F | Advisory Alpha, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5,438 | 258 | ||||||
2025-08-14 | 13F | Byrne Financial Freedom, Llc | 13,011 | -4.16 | 618 | 4.05 | ||||
2025-08-18 | 13F/A | Nomura Holdings Inc | Call | 131,400 | 0.00 | 6,238 | 8.60 | |||
2025-07-31 | 13F | Money Design Co.,Ltd. | 753,862 | 7.41 | 36 | 16.67 | ||||
2025-08-05 | 13F | Provident Co of the Employees of the Hebrew University LTD | 155,346 | 25.84 | 7,379 | 36.83 | ||||
2025-07-22 | 13F | MGO Private Wealth, LLC | 7,870 | 374 | ||||||
2025-05-15 | 13F | SRS Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Stifel Financial Corp | 51,595 | -1.80 | 2,450 | 6.62 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 170,898 | -27.45 | 8 | -27.27 | ||||
2025-04-09 | 13F | HBW Advisory Services LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Twin Tree Management, LP | Put | 58,900 | 2,796 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 517,389 | 16.87 | 24,560 | 26.93 | ||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 13,700 | 0.00 | 650 | 8.70 | ||||
2025-08-11 | 13F | Tidemark, LLC | 37 | 0.00 | 2 | 0.00 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 21,960 | 1,042 | ||||||
2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 296,285 | 2.28 | 14,065 | 11.08 | ||||
2025-04-29 | 13F | Truist Financial Corp | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Calton & Associates, Inc. | 32,048 | 28.70 | 1,521 | 39.80 | ||||
2025-07-31 | 13F | Asset Management One Co., Ltd. | 0 | -100.00 | 0 | |||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 7,251 | 7.76 | 344 | 17.01 | ||||
2025-08-08 | 13F | Islay Capital Management, Llc | 3,000 | 0.00 | 142 | 8.40 | ||||
2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-23 | 13F | Viewpoint Capital Management LLC | 23,972 | 0.00 | 1,138 | 8.60 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 10,130 | 6.68 | 481 | 15.66 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 68,176 | -9.59 | 3,236 | -1.79 | ||||
2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 171,999 | 1.13 | 8,165 | 9.83 | ||||
2025-07-16 | 13F | Crown Wealth Group, LLC | 65,987 | 92.31 | 3,132 | 108.94 | ||||
2025-07-31 | 13F | Sharper & Granite LLC | 24,250 | 31.58 | 1,151 | 42.86 | ||||
2025-08-14 | 13F | Evercore Wealth Management, LLC | 4,475 | 212 | ||||||
2025-04-22 | 13F | Aspire Capital Advisors LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 987,040 | 0.82 | 46,883 | 9.62 | ||||
2025-08-14 | 13F/A | Barclays Plc | 63,937 | -52.03 | 3 | -40.00 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 20,377 | 0.73 | 968 | 10.13 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 21,065 | 4.97 | 1,000 | 13.91 | ||||
2025-04-25 | 13F | Essex Financial Services, Inc. | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Northwest & Ethical Investments L.P. | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 838 | 0.00 | 40 | 8.33 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 24,140 | -6.46 | 1,141 | 1.15 | ||||
2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 19,338 | 26.62 | 921 | 40.18 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 29,312 | 3.25 | 1,391 | 12.18 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 13,724 | 21.48 | 651 | 32.05 | ||||
2025-08-15 | 13F/A | MONECO Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-05-16 | 13F | Ascent Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Randolph Co Inc | 215,904 | 1.67 | 10,249 | 10.42 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 51,882 | -4.39 | 2,463 | 3.84 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 9,315 | 3.08 | 442 | 11.90 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 94,355 | 84.47 | 4,479 | 100.40 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 78,222 | -40.91 | 4 | -40.00 | ||||
2025-08-12 | 13F | MAI Capital Management | 200 | -40.30 | 10 | -35.71 | ||||
2025-08-12 | 13F | Tableaux Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 381 | -69.47 | 18 | -66.67 | ||||
2025-05-06 | 13F | Black Swift Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 7,434 | 0.00 | 353 | 8.64 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 24,229 | 0.00 | 1,150 | 8.59 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 200 | -28.57 | 9 | -25.00 | ||||
2025-08-11 | 13F | Trajan Wealth LLC | 351,278 | 33.16 | 16,675 | 44.61 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 309,472 | -88.14 | 14,691 | -87.12 | ||||
2025-07-22 | 13F | Gsa Capital Partners Llp | 0 | -100.00 | 0 | |||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 1,330 | 0.00 | 63 | 8.62 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 351,484 | 1,392.50 | 16,685 | 1,521.38 | ||||
2025-08-15 | 13F | Morgan Stanley | 3,789,452 | 16.19 | 179,885 | 26.19 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6,997 | -18.82 | 332 | -11.70 | ||||
2025-08-14 | 13F | Millennium Management Llc | 37,391 | -2.78 | 1,775 | 5.53 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 150,300 | 0.13 | 7,135 | 8.75 | |||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 67,404 | 885.87 | 3,200 | 973.49 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 28,855 | 401.39 | 1,374 | 449.20 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 47,376 | -65.34 | 2,248 | -62.38 | ||||
2025-07-14 | 13F | Sweeney & Michel, Llc | 19,103 | 10.66 | 893 | 25.28 | ||||
2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 500 | 0.00 | 24 | 9.52 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 104,177 | 2.72 | 4,945 | 11.55 | ||||
2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 17,646 | -3.38 | 838 | 4.89 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 332,876 | 24.91 | 15,802 | 35.65 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 851 | -92.49 | 40 | -92.19 | ||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 1,358 | 0.00 | 61 | 3.39 | ||||
2025-04-30 | 13F | M&t Bank Corp | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Cascade Financial Partners, LLC | 15,950 | -10.14 | 757 | -2.32 | ||||
2025-08-14 | 13F | Fmr Llc | 4,683 | -2.48 | 222 | 6.22 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | -98.95 | 0 | -100.00 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 88,580 | 0.99 | 4,205 | 9.68 | ||||
2025-08-08 | 13F/A | Prospect Financial Services LLC | 8,841 | 0.00 | 420 | 8.55 | ||||
2025-08-11 | 13F | Inspire Advisors, LLC | 90,389 | -1.45 | 4,291 | 7.04 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 92,611 | 0.08 | 4,396 | 8.70 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 1,524 | -88.53 | 0 | |||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 12,419 | 0.20 | 590 | 8.87 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Summit Financial, LLC | 30,758 | -79.46 | 1,460 | -77.69 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 2,725 | 81.67 | 129 | 98.46 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 20 | 0.00 | 1 | |||||
2025-08-14 | 13F | Lazard Asset Management Llc | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 47,487 | 9.68 | 2,254 | 19.13 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 789,116 | -20.65 | 37,459 | -13.82 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 6,916 | -30.32 | 328 | -24.25 | ||||
2025-08-12 | 13F | Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 33,076 | 0.00 | 1,571 | 8.80 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 15,700 | 60.20 | 745 | 74.07 | |||
2025-08-14 | 13F | Citadel Advisors Llc | 145,062 | 122.11 | 6,886 | 141.28 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 50,267 | -5.94 | 2,386 | 2.18 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 10,800 | 47.95 | 513 | 60.50 | |||
2025-08-08 | 13F | Laurel Wealth Planning LLC | 144,719 | 6.84 | 6,870 | 16.03 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 158 | -8.67 | 8 | 0.00 | ||||
2025-05-15 | 13F | Discovery Capital Management, Llc / Ct | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Channel Wealth Llc | 67,970 | 4.25 | 3,227 | 13.23 | ||||
2025-06-13 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-03-12 | 13F | Centaurus Financial, Inc. | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Cohen Klingenstein LLC | 53,600 | 0.00 | 2,544 | 8.63 | ||||
2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 3,000,000 | 0.00 | 142 | 8.40 | ||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 75,106 | 485.17 | 3,565 | 535.47 | ||||
2025-08-12 | 13F | LPL Financial LLC | 1,827,793 | 19.15 | 86,765 | 29.40 | ||||
2025-07-17 | 13F | Hanson & Doremus Investment Management | 2,665 | 0.00 | 0 | |||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 2,343 | 111 | ||||||
2025-08-06 | 13F | Savant Capital, LLC | 20,597 | 0.16 | 978 | 8.80 | ||||
2025-07-11 | 13F | Diversified Trust Co | 8,560 | 0.00 | 406 | 8.56 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 7,650 | -2.61 | 363 | 5.83 | ||||
2025-04-30 | 13F | Cerity Partners LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 824 | -15.57 | 39 | -7.14 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 30,227 | -14.15 | 1,435 | -6.82 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 10,329 | 13.44 | 490 | 23.43 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 2,343 | 0.00 | 102 | -3.77 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 818 | 0.00 | 39 | 8.57 | ||||
2025-08-05 | 13F | Huntington National Bank | 53 | 10.42 | ||||||
2025-07-25 | 13F | RoundAngle Advisors LLC | 38,553 | 3.51 | 1,830 | 12.41 | ||||
2025-08-11 | 13F | Theory Financial Llc | 43,292 | -43.89 | 1,937 | -42.56 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 199,696 | -3.80 | 9,480 | 4.47 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 9,424 | 1.97 | 447 | 10.92 | ||||
2025-08-14 | 13F | Group One Trading, L.p. | 0 | -100.00 | 0 | |||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 100 | 0.00 | 5 | 0.00 | ||||
2025-08-13 | 13F | Loomis Sayles & Co L P | 91,131 | 87.82 | 4,326 | 216,150.00 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 22,088 | -6.61 | 1,052 | 1.84 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 0 | -100.00 | 0 | |||||
2025-04-28 | 13F | First Horizon Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 23,422 | 344.61 | 1,112 | 383.04 | ||||
2025-08-13 | 13F | Arrowstreet Capital, Limited Partnership | 0 | -100.00 | 0 | |||||
2025-04-21 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Riverview Capital Advisers, LLC | 8,855 | -11.05 | 420 | -3.45 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 16,983 | 14.58 | 806 | 24.57 | ||||
2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 433,341 | -11.40 | 20,571 | -3.78 | ||||
2025-08-01 | 13F | Capital Investment Counsel, LLC | 195,374 | 769.18 | 9,274 | 844.40 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 150 | 0.00 | 7 | 16.67 | ||||
2025-07-24 | 13F | Ramirez Asset Management, Inc. | 3,200 | -1.54 | 152 | 6.34 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 455 | 3.41 | 22 | 10.53 | ||||
2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Actinver Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Citigroup Inc | 96,485 | -70.29 | 4,580 | -67.73 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 287,137 | 7.66 | 14 | 18.18 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 498 | 0.00 | 23 | 4.76 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 205 | -46.48 | 10 | -43.75 | ||||
2025-08-04 | 13F | Assetmark, Inc | 4,904 | -20.32 | 233 | -13.75 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 17,053 | -6.36 | 810 | 1.63 | ||||
2025-07-22 | 13F | Sava Infond d.o.o. | 5,000 | 0.00 | 237 | 8.72 | ||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 565 | 0.00 | 27 | 8.33 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 6,900 | 328 | ||||||
2025-07-07 | 13F | First Community Trust Na | 78 | 0.00 | 4 | 0.00 | ||||
2025-08-15 | 13F | Chapman Financial Group, Llc | 27,151 | -23.61 | 1,289 | -18.27 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 338,167 | 9.75 | 16,053 | 19.19 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1,007,601 | 6.52 | 47,831 | 15.68 | ||||
2025-08-14 | 13F | Cantor Fitzgerald, L. P. | 6,093 | 289 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 301,985 | -5.00 | 14,335 | 3.17 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 7,063 | 0.43 | 335 | 9.12 | ||||
2025-05-05 | 13F | OneAscent Financial Services LLC | 0 | -100.00 | 0 | |||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 555 | 0.00 | 26 | 8.33 | ||||
2025-08-14 | 13F | Wellington Management Group Llp | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Sowa Financial Group, Inc. | 14,442 | -75.52 | 1 | -100.00 | ||||
2025-05-13 | 13F | Hanlon Investment Management, Inc. | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Cullen Capital Management, LLC | 181,173 | -37.05 | 7,919 | -39.22 | ||||
2025-07-15 | 13F | BigSur Wealth Management LLC | 10,000 | 0.00 | 475 | 8.47 | ||||
2025-04-22 | 13F | World Equity Group, Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 8,836 | 1.95 | 419 | 10.85 | ||||
2025-08-14 | 13F | Circle Wealth Management, LLC | 66,489 | -4.39 | 3,156 | 3.85 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 24,206 | 1,149 | ||||||
2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 6,942 | 1.09 | 330 | 9.67 | ||||
2025-08-12 | 13F | Zacks Investment Management | 40,419 | 10.68 | 1,919 | 20.18 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 1,795 | 0.00 | 85 | 8.97 | ||||
2025-07-21 | 13F | Washington Growth Strategies Llc | 14,882 | 33,722.73 | 1 | |||||
2025-08-14 | 13F | Barometer Capital Management Inc. | 6,400 | -27.27 | 304 | -21.09 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 371 | 0.00 | 18 | 6.25 | ||||
2025-08-14 | 13F | JPL Wealth Management, LLC | 24,255 | 7.90 | 1,151 | 17.21 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | 10,511 | -1.82 | 499 | 7.31 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 92,767 | 64.45 | 4,404 | 78.62 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 800 | 0.00 | 38 | 8.82 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 19,170 | 132.03 | 910 | 151.80 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 31,579 | -2.43 | 1,499 | 6.01 | ||||
2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 4,500 | 0 | ||||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 450 | 21 | ||||||
2025-08-13 | 13F | Marshall Wace, Llp | 25,696 | 1,220 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 10,139 | 46.16 | 481 | 58.75 | ||||
2025-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 8,500 | 7.59 | 403 | 16.81 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 13,022 | -0.17 | 618 | 8.42 | ||||
2025-07-29 | 13F | William Blair Investment Management, Llc | 21,000 | 0.00 | 997 | 8.62 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 6,650 | 0.00 | 316 | 8.62 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 8,127 | 20.61 | 386 | 30.95 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 4,377 | 208 | ||||||
2025-07-30 | 13F | Patten Group, Inc. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 81,736 | 0.69 | 3,880 | 9.36 | ||||
2025-08-14 | 13F | New Vernon Capital Holdings II LLC | 302,875 | -98.64 | 14,377 | 2,724.56 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 244,041 | -1.85 | 11,585 | 6.59 | ||||
2025-07-09 | 13F | Leibman Financial Services, Inc. | 126,595 | 0.99 | 6,009 | 9.67 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 422,628 | -6.92 | 20,062 | 1.09 | ||||
2025-08-14 | 13F | Fwl Investment Management, Llc | 4,534 | -8.86 | 215 | -0.92 | ||||
2025-05-15 | 13F | Modern Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-31 | 13F | Cosner Financial Group, LLC | 8,085 | -1.34 | 384 | 6.98 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 940 | 0.00 | 45 | 7.32 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 4,100 | 0.00 | 195 | 8.38 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 897,060 | 4.78 | 42,583 | 13.80 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 10,329 | -0.21 | 473 | 1.94 | ||||
2025-08-11 | 13F | Bulltick Wealth Management, LLC | 160,345 | 0.00 | 7,612 | 8.60 | ||||
2025-05-14 | 13F | Per Stirling Capital Management, LLC. | 0 | -100.00 | 0 |
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