Mga Batayang Estadistika
| Pemilik Institusional | 777 total, 770 long only, 2 short only, 5 long/short - change of 5.71% MRQ |
| Alokasi Portofolio Rata-rata | 0.5262 % - change of 7.68% MRQ |
| Saham Institusional (Jangka Panjang) | 40,217,986 (ex 13D/G) - change of -0.42MM shares -1.04% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 3,259,978 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Grayscale Bitcoin Trust (BTC) (US:GBTC) memiliki 777 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 40,479,147 saham. Pemegang saham terbesar meliputi Horizon Kinetics Asset Management Llc, KINETICS PORTFOLIOS TRUST - Kinetics Internet Portfolio, KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio, Multicoin Capital Management, LLC, LPL Financial LLC, Jane Street Group, Llc, HighTower Advisors, LLC, Greenwich Wealth Management LLC, KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio, and Susquehanna International Group, Llp .
Struktur kepemilikan institusional Grayscale Bitcoin Trust (BTC) (ARCA:GBTC) 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 87.66 / share. Previously, on September 9, 2024, the share price was 45.51 / share. This represents an increase of 92.62% 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
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 63,629 | -2.00 | 5,398 | 12.30 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 2,400 | 204 | ||||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 100 | 0.00 | 8 | 33.33 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 2,725 | 231 | ||||||
| 2025-08-14 | 13F | Multicoin Capital Management, LLC | 1,321,808 | 0.00 | 112,129 | 30.17 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 92,100 | 62.72 | 7,813 | 111.82 | |||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 285,961 | -4.05 | 24,258 | 24.89 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 195,600 | 94.24 | 16,593 | 152.85 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1,020,326 | 218.63 | 86,554 | 314.77 | ||||
| 2025-05-15 | 13F | Putnam Fl Investment Management Co | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 9,741 | 0.00 | 826 | 30.28 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 72,972 | 6,190 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 1,896 | 0.00 | 161 | 30.08 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 3,285 | 0.00 | 279 | 29.91 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 43,760 | 0.00 | 3,712 | 30.20 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1,248 | 0.00 | 106 | 29.63 | ||||
| 2025-05-09 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 12,249 | -15.24 | 1,039 | 10.41 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 125,161 | -5.60 | 10,617 | 22.88 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 109,150 | -1.64 | 9,259 | 28.05 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 5,304 | 0.00 | 450 | 30.14 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1,456 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 27 | 0.00 | 2 | 100.00 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 35,680 | -4.81 | 3,026 | 23.91 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 3,408 | -19.32 | 289 | 5.09 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 190,657 | 453.29 | 16,173 | 620.40 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 494,800 | 35.93 | 41,974 | 76.94 | |||
| 2025-08-14 | 13F | DRW Securities, LLC | 24,371 | -93.42 | 2,063 | -91.46 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 229,800 | 10.00 | 19,494 | 43.18 | |||
| 2025-08-21 | NP | KINETICS PORTFOLIOS TRUST - Kinetics Global Portfolio | 153,520 | 0.00 | 13,023 | 30.18 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 8,809 | -0.86 | 747 | 29.02 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 2,000 | -18.37 | 170 | 6.29 | ||||
| 2025-08-21 | NP | KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio | 598,874 | 0.00 | 50,802 | 30.17 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 48,096 | 100.00 | 4,080 | 160.31 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 8,715 | -4.02 | 739 | 25.04 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 3,392 | 0.00 | 288 | 29.86 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 1,141 | 0.00 | 97 | 29.73 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 6,073 | 0.00 | 515 | 30.38 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 40,000 | -4.23 | 2,607 | -18.38 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 16 | 1 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 2,497 | 212 | ||||||
| 2025-08-05 | 13F | Atlas Wealth Partners, LLC | 147,923 | -3.23 | 13 | 33.33 | ||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 6,647 | 0.00 | 564 | 30.02 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Palacios Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 14,490 | 0.00 | 1,229 | 30.19 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 4,559 | 0.00 | 387 | 29.97 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 4,027 | 0.00 | 342 | 30.15 | ||||
| 2025-08-14 | 13F | Stansberry Asset Management, Llc | 19,772 | -3.81 | 1,677 | 25.24 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 33,454 | -15.26 | 2,838 | 10.30 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 10,829 | 173.74 | 919 | 257.20 | ||||
| 2025-08-21 | NP | KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio | 1,946,400 | 0.00 | 165,113 | 30.17 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 123 | 146.00 | 10 | 233.33 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 35,848 | 2.78 | 3,041 | 33.80 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 12,864 | 1,091 | ||||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 27,968 | -1.74 | 2,373 | 27.94 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 5,871 | 8.50 | 498 | 41.48 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 10,649 | -2.10 | 903 | 27.54 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 23,861 | 0.53 | 2,024 | 30.92 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 218,342 | -6.52 | 18,522 | 21.67 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 3,305 | -11.98 | 280 | 14.75 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 7,870 | 18.88 | 668 | 54.76 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 3,164 | 0.00 | 268 | 30.10 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 8,585 | 0.00 | 728 | 30.23 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 355 | -0.28 | 30 | 30.43 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 128,807 | 15.73 | 10,927 | 50.64 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 125,142 | -13.37 | 10,616 | 12.76 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 9,419 | -0.13 | 799 | 30.13 | ||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group 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 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Elevatus Welath Management | 2,900 | 246 | ||||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 12,744 | 0.00 | 1,081 | 30.24 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 8,141 | 0.00 | 691 | 30.19 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 6,400 | 0.00 | 543 | 29.98 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 16,186 | -2.41 | 1,373 | 27.13 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 2,184 | 0.00 | 185 | 30.28 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 17,312 | -3.01 | 1,469 | 26.23 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 475 | 0.00 | 31 | -14.29 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 7,215 | 0.52 | 612 | 31.05 | ||||
| 2025-07-17 | 13F | City Holding Co | 100 | 0.00 | 8 | 33.33 | ||||
| 2025-08-11 | 13F | Sprott Inc. | 37,085 | -3.15 | 3,146 | 26.05 | ||||
| 2025-05-14 | 13F | Legend Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 294,696 | -1.76 | 24,999 | 27.88 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 100,000 | 0.00 | 8,483 | 30.17 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 53,708 | -1.38 | 4,556 | 28.41 | ||||
| 2025-08-12 | 13F | Sandhill Capital Partners LLC | 2,612 | 222 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 10,668 | 0.00 | 905 | 30.07 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 150 | 0.00 | 13 | 33.33 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 2,969 | 252 | ||||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 980 | 0.00 | 83 | 31.75 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 3,647 | 0.00 | 309 | 30.38 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 2,863 | 243 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5,219 | -1.70 | 443 | 28.12 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 44,427 | 0.00 | 3,769 | 28.60 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 3,210 | 0.00 | 272 | 14.77 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 10 | 1 | ||||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 6,481 | -13.13 | 550 | 12.96 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 380 | 0.00 | 32 | 33.33 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 4,205 | 0.00 | 357 | 12.66 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1,756 | 149 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 68,650 | 275.24 | 5,824 | 374.19 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 10,040 | 0.00 | 852 | 30.12 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 675 | 0.00 | 57 | 32.56 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 15,789 | 0.00 | 1,339 | 30.25 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 2,643 | 224 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4,046 | 0.00 | 343 | 30.42 | ||||
| 2025-08-05 | 13F | Once Capital Management, LLC | 107,700 | 0.00 | 9,136 | 30.18 | ||||
| 2025-05-02 | 13F | Accredited Investor Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cantor Fitzgerald, L. P. | 8,232 | 4.20 | 698 | 35.80 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 250 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Schonfeld Strategic Advisors LLC | 6,348 | 0.00 | 538 | 30.27 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 1 | 0 | ||||||
| 2025-08-04 | 13F | Haven Private, LLC | 75,396 | -0.67 | 6,396 | 29.30 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 4,060 | -0.49 | 344 | 29.81 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 3,733 | -1.11 | 317 | 28.46 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 21,401 | -3.34 | 1,815 | 25.87 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 13,481 | -10.02 | 1,144 | 17.11 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 100 | 0.00 | 8 | 33.33 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 2,714 | 230 | ||||||
| 2025-07-17 | 13F | Bosman Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 92 | 0.00 | 8 | 40.00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 9,582 | -5.85 | 892 | 18.01 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 10 | 0.00 | 1 | |||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 7,649 | -4.15 | 649 | 24.62 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1,178 | 3.51 | 100 | 33.78 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 72,150 | -6.48 | 6,120 | 21.74 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 24,657 | -2.38 | 2,092 | 27.11 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 637,137 | -0.59 | 50 | 31.58 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 15,782 | 9.87 | 1,339 | 42.95 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 1,098 | 57.31 | 93 | 106.67 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 3,033 | 257 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 2 | 0.00 | 0 | |||||
| 2025-07-07 | 13F | Enterprise Bank & Trust Co | 3,700 | 0.00 | 314 | 29.88 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 28,338 | 0.00 | 2,404 | 30.17 | ||||
| 2025-08-14 | 13F | Ribbit Management Company, LLC | 29,309 | 0.00 | 2,486 | 30.16 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 11,261 | -1.50 | 955 | 28.19 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 327 | 44.05 | 28 | 92.86 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 5,942 | 2.15 | 504 | 33.07 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 79,622 | -5.44 | 6,754 | 23.09 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 18,907 | -3.21 | 1,604 | 25.92 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 22,348 | -3.50 | 1,896 | 25.58 | ||||
| 2025-04-30 | 13F | CFO4Life Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Financially Speaking Inc | 275 | 0.00 | 23 | 35.29 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1,006 | 0.00 | 85 | 30.77 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 100 | -75.61 | 8 | -73.33 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 2,804 | 238 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 11,865 | 8.51 | 1,105 | 33.29 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 46,103 | 4.22 | 3,911 | 35.67 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 27,390 | 0.00 | 2,323 | 30.14 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 14,417 | 0.00 | 1,223 | 30.14 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 121,538 | -2.98 | 10,310 | 26.29 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 3,495 | 0.00 | 296 | 30.40 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 321 | 0.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 4,161 | 353 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 971 | -59.89 | 82 | -47.77 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 38,621 | -7.09 | 3,276 | 20.93 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 46,963 | -0.51 | 3,984 | 29.49 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 2,586 | 219 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 8,874 | -55.72 | 753 | -46.48 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 2,655 | 225 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 56,098 | 0.28 | 4,759 | 30.53 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 76,371 | -0.73 | 6,479 | 29.22 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 12,792 | 14.29 | 1,085 | 48.83 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 18,873 | 0.24 | 1,601 | 30.51 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 2,651 | 225 | ||||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 7,160 | 0.00 | 607 | 30.26 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 92,107 | -12.00 | 7,813 | 14.54 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 3,400 | 0.00 | 288 | 30.32 | ||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 125,287 | -0.15 | 10,628 | 29.97 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 13,420 | 6,610.00 | 1,138 | 8,653.85 | ||||
| 2025-08-11 | 13F | Bedell Frazier Investment Counseling, LLC | 8,822 | -6.37 | 748 | 21.82 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 9,200 | -8.55 | 780 | 19.08 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 100 | 8 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 53,577 | 7.62 | 4,545 | 40.07 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 2,600 | 221 | ||||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 5,513 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 13,583 | 0.26 | 1,152 | 28.57 | ||||
| 2025-08-08 | 13F | Creative Planning | 96,247 | 8.87 | 8,165 | 41.71 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 10,186 | 0.00 | 864 | 30.32 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 64,467 | -4.77 | 5,469 | 23.96 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1,180 | 0.00 | 100 | 31.58 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 135,449 | -0.01 | 11,490 | 30.15 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 83 | 0.00 | 8 | 16.67 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 12,126 | -0.39 | 1,029 | 29.63 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1,760 | 0.00 | 149 | 30.70 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1,773 | 0.00 | 150 | 30.43 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10,657 | 35.19 | 904 | 76.22 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 5,269 | -33.46 | 447 | -13.57 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 7,861 | 1.29 | 667 | 31.88 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 64,382 | 5,462 | ||||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 13,531 | 0.00 | 1,148 | 30.19 | ||||
| 2025-07-16 | 13F | American National Bank | 140 | 0.00 | 12 | 22.22 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 56,195 | 0.00 | 5 | 33.33 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 12,256 | 30.09 | 1,022 | 66.72 | ||||
| 2025-05-13 | 13F | Knuff & Co LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 190 | 0.00 | 16 | 33.33 | ||||
| 2025-04-23 | 13F | KG&L Capital Management,LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 6,426 | 0.00 | 545 | 30.38 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 269 | 0.00 | 23 | 29.41 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 1,049 | 89 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 936 | 6.48 | 61 | -6.15 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 3,106 | -1.86 | 263 | 27.67 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2,411 | -36.06 | 205 | -16.73 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 7,083 | -5.33 | 601 | 23.20 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2,596 | 0.00 | 220 | 14.58 | ||||
| 2025-04-17 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Copia Wealth Management | 15,689 | -1.00 | 1,331 | 28.88 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 2,646 | -4.99 | 224 | 28.00 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 2,621 | 222 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 359 | 0.00 | 30 | 30.43 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3,535 | 0.00 | 300 | 30.00 | ||||
| 2025-07-14 | 13F | Edge Wealth Management LLC | 4,538 | 0.00 | 384 | 30.17 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,386 | 5.53 | 202 | 37.41 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 910 | 0.00 | 77 | 30.51 | ||||
| 2025-04-23 | 13F | Balboa Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 6,950 | 590 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 833 | 0.00 | 71 | 29.63 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 25,612 | 2,079.74 | 2,173 | 2,757.89 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 33,758 | -0.97 | 2,864 | 28.91 | ||||
| 2025-08-05 | 13F | Meixler Investment Management, Ltd. | 6,199 | -1.77 | 526 | 27.74 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 11,185 | 0.00 | 949 | 30.22 | ||||
| 2025-05-09 | 13F | Evolution Advisers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 4,041 | 0.00 | 343 | 30.04 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 6,595 | -8.03 | 559 | 19.70 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 11,600 | 0.00 | 984 | 30.33 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 12,468 | 3.08 | 1,058 | 34.14 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 4,419 | 0.00 | 375 | 35.02 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 43,589 | -0.01 | 3,698 | 30.13 | ||||
| 2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 13,272 | 137.13 | 1,126 | 209.07 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 134,358 | -1.58 | 11,398 | 28.11 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 2,129 | 17.36 | 181 | 52.54 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 100 | 0.00 | 8 | 33.33 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 6,276 | -50.64 | 1 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 145 | 0.00 | 12 | 33.33 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 950 | 0.00 | 81 | 31.15 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 35,102 | -7.99 | 2,978 | 19.75 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 27,565 | 0.00 | 2,338 | 30.18 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 80,100 | 6,795 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 18,535 | -4.98 | 1,572 | 23.68 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4,611 | -10.90 | 391 | 2.36 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 4,665 | 0.00 | 396 | 29.93 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 3,729 | -21.15 | 316 | 2.60 | ||||
| 2025-08-08 | 13F | Horrell Capital Management, Inc. | 8,573 | -0.23 | 727 | 29.82 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 92,664 | -6.86 | 7,861 | 21.24 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 2,905 | 246 | ||||||
| 2025-08-14 | 13F | Seldon Capital Lp | 66,107 | 0.00 | 5,608 | 30.15 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 8,108 | -1.41 | 688 | 28.41 | ||||
| 2025-07-30 | 13F | ARK Investment Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 22,200 | -4.55 | 1,883 | 24.29 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 62 | 6 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 24,617 | 0.00 | 2 | 100.00 | ||||
| 2025-05-14 | 13F | Senator Investment Group LP | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 11,931 | 0.00 | 1,012 | 30.24 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 6,160 | -0.31 | 523 | 29.85 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 182 | 0.00 | 10 | -18.18 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 11,619 | -0.12 | 986 | 29.95 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 10,947 | 0.00 | 929 | 30.15 | ||||
| 2025-08-14 | 13F | Alkeon Capital Management Llc | Call | 400,000 | 33,932 | |||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 3,740 | 1.58 | 317 | 32.64 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5,727 | -16.94 | 486 | 8.02 | ||||
| 2025-08-14 | 13F | Lakewood Capital Management, Lp | 123,500 | 0.00 | 10,477 | 30.17 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 75,957 | 0.00 | 6,443 | 30.16 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5,002 | -4.38 | 424 | 24.71 | ||||
| 2025-05-05 | 13F | Wealth Quarterback LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 3,584 | -7.08 | 304 | 21.12 | ||||
| 2025-08-12 | 13F | Warberg Asset Management LLC | 5,001 | 424 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 6,571 | 119.40 | 557 | 185.64 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 496 | 42 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 12,800 | 0.00 | 1,086 | 30.10 | |||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 6,000 | 0.00 | 509 | 29.92 | |||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 5,741 | 0.70 | 487 | 31.00 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 3,523 | 0.00 | 299 | 30.13 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 4,119 | 0.00 | 377 | 40.67 | ||||
| 2025-05-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 723 | 0.00 | 61 | 29.79 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 649,801 | -2.50 | 55,123 | 26.92 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 103,505 | -0.15 | 8,780 | 29.98 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 3,774 | -50.00 | 320 | -34.83 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 2,697 | 229 | ||||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 4,235 | -44.36 | 359 | -27.62 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 327 | 0.00 | 28 | 28.57 | ||||
| 2025-07-21 | 13F | 25 Llc | 2,610 | 221 | ||||||
| 2025-07-14 | 13F | Golden State Equity Partners | 9,160 | -1.27 | 777 | 28.64 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 4,158 | -1.61 | 353 | 28.00 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 1,446 | 123 | ||||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 420 | 0.00 | 36 | 29.63 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 411 | 0.00 | 35 | 30.77 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 32,387 | -0.42 | 2,747 | 29.64 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 69,908 | -2.22 | 5,930 | 27.28 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 11,907 | 0.08 | 1 | |||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 20,151 | 0.00 | 1,709 | 30.16 | ||||
| 2025-07-24 | 13F | SLT Holdings LLC | 118,492 | -14.04 | 10,052 | 11.90 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 50 | 0.00 | 4 | 33.33 | ||||
| 2025-08-07 | 13F | Illumine Investment Management, LLC | 27,791 | -2.83 | 2,358 | 26.52 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 17,082 | -7.10 | 1,449 | 20.85 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 6,420 | 0.00 | 545 | 30.14 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 52 | 0.00 | 4 | 100.00 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 986 | 0.00 | 84 | 29.69 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 5,454 | 0.00 | 463 | 30.14 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 7,903 | -61.78 | 656 | -50.68 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 110 | 0.00 | 9 | 28.57 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 7,969 | 36.11 | 676 | 77.43 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 2,921 | 248 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | Call | 85,700 | 124 | |||||
| 2025-07-16 | 13F | PFS Partners, LLC | 210 | -73.35 | 18 | -66.67 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 12,460 | -4.12 | 1,057 | 24.82 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 51,616 | -0.13 | 4,379 | 29.99 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 300 | 0.00 | 25 | 31.58 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 100 | 0.00 | 8 | 33.33 | ||||
| 2025-07-08 | 13F | Ransom Advisory, Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 5,996 | 0.23 | 509 | 30.59 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 41,540 | 0.48 | 3,524 | 30.77 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 40,567 | 1.05 | 3,441 | 31.54 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 22,512 | -0.20 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 5,959 | 33.52 | 506 | 74.14 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 42 | 90.91 | 0 | |||||
| 2025-07-14 | 13F | E&G Advisors, LP | 4,050 | 0.00 | 344 | 30.42 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 140 | 25.00 | 9 | 80.00 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 29 | 0.00 | 2 | 100.00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 22,370 | -2.19 | 1,898 | 27.32 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5,356 | 2.12 | 444 | 26.50 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 2,568 | 0 | ||||||
| 2025-08-14 | 13F | Camden Capital, LLC | 2,449 | 208 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 13,446 | 1.17 | 1,141 | 31.64 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 10 | 0.00 | 1 | |||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Friedenthal Financial | 33 | 0.00 | 3 | 0.00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 1,682 | 0.00 | 143 | 30.28 | ||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 18,648 | 1,582 | ||||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 60 | 0.00 | 5 | 66.67 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 2,788 | -63.86 | 237 | -52.99 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 23,738 | 0.00 | 2,014 | 30.12 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2,129 | 8.90 | 181 | 21.62 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 3,223 | 0.00 | 273 | 30.00 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 1,300 | 0.00 | 110 | 30.95 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 8,284 | -1.49 | 703 | 28.10 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 16,048 | 3.91 | 1,361 | 35.29 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 6,810 | 0.89 | 578 | 31.44 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Hutchens & Kramer Investment Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | Call | 400 | 17 | |||||
| 2025-04-28 | 13F | Milestone Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | PYA Waltman Capital, LLC | 35,415 | -1.23 | 3,004 | 28.60 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 2,752 | 233 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 68,287 | -5.77 | 6,267 | 32.72 | ||||
| 2025-08-08 | 13F | EagleClaw Capital Managment, LLC | 388,961 | -2.54 | 32,996 | 26.86 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 3,295 | 0.00 | 280 | 30.37 | ||||
| 2025-08-13 | 13F | Laidlaw Wealth Management LLC | 3,335 | 283 | ||||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 5,050 | 21.10 | 428 | 57.93 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 4,831 | -12.48 | 410 | 13.93 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 5,070 | 430 | ||||||
| 2025-08-04 | 13F | Canton Hathaway, LLC | 27,200 | 0.00 | 2 | 100.00 | ||||
| 2025-04-23 | 13F | WoodTrust Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 7,543 | 19.20 | 640 | 55.10 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 7,659 | 0.00 | 650 | 30.06 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 6,373 | 0.00 | 541 | 30.12 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 8,540 | -22.04 | 724 | 1.54 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 17,980 | -5.22 | 1,525 | 23.38 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 5,201 | -0.36 | 441 | 29.71 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 3,260 | 0.00 | 299 | 40.57 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 3,310 | 0.00 | 281 | 30.23 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 20,215 | -5.60 | 1,715 | 22.87 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 70,124 | 180.36 | 5,949 | 264.91 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 2,400 | 0 | ||||||
| 2025-07-16 | 13F | Brave Asset Management Inc | 2,824 | -11.00 | 240 | 16.02 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 150 | 0.00 | 13 | 33.33 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 270 | -46.43 | 23 | -31.25 | ||||
| 2025-08-13 | 13F | Finer Wealth Management, Inc. | 28,652 | -1.25 | 2,431 | 28.57 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,267 | 0.89 | 192 | 31.51 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 50 | 0.00 | 4 | 33.33 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 20,079 | 2.11 | 1,703 | 32.94 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 3,004 | 255 | ||||||
| 2025-08-12 | 13F | Adalta Capital Management LLC | 4,135 | 0.00 | 351 | 30.11 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 9,516 | 0.00 | 807 | 30.16 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 17,609 | -2.62 | 1,494 | 26.74 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 21,269 | -14.99 | 1,804 | 10.67 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 6,341 | -1.81 | 538 | 27.86 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 735 | 0.27 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2,900 | 246 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 8,809 | -0.23 | 747 | 29.91 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 107,600 | -0.43 | 9,128 | 29.61 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 69,519 | -3.07 | 5,897 | 26.19 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5,170 | -3.27 | 439 | 25.86 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 6,565 | 8.24 | 557 | 40.76 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 6,897 | 1.47 | 585 | 32.35 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 2,880 | -22.16 | 241 | -0.41 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 20 | 0.00 | 2 | 0.00 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 2,670 | 226 | ||||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 2,472 | 210 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 20,293 | 21.26 | 1,721 | 57.89 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 57,843 | -9.45 | 4,907 | 17.85 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 1,430 | 93 | ||||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1,025 | 41.38 | 87 | 82.98 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 3,185 | 0.00 | 270 | 30.43 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 20,602 | 5.58 | 1,748 | 37.45 | ||||
| 2025-05-14 | 13F | Pilgrim Partners Asia Pte Ltd | 12,130 | 37.06 | 791 | 20.61 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 60,571 | -11.15 | 5,599 | 26.05 | ||||
| 2025-05-14 | 13F | Jump Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 38,411 | -0.98 | 3,258 | 28.88 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 6,838 | -0.80 | 575 | 11.00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 11,163 | -0.53 | 947 | 29.41 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 400 | 0.00 | 37 | 38.46 | ||||
| 2025-04-14 | 13F | Octavia Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 3,811 | -42.83 | 248 | -49.70 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 2,884 | 245 | ||||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 67,300 | -0.28 | 5,709 | 29.81 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4,713 | -83.16 | 400 | -78.11 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 22,570 | -0.27 | 1,915 | 29.85 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 10,279 | 166.02 | 872 | 247.01 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 677 | -54.16 | 57 | -40.62 | ||||
| 2025-05-06 | 13F | Morling Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 205 | 0.00 | 17 | 30.77 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1,561 | 0.00 | 132 | 30.69 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 5,375 | 15.12 | 456 | 49.67 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 92,501 | -0.52 | 7,847 | 29.49 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 4,250 | 0.00 | 361 | 30.43 | ||||
| 2025-07-09 | 13F | Epiq Partners, Llc | 34,000 | -23.00 | 2,884 | 0.24 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 2,741 | 0.85 | 233 | 31.07 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 50 | 0.00 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | Acas, Llc | 10,006 | -0.15 | 967 | 26.61 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 2,510 | 213 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 5,979 | 1.70 | 1 | |||||
| 2025-08-19 | 13F | MRP Capital Investments, LLC | 7,655 | -3.77 | 649 | 25.29 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 3,466 | -0.20 | 294 | 30.09 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 358 | -45.59 | 30 | -28.57 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 8,500 | -21.30 | 563 | -29.66 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 2,907 | -44.32 | 247 | -27.65 | ||||
| 2025-07-07 | 13F | Trust Co | 689 | 0.00 | 58 | 31.82 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 840 | 0.00 | 71 | 31.48 | ||||
| 2025-07-30 | 13F | Sentry LLC | 3,657 | 3.57 | 310 | 34.78 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 7,468 | -6.00 | 634 | 22.44 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5,581 | 1.81 | 473 | 32.49 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 5,000 | 0.00 | 424 | 30.46 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 157,710 | 39.85 | 13 | 85.71 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 48,965 | -0.86 | 3,191 | -12.69 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 3,596 | -0.42 | 305 | 29.79 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 2,732 | 232 | ||||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 235 | 0.00 | 20 | 26.67 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 3,880 | 329 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 3,741 | -30.14 | 317 | -10.45 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Zacks Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 13,785 | -4.02 | 1,244 | 15.09 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 11 | 0.00 | 1 | |||||
| 2025-08-06 | 13F | S&t Bank/pa | 30 | 0.00 | 3 | 100.00 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 2,300 | -6.28 | 195 | 22.64 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 396,907 | -6.09 | 33,670 | 22.24 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 4,197 | 0 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 22,156 | -5.38 | 1,879 | 23.13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 2,958 | 251 | ||||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 5,163 | 0.00 | 438 | 27.78 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 17,222 | -75.75 | 1,461 | -68.45 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 388 | 33 | ||||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 212 | -42.39 | 10 | -23.08 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 8,330 | -46.71 | 707 | -30.65 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 113,310 | 400.60 | 9,612 | 551.66 | ||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 4,721 | -0.25 | 400 | 29.87 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 4,424 | 0.00 | 375 | 30.21 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 2,710 | 230 | ||||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 3,949 | -7.84 | 335 | 19.71 | ||||
| 2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 20,088 | 0.57 | 1,704 | 30.98 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9,422 | 79.02 | 799 | 132.94 | ||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Bnc Wealth Management, Llc | 2,600 | 221 | ||||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 985 | -20.69 | 82 | -2.41 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 81 | 22.73 | 7 | 50.00 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 5,388 | 0.37 | 428 | 30.58 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 526 | 0.19 | 49 | 23.08 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 30,674 | -2.85 | 2,602 | 26.49 | ||||
| 2025-07-08 | 13F | Mad River Investors | 372,381 | -0.03 | 31,589 | 30.14 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 3,865 | -2.15 | 328 | 27.24 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 440 | 0.00 | 37 | 32.14 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 5,878 | -27.03 | 0 | |||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 4,600 | 0.00 | 390 | 30.43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 270,931 | -0.60 | 23 | 29.41 | ||||
| 2025-08-07 | 13F | Nwam Llc | 22,083 | -0.23 | 1,873 | 29.89 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 45,040 | 14.46 | 3,821 | 48.99 | ||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | M1 Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 2,949 | 250 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 5,611 | 15.14 | 476 | 49.84 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 4,608 | 0.00 | 391 | 30.00 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 5,934 | 0.00 | 503 | 30.31 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 4,245 | -2.86 | 0 | |||||
| 2025-08-28 | NP | RENN Fund, Inc. | 7,282 | 0.00 | 618 | 30.17 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 4,393 | 3.54 | 373 | 34.78 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 1 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 7,862 | 667 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6,077 | 1.37 | 516 | 32.05 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 85 | -10.53 | 7 | 16.67 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 5,514 | 8,383.08 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 575 | 36.90 | 49 | 77.78 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 4,173 | 0.00 | 354 | 30.26 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1,602 | 0.00 | 136 | 29.81 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 10,000 | 0.00 | 848 | 30.26 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 2,495 | 212 | ||||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 22,186 | 59.49 | 1,882 | 107.73 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 22,976 | -12.57 | 1,949 | 13.84 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 11,597 | 1.37 | 984 | 31.95 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3,251 | -6.23 | 276 | 22.22 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 10,116 | -4.17 | 858 | 24.89 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 2,950 | 250 | ||||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 23,684 | -0.25 | 2,009 | 29.86 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 55 | -50.00 | 5 | -42.86 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4,305 | 24.85 | 365 | 62.95 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 5,868 | 0.00 | 498 | 30.10 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 685 | -50.15 | 58 | -34.83 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 50,701 | -0.03 | 4,301 | 30.11 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 11,163 | 37.88 | 947 | 79.51 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 19,744 | -9.38 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 36,575 | 0.00 | 3,103 | 30.17 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 200 | 0.00 | 17 | 23.08 | ||||
| 2025-05-06 | 13F | Cetera Investment Advisers | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 415 | 0.00 | 35 | 29.63 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 230 | 0.00 | 20 | 35.71 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 149 | 63.74 | 13 | 140.00 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 4,000 | 0.00 | 339 | 30.38 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 19,086 | -17.14 | 1,619 | 7.86 | ||||
| 2025-04-14 | 13F | ARS Wealth Advisors Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 140 | 12 | ||||||
| 2025-04-28 | 13F | Smart Money Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 124,216 | -1.57 | 10,537 | 28.13 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,425 | 206 | ||||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 12,995 | 0.00 | 1,102 | 30.26 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 326 | 0.00 | 28 | 28.57 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 2,502 | 212 | ||||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 2,548 | 69.87 | 216 | 122.68 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 56 | 0.00 | 4 | 33.33 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10,995 | 5.63 | 1 | |||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 2,737 | 0 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 14,420 | -2.82 | 1,223 | 26.47 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 6,049 | 0.00 | 513 | 30.20 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 3,819 | 0.00 | 324 | 30.24 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 7,983 | -1.53 | 677 | 28.22 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 3,067 | 260 | ||||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 15,158 | 0.00 | 1,286 | 30.19 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 29,748 | 14.38 | 2,524 | 48.85 | ||||
| 2025-03-11 | 13F/A | Elequin Capital Lp | 93 | 6 | ||||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 100 | 0.00 | 8 | 33.33 | ||||
| 2025-08-06 | 13F | Malaga Cove Capital, LLC | 13,659 | 0.00 | 1,159 | 30.11 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 3,722 | 0.00 | 316 | 30.17 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 3,449 | 0.00 | 293 | 30.36 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 8,975 | 74.27 | 761 | 127.16 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 6,649 | 492 | ||||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 51,639 | -7.03 | 4,381 | 21.03 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 11,623 | -5.60 | 986 | 22.82 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 6,325 | 0.00 | 419 | 1.46 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 72,811 | 22.66 | 6,177 | 59.67 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 16,307 | -16.73 | 1,383 | 8.39 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 1,183 | 0.00 | 100 | 29.87 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 55,106 | -11.52 | 4,677 | 15.23 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 2,859 | -14.68 | 243 | 11.01 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 2,895 | 246 | ||||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 21,021 | 4.19 | 1,783 | 35.69 | ||||
| 2025-08-13 | 13F | Philadelphia Trust Co | 21,620 | 0.00 | 2 | 0.00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 32,763 | 6.02 | 2,779 | 21.51 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 18,826 | 0.00 | 1,771 | 17.06 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 7,449 | 23.37 | 632 | 60.56 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 3,107 | 0.00 | 264 | 14.85 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 9,798 | -0.15 | 831 | 30.05 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 2,502 | 212 | ||||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 182 | 0.00 | 16 | 33.33 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 7,200 | -1.72 | 661 | 19.96 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 4,725 | 1.07 | 401 | 31.58 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 60 | 0.00 | 5 | 66.67 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 12,936 | 5,573.68 | 1,097 | 7,735.71 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 169,276 | 2.04 | 14,360 | 32.79 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 14,060 | 0.00 | 916 | 0.00 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 7,059 | 0.00 | 599 | 30.00 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 15,141 | 0.00 | 1,284 | 30.22 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 4,040 | 0.00 | 343 | 30.04 | ||||
| 2025-07-02 | 13F | Doliver Advisors, Lp | 12,116 | -0.47 | 1,028 | 29.51 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 160 | 0.00 | 14 | 30.00 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 4,590 | 0.00 | 389 | 30.10 | ||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 14,551,191 | -0.99 | 1,234,378 | 28.88 | ||||
| 2025-07-30 | 13F | CMG Global Holdings, LLC | 4,092 | -26.82 | 380 | -7.99 | ||||
| 2025-08-07 | 13F | Commerce Bank | 4,021 | 0.00 | 341 | 30.15 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 5,220 | 3.37 | 443 | 34.35 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 2,764 | 234 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 12,029 | 0.42 | 1,020 | 30.77 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 31,774 | 2,695 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7,259 | 66.76 | 616 | 117.31 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 2,455 | 208 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 2,145 | -55.10 | 182 | -41.80 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 11,555 | -1.95 | 980 | 27.60 | ||||
| 2025-08-14 | 13F | RBF Capital, LLC | 150,000 | 0.00 | 12,724 | 30.17 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 12,841 | -21.81 | 1,089 | 1.78 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 5,116 | 0.00 | 434 | 30.03 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 50 | 0.00 | 0 | |||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 9,755 | 0.00 | 828 | 30.24 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 662 | 0.00 | 56 | 30.23 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 4,445 | 0.00 | 377 | 30.45 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8,243 | 1.92 | 537 | -10.20 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 247,459 | -3.55 | 21 | 25.00 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 210 | 0.00 | 18 | 30.77 | ||||
| 2025-07-24 | 13F | Trevian Wealth Management LLC | 6,115 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 8,952 | 1.47 | 759 | 32.23 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 3,152 | -7.21 | 267 | 20.81 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 11,225 | 3.89 | 952 | 31.67 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 4,038 | 0.00 | 343 | 30.04 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10 | -95.56 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 2,515 | -3.90 | 213 | 25.29 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 102,625 | -0.05 | 8,706 | 30.10 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 72,900 | 11.31 | 6,184 | 44.93 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 9,151 | 1.22 | 1 | |||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 1,239 | 4,488.89 | 105 | 10,400.00 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 3,033 | 257 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 7,780 | -0.13 | 642 | 22.80 | ||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 11,087 | 0.00 | 941 | 30.19 | ||||
| 2025-05-06 | 13F | Windle Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 17,462 | -1.13 | 1,481 | 28.67 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 53,212 | 0.00 | 4,514 | 30.17 | ||||
| 2025-07-10 | 13F | Clare Market Investments LLC | 7,854 | 104.32 | 666 | 166.40 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 8,763 | -10.35 | 743 | 16.64 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 5,000 | 0.00 | 424 | 30.46 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 22,233 | -0.22 | 1,886 | 29.89 | ||||
| 2025-08-06 | 13F | Mcrae Capital Management Inc | 30,940 | -30.61 | 2,625 | -9.67 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 10,725 | 30.40 | 910 | 69.59 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 14,545 | -2.35 | 1,234 | 27.11 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 59,964 | -1.79 | 5,087 | 27.85 | ||||
| 2025-05-15 | 13F | Main Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1,387 | 0.00 | 118 | 30.00 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 21,857 | -2.45 | 1,854 | 26.99 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 3,950 | -3.54 | 335 | 25.94 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 24,552 | -18.67 | 2,083 | 13.83 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 101,575 | 30.34 | 8,617 | 69.67 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 14,424 | -1.60 | 1,224 | 28.06 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 24,488 | 0.00 | 2,077 | 30.22 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,010 | 431.58 | 86 | 608.33 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 3,144 | 42.91 | 267 | 86.01 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 285 | -44.23 | 24 | -32.35 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 20,615 | -0.05 | 1,749 | 30.06 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 3,845 | 0.00 | 326 | 30.40 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 186 | 0.00 | 16 | 25.00 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 4,255 | -21.64 | 361 | 1.98 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 7,260 | 0.00 | 616 | 30.02 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 7,912 | 0.00 | 671 | 30.29 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 3,415 | 3.17 | 290 | 34.42 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,041,987 | -1.94 | 88,392 | 27.64 | ||||
| 2025-08-11 | 13F | Rahlfs Capital, Llc | 4,870 | -16.67 | 413 | 17.33 | ||||
| 2025-05-15 | 13F | Fortress Private Ledger, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 491 | 0.00 | 42 | 32.26 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 14,147 | -14.90 | 1,200 | 10.80 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 105 | 0.00 | 7 | -14.29 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 27,676 | -0.47 | 2,348 | 29.53 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 11,073 | -5.37 | 939 | 23.23 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 251 | 21 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 481,900 | 38.44 | 40,880 | 80.20 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 75,000 | 15.03 | 6,362 | 49.73 | |||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 14,663 | 0.00 | 1,244 | 30.16 | ||||
| 2025-07-16 | 13F | Embree Financial Group | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 282,255 | -1.44 | 23,944 | 28.29 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 4,118 | 0.00 | 349 | 30.22 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 28,757 | 1.59 | 2,439 | 32.27 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 4,010 | -23.68 | 340 | -0.58 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 141 | 1,310.00 | 0 | |||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 5,747 | 488 | ||||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 1,114 | 0.00 | 95 | 30.56 | ||||
| 2025-08-12 | 13F/A | Giverny Capital Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 5,937 | 0.00 | 504 | 30.31 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 3,837 | 0.00 | 325 | 30.00 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | Put | 271 | 30.29 | |||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 14,850 | 1,023 | ||||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 97,685 | -0.16 | 8,287 | 29.96 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 6,087 | 33.81 | 561 | 89.53 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 53,487 | 0.00 | 4,537 | 30.19 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 8,406 | 0.00 | 713 | 30.35 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 5,145 | -13.78 | 436 | 12.37 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 11,248 | 2.52 | 954 | 33.61 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3,683 | 0.00 | 312 | 30.00 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 4,194 | -23.48 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 8,487 | 0.00 | 720 | 30.02 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 5,419 | 0.00 | 460 | 30.03 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 12,655 | 0.00 | 1,074 | 30.22 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4,849 | 31.02 | 411 | 70.54 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 270 | 0.00 | 23 | 29.41 | ||||
| 2025-07-30 | 13F | Sanders Morris Harris Llc | 3,785 | -9.92 | 321 | 17.58 | ||||
| 2025-04-28 | 13F | Revisor Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 50 | 0.00 | 4 | 33.33 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 10,147 | 0.00 | 861 | 30.11 | ||||
| 2025-06-23 | 13F/A | Nicholas Hoffman & Company, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 400 | 0.00 | 34 | 26.92 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 8,301 | 0.70 | 704 | 31.10 | ||||
| 2025-08-13 | 13F | Dixon Mitchell Investment Counsel Inc. | 425 | 0.00 | 36 | 33.33 | ||||
| 2025-05-13 | 13F | Verus Capital Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 209 | 0.00 | 18 | 30.77 | ||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 3,286 | -5.95 | 214 | -17.05 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 2,003 | -1.04 | 184 | 39.69 | ||||
| 2025-07-28 | 13F | Variant Private Wealth, LLC | 98,809 | -0.06 | 8,382 | 30.08 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 12,308 | -0.08 | 1,044 | 30.17 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 21,260 | 0.00 | 1,803 | 30.18 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 21,723 | 11.91 | 1,843 | 45.61 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 3,167 | 0.00 | 269 | 30.10 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 4,920 | -9.87 | 417 | 17.46 | ||||
| 2025-05-14 | 13F | WCG Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 878 | 0.34 | 78 | 21.88 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4,559 | 387 | ||||||
| 2025-07-16 | 13F | Novem Group | 3,888 | 0.00 | 330 | 30.04 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Princeton Capital Management Llc | 6,677 | 20.52 | 566 | 56.79 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 21,626 | 11.92 | 1,835 | 45.67 |
