Mga Batayang Estadistika
| Pemilik Institusional | 400 total, 398 long only, 2 short only, 0 long/short - change of 0.25% MRQ |
| Alokasi Portofolio Rata-rata | 0.2581 % - change of -18.17% MRQ |
| Saham Institusional (Jangka Panjang) | 83,641,637 (ex 13D/G) - change of -4.30MM shares -4.89% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,038,451 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF (US:HYMB) memiliki 400 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 83,650,512 saham. Pemegang saham terbesar meliputi Sei Investments Co, Raymond James Financial Inc, Fmr Llc, Goldman Sachs Group Inc, Wells Fargo & Company/mn, Bank Of America Corp /de/, LPL Financial LLC, Avantax Planning Partners, Inc., Wright Fund Managment, LLC, and Grimes & Company, Inc. .
Struktur kepemilikan institusional SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF (ARCA:HYMB) 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 24.51 / share. Previously, on September 9, 2024, the share price was 26.13 / share. This represents a decline of 6.20% 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 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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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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.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 312 | 0.00 | 8 | 0.00 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 2,104,713 | 6.17 | 52,155 | 4.32 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 127,147 | 1,188.61 | 3,151 | 1,170.16 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 18,331 | 1.73 | 454 | 0.00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 958 | 1.16 | 24 | 0.00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 84,997 | -55.47 | 2,106 | -56.24 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 9,727 | -56.77 | 241 | -58.09 | ||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 447,152 | -10.15 | 11,036 | -12.35 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 20 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 245,644 | -68.11 | 6,087 | -68.67 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1,001 | -13.63 | 25 | -17.24 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 163,495 | -48.28 | 4,051 | -49.18 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 48,272 | -83.12 | 1,196 | -83.41 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 26,485 | 13.52 | 656 | 11.56 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 15,228 | 5.19 | 377 | 3.29 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 49,883 | 35.00 | 1,232 | 32.47 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 33,312 | -2.16 | 825 | -3.85 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | -3,349 | -43.17 | -83 | -44.59 | |||
| 2025-07-10 | 13F | Wedmont Private Capital | 88,675 | 0.15 | 2,181 | 1.82 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 16,742 | 0.00 | 415 | -1.90 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 10,542 | -6.77 | 261 | -8.42 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 10,309 | -22.52 | 255 | -23.88 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 2,729,665 | 21.59 | 67,641 | 19.47 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 32,102 | -27.37 | 795 | -28.64 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 18,500 | 0.00 | 458 | -1.72 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 13,836 | 343 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 291,506 | -45.10 | 7,224 | -46.06 | ||||
| 2025-04-23 | 13F | Oppenheimer & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 13,999 | -64.72 | 347 | -65.40 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 25,036 | -85.40 | 620 | -85.32 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 66,137 | 6.50 | 1,634 | 4.28 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 28,793 | -77.10 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 11,196 | 0.00 | 277 | -1.77 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 328,754 | 0.99 | 8,147 | -0.77 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 42,232 | 1,047 | ||||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 20,629 | 511 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 189,223 | 0.00 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 21,843 | -1.56 | 541 | -3.22 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 56,630 | 5.03 | 1,396 | 1.75 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 81,522 | 2,020 | ||||||
| 2025-08-08 | 13F | AJ Advisors, LLC | 110,752 | 2,744 | ||||||
| 2025-03-26 | NP | WTABX - Wilmington Municipal Bond Fund Class A Shares | 364,050 | -39.09 | 9,360 | -39.47 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 66,998 | 41.57 | 1,660 | 39.15 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 15,970 | 396 | ||||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 17,756 | -4.36 | 430 | -5.91 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 160 | 4 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 371,434 | 241.27 | 9,204 | 235.42 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 9,263 | -0.29 | 230 | -2.14 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 949 | 0.74 | 24 | 0.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 35,859 | -18.99 | 889 | -20.43 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 155,531 | 7.27 | 3,854 | 5.42 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 776 | 0.00 | 19 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | -100.00 | 0 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 457,675 | 44.09 | 11,350 | 41.68 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16,943 | -7.41 | 420 | -9.11 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 256,289 | -42.97 | 6 | -45.45 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 23,908 | 0.00 | 589 | 1.73 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 299,341 | -0.82 | 7,418 | -2.55 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 6,695,210 | 25.60 | 165,907 | 23.41 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 36,759 | 2.19 | 911 | 0.33 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 262 | 6 | ||||||
| 2025-08-05 | 13F | Dravo Bay Llc | 67,968 | 22.86 | 1,684 | 20.72 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 39,829 | -26.37 | 987 | -27.71 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 298,704 | 67.16 | 7,402 | 63.74 | ||||
| 2025-05-15 | 13F | Minot DeBlois Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 96,702 | -27.40 | 2,396 | -28.67 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 19,377 | 480 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 21,733 | 48.95 | 527 | 48.17 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 18,104 | -7.12 | 440 | -10.93 | ||||
| 2025-05-02 | 13F | Evergreen Private Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 29,376 | 16.52 | 728 | 14.49 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 15,370 | 7.27 | 381 | 5.26 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 11,293 | 280 | ||||||
| 2025-07-30 | 13F | First Interstate Bank | 24,438 | 0.00 | 606 | -1.79 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 8,866 | 4.75 | 220 | 2.82 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 25,796 | 61.51 | 637 | 63.33 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Lavaca Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 36,553 | -27.07 | 906 | -28.40 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,225,103 | -4.99 | 55,138 | -6.65 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,113,484 | -5.10 | 52,372 | -6.75 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 300 | 7 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 9,057 | -42.08 | 224 | -43.15 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 36,170 | 195.41 | 896 | 190.91 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 103,474 | 0.74 | 2,564 | -1.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 80,040 | 1.23 | 1,983 | -0.50 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 199,201 | -0.36 | 4,936 | -2.10 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 15,590 | -1.60 | 386 | -3.26 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3,817 | -5.40 | 95 | -6.93 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 19,629 | -14.10 | 486 | -15.62 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 892 | 0.00 | 22 | 0.00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 323 | -75.47 | 8 | -78.79 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 14,010 | 347 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 14,926 | -16.13 | 370 | -17.63 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 88,787 | -4.57 | 2,200 | -6.22 | ||||
| 2025-05-15 | 13F | Alliancebernstein L.p. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 303,142 | 2.80 | 7,512 | 1.01 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 31,791 | -59.72 | 788 | -60.45 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 127,908 | 37.54 | 3,163 | 35.01 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 423,307 | -2.02 | 10,490 | -3.74 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 4,439 | 0.00 | 110 | -1.80 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 31,200 | -2.80 | 773 | -4.45 | |||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 70,899 | -11.07 | 1,757 | -12.64 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 84,467 | -16.54 | 2,093 | -17.99 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 10,050 | 0.00 | 249 | -1.58 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 42,382 | 0.00 | 1,050 | -1.69 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 23,146 | 100.02 | 562 | 96.15 | ||||
| 2025-04-14 | 13F | PFS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 1,421 | 0.00 | 35 | 0.00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 48 | 0.00 | 1 | 0.00 | ||||
| 2025-04-25 | 13F | Trademark Financial Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-05 | 13F | Parkworth Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,528 | 38 | ||||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 101,534 | 6.07 | 2,516 | 4.23 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 100,751 | -3.40 | 2,497 | -5.10 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 27,454 | 680 | ||||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 18,893 | 63.83 | 483 | 66.55 | ||||
| 2025-05-07 | 13F | Advantage Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 9,755 | -1.06 | 242 | -2.82 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 162,305 | 76.48 | 4,022 | 73.39 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 76,341 | 0.61 | 1,892 | -1.15 | ||||
| 2025-06-06 | 13F | Blue Oak Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 54,522 | -1.03 | 1,351 | -2.74 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 26,339 | 653 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 94 | 0.00 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 20,219 | 0.00 | 501 | -1.57 | ||||
| 2025-05-29 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 287,500 | 0.00 | 7,251 | -1.41 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 352 | -77.44 | 9 | -79.49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 179,179 | -4.91 | 4 | 0.00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 93 | -99.86 | 2 | -99.88 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 10,950 | 28.21 | 271 | 26.05 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-18 | 13F | CENTRAL TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 8,860 | 0.00 | 220 | -1.79 | ||||
| 2025-05-15 | 13F | Wealth Management Nebraska | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 53,411 | 5.71 | 1,324 | 3.85 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 58,806 | -5.39 | 1,457 | -7.02 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 836,993 | 12.19 | 20,741 | 10.23 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,966,913 | 12.94 | 48,740 | 10.97 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 26,965 | -4.69 | 668 | -6.31 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 8,823 | 3.87 | 219 | 1.87 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 687 | 17 | ||||||
| 2025-07-15 | 13F | BCS Wealth Management | 15,796 | -1.81 | 0 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 11,408 | -0.38 | 283 | -2.08 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 4,819 | 1.15 | 119 | -0.83 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 37,276 | 90.63 | 924 | 87.22 | ||||
| 2025-03-20 | NP | TDSB - Cabana Target Drawdown 7 ETF | 466,780 | -9.81 | 12,001 | -10.37 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 12,615 | 313 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 434,823 | -9.60 | 10,775 | -11.18 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 10,286 | -2.99 | 255 | -4.87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Wright Fund Managment, LLC | 2,281,100 | 0.00 | 57,529 | 0.00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 19,458 | -1.13 | 482 | -2.82 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 182,832 | 0.45 | 4,507 | -1.83 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,315 | -9.44 | 33 | -11.11 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 16,315 | 404 | ||||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 41,650 | 6.66 | 1,032 | 4.88 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 21,861 | 18.16 | 542 | 16.09 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 465,954 | -3.65 | 11,546 | -5.33 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 310,564 | 0.77 | 7,696 | -0.99 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 549,509 | -5.09 | 13,617 | -6.75 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 29,195 | 48.12 | 721 | 44.87 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 17,960 | 4.70 | 445 | 3.01 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 17,936 | 444 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 26,348 | -1.62 | 653 | -3.41 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 2,125 | -95.66 | 53 | -95.79 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 25,320 | 3.21 | 627 | 1.46 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 67,488 | -10.24 | 1,672 | -11.81 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,186 | -97.04 | 29 | -97.13 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 153,107 | -4.02 | 3,794 | -5.72 | ||||
| 2025-05-01 | 13F | Ballentine Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 10,378 | 257 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 30,632 | 0.00 | 759 | -1.68 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 12,282 | 1.14 | 304 | -0.65 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4,624 | 174.75 | 115 | 171.43 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 10,358 | 0.00 | 257 | -1.92 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 39,698 | -7.72 | 963 | -8.81 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 172 | -67.49 | 4 | -69.23 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 533,510 | 96.39 | 13,220 | 92.96 | ||||
| 2025-07-25 | NP | PMOAX - Opportunistic Municipal Fund Class A | 1,678 | 0.00 | 41 | -4.65 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 6,157,569 | 7.37 | 152,585 | 5.50 | ||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 10,228 | 13.66 | 253 | 11.95 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 55,181 | 12.04 | 1,367 | 10.06 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 52,226 | 25.07 | 1,294 | 22.89 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 88,083 | -85.23 | 2,183 | -85.49 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,136 | 0.28 | 53 | -1.89 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 23,043 | 571 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 39 | -58.06 | 1 | -100.00 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 29,074 | -20.66 | 720 | -22.08 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 362,409 | -0.86 | 8,980 | -2.59 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 14,585 | 361 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 12,140 | 19.44 | 298 | 17.86 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 47,341 | 6.36 | 1,168 | 4.10 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 33,895 | 57.06 | 1 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,625 | 1.12 | 40 | 0.00 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 15,248 | 0.00 | 378 | -1.82 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 54,490 | -0.40 | 1,350 | -2.10 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 269,870 | -1.90 | 6,687 | -3.60 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 16,533 | -3.80 | 410 | -5.54 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 417,477 | 0.46 | 10 | 0.00 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 2,274,020 | 12,353.56 | 56,350 | 12,150.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 54,336 | -12.06 | 1,346 | -13.61 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 31,521 | 2,378.07 | 1 | -96.87 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 18,234 | 10.34 | 452 | 8.41 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 15,836 | -34.01 | 392 | -35.21 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 570 | 0.35 | 14 | 0.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 79,662 | -58.89 | 1,974 | -59.61 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 62,872 | 37.65 | 1,558 | 35.27 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 52,624 | 13.70 | 1,304 | 11.74 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 944 | 0.00 | 24 | 0.00 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 25,775 | -0.79 | 639 | -2.60 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 15,365 | 0.87 | 381 | -1.04 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 42,450 | -1.68 | 1,052 | -3.40 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 110,051 | 2,727 | ||||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 98,520 | 1.46 | 2,441 | -0.29 | ||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 35,907 | 0.00 | 919 | 0.00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 107,694 | -41.43 | 2,669 | -42.46 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 106,531 | 2,590 | ||||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 12,078 | 0.00 | 299 | -1.64 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 44,051 | 4.83 | 1,092 | 3.02 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 36,714 | 0.00 | 910 | -1.73 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 15,940 | 0.78 | 395 | -0.75 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 182,140 | 25.10 | 4,513 | 22.94 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 40,399 | 31.89 | 1,001 | 29.66 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 16,231 | 402 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 14,837 | 1.37 | 368 | -0.54 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Omega Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 136,439 | 13.50 | 3,381 | 11.51 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | Tritonpoint Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 10,785 | -32.66 | 267 | -33.75 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 12,643 | 313 | ||||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 41,157 | -71.70 | 1,020 | -72.21 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 9,071 | -14.90 | 225 | -16.42 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 10,158 | 0.00 | 252 | -1.95 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,567 | 39 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 32 | 1,500.00 | 1 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 15,197 | -0.57 | 377 | -2.34 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 32,685 | 9.50 | 810 | 7.58 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 90 | 0.00 | 2 | 0.00 | ||||
| 2025-04-14 | 13F | Eagle Wealth Strategies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 111,342 | -17.99 | 2,759 | -19.40 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 26,775 | 13.21 | 663 | 11.24 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 9,979 | -4.20 | 247 | -5.73 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 658 | 0.00 | 16 | 0.00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 5,181,822 | 4.17 | 128,406 | 2.36 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 58,018 | 7.85 | 1,438 | 5.97 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 14,895 | -27.56 | 369 | -28.76 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Hobbs Group Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 22,771 | -8.69 | 561 | -10.83 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 8,687 | 0.00 | 215 | -1.83 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 11,895 | 11.30 | 295 | 9.29 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 41,583 | -4.42 | 1,030 | -6.11 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 39,913 | -2.68 | 989 | -4.35 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,292 | 102.29 | 57 | 100.00 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 90,027 | -2.20 | 2,231 | -3.92 | ||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 26,000 | 644 | ||||||
| 2025-06-23 | NP | PTEAX - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A | 9,994 | 0.00 | 248 | -3.12 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 7,314 | 178.95 | 181 | 182.81 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8,488 | 210 | ||||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 118,211 | -5.41 | 2,929 | -7.05 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 18,311 | -32.43 | 454 | -33.67 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 21,014 | -12.53 | 521 | -14.05 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 39,923 | 97.57 | 1 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 31,377 | 4.96 | 778 | 3.19 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 10,499 | -6.53 | 260 | -8.13 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 9,766 | 1.39 | 242 | 0.00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 73,913 | 2.22 | 2 | 0.00 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 140 | 0.00 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 71,109 | 25.24 | 1,762 | 23.13 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 100 | 0 | ||||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 187,109 | -4.43 | 4,637 | -6.10 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 42,366 | -57.22 | 1,050 | -57.99 | ||||
| 2025-04-30 | 13F | Black Diamond Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 99,922 | 7.83 | 2,476 | 5.95 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 10,383 | 25.85 | 257 | 23.56 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 122,593 | 8.65 | 3,038 | 6.75 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 33,196 | -48.40 | 823 | -49.32 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 9,690 | 0.00 | 240 | -1.64 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 525,217 | 0.16 | 13,015 | -1.59 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,148,568 | -1.92 | 28,469 | -3.55 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3,587 | 89 | ||||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 50,219 | 1.52 | 1,244 | -0.24 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 29,955 | -27.07 | 742 | -28.31 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 135 | 0.00 | 3 | 0.00 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 240 | 6 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 18,170 | 83.54 | 450 | 80.72 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Code Waechter LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 142 | -3.40 | 4 | 0.00 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 23,395 | -47.03 | 580 | -47.98 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 219,173 | -1.06 | 5,431 | -2.77 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 32,309 | 47.10 | 801 | 44.67 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 14,895 | -12.00 | 369 | -13.38 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 788,459 | 2.73 | 19,538 | 0.95 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 22,100 | -16.88 | 548 | -18.36 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 10,228 | 13.92 | 253 | 11.95 | ||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 40 | 0.00 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 9,093 | 0.89 | 225 | -0.88 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 14,245 | 0.04 | 353 | -1.95 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 23,035 | 13.40 | 560 | 9.18 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 49,695 | -43.42 | 1,231 | -44.42 | ||||
| 2025-07-15 | 13F | Xcel Wealth Management, LLC | 18,000 | 0.00 | 446 | -1.55 | ||||
| 2025-07-24 | 13F | Eastern Bank | 60 | 0.00 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 271 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8,108 | -0.21 | 201 | -1.96 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 93,945 | 1.36 | 2,328 | -0.43 | ||||
| 2025-07-14 | 13F | Friday Financial | 40,158 | -17.00 | 995 | -18.71 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 154,468 | 0.97 | 3,828 | -0.80 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 181,659 | 75.59 | 4,487 | 72.14 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 29,143 | -4.15 | 722 | -5.74 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 188,749 | -3.12 | 4,677 | -4.80 | ||||
| 2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 66,538 | 0.00 | 1,748 | 0.00 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 12,995 | -14.57 | 322 | -15.93 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,000 | 0.00 | 25 | -4.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 40,449 | 9.45 | 1,002 | 7.51 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | TCP Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Peterson Wealth Services | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 5,444 | -21.60 | 135 | -23.43 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 8,610 | 213 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 11,593 | 0.00 | 287 | -1.71 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 88 | 0.00 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 19,542 | 484 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 12,678 | -56.94 | 314 | -57.68 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 192,912 | 137.70 | 4,780 | 133.63 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 18,425 | -1.88 | 457 | -3.59 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 11,672 | 0.00 | 289 | -1.70 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 88,491 | -43.64 | 2,193 | -42.16 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 15,992 | 396 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5,074,698 | -2.85 | 125,751 | -4.55 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 225 | 0.00 | 6 | 0.00 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 48,227 | 425.81 | 1,195 | 417.32 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 231,501 | -9.86 | 5,737 | -11.44 | ||||
| 2025-08-13 | 13F | Oribel Capital Management, LP | Call | 608,200 | 46,868 | |||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 99,003 | -7.41 | 2,453 | -9.01 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 18,500 | 103.07 | 458 | 100.00 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 31,409 | -27.28 | 778 | -28.56 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 21,949 | 4.51 | 544 | 2.65 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 13,865 | 0.00 | 344 | -1.72 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 1,140,355 | -11.44 | 28,258 | -12.99 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 38 | 2.70 | 1 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 9,481 | 1.14 | 235 | -0.85 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 27,218 | -19.49 | 1 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 9,181 | -29.40 | 228 | -30.58 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 79,310 | -83.40 | 1,965 | -83.69 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 51,390 | -5.18 | 1,273 | -6.81 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 10,560 | -23.85 | 262 | -25.21 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 180 | 89.47 | 4 | 100.00 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 46,213 | 54.53 | 1,145 | 51.86 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 426,383 | 0.78 | 10,566 | -0.98 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 64,473 | -2.39 | 1,598 | -4.08 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 14,935 | 0.78 | 370 | -0.80 | ||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 18,518 | 0 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 51,700 | 0.00 | 1,281 | -1.69 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 8,865 | -16.27 | 220 | -17.98 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 9,340 | 231 | ||||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 20,825 | 0.00 | 516 | -1.71 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8,253 | -81.62 | 0 | -100.00 | ||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 10,742 | 0.68 | 0 | |||||
| 2025-08-08 | 13F | Cercano Management LLC | 1,387,825 | 0.00 | 34,390 | -1.74 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 13,968 | -2.78 | 346 | -4.42 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 9,393 | 0.00 | 233 | -1.69 | ||||
| 2025-08-28 | NP | STMYX - Sierra Tactical Municipal Fund Class Special Shares | 442,200 | -77.82 | 10,958 | -78.21 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 35,436 | 18.70 | 878 | 15.07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 996,285 | 16.16 | 24,688 | 14.13 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,000 | 0.00 | 25 | -4.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 220 | -1.79 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,837 | -1.37 | 244 | -3.19 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 12,000 | 63,057.89 | 297 | 29,600.00 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 18,550 | 0.00 | 460 | -1.71 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 8,822 | 219 | ||||||
| 2025-04-17 | 13F | Warther Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 12,242 | 303 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 549,661 | 49.19 | 13,621 | 46.59 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 10,343 | 0.85 | 256 | -0.78 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 13,748 | -1.09 | 341 | -2.86 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 24,750 | -1.22 | 613 | -3.16 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 106,286 | 11.82 | 2,634 | 9.85 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 1,246 | 0.00 | 31 | -3.23 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 53,862 | 1,335 | ||||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 26,599 | 0.00 | 659 | -1.64 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 14,676 | 22.68 | 364 | 20.60 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 1,184,208 | -3.57 | 29,345 | -5.25 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 67,617 | 9.97 | 1,676 | 8.06 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,978,027 | -0.25 | 73,795 | -1.99 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 19,204 | -5.40 | 476 | -7.05 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 23,340 | -18.64 | 578 | -20.06 | ||||
| 2025-04-17 | 13F | Exchange Traded Concepts, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 62,120 | -15.63 | 1,539 | -17.08 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 167,717 | -22.70 | 4,156 | -24.04 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 26,251 | -19.81 | 651 | -21.21 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 42,293 | 2.36 | 1,048 | 0.58 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Beta Wealth Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Kwmg, Llc | 58,233 | -31.37 | 1,443 | -32.54 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 12,405 | 0.91 | 307 | -0.97 | ||||
| 2025-08-14 | 13F | Clifford Group, LLC | 17,378 | 14.42 | 431 | 12.27 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 79,802 | -4.79 | 1,960 | -7.29 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,769,142 | 5.53 | 118,179 | 3.69 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 60,979 | -2.49 | 1,511 | -4.19 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 15,146 | -4.58 | 375 | -6.25 | ||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 19,956 | 0.00 | 503 | 0.00 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 9,475 | 0.00 | 235 | -1.68 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 47,088 | -17.06 | 1,167 | -18.52 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 593,900 | 3.18 | 14,717 | 1.38 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 2,876 | 2.06 | 71 | 0.00 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 320 | 0.00 | 8 | -12.50 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 24,560 | -6.90 | 609 | -8.57 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 6,203 | 154 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 290,082 | 13.97 | 7,188 | 11.96 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 21,230 | 9.66 | 526 | 7.79 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 4,018 | 0 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Clean Yield Group | 3,593 | 0.00 | 89 | -1.11 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 146,223 | 2.78 | 3,623 | 0.98 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 76,779 | -35.26 | 1,903 | -36.39 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5,449,536 | -46.89 | 135,040 | -47.81 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 406,646 | 9.33 | 10,077 | 7.42 | ||||
| 2025-07-17 | 13F | Asio Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | K2 Financial Inc. | 36,326 | 12.50 | 887 | 12.58 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 80,722 | 18.49 | 2,000 | 16.41 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 87,215 | -7.73 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 900 | 0.00 | 22 | 0.00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 12,139 | -67.64 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10,152 | -13.22 | 0 | |||||
| 2025-07-29 | 13F | Ariston Services Group | 10,535 | 0.71 | 261 | -0.76 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 41,506 | -2.03 | 1,029 | -3.75 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 10,185 | 2.22 | 252 | 0.40 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 24,800 | 0.00 | 602 | -0.99 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | -5,526 | -27.90 | -137 | -29.53 | |||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 846 | 0.00 | 21 | -4.76 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 12,379 | 307 | ||||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 35,548 | 881 | ||||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 11,718 | -12.13 | 284 | -15.48 |
