Mga Batayang Estadistika
| Pemilik Institusional | 469 total, 466 long only, 0 short only, 3 long/short - change of 9.28% MRQ |
| Alokasi Portofolio Rata-rata | 0.3550 % - change of 2.80% MRQ |
| Saham Institusional (Jangka Panjang) | 29,646,137 (ex 13D/G) - change of 0.39MM shares 1.35% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 3,177,479 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares Expanded Tech Sector ETF (US:IGM) memiliki 469 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 29,646,137 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, Signature Estate & Investment Advisors Llc, EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB, Equitable Holdings, Inc., Bank Of Montreal /can/, Royal Bank Of Canada, LPL Financial LLC, Jpmorgan Chase & Co, and Cerity Partners LLC .
Struktur kepemilikan institusional iShares Trust - iShares Expanded Tech Sector ETF (ARCA:IGM) 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 119.46 / share. Previously, on September 6, 2024, the share price was 86.96 / share. This represents an increase of 37.37% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 168 | 0.00 | 19 | 20.00 | ||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 11,826 | 0.00 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 48,202 | -4.04 | 5,588 | 22.71 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 650 | 0.00 | 59 | -12.12 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 8,964 | 0.00 | 1,007 | 24.01 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 2,700 | -4.66 | 303 | 18.36 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 1,907 | 214 | ||||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 2,604 | -63.19 | 293 | -54.45 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 506 | 0.20 | 57 | 24.44 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 8,700 | 0.00 | 977 | 23.98 | ||||
| 2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 11,400 | 78.12 | 1,281 | 120.69 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 4,323 | 0.00 | 486 | 24.04 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 245,426 | -0.28 | 27,571 | 23.26 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 21,956 | -10.07 | 2,467 | 11.43 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,277 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 3,776 | 427 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 561 | -3.77 | 63 | 21.15 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 25,154 | -33.14 | 2,854 | -16.36 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 6,125 | -0.95 | 688 | 22.86 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 29,434 | -2.29 | 3,307 | 21.05 | ||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 4,988 | 0.00 | 452 | 0.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8,127 | 3.83 | 913 | 28.77 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 2,592 | -75.29 | 291 | -69.40 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 6,439 | -4.42 | 723 | 18.52 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 20 | 0.00 | 2 | 100.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 488,814 | 13.88 | 55 | 42.11 | ||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 7,105 | 2.75 | 798 | 27.48 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 88,976 | 10.74 | 9,996 | 37.20 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 3,654 | 0.05 | 411 | 23.87 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 6,808 | -0.26 | 765 | 23.62 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 21,000 | -0.11 | 2,359 | 23.77 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 188,571 | 0.49 | 21 | 23.53 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 208,061 | 91.16 | 23,374 | 136.86 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1,534 | -0.90 | 172 | 22.86 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 3,273 | 8.27 | 368 | 33.94 | ||||
| 2025-05-09 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 4,392 | 493 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 2,450 | -28.96 | 275 | -11.86 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 8,837 | 24.08 | 993 | 53.80 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 11,375 | 1.51 | 1,278 | 25.69 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 2,178 | 245 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2,093 | 75.73 | 235 | 119.63 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 10,800 | 0.00 | 1,213 | 23.90 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 4,351 | -88.77 | 489 | -86.10 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 4,285 | 27.61 | 481 | 58.22 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 13,308 | 1.71 | 1,584 | 30.61 | ||||
| 2025-05-29 | 13F | Apeiron RIA LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 4,137 | 465 | ||||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 70 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3,757 | -4.47 | 422 | 18.54 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 47,071 | -0.43 | 5,288 | 23.36 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,306 | -0.84 | 596 | 22.89 | ||||
| 2025-08-14 | 13F | Fmr Llc | 32,482 | 3.43 | 3,649 | 28.17 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 2,715 | -2.16 | 305 | 21.51 | ||||
| 2025-08-14 | 13F | Betterment LLC | 2,348 | 0 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 21 | 0.00 | 2 | 100.00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 5,387 | 117.74 | 605 | 170.09 | ||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 2,503 | 0.00 | 256 | 0.00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 5,790 | -2.49 | 650 | 20.82 | ||||
| 2025-08-11 | 13F | Eq Llc | 2,234 | 0.00 | 251 | 23.76 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Ewa, Llc | 1,929 | 217 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 168 | 0.00 | 19 | 20.00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 6,084 | -1.54 | 683 | 21.96 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 1,847 | 207 | ||||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 300 | 0.00 | 34 | 22.22 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,227,277 | -2.52 | 137,872 | 20.78 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 14,688 | 0.00 | 1,650 | 23.97 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Grassi Investment Management | 3,650 | -14.22 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 93 | -1.06 | 11 | 25.00 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 14,239 | -6.28 | 1,600 | 16.12 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 9,784 | -5.38 | 1,099 | 17.29 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 3,595 | 404 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 10,561 | 0.95 | 1,186 | 25.11 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 2,199 | -75.82 | 247 | -70.02 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,260 | 0.00 | 140 | 22.81 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14,185 | 5.76 | 1,594 | 31.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,619,861 | -11.74 | 294,315 | 9.35 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 12,572 | -1.44 | 1,412 | 22.15 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 2,064 | 232 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3,893 | 437 | ||||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 24,174 | -48.76 | 2,716 | -36.52 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 7 | 1 | ||||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 6,000 | 0.00 | 566 | 9.28 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 4,662 | 0.00 | 524 | 23.93 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3,881 | 15.85 | 0 | |||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 4 | 0.00 | 0 | |||||
| 2025-05-01 | 13F | LRI Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 252 | 28 | ||||||
| 2025-07-24 | 13F | Tandem Capital Management Corp /adv | 7,595 | 0.93 | 853 | 25.07 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 93 | -17.70 | 86 | 750.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 582,918 | -9.28 | 65,485 | 12.41 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 12,488 | 21.17 | 1,403 | 50.11 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 6,156 | -8.19 | 692 | 13.84 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1,929,928 | 1.68 | 216,808 | 25.99 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 147,961 | 21.79 | 16,622 | 50.89 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Embree Financial Group | 7,387 | 0.04 | 830 | 23.92 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 78,412 | 301.35 | 9 | 700.00 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 210 | 0.00 | 24 | 21.05 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 350 | 39 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 102,667 | 0.14 | 11,534 | 24.08 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 3,333 | 14.65 | 374 | 42.21 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 49,910 | 66.66 | 5,607 | 106.48 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5,506 | 55.62 | 618 | 93.13 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,194,332 | 3.05 | 134,171 | 27.68 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 154 | 0.00 | 17 | 30.77 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 3,954 | 0.00 | 444 | 24.02 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 19,400 | 2,179 | |||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 5,935 | 667 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 2,400 | 270 | |||||
| 2025-08-05 | 13F | Ring Mountain Capital, LLC | 2,520 | 0.64 | 288 | 26.87 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 64,220 | 0.00 | 7,214 | 23.91 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 37,327 | 7.21 | 4,193 | 32.86 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 5,598 | 0.00 | 629 | 23.87 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 600 | 0.00 | 67 | 24.07 | ||||
| 2025-08-07 | 13F | Gouws Capital LLC | 2,300 | 0.00 | 258 | 24.04 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 15,080 | 0.00 | 1,694 | 23.92 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 960 | 0.00 | 108 | 22.99 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 6,588 | 71.56 | 701 | 101.15 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 34,700 | 93.85 | 3,898 | 140.32 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 2,500 | 8.70 | 281 | 34.62 | |||
| 2025-08-14 | 13F | Wellington Management Group Llp | 146,041 | -30.11 | 16,406 | -13.41 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 55 | 6 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 240 | 0.00 | 27 | 23.81 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 62,657 | 128 | ||||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 200 | -33.33 | 22 | -18.52 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 17,767 | -0.34 | 2 | 100.00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 8,520 | -6.17 | 957 | 16.28 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 1,881 | 211 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 3,642 | 10.46 | 409 | 37.25 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 254 | 0.00 | 29 | 27.27 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 4,589 | 105.78 | 1 | |||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 4,996 | 29.83 | 561 | 61.21 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 13,833 | -4.43 | 1,554 | 18.37 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 4,788 | 0.95 | 538 | 24.88 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 8,635 | 0.00 | 970 | 24.04 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 9,774 | 0.00 | 1,098 | 23.93 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 996 | -20.06 | 112 | -0.89 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 60,878 | -2.77 | 6,838 | 20.45 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 4,070 | -2.51 | 457 | 20.90 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 2,993 | -43.19 | 336 | -29.56 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 6,047 | -10.06 | 679 | 11.49 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 79,088 | -4.60 | 8,885 | 18.20 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3,160 | 6.76 | 355 | 32.46 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 15,511 | 1.27 | 1,742 | 25.50 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 3,648 | 0.00 | 410 | 23.94 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 400 | 0.00 | 45 | 22.22 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 3,511 | 394 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 8,579 | -2.95 | 964 | 20.22 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4,959 | -10.20 | 557 | 11.40 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 4,985 | 7.32 | 560 | 33.02 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 132 | 0.00 | 15 | 27.27 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 2,400 | 0.00 | 270 | 23.96 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5,236 | -66.28 | 588 | -58.24 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 2,044 | 230 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 2,823 | -0.04 | 317 | 23.83 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 600 | 14.94 | 67 | 42.55 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 3,886 | 0.05 | 437 | 23.86 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 10,113 | 0.02 | 1 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 222 | 0.00 | 25 | 20.00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1,045 | 120.46 | 117 | 178.57 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,212 | 0.00 | 136 | 24.77 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 511 | -10.82 | 57 | 11.76 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 2,580 | 0.00 | 290 | 24.03 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 2,016 | 227 | ||||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 3,843 | -9.53 | 432 | 11.95 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 642,019 | -0.71 | 72,124 | 23.02 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 11,861 | -3.97 | 1,332 | 19.03 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 21,891 | 11.29 | 2,459 | 37.91 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 166 | 20 | ||||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1,233 | 0.00 | 139 | 24.32 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 78 | 0.00 | 9 | 14.29 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 64,617 | -1.13 | 7 | 40.00 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 16,122 | -4.61 | 1,811 | 18.21 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 58,839 | 13.09 | 6,610 | 40.11 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 55,973 | -1.17 | 6,288 | 22.45 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 186,575 | -21.10 | 20,939 | -2.35 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 86,663 | 9,736 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 13,158 | 0.00 | 1,478 | 23.89 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 110 | 0.00 | 12 | 33.33 | ||||
| 2025-08-14 | 13F | Humankind Investments LLC | 48,930 | 0.00 | 5,497 | 23.90 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 2,250 | 0.00 | 253 | 23.53 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 861 | -7.52 | 97 | 14.29 | ||||
| 2025-08-07 | 13F | Commerce Bank | 5,128 | 6.77 | 576 | 32.41 | ||||
| 2025-08-08 | 13F | Creative Planning | 34,967 | -11.26 | 3,928 | 9.97 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB | 1,745,429 | -6.95 | 196,081 | 15.29 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 25 | -3.85 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 7,329 | -7.81 | 823 | 14.31 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 231 | -60.41 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 1,722 | 0.00 | 193 | 23.72 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 5,070 | 0.00 | 570 | 23.97 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 1,800 | 208 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 99,000 | -60.00 | 11,122 | -50.44 | ||||
| 2025-04-30 | 13F | Peoples Bank /oh | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | United Community Bank | 720 | 0.00 | 81 | 23.08 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 70 | 0.00 | 8 | 16.67 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 2,914 | -7.84 | 327 | 14.34 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 444 | 0.00 | 50 | 22.50 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 2,596 | 0.08 | 292 | 23.83 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 4,649 | 23.28 | 522 | 53.08 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 3,065 | -7.65 | 344 | 14.67 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 282 | 0.00 | 26 | -3.85 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 372 | 0.00 | 42 | 24.24 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 2,392 | 0.00 | 269 | 24.07 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 57,735 | 0.05 | 6,486 | 23.95 | ||||
| 2025-07-11 | 13F | Spence Asset Management | 3 | -99.97 | 0 | |||||
| 2025-08-14 | 13F | LM Advisors LLC | 3,000 | 0.00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 23,519 | -32.30 | 2,642 | -25.49 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 3,429 | 8.10 | 385 | 34.15 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 7,980 | -0.84 | 896 | 22.91 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 564 | 0.00 | 63 | 23.53 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 1,800 | 202 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 60,634 | -2.24 | 6,812 | 21.13 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 49,821 | 0.00 | 5,597 | 23.89 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 21,960 | -2.83 | 2,467 | 20.35 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6,618 | 4.68 | 743 | 29.67 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 1,800 | 202 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 356,584 | 62.16 | 40,059 | 100.92 | ||||
| 2025-08-14 | 13F | UBS Group AG | 556,212 | 23.82 | 62,485 | 53.41 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 5,592 | -4.46 | 628 | 18.49 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 26 | 0 | ||||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 102,878 | -69.97 | 11,557 | -62.79 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7,076 | 1.36 | 795 | 25.63 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 28,587 | -10.02 | 3,211 | 11.49 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 5,833 | 10.08 | 655 | 36.46 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 258 | 0.00 | 29 | 21.74 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 3,395 | -1.16 | 381 | 22.51 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 144,449 | -0.72 | 16 | 23.08 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11,221 | -2.91 | 1,261 | 20.34 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 6,380 | 7.15 | 717 | 32.84 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 33,560 | -1.55 | 3,770 | 22.01 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 2,757 | -1.08 | 310 | 22.53 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 2,627 | -20.66 | 295 | -1.67 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 3,736 | 420 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 11,052 | -8.92 | 1,242 | 12.82 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 4,804 | 0.04 | 540 | 23.91 | ||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 50,918 | 5,720 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 4,647 | -19.20 | 522 | 0.19 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 2,100 | 236 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 4,392 | 0.00 | 398 | -11.16 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 6,714 | -2.50 | 754 | 20.83 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 5,678 | 3.63 | 638 | 28.43 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 1,782 | 204 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 23,619 | -0.11 | 2,653 | 23.80 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 300 | -9.09 | 34 | 13.79 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 22,764 | 11.15 | 2,557 | 37.70 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4,438 | 18.50 | 499 | 46.90 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 14,400 | 12.59 | 1,618 | 39.52 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 9,760 | 0.00 | 1,096 | 23.98 | ||||
| 2025-08-11 | 13F | Mosaic Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 1,950 | -26.25 | 219 | -8.37 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 8,875 | -6.93 | 997 | 15.39 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 990 | 0.00 | 111 | 24.72 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 94,128 | 39.86 | 10,574 | 73.29 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 21,820 | 129.18 | 2 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 482 | -49.95 | 54 | -37.93 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 3,727 | 30.18 | 419 | 61.39 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 78,614 | 113.47 | 8,831 | 164.48 | ||||
| 2025-08-05 | 13F | Tufton Capital Management | 5,700 | 0.00 | 1 | -100.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,529,365 | 32.41 | 171,809 | 64.05 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 690,196 | 8.32 | 77,530 | 34.17 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3,502 | 10.68 | 393 | 37.41 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 8,767 | 0.02 | 985 | 23.93 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 36,795 | 0.00 | 4,134 | 23.89 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 11,051 | -9.51 | 1,241 | 12.10 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 33,206 | 11.87 | 3,011 | -0.66 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 32,375 | 51.48 | 3,637 | 87.76 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 4,897 | -37.65 | 550 | -22.75 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 30,431 | -2.78 | 3,419 | 20.48 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 325 | 0 | ||||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 138 | 0.00 | 16 | 25.00 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 17,508 | 0.00 | 1,967 | 23.88 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 107,030 | -28.16 | 12 | -7.69 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 68,230 | 0.00 | 7,665 | 23.89 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 48,878 | 4.79 | 5,491 | 29.84 | ||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 33,132 | 21.67 | 3,722 | 50.75 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 450 | 0.00 | 51 | 25.00 | ||||
| 2025-06-26 | NP | USSCX - Science & Technology Fund Shares | 52,545 | 43.69 | 4,867 | 26.75 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 250 | 28 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ascent Group, LLC | 9,004 | -14.52 | 1,012 | 5.86 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 2,500 | 0.00 | 281 | 23.89 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 4,314 | 0.00 | 485 | 23.79 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 39 | -85.23 | 4 | -82.61 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 1,986 | 223 | ||||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 5,372 | 2.81 | 603 | 27.48 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,044 | 37.96 | 679 | 69.08 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 9,731 | 0.00 | 1,093 | 23.92 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 8,103 | -2.53 | 910 | 20.85 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5,058 | 0.00 | 568 | 24.02 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 225 | 0.00 | 25 | 25.00 | ||||
| 2025-08-14 | 13F | Seldon Capital Lp | 3,786 | 0.00 | 425 | 23.91 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 175,318 | -2.11 | 19,695 | 21.28 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 2,706 | 0.00 | 304 | 23.67 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 73 | 0.00 | 8 | 33.33 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 8,478 | -27.55 | 952 | -10.27 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5,245 | 4.52 | 589 | 29.74 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 5,896 | -3.79 | 662 | 19.28 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 14,523 | 11.03 | 1,632 | 37.64 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 23,437 | -50.47 | 2,633 | -38.65 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 17,373 | -2.80 | 1,952 | 20.43 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 98,432 | 3.29 | 11,058 | 27.97 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 63,229 | 305.99 | 7,103 | 347.01 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 24,627 | -3.22 | 2,767 | 19.90 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 2,671 | -0.04 | 300 | 23.97 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 36 | -99.46 | 4 | -99.34 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 77 | 22.58 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 218,882 | 11.66 | 24,590 | 38.34 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 384 | 0.00 | 43 | 26.47 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 1,200 | 0.00 | 135 | 24.07 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4,381 | -1.77 | 492 | 21.78 | ||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 4,819 | 0.00 | 541 | 24.08 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 380,272 | -11.09 | 42,720 | 10.16 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8,597 | -9.87 | 966 | 11.69 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 17,609 | 22.23 | 1,978 | 51.45 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 3,122 | 351 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 3,000 | 0.00 | 337 | 23.90 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 18,562 | 0.36 | 2,085 | 24.40 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7,133 | 801 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 100 | 0.00 | 11 | 22.22 | ||||
| 2025-08-04 | 13F | Gray Foundation | 559,116 | 0.00 | 62,811 | 23.90 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 27,442 | 3,083 | ||||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 51,731 | 4.00 | 5,811 | 28.88 | ||||
| 2025-07-17 | 13F | Campion Asset Management LLC | 33,950 | -1.28 | 3,814 | 22.29 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 2,880 | -48.74 | 324 | -36.54 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 184 | -66.48 | 21 | -59.18 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 53,151 | -1.10 | 5,971 | 22.54 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 2,280 | 256 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 5,056 | 151.17 | 516 | 183.52 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,204 | 0.08 | 134 | 22.02 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 87,383 | -0.09 | 9,815 | 23.57 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 11,904 | 0.00 | 1 | 0.00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 134,875 | -6.35 | 15,152 | 16.03 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 2,329 | 0.00 | 262 | 23.70 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 3,475 | 0.00 | 390 | 23.81 | ||||
| 2025-04-16 | 13F | RMR Wealth Builders | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 1,410 | 0.00 | 158 | 24.41 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 389 | -77.33 | 44 | -72.26 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 144 | 0.00 | 16 | 23.08 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 114 | 0.00 | 13 | 20.00 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 273,334 | 5.41 | 30,706 | 30.60 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 182 | 0.00 | 20 | 25.00 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 2,312 | -11.92 | 260 | 8.82 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 9,582 | 41.70 | 1,076 | 75.53 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 5,679 | 41.41 | 638 | 75.00 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 73,665 | 4.31 | 8,276 | 29.24 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 7,110 | 0.00 | 1 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 1,273 | 327.18 | 0 | |||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 1,029 | 0.00 | 116 | 23.66 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 2,260 | 0.00 | 254 | 24.02 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 3,255 | 366 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 907,585 | 0.66 | 101,958 | 24.72 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4,295 | 70.44 | 483 | 87.55 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3,650 | -0.65 | 410 | 22.82 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 689 | 7.49 | 77 | 32.76 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 41 | 0.00 | 5 | 33.33 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 21,161 | 11.47 | 2,377 | 38.12 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 10,782 | -0.27 | 1,211 | 23.57 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 783 | 14.64 | 88 | 42.62 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 23,172 | 1.35 | 2,603 | 25.57 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 3,610 | 19.93 | 406 | 48.90 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 85,267 | 6.87 | 9,885 | 36.65 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 20,363 | -2.18 | 2,286 | 21.21 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 50,770 | 687.86 | 5,704 | 876.54 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 5,935 | -3.61 | 667 | 19.35 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 138,682 | -0.41 | 15,579 | 23.40 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 311,823 | 1.69 | 35,017 | 25.95 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 16,878 | -0.48 | 1,896 | 23.36 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 42 | -85.31 | 5 | -84.00 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 18,164 | 2 | ||||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 13,500 | -10.00 | 1,517 | 11.47 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 2,400 | 0.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,773 | 4.85 | 199 | 29.22 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 6,124 | 688 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 67 | 0.00 | 7 | 16.67 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 18,764 | 4.69 | 2,108 | 29.66 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 19,322 | -25.23 | 2,171 | -7.38 | ||||
| 2025-08-14 | 13F | KKM Financial LLC | 48,521 | -7.12 | 5,524 | 14.02 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 620 | -92.22 | 69 | -90.67 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 816 | 0.00 | 92 | 24.66 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 15,509 | 12.18 | 1,742 | 39.03 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 2,131 | 239 | ||||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 4,926 | 0.00 | 553 | 23.99 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,059 | 119 | ||||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 2,224,918 | -2.15 | 249,947 | 21.23 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 917,005 | 0.84 | 103,016 | 24.94 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 210 | 0.00 | 0 | |||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 4,125 | 0.00 | 463 | 23.80 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 450 | 51 | ||||||
| 2025-08-05 | 13F | Main Street Research LLC | 1,932 | 217 | ||||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 14,610 | -18.97 | 1,641 | 0.43 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 237 | 0.00 | 27 | 23.81 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 6,262 | -26.91 | 703 | -9.54 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 9,750 | 1,095 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 2,862 | 0.00 | 322 | 23.94 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 47,237 | 38.15 | 5,307 | 71.16 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 113,983 | -8.62 | 12,805 | 13.22 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 4,375 | 172.59 | 491 | 238.62 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 5,948 | -0.08 | 668 | 23.93 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,068 | 0.00 | 120 | 40.00 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 2,159 | 245 | ||||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 120 | 0.00 | 14 | 30.00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 36,006 | -12.42 | 4,045 | 8.51 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 35,913 | 8.66 | 4,034 | 34.65 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 46,015 | 0.17 | 5,169 | 24.11 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 3,000 | 0.00 | 337 | 23.90 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 2,560 | -1.12 | 297 | 26.92 | ||||
| 2025-05-09 | 13F | Thoroughbred Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 70,165 | 1.16 | 7,882 | 25.35 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1,729,204 | -3.22 | 194,259 | 19.91 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 2,516 | 9.53 | 283 | 35.58 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 34,598 | 0.67 | 4 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Trust & Investment Management Co | 2,262 | 0.00 | 254 | 23.90 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 29,119 | 7.17 | 3,271 | 32.81 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 9,150 | -1.61 | 1 | |||||
| 2025-08-08 | 13F | Bailard, Inc. | 136,161 | 0.51 | 15,296 | 24.54 | ||||
| 2025-05-27 | NP | XNAV - FundX Aggressive ETF | 23,710 | -30.17 | 2,150 | -38.00 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 51,245 | -48.01 | 4,646 | -53.83 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 159,278 | 62.50 | 17,893 | 101.34 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 2,619 | -37.69 | 294 | -22.83 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 38,922 | 42.84 | 4,334 | 75.14 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 52,832 | 5,935 | ||||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 53,400 | 0.00 | 5,999 | 23.90 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 43,307 | 4,865 | ||||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 12,968 | -24.56 | 1,457 | -6.55 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 4,174 | -26.29 | 469 | -8.77 | ||||
| 2025-07-09 | 13F | Kearns & Associates LLC | 8,226 | 0.00 | 924 | 24.03 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 21 | 2 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 10,090 | -1.00 | 1,133 | 22.62 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 4,600 | -56.19 | 517 | -45.80 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 9,418 | -14.87 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 11,626 | 1,306 | ||||||
| 2025-08-13 | 13F | Bollard Group LLC | 6,406 | 8.67 | 1 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 5,636 | -2.41 | 633 | 21.03 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,886 | -41.50 | 212 | -27.74 | ||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 4,881 | -3.14 | 548 | 20.18 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 1,800 | 202 | ||||||
| 2025-07-31 | 13F | Northstar Asset Management Llc | 6,300 | 0.00 | 708 | 23.82 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 4,110 | 0.00 | 462 | 23.92 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 4,100 | 32.26 | 457 | 62.28 | |||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 2,400 | 0.00 | 218 | -11.43 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 2,412 | 271 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 27,645 | -0.98 | 3,106 | 22.68 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 6,788 | 1.04 | 763 | 25.12 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 98,767 | -11.14 | 11,095 | 10.10 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 6,447 | 724 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 493 | 0.20 | 55 | 25.00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 847 | 0.00 | 95 | 25.00 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 767 | 0.00 | 86 | 21.43 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 3,000 | 0.00 | 337 | 23.90 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 3,600 | -28.00 | 404 | -10.82 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 33,900 | 57.67 | 3,808 | 95.38 | |||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 8 | -92.73 | 1 | -100.00 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 4,290 | 0.00 | 482 | 23.97 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 540 | 0.00 | 0 | |||||
| 2025-07-09 | 13F | Beacon Financial Group | 9,094 | -2.09 | 1,022 | 21.26 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 2,040 | 229 | ||||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 229,468 | -0.04 | 25,778 | 23.85 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 33,650 | 2.69 | 3,780 | 27.27 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 4,308 | 0.00 | 0 | |||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 6,061 | 0.00 | 681 | 23.86 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 2,100 | 236 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 1,999 | 225 | ||||||
| 2025-08-12 | 13F | Beaton Management Co. Inc. | 4,650 | 0.00 | 1 | |||||
| 2025-05-06 | 13F | Morling Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1,488 | 69.09 | 167 | 111.39 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 6,404 | 0.00 | 719 | 23.97 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1,800 | 202 | ||||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 3,213 | 361 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 2,130 | 239 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 7,358 | 0.23 | 827 | 24.21 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 5,709 | 641 | ||||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 14,340 | 0.00 | 1,611 | 23.85 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 96,767 | 11.64 | 10,871 | 38.31 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 21,889 | -1.04 | 2,459 | 22.59 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,342 | 6.77 | 375 | 32.51 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 4,720 | 0.98 | 530 | 25.30 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 3,473 | -10.65 | 390 | 10.80 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 72,211 | -1.79 | 8,112 | 21.69 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3,268 | 3.75 | 367 | 28.77 | ||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 37,958 | 4,264 | ||||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 4,918 | 0.00 | 552 | 24.04 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 378,734 | 570.14 | 42,547 | 730.33 | ||||
| 2025-07-17 | 13F | Scott & Selber, Inc. | 2,646 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 55,770 | 189.56 | 6,265 | 258.82 |
