Mga Batayang Estadistika
| Pemilik Institusional | 293 total, 291 long only, 0 short only, 2 long/short - change of -13.27% MRQ |
| Alokasi Portofolio Rata-rata | 0.1114 % - change of -14.73% MRQ |
| Saham Institusional (Jangka Panjang) | 25,415,414 (ex 13D/G) - change of 0.91MM shares 3.71% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 954,580 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares Global Energy ETF (US:IXC) memiliki 293 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 25,415,414 saham. Pemegang saham terbesar meliputi Fisher Asset Management, LLC, Bank Of America Corp /de/, Colony Group, LLC, Morgan Stanley, Evergreen Capital Management Llc, UBS Group AG, Verger Capital Management LLC, LPL Financial LLC, Commonwealth Equity Services, Llc, and Versant Capital Management, Inc .
Struktur kepemilikan institusional iShares Trust - iShares Global Energy ETF (ARCA:IXC) 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 40.66 / share. Previously, on September 6, 2024, the share price was 39.63 / share. This represents an increase of 2.60% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Allworth Financial LP | 484 | 30.46 | 19 | 35.71 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 12,192 | 0.13 | 479 | -6.45 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 825,170 | 9.80 | 32,421 | 2.54 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 15,241 | 17.23 | 599 | 9.52 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 163 | 11.64 | 6 | 0.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 10 | -98.35 | 0 | -100.00 | ||||
| 2025-04-11 | 13F | Ehrlich Financial Group | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-06 | 13F | One Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 397,461 | 130.11 | 16 | 114.29 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 10,072 | -3.64 | 396 | -0.75 | ||||
| 2025-05-09 | 13F | Liberty Wealth Management Llc | 12,152 | 17.92 | 130 | -67.18 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | First Manhattan Co | 6,007 | 236 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | Unique Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 489 | 0.00 | 19 | -5.00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 23,024 | -16.02 | 905 | -21.60 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 44,268 | 2.56 | 1,777 | -2.09 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 134,381 | -16.56 | 5,280 | -22.08 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 77 | 2.67 | 3 | 0.00 | ||||
| 2025-04-18 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 444 | -50.17 | 17 | -54.05 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 5,885 | -29.82 | 231 | -34.37 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 215 | 8 | ||||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 404 | 17 | ||||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 1 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1,184 | 47 | ||||||
| 2025-04-11 | 13F | Principia Wealth Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 11,439 | -6.42 | 449 | -12.65 | ||||
| 2025-07-22 | 13F | Partners Wealth Management, Llc | 11,227 | 0.00 | 474 | 0.42 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 11,275 | -38.47 | 443 | -42.60 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 6,151 | 0.00 | 243 | -5.81 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8,122 | -12.09 | 0 | |||||
| 2025-05-07 | 13F | New Republic Capital, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 73 | 0.00 | 3 | -33.33 | ||||
| 2025-04-23 | 13F | Oppenheimer & Co Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 65,831 | 184.42 | 2,585 | 165.84 | ||||
| 2025-05-06 | 13F | Madison Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,761 | 32.93 | 108 | 24.14 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 22,091 | 25.64 | 868 | 17.32 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 636 | -17.62 | 25 | -25.00 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 294,640 | 1.72 | 11,576 | -5.01 | ||||
| 2025-05-01 | 13F | LRI Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | ICICI Prudential Asset Management Co Ltd | 15,750 | 0.00 | 619 | -6.65 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 1,447 | -3.08 | 57 | -9.68 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 437 | 0.00 | 17 | -5.56 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 17,929 | 19.16 | 704 | 11.39 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 6,302 | 0.00 | 248 | -6.79 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 9,865 | -9.23 | 388 | -15.32 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Trexquant Investment LP | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 4,327 | 0.00 | 170 | -6.59 | ||||
| 2025-08-06 | 13F | Climber Capital SA | 21,498 | 9.53 | 838 | 33.87 | ||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 8,988 | 0.00 | 343 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,253,231 | -2.25 | 49,239 | -8.71 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 7,809 | 0 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10,635 | 22.10 | 418 | 13.93 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 13,534 | 1.06 | 532 | -5.68 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 389 | 0.00 | 15 | 7.14 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 7,093 | -14.36 | 288 | -7.12 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 3 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 28,549 | -49.25 | 1,122 | -52.62 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 178 | 0.00 | 7 | 16.67 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Founders Capital Management | 132 | 0.00 | 5 | 0.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 55,612 | -50.35 | 2 | -50.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5,417 | -21.28 | 213 | -26.64 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4,867 | -10.43 | 191 | -16.23 | ||||
| 2025-05-06 | 13F | ShoreHaven Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 2,389 | -26.17 | 94 | -31.62 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 429 | 0.00 | 17 | -11.11 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 5,576 | -27.82 | 219 | -32.41 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,888 | -1.46 | 74 | -7.50 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 152,700 | -47.83 | 5,999 | -51.28 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 12,445 | -15.92 | 489 | -21.54 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 27,844 | -21.99 | 1 | 0.00 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 15,285 | 12.10 | 1 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 5,351 | 0.00 | 210 | -6.67 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 42 | -97.69 | 2 | -98.68 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 253,826 | 20.57 | 9,973 | 12.60 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 400,230 | 21.62 | 15,725 | 13.59 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 6,876 | -11.59 | 270 | -17.43 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 37,500 | 1,473 | |||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 13,449 | 92.73 | 528 | 80.20 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 51,207 | 30.80 | 2,012 | 22.10 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 30,400 | -17.91 | 1,194 | -23.31 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 7,112 | 1.93 | 279 | -4.78 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 49,681 | -5.76 | 1,952 | -12.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 12,719 | -27.23 | 500 | -32.11 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 661 | 0.00 | 26 | -7.41 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 34,374 | -19.38 | 1,351 | -24.71 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 6,779 | 0.00 | 266 | -6.67 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 251,930 | -2.91 | 9,898 | -9.33 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 30,069 | -5.27 | 1,181 | -11.54 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 896 | -42.64 | 35 | -46.15 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 19,727 | 0.35 | 775 | -6.17 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 21,220 | -1.60 | 849 | -6.50 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 11,979 | -50.17 | 471 | -53.51 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 8,372 | 0.00 | 329 | -6.82 | ||||
| 2025-05-16 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 31 | 0.00 | 1 | 0.00 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 306,833 | 18.93 | 12 | 20.00 | ||||
| 2025-05-15 | 13F | Mcmorgan & Co Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,000 | 0.00 | 39 | -7.14 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 10,006 | -55.63 | 393 | -58.54 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 58,683 | 22.99 | 2,306 | 14.85 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 8,045 | -77.02 | 316 | -78.53 | ||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Diversified Trust Co | 5,947 | 0.00 | 234 | -6.80 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 14,459 | 0.00 | 568 | -6.58 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 8,172 | 23.59 | 0 | |||||
| 2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 9,299 | -0.59 | 365 | -7.12 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 607 | -16.62 | 24 | -23.33 | ||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 49 | -51.00 | 2 | -75.00 | ||||
| 2025-04-16 | 13F | Hoey Investments, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 15 | -21.05 | 1 | |||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 19,454 | 3.25 | 764 | -3.54 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 13,799 | 0.00 | 542 | -6.55 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,758 | 2,153.85 | 69 | 2,200.00 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 241 | 0.00 | 9 | -10.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 110,300 | 3.71 | 4,334 | -3.15 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 155,993 | 65.63 | 6,129 | 54.67 | ||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 92,899 | 2.99 | 3,650 | -3.82 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 37,600 | 1,477 | |||||
| 2025-04-08 | 13F | Retirement Wealth Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3,455 | 136 | ||||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 8,838 | 0.00 | 347 | -6.47 | ||||
| 2025-08-11 | 13F | Eq Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Bank of New Hampshire | 600 | 0.00 | 24 | -8.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5,122 | -28.13 | 201 | -32.78 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | MBA Advisors LLC | 5,732 | 0.00 | 225 | -6.64 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 17 | 1 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 6,089 | -14.64 | 245 | -9.26 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 627 | 0.00 | 25 | -7.69 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 13 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 16,822 | -20.33 | 1 | |||||
| 2025-08-08 | 13F | Creative Planning | 46,611 | -5.62 | 1,831 | -11.84 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 6,568 | -11.34 | 258 | -17.04 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 40,865 | 5.18 | 1,614 | -1.71 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 46 | 0.00 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 11,822 | -32.35 | 464 | -36.87 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 12 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 609 | 1.84 | 24 | -8.00 | ||||
| 2025-05-21 | 13F | Indiana Trust & Investment Management CO | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8,446 | -32.44 | 332 | -36.95 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 276,501 | -2.13 | 10,864 | -8.60 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9,370 | -23.39 | 368 | -28.40 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 52,300 | 0.00 | 2 | 0.00 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 182 | 2.25 | 7 | 0.00 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Clear Street Markets Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 10,419 | 0.29 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 49,556 | -10.24 | 2 | -50.00 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1,309 | 0.00 | 51 | -7.27 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | James Investment Research Inc | 28,488 | -0.24 | 1,119 | -6.83 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 162 | 0.00 | 6 | 0.00 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 193 | 0.00 | 8 | -12.50 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 2,452 | 0.00 | 96 | -6.80 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 7,603 | -24.66 | 299 | -23.39 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1,184 | 0.00 | 50 | 8.89 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 7,469 | -34.87 | 293 | -39.21 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 133,283 | 17.90 | 5,237 | 10.12 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 34,979 | 2.52 | 1,374 | -4.25 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 29 | -79.86 | 1 | -83.33 | ||||
| 2025-04-22 | 13F | Country Trust Bank | 141 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 6,381 | 251 | ||||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | National Bank Of Canada /fi/ | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 158 | -6.55 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 16,552 | 52.20 | 650 | 42.23 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 532 | 1.72 | 21 | -4.76 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 356 | -34.20 | 14 | -36.36 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 1,000 | 12.99 | 39 | -7.14 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 7 | 0.00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3,004 | 92.56 | 118 | 81.54 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 143,153 | 4.43 | 5,624 | -2.48 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 234 | -1.68 | 9 | -10.00 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 13,497 | 0.00 | 514 | -7.22 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 108,873 | -2.44 | 4,278 | -8.88 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 35,150 | -1.15 | 1,381 | -7.63 | ||||
| 2025-05-15 | 13F | Insight Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 112,344 | -3.74 | 4,414 | -10.10 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4,051 | 1,120.18 | 159 | 1,123.08 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 91,066 | -0.14 | 3,578 | -6.75 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 5,130 | 2.72 | 202 | -4.29 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 36,482 | -3.56 | 1,433 | -9.93 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 6,006 | -4.58 | 236 | -10.98 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 1,036 | 0.00 | 41 | -6.98 | ||||
| 2025-04-30 | 13F | M&t Bank Corp | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 20,420 | 6.66 | 802 | -0.37 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 4,961 | 1.22 | 195 | -5.83 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 115 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1,330 | 0.00 | 52 | -5.45 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 5,100 | 0.00 | 200 | -6.54 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 521,687 | 13.91 | 20,497 | 6.39 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 1,432 | 1.70 | 56 | -5.08 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,627 | -0.61 | 64 | -7.35 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 26,576 | -1.09 | 1,044 | -7.61 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 281,064 | 0.18 | 11,043 | -6.43 | ||||
| 2025-05-07 | 13F | Sunpointe, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Prudential Plc | 78,800 | 25.88 | 3,096 | 17.58 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 565 | 0.00 | 22 | -4.35 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 596,807 | -1.86 | 23,449 | -8.34 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 6,763 | -31.72 | 266 | -36.30 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 8,500 | 334 | ||||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 14,560 | 0.69 | 572 | -5.92 | ||||
| 2025-05-05 | 13F | Gries Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 100 | -58.51 | 4 | -70.00 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18,500 | 13.87 | 727 | 6.30 | ||||
| 2025-07-21 | 13F | Credential Securities Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-07 | 13F | Security Financial Services, INC. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 298,170 | -4.46 | 11,715 | -10.77 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 101,803 | 11.26 | 4,004 | 3.89 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 111,730 | -1.34 | 4,390 | -7.87 | ||||
| 2025-08-06 | 13F | Van Cleef Asset Management,Inc | 288,461 | -0.81 | 11,334 | -7.36 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | MA Private Wealth | 13,328 | -90.24 | 524 | -90.90 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 300 | 0.00 | 12 | 0.00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 38,000 | 1.11 | 1,493 | -5.15 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7,919 | 4.90 | 311 | -1.89 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 16 | 0.00 | 1 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 54,222 | -10.11 | 2,130 | -16.04 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 53 | 0.00 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 25,833 | 140.84 | 1,015 | 124.83 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 8,000 | -1.23 | 314 | -7.65 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 5,508 | -10.58 | 216 | -16.60 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 990 | 0.00 | 39 | -7.32 | ||||
| 2025-04-28 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 304 | 0.00 | 12 | -8.33 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Kilter Group LLC | 1,899 | 75 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 20,164 | -2.02 | 792 | -8.44 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 109,623 | 6.38 | 4,307 | -0.65 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 2,047 | 0.00 | 80 | -6.98 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 58 | 0.00 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 14,161 | 0.00 | 556 | -6.55 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 5,607 | -25.45 | 228 | -28.16 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 32,369 | -15.79 | 1,272 | -21.40 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3,323 | -16.11 | 131 | -5.11 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 404 | 0.00 | 16 | -6.25 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 158,813 | 544.25 | 6,240 | 501.64 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3,398 | -28.25 | 134 | -26.11 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 17,299 | -14.41 | 680 | -20.12 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 7,774 | 12.16 | 305 | 4.81 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 32,169 | -0.50 | 1,264 | -7.13 | ||||
| 2025-04-10 | 13F | Cypress Wealth Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,034 | 74.07 | 41 | 66.67 | ||||
| 2025-05-15 | 13F | One Wealth Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 244 | 10 | ||||||
| 2025-04-30 | 13F | Horst & Graben Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 13,602 | 1.86 | 534 | -5.32 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 7,109 | -10.22 | 279 | -16.22 | ||||
| 2025-07-24 | 13F | Verger Capital Management LLC | 458,429 | 8.23 | 18,012 | 1.08 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 33,864 | -3.13 | 1 | 0.00 | ||||
| 2025-04-15 | 13F | Collier Financial | 940 | -97.75 | 40 | -97.55 | ||||
| 2025-04-24 | 13F | Tsfg, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,356 | 0.00 | 53 | -7.02 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 855,352 | -3.61 | 33,607 | -9.98 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 9,407 | 37.31 | 370 | 28.13 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 12,533,974 | 14.89 | 492,460 | 7.30 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 23 | 0.00 | 1 | |||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 21 | 0.00 | 1 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,222 | 1.50 | 48 | -4.00 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 10,000 | 0.00 | 393 | -6.67 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 152 | 0.00 | 6 | 0.00 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 638 | 0.00 | 25 | -3.85 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,440 | -55.15 | 96 | -54.76 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 33,619 | -27.55 | 1,321 | -32.38 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 53,286 | -60.69 | 2,094 | -63.29 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 5,033 | -30.39 | 198 | -35.20 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 6,296 | 18.06 | 0 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 5,658 | 229 | ||||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 617 | 0.00 | 24 | -4.00 | ||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 8,343 | 1.71 | 328 | -5.22 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 144 | 0.00 | 0 | |||||
| 2025-05-13 | 13F | Schroder Investment Management Group | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 2,500 | 0.00 | 98 | -6.67 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 3,967 | -15.36 | 156 | -21.32 | ||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 5,600 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 58,788 | -46.18 | 2,310 | -49.75 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 250 | 0.00 | 10 | -10.00 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 4,662 | 7.82 | 183 | 1.10 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 3,831 | 151 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 1,150 | 0.00 | 45 | -6.25 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 5,320 | 0.40 | 209 | -5.86 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 6,305 | 248 | ||||||
| 2025-08-08 | 13F | Family Firm, Inc. | 117,971 | 0.87 | 4,635 | -5.79 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13,988 | 10.94 | 550 | 3.58 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 425 | -23.15 | 17 | -30.43 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 327 | 0.93 | 13 | -7.69 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 31 | 0.00 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 50,165 | 9.15 | 1,977 | 3.02 | ||||
| 2025-04-25 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | KM Capital Management Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 1,430 | 0 | ||||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 6,218 | -1.00 | 244 | -7.58 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,752 | 30,477.78 | 105 | |||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 5,900 | 0.00 | 232 | -6.85 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Quotient Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 0 | 0 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4,469 | 1.15 | 176 | -5.41 | ||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 4,992 | 201 | ||||||
| 2025-04-17 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,212 | -46.78 | 87 | -50.57 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1,239 | 0.08 | 49 | -7.69 | ||||
| 2025-04-14 | 13F | Buttonwood Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 16,102 | 0.00 | 633 | -6.65 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 14,337 | -4.86 | 563 | -11.06 | ||||
| 2025-04-25 | 13F | Wall Street Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 21,284 | 0.07 | 836 | -6.49 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 1 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1,168 | 0.00 | 46 | -8.16 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 248 | 0.00 | 10 | -10.00 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 356,343 | 1.76 | 14,001 | -4.96 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,704 | 0.00 | 67 | -7.04 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 53 | 0.00 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1,206 | 1.69 | 47 | -4.08 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 350 | 14 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5,100 | -13.40 | 200 | -19.03 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 30,000 | 50.00 | 1,179 | 40.07 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 11,775 | -0.08 | 463 | -6.67 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 6,960 | -0.49 | 273 | -7.14 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 12,066 | 13.63 | 474 | 6.28 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 40,311 | 0.69 | 1,584 | -6.00 | ||||
| 2025-05-05 | 13F | West Wealth Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4,011 | -10.43 | 158 | -7.65 | ||||
| 2025-05-09 | 13F | Kickstand Ventures, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 5,800 | -83.14 | 228 | -84.31 | |||
| 2025-08-12 | 13F | Sierra Summit Advisors Llc | 64,762 | 2.35 | 2,544 | -4.40 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 48,309 | 116.83 | 1,898 | 102.56 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 24,736 | 0.06 | 972 | -6.63 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 12,995 | -13.12 | 511 | -18.92 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 106 | 5,200.00 | 4 | |||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 1 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 4,535 | 0.00 | 178 | -6.32 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1,618 | 0.94 | 64 | -5.97 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8,381 | -5.21 | 329 | -11.32 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 513 | 0.00 | 20 | -4.76 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 744 | 1.64 | 29 | -3.33 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 53,038 | -87.89 | 2,084 | -88.69 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 96,384 | -31.86 | 3,787 | -36.37 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 6 | -97.81 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 17,808 | -21.06 | 700 | -26.34 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 126,006 | 1.17 | 4,951 | -5.52 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 11,656 | -60.63 | 458 | -63.29 | ||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 107,474 | 0.00 | 4 | 0.00 |
