Mga Batayang Estadistika
| Pemilik Institusional | 1008 total, 992 long only, 8 short only, 8 long/short - change of 8.24% MRQ |
| Alokasi Portofolio Rata-rata | 0.7403 % - change of 13.17% MRQ |
| Saham Institusional (Jangka Panjang) | 71,286,145 (ex 13D/G) - change of 5.18MM shares 7.84% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 16,398,154 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares MSCI USA Momentum Factor ETF (US:MTUM) memiliki 1008 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 71,290,955 saham. Pemegang saham terbesar meliputi Envestnet Asset Management Inc, Mercer Global Advisors Inc /adv, Fmr Llc, Raymond James Financial Inc, Morgan Stanley, LPL Financial LLC, Assetmark, Inc, BlackRock, Inc., Ameriprise Financial Inc, and Ronald Blue Trust, Inc. .
Struktur kepemilikan institusional iShares Trust - iShares MSCI USA Momentum Factor ETF (BATS:MTUM) 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 244.30 / share. Previously, on September 9, 2024, the share price was 189.20 / share. This represents an increase of 29.12% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 26,385 | 130.34 | 6,272 | 172.70 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 6,977 | 0.03 | 1,410 | -2.29 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 2,017 | -2.89 | 485 | 15.51 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 911 | -2.77 | 219 | 15.34 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3,565 | -18.50 | 884 | -3.50 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 100 | 0.00 | 24 | 20.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1,193 | 68.98 | 287 | 101.41 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 25,071 | -0.10 | 6,025 | 18.79 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 2,227 | 0.91 | 535 | 19.96 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 1,562 | -43.55 | 375 | -32.92 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 1,314 | 0.00 | 316 | 18.87 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 5,500 | 455.56 | 1,322 | 560.50 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 85 | 0.00 | 20 | 17.65 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 2,511 | 15.93 | 603 | 37.99 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 3,294 | 4.34 | 792 | 23.98 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 43,119 | 1.46 | 10,362 | 20.63 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 17,589 | 3.17 | 4,227 | 22.63 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 12,712 | -0.13 | 3,055 | 18.78 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 3,543 | -0.90 | 851 | 17.87 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 39 | 0.00 | 9 | 28.57 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 2,788 | 0.04 | 670 | 18.83 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 1,457 | 0.00 | 350 | 19.05 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 25,443 | -9.29 | 6,114 | 7.85 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 3,232 | 0.00 | 777 | 18.84 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 29,007 | 4.89 | 6,971 | 24.75 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 1,095 | -2.49 | 263 | 16.37 | ||||
| 2025-05-14 | 13F | Colonial Trust Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 9,274 | 16.26 | 2,201 | 35.72 | ||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 12,365 | 0.79 | 2,972 | 19.85 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 43,344 | 97.73 | 10,421 | 135.48 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 1,047 | -6.18 | 0 | |||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 1,096 | -5.60 | 263 | 12.39 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 8,996 | 5.38 | 2,162 | 25.33 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 4,112 | 44.28 | 988 | 71.53 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 430 | 0.23 | 103 | 19.77 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 1,096 | -10.68 | 263 | 6.05 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 692 | 24.01 | 166 | 48.21 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 4,620 | 960 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 4,297 | -32.67 | 1,033 | -19.94 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 457,403 | 110 | ||||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 3,374 | -6.90 | 811 | 10.66 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 7,497 | 388.40 | 1,802 | 481.29 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 1,765 | 30.16 | 424 | 55.31 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 22,001 | 682.12 | 5,287 | 808.42 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 355,181 | 0.03 | 85 | 19.72 | ||||
| 2025-06-25 | NP | CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 1,033 | 248 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 33 | -81.25 | 8 | -80.00 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 6,269 | -3.69 | 1,507 | 14.52 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 1,600 | 0.00 | 385 | 18.89 | ||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 3,430 | 824 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 8,295 | 13.13 | 2,056 | 41.02 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 16,161 | 390.02 | 3,884 | 483.03 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 3,825 | 10.93 | 919 | 32.04 | ||||
| 2025-08-05 | 13F | Wellington Shields & Co., LLC | 200 | 100.00 | 48 | 140.00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 171 | 0.00 | 35 | -2.86 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 92,758 | 3.29 | 22,292 | 22.81 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 130 | 3,150.00 | 31 | |||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 1,084 | 261 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 17 | 4 | ||||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Put | 0 | -100.00 | 0 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 3,146 | -7.25 | 753 | 9.93 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 9,567 | 6.16 | 2,299 | 26.25 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 13 | 0.00 | 3 | 50.00 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 558 | 3.14 | 134 | 22.94 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 4,662 | 1,173.77 | 1,120 | 1,434.25 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Equity Smart Beta 100 VP Service | 57,827 | 0.44 | 13,897 | 19.41 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 816,016 | 8.41 | 196,105 | 28.90 | ||||
| 2025-08-14 | 13F | Arizona PSPRS Trust | 359,227 | 0.20 | 86,329 | 19.14 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 14,584 | 25.21 | 3,506 | 48.90 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 31,960 | -2.75 | 7,681 | 15.63 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 46 | 15.00 | ||||||
| 2025-07-18 | 13F | Ewa, Llc | 1,546 | -40.19 | 372 | -28.93 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 11,732 | -0.14 | 2,819 | 18.74 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 25,094 | 9.81 | 6,035 | 30.57 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 100 | 24 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 15,026 | -0.21 | 3,611 | 18.63 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 21,839 | 7.86 | 5,248 | 28.22 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 3 | 1 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 433,871 | -0.62 | 104 | 18.18 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1,389 | 5.47 | 0 | |||||
| 2025-05-15 | 13F | Eight 31 Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | Wedmont Private Capital | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 399 | 0.00 | 96 | 18.75 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 135,378 | -1.28 | 32,534 | 17.38 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 43,300 | -52.57 | 10,406 | -43.62 | |||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 2,215 | 532 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 1,968 | 20.66 | 477 | 40.83 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 68,700 | 10.27 | 16,510 | 31.11 | |||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 7,330 | -0.45 | 1,762 | 18.35 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 978 | 235 | ||||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 853 | 205 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 799 | 0.00 | 192 | 19.25 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 219,357 | -1.01 | 52,716 | 17.69 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 1,140 | 274 | ||||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 1,588 | -23.91 | 382 | -9.50 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 91,777 | -4.25 | 22,056 | 13.84 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 16,572 | 1.02 | 3,983 | 20.12 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 1,170 | 281 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 11,136 | -57.65 | 2,676 | -49.64 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 12,913 | 8.76 | 3,104 | 29.29 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | 0 | ||||||
| 2025-08-04 | 13F | AdvisorShares Investments LLC | 431,238 | 60.28 | 103,635 | 89.25 | ||||
| 2025-08-05 | 13F | Washburn Capital Management, Inc. | 5,630 | 1,353 | ||||||
| 2025-07-29 | 13F | Unison Advisors LLC | 25,085 | 5.91 | 6,028 | 25.92 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 398 | 122.35 | 80 | 116.22 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 880 | 211 | ||||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 1,974 | 0.00 | 474 | 18.80 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 115,371 | -8.40 | 27,726 | 8.90 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 3,492 | 839 | ||||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 19,664 | 8.14 | 4,765 | 29.66 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 2,602 | 11.34 | 625 | 35.28 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 1,675 | -3.46 | 403 | 14.86 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 970 | 233 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 1,163 | 280 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 6 | 0.00 | 1 | 0.00 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 411 | 0.00 | 99 | 18.07 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 12,101 | 9.32 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2,678 | -1.00 | 644 | 17.77 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 2,240 | 538 | ||||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 3,705 | 5.86 | 890 | 25.88 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 699 | 0.00 | 168 | 19.15 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 16,732 | -0.84 | 4,021 | 17.92 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2,357 | 26.72 | 566 | 50.93 | ||||
| 2025-05-15 | 13F | K2 Principal Fund, L.p. | Put | 0 | -100.00 | 0 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 6,619 | 32.78 | 1,376 | 36.64 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5,839 | 10.11 | 1,403 | 31.00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 71 | 17 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 | 44,195 | -31.78 | 9,265 | -34.74 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6,345 | 23.18 | 1,525 | 46.40 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 314,016 | 5.92 | 75,464 | 25.93 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 1,876 | 0.00 | 451 | 18.73 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 2,315 | -1.03 | 556 | 17.80 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 19,348 | 2.41 | 4,650 | 21.77 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 7,799 | 251.31 | 1,874 | 318.30 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 4,995 | 1,200 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 18 | 0.00 | 4 | 33.33 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 1,251 | 0.00 | 301 | 19.05 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 64,097 | -3.39 | 15,404 | 14.86 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 27,483 | -1.91 | 6,605 | 16.62 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 8,433 | -38.44 | 2,005 | -27.15 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 1,492 | 20.91 | 359 | 43.78 | ||||
| 2025-08-14 | 13F | Comerica Bank | 18,260 | -2.70 | 4,388 | 15.69 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 1,033 | 0.10 | 248 | 19.23 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 1,791 | 16.53 | 430 | 38.71 | ||||
| 2025-06-06 | 13F | Blue Oak Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 13,455 | -6.17 | 3,181 | 13.57 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 4,890 | -11.46 | 1,175 | 5.29 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 2,663 | 640 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 175,869 | -2.26 | 42,265 | 16.21 | ||||
| 2025-08-13 | 13F | Dai-Ichi Life Insurance Company, Ltd | 9,067 | -16.66 | 2,179 | -0.91 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 350 | -38.16 | 84 | -26.32 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 410 | 32.26 | 99 | 58.06 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 2,500 | 2.59 | 601 | 21.95 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 25,284 | 1.61 | 6,076 | 20.82 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Arrow Investment Advisors, LLC | 16,903 | -6.25 | 4,062 | 11.47 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 1,004 | -9.71 | 241 | 4.78 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 175,423 | -13.63 | 41,851 | 3.14 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2,808 | -16.78 | 1 | |||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 2,307 | -4.94 | 554 | 13.06 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 48,487 | -1.73 | 11,652 | 16.84 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 4,273 | -6.68 | 1,027 | 10.92 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 1,119 | -9.17 | 269 | 7.63 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 1,302 | -13.95 | 313 | 2.30 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 6,497 | 4.69 | 1,561 | 24.48 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 10,553 | -6.67 | 2,536 | 10.98 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 9,265 | -1.37 | 2,227 | 17.28 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 247,426 | 1.14 | 59,461 | 20.25 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 1,300 | 312 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 49,710 | 1.16 | 11,946 | 20.28 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 4,715 | -2.10 | 1,129 | 13.14 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 1,100 | 264 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 11,743 | -2.23 | 2,822 | 16.28 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 101,660 | 2.57 | 24,431 | 21.94 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 33,713 | -3.15 | 8,102 | 15.14 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 4,000 | 5.35 | 961 | 25.29 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 7,085 | -4.28 | 1,703 | 13.77 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 24 | 6 | ||||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 1,268 | 0.00 | 305 | 18.75 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 3,680 | -90.61 | 1 | -100.00 | ||||
| 2025-08-13 | 13F | Berbice Capital Management LLC | 7,609 | 27.20 | 1,829 | 51.20 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 834 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 150 | 0.00 | 36 | 20.00 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 1,823 | 0.00 | 452 | 18.37 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 8,972 | 1.22 | 2,156 | 20.38 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 3,014 | -0.63 | 724 | 18.30 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 857 | 206 | ||||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 5,790 | 0.10 | 1,371 | 17.28 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 21,466 | 1.24 | 5,159 | 20.35 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 77 | 0.00 | 19 | 20.00 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 287,510 | 69,094 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 456,395 | -49.36 | 109,681 | -39.80 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 226 | 11.33 | 54 | 31.71 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 502,479 | -0.05 | 120,756 | 18.84 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 2,777 | 34.54 | 667 | 59.95 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Call | 7,900 | -1.25 | 1,899 | 17.38 | |||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 10,700 | -81.29 | 2,571 | -77.76 | |||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,942,400 | 0.43 | 707,117 | 19.40 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 10,700 | -81.65 | 2,571 | -78.18 | |||
| 2025-06-27 | 13F/A | Goldman Sachs Group Inc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 2,029 | 46.18 | 488 | 73.93 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 11,204 | -0.61 | 2,693 | 18.17 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 55,088 | 1.79 | 13,239 | 21.03 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 523 | 0.00 | 126 | 19.05 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 7,086 | -0.56 | 1,703 | 18.19 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,302,103 | 17.45 | 553,241 | 39.64 | ||||
| 2025-05-15 | 13F | Toronto Dominion Bank | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Bokf, Na | 77 | 19 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 260 | -3.35 | 63 | 14.81 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 145 | -39.08 | 35 | -29.17 | ||||
| 2025-05-15 | 13F | Kingdon Capital Management, L.l.c. | Put | 0 | -100.00 | 0 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 333,729 | -9.05 | 80,202 | 8.14 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 1,959 | 1.45 | 471 | 20.51 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5,812 | 31.31 | 1,397 | 56.15 | ||||
| 2025-05-13 | 13F | Certus Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 333 | -9.51 | 80 | 8.11 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 2,241 | 0.81 | 539 | 19.82 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 155 | 0.00 | 37 | 19.35 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic US Equity Fund Class I Shares | 56,020 | 1.82 | 12,971 | 7.92 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 1,822 | 0.05 | 438 | 19.07 | ||||
| 2025-08-12 | 13F | Del-Sette Capital Management, LLC | 7,674 | 1,844 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1,698 | -23.75 | 408 | -9.33 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 830 | 1,876.19 | 199 | 3,216.67 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 10,949 | 1.19 | 2,631 | 20.30 | ||||
| 2025-04-22 | 13F | Minichmacgregor Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 66,348 | 3.72 | 15,945 | 23.31 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 87,151 | 4.98 | 20,944 | 24.82 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 899,569 | -1.94 | 216 | 16.76 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 1,950 | 0.05 | 469 | 19.08 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1,083 | -98.19 | 260 | -97.85 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 11 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 574 | 0.00 | 138 | 18.10 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 1,600 | -44.96 | 385 | -34.58 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 1,895 | 0.00 | 455 | 7.57 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 7,478 | -0.66 | 1,797 | 18.15 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 1,214 | 292 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 3,327 | 0.00 | 672 | -2.33 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 1,889 | 378 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 1,372 | 859.44 | 0 | |||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 703 | 69.81 | 166 | 100.00 | ||||
| 2025-08-25 | NP | DWAW - AdvisorShares Dorsey Wright FSM All Cap World ETF | 176,622 | -13.01 | 42,446 | 7.28 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 3,918 | 28.12 | 942 | 48.89 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 1,295 | 311 | ||||||
| 2025-08-05 | 13F | State Of Michigan Retirement System | 1,206,090 | -6.87 | 289,848 | 10.72 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 112,547 | 4.45 | 27,047 | 24.19 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 1,852 | 0.38 | 445 | 19.62 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 17,045 | 7.03 | 4,096 | 27.24 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 13,183 | -0.08 | 3,168 | 18.83 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 3,466 | -44.88 | 833 | -34.49 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 45 | 11 | ||||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 1,538 | -1.79 | 370 | 16.77 | ||||
| 2025-07-11 | 13F | Spence Asset Management | 2,614 | 1 | ||||||
| 2025-08-08 | 13F | Parker Investment Management, LLC | 7,329 | 1,761 | ||||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 33,399 | 7,909 | ||||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 3,207 | 8.09 | 771 | 28.55 | ||||
| 2025-08-14 | 13F | Family Management Corp | 57 | 14 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 10,448 | 3.29 | 2,511 | 22.80 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 2,893 | -4.62 | 695 | 13.38 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 208,216 | 1.19 | 50,038 | 20.31 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 15,882 | 16.51 | 3,817 | 38.51 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 19,264 | -5.68 | 4,630 | 12.14 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2,389 | 7.61 | 574 | 28.13 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 869 | 0.00 | 209 | 18.86 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 894 | 0.00 | 215 | 18.89 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 851 | 0.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 1,489 | 0.00 | 358 | 19.00 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 3,630 | 476.19 | 872 | 586.61 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 22,260 | 2.58 | 5,349 | 21.96 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 1,030 | 248 | ||||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 20,335 | 0.00 | 4,887 | 18.88 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 1,536 | -8.02 | 369 | 9.50 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1,316 | 26.17 | 316 | 50.48 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 7,337 | -1.12 | 1,763 | 17.61 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 2,544 | 30.73 | 612 | 55.47 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 6,073 | 12.71 | 1,460 | 33.98 | ||||
| 2025-08-14 | 13F | AYAL Capital Advisors Ltd | Put | 145,000 | 34,846 | |||||
| 2025-04-22 | 13F | Cobblestone Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,591 | 5.85 | 382 | 26.07 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 1,533 | 6.98 | 368 | 27.34 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 81 | 19 | ||||||
| 2025-08-25 | NP | DWUS - AdvisorShares Dorsey Wright FSM US Core ETF | 254,616 | -5.37 | 61,189 | 12.51 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 4,207 | -47.66 | 1,011 | -37.75 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 7,900 | 64.58 | 1,899 | 95.67 | |||
| 2025-08-13 | 13F | StoneX Group Inc. | 1,590 | 3.65 | 382 | 23.23 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 374 | 90 | ||||||
| 2025-08-14 | 13F | Polymer Capital Management (HK) LTD | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 1,775 | 0.00 | 359 | 0.00 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 2,522 | 0.00 | 606 | 18.13 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares | 40,200 | -21.94 | 9,308 | -17.26 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 19 | 0 | ||||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 7,767 | 1,943.95 | 1,867 | 2,355.26 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 505 | 508.43 | 121 | 656.25 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2,424 | 15.76 | 582 | 37.59 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4,683 | 1,125 | ||||||
| 2025-08-06 | 13F | New Millennium Group LLC | 2,172 | -6.94 | 522 | 10.62 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 1,306 | -0.68 | 314 | 18.11 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2,343 | 16.80 | 563 | 39.01 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 20 | 5 | ||||||
| 2025-05-15 | 13F | Schonfeld Strategic Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1,169 | 0.00 | 281 | 18.64 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,715 | -22.43 | 412 | -7.62 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 1,193 | -4.71 | 287 | 13.04 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 496 | 81.68 | 118 | 118.52 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 16,329 | 3,924 | ||||||
| 2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 15,254 | -4.98 | 3,532 | 0.71 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 1,179 | 0.00 | 238 | -2.06 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 916,637 | 220,286 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 1,376 | -1.36 | 331 | 17.02 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 40,339 | 0.20 | 9,696 | 11.67 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 3,378 | -0.82 | 812 | 17.88 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 225 | 54 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 950 | 0.00 | 228 | 18.75 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 107 | 0.00 | 26 | 19.05 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 1,464 | -0.95 | 352 | 17.79 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 1,089 | 0.00 | 262 | 18.64 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 9,874 | -1.99 | 2,333 | 28.06 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 24,277 | -14.66 | 5,834 | 1.46 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 85,816 | -2.90 | 17,990 | -7.12 | ||||
| 2025-04-11 | 13F | LPF Advisors LLC | 1,327 | 0.15 | 268 | -2.19 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 1,643 | 0.00 | 395 | 18.67 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 1,513 | -1.82 | 364 | 16.72 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 10,982 | -58.76 | 2,639 | -50.97 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3,617 | -1.01 | 869 | 17.75 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 52 | 0.00 | 13 | 20.00 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 11,594 | 14.00 | 2,786 | 35.57 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 19,211 | 6.34 | 4,617 | 26.43 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 67,380 | -4.63 | 16,193 | 13.38 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 1,372 | 0.00 | 330 | 18.77 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 106,754 | -23.69 | 25,655 | -9.28 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 1,255 | 0.00 | 302 | 18.97 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 3,118 | 3.11 | 749 | 22.59 | ||||
| 2025-08-12 | 13F | Prudential Plc | 2,522 | -55.77 | 606 | -47.40 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 10,102 | -6.95 | 2,428 | 10.62 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 135,967 | 2.78 | 32,676 | 22.20 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 1,041 | 0.00 | 250 | 19.05 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 122 | 0.00 | 29 | 20.83 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 101 | 0.00 | 24 | 20.00 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 1,193 | -72.91 | 241 | -73.55 | ||||
| 2025-08-14 | 13F | Hotchkis & Wiley Capital Management Llc | Put | 6,500 | 0.00 | 1,562 | 18.96 | |||
| 2025-07-09 | 13F | Burt Wealth Advisors | 3,180 | -0.06 | 764 | 18.82 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 45 | -50.00 | 11 | -44.44 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 276 | 0.00 | 66 | 20.00 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 24,067 | 26.34 | 5,784 | 50.21 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 1,463 | -89.94 | 352 | -88.06 | ||||
| 2025-07-15 | 13F | Cassia Capital Partners, LLC | 9,596 | 0.00 | 2,306 | 18.93 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 10,506 | -6.59 | 2,525 | 11.04 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 856 | 206 | ||||||
| 2025-07-30 | 13F | Family Capital Trust Co | 179 | 0.00 | 43 | 19.44 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 1,045 | 0.00 | 251 | 18.96 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 192 | -8.57 | 46 | 9.52 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 13,524 | 0.16 | 3,250 | 19.09 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 30,896 | -0.48 | 6,245 | -0.49 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4,170 | -15.81 | 1,002 | 0.10 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 6 | 1 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 2,011 | 67.30 | 485 | 106.38 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 4,219 | -25.43 | 1,014 | -11.37 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 3,189 | -17.13 | 766 | -1.42 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 973 | 15.15 | 234 | 37.06 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 250 | 0.00 | 60 | 20.00 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 1,706 | -1.04 | 410 | 17.82 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 77,223 | 18,558 | ||||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 3,644 | 4.80 | 876 | 24.64 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 717 | -68.54 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 60 | 172.73 | 14 | 250.00 | ||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 32,736 | 10.88 | 7,580 | 17.54 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 700 | 0.57 | 142 | -2.08 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 38 | 0.00 | 9 | 28.57 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 1,792 | 6.54 | 431 | 26.84 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 14,655 | 7.07 | 3,522 | 27.30 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 33,872 | 0.23 | 8,140 | 19.18 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 3,852 | 59.83 | 926 | 89.94 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 53,861 | -5.93 | 12,944 | 9.26 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 2,069 | 6.93 | 497 | 27.11 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,231,042 | 15.84 | 295,986 | 37.79 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 137 | -42.68 | 33 | -31.25 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1,395 | -10.98 | 335 | 6.01 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 1,130 | 0.00 | 272 | 18.86 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 7,312 | 2 | ||||||
| 2025-08-13 | 13F | M&t Bank Corp | 90,569 | 16.68 | 21,766 | 38.73 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 987 | -5.91 | 237 | 12.32 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 3,222 | 17.89 | 774 | 40.22 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 2,400 | 0.00 | 577 | 18.76 | ||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 3,766 | 0.08 | 905 | 19.08 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 3,054 | -3.11 | 734 | 15.07 | ||||
| 2025-06-26 | NP | DWAT - Arrow DWA Tactical ETF | 1,126 | 11.82 | 236 | 7.27 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 29,448 | 7,106 | ||||||
| 2025-08-14 | 13F | Sentinus, LLC | 16,512 | 2.55 | 3,968 | 21.94 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 10,895 | -6.43 | 2,618 | 11.26 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 1,273 | -11.54 | 306 | 5.52 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 53,881 | 8.85 | 12,949 | 28.52 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 59,712 | -3.80 | 14,350 | 14.37 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 760 | -39.97 | 183 | -28.63 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 39,725 | 1.14 | 9,547 | 20.24 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5,073 | -3.70 | 1,219 | 14.57 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 273,289 | 0.55 | 65,677 | 19.55 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 2,346 | 1.21 | 564 | 20.30 | ||||
| 2025-04-22 | 13F | Avantra Family Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 1,922 | 0.00 | 462 | 18.81 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 22,721 | -51.41 | 5,460 | -42.23 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 9,775 | -6.48 | 2,349 | 11.22 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Put | 6,200 | 1,490 | |||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 1,169 | 278 | ||||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 20,900 | 5,023 | |||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 1,375 | 0.00 | 330 | 19.13 | ||||
| 2025-04-28 | 13F | Clark Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 38,889 | 13.80 | 9,346 | 35.30 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 133,387 | -29.72 | 32,056 | -16.51 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 220,966 | 14.67 | 53,105 | 36.33 | ||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 7,962 | 0.00 | 1,913 | 18.89 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 25,361 | 3.78 | 6,095 | 23.39 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 18,790 | 92.92 | 4,443 | 128.38 | ||||
| 2025-08-14 | 13F | Schonfeld Strategic Advisors LLC | Put | 38,500 | 9,252 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 18,894 | 10.52 | 4,541 | 31.40 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 1,050 | -8.85 | 249 | 7.33 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 67,440 | 43.99 | 16,207 | 71.19 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,156 | -0.68 | 1,720 | 18.06 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 30,041 | 21.60 | 7,219 | 44.58 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 960 | 231 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 17,619 | 2.62 | 4 | 33.33 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 38,477 | -1.03 | 9,247 | 17.66 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 32,936 | 92.54 | 7,933 | 130.85 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 3,342 | -28.30 | 803 | -14.76 | ||||
| 2025-08-15 | 13F | Audent Global Asset Management, LLC | 27,876 | 0.38 | 6,699 | 19.35 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 10,892 | 30.87 | 2,618 | 55.59 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 1,456 | 23.39 | 350 | 46.64 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 2,041 | 0.25 | 501 | 21.90 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 112,661 | 230.62 | 27,075 | 293.12 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 3,679 | 0.22 | 884 | 20.60 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 10,223 | 4.41 | 2,467 | 24.66 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 101,159 | -0.37 | 24,310 | 18.45 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 10,454 | 0.68 | 2,512 | 19.73 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 492 | -35.09 | 118 | -22.88 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 23 | 0.00 | 5 | 25.00 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 17,933 | 29.08 | 4,317 | 50.31 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 3,622 | 870 | ||||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 1,878 | 0.00 | 451 | 19.00 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 6,946 | 1,669 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 1,597 | 384 | ||||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 1,789 | 0.00 | 430 | 18.84 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 86 | 21 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 17,453 | 61.84 | 4,194 | 92.47 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 11,522 | 407.13 | 2,769 | 503.05 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 1,041 | -3.34 | 250 | 15.21 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 91,706 | -6.52 | 22,039 | 11.14 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 4,816 | 3.91 | 1,157 | 23.61 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 2,450 | -5.70 | 586 | 5.22 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 557 | 134 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 8,586 | 11.12 | 2,063 | 32.16 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 13 | 0.00 | 3 | 50.00 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 1,052 | -5.23 | 253 | 12.50 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 12,301 | -5.34 | 2,956 | 12.57 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 4,362 | 21.30 | 1,048 | 44.35 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 95,876 | 3.24 | 23,041 | 22.75 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 4,338 | -56.52 | 1,043 | -48.31 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 4,210 | -15.75 | 1,012 | 0.10 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 100 | 0.00 | 24 | 20.00 | |||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 10,000 | -24.24 | 2,403 | -9.93 | |||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 6,874 | 3.31 | 1,652 | 22.84 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 28 | 0.00 | 7 | 20.00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,895 | 177.86 | 456 | 229.71 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | QVOY - Q3 All-Season Active Rotation ETF | 25,145 | -22.19 | 5,822 | -17.51 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 911 | -59.22 | 219 | -51.66 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 454 | -53.00 | 92 | -51.60 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 2,588 | -3.29 | 622 | 15.00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 703 | 0.00 | 169 | 18.31 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 1,852 | 0.00 | 445 | 18.98 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 3,861 | -6.24 | 928 | 11.42 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 5,722 | 43.44 | 1,375 | 66.67 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 7,838 | 60.25 | 1,884 | 90.59 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 14,652 | 94.63 | 3,521 | 19.40 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 25,834 | -30.82 | 6,208 | -18.32 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 130 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 5,940 | 0.00 | 1,428 | 18.92 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1,514 | 0.40 | 364 | 19.41 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 44,081 | 3.38 | 10,594 | 22.92 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 170 | 0.00 | 40 | 17.65 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 165 | -42.11 | 40 | -31.58 | ||||
| 2025-08-27 | NP | XCOR - FundX ETF | 27,950 | 6,717 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 30,501 | 534.64 | 7,330 | 654.89 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 492,577 | -11.23 | 118,376 | 5.54 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 935 | -13.43 | 225 | 2.75 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 1,534 | 0.00 | 369 | 18.71 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 1,388 | -3.41 | 334 | 14.83 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4,261 | 25.66 | 1,024 | 49.49 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 4,844 | 1,144 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 7,309 | 1,756 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 9,035 | 10.33 | 2,171 | 31.18 | ||||
| 2025-07-29 | 13F | Spirit Of America Management Corp/ny | 780 | -9.83 | 187 | 6.90 | ||||
| 2025-05-15 | 13F | Polar Asset Management Partners Inc. | Call | 0 | -100.00 | 0 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 158,886 | 0.11 | 38,183 | 19.03 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 7,893 | -6.08 | 1,897 | 11.72 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 1,144 | -6.15 | 275 | 11.38 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 4,843 | -56.26 | 1,164 | -48.01 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 18,451 | -0.31 | 4,434 | 18.52 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 24,185 | 311.24 | 5,812 | 427.88 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 8,182 | -63.48 | 1,966 | -56.58 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 44,543 | -8.92 | 10,705 | 8.29 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 72,374 | 1,809,250.00 | 17,393 | |||||
| 2025-05-09 | 13F | Summit Rock Advisors, LP | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 1,583 | 21.49 | 380 | 44.49 | ||||
| 2025-08-05 | 13F | Allstate Corp | 3,538 | 850 | ||||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 1,041 | 0.87 | 250 | 20.19 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3,266 | 785 | ||||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 5,387 | -0.06 | 1,295 | 18.82 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 18,501 | -12.62 | 4,446 | 3.90 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3,687 | 886 | ||||||
| 2025-05-15 | 13F | J. Goldman & Co LP | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | LS Investment Advisors, LLC | 2,540 | 0.00 | 610 | 18.91 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 4,751 | -4.37 | 1,142 | 13.65 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 455 | 109 | ||||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 18,630 | -1.31 | 4,477 | 17.35 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 1,037 | 0.00 | 249 | 19.14 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 24,600 | 5,912 | ||||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 1,685 | 1.57 | 405 | 18.08 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 3,028 | 80.13 | 728 | 114.45 | ||||
| 2025-04-24 | 13F | Park Place Capital Corp | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 136,262 | 0.10 | 32,746 | 19.02 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 21,389 | 12.13 | 5,140 | 33.33 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 25,693 | -3.32 | 6,175 | 14.95 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 41,952 | 1.73 | 10,101 | 20.51 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 2,409 | -1.19 | 579 | 17.48 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 3,852 | 0.03 | 919 | 17.99 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 101 | 0.00 | 24 | 9.09 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 56,932 | 2,102.40 | 13,682 | 2,520.88 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 2,368 | 2.20 | 569 | 21.58 | ||||
| 2025-05-15 | 13F | Hidden Lake Asset Management LP | Put | 0 | -100.00 | 0 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 81 | -19.00 | 19 | -5.00 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 3,330 | 800 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 30,468 | -3.02 | 7,322 | 15.31 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 2,300 | 553 | ||||||
| 2025-09-03 | 13F | Q3 Asset Management | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 1,031 | 0.00 | 248 | 18.75 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 987 | 237 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 538,923 | 7.44 | 129,513 | 27.74 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 25,208 | 9.44 | 6,058 | 30.14 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 37,387 | 4.31 | 8,985 | 24.02 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 346 | -22.42 | 83 | -7.78 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 20,009 | 5.87 | 4,809 | 25.86 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1,619 | 16.98 | 389 | 39.43 | ||||
| 2025-08-21 | NP | LCAIX - Lazard Opportunistic Strategies Portfolio Institutional Shares | 6,279 | 1,509 | ||||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 128,846 | 1.72 | 30,964 | 20.94 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 1,167 | -0.93 | 280 | 17.65 | ||||
| 2025-04-29 | 13F | Simmons Bank | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 3 | 1 | ||||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 71,411 | -5.17 | 17,161 | 12.75 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 16 | -50.00 | 4 | -50.00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 2,006 | 11.57 | 482 | 32.78 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 9,293 | -15.05 | 1,878 | -17.01 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 102 | 0.00 | 24 | 20.00 | ||||
| 2025-05-12 | 13F | Sculati Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 1,095 | 0.00 | 263 | 19.00 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 87 | 0.00 | 21 | 17.65 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 16,511 | -9.36 | 3,968 | 7.74 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 1,987 | 2.05 | 478 | 21.37 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 11,235 | -6.81 | 2,700 | 10.80 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 4 | 0.00 | 1 | |||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1,118 | 0.00 | 269 | 19.11 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 2,494 | 56.86 | 599 | 86.60 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 7,208 | -11.11 | 1,732 | 5.67 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 49,853 | 18.07 | 11,981 | 40.38 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1,464 | -9.74 | 352 | 7.34 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 2,015 | -10.16 | 484 | 6.84 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 4,197 | 16.91 | 1,009 | 39.03 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 6,724 | -42.06 | 1,616 | -31.13 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 4,729 | -6.39 | 1,136 | 11.26 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,521,073 | 13.32 | 605,865 | 34.73 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3,680 | -6.39 | 884 | 11.34 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 1,938 | -5.37 | 466 | 12.59 | ||||
| 2025-08-13 | 13F | Provida Pension Fund Administrator | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 1,230 | 296 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 3,789 | -10.28 | 911 | 6.68 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 2,940 | 0.00 | 707 | 18.86 | ||||
| 2025-05-12 | 13F | Citigroup Inc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 9,533 | 6.15 | 2,291 | 26.17 | ||||
| 2025-04-11 | 13F | Unique Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Smart Money Group LLC | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | DWTFX - ARROW DWA TACTICAL FUND CLASS A SHARES | 16,903 | -4.10 | 3,543 | -8.26 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2,067 | -0.14 | 497 | 18.66 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 10,538 | 4.01 | 2,532 | 23.63 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 3,431 | 135.48 | 825 | 180.27 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 1,229 | 295 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2,163 | 46.35 | 520 | 74.16 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 17,259 | 1.56 | 4,148 | 20.73 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 5,538 | 9.79 | 1,331 | 30.52 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 8,842 | -2.14 | 2,125 | 16.32 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 1,756 | -29.98 | 431 | -17.31 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 25,600 | 148.37 | 6,152 | 195.34 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 129,658 | -8.12 | 31,159 | 9.25 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3,514 | -8.80 | 844 | 8.48 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 3,201 | 33.77 | 769 | 59.21 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 158,024 | -1.65 | 37,976 | 16.93 | ||||
| 2025-07-07 | 13F | Trust Co | 11,478 | 184.81 | 2,758 | 238.82 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,234,364 | -8.44 | 296,642 | 8.86 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 18,613 | 88.35 | 4,473 | 121.11 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 88,011 | 8.19 | 21,151 | 28.63 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 1,196 | 0.08 | 288 | 19.09 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 127,461 | 543.87 | 30,631 | 665.58 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 7,823 | -1.45 | 1,880 | 17.21 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 956 | 230 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 12,942 | 37.37 | 3,110 | 63.34 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 8,071 | 539.03 | 1,940 | 660.39 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 212,431 | -1.19 | 51,051 | 17.48 | ||||
| 2025-05-15 | 13F | J. Goldman & Co LP | Put | 0 | -100.00 | 0 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 2,023 | 0.00 | 486 | 19.12 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 5,669 | -2.81 | 1,146 | -5.06 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2,338 | 88.09 | 562 | 123.51 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 23,747 | -0.76 | 5,707 | 17.99 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 346 | -6.74 | 83 | 12.16 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 220,864 | 7.69 | 53,078 | 28.04 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 429,174 | 15.49 | 103 | 37.33 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 6,895 | 8.69 | 1,657 | 29.25 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Dorsey Wright & Associates | 11,744 | 1.10 | 2,822 | 20.19 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 23,991 | -40.38 | 5,768 | -29.01 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 7,128 | -26.75 | 1,684 | -16.35 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 9,392 | -2.55 | 2,257 | 15.86 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 697 | 63.62 | 167 | 94.19 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 1,510 | 0.20 | 0 | |||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 1,711 | -1.38 | 411 | 17.43 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12,363 | 52.82 | 2,971 | 81.71 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 7,456 | 25.67 | 1,792 | 49.37 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 2,568 | -0.19 | 617 | 18.65 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 5,146 | 7.63 | 1,237 | 27.95 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 2,451 | -60.28 | 589 | -52.77 | ||||
| 2025-08-07 | 13F | Nwam Llc | 1,614 | -10.53 | 390 | 6.87 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 26,283 | 2.31 | 5,313 | -0.06 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 6,507 | -1.65 | 1,564 | 16.90 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 33,640 | -7.73 | 8,084 | 9.70 | ||||
| 2025-08-11 | 13F | Poehling Capital Management, LLC | 979 | 235 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 54,097 | -38.56 | 12,995 | -26.98 | ||||
| 2025-08-06 | 13F | S&t Bank/pa | 323 | 0.00 | 78 | 18.46 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 6,244 | 0.00 | 1,501 | 18.86 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 883 | 0.00 | 212 | 19.10 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 250,800 | 132.01 | 60,272 | 175.84 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 8,500 | -65.16 | 2,043 | -58.59 | |||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial | 61,056 | -4.22 | 14,673 | 13.87 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 17,914 | 94.40 | 4,305 | 131.20 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 1,998 | -5.75 | 480 | 12.15 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 4,766 | -0.73 | 1,145 | 18.04 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 2,448 | 0.20 | 588 | 11.79 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 11,679 | -15.18 | 2,807 | 0.83 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 1,242 | 1,534.21 | 299 | 1,886.67 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 21 | 0.00 | 5 | 25.00 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 5,517 | -0.14 | 1,326 | 18.73 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 161 | 0.00 | 39 | 18.75 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 1,955 | -14.93 | 470 | -1.26 | ||||
| 2025-05-15 | 13F | Ulysses Management LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1,935 | 2.49 | 465 | 21.78 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9,724 | 144.38 | 2,337 | 192.37 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,031,275 | 1.11 | 247,836 | 20.22 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Gries Financial Llc | 3,043 | -0.75 | 731 | 18.09 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 185 | 37 | ||||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 37,660 | 9.23 | 9,065 | 30.09 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 888 | 214 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 67,625 | -10.25 | 16,317 | 7.14 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3,233,303 | 13.66 | 777,027 | 35.14 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 24,003 | -1.88 | 5,727 | 21.13 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 2,404 | 0.00 | 578 | 18.97 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2,880 | -1.13 | 1 | |||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 885 | 166 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 7 | 2 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 4,898 | 4.79 | 1,177 | 24.68 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 125,976 | 28.36 | 30,275 | 52.61 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 1,628 | -3.33 | 391 | 15.00 | ||||
| 2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 5,595 | 15.72 | 1,345 | 37.56 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 24 | 6 | ||||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 34,702 | -5.79 | 8,339 | 12.01 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 3,554 | 6.47 | 854 | 26.71 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 1,502 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 645 | 0.00 | 155 | 19.23 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 1,111 | -16.90 | 267 | -1.11 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 942 | -40.90 | 226 | -29.81 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 3,519 | 29.33 | 846 | 53.92 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 964 | 232 | ||||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 17,936 | -14.86 | 4,310 | 1.22 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 7,495 | 8.61 | 1,801 | 29.20 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 272 | 0 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 216 | 44.97 | 52 | 70.00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 2,810 | 11.33 | 675 | 32.35 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 1,285 | -4.60 | 309 | 13.24 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 46,373 | 4.77 | 9,721 | 0.23 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 7,231 | 32.97 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 49 | -89.21 | 12 | -88.17 | ||||
| 2025-08-11 | 13F | Eq Llc | 3,796 | -86.09 | 912 | -83.46 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 2,746 | -5.96 | 660 | 11.69 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 881 | -12.69 | 212 | 3.94 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 1,101 | -10.34 | 265 | 6.45 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 1,285 | -1.31 | 309 | 17.11 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 201,067 | -1.67 | 48,320 | 16.91 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | -100.00 | 0 | |||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 1,160 | 248 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 50,289 | -13.21 | 12,086 | 3.19 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 7,300 | 3.81 | 1,754 | 23.43 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 21,416 | -0.94 | 5,147 | 17.76 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 1,851 | 22.18 | 445 | 45.10 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 38 | 0.00 | 9 | 28.57 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 3,338 | -0.71 | 802 | 18.11 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 1,653 | 25.42 | 397 | 49.25 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 10,707 | 1.23 | 2,573 | 20.40 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 5,045 | 5.77 | 1 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 46,383 | 35.16 | 11,147 | 60.70 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 1,039 | 250 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1,118 | -0.36 | 269 | 18.58 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 1,070 | 257 | ||||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 131 | 0.00 | 31 | 19.23 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 1,153 | 0.00 | 277 | 18.88 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 1,456 | 350 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 6,383 | -2.30 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | Put | 200,000 | 48,064 | |||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 3,838 | -2.51 | 922 | 15.97 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10,858 | 122.55 | 2,609 | 158.57 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 1,796 | -8.79 | 432 | 8.56 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 18,315 | 43.85 | 4,401 | 71.05 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 90 | 0.00 | 22 | 16.67 |
Other Listings
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