Mga Batayang Estadistika
| Pemilik Institusional | 364 total, 362 long only, 0 short only, 2 long/short - change of 8.28% MRQ |
| Alokasi Portofolio Rata-rata | 0.3168 % - change of 9.43% MRQ |
| Saham Institusional (Jangka Panjang) | 18,883,193 (ex 13D/G) - change of 0.52MM shares 2.82% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,316,734 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF (US:ONEQ) memiliki 364 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 18,883,193 saham. Pemegang saham terbesar meliputi Fmr Llc, Commonwealth Equity Services, Llc, LPL Financial LLC, Fisher Asset Management, LLC, Wealthfront Advisers Llc, Heck Capital Advisors, LLC, Bank Of America Corp /de/, Two Sigma Investments, Lp, Analyst IMS Investment Management Services Ltd., and Kestra Advisory Services, LLC .
Struktur kepemilikan institusional Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF (NasdaqGM:ONEQ) 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 85.44 / share. Previously, on September 6, 2024, the share price was 65.88 / share. This represents an increase of 29.69% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 188,842 | 1,379.14 | 15,126 | 1,642.63 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,327 | 23.11 | 427 | 44.90 | ||||
| 2025-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,628 | -27.98 | 371 | -16.10 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,420,171 | -5.34 | 113,756 | 11.40 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 5,710 | 0.00 | 0 | |||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 124,719 | -3.52 | 8,502 | -13.53 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 23,734 | 54.95 | 1,901 | 82.44 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 2,943 | 0.10 | 236 | 17.50 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 20,700 | 18.45 | 1,658 | 39.44 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 4,322 | -4.06 | 346 | 13.07 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1,296 | 116.36 | 104 | 157.50 | ||||
| 2025-08-05 | 13F | Ciovacco Capital Management LLC | 14,758 | 1,182 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 58,012 | -3.15 | 4,647 | 13.96 | ||||
| 2025-08-08 | 13F | Creative Planning | 58,739 | 0.84 | 4,705 | 18.69 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 73,606 | 34.53 | 5,896 | 58.30 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1,059 | 0.00 | 85 | 16.67 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 16,240 | 1 | ||||||
| 2025-04-15 | 13F | First United Bank Trust/ | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 19,526 | -3.68 | 1,564 | 13.42 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 45,600 | 12.96 | 3,653 | 32.95 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6,201 | 0.50 | 497 | 18.38 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 2,827 | -25.74 | 202 | -24.06 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 890 | 73 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 87,912 | -57.46 | 7,042 | -49.94 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 54,683 | 0.00 | 4,393 | 18.06 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 5,647 | 452 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 27,603 | 2.05 | 2,211 | 20.10 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11,529 | 5.91 | 923 | 24.73 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 11,196 | -0.62 | 897 | 16.97 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 178,361 | -1.22 | 14,287 | 16.25 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 249,908 | 8.17 | 20,018 | 27.29 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 3,355 | 0.12 | 228 | 11,300.00 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 2,979 | -2.23 | 239 | 14.98 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 21,625 | 0.16 | 1,732 | 17.90 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4,533 | 0.04 | 376 | 21.68 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,530 | 17.33 | 123 | 38.64 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 3,497 | 0.03 | 280 | 18.14 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 2,933 | -95.71 | 235 | -94.97 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 16,365 | 26.80 | 1,311 | 49.20 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 3,619 | -0.08 | 290 | 17.48 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 246,360 | 17.35 | 19,733 | 38.10 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 340 | 0.00 | 27 | 17.39 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 28,774 | 13.39 | 2,305 | 33.41 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8,883 | 377.07 | 712 | 404.26 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 7,075 | 0.00 | 567 | 17.67 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 37,181 | 708.99 | 2,978 | 854.49 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 22,228 | 0.56 | 1,780 | 18.35 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 2 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 5,815 | 466 | ||||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 500 | -50.00 | 40 | -41.18 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2,100 | 0.00 | 168 | 18.31 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 1,083 | -8.45 | 87 | -3.37 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 9,756 | 0.00 | 781 | 17.62 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 240,571 | 3.47 | 19,270 | 21.77 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,153 | 6.23 | 253 | 24.75 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2,750 | 220 | ||||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 3,000 | 0.00 | 240 | 17.65 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 86,188 | 25.57 | 6,871 | 46.86 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 10,303 | 0.00 | 825 | 17.69 | ||||
| 2025-04-15 | 13F | Focus Financial Network, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 100 | -66.67 | 8 | -60.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 625 | 0.00 | 50 | 19.05 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 2,331 | 0.00 | 187 | 17.72 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3,879 | 5.69 | 311 | 24.50 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 103,978 | 1.92 | 8,329 | 19.93 | ||||
| 2025-08-11 | 13F | Eq Llc | 178,461 | 14,295 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 65,984 | -39.54 | 5,285 | -28.85 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3,204 | 7,910.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3,326 | -11.42 | 266 | 4.31 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 160,700 | 100.88 | 12,872 | 136.40 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 108 | 0.00 | 9 | 14.29 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Analyst IMS Investment Management Services Ltd. | 503,186 | -0.08 | 40 | 17.65 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 5,500 | 0.00 | 441 | 17.65 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 51,789 | -3.70 | 4,148 | 13.33 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 110,100 | -8.09 | 8,819 | 8.16 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 22,195 | -1.21 | 1,778 | 16.22 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2,411 | -3.09 | 193 | 14.20 | ||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 18,962 | -29.74 | 1,519 | -6.58 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 31,849 | 2,551 | ||||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 5,200 | 0.00 | 417 | 17.85 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 3,387 | 0.00 | 271 | 17.83 | ||||
| 2025-05-08 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 223,952 | -16.29 | 17,939 | -1.49 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 3,812 | 0.00 | 305 | 17.76 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 2,500 | 200 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 29 | 0.00 | 2 | 100.00 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 27,606 | -22.24 | 2,211 | -8.49 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 2,732 | 219 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 670 | 0.00 | 54 | 17.78 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 3,308 | 0.15 | 265 | 17.86 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 38,306 | 23.59 | 3 | 50.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 24 | 2 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 3,859 | 6.99 | 309 | 26.12 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 331,471 | 52.75 | 26,582 | 79.72 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 49,815 | -3.11 | 4,003 | 20.80 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 22,140 | -16.97 | 1,773 | -2.26 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 45,141 | 19.30 | 3,616 | 40.39 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 9,059 | -42.38 | 726 | -32.24 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 8,107 | 4.36 | 1 | |||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 7,442 | 0.00 | 596 | 17.79 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 112,896 | 0.47 | 9,043 | 18.23 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 12,440 | 1.00 | 996 | 18.85 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 960 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 543 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | Davidson Kahn Capital Management, LLC | 3,522 | 282 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 11,345 | 218.77 | 909 | 275.21 | ||||
| 2025-07-31 | 13F | United Community Bank | 75 | 0.00 | 6 | 20.00 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 3,365 | -8.46 | 270 | 7.60 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 57 | 5 | ||||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 20,140 | -11.15 | 1,613 | -6.44 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 199,407 | -10.52 | 15,972 | 5.29 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 39,504 | 4.69 | 3,164 | 23.06 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 258 | 0.00 | 21 | 17.65 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 905 | 0.22 | 73 | 23.73 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 16,554 | 19.79 | 1 | |||||
| 2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 2,816 | 226 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 379 | 531.67 | 30 | 650.00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 23,386 | 49.95 | 1,873 | 76.53 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 4,419 | -22.74 | 354 | -9.25 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 4 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 273 | 0.00 | 22 | 23.53 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1,738 | -0.86 | 139 | 16.81 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 15,359 | 0.12 | 1,230 | 17.82 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 309,969 | 3.97 | 24,828 | 22.35 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 15,161 | -28.17 | 1,214 | -15.46 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 6,066 | 9.91 | 486 | 29.33 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2,654 | 213 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 13,614 | 0.35 | 1,091 | 18.09 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 2,670 | 0.00 | 214 | 17.68 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 4,183 | 335 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 5,378 | 2.71 | 431 | 20.79 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 13,395 | 58.43 | 1,073 | 86.43 | ||||
| 2025-08-13 | 13F | Harfst & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 321 | 0.00 | 26 | 19.05 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 949 | -0.52 | 76 | 18.75 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 288 | 0 | ||||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 45,538 | 4.16 | 3,648 | 22.59 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 103,900 | -3.80 | 8,322 | 13.04 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3,112 | 0 | ||||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 2,671 | 214 | ||||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 3,174 | -3.35 | 258 | 18.98 | ||||
| 2025-07-29 | 13F | Commons Capital, Llc | 4,084 | -5.44 | 327 | 11.60 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 352,362 | 6.27 | 28,224 | 25.07 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 3,382 | 271 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 499,750 | 23.33 | 40,030 | 45.13 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 21 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 32,819 | -25.12 | 2,629 | -11.90 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 4,544 | 364 | ||||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 6,766 | 542 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 3,797 | -17.24 | 304 | -2.56 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 32,608 | 40.70 | 2,599 | 64.81 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 9,967 | 0.00 | 798 | 17.70 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 9,260 | 0.03 | 742 | 17.62 | ||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | JustInvest LLC | 5,529 | 3.13 | 443 | 21.43 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 4,046 | -3.39 | 324 | 13.68 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 21,684 | -0.82 | 1,737 | 16.67 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 47,250 | 0.00 | 3,785 | 17.66 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 740 | 59 | ||||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 296,394 | -20.19 | 23,741 | -6.08 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4,238 | 339 | ||||||
| 2025-07-30 | 13F | Gimbal Financial | 2,531 | -42.63 | 203 | -32.67 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 100 | 0.00 | 8 | 33.33 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 6,822 | -7.49 | 546 | 8.98 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 11,420 | 0.00 | 915 | 14.68 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,172 | -9.36 | 94 | 5.68 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 3,330 | 0.00 | 267 | 16.67 | ||||
| 2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 8,130 | 648 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 3,268 | -53.21 | 262 | -45.05 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 2,562 | 0.00 | 205 | 17.82 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 142,238 | 149.57 | 11,394 | 193.66 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 660 | 0.00 | 53 | 18.18 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 27 | 2 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 11,281 | 0.15 | 904 | 17.89 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 39,718 | 1.69 | 3,181 | 9.69 | ||||
| 2025-05-01 | 13F | Harmony Asset Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 69,279 | -1.14 | 5,549 | 16.33 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 3,310 | 265 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 254 | 20 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 10,994 | -7.02 | 881 | 9.45 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 2,931 | -4.87 | 235 | 11.96 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 10,612 | 0.00 | 850 | 17.73 | ||||
| 2025-07-31 | 13F | Lee Danner & Bass Inc | 3,768 | 0.00 | 302 | 17.58 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 35,457 | -4.58 | 2,840 | 12.30 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 5,778 | 0.00 | 463 | 17.56 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 581 | 0.00 | 47 | 17.95 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 37,160 | 835.78 | 2,977 | 1,002.22 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 6,737 | -20.34 | 1 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 6,752 | -53.04 | 541 | -44.79 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 119,619 | 88.37 | 9,581 | 121.68 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 50,345 | 235.83 | 4,033 | 295.29 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 9,264 | 742 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 122,938 | -64.99 | 9,847 | -58.80 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 54,621 | 0.03 | 4,375 | 17.73 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 21,815 | -1.69 | 1,747 | 15.70 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 94,449 | -2.43 | 7,565 | 14.83 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 24 | 0.00 | 2 | 0.00 | ||||
| 2025-09-03 | 13F | American Trust | 5,788 | 464 | ||||||
| 2025-05-01 | 13F | Lane & Associates LLC | 14,023 | 1.78 | 954 | -10.25 | ||||
| 2025-08-13 | 13F | Vega Investment Solutions | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 12,220 | -55.44 | 979 | -47.59 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 500 | 0.00 | 40 | 17.65 | ||||
| 2025-08-06 | 13F | Paragon Capital Management Inc | 10,437 | 0.24 | 836 | 18.08 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5,983 | 17.96 | 479 | 38.84 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 400 | 0.00 | 32 | 14.81 | ||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 15,723 | -2.69 | 1,259 | 14.56 | ||||
| 2025-08-14 | 13F | UBS Group AG | 258,056 | 3.61 | 20,670 | 21.93 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,397 | 646.73 | 192 | 814.29 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 3,249 | -14.05 | 260 | 7.00 | ||||
| 2025-08-08 | 13F | Horrell Capital Management, Inc. | 40 | 0.00 | 3 | 50.00 | ||||
| 2025-08-12 | 13F | Bokf, Na | 675 | 0.00 | 54 | 20.00 | ||||
| 2025-07-22 | 13F | CPR Investments Inc. | 5,353 | 429 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 6,191 | -37.60 | 496 | -26.67 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 2,610 | 485.20 | 209 | 80.17 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4,594 | 0.00 | 368 | 17.63 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 380 | 0.00 | 30 | 20.00 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 3,553 | 0.14 | 285 | 17.84 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,978 | -8.48 | 719 | 7.80 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 111,305 | 8,916 | ||||||
| 2025-05-02 | 13F | Independent Wealth Network Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 68,276 | 6.33 | 5,469 | 25.13 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 456,020 | -0.15 | 36,527 | 17.51 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 26,666 | -0.29 | 1,815 | -10.82 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 101 | 0.00 | 8 | 33.33 | ||||
| 2025-08-14 | 13F | Goodwin Investment Advisory | 14,546 | 1,165 | ||||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 160 | -23.44 | 13 | -14.29 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 47 | 0.00 | 4 | 0.00 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 5,718 | 458 | ||||||
| 2025-08-14 | 13F | Harvest Investment Advisors, LLC | 89,379 | -0.28 | 7,159 | 17.36 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 7,133 | 0.00 | 486 | 0.00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 22,980 | 0.00 | 1,841 | 17.65 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 3,866 | -0.05 | 310 | 17.49 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 5,433 | 0.00 | 435 | 17.89 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 12,513 | 8.97 | 1,002 | 28.30 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 5,310 | 1.94 | 425 | 20.06 | ||||
| 2025-05-05 | 13F | Wealth Quarterback LLC | 0 | -100.00 | 0 | |||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Variant Private Wealth, LLC | 30,894 | -4.48 | 2,475 | 12.40 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 667,319 | -5.52 | 53,452 | 11.19 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 9,499 | -43.63 | 761 | -33.68 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15,934 | -16.08 | 1,276 | -1.24 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,817 | 0.00 | 146 | 17.89 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 32,603 | -0.33 | 2,712 | 21.83 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 251 | 0.00 | 20 | 17.65 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 51,235 | 0.15 | 4,104 | 17.83 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 5,468 | 9.82 | 438 | 29.29 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 202,760 | 49.11 | 16 | 77.78 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 3,176 | 254 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 250 | 0.00 | 20 | 17.65 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 26,590 | 4.71 | 2,130 | 23.21 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Barclays Plc | 1,900 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 4,218 | 0.86 | 338 | 18.66 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 9,069 | 0.00 | 726 | 17.67 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 569,103 | 4.01 | 45,585 | 22.41 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 4,050 | 324 | ||||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 22,850 | 0.00 | 1,830 | 17.68 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 61,015 | 1.26 | 4,887 | 19.17 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 13,776 | 62.72 | 1,103 | 91.49 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11,400 | 25.27 | 913 | 47.50 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 69,418 | 709.82 | 5,560 | 853.69 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 2,990 | 0.17 | 239 | 17.73 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 83,089 | -0.87 | 6,654 | 16.62 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 1,547 | 0.13 | 124 | 17.14 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 13,898 | 0.00 | 1,113 | 17.78 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 91 | 7 | ||||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 9,790 | 784 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 255 | 0 | ||||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 16,843 | 46.30 | 1,349 | 72.29 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 13,905 | 13.71 | 1,114 | 33.77 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 6,409 | 513 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 112,075 | 12.95 | 8,977 | 32.93 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 674 | 0.00 | 54 | 17.78 | ||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 37,000 | 0.00 | 2,964 | 17.67 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 4,789 | 384 | ||||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 34 | 0.00 | 3 | 0.00 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 5,328 | 0.00 | 427 | 17.68 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 10,510 | 0.00 | 842 | 17.62 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,471 | 51.49 | 118 | 77.27 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 2,500 | -34.21 | 200 | -22.48 | |||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 8,300 | 665 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 2,918 | -25.69 | 234 | -12.73 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 3,800 | 0.00 | 304 | 17.83 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10,900 | -77.72 | 873 | -73.78 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 3,000 | 240 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 5,633 | 14.65 | 451 | 35.03 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 3,596 | -0.91 | 288 | 16.60 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 131 | 0 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 59 | 5 | ||||||
| 2025-08-08 | 13F | Bailard, Inc. | 3,925 | 0.00 | 314 | 17.60 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 215 | -46.52 | 17 | -37.04 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 24,220 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 3,210 | -0.53 | 257 | 17.35 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | TFC Financial Management | 280 | 0.00 | 22 | 15.79 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4,327 | 347 | ||||||
| 2025-07-15 | 13F | Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 3,455 | 277 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 890 | 18.67 | 71 | 39.22 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 385 | -9.20 | 31 | 7.14 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9,778 | 783 | ||||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 6,188 | -2.01 | 0 | |||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 13,688 | 41.80 | 1,096 | 66.82 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 16,534 | -21.57 | 1,324 | -17.40 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 22,214 | -1.11 | 1,779 | 16.43 | ||||
| 2025-08-13 | 13F | Aufman Associates Inc | 6,077 | 0.00 | 487 | 17.68 | ||||
| 2025-08-05 | 13F | Burney Co/ | 4,820 | 0.00 | 386 | 17.68 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 4,090 | 1.87 | 328 | 19.78 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 110,896 | 0.49 | 8,883 | 18.25 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 50,849 | 6.23 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 23,265 | -19.95 | 1,855 | -6.41 | ||||
| 2025-05-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 4,318 | 0.16 | 346 | 17.75 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4,554 | 0.02 | 365 | 17.80 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4,420 | 3.95 | 354 | 21.65 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 2,752 | 220 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 10,538 | 0.00 | 844 | 17.71 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 527,000 | -22.34 | 42,213 | -8.61 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16,912 | 66.19 | 1,355 | 95.66 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 608,702 | 37.95 | 48,757 | 62.34 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 37,010 | -16.78 | 3 | -33.33 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 330,878 | 3.09 | 26,503 | 21.32 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 21,373 | 18.67 | 1,730 | 41.22 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,100 | 0.00 | 248 | 17.54 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 41,918 | 17.68 | 3,358 | 38.49 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 6,986 | -16.39 | 560 | -1.58 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 96 | 0.00 | 8 | 16.67 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 7,648 | -0.39 | 613 | 17.24 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 10 | 1 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 19,739 | -2.42 | 1,581 | 14.90 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 261 | 21 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 48,512 | 195.52 | 3,886 | 247.81 | ||||
| 2025-07-18 | 13F | jvl associates llc | 117,449 | 21.46 | 9,408 | 42.94 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 18,813 | 0.00 | 1,507 | 17.66 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 8,593 | 179.72 | 688 | 229.19 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 32,470 | 1.09 | 2,601 | 18.94 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 2,890 | 232 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 33,897 | 37.16 | 2,715 | 44.49 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 21,171 | -12.32 | 1,764 | 13.95 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1,800 | 0.00 | 144 | 18.03 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,100,753 | 1.75 | 88,170 | 19.75 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 13,123 | -13.59 | 1,051 | 1.74 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 87,425 | 31.72 | 5,951 | 17.87 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 41,478 | 0.84 | 3,322 | 18.69 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 80,889 | 68.51 | 6,479 | 98.32 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 2,826 | -30.07 | 226 | -17.82 | ||||
| 2025-05-15 | 13F | Alliancebernstein L.p. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 3,445 | 276 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 17,648 | 1,414 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,419,678 | 12.18 | 114 | 31.40 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 212 | 0.00 | 17 | 14.29 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 4,395 | -10.85 | 352 | 5.07 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 6,067 | -50.27 | 486 | -41.45 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 2,770 | 222 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2,481 | 199 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 130 | 10 | ||||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 56 | -75.65 | ||||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 3,645 | 292 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 29,012 | 0.00 | 2,324 | 17.68 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 5,387 | 0.07 | 432 | 17.76 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 8,984 | -6.97 | 722 | 16.67 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 12,462 | -2.63 | 998 | 14.58 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 150 | 0.00 | 12 | 20.00 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 651,222 | -7.63 | 52,163 | 8.70 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3,529 | 19.02 | 283 | 40.30 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 211,646 | -0.38 | 16,967 | 17.33 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 1,800 | 0.00 | 144 | 18.03 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 4,523 | 11.29 | 362 | 31.16 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 82,713 | 86.27 | 6,291 | 108.17 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 7,723 | -4.92 | 619 | 11.96 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 114,256 | 1.28 | 9,152 | 19.18 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 36,650 | -4.12 | 2,936 | 12.84 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 3,544 | 0.00 | 284 | 17.43 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 20,366 | 1,631 | ||||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 7,610 | 12.49 | 610 | 32.39 | ||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 57,760 | 0.00 | 5 | 33.33 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 360,962 | -20.75 | 28,913 | -6.74 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 3,736 | 0.00 | 299 | 17.72 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 474 | 0.00 | 38 | 15.63 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 488 | 0.00 | 39 | 18.18 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 41,752 | -1.76 | 3,344 | 15.63 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 4,984 | 0.16 | 399 | 18.05 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 36,834 | 0.00 | 2,950 | 17.67 |
