Mga Batayang Estadistika
| Pemilik Institusional | 338 total, 338 long only, 0 short only, 0 long/short - change of 1.80% MRQ |
| Alokasi Portofolio Rata-rata | 0.2225 % - change of -5.29% MRQ |
| Saham Institusional (Jangka Panjang) | 56,791,610 (ex 13D/G) - change of 0.48MM shares 0.85% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 975,829 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
PIMCO Dynamic Income Fund (US:PDI) memiliki 338 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 56,791,610 saham. Pemegang saham terbesar meliputi Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, UBS Group AG, J.w. Cole Advisors, Inc., Commonwealth Equity Services, Llc, PFG Investments, LLC, Advisor Group Holdings, Inc., Cohen & Steers, Inc., and Royal Bank Of Canada .
Struktur kepemilikan institusional PIMCO Dynamic Income Fund (NYSE:PDI) 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 20.03 / share. Previously, on September 9, 2024, the share price was 19.37 / share. This represents an increase of 3.41% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Concord Wealth Partners | 10,252 | 3.66 | 194 | -0.51 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 18,099 | 0.00 | 343 | -4.19 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 55,140 | 0.00 | 1,046 | -4.12 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A | 2,226 | 0.00 | 42 | -4.55 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A | 5,565 | 0.00 | 106 | -4.55 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 18,926 | 33.51 | 359 | 28.21 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 15,195 | -0.01 | 288 | -4.00 | ||||
| 2025-09-05 | 13F | Ghe, Llc | 17,200 | 2.69 | 326 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 12,205 | 0.41 | 232 | -3.75 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 7,258 | 1,095.72 | 138 | 1,145.45 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 170,657 | 3.70 | 3,237 | -0.64 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 20,719 | 393 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 4 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 11,650 | 221 | ||||||
| 2025-05-07 | 13F | Bedel Financial Consulting, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,236,188 | 3.75 | 23,450 | -0.60 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 62 | 6.90 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,281,912 | 4.17 | 24,319 | -0.19 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 38,430 | 729 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 12,326 | 234 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 16,633 | 54.32 | 316 | 47.89 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 89,984 | 0.00 | 1,707 | -4.21 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 1,479,459 | 3.58 | 28,065 | -0.76 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 10,646 | -13.70 | 202 | -17.62 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 83,652 | 293.64 | 1,587 | 277.62 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 13,277 | 8.15 | 252 | 3.29 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 38,277 | 2.01 | 726 | -2.16 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 155,746 | 17.91 | 2,955 | 12.96 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 3,034 | 0.00 | 58 | -5.00 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 86,628 | -1.14 | 1,643 | -5.25 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 8,404 | 0.00 | 159 | -4.22 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 988,088 | -5.71 | 18,744 | -9.66 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 11,446 | 0.00 | 217 | -3.98 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 19,468 | 369 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,068,594 | 5.70 | 58,211 | 1.27 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 352,405 | 516.16 | 6,685 | 490.55 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 119,069 | 688.75 | 2,259 | 657.72 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 3,000 | 0.00 | 59 | 7.27 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 48,301 | 10.00 | 916 | 5.41 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 10,252 | 194 | ||||||
| 2025-06-12 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 35,735 | -28.84 | 678 | -31.89 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 3,615 | 49.44 | 69 | 44.68 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 28,870 | -18.71 | 548 | -22.19 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 85,586 | 11.77 | 1,642 | 7.11 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 11,427 | 5.10 | 217 | 0.47 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 97,195 | 2.73 | 1,844 | -1.60 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 97,249 | -67.59 | 1,845 | -68.96 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 12,767 | 242 | ||||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 18,600 | 0.00 | 353 | -4.35 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 37,618 | 714 | ||||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 39,610 | 751 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 20,469 | 20.57 | 388 | 15.48 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 198,734 | 3.56 | 3,770 | -0.79 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 24,602 | -9.21 | 472 | -12.92 | ||||
| 2025-07-31 | 13F | Anchor Capital Management Group Inc | 124,300 | 0.00 | 2,358 | -4.23 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 44,457 | 0.24 | 1 | |||||
| 2025-08-28 | NP | FFBYX - First Foundation Fixed Income Fund Class Y | 10,000 | 0.00 | 190 | -4.55 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 12,658 | 240 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 435,437 | 7.29 | 8,356 | 3.98 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 259 | 3.60 | 0 | |||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 16,325 | 5.62 | 310 | 0.98 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 888 | 0.00 | 17 | -5.88 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 45,965 | 0.00 | 872 | -4.29 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 77,564 | 121.21 | 1,471 | 111.96 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 15,839 | 300 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 12,064 | -5.07 | 229 | -8.76 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 17,301 | 12.75 | 328 | 8.25 | ||||
| 2025-05-06 | 13F | Readystate Asset Management Lp | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 1 | -99.95 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 34,477 | 6.58 | 654 | 2.19 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 42,182 | -70.42 | 809 | -71.47 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 557,073 | 10.84 | 10,568 | 6.19 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 94,723 | -24.75 | 1,797 | -27.93 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 1,840 | 0.00 | 35 | -5.56 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 30,524 | -9.02 | 579 | -12.80 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 48,198 | -2.24 | 914 | -6.35 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,135 | 3.75 | 22 | 0.00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 16,340 | -11.72 | 310 | -15.57 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 45,840 | 0.00 | 870 | -4.19 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 134,833 | 23.48 | 2,558 | 18.27 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 148,007 | 0.68 | 2,808 | -3.54 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 37,658 | 3.39 | 727 | 0.69 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 78,133 | -1.57 | 1,482 | -5.67 | ||||
| 2025-08-07 | 13F | PFG Advisors | 159,182 | -13.93 | 3,020 | -17.54 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 35,406 | 18.22 | 672 | 13.15 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 648 | 12 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 11,806 | -42.08 | 224 | -40.37 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 133,891 | -9.80 | 2,559 | -12.93 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 680,209 | 0.63 | 12,904 | 1.76 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 11,688 | 222 | ||||||
| 2025-08-13 | 13F | Allium Financial Advisors, Llc | 111,311 | 375.26 | 2,112 | 355.94 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 25,829 | -5.64 | 490 | -9.78 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12,832 | 0.30 | 243 | -3.95 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 759,321 | -2.03 | 14 | -6.67 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 80,639 | 30.98 | 1,530 | 25.43 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 31,769 | 603 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 43,072 | 35.11 | 817 | 29.48 | ||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 22,932 | -5.09 | 435 | -9.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 982,091 | 16.16 | 19 | 12.50 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 304 | 0 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 10,323 | 0.00 | 196 | -4.41 | ||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus Fund Class A | 8,874 | 0.00 | 168 | -4.00 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 232,340 | 13.28 | 4,407 | 8.52 | ||||
| 2025-08-08 | 13F | Creative Planning | 29,879 | -1.31 | 567 | -5.51 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 10,531 | 0.23 | 200 | -4.33 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 3,376 | 3.15 | 64 | -3.03 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 13,978 | -16.17 | 265 | -19.70 | ||||
| 2025-03-12 | 13F/A | Palogic Value Management, L.P. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 84,325 | 10.40 | 1,600 | 5.75 | ||||
| 2025-06-26 | NP | AAINX - Thrivent Opportunity Income Plus Fund Class A | 23,302 | 0.00 | 431 | -4.44 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 81,806 | 46.44 | 1,566 | 56.81 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 136,010 | 10.70 | 2,609 | 6.10 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 27,092 | 0.61 | 536 | 10.97 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 450 | 0.00 | 9 | 0.00 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 19,632 | 7.09 | 372 | 2.76 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 28,976 | 550 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 27,648 | 45.38 | 524 | 39.36 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 70,375 | 16.37 | 1,335 | 11.53 | ||||
| 2025-08-08 | 13F | Summitry Llc | 12,000 | 0.00 | 228 | -4.22 | ||||
| 2025-07-17 | 13F | City Holding Co | 25 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 9,267 | 0.00 | 176 | -4.37 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 52,134 | 11.32 | 989 | 6.58 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 11,785 | 0.00 | 224 | -4.29 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 151,432 | -8.85 | 2,873 | -12.41 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15,046 | 33.08 | 285 | 27.80 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4,178,529 | 19.31 | 79,267 | 14.30 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 225,065 | 5.48 | 4,269 | 1.07 | ||||
| 2025-07-22 | 13F/A | Kingstone Capital Partners Texas, LLC | 12,750 | 13.71 | 242 | 9.01 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 13,471 | 0.48 | 259 | -3.73 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 44,983 | 136.89 | 853 | 127.47 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 510 | 10 | ||||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 13,355 | 0.00 | 253 | -4.17 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 95,326 | 133.85 | 1,808 | 124.04 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 461 | 7.21 | 9 | 0.00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 11,846 | 225 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 14,944 | 7.46 | 283 | 2.91 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 183,471 | 6.89 | 3,480 | 2.41 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1 | -99.99 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 45,882 | 5.27 | 870 | 0.93 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 14,260 | -10.40 | 271 | -4.59 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12,350 | 3.67 | 237 | 0.85 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 1,382,522 | 5.20 | 26,226 | 0.79 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 38,042 | 9.78 | 722 | 5.10 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 3,450 | 65 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 13,904 | 0.00 | 0 | |||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 27,572 | -55.17 | 523 | -57.03 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6,778 | -4.08 | 129 | -7.91 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 11,879 | 0.00 | 225 | -4.26 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 22,867 | -0.67 | 434 | -4.84 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 184 | 0.00 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,738 | 33 | ||||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 118,249 | -3.87 | 2,243 | -7.89 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 300 | 0.00 | 6 | 0.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 55,564 | 25.80 | 1,054 | 20.59 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10,764 | 204 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 36,537 | 12.80 | 693 | 8.11 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 14,108 | -1.37 | 268 | -5.65 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 12,891 | 3.09 | 245 | -1.21 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 32,935 | 7.78 | 628 | 11.55 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 11,840 | 2.15 | 225 | -2.18 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 18,556 | 8.72 | 352 | 12.46 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 300 | 6 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 76,551 | 6.58 | 1 | 0.00 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 99,901 | 1.78 | 1,895 | -2.47 | ||||
| 2025-06-26 | NP | AABFX - Thrivent Balanced Income Plus Fund Class A | 2,292 | 0.00 | 42 | -4.55 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 16,189 | -14.53 | 307 | -18.13 | ||||
| 2025-03-31 | NP | CVY - Invesco Zacks Multi-Asset Income ETF This fund is a listed as child fund of Invesco Ltd. 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 18,474 | -10.17 | 0 | |||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 85,863 | -0.60 | 1,629 | -4.80 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 437,011 | -1.11 | 8,290 | -5.26 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 175 | 0.00 | 3 | 0.00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 78,400 | -94.83 | 1,503 | -95.00 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A | 5,770 | 0.00 | 109 | -4.39 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 66,617 | 4.93 | 1,264 | 0.48 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Consolidated Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | TPG Advisors LLC | 10,840 | -5.53 | 206 | -9.69 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 399,155 | 10.01 | 7,572 | 5.39 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 15,839 | -45.61 | 300 | -47.92 | ||||
| 2025-05-14 | 13F | Landscape Capital Management, L.l.c. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 11,759 | -97.77 | 223 | -97.87 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 186,143 | 31.92 | 3,531 | 26.42 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 20,733 | 55.26 | 393 | 48.86 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 17,451 | 91,747.37 | 331 | 32.93 | ||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 5,600 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1,719,220 | 19.73 | 32,614 | 14.71 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,293,192 | 9.31 | 24,532 | 4.73 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 54,213 | 2.30 | 1,028 | -2.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,181,086 | -0.48 | 22,405 | -4.65 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 77,369 | 6.94 | 1,468 | 2.44 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 86,576 | 2.16 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 30,783 | 3.21 | 584 | -1.19 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 35,732 | 21.84 | 678 | 16.72 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 2,730 | -63.62 | 52 | -65.54 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 24,041 | 45.56 | 456 | 39.45 | ||||
| 2025-04-23 | 13F | Walkner Condon Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 165,193 | 0.33 | 3,134 | -3.90 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 37,364 | -64.73 | 709 | -66.24 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 72,888 | -1.84 | 1,383 | -5.99 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 300 | 0.00 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 14,977 | -26.47 | 284 | -29.53 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 193,036 | 0.58 | 3,702 | -2.61 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 19,683 | 9.35 | 373 | 4.78 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 14,000 | 0.00 | 266 | -4.33 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 49,863 | -8.36 | 946 | -12.26 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 10,300 | 0.00 | 195 | -3.94 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 33,474 | 29.86 | 635 | 24.51 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 20,176 | 4.06 | 383 | -0.26 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 487 | 0.00 | 9 | 0.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 4,084 | -48.30 | 77 | -50.64 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 143,601 | 0.27 | 2,724 | -3.92 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,478 | -37.14 | 45 | -42.31 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 104,423 | 16.18 | 2,068 | 25.42 | ||||
| 2025-04-22 | 13F | TrueMark Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 52,498 | -0.32 | 996 | -4.51 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 181,346 | 7.33 | 3,440 | 2.84 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 22,632 | 73.66 | 429 | 66.28 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 13,874 | 0.00 | 263 | -4.01 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 23,808 | 2.19 | 452 | -2.17 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 66,027 | 2.91 | 1,253 | -1.42 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 18,450 | -1.46 | 353 | -5.38 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 8,916 | 0.00 | 169 | -3.98 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 28,700 | 16.87 | 544 | 11.93 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 633,263 | 10.84 | 12,013 | 6.19 | ||||
| 2025-07-08 | 13F | Parisi Gray Wealth Management | 69,000 | 0.00 | 1,309 | -4.25 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 534,435 | 18.39 | 10,138 | 13.43 | ||||
| 2025-08-05 | 13F | Garrison Bradford & Associates Inc | 409 | -44.43 | 8 | -50.00 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 10,152 | 193 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1,175,418 | 6.90 | 22,376 | 3.41 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 18,511 | 0.00 | 351 | -4.10 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 115,130 | -38.76 | 2,280 | -33.90 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 16,171 | 3.50 | 307 | -0.97 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 50,001 | 0.00 | 960 | -4.20 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 15,916 | -5.37 | 302 | -9.61 | ||||
| 2025-05-13 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 54,255 | 0.63 | 1,029 | -3.56 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 10,665 | -52.97 | 202 | -54.91 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 66,517 | 724.15 | 1,262 | 693.08 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 222,907 | 4.47 | 4,229 | 0.09 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 166,195 | 36.16 | 3,153 | 39.35 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 138,073 | 76.14 | 3 | 100.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 343,707 | 4.77 | 7 | 0.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 12,561,807 | -4.05 | 238,298 | -8.07 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 11,358 | 1.33 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7,082 | 0.00 | 134 | -4.29 | ||||
| 2025-08-12 | 13F | Quantum Private Wealth, LLC | 16,171 | 0.10 | 307 | -4.08 | ||||
| 2025-05-14 | 13F | Natixis | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 209,375 | -1.78 | 3,972 | 1.59 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 321,905 | 19.30 | 6,107 | 14.30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 62,799 | 27.32 | 1,191 | 22.03 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 240,239 | 24.61 | 4,557 | 19.39 | ||||
| 2025-08-14 | 13F | Cantor Fitzgerald, L. P. | 6,483 | 123 | ||||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 16,838 | 15.70 | 319 | 10.76 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 147,987 | 9.08 | 2,807 | 4.50 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 346,914 | 20.42 | 6,581 | 15.36 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 835 | 0.00 | 16 | -6.25 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 2,067 | 1.72 | 0 | |||||
| 2025-07-29 | 13F | FLC Capital Advisors | 10,131 | 0.00 | 192 | -4.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 20,804 | -24.16 | 395 | -27.44 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 119,647 | 227.56 | 2,270 | 213.83 | ||||
| 2025-05-14 | 13F | REAP Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | ATCAX - Anchor Risk Managed Credit Strategies Fund Advisor Class Shares | 124,300 | 0.00 | 2,322 | -6.37 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 17,859 | 6.18 | 342 | 7.89 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 48,417 | 4.49 | 918 | 0.11 | ||||
| 2025-08-14 | 13F | Comerica Bank | 97,704 | 0.15 | 1,853 | -4.04 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 18,361 | 33.55 | 348 | 27.94 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 2,119 | 0.00 | 40 | -2.44 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 41,382 | 44.21 | 784 | 38.03 | ||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 11,523 | 219 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 780 | 0.00 | 15 | -6.67 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1,700 | 0.00 | 34 | 6.45 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 11,515 | 218 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | NCP Inc. | 84,214 | 9.70 | 1,598 | 5.07 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 95,116 | 834.16 | 2 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 24,970 | -3.24 | 474 | -7.25 | ||||
| 2025-05-02 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Novem Group | 25,540 | 0.09 | 484 | -4.16 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 10,053 | 191 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 27,199 | -49.77 | 516 | -51.96 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 5,000 | 0.00 | 95 | -5.05 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8,471 | 0.02 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22,604 | 429 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 28,631 | -1.43 | 543 | -5.57 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 13,331 | -27.05 | 264 | -22.42 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 10,277 | 196 | ||||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 113,008 | -0.05 | 2,144 | -4.24 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 352 | 0.00 | 7 | 0.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 15,795 | -65.77 | 300 | -67.25 | ||||
| 2025-04-16 | 13F | Rye Brook Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 1,459 | 0.00 | 28 | -3.57 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Summit X, LLC | 23,980 | -60.18 | 455 | -61.91 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 900 | 0.00 | 17 | 0.00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 33 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2,044 | 0.00 | 39 | -5.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 342,615 | 2.51 | 6,499 | -1.78 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 22,572 | 0.00 | 428 | -4.04 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 23,159 | 439 | ||||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 22,396 | -16.62 | 425 | -20.15 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 22,930 | 0.77 | 435 | -3.56 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 37,801 | -2.12 | 717 | -6.15 | ||||
| 2025-08-13 | 13F | McGowan Group Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 144,454 | 6.34 | 2,740 | 1.90 | ||||
| 2025-07-29 | 13F | R.P. Boggs & Co. | 149,698 | 427.68 | 2,840 | 255.32 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Natural Investments, Llc | 13,073 | 1.98 | 0 | |||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 24,795 | 6.39 | 470 | 1.95 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 10,946 | 7.88 | 208 | 3.50 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 2,000 | 0.00 | 38 | -5.13 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 117,557 | -1.86 | 2,256 | -5.96 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,063 | 20 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 3,354 | 0.00 | 64 | -4.55 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 172,573 | 81.68 | 3,274 | 74.10 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 300 | 6 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 123,848 | 0.79 | 2,349 | -3.41 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 18,125 | 0.00 | 344 | -4.19 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,455,105 | -7.90 | 28 | -12.90 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 71,606 | 2.20 | 1,374 | -2.07 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 23,596 | 4.43 | 448 | 0.00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 27,679 | -0.92 | 525 | -5.06 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 117,453 | 10.06 | 2,228 | 5.44 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MWA Asset Management | 17,600 | 1.73 | 334 | -2.63 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 70,320 | -2.13 | 1,334 | -6.26 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 70,358 | 7.90 | 1,335 | 3.33 | ||||
| 2025-05-20 | 13F/A | Colony Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 26,396 | 60.68 | 501 | 53.85 | ||||
| 2025-05-15 | 13F | Parvin Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 129,718 | -45.92 | 2,461 | -48.19 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 213,368 | 4.81 | 4,225 | 13.15 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 1,286,712 | 4.42 | 24 | 0.00 | ||||
| 2025-07-30 | NP | HYIN - WisdomTree Alternative Income Fund N/A | 90,538 | 4.28 | 1,691 | -2.37 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 36,700 | 224.12 | 696 | 210.71 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 39,421 | -81.85 | 748 | -82.63 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 44,517 | -8.04 | 1 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 3,000 | 0.00 | 57 | -5.08 | ||||
| 2025-05-14 | 13F | Walleye Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 54,605 | 1.94 | 1,036 | -2.36 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 176,579 | 16.74 | 3,350 | 11.86 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 430,842 | 15.79 | 8,173 | 10.94 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 51,811 | 3.02 | 983 | -1.31 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 19,296 | -63.55 | 366 | -65.08 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 17,538 | -10.64 | 333 | -14.43 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 8,413 | -12.73 | 160 | -16.32 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 396,163 | 8.02 | 7,515 | 3.50 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 22,231 | 18.72 | 422 | 13.78 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 5,897 | 3.04 | 112 | -1.77 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 28,613 | 0.00 | 539 | -4.95 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 18,666 | -39.00 | 354 | -41.49 | ||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 10,000 | 0.00 | 190 | -4.55 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 27,994 | 0.13 | 531 | -3.98 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 17,195 | 0.77 | 326 | -3.26 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 24,467 | 3.03 | 464 | -1.28 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 46,345 | 1.36 | 886 | -2.21 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 28,600 | -23.79 | 543 | -27.05 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 32,470 | 3.71 | 616 | -0.65 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 318,942 | 10.60 | 6,050 | 5.97 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 103,587 | -1.11 | 1,965 | -5.26 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 791,728 | 12.00 | 15,019 | 7.30 |
