Mga Batayang Estadistika
| Pemilik Institusional | 1018 total, 1009 long only, 4 short only, 5 long/short - change of -3.59% MRQ |
| Alokasi Portofolio Rata-rata | 0.3603 % - change of -7.49% MRQ |
| Saham Institusional (Jangka Panjang) | 182,601,124 (ex 13D/G) - change of -6.05MM shares -3.21% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 5,222,642 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares Preferred and Income Securities ETF (US:PFF) memiliki 1018 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 182,630,130 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, Wells Fargo & Company/mn, LPL Financial LLC, UBS Group AG, Proficio Capital Partners LLC, Royal Bank Of Canada, Envestnet Asset Management Inc, Mariner, LLC, and First Interstate Bank .
Struktur kepemilikan institusional iShares Trust - iShares Preferred and Income Securities ETF (NasdaqGM:PFF) 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 31.72 / share. Previously, on September 6, 2024, the share price was 32.35 / share. This represents a decline of 1.95% 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 
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | CVA Family Office, LLC | 2,013 | -26.34 | 62 | -26.51 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 2 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 699,400 | 21,458 | ||||||
| 2025-07-29 | NP | WAVLX - Wavelength Interest Rate Neutral Fund | 84,468 | 2.30 | 2,553 | -2.89 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 125 | -71.26 | 4 | -76.92 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 2,500 | 0.00 | 77 | 0.00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 13,596 | -0.60 | 417 | -0.71 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 42,773 | -7.46 | 1,312 | -7.61 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 13,502 | -4.55 | 414 | -4.61 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 52,751 | -0.20 | 1,618 | -0.37 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 85,110 | 0.03 | 2,611 | -0.11 | ||||
| 2025-05-29 | NP | SYMIX - AlphaCentric Symmetry Strategy Fund Class I | 5,214 | -55.60 | 160 | -56.64 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 800 | 0.00 | 25 | 0.00 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 21,898 | -4.93 | 672 | -5.09 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 96,611 | 3.88 | 2,964 | 3.75 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6,725 | -13.08 | 206 | -13.08 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 7,525 | -83.83 | 231 | -83.92 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 35,695 | 1,095 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 19,318 | -3.90 | 593 | -4.05 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 49,456 | -7.71 | 1,517 | -7.84 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 14,444 | 13.13 | 443 | 13.01 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 117,743 | 2.44 | 3,612 | 2.27 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 6,709 | 0.69 | 206 | 0.49 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 10,163 | 7.83 | 0 | |||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 27,344 | 0.04 | 839 | -0.12 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 358 | 0.00 | 11 | -9.09 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 12,459 | 0.34 | 382 | 0.26 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 10,225 | -8.99 | 314 | -9.28 | ||||
| 2025-08-12 | 13F | Boston Research & Management Inc | 15,060 | -3.86 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1,968,853 | 7.51 | 60,404 | 7.34 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 500 | -50.00 | 15 | -50.00 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 123,237 | 1.18 | 3,781 | 1.04 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 387 | 0.00 | 12 | 0.00 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 13,060 | -12.70 | 401 | -12.85 | ||||
| 2025-06-23 | NP | IYLD - iShares Morningstar Multi-Asset Income ETF | 551,451 | 5.30 | 16,643 | -0.10 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 10,675 | 327 | ||||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 11,650 | 0.00 | 357 | -0.28 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 16,098 | 11.84 | 494 | 11.54 | ||||
| 2025-08-18 | 13F | Brick & Kyle, Associates | 16,768 | 1 | ||||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 2,750 | 0.00 | 84 | 0.00 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 175,793 | 3.28 | 5,393 | 3.12 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 134,163 | 9.05 | 4,105 | 8.17 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 294,202 | 3.39 | 9 | 12.50 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 1,008,117 | 15.50 | 30,929 | 15.31 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 109,885 | 32.46 | 3,371 | 32.25 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 7,661 | -27.75 | 235 | -27.69 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 7,282 | -23.68 | 223 | -23.89 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 41,768 | -6.63 | 1,281 | -6.77 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 12,907 | 2.18 | 396 | 1.80 | ||||
| 2025-07-17 | 13F | R.H. Investment Group, LLC | 36,450 | 0.00 | 1,118 | -0.18 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 156,490 | 73.43 | 4,801 | 73.20 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 18,772 | -15.69 | 576 | -15.94 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 41,623 | -0.60 | 1,277 | -0.78 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 73,614 | 1.38 | 2,258 | 1.21 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 2,369 | 238.43 | 73 | 227.27 | ||||
| 2025-07-15 | 13F | Bank Of Stockton | 155,828 | 1.88 | 4,781 | 1.70 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,063,229 | 1.11 | 32,971 | 2.03 | ||||
| 2025-08-05 | 13F | Wellington Shields & Co., LLC | 6,480 | 5.54 | 199 | 5.32 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 30,395 | -61.10 | 933 | -61.17 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 3,045 | 93 | ||||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 26,836 | -20.64 | 823 | -20.79 | ||||
| 2025-08-01 | 13F | First National Trust Co | 41,585 | -12.72 | 1,276 | -12.91 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 8,997 | 0.00 | 276 | 0.00 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1,551 | 0.00 | 48 | 0.00 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 314,408 | -2.54 | 9,646 | -2.69 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 51,746 | -60.82 | 1,588 | -60.89 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 14 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 10,415 | -9.24 | 320 | -9.37 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 34,338 | 95.88 | 1,053 | 95.72 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 7,298 | 4.36 | 224 | 4.21 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 56,344 | -9.29 | 1,729 | -9.43 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 12,580 | -24.47 | 386 | -24.66 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 226,773 | 2.80 | 6,958 | 2.63 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 9,926 | 0.76 | 305 | 0.66 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 14,009 | 0.00 | 430 | -0.23 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 78,382 | -11.69 | 2,405 | -11.84 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 11,955 | 0.25 | 367 | 0.00 | ||||
| 2025-06-26 | NP | AABFX - Thrivent Balanced Income Plus Fund Class A | 2,723 | 0.00 | 82 | -4.65 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 11,112 | 10.28 | 341 | 10.03 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 979 | -74.95 | 30 | -75.00 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 22,584 | -21.88 | 693 | -22.07 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 27,480 | 29.94 | 843 | 29.89 | ||||
| 2025-04-29 | 13F | Calamos Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,478,568 | -4.82 | 45 | -4.26 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 20,922 | 642 | ||||||
| 2025-05-14 | 13F | First Wilshire Securities Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 11,775 | 361 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 31,596 | -18.58 | 969 | -18.71 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 13,459 | 0.43 | 413 | 0.24 | ||||
| 2025-04-28 | NP | HCYAX - HILTON TACTICAL INCOME FUND Investor Class | 162,585 | -3.68 | 5,178 | -6.89 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 242 | 7 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 8,576 | -4.67 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 560,568 | 4.49 | 17,198 | 4.33 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 3,000 | 0.00 | 92 | 0.00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 970 | 0.00 | 30 | 0.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,825,251 | -11.36 | 56 | -12.70 | ||||
| 2025-05-01 | 13F | Auour Investments LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 39,826 | 1.35 | 1,222 | 1.16 | ||||
| 2025-04-21 | 13F | Old Second National Bank Of Aurora | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Next Level Private LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 13,532 | -15.06 | 415 | -15.13 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 26,984 | 7.80 | 828 | 7.54 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 130,024 | 0.28 | 3,989 | 0.15 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 15,160 | 0.00 | 465 | 0.00 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 21,933 | -0.49 | 673 | -0.74 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 148,685 | -4.02 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 15,824 | 0.00 | 485 | -0.21 | ||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 205,400 | 6.15 | 6,302 | 5.99 | ||||
| 2025-04-25 | 13F | Kieckhefer Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 343,257 | 2.39 | 11 | 0.00 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 40,666 | -5.02 | 1,248 | -5.17 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 12,775 | -4.82 | 0 | |||||
| 2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Bensler, LLC | 9,370 | -0.66 | 287 | -0.69 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 42,900 | -59.38 | 1,316 | -59.45 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 58,900 | 50.26 | 1,807 | 50.08 | |||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 340,820 | 5.12 | 10,456 | 4.95 | ||||
| 2025-07-17 | 13F | City Holding Co | 46,847 | -1.68 | 1,437 | -1.78 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 197,023 | -5.89 | 6,045 | -6.05 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 312,993 | -7.48 | 9,603 | -7.64 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 232,173 | -3.52 | 7,123 | -3.67 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 9,900 | 304 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 15,303,209 | -6.87 | 469,502 | -7.02 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 8,741 | 268 | ||||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 8,744 | -4.54 | 268 | -4.63 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 8,294 | -4.95 | 256 | -1.54 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3,568 | -10.10 | 109 | -9.92 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 121,707 | -3.90 | 3,734 | -4.06 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 49,607 | -0.12 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 440,736 | 21.22 | 13,522 | 21.03 | ||||
| 2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 15,552 | 8.92 | 477 | 8.90 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 160,458 | -1.35 | 4,923 | -1.52 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 88,469 | -0.94 | 2,714 | 0.41 | ||||
| 2025-05-08 | 13F | Capital Management Associates /ny/ | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Campbell Capital Management Inc | 268,100 | 1.01 | 8,225 | 0.85 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 11,857 | 364 | ||||||
| 2025-08-13 | 13F | Centiva Capital, LP | 60,416 | 1,854 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 57,590 | -33.54 | 2 | -50.00 | ||||
| 2025-08-13 | 13F | Centiva Capital, LP | Put | 400,400 | -60.34 | 12,284 | -60.41 | |||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 2,515 | -28.27 | 77 | -27.62 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 8,645 | 265 | ||||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 7,110 | 0.00 | 220 | 6.80 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 520 | 0.00 | 16 | 0.00 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 80,523 | 4.85 | 2,488 | 5.42 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 9,952 | -3.26 | 305 | -3.48 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 61,371 | 8.90 | 1,883 | 8.72 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 7,927 | -7.76 | 243 | -7.95 | ||||
| 2025-08-13 | 13F | Centiva Capital, LP | Call | 60,800 | 1,865 | |||||
| 2025-08-12 | 13F | Hillsdale Investment Management Inc. | 10,560 | 124.68 | 324 | 124.31 | ||||
| 2025-08-14 | 13F | Comerica Bank | 220,620 | -7.12 | 6,769 | -7.27 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 8,189 | -38.94 | 251 | -39.08 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 4,830,928 | 22,975.84 | 4,961 | 671.38 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 11,441 | -5.21 | 351 | -5.14 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 37,389 | -10.21 | 1,147 | -10.32 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 10,357 | 0.00 | 318 | -0.31 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 250 | 8 | ||||||
| 2025-04-22 | 13F | Carr Financial Group Corp | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Fortis Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 69,909 | -1.25 | 2,145 | -1.43 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 29,922 | -13.07 | 918 | -13.15 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 12,978 | 12.53 | 398 | 12.43 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 74 | 2 | ||||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 21,000 | 0.00 | 1 | |||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 7,440 | 0.00 | 228 | 0.00 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 1,342 | 0.52 | 41 | 0.00 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 27,300 | -3.83 | 838 | -4.01 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 9,339 | -14.82 | 287 | -14.88 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 2,137 | -30.53 | 66 | -30.85 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 199,014 | -0.04 | 6,106 | -0.21 | ||||
| 2025-08-01 | 13F | Motco | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 151 | -91.89 | 5 | -92.98 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 625 | 0.00 | 19 | 0.00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 9,449 | 24.46 | 295 | 28.38 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 69,402 | 0.10 | 2,129 | -0.05 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 16,486 | -21.60 | 506 | -21.83 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 16,100 | 0.00 | 494 | -0.20 | ||||
| 2025-08-08 | 13F | Spectrum Asset Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 40,818 | 214.95 | 1,275 | 220.10 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 33,864 | 0.17 | 1,039 | 0.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 80,073 | 24.96 | 2 | 100.00 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 169,283 | 3.25 | 5,194 | 3.08 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,162,781 | -9.41 | 35,674 | -9.55 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 32,985 | -29.84 | 1,012 | -29.99 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 102,602 | 148.96 | 3,148 | 148.58 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 6,522 | 0.17 | 200 | 0.00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 152,373 | -2.08 | 4,675 | -2.24 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 628,268 | -9.18 | 19,275 | -9.32 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1,001,603 | 6.94 | 30,729 | 6.77 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 36,656 | -14.47 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 1,000 | 0.00 | 31 | 0.00 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 510 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 79,275 | 7.42 | 2,432 | 7.28 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 10,735 | -8.51 | 329 | -7.84 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 62,268 | 51.18 | 1,910 | 50.99 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 24,242 | 2.55 | 760 | 5.86 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 12,460 | 1,245,900.00 | 382 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 160,068 | -7.90 | 4,911 | -8.05 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 11,200 | -43.43 | 344 | -43.59 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 33,755 | 0.00 | 1,036 | -0.19 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 5,555 | 0.00 | 170 | 0.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 85,085 | -2.62 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 8,057,163 | -0.97 | 247,194 | -1.13 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 884,451 | 11.40 | 27,126 | 11.19 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 1,115,156 | -1.96 | 34,213 | -2.12 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 9 | -92.91 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 56,646 | 162.86 | 1,738 | 162.39 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12,073 | 370 | ||||||
| 2025-04-02 | 13F/A | Industrial Alliance Investment Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 127,219 | -9.92 | 3,903 | -10.05 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 2,256 | 0.00 | 70 | 1.45 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 35,236 | -10.90 | 1,081 | -11.03 | ||||
| 2025-07-18 | 13F | United Bank | 12,313 | 0.00 | 378 | -0.26 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,623,059 | 26.86 | 80,475 | 26.66 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 12,012 | -6.93 | 369 | -7.07 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 578,544 | -16.50 | 17,750 | -16.64 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 1,237 | -67.89 | 38 | -68.64 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 159,712 | 0.92 | 4,900 | 2.08 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 33,489 | 4.93 | 1,027 | 4.80 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 48 | 0.00 | 1 | 0.00 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 86 | 0.00 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Wulff, Hansen & Co. | 12,205 | -8.06 | 374 | -8.11 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 745 | -71.46 | 23 | -72.50 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 3,643 | 175.57 | 112 | 170.73 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 39,965 | 18.66 | 1,226 | 18.45 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 13,077 | -60.97 | 401 | -61.03 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 23,649 | -62.20 | 726 | -62.28 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4,328 | 133 | ||||||
| 2025-08-06 | 13F | Eukles Asset Management | 468 | 0.00 | 14 | 0.00 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 8,250 | -4.30 | 0 | |||||
| 2025-07-31 | 13F | Prudent Man Advisors, LLC | 14,320 | 9.98 | 439 | 9.75 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 1,000 | 0.00 | 31 | 0.00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 104,371 | -1.40 | 3,202 | -1.54 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 27,233 | 6.10 | 836 | 5.96 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 83,655 | 6.25 | 2,567 | 6.08 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 9,052 | 36.24 | 278 | 35.78 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 6,763 | -6.94 | 207 | -7.17 | ||||
| 2025-07-11 | 13F | Osher Van de Voorde Investment Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 16,683 | 407.70 | 512 | 411.00 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 59,065 | 0.55 | 1,812 | 0.39 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 16,203 | -35.87 | 497 | -35.95 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 91,167 | 0.70 | 2,797 | 0.54 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 114,624 | 7.98 | 3,517 | 7.82 | ||||
| 2025-08-14 | 13F | New England Asset Management Inc | 6,000 | 0.00 | 184 | 0.00 | ||||
| 2025-08-13 | 13F | PineBridge Investments, L.P. | 195,455 | 0.00 | 5,997 | -0.17 | ||||
| 2025-04-14 | 13F | Moulton Wealth Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 183 | 5.17 | 6 | 0.00 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 7,539 | -19.27 | 231 | -19.23 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 45,378 | -33.97 | 1,392 | -34.06 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 394 | -83.77 | 12 | -83.78 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 81,523 | -9.50 | 2,501 | -9.65 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 80,721 | 58.94 | 2,477 | 58.72 | ||||
| 2025-05-14 | 13F | Samalin Investment Counsel, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 247 | 8 | ||||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 175,054 | -2.27 | 5,371 | -2.43 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 11,139 | 0.00 | 342 | -0.29 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 1,369,883 | -11.88 | 42,028 | -12.02 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 4,098 | 14.06 | 126 | 13.64 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 12,492 | -1.23 | 383 | -1.29 | ||||
| 2025-08-14 | 13F | Family Management Corp | 683 | 21 | ||||||
| 2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 628,628 | 21.12 | 19,997 | 17.32 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 60,820 | 14.81 | 1,866 | 12.01 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 24,350 | -4.54 | 747 | -4.60 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 666,320 | -0.81 | 20,443 | -0.97 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 8,699 | -0.02 | 267 | -0.37 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 89,924 | -13.93 | 2,759 | -14.08 | ||||
| 2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | TPG Advisors LLC | 10,929 | 29.09 | 335 | 28.85 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 125 | 0.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 43,650 | 12.94 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 168,013 | 4.64 | 5,155 | 4.46 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 4,640 | 164.39 | 142 | 167.92 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 16,314 | 5.48 | 500 | 5.49 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 120,163 | -3.30 | 3,687 | -3.46 | ||||
| 2025-07-11 | 13F | Bell Bank | 9,747 | 0.00 | 299 | 0.00 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 740 | 0.00 | 23 | 0.00 | ||||
| 2025-07-14 | 13F | Edge Wealth Management LLC | 1,187,310 | -8.91 | 36,444 | -9.01 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 60,856 | 0.35 | 1,893 | 3.61 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 6,757 | 207 | ||||||
| 2025-08-07 | 13F | Merrion Investment Management Co, LLC | 10,000 | 0.00 | 307 | -0.33 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 10,969 | 1.93 | 336 | 4.67 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 13,105 | 50.89 | 402 | 51.13 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 11,786 | 8.08 | 365 | 8.96 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 14,114 | -0.91 | 433 | -0.92 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 15,540 | -1.28 | 477 | -1.45 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 412,366 | -12.97 | 12,651 | -13.11 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 157,215 | -53.16 | 4,823 | -53.24 | ||||
| 2025-07-29 | NP | JIGDX - Global Bond Fund Class 1 | 63,900 | 1,932 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 10,654 | 0.00 | 327 | -0.31 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 31 | 3.33 | 1 | |||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 48,685 | 0.00 | 1,496 | 0.00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 66,495 | -60.39 | 2,040 | -60.45 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 6,685 | -7.36 | 205 | -7.24 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 875 | 0.00 | 27 | 0.00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1,055 | 0.00 | 32 | 0.00 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 8,738 | 12.00 | 268 | 12.13 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 7,239 | 2.94 | 222 | 2.78 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 343,813 | 11.25 | 10,548 | 11.08 | ||||
| 2025-07-07 | 13F | Somerset Trust Co | 48,166 | -4.98 | 1,478 | -5.14 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 7,559 | -15.47 | 232 | -15.69 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 8,765 | 18.35 | 269 | 18.06 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 76,421 | -3.63 | 2,345 | -3.78 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 10,221 | -81.99 | 314 | -82.04 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 69,413 | 18.01 | 2,130 | 17.82 | ||||
| 2025-08-08 | 13F | Horrell Capital Management, Inc. | 500 | 0.00 | 15 | 0.00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 506 | 16 | ||||||
| 2025-08-13 | 13F | Haverford Trust Co | 29,158 | -6.24 | 895 | -6.39 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 10,728 | -5.20 | 329 | -5.19 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 3,539 | 0.00 | 111 | 1.85 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 792,197 | -3.93 | 24,305 | -4.09 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 760 | 0.00 | 23 | 0.00 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 7,980 | -5.10 | 245 | -5.43 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 23,152 | 0.71 | 1 | |||||
| 2025-04-24 | 13F | CNB Bank | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 131,908 | 14.84 | 4,047 | 14.65 | ||||
| 2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 24,494 | 0.00 | 751 | -0.13 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 17,671 | 2.95 | 542 | 2.85 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 12,107 | -11.08 | 371 | -11.24 | ||||
| 2025-05-12 | 13F | RIA Advisory Group LLC | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 14,982 | 1.51 | 468 | 9.11 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 363 | 11 | ||||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 7,522 | 0.00 | 231 | -0.43 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 100,924 | -16.88 | 3,096 | -17.02 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Pinnacle Financial Group, LLC / IL | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 806 | 0.00 | 25 | 0.00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 127,456 | 202.24 | 3,910 | 195.09 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Prudential Plc | 13,300 | 0.00 | 408 | 0.00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 736 | -12.90 | 23 | -12.00 | ||||
| 2025-04-22 | 13F | Ellis Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 7,551 | 0 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 197,055 | 2.74 | 6,046 | 2.58 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 100 | 0.00 | 3 | 0.00 | ||||
| 2025-08-19 | 13F | Marex Group plc | 83,000 | 2,546 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 305,816 | -9.94 | 9,382 | -10.08 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 14,064 | 0.00 | 432 | -0.23 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 200 | 0.00 | 6 | 0.00 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 90 | 0.00 | 3 | 0.00 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Lane & Associates LLC | 7,326 | -55.08 | 225 | -56.56 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 450 | 14 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 7,246 | -46.21 | 222 | -46.25 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 18,490 | -1.00 | 567 | -1.05 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 18,908 | 0.00 | 580 | -0.17 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 6,548 | 0.00 | 201 | -0.50 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 2,706 | 9.25 | 83 | 1.22 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1,902 | 0.00 | 58 | 0.00 | ||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 72,435 | 0.77 | 2,222 | 0.59 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 97,971 | -13.13 | 3,006 | -13.28 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 11,776 | -16.59 | 361 | -16.63 | ||||
| 2025-08-08 | 13F | Beck Bode, LLC | 18,054 | -30.66 | 554 | -30.87 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 9,184 | -5.37 | 282 | -5.70 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1,510 | -25.62 | 46 | -28.12 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Studio Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-05-28 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A | 8,000 | -48.39 | 246 | -49.69 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 7,316 | -27.46 | 224 | -27.51 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 365 | 1.96 | 11 | 0.00 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 212,323 | -49.16 | 6,514 | -49.24 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 466 | 0.65 | 14 | 0.00 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 31,869 | -8.22 | 978 | -8.43 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 11,575 | -20.12 | 355 | -20.22 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 17,229 | 96.25 | 529 | 96.28 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 132,444 | 7.00 | 4,063 | 6.84 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 37,327 | -10.68 | 1,145 | -10.83 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 31,725 | 1.64 | 973 | 1.46 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 43,028 | 14.52 | 1,320 | 14.38 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 23,626 | 2.57 | 725 | 2.40 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 25,684 | -39.53 | 788 | -39.69 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 49,609 | 13.62 | 1,522 | 13.50 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 81,278 | -11.17 | 2,494 | -11.31 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 5,852 | -7.14 | 180 | -7.25 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 137,579 | 36.64 | 4,217 | 35.77 | ||||
| 2025-07-24 | 13F | Conning Inc. | 390,500 | 0.00 | 11,981 | -0.17 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 155,243 | 198.57 | 5 | 300.00 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 1,083,281 | -1.57 | 33,235 | -1.73 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 12,680 | 1.33 | 389 | 1.30 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 29,450 | 0.00 | 905 | -2.27 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 7,273 | -28.28 | 228 | -26.69 | ||||
| 2025-07-28 | 13F | Td Asset Management Inc | 61,595 | -12.85 | 1,890 | -12.99 | ||||
| 2025-05-08 | 13F | Gs Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 15,555 | 4.80 | 477 | 4.61 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17,386 | -9.58 | 533 | -9.66 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 9,000 | -2.17 | 276 | 3.37 | ||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 34,230 | -27.82 | 1,050 | -27.93 | ||||
| 2025-07-17 | 13F | Delta Capital Management Llc | 16,790 | -1.76 | 1 | |||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 6,855 | 0.00 | 210 | 0.00 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 7,348 | -2.68 | 225 | -3.02 | ||||
| 2025-07-29 | 13F | Easterly Investment Partners Llc | 11,791 | 0.00 | 362 | -0.28 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 10,990 | -11.11 | 337 | -11.08 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 2,092 | 0.19 | 0 | |||||
| 2025-07-31 | 13F | City State Bank | 21,165 | -2.31 | 649 | -2.41 | ||||
| 2025-04-08 | 13F | Andrew Hill Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | PayPay Securities Corp | 56 | 1.82 | 2 | 0.00 | ||||
| 2025-07-25 | NP | PNARX - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 | 3,293 | -98.79 | 100 | -98.86 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 58,829 | -1.84 | 1,805 | -2.01 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 129,120 | -0.33 | 3,968 | -2.60 | ||||
| 2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4,305,502 | -13.04 | 132,093 | -13.19 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 8,722 | 32.69 | 268 | 32.84 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 21,467 | -45.04 | 659 | -45.17 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 78,917 | -23.84 | 2,421 | -23.96 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 435,969 | 14.30 | 13,376 | 14.11 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 50,809 | -10.65 | 1,559 | -10.82 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 105,053 | -3.89 | 3,223 | -4.02 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 68,518 | -69.12 | 2,101 | -68.29 | ||||
| 2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 29,078 | -5.49 | 892 | -5.61 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,706,571 | -4.98 | 52,433 | -5.29 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 32,416 | -2.45 | 1,010 | -1.08 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 886,104 | -4.03 | 27,186 | -4.18 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 13,242 | 1.45 | 406 | 1.25 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 8,068 | 0.00 | 248 | 0.00 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 46,871 | -2.25 | 1,438 | -2.38 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 540 | -52.63 | 17 | -54.29 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 5,824 | -56.52 | 179 | -56.69 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 11,865 | 0.03 | 364 | 0.00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 154,205 | 7.10 | 4,731 | 6.94 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 18,154 | 71.67 | 557 | 67.47 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 305,358 | 7.80 | 9,368 | 7.63 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 33,998 | -3.14 | 1,043 | -3.25 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 22,106 | 33.12 | 678 | 32.94 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 9,184 | 0.00 | 282 | -0.35 | ||||
| 2025-05-08 | 13F | Private Advisory Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 15,790 | -3.88 | 484 | -3.97 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 316,654 | 3.86 | 9,715 | 3.68 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 267,929 | -16.29 | 8 | -11.11 | ||||
| 2025-08-26 | NP | TFPN - Blueprint Chesapeake Multi-Asset Trend ETF | Short | -28,615 | -190.99 | -878 | -190.79 | |||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 13,549 | -5.40 | 416 | -5.68 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 12,595 | 0.16 | 386 | 0.00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 112 | 0.00 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 41,980 | -4.24 | 42 | -4.65 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 127,988 | -15.20 | 3,927 | -15.35 | ||||
| 2025-04-23 | 13F | WoodTrust Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 37,811 | 26.38 | 1,160 | 26.22 | ||||
| 2025-05-15 | 13F | Infrastructure Capital Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Providence First Trust Co | 47,148 | 32.58 | 1,446 | 32.42 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 7,593 | -4.07 | 233 | -4.53 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 707,180 | 1.83 | 21,732 | -0.49 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 7,444 | -8.02 | 228 | -8.06 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 25,653 | 0.68 | 787 | 0.64 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 14,333 | -18.27 | 440 | -18.40 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 169,626 | 7.95 | 5,204 | 7.79 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 175,374 | -23.44 | 5,380 | -23.57 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 206,216 | 0.76 | 6,327 | 0.59 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 38,345 | 25.74 | 1,176 | 25.51 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 23,121 | 26.52 | 709 | 26.38 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 21,842 | 11.17 | 670 | 11.11 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 38,424 | 0.00 | 1,179 | -0.17 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 755 | -8.15 | 23 | -8.00 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 216 | 0.00 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 159,873 | 7.15 | 4,905 | 6.96 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14,914 | -29.51 | 458 | -29.15 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 18,612 | -4.12 | 571 | -4.19 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 13,284 | -66.64 | 408 | -67.34 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 100,995 | -48.18 | 3,099 | -48.27 | ||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 70,879 | -34.59 | 2,175 | -34.70 | ||||
| 2025-08-14 | 13F | Creegan & Nassoura Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 15,900 | -53.78 | 488 | -53.88 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 35 | -28.57 | 1 | 0.00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 13,602 | 16.98 | 417 | 16.81 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 150 | 0.00 | 5 | 0.00 | ||||
| 2025-08-19 | 13F | Cim, Llc | 198,035 | 7.98 | 6,076 | 7.81 | ||||
| 2025-07-15 | 13F | Am Investment Strategies Llc | 13,661 | 0.88 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 139,908 | 10.77 | 4,292 | 10.59 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 21,590 | -1.48 | 662 | -1.63 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 594 | 0.00 | 0 | |||||
| 2025-07-21 | 13F | Crews Bank & Trust | 98,665 | 1.63 | 3,027 | 1.48 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 161,752 | -3.07 | 4,963 | -3.24 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 217,404 | -18.74 | 6,670 | -18.88 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 109,864 | 1.37 | 3,371 | 1.20 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 9,341 | 287 | ||||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 7,184 | 1.68 | 220 | 1.38 | ||||
| 2025-08-13 | 13F | Finer Wealth Management, Inc. | 9,430 | -22.81 | 289 | -22.93 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 14,412 | 0.00 | 442 | 0.00 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 8,400 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 306,913 | 2.61 | 9,416 | 2.45 | ||||
| 2025-04-30 | 13F | Round Rock Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 4,278 | 1.74 | 131 | 1.55 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 92,135 | -13.21 | 2,827 | -13.37 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 1,310 | 0.00 | 40 | 0.00 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 117,964 | -1.69 | 3,619 | -1.84 | ||||
| 2025-08-19 | 13F | MRP Capital Investments, LLC | 6,264 | 33.59 | 192 | 33.33 | ||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 1,009,989 | 7.76 | 31,491 | 14.72 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 21,577 | -0.73 | 1 | |||||
| 2025-08-05 | 13F | SS&H Financial Advisors, Inc. | 37,325 | 6.95 | 1,145 | 114,400.00 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 92,269 | -1.64 | 2,831 | -1.80 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 20,400 | 5.15 | 626 | 4.87 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 8,700 | -19.44 | 267 | -19.64 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 125 | -59.68 | 4 | -66.67 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 32,701 | -1.33 | 1,003 | -1.47 | ||||
| 2025-07-16 | 13F | Brave Asset Management Inc | 44,024 | 0.00 | 1,351 | -0.15 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 24 | 0.00 | 1 | |||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 12,096 | -27.07 | 371 | -27.11 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 18,697 | -26.70 | 574 | -26.82 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 495,428 | 10.53 | 15,200 | 10.35 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 84,501 | 2.34 | 3 | 0.00 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 198,273 | -1.58 | 6,083 | -1.73 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 7,795 | -16.14 | 239 | -16.14 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 110,462 | -0.18 | 3,389 | -0.35 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 30,797 | 945 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 506,800 | 1,062.39 | 15,549 | 1,061.17 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 74,605 | 0.00 | 2,289 | -0.17 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 569,984 | 0.18 | 17,487 | 0.02 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 18,878 | -35.16 | 579 | -35.23 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 71,139 | 2.98 | 2,183 | 2.83 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 50,189 | -73.86 | 1,540 | -73.92 | ||||
| 2025-08-12 | 13F | Cumberland Partners Ltd | 7,030 | 216 | ||||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 45,188 | 0.42 | 1,386 | 0.29 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 12,645 | -0.94 | 391 | 2.09 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 47,918 | -7.69 | 1,470 | -7.84 | ||||
| 2025-05-12 | 13F | Trustmark National Bank Trust Department | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 14,703 | -0.03 | 451 | 0.00 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 22,685 | -50.40 | 696 | -50.53 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 18,207 | -87.87 | 559 | -87.71 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 19,453 | -21.20 | 597 | -21.37 | ||||
| 2025-08-05 | 13F | Bard Associates Inc | 221,074 | 912.94 | 6,783 | 912.24 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 16,224 | 16.03 | 504 | 17.25 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 700 | 0.00 | 21 | 0.00 | ||||
| 2025-04-25 | 13F | Hutchens & Kramer Investment Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 16,231 | -52.73 | 498 | -52.89 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 21,375 | -5.39 | 666 | -4.03 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2,610,950 | -7.71 | 80,104 | -7.86 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 12,778 | 0.51 | 392 | 0.51 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 11,859 | -70.27 | 364 | -70.37 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 17,090 | 1.75 | 524 | 1.55 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 2,849 | 0.00 | 87 | 0.00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 10,824 | 5.40 | 332 | 5.40 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 20,437 | -21.03 | 627 | -21.13 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 16,287 | 6.69 | 500 | 6.40 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 31,342 | -9.43 | 962 | -9.60 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 12,121 | 372 | ||||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 166,635 | 0.53 | 5,112 | 0.37 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1,239 | 0.00 | 38 | 0.00 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 62,958 | -5.14 | 1,932 | -5.30 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,267,323 | -5.00 | 38,881 | -5.16 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 28,364 | -92.56 | 872 | -92.73 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 83,884 | -0.19 | 2,574 | -0.35 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 16,879 | -57.30 | 518 | -57.41 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 102,506 | 0.00 | 3,145 | -0.19 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 312,003 | 9,571 | ||||||
| 2025-07-09 | 13F | Stokes Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 10,607 | 0.35 | 325 | 1.56 | ||||
| 2025-07-29 | 13F | Stableford Capital Ii Llc | 10,408 | 0.00 | 325 | 5.54 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 300 | 0.00 | 9 | 0.00 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 33,863 | 2.34 | 1,039 | 2.17 | ||||
| 2025-08-14 | 13F | Cove Street Capital, LLC | 3,500 | 0.00 | 107 | 0.00 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 17,335 | -39.37 | 1 | |||||
| 2025-04-30 | 13F | Twelve Points Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Robbins Farley Llc | 706 | 1.73 | 22 | 0.00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 234,749 | -1.63 | 7,202 | -1.79 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 74,862 | 7.51 | 2,297 | 7.34 | ||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 24,180 | -21.79 | 742 | -22.00 | ||||
| 2025-05-09 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 145,375 | -22.49 | 4,460 | -22.61 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 118,197 | 61.00 | 3,626 | 60.80 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 46,353 | 89.63 | 1,422 | 89.35 | ||||
| 2025-07-30 | NP | ARINX - Archer Income Fund | 1,000 | 0.00 | 30 | -3.23 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 65,033 | -0.82 | 1,995 | -0.94 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Bank & Trust Co | 9,374 | 0.00 | 288 | -0.35 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 41,693 | -4.47 | 1,279 | -4.62 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 323,431 | 41.06 | 9,923 | 40.82 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 64 | 2 | ||||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 62,188 | 1.89 | 1,908 | 1.71 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 102,094 | -6.42 | 3,132 | -6.56 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 408,075 | -3.16 | 12,736 | -1.64 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 999 | -13.81 | 31 | -14.29 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 20,962 | 55.87 | 643 | 55.69 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 25,195 | -9.70 | 773 | -9.92 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 200 | 0.00 | 6 | 0.00 | ||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 106,017 | 11.86 | 3,253 | 3.27 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 64,876 | -2.77 | 1,990 | -2.93 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 438,932 | 12.36 | 13,466 | 12.17 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 22,075 | -46.80 | 677 | -46.90 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 186,296 | 3.41 | 5,716 | 3.23 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 41,516 | 0.00 | 1,276 | -2.30 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 16,087 | -29.80 | 494 | -29.97 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 30,718 | 11.22 | 942 | 11.08 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 2,012 | -39.58 | 62 | -40.20 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 16,563 | 24.59 | 509 | 21.24 | ||||
| 2025-08-11 | 13F | Mount Lucas Management LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 413,664 | -0.64 | 12,691 | -0.81 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 247,607 | 3.64 | 7,597 | 3.47 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 117,243 | -1.37 | 3,597 | -1.51 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 10,591 | 1.23 | 325 | 0.93 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 60,338 | 1,851 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 13,334 | 409 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 17,905 | 12.77 | 549 | 12.73 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 19,702 | -4.55 | 604 | -4.73 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 20,650 | -0.81 | 634 | -0.94 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 13,876 | 0.00 | 426 | -0.23 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 359,311 | 28.10 | 11,024 | 27.89 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 10,308 | -2.83 | 316 | -2.77 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 18,846 | 1.06 | 578 | 0.87 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 15,034 | -16.45 | 461 | -16.49 | ||||
| 2025-04-15 | 13F | SJS Investment Consulting Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 7,935 | 0.00 | 243 | 0.00 | ||||
| 2025-05-02 | 13F | James Investment Research Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 2,458 | -24.44 | 75 | -24.24 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 25,650 | -15.32 | 787 | -15.48 | ||||
| 2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 18,632 | -25.94 | 572 | -26.13 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 96 | -38.46 | 3 | -50.00 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 67,940 | -34.63 | 2,084 | -34.73 | ||||
| 2025-05-14 | 13F | MYDA Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 7,600 | 0.00 | 233 | 0.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 492,949 | 273.36 | 15,124 | 272.76 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 492,320 | 10.88 | 15,104 | 10.70 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 586,602 | 4.50 | 18 | 0.00 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 9,919 | -6.14 | 304 | -6.17 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 116,028 | -65.85 | 3,572 | -65.80 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 878 | 0 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 686,775 | -3.50 | 21,070 | -3.66 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 2,865,167 | -4.78 | 87,903 | -4.94 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 20,700 | -40.17 | 635 | -40.26 | |||
| 2025-08-08 | 13F | Stonebridge Advisors Llc | 40,767 | 1,251 | ||||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 2,430 | 0.00 | 75 | 0.00 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 9,110 | 0.00 | 279 | 0.00 | ||||
| 2025-08-13 | 13F | Delphi Financial Group, Inc. | 41,499 | 69.39 | 1,273 | 69.28 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 39,640 | -19.79 | 1,239 | -18.45 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 100,195 | 7.25 | 3,074 | 7.07 | ||||
| 2025-07-07 | 13F | Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 13,567 | 0.11 | 416 | 0.00 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 18,698 | 10.28 | 574 | 9.98 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 88,055 | 3.01 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 4,570 | 140 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 105,198 | 24.52 | 3,227 | 26.55 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 298,995 | -4.79 | 9,173 | -4.94 | ||||
| 2025-08-28 | NP | BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares | Short | -500,000 | -165 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 214,229 | 2.90 | 6,573 | 2.72 | ||||
| 2025-08-14 | 13F | Bank of Marin | 34,791 | -3.04 | 1,067 | -3.18 | ||||
| 2025-07-16 | 13F | Ipswich Investment Management Co., Inc. | 33,864 | -9.37 | 1,039 | -9.58 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 48,282 | 30.50 | 1,481 | 30.37 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 62,643 | -4.76 | 1,922 | -4.95 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 9,744 | -4.05 | 299 | -4.49 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 37,458 | 209.80 | 1,149 | 209.70 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 60,379 | 2.40 | 1,852 | 2.26 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 77,243 | 11.55 | 2,370 | 11.38 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 11,152 | -38.36 | 342 | -38.38 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 36,665 | 20.32 | 1,125 | 20.09 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 25,458 | 6.31 | 781 | 6.26 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 17,745 | 0.00 | 544 | -0.18 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 450,200 | -8.32 | 13,812 | -8.46 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 1,405 | 0.00 | 43 | 0.00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 101 | 3 | ||||||
| 2025-08-08 | 13F | Petix & Botte Co | 16,143 | 0.46 | 495 | 0.41 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 10,339 | 41.53 | 317 | 41.52 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 9,227 | 283 | ||||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 610 | 0.00 | 19 | 0.00 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 79,150 | -1.50 | 2,428 | -1.66 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 8,738 | 9.72 | 268 | 9.84 | ||||
| 2025-07-24 | 13F | Eastern Bank | 2,150 | 0.00 | 66 | -1.52 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 50,283 | 10.93 | 1,571 | 12.86 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 144,102 | 2.46 | 4,421 | 2.29 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 18,886 | 0.37 | 579 | 0.17 | ||||
| 2025-04-29 | NP | HTFNX - Horizon Tactical Fixed Income Fund Investor Class | 223,056 | -77.96 | 7,104 | -78.69 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 31,667 | -7.44 | 983 | -1.80 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 100,122 | 0.00 | 3,072 | -0.16 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 2,692 | 0.00 | 83 | 0.00 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 6,585 | -1.13 | 202 | -0.98 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 12,369 | -36.43 | 379 | -36.52 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 13,527 | 0.20 | 415 | 0.24 | ||||
| 2025-08-14 | 13F | Bluefin Capital Management, Llc | 200,000 | 325.17 | 6,136 | 324.64 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 6,855 | 0.00 | 210 | 0.00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 58,381 | 210.42 | 1,791 | 210.40 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 19,407 | -16.60 | 595 | -16.78 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 122,417 | -5.05 | 3,762 | -7.20 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 19,375 | 0.00 | 594 | -0.17 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 8,706 | 0.00 | 267 | 0.00 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 167 | 0.00 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 21,860 | -13.67 | 671 | -13.88 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 21,533,165 | -12.98 | 660,638 | -13.12 | ||||
| 2025-04-03 | 13F | Legacy Wealth Management, LLC / MS | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 75,098 | -0.46 | 2,304 | -0.65 | ||||
| 2025-08-14 | 13F | Penn Mutual Asset Management, LLC | 97,300 | 0.00 | 2,985 | -0.17 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 12,172 | 20.16 | 373 | 19.94 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 7,319 | 7.49 | 225 | 7.18 | ||||
| 2025-07-29 | 13F | Wendell David Associates Inc | 63,242 | 0.00 | 2 | 0.00 | ||||
| 2025-04-03 | 13F | Central Pacific Bank - Trust Division | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 42,154 | 1,293 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 52,188 | -0.27 | 1,601 | -0.44 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 71,158 | -64.93 | 2,183 | -64.99 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 819,504 | -10.33 | 25,142 | -10.48 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 21,110 | 3.82 | 648 | 3.69 | ||||
| 2025-07-23 | 13F | Richwood Investment Advisors, LLC | 20,551 | 0.00 | 631 | -0.16 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 96,260 | 18.92 | 2,953 | 18.74 |
Other Listings
| MX:PFF |
