Mga Batayang Estadistika
| Pemilik Institusional | 370 total, 370 long only, 0 short only, 0 long/short - change of 3.34% MRQ |
| Alokasi Portofolio Rata-rata | 0.3170 % - change of 1.29% MRQ |
| Saham Institusional (Jangka Panjang) | 46,838,164 (ex 13D/G) - change of 7.19MM shares 18.12% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,629,953 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF (US:RSPT) memiliki 370 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 46,838,164 saham. Pemegang saham terbesar meliputi Kingstone Capital Partners Texas, LLC, Bank Of America Corp /de/, Royal Bank Of Canada, Wells Fargo & Company/mn, LPL Financial LLC, Morgan Stanley, UBS Group AG, Jpmorgan Chase & Co, Raymond James Financial Inc, and Davis Investment Partners, LLC .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF (ARCA:RSPT) 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 42.22 / share. Previously, on September 9, 2024, the share price was 35.22 / share. This represents an increase of 19.88% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1,350 | 0.15 | 55 | 19.57 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 34,935 | 11.33 | 1,425 | 32.96 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 36,133 | -11.85 | 1,473 | 5.14 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 10,399 | 0.00 | 424 | 19.44 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 381,800 | 141.82 | 15,570 | 188.37 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 177 | 3.51 | 0 | |||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 6,870 | 0.00 | 280 | 19.66 | ||||
| 2025-08-01 | 13F | First National Trust Co | 7,640 | -3.78 | 312 | 14.76 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,994,762 | 4.87 | 81,346 | 25.05 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 23,647 | 0.29 | 964 | 19.60 | ||||
| 2025-08-14 | 13F | Comerica Bank | 42,323 | -0.01 | 1,726 | 19.21 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 70 | 0.00 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 600 | 0.00 | 21 | -9.09 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 67,205 | -4.85 | 2,741 | 13.46 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 180 | 0.00 | 7 | 16.67 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 6,710 | 274 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 97,343 | 10.38 | 3,970 | 31.60 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 262,966 | -8.05 | 10,724 | 9.64 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 34,881 | 0.00 | 1,422 | 19.30 | ||||
| 2025-05-02 | 13F | Sigma Planning Corp | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 5,270 | 0.00 | 215 | 18.89 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 61,675 | 0.03 | 2,515 | 19.31 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 5,239 | 214 | ||||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8,844 | -90.90 | 361 | -89.16 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2,704 | 0.04 | 110 | 19.57 | ||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 31,040 | 0.00 | 1,270 | 28.15 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 39,802 | -1.23 | 1,623 | 17.78 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 286 | 12 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 27,883 | 0.00 | 1,137 | 19.31 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 401 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Vista Investment Management | 103,728 | 1.62 | 4,230 | 21.17 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 16,480 | 1.05 | 672 | 20.65 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 20,579 | -0.91 | 839 | 18.17 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9,857 | -1.36 | 402 | 17.60 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 5,043 | 206 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1,792 | 0.00 | 73 | 19.67 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 1,329,823 | 55,241 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,177,564 | -0.64 | 170,361 | 18.48 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 11,600 | 0.00 | 473 | 19.44 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 76,814 | -2.30 | 3,132 | 16.52 | ||||
| 2025-08-08 | 13F | Creative Planning | 77,347 | -7.12 | 3,154 | 10.74 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 14,550 | -3.02 | 593 | 15.59 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 36,776 | -28.41 | 1,500 | -14.64 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,149 | 210 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8,714 | -76.12 | 355 | -71.53 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 127,827 | 1.69 | 5,213 | 21.24 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 80,030 | 3,264 | ||||||
| 2025-07-11 | 13F | Halter Ferguson Financial Inc. | 51,483 | -31.74 | 2,099 | -18.61 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 1,540 | 63 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 5,040 | 206 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 18,410 | -9.93 | 751 | 7.30 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 7,167 | 1.59 | 292 | 21.16 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 989 | 17.74 | 0 | |||||
| 2025-05-08 | 13F | Davis R M Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 29,572 | 0.00 | 1,206 | 19.19 | ||||
| 2025-08-14 | 13F | OV Management LLC | 24,504 | 999 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 335,983 | -13.73 | 13,701 | 2.86 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 6,650 | -16.88 | 271 | -0.73 | ||||
| 2025-08-07 | 13F | PFG Advisors | 12,071 | -46.57 | 492 | -36.27 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 221,485 | -1.16 | 9,032 | 17.87 | ||||
| 2025-08-06 | 13F | Climber Capital SA | 149,694 | 0.65 | 5,763 | 43.08 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 16,632 | -34.61 | 678 | -21.98 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 18,197 | -11.22 | 742 | 6.00 | ||||
| 2025-04-17 | 13F | Raub Brock Capital Management LP | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8,834 | 360 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6,670 | 2.55 | 272 | 22.52 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 46,879 | 0.00 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 61,680 | -7.09 | 2,515 | 10.70 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 450 | 484.42 | 18 | 800.00 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 5,749 | 234 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Neville Rodie & Shaw Inc | 173,600 | 0.02 | 7 | 40.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 8,751 | -1.25 | 357 | 17.49 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 87,877 | -0.89 | 3,584 | 18.17 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 16,400 | -1.20 | 669 | 17.81 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 173 | 0.00 | 7 | 40.00 | ||||
| 2025-05-15 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 266,498 | 3,978.01 | 7 | -97.31 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 14,000 | 0.00 | 571 | 19.25 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 600 | 0.00 | 24 | 20.00 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 340 | 0.00 | 14 | 18.18 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 5,750 | 0.00 | 234 | 19.39 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 16,060 | -4.87 | 655 | 13.34 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 38,657 | -0.76 | 1,576 | 18.32 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 17,280 | 0.00 | 705 | 19.32 | ||||
| 2025-08-14 | 13F | Seven Mile Advisory | 6,750 | 0.00 | 275 | 19.57 | ||||
| 2025-07-16 | 13F | Valicenti Advisory Services Inc | 56,928 | -0.41 | 2 | 100.00 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 6,604 | -5.24 | 269 | 13.03 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 158,460 | -33.06 | 6,462 | -20.20 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 60 | 0.00 | 2 | 0.00 | ||||
| 2025-05-07 | 13F | Phoenix Holdings Ltd. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6,972 | 0.00 | 238 | -8.46 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,613,621 | -1.82 | 106,583 | 17.07 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 198,059 | -13.22 | 8,077 | 3.47 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 8,530 | 141.64 | 348 | 189.17 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 11,008 | -39.54 | 449 | -27.97 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 16,354 | 0.01 | 667 | 19.14 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4,917 | 201 | ||||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 13,590 | 0.00 | 554 | 19.40 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 530 | 0.00 | 22 | 16.67 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 9,277 | -3.69 | 378 | 14.89 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5,876 | 240 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 18,837 | 768 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 560 | 288.89 | 19 | 280.00 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 125,205 | -11.83 | 5,106 | 5.13 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 777 | 32 | ||||||
| 2025-07-17 | 13F | Greenleaf Trust | 11,840 | 0.00 | 483 | 19.31 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 8,753 | -9.41 | 357 | 7.88 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 2,000 | 0.00 | 82 | 19.12 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 170 | 0.00 | 7 | 20.00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 118,458 | 4.11 | 5 | 33.33 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,581,098 | -33.26 | 64,477 | -20.42 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 5,129 | 209 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 5,000 | 204 | ||||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1,759 | 0.00 | 72 | 18.33 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 15,260 | 0.00 | 622 | 19.39 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 126,979 | -23.43 | 5,178 | -8.69 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 114,874 | 1.96 | 5 | 33.33 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 350 | 0.00 | 15 | 27.27 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 511,048 | -0.72 | 20,841 | 18.39 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 25,389 | -2.97 | 1,035 | 15.77 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 12,531 | -11.93 | 511 | 5.14 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 7,847 | 0.00 | 320 | 19.40 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5,000 | 204 | ||||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 4,000 | 0.00 | 163 | 19.85 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 360 | -46.19 | 15 | -36.36 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 10,110 | 0.00 | 412 | 19.42 | ||||
| 2025-04-14 | 13F | Moulton Wealth Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7,634 | 0.03 | 318 | 17.41 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 14,060 | 0.00 | 573 | 19.38 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 9,843 | -59.37 | 401 | -55.74 | ||||
| 2025-07-15 | 13F | Yarbrough Capital, LLC | 91,640 | 23.54 | 3,737 | 47.36 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 10,005 | 0.00 | 408 | 19.30 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 677 | 0.00 | 28 | 17.39 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 10,741 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 135,721 | -8.24 | 5,535 | 9.41 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 9,697 | 0.00 | 395 | 19.34 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 385,253 | 21.88 | 15,711 | 45.33 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 158,772 | -2.04 | 6,475 | 16.82 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | 0 | ||||||
| 2025-04-17 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 8,243 | 227.10 | 336 | 290.70 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 8,480 | 0.00 | 346 | 18.97 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 5,256 | 214 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 246,078 | -0.33 | 10,035 | 18.86 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 3,710 | 0.00 | 151 | 19.84 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10 | -98.38 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 264,096 | 6.29 | 10,770 | 26.74 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 212 | 0.47 | 9 | 14.29 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 50,565 | -10.29 | 2,062 | 7.01 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 11,600 | 0.00 | 473 | 19.44 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 29,658 | 1.98 | 1,232 | 29.99 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 6,048 | -1.18 | 247 | 17.70 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 543,274 | 16.19 | 22,155 | 38.54 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 32,542 | -1.86 | 1,327 | 17.02 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 64,310 | -7.46 | 2,623 | 10.35 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 801 | 0.00 | 225 | 0.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11,500 | 360.00 | 469 | 450.59 | |||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 13,366 | 0.03 | 545 | 19.52 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 24,880 | -11.18 | 1,015 | 5.96 | ||||
| 2025-05-08 | 13F | We Are One Seven, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 446,093 | 1.33 | 18,192 | 20.83 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 482 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 22,958 | 39.92 | 936 | 66.84 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 832,824 | -1.43 | 33,968 | 17.57 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 48,793 | -1.96 | 1,990 | 16.86 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 13,270 | 0.00 | 541 | 19.43 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5,923 | -2.44 | 242 | 16.43 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 5 | -50.00 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 500 | 21 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 7,772 | 0.00 | 317 | 19.25 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 169,820 | -20.13 | 6,925 | -4.76 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 10,400 | 424 | ||||||
| 2025-08-13 | 13F | First National Advisers, LLC | 4,970 | 203 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 12,480 | 0.02 | 1 | |||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 9,122 | -10.68 | 0 | |||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 14,817 | -0.03 | 604 | 19.37 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3,704 | 8.53 | 151 | 30.17 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 97 | 0.00 | 4 | 0.00 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 5,945 | -30.54 | 242 | -17.12 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 44,514 | -0.12 | 1,797 | 17.77 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 37,534 | -4.70 | 1,531 | 13.67 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 7,850 | -14.21 | 320 | 2.56 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 610 | 0.00 | 25 | 20.00 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 8,320 | 24.51 | 339 | 48.68 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 17,065 | -25.59 | 696 | -11.35 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 71,549 | 0.00 | 2,918 | 19.26 | ||||
| 2025-05-01 | 13F | Fidelis Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Bfsg, Llc | 58,878 | 22.43 | 2,401 | 46.05 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 17,233 | 0.12 | 703 | 19.39 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 10,922 | 0.00 | 445 | 19.30 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5,166 | 0.00 | 211 | 19.32 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 1,000 | 0.00 | 41 | 17.65 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 9,142 | -19.29 | 373 | -3.88 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 8,737 | 0.74 | 356 | 20.27 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 13,349 | -2.77 | 544 | 15.99 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 4,418 | 0.00 | 180 | 19.21 | ||||
| 2025-07-23 | 13F | Optas, LLC | 19,527 | -6.92 | 796 | 11.02 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 5,360 | 0.00 | 219 | 19.13 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 110 | 0.00 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 16,846 | -0.32 | 687 | 18.89 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 51,068 | 16.74 | 2,083 | 39.08 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 41,610 | -14.49 | 1,697 | 1.92 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 51 | 2 | ||||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2,000 | 82 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1,839,382 | -10.04 | 75,010 | 7.26 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 23,120 | -3.97 | 943 | 14.46 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 21,048 | 2.86 | 858 | 22.75 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 30,253 | 11.47 | 1,234 | 32.87 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 2,900 | -10.77 | 99 | -18.18 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,451,125 | 160.26 | 59,177 | 210.34 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7,286 | 0.07 | 297 | 9.19 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8,221 | 9.82 | 335 | 30.86 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6,186 | 252 | ||||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 84,483 | -8.91 | 3,445 | 8.64 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 5,368 | 219 | ||||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 204,544 | -1.01 | 8,341 | 18.04 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 9,508 | 0.00 | 388 | 17.99 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 796,681 | 0.83 | 32,489 | 20.23 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 155,698 | 119.48 | 6,349 | 161.71 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 5,930 | -10.97 | 242 | 6.17 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 80,813 | 2.02 | 3,296 | 21.63 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 26,382 | -0.48 | 1,076 | 18.65 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 31,318 | 0.00 | 1,277 | 19.23 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 178,234 | 14.88 | 7,268 | 37.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 14,250 | 0.00 | 581 | 19.30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Kimelman & Baird, LLC | 910 | 0.00 | 37 | 19.35 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 4,937 | 201 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 218,670 | 2.93 | 8,917 | 22.13 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 123,500 | 2.09 | 5,036 | 21.73 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 8,669 | -9.31 | 354 | 8.28 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 9,626 | -7.38 | 393 | 10.42 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 75,040 | 0.00 | 3,060 | 19.25 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 42,567 | -60.67 | 1,736 | -53.12 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 287,316 | 1.77 | 11,717 | 21.35 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 61,727 | 1.11 | 2,517 | 20.60 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 151,804 | 6.42 | 6,191 | 26.90 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 153,528 | 6.53 | 6,261 | 27.03 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 111,756 | 22.91 | 4,557 | 33.95 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 12,386 | 0.00 | 505 | 19.39 | ||||
| 2025-05-15 | 13F | Centaurus Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 11,550 | 0.00 | 471 | 19.24 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 6,169 | 257 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 138,304 | -1.06 | 5,640 | 17.99 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 20,794 | 18.51 | 848 | 63.83 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 134 | 5 | ||||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 20,050 | 176.55 | 686 | 152.77 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 7,000 | -4.11 | 285 | 19.25 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 170 | 0.00 | 7 | 20.00 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 28,744 | 2.87 | 1,172 | 22.72 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6,972 | 0.00 | 284 | 19.33 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 2,652 | 0.00 | 108 | 20.00 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 537,561 | 1.61 | 21,922 | 21.16 | ||||
| 2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 1,431 | 0.00 | 58 | 20.83 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 59,040 | 0.00 | 2,408 | 19.22 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 5,925 | 242 | ||||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 10,050 | 0.00 | 410 | 18.90 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 275,398 | 11,231 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 306 | 0 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 8,527 | 0.00 | 348 | 19.24 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 12,603 | 0.00 | 514 | 19.03 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 49,760 | -1.37 | 2,029 | 17.62 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 55,719 | -3.97 | 2,272 | 14.52 | ||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 43,051 | 0.00 | 1,756 | 19.23 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 24,648 | -6.17 | 1,005 | 11.92 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 34,749 | 29.83 | 1,417 | 74.72 | ||||
| 2025-04-15 | 13F | Collier Financial | 4,105 | 0.00 | 140 | -8.50 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 48,686 | -1.45 | 1,965 | 16.14 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 5,130 | 0.00 | 209 | 19.43 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 6,937 | 0.12 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 6,695 | 273 | ||||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 6,331 | 0.00 | 258 | 19.44 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 16,249 | 59.62 | 663 | 90.23 | ||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 6,300 | 0.00 | 257 | 19.07 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 31,201 | 19.05 | 1,272 | 41.96 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 123,815 | -0.20 | 5,049 | 19.00 | ||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 16,960 | 0.00 | 692 | 19.14 | ||||
| 2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 777 | -92.60 | 32 | -91.60 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 798 | 33 | ||||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 5,850 | 200 | ||||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 125,114 | -20.30 | 5,102 | -4.96 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 5,350 | 218 | ||||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 10,000 | 0.00 | 408 | 19.01 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 50 | 0.00 | 2 | 100.00 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 53,954 | 0.78 | 2,200 | 20.22 | ||||
| 2025-04-09 | 13F | PMG Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 434 | -22.78 | 18 | -19.05 | ||||
| 2025-04-14 | 13F | Toth Financial Advisory Corp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 28,825 | 1.32 | 1 | |||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 91,300 | 0.00 | 4 | 0.00 | ||||
| 2025-05-08 | 13F | Commerce Bank | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 3,030 | 0.00 | 124 | 19.42 | ||||
| 2025-04-23 | 13F | IMG Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 7,500 | 0.00 | 306 | 19.14 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 8,088 | -30.12 | 330 | -16.71 | ||||
| 2025-05-14 | 13F | Capital Wealth Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 82,667 | -0.92 | 3,443 | 20.68 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4,805 | 532.24 | 196 | 650.00 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 22,500 | -23.73 | 918 | -9.03 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 7,778 | -13.61 | 317 | 3.26 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 6 | -99.98 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 41,394 | 25.26 | 1,688 | 49.38 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 21,580 | 0.00 | 880 | 19.24 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 411,368 | -12.60 | 16,776 | 4.21 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Williamson Legacy Group, LLC | 5,683 | -4.34 | 232 | 13.79 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6,712 | -0.86 | 274 | 18.18 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 68,568 | -24.65 | 2,796 | -10.15 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 142,206 | -5.47 | 5,812 | 18.76 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 3,834 | -98.12 | 156 | -97.77 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 41,903 | 3.43 | 1,709 | 23.32 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,563,512 | 219.86 | 145,319 | 281.40 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 16,441 | -12.62 | 670 | 4.20 | ||||
| 2025-07-16 | 13F | Kennicott Capital Management Llc | 71,944 | 0.15 | 2,934 | 19.42 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 242,470 | -0.67 | 9,888 | 18.44 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 36,897 | 0.06 | 1,505 | 19.27 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 31,714 | -0.11 | 1,293 | 19.17 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 5,570 | 227 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 14,500 | 0.00 | 591 | 19.39 | ||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 361,339 | 18.58 | 15 | 40.00 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 33,657 | 0.00 | 1,373 | 19.20 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 19,350 | 0.00 | 789 | 19.36 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Main Street Group, LTD | 5,453 | 0.00 | 222 | 19.35 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 54,275 | -54.88 | 2,213 | -46.19 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 44,334 | -3.92 | 1,808 | 14.51 | ||||
| 2025-05-12 | 13F | Meitav Dash Investments Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 9,524 | 388 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 479 | 0.00 | 20 | 18.75 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 21,868 | 12.90 | 907 | 37.01 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 14,809 | 1.76 | 604 | 21.33 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 220 | 8 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 70 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 74,273 | -13.59 | 3,029 | 3.03 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 32,622 | 0.00 | 1,330 | 19.28 | ||||
| 2025-04-22 | 13F | PFG Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1,280 | 0.00 | 52 | 20.93 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 4,974 | 0.14 | 203 | 19.53 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 10,200 | 0.00 | 416 | 19.25 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 700 | 29 | ||||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 1,118,333 | -0.23 | 45,606 | 18.97 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1,000 | -33.33 | 41 | -21.57 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 15,503 | 0.12 | 632 | 19.47 | ||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 1,383,960 | -3.98 | 56,451 | 20.96 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 6,516 | 0.00 | 266 | 19.37 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 75 | 3 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 5,385,050 | 257 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 9,655 | -32.16 | 394 | -19.14 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 2,250 | 0.00 | 92 | 19.74 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 11,727 | 0.12 | 478 | 19.50 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 158,772 | 6,475 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 205,575 | -17.46 | 8,383 | -0.77 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 8,472 | -24.49 | 345 | -9.92 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2,374 | -10.92 | 97 | 5.49 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5,941 | 242 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 273 | 28.77 | 11 | 57.14 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 1,000 | 0.00 | 41 | 17.65 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 19,176 | 0.01 | 782 | 19.39 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2,528 | 103 | ||||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 7,500 | 0.00 | 306 | 19.14 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 32,957 | -32.39 | 1,344 | -19.44 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 15,809 | -7.44 | 645 | 10.27 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 5,460 | -19.27 | 223 | -3.90 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,426,364 | 2.01 | 58,167 | 21.63 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 809,735 | 5.40 | 33,028 | 25.68 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 126,879 | 22.73 | 5,267 | 48.97 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 111,392 | -1.76 | 4,543 | 17.15 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 10,421 | -0.70 | 425 | 18.44 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 7,083 | -15.95 | 289 | 0.00 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 42,411 | -92.04 | 1,730 | -90.52 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 7,690 | 0.00 | 314 | 19.39 | ||||
| 2025-08-14 | 13F | Fmr Llc | 48,610 | 5.35 | 1,982 | 25.60 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 13,289 | -8.60 | 542 | 8.85 | ||||
| 2025-08-04 | 13F | Balentine LLC | 1,870 | 0.00 | 76 | 20.63 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 1,690 | 0.00 | 69 | 19.30 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 420 | 17 | ||||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 83,453 | 0.36 | 3,403 | 19.70 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 15,038 | 0.13 | 613 | 19.49 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 486,524 | 3.84 | 19,840 | 23.82 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 520 | 0.00 | 21 | 23.53 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 11,368 | -7.64 | 464 | 10.24 | ||||
| 2025-08-13 | 13F | Laidlaw Wealth Management LLC | 6,790 | 0.00 | 277 | 18.97 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 900 | 0.00 | 37 | 20.00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 197,215 | -0.20 | 8,042 | 19.00 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 20,033 | 0.01 | 817 | 19.12 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 37,181 | -0.45 | 2 | 0.00 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 7,606 | 0.07 | 310 | 19.69 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 883 | 0.00 | 36 | 20.00 | ||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 16,000 | 0.00 | 652 | 19.20 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 6,875 | -3.83 | 280 | 14.75 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3,900 | 159 | ||||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 169,343 | -53.52 | 7 | -50.00 |
