Mga Batayang Estadistika
| Pemilik Institusional | 789 total, 786 long only, 0 short only, 3 long/short - change of 0.13% MRQ |
| Alokasi Portofolio Rata-rata | 0.5732 % - change of 18.50% MRQ |
| Saham Institusional (Jangka Panjang) | 63,255,791 (ex 13D/G) - change of -2.60MM shares -3.95% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 4,357,358 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF (US:SPLV) memiliki 789 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 63,255,791 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Fmr Llc, Ameriprise Financial Inc, Wells Fargo & Company/mn, Royal Bank Of Canada, Invesco Ltd., Commonwealth Equity Services, Llc, and Raymond James Financial Inc .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF (ARCA:SPLV) 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 73.37 / share. Previously, on September 9, 2024, the share price was 70.94 / share. This represents an increase of 3.43% 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 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2024-11-06 | Invesco Ltd. | 8,958,990 | 1,453,289 | -83.78 | 1.40 | -80.00 |
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.
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Prospera Financial Services Inc | 258,645 | 13.55 | 18,836 | 10.66 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 12,650 | 225.36 | 921 | 217.59 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 12,610 | 918 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | 0 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spinnaker Trust | 3,076 | 0.00 | 224 | -2.62 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 8,445 | 0.00 | 615 | -2.54 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 320,603 | -1.12 | 23 | -4.17 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 13,455 | 0.00 | 980 | -2.59 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 41,669 | -2.12 | 3,034 | -4.59 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 46,850 | 3,412 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 4,305 | 0.00 | 314 | -2.49 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 27,991 | 2.14 | 2,038 | -0.44 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 21,565 | -9.16 | 1,570 | -11.45 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1,700 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 11,911 | 437.02 | 867 | 425.45 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 4,672 | 0.00 | 340 | -2.58 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 33,295 | 12.98 | 2,425 | 10.13 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 60 | 0.00 | 4 | 0.00 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 11,200 | 0.00 | 816 | -2.51 | ||||
| 2025-04-14 | 13F | Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 159,090 | -0.86 | 11,585 | -3.38 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 9,730 | -15.92 | 709 | -18.06 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 37,000 | 11.51 | 2,694 | 16.02 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1,778 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5,262 | 10.27 | 383 | 7.58 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 405 | 0.00 | 29 | -3.33 | ||||
| 2025-08-18 | 13F | Brick & Kyle, Associates | 10,065 | 0.35 | 1 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 15,756 | 0.46 | 1,147 | -2.05 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 14,989 | 0.46 | 1,092 | -2.06 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 121 | 0.00 | 9 | -11.11 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 8,009 | 583 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 23,942 | 23.05 | 1,757 | 20.84 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 14,837 | 0.01 | 1,080 | -2.53 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 18,421 | 359.49 | 1,341 | 348.49 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,913 | 1.04 | 0 | |||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 28,902 | 33.80 | 2,105 | 30.36 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 3,504 | 6.93 | 255 | 4.51 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 977 | 0.10 | 71 | -1.39 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 60,480 | 0.60 | 4,404 | -1.96 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 18 | 0.00 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 42,367 | 3,085 | ||||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 3,173 | -2.10 | 231 | -4.55 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 33,025 | 8.85 | 2,468 | 16.20 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 15,034 | 1,095 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 24,187 | 0.00 | 1,761 | -2.55 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 20,006 | -0.29 | 1,457 | -2.87 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 15,747 | 12.49 | 1,147 | 9.56 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 32,922 | -5.06 | 2,397 | -7.49 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 3,612 | 0.00 | 263 | -2.23 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 285 | 790.62 | 21 | 950.00 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 9,226 | -1.94 | 672 | -4.55 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 8,567 | 171.45 | 619 | 166.38 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6,161 | 0.05 | 0 | |||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 37,719 | 2,747 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 294,330 | 151.18 | 21,433 | 144.81 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5,946 | -2.28 | 433 | -4.63 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Founders Capital Management | 1,465 | -7.86 | 107 | -10.17 | ||||
| 2025-08-13 | 13F | Diametric Capital, LP | 49,685 | 3,618 | ||||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 3,125 | -3.40 | 228 | -5.81 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 2,116 | 0.47 | 154 | -1.91 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 18,885 | 21.27 | 1,375 | 18.23 | ||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 10,587 | 0.27 | 771 | -2.28 | ||||
| 2025-05-14 | 13F | Quantitative Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 6,487 | 472 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 5,133 | -3.75 | 374 | -6.28 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 40,878 | -15.81 | 2,977 | -14.53 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 59,330 | 83.92 | 4,320 | 79.25 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2,710 | -2.45 | 197 | -4.83 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,140,794 | -5.19 | 83,073 | -7.60 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 7,630 | 0.00 | 556 | -2.63 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 3,906 | -0.31 | 284 | -2.74 | ||||
| 2025-08-07 | 13F | PFG Advisors | 157,849 | 7.87 | 11,495 | 5.12 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 3,482 | 0.00 | 254 | -2.69 | ||||
| 2025-08-04 | 13F | AdvisorShares Investments LLC | 748,955 | 54,539 | ||||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 66,540 | 4,845 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 89,099 | 6 | ||||||
| 2025-07-17 | 13F | Avondale Wealth Management | 724 | 0.00 | 53 | -3.70 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3,446 | -97.76 | 251 | -97.82 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 959 | 0.00 | 72 | 5.97 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 8,588 | -18.91 | 625 | -20.99 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 70,020 | -2.69 | 5,099 | -5.17 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 3,026 | -6.58 | 220 | -9.09 | ||||
| 2025-05-15 | 13F | Toronto Dominion Bank | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 3,384 | 3.77 | 246 | 1.23 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 70,876 | 9.67 | 5,161 | 6.90 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 6,373 | -6.29 | 464 | -8.66 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 670 | 0.00 | 49 | -4.00 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 4,700 | 342 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 4,700 | 342 | |||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 9,402 | 0.00 | 685 | -2.56 | ||||
| 2025-04-21 | 13F | Warner Financial, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 2,868 | 1.27 | 209 | -1.42 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 2,724 | -46.91 | 204 | -31.65 | ||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 5,134 | 0.00 | 374 | -2.61 | ||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Arrow Investment Advisors, LLC | 51,863 | 3,777 | ||||||
| 2025-07-11 | 13F | Diversified Trust Co | 3,173 | 0.00 | 231 | -2.53 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 2,863 | -2.39 | 0 | |||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 239 | 0.00 | 17 | 0.00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 40,820 | -4.51 | 2,973 | -6.95 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 2,018 | -11.99 | 147 | -8.75 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 3,639 | 0.00 | 265 | -2.58 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 24,527 | -0.38 | 1,786 | -2.88 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 4,342 | 0.44 | 316 | -2.17 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 3,197 | 233 | ||||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 637 | 0.31 | 46 | -2.13 | ||||
| 2025-07-23 | 13F | Richwood Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 18,809 | 7.83 | 1,370 | 5.07 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 42,583 | 6.27 | 3,101 | 3.54 | ||||
| 2025-07-25 | 13F | Orca Investment Management, LLC | 12,918 | 0.00 | 941 | -2.59 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 10,361 | 754 | ||||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 6,447 | 0.11 | 469 | -2.49 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 3,874 | 0.00 | 282 | -2.42 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 12,593 | -0.59 | 917 | -3.07 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 216 | 16 | ||||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 89,436 | 80.57 | 6,513 | 76.00 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Romano Brothers And Company | 5,950 | 1.71 | 433 | -0.92 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 13,883 | -0.86 | 1,011 | -3.44 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 222,262 | -0.05 | 16,185 | -2.59 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 679 | -99.55 | 49 | -99.57 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 96,009 | 4.86 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5,670 | 0.00 | 413 | -2.60 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 256 | 19 | ||||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 15,155 | 1,104 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 17,289 | 33.55 | 1,259 | 30.09 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 41,257 | 0.73 | 3,004 | -1.83 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 58,753 | -12.91 | 4,309 | -14.52 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 10,453 | 0.00 | 761 | -2.56 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 4,009 | 0.00 | 292 | -2.68 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 2,718 | -2.89 | 198 | -5.74 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 21,723 | 0.34 | 1,582 | -2.23 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,210 | -7.84 | 88 | -10.20 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 126,623 | 20.94 | 9,221 | 17.86 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 34,022 | -2.48 | 2,477 | -4.95 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 18,905 | -0.77 | 1,377 | -3.30 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 19,100 | -0.08 | 1,391 | -2.66 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 3,264 | 0.00 | 238 | -2.47 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 5,853 | -3.43 | 427 | -5.75 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 6,992 | -7.73 | 509 | -10.07 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 2,984 | -35.98 | 217 | -37.64 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 52,912 | 16.92 | 3,853 | 13.96 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 18,829 | -3.42 | 1,370 | -5.71 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6,080,259 | -8.17 | 442,765 | -10.51 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 447,398 | 32,580 | ||||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 24,174 | -0.44 | 2 | 0.00 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 6,215 | 0.00 | 453 | -2.59 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 34,174 | -0.30 | 2,489 | -2.85 | ||||
| 2025-08-07 | 13F | Financially Speaking Inc | 826 | 60 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 12,979 | -0.75 | 1 | -100.00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,833 | -10.06 | 133 | -12.50 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 3,996 | 291 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 3,720 | 0.00 | 271 | -2.53 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 22,086 | 24.74 | 1,623 | 25.64 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 3,106 | 0.49 | 226 | -1.74 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 11,958 | 0.00 | 871 | -2.58 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2,016,453 | 26.62 | 147,348 | 23.83 | ||||
| 2025-07-15 | 13F | Yarbrough Capital, LLC | 10,000 | 0.00 | 728 | -2.54 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 736 | 0.00 | 54 | -1.85 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 310,068 | 27.69 | 22,579 | 24.44 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 114,917 | -33.09 | 8,368 | -34.79 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 98,544 | 46.11 | 7,176 | 42.39 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 64 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | J. Goldman & Co LP | 5,809 | 423 | ||||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 16,519 | -1.45 | 1,203 | -3.99 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 7,207 | -7.69 | 525 | -10.12 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 81,366 | 6.23 | 5,925 | 3.53 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 52,089 | 3,793 | ||||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 6,577 | 0.49 | 479 | -2.25 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 3,652 | 0.00 | 266 | -2.57 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 6,343 | 0.14 | 462 | -2.54 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 458,863 | 5.46 | 33,414 | 2.78 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 7,506 | -1.96 | 547 | -4.55 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 142,708 | 371.48 | 10,392 | 359.62 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 209 | 0.00 | 15 | 0.00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 22,735 | 1,113.83 | 1,656 | 1,090.65 | ||||
| 2025-04-11 | 13F | West Coast Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 1,487,724 | 15.95 | 108,336 | 13.01 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 17,509 | -0.82 | 1,275 | -3.34 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 7,013 | 0.00 | 511 | -2.67 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 8,963 | 9.72 | 653 | 6.89 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 3,668 | 19.91 | 267 | 17.11 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 4,876 | 0.00 | 355 | -2.47 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 149 | 0.00 | 11 | -9.09 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 12,918 | -2.65 | 941 | -5.15 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 15,097 | 0.33 | 1,099 | -2.22 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 3,387 | -36.38 | 247 | -38.04 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 2,830 | 1.25 | 206 | -0.96 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 2,768 | 0.00 | 202 | -2.43 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2,810 | -26.25 | 205 | -28.17 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 8,928 | 16.45 | 650 | 13.64 | ||||
| 2025-05-08 | NP | SAPEX - Spectrum Advisors Preferred Fund Investor Class Shares | 13,500 | -41.30 | 1,009 | -32.48 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 36,355 | -1.45 | 2,647 | -3.96 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 5,958 | 0.00 | 434 | -2.70 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 52,441 | 547.02 | 3,819 | 531.07 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 15,428 | 5.40 | 1,123 | 2.74 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 80,228 | -41.66 | 5,842 | -43.14 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 8,277 | 0.32 | 603 | -2.27 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 10,591 | 9.13 | 770 | 6.50 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 193,776 | 2.86 | 14 | 0.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 143,310 | 7.21 | 10,436 | 4.49 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 4,808 | 1.26 | 354 | 3.52 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 13,288 | -1.72 | 968 | -4.26 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 3,539 | 0.14 | 258 | -2.65 | ||||
| 2025-08-07 | 13F | Merrion Investment Management Co, LLC | 3,500 | 0.00 | 255 | -2.68 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 23,663 | 35.74 | 1,723 | 32.33 | ||||
| 2025-08-25 | NP | DWUS - AdvisorShares Dorsey Wright FSM US Core ETF | 748,955 | 54,539 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 1,624 | 0.00 | 119 | -2.48 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 11,579 | -77.82 | 843 | -78.38 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 5,775 | 5.67 | 421 | 2.94 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 13,122 | -18.87 | 956 | -17.74 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 4,889 | -16.64 | 356 | -18.72 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 3,155 | 5.17 | 230 | 2.23 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 30,632 | 8.95 | 2,231 | 8.20 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 4,758 | -48.82 | 346 | -50.14 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 8,009 | 0.50 | 583 | -2.02 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6,766 | 2.62 | 493 | 0.00 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 723 | 0.00 | 53 | -3.70 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 0 | -100.00 | 0 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 12,693 | -6.38 | 924 | -8.70 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 72,880 | 0.00 | 5,446 | 6.74 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 22,982 | -0.94 | 1,674 | -3.46 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4,377 | -1.93 | 319 | -4.50 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 2,181 | 0.00 | 159 | -2.47 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 739 | 0.00 | 54 | -3.64 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Weaver Consulting Group | 2,762 | 201 | ||||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 4,948 | 0.00 | 360 | -2.44 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 79,124 | -21.69 | 5,761 | -23.69 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 14,337 | 0.09 | 1,044 | -2.43 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 3,440 | -99.41 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 48,043 | 87.05 | 3,498 | 82.38 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 61,552 | -2.65 | 4,482 | -5.12 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 325,492 | -25.02 | 23,702 | -26.92 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 164,724 | -0.70 | 11,995 | -3.23 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 24 | 0.00 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 10,257 | -14.61 | 747 | -16.83 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 9,050 | 9.04 | 1 | |||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 4,940 | -0.34 | 360 | -2.97 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 67,006 | 1.96 | 4,879 | -0.61 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 7,311 | 44.77 | 532 | 41.11 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 25,775 | -2.73 | 1,877 | -5.25 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 17,409 | -3.11 | 1,268 | -5.59 | ||||
| 2025-07-17 | 13F | KWB Wealth | 5,958 | 10.72 | 445 | 18.35 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 94,328 | 38.78 | 6,869 | 35.25 | ||||
| 2025-06-24 | NP | TNLIX - 1290 Retirement 2035 Fund Class I | 1,855 | -4.13 | 135 | -2.17 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 3,144 | -18.61 | 229 | -20.49 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 6,534 | 476 | ||||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | LPL Financial LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 130 | 8 | ||||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 39,370 | 10.58 | 2,867 | 7.78 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 381,317 | 4.06 | 27,745 | 1.33 | ||||
| 2025-06-26 | NP | DWAT - Arrow DWA Tactical ETF | 3,097 | 226 | ||||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 8,825 | 0.06 | 643 | -2.58 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 22 | 2 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 5 | -16.67 | 0 | |||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 54,598 | 3,976 | ||||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 4,842 | 0.02 | 353 | -2.49 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 25,397 | -5.72 | 1,849 | -8.10 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 3,470 | 0.49 | 253 | -2.33 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 10,681 | 0.02 | 778 | 0.39 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 3,943 | 0.13 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 8,007 | 0.00 | 583 | -2.51 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 58 | 0.00 | 4 | 0.00 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 14,009 | 7.70 | 1,020 | 5.05 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 29,928 | -0.74 | 2,179 | -3.24 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 13,586 | -2.62 | 989 | -5.09 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 625 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 6,363 | 14.75 | 463 | 11.84 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 36,271 | 0.18 | 2,641 | -2.37 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 8,950 | 7.20 | 652 | 4.49 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 4,699 | -1.86 | 342 | -4.20 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 14,300 | 1,041 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 4,500 | -8.16 | 328 | -10.66 | |||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 22,622 | 13.17 | 1,647 | 10.31 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 7,747 | -55.32 | 564 | -56.45 | ||||
| 2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 3,801 | 0.03 | 277 | -2.47 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 42,082 | -64.57 | 3,086 | -63.57 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 12,200 | 0.00 | 888 | -2.52 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 3,169 | 0.00 | 231 | -2.54 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Providence First Trust Co | 6,216 | 0.00 | 453 | -2.59 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,253 | 3.30 | 91 | 1.11 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 12,102 | 0.00 | 881 | -2.54 | ||||
| 2025-08-13 | 13F | Amundi | 55,002 | 16.04 | 4,004 | 13.95 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 228,170 | 0.01 | 16,615 | -2.53 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 303,900 | 18.30 | 22,130 | 15.29 | |||
| 2025-08-05 | 13F | AG Asset Advisory, LLC | 14,037 | 0.00 | 1,022 | -2.48 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 4,381 | -0.34 | 319 | -2.74 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3,018 | 0.00 | 220 | -2.67 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 34,122 | -0.81 | 2,485 | -3.35 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 3,417 | 13.07 | 249 | 10.22 | ||||
| 2025-08-14 | 13F | Xponance, Inc. | 7,715 | 562 | ||||||
| 2025-04-23 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 11,524 | 839 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 290 | 0.00 | 21 | 0.00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 662 | -63.75 | 48 | -64.71 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 236 | 17 | ||||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 4,299 | 0.49 | 313 | -1.88 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 690,000 | 0.00 | 50,246 | -2.54 | ||||
| 2025-08-04 | 13F | Terril Brothers, Inc. | 2,999 | 218 | ||||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 830 | -15.99 | 60 | -17.81 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 371,371 | 1,097.51 | 27,043 | 1,067.16 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 12,665 | -31.83 | 922 | -33.57 | ||||
| 2025-07-23 | 13F | GGM Financials LLC | 14,151 | 1,030 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 59,046 | -0.19 | 4,300 | -2.74 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 410 | 0.00 | 30 | -3.33 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3,808 | -21.89 | 277 | -23.90 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 7,755 | 0.00 | 565 | 4.06 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 184 | -99.63 | 13 | -99.65 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 172,986 | 252.09 | 12,599 | 243.20 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 10,345 | 76.39 | 753 | 71.92 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 3,691 | -2.20 | 269 | -4.63 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 143,357 | -26.37 | 10,439 | -28.24 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 29,662 | 2.48 | 2,160 | -0.09 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 7,958 | -1.23 | 580 | -3.66 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 14,121 | 13.63 | 1,028 | 10.78 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 332 | 0.30 | 24 | 0.00 | ||||
| 2025-08-14 | 13F | Broyhill Asset Management | 4,500 | 0.00 | 328 | -2.68 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 145,175 | 59.62 | 11 | 66.67 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 543 | 0.00 | 40 | -2.50 | ||||
| 2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 2,603,284 | 29.95 | 189,571 | 26.65 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 3,644 | 1.67 | 265 | -0.75 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 28,800 | 109.67 | 2,097 | 104.39 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 5,859 | 0.00 | 427 | -2.52 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 85,996 | 0.87 | 6,262 | 2.07 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 124,743 | -42.17 | 9,084 | -43.64 | ||||
| 2025-08-14 | 13F | Alaska Permanent Fund Corp | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14,241 | 9.29 | 1,037 | 6.58 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 4,021 | 32.49 | 293 | 37.74 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 3,364 | 0.15 | 245 | -2.79 | ||||
| 2025-08-14 | 13F | Graham Capital Management, L.P. | 24,500 | -65.00 | 1,784 | -65.89 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 17,682 | -0.69 | 1,288 | -3.23 | ||||
| 2025-08-12 | 13F | Cumberland Partners Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 350 | 0.00 | 25 | -3.85 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 21,613 | 13.76 | 1,574 | 10.85 | ||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 39,747 | -0.08 | 2,894 | -2.62 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 50,915 | -5.01 | 3,708 | 92,575.00 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 57,476 | 0.12 | 4,185 | -2.42 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 130 | 8 | ||||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 8,079 | 2.03 | 588 | -0.51 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 117,107 | 5.29 | 8,528 | 2.61 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 4,706 | 0.00 | 345 | -0.86 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 6,811 | 0.00 | 496 | -2.56 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 128 | 0.79 | 9 | 0.00 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 47,221 | 2.89 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 26,983 | 3.76 | 1,965 | 1.08 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 400 | 0.00 | 29 | 0.00 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 4,043 | 0.40 | 294 | -2.00 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 3,736 | 0.00 | 0 | |||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 86,404 | 6,292 | ||||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 4,900 | 0.00 | 366 | 6.71 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 9,250 | 68.18 | 324 | -21.22 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 4,909 | 357 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 778,889 | -3.30 | 56,719 | -5.76 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 89,922 | -5.78 | 6,548 | -8.18 | ||||
| 2025-05-09 | 13F | Avalon Trust Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 29,808 | -9.73 | 2,227 | -3.63 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 3,500 | 0.00 | 255 | -2.68 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 3,478 | 13.11 | 253 | 10.48 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 137,000 | 372.41 | 9,976 | 360.57 | |||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 1,570 | 0.19 | 114 | -2.56 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 23,413 | 1,705 | ||||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 58 | -99.69 | 4 | -99.72 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4,338 | 0.00 | 316 | -2.78 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 44,940 | -4.68 | 3,273 | -7.10 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 3,202 | -1.05 | 233 | -3.32 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 27,911 | 10.67 | 2,032 | 7.86 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2,000 | 146 | ||||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 7,649 | 558 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 10,187 | -9.75 | 1 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 47,639 | 8.48 | 3,469 | 5.73 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 8,000 | 0.44 | 583 | -2.18 | ||||
| 2025-04-25 | 13F | Albion Financial Group /ut | 0 | -100.00 | 0 | |||||
| 2025-06-16 | 13F | Peterson Wealth Management | 3,875 | 290 | ||||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 2,873 | 0.00 | 209 | -2.34 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 711,822 | 21.58 | 51,846 | 18.50 | ||||
| 2025-08-26 | NP | CRTBX - Conquer Risk Tactical Rotation Fund | 230,966 | 7.38 | 16,819 | 11.70 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5,475 | 0.00 | 399 | -2.69 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 7,049 | -0.97 | 513 | -3.39 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 11,128 | -10.24 | 810 | -6.57 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 4,761 | 0.00 | 347 | -2.54 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 10,947 | -3.54 | 797 | -6.01 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 29,152 | -4.64 | 2,123 | -7.09 | ||||
| 2025-08-04 | 13F | Lockheed Martin Investment Management Co | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1,897 | 0.00 | 138 | -2.13 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 12,107 | -0.70 | 882 | -3.19 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 140,045 | 6.32 | 10,198 | 3.62 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 3,866 | 1.95 | 282 | -0.71 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 43,642 | -59.32 | 3,178 | -60.35 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 4,120 | -83.23 | 300 | -83.13 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6,889,395 | -10.01 | 501,686 | -12.29 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2,389 | 0.00 | 174 | -2.81 | ||||
| 2025-07-17 | 13F | SWS Partners | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3,065 | 223 | ||||||
| 2025-07-21 | 13F | TFG Advisers LLC | 10,087 | -0.06 | 735 | -2.65 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 4,172 | 0.19 | 304 | -2.57 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 8,870 | -20.26 | 646 | -22.38 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 4,336 | -1.43 | 316 | -3.96 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 10,878 | 792 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 72,480 | 5,278 | ||||||
| 2025-08-14 | 13F | Banco BTG Pactual S.A. | 180,963 | 6.79 | 13,178 | 4.07 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 961 | 0.21 | 70 | -2.82 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 13,639 | -3.36 | 993 | -5.79 | ||||
| 2025-07-21 | 13F | 111 Capital | 8,684 | 632 | ||||||
| 2025-06-02 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 11,506 | 0.53 | 838 | -2.11 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 3 | -50.00 | 0 | |||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 3,937 | 0.00 | 287 | -2.72 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 1,230 | 0.00 | 0 | |||||
| 2025-05-05 | 13F | St. Louis Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 20,315 | -5.30 | 1,479 | -7.68 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 6,494 | 473 | ||||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 19,489 | -6.61 | 1,419 | -8.98 | ||||
| 2025-06-26 | NP | DWTFX - ARROW DWA TACTICAL FUND CLASS A SHARES | 51,863 | 3,777 | ||||||
| 2025-04-21 | 13F | Redwood Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 69,392 | -87.46 | 5,053 | -87.78 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 12,590 | -1.67 | 917 | -4.18 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,762,194 | 24.83 | 128,324 | 21.65 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 279 | 0.00 | 20 | 0.00 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 4,477 | 4.68 | 323 | 2.22 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 10,348 | -18.36 | 754 | -19.38 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5,905 | 11.48 | 430 | 8.61 | ||||
| 2025-07-28 | 13F | Tlwm | 6,080 | 1.11 | 443 | -1.56 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 11,169 | 0.00 | 813 | -2.52 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 12,608 | 0.17 | 918 | -2.34 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 8,096 | 0.07 | 590 | -2.48 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 599,039 | 95.85 | 43,622 | 90.87 | ||||
| 2025-06-24 | NP | TNWIX - 1290 Retirement 2050 Fund Class I | 5,280 | -4.17 | 385 | -2.29 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 899 | 0.00 | 65 | -2.99 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 4,021 | 293 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 63,062 | 2.30 | 4,592 | -0.30 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 3,907 | 0.00 | 287 | -1.72 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 3,194 | 0.03 | 233 | -2.52 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,944 | -3.38 | 142 | -6.00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,152 | 0.10 | 1,395 | -2.45 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 40,223 | 2,929 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 247,047 | 52.25 | 18 | 41.67 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 1,800 | 131 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 3,978 | 2.76 | 290 | 0.00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4,262 | -27.12 | 310 | -28.90 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 11,678 | 0.00 | 850 | -2.52 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 7,082 | 0.00 | 529 | 6.87 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 450 | 0.00 | 33 | -3.03 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 7,014 | 0.00 | 511 | -2.67 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 12,960 | -1.14 | 944 | -3.68 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 8,670 | -6.87 | 635 | -8.63 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 85,461 | 28.95 | 6,225 | 25.73 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 450,761 | -3.18 | 32,824 | -5.65 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 2,004 | 0.25 | 146 | -2.68 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 3,407 | 248 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 3,454 | 0.00 | 252 | -2.71 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 3,281 | 0.00 | 239 | -2.86 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 7,930 | 1.58 | 577 | -1.03 | ||||
| 2025-08-05 | 13F | Ring Mountain Capital, LLC | 3,210 | 0.00 | 234 | -2.51 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,577 | 0.08 | 188 | -2.60 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,929,587 | 3.56 | 140,512 | 0.92 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 69,127 | 0.75 | 5,034 | -1.78 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 32,323 | -0.72 | 2,354 | -3.25 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 30,956 | 5.82 | 2,254 | 3.16 | ||||
| 2025-08-14 | 13F | Adage Capital Partners Gp, L.l.c. | 140,000 | 0.00 | 10,195 | -2.54 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 10,836 | 2.12 | 789 | -0.38 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 3,313 | 0.09 | 241 | -2.43 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 7,184 | -68.89 | 1 | -100.00 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 9,354 | 31.52 | 681 | 28.25 | ||||
| 2025-08-05 | 13F | Hiddenite Capital Partners LP | Put | 0 | -100.00 | 0 | ||||
| 2025-08-11 | 13F | Dorsey Wright & Associates | 35,909 | 2,615 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 97,522 | 648.84 | 7,102 | 629.80 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 106 | 0.00 | 8 | 0.00 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 78,453 | -45.60 | 5,713 | -46.98 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 5,563 | 101.41 | 405 | 96.60 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 3,500 | 0.00 | 255 | -2.68 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 49,103 | -75.27 | 3,576 | -75.90 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 21,207 | 1,544 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 55,724 | -11.12 | 4,058 | -13.39 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 2,890 | -1.26 | 210 | -3.67 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 596 | -30.21 | 43 | -31.75 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 17,879 | 0.29 | 1,302 | -2.33 | ||||
| 2025-08-27 | NP | HCHYX - The Fixed Income Opportunity Portfolio HC Strategic Shares | 403,500 | 29,383 | ||||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 13,000 | 0.00 | 1 | |||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 400 | 0.00 | 29 | 0.00 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 4,874 | -97.75 | 355 | -97.81 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 528,091 | 36.35 | 38,456 | 32.88 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 5,327 | -91.44 | 388 | -90.97 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,888 | 283 | ||||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 7,606 | -2.05 | 554 | -4.66 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 2,775 | -12.87 | 202 | -14.77 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 5,721 | 0.00 | 417 | -2.58 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 6,370 | -3.26 | 464 | -5.89 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 12,847 | -0.39 | 936 | -2.91 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 307,507 | -3.45 | 22 | -4.35 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7,077 | -6.59 | 1 | |||||
| 2025-08-14 | 13F | UBS Group AG | 848,094 | -1.02 | 61,758 | -3.53 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 8,949 | -1.11 | 652 | -3.70 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 206 | 0.00 | 15 | 0.00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 6,108 | -3.74 | 445 | -6.33 | ||||
| 2025-05-06 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 14,676 | -2.42 | 1,069 | -4.90 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 7,538 | -9.03 | 549 | -11.47 | ||||
| 2025-05-16 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 13,256 | -1.59 | 965 | -4.08 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 209,168 | 1.47 | 15,232 | -1.11 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 4,227 | -38.78 | 308 | -40.39 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,757 | 35.28 | 201 | 31.58 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6,696 | -8.75 | 488 | -11.13 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 6,651 | 0.50 | 484 | -2.02 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 27,683 | 0.64 | 2,016 | -1.95 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 4,668 | 0.00 | 339 | 3.05 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 4,990 | 0.30 | 363 | -2.16 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 88,533 | -0.97 | 6,447 | -3.49 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 17,622 | 85.36 | 1,317 | 97.89 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Invesco(R) Thematic ESG Strategy Class R Shares | 111,437 | -7.69 | 8,116 | -5.76 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Whittier Trust Co Of Nevada Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 5,502 | 0.16 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 29,627 | -9.58 | 2,157 | -11.89 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 6,024 | 0.00 | 444 | -1.33 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 117 | 9 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 5,325 | 4.41 | 388 | 1.57 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 6,610 | -11.16 | 481 | -13.33 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 77,404 | 11.80 | 5,637 | 8.95 | ||||
| 2025-07-22 | 13F | Genworth Financial Inc | 469,772 | 0.58 | 34,209 | -1.98 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 11,351 | 0.00 | 827 | -2.59 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 73,278 | -3.21 | 5,336 | -5.67 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 196 | 0.00 | 14 | 0.00 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 10,120 | 0.00 | 737 | -2.65 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 15,228 | 1,109 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 26,167 | -1.04 | 2 | 0.00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,252 | -44.92 | 91 | -46.15 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 9,938 | 724 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 105,818 | 10.01 | 7,706 | 7.21 | ||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 5,517 | -33.91 | 402 | -35.63 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 10,150 | 36.52 | 739 | 33.15 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 30,356 | -73.31 | 2,211 | -73.99 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5,080 | -0.96 | 375 | 1.91 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 10,981 | -5.39 | 800 | -7.84 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 3,572 | 260 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 14,300 | -99.15 | 1,041 | -99.17 | |||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 6,835 | 0.00 | 498 | -2.55 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9,400 | 84.31 | 685 | 79.53 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 11,572 | -71.52 | 843 | -72.26 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F/A | Kingstone Capital Partners Texas, LLC | 17,592 | -34.35 | 1,281 | -36.01 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 23,844 | -28.07 | 1,736 | -29.92 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 3,154 | 230 | ||||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 5,138 | -6.63 | 374 | -9.00 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sequent Planning LLC | 6,891 | 5.66 | 502 | 2.87 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 12,635 | 0.00 | 920 | -2.54 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | -100.00 | 0 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 13,399 | -18.05 | 976 | -20.15 | ||||
| 2025-04-16 | 13F | Hoey Investments, Inc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 140 | 0.00 | 10 | 0.00 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 10,102 | -50.70 | 736 | -6.25 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 183,521 | 5.81 | 13,364 | 10.07 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 161 | 0.00 | 12 | -8.33 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 5,002 | 0.00 | 364 | -2.41 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 6,380 | -1.10 | 465 | -3.73 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 53,626 | 9.50 | 3,905 | 6.72 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 12,246 | 7.11 | 892 | 4.33 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 28,662 | 2,087 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 5,017 | 365 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 351,784 | 45.36 | 25,617 | 41.67 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 575,598 | -7.00 | 41,915 | -9.36 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 240,971 | -0.56 | 17,548 | -3.09 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 121,736 | 4.02 | 8,865 | 1.37 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 48 | 0.00 | 3 | 0.00 | ||||
| 2025-04-11 | 13F | Godsey & Gibb Associates | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 2,521 | 0.00 | 184 | -2.66 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 11,127 | -1.38 | 810 | -3.91 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,229 | 89 | ||||||
| 2025-05-14 | 13F | Luminist Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Grantvest Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 521,591 | 655.22 | 37,982 | 636.09 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1,419 | -8.27 | 103 | -10.43 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 21,929 | 4.64 | 1,597 | 1.98 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 80,789 | -2.14 | 5,883 | -4.62 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 13,601 | 39.67 | 990 | 36.18 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 27,654 | 21.36 | 2,014 | 18.27 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 106,081 | 0.50 | 7,725 | -2.05 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 18,775 | 1.98 | 1,361 | -1.02 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 347,559 | 13.99 | 25 | 13.64 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 18,646 | -3.59 | 1,358 | -6.09 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 23,562 | 5.02 | 1,716 | 2.33 | ||||
| 2025-07-31 | 13F | United Community Bank | 1,020 | 0.00 | 74 | -2.63 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 850 | 0.00 | 62 | -3.17 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 10,122 | 0.00 | 737 | -2.51 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 2,018 | 7.74 | 147 | 5.04 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 367 | 0.00 | 27 | -3.70 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 1,024 | 95.42 | 75 | 89.74 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 3,754 | 1.40 | 273 | -1.09 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 9,843 | 16.38 | 717 | 13.29 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 6,025 | 7.11 | 439 | 4.29 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 5,417 | -1.42 | 394 | -3.90 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 10,374 | 0.12 | 755 | -2.45 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 444 | 0.00 | 32 | -3.03 | ||||
| 2025-05-15 | 13F | Capstone Investment Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5,812 | 221.64 | 423 | 213.33 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 4,500 | 0.13 | 331 | 1.85 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1,720 | 0.00 | 125 | -2.34 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 210 | 0.00 | 15 | 0.00 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 359,800 | 129.90 | 26,201 | 124.07 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 132 | 1,366.67 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 59,814 | -11.13 | 4,356 | -13.40 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 15,256 | 6.85 | 1,111 | 4.13 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 11,628 | 0.38 | 1 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 10,890 | -20.82 | 793 | -17.67 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 3,675 | 0.33 | 271 | 2.27 | ||||
| 2025-06-26 | NP | DYNI - IDX DYNAMIC INNOVATION ETF | 36,245 | 2,640 | ||||||
| 2025-04-15 | 13F | Chris Bulman Inc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ascent Group, LLC | 5,133 | 0.00 | 374 | -2.61 | ||||
| 2025-07-29 | 13F | Creekside Partners | 6,842 | 0.00 | 498 | -2.54 | ||||
| 2025-08-08 | 13F | Creative Planning | 122,860 | -5.84 | 8,947 | -8.24 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4,084 | -0.07 | 297 | -2.62 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 5,072 | -75.13 | 369 | -75.77 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 334,539 | -19.15 | 24,361 | -21.20 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2,882 | -32.55 | 210 | -34.48 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 2,925 | -7.26 | 213 | -9.79 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 173 | 136.99 | 13 | 140.00 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Edgestream Partners, L.P. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 54,043 | 2.38 | 3,935 | -0.23 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 3,148 | -10.72 | 229 | -12.93 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 23,657 | -25.52 | 1,723 | -27.43 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 162 | 12 | ||||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 6,547 | 0.00 | 477 | -2.66 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 4,445 | 0.57 | 324 | -2.12 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 6,601 | 1.93 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 93,792 | 6,830 | ||||||
| 2025-07-18 | 13F | Chelsea Counsel Co | 147 | 0.00 | 11 | 0.00 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 7,068 | 19.86 | 518 | 17.50 | ||||
| 2025-08-13 | 13F | Quantbot Technologies LP | 4,398 | 320 | ||||||
| 2025-08-12 | 13F | Viawealth, Llc | 10,057 | -10.87 | 732 | -13.17 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 2,982 | 0.00 | 217 | -2.25 | ||||
| 2025-04-16 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 58,905 | -1.34 | 4,289 | -3.86 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 279,516 | -3.63 | 20,354 | -6.08 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 2,203 | 0.00 | 160 | -2.44 | ||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 12,627 | 273.14 | 919 | 264.68 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 6,690 | -11.80 | 487 | -13.96 | ||||
| 2025-08-12 | 13F | Bokf, Na | 2,505 | -67.91 | 182 | -68.78 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 3,000 | 0.00 | 218 | -2.68 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 16,997 | 299.18 | 1,228 | 394.76 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 28,237 | -1.17 | 2,056 | -3.66 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3,082 | 3,286.81 | 224 | 3,633.33 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 3,670 | 0.00 | 267 | -2.55 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 12,299 | -1.17 | 896 | -3.66 | ||||
| 2025-06-24 | NP | TNIIX - 1290 Retirement 2020 Fund Class I | 866 | -2.26 | 63 | 0.00 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 6,156 | 448 | ||||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 5,000 | 364 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 30,967 | -17.13 | 2,255 | -19.23 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 2 | 0.00 | 0 | |||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 26,146 | -1.06 | 1,904 | -3.60 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 4,260 | -3.29 | 310 | -5.49 | ||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 19,103 | -6.95 | 1,391 | -9.26 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 6,249 | 467 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 161,196 | 6.34 | 11,738 | 3.64 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 24,551 | -2.66 | 1,788 | -5.15 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 5,065 | 1.04 | 369 | -1.60 | ||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 60,232 | 4,386 | ||||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 9,199 | 0.00 | 670 | -2.62 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 2,660 | -8.34 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 20,157 | 120.39 | 1,468 | 114.79 | ||||
| 2025-04-17 | 13F | Vicus Capital | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 97 | 0.00 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 249,480 | 56.59 | 18,020 | 53.42 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 10,721 | 0.04 | 781 | -2.50 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 8,948 | 0.00 | 652 | -2.54 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 35,358 | -5.56 | 2,575 | -7.97 | ||||
| 2025-08-13 | 13F | Harfst & Associates, Inc. | 17,503 | -3.77 | 1,275 | -6.25 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Variant Private Wealth, LLC | 13,775 | -1.63 | 1,003 | -4.11 | ||||
| 2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 116 | -17.73 | 8 | -20.00 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 7,027 | 0.49 | 512 | -2.11 | ||||
| 2025-06-24 | NP | TNKIX - 1290 Retirement 2030 Fund Class I | 1,526 | -2.55 | 111 | 0.00 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 115 | 0.00 | 8 | 0.00 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 14,410 | -20.65 | 1,049 | -22.64 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 4,735 | -39.31 | 345 | -40.89 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 32,726 | -0.59 | 2,383 | -3.09 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 241 | 0.42 | 18 | 0.00 |
Other Listings
| MX:SPLV |
