Mga Batayang Estadistika
| Pemilik Institusional | 541 total, 539 long only, 1 short only, 1 long/short - change of 7.97% MRQ |
| Alokasi Portofolio Rata-rata | 0.3152 % - change of 7.30% MRQ |
| Saham Institusional (Jangka Panjang) | 12,635,652 (ex 13D/G) - change of 1.27MM shares 11.17% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 3,306,189 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard World Fund - Vanguard Industrials ETF (US:VIS) memiliki 541 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 12,643,453 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, Green Harvest Asset Management LLC, Wells Fargo & Company/mn, Beacon Capital Management, Inc., Kingstone Capital Partners Texas, LLC, Envestnet Asset Management Inc, UBS Group AG, LPL Financial LLC, and Raymond James Financial Inc .
Struktur kepemilikan institusional Vanguard World Fund - Vanguard Industrials ETF (ARCA:VIS) 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 290.16 / share. Previously, on September 9, 2024, the share price was 243.63 / share. This represents an increase of 19.10% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1,061 | 297 | ||||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 5,932 | -2.11 | 1,661 | 10.73 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 835 | 0.24 | 234 | 13.11 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 1,891 | -7.53 | 530 | 4.55 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 26 | 7 | ||||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | City State Bank | 3,462 | -0.12 | 970 | 12.94 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 8,611 | 19.68 | 2,412 | 35.37 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2,534 | 4.54 | 710 | 18.17 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10,776 | -1.54 | 3,018 | 11.41 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 2,777 | -13.35 | 778 | -2.02 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 84 | 23 | ||||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1,139 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 10 | 3 | ||||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 833 | 233 | ||||||
| 2025-05-12 | 13F | Financial Services Advisory Inc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 20,695 | 7.17 | 5,796 | 21.26 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 2,799 | 0.00 | 784 | 13.15 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 11,215 | 7.90 | 3,141 | 20.21 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 12,042 | -3.08 | 3,373 | 9.66 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 18,024 | -1.12 | 5,048 | 11.86 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 3,025 | -3.20 | 847 | 9.57 | ||||
| 2025-05-12 | 13F | Peachtree Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 3,162 | 27.91 | 886 | 44.84 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 14 | 0.00 | 4 | 0.00 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 8,489 | 0.01 | 2,377 | 13.14 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4,946 | -21.72 | 1,385 | -11.27 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 10,928 | 3,060 | ||||||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 21,897 | -2.42 | 6,133 | 10.41 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 1,437 | 0.07 | 402 | 13.24 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 288 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 3,277 | 0.00 | 918 | 13.07 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 7 | 2 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 1,287 | -8.33 | 360 | 3.75 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 50,361 | -1.65 | 14,105 | 11.27 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 269 | 0.00 | 75 | 13.64 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 1,701 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Bonfire Financial | 15,248 | 4.55 | 4,270 | 18.28 | ||||
| 2025-04-29 | 13F | Tradewinds, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 4,187 | 4.54 | 1,173 | 18.26 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 717 | 201 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 190 | 0.00 | 53 | 12.77 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 225,534 | -12.13 | 63,165 | -0.59 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 1,414 | -11.62 | 396 | 0.00 | ||||
| 2025-08-13 | 13F | Natixis | 1,718 | 0.17 | 481 | 14.25 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 4,812 | -67.11 | 1,348 | -62.80 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 4,959 | 0.10 | 1,389 | 13.21 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 24 | 0.00 | 7 | 20.00 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 943 | -3.78 | 264 | 9.09 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 1,930 | -2.43 | 541 | 10.43 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 518 | 0.00 | 145 | 13.28 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 138 | 0.00 | 39 | 11.76 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 389,357 | 84 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2,534 | 41.56 | 710 | 60.05 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 17 | -10.53 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1,984 | 17.61 | 1 | |||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 1,423 | 31.03 | 399 | 48.51 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 1,264 | 14.39 | 354 | 29.67 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 2,073 | -40.92 | 581 | -33.18 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4,294 | -8.95 | 1,203 | 3.00 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 160 | 0.00 | 45 | 12.82 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 4,543 | 110.62 | 1,272 | 138.65 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 115 | 0.00 | 32 | 14.29 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 1,130 | 0.00 | 316 | 13.26 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 2,926 | 26.18 | 819 | 42.68 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 909,939 | 1.78 | 254,847 | 15.15 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 7,264 | 0.21 | 2,016 | 12.32 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 10 | 3 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 370 | 0.00 | 104 | 13.19 | ||||
| 2025-08-12 | 13F | Bokf, Na | 6,916 | 0.00 | 1,937 | 13.08 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 1,645 | -17.59 | 461 | -6.88 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 10,548 | 24.02 | 2,954 | 36.57 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 9 | 0.00 | 3 | 0.00 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 5,067 | -4.79 | 1,419 | 7.74 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 28,902 | 8,095 | ||||||
| 2025-08-14 | 13F | Atom Investors LP | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Investment Management | 731 | 0.00 | 205 | 13.33 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 1,475 | -1.47 | 413 | 11.62 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 92 | 0.00 | 26 | 13.64 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 2,182 | 0.00 | 611 | 13.15 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 17,500 | -17.28 | 4,901 | -6.42 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 90 | 25 | ||||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 1,905 | -0.05 | 534 | 13.16 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 62 | 0.00 | 17 | 13.33 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 3,799 | 1,064 | ||||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Copia Wealth Management | 44 | 0.00 | 12 | 20.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 59,018 | 1.61 | 17 | 14.29 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4,783 | -22.30 | 1,340 | -12.08 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 10,028 | 38.43 | 2,809 | 56.61 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 40,000 | -33.33 | 11,203 | -24.58 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 2,032 | -28.53 | 569 | -19.06 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 553 | 0.00 | 155 | 13.24 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 1,551 | -7.46 | 434 | 4.83 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 985 | 0.00 | 276 | 13.17 | ||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 1,079 | 302 | ||||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 28 | -30.00 | 8 | -22.22 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 558 | -72.11 | 156 | -64.55 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2,358 | -13.69 | 661 | -2.37 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 780 | 218 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 510 | 17.24 | 143 | 33.96 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 18,658 | 6.76 | 5,226 | 20.78 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,194 | 5.57 | 334 | 19.71 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 1,586 | 44.58 | 444 | 63.84 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 27,583 | -20.12 | 6,828 | -22.27 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3,126 | 0.35 | 875 | 13.49 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 10,648 | -32.70 | 2,982 | -23.85 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 13,675 | -3.32 | 3,858 | 10.20 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 13,942 | -31.70 | 3,905 | -22.72 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 6,989 | -0.92 | 1,957 | 12.08 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 106 | -8.62 | 30 | 3.57 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1,096 | -0.45 | 307 | 12.50 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 337 | 1.20 | 94 | 11.90 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 3,203 | -14.68 | 897 | -3.44 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 35 | 191.67 | 10 | 350.00 | ||||
| 2025-05-09 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 1,095 | 307 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 105 | 0.00 | 29 | 16.00 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 955 | 0.00 | 267 | 13.14 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 4,682 | 7.21 | 1,350 | 26.29 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 78 | 0.00 | 22 | 10.53 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 38,369 | -1.13 | 11 | 11.11 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 252 | -16.56 | 71 | -5.41 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 1,185 | -0.25 | 332 | 12.59 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 7,308 | 1.97 | 2,060 | 14.71 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 4,817 | 1,349 | ||||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 64 | 0.00 | 18 | 13.33 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 29 | 0.00 | 8 | 14.29 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 7,668 | 4.28 | 2,148 | 17.97 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 6,483 | 0.00 | 1,816 | 13.15 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 86 | 0.00 | 24 | 14.29 | ||||
| 2025-05-12 | 13F | Locust Wood Capital Advisers, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 9,904 | 0.82 | 2,774 | 14.07 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 14,669 | 4,108 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 166 | 0.00 | 47 | 12.20 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 15,436 | 4.85 | 4,323 | 18.63 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 3,421 | 958 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 2,312 | 19.30 | 648 | 35.07 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 406 | 0.00 | 114 | 13.00 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 4,400 | 0.00 | 1,232 | 13.13 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 5,003 | 27.79 | 1 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 35,193 | -9.32 | 9,857 | 2.60 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 19,355 | -29.97 | 5,421 | -20.78 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 815 | 0.25 | 228 | 13.43 | ||||
| 2025-08-06 | 13F | Simmons Bank | 2,984 | -4.79 | 836 | 7.74 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 129 | 0.00 | 36 | 9.09 | ||||
| 2025-08-28 | NP | SNAV - Mohr Sector Navigator ETF | 8,124 | 2,275 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 1,082 | 4.64 | 303 | 18.43 | ||||
| 2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 1,000 | 0.00 | 248 | -2.76 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 40 | 166.67 | 11 | 266.67 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 159 | 0.63 | 44 | 12.82 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 777 | 3,008.00 | 218 | 3,533.33 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 3,505 | 0.00 | 982 | 13.15 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 840 | 0.00 | 235 | 13.53 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 2,646 | 1 | ||||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 790 | 221 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 106,490 | 1.48 | 29,825 | 14.81 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 966 | -1.33 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 4,208 | 0.02 | 1,179 | 13.16 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 944 | 0.00 | 264 | 13.30 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1,232 | -88.15 | 345 | -86.59 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 2,266 | 0.27 | 635 | 13.42 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 20 | 6 | ||||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 72 | 0.00 | 20 | 17.65 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 10,514 | 14.41 | 2,956 | 29.20 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 684 | -14.18 | 192 | -3.05 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 228 | 0.00 | 64 | 12.50 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 2,511 | -6.90 | 703 | 5.40 | ||||
| 2025-08-14 | 13F | Bank of Marin | 833 | 233 | ||||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 685 | 0.00 | 161 | -3.59 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 2,375 | -21.93 | 665 | -11.57 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 324 | 0.00 | 91 | 12.50 | ||||
| 2025-07-16 | 13F | Banque Pictet & Cie Sa | 1,735 | -48.82 | 486 | -42.19 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 362 | -26.87 | 101 | -17.21 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 42 | 0.00 | 12 | 10.00 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 127 | 0.00 | 36 | 12.90 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 58 | 16 | ||||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 6,215 | -9.42 | 1,741 | -0.29 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,097 | 174.25 | 307 | 213.27 | ||||
| 2025-09-03 | 13F | Q3 Asset Management | 3,344 | 1 | ||||||
| 2025-07-22 | 13F | Joule Financial, LLC | 10,964 | 5.81 | 3,071 | 19.69 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 62,388 | 12.64 | 17,473 | 27.44 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 199 | 56 | ||||||
| 2025-07-18 | 13F | Founders Capital Management | 180 | 0.00 | 50 | 13.64 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 6,393 | 0.25 | 1,790 | 13.43 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1,621 | 0.00 | 454 | 13.22 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 1,263 | -37.48 | 354 | -29.40 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2,528 | 10.63 | 708 | 25.31 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 2,173 | -0.32 | 609 | 12.80 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 1,244 | 0.00 | 348 | 12.99 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 3,494 | 0.03 | 979 | 13.19 | ||||
| 2025-06-03 | 13F | Invst, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 972 | 11.34 | 272 | 25.93 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 16,693 | -2.44 | 4,132 | -5.06 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 9,808 | -0.66 | 2,747 | 12.36 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 142,366 | -0.55 | 40,046 | 13.34 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 2,448 | -7.76 | 686 | 4.42 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 188 | 0.00 | 53 | 13.04 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 39,084 | 49.10 | 10,946 | 68.69 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 11,236 | -8.39 | 3,147 | 3.62 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 1,326 | 0.08 | 372 | 13.46 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 60 | 0.00 | 17 | 14.29 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 2,476 | 1 | ||||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Midwest Trust Co | 868 | 243 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 7,847 | -0.86 | 2,198 | 12.15 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 847 | 0.00 | 237 | 13.40 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 845 | 0.00 | 237 | 12.92 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 50 | 0.00 | 14 | 16.67 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,238 | 0.00 | 347 | 13.07 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 1,364 | -36.44 | 382 | -28.06 | ||||
| 2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 55 | 0.00 | 15 | 15.38 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | LSOFX - LS Opportunity Fund - Institutional Class | Short | -7,801 | -52.05 | -2,102 | -50.24 | |||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 3,053 | 0.00 | 855 | 13.25 | ||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 1,418 | 407 | ||||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 1,002 | 9.15 | 285 | 41.79 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 2,583 | 0.00 | 723 | 13.15 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 4,585 | 0.00 | 1,284 | 13.13 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 894 | 0.22 | 250 | 13.64 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 22,462 | -3.55 | 6,337 | 9.94 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,582 | 401.36 | 723 | 451.91 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Luts & Greenleigh Group, Inc | 776 | 217 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,815 | 81.50 | 508 | 105.67 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 9,926 | 0.49 | 2,780 | 13.66 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,403 | 1.30 | 393 | 14.91 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 17 | -37.04 | 5 | -33.33 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 224 | -53.53 | 63 | -47.90 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 100 | 28 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 16,015 | 5,966.29 | 4,485 | 6,800.00 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 11,995 | 0.00 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 7,619 | 2,134 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 1,057 | -7.69 | 296 | 4.24 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 6,880 | 1.52 | 1,927 | 14.85 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 1,839 | 0.00 | 515 | 13.19 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 7,083 | 179.63 | 1,753 | 172.20 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 1,733 | 0.00 | 485 | 13.32 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 743 | 208 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 16,493 | 6.13 | 4,619 | 20.07 | ||||
| 2025-04-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF | 10,339 | 0.00 | 2,683 | -7.19 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 50 | 0.00 | 14 | 16.67 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 2,344 | 1 | ||||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 250 | 70 | ||||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 70 | 0.00 | 20 | 11.76 | ||||
| 2025-05-14 | 13F | Vertex Planning Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 21,685 | 0.63 | 6,074 | 13.85 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 2,522 | 0.36 | 706 | 13.50 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 1,897 | -10.14 | 531 | 1.72 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 1,104 | -40.71 | 0 | |||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 39,562 | -0.25 | 11,310 | 6.38 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 158,276 | -6.87 | 44,328 | 5.36 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 3,114 | 0.00 | 872 | 13.25 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 7,139 | -1.56 | 1,999 | 11.36 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 28 | 8 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 782 | 219 | ||||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 2,004 | 0.00 | 561 | 13.10 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 5,315 | 3.67 | 1,489 | 17.26 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 2,459 | -15.47 | 689 | -4.44 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 9,169 | 16.94 | 2,559 | 32.40 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 1,111 | -24.93 | 311 | -15.03 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 5,015 | 8.18 | 1,405 | 22.41 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 2,662 | 0.00 | 659 | -2.81 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 1,284 | -2.51 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 3,273 | 917 | ||||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 1,808 | -10.50 | 506 | 1.20 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 64,130 | 101.20 | 17,962 | 127.64 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 440 | 20.88 | 123 | 36.67 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4,988 | -1.05 | 1,397 | 11.95 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 15 | 0.00 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 31,499 | 2.66 | 8,822 | 16.14 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 726 | 203 | ||||||
| 2025-04-22 | 13F | Aspire Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3,124 | 875 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 76 | -30.28 | 21 | -19.23 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 586 | 0.00 | 164 | 13.10 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 1,740 | 0.00 | 487 | 13.26 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 38 | 11 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2,206 | 16.66 | 618 | 31.84 | ||||
| 2025-06-17 | 13F | Howe & Rusling Inc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 3,416 | 0.00 | 957 | 13.14 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 8,385 | 0.05 | 2,348 | 13.21 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 4,181 | -17.73 | 1,171 | -6.92 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 2,205 | -2.22 | 618 | 10.57 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 145 | 0.00 | 41 | 14.29 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 187 | 0.00 | 52 | 13.04 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 4,550 | -18.75 | 1,274 | -8.08 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 1,429 | -1.18 | 400 | 12.04 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5,930 | 27.31 | 1,661 | 43.97 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 475 | 12.03 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3,549 | 154.96 | 994 | 188.66 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 79 | 21 | ||||||
| 2025-08-06 | 13F | Agf Management Ltd | 39,625 | 2.39 | 11,098 | 15.84 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 239,968 | 16.23 | 67,208 | 31.50 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 2,225 | -1.46 | 623 | 11.65 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 1,245 | 20.41 | 349 | 36.47 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 33,743 | 1.16 | 9,450 | 14.45 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 32 | 0.00 | 0 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 0 | -100.00 | 0 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 14,874 | 4,166 | ||||||
| 2025-08-25 | NP | NAVFX - The Sector Rotation Fund No Load Shares | 25,000 | 0.00 | 7,002 | 13.14 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 2,225 | 0.00 | 623 | 13.27 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 15 | -57.14 | 4 | -50.00 | ||||
| 2025-08-14 | 13F | Kinloch Capital, LLC | 15,189 | 4,254 | ||||||
| 2025-05-08 | 13F | Main Street Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1,374 | -1.22 | 385 | 11.63 | ||||
| 2025-08-28 | NP | BTSAX - BTS Managed Income Fund Class A Shares | 1,017 | 198.24 | 285 | 255.00 | ||||
| 2025-08-12 | 13F | Wulff, Hansen & Co. | 1,190 | 333 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4,515 | -1.27 | 1,265 | 11.66 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 35,523 | 2.68 | 9,949 | 16.17 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 4,692 | 0.00 | 1,314 | 13.18 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 16 | 0.00 | 4 | 33.33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,094,772 | 51.55 | 306,613 | 71.46 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 8,405 | -5.74 | 2,354 | 6.62 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 665 | 186 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 28,460 | -3.17 | 7,971 | 9.54 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 19 | 0 | ||||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 1,040 | 0.00 | 291 | 13.23 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 26 | 0.00 | 7 | 16.67 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 24,199 | -32.91 | 6,777 | -24.09 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 2,101 | 0.82 | 588 | 14.17 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 6,451 | -5.05 | 1,807 | 7.44 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 17,964 | -6.51 | 5,031 | 5.78 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4,535 | 2.95 | 1,270 | 16.51 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 927 | 0.00 | 260 | 13.10 | ||||
| 2025-08-13 | 13F | ESG Planning | 15,384 | -0.68 | 4,309 | 12.36 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 600 | 0.00 | 168 | 13.51 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 3,512 | 0.00 | 984 | 13.12 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 757 | 212 | ||||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 456,981 | 194.78 | 127,987 | 203.46 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 303 | 134.88 | 77 | 148.39 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1,541 | -2.22 | 432 | 10.51 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 2,422 | -11.41 | 678 | 0.30 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 2,300 | -11.57 | 644 | 0.16 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 57,998 | 8.67 | 16,244 | 22.95 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,036 | 16.23 | 850 | 30.77 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 4,516 | -6.73 | 1,265 | 5.51 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 8 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 16,703 | 2.07 | 4,678 | 15.45 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 53 | 0.00 | 15 | 7.69 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 3,392 | 163.56 | 840 | 156.57 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12,824 | 16.62 | 3,595 | 32.77 | ||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 3,045 | -0.26 | 853 | 12.85 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 2,625 | 0.00 | 735 | 13.25 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 1,914 | 0.79 | 536 | 14.04 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 2,181 | 611 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 182,326 | 24,177.76 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2,120 | 594 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 729 | 204 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1,613 | -1.41 | 452 | 11.36 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 984 | -25.06 | 276 | -15.38 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 103 | -4.63 | 29 | 7.69 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 1,247 | -8.91 | 349 | 3.25 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 51,830 | -0.78 | 14,516 | 9.23 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 6,112 | 1.68 | 1,712 | 14.99 | ||||
| 2025-04-29 | 13F | Argentarii, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 83,385 | 2.67 | 23,354 | 16.16 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 781 | 0.00 | 219 | 12.95 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 37 | 10 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 31,713 | 279.98 | 9,021 | 336.85 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 991 | -14.57 | 278 | -3.48 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 977 | 0.00 | 274 | 13.28 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 5,985 | -3.79 | 1,676 | 8.83 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3,715 | 0.00 | 1,041 | 13.17 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 1,095 | -5.03 | 307 | 7.37 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 45,767 | -7.04 | 12,818 | 5.18 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 3,567 | 2.32 | 999 | 15.89 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 2,083 | -4.97 | 583 | 7.56 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 360 | 0.00 | 101 | 12.36 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 24,563 | 3.50 | 6,879 | 17.09 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 86,448 | 2.91 | 24,212 | 16.43 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 746 | 209 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Gold Investment Management Ltd. | 2 | 0.00 | 1 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 174 | -86.26 | 49 | -84.66 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 225 | 8.70 | 63 | 23.53 | ||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 2,352 | -1.26 | 659 | 11.71 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 96 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 525,100 | -4.77 | 147,065 | 7.74 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 13,336 | -11.11 | 3,735 | 0.54 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 1,063 | 0.00 | 298 | 12.93 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 320,727 | -15.64 | 89,826 | -4.56 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4,729 | 83.08 | 1,324 | 107.20 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 1,355 | 0.00 | 379 | 13.13 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 877 | 0.00 | 246 | 12.90 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 753 | 211 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 2,107 | -41.80 | 590 | -34.15 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 3,600 | 1,008 | ||||||
| 2025-08-14 | 13F | Waters Parkerson & Co., Llc | 1,425 | -3.39 | 399 | 9.32 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 232 | 1.31 | 57 | -1.72 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 300 | 0.00 | 84 | 13.51 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 1,002 | -19.32 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3,088 | 865 | ||||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 77,213 | 3.58 | 22 | 16.67 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 27,622 | -11.48 | 7,707 | -0.09 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 14,952 | -6.95 | 4,188 | 5.28 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 159,157 | 4.15 | 44,575 | 17.83 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7,999 | 15.61 | 2,242 | 30.82 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 8,302 | -9.97 | 2,325 | 1.88 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 9,430 | 0.00 | 2,641 | 13.15 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 140 | 40.00 | 39 | 62.50 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 1,101 | 0.00 | 308 | 13.24 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 1,130 | -1.74 | 315 | 11.31 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,180 | -3.52 | 330 | 9.27 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 954 | 0.00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 1,627 | -20.63 | 456 | -10.26 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 13,870 | 3.79 | 3,885 | 17.41 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 1,342 | 0.22 | 376 | 13.29 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 19,277 | -6.53 | 5,399 | 5.74 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 4,706 | 75.66 | 1,318 | 98.79 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5,946 | 0.24 | 1,665 | 13.42 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1,107 | 0.27 | 310 | 13.55 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 2,200 | -8.33 | 616 | 3.70 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15,635 | 66.86 | 4,379 | 88.79 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 4,100 | -33.87 | 1,148 | -25.16 | |||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 1,743 | 0.00 | 488 | 13.23 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 2,675 | 4.45 | 749 | 18.33 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 4 | 1 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 855 | 239 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 2,955 | -18.89 | 828 | -8.21 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 7,429 | -1.24 | 2,081 | 11.71 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 2,193 | 2.76 | 636 | 20.27 | ||||
| 2025-08-12 | 13F | RPG Investment Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 1,000 | 0.00 | 280 | 13.36 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 9,862 | -3.93 | 2,806 | 10.39 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1,568 | 1.82 | 439 | 15.22 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 8 | 0.00 | 2 | 100.00 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 2,008 | 6.08 | 562 | 20.09 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 141 | 0.00 | 40 | 14.71 | ||||
| 2025-05-14 | 13F | Barometer Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 4,054 | 29.77 | 1,004 | 26.32 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 888 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 3,967 | 108.24 | 1,111 | 135.88 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 57,518 | 5.45 | 16,110 | 19.15 | ||||
| 2025-07-16 | 13F | Kennicott Capital Management Llc | 1,344 | -70.60 | 376 | -66.76 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 141,163 | 18.51 | 39,536 | 34.08 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 842 | -3.00 | 236 | 9.81 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 1,167 | -20.18 | 327 | -9.70 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 4,150 | 0.00 | 1,162 | 13.15 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 25 | 7 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,255 | 16.31 | 352 | 31.46 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 2,123 | -50.80 | 595 | -44.38 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 790 | 221 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 31,808 | -20.70 | 8,960 | -9.78 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | Tidal Trust II - Tactical Advantage ETF | 8,830 | -22.93 | 2,186 | -26.65 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 135,898 | 1.05 | 38,061 | 14.32 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 1,192 | 334 | ||||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 580 | 0.00 | 162 | 13.29 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 326 | -47.33 | 91 | -40.52 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 1,362 | 0.00 | 381 | 13.06 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 1,405 | 0.00 | 393 | 13.26 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 2,518 | -12.78 | 705 | -1.26 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7,230 | -3.73 | 2,025 | 8.88 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 2,874 | -1.17 | 805 | 11.82 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 64,038 | 42.34 | 17,935 | 61.04 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 584 | 0.00 | 164 | 13.19 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 948 | 0.00 | 266 | 13.25 | ||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Selective Risk ETF | 9,000 | -16.80 | 2,425 | -13.64 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 99,294 | -26.43 | 27,809 | -16.77 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 802 | 225 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 17,313 | 11.09 | 4,849 | 25.66 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 17 | 5 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 475 | 133 | ||||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 911 | 0.22 | 255 | 13.84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 151 | 42 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1,509 | -40.33 | 423 | -32.59 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1,220 | -11.40 | 342 | 0.29 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 3,115 | 0.00 | 1 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 7,577 | 4.71 | 2,122 | 18.48 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 3,268 | 0.93 | 915 | 14.23 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 945 | 0.00 | 265 | 13.30 | ||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 3,408 | 0.00 | 844 | 0.00 | ||||
| 2025-08-13 | 13F | Harfst & Associates, Inc. | 66,835 | 3.08 | 18,718 | 16.62 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 592 | 0.00 | 166 | 13.01 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7,162 | 1.12 | 2,006 | 14.38 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 89 | 0.00 | 25 | 9.09 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 25 | -34.21 | 7 | -22.22 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 939 | -10.66 | 263 | 0.77 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 294 | 17.13 | 82 | 32.26 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 193 | 0.00 | 54 | 14.89 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 344 | 0.00 | 96 | 10.34 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 340 | 0.00 | 84 | -2.33 | ||||
| 2025-05-14 | 13F | Absolute Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 15,398 | 4,312 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 11,990 | -0.08 | 3,358 | 13.06 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3,844 | 2.26 | 1 | |||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 45 | 0.00 | 13 | 9.09 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 1,916 | 31.05 | 537 | 48.48 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5,195 | -21.11 | 1,455 | -11.23 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 142 | 40 | ||||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Northstar Asset Management Llc | 2,635 | -7.05 | 738 | 5.14 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 2,014 | 0.00 | 564 | 13.25 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 4,456 | 5.00 | 1,248 | 18.76 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 77,512 | -6.41 | 21,708 | 5.89 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 1,170 | 20.62 | 328 | 36.25 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 257 | 0.00 | 75 | 17.46 | ||||
| 2025-08-14 | 13F | UBS Group AG | 315,993 | 0.43 | 88,500 | 13.63 | ||||
| 2025-08-14 | 13F | Monetary Management Group Inc | 73 | 0.00 | 20 | 11.11 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 446 | -77.83 | 125 | -75.40 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 3,647 | 0.00 | 1,021 | 13.19 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 139,828 | -2.51 | 39,162 | 10.30 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 1,463 | -9.36 | 410 | 2.51 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 784 | 220 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 859 | 241 | ||||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 2 | -99.55 | 1 | -100.00 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 3,068 | 859 | ||||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 2,635 | 0.00 | 738 | 13.04 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2,537 | 40.94 | 1 | |||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 1,156 | 0.00 | 324 | 12.94 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 8,913 | -0.15 | 2,496 | 12.99 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 106 | -48.54 | 30 | -43.14 | ||||
| 2025-08-11 | 13F | Mcintyre Freedman & Flynn Investment Advisers Inc | 4,300 | 0.00 | 1,204 | 13.16 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 817 | 202 | ||||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 15,916 | 1.89 | 4,458 | 15.29 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 68,048 | 46.65 | 19,058 | 65.92 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 6,376 | -1.15 | 1,786 | 11.84 | ||||
| 2025-08-08 | 13F | Creative Planning | 15,486 | -1.56 | 4,337 | 11.38 | ||||
| 2025-08-14 | 13F | Comerica Bank | 9,827 | 2.60 | 2,752 | 16.07 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 3,623 | 20.89 | 1,015 | 36.84 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 1,650 | 0.00 | 462 | 13.24 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 739 | 207 | ||||||
| 2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 144 | 0.00 | 40 | 14.29 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,667,729 | -0.44 | 1,027,221 | 12.64 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 70 | 20 | ||||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 8 | 0.00 | 2 | 100.00 | ||||
| 2025-07-29 | 13F | Progressive Investment Management Corp | 800 | 0.00 | 224 | 13.13 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18,284 | -20.11 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 6,107 | -1.71 | 1,710 | 11.26 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 135 | -2.88 | 38 | 8.82 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 349 | 0.00 | 98 | 12.79 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 1,221 | 6.17 | 342 | 20.07 | ||||
| 2025-05-15 | 13F | BTG Pactual Asset Management US LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 980 | 0.00 | 274 | 13.22 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 4,224 | -13.69 | 1,183 | -2.31 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 300 | -13.04 | 84 | -1.18 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 2,325 | 0.00 | 651 | 13.22 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 927 | 271 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 10,692 | 12.15 | 2,995 | 26.86 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 1,956 | 0.82 | 548 | 15.40 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 926 | 259 | ||||||
| 2025-07-15 | 13F | Retireful, LLC | 8,124 | 2,275 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 10,377 | -2.23 | 2,906 | 10.62 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 3,426 | -3.63 | 959 | 8.98 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 6 | -45.45 | 2 | -50.00 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 5,670 | 4.61 | 2 | 0.00 | ||||
| 2025-07-21 | 13F | Franklin Street Advisors Inc /nc | 3,157 | 0.00 | 1 | |||||
| 2025-07-24 | 13F | Eastern Bank | 296 | 0.00 | 83 | 12.33 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 867 | 0.00 | 243 | 13.08 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 1,574 | -29.86 | 441 | -20.72 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 946 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 1,749 | 490 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 119 | 0.00 | 33 | 13.79 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 782 | -8.54 | 219 | 3.79 | ||||
| 2025-08-07 | 13F | Commerce Bank | 1,235 | 0.98 | 346 | 14.24 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 2,854 | 0.00 | 799 | 13.17 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 844 | -10.02 | 236 | 1.72 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 60 | 17 | ||||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 26,135 | -15.29 | 7,320 | -4.16 | ||||
| 2025-07-11 | 13F | Bridge Creek Capital Management LLC | 735 | 206 | ||||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 2,218 | 58.20 | 621 | 79.48 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 2,528 | 0.08 | 708 | 13.28 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 4,937 | -15.53 | 1,383 | -4.43 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 3,189 | 0.00 | 893 | 13.18 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 10,669 | -10.49 | 2,988 | 1.29 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 981 | 0.00 | 275 | 13.22 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 2,255 | 1.85 | 632 | 15.15 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 59 | 0.00 | 17 | 14.29 |
Other Listings
| MX:VIS |
