Mga Batayang Estadistika
| Pemilik Institusional | 1258 total, 1225 long only, 7 short only, 26 long/short - change of 1.04% MRQ |
| Alokasi Portofolio Rata-rata | 0.4549 % - change of -4.06% MRQ |
| Saham Institusional (Jangka Panjang) | 179,197,509 (ex 13D/G) - change of 6.74MM shares 3.91% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 13,226,217 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund (US:XLP) memiliki 1258 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 179,200,509 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, Goldman Sachs Group Inc, Jpmorgan Chase & Co, Healthcare Of Ontario Pension Plan Trust Fund, Envestnet Asset Management Inc, Raymond James Financial Inc, LPL Financial LLC, Wells Fargo & Company/mn, and Ameriprise Financial Inc .
Struktur kepemilikan institusional The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund (ARCA:XLP) 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 80.87 / share. Previously, on September 6, 2024, the share price was 82.99 / share. This represents a decline of 2.55% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-02 | 13F | HBW Advisory Services LLC | 18,166 | 4.61 | 1,471 | 3.67 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 6,728 | 0.46 | 545 | -0.37 | ||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | Put | 925 | -99.02 | 222 | -97.11 | |||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 3,440 | -92.70 | 279 | -92.78 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 67,215 | -7.78 | 5,442 | -8.57 | ||||
| 2025-08-06 | 13F | Miller Investment Management, LP | 12,727 | -36.87 | 1,031 | -37.42 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 85,376 | -1.95 | 6,913 | -2.80 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 126,200 | 10,218 | ||||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 2,546 | -10.51 | 206 | -11.21 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 425 | 34 | ||||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 74,789 | 9.47 | 6,049 | 9.19 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 569,106 | -0.03 | 46,129 | -0.82 | ||||
| 2025-05-12 | 13F | Morton Community Bank | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 2,366 | 0.00 | 192 | -1.04 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 19,150 | 3.28 | 1,551 | 2.38 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 90,733 | -11.21 | 7,347 | -11.98 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 5,167 | -1.32 | 418 | -2.11 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 24,051 | 35.29 | 1,947 | 34.18 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Sykon Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 125,368 | 42.63 | 10,151 | 41.42 | ||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 3,501 | 9.44 | 283 | 8.43 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3,303 | 19.11 | 267 | 18.14 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 8,831 | 76.73 | 715 | 75.25 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 24,666 | 2.93 | 1,997 | 2.04 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 9,037 | 94.34 | 732 | 92.88 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 37,103 | -6.09 | 3,004 | -6.88 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 24,115 | 1.65 | 1,953 | 6.14 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 8,808 | 4.88 | 713 | 4.09 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 49,028 | 0.75 | 3,970 | -0.13 | ||||
| 2025-07-22 | 13F | Elevate Capital Advisors, LLC | 14,877 | 1,205 | ||||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 2,575 | 208 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 14,750 | -25.17 | 1,194 | -25.79 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 480 | 0.00 | 39 | -2.56 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 117,126 | 270.07 | 9 | 350.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 51,899 | 4.65 | 4,202 | 3.75 | ||||
| 2025-08-07 | 13F | Capitol Family Office, Inc. | 269 | 0.00 | 22 | 0.00 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 4,060 | 329 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 238 | 0.00 | 19 | 0.00 | ||||
| 2025-08-14 | 13F | Lighthouse Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,727 | -34.68 | 140 | -35.35 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 179,367 | -3.80 | 15 | -6.67 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 2,560 | 0.31 | 207 | -0.48 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 195 | 0.00 | 16 | 0.00 | ||||
| 2025-05-06 | 13F | Arlington Capital Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-07 | 13F | BlueStem Wealth Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 36,598 | 609.68 | 2,963 | 603.80 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 12,681 | -23.69 | 1,027 | -24.39 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 19,267 | -62.65 | 1,582 | -62.45 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 163,713 | 4.00 | 13,256 | 3.10 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 81,442 | 5.89 | 6,651 | 10.01 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 238 | -58.75 | 19 | -59.57 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 6,379 | 0.16 | 517 | -0.77 | ||||
| 2025-08-15 | 13F/A | Conversant Capital LLC | Put | 300,000 | -45.45 | 24,291 | -45.92 | |||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,422 | -8.62 | 277 | -9.18 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 1,192,591 | 1.22 | 96,564 | 0.36 | ||||
| 2025-08-28 | NP | GLOW - VictoryShares WestEnd Global Equity ETF | 3,589 | -57.38 | 291 | -57.79 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 206,695 | 9.74 | 16,736 | 8.80 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 21,399 | 13.41 | 1,733 | 12.39 | ||||
| 2025-08-13 | 13F | Thor Trading Advisors, Llc | 42,676 | -81.27 | 3,455 | -81.43 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 7,688 | -4.67 | 623 | -5.47 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 38,517 | -1.41 | 3,119 | -2.26 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 5,271 | -7.80 | 427 | -8.58 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 11,704 | 11.95 | 948 | 11.02 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 4,053 | 0.00 | 328 | -0.91 | ||||
| 2025-07-28 | 13F | Essex LLC | 28,228 | 5.77 | 2,286 | 4.86 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 390 | 0.78 | 32 | 0.00 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 981,362 | 54.15 | 79,461 | 52.83 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 26,853 | -9.48 | 2,174 | -10.24 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 2,689 | 4.59 | 0 | |||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 9,127 | -2.02 | 739 | -2.76 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Bollard Group LLC | 1,121 | 0.36 | 0 | |||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 80 | 0.00 | 6 | 0.00 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 31 | 3,000.00 | 3 | 0.00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 280 | -50.00 | 23 | -51.11 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 43,809 | 65.28 | 3,547 | 63.91 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 6,515 | -19.61 | 528 | -20.27 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 144,224 | 18.63 | 11,678 | 17.60 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 15,153 | 209.75 | 1,227 | 207.27 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 106 | -10.92 | 0 | |||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 4,000 | -53.41 | 324 | -53.92 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 200 | 16 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 89,965 | 3.19 | 7,284 | 2.30 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 40,717 | 42.89 | 3,297 | 41.64 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 943 | 78 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 15,933 | -26.84 | 1,290 | -27.45 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 2,563 | 208 | ||||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 17,818 | 0.73 | 1,443 | -0.14 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 15,432 | 72.06 | 1,250 | 70.63 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 181 | 15 | ||||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 27,534 | -1.39 | 2,229 | -2.24 | ||||
| 2025-08-18 | 13F/A | Nomura Holdings Inc | Call | 325,000 | 26,315 | |||||
| 2025-08-18 | 13F/A | Nomura Holdings Inc | Put | 650,000 | 52,630 | |||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class | 138,848 | -6.36 | 11,243 | -8.65 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 9,686 | 4.57 | 802 | 5.80 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 22,666 | 11.09 | 1,835 | 10.14 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 82,000 | 0.00 | 6,640 | -0.85 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 25,382 | 158.89 | 2,055 | 156.88 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 583 | 0.69 | 47 | 0.00 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 283 | 0.00 | 23 | -4.35 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 5,713 | 76.55 | 463 | 75.00 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 10,112 | 819 | ||||||
| 2025-07-30 | 13F | Axecap Investments, LLC | 5,757 | -31.30 | 466 | -31.87 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 6,725 | 72.08 | 1 | |||||
| 2025-06-30 | NP | TACK - Fairlead Tactical Sector ETF | 344,264 | 1.12 | 28,171 | 4.76 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 9,526 | 0.43 | 771 | -0.39 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 218,319 | -2.29 | 17,677 | -3.13 | ||||
| 2025-07-18 | 13F | Mitsubishi UFJ Asset Management (UK) Ltd. | 47,700 | -14.36 | 4 | -25.00 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Eisler Capital Management Ltd. | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | LMR Partners LLP | Put | 0 | -100.00 | 0 | ||||
| 2025-05-14 | 13F | Eisler Capital Management Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 6,946 | 562 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 21,832 | -2.11 | 1,768 | -2.97 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 121 | 0.83 | 10 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 95,447 | -29.78 | 7,728 | -30.38 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 830 | 0.00 | 67 | 0.00 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 740 | 2.78 | 60 | 1.72 | ||||
| 2025-08-14 | 13F | Rokos Capital Management LLP | Call | 0 | -100.00 | 0 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 178,793 | 46.76 | 14 | 55.56 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 235 | 0 | ||||||
| 2025-05-12 | 13F | Basso Capital Management, L.p. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | First International Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 11,360 | -2.63 | 920 | -3.47 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 23,607 | -16.01 | 1,911 | -16.73 | ||||
| 2025-08-14 | 13F | Rokos Capital Management LLP | Put | 0 | -100.00 | 0 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 32,030 | 2.94 | 2,593 | 2.05 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 14,541 | -12.62 | 1,177 | -13.39 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 2,861 | -11.42 | 0 | |||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 11,684 | 0.92 | 946 | 0.11 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 7,973 | 1.04 | 646 | 0.16 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 2,515 | -2.14 | 204 | -2.87 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 19,042 | 1,542 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 79,298 | 6.02 | 6,421 | 5.11 | ||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 33,376 | 42.40 | 2,702 | 41.17 | ||||
| 2025-05-13 | 13F | Leuthold Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 11 | 1 | ||||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 2,535 | 0.00 | 205 | -0.97 | ||||
| 2025-04-23 | 13F | Terra Nova Asset Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 50,183 | -0.27 | 4,063 | -1.12 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 93 | 0.00 | 8 | 0.00 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 63,485 | -2.53 | 5,140 | -3.37 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 15,803 | -1.55 | 1,280 | -2.37 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 7,174 | -38.19 | 581 | -38.75 | ||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 37 | -85.71 | 0 | |||||
| 2025-08-07 | 13F | Valence8 US LP | 123,271 | 0.49 | 9,981 | -0.37 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4,334,705 | -4.26 | 350,981 | -5.08 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 16,358 | 57.09 | 1,325 | 55.76 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 2,907 | -3.61 | 235 | -4.47 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 1,733 | -72.91 | 140 | -73.18 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 5,298 | -17.19 | 429 | -18.01 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 129 | -4.44 | 0 | |||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 792,890 | -5.27 | 64,200 | -6.08 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 20 | 11.11 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 427,464 | 6.94 | 34,612 | 6.02 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 74,201 | 18.55 | 6,008 | 17.55 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1,846 | 7.76 | 150 | 7.19 | ||||
| 2025-08-08 | 13F | Creative Planning | 172,753 | 2.40 | 13,988 | 1.52 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 499 | 11.63 | 40 | 11.11 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 26,952 | -2.79 | 2,182 | -3.62 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 8,860 | -50.10 | 717 | -50.55 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 4,232 | 57.97 | 343 | 56.88 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 62,950 | 5.80 | 5,097 | 4.90 | ||||
| 2025-08-01 | 13F | First National Trust Co | 5,280 | -2.48 | 428 | -3.39 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 85 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 482 | -46.02 | 39 | -45.83 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 48,522 | 1.28 | 3,963 | 5.23 | ||||
| 2025-08-28 | NP | RQEAX - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares | 6,900 | 0.00 | 559 | -0.89 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 108,249 | 0.00 | 9 | 0.00 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Covestor Ltd | Put | 51 | 0 | |||||
| 2025-04-29 | 13F | Callan Capital, LLC | 53,214 | -0.68 | 4,346 | 3.16 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 52,970 | -5.29 | 4,289 | -6.11 | ||||
| 2025-05-15 | 13F | Polar Asset Management Partners Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 7,453 | -5.62 | 1 | |||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 2,606 | -7.13 | 211 | -7.86 | ||||
| 2025-05-14 | 13F | Nan Shan Life Insurance Co., Ltd. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 11,153 | 914 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-18 | 13F | Founders Capital Management | 421 | 0.48 | 34 | 0.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,091,597 | 39.22 | 88,387 | 38.02 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 16,529 | 9.88 | 1,338 | 8.96 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 45,300 | 3,668 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 191,304 | 26.00 | 15,490 | 24.92 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 17,655 | -14.70 | 1,430 | -15.44 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 7,560 | 26.08 | 612 | 25.15 | ||||
| 2025-08-11 | 13F | Citigroup Inc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 5,207 | 0.00 | 422 | -0.94 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3,597 | 4.99 | 291 | 4.30 | ||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 2,621 | -0.57 | 212 | -1.40 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 15,103 | 3.14 | 1,223 | 2.26 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 45,334 | 0.01 | 3,671 | -0.86 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 3,025 | -35.13 | 245 | -35.79 | ||||
| 2025-07-09 | 13F | Biltmore Wealth Management, LLC | 175,921 | 1.27 | 14,244 | 0.40 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 27,765 | 16.51 | 2,248 | 15.28 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Brendel Financial Advisors LLC | 6,836 | -27.09 | 1 | |||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 4,641 | -0.60 | 376 | -1.57 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 100 | 0.00 | 0 | |||||
| 2025-07-21 | 13F/A | Point72 Asset Management, L.P. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 72,204 | -11.69 | 5,846 | -12.45 | ||||
| 2025-07-25 | 13F | Bricktown Capital, LLC | 8,508 | 0.00 | 689 | -0.86 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 52,444 | 40,554.26 | 4,246 | 42,360.00 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 11,410 | 3,580.65 | 932 | 3,779.17 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 686,520 | 63.14 | 55,588 | 61.75 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 27,672 | -0.44 | 2,241 | -1.32 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 670 | -3.46 | 54 | -3.57 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 26 | 0.00 | 2 | 0.00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 4,563 | 0.64 | 369 | -0.27 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3,216 | -8.79 | 260 | -9.41 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 40 | 0.00 | 3 | 0.00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 27,792 | 0.09 | 2,250 | -0.75 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 317 | 0.00 | 26 | 0.00 | ||||
| 2025-08-15 | 13F | Concentric Capital Strategies, LP | 4,937 | -92.31 | 400 | -92.39 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 7,823 | -22.07 | 633 | -22.71 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 9,745 | -0.57 | 789 | -1.37 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 119,595 | 24.03 | 9,634 | 24.21 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 5,703 | 0.00 | 462 | -0.86 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 12,924 | -0.29 | 1,046 | -1.13 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 25,738 | 0.71 | 2,082 | 0.39 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2,570 | -0.31 | 208 | -0.95 | ||||
| 2025-07-31 | 13F | Wright Fund Managment, LLC | 77,021 | 0.00 | 6,290 | 0.00 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 11,273 | 2.18 | 913 | 1.33 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 222 | 146.67 | 18 | 142.86 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 191 | 0.00 | 15 | 0.00 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 1,800 | 0.00 | 147 | -0.68 | ||||
| 2025-08-07 | 13F | PFG Advisors | 13,027 | 7.57 | 1,055 | 6.57 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 3,580 | -2.72 | 290 | -3.67 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 5,477 | 434 | ||||||
| 2025-08-14 | 13F | Militia Capital Partners, LP | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 13,366 | 0.00 | 1,082 | -0.82 | ||||
| 2025-08-11 | 13F | Greenland Capital Management LP | 19,783 | 1,602 | ||||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 22,771 | 0.00 | 1,844 | -0.86 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 41 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | AMG National Trust Bank | 32,906 | -2.06 | 2,664 | -2.88 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 10,877 | -2.86 | 881 | -3.72 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3,309 | -2.04 | 268 | -2.91 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 135,598 | -0.42 | 11,149 | 0.25 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 3,356 | 0.21 | 272 | -0.73 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 151 | -60.88 | 12 | -61.29 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 27,349 | 33.26 | 2,214 | 41.29 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 14,129 | -37.26 | 1,144 | -37.79 | ||||
| 2025-08-14 | 13F | Meiji Yasuda Life Insurance Co | 79,949 | 0.00 | 6,473 | -0.86 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 11,002 | -0.41 | 895 | -1.11 | ||||
| 2025-07-17 | 13F | City Holding Co | 1,716 | -20.85 | 139 | -22.03 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 2,338 | 94.83 | 189 | 92.86 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 117 | 0.00 | 0 | |||||
| 2025-08-01 | 13F | Planning Directions Inc | 16,578 | -7.33 | 1,342 | -8.15 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 394 | 0.00 | 32 | -3.12 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 8,252 | 7.42 | 682 | 9.13 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 10,476 | 0.55 | 848 | 0.47 | ||||
| 2025-07-24 | NP | THLV - THOR Low Volatility ETF | 42,676 | -57.70 | 3,535 | -57.91 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 21,140 | 28.82 | 1,712 | 27.69 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 3,532 | -9.87 | 286 | -10.94 | ||||
| 2025-07-15 | 13F | Herbst Group, Llc | 4,205 | 12.46 | 340 | 11.48 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 19,650 | 470.89 | 1,591 | 466.19 | ||||
| 2025-08-27 | NP | HDCAX - Rational Equity Armor Fund Class A Shares | 13,987 | -11.20 | 1,133 | -11.98 | ||||
| 2025-06-30 | NP | ASPGX - Astor Sector Allocation Fund Class A Shares | 22,401 | -2.61 | 1,833 | -0.49 | ||||
| 2025-08-11 | 13F | ARS Investment Partners, LLC | 9,962 | -18.57 | 807 | -16.13 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 3,793 | -1.17 | 307 | -1.92 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 14,499 | 0.28 | 1,174 | -0.59 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 602,100 | 53.28 | 48,752 | 51.97 | |||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 3,302 | 1.54 | 267 | 0.75 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 232,480 | 265 | ||||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 37,988 | 10.99 | 3,076 | 10.06 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 4,877 | 0.00 | 395 | -1.01 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 3,409 | 0.06 | 276 | -0.72 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 7,910 | -9.32 | 640 | -10.11 | ||||
| 2025-08-11 | 13F | Sharpepoint Llc | 26,605 | 4.33 | 2,154 | 4.01 | ||||
| 2025-05-15 | 13F | Centiva Capital, LP | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 21,730 | 1.82 | 1,760 | 0.98 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 5,011 | -1.03 | 406 | -1.94 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas | 5,491 | 1.42 | 445 | 0.45 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 153 | 96.15 | 12 | 100.00 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 13,425 | 0.13 | 1,087 | -0.73 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 130 | 0.00 | 10 | 0.00 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 741 | 270.50 | 60 | 268.75 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 124 | 0.00 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | Family Management Corp | 29 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | LMR Partners LLP | 46,451 | -43.29 | 3,761 | -43.77 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 7,345 | -8.79 | 595 | -9.59 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 43,305 | 256.98 | 3,506 | 254.14 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 36,517 | -20.67 | 2,957 | -21.36 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 18,488 | -0.06 | 1,497 | -0.93 | ||||
| 2025-04-25 | 13F | Colonial River Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | Put | 810,500 | -24.65 | 65,626 | -25.29 | |||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | Call | 30,000 | -40.36 | 2,429 | -40.87 | |||
| 2025-08-14 | 13F | Polymer Capital Management (HK) LTD | 37,500 | -8.76 | 3,036 | -9.54 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 129 | 10 | ||||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 50,602 | -1.20 | 4,097 | -2.03 | ||||
| 2025-08-14 | 13F | Edenbrook Capital, LLC | Put | 120,000 | 0.00 | 9,716 | -0.86 | |||
| 2025-08-13 | 13F | Summit Financial, LLC | 36,174 | -3.41 | 2,929 | -4.22 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 7,938 | -2.07 | 643 | -3.02 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Donald L. Hagan, LLC | 22,322 | 90.33 | 1,807 | 88.82 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 6,437 | -11.26 | 521 | -11.99 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 194,363 | 5.74 | 15,738 | 4.83 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A | 400,567 | -0.94 | 32,434 | -3.37 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 34,161 | -12.80 | 2,799 | -12.56 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 319,029 | 5.22 | 25,832 | 4.32 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 10,288 | 17.55 | 833 | 16.67 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 7,654 | 620 | ||||||
| 2025-08-06 | 13F | Eukles Asset Management | 142 | 0.00 | 11 | 0.00 | ||||
| 2025-08-19 | NP | BUFEX - Buffalo Large Cap Fund Investor Class | 19,775 | 1,601 | ||||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | Call | 118,100 | 0.94 | 9,563 | 0.07 | |||
| 2025-08-13 | 13F | Capital Fund Management S.a. | Put | 28,800 | 22.03 | 2,332 | 20.97 | |||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 15,980 | 17.83 | 1,294 | 16.80 | ||||
| 2025-05-16 | 13F/A | Atlanta Consulting Group Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 9 | 0.00 | 1 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 7,439 | 1,427.52 | 602 | 1,443.59 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 1,605 | 0.00 | 130 | -1.53 | ||||
| 2025-08-14 | 13F | Harvey Capital Management Inc | 3,300 | 0.00 | 271 | 0.37 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 9,507 | -13.04 | 770 | -13.79 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Associated Banc-corp | 50,482 | -3.31 | 4,088 | -4.15 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 11,199 | 0.02 | 907 | -0.88 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 945 | 0.00 | 77 | 0.00 | ||||
| 2025-08-11 | 13F | Managed Asset Portfolios, Llc | 7,411 | -20.48 | 600 | -21.16 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 47,275 | -51.15 | 3,772 | -52.28 | ||||
| 2025-05-13 | 13F | Bank Of Montreal /can/ | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-07 | 13F | RDA Financial Network | 13,375 | -1.01 | 1,083 | -1.90 | ||||
| 2025-08-14 | 13F | Peak6 Llc | Call | 89,200 | -0.11 | 7,223 | -0.97 | |||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 30,672 | 0.69 | 2,484 | -0.16 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 2,101 | -19.16 | 170 | -19.81 | ||||
| 2025-08-14 | 13F | Peak6 Llc | Put | 104,500 | -32.14 | 8,461 | -32.73 | |||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 28,077 | 9.86 | 2,302 | 13.52 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 9,050 | 0.00 | 1 | |||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 548 | 0.00 | 44 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 369,691 | 29,934 | ||||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 30 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 3,078 | 254 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 10,417 | -6.30 | 844 | -7.06 | ||||
| 2025-08-14 | 13F | Peak6 Llc | 12,963 | 1,050 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 926,207 | -70.54 | 75 | -71.09 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 25,086 | -1.57 | 2,031 | -2.40 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 40,251 | 30.02 | 3,259 | 28.92 | ||||
| 2025-08-14 | 13F | UBS Group AG | Put | 1,402,400 | 211.71 | 113,552 | 209.04 | |||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 86 | 0.00 | 7 | 16.67 | ||||
| 2025-08-14 | 13F | Winton Capital Group Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 926,200 | -68.72 | 74,994 | -68.99 | |||
| 2025-08-14 | 13F | UBS Group AG | 3,217,340 | -22.08 | 260,508 | -22.75 | ||||
| 2025-08-14 | 13F | UBS Group AG | Call | 325,000 | 100.00 | 26,315 | 98.29 | |||
| 2025-08-14 | 13F/A | Barclays Plc | Put | 300,000 | 45.21 | 24 | 50.00 | |||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 3,301 | 17.72 | 267 | 16.59 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 330 | 0.00 | 27 | 0.00 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 184,700 | 154.06 | 14,955 | 151.89 | |||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 81,831 | 34.61 | 6,725 | 35.46 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 266,000 | 411.54 | 21,538 | 407.25 | |||
| 2025-03-28 | NP | Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF | 41,771 | 2.12 | 3,299 | 0.67 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 16,010 | 0.79 | 1,296 | -0.08 | ||||
| 2025-08-13 | 13F | Lodge Hill Capital, LLC | 66,610 | 58.11 | 5,393 | 56.77 | ||||
| 2025-07-16 | 13F | Amarillo National Bank | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 458 | 0.00 | 37 | 0.00 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 51 | 0.00 | 4 | 0.00 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 5,981 | 7.13 | 484 | 6.37 | ||||
| 2025-04-23 | 13F | ASB Consultores, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 918 | -42.95 | 74 | -43.51 | ||||
| 2025-05-30 | NP | Tidal Trust II - Tactical Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 20,662 | 2.05 | 1,673 | 1.21 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 18,512 | 1,499 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 27,382 | 1.67 | 2,217 | 0.82 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 16,969 | 8.39 | 1,374 | 7.43 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 3,326 | 0.51 | 269 | -0.37 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 2,344,665 | 0.97 | 189,848 | 0.10 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 10,000 | 0.00 | 810 | -0.86 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 20,099 | 203.47 | 1,627 | 201.30 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 1,375 | 0.00 | 111 | -0.89 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | Call | 53,100 | 1,731.03 | 4,300 | 1,721.61 | |||
| 2025-08-13 | 13F | Marshall Wace, Llp | 613,351 | 187.42 | 49,663 | 184.96 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 99,157 | 8,029 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 17,435 | -80.26 | 1 | -85.71 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 8,882 | 1.55 | 719 | 0.70 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 9,611 | -18.45 | 778 | -19.13 | ||||
| 2025-05-07 | 13F | Kapitalo Investimentos Ltda | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 173 | -7.49 | 14 | -6.67 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 4,171 | -43.23 | 338 | -43.83 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 5,971 | 0.00 | 483 | -0.82 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 56,837 | 22.59 | 4,602 | 21.55 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 35 | -60.23 | 3 | -71.43 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 13,341 | -89.69 | 1,080 | -89.78 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 793 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 22,449 | 15.89 | 1,818 | 14.85 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 68,359 | 13.97 | 5,535 | 13.01 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 175 | 0.00 | 14 | 0.00 | ||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 3,977 | 0.00 | 322 | -0.62 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 60,696 | -0.98 | 4,908 | -1.92 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 30,977 | 4.97 | 2,508 | 4.07 | ||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 11,302 | 0.43 | 915 | -0.44 | ||||
| 2025-04-25 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 10,658 | -1.38 | 870 | 2.47 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5,441 | -13.85 | 441 | -14.56 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 2,820 | 0.00 | 228 | -0.87 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 12,126 | 0.21 | 1 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 633,522 | 285.30 | 51,296 | 282.01 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 20,485 | -47.79 | 1,651 | -47.72 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 1,824,100 | 147,697 | ||||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 134 | 0.00 | 11 | 0.00 | ||||
| 2025-04-02 | 13F | Kera Capital Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 108 | 9 | ||||||
| 2025-07-31 | 13F | Quest Partners LLC | 42,286 | 3,424 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A | 264,171 | 0.59 | 21,390 | -1.87 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 273,908 | 517.13 | 22,178 | 511.98 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 6,650 | 4.72 | 538 | 3.86 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 24,026 | 8.49 | 1,945 | 7.58 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 50,335 | -98.60 | 4 | -98.63 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 6,271 | 508 | ||||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 3,188 | 0.00 | 258 | -0.77 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 206 | 0.00 | 17 | 0.00 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 12,085 | 979 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 11,409 | -23.52 | 924 | -21.25 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 1,180,400 | -19.10 | 95,577 | -19.79 | |||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 500 | -28.16 | 40 | -28.57 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 31,532 | -3.01 | 2,553 | -3.84 | ||||
| 2025-05-12 | 13F | Ironwood Investment Counsel, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 314,862 | 49.82 | 25 | 47.06 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 36,132 | -97.69 | 2,926 | -97.71 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 23,925 | -20.26 | 1,937 | -20.94 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 11,939 | -16.58 | 967 | -17.29 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 1,419 | 0.00 | 113 | -1.74 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 11,100 | 0.92 | 899 | 0.00 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 3,594 | 0.03 | 291 | -1.02 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 3,228 | -2.15 | 261 | -2.97 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 4,954 | 4.40 | 401 | 3.62 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 3,790 | 307 | ||||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 89,298 | 1,473.26 | 7,230 | 1,461.56 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 251,008 | 3.95 | 20,487 | 3.88 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 211,707 | 13.92 | 17,142 | 12.94 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 2,924 | 237 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 35,702 | -16.03 | 2,891 | -16.76 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 76,964 | -5.28 | 6,140 | -7.47 | ||||
| 2025-07-23 | 13F | Massachusetts Wealth Management | 27,197 | 2.56 | 2,202 | 1.71 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 408,538 | -0.55 | 33,079 | -1.40 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 442 | -57.09 | 36 | -58.33 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 85 | 0.00 | 7 | 0.00 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 70,295 | 139.84 | 5,692 | 137.82 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 896,600 | -55.32 | 72,598 | -55.70 | |||
| 2025-07-25 | 13F | Prostatis Group LLC | 18,652 | 606.52 | 1,510 | 602.33 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 11,941 | 2.80 | 967 | 1.90 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 2,550 | 0.00 | 206 | -0.96 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 34 | 3 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 9,098 | 21.16 | 737 | 20.07 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 32,984 | 21.85 | 2,671 | 20.81 | ||||
| 2025-08-14 | 13F | Fmr Llc | 65,190 | 2.22 | 5,278 | 1.34 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 47,044 | -2.61 | 3,809 | -3.45 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 16,514 | -9.94 | 1,337 | -4.43 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 23,540 | 2.23 | 1,906 | 1.38 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 2,626,738 | -4.45 | 212,687 | -5.27 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 13,562 | -87.22 | 1,108 | -86.73 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 560 | -45.89 | 0 | |||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 2,877 | 233 | ||||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 10,659 | 0.00 | 863 | -0.80 | ||||
| 2025-08-12 | 13F | one8zero8, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 45,267 | 4 | ||||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 14,856 | 19.38 | 1,203 | 18.31 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 2,878 | -25.69 | 233 | -26.27 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 9,347 | -20.63 | 757 | -21.33 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 784 | 0.00 | 63 | -1.56 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 228,453 | 24.85 | 18,498 | 23.78 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 9,151 | 0.00 | 741 | -0.94 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 26,083 | 22.49 | 2,112 | 21.39 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 68,853 | 6.10 | 5,575 | 5.21 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 232 | -21.89 | 19 | -25.00 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 463 | -2.73 | 37 | -2.63 | ||||
| 2025-08-14 | 13F | Atom Investors LP | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 133,053 | -0.17 | 10,773 | -1.02 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 4,005 | 84.14 | 323 | 82.49 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 120,309 | 1.85 | 9,741 | 0.97 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 7,149 | -5.66 | 579 | -6.47 | ||||
| 2025-05-14 | 13F | Berkshire Asset Management Llc/pa | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 900 | 0.00 | 73 | -1.37 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 225 | 18 | ||||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 14,866 | -0.34 | 1,204 | -1.23 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 54,109 | 4,381 | ||||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-05 | 13F | Pachira Investments Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 15,622 | -1.89 | 1,276 | 1.92 | ||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 30,208 | -21.38 | 2,446 | -22.06 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1,764 | 0.00 | 143 | -1.39 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1 | 0.00 | 0 | |||||
| 2025-05-15 | 13F | Fort Point Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 3,327,147 | 0.06 | 269,399 | -0.80 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 5,157 | 42.50 | 418 | 41.36 | ||||
| 2025-08-28 | NP | EDGU - 3EDGE Dynamic US Equity ETF | 16,788 | -53.97 | 1,359 | -54.37 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 27 | 2 | ||||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 22,661 | -0.16 | 1,835 | -1.03 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 3,878 | -12.22 | 314 | -12.78 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 47,642 | -6.10 | 3,858 | -5.63 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 33,770 | 2,734 | ||||||
| 2025-07-23 | 13F | First Merchants Corp | 85,207 | -3.63 | 6,899 | -4.45 | ||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 513 | -10.47 | 42 | -10.87 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 13,301 | 1.43 | 1 | 0.00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 480 | 0.00 | 39 | -2.56 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 16,028 | -4.31 | 1,298 | -5.12 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 39,760 | 3,219 | ||||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 324 | 0.00 | 26 | 0.00 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 5,683 | -25.72 | 458 | -25.89 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 3,890 | 1.41 | 315 | 0.32 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 73 | 0.00 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Straightline Group Llc | 20,653 | 3.74 | 1,672 | 4.63 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 215,737 | 0.03 | 17,468 | 3.04 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 24,306 | 99.87 | 1,968 | 98.19 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 63,125 | 16.43 | 5,111 | 15.45 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 29,598 | 2,397 | ||||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 2,669 | -38.15 | 216 | -34.35 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 5,034 | 411 | ||||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 222 | -9.76 | 18 | -15.00 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 4 | -97.32 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 16,765 | 14.89 | 1,358 | 13.94 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 223 | 18.62 | 18 | 20.00 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 76 | 0.00 | 6 | 0.00 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 138,144 | -47.33 | 10,579 | -47.17 | ||||
| 2025-07-30 | 13F | Beech Hill Advisors, Inc. | 2,547 | -8.78 | 206 | -9.65 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 1,852 | -94.80 | 150 | -94.88 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 127,848 | 5.97 | 10,331 | 9.15 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 234 | 19 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 4,431 | -0.67 | 359 | -1.65 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 8,186 | -5.63 | 663 | -6.50 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 7,592 | 615 | ||||||
| 2025-08-06 | 13F | Yelin Lapidot Holdings Management Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 324 | -85.94 | 26 | -86.17 | ||||
| 2025-07-16 | 13F | American National Bank | 199 | 16 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 33,702 | 2,729 | ||||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 64,234 | -17.32 | 5,201 | -18.03 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2,704 | -80.79 | 219 | -81.03 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 46,835 | 0.50 | 3,792 | -0.34 | ||||
| 2025-08-28 | NP | XLSR - SPDR(R) SSGA US Sector Rotation ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 821,994 | 1,490.48 | 66,557 | 1,477.16 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 10,835 | 26.96 | 890 | 28.06 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 8,780 | 0.27 | 711 | -0.70 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 90,000 | 85 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 8,459 | -1.27 | 685 | -2.15 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 2,926 | 0.00 | 237 | -0.84 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8,308 | 1.98 | 673 | 1.05 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 18,399 | -2.30 | 1,490 | -3.19 | ||||
| 2025-08-14 | 13F | Alaska Permanent Fund Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 2,977 | -4.86 | 241 | -5.49 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 17,170 | -14.56 | 1,390 | -15.30 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 12,731 | -0.09 | 1,031 | -0.96 | ||||
| 2025-08-14 | 13F | Boothbay Fund Management, Llc | 4,149 | 0.00 | 336 | -0.89 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | MKT Advisors LLC | 8,018 | 0.00 | 657 | 5.80 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 3,684 | -33.69 | 0 | |||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 5,832 | -4.69 | 472 | -5.41 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sentinus, LLC | 5,481 | -1.03 | 444 | -1.99 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 66,557 | -0.26 | 5,389 | -1.12 | ||||
| 2025-08-06 | 13F | Paragon Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | MPRO - Monarch ProCap ETF | 145,479 | 27.70 | 12,050 | 27.32 | ||||
| 2025-08-14 | 13F | Quantessence Capital LLC | 4,785 | -57.49 | 387 | -57.89 | ||||
| 2025-07-10 | 13F | Carderock Capital Management Inc | 334 | 27 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 121 | 0.00 | 10 | 0.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10,720,673 | 5.30 | 868,053 | 4.40 | ||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 8,707 | 5.90 | 705 | 5.07 | ||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 10,485 | -4.66 | 849 | -5.57 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 33,862 | 8.23 | 2,742 | 7.28 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 10,599 | 0.02 | 858 | -0.92 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 4,582 | 16.00 | 371 | 15.22 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 15,066 | 141.33 | 1,235 | 142.16 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | Put | 54,000 | -1.82 | 4,372 | -2.65 | |||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 1,058 | 0.00 | 86 | -1.16 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 354 | -51.04 | 29 | -52.54 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 52,164 | -43.40 | 4,224 | -43.90 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 11,619 | 0.32 | 941 | -0.53 | ||||
| 2025-07-30 | NP | EQL - Alps Equal Sector Weight ETF | 576,347 | 7.05 | 47,739 | 6.72 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 3,824 | 0.00 | 310 | -0.96 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3,408 | -36.42 | 276 | -37.07 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 10 | -52.38 | 1 | -100.00 | ||||
| 2025-07-23 | 13F | Trust Asset Management LLC | 405,519 | 0.00 | 32,835 | -0.86 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 11,562 | -10.99 | 936 | -11.70 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 664,509 | 10.94 | 53,805 | 9.99 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 415,610 | 1.50 | 33,652 | 0.63 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 32,625 | 0.00 | 2,642 | -0.86 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 40,759 | 5.57 | 3,300 | 4.66 | ||||
| 2025-08-08 | 13F | Cercano Management LLC | 281,233 | -28.51 | 22,771 | -29.12 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 4,655 | 0.32 | 377 | -0.53 | ||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 7,355 | 0.53 | 596 | -0.34 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | 1 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Centiva Capital, LP | 2,300 | 61.97 | 186 | 61.74 | ||||
| 2025-05-02 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | J. Goldman & Co LP | 240,596 | -17.36 | 19,481 | -18.06 | ||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3,104 | 239.98 | 251 | 239.19 | ||||
| 2025-08-13 | 13F | Centiva Capital, LP | Put | 120,000 | 100.00 | 9,716 | 98.29 | |||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 39,709 | -2.52 | 3,215 | -3.34 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 33,670 | 26.88 | 2,726 | 25.80 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 5,425 | 3.83 | 439 | 3.05 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 5,130 | 41.67 | 415 | 40.68 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 16,855 | 6.69 | 1,365 | 5.74 | ||||
| 2025-04-10 | 13F | Smith Anglin Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 6,229 | 504 | ||||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Put | 52,800 | -77.94 | 4,275 | -78.13 | |||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 13,460 | 1.52 | 1,090 | 0.65 | ||||
| 2025-05-07 | 13F | Vantage Financial Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 5,185 | 0.00 | 423 | 0.00 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Call | 51,500 | -14.88 | 4,170 | -15.62 | |||
| 2025-08-13 | 13F | SCS Capital Management LLC | 8,608 | -21.49 | 697 | -22.12 | ||||
| 2025-08-14 | 13F | Soros Fund Management Llc | Put | 1,400,000 | 113,358 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 24,948 | 13.94 | 2,020 | 12.98 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 18,002 | -0.17 | 1,458 | -1.02 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 511 | 0.59 | 41 | 0.00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 102 | 0.00 | 8 | 0.00 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 10,357 | -2.33 | 839 | -3.23 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 27,496 | 26.65 | 2,226 | 25.62 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 2,994 | 0.00 | 242 | -0.82 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 39,532 | 3,201 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 4,693 | -16.98 | 383 | -16.74 | ||||
| 2025-08-25 | NP | KOOL - North Shore Equity Rotation ETF | 15,782 | 23.97 | 1,278 | 22.91 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 28,206 | -2.70 | 2,284 | -3.55 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 5,633 | 0.59 | 465 | 2.65 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 3,668 | 0.00 | 297 | -1.00 | ||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 96,828 | -1.08 | 7,840 | -1.93 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 6,472 | 0.33 | 524 | -0.38 | ||||
| 2025-08-01 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 3,240 | -44.71 | 262 | -45.19 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 58,690 | 67.26 | 4,752 | 65.86 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1,494 | 0.00 | 121 | -1.64 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 3,166 | 0.00 | 256 | -0.78 | ||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 4,185 | -9.30 | 339 | -10.11 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 2,514 | 0.00 | 204 | -0.98 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 2,703 | -7.43 | 219 | -8.40 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 3,847 | 4.09 | 311 | 3.32 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 20,000 | 33.33 | 1,619 | 32.16 | ||||
| 2025-08-04 | 13F | Canton Hathaway, LLC | 43,321 | -0.23 | 4 | 0.00 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 27 | 0.00 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,883 | -26.92 | 719 | -27.52 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 257 | 27.23 | 21 | 25.00 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 8,352 | 0.00 | 676 | -0.88 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 249,954 | -2.89 | 20,239 | -3.72 | ||||
| 2025-07-22 | 13F | Sava Infond d.o.o. | 3,495 | -11.85 | 283 | -12.69 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 2,956 | 0.00 | 239 | -0.83 | ||||
| 2025-07-21 | 13F | 111 Capital | 26,273 | -82.21 | 2,127 | -82.36 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 2,722,208 | -3.49 | 220 | -4.35 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 6,346 | -49.52 | 514 | -50.00 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 1,480 | 0.20 | 120 | -0.83 | ||||
| 2025-05-09 | 13F | Avalon Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 8,434 | -3.88 | 683 | -4.75 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Nissay Asset Management Corp /japan/ /adv | 1,579,530 | 0.00 | 127,895 | -0.86 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 423,949 | 2.55 | 34,327 | 1.67 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 7,321 | 4.51 | 593 | 3.50 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 54,342 | -4.03 | 4,400 | -4.84 | ||||
| 2025-07-31 | 13F | City State Bank | 1,425 | 0.00 | 115 | -0.86 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Clear Street Markets Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 51,304 | 1,021.40 | 4,154 | 1,013.67 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 359 | 0.00 | 29 | 0.00 | ||||
| 2025-08-28 | NP | ICSIX - Dynamic U.S. Opportunity Fund Class I | 64,189 | -17.33 | 5,197 | -18.04 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 15,801 | -4.78 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,861 | 0.00 | 151 | -0.66 | ||||
| 2025-06-16 | 13F | Peterson Wealth Management | 35,545 | 1.46 | 2,903 | 5.37 | ||||
| 2025-05-05 | 13F | Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 4,818 | 6.38 | 390 | 5.69 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Brave Asset Management Inc | 70,929 | -0.46 | 5,752 | -1.17 | ||||
| 2025-08-14 | 13F | SRB Corp | 59,584 | 0.00 | 4,825 | -0.86 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 6,571 | -0.11 | 532 | -0.93 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 392 | 0.00 | 32 | -3.12 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 5,584 | 8.36 | 452 | 7.62 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Harrell Investment Partners, Llc | 23,683 | -69.39 | 1,918 | -69.66 | ||||
| 2025-08-22 | NP | BEARX - Federated Prudent Bear Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -3,000 | -243 | |||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 1,706 | 0.00 | 138 | -0.72 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 17,740 | -11.77 | 1,436 | -12.55 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 4,719 | 3.92 | 382 | 3.24 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 63,475 | 7.37 | 5,140 | 6.44 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 3,000 | 0.00 | 243 | -0.82 | ||||
| 2025-08-14 | 13F | Luxor Capital Group, LP | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 27,060 | -0.47 | 2,191 | 109,450.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10,450 | 20.03 | 846 | 23.68 | ||||
| 2025-08-26 | NP | CRTBX - Conquer Risk Tactical Rotation Fund | 205,651 | 19.83 | 16,652 | 16.90 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 110 | 0.00 | 9 | 0.00 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 146 | 0.69 | 12 | 0.00 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 643 | 60.75 | 52 | 62.50 | ||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 29,211 | 161.94 | 2,365 | 159.89 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 101,780 | 1.74 | 8,241 | 0.87 | ||||
| 2025-08-12 | 13F | Heartland Advisors Inc | 982 | 80 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 12,831 | -4.64 | 1,039 | -5.55 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 11,735 | -1.10 | 950 | -1.96 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 4,236 | 343 | ||||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 1,225 | -1.69 | 99 | -1.98 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 9,503 | -1.37 | 776 | 2.51 | ||||
| 2025-05-14 | 13F | Zacks Investment Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 128 | -74.75 | 10 | -75.61 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 500 | 0.00 | 40 | 0.00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 2,489 | -21.13 | 202 | -21.79 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 648 | 5.37 | 52 | 4.00 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 11,155 | 0.44 | 903 | -0.44 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 12,159 | -2.38 | 985 | -3.24 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 96,903 | 4.29 | 7,846 | 3.40 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 347 | 28 | ||||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 5,190 | -2.15 | 420 | -3.00 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 1,723 | -99.88 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 52,053 | 1.48 | 4,215 | 0.60 | ||||
| 2025-08-13 | 13F | Capula Management Ltd | Put | 0 | -100.00 | 0 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 38,696 | 2.28 | 3,133 | 1.42 | ||||
| 2025-08-13 | 13F | Capula Management Ltd | Call | 0 | -100.00 | 0 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 429 | -17.82 | 35 | -19.05 | ||||
| 2025-05-15 | 13F | Twin Tree Management, LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 3,979 | 15.13 | 322 | 14.18 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 346 | -4.68 | 28 | -3.45 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3,374 | 8.00 | 273 | 7.06 | ||||
| 2025-08-13 | 13F | Capula Management Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 12,238 | 54.42 | 991 | 59.16 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 3,290 | 0.00 | 266 | -0.75 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 46,117 | -9.82 | 3,734 | -10.58 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 7,919 | 641 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 1,803 | -9.94 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 12,213 | -27.67 | 989 | -28.35 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 13,991 | -5.09 | 1,133 | -5.98 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 315,034 | 2.62 | 25,508 | 1.75 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 369 | 30 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 14,815 | -6.29 | 1,200 | -7.13 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 10,867 | -81.05 | 880 | -81.23 | ||||
| 2025-08-14 | 13F | Saudi Central Bank | 963,581 | 78,021 | ||||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 574 | 11.67 | 46 | 12.20 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 43,378 | -7.38 | 3,512 | -8.18 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 9,351 | 6.53 | 1 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 1,336 | 0.60 | 108 | 0.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 38,353 | -78.30 | 3 | -78.57 | ||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 7,791 | 0.67 | 633 | 0.00 | ||||
| 2025-07-17 | 13F/A | RK Capital Management, LLC/FL | Call | 0 | -100.00 | 0 | -100.00 |
