Mga Batayang Estadistika
| Pemilik Institusional | 754 total, 743 long only, 4 short only, 7 long/short - change of -3.94% MRQ |
| Alokasi Portofolio Rata-rata | 0.3384 % - change of -10.39% MRQ |
| Saham Institusional (Jangka Panjang) | 143,807,885 (ex 13D/G) - change of -9.66MM shares -6.30% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 5,654,351 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund (US:XLRE) memiliki 754 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 143,845,529 saham. Pemegang saham terbesar meliputi Creative Planning, Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Wells Fargo & Company/mn, Cassaday & Co Wealth Management LLC, Bnp Paribas Arbitrage, Sa, Phoenix Holdings Ltd., Goldman Sachs Group Inc, and Ameriprise Financial Inc .
Struktur kepemilikan institusional The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund (ARCA:XLRE) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 42.18 / share. Previously, on September 6, 2024, the share price was 43.63 / share. This represents a decline of 3.32% 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
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 37,793 | 68.58 | 1,565 | 66.84 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 27,783 | 7.99 | 1,167 | 14.43 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 100,260 | 100.13 | 4,174 | 99.14 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3,202 | -48.20 | 133 | -48.84 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 6,442 | 0.00 | 267 | -1.12 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 168,132 | -22.78 | 6,970 | -23.53 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 9,865 | -0.91 | 409 | -1.92 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 98,337 | -0.55 | 4,073 | -1.57 | ||||
| 2025-08-26 | NP | LCORX - Leuthold Core Investment Fund Retail Class | Short | -19,041 | -0.00 | -789 | -1.01 | |||
| 2025-05-15 | 13F | Putnam Fl Investment Management Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6,515 | 270 | ||||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 6,828 | -2.93 | 286 | -0.35 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 6,179 | -4.57 | 256 | -5.56 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 6,261 | 16.46 | 259 | 15.63 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 406,381 | -3.27 | 17 | -5.88 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 237,885 | 4.45 | 9,853 | 3.38 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 10,027 | -0.39 | 415 | -1.43 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 82 | 0.00 | 3 | 0.00 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 32,109 | -11.39 | 1,330 | -12.34 | ||||
| 2025-08-28 | NP | RQEAX - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares | 4,800 | 0.00 | 199 | -1.00 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 290,865 | -1.80 | 12,048 | -2.81 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 150,203 | 13.05 | 6,221 | 11.89 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | Put | 1,000 | 4,142 | |||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 2,389,305 | -33.84 | 98,965 | -34.51 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 29,387 | 4.60 | 1,217 | 3.57 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1,645 | -20.99 | 68 | -21.84 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 6,933 | 0.00 | 288 | -1.03 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 18 | 0.00 | 1 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 8,596 | 356 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 416,973 | 15.64 | 17,271 | 14.45 | ||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 770,487 | 12.23 | 31,914 | 11.08 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 171,121 | 18.89 | 7,088 | 17.67 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12,284 | -58.21 | 509 | -58.70 | ||||
| 2025-08-13 | 13F | Thor Trading Advisors, Llc | 86,595 | 3,587 | ||||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 735 | 0.00 | 30 | 0.00 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 32,285 | -23.95 | 1,337 | -24.72 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 143 | 6 | ||||||
| 2025-04-24 | 13F | Money Concepts Capital Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 4,849 | -80.49 | 201 | -80.77 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 29,303 | -10.39 | 1,214 | -11.33 | ||||
| 2025-08-13 | 13F | Bollard Group LLC | 617 | 0.65 | 0 | |||||
| 2025-07-21 | 13F | Impact Investors, Inc | 14,197 | 3.33 | 588 | 2.26 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 31,727 | 5.51 | 1,326 | 8.96 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 6,704 | -9.54 | 280 | -6.69 | ||||
| 2025-08-07 | 13F/A | Curat Global, LLC | 820 | 0.00 | 34 | -2.94 | ||||
| 2025-05-14 | 13F | Walleye Trading LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-04-29 | 13F | Bolthouse Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Capstone Investment Advisors, Llc | 10,033 | -26.54 | 416 | -27.32 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 41 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 27,007 | 3.36 | 1,119 | 2.29 | ||||
| 2025-06-30 | NP | TACK - Fairlead Tactical Sector ETF | 669,050 | -2.01 | 27,632 | 11.83 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1,038 | 0.00 | 43 | -2.33 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 32,745 | -43.11 | 1 | -50.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 18,078 | 8.40 | 749 | 7.32 | ||||
| 2025-05-14 | 13F | Quantitative Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 2,029 | 12.47 | 84 | 12.00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 87,138 | 6.93 | 3,609 | 5.84 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1,588 | 0.76 | 66 | 0.00 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | CAP Partners, LLC | 84,010 | 4.62 | 3,480 | 3.54 | ||||
| 2025-08-14 | 13F | Comerica Bank | 42,975 | -4.50 | 1,780 | -5.47 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 7,827 | 0.00 | 324 | -0.92 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6,632,065 | -2.96 | 274,700 | -3.96 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 14,556 | 603 | ||||||
| 2025-05-15 | 13F | Schonfeld Strategic Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 29,227 | 7.91 | 1,211 | 6.80 | ||||
| 2025-04-28 | 13F | Vontobel Holding Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Peoples Bank/KS | 17,802 | 0.96 | 737 | 0.00 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 71,209 | -4.00 | 2,949 | -4.99 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 470,029 | 1.29 | 19,469 | 0.24 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,184,432 | 2.45 | 49,059 | 1.40 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 3,478 | 144 | ||||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 145,256 | 16.71 | 6,016 | 15.51 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 167,249 | -8.01 | 6,927 | -8.95 | ||||
| 2025-05-08 | 13F | Heritage Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 217 | 26.16 | 9 | 14.29 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 78 | 1.30 | 3 | 0.00 | ||||
| 2025-05-13 | 13F | Forefront Analytics, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | First National Trust Co | 7,400 | 2.98 | 307 | 2.00 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 26,459 | 9.01 | 1,096 | 7.88 | ||||
| 2025-08-13 | 13F | Berbice Capital Management LLC | 800 | 300.00 | 33 | 312.50 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 14,412 | 3.82 | 597 | 2.76 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5,327 | 4.23 | 221 | 3.29 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 872,949 | 23.49 | 36,158 | 22.22 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 5,172 | -23.78 | 212 | -24.82 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 10,817 | 10.99 | 448 | 10.07 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1,228 | 0.00 | 51 | -1.96 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 8,130 | -47.97 | 337 | -48.55 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 16 | 0.00 | 0 | |||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 5,319 | -6.99 | 220 | -6.78 | ||||
| 2025-08-14 | 13F | CTC Alternative Strategies, Ltd. | 78,870 | 3,267 | ||||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 5,223 | 216 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 88,159 | -0.43 | 3,652 | -1.46 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 171 | -13.20 | 7 | -12.50 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 17,922 | 0.00 | 742 | -1.07 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 28,447 | -88.79 | 1,178 | -88.79 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 13,590 | -3.87 | 563 | -4.91 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 816 | 1.37 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 31,155 | 346,066.67 | 1,290 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,094 | -99.09 | 45 | -99.10 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 12,502 | 0.96 | 518 | -0.19 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 37,223 | -23.33 | 1,542 | -24.13 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 20,235 | 1.12 | 838 | 0.12 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 17,279 | -2.87 | 716 | -3.90 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6,660 | 4.23 | 276 | 3.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 173,003 | -22.02 | 7,166 | -22.82 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 33,224 | 6.11 | 1,390 | 9.19 | ||||
| 2025-08-15 | 13F | Concentric Capital Strategies, LP | 30,059 | 1,245 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 21,291 | -30.02 | 882 | -30.79 | ||||
| 2025-07-31 | 13F | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 104,758 | 0.00 | 4,342 | -0.91 | ||||
| 2025-05-14 | 13F | D L Carlson Investment Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1,634 | 1,156.92 | 68 | 1,240.00 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 45,748 | 8.64 | 1,914 | 9.75 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 6,436 | 11.18 | 267 | 9.92 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 7,710 | 8.24 | 322 | 21.97 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 482,707 | 1.78 | 19,994 | 0.74 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 7,115 | 0.00 | 295 | -1.01 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5,931 | 9.37 | 246 | 8.41 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 64,663 | 79.39 | 2,678 | 77.59 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 147 | -28.64 | 6 | -25.00 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 38,759 | 5.37 | 1,605 | 4.29 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 2 | -90.91 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 9,206 | 24.49 | 381 | 27.42 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 22,420 | -2.53 | 929 | -3.53 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 44,391 | 1.12 | 1,839 | 0.05 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Stockman Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | AMG National Trust Bank | 11,468 | 27.88 | 475 | 26.67 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 21,793 | 33.63 | 903 | 40.06 | ||||
| 2025-06-30 | NP | ASTIX - Astor Dynamic Allocation Fund Class I shares | 80,683 | -6.99 | 3,332 | -7.24 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9,519 | 9.36 | 391 | 9.52 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 303,635 | 5.17 | 12,577 | 7.32 | ||||
| 2025-08-11 | 13F | Citigroup Inc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 16,258 | 4.32 | 673 | 3.22 | ||||
| 2025-06-30 | NP | ASPGX - Astor Sector Allocation Fund Class A Shares | 15,005 | -13.83 | 620 | -17.69 | ||||
| 2025-04-14 | 13F | Moulton Wealth Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | THLV - THOR Low Volatility ETF | 86,595 | -53.92 | 3,614 | -57.28 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 525 | 0.00 | 22 | 0.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 37,386,268 | 8.34 | 1,548,539 | 7.23 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 19,038 | -11.27 | 788 | -12.15 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 7,896 | -16.23 | 327 | -17.01 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 1,108,400 | -13.83 | 45,910 | -14.72 | |||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 8,771 | -19.83 | 363 | -20.57 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 175,400 | 16.78 | 7,265 | 15.59 | |||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 113,881 | 2.65 | 4,717 | 1.59 | ||||
| 2025-07-31 | 13F | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 303,152 | 0.00 | 12,564 | -0.91 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 124 | 0.00 | 5 | 0.00 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 25,623 | -2.63 | 1,061 | -3.63 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 68,159 | -0.47 | 2,823 | -1.47 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 50,316 | -30.95 | 2,084 | -31.65 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 152,708 | -22.72 | 6,325 | -23.52 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 300,514 | 2.58 | 12 | 0.00 | ||||
| 2025-08-14 | 13F | Family Management Corp | 14 | 0.00 | 1 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 77,879 | 3 | ||||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 326 | 14 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 5,561 | -0.34 | 230 | -1.29 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 38,730 | 48.68 | 1,604 | 47.16 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 6,887 | 17.11 | 285 | 15.85 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 28,159 | -21.72 | 1,166 | -22.52 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 96,696 | 136.42 | 4,005 | 134.07 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,822 | -49.35 | 75 | -50.00 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 180,060 | 34.25 | 7,536 | 38.16 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 112,080 | 3.45 | 4,642 | 2.40 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 10,855 | -15.95 | 450 | -16.85 | ||||
| 2025-08-05 | 13F | Provident Co of the Employees of the Hebrew University LTD | 46,236 | 0.00 | 1,916 | -0.88 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 288,786 | -37.81 | 11,962 | -38.45 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 95 | 4 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 89 | -19.82 | 4 | -25.00 | ||||
| 2025-08-14 | 13F | LMR Partners LLP | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | Put | 175,000 | -36.36 | 7,248 | -37.02 | |||
| 2025-05-07 | 13F/A | Symmetry Investments LP | 223,900 | 280.78 | 10,002 | 342.91 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 131,208 | 672.31 | 5,435 | 665.35 | ||||
| 2025-08-27 | NP | HDCAX - Rational Equity Armor Fund Class A Shares | 16,714 | -2.01 | 692 | -2.95 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 39 | 2 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 57,852 | -3.50 | 2,396 | -4.47 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 186,633 | 2.54 | 7,730 | 1.48 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 215 | 0.00 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 8,406 | 0.07 | 348 | -0.85 | ||||
| 2025-05-14 | 13F | Jump Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Associated Banc-corp | 25,209 | 1.51 | 1,044 | 0.48 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 7,525 | -2.16 | 312 | -3.12 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 88 | 0.00 | 4 | 0.00 | ||||
| 2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 95,873 | 54.72 | 4,137 | 48.35 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 2,089 | 2.05 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 21,146 | 729.25 | 876 | 725.47 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 9,262 | -4.24 | 384 | -5.20 | ||||
| 2025-08-11 | 13F | Bedell Frazier Investment Counseling, LLC | 7,160 | -21.66 | 297 | -22.51 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 9,663 | -10.73 | 400 | -11.50 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 5,405 | 115.77 | 224 | 114.42 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1,541,851 | 9.89 | 63,863 | 8.76 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 135,734 | 11.70 | 5,622 | 10.56 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 155,272 | 445.75 | 6,431 | 440.42 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 484,801 | 80.44 | 20 | 81.82 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 33,475 | 1,387 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 594,791 | 1.35 | 24,862 | 1.23 | ||||
| 2025-04-25 | 13F | IMPACTfolio, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 49,281 | 5.43 | 2,041 | 4.35 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 91,709 | 195.71 | 3,799 | 192.83 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 300 | 0.00 | 12 | 0.00 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 10,062 | 2.45 | 417 | 1.22 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 13,915 | 8.41 | 576 | 7.26 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 278 | 0.00 | 12 | 0.00 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 26,852 | -21.70 | 1,112 | -22.51 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4,730 | -13.43 | 196 | -14.47 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 5,415 | 0.89 | 224 | 0.00 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 11,614 | 1.47 | 481 | 0.42 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 131,862 | 5,462 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 194,100 | -44.53 | 8,040 | -45.10 | |||
| 2025-08-12 | 13F | Franklin Resources Inc | 195 | 8 | ||||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 99,700 | 1.22 | 4,130 | 0.17 | |||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 6,855 | 0.00 | 284 | -1.05 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 239,101 | -9.93 | 9,904 | -10.86 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 28,127 | 13.81 | 1,165 | 12.67 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 6,170 | 256 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 56,115 | 9.65 | 2,324 | 8.55 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 63,617 | -1.13 | 2,635 | -2.15 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 5 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 598 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 20,112 | -3.07 | 833 | -4.03 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 2,310 | 0.00 | 96 | -1.04 | ||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 59,705 | -0.88 | 2,473 | -1.90 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 19,865 | -76.86 | 823 | -77.12 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 102,602 | 2.38 | 4,250 | 1.31 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 14,502 | -24.20 | 597 | -24.62 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 119,371 | -5.63 | 4,944 | -6.59 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 61,068 | -2.09 | 2,529 | -3.10 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 114 | 5 | ||||||
| 2025-08-13 | 13F | ESG Planning | 74,873 | -2.50 | 3,101 | -3.49 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3,089 | 35.42 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 13,547 | -54.02 | 561 | -54.46 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 1,314 | 0.00 | 54 | 0.00 | ||||
| 2025-08-08 | 13F | Beck Bode, LLC | 8,152 | -40.04 | 338 | -40.67 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 21,684 | 898 | ||||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 29,579 | 9.13 | 1,225 | 8.02 | ||||
| 2025-05-14 | 13F | RPg Family Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 11,869 | -24.22 | 492 | -25.04 | ||||
| 2025-05-12 | 13F | SOUTH STATE Corp | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | James Investment Research Inc | 20,693 | -4.19 | 857 | -5.09 | ||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 14,806 | 9.60 | 613 | 8.50 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 8,616 | 4.45 | 357 | 3.19 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 58,813 | -0.89 | 2,452 | -1.37 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 30,048 | -21.04 | 1,245 | -19.59 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 115,180 | 1.96 | 4,771 | 0.91 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 9,311 | -78.95 | 386 | -76.52 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 5,654 | -20.34 | 234 | -21.21 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 493,567 | -0.17 | 20,444 | -1.19 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 185,264 | -12.84 | 8 | -12.50 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 86 | 0.00 | 4 | 0.00 | ||||
| 2025-08-28 | NP | EDGU - 3EDGE Dynamic US Equity ETF | 11,517 | -34.53 | 477 | -35.19 | ||||
| 2025-04-08 | 13F | Bowman & Co S.C. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 543 | -80.07 | 22 | -78.22 | ||||
| 2025-08-14 | 13F | Fmr Llc | 13,460 | -14.32 | 557 | -15.22 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 46,461 | 0.00 | 1,924 | -1.03 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 176,977 | -32.05 | 7,329 | -32.76 | ||||
| 2025-08-14 | 13F | Dean, Jacobson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 206 | 0.98 | 9 | 0.00 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 18,103 | -10.15 | 750 | -11.15 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 39,434 | -4.86 | 1,633 | -5.82 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 605,108 | 3.17 | 25,064 | 2.11 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 5,658 | 0.00 | 234 | -0.85 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 59,949 | -21.98 | 2,509 | -19.72 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 19,083 | 11.52 | 790 | 10.34 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 6,780 | -96.82 | 281 | -96.86 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 428 | 10.31 | 18 | 6.25 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 4 | 0.00 | 0 | |||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 77,285 | -3.54 | 3,201 | -4.50 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | SummitTX Capital, L.P. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 687,100 | -0.26 | 28,460 | -1.29 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 959,400 | 0.00 | 39,738 | -1.03 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 22,093 | 7.04 | 915 | 6.03 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 9,049 | -15.06 | 375 | -15.96 | ||||
| 2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 16,000 | 0.00 | 1 | |||||
| 2025-07-17 | 13F | KWB Wealth | 7,459 | -7.63 | 312 | -4.88 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 227 | 9 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 93,792 | -2.73 | 3,885 | -3.74 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 47,791 | 1,980 | ||||||
| 2025-08-06 | 13F | New Millennium Group LLC | 534 | -27.84 | 22 | -26.67 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 10,758 | 0.00 | 446 | -1.11 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 13,553 | -93.25 | 561 | -93.33 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 54 | -6.90 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 1 | -96.67 | 0 | |||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 300 | -20.42 | 12 | -20.00 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 139 | 0.00 | 6 | 0.00 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 6,336 | 22.32 | 262 | 21.30 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 152,206 | 0.38 | 6,304 | 2.24 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1,279,948 | 1.50 | 53,015 | 0.45 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 9,374 | 1.47 | 388 | 0.52 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 24 | -70.73 | 1 | -100.00 | ||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 50,432 | 98.04 | 2,089 | 96.06 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 61,249 | -6.68 | 2,537 | -7.65 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 32,610 | -0.10 | 1,350 | -1.17 | ||||
| 2025-04-25 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 364 | 0.00 | 15 | 0.00 | ||||
| 2025-08-14 | 13F | Meiji Yasuda Life Insurance Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 199,906 | 2.82 | 8,280 | 1.76 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 26,147 | 24.98 | 1,083 | 23.77 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 105,591 | 6.70 | 4,374 | 5.60 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Beech Hill Advisors, Inc. | 5,167 | -6.09 | 214 | -6.96 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 34 | 0.00 | 1 | 0.00 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 10,558 | -31.26 | 437 | -31.93 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 5,310 | 0.00 | 221 | 6.80 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 636 | -84.93 | 26 | -85.23 | ||||
| 2025-07-16 | 13F | American National Bank | 23,955 | 189.56 | 992 | 186.71 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 1,437 | -98.64 | 60 | -98.67 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5,092 | 211 | ||||||
| 2025-05-07 | 13F | Kapitalo Investimentos Ltda | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 8,433 | -2.45 | 349 | -3.32 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 54,583 | -6.75 | 2,261 | -7.72 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 155 | 6 | ||||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 5,991 | 248 | ||||||
| 2025-07-29 | NP | MPRO - Monarch ProCap ETF | 284,930 | 32.53 | 11,890 | 28.18 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 963 | 40 | ||||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 14,978 | 1.68 | 620 | 0.65 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 5,927 | 245 | ||||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Luminist Capital LLC | 257 | 0.00 | 11 | 0.00 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 5,137 | 0.35 | 213 | -0.93 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 5,549 | -3.61 | 230 | -4.58 | ||||
| 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 | 630,764 | 364.16 | 26,126 | 370.57 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 73,092 | 14.51 | 3,027 | 13.33 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 455 | 0.00 | 19 | -5.26 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 670 | 0.00 | 28 | -3.57 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 677 | 0.00 | 28 | 0.00 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 648 | 0.00 | 27 | -3.70 | ||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 9,247 | 11.00 | 383 | 10.06 | ||||
| 2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 31,444 | 1,302 | ||||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 5,320 | 220 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 83 | 3 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 963,965 | -0.77 | 39,927 | -1.53 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 79,071 | 17.92 | 3,275 | 16.71 | ||||
| 2025-07-23 | 13F | Trust Asset Management LLC | 295,390 | 0.00 | 12,235 | -1.03 | ||||
| 2025-07-30 | NP | EQL - Alps Equal Sector Weight ETF | 1,101,575 | 4.39 | 45,969 | 0.95 | ||||
| 2025-08-14 | 13F | Tandem Wealth Advisors LLC | 8,952 | 0.53 | 371 | -0.54 | ||||
| 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 | -6,000 | -249 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,735 | 52.86 | 72 | 51.06 | ||||
| 2025-08-14 | 13F | J. Goldman & Co LP | 8,086 | 335 | ||||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 8,750 | 0.00 | 362 | -1.09 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 125 | 0.00 | 5 | 0.00 | ||||
| 2025-05-01 | 13F | Florida Financial Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 57,278 | 28.80 | 2,355 | 27.92 | ||||
| 2025-05-13 | 13F | Elm Partners Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 82,486 | 19.51 | 3,417 | 18.28 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-01 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 6,515 | -63.33 | 270 | -62.74 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 234,787 | 82.63 | 9,725 | 80.74 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 9,960 | -62.02 | 413 | -62.44 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 18,444 | -5.22 | 764 | -6.27 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 113,668 | -1.16 | 4,708 | -2.16 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 28,595 | 1,184 | ||||||
| 2025-08-25 | NP | KOOL - North Shore Equity Rotation ETF | 21,227 | 4.17 | 879 | 3.17 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 908 | -12.61 | 38 | -13.95 | ||||
| 2025-04-23 | 13F | Symmetry Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 9,109 | 2.93 | 377 | 1.89 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 91 | 167.65 | 4 | 200.00 | ||||
| 2025-04-28 | NP | MPAY - Akros Monthly Payout ETF | 3,916 | 169 | ||||||
| 2025-07-21 | 13F | Syntax Research, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 4,866 | 36.84 | 202 | 35.81 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 166,300 | -13.16 | 6,888 | -14.05 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 371,700 | 28.44 | 15,396 | 27.12 | |||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 8,766 | -3.63 | 363 | -4.47 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 241,284 | 6.33 | 9,994 | 5.23 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 190,939 | 28.94 | 7,909 | 27.61 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23,442 | -21.44 | 971 | -22.28 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 18,363 | -76.87 | 761 | -77.12 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 5,640 | 236 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 15,142 | -14.63 | 627 | -15.50 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 371 | 16.67 | 15 | 15.38 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 46,177 | -14.95 | 1,913 | -15.85 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 5,777 | -3.02 | 239 | -4.02 | ||||
| 2025-04-29 | 13F | Core Alternative Capital | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 1,914 | -10.10 | 0 | |||||
| 2025-05-15 | 13F | Optiver Holding B.V. | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Banco BTG Pactual S.A. | 54,660 | 28.17 | 2,264 | 26.91 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 5,411 | -21.96 | 224 | -22.76 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4,418 | -6.64 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3,930 | -3.91 | 163 | -5.26 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 85,397 | -1.34 | 3,537 | -2.35 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 211 | -82.28 | 9 | -83.67 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 110,840 | -21.10 | 5 | -20.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 39,294 | 2.16 | 1,628 | 1.12 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 7,747 | 321 | ||||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 53,391 | 2,211 | ||||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 30,067 | -43.52 | 1,245 | -44.12 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | ICSIX - Dynamic U.S. Opportunity Fund Class I | 50,401 | 98.16 | 2,088 | 96.15 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 154 | 6 | ||||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 718 | 0.00 | 30 | -3.33 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 9,307 | 9.46 | 385 | 8.45 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 397 | 0.00 | 16 | 0.00 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 46 | 39.39 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 279 | 12 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 16,134 | -0.74 | 668 | -1.76 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10,965 | -45.54 | 454 | -44.50 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 634 | -5.51 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 433,477 | 1.99 | 17,955 | 0.94 | ||||
| 2025-04-16 | 13F | Matauro, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 703 | 0.00 | 29 | 0.00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 83 | -99.09 | 3 | -99.22 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 1,150,103 | -0.00 | 48 | -2.08 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 3,414 | 1.16 | 141 | 0.00 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 146 | 0.00 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 111,297 | -2.59 | 4,610 | -3.60 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 339,294 | 1,753.15 | 14 | |||||
| 2025-08-18 | 13F | Castleark Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2,130 | 0.00 | 0 | |||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 6,008 | 0.00 | 249 | -1.20 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 10,613 | 8.95 | 440 | 7.86 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 44 | 2 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5,557 | 16.04 | 230 | 15.00 | ||||
| 2025-05-14 | 13F | Pilgrim Partners Asia Pte Ltd | 18,900 | 51.20 | 791 | 55.51 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 11,405 | -22.85 | 472 | -23.62 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 16,446 | 9.23 | 681 | 11.09 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 52,329 | -3.82 | 2,167 | -4.79 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 36 | 0.00 | 0 | |||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 102,602 | 4,250 | ||||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 20,580 | -23.75 | 852 | -24.53 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 60,621 | 3.77 | 2,511 | 2.70 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Sierra Summit Advisors Llc | 17,553 | -4.80 | 727 | -5.71 | ||||
| 2025-08-07 | 13F | Factory Mutual Insurance Co | 659,000 | 0.00 | 27,296 | -1.03 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 12,310 | -36.62 | 510 | -37.32 | ||||
| 2025-04-17 | 13F | Howard Bailey Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 2,351 | -11.52 | 97 | -12.61 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 21,123 | 1.47 | 875 | 0.34 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 194,238 | 3.50 | 8,045 | 2.44 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 14,956 | -78.85 | 619 | -79.08 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 1,313,112 | 3.79 | 54,389 | 2.73 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 67 | 0.00 | 3 | 0.00 | ||||
| 2025-05-02 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 111,809 | 73.79 | 4,631 | 72.03 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 181,593 | 7,522 | ||||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 398 | 16 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 8,130 | -48.01 | 337 | -48.62 | ||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 9,416 | -29.96 | 390 | -30.60 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 23,796 | 12.02 | 986 | 10.92 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Tocqueville Asset Management L.p. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-25 | 13F | Avidian Wealth Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 232 | 0.00 | 10 | 0.00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 38,047 | 225.69 | 1,576 | 222.75 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 141,071 | 651.94 | 6 | |||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 2,893 | 0.00 | 121 | -0.83 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1,333,535 | 8.00 | 55,235 | 6.89 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 294,092 | 696.54 | 12,181 | 1,218,000.00 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 6,291 | -3.48 | 261 | -4.41 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 15,835 | -79.94 | 656 | -80.17 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8,418 | 9.74 | 349 | 8.41 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 841,184 | -14.76 | 34,837 | -15.65 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 335 | 0.00 | 14 | -7.14 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 18,113 | -0.55 | 750 | -1.57 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 6,582 | -13.76 | 273 | -14.73 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 91 | 167.65 | 4 | 200.00 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 567,895 | 0.00 | 23,522 | -1.03 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Keebeck Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 35 | 483.33 | 1 | |||||
| 2025-04-29 | NP | HFND - Unlimited HFND Multi-Strategy Return Tracker ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 18,597 | 2.73 | 770 | 1.72 | ||||
| 2025-06-26 | NP | SSUS - Day Hagan/Ned Davis Research Smart Sector ETF | 52,332 | -72.94 | 2,161 | -73.02 | ||||
| 2025-04-29 | NP | SLCAX - Siit Large Cap Fund - Class A | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 657 | -79.83 | 27 | -80.88 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 168,702 | 10.21 | 6,988 | 9.07 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 39,697 | 2.67 | 1,644 | 1.61 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 12,309 | 2.88 | 510 | 1.80 | ||||
| 2025-03-24 | 13F | Fulcrum Equity Management | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 17,400 | -89.90 | 721 | -90.01 | |||
| 2025-07-21 | 13F | 111 Capital | 4,940 | -86.92 | 205 | -87.09 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 8,698 | -2.37 | 363 | -2.95 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 68 | 3 | ||||||
| 2025-07-23 | 13F | True Vision MN LLC | 6,829 | -3.09 | 283 | -4.08 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 9,754 | 6.06 | 404 | 5.21 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 322,535 | 4.34 | 13,360 | 3.27 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 11,634 | -9.79 | 482 | -10.76 | ||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 6,105 | -3.28 | 253 | -4.55 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | GLBIX - Leuthold Global Fund Institutional Class | Short | -345 | -0.00 | -14 | 0.00 | |||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 84,116 | 101.43 | 3,520 | 107.30 | ||||
| 2025-05-07 | 13F | Intellus Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 30,997 | 105.13 | 1,284 | 103.01 | ||||
| 2025-08-14 | 13F | FIL Ltd | 18,762 | 5.97 | 777 | 5.00 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 96 | 0.00 | 4 | -25.00 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 340,625 | 4.51 | 14,109 | 3.44 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4,722 | -29.16 | 196 | -29.86 | ||||
| 2025-08-14 | 13F | BlueCrest Capital Management Ltd | 30,098 | -50.00 | 1,247 | -50.54 | ||||
| 2025-08-06 | 13F | Simmons Bank | 29,090 | -0.94 | 1,205 | -1.95 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 41 | 0.00 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 19,817 | -24.88 | 821 | -25.72 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 11,295 | 1.02 | 468 | 0.00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 138,119 | 1.96 | 5,721 | 0.92 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 3,089,284 | -0.13 | 127,958 | -1.15 | ||||
| 2025-07-10 | 13F | Community Trust & Investment Co | 5,135 | 0.00 | 213 | -0.93 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 353 | 0.00 | 15 | 0.00 | ||||
| 2025-07-07 | 13F | Trust Co | 14,993 | -19.49 | 621 | -20.28 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 56,349 | -1.04 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 38,283 | -5.45 | 1,586 | -6.43 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 10,032 | 69.69 | 416 | 68.02 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 169 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 19,680 | 14.47 | 810 | 13.78 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 256,535 | -25.21 | 11 | -28.57 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 65 | 0.00 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 11,464 | 475 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 25,490 | 3.24 | 1,056 | 2.13 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 392,826 | 26.01 | 16,271 | 24.71 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 164,355 | 61.37 | 6,808 | 59.71 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 5,733 | -10.18 | 237 | -11.24 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 4,508 | -10.29 | 187 | -11.43 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 406,605 | 0.58 | 16,842 | -0.46 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 87 | 4 | ||||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 500 | 0.00 | 21 | 0.00 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 6,919 | 287 | ||||||
| 2025-05-15 | 13F | Quantessence Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF | 13,878 | 32.17 | 579 | 27.81 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 18,510 | 17.66 | 767 | 16.41 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 177,005 | -1.13 | 7,332 | -2.14 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 7,615 | 315 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 45,018 | -40.44 | 1,865 | -41.07 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 223,403 | 3.46 | 9,253 | 2.40 | ||||
| 2025-08-14 | 13F | Betterment LLC | 18,202 | 65.44 | 1 | |||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 468,173 | -0.40 | 19,392 | -1.43 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 16,338 | 677 | ||||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 9,421 | 0.02 | 390 | -1.02 | ||||
| 2025-07-23 | 13F | IMZ Advisory Inc | 15,265 | -9.95 | 639 | -10.01 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 119,567 | 3.32 | 4,952 | 2.25 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 54,506 | 33.21 | 2,258 | 31.83 | ||||
| 2025-08-07 | 13F | Nwam Llc | 6,958 | 0.77 | 293 | 1.74 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 115,255 | -0.94 | 4,774 | -1.97 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 386 | 0.00 | 16 | -6.25 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 25,143 | 42.82 | 1,041 | 41.44 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 19,118 | -2.00 | 792 | -3.06 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 29,750 | 18.81 | 1,232 | 17.67 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 10,752 | 79.65 | 445 | 78.00 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 6,863 | -61.13 | 284 | -61.52 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 554 | 23 | ||||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Cullen Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Analyst IMS Investment Management Services Ltd. | 8,579 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | Jessup Wealth Management, Inc | 108,226 | -3.85 | 4,483 | -4.84 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 110 | 0.00 | 5 | 0.00 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 41 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 31,722 | 15.65 | 1,314 | 14.47 | ||||
| 2025-08-22 | NP | Cornerstone Total Return Fund Inc | 173,000 | 0.00 | 7,166 | -1.04 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 4 | 100.00 | 0 | |||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1,911 | 61.81 | 79 | 61.22 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 420,328 | 19.61 | 17,410 | 18.39 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 6,367 | -12.22 | 264 | -13.20 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 125 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | Clarity Financial LLC | 65,205 | -49.40 | 2,701 | -49.94 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 92,739 | 1.31 | 3,841 | 9.34 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 167,103 | -45.84 | 6,921 | -46.40 | ||||
| 2025-08-26 | NP | GRZZX - Leuthold Grizzly Short Fund | Short | -12,258 | -7.68 | -508 | -8.65 | |||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2,299,410 | 287.69 | 95,242 | 283.71 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 13,142 | -1.93 | 544 | -2.86 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 62,769 | 0.19 | 2,600 | -0.84 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 42,542 | -8.00 | 1,762 | -8.94 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 14,677 | -3.64 | 608 | -4.71 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 15,397 | -12.61 | 1 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 110 | 0.00 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 11,790 | -6.31 | 488 | -7.22 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 6,096 | -2.26 | 252 | -3.45 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 206 | -82.92 | 9 | -84.00 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 8 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 25,853 | -11.90 | 1,071 | -12.87 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 60,687 | 2,514 | ||||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 12,960 | -1.11 | 537 | -2.19 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 8,174 | -50.51 | 339 | -51.09 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 6,047 | 250 | ||||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 31,337 | 4.42 | 1,298 | 3.35 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5,740 | -65.57 | 238 | -66.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8,694 | 46.83 | 360 | 45.75 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 283 | 0.35 | 12 | 0.00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 18,024 | -4.80 | 747 | -5.81 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 27,655 | 6.03 | 1,145 | 4.95 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 62,168 | -47.02 | 2,575 | -47.56 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 222 | 0.00 | 9 | 0.00 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 140 | 0.00 | 6 | 0.00 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 17,482 | 10.09 | 724 | 9.04 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 4,928 | 204 | ||||||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 0 | -100.00 | 0 | ||||
| 2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 514,100 | -0.35 | 21,294 | -1.37 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 45 | 0.00 | 2 | 0.00 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 676,601 | 4.95 | 28 | 7.69 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 27,737 | -3.49 | 1,149 | -4.49 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 269,306 | 1.93 | 11,155 | 0.88 | ||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 218 | 0.00 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | HTDAX - Hanlon Tactical Dividend and Momentum Fund Class A Shares | 45,322 | -1.23 | 1,872 | -1.53 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 117,472 | -12.75 | 4,866 | -13.65 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 38,077 | 8.81 | 1,577 | 7.72 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 333,541 | -4.76 | 13,815 | -5.72 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 11,178 | -0.29 | 463 | -1.28 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 22,311 | -0.17 | 924 | -1.18 | ||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 42,225 | 7.29 | 1,749 | 6.13 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 23,592 | -2.67 | 977 | -3.65 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 26,150 | 0.00 | 1,083 | -1.01 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 83,755 | 4,042.19 | 2 | -97.62 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 13,787 | 0.00 | 571 | -0.87 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 7,846 | 0.00 | 325 | -1.22 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 15,091 | -12.50 | 625 | -13.31 | ||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 31,910 | 0.24 | 1,322 | -0.83 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 74,126 | -0.19 | 3,070 | -1.22 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 156 | -62.50 | 6 | -64.71 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 1,650 | 1,000.00 | 68 | 1,033.33 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 18 | 0.00 | 1 | |||||
| 2025-08-28 | NP | SDRAX - Swan Defined Risk Fund Class A Shares | 100,629 | -14.31 | 4,168 | -15.18 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 8,338 | -17.86 | 345 | -16.26 | ||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 461,662 | -0.69 | 19,122 | -1.71 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1,760 | 0.00 | 73 | -1.37 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 103,262 | -11.88 | 4,277 | -12.77 | ||||
| 2025-07-29 | 13F | Creekside Partners | 16,833 | 4.25 | 697 | 3.26 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 235,455 | 35.78 | 9,753 | 34.38 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 558,291 | 11.93 | 23,124 | 10.78 | ||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7,402 | -5.83 | 307 | -6.71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 10,089 | -54.57 | 418 | -55.11 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 16,405 | -0.34 | 680 | -1.31 | ||||
| 2025-07-21 | 13F | Quattro Financial Advisors Llc | 29,297 | -5.93 | 1,213 | -6.91 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 46,741 | -38.27 | 1,937 | -38.86 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 215 | 0.00 | 9 | 0.00 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 34 | 0.00 | 1 | 0.00 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 9,049 | 2.47 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Amica Retiree Medical Trust | 26,569 | 0.00 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 161,874 | 1.64 | 6,705 | 0.59 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,042 | -43.86 | 43 | -44.16 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 28,364 | 0.21 | 1,175 | -0.84 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 537 | 22 | ||||||
| 2025-08-12 | 13F | Iyo Bank, Ltd. | 7,899 | -66.67 | 327 | -67.04 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 7,323 | 303 | ||||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 5,034 | -2.40 | 209 | -3.26 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 14,705 | 26.80 | 609 | 25.57 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 7,460 | -71.63 | 309 | -71.91 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,655,906 | -9.18 | 151,428 | -10.12 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 85,730 | -13.00 | 3,551 | -13.89 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 128,688 | 5 | ||||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 24,778 | 2.06 | 1,026 | 0.98 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 50,066 | -59.84 | 2,074 | -60.26 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 196,846 | -4.23 | 8,153 | -5.21 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 8,592 | 2.81 | 356 | 1.72 | ||||
| 2025-07-10 | 13F | Security National Bank | 3,012 | 0.00 | 125 | -1.59 | ||||
| 2025-08-14 | 13F | Eschler Asset Management LLP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 6,000 | -71.96 | 249 | -72.29 | |||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 8,771 | -0.02 | 363 | -1.09 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Channel Wealth Llc | 18,736 | -39.59 | 776 | -40.17 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 207,864 | 0.29 | 8,610 | -0.74 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 20,519 | 2.43 | 850 | 1.31 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 46,631 | -1.26 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 32,553 | 1 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 16,693 | 44.38 | 691 | 43.06 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 2,324,204 | -34.24 | 96,269 | -34.91 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 32,731 | 7.98 | 1,356 | 6.86 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 93 | -23.77 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 16,093 | -69.60 | 666 | -69.93 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 55,116 | 0.07 | 2,283 | -1.00 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 14,433 | 598 | ||||||
| 2025-07-29 | 13F | Swan Global Investments, LLC | 198,513 | -8.23 | 8,222 | -9.18 | ||||
| 2025-08-12 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | TD Capital Management LLC | 8,855 | 0.89 | 367 | -0.27 | ||||
| 2025-05-08 | 13F | Pasadena Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 5,883 | -15.73 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7,283 | 2.36 | 302 | 1.35 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 7,764 | 7.22 | 322 | 5.94 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 5,926 | 13.16 | 254 | 24.63 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 116,577 | 6.79 | 4,829 | 5.69 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 161,826 | 834.22 | 6,703 | 825.69 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Alps Advisors Inc | 1,126,659 | 4.01 | 46,666 | 2.95 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 7,137 | -21.89 | 296 | -22.77 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 58,228 | -2.79 | 2 | 0.00 | ||||
| 2025-04-09 | 13F | Zrc Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Walleye Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Walleye Capital LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 6,565 | 272 | ||||||
| 2025-08-07 | 13F | Amica Mutual Insurance Co | 292,706 | 0.00 | 12 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 18,960,917 | -0.67 | 785,361 | -1.69 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 663 | 27 | 17.39 | |||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 16,429 | -0.22 | 681 | -1.31 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 533 | -65.23 | 22 | -65.62 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 136 | 0.00 | 6 | 0.00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 213 | 93.64 | 9 | 100.00 | ||||
| 2025-05-13 | 13F | Conscious Wealth Investments, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Prosperity Consulting Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 13,500 | 559 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 933 | -3.62 | 39 | -5.00 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Rational Advisors Llc | 16,714 | -2.01 | 692 | -2.95 |
