Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di ALPS ETF Trust - Alerian MLP ETF meliputi Element Wealth, LLC, Kera Capital Partners, Inc., Oak Harvest Investment Services, Capstone Wealth Management Group LLC, HC Advisors, LLC, Plan Group Financial, LLC, Sig Brokerage, Lp, Gotham Asset Management, LLC, TT Capital Management LLC, CWA Asset Management Group, LLC, J.Safra Asset Management Corp, Marex Group plc, Sei Investments Co, RMB Capital Management, LLC, NWF Advisory Services Inc., Abel Hall, LLC, NINE MASTS CAPITAL Ltd, Westbourne Investment Advisors, Inc., Vanguard Capital Wealth Advisors, dan Stillwater Wealth Management Group .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Principal Securities, Inc. | 7,952 | 7.82 | 389 | 9.30 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 216,359 | 80.58 | 10,571 | 69.87 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 14,558 | 13.70 | 711 | 15.42 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 2,280 | 111 | ||||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 37,954 | 0.17 | 1,854 | -5.74 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 201,008 | 0.77 | 9,821 | -5.20 | ||||
| 2025-08-11 | 13F | AXS Investments LLC | 37,666 | 28.49 | 1,840 | 20.89 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,153,057 | 19.41 | 105,199 | 12.33 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 988 | 517.50 | 48 | 500.00 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 18,218 | 3.79 | 890 | -2.31 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 46,035 | 15.67 | 2,249 | 8.81 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 7,769 | 0.04 | 380 | -5.96 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 22,527 | 1.71 | 1,101 | -4.35 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 5,738 | 0.03 | 280 | -5.72 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 140,700 | 32.40 | 6,863 | 24.35 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 1,074,933 | 1.08 | 52,521 | -4.91 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 11,709 | 572 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 7,003 | 0.50 | 342 | -5.26 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 180,719 | 21.47 | 8,830 | 14.26 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 260 | 13 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 137,519 | 98.44 | 6,719 | 86.69 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 114,918 | 111.33 | 5,615 | 98.80 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 4,822 | 236 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 25,930 | 0.02 | 1,267 | -5.94 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 20,932 | 2.35 | 1,023 | -3.77 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 13,259 | 34.35 | 648 | 26.37 | ||||
| 2025-08-25 | NP | TINIX - AXS Tactical Income Fund Class I Shares | 37,666 | 28.49 | 1,840 | 20.89 | ||||
| 2025-08-13 | 13F | Capula Management Ltd | 29,345 | 331.54 | 1,434 | 305.95 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 87,276 | 2.04 | 4,264 | -4.01 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 13,853 | 1.07 | 677 | -4.92 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 23,071 | 1.34 | 1,127 | -4.65 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 149 | 7 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4,061 | 1.86 | 198 | -4.35 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 119 | 6 | ||||||
| 2025-08-18 | 13F | Brick & Kyle, Associates | 164,125 | 1.68 | 8 | -12.50 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 17,722 | 0.96 | 866 | -5.05 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 238 | 85.94 | 12 | 83.33 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 29,916 | 15.72 | 1,462 | 8.87 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 115 | 1.77 | 6 | 0.00 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 181,556 | 11.33 | 8,871 | 4.72 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 21,543 | 1.11 | 1 | 0.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 63,748 | 227,571.43 | 3,115 | 311,300.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 443,975 | 5.02 | 21,693 | -1.21 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 802 | 5.94 | 39 | 0.00 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 8,866 | 3.85 | 433 | -2.26 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 3,370,831 | 666.10 | 23,949 | 4.64 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5,141 | 88.32 | 251 | 78.01 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 289,212 | 30.14 | 14,131 | 28.09 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 170,239 | 3.33 | 8,318 | -2.79 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 41,163 | 1.70 | 2,011 | -4.33 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 5,040 | 1.31 | 246 | -4.65 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 5,568 | 1.83 | 272 | -4.23 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 243,909 | 3.72 | 12,669 | 11.86 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 7,294 | 5.68 | 356 | -0.56 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4,035 | 908.75 | 197 | 885.00 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 21,758 | 68.84 | 1,063 | 58.89 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 27,897 | 29.24 | 1,363 | 21.59 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 43,528 | 0.12 | 2,127 | -5.85 | ||||
| 2025-08-22 | 13F/A | TT Capital Management LLC | 20,095 | 982 | ||||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 88,912 | 183.79 | 4,344 | 166.99 | ||||
| 2025-08-14 | 13F | Css Llc/il | Call | 300 | 15 | |||||
| 2025-07-17 | 13F | White Pine Investment CO | 90,860 | 0.61 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Css Llc/il | 4,156 | 203 | ||||||
| 2025-07-23 | 13F | Element Wealth, LLC | 109,435 | 5,347 | ||||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 25,288 | 0.69 | 1,236 | -5.29 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 5,350 | 261 | ||||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 311,637 | 93.75 | 15,227 | 82.26 | ||||
| 2025-08-13 | 13F | NINE MASTS CAPITAL Ltd | 10,100 | 493 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 26 | 1 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 830 | 12.62 | 41 | 5.26 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 26,378 | 17.25 | 1,289 | 10.27 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 245,175 | 1.59 | 11,979 | -4.44 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 30,780 | 8.30 | 1,504 | 1.83 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 4,500 | 1.99 | 0 | |||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 3,210,314 | 4.21 | 156,856 | -1.97 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 4,754 | 7.02 | 232 | 0.87 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7,262 | 38.01 | 355 | 29.67 | ||||
| 2025-08-14 | 13F | Lavaca Capital Llc | Call | 27,200 | 1,329 | |||||
| 2025-07-30 | 13F | Sterling Investment Management, Inc. | 65,682 | 36.22 | 3,209 | 28.15 | ||||
| 2025-07-23 | 13F | Regency Capital Management Inc.\DE | 100,112 | 1.46 | 4,891 | -4.55 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 15,031 | 10.59 | 734 | 4.11 | ||||
| 2025-08-19 | 13F | Marex Group plc | 16,260 | 794 | ||||||
| 2025-08-15 | 13F | Brookfield Asset Management Inc. | 1,330 | 65 | ||||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 55,044 | 7.35 | 2,689 | 0.98 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 8,890 | 4.11 | 434 | -2.03 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 600 | 29 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,635 | 1.30 | 80 | -4.82 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5,995 | 11.99 | 293 | 5.04 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 136,513 | 0.09 | 6,670 | -5.84 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 6,766 | 0.03 | 331 | -5.98 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 95,957 | 1.16 | 4,688 | -4.83 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 404,772 | 13.94 | 19,777 | 7.19 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 59,356 | 4.50 | 2,900 | -1.69 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 106,291 | 4.02 | 5,193 | -2.15 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6,426 | 314 | ||||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 29,000 | 1,417 | ||||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 334,834 | 8.29 | 16,360 | 1.86 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 4,335 | 1.31 | 212 | -4.95 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 20,536 | 1.03 | 1,003 | -4.93 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 152,722 | 7,390 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 91,965 | 2.67 | 4,493 | -3.42 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 14,386 | 0.08 | 703 | -5.90 | ||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 61,357 | 0.04 | 2,998 | -5.90 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 40,657 | 1.56 | 1,987 | -4.47 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 982,685 | 8.05 | 48,062 | 1.75 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1,133 | 8.42 | 55 | 1.85 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 10,353 | 44.64 | 506 | 36.12 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 329,183 | 1,100.78 | 16 | 1,500.00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7,681 | 0 | ||||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 137,898 | 7.35 | 6,904 | 3.48 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 3,766 | 0.53 | 184 | -5.67 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 38,622 | 14.11 | 1,887 | 7.34 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 38,235 | 3.23 | 1,868 | -2.86 | ||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 57,524 | 6.13 | 2,811 | -0.18 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 7,270,130 | 2.95 | 355,219 | -3.15 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 80,352 | 61.14 | 3,926 | 51.58 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 14,554 | 17.18 | 711 | 10.23 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 216,673 | 6.87 | 10,587 | 0.53 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 57,720 | 2,820 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 12,755 | 623 | ||||||
| 2025-07-17 | 13F | MBA Advisors LLC | 23,787 | 1.08 | 1,162 | -4.91 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 57,000 | 34.75 | 2,785 | 26.76 | ||||
| 2025-07-31 | 13F | Anthracite Investment Company, Inc. | 12,000 | 6.76 | 586 | 0.51 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 10,299 | 24.79 | 503 | 17.52 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 30,015 | 7.22 | 1,467 | 0.83 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 41,710 | 17.68 | 2,038 | 10.71 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 10,817 | 1.84 | 529 | -3.12 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 138,087 | 1.96 | 6,747 | -4.09 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 12,200 | 3.87 | 596 | -2.30 | ||||
| 2025-07-24 | 13F | Total Wealth Planning & Management, Inc. | 22,588 | 6.77 | 1,104 | 0.46 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 43,681 | 9.50 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 3,053 | 1.80 | 149 | -3.87 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 1,000 | 49 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 13,417 | 880.77 | 656 | 822.54 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 159,884 | 7.64 | 8,005 | 3.77 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 27,625 | 1.30 | 1,350 | -4.73 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 13,879 | 12.92 | 678 | 6.27 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 4,731 | 0.21 | 231 | -5.71 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 135,366 | 7.50 | 6,614 | 1.13 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 229,163 | 4.56 | 11,197 | -1.65 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 84,067 | 9.75 | 4,108 | 3.24 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 38,841 | 0.26 | 1,898 | -5.72 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 7,100 | 347 | ||||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 400 | 20 | ||||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 14,268 | 697 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 5,439 | 0.70 | 266 | -5.36 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 77,264 | 2.08 | 3,775 | -3.97 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 28,634 | 52.26 | 1,399 | 43.34 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 81,301 | 2.42 | 3,972 | -3.64 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 32,572 | 1,591 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 208 | 10 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 43,906 | 3.42 | 2,145 | -2.72 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 165,713 | 1.81 | 8,097 | -4.23 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 16,565 | 72.57 | 809 | 62.45 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 167,696 | 42.53 | 8,194 | 34.07 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 4,854 | 1.46 | 237 | -4.44 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 51,179 | 6.48 | 2,501 | 0.16 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 39,293 | 17.47 | 1,920 | 10.48 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 32,536 | 3.50 | 1,590 | -2.63 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 84,769 | 13.54 | 4,142 | 6.81 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 438 | 5.04 | 21 | 0.00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 70,313 | 2.51 | 3,436 | -3.51 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 88,781 | 6.33 | 4,338 | 0.02 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 57,300 | 17.42 | 2,800 | 10.46 | |||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 527,100 | 96.75 | 25,754 | 85.09 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 69,200 | 80.68 | 3,381 | 69.98 | |||
| 2025-07-24 | 13F | Allen Wealth Management, Llc | 321,313 | 1.47 | 15,699 | -4.54 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,257 | 159 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 113,793 | 148.59 | 5,560 | 133.87 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 16,911 | 0.61 | 826 | -5.38 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 531,817 | 1.92 | 25,985 | -4.13 | ||||
| 2025-08-13 | 13F | Collar Capital Management, LLC | 29,162 | 3.80 | 1,425 | -2.40 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 18,894 | 923 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 330,398 | 3,253.95 | 16,143 | 3,059.10 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,113,670 | 1.32 | 54,414 | -4.69 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 5,233 | 7.26 | 256 | 0.79 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 170,832 | 18.13 | 8,361 | 11.02 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 4,590 | 224 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 976 | 1.14 | 0 | |||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 6,057 | 4.47 | 296 | -1.99 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 35 | 2 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 15,953 | 3.59 | 779 | -2.50 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 440,177 | 0.53 | 21,507 | -5.43 | ||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 100 | 5 | ||||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 340,534 | 1.97 | 16,638 | -4.08 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 61,918 | 6.94 | 3,025 | 0.60 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 72,703 | 0.13 | 3,552 | -5.81 | ||||
| 2025-08-07 | 13F | Richard C. Young & CO., LTD. | 4,773 | 0.63 | 233 | -5.28 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 141,189 | 16.42 | 6,898 | 9.53 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 122,174 | 1.21 | 5,969 | -4.80 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 8,930 | 12.61 | 436 | 6.08 | ||||
| 2025-08-29 | NP | OneAscent Capital Opportunities Fund | 8,100 | 22.73 | 396 | 15.50 | ||||
| 2025-08-11 | 13F | Truffle Hound Capital, LLC | 240,000 | 41.18 | 11,726 | 32.81 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 91,264 | 2.23 | 4,459 | -3.82 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 8,437 | 3.05 | 412 | -3.06 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 28,192 | 5.74 | 1,377 | -0.51 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 22,498 | 1,099 | ||||||
| 2025-07-16 | 13F | Novem Group | 29,521 | 3.65 | 1,442 | -2.50 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 25,742 | 9.50 | 1,258 | 2.95 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 23,325 | 1.78 | 1 | 0.00 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 8,347 | 0.02 | 408 | -6.00 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 41,147 | 28.59 | 2,010 | 21.01 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 41,251 | 3.36 | 2,016 | -2.80 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 11,422 | 33.28 | 558 | 25.39 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 18,335 | 0.90 | 896 | 2.17 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 13,704 | 5.33 | 670 | -0.89 | ||||
| 2025-08-12 | 13F | one8zero8, LLC | 17,400 | 2.96 | 850 | -3.08 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 11,370 | 3.02 | 556 | -3.14 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 5,223 | 9.82 | 255 | 3.24 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 128,169 | 12.47 | 6,262 | 5.81 | ||||
| 2025-08-14 | 13F | Stamos Capital Partners, L.p. | 77,236 | 56.75 | 3,774 | 47.44 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 7,576 | 0.83 | 370 | -5.13 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 582 | 28 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7,558 | 8.19 | 369 | 1.93 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 1,817 | 17.61 | 89 | 10.00 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 9 | 0 | ||||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 8,323 | 407 | ||||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 27,443 | 12.14 | 1,341 | 5.43 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 6,762 | 26.99 | 330 | 19.57 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 6,440 | 6.76 | 315 | 0.32 | ||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 38,075 | 1.85 | 1,860 | -4.17 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 6,609 | 2.01 | 321 | -4.76 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 12,501 | 10.45 | 611 | 7.96 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 172,486 | 8,469 | ||||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 5,648 | 118.58 | 276 | 105.22 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 22,531 | 0.20 | 1,101 | -5.74 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 49,915 | 48.76 | 2,439 | 39.95 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 111,703 | 23.95 | 5,458 | 16.60 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 341,710 | 2.00 | 16,698 | -4.05 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 1,287 | 63 | ||||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 19,953 | 10.12 | 975 | 3.51 | ||||
| 2025-08-13 | 13F | Intrinsic Edge Capital Management LLC | 80,000 | 3,909 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 46,252 | 29.38 | 2,260 | 21.77 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 22,154 | 87.81 | 1,082 | 76.80 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 35,479 | 1,734 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2,945 | 353.08 | 144 | 333.33 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 4,300 | 53.57 | 210 | 56.72 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 61,455 | 5.08 | 3,003 | -1.15 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 14,102 | 1.71 | 689 | -4.31 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 284,113 | 8.93 | 13,882 | 2.47 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 44,251 | 18.47 | 2,162 | 11.44 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1,340 | 0.60 | 65 | -5.80 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 62,385 | 0.43 | 3,048 | -5.52 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 18,501 | 19.16 | 891 | 10.55 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 33,060 | 19.09 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8,453,389 | 0.65 | 413,033 | -5.32 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 38,625 | 1,887 | ||||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 51,705 | 3.62 | 2,526 | -2.51 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 92,367 | 36.92 | 4,513 | 28.83 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 13,282 | 1.47 | 649 | -4.57 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 18,662 | 113.60 | 912 | 116.90 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 331 | -0.30 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 800 | 39 | ||||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 28,830 | 1.15 | 1 | 0.00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 3,352 | 20.66 | 164 | 13.19 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 273,326 | 0.97 | 13,355 | -5.02 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 10,200 | 498 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 25,791 | 8.80 | 1,260 | 2.36 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 1,311,189 | 17.46 | 64,065 | 10.22 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 252,629 | 16.57 | 12,343 | 9.66 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 4,692 | 0.09 | 229 | -5.76 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 9,402 | 89.71 | 459 | 78.60 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 18,070 | 0.88 | 883 | -5.16 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 3,397 | 1,353 | ||||||
| 2025-06-03 | 13F | Invst, LLC | 11,012 | 27.26 | 572 | 37.26 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 38,846 | 0.39 | 1,900 | -5.48 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 56,900 | 2,785 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 28,100 | 1,375 | |||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 11,053 | 574 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 34,795 | 1,700 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 36,687 | 6.61 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 31,011 | 0.48 | 1,515 | -5.43 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 98,976 | 6.33 | 4,836 | 0.02 | ||||
| 2025-08-14 | 13F | Sig Brokerage, Lp | 25,000 | 1,222 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 88,151 | 0.60 | 4,307 | -5.36 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 151,343 | 18.97 | 7 | 16.67 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 32,606 | 256.66 | 1,593 | 236.08 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 760,011 | 34.35 | 37,134 | 26.39 | ||||
| 2025-08-13 | 13F | Nbw Capital Llc | 6,400 | 313 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 6,129 | 19.54 | 301 | 12.78 | ||||
| 2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 7,765 | 379 | ||||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 9,415 | 9.10 | 460 | 2.68 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 6,578 | 24.63 | 321 | 17.15 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 11,920 | 14.40 | 582 | 7.58 | ||||
| 2025-08-13 | 13F | New Harbor Financial Group, LLC | 486,012 | 4.37 | 23,747 | -1.82 | ||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group 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 | 7,747 | 379 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 61,191 | 2.72 | 2,990 | -3.39 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 28,111 | 24.73 | 1,374 | 17.35 | ||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 9,280 | 4.33 | 453 | -1.74 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 5 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 41,308 | 60.85 | 2,018 | 51.39 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 19,701 | 0.80 | 963 | -5.22 | ||||
| 2025-07-24 | 13F | Muhlenkamp & Co Inc | 176,712 | 0.00 | 8,634 | -5.93 | ||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 10,163 | 10.35 | 497 | 3.77 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 21,028 | 1,027 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 32,613 | 22.46 | 1,591 | 15.04 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 15,589 | 115.35 | 762 | 102.93 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 16,078 | 74.86 | 786 | 64.57 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 22,379 | 33.83 | 1,093 | 25.92 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 10,348 | 2.32 | 506 | -3.81 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 2,000 | 98 | ||||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 17,500 | 52.17 | 855 | 43.22 | ||||
| 2025-08-05 | 13F | Wakefield Asset Management LLLP | 26,973 | 1.69 | 1,318 | -4.36 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 23,540 | 3.62 | 1,150 | -2.46 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 104,769 | 7.72 | 5,119 | 1.35 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 26,396 | 56.94 | 1,290 | 47.65 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 41,428 | 5.69 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 29,526 | 11.52 | 1,443 | 4.87 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 24,748 | 46.57 | 1,209 | 37.86 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 47,733 | 12.46 | 2,332 | 5.81 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 660 | 32 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 54,436 | 0.08 | 2,660 | -5.88 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4,584 | 224 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 29,434 | 16.25 | 1,438 | 9.35 | ||||
| 2025-08-07 | 13F | PFG Advisors | 168,204 | 0.19 | 8,218 | -5.75 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 5,655 | 276 | ||||||
| 2025-07-17 | 13F | G&S Capital LLC | 66,876 | 1.56 | 3,268 | -4.47 | ||||
| 2025-08-13 | 13F | Bollard Group LLC | 47,669 | 1.33 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 7,859 | 2.12 | 384 | -4.01 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 429,258 | 2.66 | 21,077 | -2.95 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 57,465 | 0.31 | 2,808 | -5.65 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 208,483 | 4.93 | 10,310 | 13.27 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 4,605 | 0.35 | 225 | -5.88 | ||||
| 2025-08-13 | 13F | McGowan Group Asset Management, Inc. | 15,237 | 0.03 | 744 | -5.94 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 153,264 | 53.40 | 7,488 | 44.28 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 21,126 | 27.06 | 1,032 | 19.58 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 30,132 | 1.72 | 1,472 | -4.29 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 13,654 | 48.41 | 667 | 39.83 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 7,549,227 | 3.05 | 368,855 | -3.06 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 63,457 | 9.66 | 3,101 | 3.16 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 5,134 | 251 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,634,868 | 19.16 | 79,886 | 12.08 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 19,098 | 22.53 | 1 | |||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 76,651 | 3,745 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 565,212 | 4.92 | 28 | 0.00 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 80,511 | 373.18 | 3,934 | 345.41 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 253,365 | 7.54 | 12,379 | 1.17 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 11,287 | 2.55 | 551 | -3.50 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 15,437 | 75.64 | 754 | 65.35 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 6,912 | 18.93 | 338 | 11.96 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 4,178 | 2.00 | 204 | -3.77 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 137 | 7 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 90,930 | 91.49 | 4,443 | 80.13 | ||||
| 2025-08-08 | 13F | Thompson Davis & Co., Inc. | 4,980 | 243 | ||||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 127,604 | 94.21 | 6,235 | 82.71 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 431,900 | 113.07 | 21,103 | 100.44 | |||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8,390 | 0.10 | 412 | -0.72 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 8,246 | 0.04 | 403 | -6.07 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 15,506 | 0.53 | 1 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3,179 | 1.08 | 155 | -4.91 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 137,632 | 1.98 | 6,725 | -4.07 | ||||
| 2025-08-14 | 13F | Fmr Llc | 43,965 | 29.74 | 2,148 | 22.05 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 29,715 | 4.08 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 99,940 | 8.99 | 4,883 | 2.28 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 11,764 | 0.44 | 575 | -5.59 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 600 | 29 | ||||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 7,365 | 383 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 2,026 | 1.45 | 99 | -4.85 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 729,278 | 8.00 | 35,668 | 1.68 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 196 | 2.08 | 10 | 11.11 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 53,384 | 0.85 | 2,608 | -5.13 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 21,631 | 14.66 | 1,057 | 7.87 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 10,026 | 3.70 | 490 | -2.59 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 65,783 | 7.97 | 3,214 | 1.58 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 6,812 | 6.60 | 333 | 0.30 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 18,318 | 29.91 | 900 | 35.19 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 43,700 | 267.23 | 2,135 | 245.47 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 63,600 | 158.54 | 3,107 | 143.30 | |||
| 2025-07-16 | 13F | Castleview Partners, Llc | 5,791 | 6.73 | 283 | 0.36 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 9,168 | 0.42 | 448 | -5.70 | ||||
| 2025-08-05 | 13F | Bard Associates Inc | 11,554 | 4.81 | 565 | -1.40 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 6,868 | 2.11 | 336 | -4.01 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 24,258 | 0.12 | 1,185 | -5.80 | ||||
| 2025-08-07 | 13F | Nwam Llc | 38,585 | 50.04 | 1,922 | 43.90 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 57,266 | 2.08 | 2,798 | -3.95 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 42,598 | 4.27 | 2,081 | -1.89 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 30,669 | 249.54 | 1,498 | 229.23 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 378 | 15.60 | 18 | 12.50 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 400 | 20 | ||||||
| 2025-07-28 | 13F | 5th Street Advisors, LLC | 80,820 | 0.65 | 3,949 | -5.32 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 2 | 0 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 4,916 | 0.39 | 240 | -5.51 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 24,742 | 1.23 | 1 | 0.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 52,799 | 8.53 | 2,580 | 2.10 | ||||
| 2025-08-14 | 13F | Stansberry Asset Management, Llc | 190,187 | 125.02 | 9,293 | 111.71 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 960,485 | 2.62 | 46,929 | -3.47 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 88,793 | 4,338 | ||||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 29,433 | 12.89 | 1,438 | 6.20 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 23,181 | 1,133 | ||||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 3,207 | 8.45 | 157 | 1.96 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 50,768 | 63.29 | 2,481 | 53.66 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 21,000 | 90.32 | 1,026 | 79.06 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 118,344 | 10.99 | 5,782 | 4.41 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 18,178 | 0.75 | 888 | -5.23 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 28,116 | 4.50 | 1,374 | -1.72 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 9,858 | 2.06 | 482 | -3.99 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 531,882 | 0.26 | 25,988 | -5.69 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 17,261 | 45.39 | 843 | 36.85 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 6,254 | 0.50 | 306 | -5.57 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 856,674 | 60.44 | 41,857 | 50.93 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 14,526 | 1.09 | 710 | -4.96 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 11,253 | 4.03 | 550 | -2.14 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 18,816 | 921 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 284,919 | 182.34 | 13,921 | 165.62 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 22,576 | 2.82 | 1,103 | -3.25 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10,016 | 44.43 | 489 | 35.83 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 10,629 | 23.12 | 519 | 15.85 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 307,188 | 0.68 | 15,955 | -0.03 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,715,784 | 5.95 | 132,693 | -0.33 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 51,681 | 282.85 | 2,525 | 260.20 |
