Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Grayscale Bitcoin Trust (BTC) meliputi Alkeon Capital Management Llc, Old Mission Capital Llc, WESCAP Management Group, Inc., Financial Engines Advisors L.L.C., Ballast, Inc., Angeles Wealth Management, Llc, Stark Wealth Management LLC, Midwest Trust Co, Advyzon Investment Management, LLC, 180 Wealth Advisors, Llc, Cornerstone Planning, LLC, Hobbs Group Advisors, LLC, Quantinno Capital Management LP, Pensionmark Financial Group, Llc, Bessemer Group Inc, Gilman Hill Asset Management, LLC, Boreal Capital Management LLC, Triton Wealth Management, PLLC, Capital Investment Advisors, LLC, dan AlphaCore Capital LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5,581 | 1.81 | 473 | 32.49 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 157,710 | 39.85 | 13 | 85.71 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 2,400 | 204 | ||||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 12,468 | 3.08 | 1,058 | 34.14 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 2,725 | 231 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 92,100 | 62.72 | 7,813 | 111.82 | |||
| 2025-07-08 | 13F | Strategic Advocates LLC | 2,732 | 232 | ||||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 3,880 | 329 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 195,600 | 94.24 | 16,593 | 152.85 | |||
| 2025-08-14 | 13F | Advisor OS, LLC | 3,415 | 3.17 | 290 | 34.42 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1,020,326 | 218.63 | 86,554 | 314.77 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 13,272 | 137.13 | 1,126 | 209.07 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 2,129 | 17.36 | 181 | 52.54 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 72,972 | 6,190 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 4,197 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 2,958 | 251 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 251 | 21 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 80,100 | 6,795 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 481,900 | 38.44 | 40,880 | 80.20 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 75,000 | 15.03 | 6,362 | 49.73 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 190,657 | 453.29 | 16,173 | 620.40 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 494,800 | 35.93 | 41,974 | 76.94 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 229,800 | 10.00 | 19,494 | 43.18 | |||
| 2025-08-14 | 13F | Stifel Financial Corp | 28,757 | 1.59 | 2,439 | 32.27 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 388 | 33 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 113,310 | 400.60 | 9,612 | 551.66 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 2,905 | 246 | ||||||
| 2025-07-31 | 13F/A | Avion Wealth | 141 | 1,310.00 | 0 | |||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 5,747 | 488 | ||||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 2,710 | 230 | ||||||
| 2025-07-03 | 13F | Garde Capital, Inc. | Put | 271 | 30.29 | |||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 48,096 | 100.00 | 4,080 | 160.31 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 14,850 | 1,023 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 62 | 6 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 6,087 | 33.81 | 561 | 89.53 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 20,088 | 0.57 | 1,704 | 30.98 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 16 | 1 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 2,497 | 212 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9,422 | 79.02 | 799 | 132.94 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 11,248 | 2.52 | 954 | 33.61 | ||||
| 2025-07-15 | 13F | Bnc Wealth Management, Llc | 2,600 | 221 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 81 | 22.73 | 7 | 50.00 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 5,388 | 0.37 | 428 | 30.58 | ||||
| 2025-08-14 | 13F | Alkeon Capital Management Llc | Call | 400,000 | 33,932 | |||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 3,740 | 1.58 | 317 | 32.64 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 526 | 0.19 | 49 | 23.08 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 45,040 | 14.46 | 3,821 | 48.99 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 10,829 | 173.74 | 919 | 257.20 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 2,949 | 250 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4,849 | 31.02 | 411 | 70.54 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 5,611 | 15.14 | 476 | 49.84 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 123 | 146.00 | 10 | 233.33 | ||||
| 2025-08-12 | 13F | Warberg Asset Management LLC | 5,001 | 424 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 6,571 | 119.40 | 557 | 185.64 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 496 | 42 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 35,848 | 2.78 | 3,041 | 33.80 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 12,864 | 1,091 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 8,301 | 0.70 | 704 | 31.10 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 5,871 | 8.50 | 498 | 41.48 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 5,741 | 0.70 | 487 | 31.00 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 4,393 | 3.54 | 373 | 34.78 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 23,861 | 0.53 | 2,024 | 30.92 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 7,870 | 18.88 | 668 | 54.76 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 7,862 | 667 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6,077 | 1.37 | 516 | 32.05 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 2,697 | 229 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 21,723 | 11.91 | 1,843 | 45.61 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 128,807 | 15.73 | 10,927 | 50.64 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 5,514 | 8,383.08 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 575 | 36.90 | 49 | 77.78 | ||||
| 2025-07-21 | 13F | 25 Llc | 2,610 | 221 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 878 | 0.34 | 78 | 21.88 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4,559 | 387 | ||||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 2,495 | 212 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 1,446 | 123 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 22,186 | 59.49 | 1,882 | 107.73 | ||||
| 2025-08-06 | 13F | Princeton Capital Management Llc | 6,677 | 20.52 | 566 | 56.79 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 21,626 | 11.92 | 1,835 | 45.67 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 2,900 | 246 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 11,907 | 0.08 | 1 | |||||
| 2025-07-16 | 13F | Embree Financial Group | 11,597 | 1.37 | 984 | 31.95 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 2,950 | 250 | ||||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 107 | 9 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 14,754 | 1,252 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4,305 | 24.85 | 365 | 62.95 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 7,215 | 0.52 | 612 | 31.05 | ||||
| 2025-08-12 | 13F | Stevens Capital Management Lp | 4,172 | 0 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 11,163 | 37.88 | 947 | 79.51 | ||||
| 2025-08-12 | 13F | Sandhill Capital Partners LLC | 2,612 | 222 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 7,969 | 36.11 | 676 | 77.43 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 2,921 | 248 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | Call | 85,700 | 124 | |||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 5,546 | 9.82 | 470 | 42.86 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 149 | 63.74 | 13 | 140.00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3,428 | 291 | ||||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 2,969 | 252 | ||||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 2,863 | 243 | ||||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 5,996 | 0.23 | 509 | 30.59 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 41,540 | 0.48 | 3,524 | 30.77 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 140 | 12 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 5,974 | 5.08 | 507 | 36.76 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 40,567 | 1.05 | 3,441 | 31.54 | ||||
| 2025-07-24 | 13F | CWM Advisors, LLC | 2,507 | 213 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 5,959 | 33.52 | 506 | 74.14 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,425 | 206 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 10 | 1 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 42 | 90.91 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 2,502 | 212 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 140 | 25.00 | 9 | 80.00 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 2,548 | 69.87 | 216 | 122.68 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10,995 | 5.63 | 1 | |||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 2,737 | 0 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 33,033 | 1.71 | 2,802 | 40.10 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5,356 | 2.12 | 444 | 26.50 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1,756 | 149 | ||||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 2,568 | 0 | ||||||
| 2025-08-14 | 13F | Camden Capital, LLC | 2,449 | 208 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 68,650 | 275.24 | 5,824 | 374.19 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 13,446 | 1.17 | 1,141 | 31.64 | ||||
| 2025-06-26 | NP | Voya Prime Rate Trust | Short | -164,346 | -11.43 | -12,206 | -18.20 | |||
| 2025-07-09 | 13F | Channel Wealth Llc | 9,368 | 53.57 | 795 | 100.00 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 2,643 | 224 | ||||||
| 2025-07-25 | 13F | Cypress Capital Group | 3,067 | 260 | ||||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 3,690 | 346 | ||||||
| 2025-07-30 | 13F | apricus wealth, LLC | 2,500 | 212 | ||||||
| 2025-08-14 | 13F | Cantor Fitzgerald, L. P. | 8,232 | 4.20 | 698 | 35.80 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 29,748 | 14.38 | 2,524 | 48.85 | ||||
| 2025-03-11 | 13F/A | Elequin Capital Lp | 93 | 6 | ||||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 2,616 | 222 | ||||||
| 2025-08-12 | 13F | Miller Financial Services LLC | 2,980 | 253 | ||||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 2,536 | 215 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 8,975 | 74.27 | 761 | 127.16 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 6,649 | 492 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 18,648 | 1,582 | ||||||
| 2025-07-16 | 13F | Kennicott Capital Management Llc | 2,601 | 221 | ||||||
| 2025-07-17 | 13F | Avondale Wealth Management | 1 | 0 | ||||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 2,565 | 218 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 72,811 | 22.66 | 6,177 | 59.67 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2,129 | 8.90 | 181 | 21.62 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3,300 | 280 | ||||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 2,714 | 230 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1,178 | 3.51 | 100 | 33.78 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 2,895 | 246 | ||||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 21,021 | 4.19 | 1,783 | 35.69 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 15,782 | 9.87 | 1,339 | 42.95 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 43,873 | 0.92 | 3,722 | 31.34 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 16,048 | 3.91 | 1,361 | 35.29 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 6,810 | 0.89 | 578 | 31.44 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 32,763 | 6.02 | 2,779 | 21.51 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | Call | 400 | 17 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 1,098 | 57.31 | 93 | 106.67 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 7,449 | 23.37 | 632 | 60.56 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 5,503 | 13.84 | 467 | 47.94 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 3,033 | 257 | ||||||
| 2025-08-12 | 13F | MWA Asset Management | 2,752 | 233 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 54,331 | 1.08 | 4,989 | 19.53 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 626 | 5.92 | 53 | 39.47 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 2,502 | 212 | ||||||
| 2025-08-13 | 13F | Laidlaw Wealth Management LLC | 3,335 | 283 | ||||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 5,050 | 21.10 | 428 | 57.93 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 4,725 | 1.07 | 401 | 31.58 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,156 | 63.58 | 183 | 114.12 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 327 | 44.05 | 28 | 92.86 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 5,070 | 430 | ||||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 2,600 | 221 | ||||||
| 2025-08-06 | 13F | Nvwm, Llc | 12,936 | 5,573.68 | 1,097 | 7,735.71 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 169,276 | 2.04 | 14,360 | 32.79 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 49,489 | 7.89 | 4,198 | 40.45 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 5,942 | 2.15 | 504 | 33.07 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 7,543 | 19.20 | 640 | 55.10 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 2,804 | 238 | ||||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 2,517 | 214 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 11,865 | 8.51 | 1,105 | 33.29 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 70,124 | 180.36 | 5,949 | 264.91 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 46,103 | 4.22 | 3,911 | 35.67 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 2,588 | 220 | ||||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 2,400 | 0 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 5,220 | 3.37 | 443 | 34.35 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 2,764 | 234 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 12,029 | 0.42 | 1,020 | 30.77 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,267 | 0.89 | 192 | 31.51 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 4,869 | 413 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 31,774 | 2,695 | ||||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 20,079 | 2.11 | 1,703 | 32.94 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7,259 | 66.76 | 616 | 117.31 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 3,004 | 255 | ||||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 2,455 | 208 | ||||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 4,161 | 353 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2,970 | 8.04 | 252 | 40.22 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 2,586 | 219 | ||||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 735 | 0.27 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2,900 | 246 | ||||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 2,655 | 225 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 56,098 | 0.28 | 4,759 | 30.53 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 12,792 | 14.29 | 1,085 | 48.83 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 20,541 | 2.51 | 1,742 | 33.49 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 18,873 | 0.24 | 1,601 | 30.51 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 49,653 | 203.61 | 4,212 | 295.49 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 2,651 | 225 | ||||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 6,565 | 8.24 | 557 | 40.76 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8,243 | 1.92 | 537 | -10.20 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 6,897 | 1.47 | 585 | 32.35 | ||||
| 2025-07-21 | 13F | Washington Growth Strategies Llc | 2,457 | 0 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7,871 | 1.52 | 668 | 32.08 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 8,952 | 1.47 | 759 | 32.23 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 11,225 | 3.89 | 952 | 31.67 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 13,420 | 6,610.00 | 1,138 | 8,653.85 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 2,670 | 226 | ||||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 8,104 | 45.26 | 687 | 89.26 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 2,472 | 210 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 72,900 | 11.31 | 6,184 | 44.93 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 20,293 | 21.26 | 1,721 | 57.89 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 9,151 | 1.22 | 1 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 100 | 8 | ||||||
| 2025-07-29 | 13F | Ballast, Inc. | 22,348 | 1,896 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 53,577 | 7.62 | 4,545 | 40.07 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 1,430 | 93 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 2,600 | 221 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 13,583 | 0.26 | 1,152 | 28.57 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 1,239 | 4,488.89 | 105 | 10,400.00 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1,025 | 41.38 | 87 | 82.98 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 3,033 | 257 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 20,602 | 5.58 | 1,748 | 37.45 | ||||
| 2025-05-14 | 13F | Pilgrim Partners Asia Pte Ltd | 12,130 | 37.06 | 791 | 20.61 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 4,198 | 0 | ||||||
| 2025-08-08 | 13F | Creative Planning | 96,247 | 8.87 | 8,165 | 41.71 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1,579 | 7.34 | 134 | 40.00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10,657 | 35.19 | 904 | 76.22 | ||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | 362,801 | 239.63 | 30,776 | 342.12 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 7,861 | 1.29 | 667 | 31.88 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 2,884 | 245 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 64,382 | 5,462 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 17,290 | 96.21 | 1,467 | 155.40 | ||||
| 2025-07-10 | 13F | Clare Market Investments LLC | 7,854 | 104.32 | 666 | 166.40 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 10,279 | 166.02 | 872 | 247.01 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 12,256 | 30.09 | 1,022 | 66.72 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 10,725 | 30.40 | 910 | 69.59 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 1,049 | 89 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 936 | 6.48 | 61 | -6.15 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 2,228 | 9.86 | 145 | -3.33 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 5,375 | 15.12 | 456 | 49.67 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 6,710 | 5.67 | 569 | 17.81 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 2,741 | 0.85 | 233 | 31.07 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 2,621 | 222 | ||||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 2,510 | 213 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 5,769 | 19.89 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 5,979 | 1.70 | 1 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 104 | 9 | ||||||
| 2025-07-17 | 13F | Coastline Trust Co | 22 | 10.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,386 | 5.53 | 202 | 37.41 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 149 | 14 | ||||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 101,575 | 30.34 | 8,617 | 69.67 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 11,094 | 64.97 | 941 | 114.84 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 6,950 | 590 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 25,612 | 2,079.74 | 2,173 | 2,757.89 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 30,300 | 46.38 | 2,570 | 90.51 | |||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 10,200 | 1,357.14 | 865 | 1,822.22 | |||
| 2025-07-24 | 13F | Boomfish Wealth Group, LLC | 2,603 | 221 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,010 | 431.58 | 86 | 608.33 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 3,144 | 42.91 | 267 | 86.01 | ||||
| 2025-06-26 | NP | Templeton Global Income Fund | Short | -96,815 | -18.98 | -7,190 | -25.17 | |||
| 2025-07-30 | 13F | Sentry LLC | 3,657 | 3.57 | 310 | 34.78 |
