Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock) meliputi Westfield Capital Management Co Lp, Massar Capital Management, LP, Myriad Asset Management US LP, Seldon Capital Lp, Walleye Capital LLC, Glenmede Investment Management, LP, Haven Private, LLC, AlphaCore Capital LLC, Natural Investments, Llc, Kovitz Investment Group Partners, LLC, NewEdge Wealth, LLC, Intergy Private Wealth, LLC, Burns Matteson Capital Management, LLC, Twin Peaks Wealth Advisors, LLC, Fwl Investment Management, Llc, Annis Gardner Whiting Capital Advisors, LLC, WealthCollab, LLC, Tortoise Investment Management, LLC, Traub Capital Management LLC, dan Stephens Consulting, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 366 | 6 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 529,444 | 18.88 | 8,000 | 16.18 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 156,951 | 69.55 | 2,372 | 65.69 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 95 | 578.57 | 1 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 69,842 | 1,055 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 146,090 | 21.72 | 2,207 | 26.91 | ||||
| 2025-08-27 | NP | GSIB - Themes Global Systemically Important Banks ETF | 30,437 | 116.97 | 460 | 112.50 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 34,528 | 1.33 | 1 | |||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 170,397 | 53.32 | 2,575 | 49.83 | ||||
| 2025-08-12 | 13F | Westfield Capital Management Co Lp | 541,882 | 8,188 | ||||||
| 2025-08-25 | NP | AADR - AdvisorShares Dorsey Wright ADR ETF | 67,819 | 18.47 | 1,025 | 15.71 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 35,578 | 10.34 | 538 | 7.83 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 6,916 | 697.69 | 105 | 700.00 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 73,962 | 6.66 | 1,118 | 4.20 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,951 | 49.85 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 90,895 | 2.71 | 1,373 | 0.37 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 25,123 | 21.19 | 380 | 18.44 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 35,488 | 94.42 | 536 | 90.07 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 282,078 | 10.37 | 4,262 | 7.87 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 96,208 | 1,454 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 80 | 1 | ||||||
| 2025-08-13 | 13F | Causeway Capital Management Llc | 301,796 | 4,560 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 53,815 | 4.61 | 813 | 2.26 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1,505 | 83.54 | 23 | 83.33 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 27,452 | 49.77 | 415 | 46.29 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 12,025 | 182 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 53,257 | 155.01 | 813 | 152.48 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 63,217 | 955 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 269,294 | 4,069 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 2,029 | 204.65 | 31 | 200.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 11,313 | 4,973.09 | 171 | 5,566.67 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 24,242 | 13.14 | 370 | 11.78 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 29,182 | 5.19 | 441 | 2.80 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 28,246 | 3.07 | 427 | 0.71 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 46,140 | 28.20 | 697 | 25.36 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 918,216 | 26.93 | 13,874 | 24.05 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,017,709 | 1.39 | 30,488 | -0.90 | ||||
| 2025-08-28 | NP | IDVO - Amplify International Enhanced Dividend Income ETF | 594,283 | 118.64 | 8,980 | 113.68 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 108,501 | 12.82 | 1,639 | 17.66 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 61,405 | 8.81 | 928 | 6.31 | ||||
| 2025-08-14 | 13F | Fmr Llc | 9,684,069 | 0.45 | 146,326 | -1.82 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 101,046 | 0.55 | 1,527 | -1.74 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 370,368 | 2.41 | 5,596 | 0.09 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 499 | 120.80 | 8 | 133.33 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 13,807 | 4.95 | 209 | 2.46 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 242,112 | 85.90 | 3,658 | 81.72 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 42,143 | 14.52 | 637 | 11.97 | ||||
| 2025-08-08 | 13F | Massachusetts Financial Services Co /ma/ | 379,185 | 34.29 | 5,729 | 31.25 | ||||
| 2025-08-07 | 13F | Campbell & CO Investment Adviser LLC | 100,790 | 1,523 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 22,465 | 13.55 | 339 | 11.15 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 29,310 | 1.50 | 443 | -0.90 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 163,866 | 36.97 | 2,476 | 33.91 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 11,127 | 168 | ||||||
| 2025-08-13 | 13F | Federated Hermes, Inc. | 253,494 | 37.22 | 3,830 | 34.15 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 10,746 | 162 | ||||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 456 | 119.23 | 7 | 100.00 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 154,903 | 18.45 | 2,395 | 26.40 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 11,716 | 8.53 | 177 | 6.63 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 25,735 | 0 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 23 | 0 | ||||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 16,598 | 12.61 | 251 | |||||
| 2025-08-14 | 13F | Seldon Capital Lp | 92,885 | 1,403 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 107 | 2 | ||||||
| 2025-07-29 | NP | SGLIX - SGI Global Equity Fund Class I Shares | 97,867 | 12.29 | 1,508 | 13.04 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 265 | 4 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 32,122 | 315.12 | 485 | 307.56 | ||||
| 2025-08-14 | 13F | Point72 Asset Management, L.P. | 254,666 | 3,848 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 24,020 | 37.78 | 363 | 34.57 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 1,677,500 | 16,029.81 | 25,347 | 15,741.88 | |||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 8,896 | 2.12 | 134 | 0.00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 5,595,165 | 7.83 | 84,543 | 5.39 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 1,357,193 | 137.38 | 20,507 | 132.01 | ||||
| 2025-07-23 | 13F | Optas, LLC | 15,823 | 21.62 | 239 | 18.91 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 82,101 | 22.11 | 1,241 | 19.35 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 47,050 | 2.28 | 711 | -0.14 | ||||
| 2025-08-26 | NP | FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 | 73,487 | 24.42 | 1,110 | 21.58 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 16,214 | 11.90 | 245 | 8.93 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 976,618 | 2,625.85 | 14,757 | 2,568.35 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 47,606 | 46.48 | 719 | 43.23 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 457 | 2.93 | 7 | 0.00 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 12,206 | 184 | ||||||
| 2025-08-13 | 13F | M&t Bank Corp | 57,867 | 15.88 | 875 | 13.36 | ||||
| 2025-08-14 | 13F | Massar Capital Management, LP | 500,000 | 7,555 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 58,132 | 3.26 | 878 | 0.92 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 964,866 | 5.07 | 14,579 | 2.70 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 293,729 | 56.26 | 4,439 | 52.72 | ||||
| 2025-07-09 | 13F | Sivia Capital Partners, LLC | 32,398 | 43.85 | 490 | 40.52 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2,064 | 34 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 41,206 | 187.05 | 623 | 181.45 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 21,321 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 548,474 | 846.17 | 8,465 | 844.64 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 42,300 | 639 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 1,557,600 | 23,535 | |||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 14,800 | 3.50 | 224 | 0.90 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 24,221 | 0.60 | 373 | 8.12 | ||||
| 2025-07-25 | 13F | Pzena Investment Management Llc | 24,052 | 8.67 | 363 | 6.14 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 18,318 | 0.69 | 277 | -1.78 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 16,657 | 2.22 | 252 | 0.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,753 | 53.11 | 42 | 70.83 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 61,153 | 17.24 | 924 | 14.64 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 116,965 | 14.13 | 1,767 | 11.55 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 16,024 | 242 | ||||||
| 2025-07-30 | NP | IAFEX - Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund | 328 | 4.79 | 5 | 25.00 | ||||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 75,449 | 2.10 | 1,140 | -0.18 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,921,712 | 4.41 | 29,037 | 2.05 | ||||
| 2025-08-07 | 13F | HighPoint Advisor Group LLC | 16,165 | 0.27 | 244 | 5.63 | ||||
| 2025-07-31 | 13F | Caitong International Asset Management Co., Ltd | 590 | 87.90 | 9 | 100.00 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 20,072 | 3.77 | 310 | 10.71 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 1,217 | 15,112.50 | 18 | -10.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 182,905 | 3.01 | 2,764 | 0.69 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,326 | 5.15 | 50 | 4.17 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 21,475 | 324 | ||||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 151,031 | 4.07 | 2,282 | -0.13 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 226 | 3 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 15,912 | 240 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 2,070,773 | 26.08 | 31,289 | 23.22 | ||||
| 2025-08-13 | 13F | West Family Investments, Inc. | 24,011 | 56.63 | 363 | 52.74 | ||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 505,871 | 23.56 | 7,644 | 20.76 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 11,854 | 1.72 | 182 | 0.56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,190,566 | 0.09 | 17,989 | -2.18 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 239 | 4 | ||||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 70,886 | 2.12 | 1,071 | -0.19 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | 20,507 | 310 | ||||||
| 2025-08-12 | 13F | Country Trust Bank | 87 | 1 | ||||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 532,443 | 6.79 | 8,045 | 4.37 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 53,017 | 11.51 | 801 | 8.98 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 62,636 | 41.07 | 946 | 37.90 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 214 | 205.71 | 3 | 200.00 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 631,310 | 8.98 | 9,539 | 6.52 | ||||
| 2025-07-29 | NP | GINX - SGI Enhanced Global Income ETF | 30,155 | 12.07 | 465 | 12.90 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 58,268 | 100.00 | 880 | 95.56 | ||||
| 2025-07-16 | 13F | Augustine Asset Management Inc | 265,547 | 2.19 | 4,012 | -0.12 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 252,955 | 58.14 | 3,800 | 48.11 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 260 | 92.59 | 4 | 50.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 13,828 | 32.43 | 209 | 32.48 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 9,017 | 91.93 | 136 | 88.89 | ||||
| 2025-08-14 | 13F | Schonfeld Strategic Advisors LLC | 48,675 | 735 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 25,673 | 24.24 | 419 | 41.22 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 471,176 | 10.35 | 7,119 | 7.85 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 751 | 11 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 794 | 12 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 22,938 | 67.49 | 347 | 63.98 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 7,727 | 176.16 | 117 | 169.77 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,994 | 51.63 | 30 | 50.00 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 10,901 | 4.05 | 169 | 11.26 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 170 | 3 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2,858 | 270.69 | 43 | 290.91 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,302,411 | 19.70 | 34,789 | 16.99 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 14,446 | 0 | ||||||
| 2025-07-22 | 13F | Clarius Group, LLC | 12,484 | 23.71 | 189 | 20.51 | ||||
| 2025-08-04 | 13F | AdvisorShares Investments LLC | 67,819 | 18.47 | 1,025 | 18.66 | ||||
| 2025-08-14 | 13F | Xponance, Inc. | 13,447 | 1.57 | 203 | -0.49 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 2,381 | 27.46 | 36 | 25.00 | ||||
| 2025-08-13 | 13F | Quantbot Technologies LP | 85,009 | 1,284 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 866 | 18.14 | 13 | 30.00 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 3,577 | 0.90 | 54 | 0.00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 65,854 | 2.61 | 995 | 0.30 | ||||
| 2025-08-14 | 13F | CIBC Asset Management Inc | 119,643 | 1.17 | 1,763 | -0.90 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 848 | 79.66 | 13 | 71.43 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 12,375 | 193 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 110,197 | 3.80 | 1,665 | 1.46 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 205,071 | 75,571.96 | 3,099 | 77,350.00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 368,987 | 108.17 | 5,575 | 103.47 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 7,370 | 139.91 | 112 | 131.25 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 942 | 3.63 | 14 | 0.00 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 167 | 3 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,447 | 158 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,979 | 163.16 | 30 | 163.64 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 56,949 | 860 | ||||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 11,849 | 2.10 | 179 | 0.00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 4,456 | 1,323.64 | 0 | |||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 80,550 | 18.64 | 1,314 | 34.94 | ||||
| 2025-07-28 | NP | AVDE - Avantis International Equity ETF This fund is a listed as child fund of American Century Companies 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 | 1,340,775 | 9.61 | 20,661 | 10.33 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 276 | 153.21 | 4 | 300.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 201,936 | 2.86 | 3,051 | 0.76 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 149,210 | 1.96 | 2,255 | -0.35 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 82 | 1 | ||||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 13,491 | 32.86 | 204 | 30.13 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 165,142 | 28.38 | 2 | 100.00 | ||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 166,010 | 4.40 | 2,508 | 2.03 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3,743 | 401.74 | 57 | 409.09 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 18,660 | 282 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 24,243 | 65.62 | 366 | 61.95 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 623,557 | 7.79 | 9,423 | 5.36 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 206 | 3 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 43,326 | 24.44 | 655 | 21.56 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 221,149 | 13.42 | 3 | 0.00 | ||||
| 2025-08-07 | 13F | Capital Wealth Planning, LLC | 597,575 | 119.85 | 9,029 | 114.87 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 13,688 | 0.87 | 207 | -1.44 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 18,070 | 5.02 | 273 | 2.63 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,800 | 9.46 | 42 | 35.48 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 22,581 | 341 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 38 | 1,800.00 | 1 | |||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 127 | 2 | ||||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 80,482 | 6.87 | 1,216 | 4.47 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 11,011 | 166 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 29,254 | 46.76 | 442 | 53.47 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 99,889 | 14.35 | 1,509 | 11.78 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 20,582 | 2.40 | 311 | 0.00 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 13,327 | 7.24 | 201 | 4.69 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 12,539 | 189 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 18,699 | 6.21 | 283 | 3.68 | ||||
| 2025-07-30 | 13F | Rnc Capital Management Llc | 41,763 | 13.46 | 631 | 10.90 | ||||
| 2025-07-10 | 13F | Myriad Asset Management US LP | 169,492 | 2,561 | ||||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 26,256 | 35.82 | 397 | 32.89 | ||||
| 2025-06-25 | NP | GENW - Genter Capital International Dividend ETF | 1,963 | 19.99 | 28 | 12.50 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 58,805 | 92.25 | 889 | 88.14 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 384 | 39.64 | 6 | 25.00 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 310,086 | 2.82 | 4,685 | 0.49 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 17,686 | 267 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 25,117 | 7.03 | 380 | 4.70 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 10,312 | 156 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 436,288 | 6,592 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 83,255 | 22.75 | 1,258 | 19.94 | ||||
| 2025-07-30 | NP | QDISX - Fisher Investments Institutional Group Stock Fund for Retirement Plans | 104 | 2 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 11,265 | 89.42 | 170 | 86.81 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 226,274 | 1.88 | 3,419 | -0.41 | ||||
| 2025-07-30 | NP | QDVSX - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans | 167 | 3 | ||||||
| 2025-03-27 | NP | PTIN - Pacer Trendpilot International ETF | 56,216 | 0.02 | 836 | 2.83 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 53,223 | 4.10 | 804 | 1.77 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 6,517,672 | 0.33 | 98,482 | -1.94 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 39,554 | 28.20 | 598 | 25.16 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 2,570 | 39 | ||||||
| 2025-08-12 | 13F | American Century Companies Inc | 1,742,585 | 8.56 | 26,330 | 6.11 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 251,199 | 2.39 | 3,796 | 0.08 |
