STWD / Starwood Property Trust, Inc. - Kepemilikan Institusional - Pembeli

Starwood Property Trust, Inc.
US ˙ NYSE ˙ US85571B1052

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Starwood Property Trust, Inc. meliputi Kingstone Capital Partners Texas, LLC, Sig Brokerage, Lp, Advanced Series Trust - Ast Small-cap Growth Portfolio, LRGF - iShares Edge MSCI Multifactor USA ETF, Cibc World Markets Corp, IFC Advisors LLC, Centiva Capital, LP, Tudor Investment Corp Et Al, WSML - iShares MSCI World Small-Cap ETF, Longboard Asset Management, LP, Westbourne Investment Advisors, Inc., NEOS Investment Management LLC, Verition Fund Management LLC, HSMV - First Trust Horizon Managed Volatility Small/Mid ETF, Peddock Capital Advisors, Llc, Equitable Holdings, Inc., Left Brain Wealth Management, LLC, Corps Capital Advisors, LLC, Roman Butler Fullerton & Co, dan Boreal Capital Management 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.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 12,390 0.67 249 2.06
2025-08-28 NP ONEO - SPDR Russell 1000 Momentum Focus 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 787 109.31 16 114.29
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional This fund is a listed as child fund of BlackRock, 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 54,975 2.83 1,055 1.93
2025-07-14 13F Farmers & Merchants Investments Inc 257 10.78 5 25.00
2025-06-24 NP QDEF - FlexShares Quality Dividend Defensive Index Fund This fund is a listed as child fund of Northern Trust 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 106,488 1,261.74 2,044 1,252.98
2025-08-18 13F Wolverine Trading, Llc Call 116,500 7.08 2,377 10.05
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 686 14
2025-08-14 13F Sunbelt Securities, Inc. 66,848 4.56 1,267 0.24
2025-08-18 13F Geneos Wealth Management Inc. 1,113 8.06 22 10.00
2025-07-28 13F RFG Advisory, LLC 167,788 2.24 3,367 3.79
2025-06-23 NP IYY - iShares Dow Jones U.S. ETF This fund is a listed as child fund of BlackRock 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 13,518 1.90 259 1.17
2025-08-12 13F XTX Topco Ltd 87,049 1,747
2025-08-18 13F Wolverine Trading, Llc Put 204,200 308.40 4,166 319.86
2025-08-14 13F Colony Group, LLC 657,323 0.02 13,193 1.53
2025-08-13 13F Rsm Us Wealth Management Llc 10,484 215
2025-08-14 13F D. E. Shaw & Co., Inc. Put 155,400 344.00 3,119 351.23
2025-07-30 13F Securian Asset Management, Inc 24,558 0.95 493 2.50
2025-08-13 13F Kilter Group LLC 849 17
2025-08-12 13F LPL Financial LLC 535,764 7.97 10,753 9.61
2025-07-25 13F Apollon Wealth Management, LLC 72,214 13.21 1,449 14.91
2025-08-15 13F Kestra Advisory Services, LLC 292,875 10.93 5,878 12.63
2025-06-26 NP PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6 1,430 12.16 27 12.50
2025-08-13 13F 1832 Asset Management L.P. 668,099 275.13 13,409 280.80
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 134,901 1.34 2,707 2.89
2025-07-31 13F CVA Family Office, LLC 78 2
2025-08-28 NP SMMD - iShares Russell 2500 ETF This fund is a listed as child fund of BlackRock 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 74,603 1.63 1,497 3.17
2025-08-07 13F ProShare Advisors LLC 14,300 4.79 287 6.69
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 -6,200 31.91 -124 34.78
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 75,929 1.11 1,524 2.63
2025-08-08 13F Skaana Management L.P. Call 6,500 130
2025-07-29 NP GAAVX - GMO Alternative Allocation Fund Class VI Short -3,600 -71
2025-07-11 13F Kingstone Capital Partners Texas, LLC 38,625,643 766
2025-06-26 NP FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc 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 96,167 2.03 1,845 1.21
2025-08-15 13F CI Private Wealth, LLC 313,052 111.21 6,283 114.44
2025-08-21 NP MORT - VanEck Vectors Mortgage REIT Income ETF 1,339,874 0.11 26,891 1.63
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 44,942 19.54 902 21.27
2025-08-14 13F State Street Corp 10,474,747 5.66 215,162 7.24
2025-08-26 13F/A Thrivent Financial For Lutherans 85,229 13.49 2 0.00
2025-08-25 13F/A Neuberger Berman Group LLC 1,039,674 0.18 20,866 1.70
2025-07-22 13F MAS Advisors LLC 20,155 4.03 405 5.48
2025-08-13 13F EverSource Wealth Advisors, LLC 5,535 42.73 111 46.05
2025-06-27 NP SDIV - Global X SuperDividend ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. 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 398,935 2.75 7,656 1.90
2025-06-26 NP FEQHX - Fidelity Hedged Equity Fund 9,945 25.87 191 25.00
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 120,741 6.06 2,423 7.69
2025-07-16 13F Register Financial Advisors LLC 66,191 58.45 1,328 60.97
2025-08-14 13F Aristeia Capital Llc 13,675 4.83 274 6.61
2025-08-12 13F/A Boston Partners 1,102,847 124.36 22,060 128.76
2025-08-14 13F Alliancebernstein L.p. 444,938 6.49 8,930 8.11
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 35,417 680
2025-07-30 NP RIET - Hoya Capital High Dividend Yield ETF 74,517 29.24 1,472 24.34
2025-08-28 NP ONEY - SPDR Russell 1000 Yield Focus 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 47,335 12.43 950 14.18
2025-08-14 13F Van Eck Associates Corp 1,141,944 1.40 23 0.00
2025-08-14 13F Smartleaf Asset Management LLC 4,443 75.54 91 80.00
2025-08-14 13F Hrt Financial Lp 713,415 315.40 14 366.67
2025-08-11 13F Citigroup Inc 129,512 32.60 2,599 34.66
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 133 3
2025-08-11 13F United Advisor Group, LLC 153,559 2.65 3,082 4.19
2025-08-13 13F Fiduciary Group LLC 29,555 12.15 593 13.82
2025-08-28 NP VLU - SPDR S&P 1500 Value Tilt 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 13,629 15.41 274 17.17
2025-08-08 13F Creative Planning 46,782 18.02 939 19.80
2025-08-22 NP CVMC - Calvert US Mid-Cap Core Responsible Index ETF 2,300 4.26 46 6.98
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A) 43,944 2.67 882 4.14
2025-06-17 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 7,909 152
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 18,928 374
2025-07-21 13F Grassi Investment Management 95,700 168.07 2
2025-08-13 13F Brown Advisory Inc 47,165 0.71 947 2.27
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 90,700 372.40 1,791 355.73
2025-04-17 NP FLCGX - QUANTEX FUND Retail Class 1,245 25
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, 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 45,624 5.49 876 4.67
2025-08-12 13F Charles Schwab Investment Management Inc 2,247,590 2.40 45,109 3.95
2025-08-14 13F Bnp Paribas Arbitrage, Sa 176,280 34.17 3,538 36.20
2025-07-22 13F IMC-Chicago, LLC Call 243,600 71.55 4,889 74.17
2025-07-28 13F IFC Advisors LLC 36,273 728
2025-06-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock 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 15,633 5.06 300 4.18
2025-08-28 NP QCSTRX - Stock Account Class R1 876,191 1.66 17,585 3.20
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 82,855 8.22 1,663 9.85
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc 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 597,379 1.20 11,798 -2.59
2025-08-14 13F Bank Of America Corp /de/ 1,351,457 0.25 27,124 1.77
2025-07-25 NP SCHK - Schwab 1000 Index ETF This fund is a listed as child fund of Charles Schwab Investment Management 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 23,950 2.68 473 -1.05
2025-07-14 13F Proathlete Wealth Management Llc 38 1
2025-07-30 13F SkyOak Wealth, LLC 207,155 2.46 4,158 4.03
2025-08-08 13F Meridian Wealth Management, LLC 18,491 1.37 371 3.06
2025-08-12 13F J.w. Cole Advisors, Inc. 11,385 228
2025-07-22 13F IMC-Chicago, LLC Put 230,000 98.79 4,616 101.84
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 139,465 3.40 2,799 4.99
2025-08-12 13F Northwestern Mutual Investment Management Company, Llc 72,002 1.10 1,445 2.70
2025-08-28 NP SPMD - SPDR(R) Portfolio Mid Cap 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 1,458,685 2.91 29,276 4.47
2025-08-05 13F Simplex Trading, Llc Call 259,400 0.46 5 0.00
2025-08-14 13F Cibc World Markets Corp Put 51,700 1,038
2025-08-05 13F Simplex Trading, Llc Put 336,600 161.13 7 200.00
2025-07-23 13F Klp Kapitalforvaltning As 66,000 6.11 1,352 7.65
2025-07-14 13F Park Avenue Securities Llc 16,214 49.33 0
2025-08-14 13F Schonfeld Strategic Advisors LLC 71,486 7.68 1,435 9.30
2025-08-08 13F Financial Gravity Companies, Inc. 2,101 44
2025-08-14 13F Hurley Capital, LLC 2,209 18.76 44 22.22
2025-07-15 13F Focused Wealth Management, Inc 204,304 2.14 4,100 3.69
2025-08-12 13F Boreal Capital Management LLC 8,000 164
2025-06-26 NP FLAPX - Fidelity Flex Mid Cap Index Fund This fund is a listed as child fund of Fmr Llc 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 14,790 16.28 284 15.04
2025-07-11 13F Farther Finance Advisors, LLC 45,989 24.66 923 25.96
2025-06-27 NP CVSIX - Calamos Market Neutral Income Fund Class A Short -45,000 -25.00 -864 -25.67
2025-08-13 13F Norges Bank 3,562,131 71,492
2025-07-15 13F Public Employees Retirement System Of Ohio 106,162 0.69 2,131 2.21
2025-08-14 13F Diversify Advisory Services, LLC 66,442 87.34 1,322 94.13
2025-08-14 13F Stifel Financial Corp 519,998 30.26 10,436 32.24
2025-08-14 13F Verition Fund Management LLC Put 15,100 303
2025-07-28 13F Twin Tree Management, LP Call 2,338,800 25.48 46,940 27.38
2025-08-14 13F Verition Fund Management LLC 30,464 611
2025-08-12 13F Steward Partners Investment Advisory, Llc 229,608 2.00 4,608 3.55
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 103,018 27.53 2,108 27.93
2025-08-12 13F Country Trust Bank 200 4
2025-07-08 13F Red Spruce Capital, LLC 33,472 3.00 672 4.52
2025-07-17 13F Global Trust Asset Management, LLC 4,975 41.13 100 43.48
2025-06-26 NP FSMDX - Fidelity Mid Cap Index Fund This fund is a listed as child fund of Fmr Llc 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 1,189,641 20.54 22,829 19.55
2025-04-30 13F Sofos Investments, Inc. 2,071 44
2025-06-24 NP SFLNX - Schwab Fundamental US Large Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management 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 117,324 5.93 2,251 5.04
2025-07-31 13F Caitong International Asset Management Co., Ltd 788 377.58 16 400.00
2025-08-26 NP TFPN - Blueprint Chesapeake Multi-Asset Trend ETF 36,115 109.79 725 112.94
2025-08-22 NP CVLC - Calvert US Large-Cap Core Responsible Index ETF 3,795 7.60 76 10.14
2025-08-14 13F Avenir Corp 95,793 25.39 1,923 27.28
2025-08-14 13F Aqr Capital Management Llc 83,298 128.87 1,672 132.41
2025-06-24 NP SWMCX - Schwab U.S. Mid-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management 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 53,115 18.89 1,019 17.94
2025-06-18 NP REUYX - Sustainable Equity Fund Class Y 0 -100.00 0 -100.00
2025-07-24 13F IFP Advisors, Inc 4,664 14.29 107 32.50
2025-07-25 13F We Are One Seven, LLC 55,769 4.97 1,119 6.57
2025-08-04 13F Strs Ohio 133,763 11.30 2,685 12.96
2025-08-14 13F Xponance, Inc. 44,637 6.74 896 8.35
2025-07-21 13F Creative Capital Management Investments LLC 408 8
2025-05-01 13F Schechter Investment Advisors, LLC 17,570 2.47 347 7.10
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 2,351 9.76 47 11.90
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 288,641 32.98 5,539 31.88
2025-08-01 13F Envestnet Asset Management Inc 492,685 11.36 9,888 13.06
2025-08-14 13F Limestone Investment Advisors LP 259
2025-07-09 13F Stony Point Wealth Management Inc. 534,176 11.88 10,721 13.58
2025-08-14 13F Two Sigma Advisers, Lp 858,300 88.26 17,226 91.12
2025-08-12 13F SlateStone Wealth, LLC 86,580 6.43 2 0.00
2025-08-14 13F Quarry LP 3,783 76
2025-08-13 13F Edgestream Partners, L.P. 65,844 1,321
2025-08-08 13F Kingsview Wealth Management, LLC 21,238 34.84 426 36.98
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 52,650 1.15 1,057 2.62
2025-08-13 13F Capital Fund Management S.a. Put 16,500 331
2025-08-11 13F HighTower Advisors, LLC 2,165,040 8.60 43,452 10.25
2025-08-13 13F Transce3nd, LLC 22 340.00 0
2025-08-15 13F Great West Life Assurance Co /can/ 298,031 0.31 6 0.00
2025-08-26 NP XJH - iShares ESG Screened S&P Mid-Cap ETF This fund is a listed as child fund of BlackRock 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 35,328 5.08 709 6.78
2025-08-26 NP Profunds - Profund Vp Mid-cap Value 2,308 12.42 46 15.00
2025-08-13 13F NEOS Investment Management LLC 15,267 306
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 6,937 18.80 139 20.87
2025-06-26 NP LRGF - iShares Edge MSCI Multifactor USA ETF This fund is a listed as child fund of BlackRock 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 70,621 1,355
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 195,825 0.26 3,930 1.79
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc 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 147,465 1.74 2,830 0.89
2025-08-04 13F MeadowBrook Investment Advisors LLC 17,410 0.20 349 1.75
2025-08-26 NP IYR - iShares U.S. Real Estate ETF This fund is a listed as child fund of BlackRock 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 958,866 10.11 19,244 11.78
2025-06-25 NP HSMV - First Trust Horizon Managed Volatility Small/Mid ETF This fund is a listed as child fund of First Trust Advisors Lp 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 14,289 274
2025-08-04 13F Retirement Systems of Alabama 394,147 1.10 7,911 2.63
2025-07-25 NP INUTX - Columbia Dividend Opportunity Fund Class A 1,054,900 14.94 20,834 10.62
2025-07-28 13F New York State Teachers Retirement System 139,750 0.07 3 0.00
2025-08-04 13F Hantz Financial Services, Inc. 4,319 4,262.63 0
2025-06-24 NP Neuberger Berman Real Estate Securities Income Fund Inc 351,756 39.39 6,750 38.26
2025-08-14 13F Quantinno Capital Management LP 59,056 48.79 1,185 51.15
2025-08-12 13F Left Brain Wealth Management, LLC 10,625 213
2025-08-15 13F Captrust Financial Advisors 50,245 282.85 1,008 289.19
2025-06-25 NP DIVB - iShares U.S. Dividend and Buyback ETF This fund is a listed as child fund of BlackRock 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 17,144 26.81 329 25.67
2025-07-29 NP ESGV - Vanguard ESG U.S. Stock ETF ETF Shares 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 68,955 0.55 1,362 -3.27
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares 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 2,200 57.14 44 62.96
2025-08-13 13F Colony Capital, Inc. Put 65,700 235.20 1,319 240.57
2025-08-14 13F DoubleLine ETF Adviser LP 18,987 2.01 381 3.81
2025-08-19 13F Newbridge Financial Services Group, Inc. 600 81.82 12 100.00
2025-08-13 13F Lido Advisors, LLC 153,131 1.51 3,147 3.01
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock 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 396,350 15.79 7,955 17.54
2025-08-11 13F CBIZ Investment Advisory Services, LLC 245 24,400.00 5
2025-08-14 13F DecisionPoint Financial, LLC 26 1
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 34,530 0.22 693 1.76
2025-07-28 NP VCGAX - Growth & Income Fund 13,495 42.93 267 37.82
2025-07-07 13F Peak Financial Advisors Llc 23,899 5.85 480 7.40
2025-07-29 NP IVOO - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 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 476,298 5.89 9,407 1.91
2025-08-15 13F Equitable Holdings, Inc. 12,134 244
2025-08-12 13F Pathstone Holdings, LLC 218,264 13.45 4,383 15.22
2025-08-14 13F Caption Management, LLC Put 275,000 5,519
2025-07-30 13F Whittier Trust Co 159,938 0.27 3,208 1.74
2025-06-26 NP FIOOX - Fidelity Series Large Cap Value Index Fund This fund is a listed as child fund of Fmr Llc 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 108,089 4.39 2,074 3.54
2025-08-14 13F Jane Street Group, Llc Put 45,100 204.73 905 209.93
2025-04-25 13F Smallwood Wealth Investment Management, LLC 2,000 40
2025-06-24 NP TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust 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 56,520 0.70 1,085 -0.18
2025-07-23 13F Louisiana State Employees Retirement System 90,700 1.11 1,820 2.65
2025-08-13 13F California Public Employees Retirement System 572,943 21.86 11,499 23.70
2025-08-14 13F Icon Wealth Advisors, LLC 46,448 21.59 932 23.44
2025-06-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management 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 156,374 4.31 3,001 3.45
2025-08-12 13F Legal & General Group Plc 669,878 3.73 13,444 5.30
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 5,464 8.03 110 10.10
2025-08-12 13F Clear Street Markets Llc 30,700 1,705.88 616 1,766.67
2025-07-29 13F Carmel Capital Partners, LLC 169,131 2.74 3,394 4.30
2025-07-30 13F D.a. Davidson & Co. 67,463 3.61 1,354 5.13
2025-08-13 13F Northwestern Mutual Wealth Management Co 7,450 99.79 150 104.11
2025-07-25 NP NTIAX - Columbia Mid Cap Index Fund Class A 272,941 0.80 5,391 -2.99
2025-08-26 NP IWB - iShares Russell 1000 ETF This fund is a listed as child fund of BlackRock 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 232,010 0.66 4,656 2.19
2025-07-30 13F Bleakley Financial Group, LLC 76,778 18.25 1,541 20.03
2025-07-29 13F Stratos Wealth Partners, LTD. 12,418 18.68 249 20.87
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 183,934 5.57 3,692 7.17
2025-07-18 13F PFG Investments, LLC 31,068 11.95 624 13.69
2025-08-12 13F Wealthbridge Capital Management, Llc 50,235 0.14 1,008 1.72
2025-07-28 NP NBCR - Neuberger Berman Core Equity ETF 16,135 1.77 319 -2.15
2025-07-30 13F Roman Butler Fullerton & Co 10,201 203
2025-07-31 13F State of New Jersey Common Pension Fund D 505,297 2.55 10,141 4.11
2025-08-28 NP IWR - iShares Russell Mid-Cap ETF This fund is a listed as child fund of BlackRock 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 1,118,232 5.69 22,443 7.29
2025-08-14 13F Citadel Advisors Llc 960,818 14.93 19,284 16.67
2025-06-27 NP XMVM - Invesco S&P MidCap Value with Momentum ETF This fund is a listed as child fund of Invesco Ltd. 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 161,444 0.71 3,098 -0.10
2025-08-28 NP MMTM - SPDR S&P 1500 Momentum Tilt 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 791 131.29 16 150.00
2025-07-08 13F Rise Advisors, LLC 491 2.72 10 0.00
2025-08-08 13F Cetera Investment Advisers 533,193 12.75 10,701 14.46
2025-08-14 13F Bramshill Investments, LLC 56,068 2.69 1,125 4.26
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 358,460 31.23 7,434 37.67
2025-07-30 13F Ethic Inc. 61,600 122.45 1,257 128.78
2025-08-08 13F Wealth Quarterback LLC 20,533 19.61 412 21.53
2025-03-27 NP PTMC - Pacer Trendpilot US Mid Cap ETF 46,735 5.54 904 2.38
2025-08-14 13F Toroso Investments, LLC 30,712 57.34 616 60.00
2025-06-24 NP Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 849,906 6.90 16,310 6.01
2025-08-14 13F Citadel Advisors Llc Put 322,200 19.33 6,467 21.15
2025-08-08 13F/A Sterling Capital Management LLC 24,305 20.92 488 22.67
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-07-24 NP NEOS ETF Trust - NEOS Real Estate High Income ETF 11,946 207.73 236 197.47
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 3,358 0
2025-07-25 NP FNDX - Schwab Fundamental U.S. Large Company Index ETF This fund is a listed as child fund of Charles Schwab Investment Management 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 223,465 8.20 4,413 4.13
2025-08-14 13F LM Advisors LLC 9,999 0
2025-08-14 13F Susquehanna International Group, Llp Put 941,000 112.66 18,886 115.88
2025-08-13 13F WealthTrust Axiom LLC 31,774 0.22 638 1.76
2025-08-14 13F/A Rockefeller Capital Management L.P. 491,554 6.53 9,865 8.15
2025-08-05 13F Corps Capital Advisors, LLC 10,307 207
2025-07-25 13F Oregon Public Employees Retirement Fund 65,574 0.77 1,316 2.33
2025-06-26 NP SMLF - iShares Edge MSCI Multifactor USA Small-Cap ETF This fund is a listed as child fund of BlackRock 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 54,514 10.15 1,046 9.30
2025-08-13 13F Collar Capital Management, LLC 92,716 3.72 1,861 5.26
2025-08-06 13F Prospera Financial Services Inc 19,654 4.45 395 5.91
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 54,009 6.12 1,036 5.28
2025-08-07 13F Allworth Financial LP 8,011 70.92 161 81.82
2025-08-29 13F Evolution Wealth Management Inc. 1,252 25
2025-07-22 13F Chung Wu Investment Group, LLC 700 14
2025-08-07 13F Samalin Investment Counsel, LLC 28,999 1.30 582 3.01
2025-07-31 13F Quest Partners LLC 7,721 1.25 155 2.67
2025-07-30 13F Cullen/frost Bankers, Inc. 470 9
2025-08-12 13F Global Retirement Partners, LLC 48,273 52.32 969 61.33
2025-08-27 13F/A Squarepoint Ops LLC 62,983 286.40 1,264 292.55
2025-07-25 NP SCHV - Schwab U.S. Large-Cap Value ETF This fund is a listed as child fund of Charles Schwab Investment Management 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 162,928 2.81 3,218 -1.05
2025-08-29 NP STXK - Strive Small-Cap ETF 10,040 3.61 202 5.24
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 79 2
2025-08-11 13F Blue Owl Capital Holdings LP 131,461 2,638
2025-07-16 13F Essex Financial Services, Inc. 12,711 11.17 255 12.83
2025-08-06 13F Cetera Trust Company, N.A 10,730 5.20 215 6.97
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 153,991 1.33 3,091 2.86
2025-08-12 13F Ensign Peak Advisors, Inc 685,017 469.11 13,748 477.89
2025-08-13 13F Baird Financial Group, Inc. 113,306 3.26 2,274 4.84
2025-08-11 13F WPG Advisers, LLC 537 51.27 11 42.86
2025-08-04 13F Amalgamated Bank 147,034 0.19 3 0.00
2025-07-30 NP AUSF - Global X Adaptive U.S. Factor ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. 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 136,810 16.85 2,702 12.45
2025-06-26 NP ISCV - iShares Morningstar Small-Cap Value ETF This fund is a listed as child fund of BlackRock 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 60,997 5.14 1,171 4.28
2025-07-25 13F Cwm, Llc 34,840 96.16 1
2025-08-01 13F GoalVest Advisory LLC 60,500 2.46 1,214 4.03
2025-08-11 13F Edgemoor Investment Advisors, Inc. 193,077 0.75 3,875 2.30
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 14,090 12.42 278 8.17
2025-08-11 13F Brown Brothers Harriman & Co 111,134 0.12 2,230 1.64
2025-08-08 13F SG Americas Securities, LLC 16,603 29.72 0
2025-08-12 13F Prudential Financial Inc 34,556 12.63 678 11.88
2025-07-21 13F Cromwell Holdings LLC 34 1
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 73,898 1,483
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 1,394 8.15 27 8.33
2025-08-12 13F Aigen Investment Management, Lp 42,134 846
2025-07-25 13F Concurrent Investment Advisors, LLC 166,579 12.15 3,343 13.86
2025-06-25 NP FNCL - Fidelity MSCI Financials Index ETF This fund is a listed as child fund of Fmr Llc 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 84,892 0.49 1,629 -0.31
2025-07-25 NP SCHX - Schwab U.S. Large-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management 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 317,028 2.40 6,261 -1.45
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1,066,145 6.44 21,398 8.05
2025-08-12 13F SRS Capital Advisors, Inc. 17,974 4,080.00 361 4,400.00
2025-08-07 13F 1620 Investment Advisors, Inc. 33,115 0.79 665 2.31
2025-08-19 13F Advisory Services Network, LLC 14,115 275
2025-07-29 13F International Assets Investment Management, Llc 33,606 10.49 674 12.15
2025-08-22 NP CAPE - DoubleLine Shiller CAPE U.S. Equities ETF 18,987 2.01 381 3.81
2025-05-05 13F Lindbrook Capital, Llc 13,693 10.95 271 15.88
2025-08-14 13F Two Sigma Investments, Lp 1,241,274 351.09 24,912 357.94
2025-07-31 13F Whipplewood Advisors, LLC 1,142 604.94 23 0.00
2025-08-14 13F Millennium Management Llc 271,294 5,445
2025-08-05 13F State Of Michigan Retirement System 77,500 1.04 1,555 2.57
2025-08-12 13F Franklin Resources Inc 1,075,689 1.35 21,589 2.89
2025-08-05 13F Bank Of Montreal /can/ 66,633 25.98 1,337 27.94
2025-08-13 13F Walleye Trading LLC Call 159,200 30.71 3,195 32.74
2025-08-13 13F Walleye Trading LLC Put 56,500 37.80 1,134 39.88
2025-07-10 13F Longboard Asset Management, LP 17,349 348
2025-07-29 NP IVOV - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 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 236,248 2.15 4,666 -1.69
2025-08-13 13F Boston Family Office Llc 60,773 0.15 1 0.00
2025-08-14 13F Interval Partners, LP 75,878 33.46 1,523 35.41
2025-08-12 13F Waterloo Capital, L.P. 176,179 8.15 3,536 9.78
2025-08-14 13F Summit Trail Advisors, Llc 51,706 6.89 1,062 8.48
2025-07-15 13F Peddock Capital Advisors, Llc 12,660 254
2025-08-13 13F Centiva Capital, LP Call 35,200 706
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 11,133 8.90 220 4.78
2025-08-06 13F True Wealth Design, LLC 37 1
2025-08-13 13F Russell Investments Group, Ltd. 95,395 1.29 1,916 2.85
2025-08-14 13F Sargent Investment Group, LLC 267,751 15.26 5,194 13.11
2025-07-24 13F Blair William & Co/il 473,562 10.96 9,504 12.65
2025-08-08 13F Larson Financial Group LLC 200 4
2025-08-13 13F Hsbc Holdings Plc 10,389 1.89 209 3.48
2025-08-08 13F Crossmark Global Holdings, Inc. 11,246 3.65 226 5.14
2025-08-08 13F Oak Thistle LLC 42,171 846
2025-07-29 NP LONAX - Longboard Alternative Growth Fund Class A 17,349 101.69 343 94.32
2025-08-12 13F NFC Investments, LLC 654,344 5.68 13 8.33
2025-08-13 13F Jones Financial Companies Lllp 3,219 43.90 66 47.73
2025-08-13 13F Arizona State Retirement System 93,638 1.92 1,879 3.47
2025-08-14 13F Parallax Volatility Advisers, L.P. Put 160,000 3,211
2025-07-18 13F Bartlett & Co. Wealth Management Llc 500 10
2025-08-08 13F Westbourne Investment Advisors, Inc. 17,200 345
2025-07-25 NP FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management 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 10,553 9.45 208 5.58
2025-08-14 13F CoreCap Advisors, LLC 1,176 24
2025-08-14 13F Sig Brokerage, Lp Put 115,400 2,316
2025-08-28 NP STFBX - State Farm Balanced Fund 178,800 17.09 3,589 18.89
2025-07-25 NP SCHB - Schwab U.S. Broad Market ETF This fund is a listed as child fund of Charles Schwab Investment Management 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 182,457 0.16 3,604 -3.59
2025-08-14 13F/A Skopos Labs, Inc. 4,734 151.01 95 156.76
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 7,108 6.23 143 7.58
2025-07-29 NP VRVIX - Vanguard Russell 1000 Value Index Fund Institutional Shares 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 171,120 10.79 3,380 6.63
2025-08-04 13F Daymark Wealth Partners, Llc 58,858 2.22 1,181 3.78
2025-08-12 13F CIBC Private Wealth Group, LLC 5,330 0.09 107 15.22
2025-06-26 NP FLCOX - Fidelity Large Cap Value Index Fund This fund is a listed as child fund of Fmr Llc 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 139,043 10.17 2,668 9.25
2025-08-08 13F Mv Capital Management, Inc. 2 0
2025-07-29 NP PTL - Inspire 500 ETF 8,531 19.97 168 15.86
2025-08-28 NP SPTM - SPDR(R) Portfolio Total Stock Market 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 58,456 2.02 1,173 3.62
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc 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 460,749 9.67 9,100 5.54
2025-08-13 13F Cary Street Partners Financial Llc 39,481 19.35 792 21.10
2025-08-26 NP IJH - iShares Core S&P Mid-Cap ETF This fund is a listed as child fund of BlackRock 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 10,503,210 0.57 210,799 2.10
2025-08-22 NP FIMVX - Fidelity Mid Cap Value Index Fund This fund is a listed as child fund of Fmr Llc 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 51,204 42.13 1,028 44.24
2025-07-28 13F Mutual Advisors, LLC 36,627 3.79 730 9.46
2025-08-08 13F Advisors Capital Management, LLC 1,382,338 1.89 27,744 3.43
2025-08-14 13F CIBC Asset Management Inc 9,983 200
2025-07-14 13F Golden State Equity Partners 39,427 15.33 791 17.19
2025-08-14 13F Price T Rowe Associates Inc /md/ 218,816 4.66 4 0.00
2025-07-24 13F WMG Financial Advisors, LLC 17,117 6.20 344 7.86
2025-08-01 13F Teacher Retirement System Of Texas 48,706 4.07 978 5.62
2025-08-14 13F Ubs Asset Management Americas Inc 1,424,818 249.86 28,596 255.19
2025-08-05 13F Aviance Capital Partners, LLC 98,726 4.06 1,981 5.65
2025-08-07 13F Parkside Financial Bank & Trust 3,203 17.76 64 20.75
2025-08-28 NP SPDG - SPDR Portfolio S&P Sector Neutral Dividend ETF 336 13.51 7 20.00
2025-07-25 NP HIDV - AB US High Dividend ETF 15,194 991.52 300 1,011.11
2025-06-26 NP PDAVX - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 932 18
2025-08-06 13F SOUTH STATE Corp 96 140.00 2
2025-08-05 13F Palogic Value Management, L.P. 48,143 3.88 966 5.46
2025-07-29 NP VRTTX - Vanguard Russell 3000 Index Fund Institutional Shares 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 24,874 2.50 491 -1.21
2025-08-13 13F Quadrant Capital Group Llc 26,599 118.62 534 122.08
2025-08-14 13F Treasurer of the State of North Carolina 148,566 1.99 3 0.00
2025-08-14 13F Wellington Management Group Llp 34,981 34.11 702 36.31
2025-07-30 13F Whittier Trust Co Of Nevada Inc 2,692 2.63 54 5.88
2025-08-14 13F Nomura Holdings Inc 58,000 248.66 1,164 254.88
2025-08-14 13F UBS Group AG Put 553,400 56.59 11,107 58.98
2025-07-15 13F Am Investment Strategies Llc 72,726 25.60 1 0.00
2025-07-21 13F Qrg Capital Management, Inc. 250,278 9.02 5,023 10.69
2025-08-14 13F Mml Investors Services, Llc 35,187 6.67 1
2025-07-30 NP HYIN - WisdomTree Alternative Income Fund N/A 90,084 8.48 1,779 4.46
2025-08-14 13F Ameriprise Financial Inc 5,230,653 5.88 104,984 7.47
2025-08-14 13F Wells Fargo & Company/mn 2,616,246 8.53 52,508 10.18
2025-08-11 13F Premier Fund Managers Ltd 115,000 35.29 2 100.00
2025-08-14 13F California State Teachers Retirement System 318,026 0.09 6,383 1.61
2025-07-23 13F Columbus Macro, LLC 401,966 11.87 8,067 13.57
2025-08-13 13F M Holdings Securities, Inc. 10,672 0
2025-08-14 13F Group One Trading, L.p. Put 112,300 61.12 2,254 63.62
2025-07-28 13F Cornerstone Wealth Group, LLC 10,101 0.59 203 2.02
2025-08-14 13F Group One Trading, L.p. Call 506,700 20.82 10,169 22.65
2025-08-29 13F Centaurus Financial, Inc. 222,042 94.68 4 100.00
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares 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 4,965,489 0.75 99,657 2.28
2025-07-07 13F Versant Capital Management, Inc 884 93.86 18 88.89
2025-08-14 13F Optiver Holding B.V. 918 4.56 18 5.88
2025-07-25 NP SCHM - Schwab U.S. Mid-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management 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 848,908 2.57 16,766 -1.28
2025-08-26 NP GVIZX - Value Equity Index Fund Investor 2,512 81.90 50 85.19
2025-08-13 13F DLD Asset Management, LP 37,063
2025-07-29 13F Crux Wealth Advisors 24,987 2.64 501 4.16
2025-08-19 NP Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 24,558 0.95 493 2.50
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 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 10,297,041 2.08 206,662 3.63
2025-07-25 13F Stephens Consulting, LLC 40 1
2025-08-13 13F State Board Of Administration Of Florida Retirement System 337,723 1.16 6,778 2.70
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 25,978 1.82 521 3.37
2025-08-14 13F Fmr Llc 83,571 81.13 1,677 83.88
2025-08-12 13F Deutsche Bank Ag\ 21,630 2.87 434 4.58
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 16,928 7.13 340 8.65
2025-08-14 13F IHT Wealth Management, LLC 11,267 1.89 226 3.67
2025-07-28 NP XMLV - Invesco S&P MidCap Low Volatility ETF This fund is a listed as child fund of Invesco Ltd. 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 545,505 8.43 10,774 4.36
2025-08-11 13F Empowered Funds, LLC 13,506 1.66 271 3.44
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 10,812 6.40 214 2.40
2025-08-14 13F Tudor Investment Corp Et Al Call 22,700 456
2025-08-14 13F Parallax Volatility Advisers, L.P. 4,438 89
2025-07-09 13F Bruce G. Allen Investments, LLC 79 27.42 2 0.00
2025-06-23 NP MDPIX - Mid-cap Profund Investor Class 1,178 24.00 23 22.22
2025-08-14 13F Tudor Investment Corp Et Al 30,078 15.88 604 17.54
2025-08-08 13F Hartland & Co., LLC 984 623.53 20 850.00
2025-08-26 NP IUSV - iShares Core S&P U.S. Value ETF This fund is a listed as child fund of BlackRock 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 257,672 0.84 5,171 2.38
2025-08-14 13F Peak6 Llc Put 489,500 172.85 9,824 177.04
2025-07-24 13F Trust Co Of Toledo Na /oh/ 939 19
2025-08-12 13F Archer Investment Corp 55 1.85 1 0.00
2025-08-08 13F KBC Group NV 126,625 10.79 3 0.00
2025-08-14 13F Peak6 Llc Call 328,800 61.57 6,599 64.03
2025-07-23 13F Gentry Private Wealth, Llc 20,237 1.88 406 3.57
2025-08-12 13F MAI Capital Management 5,438 2.26 109 3.81
2025-07-23 13F Sachetta, LLC 87 2
2025-07-29 NP VRNIX - Vanguard Russell 1000 Index Fund Institutional Shares 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 48,839 6.14 965 2.12
2025-08-26 NP EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 30,526 1.73 613 3.20
2025-07-17 13F Walker Asset Management, LLC 11,979 2.60 240 4.35
2025-08-06 13F Hallmark Capital Management Inc 1,094,878 4.07 21,974 5.65
2025-07-08 13F Nbc Securities, Inc. 7,991 60.91 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 196,988 8.60 3,953 10.23
2025-06-24 NP SWLVX - Schwab U.S. Large-Cap Value Index Fund This fund is a listed as child fund of Charles Schwab Investment Management 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 10,309 6.29 198 5.35
2025-08-13 13F Natixis Advisors, L.p. 295,518 42.18 6 25.00
2025-08-05 13F GHP Investment Advisors, Inc. 1,220 24
2025-07-31 13F City State Bank 260 5
2025-07-17 13F Janney Montgomery Scott LLC 36,417 11.56 1
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