XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund - Kepemilikan Institusional - Pembeli

The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
US ˙ ARCA ˙ US81369Y8030

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund meliputi Tudor Investment Corp Et Al, Volterra Technologies LP, Midwest Trust Co, Volterra Technologies LP, Presper Financial Architects, LLC, Thoma Capital Management LLC, Foronjy Financial Llc, Insight Wealth Strategies, LLC, CHDEX - Cullen High Dividend Equity Fund Retail Class, Strategic Equity Management, CacheTech Inc., Ballast, Inc., Jessup Wealth Management, Inc, Moneywise, Inc., Collier Financial, Sig Brokerage, Lp, Planwiser Financial, Llc, Sig Brokerage, Lp, Hutchens & Kramer Investment Management Group, LLC, dan Quantinno Capital Management LP .

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
(%)
2025-08-12 13F Global Retirement Partners, LLC 36,950 1.73 9,357 10.79
2025-08-15 13F Keel Point, LLC 40,280 30.80 10,200 60.43
2025-08-14 13F GWM Advisors LLC 92,630 4.44 23,457 28.09
2025-09-04 13F/A Advisor Group Holdings, Inc. 823,160 8.82 206,179 31.93
2025-08-25 13F BLVD Private Wealth, LLC 1,528 387
2025-07-29 13F Salomon & Ludwin, LLC 220,137 0.05 55,875 22.97
2025-08-14 13F Prelude Capital Management, Llc 810 205
2025-07-31 13F Moloney Securities Asset Management, LLC 6,421 2.49 1,626 25.68
2025-07-10 13F ARS Wealth Advisors Group, LLC 117,229 2.06 29,686 25.17
2025-08-01 13F Ashton Thomas Private Wealth, LLC 321,574 202.91 81,432 271.51
2025-07-23 13F H&H Retirement Design & Management INC 18,880 6.12 4,932 47.58
2025-08-13 13F Renaissance Technologies Llc 7,300 58.70 1,849 94.73
2025-07-28 13F Essex LLC 125,024 14.15 31,660 39.99
2025-08-13 13F Crescent Grove Advisors, LLC 928 235
2025-08-14 13F Aqr Capital Management Llc 36,663 40.88 9,284 72.79
2025-07-17 13F Fifth Third Securities, Inc. 60,501 1.20 15,321 24.12
2025-08-01 13F Clark Asset Management, LLC 1,275 20.62 323 47.71
2025-07-10 13F Triangle Securities Wealth Management 4,950 2.59 1,253 25.80
2025-08-05 13F Burney Co/ 2,238 93.43 567 137.82
2025-07-21 13F Fairvoy Private Wealth, LLC 42,451 17.83 10,750 44.51
2025-07-31 13F Carnegie Capital Asset Management, LLC 178,705 3.60 45,253 42.69
2025-08-14 13F Select Asset Management & Trust 820 0
2025-07-23 13F Trustees of Dartmouth College 1,035 262
2025-08-19 13F Delos Wealth Advisors, LLC 75 19
2025-08-13 13F Providence Capital Advisors, LLC 298 75
2025-08-14 13F Hrt Financial Lp 92,260 444.60 23 666.67
2025-08-07 13F Capitol Family Office, Inc. 16,424 0.48 4,159 23.23
2025-08-28 13F/A Tolleson Wealth Management, Inc. 2,334 13.52 591 39.39
2025-07-30 13F St. Johns Investment Management Company, LLC 21,782 4.66 5,516 28.35
2025-08-08 13F Avantax Advisory Services, Inc. 91,443 7.66 23,156 32.05
2025-08-08 13F Advyzon Investment Management, LLC 6,470 16.35 1,638 42.68
2025-07-18 13F Institute for Wealth Management, LLC. 21,622 1.04 5,475 23.92
2025-08-06 13F Mascagni Wealth Management, Inc. 3,370 4.56 853 28.27
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 10,893 6.89 2,249 -5.07
2025-08-11 13F Private Advisor Group, LLC 534,286 5.32 135,297 29.17
2025-07-31 13F Boothe Investment Group, Inc. 4,898 1,240
2025-08-07 13F Cvfg Llc 885 224
2025-08-14 13F Lebenthal Global Advisors, LLC 6,569 13.77 1,664 39.51
2025-07-22 13F Marks Group Wealth Management, Inc 945 239
2025-08-26 NP LCR - Leuthold Core ETF 32,503 12.30 8,231 37.72
2025-08-13 13F Capital Advisors Wealth Management, LLC 1,169 3.00 296 26.50
2025-07-21 13F Sageworth Trust Co 910 230
2025-07-29 13F Roof Eidam & Maycock/adv 960 243
2025-07-09 13F Mfg Wealth Management, Inc. 1,308 9.92 331 35.10
2025-08-20 13F Tull Financial Group, Inc. 837 212
2025-08-13 13F Financial & Tax Architects, LLC 3,870 2.49 980 25.80
2025-08-13 13F Thor Trading Advisors, Llc 17,188 4,353
2025-07-31 13F Darden Wealth Group Inc 1,643 2.56 416 26.06
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 149,371 112.56 37,825 160.83
2025-07-17 13F Montis Financial, LLC 2,364 50.86 599 85.14
2025-07-30 13F Klingman & Associates, LLC 2,680 6.99 679 31.14
2025-07-09 13F Veracity Capital LLC 805 204
2025-07-22 13F JSF Financial, LLC 9,293 0.01 2,353 22.68
2025-07-31 13F GenTrust, LLC 6,228 1,577
2025-07-28 13F RCS Financial Planning, LLC 1,077 273
2025-07-09 13F Krilogy Financial LLC 208,736 5.25 52,858 29.08
2025-08-12 13F Clark Financial Services Group Inc /bd 12,642 29.93 3,201 59.33
2025-08-14 13F Headlands Technologies LLC 1,007 255
2025-07-17 13F Crane Advisory, LLC 1,031 264
2025-08-14 13F Planwiser Financial, Llc 11,582 3,059
2025-07-30 13F Evermay Wealth Management Llc 100 25
2025-07-15 13F Avaii Wealth Management, Llc 930 235
2025-07-23 13F Foundation Wealth Management, LLC 1,828 0.16 463 22.87
2025-08-12 13F Journey Strategic Wealth Llc 4,087 5.91 1,035 29.90
2025-08-13 13F First Trust Advisors Lp 91,575 67.12 23,190 104.96
2025-08-14 13F Frisch Financial Group, Inc. 2,676 0.11 1
2025-07-10 13F Family Legacy Financial Solutions, LLC 249 63
2025-07-08 13F RMR Wealth Builders 20,323 0.01 5,146 22.67
2025-07-23 13F RMG Wealth Management LLC 382 100
2025-07-16 13F Octavia Wealth Advisors, LLC 1,300 7.62 329 32.13
2025-07-07 13F Roxbury Financial LLC 442 14.81 112 29.07
2025-07-08 13F Quintet Private Bank (Europe) S.A. 600 152
2025-08-06 13F Axim Planning & Wealth 3,639 77.69 922 118.25
2025-07-01 13F Park National Corp /oh/ 1,572 25.36 398 54.26
2025-08-13 13F Fiduciary Group LLC 28,734 8.51 7,276 33.09
2025-08-13 13F All Terrain Financial Advisors, LLC 943 239
2025-08-04 13F/A 626 Financial, LLC 6,943 0.25 1,758 22.94
2025-08-14 13F Money Concepts Capital Corp 73,049 17.28 18,498 43.84
2025-08-13 13F Summit Financial, LLC 45,036 13.77 11,404 39.53
2025-07-14 13F UMA Financial Services, Inc. 2,378 0.13 602 22.86
2025-08-04 13F Pensionmark Financial Group, Llc 20,086 6.99 5,086 31.22
2025-08-14 13F Garden State Investment Advisory Services LLC 1,423 7.23 361 31.39
2025-07-14 13F Crew Capital Management, Ltd. 23,315 66.48 5,904 104.22
2025-07-25 13F Sovereign Financial Group, Inc. 2,847 11.12 721 36.11
2025-07-14 13F Park Avenue Securities Llc 103,556 2.14 26 30.00
2025-07-24 13F Costello Asset Management, INC 186 1.09 47 23.68
2025-07-09 13F VisionPoint Advisory Group, LLC 3,290 239.53 833 316.50
2025-07-30 13F SkyOak Wealth, LLC 38,162 6.53 9,664 30.65
2025-07-18 13F Mitsubishi UFJ Asset Management (UK) Ltd. 8,000 2
2025-08-14 13F Volterra Technologies LP Call 107,300 27,172
2025-08-14 13F Volterra Technologies LP Put 79,900 20,233
2025-07-15 13F Evanson Asset Management, LLC 18,256 0.05 4,623 22.70
2025-07-29 13F Stephens Inc /ar/ 51,330 1.38 12,998 24.34
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 2,569 19.77 651 46.73
2025-07-22 13F SOL Capital Management CO 4,691 11.69 1
2025-08-11 13F Elite Financial, Inc. 48,858 3.90 13 33.33
2025-08-04 13F Hantz Financial Services, Inc. 2,107 41.60 1
2025-08-13 13F Virtue Capital Management, LLC 791 200
2025-07-31 13F CAP Partners, LLC 950 241
2025-07-23 13F WESPAC Advisors, LLC 7,923 180.66 2,006 244.67
2025-08-06 13F Tradewinds, LLC. 1,473 373
2025-07-11 13F Trust Co Of Virginia /va 55,011 2.05 13,930 25.16
2025-07-25 13F Community Bank, N.A. 2,650 0.11 671 22.89
2025-07-28 13F IFC Advisors LLC 21,012 7.85 5,321 32.27
2025-07-10 13F Peoples Bank/KS 7,808 13.85 1,977 39.62
2025-07-21 13F Gray Private Wealth, LLC 2,235 13.34 566 38.82
2025-07-25 13F Hemington Wealth Management 125 0
2025-08-12 13F Vickerman Investment Advisors, Inc. 142,120 9.37 35,989 34.14
2025-08-14 13F Coastal Bridge Advisors, LLC 46,481 12.83 11,771 38.37
2025-08-14 13F Raymond James Financial Inc 4,455,370 5.44 1,128,234 29.31
2025-08-14 13F Toroso Investments, LLC 10,508 2,661
2025-07-15 13F Bank Of Stockton 824 209
2025-08-13 13F Victory Capital Management Inc 733,109 9.88 185,645 34.76
2025-08-11 13F Beaumont Capital Management, LLC 25,905 6,560
2025-08-14 13F Df Dent & Co Inc 956 242
2025-07-21 13F Stock Yards Bank & Trust Co 18,338 4.28 4,644 27.91
2025-08-08 13F Creative Planning 230,862 9.48 58,461 34.27
2025-07-23 13F Tyche Wealth Partners LLC 5,446 5.05 1,379 28.88
2025-08-13 13F Per Stirling Capital Management, LLC. 7,025 169.67 1,779 231.10
2025-07-18 13F Lynx Investment Advisory 2,487 0.12 630 22.85
2025-07-18 13F Pure Financial Advisors, Inc. 15,306 5.33 3,876 29.20
2025-08-28 NP TFAGX - TFA AlphaGen Growth Fund Class I 12,500 237.84 3,165 314.81
2025-07-15 13F Sightline Wealth Advisors, LLC 963 244
2025-08-13 13F Millstone Evans Group, LLC 109 34.57 28 68.75
2025-08-01 13F First National Trust Co 10,751 0.66 2,722 23.45
2025-08-11 13F Empowered Funds, LLC 5,237 1,326
2025-08-13 13F Cambria Investment Management, L.P. 2,622 664
2025-08-12 13F Quadcap Wealth Management, LLC 30,566 2.64 7,740 25.88
2025-08-01 13F Corrado Advisors, Llc 17,414 6.24 4,410 30.29
2025-07-18 13F Founders Capital Management 363 0.55 92 22.97
2025-08-05 13F Snider Financial Group 30,823 2.36 7,805 25.54
2025-08-14 13F First International Bank of Israel Ltd. 3,566 903
2025-08-11 13F Guidance Point Advisors, LLC 2,055 0.20 520 22.93
2025-08-12 13F O'shaughnessy Asset Management, Llc 28,852 11.89 7,306 37.23
2025-03-28 NP Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF 62,071 1.39 14,327 5.29
2025-07-10 13F Focus Financial Network, Inc. 73,843 0.07 18,699 22.73
2025-07-23 13F Vontobel Holding Ltd. 18,200 173.31 4,609 235.37
2025-07-21 13F Monticello Wealth Management, Llc 5,192 0.15 1,315 22.80
2025-08-11 13F Perennial Investment Advisors, LLC 22,717 21.82 5,753 49.39
2025-08-14 13F Synovus Financial Corp 58,362 4.85 14,781 28.62
2025-07-16 13F Colton Groome Financial Advisors, Llc 20,287 22.58 5,137 47.83
2025-08-12 13F AlphaCore Capital LLC 84,914 6,736.88 21,503 8,299.22
2025-07-23 13F BankPlus Trust Department 427 122.40 108 176.92
2025-07-29 13F Fundamentun, Llc 6,270 6.33 1,588 30.40
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 460 123
2025-08-12 13F Titleist Asset Management, Llc 1,411 357
2025-08-08 13F Ironwood Investment Counsel, LLC 1,547 12.02 392 37.19
2025-07-31 13F Blue Sky Capital Consultants Group, Inc. 58,192 11.88 14,736 37.21
2025-08-12 13F Jaffetilchin Investment Partners, LLC 18,218 2.58 4,613 25.83
2025-08-04 13F HBK Sorce Advisory LLC 3,495 1.07 885 23.95
2025-08-14 13F Rokos Capital Management LLP 164,970 41,782
2025-08-06 13F Marco Investment Management Llc 5,648 4.69 1,430 28.48
2025-08-15 13F Equitable Holdings, Inc. 943,197 0.14 238,846 22.82
2025-07-25 13F We Are One Seven, LLC 13,166 2.61 3,334 25.86
2025-08-05 13F Integrity Financial Corp /WA 618 6.74 156 31.09
2025-07-10 13F Polianta Ltd 33,000 8
2025-08-15 13F Concentric Capital Strategies, LP 16,224 4,108
2025-09-03 13F Q3 Asset Management 14,180 4
2025-07-30 13F Principle Wealth Partners Llc 8,503 0.31 2,153 23.03
2025-08-14 13F Tennessee Valley Asset Management Partners 1,452 368
2025-08-14 13F Comerica Bank 186,386 2.08 47,198 25.19
2025-08-13 13F Jones Financial Companies Lllp 190,498 28.51 47,827 56.33
2025-08-12 13F Long Island Wealth Management, Inc. 1,637 50.05 415 84.00
2025-07-24 13F Ronald Blue Trust, Inc. 3,246 205.94 822 274.89
2025-08-01 13F Facet Wealth, Inc. 1,119 7.60 294 31.25
2025-08-11 13F Cornerstone Planning Group LLC 976 1.56 254 33.16
2025-08-12 13F Calton & Associates, Inc. 35,468 9.38 8,981 34.14
2025-08-14 13F LaSalle St. Investment Advisors, LLC 2,626 10.61 1
2025-07-16 13F Cadent Capital Advisors, LLC 2,406 87.09 609 129.81
2025-07-22 13F Private Wealth Group, LLC 945 239
2025-08-07 13F PFG Advisors 32,728 14.41 8,288 40.31
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 1,634 4.14 414 27.86
2025-07-22 13F Hubbell Strickland Wealth Management, LLC 3,398 0.09 860 22.68
2025-08-12 13F Cornerstone Wealth Management, LLC 20,351 13.46 5,154 39.16
2025-07-17 13F Hengehold Capital Management Llc 1,357 18.62 344 45.34
2025-08-04 13F AMG National Trust Bank 59,325 0.08 15,023 22.74
2025-07-16 13F Rebalance, Llc 2,969 0.13 752 22.71
2025-08-05 13F Scarborough Advisors, LLC 258 65
2025-07-29 13F Kanawha Capital Management Llc 34,121 0.09 8,640 22.74
2025-08-07 13F Encompass More Asset Management 17,759 50.05 4,497 84.08
2025-08-04 13F Mesirow Financial Investment Management, Inc. 41,701 3.07 10,560 26.41
2025-07-09 13F Pines Wealth Management, LLC 4,111 5.38 1,056 50.64
2025-08-08 13F Banco Bilbao Vizcaya Argentaria, S.a. 596,226 1,270.16 150,654 1,599.22
2025-08-14 13F Diversify Advisory Services, LLC 20,985 16.22 5,628 49.09
2025-08-04 13F Jim Saulnier & Associates, Llc 808 205
2025-08-15 13F Cooksen Wealth, LLC 55,831 37.48 14,138 67.18
2025-07-31 13F Sharper & Granite LLC 11,577 31.80 2,936 61.94
2025-07-22 13F Clarius Group, LLC 5,688 0.02 1,440 22.66
2025-08-14 13F 10Elms LLP 21,971 1.81 5,564 24.84
2025-08-11 13F ARS Investment Partners, LLC 42,228 6.89 10,693 16.41
2025-08-14 13F UBS Group AG Put 968,900 57.03 245,355 92.59
2025-08-15 13F Cornerstone Financial Group, LLC /NE/ 1,248 0.16 316 11.66
2025-08-14 13F UBS Group AG Call 909,106 288.88 230,213 376.93
2025-07-07 13F Insight Wealth Strategies, LLC 28,942 7,264
2025-08-12 13F TCP Asset Management, LLC 76,226 4.58 19,303 28.25
2025-08-12 13F Coldstream Capital Management Inc 2,796 11.26 708 36.49
2025-08-13 13F Fi3 FINANCIAL ADVISORS, LLC 900 228
2025-08-07 13F Allworth Financial LP 78,328 12.87 19,835 39.14
2025-04-10 13F Bremer Bank National Association 1,134 234
2025-07-08 13F Apella Capital, LLC 2,515 60.09 641 100.31
2025-07-22 13F Gratus Wealth Advisors, LLC 105,289 0.32 26,662 23.04
2025-07-09 13F GEM Asset Management, LLC 873 223
2025-07-16 13F First American Bank 1,502 5.55 380 29.69
2025-07-24 13F Zullo Investment Group, Inc. 32,978 1.14 8,351 24.05
2025-08-11 13F Hopwood Financial Services, Inc. 348 954.55 88 1,366.67
2025-08-05 13F Advisors Preferred, LLC 55,981 14,050
2025-07-29 13F Goldstein Advisors, LLC 101,165 28.37 25,618 57.43
2025-08-14 13F Peak Asset Management, LLC 1,077 273
2025-07-31 13F Vaughan David Investments Inc/il 10,127 310.33 3
2025-07-09 13F Client First Investment Management LLC 1,434 363
2025-08-14 13F Jane Street Group, Llc Call 1,555,400 61.38 393,874 97.92
2025-08-06 13F Agf Management Ltd 1,195,060 2.24 302,623 25.39
2025-08-13 13F Van Hulzen Asset Management, LLC 1,142 12.07 289 37.62
2025-08-14 13F McIlrath & Eck, LLC 1,869 0.32 473 23.18
2025-08-05 13F Dunhill Financial, LLC 171 612.50 43 975.00
2025-08-14 13F Objective Capital Management, LLC 7,198 1.65 1,823 24.62
2025-08-13 13F Wellspring Financial Advisors, LLC 14,403 5.79 3,647 29.74
2025-08-14 13F Family Management Corp 94 261.54 24 360.00
2025-08-14 13F Balyasny Asset Management Llc 58,710 893.57 14,867 1,118.61
2025-07-23 13F Eagle Strategies LLC 813 206
2025-07-15 13F Missouri Trust & Investment Co 1,500 88.92 380 132.52
2025-07-31 13F Oppenheimer & Co Inc 55,834 6.29 14,139 30.35
2025-08-11 13F Bell Investment Advisors, Inc 1,779 39.09 450 70.45
2025-05-13 13F Adams Wealth Management 24,296 5,017
2025-07-08 13F Legacy Private Trust Co. 18,759 73.18 4,750 112.43
2025-05-15 13F AlphaQ Advisors LLC 8,114 2.02 1,675 -9.41
2025-07-18 13F Donald L. Hagan, LLC 22,479 8.31 5,692 32.84
2025-07-18 13F RKL Wealth Management LLC 800 203
2025-07-25 13F Endowment Wealth Management, Inc. 4,781 23.29 1,211 51.25
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 797 202
2025-08-11 13F TD Waterhouse Canada Inc. 230,911 2.13 57,828 23.20
2025-07-22 13F Grimes & Company, Inc. 523,385 71.03 132,537 109.76
2025-04-14 13F Regent Peak Wealth Advisors LLC 3,608 0.08 745 -11.22
2025-08-07 13F Vise Technologies, Inc. 17,727 1,317.03 4,489 1,447.59
2025-07-22 13F Foguth Wealth Management, LLC. 25,092 234.07 6,354 309.87
2025-07-24 13F Papp L Roy & Associates 30,175 0.07 7,641 22.73
2025-08-06 13F Moors & Cabot, Inc. 9,326 9.25 2,362 34.00
2025-08-14 13F Wilkins Miller Wealth Management, LLC 1,760 0.06 446 22.59
2025-07-18 13F Loudon Investment Management, LLC 32,431 1.45 8,213 24.42
2025-08-01 13F Delta Investment Management, LLC 4,026 2.03 1,020 25.18
2025-08-13 13F Capital Fund Management S.a. Call 427,300 24.32 108,205 52.47
2025-08-14 13F Principia Wealth Advisory, LLC 29 314.29 7 600.00
2025-07-21 13F Yeomans Consulting Group, Inc. 2,065 1.67 518 23.63
2025-08-27 13F/A Brinker Capital Investments, LLC 54,434 7.75 13,785 32.16
2025-08-13 13F Maia Wealth LLC 5,297 27.42 1,341 61.18
2025-08-13 13F Cerity Partners LLC 165,026 7.47 41,790 31.80
2025-07-07 13F RDA Financial Network 6,162 0.70 1,560 23.52
2025-08-14 13F Diversify Wealth Management, Llc 23,023 5.30 6,175 35.07
2025-07-18 13F PFG Investments, LLC 23,728 35.84 6,009 66.61
2025-07-29 13F Straight Path Wealth Management 1,293 0.08 328 22.93
2025-08-13 13F Beacon Pointe Advisors, LLC 37,720 1.65 9,552 24.65
2025-08-14 13F Cubist Systematic Strategies, LLC Put 177,900 90.47 45,050 133.60
2025-08-14 13F Cubist Systematic Strategies, LLC Call 338,200 77.25 85,642 117.39
2025-07-30 13F Phillips Financial Management, Llc 971 13.04 246 38.42
2025-08-14 13F Icon Wealth Advisors, LLC 3,985 0.03 1,009 22.75
2025-07-10 13F Signal Advisors Wealth, LLC 60,660 87.63 15,361 130.13
2025-07-15 13F Cranbrook Wealth Management, LLC 32,082 4.70 8,124 28.42
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 320,873 4.76 82,452 30.37
2025-08-13 13F Okabena Investment Services Inc 23,180 2.56 5,870 25.78
2025-07-30 13F VCI Wealth Management LLC 10,524 7.71 2,665 32.13
2025-08-14 13F Citadel Advisors Llc 19,922 5,045
2025-08-15 13F Fsb Premier Wealth Management, Inc. 2,833 7.56 717 32.04
2025-07-24 13F Rice Partnership, LLC 1,573 14.57 398 40.64
2025-08-14 13F Citadel Advisors Llc Call 1,779,900 4.52 450,724 28.19
2025-07-17 13F Catalytic Wealth RIA, LLC 5,430 27.49 1,375 56.43
2025-08-04 13F Merkkuri Wealth Advisors LLC 1,473 51.86 373 86.50
2025-07-18 13F Newman Dignan & Sheerar, Inc. 5,158 4.77 1,306 28.54
2025-08-15 13F Asset Allocation Strategies LLC 1,896 11.40 480 36.75
2025-07-31 13F Strait & Sound Wealth Management LLC 3,286 4.45 832 28.20
2025-08-05 13F NewSquare Capital LLC 87,617 4.77 21,720 28.62
2025-08-06 13F Maltin Wealth Management, Inc. 6,030 0.07 1,527 22.67
2025-08-19 13F Anchor Investment Management, LLC 625 20.42 158 47.66
2025-07-17 13F Lee Johnson Capital Management, Llc 10,927 2,767
2025-07-11 13F Bell Bank 1,487 41.22 377 73.27
2025-08-12 13F Franklin Resources Inc 53,523 8.52 13,554 33.09
2025-07-25 13F McNamara Financial Services, Inc. 915 232
2025-07-15 13F World Equity Group, Inc. 7,436 7.88 1,883 32.16
2025-08-13 13F StoneX Group Inc. 25,372 16.73 6,425 43.17
2025-07-31 13F Cardinal Point Capital Management, ULC 6,041 314.90 1,530 409.67
2025-08-06 13F Prospera Financial Services Inc 11,157 2.57 2,829 25.80
2025-05-05 13F Lindbrook Capital, Llc 38,378 131.36 7,924 105.44
2025-07-28 13F Nvest Financial, LLC 2,997 759
2025-08-13 13F Marshall Wace, Llp 339,261 257.98 85,911 339.04
2025-08-13 13F Marshall Wace, Llp Put 5,100 1,291
2025-07-08 13F Henrickson Nauta Wealth Advisors, Inc. 1,107 0.09 280 30.84
2025-08-15 13F/A Rakuten Securities, Inc. 164 30.16 42 57.69
2025-07-31 13F First Business Financial Services, Inc. 18,249 38.93 4,621 70.39
2025-08-14 13F Moneta Group Investment Advisors Llc 11,110 17.68 2,813 44.33
2025-08-11 13F Strategic Equity Management 26,868 6,804
2025-08-07 13F/A Ellerson Group Inc /adv 790 200
2025-04-15 13F Collier Financial 14,269 2,946
2025-08-06 13F Disciplined Investors, L.L.C. 11,400 5.63 2,887 29.53
2025-07-11 13F International Private Wealth Advisors LLC 1,141 289
2025-08-14 13F Warren Averett Asset Management, LLC 63,078 15.14 15,973 41.22
2025-08-14 13F Sunbelt Securities, Inc. 11,099 1.75 2,581 14.56
2025-07-14 13F Sweeney & Michel, Llc 4,912 0.16 1,257 42.57
2025-08-13 13F Northern Trust Corp 1,572,224 0.36 398,134 23.09
2025-07-23 13F Tcfg Wealth Management, Llc 2,671 0.94 676 23.81
2025-07-17 13F Hanson & Doremus Investment Management 2,519 5.35 1
2025-08-13 13F ESG Planning 6,883 1.18 1,743 24.07
2025-07-30 NP ENDW - Cambria Endowment Style ETF 2,622 605
2025-07-14 13F Occidental Asset Management, LLC 9,182 27.56 2,325 56.46
2025-06-30 NP TYLG - Global X Information Technology Covered Call & Growth ETF 26,163 7.33 5,493 -2.36
2025-08-01 13F Brookwood Investment Group LLC 5,662 14.36 1,434 40.22
2025-08-11 13F Independent Advisor Alliance 7,212 1,826
2025-08-12 13F Personal Cfo Solutions, Llc 4,038 1,023
2025-08-28 NP TFAFX - Tactical Growth Allocation Fund Class I 3,700 345.78 937 447.37
2025-08-14 13F Harwood Advisory Group, LLC 39,982 8.12 10,125 17.75
2025-07-22 13F Simplicity Wealth,LLC 24,197 75.14 6,127 114.83
2025-07-31 13F Pacitti Group Inc. 11,032 1.29 2,794 24.19
2025-08-01 13F Banco Santander, S.A. 30,775 7,793
2025-07-14 13F Harbor Group, Inc. 1,011 0.10 256 22.60
2025-08-14 13F Osterweis Capital Management Inc 656 6.32
2025-08-14 13F DRW Securities, LLC 46,371 245.43 11,743 323.75
2025-07-23 13F Massachusetts Wealth Management 40,508 2.61 10,258 25.84
2025-07-18 13F Rolek Wealth Management LLC 1,311 9.16 332 37.34
2025-07-09 13F Breakwater Capital Group 3,413 0.12 864 22.90
2025-07-25 13F M.e. Allison & Co., Inc. 5,189 30.28 1,314 59.85
2025-08-13 13F Greenwich Wealth Management LLC 1,451 16.73 0
2025-07-18 13F CHURCHILL MANAGEMENT Corp 4,809,901 4.11 1,218,011 27.69
2025-07-08 13F Gallacher Capital Management LLC 2,454 41.77 622 73.95
2025-08-14 13F Mariner, LLC 546,443 4.34 138,374 27.96
2025-07-09 13F Reyes Financial Architecture, Inc. 17,892 13,558.02 4,531 16,677.78
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 555,500 14.33 141 40.00
2025-07-29 13F Two West Capital Advisors LLC 1,678 5.53 440 39.37
2025-08-06 13F Vestmark Advisory Solutions, Inc. 81,474 20,632
2025-08-08 13F Good Life Advisors, LLC 12,430 8.77 3,148 33.40
2025-08-14 13F Great Valley Advisor Group, Inc. 84,184 46.95 21,318 80.22
2025-08-07 13F Investment Management Corp /va/ /adv 4,687 0.06 1,187 22.65
2025-07-07 13F Wesbanco Bank Inc 14,319 4.37 3,626 28.00
2025-07-18 13F Truist Financial Corp 2,875,248 6.49 728,099 30.60
2025-08-06 13F Innealta Capital, Llc 97,694 120.70 24,739 170.67
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5,800 54.63 1,469 88.21
2025-07-22 13F Valeo Financial Advisors, LLC 26,858 4.41 6,801 28.05
2025-07-10 13F Financial Management Network Inc 814 209
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 3,653 43.37 925 75.86
2025-08-05 13F Astra Wealth Partners LLC 2,797 6.88 708 31.11
2025-08-08 13F Capital Investment Advisory Services, LLC 10,573 11.93 2,677 37.28
2025-08-05 13F Crestwood Advisors Group LLC 16,264 4.58 4,118 28.25
2025-08-06 13F Founders Financial Securities Llc 86,093 1.42 21,801 23.40
2025-08-12 13F Ameritas Investment Partners, Inc. 298 1.71 75 25.00
2025-08-13 13F Hsbc Holdings Plc 121,949 0.23 30,804 24.31
2025-07-23 13F Nbt Bank N A /ny 17,438 1.32 4,416 24.26
2025-08-04 13F Saxony Capital Management, LLC 3,573 18.51 905 45.34
2025-08-13 13F/A DLD Asset Management, LP Call 900 228
2025-08-13 13F/A DLD Asset Management, LP Put 800 203
2025-07-18 13F Astor Investment Management LLC 32,803 8,307
2025-07-15 13F Floyd Financial Group Llc 1,860 11.24 478 38.26
2025-07-15 13F Beacon Investment Advisory Services, Inc. 830 210
2025-08-08 13F Advisory Resource Group 1,042 0.19 264 22.90
2025-07-22 13F Firethorn Wealth Partners, Llc 1,127 0.09 285 22.84
2025-08-04 13F Quaker Wealth Management, LLC 157 40
2025-07-11 13F Matthew Goff Investment Advisor, LLC 3,572 39.31 904 70.89
2025-08-04 13F Wealth Management Associates, Inc. 811 205
2025-05-15 13F CAPROCK Group, Inc. 25,092 19.25 5,181 5.89
2025-08-29 13F Evolution Wealth Management Inc. 132 33
2025-08-14 13F Menora Mivtachim Holdings Ltd. 919,870 9.27 232,939 34.01
2025-08-11 13F Intrust Bank Na 4,244 1,075
2025-08-12 13F OneAscent Financial Services LLC 8,358 1.90 2 100.00
2025-08-14 13F Bbr Partners, Llc 977 247
2025-04-15 13F Transform Wealth, LLC 69,146 33.25 14,277 18.33
2025-07-18 13F Marks Wealth, LLC 153,025 38,751
2025-07-25 13F M3 Advisory Group, LLC 8,150 1.81 2,064 24.88
2025-07-09 13F Fragasso Group Inc. 7,383 1.21 1,869 24.10
2025-07-22 13F Confluence Wealth Services, Inc. 2,508 3.68 635 32.36
2025-07-29 13F Swmg, Llc 5,977 2.43 1,578 29.77
2025-07-29 13F Tradewinds Capital Management, LLC 3,285 0.95 832 23.85
2025-08-12 13F Kaye Capital Management 1,117 2.29 283 25.33
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 11,952 13.41 3,027 39.11
2025-07-29 13F LMG Wealth Partners, LLC 804 204
2025-08-07 13F Winch Advisory Services, LLC 979 0.10 248 22.89
2025-07-30 NP EQL - Alps Equal Sector Weight ETF 213,562 17.12 49,314 19.92
2025-07-29 13F Regions Financial Corp 34,940 3.73 8,848 27.22
2025-08-12 13F Inscription Capital, LLC 3,050 108.05 772 153.11
2025-03-18 13F Thoma Capital Management LLC 43,369 10,084
2025-08-13 13F Dynamic Wealth Strategies, LLC 2,651 2,185.34 671 2,817.39
2025-08-13 13F Baird Financial Group, Inc. 142,661 1.06 36,126 23.95
2025-07-22 13F MBL Wealth, LLC 3,284 13.87 832 39.66
2025-07-01 13F Harbor Investment Advisory, Llc 6,122 31.23 1,550 60.96
2025-07-21 13F Cornell Pochily Investment Advisors, Inc. 3,265 0.46 827 23.10
2025-08-14 13F Beaird Harris Wealth Management, LLC 1,659 151.75 420 208.82
2025-07-31 13F WFA Asset Management Corp 273 0.37 62 8.93
2025-08-08 13F Financial Gravity Companies, Inc. 229 157.30 58 190.00
2025-08-05 13F Bridgewater Advisors Inc. 5,798 0.05 1,531 26.42
2025-08-12 13F Manchester Capital Management LLC 26,783 0.09 6,782 22.75
2025-07-25 13F Yarger Wealth Strategies, Llc 3,762 0.16 953 22.84
2025-08-14 13F Certified Advisory Corp 7,113 4.13 1,801 27.73
2025-08-12 13F Osborne Partners Capital Management, Llc 810 205
2025-07-22 13F Gemmer Asset Management LLC 1,206 9.04 305 33.77
2025-07-25 13F Sather Financial Group Inc 3,973 0.28 1,006 22.98
2025-07-28 13F Courier Capital Llc 13,249 172.67 3,355 234.40
2025-08-11 13F Nomura Asset Management Co Ltd 14,526 3,678
2025-07-09 13F Clarus Wealth Advisors 37,543 0.95 9,622 26.91
2025-08-13 13F Alerus Financial Na 30,755 2,790.51 7,788 3,456.16
2025-07-16 13F American National Bank 856 5.16 217 28.57
2025-07-14 13F GAMMA Investing LLC 3,092 1.41 783 24.32
2025-07-28 13F WealthPlan Investment Management, LLC 3,412 2.83 864 25.99
2025-07-16 13F RWM Asset Management, LLC 67,707 3.38 17,145 26.78
2025-08-07 13F Sound View Wealth Advisors Group, LLC 42,811 4.68 10,841 28.38
2025-05-14 13F Summit Financial Wealth Advisors, LLC 3,649 1.56 753 -7.95
2025-08-27 NP Tidal Trust II - Tactical Advantage ETF 10,398 12.65 2,633 26.10
2025-08-14 13F Sentinus, LLC 9,772 1.23 2,475 24.13
2025-08-04 13F Savvy Advisors, Inc. 61,625 18.26 15,605 45.04
2025-08-07 13F Roberts Glore & Co Inc /il/ 950 241
2025-07-30 13F TFB Advisors LLC 1,591 11.03 403 36.27
2025-07-16 13F MKT Advisors LLC 16,176 1.66 4,060 39.05
2025-08-13 13F Morton Community Bank 4,480 1,134
2025-08-14 13F EP Wealth Advisors, Inc. 841,838 21.91 213,179 49.51
2025-08-14 13F Dearborn Partners Llc 2,284 0.22 578 22.98
2025-08-08 13F MTM Investment Management, LLC 9,462 0.10 2,396 21.87
2025-07-10 13F Carderock Capital Management Inc 159 40
2025-05-15 13F National Wealth Management Group, LLC 975 2.63 201 -8.64
2025-07-16 13F Meridian Financial, LLC 2,345 6.64 594 30.62
2025-07-29 NP MPRO - Monarch ProCap ETF 55,388 43.67 12,790 47.10
2025-07-15 13F Verum Partners LLC 10,026 0.14 2,539 22.79
2025-08-13 13F Haverford Trust Co 182,263 1,414.94 46,154 1,758.05
2025-08-14 13F Camden Capital, LLC 8,431 41.55 2,135 73.64
2025-07-18 13F McGuire Investment Group, LLC 7,502 1.80 1,900 24.85
2025-07-29 13F Harbor Asset Planning, Inc. 1,844 467
2025-07-08 13F Webster Bank, N. A. 34,110 0.55 8,638 23.32
2025-08-12 13F Centric Wealth Management 5,290 264.83 1,407 370.23
2025-07-10 13F YHB Investment Advisors, Inc. 5,477 152.51 1,387 210.29
2025-07-29 13F Calamos Wealth Management LLC 5,058 2.55 1,281 25.74
2025-08-06 13F Able Wealth Management LLC 1,260 3.19 319 26.59
2025-08-14 13F Visionary Wealth Advisors 56,958 17.55 14,424 44.17
2025-07-29 13F Arcus Capital Partners, LLC 886 224
2025-08-05 13F Milestone Asset Management, Llc 3,645 91.54 923 134.86
2025-07-02 13F First Financial Bank - Trust Division 23,545 32.22 5,962 62.19
2025-08-13 13F Natixis Advisors, L.p. 32,465 25.63 8 60.00
2025-07-21 13F West Financial Advisors, LLC 13,508 3,421
2025-07-24 13F Reuter James Wealth Management, Llc 5,134 10.65 1,300 35.70
2025-08-13 13F JT Stratford LLC 1,523 0.13 386 22.61
2025-08-01 13F Advisory Alpha, LLC 560,265 2.89 141,876 26.18
2025-08-13 13F Luminist Capital LLC 5,452 125.20 1,368 171.97
2025-07-17 13F Michels Family Financial, LLC 1,078 1.99 273 25.23
2025-07-28 13F Naviter Wealth, LLC 4,614 2.22 1,168 25.46
2025-08-06 13F Quadrant Private Wealth Management, LLC 4,967 6.50 1,258 30.53
2025-07-24 13F KFA Private Wealth Group, LLC 32,944 0.97 8,343 23.84
2025-05-28 NP GAL - SPDR SSGA Global Allocation 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 23,226 57,965.00 4,796 53,177.78
2025-07-29 13F Latitude Advisors, LLC 2,171 2.70 550 25.92
2025-07-10 13F Secure Asset Management, LLC 3,873 14.89 981 40.80
2025-08-14 13F Coyle Financial Counsel LLC 4,319 1,094
2025-08-08 13F Hartland & Co., LLC 22,103 8.68 5,597 33.29
2025-07-25 13F Stephens Consulting, LLC 1,582 0.06 401 22.70
2025-07-16 13F Wealth Group Ltd 3,506 888
2025-08-11 13F Mindset Wealth Management, Llc 2,629 80.07 666 120.93
2025-08-08 13F Cercano Management LLC 41,312 10,461
2025-08-14 13F J. Goldman & Co LP 165,001 242.20 41,783 319.68
2025-07-28 13F Ritholtz Wealth Management 8,818 70.63 2,233 109.28
2025-07-14 13F E&G Advisors, LP 14,553 2.68 3,685 25.94
2025-07-14 13F Golden State Equity Partners 3,736 6.86 946 31.21
2025-08-06 13F OneAscent Family Office, LLC 2,282 1.97 1
2025-08-04 13F Crescent Sterling, Ltd. 1,370 4.50 347 28.15
2025-08-13 13F SCS Capital Management LLC 39,233 69.40 9,935 107.76
2025-08-13 13F Cary Street Partners Financial Llc 42,014 72.07 10,639 111.05
2025-08-13 13F GeoWealth Management, LLC 52,057 94.81 13,182 138.93
2025-07-22 13F Integrated Capital Management, LLC 1,686 1.14 0
2025-08-14 13F Foronjy Financial Llc 34,940 8,848
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 220 56
2025-08-01 13F Integral Investment Advisors, Inc. 22,546 0.41 5,709 23.14
2025-07-18 13F jvl associates llc 9,189 0.01 2,327 22.61
2025-08-05 13F Magnolia Capital Advisors Llc 2,159 16.83 547 43.31
2025-05-02 13F BluePointe Capital Management, LLC 22,404 98.90 4,626 76.63
2025-08-14 13F Saudi Central Bank 425,881 107,846
2025-08-05 13F Freestone Capital Holdings, LLC 7,292 40.69 1,847 72.52
2025-08-14 13F Susquehanna International Group, Llp Call 1,874,400 18.24 474,654 45.02
2025-07-09 13F Pps&v Asset Management Consultants, Inc. 801 203
2025-08-14 13F Susquehanna International Group, Llp Put 2,805,700 47.63 710,487 81.06
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 21,994 9.95 5,570 34.84
2025-07-31 13F Future You Wealth Llc 912 231
2025-08-14 13F Fiduciary Trust Co 14,462 4.87 3,662 28.63
2025-08-11 13F Wealthspire Advisors, LLC 14,151 15.22 3,583 41.34
2025-07-17 13F CWA Asset Management Group, LLC 12,640 132.52 3,201 185.20
2025-07-16 13F Diversified Enterprises, LLC 3,798 24.77 962 53.03
2025-04-30 13F TradeWell Securities, LLC. 86,205 0.17 17,800 -11.05
2025-07-16 13F AAFMAA Wealth Management & Trust LLC 17,744 2.41 4,493 25.61
2025-07-29 13F Dumont & Blake Investment Advisors Llc 14,903 0.12 3,774 22.78
2025-07-22 13F Investors Asset Management Of Georgia Inc /ga/ /adv 910 230
2025-06-16 13F Peterson Wealth Management 28,474 1.54 5,879 -9.83
2025-07-08 13F Nbc Securities, Inc. 17,368 1.32 4 33.33
2025-07-25 13F Apollon Wealth Management, LLC 16,963 2.22 4,296 25.36
2025-08-12 13F Auxano Advisors, LLC 7,285 0.01 1,845 22.61
2025-08-05 13F Key FInancial Inc 516 1.57 131 25.00
2025-08-14 13F Dagco, Inc. 2,366 599
2025-08-14 13F Hancock Whitney Corp 925 234
2025-08-28 NP ICSIX - Dynamic U.S. Opportunity Fund Class I 97,645 120.83 24,727 170.85
2025-07-07 13F Wilson & Boucher Capital Management, LLC 6,814 9.08 1,726 33.82
2025-07-17 13F Janney Montgomery Scott LLC 2,797,050 8.25 708 32.83
2025-07-23 13F Winthrop Advisory Group LLC 3,176 18.33 804 45.13
2025-07-18 13F Parkside Investments, LLC 62,717 22.75 15,882 50.53
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 11,454 6.96 3 0.00
2025-07-10 13F Ferguson Wellman Capital Management, Inc 42,360 0.90 10,727 23.74
2025-07-30 13F Capital Wealth Alliance, LLC 1,947 493
2025-08-13 13F Smith, Moore & Co. 3,820 0.03 967 22.72
2025-08-14 13F Ancora Advisors, LLC 9,366 0.79 2,372 23.62
2025-07-08 13F/A Salem Investment Counselors Inc 7,949 0.24 2,013 22.91
2025-08-05 13F Gruss & Co., LLC 1,500 50.00 380 83.98
2025-07-25 13F Sequoia Financial Advisors, LLC 38,836 2.80 9,835 26.08
2025-07-22 13F Hrc Wealth Management, Llc 2,904 0.45 735 23.32
2025-08-11 13F Gr Financial Group, Llc 33,437 8,467
2025-08-13 13F Summit Wealth Group Llc / Co 1,758 445
2025-07-15 13F Retireful, LLC 9,707 2,458
2025-08-11 13F Avantax Planning Partners, Inc. 10,651 21.39 2,697 48.92
2025-08-11 13F Comprehensive Wealth Management, LLC 23,391 1.20 5,923 24.12
2025-04-02 13F Marcum Wealth, LLC 12,475 1.96 2,576 -9.46
2025-07-29 13F Angeles Wealth Management, Llc 1,778 622.76 450 800.00
2025-08-06 13F Bonfire Financial 65,111 6.71 16,488 30.88
2025-08-11 13F Principal Securities, Inc. 15,995 79.38 4,051 95.37
2025-07-15 13F Affinity Wealth Management Llc 1,144 4.67 290 28.44
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 595 91.94 151 134.38
2025-07-14 13F Whitener Capital Management, Inc. 4,227 4.11 1,070 27.68
2025-07-21 13F Wallington Asset Management, LLC 806 204
2025-08-05 13F Huntington National Bank 23,250 17.01
2025-07-25 13F Riverpoint Wealth Management Holdings, LLC 954 242
2025-07-21 13F Ashton Thomas Securities, Llc 11,547 25.95 2,924 54.46
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 350,042 7.17 88,641 31.44
2025-07-22 13F Berkshire Money Management, Inc. 581 147
2025-07-30 13F Wbh Advisory Inc 129,097 3.67 32,691 27.14
2025-07-25 13F Johnson Investment Counsel Inc 36,325 22.08 9,199 49.73
2025-08-26 13F/A Thrivent Financial For Lutherans 91,599 16.62 23 27.78
2025-07-30 13F Sonata Capital Group Inc 11,560 1.67 3 0.00
2025-07-08 13F Goldstone Financial Group, LLC 1,617 2.67 416 27.69
2025-07-10 13F Shira Ridge Wealth Management 867 220
2025-08-14 13F Vista Capital Partners, Inc. 1,120 284
2025-08-13 13F West Chester Capital Advisors, Inc 5,622 16.35 1,424 42.73
2025-07-29 13F United Bank 36,548 1.85 9,255 24.92
2025-07-24 13F Capital Advisors, Ltd. LLC 8,782 1.19 2 100.00
2025-07-11 13F Ullmann Financial Group, Inc. 2,256 0.04 571 22.80
2025-08-07 13F Gryphon Financial Partners LLC 2,599 8.34 658 32.93
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 1,130 286
2025-08-14 13F Point72 Asset Management, L.P. 137,245 5.57 34,755 29.48
2025-08-14 13F Point72 Asset Management, L.P. Call 15,100 3,824
2025-08-14 13F Point72 Asset Management, L.P. Put 66,500 16,840
2025-07-16 13F Newton One Investments LLC 3 1
2025-08-08 13F WP Advisors, LLC 4,046 15.11 1,025 41.24
2025-07-09 13F Divergent Planning, LLC 1,443 365
2025-08-05 13F Elm Partners Management LLC 10,176 552.73 2,577 702.49
2025-07-23 13F WestEnd Advisors, LLC 2,157,764 10.89 546,418 36.00
2025-07-14 13F Acropolis Investment Management, LLC 13,291 0.71 3,366 23.53
2025-07-30 13F Fingerlakes Wealth Management, Inc. 22,797 3.19 5,773 26.55
2025-08-08 13F Bailard, Inc. 118,632 1.72 30,041 24.75
2025-08-04 13F Waterfront Wealth Inc. 1,363 3.73 345 27.31
2025-08-13 13F Royal Fund Management, LLC 3,463 69.59 879 108.06
2025-07-09 13F Camelot Technology Advisors, Inc. 3,808 0.03 964 22.65
2025-07-24 13F Lokken Investment Group LLC 872 221
2025-07-15 13F Bnc Wealth Management, Llc 2,292 0.26 580 22.88
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 3,104 10.70 786 35.99
2025-07-16 13F/A CX Institutional 68,758 11.01 17 41.67
2025-08-07 13F Factory Mutual Insurance Co 496,200 125,653
2025-08-01 13F Stuart Chaussee & Associates, Inc. 3,614 16.06 915 42.52
2025-08-04 13F JDM Financial Group LLC 1,814 12.88 459 38.67
2025-08-13 13F 1832 Asset Management L.P. 805,589 58.46 203,999 94.33
2025-07-17 13F Moss Adams Wealth Advisors LLC 10,397 24.49 2,633 52.67
2025-08-12 13F BWM Planning, LLC 1,082 0.09 274 22.87
2025-08-08 13F Better Money Decisions, LLC 791 200
2025-08-05 13F Tsfg, Llc 77,834 10.94 20 35.71
2025-07-17 13F Wolff Wiese Magana Llc 57 5.56 14 27.27
2025-07-17 13F/A Capital Investment Advisors, LLC 270,274 0.51 68,442 23.26
2025-07-29 13F Pinnacle Wealth Management, LLC 957 242
2025-08-01 13F Purkiss Capital Advisors LLC 4,663 15.14 1,181 41.15
2025-08-04 13F Migdal Insurance & Financial Holdings Ltd. 2,603,396 61.91 659 98.49
2025-07-29 13F Sigma Investment Counselors Inc 13,577 7.31 3,438 31.62
2025-08-05 13F Lifeworks Advisors, LLC 2,846 147.69 721 203.80
2025-07-16 13F Highline Wealth Partners Llc 36 500.00 9 800.00
2025-07-18 13F QTR Family Wealth, LLC 814 206
2025-07-29 13F Northeast Investment Management 2,650 1.18 671 24.26
2025-07-22 13F Penobscot Investment Management Company, Inc. 2,732 1.86 692 24.95
2025-07-24 13F Blue Zone Wealth Advisors, LLC 14,017 2.55 3,550 25.76
2025-08-14 13F Geneva Partners, LLC 1,627 1.43 412 24.47
2025-07-17 13F Alpine Bank Wealth Management 345 87
2025-08-14 13F Clg Llc 998 0.20 253 22.93
2025-08-04 13F Carret Asset Management, Llc 3,574 5.43 905 29.47
2025-07-15 13F Wela Strategies, Inc. 1,667 1.96 422 25.22
2025-08-11 13F Morling Financial Advisors, LLC 911 231
2025-08-13 13F F/M Investments LLC 5,256 19.48 1,331 46.59
2025-08-13 13F Acorns Advisers, LLC 10,903 17.99 3 100.00
2025-07-28 13F Holistic Planning, LLC 1,483 4.58 376 28.42
2025-07-16 13F Independent Wealth Network Inc. 7,310 5.16 1,851 28.99
2025-07-29 13F Lyell Wealth Management, Lp 18,313 5.50 4,637 29.38
2025-08-15 13F Global View Capital Management LLC 10,768 2,727
2025-08-05 13F Mission Wealth Management, Lp 20,983 3.93 5,313 27.47
2025-08-01 13F Envestnet Asset Management Inc 5,534,255 9.31 1,401,439 34.06
2025-07-24 13F Callan Family Office, LLC 7,756 0.45 1,964 23.21
2025-08-20 13F/A Thompson Davis & Co., Inc. 1,325 336
2025-07-21 13F Crews Bank & Trust 30,902 0.69 7,825 23.50
2025-08-13 13F American Money Management, LLC 20,873 5.60 5,286 29.50
2025-07-17 13F Stockman Wealth Management, Inc. 37,750 3.23 9,559 26.61
2025-08-08 13F Paragon Capital Management LLC 1,863 24.03 472 51.94
2025-06-26 NP SSUS - Day Hagan/Ned Davis Research Smart Sector ETF 568,297 6.15 119,325 -3.44
2025-07-29 13F Private Trust Co Na 9,946 2.92 2,519 26.22
2025-08-06 13F Legacy Investment Solutions, LLC 450 96.51 114 113.21
2025-08-11 13F Capital Square, LLC 4,108 3.79 1,051 28.64
2025-07-21 13F Ameriflex Group, Inc. 11,158 4.98 2,802 27.67
2025-06-30 NP NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF 12,901 32.20 2,979 35.36
2025-07-28 13F J.Safra Asset Management Corp 617,263 4.10 154,791 26.44
2025-07-22 13F Beacon Financial Advisory LLC 4,013 0.05 1,016 22.71
2025-07-24 13F PDS Planning, Inc 5,391 0.17 1,365 22.86
2025-07-25 13F Mitchell Sinkler & Starr/pa 1,550 55.00 393 90.29
2025-08-13 13F Meridian Wealth Partners, LLC 903 229
2025-08-13 13F Flow Traders U.s. Llc 27,455 7
2025-08-14 13F FIL Ltd 27,065 7.20 6,854 31.46
2025-08-13 13F Fisher Asset Management, LLC 16,299 45.06 4,128 77.89
2025-08-13 13F My Purposeful Wealth Corp. 1,648 65.79 434 111.22
2025-08-07 13F Ibex Wealth Advisors 14,434 9.44 3,655 34.23
2025-08-12 13F Ascent Wealth Partners, LLC 1,992 60.65 504 96.88
2025-08-14 13F Stifel Financial Corp 904,641 11.28 229,095 36.47
2025-07-28 13F Patten & Patten Inc/tn 24,138 0.02 6,112 22.66
2025-07-28 13F Twin Tree Management, LP 306,934 77,725
2025-07-10 13F Mogy Joel R Investment Counsel Inc 916 232
2025-07-18 13F USA Financial Portformulas Corp 1,693 4.31 429 27.76
2025-07-28 13F Davidson Trust Co 836 212
2025-07-22 13F Measured Risk Portfolios, Inc. 1,644 1.67 416 24.92
2025-07-22 13F Belpointe Asset Management LLC 119,958 294.27 30,377 382.71
2025-08-12 13F Private Management Group Inc 1,153 292
2025-07-11 13F Seacrest Wealth Management, Llc 10,845 8.67 2,746 33.30
2025-08-14 13F Silvercrest Asset Management Group Llc 5,467 3.48 1,384 26.97
2025-08-04 13F IFG Advisory, LLC 26,627 15.06 6,743 41.11
2025-08-05 13F Plante Moran Financial Advisors, LLC 4,607 1.65 1,167 24.71
2025-08-14 13F Van Den Berg Management I, Inc 2 1
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 6,360 0.59 1,610 23.37
2025-07-29 13F TFC Financial Management 1,206 0.08 305 22.98
2025-08-14 13F BTG Pactual Asset Management US LLC 439 114.15 111 164.29
2025-08-14 13F Atom Investors LP 10,118 2,562
2025-07-30 13F Paragon Financial Partners, Inc. 7,699 0.04 1,950 22.66
2025-08-13 13F Wealthedge Investment Advisors, Llc 12,073 3.03 3,057 26.37
2025-08-18 13F Geneos Wealth Management Inc. 35,349 373.66 8,951 480.86
2025-08-01 13F Zhang Financial LLC 7,175 8.75 1,817 33.33
2025-07-22 13F Olistico Wealth, LLC 942 0.64 239 23.32
2025-08-13 13F Northwestern Mutual Wealth Management Co 59,595 12.98 15,091 38.56
2025-08-05 13F Centennial Bank/AR/ 13,769 32.62 3,487 62.67
2025-07-23 13F Ti-trust, Inc 796 59.20 202 336.96
2025-07-17 13F Venture Visionary Partners LLC 62,230 1.18 15,759 24.09
2025-07-30 13F White Lighthouse Investment Management Inc. 1,918 16.03 486 42.23
2025-08-05 13F Ring Mountain Capital, LLC 23,237 13.58 6,062 43.51
2025-07-18 13F BSW Wealth Partners 9,109 155.80 2,307 213.74
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 159,924 11.04 40,500 35.68
2025-03-28 NP ASPGX - Astor Sector Allocation Fund Class A Shares 18,557 167.08 4,283 382.32
2025-07-29 13F Semitam Bonam Llc 1,675 424
2025-08-12 13F J.w. Cole Advisors, Inc. 126,530 84.41 32,041 126.17
2025-08-13 13F Gateway Wealth Partners, LLC 15,695 306.61 3,975 398.62
2025-07-17 13F Symmetry Partners, LLC 7,991 34.91 2,024 65.55
2025-08-04 13F Impact Partnership Wealth, LLC 1,128 12.35 286 37.68
2025-07-14 13F CHICAGO TRUST Co NA 7,425 23.15 1,880 51.13
2025-07-31 13F Lee Danner & Bass Inc 895 227
2025-08-01 13F Transcend Wealth Collective, Llc 47,014 3.71 11,905 27.19
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 5,896 70.80 1,493 109.69
2025-07-15 13F Accurate Wealth Management, LLC 25,542 444.49 6,564 605.70
2025-08-08 13F Citizens Financial Group Inc/ri 142,532 0.93 36,093 23.79
2025-07-18 13F First United Bank Trust/ 4,556 4.62 1,154 28.25
2025-07-21 13F 111 Capital 6,983 1,768
2025-08-12 13F Country Trust Bank 12,359 0.77 3,130 23.58
2025-08-12 13F Howe & Rusling Inc 6,319 9.40 1,600 34.23
2025-07-15 13F Focused Wealth Management, Inc 979 248
2025-08-08 13F W.H. Cornerstone Investments Inc. 837 212
2025-08-07 13F Midwest Trust Co 80,701 20,436
2025-07-28 13F Allianz Asset Management GmbH Put 70,400 117.96 17,827 167.31
2025-07-18 13F Brueske Advisory Services, LLC 2,015 510
2025-07-22 13F Comprehensive Financial Consultants Institutional, Inc. 2,471 1.44 626 24.50
2025-05-01 13F Grant/GrossMendelsohn, LLC 1,340 279
2025-07-15 13F Farrell Financial LLC 1,420 0.14 360 22.95
2025-08-13 13F Brown Advisory Inc 35,348 6.84 8,951 31.02
2025-08-20 13F/A Coppell Advisory Solutions LLC 1,966 493
2025-08-07 13F Donaldson Capital Management, Llc 14,042 20.08 3,556 47.27
2025-08-07 13F Retirement Solution Inc. 907 230
2025-08-05 13F Cassaday & Co Wealth Management LLC 12,325 2.28 3,121 25.44
2025-08-13 13F D L Carlson Investment Group Inc 13,839 8.18 3,504 32.68
2025-07-14 13F Clear Harbor Asset Management, LLC 2,425 4.98 614 28.99
2025-05-15 13F IronBridge Private Wealth, LLC 20,899 9.71 4,315 -2.57
2025-07-16 13F Embree Financial Group 3,037 0.13 769 22.68
2025-08-07 13F Fidelis Capital Partners, LLC 14,086 0.22 3,705 26.45
2025-08-14 13F Bank of Marin 21,783 5,516
2025-08-14 13F IPG Investment Advisors LLC 1,923 3.83 487 27.23
2025-07-07 13F Nova Wealth Management, Inc. 9,747 34.98 2,468 65.53
2025-08-28 NP CHDEX - Cullen High Dividend Equity Fund Retail Class 27,100 6,863
2025-08-05 13F Sage Capital Management, LLC 33,804 0.79 8,561 23.63
2025-08-05 13F Jessup Wealth Management, Inc 18,587 4,707
2025-08-14 13F First Manhattan Co 3,672 37.48 930 68.60
2025-08-19 13F Newbridge Financial Services Group, Inc. 32,905 29.41 8,333 58.73
2025-08-13 13F RPg Family Wealth Advisory, LLC 13,420 9.29 3,398 34.04
2025-08-14 13F Talon Private Wealth, LLC 180 46
2025-08-14 13F Vivaldi Capital Management, LLC 8,146 7.62 2,063 32.01
2025-07-08 13F Rise Advisors, LLC 116 29
2025-08-13 13F Quadrature Capital Ltd 11,345 2,872
2025-08-14 13F/A Rockefeller Capital Management L.P. 924,405 7.29 234,087 31.58
2025-07-23 13F HTG Investment Advisors, Inc. 3,339 14.19 846 40.13
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 50,344 3.90 12,749 27.43
2025-08-12 13F Boreal Capital Management LLC 4,242 1,074
2025-08-13 13F Lauer Wealth, LLC 1,235 326
2025-08-20 13F Forefront Wealth Partners, LLC 7,608 31.58 1,813 51.89
2025-08-14 13F Quantinno Capital Management LP 125,750 6.03 31,844 30.03
2025-08-11 13F Rothschild Investment Llc 388 1.84 98 25.64
2025-07-08 13F Moulton Wealth Management, Inc 9,738 2,502
2025-08-11 13F NewEdge Wealth, LLC 17,437 8.34 4,591 38.16
2025-08-04 13F Analyst IMS Investment Management Services Ltd. 46,309 7.77 12 37.50
2025-06-27 NP MAPP - Harbor Multi-Asset Explorer ETF 946 215.33 199 186.96
2025-08-12 13F Choate Investment Advisors 4,957 7.90 1,255 32.38
2025-08-14 13F Millennium Management Llc Put 1,970,200 21.06 498,914 48.47
2025-08-15 13F Lantern Wealth Advisors, LLC 5,416 1.71 1,372 10.74
2025-07-02 13F Neville Rodie & Shaw Inc 853 0
2025-08-04 13F Eubel Brady & Suttman Asset Management Inc 927 0
2025-08-15 13F Morgan Stanley 11,983,918 22.01 3,034,688 49.63
2025-07-18 13F Trilogy Capital Inc. 298,694 2,340.71 75,638 2,894.38
2025-07-30 13F Cullen/frost Bankers, Inc. 24,500 76.12 6,204 116.02
2025-07-30 13F Private Capital Advisors, Inc. 1,813 0.17 459 23.06
2025-07-10 13F Oldfather Financial Services, LLC 3,506 37.01 888 67.99
2025-08-14 13F First Foundation Advisors 2,613 0.38 662 23.09
2025-08-06 13F Convergence Financial, LLC 58,891 12.64 14,913 38.14
2025-07-16 13F Moneywise, Inc. 17,271 4,373
2025-08-04 13F Kovack Advisors, Inc. 25,846 0.36 6,545 23.10
2025-07-11 13F SILVER OAK SECURITIES, Inc 16,019 5.01 4,057 28.84
2025-07-30 13F Rehmann Capital Advisory Group 12,579 57.53 3,186 93.26
2025-08-06 13F Savant Capital, LLC 19,178 0.17 4,856 22.84
2025-08-08 13F Kingsview Wealth Management, LLC 235,142 8.23 59,545 32.73
2025-07-30 13F Mid-American Wealth Advisory Group, Inc. 396 100
2025-08-04 13F Spire Wealth Management 62,090 4.25 15,723 27.85
2025-08-12 13F North Star Asset Management Inc 6,828 11.97 1,729 37.33
2025-08-13 13F Lido Advisors, LLC 168,991 21.08 42,794 48.49
2025-08-18 13F Wolverine Trading, Llc Put 230,900 4.01 57,903 26.38
2025-04-30 13F J Hagan Capital, Inc. 1,176 273
2025-08-18 13F Wolverine Trading, Llc 215,853 1,971.72 54,129 2,417.63
2025-08-18 13F Wolverine Trading, Llc Call 376,000 35.69 94,290 64.88
2025-08-12 13F Clearwater Capital Advisors, LLC 2,530 2.35 641 25.49
2025-08-13 13F Lido Advisors, LLC Put 4,500 1,140
2025-07-31 13F 180 Wealth Advisors, Llc 3,376 7.79 855 32.20
2025-07-29 13F Novare Capital Management Llc 16,159 76.87 4,092 116.91
2025-08-05 13F Mountain Hill Investment Partners Corp. 12,053 12.21 3,052 37.66
2025-08-14 13F Kovitz Investment Group Partners, LLC 34,156 6.56 8,649 30.69
2025-08-14 13F Riggs Asset Managment Co. Inc. 3,238 25.26 820 53.66
2025-08-13 13F Mount Yale Investment Advisors, LLC 44,418 1.70 11,248 24.72
2025-07-23 13F Madden Advisory Services, Inc. 6,320 1.40 1,601 24.32
2025-08-14 13F Obsidian Personal Planning Solutions LLC 2,631 6.73 666 28.82
2025-07-09 13F Dynamic Advisor Solutions LLC 36,572 6.99 9,261 31.21
2025-08-13 13F Sumitomo Mitsui Financial Group, Inc. 550,000 139,276
2025-08-13 13F Allegheny Financial Group LTD 950 241
2025-07-15 13F Clarus Group, Inc. 1,553 0.06 393 22.81
2025-08-12 13F SRS Capital Advisors, Inc. 5,915 22.85 1,498 50.60
2025-07-09 13F Byrne Asset Management LLC 667 38.10
2025-08-14 13F/A Skopos Labs, Inc. 862 218
2025-07-11 13F Annex Advisory Services, LLC 4,180 6.99 1,059 31.27
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 800 203
2025-08-13 13F Orleans Capital Management Corp/la 35,803 1.00 9,066 23.87
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 13,495 0.52 3,417 23.36
2025-07-29 13F Signature Estate & Investment Advisors Llc 3,424 68.92 867 107.42
2025-05-01 13F Schechter Investment Advisors, LLC 1,261 2.44 260 -9.09
2025-08-11 13F Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 355,800 41.87 90 76.47
2025-07-10 13F Sky Investment Group LLC 414 22.49
2025-08-14 13F Bnp Paribas Arbitrage, Sa Call 6,931 277.30 175,514 362.73
2025-08-14 13F CIBC World Markets Inc. 86,940 6.45 22,016 30.55
2025-08-12 13F Integrated Advisors Network LLC 74,490 5.15 18,863 28.95
2025-07-31 13F Wealthfront Advisers Llc 108,376 8.68 27,444 33.29
2025-07-22 13F/A Kingstone Capital Partners Texas, LLC 18,908 14.71 4,786 40.56
2025-08-01 13F Vision Financial Markets Llc 165 0.61 42 24.24
2025-07-31 13F CVA Family Office, LLC 1,162 45.98 294 79.27
2025-08-13 13F Nicolet Advisory Services, Llc 1,030 0.10 265 32.00
2025-07-29 13F Werba Rubin Papier Wealth Management 911 231
2025-08-11 13F Sykon Capital Llc 55,946 14,167
2025-08-14 13F Bnp Paribas Arbitrage, Sa Put 11,944 80.61 302,458 121.51
2025-08-11 13F Regal Investment Advisors LLC 15,850 15.21 4,014 41.30
2025-08-14 13F Quantinno Capital Management LP Put 5,000 1,266
2025-07-30 13F Forum Financial Management, LP 8,624 17.62 2,184 44.28
2025-08-14 13F Cibc World Markets Corp 7,962 2,016
2025-08-27 13F Cypress Capital Advisors, LLC 4,584 4.09 1,161 27.61
2025-08-29 13F Total Investment Management Inc 220 56
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 5,515 21.34 1,397 48.83
2025-07-09 13F Massmutual Trust Co Fsb/adv 4,116 2.82 1,042 26.15
2025-07-22 13F Accel Wealth Management 1,668 11.50 422 37.01
2025-08-07 13F Americana Partners, LLC 6,549 0.68 1,659 23.45
2025-07-18 13F Fmb Wealth Management 809 205
2025-08-27 NP Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 247,589 8.00 62,697 32.46
2025-08-05 13F Benchmark Financial Wealth Advisors, LLC 4,071 0.32 1,031 23.06
2025-07-17 13F Smith, Salley & Associates 3,613 96.47 915 141.16
2025-08-05 13F Fourth Dimension Wealth, LLC 47,195 7.11 11,951 31.37
2025-07-02 13F Doliver Advisors, Lp 868 220
2025-08-08 13F Atlanta Consulting Group Advisors, LLC 900 228
2025-05-14 13F Heritage Wealth Partners, LLC 3,385 10.62 699 -1.83
2025-07-28 13F Turtle Creek Wealth Advisors, LLC 24,767 6,272
2025-07-15 13F Mather Group, Llc. 5,048 43.45 1,278 76.03
2025-07-24 13F Total Wealth Planning & Management, Inc. 5,432 107.57 1,376 154.63
2025-08-14 13F Harmony Asset Management Llc 1,735 36.51 439 67.56
2025-08-12 13F Laurel Wealth Advisors LLC 4,705,862 27,205.69 19 -99.49
2025-08-13 13F Edgestream Partners, L.P. 3,859 51.39 977 85.74
2025-07-23 13F Castle Rock Wealth Management, LLC 1,253 9.82 329 38.98
2025-08-05 13F Next Capital Management LLC 3,971 4.12 1,006 27.70
2025-08-14 13F Sequent Planning LLC 28,247 29.52 7,153 58.85
2025-08-11 13F Cladis Investment Advisory, LLC 11,697 2.68 2,962 25.89
2025-08-06 13F Modera Wealth Management, LLC 7,638 4.82 1,934 28.59
2025-07-18 13F Naples Global Advisors, Llc 849 215
2025-07-25 13F Allspring Global Investments Holdings, LLC 46,025 15.52 11,551 39.39
2025-07-15 13F Financial Partners Group, Inc 3,825 0.13 969 22.84
2025-08-13 13F Dana Investment Advisors, Inc. 4,174 10.89 1,057 35.91
2025-08-07 13F Traynor Capital Management, Inc. 2,135 3.69 536 25.88
2025-07-16 13F Stillwater Capital Advisors, LLC 163,345 0.37 41,364 23.10
2025-07-24 13F Agate Pass Investment Management, LLC 12,085 0.51 3,060 23.29
2025-07-14 13F Ridgewood Investments LLC 1,515 51.20 384 85.92
2025-08-07 13F King Luther Capital Management Corp 1,585 33.45
2025-07-23 13F Charter Trust Co 471,736 0.74 119,458 23.55
2025-08-06 13F Wsfs Capital Management, Llc 15,618 0.13 3,955 22.80
2025-08-07 13F Birchcreek Wealth Management, LLC 858 217
2025-08-07 13F Fonville Wealth Management LLC 1,577 1.15 399 24.30
2025-07-16 13F Magnus Financial Group LLC 14,782 1.52 3,743 24.52
2025-07-22 13F Capital Advisors Inc/ok 10,637 0.42 2,694 23.14
2025-08-11 13F Root Financial Partners, LLC 2,404 40.91 609 72.73
2025-08-14 13F RMB Capital Management, LLC 9,632 64.82 2,439 102.24
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 7,417 1,861
2025-08-13 13F Shepherd Financial Partners LLC 42,651 0.60 10,800 23.39
2025-07-08 13F Boltwood Capital Management 26,667 4.61 6,753 28.29
2025-08-12 13F Proequities, Inc. 0 0
2025-07-17 13F Keystone Global Partners, LLC 32,920 21.03 8,336 48.43
2025-07-31 13F DDD Partners, LLC 8,900 1.02 2,254 23.86
2025-08-04 13F Creative Financial Designs Inc /adv 39,663 39.10 10,044 70.60
2025-08-11 13F Mill Creek Capital Advisors, LLC 20,586 8.27 5,213 32.79
2025-07-24 13F Game Plan Financial Advisors, LLC 4,191 3.66 1,061 27.22
2025-07-28 13F Nadler Financial Group, Inc. 5,006 7.52 1,268 31.84
2025-08-06 13F Financial Advisory Corp /ut/ /adv 36,546 0.76 9 28.57
2025-08-06 13F Mcrae Capital Management Inc 829 210
2025-08-14 13F Paloma Partners Management Co 39,248 9,939
2025-08-25 13F Silverlake Wealth Management Llc 1,635 31.54 414 61.33
2025-07-16 13F Rezny Wealth Management, Inc. 92,000 1.72 23,297 24.76
2025-07-30 13F Paul Damon & Associates, Inc. 3,838 0.37 972 23.07
2025-08-06 13F Atlantic Union Bankshares Corp 35,414 3,001.05 8,968 3,715.74
2025-08-08 13F Pnc Financial Services Group, Inc. 835,473 0.04 211,567 22.68
2025-07-08 13F Northstar Advisory Group, LLC 13,571 3,437
2025-07-11 13F Petredis Investment Advisors Llc 141,609 2.50 35,860 25.71
2025-08-14 13F Wells Fargo & Company/mn 11,195,015 0.43 2,834,914 23.17
2025-07-21 13F Tanglewood Wealth Management, Inc. 5,624 4.32 1,424 27.94
2025-07-30 13F Roman Butler Fullerton & Co 2,730 715
2025-08-12 13F Virtu Financial LLC 21,885 108.41 6 150.00
2025-07-21 13F Triad Wealth Partners, LLC 1,037 263
2025-07-24 13F Copperwynd Financial, LLC 984 249
2025-08-01 13F Oversea-Chinese Banking CORP Ltd 5,779 72.56 1,463 111.72
2025-08-04 13F Keybank National Association/oh 69,774 0.20 17,669 22.88
2025-07-07 13F First Citizens Financial Corp 9,481 164.39 2,401 224.32
2025-07-09 13F Fiduciary Alliance LLC 4,512 41.31 1,142 73.29
2025-08-13 13F Kuhn & Co Investment Counsel 2,144 2.98 543 26.34
2025-04-25 13F Smallwood Wealth Investment Management, LLC 452 93
2025-08-01 13F Private Wealth Partners, LLC 2,817 0.86 713 23.78
2025-08-13 13F Nicolet Bankshares Inc 1,545 54.50 391 89.81
2025-07-18 13F BCU Wealth Advisors, LLC 896 227
2025-08-14 13F Integrated Investment Consultants, LLC 1,737 9.31 440 33.84
2025-08-14 13F Financial Engines Advisors L.L.C. 23,307 6.49 5,902 30.60
2025-07-07 13F Fox Hill Wealth Management 1,107 0.64 280 23.35
2025-08-14 13F Investmark Advisory Group LLC 3,350 0.18 848 22.90
2025-05-20 13F Blue Rock Wealth Management LLC 5,391 31.20 1,113 16.54
2025-07-25 13F Cwm, Llc 578,315 18.00 146 44.55
2025-07-16 13F Essex Financial Services, Inc. 1,422 360
2025-07-30 13F Phoenix Holdings Ltd. 451,761 169.99 114,396 231.14
2025-07-28 13F Hudson Capital Management LLC 1,871 474
2025-07-28 13F Innova Wealth Partners 20,181 1,396.00 5,110 1,738.13
2025-04-11 13F Safeguard Financial, LLC 2,755 9.20 569 -3.07
2025-08-14 13F Mairs & Power Inc 4,246 1.41 1,075 24.42
2025-07-09 13F Channel Wealth Llc 18,969 19.99 4,804 47.15
2025-08-27 13F/A Squarepoint Ops LLC 7,300 558.25 1,849 710.53
2025-08-08 13F Empower Advisory Group, LLC 9,491 9.91 2,403 34.85
2025-07-10 13F Strathmore Capital Advisors, Inc. 1,305 336
2025-05-29 NP RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 0 -100.00 0 -100.00
2025-08-19 13F Asset Dedication, LLC 1,005 1.21 254 23.90
2025-08-14 13F Pinnacle Family Advisors, LLC 1,323 335
2025-07-23 13F Stonegate Investment Group, LLC 2,360 8.66 598 33.26
2025-08-15 13F CI Private Wealth, LLC 987,747 106.04 250,128 152.69
2025-07-08 13F Parisi Gray Wealth Management 4,963 0.04 1,257 22.66
2025-08-14 13F Point72 (DIFC) Ltd Call 1,100 37.50 279 68.48
2025-08-19 13F Cape Investment Advisory, Inc. 1,981 0.05 502 22.79
2025-08-14 13F Point72 (DIFC) Ltd Put 3,200 810
2025-08-14 13F Bank Of America Corp /de/ 12,926,120 0.36 3,273,281 23.08
2025-08-13 13F Grantvest Financial Group LLC 4,985 0.16 1,262 22.88
2025-07-22 13F Chung Wu Investment Group, LLC 158 40
2025-07-21 13F Future Financial Wealth Managment LLC 9,450 0.20 2,393 22.91
2025-05-29 NP RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P 0 -100.00 0 -100.00
2025-07-29 13F Mezzasalma Advisors, LLC 16,367 2.81 4,145 26.11
2025-07-14 13F Narus Financial Partners, LLC 30,613 15.73 7,752 41.95
2025-07-11 13F Phillips Wealth Planners LLC 8,042 3.46 2,061 33.74
2025-08-12 13F Jefferies Financial Group Inc. 44,477 5.05 11,263 28.84
2025-08-13 13F Level Four Advisory Services, Llc 44,627 15.74 11,301 41.95
2025-08-13 13F Victory Financial Group, Llc 106,842 13.67 27,055 39.39
2025-08-01 13F Yukon Wealth Management, Inc. 5,762 5.53 1,459 29.46
2025-08-14 13F Man Group plc 4,138 600.17 1,048 758.20
2025-08-11 13F Slagle Financial, LLC 1,787 0.06 452 22.83
2025-07-21 13F Financial Services Advisory Inc 21,760 478.42 5,510 610.05
2025-08-07 13F Accent Capital Management, LLC 20 6
2025-06-26 NP CLSM - Cabana Target Leading Sector Moderate ETF 178,249 520.06 37,427 464.07
2025-07-31 13F University Of Texas/texas Am Investment Managment Co 4,426 4.63 1,121 28.29
2025-07-22 13F Global Strategic Investment Solutions, LLC 3,485 0.09 883 22.84
2025-07-17 13F San Luis Wealth Advisors LLC 20,726 2.00 5 25.00
2025-08-14 13F Advisor OS, LLC 3,399 158.87 861 217.34
2025-07-30 13F WESPAC Advisors SoCal, LLC 31,147 68.58 7,887 106.79
2025-08-14 13F Aldebaran Financial Inc. 1,431 0.35 362 23.13
2025-07-16 13F Spirepoint Private Client, Llc 54,565 1.44 13,817 24.41
2025-08-12 13F Lodestone Wealth Management LLC 2,525 1.53 639 24.56
2025-08-06 13F 360 Financial, Inc. 1,000 0.10 253 22.82
2025-08-12 13F LPL Financial LLC Put 10,800 414.29 2,735 531.41
2025-07-10 13F Legacy Financial Strategies, LLC 1,218 4.46 308 28.33
2025-08-11 13F Platform Technology Partners 2,591 19.95 656 47.09
2025-08-12 13F LPL Financial LLC Call 2,500 633
2025-08-12 13F LPL Financial LLC 7,580,637 2.55 1,919,645 25.77
2025-07-23 NP XAIX - Xtrackers Artificial Intelligence and Big Data ETF 1,900 439
2025-07-09 13F Bulwark Capital Corp 485 123
2025-07-15 13F Fifth Third Bancorp 397,331 3.10 100,616 26.44
2025-07-08 13F Ptm Wealth Management, Llc 85,781 8.90 22,042 55.70
2025-07-18 13F Midwest Financial Group LLC 970 246
2025-08-11 13F Edgemoor Investment Advisors, Inc. 895 227
2025-08-11 13F One Capital Management, LLC 8,098 3.25 2,051 26.62
2025-08-05 13F Tiaa Trust, National Association 89,594 24.39 22,688 52.55
2025-07-08 13F Braun-Bostich & Associates Inc. 13,601 45.25 3,444 78.17
2025-08-07 13F Samalin Investment Counsel, LLC 4,422 5.87 1,120 29.93
2025-07-15 13F Xcel Wealth Management, LLC 4,573 7.27 1,158 31.59
2025-07-22 13F Merit Financial Group, LLC 54,667 1.54 13,843 24.53
2025-07-18 13F Union Bancaire Privee, UBP SA 3,887 21.96 975 48.25
2025-07-24 13F Blair William & Co/il 98,115 32.46 24,846 62.45
2025-08-14 13F Modern Wealth Management, LLC 52,902 797.40 13,396 1,000.74
2025-08-12 13F FourThought Financial Partners, LLC 900 228
2025-07-28 13F Mutual Advisors, LLC 62,938 0.47 16,489 26.28
2025-08-07 13F Winthrop Capital Management, LLC 647 16.58 0
2025-08-12 13F GDS Wealth Management 1,271 6.18 322 29.96
2025-08-08 13F Avalon Trust Co 2,441 69.40 618 108.08
2025-08-13 13F Russell Investments Group, Ltd. 4,635 27.83 1,174 56.82
2025-07-28 13F Harbour Investments, Inc. 26,613 22.81 6,739 50.63
2025-07-01 13F Private Client Services, Llc 3,860 43.39 977 76.04
2025-08-12 13F Trexquant Investment LP 2,018 90.74 511 134.40
2025-07-15 13F Signet Financial Management, Llc 18,756 2.99 4,750 26.30
2025-07-30 13F Brookstone Capital Management 34,087 49.06 8,632 82.82
2025-08-14 13F Sig Brokerage, Lp Call 7,800 1,975
2025-08-14 13F Sig Brokerage, Lp Put 12,800 3,241
2025-04-29 NP OCIO - ClearShares OCIO ETF 35,103 1.16 7,917 -2.39
2025-08-12 13F Holderness Investments Co 2,210 2.84 560 26.19
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 737,300 5.34 186,706 29.19
2025-08-14 13F Ausdal Financial Partners, Inc. 7,601 1.44 1,925 24.37
2025-08-05 13F Telos Capital Management, Inc. 829 210
2025-07-18 13F Northeast Financial Group, Inc. 2,313 1.58 586 24.47
2025-07-23 13F West Paces Advisors Inc. 794 11.20 201 36.73
2025-07-29 13F Balboa Wealth Partners 10,275 2.30 2,602 25.47
2025-08-07 13F Fox Financial, Inc 54,266 0.84 13,742 23.67
2025-08-12 13F Waterloo Capital, L.P. 6,675 4.59 1,690 28.32
2025-08-07 13F Parkside Financial Bank & Trust 2,687 33.02 680 63.07
2025-08-12 13F Founders Financial Alliance, LLC 6,250 1.00 1,583 23.88
2025-07-15 13F Peddock Capital Advisors, Llc 15,637 11.58 3,960 36.85
2025-08-11 13F Brown Brothers Harriman & Co 5,084 32.12 1,287 62.09
2025-08-13 13F WCG Wealth Advisors LLC 35,622 9,020
2025-06-26 NP TDSC - Cabana Target Drawdown 10 ETF 117,887 165.80 24,753 141.81
2025-08-08 13F Compass Financial Services Inc 1,041 0.19 264 22.90
2025-08-13 13F Daner Wealth Management, LLC 5,323 0.11 1,428 15.64
2025-07-30 13F Journey Advisory Group, LLC 34,039 4.50 8,620 28.16
2025-07-11 13F Busey Wealth Management 7,604 7.87 1,926 32.30
2025-07-21 13F Ntv Asset Management Llc 6,260 1.36 1,585 24.31
2025-08-13 13F HAP Trading, LLC 12,849 3,254
2025-07-14 13F Signature Securities Group Corporation 13,212 2.62 3,346 25.85
2025-07-21 13F Jmac Enterprises Llc 31,725 22.26 8,034 49.95
2025-08-12 13F NFP Retirement, Inc. 8,756 22.82 2,217 50.61
2025-07-18 13F Bartlett & Co. Wealth Management Llc 51,385 3.93 13,012 27.46
2025-07-14 13F Foster Group, Inc. 809 205
2025-08-14 13F Arete Wealth Advisors, LLC 11,824 12.08 3 0.00
2025-08-08 13F D'Orazio & Associates, Inc. 1,082 2.56 274 26.27
2025-08-15 13F/A Symphony Financial, Ltd. Co. 2,880 577
2025-07-11 13F Butensky & Cohen Financial Security, Inc 17,350 4.75 4,393 28.45
2025-08-15 13F Kestra Advisory Services, LLC 339,865 5.71 86,064 29.64
2025-08-14 13F Optiver Holding B.V. 784 199
2025-07-15 13F Centerline Wealth Advisors, LLC 1,052 3.54 266 27.27
2025-08-14 13F Colony Group, LLC 1,629,679 16.66 412,684 43.08
2025-08-06 13F Decker Retirement Planning Inc. 3 1
2025-07-17 13F Presper Financial Architects, LLC 66,645 17
2025-07-29 13F FLC Capital Advisors 2,798 709
2025-08-08 13F Intrua Financial, LLC 120,393 1.79 30,487 24.83
2025-07-30 13F Pacific Sun Financial Corp 19,513 1.67 4,941 24.71
2025-07-15 13F Maseco Llp 1,688 427
2025-07-21 13F Qrg Capital Management, Inc. 6,970 7.76 1,765 32.21
2025-07-17 13F Heritage Investment Group, Inc. 859 218
2025-07-29 13F Rodgers & Associates, LTD 1,317 334
2025-08-14 13F Financial Advisory Service, Inc. 3,489 0.14 884 22.81
2025-07-17 13F Spartan Planning & Wealth Management 4,433 1,123
2025-08-14 13F/A Bank Julius Baer & Co. Ltd, Zurich 5,661 13.02 1,434 22.69
2025-08-13 13F Empire Financial Management Company, LLC 4,143 0.24 1,049 22.98
2025-07-14 13F Sowell Financial Services LLC 42,643 2.02 10,798 25.12
2025-04-29 13F Hm Payson & Co 2,289 9.21 473 -3.08
2025-08-07 13F Alpha Cubed Investments, LLC 3,690 2.84 934 26.22
2025-09-03 13F American Trust 4,183 1,059
2025-08-06 13F/A Flagship Private Wealth, LLC 1,185 0.17 300 22.54
2025-07-25 13F Libra Wealth Llc 1,975 97.50 500 142.72
2025-08-13 13F BCJ Capital Management, LLC 291,615 6.49 73,846 30.60
2025-08-12 13F Cornerstone Select Advisors, LLC 820 208
2025-08-04 13F Daymark Wealth Partners, Llc 3,341 6.78 846 30.96
2025-08-14 13F Toronto Dominion Bank 268 49.72 68 86.11
2025-07-10 13F American Financial Advisors, LLC 2,580 0.12 653 22.74
2025-07-22 13F DAVENPORT & Co LLC 150,745 0.27 38,173 22.97
2025-08-07 13F Fountainhead AM, LLC 10,025 143.27 2,539 198.59
2025-08-13 13F Leuthold Group, Llc 38,893 10.63 9,849 35.67
2025-08-04 13F Atria Investments Llc 104,180 31.33 26,382 61.07
2025-08-12 13F NWF Advisory Services Inc. 135,040 0.43 27,883 -10.81
2025-07-22 13F Wealthcare Advisory Partners LLC 37,235 29.81 9,429 59.22
2025-08-07 13F Summit X, LLC 2,192 0.97 555 23.88
2025-08-08 13F Advisors Capital Management, LLC 3,588 52.88 909 87.60
2025-08-11 13F Wescott Financial Advisory Group, LLC 918 233
2025-07-23 13F Eagle Rock Investment Company, Llc 1,032 1.18 261 24.29
2025-07-24 13F Summit Place Financial Advisors, LLC 7,236 50.56 1,832 84.68
2025-08-14 13F First Commonwealth Financial Corp /pa/ 2,731 13.93 692 39.88
2025-08-12 13F Park Square Financial Group, LLC 241 11.06 61 38.64
2025-08-07 13F Commerce Bank 184,475 2.61 46,715 25.84
2025-07-28 13F WealthPLAN Partners, LLC 2,447 50.21 620 84.23
2025-07-25 13F Apollon Financial, LLC 59,209 0.17 14,993 22.84
2025-08-05 13F Financial Sense Advisors, Inc. 9,091 3.79 2,302 27.32
2025-07-18 13F Dogwood Wealth Management LLC 0 0
2025-08-08 13F Horizon Family Wealth, Inc. 5,376 0.17 1,361 22.83
2025-08-12 13F Richmond Investment Services, LLC 14,648 80.04 3,709 120.91
2025-08-11 13F Brass Tax Wealth Management, Inc 3,335 213.15 845 285.39
2025-08-13 13F Solutions 4 Wealth, Ltd 12,423 4.31 3,146 27.90
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 21,132 3.66 5 25.00
2025-07-24 13F McKinley Carter Wealth Services, Inc. 98,635 25.09 24,977 53.41
2025-07-25 13F Ellis Investment Partners, LLC 3,145 20.92 796 48.51
2025-08-18 13F Hollencrest Capital Management 180,389 0.44 45,680 23.19
2025-08-14 13F Qube Research & Technologies Ltd Call 6,700 1,697
2025-07-14 13F Lewis Asset Management, LLC 3,574 39.72 905 71.21
2025-08-14 13F Redwood Financial Network Corp 15,278 0.14 3,869 22.79
2025-07-21 13F Washington Growth Strategies Llc 17,825 8,552.91 5 33.33
2025-08-15 13F/A Florida Financial Advisors, Llc 35,571 7.85 9,008 32.28
2025-07-15 13F Graypoint LLC 243,544 34.81 61,673 65.34
2025-07-30 13F Blume Capital Management, Inc. 176 0.57 44 22.22
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 3,714 198.79 940 267.19
2025-08-11 13F Tamar Securities, LLC 48,882 1.82 12,378 24.88
2025-07-08 13F Ehrlich Financial Group 20,688 35.85 5,239 66.60
2025-07-21 13F Tower View Investment Management & Research LLC 141 0.71 36 20.69
2025-08-14 13F Tudor Investment Corp Et Al Put 248,500 29.09 62,928 58.32
2025-07-24 13F Trust Co Of Toledo Na /oh/ 198 50
2025-07-16 13F Ayalon Holdings Ltd. 126,567 0.15 32 23.08
2025-08-14 13F Tudor Investment Corp Et Al Call 261,000 66,093
2025-05-13 13F CacheTech Inc. 24,296 5,017
2025-07-08 13F Chemistry Wealth Management LLC 5,220 5.50 1,322 29.38
2025-08-06 13F SOUTH STATE Corp 3,278 0.40 830 23.15
2025-08-14 13F Fort Point Capital Partners LLC 17,250 47.40 4,368 80.79
2025-07-18 13F Vicus Capital 2,121 0.05 537 22.88
2025-08-12 13F Jpmorgan Chase & Co 3,510,145 91.37 888,874 134.69
2025-07-29 13F Crux Wealth Advisors 1,297 0.15 329 22.85
2025-07-24 13F Stonebridge Financial Group, LLC 99,087 22,678.62 25,092 28,092.13
2025-08-07 13F LOM Asset Management Ltd 705 0
2025-07-23 13F Kingswood Wealth Advisors, Llc 14,079 5.04 3,565 28.79
2025-08-14 13F Circle Wealth Management, LLC 66,073 9.15 16,732 33.87
2025-04-18 13F Wolf Group Capital Advisors 4,632 52.62 956 81.40
2025-07-25 13F Fifth Third Wealth Advisors LLC 10,541 4.51 2,669 28.19
2025-07-23 13F Clear Creek Financial Management, LLC 1,241 9.63 314 34.76
2025-07-23 13F Nelson Capital Management, LLC 65,072 0.95 16,478 23.80
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 293 0.34 0
2025-07-28 13F Lunt Capital Management, Inc. 4,806 1,217
2025-08-12 13F Stelac Advisory Services LLC 44,585 581.21 11,293 735.83
2025-08-14 13F Prestige Wealth Management Group LLC 27,344 1.01 6,924 23.89
2025-07-29 13F Ballast, Inc. 23,703 6,002
2025-08-14 13F Horizon Investments, LLC 73,130 11.02 18,519 36.15
2025-08-07 13F/A Curat Global, LLC 29,270 72.55 7,412 111.65
2025-08-11 13F Citigroup Inc Put 165,000 312.50 41,783 405.90
2025-07-09 13F Fjell Capital, LLC 4,356 4.34 1,103 27.96
2025-08-01 13F Bessemer Group Inc 17,991 1,149.38 5
2025-07-17 13F Wagner Wealth Management, Llc 299 36.53 76 66.67
2025-08-14 13F Maven Securities LTD 28,451 7,205
2025-07-11 13F LongView Wealth Management 838 212
2025-07-15 13F McAdam, LLC 3,464 36.32 877 67.37
2025-08-04 13F WNY Asset Management, LLC 32,150 2.32 8,141 25.50
2025-08-14 13F Jain Global LLC Put 2,196,000 998.00 556,093 1,246.60
2025-08-13 13F Mcmorgan & Co Llc 54,369 0.88 13,768 23.71
2025-08-12 13F Cadence Wealth Management LLC 1,560 17.21 395 44.16
2025-07-08 13F Granite Bay Wealth Management, LLC 2,650 17.78 1
2025-07-28 13F Baker Boyer National Bank 1,251 317
2025-08-14 13F Monetary Management Group Inc 7,480 2.47 1,894 25.68
2025-08-11 13F Citigroup Inc 686,353 98.21 173,805 143.09
2025-07-10 13F Jackson Square Capital, Llc 4,834 26.74 1,224 55.53
2025-08-13 13F Rsm Us Wealth Management Llc 21,702 37.46 5,495 68.61
2025-07-29 13F Altus Wealth Group LLC 6,555 4.78 1,660 28.58
2025-07-10 13F Exchange Traded Concepts, Llc 101,179 24.29 25,622 52.42
2025-07-30 13F Princeton Global Asset Management LLC 3,526 21.17 893 48.67
2025-08-08 NP QMLFX - Quantified Market Leaders Fund Investor Class Shares 16,122 4,083
2025-07-21 13F DHJJ Financial Advisors, Ltd. 113 1,514.29 29 2,700.00
2025-04-28 13F Pinnacle Financial Partners Inc 31,527 1.62 6,550 -9.07
2025-07-14 13F Kfg Wealth Management, Llc 1,774 0.17 449 23.01
2025-07-24 13F JNBA Financial Advisors 509 22.36 129 50.59
2025-08-05 13F Trail Ridge Investment Advisors, LLC 1,523 21.16 400 54.44
2025-08-14 13F KKM Financial LLC 19,372 3.33 5,018 25.14
2025-08-14 13F Cardiff Park Advisors, Llc 1,368 18.65 347 45.38
2025-08-13 13F Dai-ichi Life Holdings, Inc. 8,300 2.47 2,093 25.12
2025-05-13 13F Watts Gwilliam & Co., LLC 9,069 0.83 1,873 -11.03
2025-08-06 13F Walkner Condon Financial Advisors LLC 1,202 5.07 304 28.81
2025-08-14 13F CoreCap Advisors, LLC 280,728 4.27 71,089 27.88
2025-04-25 NP SRGAX - Stringer Growth Fund Class A Shares 6,056 20.61 1,366 16.37
2025-07-10 13F Affiance Financial, LLC 1,730 438
2025-07-11 13F Elk River Wealth Management, LLC 14,861 4.10 3,763 27.69
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