Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund meliputi Kingstone Capital Partners Texas, LLC, Saudi Central Bank, Jain Global LLC, Tableaux Llc, Compass Wealth Management, LLC/GA, First International Bank of Israel Ltd., Quest Partners LLC, Foronjy Financial Llc, DYNI - IDX DYNAMIC INNOVATION ETF, Midwest Trust Co, BUFEX - Buffalo Large Cap Fund Investor Class, Kornitzer Capital Management Inc /ks, Glenmede Investment Management, LP, Peak6 Llc, Howard Capital Management Inc., Richardson Financial Services Inc., Stegent Equity Advisors, Inc., Vise Technologies, Inc., Sax Wealth Advisors, Llc, dan Resolute Wealth Strategies, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-02 | 13F | HBW Advisory Services LLC | 18,166 | 4.61 | 1,471 | 3.67 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 6,728 | 0.46 | 545 | -0.37 | ||||
2025-07-10 | 13F | PMV Capital Advisers, LLC | 200 | 16 | ||||||
2025-08-05 | 13F | RiverGlades Family Offices LLC | 13,975 | 2.95 | 1,132 | 2.08 | ||||
2025-08-08 | 13F | WP Advisors, LLC | 31,909 | 2.43 | 2,584 | 1.53 | ||||
2025-08-08 | 13F | Bailard, Inc. | 8,961 | 38.31 | 726 | 37.05 | ||||
2025-08-05 | 13F | Elm Partners Management LLC | 5,784 | 468 | ||||||
2025-08-13 | 13F | Renaissance Technologies Llc | 126,200 | 10,218 | ||||||
2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 30,447 | 13.27 | 2,465 | 12.30 | ||||
2025-08-11 | 13F | Traub Capital Management LLC | 425 | 34 | ||||||
2025-07-23 | 13F | H&H Retirement Design & Management INC | 74,789 | 9.47 | 6,049 | 9.19 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 19,150 | 3.28 | 1,551 | 2.38 | ||||
2025-08-13 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 5,249,000 | 53.39 | 425,012 | 52.08 | ||||
2025-08-13 | 13F | 1832 Asset Management L.P. | 267,599 | 5.96 | 21,667 | 5.06 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 24,051 | 35.29 | 1,947 | 34.18 | ||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 3,673,006 | 273 | ||||||
2025-08-14 | 13F | Private Wealth Advisors, LLC | 125,368 | 42.63 | 10,151 | 41.42 | ||||
2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 3,501 | 9.44 | 283 | 8.43 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 3,303 | 19.11 | 267 | 18.14 | ||||
2025-07-16 | 13F | Castleview Partners, Llc | 8,831 | 76.73 | 715 | 75.25 | ||||
2025-07-10 | 13F | CWC Advisors, LLC. | 24,666 | 2.93 | 1,997 | 2.04 | ||||
2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 9,037 | 94.34 | 732 | 92.88 | ||||
2025-08-12 | 13F | Northstar Financial Companies, Inc. | 5,424 | 11.06 | 439 | 10.30 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 24,115 | 1.65 | 1,953 | 6.14 | ||||
2025-08-14 | 13F | Temasek Holdings (Private) Ltd | 942,195 | 76,290 | ||||||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 8,808 | 4.88 | 713 | 4.09 | ||||
2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 49,028 | 0.75 | 3,970 | -0.13 | ||||
2025-07-21 | 13F | River Street Advisors LLC | 8,102 | 3.74 | 656 | 2.98 | ||||
2025-07-22 | 13F | Elevate Capital Advisors, LLC | 14,877 | 1,205 | ||||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 2,575 | 208 | ||||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 3,241 | 4.45 | 262 | 3.56 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 117,126 | 270.07 | 9 | 350.00 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 51,899 | 4.65 | 4,202 | 3.75 | ||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 4,060 | 329 | ||||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 198 | 16 | ||||||
2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 2,560 | 0.31 | 207 | -0.48 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 31 | 3 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 157,993 | 36.57 | 12,793 | 35.39 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 36,598 | 609.68 | 2,963 | 603.80 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 5,996 | 46.57 | 485 | 45.21 | ||||
2025-07-09 | 13F | Krilogy Financial LLC | 163,713 | 4.00 | 13,256 | 3.10 | ||||
2025-05-06 | 13F | WT Wealth Management | 81,442 | 5.89 | 6,651 | 10.01 | ||||
2025-08-05 | 13F | Centennial Bank/AR/ | 1,307 | 1,207.00 | 106 | 1,212.50 | ||||
2025-08-13 | 13F | Allie Family Office LLC | 6,379 | 0.16 | 517 | -0.77 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 9,067 | 0.35 | 734 | -0.41 | ||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 1,192,591 | 1.22 | 96,564 | 0.36 | ||||
2025-08-13 | 13F | Makena Capital Management Llc | 144,483 | 17.01 | 11,699 | 16.01 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 206,695 | 9.74 | 16,736 | 8.80 | ||||
2025-08-15 | 13F | SkyView Investment Advisors, LLC | 48,545 | 1.35 | 4 | 0.00 | ||||
2025-08-04 | 13F | One Day In July LLC | 2,916 | 1.25 | 236 | 0.43 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 21,399 | 13.41 | 1,733 | 12.39 | ||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 165 | 184.48 | 13 | 225.00 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 17,918 | 17.48 | 1,451 | 16.47 | ||||
2025-08-13 | 13F | Financial & Tax Architects, LLC | 11,704 | 11.95 | 948 | 11.02 | ||||
2025-07-28 | 13F | Essex LLC | 28,228 | 5.77 | 2,286 | 4.86 | ||||
2025-07-17 | 13F | Stockman Wealth Management, Inc. | 44,180 | 0.23 | 3,577 | -0.61 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 390 | 0.78 | 32 | 0.00 | ||||
2025-08-06 | 13F | Agf Management Ltd | 981,362 | 54.15 | 79,461 | 52.83 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 7,267 | 0.21 | 588 | -0.68 | ||||
2025-08-14 | 13F | Frisch Financial Group, Inc. | 2,689 | 4.59 | 0 | |||||
2025-08-13 | 13F | Bollard Group LLC | 1,121 | 0.36 | 0 | |||||
2025-07-31 | 13F | Curio Wealth, Llc | 31 | 3,000.00 | 3 | 0.00 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 43,809 | 65.28 | 3,547 | 63.91 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 144,224 | 18.63 | 11,678 | 17.60 | ||||
2025-07-31 | 13F | Guardian Asset Advisors, LLC | 17,706 | 9.42 | 1,434 | 8.48 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 15,153 | 209.75 | 1,227 | 207.27 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 1,258 | 2.78 | 102 | 2.02 | ||||
2025-07-28 | 13F | Twin Tree Management, LP | Put | 1,050,300 | 205.59 | 85,043 | 202.97 | |||
2025-07-28 | 13F | Twin Tree Management, LP | Call | 2,591,300 | 209,818 | |||||
2025-07-30 | 13F | Advantage Trust Co | 200 | 16 | ||||||
2025-08-14 | 13F | Money Concepts Capital Corp | 89,965 | 3.19 | 7,284 | 2.30 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 40,717 | 42.89 | 3,297 | 41.64 | ||||
2025-08-15 | 13F | Semmax Financial Advisors Inc. | 943 | 78 | ||||||
2025-08-14 | 13F | Caisse De Depot Et Placement Du Quebec | 2,023,533 | 63.71 | 163,845 | 62.31 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | Put | 981 | 7,943 | |||||
2025-08-06 | 13F | Axim Planning & Wealth | 2,563 | 208 | ||||||
2025-08-14 | 13F | Brevan Howard Capital Management LP | Put | 400,000 | 32,388 | |||||
2025-08-14 | 13F | FIL Ltd | 29,281 | 6.06 | 2,371 | 5.15 | ||||
2025-08-14 | 13F | Brevan Howard Capital Management LP | 265,431 | 604.34 | 21,492 | 598.44 | ||||
2025-08-13 | 13F | Fiduciary Group LLC | 17,818 | 0.73 | 1,443 | -0.14 | ||||
2025-08-25 | 13F | Fulcrum Equity Management | 15,432 | 72.06 | 1,250 | 70.63 | ||||
2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 181 | 15 | ||||||
2025-08-18 | 13F/A | Nomura Holdings Inc | Call | 325,000 | 26,315 | |||||
2025-08-18 | 13F/A | Nomura Holdings Inc | Put | 650,000 | 52,630 | |||||
2025-08-06 | 13F | Csenge Advisory Group | 9,686 | 4.57 | 802 | 5.80 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 22,666 | 11.09 | 1,835 | 10.14 | ||||
2025-07-18 | 13F | USA Financial Portformulas Corp | 4,969 | 8.28 | 402 | 7.49 | ||||
2025-07-14 | 13F | Crew Capital Management, Ltd. | 25,382 | 158.89 | 2,055 | 156.88 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 583 | 0.69 | 47 | 0.00 | ||||
2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 5,713 | 76.55 | 463 | 75.00 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 10,112 | 819 | ||||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 127,642 | 42.48 | 10,335 | 41.27 | ||||
2025-07-22 | 13F | Appleton Partners Inc/ma | 6,725 | 72.08 | 1 | |||||
2025-06-30 | NP | TACK - Fairlead Tactical Sector ETF | 344,264 | 1.12 | 28,171 | 4.76 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 9,526 | 0.43 | 771 | -0.39 | ||||
2025-08-12 | 13F | Private Management Group Inc | 3,000 | 243 | ||||||
2025-08-12 | 13F | Howe & Rusling Inc | 11,459 | 20.66 | 928 | 19.61 | ||||
2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 6,946 | 562 | ||||||
2025-08-07 | 13F | Ibex Wealth Advisors | 8,425 | 682 | ||||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 121 | 0.83 | 10 | 0.00 | ||||
2025-07-28 | 13F | Copia Wealth Management | 740 | 2.78 | 60 | 1.72 | ||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 10,429 | 0.39 | 844 | -0.47 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 178,793 | 46.76 | 14 | 55.56 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 235 | 0 | ||||||
2025-08-06 | 13F | Climber Capital SA | 26,693 | 3.44 | 2,150 | 15.66 | ||||
2025-07-18 | 13F | First United Bank Trust/ | 2,832 | 20.66 | 229 | 19.90 | ||||
2025-07-30 | 13F | Paragon Financial Partners, Inc. | 4,573 | 0.51 | 370 | -0.27 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 10,610 | 27.51 | 859 | 26.51 | ||||
2025-05-05 | 13F | CBIZ Investment Advisory Services, LLC | 132 | 11 | ||||||
2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 5,263 | 426 | ||||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 32,030 | 2.94 | 2,593 | 2.05 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3,431 | 278 | ||||||
2025-07-18 | 13F | New Wave Wealth Advisors Llc | 11,684 | 0.92 | 946 | 0.11 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 7,973 | 1.04 | 646 | 0.16 | ||||
2025-08-06 | 13F | Simmons Bank | 49,502 | 0.74 | 4,008 | -0.12 | ||||
2025-07-03 | 13F | City Center Advisors, LLC | 19,042 | 1,542 | ||||||
2025-08-14 | 13F | Comerica Bank | 79,298 | 6.02 | 6,421 | 5.11 | ||||
2025-07-23 | 13F | Fluent Financial, LLC | 33,376 | 42.40 | 2,702 | 41.17 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 855,909 | 25.47 | 69 | 25.45 | ||||
2025-08-04 | 13F | Rede Wealth, LLC | 3,732 | 14.37 | 302 | 13.53 | ||||
2025-08-12 | 13F | Vestor Capital, Llc | 29,219 | 3,480.76 | 4 | |||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 3,574 | 1.77 | 289 | 1.05 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 11 | 1 | ||||||
2025-08-08 | 13F | Thrive Capital Management, LLC | 13,581 | 1,100 | ||||||
2025-05-29 | NP | PRAE - PlanRock Alternative Growth ETF | 5,613 | 458 | ||||||
2025-08-14 | 13F | Betterment LLC | 6,465 | 18.36 | 1 | |||||
2025-08-07 | 13F | Valence8 US LP | 123,271 | 0.49 | 9,981 | -0.37 | ||||
2025-08-13 | 13F | Balanced Wealth Group Llc | 3,427 | 0.68 | 273 | -1.44 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 16,358 | 57.09 | 1,325 | 55.76 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 11,155 | 107.73 | 903 | 106.16 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 7,267 | 6.65 | 588 | 5.76 | ||||
2025-08-14 | 13F | Daiwa Securities Group Inc. | 20 | 11.11 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 427,464 | 6.94 | 34,612 | 6.02 | ||||
2025-08-11 | 13F | Beaumont Capital Management, LLC | 74,201 | 18.55 | 6,008 | 17.55 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1,846 | 7.76 | 150 | 7.19 | ||||
2025-07-30 | 13F | Schnieders Capital Management Llc | 5,734 | 464 | ||||||
2025-08-08 | 13F | Creative Planning | 172,753 | 2.40 | 13,988 | 1.52 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 499 | 11.63 | 40 | 11.11 | ||||
2025-08-12 | 13F | Country Trust Bank | 1,133 | 11.85 | 92 | 10.98 | ||||
2025-07-21 | 13F | Stock Yards Bank & Trust Co | 4,232 | 57.97 | 343 | 56.88 | ||||
2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 74,394 | 0.39 | 6,024 | -0.48 | ||||
2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 62,950 | 5.80 | 5,097 | 4.90 | ||||
2025-08-07 | 13F | Midwest Trust Co | 32,762 | 2,653 | ||||||
2025-08-14 | 13F | Full Sail Capital, LLC | 210,270 | 7.23 | 17,026 | 6.31 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 831,568 | 47.49 | 67,332 | 46.23 | ||||
2025-04-23 | 13F | Sabal Trust CO | 48,522 | 1.28 | 3,963 | 5.23 | ||||
2025-08-12 | 13F | Archer Investment Corp | 529 | 0.19 | 43 | -2.33 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 141,442 | 11.81 | 11,453 | 10.85 | ||||
2025-08-11 | 13F | Covestor Ltd | Put | 51 | 0 | |||||
2025-08-13 | 13F | SMART Wealth LLC | 66,447 | 16.72 | 5,380 | 15.72 | ||||
2025-06-30 | NP | NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF | 17,260 | 29.08 | 1,430 | 28.74 | ||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 11,153 | 914 | ||||||
2025-07-18 | 13F | Founders Capital Management | 421 | 0.48 | 34 | 0.00 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 1,091,597 | 39.22 | 88,387 | 38.02 | ||||
2025-08-07 | 13F | Nwam Llc | 22,454 | 112.73 | 1,807 | 109.51 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 16,529 | 9.88 | 1,338 | 8.96 | ||||
2025-08-14 | 13F | First International Bank of Israel Ltd. | 45,300 | 3,668 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 191,304 | 26.00 | 15,490 | 24.92 | ||||
2025-07-23 | 13F | IMZ Advisory Inc | 132,202 | 31.61 | 10,694 | 30.35 | ||||
2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 36,752 | 8.48 | 2,976 | 7.56 | ||||
2025-08-14 | 13F | Bank of Marin | 19,519 | 1,580 | ||||||
2025-07-18 | 13F | Lynx Investment Advisory | 7,560 | 26.08 | 612 | 25.15 | ||||
2025-08-05 | 13F | Sage Capital Management, LLC | 64,191 | 0.55 | 5,198 | -0.33 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3,597 | 4.99 | 291 | 4.30 | ||||
2025-07-30 | 13F | Rothschild Capital Partners, LLC | 223,520 | 2.71 | 18,098 | 1.83 | ||||
2025-07-28 | 13F | Cushing Capital Partners, LLC | 15,103 | 3.14 | 1,223 | 2.26 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 8,255 | 38.23 | 668 | 37.17 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 45,334 | 0.01 | 3,671 | -0.86 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 45,217 | 0.04 | 3,661 | -0.81 | ||||
2025-07-09 | 13F | Biltmore Wealth Management, LLC | 175,921 | 1.27 | 14,244 | 0.40 | ||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 27,765 | 16.51 | 2,248 | 15.28 | ||||
2025-08-14 | 13F | First Manhattan Co | 18,345 | 70.22 | 1,485 | 68.75 | ||||
2025-07-08 | 13F | Moulton Wealth Management, Inc | 20,650 | 0.82 | 1,697 | 1.50 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 52,444 | 40,554.26 | 4,246 | 42,360.00 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 11,410 | 3,580.65 | 932 | 3,779.17 | ||||
2025-08-04 | 13F | Assetmark, Inc | 686,520 | 63.14 | 55,588 | 61.75 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1,285,197 | 11.15 | 104,063 | 10.20 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 24,481 | 20.00 | 1,985 | 19.09 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2,572 | 0.16 | 208 | -0.48 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 4,563 | 0.64 | 369 | -0.27 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 27,792 | 0.09 | 2,250 | -0.75 | ||||
2025-04-29 | NP | HFND - Unlimited HFND Multi-Strategy Return Tracker ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 119,595 | 24.03 | 9,634 | 24.21 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 21,315 | 1.02 | 1,726 | 0.12 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 25,738 | 0.71 | 2,082 | 0.39 | ||||
2025-08-14 | 13F | Perbak Capital Partners LLP | 262,692 | 727.90 | 21,270 | 720.92 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 11,273 | 2.18 | 913 | 1.33 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 222 | 146.67 | 18 | 142.86 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 125,206 | 117.62 | 10,138 | 115.77 | ||||
2025-08-08 | 13F | Investment Partners, Ltd. | 6,641 | 3.19 | 538 | 2.29 | ||||
2025-07-22 | 13F | Sl Advisors, Llc | 4,853 | 0.04 | 393 | -1.01 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 238,902 | 17.12 | 19,344 | 16.12 | ||||
2025-08-07 | 13F | PFG Advisors | 13,027 | 7.57 | 1,055 | 6.57 | ||||
2025-05-15 | 13F | Concorde Asset Management, LLC | 5,477 | 434 | ||||||
2025-08-11 | 13F | Greenland Capital Management LP | 19,783 | 1,602 | ||||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 4,179 | 207.28 | 338 | 204.50 | ||||
2025-04-30 | 13F | J Hagan Capital, Inc. | 3,353 | 264 | ||||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 3,356 | 0.21 | 272 | -0.73 | ||||
2025-08-15 | 13F | Cooksen Wealth, LLC | 27,349 | 33.26 | 2,214 | 41.29 | ||||
2025-08-06 | 13F | Richard Bernstein Advisors LLC | 744,800 | 60,309 | ||||||
2025-07-29 | 13F | Novare Capital Management Llc | 98,783 | 0.93 | 7,998 | 0.06 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 10,277,148 | 49.66 | 832,141 | 48.37 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 88,128 | 1,136.02 | 7,136 | 1,125.95 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 2,338 | 94.83 | 189 | 92.86 | ||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 10,011 | 19.92 | 811 | 18.94 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 267,561 | 650.19 | 21,664 | 643.96 | ||||
2025-07-10 | 13F | Contravisory Investment Management, Inc. | 9,701 | 100.14 | 785 | 98.73 | ||||
2025-08-07 | 13F | Sollinda Capital Management LLC | 3,853 | 312 | ||||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1,938 | 155.67 | 157 | 155.74 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 8,252 | 7.42 | 682 | 9.13 | ||||
2025-08-07 | 13F | Allworth Financial LP | 10,476 | 0.55 | 848 | 0.47 | ||||
2025-08-07 | 13F | Rollins Financial Advisors, LLC | 4,913 | 398 | ||||||
2025-08-14 | 13F | Byrne Financial Freedom, Llc | 21,140 | 28.82 | 1,712 | 27.69 | ||||
2025-07-15 | 13F | Herbst Group, Llc | 4,205 | 12.46 | 340 | 11.48 | ||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 49,045 | 6.98 | 3,971 | 6.06 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 20,563 | 9.10 | 1,665 | 8.19 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 19,650 | 470.89 | 1,591 | 466.19 | ||||
2025-08-14 | 13F | 10Elms LLP | 14,499 | 0.28 | 1,174 | -0.59 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 602,100 | 53.28 | 48,752 | 51.97 | |||
2025-07-17 | 13F | MBA Advisors LLC | 6,851 | 1.27 | 555 | 0.36 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 1,052,836 | 2,385.16 | 85,248 | 2,364.53 | ||||
2025-08-11 | 13F | Hopwood Financial Services, Inc. | 3,302 | 1.54 | 267 | 0.75 | ||||
2025-08-07 | 13F | Proficio Capital Partners LLC | 232,480 | 265 | ||||||
2025-07-07 | 13F | Trust Co Of Oklahoma | 3,078 | 9.93 | 249 | 9.21 | ||||
2025-08-14 | 13F | Allred Capital Management, LLC | 37,988 | 10.99 | 3,076 | 10.06 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 165,683 | 19.11 | 13,415 | 18.12 | ||||
2025-07-23 | 13F | Tyche Wealth Partners LLC | 3,409 | 0.06 | 276 | -0.72 | ||||
2025-08-11 | 13F | Sharpepoint Llc | 26,605 | 4.33 | 2,154 | 4.01 | ||||
2025-07-24 | 13F | Zullo Investment Group, Inc. | 21,730 | 1.82 | 1,760 | 0.98 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 30,747 | 2.47 | 2,490 | 1.59 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 73,153 | 6.84 | 5,923 | 5.94 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 1,787 | 0.39 | 145 | -0.69 | ||||
2025-08-14 | 13F | Bnp Paribas | 5,491 | 1.42 | 445 | 0.45 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 3,800 | 305 | ||||||
2025-07-07 | 13F | Investors Research Corp | 153 | 96.15 | 12 | 100.00 | ||||
2025-08-14 | 13F | Objective Capital Management, LLC | 13,425 | 0.13 | 1,087 | -0.73 | ||||
2025-07-22 | 13F | Accel Wealth Management | 4,546 | 0.75 | 368 | 0.00 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 741 | 270.50 | 60 | 268.75 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 43,305 | 256.98 | 3,506 | 254.14 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 8,367 | 28.23 | 677 | 27.26 | ||||
2025-07-11 | 13F | Grove Bank & Trust | 129 | 10 | ||||||
2025-07-18 | 13F | Donald L. Hagan, LLC | 22,322 | 90.33 | 1,807 | 88.82 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 30,356 | 16.39 | 2,458 | 15.35 | ||||
2025-08-13 | 13F | Northern Trust Corp | 194,363 | 5.74 | 15,738 | 4.83 | ||||
2025-07-30 | 13F | CMG Global Holdings, LLC | 28,081 | 30.13 | 2,265 | 29.50 | ||||
2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 3,832 | 18.56 | 310 | 17.87 | ||||
2025-08-14 | 13F | Toroso Investments, LLC | Call | 2,350 | 673 | |||||
2025-07-17 | 13F | Smith, Salley & Associates | 4,357 | 11.26 | 353 | 10.34 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 319,029 | 5.22 | 25,832 | 4.32 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 8,500 | 26.83 | 688 | 25.78 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 10,288 | 17.55 | 833 | 16.67 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 7,654 | 620 | ||||||
2025-08-19 | NP | BUFEX - Buffalo Large Cap Fund Investor Class | 19,775 | 1,601 | ||||||
2025-08-13 | 13F | Capital Fund Management S.a. | Call | 118,100 | 0.94 | 9,563 | 0.07 | |||
2025-08-13 | 13F | Capital Fund Management S.a. | Put | 28,800 | 22.03 | 2,332 | 20.97 | |||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 15,980 | 17.83 | 1,294 | 16.80 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 7,439 | 1,427.52 | 602 | 1,443.59 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 34,468 | 0.84 | 2,791 | -0.04 | ||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 10,327 | 836 | ||||||
2025-08-15 | 13F | Strategic Investment Advisors / MI | 3,249 | 263 | ||||||
2025-06-26 | NP | DYNI - IDX DYNAMIC INNOVATION ETF | 33,077 | 2,707 | ||||||
2025-07-24 | 13F | Total Wealth Planning & Management, Inc. | 3,141 | 254 | ||||||
2025-07-07 | 13F | First Citizens Financial Corp | 4,675 | 379 | ||||||
2025-07-23 | 13F | Ami Investment Management Inc | 22,923 | 12.62 | 1,856 | 11.67 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2,170,018 | 8,306.04 | 27 | -98.77 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 11,199 | 0.02 | 907 | -0.88 | ||||
2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 30,672 | 0.69 | 2,484 | -0.16 | ||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 54,217 | 12.21 | 4,390 | 11.23 | ||||
2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 111,547 | 0.34 | 9,032 | -0.53 | ||||
2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 28,077 | 9.86 | 2,302 | 13.52 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 5,178 | 17.79 | 419 | 16.71 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 369,691 | 29,934 | ||||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 3,078 | 254 | ||||||
2025-08-14 | 13F | Peak6 Llc | 12,963 | 1,050 | ||||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 15,463 | 1.40 | 1,252 | 0.56 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 40,251 | 30.02 | 3,259 | 28.92 | ||||
2025-08-14 | 13F | UBS Group AG | Put | 1,402,400 | 211.71 | 113,552 | 209.04 | |||
2025-08-14 | 13F | UBS Group AG | Call | 325,000 | 100.00 | 26,315 | 98.29 | |||
2025-08-14 | 13F/A | Barclays Plc | Put | 300,000 | 45.21 | 24 | 50.00 | |||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 3,301 | 17.72 | 267 | 16.59 | ||||
2025-07-24 | 13F | Agate Pass Investment Management, LLC | 6,051 | 18.05 | 490 | 16.99 | ||||
2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 184,700 | 154.06 | 14,955 | 151.89 | |||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 81,831 | 34.61 | 6,725 | 35.46 | ||||
2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 266,000 | 411.54 | 21,538 | 407.25 | |||
2025-03-28 | NP | Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF | 41,771 | 2.12 | 3,299 | 0.67 | ||||
2025-07-22 | 13F | Gsa Capital Partners Llp | 5,412 | 76.23 | 0 | |||||
2025-07-18 | 13F | PFG Investments, LLC | 16,010 | 0.79 | 1,296 | -0.08 | ||||
2025-08-13 | 13F | Lodge Hill Capital, LLC | 66,610 | 58.11 | 5,393 | 56.77 | ||||
2025-07-09 | 13F | Byrne Asset Management LLC | 1,404 | 12.23 | 114 | 10.78 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 2,633 | 213 | ||||||
2025-07-31 | 13F | Brighton Jones Llc | 8,310 | 1.48 | 673 | 0.60 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 3,594 | 4.11 | 291 | 3.56 | ||||
2025-07-30 | 13F | VCI Wealth Management LLC | 5,981 | 7.13 | 484 | 6.37 | ||||
2025-07-10 | 13F | Clare Market Investments LLC | 3,487 | 282 | ||||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 23,250 | 17.94 | 1,883 | 16.97 | ||||
2025-08-05 | 13F | Counterweight Ventures, LLC | 20,662 | 2.05 | 1,673 | 1.21 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 18,512 | 1,499 | ||||||
2025-08-11 | 13F | Western Wealth Management, LLC | 27,382 | 1.67 | 2,217 | 0.82 | ||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 16,969 | 8.39 | 1,374 | 7.43 | ||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 3,326 | 0.51 | 269 | -0.37 | ||||
2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 2,344,665 | 0.97 | 189,848 | 0.10 | ||||
2025-08-15 | 13F | Manhattan West Asset Management, LLC | 6,271 | 11.70 | 508 | 10.70 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 20,099 | 203.47 | 1,627 | 201.30 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Paloma Partners Management Co | 26,766 | 2,167 | ||||||
2025-08-13 | 13F | Marshall Wace, Llp | Call | 53,100 | 1,731.03 | 4,300 | 1,721.61 | |||
2025-08-13 | 13F | Marshall Wace, Llp | 613,351 | 187.42 | 49,663 | 184.96 | ||||
2025-07-01 | 13F | Confluence Investment Management Llc | 99,157 | 8,029 | ||||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 3,134 | 6.78 | 254 | 5.86 | ||||
2025-08-04 | 13F | 4wealth Advisors, Inc. | 8,882 | 1.55 | 719 | 0.70 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 3,960,003 | 9.94 | 320,641 | 9.00 | ||||
2025-08-13 | 13F | Walleye Trading LLC | 119,859 | 9,705 | ||||||
2025-08-12 | 13F | Franklin Resources Inc | 56,837 | 22.59 | 4,602 | 21.55 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 228 | 18 | ||||||
2025-08-13 | 13F | Scotia Capital Inc. | 22,449 | 15.89 | 1,818 | 14.85 | ||||
2025-08-13 | 13F | M&t Bank Corp | 28,796 | 3.10 | 2,332 | 2.24 | ||||
2025-07-17 | 13F | KG&L Capital Management,LLC | 6,413 | 0.56 | 519 | -0.19 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 10 | 150.00 | 1 | |||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 68,359 | 13.97 | 5,535 | 13.01 | ||||
2025-08-12 | 13F | Virtu Financial LLC | 17,770 | 1 | ||||||
2025-07-15 | 13F | Retirement Guys Formula Llc | 30,977 | 4.97 | 2,508 | 4.07 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 27,572 | 4.25 | 2,233 | 3.33 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 11,302 | 0.43 | 915 | -0.44 | ||||
2025-08-14 | 13F | Helium Advisors LLC | 32,261 | 1.15 | 2,612 | 0.31 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 12,126 | 0.21 | 1 | |||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 39,497 | 7.21 | 3,198 | 6.32 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 633,522 | 285.30 | 51,296 | 282.01 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 1,824,100 | 147,697 | ||||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 3,977 | 8.90 | 322 | 8.05 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 108 | 9 | ||||||
2025-07-31 | 13F | Quest Partners LLC | 42,286 | 3,424 | ||||||
2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A | 264,171 | 0.59 | 21,390 | -1.87 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 10,936 | 6.00 | 885 | 5.11 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 273,908 | 517.13 | 22,178 | 511.98 | ||||
2025-07-22 | 13F | Romano Brothers And Company | 6,650 | 4.72 | 538 | 3.86 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 7,054 | 15.26 | 571 | 14.43 | ||||
2025-07-31 | 13F | Pacitti Group Inc. | 24,026 | 8.49 | 1,945 | 7.58 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 6,271 | 508 | ||||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 9,898 | 801 | ||||||
2025-08-08 | 13F | TD Capital Management LLC | 1,916 | 0.10 | 155 | -0.64 | ||||
2025-08-01 | 13F | Howard Capital Management Inc. | 12,085 | 979 | ||||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 22,930 | 0.27 | 1,857 | -0.59 | ||||
2025-05-14 | 13F | Credit Agricole S A | 17,670 | 3.20 | 1,443 | 7.29 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 15,933 | 1,285 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 314,862 | 49.82 | 25 | 47.06 | ||||
2025-07-15 | 13F | EWG Elevate Inc. | 89,535 | 7,250 | ||||||
2025-07-24 | 13F | Eastern Bank | 729 | 614.71 | 59 | 637.50 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 146,137 | 0.41 | 11,833 | -0.45 | ||||
2025-08-04 | 13F | Atria Investments Llc | 97,748 | 5.28 | 7,915 | 4.37 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 676,754 | 54,797 | ||||||
2025-07-29 | 13F | Burford Brothers, Inc. | 11,100 | 0.92 | 899 | 0.00 | ||||
2025-07-25 | 13F | M.e. Allison & Co., Inc. | 3,594 | 0.03 | 291 | -1.02 | ||||
2025-08-01 | 13F | James Investment Research Inc | 4,954 | 4.40 | 401 | 3.62 | ||||
2025-07-16 | 13F | MBE Wealth Management, LLC | 3,790 | 307 | ||||||
2025-07-28 | 13F | Innova Wealth Partners | 56,680 | 4,589 | ||||||
2025-07-14 | 13F | Occidental Asset Management, LLC | 89,298 | 1,473.26 | 7,230 | 1,461.56 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 251,008 | 3.95 | 20,487 | 3.88 | ||||
2025-08-14 | 13F | Mariner, LLC | 211,707 | 13.92 | 17,142 | 12.94 | ||||
2025-07-08 | 13F | Gallacher Capital Management LLC | 2,924 | 237 | ||||||
2025-07-23 | 13F | Massachusetts Wealth Management | 27,197 | 2.56 | 2,202 | 1.71 | ||||
2025-07-30 | 13F | Phoenix Holdings Ltd. | 242,017 | 9.16 | 19,596 | 8.22 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 1,008 | 0.50 | 82 | 0.00 | ||||
2025-08-01 | 13F | Banco Santander, S.A. | 70,295 | 139.84 | 5,692 | 137.82 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 21,966 | 1.67 | 1,779 | 0.79 | ||||
2025-07-25 | 13F | Prostatis Group LLC | 18,652 | 606.52 | 1,510 | 602.33 | ||||
2025-08-13 | 13F | Okabena Investment Services Inc | 11,941 | 2.80 | 967 | 1.90 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 34 | 3 | ||||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 3,889 | 14.08 | 315 | 12.95 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 9,098 | 21.16 | 737 | 20.07 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 32,984 | 21.85 | 2,671 | 20.81 | ||||
2025-08-14 | 13F | Moore Capital Management, Lp | 258,886 | 1,364.62 | 20,962 | 1,352.60 | ||||
2025-08-14 | 13F | Fmr Llc | 65,190 | 2.22 | 5,278 | 1.34 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 140 | 15.70 | 11 | 22.22 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 2,484 | 1.14 | 203 | 4.66 | ||||
2025-07-23 | 13F | 1 North Wealth Services Llc | 30,843 | 2,497 | ||||||
2025-07-15 | 13F | Capstone Wealth Management Group LLC | 23,540 | 2.23 | 1,906 | 1.38 | ||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 11,257 | 191.86 | 911 | 190.13 | ||||
2025-08-14 | 13F | Prudent Investors Network | 113,716 | 0.23 | 9,208 | -0.63 | ||||
2025-08-05 | 13F | Astra Wealth Partners LLC | 2,877 | 233 | ||||||
2025-08-06 | 13F | Penserra Capital Management LLC | 45,267 | 4 | ||||||
2025-07-11 | 13F | Phillips Wealth Planners LLC | 8,516 | 3.39 | 693 | 4.69 | ||||
2025-07-25 | 13F | RoundAngle Advisors LLC | 14,856 | 19.38 | 1,203 | 18.31 | ||||
2025-08-11 | 13F | Estate Counselors, LLC | 228,453 | 24.85 | 18,498 | 23.78 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 10,299 | 0.59 | 834 | -0.36 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 26,083 | 22.49 | 2,112 | 21.39 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 68,853 | 6.10 | 5,575 | 5.21 | ||||
2025-07-24 | 13F | Blair William & Co/il | 21,678 | 2.50 | 1,755 | 1.62 | ||||
2025-08-11 | 13F | Y.D. More Investments Ltd | 4,005 | 84.14 | 323 | 82.49 | ||||
2025-08-28 | 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 | 62,368 | 11.79 | 5,050 | 9.05 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 22,994 | 3.79 | 1,862 | 2.87 | ||||
2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 120,309 | 1.85 | 9,741 | 0.97 | ||||
2025-08-11 | 13F | Alps Advisors Inc | 581,674 | 2.64 | 47,098 | 1.77 | ||||
2025-08-07 | 13F | Sierra Ocean, Llc | 225 | 18 | ||||||
2025-07-23 | 13F | Country Club Bank /gfn | 2,785 | 3.07 | 224 | 3.23 | ||||
2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 54,109 | 4,381 | ||||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 42,934 | 1.53 | 3,476 | 0.67 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 975 | 0.31 | 79 | -1.27 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 10,950 | 5.71 | 887 | 4.85 | ||||
2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 3,327,147 | 0.06 | 269,399 | -0.80 | ||||
2025-08-13 | 13F | Navis Wealth Advisors, LLC | 22,641 | 0.57 | 1,833 | -0.27 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 168,692 | 193.16 | 13,659 | 190.68 | ||||
2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 5,157 | 42.50 | 418 | 41.36 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 27 | 2 | ||||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 33,752 | 0.01 | 2,733 | -0.87 | ||||
2025-08-11 | 13F | Platform Technology Partners | 6,380 | 0.66 | 517 | -0.19 | ||||
2025-07-10 | 13F | Legacy Financial Strategies, LLC | 19,664 | 1,592 | ||||||
2025-08-14 | 13F | Bbr Partners, Llc | 33,770 | 2,734 | ||||||
2025-08-08 | 13F | Compass Financial Services Inc | 101 | 8 | ||||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 13,301 | 1.43 | 1 | 0.00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 4,187,058 | 2.30 | 339,026 | 1.43 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 4,817 | 1.60 | 390 | 0.78 | ||||
2025-08-01 | 13F | Solstein Capital, LLC | 1,954 | 63.11 | 158 | 62.89 | ||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 39,760 | 3,219 | ||||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 3,890 | 1.41 | 315 | 0.32 | ||||
2025-08-14 | 13F | Straightline Group Llc | 20,653 | 3.74 | 1,672 | 4.63 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 215,737 | 0.03 | 17,468 | 3.04 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 24,306 | 99.87 | 1,968 | 98.19 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 63,125 | 16.43 | 5,111 | 15.45 | ||||
2025-08-13 | 13F | Jump Financial, LLC | 29,598 | 2,397 | ||||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 5,034 | 411 | ||||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 16,765 | 14.89 | 1,358 | 13.94 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 2,870 | 2.39 | 232 | 1.75 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 19,843 | 0.29 | 1,607 | -0.56 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 223 | 18.62 | 18 | 20.00 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 7,398 | 168.34 | 599 | 166.22 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 7,438 | 31.41 | 602 | 30.30 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 2,065 | 52.62 | 167 | 51.82 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 85 | 7 | ||||||
2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 127,848 | 5.97 | 10,331 | 9.15 | ||||
2025-08-13 | 13F | Alerus Financial Na | 234 | 19 | ||||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 229 | 19 | ||||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 7,323 | 1.74 | 593 | 0.85 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 7,426 | 19.41 | 601 | 18.54 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 7,592 | 615 | ||||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 45,031 | 24.53 | 3,646 | 23.47 | ||||
2025-08-14 | 13F | Point72 (DIFC) Ltd | Call | 15,500 | 811.76 | 1,255 | 809.42 | |||
2025-08-14 | 13F | Point72 (DIFC) Ltd | Put | 10,800 | 44.00 | 874 | 42.81 | |||
2025-07-16 | 13F | American National Bank | 199 | 16 | ||||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 33,702 | 2,729 | ||||||
2025-07-17 | 13F | XY Planning Network, Inc. | 3,149 | 255 | ||||||
2025-07-15 | 13F | Signet Financial Management, Llc | 8,133 | 3.29 | 659 | 2.33 | ||||
2025-08-01 | 13F | Providence First Trust Co | 46,835 | 0.50 | 3,792 | -0.34 | ||||
2025-08-28 | NP | XLSR - SPDR(R) SSGA US Sector Rotation 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 | 821,994 | 1,490.48 | 66,557 | 1,477.16 | ||||
2025-07-09 | 13F | Bulwark Capital Corp | 2,471 | 200 | ||||||
2025-08-14 | 13F | Bramshill Investments, LLC | 7,500 | 25.00 | 607 | 23.88 | ||||
2025-07-16 | 13F | ORG Partners LLC | 10,835 | 26.96 | 890 | 28.06 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 8,780 | 0.27 | 711 | -0.70 | ||||
2025-08-12 | 13F | Tableaux Llc | 90,000 | 85 | ||||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 8,308 | 1.98 | 673 | 1.05 | ||||
2025-07-24 | 13F | Wealthstar Advisors, Llc | 6,487 | 2.48 | 525 | 1.74 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 5,744 | 38.34 | 465 | 37.17 | ||||
2025-07-31 | 13F | Asset Management One Co., Ltd. | 682 | 3,911.76 | 55 | 5,400.00 | ||||
2025-07-14 | 13F | Friday Financial | 3,400 | 13.33 | 275 | 12.70 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 152,462 | 4.54 | 12,345 | 3.64 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 1,062 | 0.76 | 86 | -1.16 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 8,078 | 0.05 | 654 | -0.76 | ||||
2025-07-11 | 13F | Busey Wealth Management | 26,917 | 1.10 | 2,179 | 0.23 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 975 | 0.41 | 79 | -1.27 | ||||
2025-07-29 | NP | MPRO - Monarch ProCap ETF | 145,479 | 27.70 | 12,050 | 27.32 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 3,926,046 | 35.38 | 317,875 | 23.85 | ||||
2025-08-13 | 13F | HAP Trading, LLC | Call | 24,100 | 33.89 | 43 | 40.00 | |||
2025-07-10 | 13F | Carderock Capital Management Inc | 334 | 27 | ||||||
2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 34,161 | 3.74 | 2,766 | 2.86 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 25,430 | 4.32 | 2,059 | 3.47 | ||||
2025-08-14 | 13F | Colony Group, LLC | 70,660 | 1.10 | 5,721 | 0.25 | ||||
2025-08-13 | 13F | HAP Trading, LLC | Put | 18,500 | 40 | |||||
2025-08-15 | 13F | Morgan Stanley | 10,720,673 | 5.30 | 868,053 | 4.40 | ||||
2025-07-18 | 13F | McGuire Investment Group, LLC | 8,707 | 5.90 | 705 | 5.07 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 33,862 | 8.23 | 2,742 | 7.28 | ||||
2025-07-16 | 13F | Kennicott Capital Management Llc | 25,281 | 5.07 | 2,047 | 4.17 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 2,572 | 1.30 | 208 | 0.48 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 10,599 | 0.02 | 858 | -0.92 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 4,582 | 16.00 | 371 | 15.22 | ||||
2025-08-13 | 13F | Luminist Capital LLC | 15,066 | 141.33 | 1,235 | 142.16 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 34,131 | 3.40 | 2,764 | 2.52 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 11,619 | 0.32 | 941 | -0.53 | ||||
2025-07-30 | NP | EQL - Alps Equal Sector Weight ETF | 576,347 | 7.05 | 47,739 | 6.72 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 118 | 107.02 | 10 | 125.00 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 664,509 | 10.94 | 53,805 | 9.99 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 415,610 | 1.50 | 33,652 | 0.63 | ||||
2025-07-02 | 13F | First Financial Bank - Trust Division | 40,759 | 5.57 | 3,300 | 4.66 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 180 | 15 | ||||||
2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 4,655 | 0.32 | 377 | -0.53 | ||||
2025-07-15 | 13F | Maseco Llp | 192 | 16 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 8,424,211 | 0.54 | 682,109 | -0.32 | ||||
2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 7,355 | 0.53 | 596 | -0.34 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 7 | 1 | ||||||
2025-08-13 | 13F | Centiva Capital, LP | 2,300 | 61.97 | 186 | 61.74 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 3,104 | 239.98 | 251 | 239.19 | ||||
2025-08-13 | 13F | Centiva Capital, LP | Put | 120,000 | 100.00 | 9,716 | 98.29 | |||
2025-08-05 | 13F | Bank of New York Mellon Corp | 33,670 | 26.88 | 2,726 | 25.80 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 55,048 | 1,045.16 | 4,457 | 1,036.99 | ||||
2025-07-16 | 13F | Spinnaker Investment Group, LLC | 5,425 | 3.83 | 439 | 3.05 | ||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 5,130 | 41.67 | 415 | 40.68 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 16,855 | 6.69 | 1,365 | 5.74 | ||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 6,229 | 504 | ||||||
2025-07-14 | 13F | Sowell Financial Services LLC | 24,521 | 1.94 | 1,985 | 1.07 | ||||
2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 8,199 | 664 | ||||||
2025-08-14 | 13F | Toronto Dominion Bank | 4 | 0 | ||||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 13,460 | 1.52 | 1,090 | 0.65 | ||||
2025-07-16 | 13F | Spirepoint Private Client, Llc | 5,083 | 0.85 | 412 | 0.00 | ||||
2025-08-14 | 13F | Soros Fund Management Llc | Put | 1,400,000 | 113,358 | |||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 24,948 | 13.94 | 2,020 | 12.98 | ||||
2025-08-14 | 13F | Graney & King, LLC | 511 | 0.59 | 41 | 0.00 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 27,496 | 26.65 | 2,226 | 25.62 | ||||
2025-07-22 | 13F | D.B. Root & Company, LLC | 5,520 | 17.05 | 447 | 15.84 | ||||
2025-08-14 | 13F | Foronjy Financial Llc | 39,532 | 3,201 | ||||||
2025-08-25 | NP | KOOL - North Shore Equity Rotation ETF | 15,782 | 23.97 | 1,278 | 22.91 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 240,793 | 54.58 | 19,497 | 53.27 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 5,633 | 0.59 | 465 | 2.65 | ||||
2025-08-14 | 13F | Bayesian Capital Management, LP | 12,916 | 1,046 | ||||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 6,110 | 495 | ||||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 6,472 | 0.33 | 524 | -0.38 | ||||
2025-08-07 | 13F | Commerce Bank | 15,404 | 9.61 | 1,247 | 8.72 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 389,655 | 2.18 | 32 | 0.00 | ||||
2025-08-14 | 13F | 1607 Capital Partners, LLC | 58,690 | 67.26 | 4,752 | 65.86 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 50,257 | 34.05 | 4,069 | 32.93 | ||||
2025-07-25 | 13F | Cwm, Llc | 37,031 | 11.07 | 3 | 0.00 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 24,296 | 31.69 | 1,967 | 30.61 | ||||
2025-07-29 | 13F | Lyell Wealth Management, Lp | 3,847 | 4.09 | 311 | 3.32 | ||||
2025-07-18 | 13F | Parkside Investments, LLC | 20,000 | 33.33 | 1,619 | 32.16 | ||||
2025-07-31 | 13F | Kornitzer Capital Management Inc /ks | 19,775 | 1,601 | ||||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 33,455 | 101.66 | 2,709 | 100.00 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 35,097 | 1.82 | 2,842 | 0.92 | ||||
2025-08-14 | 13F | State Street Corp | 1,626,784 | 3,047.68 | 131,721 | 3,021.33 | ||||
2025-07-23 | 13F | Friedenthal Financial | 257 | 27.23 | 21 | 25.00 | ||||
2025-08-13 | 13F | Constitution Capital LLC | 6,777 | 2.65 | 549 | 1.67 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 30,899 | 1.21 | 2,502 | 0.32 | ||||
2025-08-14 | 13F | Redwood Financial Network Corp | 11,154 | 12.99 | 903 | 12.03 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 1,480 | 0.20 | 120 | -0.83 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | Call | 100 | 8 | |||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 52,056 | 0.83 | 4,215 | -0.02 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | Put | 5,300 | 429 | |||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 674,471 | 54,612 | ||||||
2025-07-24 | 13F | Greenwood Gearhart Inc | 423,949 | 2.55 | 34,327 | 1.67 | ||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 7,321 | 4.51 | 593 | 3.50 | ||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 12,877 | 20.80 | 1,043 | 19.77 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 631,465 | 1.72 | 51,130 | 0.85 | ||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 6,235 | 2.38 | 505 | 1.41 | ||||
2025-08-14 | 13F | Hancock Whitney Corp | 51,304 | 1,021.40 | 4,154 | 1,013.67 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 2,400 | 5.96 | 194 | 5.43 | ||||
2025-07-08 | 13F | Ehrlich Financial Group | 3,571 | 289 | ||||||
2025-07-22 | 13F | My Personal CFO, LLC | 3,506 | 0.52 | 284 | -0.35 | ||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 555 | 0.73 | 45 | -2.22 | ||||
2025-06-16 | 13F | Peterson Wealth Management | 35,545 | 1.46 | 2,903 | 5.37 | ||||
2025-07-24 | 13F | Strengthening Families & Communities, LLC | 284 | 0.71 | 23 | 0.00 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 876 | 9.50 | 71 | 7.69 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 4,818 | 6.38 | 390 | 5.69 | ||||
2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 5,584 | 8.36 | 452 | 7.62 | ||||
2025-08-13 | 13F | Natixis | 1,050,000 | 90.08 | 85,018 | 89.22 | ||||
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 | -3,000 | -243 | |||||
2025-08-13 | 13F | Smith, Moore & Co. | 4,719 | 3.92 | 382 | 3.24 | ||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 63,475 | 7.37 | 5,140 | 6.44 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 10,450 | 20.03 | 846 | 23.68 | ||||
2025-08-26 | NP | CRTBX - Conquer Risk Tactical Rotation Fund | 205,651 | 19.83 | 16,652 | 16.90 | ||||
2025-07-16 | 13F | PFS Partners, LLC | 146 | 0.69 | 12 | 0.00 | ||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 643 | 60.75 | 52 | 62.50 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 15,708 | 3.29 | 1,272 | 2.33 | ||||
2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 29,211 | 161.94 | 2,365 | 159.89 | ||||
2025-07-15 | 13F | Kwmg, Llc | 101,780 | 1.74 | 8,241 | 0.87 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 3,091 | 11.27 | 250 | 10.62 | ||||
2025-08-12 | 13F | Heartland Advisors Inc | 982 | 80 | ||||||
2025-07-11 | 13F | LongView Wealth Management | 5,322 | 0.15 | 431 | -0.69 | ||||
2025-07-23 | 13F | Nelson Capital Management, LLC | 27,654 | 0.45 | 2,239 | -0.40 | ||||
2025-08-01 | 13F | Purkiss Capital Advisors LLC | 4,236 | 343 | ||||||
2025-08-14 | 13F | Circle Wealth Management, LLC | 83,634 | 0.19 | 6,772 | -0.67 | ||||
2025-08-07 | 13F/A | Curat Global, LLC | 15,615 | 44.96 | 1,264 | 43.80 | ||||
2025-08-12 | 13F | Fca Corp /tx | 62,050 | 1.85 | 5,024 | 0.98 | ||||
2025-08-14 | 13F | Alpine Global Management, LLC | 3,824 | 310 | ||||||
2025-07-16 | 13F | Cabana Llc | 21,825 | 1,767 | ||||||
2025-07-21 | 13F | Barrett & Company, Inc. | 648 | 5.37 | 52 | 4.00 | ||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 11,155 | 0.44 | 903 | -0.44 | ||||
2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 96,903 | 4.29 | 7,846 | 3.40 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 3,528 | 10.49 | 286 | 9.62 | ||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 347 | 28 | ||||||
2025-08-15 | 13F | Captrust Financial Advisors | 177,445 | 628.34 | 14,368 | 622.32 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 52,053 | 1.48 | 4,215 | 0.60 | ||||
2025-07-29 | 13F | Ballast, Inc. | 3,301 | 267 | ||||||
2025-08-14 | 13F | Jain Global LLC | 90,488 | 7,327 | ||||||
2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 38,696 | 2.28 | 3,133 | 1.42 | ||||
2025-08-18 | 13F | V2 Financial group LLC | 17,182 | 1.78 | 1,391 | 0.94 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 3,979 | 15.13 | 322 | 14.18 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3,374 | 8.00 | 273 | 7.06 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 12,238 | 54.42 | 991 | 59.16 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 23,824 | 119.54 | 1,929 | 117.72 | ||||
2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 7,919 | 641 | ||||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1,133 | 174.33 | 92 | 175.76 | ||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 3,918 | 0.41 | 317 | -0.31 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2,018 | 30.45 | 163 | 29.37 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 315,034 | 2.62 | 25,508 | 1.75 | ||||
2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 369 | 30 | ||||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 18,629 | 3.75 | 1,508 | 2.86 | ||||
2025-08-14 | 13F | Saudi Central Bank | 963,581 | 78,021 | ||||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 534,089 | 43,245 | ||||||
2025-07-15 | 13F | McAdam, LLC | 9,939 | 6.33 | 805 | 5.37 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 3,648 | 16.36 | 295 | 15.23 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 574 | 11.67 | 46 | 12.20 | ||||
2025-08-11 | 13F | Citigroup Inc | 996,403 | 101.54 | 80,679 | 99.82 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 9,351 | 6.53 | 1 | |||||
2025-07-14 | 13F | Abound Wealth Management | 1,336 | 0.60 | 108 | 0.00 | ||||
2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 11,980 | 26.69 | 970 | 25.65 | ||||
2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 7,791 | 0.67 | 633 | 0.00 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 6,357 | 1.07 | 519 | 5.06 | ||||
2025-08-14 | 13F | Monetary Management Group Inc | 10,935 | 19.70 | 885 | 18.63 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 39 | 85.71 | 3 | 200.00 | ||||
2025-08-13 | 13F | Dai-ichi Life Holdings, Inc. | 12,000 | 969 | ||||||
2025-08-14 | 13F | KKM Financial LLC | 9,306 | 16.92 | 754 | 15.85 | ||||
2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 65,988 | 3.39 | 5,343 | 2.51 | ||||
2025-08-14 | 13F | Optiver Holding B.V. | 2,150 | 14.91 | 174 | 14.47 | ||||
2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 6,897 | 1.98 | 563 | 7.85 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 13,848 | 6.98 | 1,121 | 6.05 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 2,286,200 | 12.87 | 185,114 | 11.90 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | 118,969 | 718.73 | 9,633 | 712.14 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 32,531 | 16.85 | 2,634 | 15.88 |