2025-09-10 |
13F-HR |
SMCI
/ Super Micro Computer
|
WT Wealth Management
|
15,850 |
15,850 |
0.00 |
2025-09-10 |
13F-HR |
PANW
/ Palo Alto Networks
|
WT Wealth Management
|
0 |
1,100 |
|
2025-09-10 |
13F-HR |
AAPL
/ Apple
|
WT Wealth Management
|
41,007 |
44,563 |
8.67 |
2025-09-10 |
13F-HR |
IBM
/ International Business Machines
|
WT Wealth Management
|
887 |
897 |
1.13 |
2025-09-10 |
13F-HR |
CSCO
/ Cisco Systems
|
WT Wealth Management
|
8,462 |
8,628 |
1.96 |
2025-09-10 |
NPORT-P |
2345
/ Accton Technology
|
Putnam ETF Trust - Putnam Emerging Markets ex-China ETF -
|
3,000 |
10,000 |
233.33 |
2025-09-10 |
NPORT-P |
OMCL
/ Omnicell
|
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I
|
97,295 |
102,828 |
5.69 |
2025-09-10 |
13F-HR/A |
CSCO
/ Cisco Systems
|
Troy Asset Management Ltd
|
998,989 |
0 |
-100.00 |
2025-09-10 |
13F-HR/A |
CSCO
/ Cisco Systems
|
Troy Asset Management Ltd
|
994,532 |
0 |
-100.00 |
2025-09-10 |
NPORT-P |
AAPL
/ Apple
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
4,678 |
4,678 |
0.00 |
2025-09-10 |
NPORT-P |
CSCO
/ Cisco Systems
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
2,628 |
2,628 |
0.00 |
2025-09-10 |
NPORT-P |
IBM
/ International Business Machines
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
399 |
399 |
0.00 |
2025-09-10 |
13F-HR/A |
CSCO
/ Cisco Systems
|
Troy Asset Management Ltd
|
149,000 |
0 |
-100.00 |
2025-09-10 |
13F-HR/A |
CSCO
/ Cisco Systems
|
Troy Asset Management Ltd
|
141,000 |
0 |
-100.00 |
2025-09-10 |
13F-HR/A |
CSCO
/ Cisco Systems
|
Troy Asset Management Ltd
|
978,817 |
0 |
-100.00 |
2025-09-09 |
13F-HR |
CSCO
/ Cisco Systems
|
Cambridge Financial Group, LLC
|
5,369 |
5,224 |
-2.70 |
2025-09-09 |
13F-HR |
IBM
/ International Business Machines
|
Cambridge Financial Group, LLC
|
1,761 |
1,761 |
0.00 |
2025-09-09 |
13F-HR |
AAPL
/ Apple
|
Cambridge Financial Group, LLC
|
17,198 |
15,601 |
-9.29 |
2025-09-09 |
13F-HR |
CSCO
/ Cisco Systems
|
Cambridge Financial Group, LLC
|
5,770 |
5,650 |
-2.08 |
2025-09-09 |
13F-HR |
IBM
/ International Business Machines
|
Cambridge Financial Group, LLC
|
1,916 |
1,661 |
-13.31 |
2025-09-09 |
13F-HR |
AAPL
/ Apple
|
Cambridge Financial Group, LLC
|
14,996 |
14,538 |
-3.05 |
2025-09-09 |
13F-HR |
CSCO
/ Cisco Systems
|
Cambridge Financial Group, LLC
|
5,651 |
5,238 |
-7.31 |
2025-09-09 |
13F-HR |
IBM
/ International Business Machines
|
Cambridge Financial Group, LLC
|
1,686 |
1,661 |
-1.48 |
2025-09-09 |
13F-HR |
AAPL
/ Apple
|
Cambridge Financial Group, LLC
|
14,796 |
15,958 |
7.85 |
2025-09-09 |
13F-HR |
CSCO
/ Cisco Systems
|
Cambridge Financial Group, LLC
|
5,238 |
5,239 |
0.02 |
2025-09-09 |
13F-HR |
IBM
/ International Business Machines
|
Cambridge Financial Group, LLC
|
1,661 |
1,661 |
0.00 |
2025-09-09 |
13F-HR |
AAPL
/ Apple
|
Cambridge Financial Group, LLC
|
15,958 |
15,952 |
-0.04 |
2025-09-09 |
13F-HR |
CSCO
/ Cisco Systems
|
Cambridge Financial Group, LLC
|
5,239 |
5,369 |
2.48 |
2025-09-09 |
13F-HR |
IBM
/ International Business Machines
|
Cambridge Financial Group, LLC
|
1,661 |
1,761 |
6.02 |
2025-09-09 |
13F-HR |
AAPL
/ Apple
|
Cambridge Financial Group, LLC
|
15,952 |
17,198 |
7.81 |
2025-09-09 |
13F-HR |
CSCO
/ Cisco Systems
|
Cambridge Financial Group, LLC
|
5,650 |
5,651 |
0.02 |
2025-09-09 |
13F-HR |
IBM
/ International Business Machines
|
Cambridge Financial Group, LLC
|
1,661 |
1,686 |
1.51 |
2025-09-09 |
13F-HR |
AAPL
/ Apple
|
Cambridge Financial Group, LLC
|
14,538 |
14,796 |
1.77 |
2025-09-09 |
13F-HR |
CSCO
/ Cisco Systems
|
Cambridge Financial Group, LLC
|
|
5,770 |
|
2025-09-09 |
13F-HR |
IBM
/ International Business Machines
|
Cambridge Financial Group, LLC
|
|
1,916 |
|
2025-09-09 |
13F-HR |
AAPL
/ Apple
|
Cambridge Financial Group, LLC
|
|
14,996 |
|
2025-09-09 |
13F-HR/A |
PANW
/ Palo Alto Networks
|
Banque Transatlantique SA
|
163,798 |
133,212 |
-18.67 |
2025-09-09 |
13F-HR/A |
ANET
/ Arista Networks
|
Banque Transatlantique SA
|
1,028,569 |
825,216 |
-19.77 |
2025-09-09 |
13F-HR/A |
SMCI
/ Super Micro Computer
|
Banque Transatlantique SA
|
150 |
45,150 |
30,000.00 |
2025-09-09 |
13F-HR/A |
IBM
/ International Business Machines
|
Banque Transatlantique SA
|
8,323 |
8,816 |
5.92 |
2025-09-09 |
13F-HR/A |
HPE
/ Hewlett Packard Enterprise
|
Banque Transatlantique SA
|
|
400 |
|
2025-09-09 |
13F-HR/A |
AAPL
/ Apple
|
Banque Transatlantique SA
|
1,249,658 |
1,112,098 |
-11.01 |
2025-09-09 |
13F-HR/A |
CSCO
/ Cisco Systems
|
Banque Transatlantique SA
|
39,186 |
36,293 |
-7.38 |
2025-09-09 |
13F-HR/A |
LOGI
/ Logitech International
|
Banque Transatlantique SA
|
300 |
0 |
-100.00 |
2025-09-09 |
13F-HR/A |
FTNT
/ Fortinet
|
Banque Transatlantique SA
|
460 |
0 |
-100.00 |
2025-09-09 |
13F-HR |
AAPL
/ Apple
|
NWF Advisory Services Inc.
|
130,950 |
135,872 |
3.76 |
2025-09-09 |
13F-HR |
PSTG
/ Pure Storage
|
NWF Advisory Services Inc.
|
7,816 |
7,816 |
0.00 |
2025-09-09 |
13F-HR |
SMCI
/ Super Micro Computer
|
NWF Advisory Services Inc.
|
|
5,618 |
|
2025-09-09 |
13F-HR |
CSCO
/ Cisco Systems
|
NWF Advisory Services Inc.
|
10,051 |
10,563 |
5.09 |
2025-09-09 |
13F-HR |
IBM
/ International Business Machines
|
NWF Advisory Services Inc.
|
2,974 |
2,960 |
-0.47 |
2025-09-08 |
13F-HR |
IBM
/ International Business Machines
|
Alternative Investment Advisors, LLC.
|
10,783 |
10,854 |
0.66 |
2025-09-08 |
13F-HR |
AAPL
/ Apple
|
Alternative Investment Advisors, LLC.
|
5,847 |
5,882 |
0.60 |
2025-09-08 |
13F-HR |
AAPL
/ Apple
|
Alternative Investment Advisors, LLC.
|
6,427 |
5,847 |
-9.02 |
2025-09-08 |
13F-HR |
IBM
/ International Business Machines
|
Alternative Investment Advisors, LLC.
|
10,735 |
10,783 |
0.45 |
2025-09-08 |
13F-HR |
AAPL
/ Apple
|
Alternative Investment Advisors, LLC.
|
5,831 |
6,427 |
10.22 |
2025-09-08 |
13F-HR |
IBM
/ International Business Machines
|
Alternative Investment Advisors, LLC.
|
10,660 |
10,735 |
0.70 |
2025-09-08 |
13F-HR |
IBM
/ International Business Machines
|
Hoxton Planning & Management, LLC
|
5,210 |
5,211 |
0.02 |
2025-09-08 |
13F-HR |
CSCO
/ Cisco Systems
|
Hoxton Planning & Management, LLC
|
8,551 |
8,546 |
-0.06 |
2025-09-08 |
13F-HR |
AAPL
/ Apple
|
Hoxton Planning & Management, LLC
|
27,661 |
27,903 |
0.87 |
2025-09-08 |
SCHEDULE 13G/A |
PAR
/ PAR Technology
|
T. Rowe Price Investment Management, Inc.
|
3,633,959 |
5,600,644 |
54.12 |
2025-09-05 |
13F-HR |
PANW
/ Palo Alto Networks
|
Abn Amro Investment Solutions
|
|
50,272 |
|
2025-09-05 |
13F-HR |
ANET
/ Arista Networks
|
Abn Amro Investment Solutions
|
|
2,478 |
|
2025-09-05 |
13F-HR |
PSTG
/ Pure Storage
|
Abn Amro Investment Solutions
|
|
90,079 |
|
2025-09-05 |
13F-HR |
AAPL
/ Apple
|
Abn Amro Investment Solutions
|
|
712,426 |
|
2025-09-05 |
13F-HR |
CSCO
/ Cisco Systems
|
Abn Amro Investment Solutions
|
|
204,576 |
|
2025-09-05 |
13F-HR |
NTAP
/ NetApp
|
Abn Amro Investment Solutions
|
|
51,033 |
|
2025-09-05 |
13F-HR |
IBM
/ International Business Machines
|
Abn Amro Investment Solutions
|
|
7,145 |
|
2025-09-05 |
13F-HR |
FTNT
/ Fortinet
|
Abn Amro Investment Solutions
|
|
3,080 |
|
2025-09-05 |
13F-HR |
PANW
/ Palo Alto Networks
|
Abn Amro Investment Solutions
|
50,272 |
55,115 |
9.63 |
2025-09-05 |
13F-HR |
ANET
/ Arista Networks
|
Abn Amro Investment Solutions
|
2,478 |
15,415 |
522.07 |
2025-09-05 |
13F-HR |
AAPL
/ Apple
|
Abn Amro Investment Solutions
|
712,426 |
881,857 |
23.78 |
2025-09-05 |
13F-HR |
PSTG
/ Pure Storage
|
Abn Amro Investment Solutions
|
90,079 |
85,543 |
-5.04 |
2025-09-05 |
13F-HR |
NTAP
/ NetApp
|
Abn Amro Investment Solutions
|
51,033 |
47,708 |
-6.52 |
2025-09-05 |
13F-HR |
CSCO
/ Cisco Systems
|
Abn Amro Investment Solutions
|
204,576 |
299,896 |
46.59 |
2025-09-05 |
13F-HR |
IBM
/ International Business Machines
|
Abn Amro Investment Solutions
|
7,145 |
7,145 |
0.00 |
2025-09-05 |
13F-HR |
FTNT
/ Fortinet
|
Abn Amro Investment Solutions
|
3,080 |
3,080 |
0.00 |
2025-09-05 |
13F-HR |
FTNT
/ Fortinet
|
Abn Amro Investment Solutions
|
3,080 |
0 |
-100.00 |
2025-09-05 |
13F-HR |
PANW
/ Palo Alto Networks
|
Abn Amro Investment Solutions
|
55,115 |
62,262 |
12.97 |
2025-09-05 |
13F-HR |
ANET
/ Arista Networks
|
Abn Amro Investment Solutions
|
15,415 |
18,582 |
20.54 |
2025-09-05 |
13F-HR |
PSTG
/ Pure Storage
|
Abn Amro Investment Solutions
|
85,543 |
107,908 |
26.14 |
2025-09-05 |
13F-HR |
AAPL
/ Apple
|
Abn Amro Investment Solutions
|
881,857 |
960,076 |
8.87 |
2025-09-05 |
13F-HR |
CSCO
/ Cisco Systems
|
Abn Amro Investment Solutions
|
299,896 |
422,688 |
40.94 |
2025-09-05 |
13F-HR |
NTAP
/ NetApp
|
Abn Amro Investment Solutions
|
47,708 |
53,798 |
12.77 |
2025-09-05 |
13F-HR |
IBM
/ International Business Machines
|
Abn Amro Investment Solutions
|
7,145 |
7,325 |
2.52 |
2025-09-05 |
13F-HR |
PANW
/ Palo Alto Networks
|
Abn Amro Investment Solutions
|
62,262 |
58,252 |
-6.44 |
2025-09-05 |
13F-HR |
ANET
/ Arista Networks
|
Abn Amro Investment Solutions
|
18,582 |
10,908 |
-41.30 |
2025-09-05 |
13F-HR |
PSTG
/ Pure Storage
|
Abn Amro Investment Solutions
|
107,908 |
99,360 |
-7.92 |
2025-09-05 |
13F-HR |
AAPL
/ Apple
|
Abn Amro Investment Solutions
|
960,076 |
987,936 |
2.90 |
2025-09-05 |
13F-HR |
CSCO
/ Cisco Systems
|
Abn Amro Investment Solutions
|
422,688 |
418,121 |
-1.08 |
2025-09-05 |
13F-HR |
NTAP
/ NetApp
|
Abn Amro Investment Solutions
|
53,798 |
52,163 |
-3.04 |
2025-09-05 |
13F-HR |
IBM
/ International Business Machines
|
Abn Amro Investment Solutions
|
7,325 |
7,920 |
8.12 |
2025-09-05 |
13F-HR |
DELL
/ Dell Technologies
|
Abn Amro Investment Solutions
|
|
28,922 |
|
2025-09-05 |
13F-HR |
FTNT
/ Fortinet
|
Abn Amro Investment Solutions
|
0 |
5,538 |
|
2025-09-05 |
13F-HR |
AAPL
/ Apple
|
Abn Amro Investment Solutions
|
987,936 |
917,179 |
-7.16 |
2025-09-05 |
13F-HR |
PANW
/ Palo Alto Networks
|
Abn Amro Investment Solutions
|
58,252 |
47,984 |
-17.63 |
2025-09-05 |
13F-HR |
ANET
/ Arista Networks
|
Abn Amro Investment Solutions
|
10,908 |
6,750 |
-38.12 |
2025-09-05 |
13F-HR |
PSTG
/ Pure Storage
|
Abn Amro Investment Solutions
|
99,360 |
70,895 |
-28.65 |
2025-09-05 |
13F-HR |
CSCO
/ Cisco Systems
|
Abn Amro Investment Solutions
|
418,121 |
202,604 |
-51.54 |
2025-09-05 |
13F-HR |
NTAP
/ NetApp
|
Abn Amro Investment Solutions
|
52,163 |
52,078 |
-0.16 |
2025-09-05 |
13F-HR |
IBM
/ International Business Machines
|
Abn Amro Investment Solutions
|
7,920 |
6,113 |
-22.82 |
2025-09-05 |
13F-HR |
DELL
/ Dell Technologies
|
Abn Amro Investment Solutions
|
28,922 |
21,118 |
-26.98 |
2025-09-05 |
13F-HR |
FTNT
/ Fortinet
|
Abn Amro Investment Solutions
|
5,538 |
3,080 |
-44.38 |
2025-09-05 |
13F-HR/A |
AAPL
/ Apple
|
Prospera Capital Management, LLC
|
6,325 |
6,656 |
5.23 |
2025-09-05 |
13F-HR/A |
AAPL
/ Apple
|
Prospera Capital Management, LLC
|
|
6,325 |
|
2025-09-05 |
13F-HR |
ANET
/ Arista Networks
|
Ghe, Llc
|
29,939 |
32,462 |
8.43 |
2025-09-05 |
13F-HR |
CSCO
/ Cisco Systems
|
Ghe, Llc
|
33,096 |
28,222 |
-14.73 |
2025-09-05 |
13F-HR |
AAPL
/ Apple
|
Ghe, Llc
|
1,792 |
0 |
-100.00 |
2025-09-04 |
SCHEDULE 13D/A |
TACT
/ TransAct Technologies
|
Harbert Discovery Fund, LP
|
640,168 |
540,095 |
-15.63 |
2025-09-04 |
13F-HR |
IBM
/ International Business Machines
|
Reynders McVeigh Capital Management, LLC
|
121,197 |
125,244 |
3.34 |
2025-09-04 |
13F-HR |
DELL
/ Dell Technologies
|
Reynders McVeigh Capital Management, LLC
|
0 |
2,130 |
|
2025-09-04 |
13F-HR |
CSCO
/ Cisco Systems
|
Reynders McVeigh Capital Management, LLC
|
20,066 |
18,913 |
-5.75 |
2025-09-04 |
13F-HR |
PANW
/ Palo Alto Networks
|
Reynders McVeigh Capital Management, LLC
|
1,532 |
1,399 |
-8.68 |
2025-09-04 |
13F-HR |
AAPL
/ Apple
|
Reynders McVeigh Capital Management, LLC
|
495,222 |
490,987 |
-0.86 |
2025-09-04 |
13F-HR |
NTAP
/ NetApp
|
Reynders McVeigh Capital Management, LLC
|
4,750 |
4,752 |
0.04 |
2025-09-04 |
13F-HR |
ANET
/ Arista Networks
|
Reynders McVeigh Capital Management, LLC
|
2,582 |
2,185 |
-15.38 |
2025-09-04 |
13F-HR |
AAPL
/ Apple
|
SevenBridge Financial Group, LLC
|
123,456 |
122,925 |
-0.43 |
2025-09-04 |
13F-HR |
CSCO
/ Cisco Systems
|
SevenBridge Financial Group, LLC
|
88,263 |
78,114 |
-11.50 |
2025-09-04 |
13F-HR |
IBM
/ International Business Machines
|
SevenBridge Financial Group, LLC
|
15,896 |
14,610 |
-8.09 |
2025-09-04 |
13F-HR |
HPE
/ Hewlett Packard Enterprise
|
Abn Amro Investment Solutions
|
|
28,412 |
|
2025-09-04 |
13F-HR |
PANW
/ Palo Alto Networks
|
Abn Amro Investment Solutions
|
47,984 |
48,493 |
1.06 |
2025-09-04 |
13F-HR |
ANET
/ Arista Networks
|
Abn Amro Investment Solutions
|
6,750 |
8,435 |
24.96 |
2025-09-04 |
13F-HR |
WDC
/ Western Digital
|
Abn Amro Investment Solutions
|
|
6,843 |
|
2025-09-04 |
13F-HR |
PSTG
/ Pure Storage
|
Abn Amro Investment Solutions
|
70,895 |
50,410 |
-28.89 |
2025-09-04 |
13F-HR |
AAPL
/ Apple
|
Abn Amro Investment Solutions
|
917,179 |
902,046 |
-1.65 |
2025-09-04 |
13F-HR |
HPQ
/ HP
|
Abn Amro Investment Solutions
|
|
17,890 |
|
2025-09-04 |
13F-HR |
NTAP
/ NetApp
|
Abn Amro Investment Solutions
|
52,078 |
52,015 |
-0.12 |
2025-09-04 |
13F-HR |
CSCO
/ Cisco Systems
|
Abn Amro Investment Solutions
|
202,604 |
228,424 |
12.74 |
2025-09-04 |
13F-HR |
IBM
/ International Business Machines
|
Abn Amro Investment Solutions
|
6,113 |
11,962 |
95.68 |
2025-09-04 |
13F-HR |
DELL
/ Dell Technologies
|
Abn Amro Investment Solutions
|
21,118 |
11,462 |
-45.72 |
2025-09-04 |
13F-HR |
FTNT
/ Fortinet
|
Abn Amro Investment Solutions
|
3,080 |
10,197 |
231.07 |
2025-09-04 |
13F-HR |
SMCI
/ Super Micro Computer
|
Abn Amro Investment Solutions
|
|
697 |
|
2025-09-04 |
13F-HR |
DELL
/ Dell Technologies
|
Abn Amro Investment Solutions
|
11,462 |
16,839 |
46.91 |
2025-09-04 |
13F-HR |
HPE
/ Hewlett Packard Enterprise
|
Abn Amro Investment Solutions
|
28,412 |
19,980 |
-29.68 |
2025-09-04 |
13F-HR |
SMCI
/ Super Micro Computer
|
Abn Amro Investment Solutions
|
|
786 |
|
2025-09-04 |
13F-HR |
WDC
/ Western Digital
|
Abn Amro Investment Solutions
|
6,843 |
4,752 |
-30.56 |
2025-09-04 |
13F-HR |
ANET
/ Arista Networks
|
Abn Amro Investment Solutions
|
8,435 |
8,514 |
0.94 |
2025-09-04 |
13F-HR |
PANW
/ Palo Alto Networks
|
Abn Amro Investment Solutions
|
48,493 |
91,436 |
88.56 |
2025-09-04 |
13F-HR |
AAPL
/ Apple
|
Abn Amro Investment Solutions
|
902,046 |
615,283 |
-31.79 |
2025-09-04 |
13F-HR |
PSTG
/ Pure Storage
|
Abn Amro Investment Solutions
|
50,410 |
60,546 |
20.11 |
2025-09-04 |
13F-HR |
NTAP
/ NetApp
|
Abn Amro Investment Solutions
|
52,015 |
51,138 |
-1.69 |
2025-09-04 |
13F-HR |
CSCO
/ Cisco Systems
|
Abn Amro Investment Solutions
|
228,424 |
228,133 |
-0.13 |
2025-09-04 |
13F-HR |
HPQ
/ HP
|
Abn Amro Investment Solutions
|
17,890 |
16,433 |
-8.14 |
2025-09-04 |
13F-HR |
IBM
/ International Business Machines
|
Abn Amro Investment Solutions
|
11,962 |
11,306 |
-5.48 |
2025-09-04 |
13F-HR |
FTNT
/ Fortinet
|
Abn Amro Investment Solutions
|
10,197 |
8,183 |
-19.75 |
2025-09-04 |
13F-HR |
SMCI
/ Super Micro Computer
|
Abn Amro Investment Solutions
|
786 |
0 |
-100.00 |
2025-09-04 |
13F-HR |
HPE
/ Hewlett Packard Enterprise
|
Abn Amro Investment Solutions
|
19,980 |
20,039 |
0.30 |
2025-09-04 |
13F-HR |
WDC
/ Western Digital
|
Abn Amro Investment Solutions
|
|
|
|
2025-09-04 |
13F-HR |
PANW
/ Palo Alto Networks
|
Abn Amro Investment Solutions
|
91,436 |
158,604 |
73.46 |
2025-09-04 |
13F-HR |
ANET
/ Arista Networks
|
Abn Amro Investment Solutions
|
8,514 |
32,239 |
278.66 |
2025-09-04 |
13F-HR |
WDC
/ Western Digital
|
Abn Amro Investment Solutions
|
4,752 |
6,736 |
41.75 |
2025-09-04 |
13F-HR |
PSTG
/ Pure Storage
|
Abn Amro Investment Solutions
|
60,546 |
61,155 |
1.01 |
2025-09-04 |
13F-HR |
AAPL
/ Apple
|
Abn Amro Investment Solutions
|
615,283 |
577,606 |
-6.12 |
2025-09-04 |
13F-HR |
CSCO
/ Cisco Systems
|
Abn Amro Investment Solutions
|
228,133 |
221,577 |
-2.87 |
2025-09-04 |
13F-HR |
HPQ
/ HP
|
Abn Amro Investment Solutions
|
16,433 |
17,230 |
4.85 |
2025-09-04 |
13F-HR |
NTAP
/ NetApp
|
Abn Amro Investment Solutions
|
51,138 |
60,094 |
17.51 |
2025-09-04 |
13F-HR |
IBM
/ International Business Machines
|
Abn Amro Investment Solutions
|
11,306 |
10,136 |
-10.35 |
2025-09-04 |
13F-HR |
SMCI
/ Super Micro Computer
|
Abn Amro Investment Solutions
|
|
11,440 |
|
2025-09-04 |
13F-HR |
DELL
/ Dell Technologies
|
Abn Amro Investment Solutions
|
16,839 |
5,665 |
-66.36 |
2025-09-04 |
13F-HR |
FTNT
/ Fortinet
|
Abn Amro Investment Solutions
|
8,183 |
8,398 |
2.63 |
2025-09-04 |
13F-HR |
CSCO
/ Cisco Systems
|
ZynergyRetirementPlanningLLC
|
106 |
0 |
-100.00 |
2025-09-04 |
13F-HR |
AAPL
/ Apple
|
ZynergyRetirementPlanningLLC
|
5,346 |
5,346 |
0.00 |
2025-09-04 |
13F-HR |
IBM
/ International Business Machines
|
V. M. Manning & Co., Inc.
|
|
2,597 |
|
2025-09-04 |
13F-HR |
CSCO
/ Cisco Systems
|
V. M. Manning & Co., Inc.
|
|
15,819 |
|
2025-09-04 |
13F-HR/A |
SMCI
/ Super Micro Computer
|
Advisor Group Holdings, Inc.
|
282,260 |
283,770 |
0.53 |
2025-09-04 |
13F-HR/A |
AAPL
/ Apple
|
Advisor Group Holdings, Inc.
|
14 |
44 |
214.29 |
2025-09-04 |
13F-HR/A |
LTRX
/ Lantronix
|
Advisor Group Holdings, Inc.
|
5,041 |
7,041 |
39.67 |
2025-09-04 |
13F-HR/A |
EXTR
/ Extreme Networks
|
Advisor Group Holdings, Inc.
|
30,560 |
29,864 |
-2.28 |
2025-09-04 |
13F-HR/A |
NTAP
/ NetApp
|
Advisor Group Holdings, Inc.
|
12,346 |
80,879 |
555.10 |
2025-09-04 |
13F-HR/A |
ALLT
/ Allot
|
Advisor Group Holdings, Inc.
|
24,633 |
38,567 |
56.57 |
2025-09-04 |
13F-HR/A |
IBM
/ International Business Machines
|
Advisor Group Holdings, Inc.
|
401,320 |
409,678 |
2.08 |
2025-09-04 |
13F-HR/A |
AAPL
/ Apple
|
Advisor Group Holdings, Inc.
|
25 |
11 |
-56.00 |
2025-09-04 |
13F-HR/A |
PSTG
/ Pure Storage
|
Advisor Group Holdings, Inc.
|
50,693 |
68,307 |
34.75 |
2025-09-04 |
13F-HR/A |
AAPL
/ Apple
|
Advisor Group Holdings, Inc.
|
6,000,072 |
6,102,220 |
1.70 |
2025-09-04 |
13F-HR/A |
DBD
/ Diebold Nixdorf
|
Advisor Group Holdings, Inc.
|
313 |
375 |
19.81 |
2025-09-04 |
13F-HR/A |
ZEPP
/ Zepp Health Corporation - Depositary Receipt ()
|
Advisor Group Holdings, Inc.
|
575 |
1,145 |
99.13 |
2025-09-04 |
13F-HR/A |
MITK
/ Mitek Systems
|
Advisor Group Holdings, Inc.
|
1,266 |
1,350 |
6.64 |
2025-09-04 |
13F-HR/A |
STX
/ Seagate Technology Holdings
|
Advisor Group Holdings, Inc.
|
42,764 |
68,115 |
59.28 |
2025-09-04 |
13F-HR/A |
SCKT
/ Socket Mobile
|
Advisor Group Holdings, Inc.
|
300 |
300 |
0.00 |
2025-09-04 |
13F-HR/A |
INTZ
/ Intrusion
|
Advisor Group Holdings, Inc.
|
2,152 |
2,152 |
0.00 |
2025-09-04 |
13F-HR/A |
BOSC
/ B.O.S. Better Online Solutions
|
Advisor Group Holdings, Inc.
|
0 |
4,000 |
|
2025-09-04 |
13F-HR/A |
ATEN
/ A10 Networks
|
Advisor Group Holdings, Inc.
|
0 |
107 |
|
2025-09-04 |
13F-HR/A |
EMC
/ Global X Funds - Global X Emerging Markets Great Consumer ETF
|
Advisor Group Holdings, Inc.
|
18,478 |
11,105 |
-39.90 |
2025-09-04 |
13F-HR/A |
SSYS
/ Stratasys
|
Advisor Group Holdings, Inc.
|
4,917 |
8,199 |
66.75 |
2025-09-04 |
13F-HR/A |
PBI
/ Pitney Bowes
|
Advisor Group Holdings, Inc.
|
102,988 |
100,066 |
-2.84 |
2025-09-04 |
13F-HR/A |
MKFG
/ Markforged Holding
|
Advisor Group Holdings, Inc.
|
20 |
20 |
0.00 |
2025-09-04 |
13F-HR/A |
WDC
/ Western Digital
|
Advisor Group Holdings, Inc.
|
17,741 |
22,460 |
26.60 |
2025-09-04 |
13F-HR/A |
DELL
/ Dell Technologies
|
Advisor Group Holdings, Inc.
|
195,884 |
201,925 |
3.08 |
2025-09-04 |
13F-HR/A |
FFIV
/ F5
|
Advisor Group Holdings, Inc.
|
7,263 |
8,154 |
12.27 |
2025-09-04 |
13F-HR/A |
DELL
/ Dell Technologies
|
Advisor Group Holdings, Inc.
|
1 |
1 |
0.00 |
2025-09-04 |
13F-HR/A |
FFIV
/ F5
|
Advisor Group Holdings, Inc.
|
1 |
1 |
0.00 |
2025-09-04 |
13F-HR/A |
HUBC
/ HUB Cyber Security
|
Advisor Group Holdings, Inc.
|
328 |
328 |
0.00 |
2025-09-04 |
13F-HR/A |
DGII
/ Digi International
|
Advisor Group Holdings, Inc.
|
301 |
2,298 |
663.46 |
2025-09-04 |
13F-HR/A |
CSCO
/ Cisco Systems
|
Advisor Group Holdings, Inc.
|
964,338 |
1,225,366 |
27.07 |
2025-09-04 |
13F-HR/A |
CSCO
/ Cisco Systems
|
Advisor Group Holdings, Inc.
|
|
18 |
|
2025-09-04 |
13F-HR/A |
EVLV
/ Evolv Technologies Holdings
|
Advisor Group Holdings, Inc.
|
9,011 |
9,737 |
8.06 |
2025-09-04 |
13F-HR/A |
PANW
/ Palo Alto Networks
|
Advisor Group Holdings, Inc.
|
281,501 |
294,660 |
4.67 |
2025-09-04 |
13F-HR/A |
PANW
/ Palo Alto Networks
|
Advisor Group Holdings, Inc.
|
1 |
1 |
0.00 |
2025-09-04 |
13F-HR/A |
HPE
/ Hewlett Packard Enterprise
|
Advisor Group Holdings, Inc.
|
110,639 |
146,271 |
32.21 |
2025-09-04 |
13F-HR/A |
PAR
/ PAR Technology
|
Advisor Group Holdings, Inc.
|
3,087 |
3,274 |
6.06 |
2025-09-04 |
13F-HR/A |
HPE.PRC
/ Hewlett Packard Enterprise Company - Preferred Security
|
Advisor Group Holdings, Inc.
|
3,050 |
3,100 |
1.64 |
2025-09-04 |
13F-HR/A |
SILC
/ Silicom
|
Advisor Group Holdings, Inc.
|
3,050 |
1,600 |
-47.54 |
2025-09-04 |
13F-HR/A |
LOGI
/ Logitech International
|
Advisor Group Holdings, Inc.
|
34,124 |
70,451 |
106.46 |
2025-09-04 |
13F-HR/A |
ANET
/ Arista Networks
|
Advisor Group Holdings, Inc.
|
378,928 |
368,846 |
-2.66 |
2025-09-04 |
13F-HR/A |
FTNT
/ Fortinet
|
Advisor Group Holdings, Inc.
|
3 |
3 |
0.00 |
2025-09-04 |
13F-HR/A |
OSS
/ One Stop Systems
|
Advisor Group Holdings, Inc.
|
0 |
500 |
|
2025-09-04 |
13F-HR/A |
FTNT
/ Fortinet
|
Advisor Group Holdings, Inc.
|
102,871 |
113,155 |
10.00 |
2025-09-04 |
13F-HR/A |
LINK
/ Interlink Electronics
|
Advisor Group Holdings, Inc.
|
67 |
67 |
0.00 |
2025-09-04 |
13F-HR/A |
VYX
/ NCR Voyix
|
Advisor Group Holdings, Inc.
|
2,406 |
2,215 |
-7.94 |
2025-09-04 |
13F-HR/A |
OMCL
/ Omnicell
|
Advisor Group Holdings, Inc.
|
1,042 |
1,184 |
13.63 |
2025-09-04 |
13F-HR/A |
TACT
/ TransAct Technologies
|
Advisor Group Holdings, Inc.
|
0 |
100 |
|
2025-09-04 |
13F-HR/A |
XRX
/ Xerox Holdings
|
Advisor Group Holdings, Inc.
|
5,134 |
5,318 |
3.58 |
2025-09-04 |
13F-HR/A |
IMMR
/ Immersion
|
Advisor Group Holdings, Inc.
|
5,795 |
5,087 |
-12.22 |
2025-09-04 |
13F-HR/A |
CRSR
/ Corsair Gaming
|
Advisor Group Holdings, Inc.
|
808 |
1,301 |
61.01 |
2025-09-04 |
13F-HR/A |
CTLP
/ Cantaloupe
|
Advisor Group Holdings, Inc.
|
2,009 |
4,746 |
136.24 |
2025-09-04 |
13F-HR/A |
HPQ
/ HP
|
Advisor Group Holdings, Inc.
|
244,222 |
306,165 |
25.36 |
2025-09-04 |
13F-HR/A |
QMCO
/ Quantum
|
Advisor Group Holdings, Inc.
|
25 |
35 |
40.00 |
2025-09-04 |
13F-HR/A |
JNPR
/ Juniper Networks
|
Advisor Group Holdings, Inc.
|
4,023 |
5,024 |
24.88 |
2025-09-04 |
13F-HR/A |
RDCM
/ RADCOM
|
Advisor Group Holdings, Inc.
|
700 |
0 |
-100.00 |
2025-09-04 |
13F-HR/A |
SECT
/ Northern Lights Fund Trust IV - Main Sector Rotation ETF
|
Advisor Group Holdings, Inc.
|
167,499 |
6,666,366 |
3,879.94 |
2025-09-04 |
13F-HR |
AAPL
/ Apple
|
Beacon Capital Management, Inc.
|
2,128 |
2,128 |
0.00 |
2025-09-03 |
SCHEDULE 13D/A |
TACT
/ TransAct Technologies
|
B. Riley Financial, Inc.
|
826,745 |
600,010 |
-27.43 |
2025-09-03 |
13F-HR |
IBM
/ International Business Machines
|
Q3 Asset Management
|
0 |
1,024 |
|
2025-09-03 |
NPORT-P |
SMCI
/ Super Micro Computer
|
MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I
|
|
-33,100 |
|
2025-09-03 |
NPORT-P |
OMCL
/ Omnicell
|
MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I
|
-11,900 |
-11,800 |
-0.84 |
2025-09-03 |
13F-HR |
FTNT
/ Fortinet
|
American Trust
|
0 |
2,434 |
|
2025-09-03 |
13F-HR |
CSCO
/ Cisco Systems
|
American Trust
|
5,481 |
6,280 |
14.58 |
2025-09-03 |
13F-HR |
ANET
/ Arista Networks
|
American Trust
|
11,809 |
17,671 |
49.64 |
2025-09-03 |
13F-HR |
AAPL
/ Apple
|
American Trust
|
59,501 |
71,199 |
19.66 |