Grundläggande statistik
| Institutionella ägare | 717 total, 710 long only, 0 short only, 7 long/short - change of 14,33% MRQ |
| Genomsnittlig portföljallokering | 0.2877 % - change of −1,01% MRQ |
| Institutionella aktier (lång) | 73 105 864 (ex 13D/G) - change of 8,24MM shares 12,71% MRQ |
| Institutionellt värde (lång) | $ 4 905 042 USD ($1000) |
Institutionellt ägande och aktieägare
First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF (GB:0IO2) har 717 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 73,105,864 aktier. Största aktieägare inkluderar Morgan Stanley, Bank Of America Corp /de/, UBS Group AG, LPL Financial LLC, Laurel Wealth Advisors LLC, Wells Fargo & Company/mn, Royal Bank Of Canada, Raymond James Financial Inc, Ameriprise Financial Inc, and Commonwealth Equity Services, Llc .
First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF (LSE:0IO2) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3 669 | 2,23 | 277 | 22,57 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1 275 | 27,50 | 0 | |||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 200 | 0,00 | 15 | 25,00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1 266 | 0,16 | 96 | 20,25 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6 790 | −92,84 | 513 | −91,42 | ||||
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 4 387 | 0,00 | 332 | 19,93 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 15 909 | 1,41 | 1 202 | 21,66 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 15 468 | 1 169 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 4 800 | 26,32 | 363 | 51,46 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 7 222 | −1,51 | 546 | 18,22 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 8 842 | 668 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 191 | 0,00 | 14 | 16,67 | ||||
| 2025-07-24 | 13F | Vivid Wealth Management, LLC | 54 411 | −5,70 | 4 112 | 13,12 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 172 215 | 37,17 | 13 016 | 64,57 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 6 032 | −11,19 | 456 | 6,56 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 6 549 | 0,00 | 495 | 19,90 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 665 804 | 8,88 | 50 321 | 30,62 | ||||
| 2025-04-25 | 13F | Uniting Wealth Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 44 174 | −21,29 | 3 339 | −6,00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 808 | 102,31 | 212 | 143,68 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 18 475 | 1 396 | ||||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 2 930 | 221 | ||||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 3 488 | 264 | ||||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 4 775 | 11,70 | 361 | 33,83 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 20 425 | 1 544 | ||||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Advantage Trust Co | 31 853 | −0,73 | 2 407 | 19,10 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 206 | 0,00 | 0 | |||||
| 2025-04-10 | 13F | Key Client Fiduciary Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 3 | 0 | ||||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 12 618 | 23,90 | 954 | 48,67 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 80 | 0,00 | 6 | 20,00 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 6 200 | 33,88 | 469 | 60,82 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 197 632 | 1,12 | 14 937 | 21,32 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 30 160 | 4,32 | 2 279 | 25,15 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 340 | 26 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 24 076 | 1,17 | 1 820 | 21,35 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 10 688 | 1 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 14 029 | 1,59 | 1 060 | 21,98 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 4 729 | 357 | ||||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 7 897 | 0,00 | 597 | 19,92 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 23 826 | 0,05 | 1 801 | 20,00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 14 561 | 91,11 | 1 101 | 129,17 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 1 745 | −31,84 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 36 666 | 6,04 | 2 771 | 27,23 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 9 711 | 26,25 | 721 | 40,63 | ||||
| 2025-08-05 | 13F | Wellington Shields & Co., LLC | 500 | 0,00 | 38 | 19,35 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 41 310 | 9,86 | 3 122 | 31,79 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 7 916 | −0,71 | 598 | 19,12 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 4 631 | 350 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 27 791 | 5,98 | 2 100 | 27,12 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 2 381 | 0,04 | 180 | 20,13 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 11 571 | −0,14 | 875 | 19,89 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 3 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 22 830 | 32,13 | 1 725 | 58,55 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 163 057 | 10,23 | 12 | 33,33 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 99 027 | 10,95 | 7 484 | 33,10 | ||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 3 555 | 269 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 6 545 | 0,00 | 495 | 19,90 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 485 | 493,08 | 188 | 619,23 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 614 539 | 14,30 | 46 447 | 37,13 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 24 969 | 15,81 | 1 887 | 38,95 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 47 469 | 3,98 | 3 588 | 24,72 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 13 863 | −8,33 | 1 048 | 9,98 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 392 | 0,00 | 30 | 20,83 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 16 713 | 36,73 | 1 234 | 57,20 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3 296 | −0,15 | 245 | 9,38 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 21 482 | 1 624 | ||||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 4 390 | 332 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 4 583 | 0,07 | 346 | 20,14 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 5 338 | 403 | ||||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 6 687 | 0,24 | 505 | 20,24 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 1 184 | −14,45 | 89 | 2,30 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 3 761 | 0,00 | 284 | 20,34 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 54 344 | −1,19 | 4 107 | 18,56 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 110 | 8 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 613 237 | 23,27 | 46 351 | 47,89 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 716 543 | 0,55 | 54 | 22,73 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 5 937 | 18,65 | 449 | 42,22 | ||||
| 2025-08-14 | 13F | Savoie Capital LLC | 42 829 | 0,00 | 3 237 | 19,14 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 45 466 | 6,24 | 3 436 | 27,45 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 7 265 | 549 | ||||||
| 2025-08-06 | 13F | Bensler, LLC | 10 270 | 8,77 | 776 | 30,64 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4 635 | 0,39 | 350 | 17,45 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 18 419 | 12,26 | 1 392 | 34,75 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 2 645 | 201 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 615 | 2,60 | 349 | 22,97 | ||||
| 2025-04-28 | 13F | Capstone Wealth Management Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 43 053 | 5,48 | 3 254 | 26,53 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 10 897 | 23,58 | 824 | 48,29 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 9 939 | −1,73 | 751 | 17,90 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 51 | 4 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 540 | 0,00 | 41 | 17,65 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 345 | −12,66 | 26 | 8,33 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 6 044 | 457 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 244 492 | 88,80 | 18 512 | 125,92 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 539 | 0,00 | 41 | 17,65 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 134 | 0,00 | 8 | 0,00 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 3 629 | 0,11 | 274 | 20,18 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 6 730 | 7,06 | 509 | 28,28 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 1 296 | 96 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 245 | 145,00 | 19 | 200,00 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 6 836 | 0,00 | 517 | 20,00 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 185 | 0,00 | 14 | 27,27 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 14 583 | 44,34 | 1 102 | 73,27 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 8 830 | 51,20 | 667 | 81,74 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 125 371 | 14,46 | 9 476 | 37,32 | ||||
| 2025-05-15 | 13F | Paragon Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 861 331 | 4,42 | 291 839 | 25,27 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 24 001 | 0,12 | 1 814 | 20,13 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 4 680 | −26,07 | 354 | −11,31 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 10 955 | 828 | ||||||
| 2025-08-08 | 13F | Parker Investment Management, LLC | 272 577 | 20 601 | ||||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 3 050 | 231 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 11 270 | 11,71 | 852 | 34,02 | ||||
| 2025-05-15 | 13F | Aster Capital Management (DIFC) Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 49 823 | 12,01 | 3 766 | 34,37 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 58 994 | −0,34 | 4 459 | 19,55 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 4 471 | 20,64 | 338 | 44,64 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 300 | 0,00 | 23 | 22,22 | ||||
| 2025-07-28 | 13F | Alpine Woods Capital Investors, Llc | 3 600 | 0,00 | 272 | 20,35 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 4 239 | 0,00 | 320 | 19,85 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 101 602 | 7 679 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 4 197 | 317 | ||||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 21 750 | 1 644 | ||||||
| 2025-08-12 | 13F | YANKCOM Partnership | 10 754 | 0,00 | 813 | 19,94 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 130 049 | 77,41 | 9 829 | 112,84 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 348 240 | 26,75 | 26 320 | 52,06 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 16 206 | −1,36 | 1 225 | 18,26 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 5 594 | 50,74 | 423 | 81,12 | ||||
| 2025-08-14 | 13F | New England Asset Management Inc | 1 150 | 0,00 | 87 | 19,44 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 135 | 0,00 | 10 | 25,00 | ||||
| 2025-08-12 | 13F | Prudential Plc | 393 187 | 12,92 | 29 717 | 35,48 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 7 860 | 77,79 | 594 | 113,67 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 15 | 1 | ||||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 1 710 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 3 817 | 16,84 | 288 | 40,49 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 96 682 | 2,06 | 7 307 | 22,46 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 105 | 0,45 | 84 | 20,29 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 6 323 | −0,58 | 478 | 19,25 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 4 600 | 0,00 | 348 | 18,84 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4 173 | −68,19 | 315 | −61,86 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 83 696 | 0,88 | 6 326 | 21,01 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 24 218 | 1 830 | ||||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 46 772 | −7,20 | 3 535 | 10,57 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 5 900 | 1,27 | 446 | 21,25 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 839 | 0,00 | 63 | 21,15 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 19 366 | −0,96 | 1 464 | 18,85 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 109 | 0,00 | 8 | 33,33 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 5 138 | 388 | ||||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 28 674 | −1,99 | 2 167 | 17,58 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 238 | 0,00 | 18 | 21,43 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 13 894 | −3,35 | 1 050 | 16,02 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 5 064 | 12,18 | 0 | |||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 150 | 0,00 | 11 | 22,22 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 31 331 | 18,35 | 2 368 | 42,05 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 3 229 | 244 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 15 172 | 156,63 | 1 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5 572 | 0,05 | 421 | 20,29 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 325 | 25 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 18 651 | −12,51 | 1 410 | 4,91 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 750 | 0,00 | 57 | 19,15 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 6 870 | −74,46 | 519 | −69,36 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 8 968 | −0,68 | 678 | 18,36 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7 886 | 17,68 | 596 | 41,23 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 8 202 | 25,60 | 620 | 50,61 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 289 337 | 23,18 | 22 | 50,00 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 177 | 0,00 | 13 | 18,18 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 53 200 | 4 021 | ||||||
| 2025-08-14 | 13F | Brevan Howard Capital Management LP | 9 504 | −77,23 | 718 | −72,70 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 7 138 | 47,60 | 531 | 73,53 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 439 | −74,76 | 33 | −70,64 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 15 232 | −3,25 | 1 151 | 16,15 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 69 807 | −1,16 | 5 276 | 18,59 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 3 278 | −13,21 | 248 | 4,22 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 647 | 124 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 4 022 | 304 | ||||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 492 | −5,57 | 37 | 8,82 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 160 290 | 235,12 | 12 115 | 302,06 | ||||
| 2025-07-15 | 13F | Herbst Group, Llc | 4 600 | 348 | ||||||
| 2025-07-15 | 13F | Wealth Effects Llc | 3 448 | −22,46 | 261 | −7,14 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 79 217 | 17,55 | 5 987 | 41,10 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 15 | 1 | ||||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 54 335 | −5,80 | 4 | 33,33 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 49 215 | −29,54 | 3 720 | −15,48 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 7 748 | 13,97 | 584 | 36,77 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 3 240 | 245 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 6 050 | 2,42 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 15 285 | 8,88 | 1 155 | 30,66 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 32 232 | −8,49 | 2 436 | 9,83 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 9 600 | −3,52 | 726 | 15,81 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4 079 | 2 619,33 | 308 | 3 322,22 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 300 | 0,00 | 23 | 22,22 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 22 900 | 6,33 | 1 731 | 27,58 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 3 952 | 299 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 42 221 | 356,44 | 3 191 | 448,28 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4 322 | 4,57 | 327 | 25,38 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 379 | 4,16 | 1 162 | 24,95 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 20 425 | −6,93 | 1 544 | 11,65 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 2 919 | 221 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8 912 | 22,60 | 674 | 47,26 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Glassman Wealth Services | 12 | −98,26 | 1 | −100,00 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 13 634 | 31,26 | 1 030 | 57,49 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 86 560 | 2,51 | 6 542 | 22,99 | ||||
| 2025-05-08 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 6 695 | −2,83 | 422 | 3,19 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 2 917 | 220 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 14 756 | 2,39 | 1 115 | 22,93 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 113 | 0,00 | 9 | 14,29 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 38 466 | −1,04 | 2 908 | 18,75 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 25 284 | 0,95 | 1 911 | 21,12 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 155 155 | 15,84 | 11 727 | 38,98 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 270 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 26 288 | 20,58 | 1 987 | 44,65 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 4 384 | −6,84 | 331 | 11,82 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 70 633 | −2,12 | 5 107 | 11,70 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 3 631 | 274 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 7 900 | −38,76 | 597 | −26,48 | |||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 804 | −48,69 | 61 | −38,78 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 428 | 0,00 | 32 | 23,08 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 11 243 | 48,76 | 850 | 78,36 | ||||
| 2025-08-12 | 13F | Quantum Private Wealth, LLC | 7 021 | −1,40 | 531 | 18,30 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 660 905 | 15,49 | 49 936 | 38,46 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 1 100 | 0,00 | 83 | 20,29 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 6 523 | 493 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 4 563 | 37,56 | 345 | 65,38 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 107 663 | 21,25 | 8 137 | 45,49 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 941 | 0,00 | 147 | 19,67 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 10 812 | 3,61 | 817 | 24,35 | ||||
| 2025-08-06 | 13F | Florin Court Capital LLP | 48 900 | −62,27 | 3 696 | −54,74 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 163 | 0,00 | 12 | 20,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 773 101 | −23,20 | 58 431 | −7,87 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 5 302 | 2,06 | 401 | 22,32 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 3 075 | 232 | ||||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 29 479 | 2,24 | 2 228 | 22,69 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 154 823 | 8,07 | 11 702 | 29,65 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 2 316 | 1,31 | 175 | 21,53 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 6 731 | −59,83 | 501 | −51,41 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 99 998 | 3,52 | 7 558 | 24,19 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 25 642 | 8,45 | 1 938 | 30,15 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 199 181 | 2,90 | 14 548 | 19,30 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 24 500 | 0,00 | 1 852 | 19,96 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 2 702 | 0,00 | 204 | 20,00 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 101 | 7 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 28 093 | −0,27 | 2 123 | 19,67 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 8 818 | 666 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 15 469 | 20,05 | 1 124 | 38,59 | ||||
| 2025-07-15 | 13F | Floyd Financial Group Llc | 45 634 | −9,44 | 3 465 | 9,14 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 6 739 | 14,28 | 1 | |||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 2 696 | 204 | ||||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 43 425 | 14,76 | 3 152 | 44,74 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 2 677 | 202 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 246 900 | 18 661 | ||||||
| 2025-04-22 | 13F | Breakthru Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 8 006 | 1,41 | 605 | 21,73 | ||||
| 2025-04-15 | 13F | Collier Financial | 3 038 | 0,00 | 191 | −0,52 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 3 901 | 0,00 | 298 | 21,72 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 281 | 0,00 | 21 | 23,53 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 8 202 | 40,11 | 620 | 52,46 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 151 109 | −6,84 | 11 421 | 11,75 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6 364 | 6,80 | 481 | 28,00 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 14 281 | 1 079 | ||||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 100 945 | 42,30 | 7 629 | 70,71 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 529 578 | 19,04 | 40 | 42,86 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 3 624 | 7,19 | 274 | 28,17 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 44 815 | −10,90 | 3 277 | 3,41 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 82 451 | 46,18 | 6 232 | 75,37 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 26 | 0 | ||||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 2 925 | 221 | ||||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 8 921 | 42,19 | 674 | 70,63 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 8 043 | −2,64 | 507 | −3,44 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 3 821 | 8,37 | 289 | 29,73 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 513 | −13,05 | 39 | 2,70 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 63 970 | 6,28 | 4 835 | 27,51 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 5 665 | −93,23 | 428 | −91,88 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 1 671 | −7,27 | 126 | 11,50 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 42 120 | 3,54 | 3 183 | 24,24 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 6 000 | 453 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 555 | 0,00 | 42 | 20,59 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 300 | 0,00 | 23 | 22,22 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 26 584 | 9,48 | 2 010 | 31,39 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 35 191 | −0,11 | 3 | 0,00 | ||||
| 2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 17 282 | 1 306 | ||||||
| 2025-04-29 | 13F | Hm Payson & Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 296 382 | 20,13 | 173 561 | 44,12 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 154 302 | −2,50 | 11 662 | 16,97 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 3 300 | 249 | |||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 3 306 | −9,57 | 250 | 8,26 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 42 796 | 6,79 | 3 234 | 28,13 | ||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 3 991 | 5,14 | 302 | 25,94 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 12 850 | 108,43 | 971 | 150,26 | ||||
| 2025-04-28 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 9 680 | 733 | ||||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 75 | 0,00 | 6 | 25,00 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 3 534 | 4,84 | 267 | 25,94 | ||||
| 2025-08-13 | 13F | ExodusPoint Capital Management, LP | 2 669 | 0 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 3 099 | 220 | ||||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 23 185 | 3 054,42 | 1 752 | 3 708,70 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 37 042 | −6,86 | 2 800 | 11,74 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 43 135 | −1,85 | 3 260 | 17,77 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 2 669 | 202 | ||||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 12 210 | 923 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 10 625 | 803 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 4 880 | −1,41 | 369 | 18,33 | ||||
| 2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 652 | −54,72 | 49 | −45,56 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 17 907 | 1 353 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 3 007 | 227 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 043 480 | 4,07 | 154 446 | 24,85 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 95 933 | −16,04 | 7 251 | 0,72 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 736 | 56 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 29 821 | −4,90 | 2 254 | 14,08 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 2 850 | −36,79 | 203 | −28,87 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 46 839 | −1,62 | 3 400 | 16,48 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 112 647 | 2,30 | 8 514 | 22,72 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 657 869 | 7,20 | 48 959 | 23,78 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 12 379 | 13,16 | 940 | 36,28 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 44 216 | −38,83 | 3 345 | −26,57 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 6 568 | 0,44 | 496 | 20,68 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 112 936 | 15,86 | 8 536 | 39,01 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 28 980 | −1,11 | 2 190 | 18,63 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 105 094 | −8,79 | 7 943 | 9,42 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 7 319 | 2,59 | 553 | 23,16 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 4 212 | 0,57 | 318 | 20,91 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 45 642 | 46,74 | 3 450 | 76,06 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 17 826 | −20,83 | 1 347 | −5,01 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 2 830 | 214 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 36 845 | 0,77 | 2 785 | 20,89 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 8 439 | 1,02 | 638 | 21,10 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 946 172 | 14,86 | 71 562 | 37,84 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 857 | 0,00 | 65 | 18,52 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 12 333 143 | 5,28 | 932 139 | 26,31 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 20 209 | −9,30 | 1 527 | 8,84 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 23 422 | 0,66 | 1 770 | 20,82 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 20 926 | −15,10 | 1 582 | 1,87 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 230 | 0,00 | 17 | 21,43 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 497 903 | 8,46 | 37 632 | 30,12 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 385 | 24 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 406 | 0,00 | 31 | 20,00 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 379 | 29 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 16 629 | 7,01 | 1 257 | 28,29 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10 464 | 13,31 | 791 | 35,97 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 50 244 | 7,54 | 3 797 | 29,02 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 3 127 | 236 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 9 | 0,00 | 1 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 15 425 | 2,58 | 1 166 | 23,02 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 250 | 0,00 | 19 | 20,00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 27 | 2 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | River Street Advisors LLC | 10 570 | 9,03 | 799 | 30,82 | ||||
| 2025-06-16 | 13F | Peterson Wealth Management | 21 479 | −21,90 | 1 353 | −22,42 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 38 742 | 66,94 | 2 928 | 100,21 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 523 | 40 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 52 641 | 10,50 | 3 979 | 32,56 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4 654 | 352 | ||||||
| 2025-07-31 | 13F | Mason & Associates Inc | 6 256 | 0,00 | 473 | 19,80 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 15 867 | 92,42 | 1 199 | 131,02 | ||||
| 2025-07-07 | 13F | Trust Co | 92 | 0,00 | 7 | 20,00 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 10 926 | 0,75 | 826 | 20,79 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 78 | 0,00 | 6 | 25,00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 79 508 | 14,72 | 6 009 | 37,63 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 145 | 281,58 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5 854 | 15,06 | 442 | 38,13 | ||||
| 2025-08-07 | 13F | Nwam Llc | 2 764 | 204 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 61 246 | 8,15 | 5 | 33,33 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 4 261 | 0,00 | 322 | 20,15 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 5 744 | 53,05 | 434 | 83,90 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 13 739 | 51,03 | 1 038 | 81,15 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 16 586 | 1,22 | 1 254 | 21,41 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4 859 814 | 17,17 | 367 305 | 40,57 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 76 198 | 5,44 | 5 758 | 26,49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 021 316 | 5,15 | 77 | 26,23 | ||||
| 2025-08-13 | 13F | Granite Investment Partners, LLC | 71 145 | 0,00 | 5 377 | 19,97 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Choate Investment Advisors | 2 933 | 222 | ||||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 6 875 | 520 | ||||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 85 824 | 6 487 | ||||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 101 200 | 345,81 | 7 649 | 434,83 | |||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 80 600 | 227,64 | 6 092 | 293,22 | |||
| 2025-08-11 | 13F | Principal Securities, Inc. | 55 885 | 19,17 | 4 224 | 41,95 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1 494 | 113 | ||||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 4 541 | 343 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 34 538 | 1,45 | 2 610 | 21,74 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 488 475 | 3,02 | 38 374 | 28,47 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 199 | 9,91 | 469 | 31,83 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 3 100 | 234 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 7 698 | 20,49 | 1 | |||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 4 293 | 324 | ||||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 24 082 | −2,82 | 1 796 | 15,05 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 501 | 38 | ||||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 3 600 | 0,00 | 272 | 20,35 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 5 048 | 12,00 | 382 | 34,63 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 840 | 0,00 | 63 | 21,15 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 17 348 | 19,20 | 1 311 | 43,12 | ||||
| 2025-04-22 | 13F | Jfs Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 81 330 | −15,98 | 6 146 | 0,79 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 92 574 | 1 422,60 | 6 997 | 1 726,63 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 811 | 27,72 | 61 | 52,50 | ||||
| 2025-08-11 | 13F | Sharpepoint Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 192 | 0,00 | 15 | 16,67 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 1 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 44 824 | 16,39 | 3 388 | 39,61 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 19 864 | 4,63 | 1 501 | 25,40 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 14 356 | 64,37 | 1 085 | 97,27 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 3 462 | 0,00 | 262 | 19,72 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 12 787 | 36,06 | 966 | 63,18 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 46 683 | 8,82 | 3 528 | 30,57 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 6 155 | −0,44 | 465 | 19,54 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 604 | −13,53 | 121 | 4,31 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 3 342 | −8,49 | 253 | 9,57 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 15 351 | 38,94 | 1 160 | 66,67 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 42 477 | 15,83 | 3 210 | 38,12 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 4 228 | 0,05 | 320 | 19,92 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 112 | 0,00 | 8 | 14,29 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 50 | 0,00 | 4 | 0,00 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 3 970 | 0,00 | 300 | 20,00 | ||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 4 727 | 0,00 | 357 | 20,20 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 6 605 | 0,00 | 499 | 19,95 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1 655 | 1 738,89 | 123 | 2 360,00 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 502 | 38 | ||||||
| 2025-04-15 | 13F | Greenwood Capital Associates Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 3 351 | 253 | ||||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 2 093 | 0,72 | 158 | 21,54 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 166 436 | −0,97 | 12 579 | 18,80 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 4 143 | 29,63 | 313 | 55,72 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 3 070 | 232 | ||||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 12 631 | −5,25 | 796 | −5,92 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 120 853 | 15,93 | 9 023 | 32,52 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 4 535 556 | 7 426,64 | 60 | −98,42 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 45 | 3 | ||||||
| 2025-07-25 | 13F | Clarendon Private LLC | 3 061 | 231 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 114 | −94,96 | 9 | 60,00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 2 751 | 0 | ||||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 202 681 | −3,14 | 15 319 | 16,20 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 6 810 | −1,96 | 515 | 17,62 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 25 888 | −13,36 | 1 957 | 3,93 | ||||
| 2025-07-02 | 13F | Neville Rodie & Shaw Inc | 65 144 | 30,79 | 5 | 33,33 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 296 637 | 27,85 | 22 420 | 53,38 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 36 726 | −1,67 | 2 776 | 17,98 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 33 368 | 2,35 | 2 522 | 22,80 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 8 876 | 671 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 810 | 130,77 | 0 | |||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 2 977 | 225 | ||||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 10 868 | 0,18 | 821 | 20,20 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 23 596 | −4,40 | 1 783 | 14,74 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 3 600 | −37,59 | 272 | −23,81 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | 14 100 | 1 066 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 6 835 | −2,58 | 517 | 16,74 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 56 596 | −6,87 | 4 278 | 11,73 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 8 656 | 1,30 | 654 | 21,56 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 35 528 | −0,51 | 2 685 | 19,39 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 16 425 | −0,65 | 1 241 | 19,21 | ||||
| 2025-04-14 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 14 432 | −3,97 | 1 091 | 15,22 | ||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 11 158 | 0,00 | 843 | 20,09 | ||||
| 2025-07-23 | 13F | Rye Brook Capital LLC | 8 000 | 0,00 | 1 | |||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 31 512 | 219,85 | 2 382 | 284,03 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 31 723 | 16,16 | 2 126 | 23,60 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 4 692 | 5,53 | 349 | 23,76 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 11 312 | −85,96 | 1 | −100,00 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 270 | 58,82 | 20 | 100,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5 645 | 23,41 | 427 | 47,92 | ||||
| 2025-08-07 | 13F | Commerce Bank | 7 299 | 5,04 | 552 | 26,09 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 95 243 | 110,99 | 7 198 | 153,18 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 67 334 | −0,16 | 5 113 | 25,88 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 10 078 | 2,15 | 762 | 22,54 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 93 825 | −0,84 | 7 091 | 18,96 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 18 710 | 1 414 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 2 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 27 380 | −0,15 | 2 069 | 19,80 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 3 932 | 297 | ||||||
| 2025-08-14 | 13F | Millennium Management Llc | 7 216 | −85,24 | 545 | −82,30 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 450 | 41,51 | 34 | 88,89 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 10 905 | 80,94 | 824 | 117,41 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 72 954 | 1,41 | 5 514 | 21,65 | ||||
| 2025-08-14 | 13F | Peak6 Llc | Call | 24 400 | 313,56 | 1 844 | 397,04 | |||
| 2025-08-14 | 13F | Peak6 Llc | Put | 1 600 | −57,89 | 121 | −49,79 | |||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 21 504 | 28,36 | 1 625 | 54,03 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 193 700 | −21,96 | 14 640 | −6,38 | |||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 143 405 | −0,83 | 10 839 | 18,97 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 109 012 | −6,09 | 8 239 | 12,68 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 80 500 | 12,27 | 6 084 | 34,69 | |||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 4 348 | 0,00 | 329 | 20,15 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 3 090 | 234 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 44 403 | 12,31 | 3 356 | 34,78 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 850 | 0,00 | 64 | 20,75 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 9 183 | −35,46 | 688 | −23,64 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 2 701 | 204 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5 159 | 0,06 | 390 | 20,06 | ||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 6 073 | 0,00 | 459 | 19,90 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 258 138 | 0,63 | 19 510 | 20,73 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 193 | 93,00 | 15 | 133,33 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 2 033 | −5,09 | 154 | 14,18 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 55 053 | 5,54 | 4 161 | 26,60 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 245 253 | 9,03 | 18 536 | 30,80 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 136 686 | −4,18 | 10 331 | 14,96 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 18 814 | 0,21 | 1 422 | 20,22 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 5 515 | 417 | ||||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 8 672 | −3,93 | 655 | 15,32 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 7 097 | 3,77 | 536 | 24,65 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 8 886 | 3,10 | 672 | 23,57 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 182 | 14 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 2 894 | −78,86 | 219 | −74,88 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6 512 | −13,98 | 492 | 3,36 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 502 | −98,91 | 38 | −98,73 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 25 864 | −0,35 | 1 955 | 19,51 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 4 750 | 0,00 | 0 | |||||
| 2025-05-06 | 13F | Obermeyer Wood Investment Counsel, Lllp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | LM Advisors LLC | 13 111 | 0,00 | 1 | |||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 9 163 | −6,05 | 693 | 12,70 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 4 506 | 21,59 | 341 | 45,92 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 3 825 | 289 | ||||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 13 100 | 0,00 | 990 | 20,00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 501 | 0,00 | 38 | 19,35 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 81 388 | 7,72 | 6 151 | 29,25 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 27 094 | −0,58 | 2 048 | 19,29 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 2 707 | 205 | ||||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 2 990 | 226 | ||||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 3 135 | 237 | ||||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 3 985 | −34,75 | 301 | −21,61 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 2 900 | 219 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 35 218 | 9,74 | 2 662 | 31,67 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3 056 | 231 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 7 364 | 19,97 | 1 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 309 681 | 4,72 | 23 406 | 25,62 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 3 307 | 0,00 | 250 | 19,71 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4 907 | 371 | ||||||
| 2025-07-25 | 13F | Hemington Wealth Management | 2 711 | 0,00 | 0 | |||||
| 2025-08-29 | 13F | Total Investment Management Inc | 181 | 14 | ||||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 39 725 | 3 001 | ||||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 190 | 0,00 | 14 | 27,27 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 4 309 | 0,14 | 326 | 19,93 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 8 972 | −5,28 | 678 | 13,76 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2 078 | −0,76 | 157 | 19,85 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 2 754 | 208 | ||||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 140 | −56,25 | 11 | −50,00 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 12 515 | 205,69 | 946 | 267,70 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 5 200 | 0,00 | 393 | 20,18 | ||||
| 2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 5 024 | 14,00 | 380 | 36,82 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 80 | 166,67 | 6 | 500,00 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 32 146 | −0,38 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 2 994 | −7,71 | 226 | 10,78 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 111 837 | 1,87 | 8 453 | 15,70 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 147 361 | −6,53 | 11 189 | 12,66 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 8 973 | 0,67 | 678 | 20,43 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 3 793 | 6,75 | 287 | 28,25 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 183 | −92,92 | 14 | −91,98 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 32 292 | −4,87 | 2 441 | 14,13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 1 289 | 97 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 173 470 | 22,37 | 13 111 | 46,81 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 6 465 | 5,98 | 489 | 27,08 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 772 | −6,73 | 210 | 11,76 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 33 738 | 8,35 | 2 550 | 29,85 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 3 423 | −63,59 | 259 | −56,42 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 8 749 | 661 | ||||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 29 673 | 49,71 | 2 243 | 79,65 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 30 | 0,00 | 2 | 100,00 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 8 295 | 627 | ||||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 60 478 | 4 571 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 17 562 | 4,32 | 1 327 | 25,19 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 77 | 0,00 | 6 | 25,00 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 10 635 | 3,25 | 804 | 23,92 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 235 | 0,00 | 18 | 21,43 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 97 212 | 0,02 | 7 347 | 20,01 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 45 740 | 5,31 | 3 457 | 26,35 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 475 | 36 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 13 371 | 40,67 | 1 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 14 593 | 1 103 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 17 189 | 3,97 | 1 299 | 24,78 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 381 955 | −2,98 | 28 868 | 16,39 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 33 447 | −9,32 | 2 528 | 8,78 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 3 320 | 0,00 | 251 | 19,62 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 6 580 | −38,10 | 497 | −25,71 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1 520 | 115 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 23 796 | 2,12 | 1 799 | 22,48 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 6 813 | 11,07 | 515 | 33,16 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 191 | 0,00 | 14 | 16,67 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 14 376 | −2,48 | 1 087 | 16,15 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 242 212 | 71,75 | 18 306 | 106,06 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 8 736 | 98,95 | 660 | 139,13 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 327 325 | 23,74 | 24 739 | 48,45 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4 252 | 8,41 | 321 | 29,96 | ||||
| 2025-05-09 | 13F | Corbyn Investment Management Inc/md | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 453 | 34 | ||||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 71 167 | −7,85 | 5 379 | 10,54 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 341 479 | 8,87 | 26 | 31,58 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 104 | 0,00 | 8 | 16,67 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 3 489 | 264 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 20 401 | 19,38 | 1 542 | 43,22 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 137 | 10 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6 905 | 32,61 | 522 | 58,84 | ||||
| 2025-08-14 | 13F | Comerica Bank | 81 605 | 10,03 | 6 168 | 32,00 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 104 | 0,00 | 8 | 16,67 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 3 176 | 240 | ||||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 43 | 0,00 | 3 | 50,00 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 14 088 | −11,75 | 1 065 | 5,87 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 6 465 | 12,95 | 489 | 35,56 | ||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 90 881 | 103,94 | 6 869 | 144,67 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 45 954 | 52,41 | 3 473 | 82,89 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4 574 | 4,60 | 288 | 3,97 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 9 523 | −7,18 | 720 | 11,30 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 725 | 26,09 | 46 | 25,00 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 231 | 17 | ||||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 9 047 | 0,00 | 570 | 0,00 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 3 456 | 5,17 | 261 | 26,09 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 36 186 | −50,03 | 2 735 | −40,07 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 6 940 | −18,46 | 525 | −2,24 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 12 215 | 1,41 | 923 | 21,77 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 86 109 | −4,40 | 6 508 | 14,70 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 3 981 | 251 | ||||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 1 728 | 0,00 | 126 | 15,74 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 31 354 | −0,19 | 2 370 | 19,71 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 219 714 | −13,92 | 16 606 | 3,26 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1 791 | 0,11 | 135 | 20,54 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 98 743 | −14,06 | 7 463 | 3,09 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 17 904 | 77,71 | 1 353 | 113,41 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 9 840 | 25,59 | 744 | 50,71 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 23 447 | −0,60 | 1 772 | 19,25 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 125 | 0,00 | 9 | 28,57 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 87 678 | −21,72 | 6 627 | −6,09 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 3 707 | 280 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 33 850 | 12,80 | 2 558 | 35,34 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 26 177 | 19,75 | 1 978 | 43,65 | ||||
| 2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 1 296 | −65,04 | 98 | −53,59 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3 176 | 240 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 9 165 | −3,57 | 693 | 15,72 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 23 805 | −2,42 | 2 | 0,00 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 78 658 | 19,76 | 5 973 | 44,36 | ||||
| 2025-05-09 | 13F | Advyzon Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 19 541 | 1 477 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 49 982 | −24,50 | 3 778 | −9,42 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 300 065 | 0,29 | 22 679 | 20,31 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 600 | 0,00 | 45 | 21,62 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 125 | 0,00 | 9 | 28,57 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 115 237 | 0,10 | 8 710 | 20,09 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 3 919 | 0 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 11 823 | 785,62 | 894 | 963,10 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 7 407 | −3,89 | 551 | 13,40 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 78 894 | −9,13 | 5 963 | 9,01 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 170 | 0,00 | 13 | 20,00 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 33 024 | 351,02 | 2 496 | 441,43 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 107 900 | 48,21 | 8 155 | 77,82 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 14 991 | 64,39 | 1 133 | 97,39 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 585 | 0,00 | 44 | 18,92 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 11 400 | −70,08 | 862 | −64,12 | |||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 30 474 | 2,23 | 2 303 | 22,70 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 16 030 | 0,67 | 1 212 | 20,74 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 228 300 | −2,71 | 17 255 | 16,71 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 034 | 0,00 | 78 | 20,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 186 | 2 137,74 | 90 | 2 866,67 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 6 455 | −9,33 | 488 | 8,71 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 96 | 7 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 3 168 | 239 | ||||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 2 697 | 204 | ||||||
| 2025-07-22 | 13F | Clarius Group, LLC | 16 533 | 0,12 | 1 250 | 20,10 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 3 173 | 240 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 6 044 | 4,97 | 457 | 25,97 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 16 856 | 191,63 | 1 274 | 250,00 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 389 | 0,26 | 29 | 20,83 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 63 677 | −3,43 | 5 | 0,00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 35 075 | −0,61 | 2 651 | 19,21 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 79 390 | −4,72 | 6 000 | 14,31 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 3 545 | 264 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 133 301 | 90,63 | 9 944 | 124,42 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 25 000 | 1 890 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7 788 366 | 7,17 | 588 645 | 28,57 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 7 700 | 574 | |||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 12 321 | 0,00 | 931 | 19,97 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 2 900 | 216 | |||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 2 468 | 187 | ||||||
| 2025-07-15 | 13F | LeConte Wealth Management, LLC | 71 669 | −26,80 | 5 417 | −12,19 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 55 623 | −0,55 | 4 204 | 19,30 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 7 755 | −3,09 | 586 | 16,27 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 20 478 | 2,61 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 10 162 | −0,27 | 768 | 19,81 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 26 167 | 2,19 | 1 978 | 22,57 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1 120 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 3 016 | 0,00 | 228 | 19,47 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 3 002 | 227 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 91 625 | 902,24 | 6 813 | 1 072,46 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 27 435 | −4,23 | 2 075 | 14,97 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 6 067 | 459 | ||||||
| 2025-07-09 | 13F | Sunpointe, LLC | 5 951 | 0,00 | 450 | 20,05 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 16 033 | 3,89 | 1 212 | 24,59 | ||||
| 2025-07-22 | 13F | FFG Partners, LLC | 7 829 | 1,71 | 592 | 22,11 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Kercheville Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 66 656 | −9,38 | 5 038 | 8,72 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 15 744 | 2,71 | 1 190 | 23,21 | ||||
| 2025-08-14 | 13F | UBS Group AG | 5 564 735 | 2,77 | 420 583 | 23,29 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 12 560 | 5,59 | 949 | 26,70 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 5 560 | −5,92 | 420 | 12,90 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 9 349 | −1,47 | 707 | 18,26 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 830 | 0,00 | 63 | 19,23 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 653 877 | 6,87 | 49 420 | 28,21 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 107 879 | 49,79 | 8 162 | 79,74 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 7 256 | −12,54 | 1 |
