Grundläggande statistik
| Institutionella ägare | 550 total, 545 long only, 1 short only, 4 long/short - change of −1,78% MRQ |
| Genomsnittlig portföljallokering | 0.1590 % - change of −19,60% MRQ |
| Institutionella aktier (lång) | 31 009 193 (ex 13D/G) - change of −1,17MM shares −3,64% MRQ |
| Institutionellt värde (lång) | $ 1 789 971 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares U.S. Medical Devices ETF (GB:0JJJ) har 550 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 31,122,602 aktier. Största aktieägare inkluderar Menora Mivtachim Holdings Ltd., Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, UBS Group AG, Wells Fargo & Company/mn, Envestnet Asset Management Inc, Goldman Sachs Group Inc, Harel Insurance Investments & Financial Services Ltd., and Raymond James Financial Inc .
iShares Trust - iShares U.S. Medical Devices ETF (LSE:0JJJ) 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.
AI+ Ask Fintel’s AI assistant about iShares Trust - iShares U.S. Medical Devices ETF.
Thinking of good questions…
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.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Sowell Financial Services LLC | 10 916 | −24,85 | 684 | −21,85 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 3 060 | 0,00 | 192 | 3,80 | ||||
| 2025-04-11 | 13F | DHK Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 109 | −24,83 | 7 | −25,00 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 7 114 | −0,55 | 446 | 3,49 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 3 901 | −0,56 | 244 | 3,39 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 928 633 | 5,38 | 183 450 | 9,67 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 11 625 | −6,39 | 728 | −2,54 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 11 023 | −1,64 | 691 | 2,37 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 6 254 | −11,64 | 392 | −6,90 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 75 251 | −4,44 | 4 714 | −0,55 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 32 771 | −2,24 | 2 053 | 1,74 | ||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 28 799 | 0,00 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 12 604 | 0,00 | 790 | 4,09 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 5 187 | 0,06 | 325 | 3,85 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5 393 | 0,82 | 338 | 4,98 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 302 630 | 15,42 | 19 | 20,00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4 358 | −10,66 | 273 | −7,17 | ||||
| 2025-08-11 | 13F | Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Koa Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 35 248 | 0,03 | 2 208 | 4,10 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 22 096 | 5,22 | 1 384 | 9,58 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 981 | 0,00 | 124 | 4,20 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9 068 | 1,80 | 1 | |||||
| 2025-08-08 | 13F | WP Advisors, LLC | 22 061 | −0,82 | 1 382 | 3,21 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 38 101 | −18,69 | 2 387 | −15,39 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 0 | 0 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 600 | 0,00 | 38 | 2,78 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 23 716 | 14,98 | 1 486 | 19,66 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 24 | 0,00 | 2 | 0,00 | ||||
| 2025-05-13 | 13F | Tocqueville Asset Management L.p. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Cypress Asset Management Inc/tx | 17 710 | 0,00 | 1 109 | 4,13 | ||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 5 913 | −1,74 | 370 | 2,21 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 6 266 | 11,30 | 393 | 15,98 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 14 699 | 3,63 | 921 | 7,85 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 17 957 | 9,42 | 1 125 | 13,88 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 10 153 | 2,36 | 636 | 6,37 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 2 200 | −11,11 | 138 | −7,43 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 650 | 0,00 | 41 | 2,56 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 734 | 0,00 | 109 | 3,85 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 375 | 0,00 | 23 | 4,55 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 23 505 | −0,55 | 1 415 | 2,54 | ||||
| 2025-08-18 | 13F | Brick & Kyle, Associates | 21 622 | −3,41 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 16 258 | −0,99 | 1 018 | 3,04 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 3 472 | 0,00 | 217 | 4,33 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 104 | 0,00 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 55 569 | 264,22 | 3 481 | 279,08 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 16 363 | −22,97 | 1 025 | −19,87 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 3 429 | −4,14 | 206 | −0,96 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 4 336 | 0,35 | 272 | 4,23 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 7 362 | −1,09 | 461 | 2,90 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 696 | 0,00 | 44 | 4,88 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 7 200 | 0,00 | 451 | 4,16 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 36 225 | −5,01 | 2 269 | −1,13 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5 671 | 355 | ||||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 18 651 | 0,04 | 1 168 | 4,10 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2 585 | 162 | ||||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Advantage Trust Co | 7 140 | 447 | ||||||
| 2025-05-15 | 13F | Newbridge Financial Services Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 50 504 | −33,31 | 3 164 | −30,59 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 18 | 0,00 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 4 425 | −4,53 | 277 | −0,36 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 17 226 | −12,43 | 1 079 | −8,79 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 387 632 | 3,65 | 24 281 | 7,87 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 114 333 | −12,03 | 7 162 | −8,45 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 61 791 | 1,92 | 3 871 | 6,06 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 10 611 | 665 | ||||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 37 563 | 4,41 | 2 353 | 8,64 | ||||
| 2025-05-15 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 102 | 0,00 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 28 702 | 8,44 | 1 798 | 12,81 | ||||
| 2025-05-14 | 13F | Walleye Trading LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5 795 | −0,09 | 363 | 4,01 | ||||
| 2025-05-14 | 13F | TD Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 300 | 19 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 27 083 | 0,44 | 1 696 | 4,50 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1 373 | −3,85 | 0 | |||||
| 2025-04-10 | 13F | Arrien Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 105 900 | 0,68 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 13 736 | −60,42 | 1 | −100,00 | ||||
| 2025-04-17 | 13F | Grimes & Company, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Virtu Financial LLC | 27 343 | −58,35 | 2 | −66,67 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 292 277 | 9,32 | 18 209 | 13,15 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 8 513 | −6,17 | 533 | −2,38 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1 453 | 0,00 | 87 | 3,57 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 8 922 | −40,21 | 559 | −37,86 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6 287 | −29,56 | 375 | −30,17 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 911 | −62,21 | 57 | −60,69 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 291 220 | −17,03 | 18 | −14,29 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 100 058 | 0,93 | 6 268 | 5,03 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 6 804 | −13,15 | 426 | −9,55 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 31 154 | −26,40 | 1 951 | −22,12 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 14 200 | 0,00 | 889 | 4,10 | |||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 77 664 | 1,59 | 5 | 0,00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 24 868 | −4,08 | 1 558 | −0,19 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 70 | 0,00 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 6 402 | −14,16 | 401 | −10,49 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 9 092 | 0,00 | 570 | 4,02 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Union Savings Bank | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 108 478 | 1,57 | 6 795 | 5,71 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 10 023 | −9,82 | 628 | −6,28 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 32 187 | −20,37 | 2 016 | −17,11 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5 270 | −1,05 | 330 | 3,13 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 6 | −94,78 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 3 276 | 205 | ||||||
| 2025-08-05 | 13F | Ring Mountain Capital, LLC | 3 816 | −3,27 | 229 | −3,38 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 356 | 0,00 | 22 | 4,76 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Somerset Group LLC | 54 200 | 0,78 | 3 395 | 4,91 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 600 | 38 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 12 244 | −1,68 | 753 | 6,21 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1 446 | 0,00 | 91 | 3,45 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 5 007 | 0,10 | 314 | 3,99 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 7 498 | 0,01 | 470 | 3,99 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 3 876 | −17,81 | 243 | −14,49 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-18 | 13F | Founders Capital Management | 1 093 | −35,36 | 68 | −32,67 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 4 800 | 0,00 | 301 | 4,17 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9 978 | 6,77 | 625 | 11,21 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 3 235 | 203 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6 842 | −7,64 | 429 | −3,82 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 60 797 | 2,86 | 3 808 | 7,06 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 111 527 | 3,07 | 6 986 | 7,28 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2 147 | 0,05 | 134 | 3,88 | ||||
| 2025-08-14 | 13F | Fmr Llc | 34 090 | 0,89 | 2 135 | 5,02 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 9 290 | 0,00 | 582 | 3,94 | ||||
| 2025-05-15 | 13F | Caption Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 11 613 | 0,00 | 727 | 4,60 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 154 | 0,00 | 10 | 0,00 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 11 391 | 0,00 | 714 | 4,09 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 84 629 | −0,60 | 5 | 0,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 12 100 | −0,05 | 758 | 3,98 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 120 | 0,00 | 8 | 0,00 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 666 | 0,00 | 42 | 5,13 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 762 | 0,13 | 48 | 4,44 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 102 | 0,00 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 163 080 | 36,08 | 10 215 | 41,62 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 633 | 0,00 | 40 | 2,63 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 48 703 | 81,23 | 3 051 | 88,62 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 102 | 0,00 | 6 | 0,00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 126 | 0,00 | 8 | 0,00 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 7 575 | −87,41 | 475 | −86,91 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 6 463 | 0,00 | 405 | 3,86 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 41 298 | −57,86 | 2 587 | −56,15 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 70 700 | −5,73 | 4 429 | −1,91 | |||
| 2025-08-11 | 13F | Eq Llc | 4 477 | −49,91 | 280 | −47,86 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 28 900 | 27,31 | 1 810 | 32,50 | |||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7 781 | 0,69 | 488 | 4,73 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 403 | 8,04 | 25 | 13,64 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 23 105 | −55,65 | 1 443 | −53,97 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 123 908 | −3,78 | 8 | 0,00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 17 688 | 25,41 | 1 108 | 30,54 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 20 092 | 3,12 | 1 209 | 6,43 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 10 941 | −7,80 | 685 | −4,06 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 10 877 | −8,41 | 681 | −4,62 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 21 750 | 16,29 | 1 362 | 21,07 | ||||
| 2025-08-07 | 13F | Nwam Llc | 11 152 | −66,71 | 685 | −66,07 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 85 392 | −18,51 | 5 349 | −15,21 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Peak6 Llc | Call | 9 100 | 570 | |||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 32 172 | 0,00 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Peak6 Llc | Put | 100 | 6 | |||||
| 2025-05-12 | 13F | Atlas Capital Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 3 743 | 0,08 | 234 | 4,00 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 630 | 0,00 | 39 | 5,41 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 679 823 | −10,16 | 42 584 | −6,51 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 934 996 | 19,15 | 121 208 | 24,00 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-28 | 13F | GK Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 3 873 | 243 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 11 293 | −11,42 | 1 | |||||
| 2025-07-28 | 13F | Copia Wealth Management | 564 | 0,00 | 35 | 6,06 | ||||
| 2025-04-17 | 13F | Hanson & Doremus Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Valicenti Advisory Services Inc | 87 267 | 0,80 | 5 | 0,00 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 45 309 | −0,52 | 2 838 | 3,54 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 9 187 | −1,16 | 575 | 2,86 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 9 581 | 2,90 | 1 | |||||
| 2025-08-14 | 13F | Nicholas Investment Partners, LP | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 30 | 0,00 | 2 | 0,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 72 270 | 30,20 | 4 527 | 35,51 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 3 024 | 0,00 | 189 | 3,85 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 5 280 | 4,97 | 331 | 9,27 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 852 | 0,12 | 53 | 3,92 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 1 068 | 0,00 | 67 | 3,13 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8 607 | 1,45 | 539 | 5,69 | ||||
| 2025-08-14 | 13F | Quantitative Investment Management, LLC | 4 849 | 0 | ||||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 24 150 | −6,83 | 1 513 | −3,08 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 16 102 | −0,74 | 1 008 | 3,28 | ||||
| 2025-05-14 | 13F | One Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 36 548 | −0,42 | 2 289 | 3,62 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7 547 | −14,35 | 473 | −9,75 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 192 713 | 0,97 | 11 848 | 11,06 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 884 | 0,63 | 181 | 4,65 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 8 520 | 0,00 | 1 | |||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 18 214 | −10,58 | 1 141 | −7,01 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 097 596 | −2,33 | 131 393 | 1,65 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 7 500 | 0,00 | 470 | 3,99 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 300 387 | 15,71 | 18 816 | 20,42 | ||||
| 2025-04-17 | 13F | Sfm, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 26 566 | 0,06 | 1 664 | 4,13 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 14 775 | 0,00 | 926 | 4,05 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5 386 | 337 | ||||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 5 664 | −0,21 | 355 | 3,81 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 28 590 | −6,30 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 7 204 | 21,79 | 451 | 26,69 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 50 | 0,00 | 3 | 50,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 6 325 | −1,40 | 395 | 2,87 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 4 264 | 0,00 | 267 | 4,30 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 294 | 0,00 | 18 | 5,88 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 41 122 | −2,38 | 3 | 0,00 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 3 239 | −20,40 | 203 | −17,21 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 163 862 | 11,20 | 10 264 | 15,73 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 5 700 | 67,65 | 354 | 74,75 | |||
| 2025-07-29 | 13F | Private Trust Co Na | 7 562 | 3,83 | 474 | 7,99 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 103 752 | 0,12 | 6 499 | 4,20 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 3 516 | 0,09 | 220 | 4,27 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 89 020 | −16,90 | 5 576 | −13,51 | ||||
| 2025-08-12 | 13F | HFR Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 62 801 | −6,77 | 3 934 | −2,98 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 70 944 | −4,00 | 4 444 | −0,09 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 3 370 | 62,80 | 211 | 70,16 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 32 629 | 8,01 | 2 044 | 12,38 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Main Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 4 424 | 0,00 | 277 | 4,14 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 4 545 | −6,75 | 285 | −3,07 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 19 125 | 1 198 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 12 503 | 19,00 | 783 | 23,89 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 2 585 | 0,00 | 156 | 3,33 | ||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 46 295 | −2,33 | 2 900 | 1,61 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 219 | 0,00 | 14 | 0,00 | ||||
| 2025-07-15 | 13F | Yarbrough Capital, LLC | 4 660 | −95,55 | 292 | −95,38 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 100 | 0,00 | 6 | 0,00 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 3 934 | −97,31 | 246 | −97,21 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 6 325 | 6,00 | 396 | 10,31 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 15 085 | 6,69 | 927 | 10,11 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 15 481 | −8,30 | 970 | −4,63 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 8 262 | −2,13 | 518 | 1,77 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 261 | 0,00 | 16 | 6,67 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 10 259 | −11,86 | 643 | −8,29 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 318 | 0,00 | 20 | 0,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4 403 | 10,05 | 276 | 14,58 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 30 585 | −45,03 | 1 916 | −42,82 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 191 100 | 47,00 | 11 971 | 52,99 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 51 700 | 207,74 | 3 238 | 220,28 | |||
| 2025-07-25 | 13F | SPC Financial, Inc. | 3 402 | 0,00 | 213 | 4,41 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 94 792 | 9,75 | 5 795 | 18,78 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 7 308 | 0,00 | 458 | 4,10 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 450 | 0,00 | 28 | 3,70 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 67 778 | −4,49 | 4 | 0,00 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 24 016 | −2,43 | 1 504 | 1,55 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 3 784 | 0,24 | 237 | 4,41 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 3 183 | −2,27 | 199 | 1,53 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 7 412 | −2,77 | 463 | 1,09 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 144 | −14,79 | 9 | −10,00 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 5 955 | −0,32 | 373 | 3,90 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 137 742 | 625,42 | 8 628 | 655,52 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 19 603 | 9,61 | 1 228 | 14,03 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 200 | 0,00 | 13 | 0,00 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 277 | 0,00 | 17 | 6,25 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 70 | 4 | ||||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 5 859 | −36,45 | 367 | −33,75 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 712 | −26,45 | 45 | −24,14 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 155 535 | −38,78 | 9 743 | −36,29 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 42 913 | 4,01 | 2 688 | 8,26 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 4 291 | −10,55 | 269 | −6,94 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6 689 | −33,62 | 419 | −30,86 | ||||
| 2025-07-11 | 13F | CMH Wealth Management LLC | 59 190 | −4,27 | 3 708 | −0,38 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 12 501 | −30,66 | 783 | −27,83 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 32 027 | −10,26 | 2 006 | −6,61 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 20 663 | 3,12 | 1 294 | 7,30 | ||||
| 2025-07-29 | 13F | Dale Q Rice Investment Management Ltd | 33 934 | −52,60 | 2 064 | −52,12 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 33 225 | −0,77 | 2 081 | 3,28 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 16 570 | 0,00 | 1 | |||||
| 2025-07-23 | NP | FAAAX - Franklin K2 Alternative Strategies Fund Class A | Short | −113 409 | 28,02 | −7 019 | 24,23 | |||
| 2025-08-07 | 13F | Commerce Bank | 9 360 | −27,78 | 586 | −24,87 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 5 129 | −0,08 | 321 | 4,22 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 13 058 | −19,05 | 818 | −15,77 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 850 | −70,18 | 53 | −69,01 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 11 497 | −6,70 | 720 | −2,83 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 22 138 | −14,03 | 1 387 | −10,52 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 757 244 | 0,61 | 47 434 | 4,70 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 11 722 | −1,40 | 734 | 2,66 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 564 | 0,71 | 35 | 6,06 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 4 200 | 0,00 | 263 | 4,37 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 7 566 | 0,00 | 474 | 3,96 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 3 200 | −28,89 | 200 | −25,93 | |||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 4 949 | 0,00 | 310 | 4,38 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | 54 761 | 36,89 | 3 430 | 42,50 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 122 932 | −2,08 | 7 700 | 1,89 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Regions Financial Corp | 24 235 | 0,00 | 1 518 | 4,12 | ||||
| 2025-07-31 | 13F | Peterson Wealth Services | 2 910 | 0,00 | 182 | 4,00 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 12 | 0,00 | 1 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 186 | 12 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 3 262 | 204 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 48 118 | −0,98 | 2 941 | −0,03 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 101 540 | −2,77 | 6 360 | 1,19 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 6 888 | 8,03 | 431 | 12,53 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 56 | 1,82 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 5 165 | −4,85 | 324 | −0,92 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 5 868 | −7,20 | 368 | −3,42 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 7 182 | 22,92 | 450 | 32,06 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 51 | 0,00 | 3 | 0,00 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 623 | −33,44 | 39 | −30,36 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 23 175 | −4,97 | 1 452 | −1,09 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 740 | −23,24 | 46 | −20,69 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 17 466 | −14,60 | 1 | 0,00 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 32 630 | −6,84 | 2 044 | −3,08 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 166 | 0,00 | 10 | 11,11 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 2 700 | 0,00 | 169 | 4,32 | ||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 78 | 5 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 3 478 | −2,19 | 218 | 1,40 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 10 254 | −19,16 | 642 | −15,86 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 360 | 0,00 | 23 | 4,76 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 5 386 | −15,13 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 13 215 | 4,71 | 845 | 11,20 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 56 984 | −0,85 | 3 569 | 3,18 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 16 460 | −1,56 | 1 031 | 2,49 | ||||
| 2025-05-15 | 13F | Moneta Group Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 11 623 | 7,00 | 728 | 11,49 | ||||
| 2025-08-05 | 13F | ALM First Financial Advisors, LLC | 5 568 | 0,00 | 349 | 3,88 | ||||
| 2025-07-16 | 13F | American National Bank | 450 | 0,00 | 28 | 3,70 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 9 279 | 0,00 | 581 | 4,12 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 6 734 | 3,23 | 422 | 7,40 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 6 503 | 1,04 | 407 | 5,17 | ||||
| 2025-07-07 | 13F | Fox Hill Wealth Management | 8 088 | −3,48 | 507 | 0,40 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 3 459 | −30,11 | 217 | −27,27 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 11 962 | 0,00 | 749 | 4,17 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 703 458 | 64,69 | 44 065 | 71,39 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 107 159 | 5,08 | 6 713 | 9,35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 233 731 | −3,77 | 14 646 | 0,16 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 34 609 | −7,66 | 2 168 | −3,90 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 303 | 15,72 | 82 | 20,90 | ||||
| 2025-08-14 | 13F | J. Goldman & Co LP | 73 338 | 0,00 | 4 594 | 4,06 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 11 292 | 707 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 6 281 | 393 | ||||||
| 2025-07-21 | 13F | Phraction Management LLC | 10 016 | 0,00 | 627 | 4,15 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 102 431 | −4,95 | 6 416 | −1,08 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 564 | 35 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 34 184 | −45,30 | 2 141 | −43,07 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 933 | 0,00 | 58 | 3,57 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 4 990 | 0,00 | 313 | 4,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 6 423 | −41,60 | 402 | −43,22 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 7 412 | 464 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 132 336 | −1,70 | 8 290 | 2,31 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 3 425 | −6,27 | 215 | −2,28 | ||||
| 2025-05-14 | 13F | Capital Fund Management S.a. | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 3 310 | −8,26 | 207 | −4,61 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 10 454 | −36,57 | 655 | −34,01 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 900 | 0,00 | 56 | 3,70 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 3 626 | 0,06 | 227 | 4,13 | ||||
| 2025-08-12 | 13F | MAI Capital Management | Call | 19 | 0,00 | |||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 7 535 | −0,33 | 472 | 3,52 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 4 776 | 8,13 | 299 | 12,83 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 10 891 | −1,25 | 682 | 2,87 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 12 648 | 0,33 | 755 | −0,53 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 29 761 | 0,92 | 1 864 | 5,01 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 6 466 | −20,10 | 396 | −14,13 | ||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 4 308 | 0,00 | 270 | 3,86 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 7 020 | 0,00 | 435 | 3,08 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 237 | 0,00 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Evoke Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 147 483 | −10,85 | 9 | 0,00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 109 530 | −3,64 | 6 861 | 3,44 | ||||
| 2025-07-17 | 13F | KWB Wealth | 4 304 | −36,44 | 259 | −34,43 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 135 377 | −0,06 | 71 120 | 4,01 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 3 534 | 0,00 | 221 | 4,74 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 120 399 | −9,44 | 7 542 | −5,81 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 20 986 | −3,00 | 1 315 | 0,92 | ||||
| 2025-07-29 | 13F | Creekside Partners | 6 360 | 0,00 | 398 | 4,19 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 30 543 | −2,80 | 1 913 | 1,59 | ||||
| 2025-08-13 | 13F | Brentview Investment Management LLC | 1 000 | 0,00 | 63 | 3,33 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 3 014 | 88,14 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 8 020 | 5,25 | 502 | 9,61 | ||||
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 3 672 | −3,92 | 230 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 673 075 | −3,70 | 42 162 | 0,22 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 37 626 | 15,69 | 2 357 | 22,26 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 7 332 | −0,15 | 459 | 4,08 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 117 584 | −1,80 | 7 365 | 2,21 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5 055 | 9,25 | 317 | 13,67 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 3 181 | −0,47 | 199 | 3,65 | ||||
| 2025-07-28 | 13F | Variant Private Wealth, LLC | 22 727 | 0,09 | 1 424 | 4,17 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5 295 | 53,66 | 332 | 59,90 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 10 953 | −12,67 | 686 | −9,02 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 21 920 | −29,48 | 1 373 | −26,58 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 362 | 0,00 | 23 | 4,76 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-22 | 13F | Caldwell Trust Co | 8 584 | 538 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 31 429 | −7,83 | 1 969 | −4,09 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 24 864 | −51,59 | 1 557 | −49,63 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 692 | 0,00 | 43 | 4,88 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4 062 | 254 | ||||||
| 2025-08-14 | 13F | Nan Shan Life Insurance Co., Ltd. | 25 000 | 0,00 | 1 566 | 4,12 | ||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 4 867 | −4,00 | 305 | −0,33 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 38 930 | −11,39 | 2 439 | −7,79 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 30 360 | −72,53 | 1 902 | −71,42 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 336 | 0,00 | 21 | 5,00 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 574 | 0,00 | 36 | 2,94 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 11 530 | 0,00 | 722 | 4,18 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 5 460 | 0,00 | 342 | 4,27 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 298 | 19 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 3 505 | 220 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 4 225 | 0,00 | 265 | 3,94 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 1 758 | −60,93 | 110 | −59,26 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 8 389 | 43,28 | 525 | 49,15 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1 220 | 0,00 | 76 | 4,11 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 783 | −39,95 | 49 | −37,18 | ||||
| 2025-05-07 | 13F | Investment Management Corp /va/ /adv | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 4 212 | −3,57 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5 730 | −3,92 | 359 | 0,28 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 10 902 | 683 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1 020 | 0,00 | 64 | 3,28 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 3 525 | 0,00 | 221 | 3,77 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 6 630 | 0,00 | 415 | 5,60 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 18 | 0,00 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 11 517 | −12,18 | 721 | −8,62 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 5 297 | 0,02 | 332 | 4,09 | ||||
| 2025-04-23 | 13F | Econ Financial Services Corp | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 640 | −31,91 | 40 | −28,57 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 216 432 | 29,57 | 13 557 | 34,84 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 15 | 0,00 | 1 | |||||
| 2025-07-31 | 13F | City State Bank | 105 | 0,00 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 42 | 0,00 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 900 | 0,00 | 56 | 3,70 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 8 099 | −5,74 | 507 | −1,93 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-07-29 | NP | MSSS - Monarch Select Subsector Index ETF | 137 889 | −19,74 | 8 534 | −22,12 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 102 | −0,04 | 445 | 3,98 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 86 858 | 9,12 | 5 441 | 13,55 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 9 167 | 9,16 | 574 | 13,66 | ||||
| 2025-08-07 | 13F | Cumberland Advisors Inc | 130 965 | −8,96 | 8 204 | −5,26 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 9 928 | −2,24 | 622 | 1,64 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1 380 | 0,00 | 86 | 3,61 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 337 238 | −7,43 | 21 125 | −3,70 | ||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 99 719 | 12,78 | 6 246 | 17,38 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 3 808 | −79,86 | 239 | −78,42 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 15 851 | −1,92 | 993 | 2,06 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 4 864 550 | −4,09 | 304 715 | −0,19 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 189 | 0,00 | 12 | 0,00 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 31 | −45,61 | 2 | −66,67 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 659 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Brevan Howard Capital Management LP | 4 071 | −20,22 | 255 | −16,94 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 894 | −24,06 | 119 | −21,33 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 52 936 | −1,09 | 3 316 | 2,92 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 142 446 | −6,27 | 71 563 | −2,46 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 3 342 | 0,00 | 209 | 3,98 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5 770 | −6,60 | 361 | −2,70 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 3 400 | 0,00 | 213 | 3,92 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 17 074 | −3,97 | 1 069 | 0,00 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 38 908 | −2,46 | 2 437 | 1,54 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 120 | 0,00 | 8 | 0,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 34 617 | 4,80 | 2 168 | 9,05 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 063 | 5,77 | 67 | 10,00 | ||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 10 000 | 0,00 | 626 | 4,16 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 58 031 | −2,76 | 3 635 | 1,23 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 4 055 | 254 | ||||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 240 | 0,00 | 15 | 7,14 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 333 | 0,00 | 21 | 0,00 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8 067 | 8,76 | 505 | 13,23 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 55 | 0,00 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 152 915 | −0,06 | 9 579 | 4,01 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 11 264 | −0,59 | 706 | 3,37 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 24 152 | 0,00 | 1 513 | 4,06 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12 532 | 0,09 | 785 | 4,25 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 180 | 11 | ||||||
| 2025-05-07 | 13F | Evermay Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 13 730 | 0,55 | 860 | 13,76 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 149 275 | −1,77 | 9 431 | 3,12 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 125 | 0,00 | 8 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 287 | 1,80 | 206 | 5,67 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 96 439 | −0,93 | 6 | 20,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3 960 | 0,00 | 248 | 4,20 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4 602 | −5,62 | 288 | −1,71 | ||||
| 2025-08-14 | 13F | Monetary Management Group Inc | 2 400 | 0,00 | 150 | 4,17 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 610 | 0,00 | 38 | 5,56 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 5 379 | 1,61 | 337 | 5,66 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 390 | 0,00 | 24 | 4,35 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 15 307 | 12,91 | 959 | 17,55 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 18 454 | −8,15 | 1 156 | −4,47 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 6 689 | 419 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 12 162 | 0,00 | 762 | 3,96 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2 698 | 0,07 | 167 | 2,47 | ||||
| 2025-05-14 | 13F | United Asset Strategies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | V2 Financial group LLC | 16 000 | 0,00 | 1 002 | 4,05 | ||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | Put | 0 | −100,00 | 0 | ||||
| 2025-07-15 | 13F | Martin Capital Advisors, LLP | 3 545 | 0,00 | 222 | 4,23 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 62 057 | 7,10 | 3 887 | 11,47 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 900 | 0,00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 50 866 | −0,47 | 3 186 | 3,58 | ||||
| 2025-05-12 | 13F | Pura Vida Investments, Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 12 084 | −15,50 | 1 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5 125 | 5,04 | 321 | 9,56 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 67 030 | 2,43 | 4 199 | 6,60 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 3 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 164 165 | 17,63 | 10 190 | 22,88 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 120 | 0,00 | 8 | 0,00 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 6 660 | 417 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 21 391 | 17,00 | 1 340 | 21,73 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 7 741 | 0,00 | 478 | 9,15 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3 343 | 209 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 5 937 | 6,59 | 372 | 10,75 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1 932 | 0,05 | 121 | 4,31 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 5 900 | 0,00 | 355 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 267 658 | −24,34 | 16 766 | −21,26 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 570 | −32,14 | 36 | −30,00 | ||||
| 2025-04-01 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 8 160 | 0,00 | 511 | 4,07 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 13 327 | −8,58 | 835 | −4,90 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 31 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Point72 Asset Management, L.P. | Put | 0 | −100,00 | 0 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | 0 | ||||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 6 643 | −1,83 | 416 | 2,21 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 79 586 | −2,61 | 4 985 | 1,36 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 21 806 | −23,59 | 1 366 | −20,50 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 690 929 | −2,87 | 43 | 2,38 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 8 800 | −29,42 | 551 | −26,53 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 225 | 14 | ||||||
| 2025-07-31 | 13F/A | Avion Wealth | 38 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 4 051 | 0,25 | 254 | 4,12 | ||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 7 406 | 0,00 | 464 | 4,04 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 7 650 | −2,67 | 446 | −5,71 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2 176 | 136 | ||||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 151 | 0,00 | 9 | 0,00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10 | −94,44 | 1 | −100,00 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 14 590 | 1 | ||||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 190 | −80,79 | 12 | −81,36 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 22 318 | −0,93 | 1 398 | 3,17 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 90 418 | −2,44 | 5 664 | 4,72 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 183 199 | −1,44 | 11 476 | 2,57 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 3 451 | 216 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 19 072 | 26,56 | 1 195 | 32,23 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 3 555 | 0,00 | 223 | 7,25 | ||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 21 397 | −2,19 | 1 340 | 1,82 | ||||
| 2025-08-14 | 13F | First Wilshire Securities Management Inc | 11 300 | 0,00 | 708 | 3,97 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 567 | 0,18 | 36 | 2,94 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 666 | 0,00 | 42 | 2,50 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 22 924 | −0,48 | 1 436 | 3,54 | ||||
| 2025-07-22 | 13F | Sava Infond d.o.o. | 11 730 | −22,83 | 735 | −19,69 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 3 372 | 0,03 | 211 | 4,46 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 3 639 | 0,00 | 228 | 3,65 | ||||
| 2025-05-13 | 13F | Ethos Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 43 601 | 9,49 | 2 731 | 13,98 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 10 821 | 678 | ||||||
| 2025-05-13 | 13F | Global View Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 11 866 | 31,19 | 743 | 36,58 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 18 100 | 0,00 | 1 134 | 4,04 | ||||
| 2025-08-08 | 13F | Creative Planning | 40 034 | 31,27 | 2 508 | 36,62 | ||||
| 2025-07-18 | 13F | Viewpoint Investment Partners Corp | 74 611 | 154,63 | 4 674 | 165,06 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 3 305 | 207 | ||||||
| 2025-08-04 | 13F | Canton Hathaway, LLC | 828 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | Northstar Asset Management Llc | 49 620 | −9,20 | 3 108 | −5,50 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 15 | 1 | ||||||
| 2025-08-12 | 13F | Country Trust Bank | 450 | 0,00 | 28 | 3,70 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 50 389 | −33,47 | 3 149 | −31,07 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 79 059 | −5,76 | 4 952 | −1,92 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 100 | 0,00 | 6 | 0,00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 18 558 | 0,01 | 1 162 | 4,12 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 29 520 | −0,98 | 1 849 | 3,07 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 21 069 | −2,38 | 1 320 | 1,54 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 158 077 | 16,21 | 9 902 | 20,94 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 109 | 0,00 | 7 | 0,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 71 242 | −8,08 | 4 463 | −4,35 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 652 | −99,17 | 41 | −99,15 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 507 | 0,00 | 0 | |||||
| 2025-07-09 | 13F | Lake Hills Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | HWG Holdings LP | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 7 781 | −5,86 | 487 | −2,01 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 161 199 | −15,47 | 10 098 | −12,03 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 105 924 | −27,98 | 6 635 | −25,04 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 8 487 | 0,09 | 532 | 4,12 | ||||
| 2025-04-23 | 13F | Fourth Dimension Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 6 282 | −0,57 | 394 | 3,42 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 13 083 | −19,06 | 820 | −15,74 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 4 342 | 0,00 | 272 | 3,83 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 960 | 58 | ||||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 600 | 0,00 | 38 | 2,78 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 516 | 0,00 | 32 | 3,23 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 4 944 | 0,00 | 310 | 4,04 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 422 | 89 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 578 | −66,30 | 161 | −65,00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 232 | 31,07 | 15 | 40,00 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 12 016 | 26,27 | 753 | 31,47 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 567 | 36 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 1 806 | 0,00 | 113 | 4,63 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 36 654 | −34,81 | 2 296 | −36,78 | ||||
| 2025-04-28 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 260 | 0,00 | 16 | 6,67 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 27 530 | 5,40 | 1 724 | 9,67 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 10 014 | 0,00 | 627 | 4,15 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 1 442 | −9,02 | 90 | −5,26 | ||||
| 2025-09-15 | 13F/A | Migdal Insurance & Financial Holdings Ltd. | 150 | −88,75 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Clean Yield Group | 840 | 0,00 | 53 | 4,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 25 041 | −0,25 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 3 298 | 0,03 | 207 | 4,04 | ||||
| 2025-05-27 | 13F | Advisors Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 61 | 74,29 | 4 | 50,00 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 468 | 29 | ||||||
| 2025-08-05 | 13F | Holistic Financial Partners | 5 793 | 0,00 | 363 | 4,02 | ||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 6 686 | −4,29 | 419 | −0,48 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 9 631 | 603 | ||||||
| 2025-07-29 | 13F | Ballast, Inc. | 15 481 | 970 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4 286 | 0,00 | 268 | 4,28 | ||||
| 2025-04-15 | 13F | Laurel Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 15 255 | 0,08 | 956 | 4,14 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 13 625 | 0,00 | 853 | 4,02 |
