Grundläggande statistik
| Institutionella ägare | 560 total, 558 long only, 0 short only, 2 long/short - change of 13,14% MRQ |
| Genomsnittlig portföljallokering | 0.6076 % - change of −3,51% MRQ |
| Institutionella aktier (lång) | 95 957 447 (ex 13D/G) - change of 0,21MM shares 7,05% MRQ |
| Institutionellt värde (lång) | $ 4 665 942 USD ($1000) |
Institutionellt ägande och aktieägare
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF (MX:XLG) har 560 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 95,957,447 aktier. Största aktieägare inkluderar LPL Financial LLC, Morgan Stanley, Bank Of America Corp /de/, Wells Fargo & Company/mn, Soundwatch Capital LLC, Raymond James Financial Inc, Principle Wealth Partners Llc, Jpmorgan Chase & Co, Bank of New York Mellon Corp, and Wealth Enhancement Advisory Services, Llc .
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF (BMV:XLG) 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Main Street Group, LTD | 1 370 | 0,00 | 71 | 12,70 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 8 221 | 0,50 | 428 | 13,83 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 4 362 | −1,42 | 227 | 11,82 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 207 801 | −6,32 | 10 826 | 6,05 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 230 328 | 1,94 | 12 000 | 15,42 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 23 411 | −3,95 | 1 220 | 8,74 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 44 894 | 918,70 | 2 339 | 1 057,43 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 600 | 27 | ||||||
| 2025-05-12 | 13F | Financial Services Advisory Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 43 972 | −12,97 | 2 291 | −1,51 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 6 303 | 328 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 603 | 31 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 44 576 | 8,62 | 2 322 | 22,99 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 25 063 | −20,48 | 1 306 | −10,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 683 314 | 62,69 | 35 601 | 84,19 | ||||
| 2025-05-09 | 13F | Citizens Financial Group Inc/ri | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 158 | 0,00 | 8 | 14,29 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 11 056 | −0,17 | 576 | 13,16 | ||||
| 2025-05-20 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 8 525 | 0,00 | 397 | −6,38 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 24 079 | −0,44 | 1 255 | 12,77 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 15 056 | 0,00 | 784 | 13,29 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 46 476 | 0,50 | 2 421 | 13,77 | ||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 21 245 | −39,38 | 1 107 | −31,33 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 22 335 | 0,85 | 1 164 | 14,13 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 3 996 | −84,34 | 208 | −82,28 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 3 300 | 0,00 | 172 | 13,25 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 10 803 253 | 1,71 | 562 849 | 15,14 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8 729 | 68,94 | 455 | 91,56 | ||||
| 2025-05-09 | 13F | Associated Banc-corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 118 | 0 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1 000 | 0,00 | 52 | 13,04 | ||||
| 2025-07-22 | 13F | Partners Wealth Management, Llc | 21 783 | 0,00 | 1 007 | 0,50 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 4 785 | −82,76 | 249 | −80,49 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9 850 | −9,03 | 513 | 3,01 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 83 856 | −7,53 | 4 369 | 4,67 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 76 696 | −24,75 | 4 001 | −14,71 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 12 238 | 56,88 | 657 | 84,79 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 18 462 | −10,06 | 962 | 1,80 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 60 952 | 42,00 | 3 176 | 61,33 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 25 640 | 222,27 | 1 336 | 264,75 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9 568 | −9,51 | 498 | 2,47 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 19 015 | 991 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4 831 | 24,35 | 252 | 41,01 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 2 682 223 | 85,00 | 139 744 | 109,44 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 9 568 | −9,13 | 498 | 2,89 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 957 282 | −6,65 | 206 174 | 5,69 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 2 000 | 104 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 13 528 | 0,92 | 705 | 14,29 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 322 811 | 25,38 | 16 818 | 41,95 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 25 423 | −5,25 | 1 325 | 7,29 | ||||
| 2025-08-07 | 13F | Nwam Llc | 14 777 | 42,53 | 796 | 66,67 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5 597 | 292 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 680 724 | −2,31 | 87 566 | 10,60 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 26 | −90,15 | 1 | −91,67 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 57 300 | 2 985 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 767 771 | 8,36 | 92 100 | 22,68 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 360 | 19 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 4 258 | 222 | ||||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 9 242 | 482 | ||||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 6 339 | −1,77 | 330 | 11,49 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 12 906 | −2,96 | 672 | 9,80 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 645 | 138 | ||||||
| 2025-08-28 | NP | AADAX - INVESCO Growth Allocation Fund Class A | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 88 173 | 84,04 | 4 594 | 108,39 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 190 | 0,00 | 10 | 12,50 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 10 341 | 10,55 | 540 | 25,06 | ||||
| 2025-08-28 | NP | CMAIX - Invesco Conservative Allocation Fund CLASS R5 | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 171 132 | 5,60 | 8 916 | 19,55 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 532 836 | 0,06 | 27 761 | 13,28 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 16 562 | 9,90 | 863 | 24,39 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 21 140 | 22,83 | 1 101 | 39,02 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 43 761 | −13,96 | 2 280 | −2,61 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 7 484 | −5,12 | 390 | 7,44 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 13 090 | −0,19 | 682 | 12,94 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 54 744 | −10,93 | 2 852 | 0,85 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 100 600 | 721,22 | 5 241 | 830,91 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 930 | 16,98 | 43 | 16,67 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 26 | 1 | ||||||
| 2025-04-11 | 13F | IAM Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 259 | 13 | ||||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 555 497 | 2,69 | 28 941 | 16,26 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 11 | 1 | ||||||
| 2025-08-11 | 13F | Somerset Group LLC | 5 000 | 0,00 | 260 | 13,04 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 230 | 0,00 | 12 | 10,00 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 10 005 | 0,62 | 521 | 14,00 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 16 355 | 122,67 | 852 | 152,07 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 209 126 | −10,98 | 10 895 | 0,78 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 34 135 | −13,16 | 2 | 0,00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 21 914 | 39,59 | 1 142 | 58,03 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 6 972 | 45,34 | 363 | 65,00 | ||||
| 2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 3 188 | 0,69 | 166 | 14,48 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 520 | 0,00 | 27 | 17,39 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 12 626 | 0,16 | 658 | 13,28 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 70 | 0,00 | 4 | 0,00 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 55 290 | 10,87 | 2 881 | 25,54 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 91 481 | −0,11 | 4 766 | 13,10 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 26 276 | 35,98 | 1 369 | 53,88 | ||||
| 2025-05-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 1 910 | −48,24 | 88 | −52,72 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Embree Financial Group | 5 511 | −12,43 | 287 | −0,69 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 53 676 | 4,68 | 2 797 | 18,52 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 295 131 | 0,18 | 119 576 | 13,42 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 239 | 0,00 | 12 | 20,00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 16 754 | 53,73 | 873 | 74,05 | ||||
| 2025-08-28 | NP | RULE - Adaptive Core ETF | 8 079 | −11,53 | 421 | 0,00 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 17 493 | 49,33 | 911 | 69,02 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 74 | 4 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 187 075 | −15,12 | 10 | −10,00 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 10 434 | 20,01 | 544 | 35,75 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 140 585 | 77,98 | 7 324 | 101,54 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 580 | 507,69 | 82 | 636,36 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 77 821 | 59,73 | 4 054 | 86,39 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 5 954 | 0,00 | 310 | 13,14 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 12 808 | −4,70 | 667 | 7,93 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 90 282 | 5,25 | 5 | 33,33 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 7 994 | 4,22 | 416 | 18,18 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 115 | 0,00 | 6 | 0,00 | ||||
| 2025-07-29 | 13F | Commons Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aviso Wealth Management | 4 619 | 1,16 | 241 | 14,29 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7 237 | 0,71 | 377 | 14,24 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 738 447 | −97,37 | 38 473 | 6 207,05 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 84 042 | 54,61 | 4 379 | 75,05 | ||||
| 2025-05-09 | 13F | Bouchey Financial Group Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 1 740 907 | 1,63 | 90 701 | 15,06 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 151 238 | 11,81 | 7 880 | 26,59 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 8 678 | 452 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 200 | 0,00 | 10 | 11,11 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 208 | |||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 488 | −6,42 | 78 | 5,48 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 65 271 | −15,20 | 3 401 | −4,01 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 5 474 | 19,44 | 285 | 35,71 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 7 552 | 393 | ||||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 504 | 70,27 | 26 | 100,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 9 660 | 6,76 | 503 | 20,91 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 15 200 | 84,74 | 792 | 109,26 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 391 908 | −25,93 | 20 418 | −16,15 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 9 350 | 485 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | DRW Securities, LLC | 6 150 | 0,00 | 320 | 12,72 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 6 099 | 32,82 | 318 | 50,24 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 7 401 | −88,04 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 37 752 | 9,84 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 630 288 | 18,34 | 32 838 | 33,98 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 16 120 | 7 919,90 | 840 | 9 222,22 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Capstone Wealth Management Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 17 185 | 86,19 | 895 | 111,08 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 8 117 | 423 | ||||||
| 2025-08-05 | 13F | Snider Financial Group | 18 689 | 5,83 | 974 | 19,83 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 210 218 | 14,84 | 10 952 | 30,01 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 73 058 | −1,15 | 3 806 | 11,91 | ||||
| 2025-04-30 | 13F | Valeo Financial Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-01 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 690 | 0,00 | 36 | 12,90 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 821 | 0,12 | 43 | 13,51 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 61 655 | −6,47 | 3 212 | 5,90 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 3 436 306 | 3 414 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 101 042 | 5 264 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 25 980 | 5,91 | 1 196 | −2,45 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 45 348 | 10,40 | 2 363 | 24,97 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 119 509 | 35,69 | 6 | 50,00 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 115 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 50 853 | 55,93 | 2 649 | 76,60 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 326 617 | 17,65 | 69 117 | 33,19 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 60 | 3 | ||||||
| 2025-07-23 | 13F | Lansing Street Advisors | 22 266 | −3,42 | 1 160 | 9,43 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 20 394 | −16,06 | 1 063 | −5,01 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 7 189 | −44,30 | 375 | −36,93 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 1 140 369 | −66,10 | 59 413 | −61,62 | ||||
| 2025-07-25 | 13F | Bricktown Capital, LLC | 283 766 | 0,00 | 14 784 | 13,22 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 345 272 | 1,71 | 17 989 | 15,15 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 100 955 | 2,14 | 5 260 | 15,63 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 407 | −99,56 | 21 | −99,51 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 8 161 | 50,07 | 425 | 70,00 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 7 200 | 9,51 | 375 | 24,17 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 18 087 | −77,68 | 942 | −74,73 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 122 335 | 221,40 | 6 584 | 278,61 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 234 611 | 16,18 | 12 223 | 31,53 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 750 | 0,00 | 39 | 14,71 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 31 218 | −28,87 | 1 626 | −19,47 | ||||
| 2025-05-29 | NP | TFAQX - TFA Quantitative Fund Class I | 10 200 | −21,54 | 469 | −27,73 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 200 | 0,00 | 10 | 11,11 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 10 762 | 1,01 | 561 | 13,82 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 5 085 | 265 | ||||||
| 2025-07-09 | 13F | Bank of New Hampshire | 6 320 | 0,00 | 329 | 13,45 | ||||
| 2025-04-23 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Berbice Capital Management LLC | 624 | −93,45 | 33 | −92,69 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 4 992 | 0,20 | 260 | 13,54 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 35 220 | 0,00 | 1 835 | 13,21 | ||||
| 2025-05-14 | 13F | Capital Analysts, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 16 262 | −4,67 | 847 | 7,90 | ||||
| 2025-05-13 | 13F | Coston, McIsaac & Partners | 0 | −100,00 | 0 | |||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 4 128 | 215 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 73 459 | −5,73 | 3 827 | 6,75 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 23 335 | 1 216 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 11 553 | 0,79 | 602 | 14,04 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 6 965 | −18,92 | 363 | −8,35 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 3 255 | −23,52 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 382 892 | −29,85 | 20 | −24,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 222 264 | −22,29 | 11 580 | −12,03 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 19 133 | 13,63 | 997 | 28,68 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 80 485 | 69,55 | 4 193 | 91,99 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 201 204 | 4 570,47 | 10 483 | 5 193,94 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 563 783 | 9,01 | 185 673 | 23,41 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 166 | −83,33 | 61 | −81,31 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 86 963 | −54,38 | 4 531 | −48,35 | ||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 61 636 | 3 211 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 10 273 | 648,76 | 535 | 749,21 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 125 795 | 8,56 | 6 554 | 22,90 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 105 683 | −0,64 | 5 506 | 12,51 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 89 186 | 2,42 | 4 647 | 15,95 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 11 225 | 7,50 | 585 | 21,67 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 75 660 | 4,01 | 3 942 | 17,75 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 55 771 | −1,14 | 2 906 | 11,90 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 536 | 151,80 | 80 | 185,71 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 11 172 | 0,00 | 587 | 18,38 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 3 930 | 205 | ||||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 5 022 | 262 | ||||||
| 2025-08-12 | 13F | Del-Sette Capital Management, LLC | 15 961 | 832 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 123 060 | 3,88 | 6 411 | 17,61 | ||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 15 787 | 226,38 | 1 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 133 028 | 131,26 | 6 931 | 161,81 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 9 652 | 96,62 | 503 | 123,11 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 910 | −2,15 | 47 | 2,17 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 5 000 | 0,00 | 260 | 13,04 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 4 860 | −6,18 | 253 | 6,30 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 53 014 | 89,68 | 2 762 | 114,77 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 2 600 | −16,13 | 135 | −4,93 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 8 020 | 0,00 | 418 | 13,01 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 22 220 | 18,37 | 1 158 | 34,07 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 20 608 | 5,99 | 1 074 | 20,02 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 663 | 35 | ||||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 199 483 | −8,46 | 10 393 | 3,64 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 19 095 | −37,81 | 995 | −29,60 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 36 723 | −4,59 | 1 913 | 8,02 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 6 067 | −0,72 | 316 | 12,46 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 6 002 | 1,01 | 313 | 14,29 | ||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 13 455 | 0,25 | 701 | 13,61 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 53 194 | 33,53 | 2 771 | 51,17 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 65 407 | −62,96 | 3 408 | −58,08 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 51 942 | 68,91 | 2 706 | 91,24 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4 033 | 210 | ||||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 4 819 | 0,02 | 251 | 13,57 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 10 694 | −2,08 | 557 | 10,96 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 720 | 11,11 | 37 | 27,59 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 69 | −44,80 | 4 | −40,00 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 65 424 | 51,21 | 3 409 | 71,17 | ||||
| 2025-07-23 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 27 664 | −17,40 | 1 441 | −6,49 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-23 | NP | ARAAX - Horizon Active Risk Assist Fund Advisor Class | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 6 188 | 322 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 566 | 10,98 | 30 | 26,09 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 13 455 | −2,17 | 701 | 10,76 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 68 298 | 1,47 | 3 536 | 14,18 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 299 338 | 1,27 | 15 596 | 14,65 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 26 945 | −23,13 | 1 404 | −13,02 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 7 339 | 382 | ||||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 33 800 | 68,16 | 1 761 | 90,27 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 5 700 | 14,00 | 297 | 28,70 | |||
| 2025-08-14 | 13F | Stifel Financial Corp | 913 960 | −9,43 | 47 618 | 2,54 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 7 555 | 2,93 | 394 | 16,62 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 982 | −32,88 | 51 | −23,88 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 54 296 | 43,63 | 2 829 | 62,62 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 20 396 | −0,54 | 1 063 | 12,62 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 1 493 050 | −22,04 | 77 788 | −11,74 | ||||
| 2025-05-09 | 13F | Rps Advisory Solutions Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 29 413 | 31,42 | 1 532 | 48,88 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 131 | 7 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 33 260 | 0,00 | 1 733 | 13,20 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 421 | 4,47 | 22 | 16,67 | ||||
| 2025-07-21 | 13F | Quattro Financial Advisors Llc | 479 979 | −9,81 | 25 007 | 2,10 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 164 725 | 0,00 | 8 | 0,00 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 43 900 | −10,06 | 2 287 | 1,83 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 17 846 | −56,20 | 930 | −50,45 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 19 554 | 48,14 | 1 019 | 67,71 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 361 470 | −3,98 | 18 833 | 8,70 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 791 | 248,46 | 41 | 310,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 504 830 | 277,91 | 26 302 | 327,87 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 566 664 | 6,42 | 81 250 | 19,73 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10 676 | −26,79 | 556 | −17,14 | ||||
| 2025-04-16 | 13F | BigSur Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 9 629 | 6,79 | 502 | 11,33 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 7 | −88,24 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 950 | 7,14 | 102 | 21,69 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 62 275 | −3,23 | 3 245 | 9,56 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 6 487 | −31,51 | 338 | −22,53 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 17 975 | 1,45 | 936 | 14,85 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3 943 | 205 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 58 094 | 118,98 | 3 027 | 148,03 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 7 351 | 15,22 | 383 | 30,38 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 8 565 | 0,00 | 446 | 13,20 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 15 074 | 18,62 | 785 | 34,42 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 6 743 | −14,37 | 351 | −10,69 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 8 758 | 3,73 | 456 | 17,53 | ||||
| 2025-05-09 | 13F | North Ridge Wealth Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 753 | 91 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 67 088 | 91,20 | 3 495 | 116,54 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 19 015 | 109,79 | 991 | 137,41 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 126 429 | 71,35 | 6 587 | 93,99 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 31 910 | −0,57 | 1 662 | 12,60 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 44 153 | 0,37 | 2 300 | 13,64 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 19 180 | 44,09 | 1 034 | 68,79 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 6 438 | 0,89 | 335 | 14,33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6 624 238 | −7,25 | 345 123 | 5,01 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 15 569 | 811 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 56 728 | −2,15 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 3 843 | 200 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 134 614 | −6,60 | 7 013 | 5,74 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 322 492 | 48,91 | 16 802 | 68,58 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 6 504 | −5,73 | 339 | 6,62 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 1 346 | 109,66 | 70 | 141,38 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 4 278 | 231 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 11 435 | −5,85 | 596 | 6,63 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 1 360 928 | 7,36 | 70 904 | 21,54 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 200 | 10 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 15 908 | 18,55 | 829 | 34,20 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 4 042 | 211 | ||||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 11 090 | 0,00 | 578 | 13,14 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 150 305 | 44,59 | 7 831 | 63,67 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 12 433 | 1,95 | 648 | 15,33 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 48 620 | −4,23 | 2 533 | 8,85 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 27 584 | 25,02 | 1 437 | 41,58 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 1 203 | 3,08 | 63 | 16,98 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 108 | 11,34 | 6 | 25,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 262 464 | −6,46 | 13 674 | 5,90 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 168 765 | 1 632,88 | 8 793 | 1 862,50 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 3 950 | −18,22 | 206 | −7,66 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 4 170 | 217 | ||||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 8 896 | 464 | ||||||
| 2025-05-08 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 10 065 | −94,76 | 463 | −94,73 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 5 000 | 261 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 2 900 | 0,00 | 133 | −7,64 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 30 937 | 62,16 | 1 612 | 83,69 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 33 858 | 0,00 | 1 764 | 13,22 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4 130 | −48,98 | 215 | −42,20 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 75 189 | 52,58 | 4 052 | 78,69 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 464 746 | 32,02 | 128 413 | 49,46 | ||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 10 920 | 0,00 | 569 | 13,15 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 50 750 | −15,72 | 2 644 | −7,16 | ||||
| 2025-08-04 | 13F | Fortune 45 LLC | 11 081 | 0,95 | 577 | 14,26 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 227 | −32,04 | 12 | −26,67 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 26 740 | 71,04 | 1 393 | 93,74 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 719 865 | 1 645,51 | 37 505 | 1 873,89 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 98 648 | 2,86 | 5 140 | 16,45 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 81 722 | −22,97 | 4 249 | −12,97 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 51 454 | 28,50 | 2 681 | 45,49 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 11 689 | 7,70 | 609 | 21,84 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 253 078 | 50,51 | 13 185 | 69,58 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 200 122 | −15,85 | 10 426 | −4,73 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 5 522 | −1,45 | 288 | 11,67 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 186 806 | 60,71 | 9 733 | 81,94 | ||||
| 2025-07-31 | 13F | University Of Texas/texas Am Investment Managment Co | 6 863 | 0,00 | 358 | 13,33 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 33 711 | 21,28 | 1 756 | 37,29 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 181 | −4,74 | 9 | 12,50 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 11 245 | 143,61 | 586 | 175,94 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 142 | 7 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 8 411 | 0,00 | 438 | 13,18 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 6 104 | −84,83 | 318 | −82,82 | ||||
| 2025-08-14 | 13F | Goodwin Investment Advisory | 33 660 | −8,18 | 1 754 | 3,91 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 10 056 | −0,54 | 524 | 12,47 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 8 507 | 46,98 | 443 | 66,54 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27 516 | −2,71 | 1 428 | 10,10 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 13 685 | −83,76 | 713 | −81,64 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 79 866 | −7,82 | 4 161 | 4,36 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 255 605 | −0,02 | 13 317 | 12,66 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 44 426 | −7,88 | 2 315 | 4,28 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 19 548 | 1 018 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 5 186 | 270 | ||||||
| 2025-05-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 4 668 | 0,00 | 241 | 12,15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 22 953 | 1,19 | 1 196 | 14,57 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 101 435 | 1,39 | 5 285 | 5,72 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 4 000 | 0,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 299 364 | 3,41 | 15 597 | 17,07 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 13 896 | 98,23 | 724 | 124,84 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 6 973 | −42,72 | 363 | −35,18 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 76 676 | −4,80 | 3 995 | 7,77 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 5 712 | 298 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 12 | 1 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 581 964 | 105,64 | 30 320 | 133,68 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 11 383 | 67,03 | 593 | 89,46 | ||||
| 2025-05-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 13 800 | −20,69 | 635 | −26,93 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 201 811 | −10,75 | 11 | 0,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 23 553 | −39,56 | 1 227 | −31,57 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 26 876 | 1 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 38 568 | 2 009 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 7 331 | 382 | ||||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 38 | 2 | ||||||
| 2025-05-01 | 13F | WESPAC Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 11 400 | 35,71 | 525 | 25,06 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 000 | 0,00 | 52 | 30,00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 4 620 | 241 | ||||||
| 2025-05-06 | 13F | Advisors Preferred, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 5 372 | 0,00 | 280 | 12,96 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 37 552 | −0,85 | 1 956 | 12,28 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 31 186 | −3,15 | 1 625 | 1,00 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 9 660 | 2,22 | 503 | 15,90 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 242 | 943,70 | 65 | 1 180,00 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 96 021 | 5 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 37 104 | 42,82 | 1 933 | 61,76 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 31 296 | 0,01 | 1 631 | 13,19 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 10 693 | 14,84 | 557 | 30,14 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 35 891 | 64,92 | 1 934 | 93,21 | ||||
| 2025-08-04 | 13F | ELCO Management Co., LLC | 9 050 | −0,55 | 472 | 12,68 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 20 000 | 1 042 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 600 | 0,00 | 31 | 14,81 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 2 750 | 0,00 | 143 | 13,49 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 286 865 | −69,11 | 14 946 | −65,03 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 33 460 | −23,83 | 1 743 | −13,76 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 35 105 | −16,34 | 1 829 | −5,33 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 29 180 | 58,72 | 1 536 | 81,44 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 35 795 | 12,55 | 1 865 | 27,41 | ||||
| 2025-05-02 | 13F | SeaBridge Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Luminist Capital LLC | 1 095 | 0,00 | 57 | 12,00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 157 862 | −0,57 | 8 225 | 12,57 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 699 173 | 100,54 | 36 427 | 127,04 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 475 445 | 50,62 | 24 657 | 70,37 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 8 678 | 452 | ||||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 23 264 | 47,79 | 1 212 | 67,40 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 8 443 | −73,70 | 440 | −70,28 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 75 299 | 14,22 | 3 923 | 29,34 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 1 837 | −14,44 | 85 | −21,50 | ||||
| 2025-04-30 | 13F | BCJ Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 735 | 0,27 | 38 | 15,15 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 10 423 | −38,43 | 1 | |||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 39 399 | −3,18 | 2 053 | 9,62 | ||||
| 2025-08-14 | 13F | Ackerman Asset Management, LLC | 80 835 | 3,93 | 4 212 | 17,66 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 916 957 | −2,08 | 47 773 | 10,85 | ||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 145 | 45,00 | 8 | 75,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 142 853 | 4,02 | 7 443 | 17,75 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 80 351 | 37,02 | 4 186 | 55,15 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 25 968 | 59,95 | 1 367 | 82,86 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 143 441 | 33,76 | 7 473 | 51,43 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 9 359 | −11,49 | 488 | 0,21 | ||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 8 565 | 0,00 | 446 | 13,20 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 136 616 | 7 118 | ||||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 9 914 | 456 | ||||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 24 764 | 23,26 | 1 140 | 13,56 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 1 513 | 79 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 6 400 | 333 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 428 269 | −3,10 | 127 751 | 10,78 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 49 942 | 2 602 | ||||||
| 2025-08-12 | 13F | Centric Wealth Management | 3 780 | 206 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 15 103 | 0,69 | 787 | 13,91 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1 258 773 | 2,00 | 65 582 | 15,47 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 21 298 | 100,24 | 1 110 | 126,79 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 139 449 | −0,45 | 7 265 | 12,69 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 338 | 19 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 71 382 | 11,61 | 3 719 | 26,37 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 29 576 | −1,50 | 1 541 | 11,51 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 6 182 | −2,14 | 322 | 11,03 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 166 | 9 | ||||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 8 148 | 424 | ||||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 48 736 | 2 539 | ||||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 8 436 | 0,00 | 440 | 13,14 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 59 529 | 90,80 | 3 101 | 116,10 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 64 049 | 597,63 | 3 337 | 690,52 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 6 839 | 3,25 | 356 | 17,11 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 193 809 | −3,81 | 10 097 | 8,90 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 4 586 | 0,09 | 240 | 14,29 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 44 | 2 | ||||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 4 960 | 0,00 | 258 | 13,16 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 41 280 | −1,15 | 2 151 | 11,92 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 9 865 | 1 | ||||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 381 | 0,00 | 20 | 11,76 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 9 641 | 12,14 | 506 | 32,81 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 141 | 9,30 | 7 | 40,00 | ||||
| 2025-05-28 | NP | MFUL - Mindful Conservative ETF | 388 | −20,82 | 18 | −29,17 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 7 087 | 54,74 | 369 | 75,71 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 173 819 | −1,61 | 9 056 | 11,38 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 32 025 | −1,68 | 1 669 | 11,35 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 135 862 | 4,23 | 7 078 | 18,01 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 117 638 | −0,96 | 6 129 | 12,11 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 19 578 | −6,10 | 1 020 | 6,36 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 19 586 | 54,96 | 1 020 | 75,56 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1 853 | 13,26 | 97 | 28,00 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 167 415 | 37,50 | 8 722 | 55,67 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 1 250 | 65 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 9 629 | 230,67 | 502 | 273,88 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 8 130 | 0,00 | 424 | 13,10 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 65 279 | 1,87 | 3 401 | 15,37 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 15 447 | 805 | ||||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 19 055 | 8,88 | 993 | 23,23 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 4 120 | 215 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 5 297 | −15,40 | 276 | −4,17 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 20 629 | 23,92 | 1 075 | 40,21 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 86 187 | −16,90 | 4 490 | −5,91 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 1 200 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 11 700 | 610 | ||||||
| 2025-04-22 | 13F | Consolidated Planning Corp | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 973 | 140,84 | 51 | 177,78 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 38 537 | 0,78 | 2 008 | 14,10 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 194 724 | 12,61 | 10 145 | 27,50 | ||||
| 2025-08-06 | 13F | Metis Global Partners, LLC | 22 838 | 312,09 | 1 190 | 366,27 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 732 530 | 38,70 | 90 265 | 57,03 | ||||
| 2025-05-14 | 13F | CI Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 19 630 | 5,98 | 1 023 | 19,95 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 62 567 | 3 260 | ||||||
| 2025-08-08 | 13F | Creative Planning | 35 057 | 6,36 | 1 826 | 20,45 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 245 428 | 8,75 | 13 219 | 17,23 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 536 | −60,15 | 28 | −55,74 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 8 164 | 57,51 | 425 | 78,57 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 1 750 | 0,00 | 91 | 13,75 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 464 075 | 2,57 | 128 378 | 16,12 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 7 649 | 66,43 | 399 | 88,63 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 482 525 | 19,53 | 25 | 38,89 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 218 162 | 31,68 | 11 366 | 49,08 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4 397 | 43 870,00 | 229 | |||||
| 2025-07-17 | 13F | Park Place Capital Corp | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 83 827 | 142,08 | 4 367 | 174,14 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 97 386 | −6,45 | 5 074 | 5,91 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 13 006 | 678 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 47 347 | −84,29 | 2 467 | −82,22 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 331 025 | 14,04 | 17 246 | 18,93 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 8 415 | 0,72 | 438 | 14,06 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 550 | 0,00 | 29 | 12,00 | ||||
| 2025-08-27 | NP | XCOR - FundX ETF | 409 572 | 5,82 | 21 339 | 19,80 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 67 | 0,00 | 3 | 0,00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 58 581 | 9,38 | 3 052 | 23,86 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 16 761 | 50,86 | 873 | 70,84 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 68 936 | 11,67 | 3 592 | 26,44 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 350 | 0,00 | 18 | 12,50 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 67 962 | −57,50 | 3 541 | −51,89 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4 900 | −88,51 | 255 | −87,00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 750 | 0,00 | 39 | 14,71 | ||||
| 2025-07-16 | 13F | Cresta Advisors, Ltd. | 47 565 | −11,62 | 2 478 | 0,08 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 20 650 | −8,04 | 1 076 | −4,10 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 4 503 | −30,26 | 0 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 54 910 | −28,63 | 2 861 | −19,21 | ||||
| 2025-04-14 | 13F | Cedar Mountain Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 6 743 | 0,00 | 351 | 13,59 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 15 277 | 49,58 | 796 | 69,15 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 318 090 | 792,46 | 14 639 | 17,43 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 9 512 | 6,03 | 496 | 20,15 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 508 | −35,61 | 26 | −27,78 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 867 532 | 25,81 | 149 398 | 42,43 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 238 | 0,00 | 65 | 14,29 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 185 500 | 53,30 | 9 665 | 73,56 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 477 174 | 2,33 | 24 861 | 15,85 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 333 341 | 7,87 | 69 467 | 22,13 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 4 999 | 260 | ||||||
| 2025-07-15 | 13F | Retireful, LLC | 8 079 | −15,14 | 421 | −3,67 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 595 | 0,00 | 31 | 14,81 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 283 259 | 1 062,47 | 14 758 | 1 216,41 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 136 937 | −3,51 | 7 134 | 9,25 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 11 650 | 40,72 | 607 | 59,06 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 246 814 | 6,61 | 12 859 | 20,71 | ||||
| 2025-05-15 | 13F | Optiver Holding B.V. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 23 119 | 1 204 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 16 582 | −11,79 | 864 | 0,70 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 16 151 | 70,33 | 842 | 92,68 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 2 094 | 82,72 | 109 | 109,62 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 21 | 0,00 | 1 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 127 | 36,77 | 59 | 56,76 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 36 469 | 4,91 | 1 900 | 18,82 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3 748 | −24,25 | 195 | −12,56 | ||||
| 2025-08-14 | 13F | Fmr Llc | 42 928 | 1,37 | 2 237 | 14,78 | ||||
| 2025-05-08 | NP | SAPEX - Spectrum Advisors Preferred Fund Investor Class Shares | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 12 200 | −9,03 | 636 | 2,92 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 527 918 | 59,45 | 27 505 | 80,52 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 4 036 | −30,88 | 210 | −21,64 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 172 699 | 9,19 | 61 097 | 23,61 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 36 232 | 329,03 | 1 888 | 386,34 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 66 446 | 3,43 | 3 462 | 17,08 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 157 264 | 71,88 | 8 | 100,00 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 10 161 | 48,14 | 529 | 67,94 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 81 137 | 24,77 | 4 227 | 41,28 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 31 100 | 0,00 | 1 620 | 13,21 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 10 177 | 21,04 | 530 | 37,31 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 25 256 | 33,20 | 1 316 | 50,80 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 74 736 | −6,15 | 3 894 | 6,25 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 147 063 | 7 662 | ||||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 636 | 0,00 | 33 | 13,79 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 18 920 | 0,00 | 986 | 13,22 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 24 889 | 56,50 | 1 297 | 77,29 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 10 830 | −11,01 | 564 | 0,71 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 10 666 | 21,88 | 556 | 38,06 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 5 230 | 0,00 | 272 | 13,33 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 18 536 | −21,83 | 966 | −11,55 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 1 220 | −47,41 | 64 | −40,57 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 8 100 | 422 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 6 200 | 30,33 | 323 | 47,71 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 10 078 | 525 | ||||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 5 704 | 16,55 | 297 | 32,00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 66 551 | 66,85 | 3 467 | 88,94 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 12 619 | 1 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 084 518 | 3,88 | 56 503 | 17,60 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 23 752 | 150,21 | 1 237 | 183,72 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 477 772 | 21,20 | 24 892 | 37,22 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 791 812 | 3,59 | 41 | 17,14 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 12 526 | 52,85 | 653 | 72,94 | ||||
| 2025-05-15 | 13F | Alexis Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3 093 | −39,35 | 161 | −31,20 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 11 068 | 52,96 | 605 | 79,23 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 20 700 | −1,30 | 1 078 | 11,71 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 107 362 | 6,79 | 6 | 25,00 | ||||
| 2025-08-08 | 13F | Client First Capital LLC | 118 806 | 0,81 | 6 190 | 14,13 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 45 | 0,00 | 2 | 0,00 |
Other Listings
| US:XLG | 55,56 US$ |
