Grundläggande statistik
| Institutionella ägare | 414 total, 412 long only, 0 short only, 2 long/short - change of 14,01% MRQ |
| Genomsnittlig portföljallokering | 0.2734 % - change of 18,16% MRQ |
| Institutionella aktier (lång) | 38 044 133 (ex 13D/G) - change of 3,69MM shares 10,74% MRQ |
| Institutionellt värde (lång) | $ 1 541 278 USD ($1000) |
Institutionellt ägande och aktieägare
Global X Funds - Global X Artificial Intelligence & Technology ETF (US:AIQ) har 414 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 38,044,133 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, UBS Group AG, LPL Financial LLC, Bank Of Montreal /can/, Jpmorgan Chase & Co, Cetera Investment Advisers, Wealth Enhancement Advisory Services, Llc, Raymond James Financial Inc, and Northwestern Mutual Wealth Management Co .
Global X Funds - Global X Artificial Intelligence & Technology ETF (NasdaqGM:AIQ) 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%.
The share price as of September 11, 2025 is 47,18 / share. Previously, on September 12, 2024, the share price was 35,01 / share. This represents an increase of 34,76% over that period.
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.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
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
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.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 19 247 | 89,25 | 841 | 126,42 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21 584 | −16,62 | 943 | 0,21 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 14 162 | −31,46 | 619 | −17,71 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 5 364 | 234 | ||||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 247 077 | 6,05 | 54 485 | 27,36 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 3 173 | 331,70 | 139 | 430,77 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 23 622 | 77,48 | 1 032 | 113,22 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 15 107 | 34,60 | 660 | 73,42 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 49 700 | 16,67 | 2 171 | 40,15 | |||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 39 266 | 5,35 | 1 716 | 26,47 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 23 124 | 4,90 | 1 019 | 27,22 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 26 865 | 0,00 | 1 174 | 20,06 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 165 460 | 17,53 | 7 229 | 41,14 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 42 200 | −19,16 | 1 844 | −2,95 | |||
| 2025-08-04 | 13F | REDW Wealth LLC | 8 892 | −9,49 | 388 | 8,68 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 11 572 | 0,00 | 506 | 20,24 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 19 992 | 95,22 | 873 | 134,68 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 176 | 0,00 | 8 | 16,67 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 47 569 | −1,70 | 2 078 | 18,07 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 627 210 | 7,23 | 27 403 | 28,77 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 122 656 | −14,36 | 5 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 501 079 | −17,97 | 22 253 | 0,13 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 8 173 | 0,00 | 357 | 20,20 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 12 913 | 6,08 | 564 | 27,60 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 457 | 14,25 | 20 | 35,71 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 329 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 10 035 | 6,35 | 438 | 27,70 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 5 040 | 220 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Fundamentun, Llc | 24 354 | −1,77 | 1 064 | 18,09 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 11 000 | 0,00 | 481 | 20,00 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 13 354 | 13,79 | 583 | 36,85 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 33 980 | 89,95 | 1 485 | 128,31 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 5 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 103 607 | 69,30 | 4 527 | 103,32 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 12 217 | 41,74 | 539 | 71,88 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 4 731 | 207 | ||||||
| 2025-07-11 | 13F | Adirondack Trust Co | 7 022 | 0,00 | 307 | 20,00 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 59 092 | 10,99 | 2 582 | 33,32 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 78 952 | 5,35 | 3 449 | 26,52 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 30 520 | 33,97 | 1 333 | 60,99 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 315 | 14 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 149 787 | 20,54 | 6 544 | 44,78 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 317 982 | 13,44 | 13 893 | 36,24 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 11 393 | 3,01 | 498 | 23,63 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 26 070 | 3,89 | 1 139 | 24,78 | ||||
| 2025-08-07 | 13F | PFG Advisors | 6 054 | −3,90 | 264 | 15,28 | ||||
| 2025-05-19 | 13F | Ubs Asset Management Americas Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 6 028 | 304,56 | 263 | 387,04 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1 800 | 0,00 | 65 | −5,80 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 6 407 | 280 | ||||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 265 972 | 4,13 | 11 620 | 25,05 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 8 973 | 392 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 21 763 | 135,56 | 951 | 180,24 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7 628 | 10,57 | 334 | 33,20 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 9 401 | 41,37 | 411 | 70,12 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 14 755 | −1,82 | 645 | 17,95 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 4 998 | −22,39 | 218 | −6,84 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 746 660 | 24,27 | 32 622 | 49,24 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 103 | 4 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 131 | 28,38 | 49 | 53,13 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 900 | 1 700,00 | 39 | 3 800,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7 318 | 9,68 | 320 | 31,82 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 953 | 260 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 20 833 | −62,36 | 911 | −54,74 | ||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 125 094 | 65,35 | 5 465 | 98,58 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 41 284 | −12,28 | 1 804 | 5,32 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12 588 | 550 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 7 992 | −24,33 | 350 | −9,11 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 526 255 | 2,45 | 22 279 | −58,89 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 9 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 97 | 20,00 | ||||||
| 2025-07-25 | 13F | Clarendon Private LLC | 15 714 | 0,00 | 687 | 20,14 | ||||
| 2025-05-08 | 13F | RVW Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Grange Capital, LLC | 32 664 | −2,55 | 1 427 | 17,06 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 6 431 | 0,39 | 281 | 13,36 | ||||
| 2025-05-14 | 13F | Cornerstone Select Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 18 759 | 682 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 141 | 0,00 | 6 | 20,00 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 409 | −3,76 | 18 | 13,33 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 443 374 | −7,30 | 19 371 | 7,56 | ||||
| 2025-03-28 | NP | DYNI - IDX DYNAMIC INNOVATION ETF | 129 616 | −40,52 | 5 243 | −34,22 | ||||
| 2025-07-21 | 13F | Grassi Investment Management | 23 683 | 3,16 | 1 | |||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 62 979 | −1,83 | 2 751 | 17,92 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 565 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | K2 Principal Fund, L.p. | Put | 0 | −100,00 | 0 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 600 | 26 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 8 805 | 5,32 | 385 | 26,32 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 41 793 | 5,56 | 1 826 | 26,74 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 1 535 | 66 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 10 560 | 69,64 | 461 | 103,98 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 2 400 | 26,32 | 105 | 50,72 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 7 374 | 0,00 | 322 | 20,15 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 60 001 | 2 621 | ||||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 25 | 1 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5 429 | 237 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 920 | 870,10 | 128 | 1 170,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 98 273 | 83,36 | 4 294 | 120,27 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 100 | 4 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3 323 901 | 19,36 | 145 221 | 43,35 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 19 489 | 89,31 | 851 | 127,54 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 6 442 | 281 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 66 743 | 2 916 | ||||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 12 642 | 16,00 | 552 | 39,39 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 690 | 30 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 280 | 12 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4 900 | 214 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 20 294 | 67,24 | 887 | 89,32 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 10 221 | 4,34 | 447 | 25,28 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2 502 | 0 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1 182 | 1,11 | 52 | 21,43 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 7 546 | −7,18 | 338 | 13,09 | ||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 191 647 | −11,66 | 8 373 | 6,09 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 5 463 | 240 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 8 163 | 35,98 | 357 | 63,30 | ||||
| 2025-05-05 | 13F | FLC Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 137 360 | 22,82 | 6 001 | 38,88 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 100 | 0,00 | 4 | 33,33 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 200 | 0,00 | 9 | 14,29 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 22 683 | 15,52 | 991 | 38,80 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 7 640 | −13,08 | 334 | 4,39 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 8 650 | −11,28 | 378 | 6,78 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 4 729 | 207 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 10 571 | 462 | ||||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 12 | 0,00 | 1 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 38 480 | −41,14 | 1 681 | −33,37 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 123 | 5 | ||||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 4 390 | 4,52 | 192 | 25,66 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 10 669 | −52,53 | 466 | −42,96 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 542 | 0,00 | 24 | 21,05 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 7 396 | 323 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 590 139 | −7,39 | 26 | 8,70 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 209 | 20,11 | 9 | 50,00 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 12 639 | 552 | ||||||
| 2025-07-22 | 13F | James Reed Financial Services, Inc. | 32 303 | 37,36 | 1 411 | 65,03 | ||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 142 294 | −2,88 | 6 217 | 16,64 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 20 467 | 4,75 | 1 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 595 | −71,44 | 26 | −66,67 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 44 214 | 100,00 | 1 932 | 140,17 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 11 860 | 518 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 8 398 | 2,53 | 367 | 23,23 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 8 292 | 0,08 | 362 | 20,27 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3 304 892 | 2,51 | 144 391 | 23,11 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 11 384 | 22,74 | 497 | 47,48 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 42 712 | −3,99 | 1 866 | 15,33 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 7 582 | 17,86 | 332 | 41,45 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 542 946 | 1,25 | 285 861 | 21,60 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 300 | 0,00 | 11 | −9,09 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 477 | 21 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 38 163 | 15,02 | 1 668 | 38,11 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 8 231 | 18,18 | 360 | 41,90 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 8 777 | −10,23 | 383 | 7,89 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18 559 | 14,46 | 811 | 36,82 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 115 | 15,00 | 5 | 66,67 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6 875 | −1,73 | 300 | 18,58 | ||||
| 2025-05-14 | 13F | Ameriprise Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 9 300 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 21 323 | 932 | ||||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 5 155 | 225 | ||||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 13 732 | 600 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 193 696 | 27,42 | 8 463 | 53,02 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 34 895 | 78,92 | 1 525 | 114,95 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 892 842 | 19,65 | 126 388 | 43,69 | ||||
| 2025-08-14 | 13F | Fmr Llc | 12 487 | −7,37 | 546 | 11,22 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31 601 | 1 381 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 168 | 0,00 | 7 | 16,67 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 788 | 78 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6 186 | −2,27 | 270 | 35,68 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 23 793 | 10,31 | 1 040 | 32,53 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 8 131 | −8,96 | 356 | 9,57 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 10 630 | 10,90 | 464 | 33,33 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 38 957 | 3,00 | 1 702 | 23,69 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 28 858 | −11,77 | 1 261 | 5,97 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 5 309 | −6,22 | 232 | 12,68 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 24 905 | 11,20 | 1 088 | 33,66 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 50 | 0,00 | 2 | 100,00 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 12 684 | −22,82 | 554 | −7,20 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 163 156 | 168,47 | 7 128 | 222,53 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 23 302 | 6,95 | 1 018 | 28,54 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 7 163 | 15 471,74 | 313 | 31 100,00 | ||||
| 2025-08-12 | 13F | Main Management LLC | 1 518 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 16 420 | 717 | ||||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 225 | −54,36 | 10 | −47,06 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2 694 | −12,30 | 118 | 5,41 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 8 371 | 366 | ||||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 5 843 | 255 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 500 | 100,00 | 22 | 133,33 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15 353 | 168,74 | 671 | 223,67 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 15 735 | 18,85 | 687 | 42,83 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 123 703 | −47,04 | 5 405 | −36,68 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 451 | 81,85 | 20 | 111,11 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 67 446 | −15,27 | 2 947 | 1,76 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 4 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 135 | 78,74 | 50 | 113,04 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 30 017 | 58,74 | 1 311 | 90,83 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 58 879 | 12,33 | 2 572 | 34,94 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8 324 | −0,23 | 364 | 19,80 | ||||
| 2025-07-30 | NP | GXDW - Global X Thematic Growth ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 49 472 | 1 994 | ||||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 10 580 | −2,78 | 462 | 16,96 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 57 798 | 0,38 | 2 525 | 20,58 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 84 344 | 30,63 | 3 658 | 55,07 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 65 | 3 | ||||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 40 715 | 10,73 | 1 779 | 32,98 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 203 | 0,00 | 9 | 14,29 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 110 | −17,91 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 642 494 | −14,39 | 28 070 | 2,81 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 31 720 | 1 386 | ||||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 65 306 | 2 853 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 37 881 | 124,59 | 1 655 | 169,98 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 5 105 | 223 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 19 987 | −45,28 | 873 | −34,26 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 51 | 0,00 | 2 | 100,00 | ||||
| 2025-08-12 | 13F | Clear Street Markets Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 74 | 0,00 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 25 562 | 0,62 | 1 117 | 20,78 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 159 | 7 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 4 | 0 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 9 089 | −50,73 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 24 990 | 49,44 | 1 092 | 79,44 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 6 280 | −1,23 | 274 | 18,61 | ||||
| 2025-05-08 | 13F | Main Street Financial Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 74 649 | 9,67 | 3 261 | 31,70 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 505 | 0,00 | 22 | 22,22 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 10 478 | −41,14 | 456 | −29,68 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 32 | 1 | ||||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 27 698 | 104,41 | 1 210 | 145,93 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 32 601 | 4,82 | 1 424 | 25,91 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3 525 | 42,31 | 154 | 71,11 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1 000 | 0,00 | 44 | 19,44 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 119 189 | 38,78 | 5 207 | 66,68 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 6 248 | 0,00 | 273 | 19,82 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 28 800 | −11,38 | 1 258 | 6,43 | ||||
| 2025-07-11 | 13F | Global X Japan Co., Ltd. | 109 186 | 1,58 | 4 770 | 21,99 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 4 963 | 217 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3 560 | −0,70 | 156 | 19,23 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 14 097 | 11,11 | 616 | 33,41 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 764 580 | −2,36 | 33 642 | 18,09 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 728 | 0,00 | 32 | 19,23 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 590 437 | 131,47 | 25 796 | 178,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 6 700 | 178 | ||||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 1 150 | −2,13 | 50 | 19,05 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 22 793 | 103,20 | 996 | 143,87 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1 858 | 0,00 | 81 | 20,90 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 80 828 | −0,02 | 3 531 | 20,06 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 5 572 | 244 | ||||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 170 | 0,00 | 6 | 0,00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 100 | 4 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 150 | 233,33 | 7 | 500,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 39 189 | 25,79 | 1 712 | 51,10 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 48 | 2 | ||||||
| 2025-08-08 | 13F | L & S Advisors Inc | 30 432 | 14,97 | 1 330 | 38,15 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 7 208 | 59,89 | 315 | 91,46 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 14 205 | 6,80 | 621 | 28,36 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10 636 | 18,10 | 465 | 40,61 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 6 336 | 74,26 | 277 | 109,09 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 859 766 | 45,22 | 37 563 | 74,40 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Operose Advisors LLC | 30 | 0,00 | 1 | 0,00 | ||||
| 2025-05-29 | NP | Connetic Venture Capital Access Fund | 33 870 | 20,53 | 1 232 | 13,55 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 15 000 | −29,25 | 655 | −15,05 | ||||
| 2025-05-14 | 13F | Congress Wealth Management LLC / DE / | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 21 299 | 96,99 | 932 | 136,90 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 5 930 | −5,27 | 229 | 0,88 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 2 533 | 0,00 | 111 | 19,57 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 738 736 | −5,63 | 32 275 | 13,34 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 15 944 | −3,77 | 697 | 15,61 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 5 786 | 5,09 | 253 | 26,00 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 4 675 | 204 | ||||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 24 662 | −2,34 | 1 077 | 17,32 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 5 889 | 257 | ||||||
| 2025-08-14 | 13F | Prudent Investors Network | 231 577 | 1,17 | 10 118 | 21,50 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8 311 | −50,41 | 363 | −40,39 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 407 | 138,01 | 0 | |||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 15 453 | 0,00 | 562 | 0,00 | ||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Novem Group | 99 416 | 10,65 | 4 344 | 32,89 | ||||
| 2025-08-14 | 13F | Hancock Prospecting Pty Ltd | 47 344 | 0,00 | 2 068 | 20,09 | ||||
| 2025-05-12 | 13F | Hirtle Callaghan & Co LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 62 432 | 5,77 | 2 728 | 27,01 | ||||
| 2025-05-08 | 13F | Howard Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 395 851 | 18,58 | 17 156 | 41,25 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 5 467 | 239 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 57 410 | 163,94 | 2 508 | 217,07 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 7 519 | 0,00 | 329 | 20,15 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 6 058 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 19 787 | 15,17 | 864 | 38,24 | ||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 14 599 | −32,93 | 638 | −19,47 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 7 161 | −5,53 | 313 | 13,45 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 90 716 | −6,89 | 3 963 | 11,82 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 13 418 | 612 | ||||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 27 580 | 1 205 | ||||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 143 416 | 0,00 | 6 266 | 20,09 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 7 093 | −0,01 | 310 | 19,77 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 3 671 | 0,00 | 134 | −5,67 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 205 032 | 7,17 | 9 | 33,33 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 190 | 18,01 | 8 | 60,00 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 18 030 | −1,10 | 788 | 18,70 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 7 815 | 120,45 | 341 | 166,41 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 533 079 | −10,12 | 23 | 9,52 | ||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 11 715 | 0,00 | 1 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 54 210 | 101,70 | 2 368 | 142,37 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 24 157 | −13,43 | 1 | 0,00 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 1 829 | 37,83 | 80 | 64,58 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11 784 | 515 | ||||||
| 2025-04-15 | 13F | Collier Financial | 1 361 | 0,00 | 50 | −5,77 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 9 311 | 407 | ||||||
| 2025-05-13 | 13F | UBS Group AG | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-05-06 | 13F | Advisors Preferred, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F/A | Pitcairn Co | 28 506 | 0,00 | 1 245 | 20,06 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 60 342 | 0,00 | 2 636 | 20,09 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 15 466 | 0,00 | 676 | 20,11 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 541 | 24 | ||||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 5 440 | 238 | ||||||
| 2025-04-21 | 13F | Trivant Custom Portfolio Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 65 247 | 10,54 | 2 851 | 32,74 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 8 220 | 7,17 | 359 | 28,67 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 962 | −5,58 | 86 | 13,33 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 9 912 | −38,40 | 433 | −25,98 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 469 133 | 22,74 | 20 496 | 47,41 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 22 578 | 1,15 | 986 | 21,43 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 33 454 | −1,92 | 1 462 | 17,82 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 31 606 | −56,78 | 1 | −50,00 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 795 | 0,00 | 35 | 21,43 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 647 | 52 840,00 | 116 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 64 740 | 0,83 | 2 796 | 18,73 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 10 396 | −0,81 | 454 | 19,16 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 148 | 0,00 | 6 | 20,00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 550 | 0,00 | 24 | 20,00 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 107 995 | 15,22 | 4 718 | 38,40 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 15 355 | 1 107,15 | 671 | 1 356,52 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 15 850 | −22,11 | 692 | −6,49 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 5 981 | −0,76 | 261 | 19,18 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 401 | 0,00 | 18 | 21,43 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 111 155 | 970,44 | 4 856 | 1 110,97 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 73 145 | 23,64 | 3 196 | 48,47 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 43 875 | 4,54 | 1 955 | 28,11 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 35 831 | 10,29 | 1 565 | 32,51 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 3 217 | 0,00 | 141 | 19,66 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 3 480 | 152 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 10 729 | 12,46 | 469 | 34,87 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 6 002 | 262 | ||||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 3 582 | 0,00 | 156 | 20,00 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 200 | 0,00 | 9 | 14,29 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 110 | 0,00 | 5 | 0,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 77 992 | −2,83 | 3 407 | 16,68 | ||||
| 2025-09-10 | 13F | WT Wealth Management | 11 037 | −0,13 | 482 | 19,90 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 1 450 | 0,00 | 0 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 6 490 | 284 | ||||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 4 824 | 211 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 620 | 24,00 | 27 | 50,00 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3 789 | 166 | ||||||
| 2025-07-11 | 13F | Grove Bank & Trust | 2 735 | 0,00 | 119 | 20,20 | ||||
| 2025-07-28 | 13F | Granite Group Advisors, LLC | 4 800 | 210 | ||||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 13 972 | −30,05 | 610 | −15,98 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 21 081 | 0,00 | 921 | 20,23 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 40 463 | 1 768 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 29 700 | 32,06 | 1 298 | 58,56 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 228 449 | −1,81 | 9 981 | 17,91 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 20 235 | −1,08 | 884 | 18,82 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 12 323 | 40,82 | 553 | 73,90 | ||||
| 2025-05-07 | 13F | Vantage Financial Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 24 290 | 5,20 | 1 061 | 26,31 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 18 203 | 16,47 | 795 | 39,96 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 30 470 | −8,78 | 1 331 | 9,55 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 19 383 | 122,21 | 847 | 166,88 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12 583 | 4,01 | 550 | 24,77 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 256 | −10,18 | 11 | 10,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 400 000 | 17 476 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3 471 | 152 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 7 348 | 2,94 | 321 | 23,94 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 7 540 | 0,24 | 329 | 20,51 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 114 253 | 3,30 | 4 992 | 24,06 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 47 935 | 20,46 | 2 094 | 44,71 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 300 | 0,00 | 13 | 30,00 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 6 778 | 3,83 | 0 | |||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 22 158 | 959 | ||||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 230 | 10 | ||||||
| 2025-07-29 | 13F | Ballast, Inc. | 4 729 | 207 | ||||||
| 2025-07-14 | 13F | Seascape Capital Management | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 466 | 15,80 | 64 | 39,13 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 13 549 | 9,98 | 592 | 31,92 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 19 114 | 835 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 18 038 | 17,43 | 788 | 41,22 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 6 237 | 4,18 | 272 | 25,35 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 38 419 | 1 679 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 54 253 | 111,66 | 2 | |||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 156 390 | 62,93 | 6 840 | 95,88 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 8 970 | 4,78 | 379 | 21,54 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 4 767 | −77,35 | 208 | −72,81 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6 506 | −5,79 | 284 | 13,15 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 100 | 0,00 | 4 | 33,33 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 10 200 | 446 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 18 156 | −15,24 | 1 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 7 130 | 10,89 | 311 | 33,48 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 25 693 | −15,65 | 1 123 | 1,26 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 5 885 | 257 | ||||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 4 616 | 202 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 415 | 0,00 | 18 | 20,00 | ||||
| 2025-08-13 | 13F | Pictet Asset Management Holding SA | 65 000 | 2 840 | ||||||
| 2025-08-15 | 13F | Harvest Fund Management Co., Ltd | 242 | −83,74 | 0 | |||||
| 2025-05-15 | 13F | Alliancebernstein L.p. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 74 065 | −49,79 | 3 236 | −39,71 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 150 | 0,00 | 6 | 20,00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 143 214 | 6 257 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 50 | 2 | ||||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 2 000 | 0,00 | 87 | 20,83 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5 707 | −42,71 | 249 | −31,22 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 16 065 | 718 | ||||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 610 | 1,67 | 27 | 23,81 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 27 765 | 1,81 | 1 213 | 22,28 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 78 | 0,00 | 3 | 50,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 21 212 | 927 | ||||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6 446 | 284,84 | 282 | 339,06 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5 443 | 238 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 15 706 | 30,15 | 1 | |||||
| 2025-07-07 | 13F | HMS Capital Management, LLC | 194 721 | 8,30 | 8 507 | 47,10 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 31 550 | 6,95 | 1 148 | −2,88 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 280 | −82,64 | 12 | −79,31 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 25 468 | 51,03 | 1 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2 479 | −71,69 | 108 | −66,04 | ||||
| 2025-07-28 | 13F | Essex LLC | 33 477 | 3,79 | 1 463 | 24,64 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 71 567 | 15,07 | 3 127 | 38,20 | ||||
| 2025-04-30 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 7 113 | 0,00 | 311 | 20,16 | ||||
| 2025-05-13 | 13F | BKD Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 219 119 | 29,06 | 9 573 | 55,00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 221 | 10 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 30 595 | −75,49 | 1 340 | −70,51 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 26 100 | 163,64 | 1 140 | 216,67 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 33 343 | 21,01 | 1 457 | 45,31 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 34 700 | 1 516 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 529 233 | 18,76 | 23 122 | 42,62 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 47 805 | −9,24 | 2 089 | 8,98 | ||||
| 2025-07-23 | 13F | Birinyi Associates Inc | 11 048 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 367 | 0,00 | 60 | 20,41 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 19 284 | 7,77 | 841 | 28,83 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 112 336 | 4 908 | ||||||
| 2025-07-09 | 13F | David J Yvars Group | 20 875 | −69,16 | 912 | −62,96 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 10 507 | 460 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 4 685 | 44,15 | 205 | 72,88 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 11 062 | 3,27 | 402 | −2,66 |
