Grundläggande statistik
| Institutionella ägare | 755 total, 748 long only, 1 short only, 6 long/short - change of −0,13% MRQ |
| Genomsnittlig portföljallokering | 0.4071 % - change of −18,01% MRQ |
| Institutionella aktier (lång) | 106 137 077 (ex 13D/G) - change of 3,24MM shares 3,15% MRQ |
| Institutionellt värde (lång) | $ 4 878 750 USD ($1000) |
Institutionellt ägande och aktieägare
ALPS ETF Trust - Alerian MLP ETF (US:AMLP) har 755 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 106,137,077 aktier. Största aktieägare inkluderar Morgan Stanley, Bank Of America Corp /de/, Goldman Sachs Group Inc, Wells Fargo & Company/mn, Proficio Capital Partners LLC, UBS Group AG, Allen Investment Management LLC, LPL Financial LLC, Raymond James Financial Inc, and Creative Planning .
ALPS ETF Trust - Alerian MLP ETF (ARCA:AMLP) 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 8, 2025 is 47,47 / share. Previously, on September 9, 2024, the share price was 46,31 / share. This represents an increase of 2,50% 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.
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Important Note
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Principal Securities, Inc. | 7 952 | 7,82 | 389 | 9,30 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 216 359 | 80,58 | 10 571 | 69,87 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 120 878 | −7,10 | 5 906 | −12,61 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 14 558 | 13,70 | 711 | 15,42 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 2 280 | 111 | ||||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 37 954 | 0,17 | 1 854 | −5,74 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 41 861 | −5,03 | 2 045 | −10,66 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 808 | 0,00 | 39 | −4,88 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 153 057 | 19,41 | 105 199 | 12,33 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 988 | 517,50 | 48 | 500,00 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 46 035 | 15,67 | 2 249 | 8,81 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 43 703 | −9,94 | 2 135 | −15,28 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 7 769 | 0,04 | 380 | −5,96 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 22 527 | 1,71 | 1 101 | −4,35 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 5 738 | 0,03 | 280 | −5,72 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 7 003 | 0,50 | 342 | −5,26 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 137 519 | 98,44 | 6 719 | 86,69 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 114 918 | 111,33 | 5 615 | 98,80 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 4 822 | 236 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 25 930 | 0,02 | 1 267 | −5,94 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 20 932 | 2,35 | 1 023 | −3,77 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 51 711 | −0,23 | 2 527 | −6,13 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 591 | 0,00 | 29 | −6,67 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 18 | −91,74 | 1 | −100,00 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 380 575 | −6,53 | 18 595 | −12,07 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 13 853 | 1,07 | 677 | −4,92 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 84 915 | −7,81 | 4 149 | −13,29 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 10 750 | 0,00 | 525 | −5,91 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 500 | 0,00 | 24 | −4,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 791 | 0,00 | 39 | −7,32 | ||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2 141 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4 061 | 1,86 | 198 | −4,35 | ||||
| 2025-05-14 | 13F | Walleye Trading LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 11 150 | 0,00 | 545 | −6,04 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 10 262 | −0,87 | 501 | −6,70 | ||||
| 2025-08-18 | 13F | Brick & Kyle, Associates | 164 125 | 1,68 | 8 | −12,50 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 17 722 | 0,96 | 866 | −5,05 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 93 046 | −0,86 | 4 546 | −6,73 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 29 916 | 15,72 | 1 462 | 8,87 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 115 | 1,77 | 6 | 0,00 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 4 510 | −0,55 | 216 | 0,47 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 82 556 | −0,27 | 4 034 | −6,19 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 63 748 | 227 571,43 | 3 115 | 311 300,00 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 802 | 5,94 | 39 | 0,00 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 52 | −88,77 | 3 | −91,67 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 5 156 | −20,92 | 252 | −25,74 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 3 370 831 | 666,10 | 23 949 | 4,64 | ||||
| 2025-05-05 | 13F | Crestwood Advisors Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Southern Farm Bureau Life Insurance | 97 825 | 0,00 | 5 | −20,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 289 212 | 30,14 | 14 131 | 28,09 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 41 163 | 1,70 | 2 011 | −4,33 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 32 396 | −0,75 | 1 583 | −6,67 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 5 040 | 1,31 | 246 | −4,65 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 5 568 | 1,83 | 272 | −4,23 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 243 909 | 3,72 | 12 669 | 11,86 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 7 294 | 5,68 | 356 | −0,56 | ||||
| 2025-08-22 | 13F/A | TT Capital Management LLC | 20 095 | 982 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 5 506 | 0,00 | 269 | −5,61 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 88 912 | 183,79 | 4 344 | 166,99 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 90 860 | 0,61 | 4 | 0,00 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 25 288 | 0,69 | 1 236 | −5,29 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 29 970 | −4,95 | 1 464 | −10,57 | ||||
| 2025-08-13 | 13F | NINE MASTS CAPITAL Ltd | 10 100 | 493 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 830 | 12,62 | 41 | 5,26 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 25 859 | 0,00 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 26 378 | 17,25 | 1 289 | 10,27 | ||||
| 2025-08-14 | 13F | Rokos Capital Management LLP | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | UBS Group AG | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 4 500 | 1,99 | 0 | |||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 12 400 | 0,00 | 606 | −6,06 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 80 | 0,00 | 4 | −25,00 | ||||
| 2025-06-26 | NP | IMLAX - Transamerica Asset Allocation - Moderate Growth Portfolio A | 15 241 | 0,00 | 735 | −6,37 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 239 428 | −0,79 | 11 698 | −6,67 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 7 500 | −2,09 | 366 | −7,81 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 24 263 | −21,30 | 1 185 | −25,98 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 4 754 | 7,02 | 232 | 0,87 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 6 221 | −20,81 | 304 | −25,74 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 172 | 0,00 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Lavaca Capital Llc | Call | 27 200 | 1 329 | |||||
| 2025-07-23 | 13F | Regency Capital Management Inc.\DE | 100 112 | 1,46 | 4 891 | −4,55 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 15 031 | 10,59 | 734 | 4,11 | ||||
| 2025-08-19 | 13F | Marex Group plc | 16 260 | 794 | ||||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 15 438 | −0,80 | 754 | −6,68 | ||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 55 044 | 7,35 | 2 689 | 0,98 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 635 | 1,30 | 80 | −4,82 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 13 569 | 0,00 | 663 | −5,97 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 4 875 | 0,00 | 238 | −5,93 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 6 766 | 0,03 | 331 | −5,98 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 95 957 | 1,16 | 4 688 | −4,83 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 59 356 | 4,50 | 2 900 | −1,69 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 106 291 | 4,02 | 5 193 | −2,15 | ||||
| 2025-04-04 | 13F | Kings Path Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 4 335 | 1,31 | 212 | −4,95 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 152 722 | 7 390 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 6 318 | 0,00 | 309 | −6,10 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 14 386 | 0,08 | 703 | −5,90 | ||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 91 | 0,00 | 4 | 0,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 40 657 | 1,56 | 1 987 | −4,47 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 55 779 | 0,00 | 2 725 | −5,94 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 24 957 | −3,55 | 1 219 | −9,23 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 133 | 8,42 | 55 | 1,85 | ||||
| 2025-08-08 | 13F | Creative Planning | 2 260 339 | −0,39 | 110 440 | −6,30 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7 681 | 0 | ||||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 137 898 | 7,35 | 6 904 | 3,48 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 3 766 | 0,53 | 184 | −5,67 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 180 | −10,00 | 9 | −11,11 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 63 521 | −0,13 | 3 104 | −6,06 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 15 811 | 0,00 | 773 | 1,98 | ||||
| 2025-06-26 | NP | ICLAX - Transamerica Asset Allocation - Conservative Portfolio A | 5 000 | 0,00 | 241 | −6,23 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 38 235 | 3,23 | 1 868 | −2,86 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 19 739 | 0,00 | 964 | −5,95 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 13 618 | −0,92 | 665 | −6,73 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 1 260 | 0,00 | 62 | −6,15 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 7 270 130 | 2,95 | 355 219 | −3,15 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 10 000 | 0,00 | 489 | −5,97 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 80 352 | 61,14 | 3 926 | 51,58 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 14 554 | 17,18 | 711 | 10,23 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 216 673 | 6,87 | 10 587 | 0,53 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 23 585 | 0,00 | 1 152 | −5,96 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Anthracite Investment Company, Inc. | 12 000 | 6,76 | 586 | 0,51 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 21 693 | 0,00 | 1 060 | −5,95 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 10 299 | 24,79 | 503 | 17,52 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 30 015 | 7,22 | 1 467 | 0,83 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 14 895 | −12,45 | 728 | −17,67 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 5 383 | −72,77 | 263 | −74,37 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 12 200 | 3,87 | 596 | −2,30 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hara Capital LLC | 25 | −98,60 | 1 | −98,91 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 4 549 | −16,72 | 222 | −21,55 | ||||
| 2025-07-24 | 13F | Shikiar Asset Management Inc | 186 035 | −5,23 | 9 | −10,00 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 20 111 | −3,57 | 983 | −9,33 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 95 213 | −5,02 | 4 652 | −3,63 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 13 417 | 880,77 | 656 | 822,54 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 159 884 | 7,64 | 8 005 | 3,77 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 10 375 | 0,00 | 507 | −5,95 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 27 625 | 1,30 | 1 350 | −4,73 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 13 879 | 12,92 | 678 | 6,27 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 109 | 0,00 | 5 | 0,00 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 4 900 | −78,51 | 239 | −79,81 | |||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 4 731 | 0,21 | 231 | −5,71 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 135 366 | 7,50 | 6 614 | 1,13 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 229 163 | 4,56 | 11 197 | −1,65 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 26 300 | −0,13 | 1 285 | −6,00 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 84 067 | 9,75 | 4 108 | 3,24 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 38 841 | 0,26 | 1 898 | −5,72 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 84 578 | −4,51 | 4 132 | −10,17 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 7 100 | 347 | ||||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 400 | 20 | ||||||
| 2025-08-14 | 13F | Dividend Asset Capital, Llc | 8 309 | −11,71 | 406 | −17,01 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 77 264 | 2,08 | 3 775 | −3,97 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 28 634 | 52,26 | 1 399 | 43,34 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 81 301 | 2,42 | 3 972 | −3,64 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 016 728 | −8,37 | 49 678 | −13,81 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 32 572 | 1 591 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 208 | 10 | ||||||
| 2025-04-23 | 13F | Stephenson National Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 43 906 | 3,42 | 2 145 | −2,72 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1 547 | 0,00 | 76 | −6,25 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 16 565 | 72,57 | 809 | 62,45 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 167 696 | 42,53 | 8 194 | 34,07 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 4 854 | 1,46 | 237 | −4,44 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 51 179 | 6,48 | 2 501 | 0,16 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 171 | 0,00 | 8 | 0,00 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 4 900 | −79,41 | 239 | −80,66 | |||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 39 293 | 17,47 | 1 920 | 10,48 | ||||
| 2025-04-24 | 13F | Crescent Grove Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 261 798 | −12,23 | 262 | −12,42 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 84 769 | 13,54 | 4 142 | 6,81 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 277 | −52,68 | 258 | −55,61 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 8 890 | −26,47 | 434 | −30,78 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 70 313 | 2,51 | 3 436 | −3,51 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 88 781 | 6,33 | 4 338 | 0,02 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 570 | −3,09 | 77 | −9,52 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3 986 | 0,00 | 195 | −6,28 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 281 252 | −3,46 | 13 742 | −9,19 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Allen Wealth Management, Llc | 321 313 | 1,47 | 15 699 | −4,54 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 8 194 | −4,03 | 400 | −9,71 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 16 911 | 0,61 | 826 | −5,38 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 108 912 | −0,29 | 5 321 | −6,20 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 531 817 | 1,92 | 25 985 | −4,13 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1 750 | 0,00 | 86 | −5,56 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 18 894 | 923 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 1 720 | 0,00 | 84 | −5,62 | ||||
| 2025-08-19 | 13F | Continental Advisors Llc | 75 723 | 0,00 | 3 700 | −5,95 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 113 670 | 1,32 | 54 414 | −4,69 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 206 | 0,00 | 10 | 0,00 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 5 233 | 7,26 | 256 | 0,79 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 170 832 | 18,13 | 8 361 | 11,02 | ||||
| 2025-07-15 | 13F | Herbst Group, Llc | 104 650 | −1,38 | 5 113 | −7,22 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 216 | 0,00 | 11 | −9,09 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 54 090 | −0,92 | 2 643 | −6,81 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 28 852 | 0,00 | 1 410 | 8,38 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 15 953 | 3,59 | 779 | −2,50 | ||||
| 2025-07-31 | 13F | City State Bank | 837 | 0,00 | 41 | −6,98 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 944 | 0,00 | 95 | −6,00 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 72 703 | 0,13 | 3 552 | −5,81 | ||||
| 2025-08-07 | 13F | Richard C. Young & CO., LTD. | 4 773 | 0,63 | 233 | −5,28 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 122 174 | 1,21 | 5 969 | −4,80 | ||||
| 2025-07-14 | 13F | Edge Wealth Management LLC | 10 501 | −28,93 | 513 | −33,25 | ||||
| 2025-08-29 | NP | OneAscent Capital Opportunities Fund | 8 100 | 22,73 | 396 | 15,50 | ||||
| 2025-08-11 | 13F | Truffle Hound Capital, LLC | 240 000 | 41,18 | 11 726 | 32,81 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 16 419 | −72,69 | 803 | −74,31 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 22 498 | 1 099 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 8 347 | 0,02 | 408 | −6,00 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 6 017 | −4,66 | 294 | −10,40 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 41 147 | 28,59 | 2 010 | 21,01 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 6 711 | −5,40 | 328 | −11,14 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 172 888 | −0,63 | 8 447 | −6,52 | ||||
| 2025-08-04 | 13F | Buckhead Capital Management Llc | 5 200 | −4,60 | 254 | −10,25 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 11 422 | 33,28 | 558 | 25,39 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 18 335 | 0,90 | 896 | 2,17 | ||||
| 2025-08-14 | 13F | FIL Ltd | 11 473 | 0,00 | 561 | −5,88 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 25 002 | −60,90 | 1 222 | −63,23 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 7 576 | 0,83 | 370 | −5,13 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 47 379 | −7,17 | 2 315 | −12,68 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1 020 | 0,00 | 50 | −5,77 | ||||
| 2025-08-14 | 13F | Punch & Associates Investment Management, Inc. | 87 344 | −39,53 | 4 268 | −43,12 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 9 | 0 | ||||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 8 323 | 407 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 111 563 | −26,80 | 5 451 | −31,15 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 1 300 | 0,00 | 64 | −5,97 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 35 731 | −42,41 | 1 746 | −45,84 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 33 314 | −4,35 | 1 628 | −10,01 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 6 440 | 6,76 | 315 | 0,32 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 6 609 | 2,01 | 321 | −4,76 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 125 | 0,00 | 6 | 0,00 | ||||
| 2025-04-07 | 13F | AdvisorNet Financial, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Financial Management Network Inc | 172 486 | 8 469 | ||||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 52 021 | 0,00 | 2 542 | −5,92 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 102 939 | −1,89 | 5 030 | −7,71 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 49 915 | 48,76 | 2 439 | 39,95 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Kercheville Advisors, LLC | 7 950 | −34,19 | 388 | −38,12 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 82 415 | −9,40 | 4 026 | −14,80 | ||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 16 202 | −4,62 | 792 | −10,32 | ||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 19 953 | 10,12 | 975 | 3,51 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 25 304 | −0,52 | 1 236 | −6,43 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 61 455 | 5,08 | 3 003 | −1,15 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 284 113 | 8,93 | 13 882 | 2,47 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 44 251 | 18,47 | 2 162 | 11,44 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 340 | 0,60 | 65 | −5,80 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9 111 | −18,70 | 445 | −23,54 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 33 060 | 19,09 | 2 | 0,00 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 701 | −10,76 | 83 | −15,31 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 5 191 | 0,00 | 254 | −5,95 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 38 625 | 1 887 | ||||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 12 086 | −30,87 | 591 | −35,02 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 7 070 | 0,00 | 345 | −5,99 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 207 777 | −4,76 | 10 152 | −10,41 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 13 282 | 1,47 | 649 | −4,57 | ||||
| 2025-04-09 | 13F | Chickasaw Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 228 688 | −51,50 | 11 174 | −54,38 | ||||
| 2025-08-12 | 13F | Cornerstone Select Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | 10Elms LLP | 1 150 | 0,00 | 56 | −5,08 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Crews Bank & Trust | 800 | 39 | ||||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 28 830 | 1,15 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 3 352 | 20,66 | 164 | 13,19 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 17 432 | −8,41 | 852 | −13,87 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 25 791 | 8,80 | 1 260 | 2,36 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 1 311 189 | 17,46 | 64 065 | 10,22 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 167 074 | −3,78 | 8 085 | −7,79 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 11 500 | 0,00 | 562 | −6,03 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 3 397 | 1 353 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 38 846 | 0,39 | 1 900 | −5,48 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 34 795 | 1 700 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 261 | 0,00 | 13 | −7,69 | ||||
| 2025-08-14 | 13F | Comerica Bank | 98 259 | −3,57 | 4 801 | −9,30 | ||||
| 2025-05-13 | 13F | Cibc World Markets Corp | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 36 687 | 6,61 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 98 976 | 6,33 | 4 836 | 0,02 | ||||
| 2025-05-15 | 13F | Texas Bank & Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | First Merchants Corp | 19 087 | −51,17 | 933 | −54,09 | ||||
| 2025-08-14 | 13F | Sig Brokerage, Lp | 25 000 | 1 222 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 88 151 | 0,60 | 4 307 | −5,36 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 4 160 | 0,00 | 203 | −6,02 | ||||
| 2025-07-16 | 13F | Kingsman Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 19 708 | −0,63 | 963 | −7,14 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 2 000 | 0,00 | 98 | −5,83 | ||||
| 2025-08-13 | 13F | Nbw Capital Llc | 6 400 | 313 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 6 129 | 19,54 | 301 | 12,78 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 10 173 | −2,81 | 499 | 2,46 | ||||
| 2025-08-13 | 13F | Barclays Plc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Fiduciary Family Office, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Easterly Investment Partners Llc | 35 318 | 0,00 | 1 726 | −5,94 | ||||
| 2025-08-14 | 13F | Summer Road Llc | 1 453 | 0,00 | 72 | −5,33 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Red Tortoise LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 4 732 | −7,49 | 231 | −12,83 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 11 920 | 14,40 | 582 | 7,58 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 168 | 0,00 | 9 | 0,00 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 5 | 0 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4 893 | 0,00 | 239 | −5,91 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 19 701 | 0,80 | 963 | −5,22 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 300 | 0,00 | 15 | −6,67 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 1 241 | −64,63 | 61 | −67,03 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 21 028 | 1 027 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 32 613 | 22,46 | 1 591 | 15,04 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 15 589 | 115,35 | 762 | 102,93 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 22 796 | −6,89 | 1 112 | −12,52 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 10 348 | 2,32 | 506 | −3,81 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 436 | −4,80 | 21 | −8,70 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 2 000 | 98 | ||||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 4 500 | 0,00 | 220 | −6,01 | ||||
| 2025-04-28 | 13F | Sageworth Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 415 086 | −10,52 | 20 281 | −15,83 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 26 396 | 56,94 | 1 290 | 47,65 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 41 428 | 5,69 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 29 526 | 11,52 | 1 443 | 4,87 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 13 817 | −14,58 | 675 | −19,64 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Providence First Trust Co | 37 827 | −0,05 | 1 848 | −5,95 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 672 | 0,00 | 33 | −5,88 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 15 696 | −89,96 | 767 | −90,56 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 660 | 32 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 29 434 | 16,25 | 1 438 | 9,35 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 14 890 710 | −2,05 | 727 560 | −7,86 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 400 | 0,00 | 20 | −5,00 | |||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 18 000 | −33,33 | 879 | −37,30 | |||
| 2025-07-17 | 13F | LVW Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 7 859 | 2,12 | 384 | −4,01 | ||||
| 2025-05-15 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 794 | 0,00 | 41 | 7,89 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 429 258 | 2,66 | 21 077 | −2,95 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 57 465 | 0,31 | 2 808 | −5,65 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 208 483 | 4,93 | 10 310 | 13,27 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 789 | −4,18 | 87 | −9,37 | ||||
| 2025-08-13 | 13F | McGowan Group Asset Management, Inc. | 15 237 | 0,03 | 744 | −5,94 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 13 355 | −8,27 | 653 | −13,76 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 21 126 | 27,06 | 1 032 | 19,58 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 11 835 | 0,00 | 578 | −5,86 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 7 549 227 | 3,05 | 368 855 | −3,06 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 20 711 | −91,62 | 1 012 | −92,12 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Financially Speaking Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 12 532 | −38,98 | 612 | −42,59 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 5 134 | 251 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 10 324 | −21,94 | 504 | −26,53 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 634 868 | 19,16 | 79 886 | 12,08 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 5 562 | 0,00 | 272 | −5,90 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 76 651 | 3 745 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 565 212 | 4,92 | 28 | 0,00 | ||||
| 2025-08-14 | 13F | Ripple Effect Asset Management LP | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 16 190 | −12,60 | 791 | −17,78 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 705 545 | 0,00 | 34 473 | −5,93 | ||||
| 2025-08-14 | 13F | Ripple Effect Asset Management LP | Put | 0 | −100,00 | 0 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 60 961 | −30,19 | 2 979 | −34,33 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 253 365 | 7,54 | 12 379 | 1,17 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 15 437 | 75,64 | 754 | 65,35 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 4 178 | 2,00 | 204 | −3,77 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 11 736 | −1,91 | 573 | −7,73 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 36 186 | −6,32 | 1 768 | −11,86 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 137 | 7 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Thompson Davis & Co., Inc. | 4 980 | 243 | ||||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 127 604 | 94,21 | 6 235 | 82,71 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 408 | 0,00 | 20 | −9,52 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8 390 | 0,10 | 412 | −0,72 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 26 342 | −0,88 | 1 287 | −6,74 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 32 446 | −6,55 | 1 585 | −7,69 | ||||
| 2025-08-14 | 13F | Fmr Llc | 43 965 | 29,74 | 2 148 | 22,05 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 12 049 | −13,87 | 589 | −19,01 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 206 | 0,00 | 10 | 0,00 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 395 | 0,00 | 19 | −5,00 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 7 365 | 383 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 234 564 | −3,83 | 11 461 | −9,54 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 6 065 | 0,00 | 297 | −5,73 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 20 150 | −7,37 | 985 | −12,84 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 729 278 | 8,00 | 35 668 | 1,68 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 26 | 0,00 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 8 892 | −28,50 | 434 | −32,71 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 4 951 | 0,00 | 240 | −7,36 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 834 | 0,00 | 41 | −6,98 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 65 783 | 7,97 | 3 214 | 1,58 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 6 812 | 6,60 | 333 | 0,30 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 17 438 | −3,44 | 852 | −9,17 | ||||
| 2025-08-14 | 13F | York Capital Management Global Advisors, LLC | Put | 120 000 | 0,00 | 5 863 | −5,92 | |||
| 2025-08-14 | 13F | UBS Group AG | 3 275 284 | −3,49 | 160 030 | −9,22 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 19 099 | −2,75 | 933 | −8,53 | ||||
| 2025-05-13 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 9 168 | 0,42 | 448 | −5,70 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 67 042 | −2,72 | 3 276 | −8,49 | ||||
| 2025-08-05 | 13F | Bard Associates Inc | 11 554 | 4,81 | 565 | −1,40 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 6 868 | 2,11 | 336 | −4,01 | ||||
| 2025-08-07 | 13F | Nwam Llc | 38 585 | 50,04 | 1 922 | 43,90 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 22 442 | −9,81 | 1 096 | −15,17 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 57 266 | 2,08 | 2 798 | −3,95 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 42 598 | 4,27 | 2 081 | −1,89 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 30 669 | 249,54 | 1 498 | 229,23 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 25 | 0,00 | 1 | 0,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 52 799 | 8,53 | 2 580 | 2,10 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 17 064 | 0,00 | 834 | −5,98 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 41 362 | −1,25 | 2 021 | −7,13 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 155 | 0,00 | 0 | |||||
| 2025-08-27 | NP | MUHLX - Muhlenkamp Fund Institutional Class Shares | 174 245 | 0,00 | 8 514 | −5,93 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 3 207 | 8,45 | 157 | 1,96 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 15 511 | −49,61 | 758 | −52,63 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 50 768 | 63,29 | 2 481 | 53,66 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 28 910 | 0,00 | 1 | 0,00 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 3 690 | −24,15 | 192 | −18,38 | ||||
| 2025-04-22 | 13F | Childress Capital Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 168 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 118 344 | 10,99 | 5 782 | 4,41 | ||||
| 2025-07-29 | 13F | Stableford Capital Ii Llc | 7 358 | 0,00 | 361 | 1,12 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 18 178 | 0,75 | 888 | −5,23 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 28 116 | 4,50 | 1 374 | −1,72 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 9 858 | 2,06 | 482 | −3,99 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 8 375 | −46,06 | 409 | −49,26 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 531 882 | 0,26 | 25 988 | −5,69 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 2 100 | 0,00 | 103 | −6,42 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 32 422 | −3,17 | 1 684 | 4,47 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 856 674 | 60,44 | 41 857 | 50,93 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 357 | 0,00 | 17 | −5,56 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 18 816 | 921 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 149 872 | −0,94 | 7 323 | −6,82 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 284 919 | 182,34 | 13 921 | 165,62 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 10 629 | 23,12 | 519 | 15,85 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 307 188 | 0,68 | 15 955 | −0,03 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 715 784 | 5,95 | 132 693 | −0,33 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 707 | −50,94 | 35 | −54,05 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 51 681 | 282,85 | 2 525 | 260,20 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 9 976 | −4,07 | 487 | −9,81 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 2 000 | 0,00 | 98 | −5,83 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 14 412 | 0,00 | 704 | −5,88 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 83 538 | −7,92 | 4 082 | −13,39 | ||||
| 2025-05-01 | 13F | Rational Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 201 008 | 0,77 | 9 821 | −5,20 | ||||
| 2025-08-11 | 13F | AXS Investments LLC | 37 666 | 28,49 | 1 840 | 20,89 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 543 | 0,00 | 27 | −7,14 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 8 726 | 0,00 | 426 | −5,96 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 18 218 | 3,79 | 890 | −2,31 | ||||
| 2025-08-13 | 13F | Botty Investors LLC | 46 325 | 0,00 | 2 263 | −5,94 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 140 700 | 32,40 | 6 863 | 24,35 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 1 074 933 | 1,08 | 52 521 | −4,91 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 11 709 | 572 | ||||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 15 148 | 0,00 | 740 | −5,85 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 180 719 | 21,47 | 8 830 | 14,26 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 260 | 13 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 57 024 | −1,24 | 2 786 | −7,07 | ||||
| 2025-04-30 | 13F | Cooper Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 9 214 | −52,19 | 459 | −51,69 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 13 259 | 34,35 | 648 | 26,37 | ||||
| 2025-08-25 | NP | TINIX - AXS Tactical Income Fund Class I Shares | 37 666 | 28,49 | 1 840 | 20,89 | ||||
| 2025-08-13 | 13F | Capula Management Ltd | 29 345 | 331,54 | 1 434 | 305,95 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 87 276 | 2,04 | 4 264 | −4,01 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 23 071 | 1,34 | 1 127 | −4,65 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 5 600 | −8,20 | 274 | −13,61 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 30 600 | −6,98 | 1 495 | −12,47 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 149 | 7 | ||||||
| 2025-08-12 | 13F | Clear Street Markets Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 8 289 | 0,00 | 405 | −6,05 | ||||
| 2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 5 103 | 0,00 | 249 | −6,04 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 119 | 6 | ||||||
| 2025-07-29 | 13F | Violich Capital Management, Inc. | 253 290 | −11,60 | 12 376 | 88 292,86 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 238 | 85,94 | 12 | 83,33 | ||||
| 2025-06-26 | NP | IAAAX - Transamerica Asset Allocation - Growth Portfolio A | 9 720 | 0,00 | 469 | −6,59 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 181 556 | 11,33 | 8 871 | 4,72 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 21 543 | 1,11 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | Call | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 443 975 | 5,02 | 21 693 | −1,21 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 8 866 | 3,85 | 433 | −2,26 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5 141 | 88,32 | 251 | 78,01 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 55 946 | −3,47 | 2 734 | −9,20 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 7 100 | 0,00 | 369 | 7,92 | ||||
| 2025-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 8 800 | −4,14 | 430 | −9,87 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 170 239 | 3,33 | 8 318 | −2,79 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 12 560 | −4,87 | 614 | −10,51 | ||||
| 2025-08-14 | 13F | Douglass Winthrop Advisors, LLC | 10 000 | 0,00 | 489 | −5,97 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 16 465 | −1,20 | 804 | −7,05 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | Put | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4 035 | 908,75 | 197 | 885,00 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 21 758 | 68,84 | 1 063 | 58,89 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 27 897 | 29,24 | 1 363 | 21,59 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 24 899 | −10,37 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 43 528 | 0,12 | 2 127 | −5,85 | ||||
| 2025-08-14 | 13F | Css Llc/il | Call | 300 | 15 | |||||
| 2025-08-14 | 13F | Css Llc/il | 4 156 | 203 | ||||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 425 | 0,00 | 21 | −9,09 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 109 435 | 5 347 | ||||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 5 350 | 261 | ||||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 311 637 | 93,75 | 15 227 | 82,26 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 5 150 | −10,43 | 256 | −7,58 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 26 | 1 | ||||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 245 | 0,00 | 12 | −8,33 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 2 215 | 0,00 | 108 | −6,09 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 75 309 | −7,33 | 3 680 | −12,82 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 75 513 | −8,99 | 3 690 | −14,39 | ||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 600 | 0,00 | 29 | −6,45 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 245 175 | 1,59 | 11 979 | −4,44 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 1 000 | 0,00 | 49 | −5,88 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 30 780 | 8,30 | 1 504 | 1,83 | ||||
| 2025-04-16 | 13F | BTS Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | School Employees Retirement Board Of Ohio | 506 822 | 0,00 | 24 763 | −5,93 | ||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 3 210 314 | 4,21 | 156 856 | −1,97 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7 262 | 38,01 | 355 | 29,67 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 20 225 | −1,94 | 988 | −7,75 | ||||
| 2025-07-30 | 13F | Sterling Investment Management, Inc. | 65 682 | 36,22 | 3 209 | 28,15 | ||||
| 2025-08-15 | 13F | Brookfield Asset Management Inc. | 1 330 | 65 | ||||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 15 136 | 0,00 | 740 | −5,98 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 8 890 | 4,11 | 434 | −2,03 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 600 | 29 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 168 | 0,00 | 8 | 0,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5 995 | 11,99 | 293 | 5,04 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 136 513 | 0,09 | 6 670 | −5,84 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 404 772 | 13,94 | 19 777 | 7,19 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 8 800 | 0,00 | 457 | 0,00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6 426 | 314 | ||||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 29 000 | 1 417 | ||||||
| 2025-04-24 | 13F | Mascoma Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 334 834 | 8,29 | 16 360 | 1,86 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 17 371 | −5,13 | 849 | −10,83 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 223 358 | −2,12 | 10 913 | −7,92 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 20 536 | 1,03 | 1 003 | −4,93 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 91 965 | 2,67 | 4 493 | −3,42 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-06-26 | NP | IMOAX - Transamerica Asset Allocation - Moderate Portfolio A | 9 487 | 0,00 | 458 | −6,54 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 32 817 | −8,55 | 1 603 | −13,96 | ||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 61 357 | 0,04 | 2 998 | −5,90 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 982 685 | 8,05 | 48 062 | 1,75 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 10 353 | 44,64 | 506 | 36,12 | ||||
| 2025-05-06 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Putney Financial Group LLC | 1 411 | −14,28 | 69 | −20,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 329 183 | 1 100,78 | 16 | 1 500,00 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 6 008 | −2,13 | 294 | −7,86 | ||||
| 2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 9 000 | −10,00 | 440 | −15,41 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 38 622 | 14,11 | 1 887 | 7,34 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 20 000 | 0,00 | 977 | −5,88 | ||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 57 524 | 6,13 | 2 811 | −0,18 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 39 919 | −14,45 | 1 950 | −19,52 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3 837 | 0,00 | 187 | −6,03 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 813 | −22,34 | 137 | −27,13 | ||||
| 2025-08-12 | 13F | Left Brain Wealth Management, LLC | 144 150 | −0,54 | 7 043 | −6,43 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6 701 | −83,19 | 327 | −84,20 | ||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 7 283 | −12,89 | 356 | −18,20 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 740 | 0,00 | 38 | 8,57 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 57 720 | 2 820 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 12 755 | 623 | ||||||
| 2025-08-12 | 13F | Zacks Investment Management | 10 941 | 0,00 | 535 | −5,99 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 23 787 | 1,08 | 1 162 | −4,91 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 57 000 | 34,75 | 2 785 | 26,76 | ||||
| 2025-08-14 | 13F | Peak6 Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 41 710 | 17,68 | 2 038 | 10,71 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 10 817 | 1,84 | 529 | −3,12 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 138 087 | 1,96 | 6 747 | −4,09 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 397 | 0,00 | 19 | −5,00 | ||||
| 2025-07-24 | 13F | Total Wealth Planning & Management, Inc. | 22 588 | 6,77 | 1 104 | 0,46 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 43 681 | 9,50 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 3 053 | 1,80 | 149 | −3,87 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 1 000 | 49 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 11 445 | 0,00 | 559 | −5,89 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 400 | 0,00 | 20 | −5,00 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 6 363 | −11,04 | 311 | −16,44 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 8 141 | 0,00 | 398 | −5,92 | ||||
| 2025-07-11 | 13F | Miller Howard Investments Inc /ny | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Philadelphia Trust Co | 38 387 | −3,90 | 2 | −50,00 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 5 418 | −23,46 | 265 | −28,07 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 24 466 | −8,73 | 1 195 | −14,15 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 14 268 | 697 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 5 439 | 0,70 | 266 | −5,36 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 8 949 | 0,00 | 437 | −5,82 | ||||
| 2025-05-15 | 13F | IronBridge Private Wealth, LLC | 244 343 | −0,64 | 12 691 | 7,16 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 12 994 | −17,48 | 635 | −22,40 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 165 713 | 1,81 | 8 097 | −4,23 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 4 510 | 0,00 | 220 | −5,98 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 5 011 | −1,11 | 245 | −7,22 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 25 192 | −23,40 | 1 231 | −27,99 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 9 795 | −0,16 | 0 | |||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 6 225 | −25,27 | 304 | −29,63 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 57 667 | −1,09 | 2 818 | −6,97 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 5 237 | −38,26 | 256 | −42,05 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 4 875 | −2,01 | 238 | −7,75 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 32 536 | 3,50 | 1 590 | −2,63 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 438 | 5,04 | 21 | 0,00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 38 823 | −22,95 | 1 897 | −27,52 | ||||
| 2025-05-05 | 13F | Csenge Advisory Group | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 57 300 | 17,42 | 2 800 | 10,46 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 28 989 | −11,73 | 1 416 | −16,95 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 527 100 | 96,75 | 25 754 | 85,09 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 69 200 | 80,68 | 3 381 | 69,98 | |||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 257 | 159 | ||||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 807 103 | −8,43 | 39 435 | −13,86 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 113 793 | 148,59 | 5 560 | 133,87 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Collar Capital Management, LLC | 29 162 | 3,80 | 1 425 | −2,40 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 330 398 | 3 253,95 | 16 143 | 3 059,10 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 56 551 | −65,67 | 2 763 | −67,71 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 4 590 | 224 | ||||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 51 912 | −0,97 | 2 536 | −6,83 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 976 | 1,14 | 0 | |||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 6 057 | 4,47 | 296 | −1,99 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 35 | 2 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 440 177 | 0,53 | 21 507 | −5,43 | ||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 100 | 5 | ||||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 340 534 | 1,97 | 16 638 | −4,08 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 61 918 | 6,94 | 3 025 | 0,60 | ||||
| 2025-07-10 | 13F | Clare Market Investments LLC | 30 290 | −34,76 | 1 480 | −38,66 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 141 189 | 16,42 | 6 898 | 9,53 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 8 930 | 12,61 | 436 | 6,08 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-17 | 13F | Albion Financial Group /ut | 24 239 | −1,40 | 1 184 | −7,21 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 91 264 | 2,23 | 4 459 | −3,82 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 8 437 | 3,05 | 412 | −3,06 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 28 192 | 5,74 | 1 377 | −0,51 | ||||
| 2025-07-16 | 13F | Novem Group | 29 521 | 3,65 | 1 442 | −2,50 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 75 653 | −8,46 | 3 696 | −13,89 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 25 742 | 9,50 | 1 258 | 2,95 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 12 947 | −9,43 | 633 | −14,82 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 23 325 | 1,78 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 5 994 | −3,29 | 293 | −9,03 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 41 251 | 3,36 | 2 016 | −2,80 | ||||
| 2025-08-14 | 13F | Brevan Howard Capital Management LP | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 13 704 | 5,33 | 670 | −0,89 | ||||
| 2025-08-12 | 13F | one8zero8, LLC | 17 400 | 2,96 | 850 | −3,08 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 11 370 | 3,02 | 556 | −3,14 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 5 223 | 9,82 | 255 | 3,24 | ||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 23 404 | −9,22 | 1 144 | −14,64 | ||||
| 2025-04-24 | 13F | Primoris Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 128 169 | 12,47 | 6 262 | 5,81 | ||||
| 2025-08-06 | 13F | Bullseye Investment Management, LLC | 62 675 | 0,00 | 3 255 | 0,00 | ||||
| 2025-08-14 | 13F | Stamos Capital Partners, L.p. | 77 236 | 56,75 | 3 774 | 47,44 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 582 | 28 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 20 110 | −1,24 | 983 | −7,10 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7 558 | 8,19 | 369 | 1,93 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 5 139 | −5,65 | 251 | −10,99 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 1 817 | 17,61 | 89 | 10,00 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 27 443 | 12,14 | 1 341 | 5,43 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 4 185 | 0,00 | 204 | −5,99 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 6 762 | 26,99 | 330 | 19,57 | ||||
| 2025-08-14 | 13F | Windsor Advisory Group, LLC | 8 650 | 0,00 | 423 | −6,01 | ||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 38 075 | 1,85 | 1 860 | −4,17 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 12 501 | 10,45 | 611 | 7,96 | ||||
| 2025-05-14 | 13F | Capital Fund Management S.a. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 149 919 | −2,70 | 7 325 | −8,47 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 5 648 | 118,58 | 276 | 105,22 | ||||
| 2025-07-25 | 13F | Ball & Co Wealth Management Inc. | 202 986 | −31,10 | 10 | −40,00 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 22 531 | 0,20 | 1 101 | −5,74 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 111 703 | 23,95 | 5 458 | 16,60 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 341 710 | 2,00 | 16 698 | −4,05 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 1 287 | 63 | ||||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Intrinsic Edge Capital Management LLC | 80 000 | 3 909 | ||||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 10 682 | −2,97 | 522 | −8,76 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 46 252 | 29,38 | 2 260 | 21,77 | ||||
| 2025-07-23 | 13F | Maryland State Retirement & Pension System | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Css Llc/il | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-12 | 13F | Holderness Investments Co | 22 154 | 87,81 | 1 082 | 76,80 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 35 479 | 1 734 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2 945 | 353,08 | 144 | 333,33 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 4 300 | 53,57 | 210 | 56,72 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 18 525 | −6,32 | 905 | −11,88 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 14 102 | 1,71 | 689 | −4,31 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 066 360 | −5,33 | 149 822 | −10,94 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 62 385 | 0,43 | 3 048 | −5,52 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 18 501 | 19,16 | 891 | 10,55 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8 453 389 | 0,65 | 413 033 | −5,32 | ||||
| 2025-05-13 | 13F | SFI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 4 450 | 0,00 | 217 | −6,06 | ||||
| 2025-04-22 | 13F | Country Trust Bank | 220 | 0,00 | 11 | 0,00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 14 001 | −62,40 | 684 | −64,61 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 51 705 | 3,62 | 2 526 | −2,51 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 92 367 | 36,92 | 4 513 | 28,83 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 18 662 | 113,60 | 912 | 116,90 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 331 | −0,30 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 273 326 | 0,97 | 13 355 | −5,02 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 9 175 | −25,22 | 448 | −29,67 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 10 200 | 498 | ||||||
| 2025-08-28 | 13F/A | Lavaca Capital Llc | 24 900 | 0,00 | 1 217 | −5,96 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 252 629 | 16,57 | 12 343 | 9,66 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 4 692 | 0,09 | 229 | −5,76 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 9 402 | 89,71 | 459 | 78,60 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 18 070 | 0,88 | 883 | −5,16 | ||||
| 2025-06-03 | 13F | Invst, LLC | 11 012 | 27,26 | 572 | 37,26 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 56 900 | 2 785 | |||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 153 | 0,00 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 28 100 | 1 375 | |||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 11 053 | 574 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 16 348 | −0,21 | 799 | −6,12 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 6 200 | 0,00 | 303 | −6,21 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 656 | −63,04 | 78 | −65,78 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 31 011 | 0,48 | 1 515 | −5,43 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 4 285 | −90,13 | 209 | −90,73 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 5 529 | −0,70 | 270 | −6,57 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 151 343 | 18,97 | 7 | 16,67 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 32 606 | 256,66 | 1 593 | 236,08 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 80 922 | −0,03 | 3 954 | −5,97 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 760 011 | 34,35 | 37 134 | 26,39 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 4 639 | −3,85 | 227 | −9,60 | ||||
| 2025-08-14 | 13F | Southport Management, L.l.c. | 30 500 | 0,00 | 1 490 | −5,93 | ||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 9 462 | −15,80 | 462 | −20,75 | ||||
| 2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 7 765 | 379 | ||||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 9 415 | 9,10 | 460 | 2,68 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 6 578 | 24,63 | 321 | 17,15 | ||||
| 2025-08-13 | 13F | New Harbor Financial Group, LLC | 486 012 | 4,37 | 23 747 | −1,82 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 154 | −94,50 | 8 | −95,17 | ||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc 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 | 7 747 | 379 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 61 191 | 2,72 | 2 990 | −3,39 | ||||
| 2025-07-09 | 13F | Lake Hills Wealth Management, LLC | 99 397 | −27,05 | 4 857 | −31,38 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 28 111 | 24,73 | 1 374 | 17,35 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 9 280 | 4,33 | 453 | −1,74 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 22 418 | 0,00 | 1 095 | −5,93 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 309 809 | −0,03 | 15 137 | −5,96 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 41 308 | 60,85 | 2 018 | 51,39 |
Other Listings
| MX:AMLP |
