Grundläggande statistik
| Institutionella ägare | 1216 total, 1214 long only, 0 short only, 2 long/short - change of 0,49% MRQ |
| Genomsnittlig portföljallokering | 1.5743 % - change of −3,93% MRQ |
| Institutionella aktier (lång) | 247 463 344 (ex 13D/G) - change of 2,74MM shares 1,12% MRQ |
| Institutionellt värde (lång) | $ 21 784 663 USD ($1000) |
Institutionellt ägande och aktieägare
SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF (US:BIL) har 1216 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 247,463,344 aktier. Största aktieägare inkluderar Morgan Stanley, Bank Of America Corp /de/, LPL Financial LLC, UBS Group AG, Royal Bank Of Canada, Wells Fargo & Company/mn, Captrust Financial Advisors, Envestnet Asset Management Inc, Stifel Financial Corp, and Capital Wealth Planning, LLC .
SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF (ARCA:BIL) 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 16, 2025 is 91,62 / share. Previously, on September 17, 2024, the share price was 91,65 / share. This represents a decline of 0,03% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 71 633 | 387,73 | 6 571 | 387,75 | ||||
| 2025-08-06 | 13F | Miller Investment Management, LP | 8 679 | 0,00 | 796 | 0,00 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 259 284 | 116,56 | 24 | 130,00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Boomfish Wealth Group, LLC | 94 574 | −6,42 | 8 675 | −6,42 | ||||
| 2025-06-30 | NP | SMIDX - SMI Dynamic Allocation Fund | 122 620 | 2 996,46 | 11 247 | 2 998,07 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 8 639 | −3,56 | 792 | −3,53 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 24 127 | −20,66 | 2 213 | −20,40 | ||||
| 2025-05-13 | 13F | American Investment Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Innova Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 10 | 0,00 | 1 | |||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 7 546 | 34,77 | 692 | 34,89 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 10 | 1 | ||||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 3 258 | 1,05 | 299 | 1,02 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 125 311 | 2,32 | 11 495 | 2,32 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 300 | −4,46 | 28 | −3,57 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 800 386 | 5,54 | 73 419 | 5,54 | ||||
| 2025-08-05 | 13F | Burney Co/ | 2 272 | 208 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 19 410 | −14,56 | 1 780 | −14,55 | ||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 5 231 | 0,00 | 480 | 0,00 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 230 884 | −43,34 | 21 179 | −43,34 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 45 103 | −51,70 | 4 137 | −51,70 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 8 391 | 2,97 | 770 | 2,95 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 32 869 | −16,85 | 3 015 | −16,83 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 418 730 | −0,40 | 130 140 | −0,40 | ||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 34 610 | 79,21 | 3 175 | 79,22 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 5 355 | 0,00 | 491 | 0,00 | ||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 17 390 | 51,06 | 1 595 | 51,18 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 188 566 | 2,21 | 17 297 | 2,41 | ||||
| 2025-07-22 | 13F | Elevate Capital Advisors, LLC | 25 416 | 959,00 | 2 331 | 959,55 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 6 681 | 42,73 | 1 | |||||
| 2025-07-18 | 13F | Vicus Capital | 35 129 | 3 222 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 7 371 | 5,56 | 676 | 5,63 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 48 411 | −1,51 | 4 441 | −1,51 | ||||
| 2025-06-26 | NP | DYFI - IDX DYNAMIC FIXED INCOME ETF | 102 711 | 9 421 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 553 363 | −5,35 | 50 760 | −5,35 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 27 690 | −60,19 | 2 540 | −60,18 | ||||
| 2025-07-24 | 13F | Vivid Wealth Management, LLC | 114 858 | 0,08 | 10 536 | 0,08 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 45 970 | −1,65 | 4 217 | −1,66 | ||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 5 466 | 501 | ||||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 321 529 | −2,43 | 29 494 | −2,43 | ||||
| 2025-08-07 | 13F | Prescott Group Capital Management, L.l.c. | 17 073 | 0,00 | 1 566 | 0,00 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 124 | 0,00 | 11 | 0,00 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 548 323 | −29,83 | 50 298 | −29,83 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 136 913 | −49,50 | 12 529 | −49,63 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 6 644 | −8,37 | 609 | −8,42 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 8 789 | 71,13 | 806 | 71,13 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 278 947 | −14,95 | 25 588 | −14,95 | ||||
| 2025-08-14 | 13F | Turim 21 Investimentos Ltda. | 380 390 | −0,46 | 34 893 | −0,46 | ||||
| 2025-05-05 | 13F | Jennison Associates Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 18 601 | 13,48 | 1 706 | 13,51 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 11 997 | −13,33 | 1 101 | −13,32 | ||||
| 2025-07-18 | 13F | Sicart Associates LLC | 47 682 | 0,00 | 4 374 | 0,00 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG Defensive Core Fund Investor Class | 494 860 | 45 398 | ||||||
| 2025-05-13 | 13F | Great Diamond Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 2 246 | 206 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 13 232 | 40,68 | 1 214 | 40,72 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 5 262 | −80,90 | 483 | −80,93 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 17 775 986 | 14,64 | 1 630 591 | 14,64 | ||||
| 2025-07-09 | 13F | Mfg Wealth Management, Inc. | 9 982 | −14,58 | 916 | −14,57 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 4 303 | −41,11 | 395 | −41,19 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 94 458 | −23,06 | 8 665 | −23,06 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 444 133 | 1 561,68 | 40 740 | 1 562,18 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 202 | 0,00 | 19 | 0,00 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 5 463 | 35,46 | 501 | 35,77 | ||||
| 2025-07-14 | 13F | Salvus Wealth Management, LLC | 18 776 | −4,95 | 1 722 | −4,97 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 348 467 | 27,81 | 31 965 | 27,80 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 6 619 | −35,86 | 607 | −35,84 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 332 526 | −10,31 | 30 503 | −10,31 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 63 173 | −9,58 | 5 795 | −9,60 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1 338 | 123 | ||||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 39 240 | −40,64 | 3 599 | −40,64 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 131 210 | 5,09 | 12 036 | 5,09 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 1 617 | −97,44 | 148 | −97,44 | ||||
| 2025-08-28 | NP | YFYA - Yields for You Income Strategy A ETF | 93 176 | −9,50 | 8 547 | −9,50 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 45 356 | 2,80 | 4 160 | 2,79 | ||||
| 2025-07-25 | 13F | Sather Financial Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 14 519 | 114,84 | 1 332 | 115,02 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 88 595 | 79,56 | 8 127 | 79,58 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 7 375 | 17,18 | 677 | 17,16 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 292 842 | 5,35 | 26 862 | 5,35 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 595 | −28,91 | 55 | −28,95 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 3 703 | 340 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 891 739 | −4,25 | 81 799 | −4,25 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Opportunities ETF | 91 196 | 33,37 | 8 366 | 33,41 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Ultra-Short Bond ETF | 155 841 | 3,64 | 14 297 | 3,66 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 138 363 | 23,97 | 12 692 | 23,97 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 14 895 | −34,65 | 1 366 | −34,64 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 15 600 | −8,72 | 1 431 | −8,74 | ||||
| 2025-08-14 | 13F | ArrowMark Colorado Holdings LLC | 275 956 | 10,33 | 25 313 | 10,33 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 61 | 0,00 | 6 | 0,00 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 203 700 | 18 685 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 484 212 | −36,75 | 44 417 | −36,75 | ||||
| 2025-07-30 | 13F | Axecap Investments, LLC | 13 845 | 1,04 | 1 270 | 1,04 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 7 290 | 11,72 | 669 | 11,71 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 24 036 | −64,92 | 2 205 | −64,93 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 285 674 | 29,01 | 26 | 30,00 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 3 244 | −94,98 | 298 | −94,98 | ||||
| 2025-08-05 | 13F | Wellington Shields & Co., LLC | 99 | 0,00 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 2 209 801 | 85,60 | 202 705 | 85,60 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 6 346 | 0,00 | 582 | 0,00 | ||||
| 2025-08-14 | 13F | Constant Guidance Financial LLC | 13 135 | −2,23 | 669 | 8,79 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 23 159 | −0,25 | 2 124 | −0,23 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 158 193 | −43,02 | 14 511 | −43,02 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 245 567 | 27,65 | 22 526 | 28,07 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 43 | 0,00 | 4 | 0,00 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 116 509 | 103,45 | 10 687 | 103,45 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4 975 | 59,87 | 456 | 60,00 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 42 198 | 78,80 | 4 | 50,00 | ||||
| 2025-08-14 | 13F | Sagard Holdings Management Inc. | 37 458 | 3 436 | ||||||
| 2025-04-28 | 13F | Keybank National Association/oh | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 3 228 | 0,50 | 296 | 0,68 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 13 528 | 0,00 | 1 241 | 0,00 | ||||
| 2025-08-20 | 13F | Saratoga Research & Investment Management | 249 882 | −1,34 | 22 922 | −1,35 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 8 120 | −50,46 | 745 | −50,50 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 5 457 | 7,36 | 501 | 7,30 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 29 941 | 52,36 | 2 747 | 52,39 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 78 492 | −0,83 | 7 200 | −0,83 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 59 988 | −1,74 | 5 503 | −1,75 | ||||
| 2025-08-11 | 13F | GFI Investment Counsel Ltd. | 73 846 | 6,34 | 6 774 | 6,33 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 8 907 | 0,00 | 817 | 0,00 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 5 828 | 535 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 3 532 | −40,11 | 324 | −40,19 | ||||
| 2025-06-25 | NP | RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares | 41 300 | 3 788 | ||||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 34 041 | −5,59 | 3 123 | −5,59 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 46 772 | 0,22 | 4 290 | 0,23 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 43 234 | 102,23 | 3 966 | 102,19 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 46 747 | 0,50 | 4 288 | 0,52 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 47 005 | 35,18 | 4 312 | 35,18 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 82 890 | 7,45 | 7 579 | 7,47 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 336 201 | 422,27 | 30 840 | 422,34 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 21 122 | −69,69 | 1 932 | −69,77 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 32 685 | 2 998 | ||||||
| 2025-08-13 | 13F | TCM Advisors, LLC | 4 280 | 1 533,59 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 206 618 | 68,31 | 18 953 | 68,32 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 55 821 | 23,69 | 5 120 | 23,70 | ||||
| 2025-04-21 | 13F | MGO Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 2 430 | −22,24 | 223 | −22,38 | ||||
| 2025-08-13 | 13F | All Terrain Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 75 359 | −15,36 | 6 913 | −15,37 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 5 214 | 22,51 | 478 | 22,56 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 43 179 | −25,05 | 3 948 | −25,06 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 17 749 | −57,26 | 1 628 | −57,26 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 415 305 | −13,44 | 38 096 | −13,44 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 311 407 | −31,28 | 28 565 | −31,28 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 494 824 | 119,94 | 45 390 | 119,94 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 24 543 | 64,39 | 2 251 | 64,43 | ||||
| 2025-08-14 | 13F | Goldstream Capital Management Ltd | 12 504 | −35,23 | 1 146 | −35,24 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 106 457 | −39,22 | 9 766 | −39,15 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 255 316 | 5 190,43 | 23 420 | 5 198,64 | ||||
| 2025-03-28 | NP | SECT - Main Sector Rotation ETF | 150 | 0,00 | 14 | 0,00 | ||||
| 2025-08-11 | 13F | Sprott Inc. | 904 458 | 224,58 | 82 966 | 224,59 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 12 122 | 188,48 | 1 112 | 188,57 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 176 687 | 7 869,64 | 16 208 | 7 883,74 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 5 705 | 0,60 | 523 | 0,58 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 52 349 | 42,12 | 4 802 | 42,03 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 2 965 | 8,61 | 272 | 8,40 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 75 020 | 33,14 | 6 882 | 33,15 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 5 586 | −3,36 | 512 | −3,40 | ||||
| 2025-04-15 | 13F | Kozak & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 51 371 | −69,68 | 4 712 | −69,69 | ||||
| 2025-07-09 | 13F | Biltmore Wealth Management, LLC | 22 848 | −7,79 | 2 096 | −7,83 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 4 751 | −26,70 | 435 | −26,94 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 23 744 | −13,14 | 2 178 | −13,12 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 033 | 1 812,96 | 95 | 2 250,00 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 10 157 | −12,11 | 1 | −100,00 | ||||
| 2025-08-15 | 13F | 44 Wealth Management Llc | 19 248 | 14,20 | 1 766 | 14,17 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 4 305 | −10,41 | 395 | −10,45 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 967 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 9 090 | 0,00 | 834 | 0,00 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 5 187 | 476 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 15 211 | 22,25 | 1 395 | 22,26 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 55 | 0,00 | 5 | 0,00 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 3 047 | −37,14 | 280 | −37,16 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 2 068 499 | 5,35 | 189 137 | 4,74 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 166 | 374,29 | 15 | 400,00 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 9 746 | −67,64 | 894 | −67,63 | ||||
| 2025-08-12 | 13F | Sandhill Capital Partners LLC | 1 373 487 | 3,61 | 125 990 | 3,61 | ||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 17 468 | 0,39 | 1 602 | 0,38 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 23 279 | −53,82 | 2 131 | −53,90 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 4 847 | −14,92 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 886 902 | 13,72 | 81 356 | 13,72 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 2 901 | 0,00 | 266 | 0,00 | ||||
| 2025-07-28 | 13F | Prairie Sky Financial Group LLC | 126 677 | 333,26 | 11 620 | 333,42 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 237 894 | −6,19 | 21 822 | −6,19 | ||||
| 2025-07-31 | 13F | Catalyst Capital Advisors LLC | 5 000 | 0,00 | 459 | 0,00 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 276 863 | 17,42 | 25 397 | 17,42 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 87 555 | 29,29 | 8 031 | 29,28 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 57 411 | 25,98 | 5 266 | 25,98 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 70 | 0,00 | 6 | 0,00 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 45 520 | −36,45 | 4 176 | −36,45 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 10 648 | −11,90 | 977 | −11,91 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 1 100 | 0,00 | 101 | 0,00 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 3 112 | −83,43 | 285 | −83,44 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 83 862 | −0,95 | 7 697 | −0,90 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 6 482 | −75,86 | 595 | −75,88 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 47 853 | −2,76 | 4 390 | −2,75 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 11 214 | −31,17 | 1 029 | −31,19 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 041 128 | 39,94 | 370 693 | 39,94 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 1 395 | 128 | ||||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 92 885 | −56,63 | 8 519 | −56,64 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 17 015 | −32,71 | 1 561 | −32,73 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 5 185 | −55,70 | 476 | −55,73 | ||||
| 2025-04-21 | 13F | Friedenthal Financial | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Addison Capital Co | 14 093 | 18,33 | 1 293 | 18,32 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 10 331 | −0,06 | 948 | −0,11 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 5 494 | 0,62 | 504 | 0,60 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 11 666 | −18,13 | 1 070 | −18,13 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 11 545 | −2,90 | 1 059 | −2,84 | ||||
| 2025-08-13 | 13F | Berry Wealth Group, LP | 2 616 | −14,95 | 240 | −15,25 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 31 739 | 2 911 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 3 015 871 | −58,60 | 276 646 | −58,60 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 9 353 | −32,78 | 858 | −32,84 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 39 | 0,00 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 10 533 | 63,07 | 966 | 63,18 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 225 720 | −0,39 | 20 705 | −0,39 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 96 731 | 4 131,45 | 343 | 64,11 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 29 295 | 83,32 | 3 | 100,00 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 4 593 | −39,18 | 421 | −39,16 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 10 479 | −7,81 | 961 | −7,77 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 95 520 | −39,07 | 8 762 | −39,06 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 3 738 | −88,63 | 343 | −88,66 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 49 881 | −66,19 | 4 576 | −66,19 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 159 424 | −0,47 | 14 624 | −0,48 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 6 305 | 50,23 | 578 | 50,13 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 4 286 | 20,46 | 392 | 20,62 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 17 162 | 1 574 | ||||||
| 2025-09-02 | 13F | Pvg Asset Management Corp | 56 360 | 62,81 | 5 170 | 62,80 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 255 | 0,00 | 23 | 0,00 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 46 151 | −7,36 | 4 233 | −7,35 | ||||
| 2025-07-17 | 13F | City Holding Co | 40 | −56,04 | 4 | −62,50 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 21 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 12 752 | −2,84 | 1 170 | −2,83 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 287 229 | 21,51 | 26 348 | 21,52 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 104 916 | 23,28 | 9 623 | 23,26 | ||||
| 2025-05-15 | 13F | Alamar Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 25 511 | −14,79 | 2 340 | −14,79 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 152 | −77,55 | 0 | |||||
| 2025-08-08 | 13F | Hedeker Wealth, LLC | 77 000 | −8,62 | 7 063 | −8,62 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 19 001 | 5,30 | 1 743 | 5,26 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 5 274 | 26,99 | 484 | 27,11 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 701 142 | 2,60 | 64 316 | 2,60 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Capital Planning LLC | 10 239 | 1,40 | 939 | 1,40 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 53 020 | −29,35 | 4 864 | −29,35 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 50 090 | 0,99 | 4 595 | 0,99 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 357 679 | 48,23 | 32 810 | 48,23 | ||||
| 2025-07-09 | 13F | Client First Investment Management LLC | 8 836 | −94,93 | 811 | −94,94 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 10 997 | 25,01 | 1 009 | 25,06 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 57 051 | 5 233 | ||||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 4 981 | −11,54 | 457 | −11,63 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 3 076 049 | 25,37 | 282 166 | 25,37 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 3 440 | −2,91 | 316 | −2,78 | ||||
| 2025-08-14 | 13F | Comerica Bank | 188 746 | 14,37 | 17 314 | 14,37 | ||||
| 2025-07-18 | 13F | Ami Asset Management Corp | 80 105 | 208,37 | 7 348 | 208,48 | ||||
| 2025-07-14 | 13F | Savior LLC | 54 370 | 38,16 | 4 987 | 38,18 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 52 087 | 60,23 | 4 769 | 59,98 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 53 790 | −0,92 | 4 934 | −0,92 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 10 060 | −7,85 | 923 | −7,89 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 188 181 | 5,62 | 17 262 | 5,62 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 2 943 | −81,28 | 270 | −81,33 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 5 965 | 0,00 | 547 | 0,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 29 477 | −49,89 | 2 704 | −49,90 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 575 | 2 904,20 | 328 | 3 170,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 23 931 | 2,95 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 61 737 | −0,00 | 5 663 | 0,00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 3 941 | −9,84 | 362 | −9,75 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 2 250 | 0,00 | 206 | 0,00 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 78 959 | −20,79 | 7 226 | −20,89 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 86 487 | 15,49 | 7 933 | 15,49 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 81 660 | −30,73 | 7 491 | −30,74 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 101 650 | −16,31 | 9 324 | −16,31 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 25 957 | 1,54 | 2 381 | 1,58 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 84 | 0,00 | 8 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2 448 828 | −1,82 | 224 631 | −1,82 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 120 712 | −20,55 | 11 073 | −20,56 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 4 193 | 13,54 | 385 | 13,61 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Spence Asset Management | 367 | −38,83 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 128 739 | 320,67 | 11 809 | 320,70 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6 091 | −32,69 | 559 | −32,77 | ||||
| 2025-08-27 | NP | RLY - SPDR SSGA Multi-Asset Real Return ETF This fund is a listed as child fund of State Street Corp 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 | 27 399 | −89,47 | 2 513 | −89,47 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 4 038 | −28,90 | 370 | −28,71 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 115 876 | −8,71 | 10 629 | −8,71 | ||||
| 2025-08-14 | 13F | Family Management Corp | 31 458 | −12,89 | 2 886 | −12,89 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1 704 | 156 | ||||||
| 2025-05-13 | 13F | Adams Wealth Management | 14 647 | −0,34 | 1 344 | 0,00 | ||||
| 2025-07-18 | 13F | Donald L. Hagan, LLC | 89 603 | 1,23 | 8 219 | 1,23 | ||||
| 2025-08-07 | 13F | PFG Advisors | 19 775 | 112,36 | 1 814 | 112,30 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 474 | 43 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 4 461 | −1,15 | 409 | −0,97 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 42 177 | −45,75 | 3 869 | −45,77 | ||||
| 2025-05-15 | 13F | AlphaQ Advisors LLC | 35 144 | 56,59 | 3 224 | 57,14 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 50 893 | 52,24 | 4 668 | 52,25 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 5 107 | −65,43 | 468 | −65,33 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 106 460 | −6,56 | 9 766 | −6,56 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 67 784 | −25,03 | 6 206 | −25,16 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 15 875 | 1 456 | ||||||
| 2025-04-23 | 13F | Archford Capital Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 30 543 | −77,14 | 2 802 | −77,14 | ||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Prosperity Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 106 047 | 3 005,33 | 9 728 | 3 007,67 | ||||
| 2025-07-18 | 13F | Loudon Investment Management, LLC | 3 313 | −18,06 | 304 | −18,11 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 24 215 | −41,05 | 2 221 | −41,06 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 119 888 | 3,20 | 10 997 | 3,21 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 21 269 | 2,62 | 1 951 | 2,58 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 65 408 | −5,04 | 6 000 | −5,05 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 591 | 1,03 | 54 | 1,89 | ||||
| 2025-04-30 | 13F | Mjp Associates Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 8 973 | 64,88 | 823 | 64,93 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 375 117 | 27,17 | 34 323 | 26,85 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 651 | 0,00 | 60 | 0,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 8 | 1 | ||||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 32 460 | 2 978 | ||||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 8 741 | 802 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 6 889 | −39,56 | 632 | −39,62 | ||||
| 2025-07-23 | 13F | DMG Group, LLC | 8 205 | 753 | ||||||
| 2025-08-05 | 13F | Rareview Capital LLC | 142 193 | 28,52 | 13 043 | 28,52 | ||||
| 2025-05-13 | 13F | Kensington Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 26 137 | −0,83 | 2 398 | −0,83 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 51 837 | −8,03 | 4 755 | −8,03 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 43 140 | 56,98 | 3 957 | 57,02 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Guardian Partners Inc. | 9 453 | 8,73 | 865 | 8,67 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 29 120 | 0,14 | 2 671 | 0,15 | ||||
| 2025-07-23 | 13F | Bingham Private Wealth, Llc | 31 465 | −11,62 | 2 886 | −11,61 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 175 839 | 9,19 | 16 130 | 9,19 | ||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 73 | −39,17 | 7 | −45,45 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 3 433 | 0,00 | 315 | 0,00 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 33 622 | −2,68 | 3 084 | −2,68 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 2 534 | −2,80 | 232 | −2,93 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 210 353 | 42,37 | 19 296 | 42,37 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 40 886 | 3 751 | ||||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 33 243 | −43,04 | 3 049 | −43,04 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 4 | −83,33 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 5 946 | −27,20 | 545 | −27,24 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 4 715 | 1,49 | 433 | 1,41 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 3 550 | −80,21 | 326 | −80,24 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 12 331 | 55,73 | 1 131 | 55,79 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 80 250 | −34,65 | 7 361 | −34,64 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 566 | 0,00 | 52 | 0,00 | ||||
| 2025-08-14 | 13F | Fayez Sarofim & Co | 2 200 | 0,00 | 202 | 0,00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 153 129 | −4,93 | 14 047 | −4,93 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | RDA Financial Network | 39 674 | 0,94 | 3 639 | 0,94 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5 830 | 24,95 | 535 | 24,77 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 9 000 | 0,00 | 826 | |||||
| 2025-08-06 | 13F | First Eagle Investment Management, LLC | 437 200 | 101,23 | 40 101 | 101,22 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 1 172 024 | 41,92 | 107 510 | 41,92 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 45 922 | 23,26 | 4 212 | 23,27 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1 092 | 100 | ||||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 64 544 | −16,79 | 5 921 | −16,80 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 57 439 | 3,30 | 5 269 | 3,29 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 98 402 | 3,74 | 9 026 | 3,75 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 30 924 | 11,53 | 2 837 | 11,52 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 14 437 | 67,21 | 1 324 | 67,38 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 3 315 | 2,44 | 304 | 2,70 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 6 922 | −42,03 | 635 | −42,10 | ||||
| 2025-07-29 | NP | SIXH - 6 Meridian Hedged Equity-Index Option Strategy ETF | 67 948 | −55,00 | 6 234 | −55,00 | ||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 3 818 | 61,37 | 350 | 61,29 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 33 547 | 32,75 | 3 077 | 32,74 | ||||
| 2025-04-15 | 13F | Collier Financial | 22 789 | 24,27 | 2 090 | 24,70 | ||||
| 2025-05-06 | 13F | Principle Wealth Partners Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 502 | −78,57 | 46 | −78,50 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 5 365 | 10,05 | 492 | 10,07 | ||||
| 2025-04-22 | 13F | Davies Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3 201 | 20,79 | 294 | 21,07 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 4 610 | 423 | −4,74 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 515 085 | 2,38 | 139 | 2,22 | ||||
| 2025-07-17 | 13F | Hamilton Capital Partners, Llc | 56 887 | 5 218 | ||||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 12 707 | −31,43 | 1 166 | −31,43 | ||||
| 2025-07-11 | 13F | Bell Bank | 443 909 | 86,34 | 40 720 | 86,34 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 270 | −99,51 | 25 | −99,53 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 10 417 | 956 | ||||||
| 2025-09-02 | 13F | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 301 603 | 11,83 | 27 666 | 11,84 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 16 683 | 18,56 | 1 530 | 18,60 | ||||
| 2025-05-09 | 13F | New Age Alpha Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Randolph Co Inc | 283 298 | −57,18 | 25 987 | −57,19 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 2 219 | 1,00 | 204 | 1,00 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 21 612 | 39,49 | 1 982 | 39,48 | ||||
| 2025-08-11 | 13F | Managed Asset Portfolios, Llc | 234 649 | 72,27 | 21 524 | 72,27 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 43 825 | −38,98 | 4 021 | −38,97 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 498 119 | 4,72 | 45 692 | 4,73 | ||||
| 2025-08-14 | 13F | ADAR1 Capital Management, LLC | 135 585 | 0,00 | 12 437 | 0,00 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 108 | 0,00 | 10 | 0,00 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 1 371 416 | 3,25 | 125 800 | 3,25 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 65 992 | 6 053 | ||||||
| 2025-07-25 | 13F | Prostatis Group LLC | 33 619 | −92,43 | 3 084 | −92,43 | ||||
| 2025-08-12 | 13F | Main Management LLC | 4 386 | −5,06 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 26 894 | 9,96 | 2 467 | 9,99 | ||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 4 000 | −27,27 | 366 | −27,38 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 2 535 005 | 30,01 | 232 534 | 30,01 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 6 328 | −48,28 | 580 | −48,31 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | ASB Consultores, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 156 820 | 8,30 | 14 385 | 8,30 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 66 794 | 23,54 | 6 127 | 23,55 | ||||
| 2025-07-22 | 13F | CPR Investments Inc. | 64 466 | −19,61 | 5 913 | −19,62 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 64 883 | −1,95 | 5 952 | −1,96 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 171 447 | −26,26 | 15 727 | −26,26 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 51 082 | 215,79 | 4 686 | 215,91 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 24 619 | 26,77 | 2 258 | 26,78 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 6 269 | 32,12 | 575 | 32,18 | ||||
| 2025-08-13 | 13F | Benedict Financial Advisors Inc | 153 481 | 12,03 | 14 079 | 12,02 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 28 639 | −66,66 | 2 627 | −66,65 | ||||
| 2025-04-22 | 13F | TrueMark Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 1 343 | −37,33 | 123 | −37,24 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 12 242 | −5,38 | 1 123 | −5,40 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 94 525 | −0,05 | 8 671 | −0,06 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 2 954 | 271 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 58 824 | −29,28 | 5 396 | −29,05 | ||||
| 2025-07-25 | 13F | Udine Wealth Management, Inc. | 301 570 | −1,68 | 27 663 | −1,68 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 349 402 | 50,47 | 32 051 | 50,59 | ||||
| 2025-08-06 | 13F | Paragon Capital Management Inc | 78 020 | 0,10 | 7 157 | 0,10 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 920 | −55,08 | 84 | −55,08 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 22 027 | −17,94 | 2 021 | −17,95 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 143 414 | 80,99 | 13 155 | 81,00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 30 278 | −3,20 | 2 777 | −3,21 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 27 529 | 2 525 | ||||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 8 278 | −33,78 | 759 | −33,77 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 35 | 0,00 | 3 | 0,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 3 389 965 | 6,00 | 310 961 | 6,00 | ||||
| 2025-07-24 | 13F | Stiles Financial Services Inc | 19 119 | −20,42 | 1 754 | −20,43 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 4 003 | −12,69 | 367 | −12,62 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 164 061 | −26,28 | 15 049 | −26,27 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Alerus Financial Na | 1 100 | 101 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 75 161 | 6 895 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 703 737 | 3,58 | 64 554 | 3,58 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 415 646 | −11,28 | 38 136 | −11,26 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 12 192 | 1 118 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2 082 | 191 | ||||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 1 729 | −29,40 | 159 | −29,46 | ||||
| 2025-07-23 | 13F | Golden Reserve Retirement LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 16 669 | 21,28 | 1 529 | 21,35 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 63 152 | 1 089,30 | 5 793 | 1 089,32 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 134 | −56,49 | 12 | −57,14 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 300 | 0,00 | 28 | 0,00 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 74 | 1,37 | 7 | 0,00 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 2 859 | 3,96 | 262 | 3,97 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 6 470 | 0,00 | 593 | 0,00 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 125 | −78,74 | 11 | −79,25 | ||||
| 2025-07-23 | 13F | Raub Brock Capital Management LP | 93 530 | 76,03 | 8 579 | 76,05 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 165 291 | −5,32 | 15 162 | −5,31 | ||||
| 2025-08-13 | 13F | Capital Research Global Investors | 79 995 | 19,03 | 7 337 | 19,03 | ||||
| 2025-08-13 | 13F | Brentview Investment Management LLC | 3 500 | 40,00 | 321 | 40,17 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 191 548 | 9,23 | 17 571 | 9,23 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 15 463 | −7,30 | 1 418 | −7,32 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 31 760 | 3,05 | 2 913 | 3,04 | ||||
| 2025-08-27 | NP | CAXAX - Catalyst/MAP Global Equity Fund Class A | 5 000 | 0,00 | 459 | 0,00 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 2 736 | 251 | ||||||
| 2025-05-01 | 13F | BankPlus Trust Department | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 87 702 | 9,43 | 8 045 | 9,43 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 100 118 | 34,09 | 9 184 | 34,10 | ||||
| 2025-07-08 | 13F | Kopion Asset Management, LLC | 19 085 | −36,34 | 1 751 | −36,34 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 2 935 | −11,68 | 269 | −11,51 | ||||
| 2025-07-29 | 13F | Alpha Wealth Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 48 969 | −4,29 | 4 492 | −4,30 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 3 870 | 2,57 | 355 | 2,60 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 636 619 | −9,98 | 58 397 | −9,98 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 161 603 | 23,78 | 14 824 | 23,78 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 292 912 | 87,25 | 26 869 | 87,12 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 211 698 | 3,92 | 19 419 | 3,93 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 49 791 | 54,37 | 4 567 | 54,39 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 5 799 | 1,15 | 532 | 1,14 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 35 544 | 19,01 | 3 260 | 19,02 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 98 079 | 51,29 | 8 997 | 51,29 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 359 588 | 50,42 | 32 985 | 50,42 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Apriem Advisors | 287 688 | 25,30 | 26 390 | 25,30 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Members Wealth Llc | 2 218 | −19,78 | 203 | −19,76 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 666 043 | 25,95 | 61 096 | 25,95 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 737 034 | 19,46 | 67 608 | 19,46 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 3 500 | 0,00 | 321 | 0,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 830 | −11,04 | 76 | −10,59 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 1 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Triumph Capital Management | 6 816 | −3,22 | 625 | −3,25 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 21 693 | −80,38 | 1 990 | −80,39 | ||||
| 2025-07-24 | 13F | SLT Holdings LLC | 112 203 | −4,12 | 10 292 | −4,12 | ||||
| 2025-08-12 | 13F | Nutshell Asset Management Ltd | 340 000 | 31 188 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 28 733 | 3,10 | 2 636 | 3,09 | ||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 18 741 | −0,74 | 1 719 | −0,69 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 948 411 | −15,48 | 86 998 | −15,48 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 134 824 | −18,38 | 12 367 | −18,12 | ||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 72 887 | 0,30 | 6 686 | 0,29 | ||||
| 2025-07-09 | 13F | Navigation Wealth Management, Inc. | 7 223 | 663 | ||||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 18 300 | −3,30 | 1 679 | −3,29 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 23 775 | 14,80 | 2 181 | 14,80 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2 368 | 41,71 | 217 | 42,76 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 3 471 | 318 | ||||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 171 334 | 2,47 | 15 716 | 2,47 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 9 859 | 25,15 | 904 | 25,21 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 762 476 | −21,84 | 69 942 | −21,84 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 5 108 | 469 | ||||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 544 220 | 42,61 | 26 603 | −28,01 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 31 902 | 33,17 | 2 926 | 33,18 | ||||
| 2025-08-14 | 13F | Kintayl Capital LP | 43 579 | −43,09 | 3 998 | −43,10 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 197 | 18 | ||||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 8 153 | 79,31 | 748 | 79,14 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1 844 | −25,62 | 169 | −25,55 | ||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 3 787 | −93,90 | 347 | −93,91 | ||||
| 2025-08-19 | 13F | Cim, Llc | 46 929 | −1,72 | 4 305 | −1,74 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 11 498 | 66,73 | 1 055 | 67,30 | ||||
| 2025-06-25 | NP | MNA - IQ Merger Arbitrage ETF | 114 178 | −48,40 | 10 472 | −48,33 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 87 297 | −4,91 | 7 989 | −5,13 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 9 810 | −76,69 | 900 | −76,63 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 1 534 | −66,07 | 140 | −66,18 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 3 500 | 0,00 | 321 | 0,00 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 14 328 | −37,19 | 1 310 | −37,20 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 5 793 | −36,07 | 531 | −36,10 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 27 908 | −47,67 | 2 560 | −47,69 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 57 | 0,00 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 146 583 | 102,60 | 13 446 | 102,62 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 88 981 | 1 147,63 | 8 162 | 1 148,01 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 80 337 | −0,78 | 7 369 | −0,78 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 23 718 | 91,37 | 2 176 | 91,46 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 28 753 | 101,48 | 2 638 | 101,45 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 10 233 | 939 | ||||||
| 2025-08-01 | 13F | Providence First Trust Co | 8 570 | −27,31 | 786 | −27,29 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 3 196 | −87,58 | 293 | −87,58 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 27 188 | 9,62 | 2 494 | 9,58 | ||||
| 2025-04-25 | 13F | Hutchens & Kramer Investment Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Little House Capital Llc | 3 333 | −76,45 | 306 | −76,50 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 22 263 | 360,26 | 2 038 | 359,82 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 35 874 | 19,96 | 3 291 | 19,94 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 55 579 | 629,48 | 5 098 | 630,37 | ||||
| 2025-04-22 | 13F | VanWeelden Wealth Management, LLC | 166 034 | −5,88 | 15 230 | −5,57 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3 730 | 0,97 | 342 | 1,18 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 7 753 | 3,02 | 1 | |||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 6 409 | −5,28 | 588 | −5,32 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 112 383 | 841,86 | 10 309 | 842,23 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 35 055 | −5,30 | 3 216 | −5,30 | ||||
| 2025-08-12 | 13F | Tairen Capital Ltd | 29 100 | 162,16 | 2 669 | 162,18 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 83 849 | −27,56 | 7 691 | −27,56 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 6 487 | 7,38 | 595 | 7,40 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Client First Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 54 959 | 5 041 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 8 213 071 | 21,52 | 753 385 | 21,52 | ||||
| 2025-08-12 | 13F | OneAscent Investment Solutions LLC | 3 207 | −29,96 | 0 | |||||
| 2025-08-12 | 13F | Prudential Plc | 7 450 | 683 | ||||||
| 2025-08-13 | 13F | Sun Life Financial Inc | 80 725 | 7 | ||||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 3 243 | 1,89 | 297 | 2,06 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 2 187 | 201 | ||||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 33 910 | −14,79 | 3 111 | −14,79 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 5 860 | 538 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 5 470 | 4,77 | 502 | 4,81 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 4 475 | 90,99 | 410 | 91,59 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 286 531 | −11,13 | 26 283 | −11,13 | ||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 338 948 | −3,06 | 31 092 | −3,06 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 86 416 | 0,42 | 7 927 | 0,42 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 5 308 | 487 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 648 541 | 13,40 | 151 221 | 13,40 | ||||
| 2025-05-15 | 13F | Cullen Capital Management, LLC | 22 359 | 2 051 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 15 | −48,28 | 1 | −50,00 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 13 680 | 1 255 | ||||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 393 418 | −8,93 | 36 088 | −8,93 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 26 783 | −57,97 | 2 457 | −57,98 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 371 421 | 3,06 | 34 070 | 3,06 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 43 786 | 32,98 | 4 017 | 32,98 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 015 | −5,74 | 1 010 | −5,70 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 20 123 | 37,73 | 1 846 | 37,69 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 8 911 | 18,09 | 817 | 18,06 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 4 686 | 101,98 | 0 | |||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 2 842 | 8,56 | 261 | 8,33 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 33 601 | 8,70 | 3 082 | 8,71 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 5 567 | 34,79 | 511 | 35,28 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 26 | 0,00 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 262 323 | 9,11 | 24 | 9,09 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 16 | 1 | ||||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 16 829 | −0,91 | 1 544 | −0,90 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 14 449 | −69,33 | 1 325 | −69,34 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 825 | 12,86 | 76 | 11,94 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 196 673 | 1 528,09 | 18 041 | 1 528,16 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 26 288 | −6,02 | 2 411 | −6,00 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 53 691 | 5,65 | 4 925 | 5,66 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 3 969 | 0,13 | 364 | 0,28 | ||||
| 2025-07-31 | 13F | City State Bank | 13 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Acas, Llc | 20 467 | 2,65 | 1 874 | 2,80 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4 300 | 451,28 | 0 | |||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 117 757 | −0,66 | 10 802 | −0,67 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 241 380 | −11,46 | 22 142 | −11,46 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 3 473 | −5,55 | 319 | −5,64 | ||||
| 2025-08-25 | NP | TINIX - AXS Tactical Income Fund Class I Shares | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 2 354 | 216 | ||||||
| 2025-07-07 | 13F | Bangor Savings Bank | 546 | 50 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 79 650 | −79,83 | 7 306 | −79,83 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 26 420 | 9,15 | 2 424 | 9,14 | ||||
| 2025-08-28 | NP | GPIGX - GuidePath(R) Growth and Income Fund | 9 881 | 445,91 | 906 | 445,78 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 21 841 | −0,43 | 2 003 | −0,45 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 2 367 | −1,54 | 217 | −1,36 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 436 952 | 10,03 | 40 082 | 10,02 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 14 633 | −2,11 | 1 342 | −2,19 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 36 349 | −4,88 | 3 334 | −4,88 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 5 779 | 152,03 | 530 | 152,38 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 3 819 | 12,95 | 350 | 12,90 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 252 044 | 1,53 | 23 120 | 1,52 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 48 045 | −14,88 | 4 | −20,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3 763 | 4,07 | 345 | 4,23 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 28 | 0,00 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 18 794 | −46,66 | 1 724 | −46,48 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 9 595 | 1,53 | 880 | 1,62 | ||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 7 104 | 0,78 | 652 | 0,77 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 35 221 | −2,24 | 3 231 | −2,24 | ||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 124 063 | 32,20 | 11 380 | 32,20 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 22 | 0,00 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 31 890 | 2 925 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 1 275 573 | −30,93 | 117 008 | −30,93 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 105 392 | 1 007,18 | 9 668 | 1 007,33 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 2 557 | −82,09 | 235 | −82,12 | ||||
| 2025-05-12 | 13F | Longfellow Investment Management Co Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 583 186 | −3,24 | 53 496 | −3,24 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 193 | −8,53 | ||||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 540 874 | 0,49 | 50 | 0,00 | ||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 31 005 | 157,92 | 2 844 | 158,08 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4 075 | 18,39 | 374 | 18,41 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 69 802 | −2,93 | 6 403 | −2,94 | ||||
| 2025-05-12 | 13F | Cooper Financial Group | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 69 | 0,00 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 37 037 | 232,83 | 3 397 | 233,04 | ||||
| 2025-07-15 | 13F | DSG Capital Advisors, LLC | 75 382 | −13,07 | 6 915 | −13,06 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 103 225 | 315,83 | 9 469 | 315,81 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 52 791 | 13,61 | 4 843 | 13,61 | ||||
| 2025-05-13 | 13F/A | Magnolia Capital Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 460 935 | −19,19 | 42 282 | −19,19 | ||||
| 2025-08-14 | 13F | PYA Waltman Capital, LLC | 5 537 | 0,22 | 508 | 0,20 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 9 492 | −10,50 | 871 | −10,49 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 6 809 | −0,29 | 625 | 0,00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 2 359 | −75,50 | 216 | −75,54 | ||||
| 2025-04-29 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Main Street Group, LTD | 220 | −47,62 | 20 | −47,37 | ||||
| 2025-08-05 | 13F | K.J. Harrison & Partners Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 95 | 0,00 | 9 | 0,00 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 19 399 | 234,47 | 1 779 | 235,66 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 801 463 | 10 163,32 | 74 | |||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 6 538 | −1,82 | 600 | −1,80 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 57 798 | 43,19 | 5 302 | 43,19 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 22 759 012 | 5,15 | 2 087 684 | 5,15 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 3 587 | −4,19 | 329 | −4,08 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 7 600 | 8,57 | 697 | 8,57 | |||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 325 434 | −13,46 | 29 852 | −13,45 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 2 349 976 | 9,06 | 215 563 | 9,06 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 355 473 | 17,00 | 33 | 18,52 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 48 792 | 8,71 | 4 476 | 8,72 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 38 122 | 9,91 | 3 497 | 9,90 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 28 415 | 2,53 | 2 607 | 2,52 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 25 110 | −13,76 | 2 303 | −13,75 | ||||
| 2025-08-14 | 13F | First Wilshire Securities Management Inc | 74 702 | −33,19 | 6 852 | −33,20 | ||||
| 2025-08-08 | 13F | Donoghue Forlines LLC | 294 166 | 26 984 | ||||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 84 047 | −21,85 | 7 710 | −21,86 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 90 049 | 30,21 | 8 260 | 30,22 | ||||
| 2025-04-21 | 13F | Liquid Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 21 507 | 66,13 | 1 973 | 66,13 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 162 955 | −22,58 | 14 942 | −22,62 | ||||
| 2025-07-28 | 13F | Tlwm | 36 608 | 92,02 | 3 358 | 92,11 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 5 634 | 1 747,21 | 517 | 1 811,11 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 4 227 | −31,57 | 388 | −31,63 | ||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 6 533 | −8,13 | 599 | −8,13 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1 557 886 | 108,27 | 147 515 | 114,98 | ||||
| 2025-05-05 | 13F | Lowery Thomas, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Madison Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 8 954 | −24,89 | 821 | −24,89 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 714 115 | 1,75 | 65 299 | 1,75 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 18 255 | −43,23 | 1 675 | −43,23 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 33 670 | 12,63 | 3 089 | 12,62 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 18 325 | 251,32 | 1 681 | 251,46 | ||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 405 565 | 0,63 | 37 203 | 0,63 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 60 128 | 0,38 | 5 515 | 0,38 | ||||
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 24 079 | −20,10 | 2 209 | −20,12 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 482 | 205,06 | 44 | 214,29 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 3 660 | 336 | ||||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Thor Trading Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Portland Investment Counsel Inc. | 9 789 | −57,83 | 898 | −57,87 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 41 136 | 392,65 | 3 773 | 393,20 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 316 | 135,82 | 29 | 133,33 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 23 | 0,00 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 38 043 | 7,56 | 3 490 | 7,55 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 3 295 | 41,96 | 302 | 42,45 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 7 792 | 20,04 | 715 | 19,77 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 19 832 | −88,77 | 1 819 | −88,77 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 2 200 | 0,00 | 202 | 0,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 50 | −57,26 | 5 | −60,00 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 748 | 69 | ||||||
| 2025-07-22 | NP | GMMA - GammaRoad Market Navigation ETF | 36 828 | 3 379 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4 565 | 18,88 | 419 | 18,75 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 443 976 | 38,54 | 40 724 | 38,57 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 10 338 | 32,27 | 948 | 32,40 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 99 776 | 9,80 | 9 | 12,50 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 23 137 | 110,78 | 2 122 | 110,93 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 13 986 | −22,90 | 1 283 | −22,96 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2 883 | 20,58 | 265 | 20,55 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 3 318 | −3,01 | 304 | −2,88 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 61 870 | −10,74 | 5 675 | −10,74 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 2 309 | −44,64 | 212 | −44,76 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 3 417 | −6,87 | 313 | −6,85 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 248 091 | −10,59 | 22 757 | −10,59 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 2 433 | 223 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 41 820 | −0,91 | 3 836 | −0,90 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 234 053 | −12,44 | 21 470 | −12,45 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 |
