Grundläggande statistik
| Institutionella ägare | 391 total, 387 long only, 1 short only, 3 long/short - change of 1,55% MRQ |
| Genomsnittlig portföljallokering | 0.1962 % - change of 1,78% MRQ |
| Institutionella aktier (lång) | 31 211 127 (ex 13D/G) - change of 0,41MM shares 1,33% MRQ |
| Institutionellt värde (lång) | $ 926 769 USD ($1000) |
Institutionellt ägande och aktieägare
Global X Funds - Global X Robotics & Artificial Intelligence ETF (US:BOTZ) har 391 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 31,211,127 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, UBS Group AG, Wells Fargo & Company/mn, Jpmorgan Chase & Co, Commonwealth Equity Services, Llc, Mirae Asset Global Investments Co., Ltd., Raymond James Financial Inc, and Barclays Plc .
Global X Funds - Global X Robotics & Artificial Intelligence ETF (NasdaqGM:BOTZ) 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 9, 2025 is 33,82 / share. Previously, on September 10, 2024, the share price was 29,41 / share. This represents an increase of 14,99% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-28 | 13F | Coastline Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | RMR Wealth Builders | 7 598 | 248 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 95 217 | 8,54 | 3 109 | 24,52 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 012 710 | 66,62 | 33 065 | 91,15 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 595 877 | 498,28 | 19 | 850,00 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 7 376 | −23,94 | 241 | −12,36 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 2 105 | 0,00 | 69 | 15,25 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 450 | 15 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 43 500 | 74,70 | 1 420 | 100,56 | |||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 3 308 | 108 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 14 028 | −71,92 | 458 | −67,77 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 635 | 0,00 | 21 | 11,11 | ||||
| 2025-05-02 | 13F | Fortis Group Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6 268 | 205 | ||||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 10 250 | −10,09 | 335 | 3,09 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 214 543 | 3,54 | 7 005 | 18,79 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 133 | −6,34 | 4 | 0,00 | ||||
| 2025-04-28 | 13F | Vontobel Holding Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 29 965 | −51,42 | 978 | −44,27 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 28 603 | −7,31 | 934 | 6,26 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 6 688 | 218 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 71 600 | −3,11 | 2 338 | 11,13 | |||
| 2025-05-15 | 13F | BTG Pactual Asset Management US LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 243 463 | 10,62 | 8 | 16,67 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 8 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 9 012 | 1,76 | 294 | 16,67 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 18 036 | 589 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 90 | 0,00 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Uniting Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 190 | 0,00 | 6 | 20,00 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 100 353 | 32,70 | 3 277 | 52,23 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 7 410 | 0,00 | 242 | 14,76 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 19 358 | 25,95 | 632 | 44,62 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 17 823 | 0,00 | 1 | |||||
| 2025-05-01 | 13F | ADG Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 234 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 8 987 | −0,85 | 293 | 14,01 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 41 644 | 11,18 | 1 360 | 27,49 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 8 280 | 7,69 | 270 | 23,85 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | GKV Capital Management Co., Inc. | 278 | 8 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 9 358 | 306 | ||||||
| 2025-08-15 | 13F | Harvest Fund Management Co., Ltd | 98 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 9 358 | −30,07 | 266 | −37,70 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 8 491 | −11,43 | 277 | 1,84 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 12 | 0,00 | 0 | |||||
| 2025-05-14 | 13F | Smartleaf Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 17 291 | −0,29 | 565 | 14,40 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 306 | 867,41 | 43 | 1 300,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 122 308 | 10,59 | 4 | 0,00 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 245 767 | −1,13 | 8 | 14,29 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 26 042 | −11,26 | 850 | 1,80 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1 727 | 56 | ||||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 105 | −55,88 | 3 | −50,00 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 9 188 | 0,00 | 300 | 14,56 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 67 480 | 6,16 | 2 203 | 21,85 | ||||
| 2025-08-07 | 13F | PFG Advisors | 8 847 | −8,65 | 289 | 4,73 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1 000 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 206 | 0,00 | 7 | 20,00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 916 | 0,00 | 63 | 14,81 | ||||
| 2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 314 | −53,42 | 76 | −52,53 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 56 | 0 | ||||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 9 | 200,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 10 767 | −2,36 | 352 | 12,14 | ||||
| 2025-08-07 | 13F | Nwam Llc | 6 126 | 206 | ||||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 10 230 | 0,00 | 334 | 14,78 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 9 051 | 20,42 | 296 | 38,50 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 65 852 | −2,12 | 2 150 | 12,33 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 12 596 | 9,51 | 412 | 25,99 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 375 | 0,00 | 12 | 20,00 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 9 116 | −8,73 | 298 | 4,58 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 90 668 | 6,81 | 2 960 | 22,57 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 18 467 | −6,20 | 604 | 7,86 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 14 670 | −1,15 | 479 | 13,27 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 79 569 | 3 165,04 | 2 | −97,10 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 16 242 | 0,31 | 530 | 15,22 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 14 177 | −10,01 | 463 | 3,13 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 400 | 0,00 | 13 | 18,18 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 17 281 | 3,30 | 1 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12 709 | −6,88 | 415 | 6,70 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 11 553 | 2,90 | 377 | 18,18 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2 664 | 9,86 | 87 | 24,64 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 63 | 226,32 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 22 457 | 8,90 | 733 | 25,09 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 19 473 | 250,80 | 636 | 301,90 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 4 359 | 0 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 4 000 | 0,00 | 131 | 15,04 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 103 245 | −1,86 | 3 371 | 12,56 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 6 754 | 221 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 75 | 2 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 441 085 | 26,10 | 14 401 | −48,74 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 522 | 3,16 | 17 | 21,43 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 7 442 | −20,13 | 243 | −8,68 | ||||
| 2025-04-24 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 30 154 | −36,15 | 985 | −26,79 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 3 119 | −7,42 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 109 025 | 7,63 | 3 560 | 23,49 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 618 | 0,00 | 20 | 17,65 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 2 550 | 0,00 | 83 | 15,28 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 29 650 | 4,92 | 968 | 20,40 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 802 | 0,00 | 26 | 18,18 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 31 321 | 27,05 | 1 023 | 45,79 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 600 | 0,00 | 20 | 11,76 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 95 | 3 | ||||||
| 2025-08-12 | 13F | Close Asset Management Ltd | 10 000 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 211 505 | 6 906 | ||||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 45 187 | −2,33 | 1 475 | 12,08 | ||||
| 2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 10 337 | 330 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4 229 | −43,91 | 138 | −35,51 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 414 | 0,00 | 14 | 18,18 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3 805 | 23,54 | 124 | 42,53 | ||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-25 | 13F | SPC Financial, Inc. | 28 621 | 0,93 | 934 | 15,74 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 31 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 278 607 | 97,93 | 9 097 | 127,06 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 30 | 50,00 | 1 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1 422 611 | −26,51 | 46 448 | −15,69 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 25 333 | 30,89 | 827 | 50,36 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 15 187 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 24 799 | 92,48 | 851 | 131,25 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2 512 | 31,86 | 82 | 36,67 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 4 897 | 0,00 | 160 | 14,39 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9 928 | 200,58 | 324 | 208,57 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 10 000 | 0,00 | 327 | 15,14 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 8 007 | −1,50 | 261 | 12,99 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 11 506 | 5,40 | 376 | 20,97 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6 488 | 212 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 14 683 | 0,00 | 479 | 14,87 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 6 739 | 220 | ||||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 362 407 | 4,16 | 11 833 | 19,49 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 26 382 | −3,67 | 861 | 10,53 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 35 269 | 67,40 | 1 152 | 92,15 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7 491 | −16,85 | 244 | −4,69 | ||||
| 2025-04-25 | 13F | Wealthbridge Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 607 352 | 0,48 | 19 830 | 15,28 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 60 | 0,00 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2 828 | −4,91 | 92 | 9,52 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 20 049 | −4,11 | 655 | 9,92 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 28 137 | −0,99 | 919 | 13,61 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 3 928 | −0,25 | 126 | 12,50 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 37 200 | 332,56 | 1 215 | 397,54 | |||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 40 053 | −3,82 | 1 308 | 9,01 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 20 336 | 664 | ||||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 41 300 | 34,97 | 1 348 | 54,94 | |||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 7 | −30,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 141 090 | 11,71 | 4 606 | 28,16 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 660 | 0,00 | 22 | 16,67 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 9 862 | 27,45 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 1 103 | 0,00 | 36 | 16,13 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 14 403 | 27,38 | 470 | 46,42 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 9 857 | −13,05 | 322 | −0,31 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 10 294 | 9,80 | 336 | 26,32 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 80 | 0,00 | 3 | 0,00 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 2 055 | 0,00 | 67 | 15,52 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 10 592 | 6,32 | 346 | 21,91 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 23 950 | −10,89 | 782 | 2,23 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 5 885 901 | −4,92 | 192 175 | 9,08 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 202 744 | 12,41 | 6 620 | 28,95 | ||||
| 2025-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 12 157 | 20,24 | 397 | 37,98 | ||||
| 2025-08-07 | 13F | Commerce Bank | 9 723 | −4,89 | 317 | 9,31 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 15 470 | 11,94 | 505 | 28,50 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 492 | 0,00 | 16 | 23,08 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 396 | 0,00 | 13 | 9,09 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 19 480 | 636 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10 | −99,08 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 9 615 | 17,37 | 314 | 34,19 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 42 643 | −9,32 | 1 392 | 4,04 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 182 445 | 15,02 | 5 957 | 31,95 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 10 650 | 0,00 | 348 | 14,52 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 185 | 117,65 | 6 | 200,00 | ||||
| 2025-05-09 | 13F | Farrow Financial Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 426 580 | −9,06 | 13 929 | 4,33 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 801 | 130,84 | 26 | 188,89 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 12 075 | 12,24 | 394 | 28,76 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 615 | 48,19 | 20 | 81,82 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 7 262 | −38,59 | 237 | −17,99 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 19 017 | −4,03 | 621 | 10,12 | ||||
| 2025-08-14 | 13F | Fmr Llc | 12 247 | −14,31 | 400 | −1,72 | ||||
| 2025-04-23 | 13F | PBMares Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 1 832 | −33,60 | 60 | −24,36 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 980 | 32 | ||||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 14 278 | −0,94 | 466 | 13,66 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1 099 | 0,00 | 36 | 12,90 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 34 119 | 1,05 | 1 114 | 15,94 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 910 310 | 7,53 | 30 | 20,83 | ||||
| 2025-05-07 | 13F | Ramirez Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 525 | 0,00 | 17 | 21,43 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 664 | 51,60 | 22 | 75,00 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 647 | 5,89 | 0 | |||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 50 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 9 531 | 0,11 | 311 | 15,19 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 13 768 | −20,54 | 450 | −8,92 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 23 | 53,33 | 1 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 684 877 | 12,67 | 22 361 | 27,07 | ||||
| 2025-04-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 68 071 | 28,43 | 2 223 | 47,35 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 12 211 | −28,71 | 399 | −18,28 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10 862 | 355 | ||||||
| 2025-07-31 | 13F | CNB Bank | 112 | 4 | ||||||
| 2025-08-06 | 13F | Nvwm, Llc | 8 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 102 823 | −0,24 | 3 357 | 14,46 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 575 | 22,34 | 19 | 20,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 39 704 | −65,02 | 1 296 | −59,88 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 61 177 | 18,19 | 1 997 | 35,57 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 868 | −0,57 | 25 | −11,11 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 10 | −75,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 3 118 575 | 3,71 | 101 822 | 18,98 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 311 665 | 4,63 | 75 476 | 20,03 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 501 | 0,00 | 16 | 14,29 | ||||
| 2025-05-15 | 13F | Cardiff Park Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8 634 | 282 | ||||||
| 2025-05-14 | 13F | Walleye Capital LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-12 | 13F | Prudential Plc | 62 600 | 36,68 | 2 044 | 56,79 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 55 750 | 22,11 | 1 587 | 8,78 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3 726 | 0,00 | 122 | 16,35 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 99 891 | 0,14 | 3 261 | 14,90 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 7 062 | 0,09 | 231 | 15,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 111 978 | 52,43 | 3 642 | 71,26 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 700 | 0,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 25 271 | −15,04 | 825 | −2,48 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 263 837 | 9,59 | 8 614 | 25,73 | ||||
| 2025-05-12 | 13F | Prestige Wealth Management Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1 000 | 0,00 | 33 | 0,00 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 391 | 1 296,43 | 13 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 26 119 | 9,39 | 853 | 25,48 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 42 961 | 0,00 | 1 403 | 14,72 | ||||
| 2025-04-18 | 13F | Insigneo Advisory Services, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 9 000 | 0,00 | 294 | 14,45 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 14 500 | 473 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 12 200 | 0,38 | 398 | 15,36 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 36 860 | −10,58 | 1 203 | 2,56 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 33 627 | −19,05 | 1 098 | −7,19 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 18 355 | −11,71 | 599 | 1,35 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 832 | 27 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 43 673 | −1,85 | 1 426 | 12,56 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 23 275 | 19,41 | 760 | 37,00 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 218 | 7 | ||||||
| 2025-04-30 | 13F | BCJ Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 2 589 | 0,00 | 85 | 15,07 | ||||
| 2025-04-08 | 13F | Avondale Wealth Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 913 | 30 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 17 649 | 0,28 | 576 | 15,20 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 22 726 | 6,31 | 742 | 22,04 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 158 040 | 5 160 | ||||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 6 992 | 29,43 | 229 | 49,02 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 40 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 68 794 | 17,37 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 49 505 | 8,10 | 1 616 | 23,93 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 225 | −33,63 | 7 | −22,22 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 698 | 0,00 | 23 | 15,79 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 791 | −64,82 | 58 | −60,42 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 217 304 | −8,32 | 7 | 16,67 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 8 289 | 8,18 | 271 | 23,85 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 2 774 | 0,00 | 91 | 15,38 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 200 | 0,00 | 7 | 20,00 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 841 | 0,00 | 27 | 17,39 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 7 968 | −63,92 | 260 | −58,60 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 80 555 | −6,60 | 2 630 | 7,17 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | IMS Capital Management | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 26 504 | −1,20 | 865 | 13,37 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 6 121 | 200 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 700 | 0,00 | 23 | 15,79 | ||||
| 2025-05-15 | 13F | Pinnacle Financial Group, LLC / IL | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Axos Invest Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 343 383 | −0,35 | 11 211 | 14,33 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 18 881 | 616 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 925 | 30 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7 595 | −18,41 | 248 | −6,44 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 669 | −30,89 | 544 | −20,70 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 34 286 | 1 119 | ||||||
| 2025-04-29 | 13F | Callan Capital, LLC | 13 134 | 0,00 | 374 | −10,98 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 335 | 0,00 | 11 | 11,11 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 683 | 0,00 | 22 | 15,79 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 2 750 | 1,85 | 90 | 17,11 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 119 625 | 4,29 | 3 906 | 19,64 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 59 574 | 6,86 | 1 945 | 22,64 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 9 811 | −3,44 | 320 | 10,73 | ||||
| 2025-08-14 | 13F | Crawford Fund Management, LLC | Put | 21 500 | −20,37 | 702 | −8,72 | |||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 107 | 76,32 | 69 | 100,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 41 696 | −13,96 | 1 367 | −0,87 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 278 | 0,00 | 9 | 28,57 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 13 393 | −0,15 | 437 | 14,70 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 47 750 | 1 563 | ||||||
| 2025-08-14 | 13F | Nan Shan Life Insurance Co., Ltd. | 110 000 | 0,00 | 3 592 | 14,73 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 333 567 | −13,09 | 10 889 | −0,31 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 376 | 0,00 | 12 | 20,00 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 114 428 | 12,71 | 3 736 | 29,32 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 17 107 | −0,90 | 559 | 13,65 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 285 015 | 38,85 | 9 306 | 59,30 | ||||
| 2025-08-14 | 13F | Hancock Prospecting Pty Ltd | 45 766 | 0,00 | 1 494 | 14,75 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 2 411 | 0,00 | 79 | 14,71 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 951 | 56,41 | 31 | 82,35 | ||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 8 073 | −90,16 | 0 | |||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 45 011 | 5,89 | 1 470 | 21,51 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 14 167 | −83,54 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 93 733 | −13,22 | 3 060 | −0,46 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 27 026 | 1,19 | 882 | 16,05 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 135 | 4 | ||||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 132 | 0,00 | 4 | 33,33 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 2 255 | 226 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 8 185 | −0,63 | 233 | −11,79 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1 112 | 0,00 | 36 | 16,13 | ||||
| 2025-08-14 | 13F | Rafferty Asset Management, LLC | 433 742 | −3,18 | 14 162 | 11,08 | ||||
| 2025-06-27 | NP | UBOT - Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 3X Shares | 369 063 | −17,62 | 10 540 | −29,09 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 800 | 0,00 | 59 | 13,73 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 105 935 | 1,64 | 3 459 | 16,59 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3 465 | −46,62 | 113 | −38,59 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 295 | 0,00 | 10 | 12,50 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 160 | 0,00 | 5 | 25,00 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 212 183 | 1 619,61 | 6 928 | 1 873,50 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 238 | 20,20 | 8 | 40,00 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 15 155 | 495 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 8 622 | 0,02 | 282 | 14,69 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 15 946 | 0,91 | 521 | 15,81 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 97 804 | 2,95 | 3 193 | 18,13 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 3 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 5 | 0 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 902 | 0,00 | 29 | 16,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 410 450 | −10,50 | 13 401 | 2,68 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 4 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 31 939 | 0,04 | 1 045 | 15,09 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 348 | 0,00 | 11 | 22,22 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-08 | 13F | Pacifica Partners Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 50 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 26 398 | 0,00 | 862 | 14,65 | ||||
| 2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 500 | 0,00 | 16 | 14,29 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 342 508 | 17,02 | 43 833 | 34,24 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 620 | 0,00 | 20 | 17,65 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 385 | 0,00 | 13 | 20,00 | ||||
| 2025-04-28 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 315 | 10 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4 615 | 4,72 | 151 | 20,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 62 029 | 4,28 | 2 076 | 22,70 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 36 318 | −2,70 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 24 919 | 1,30 | 814 | 16,14 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 7 200 | 235 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 10 676 | −21,83 | 349 | −10,31 | ||||
| 2025-04-25 | 13F | Tradewinds Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 12 327 | −20,35 | 402 | −8,64 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 4 134 | 135 | ||||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 350 | 0,00 | 11 | 22,22 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 13 331 | 9,54 | 435 | 25,72 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 612 | −97,24 | 53 | −96,87 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 22 700 | −50,00 | 741 | −42,65 | |||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 7 667 | 250 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 264 | 9 | ||||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 37 982 | 8,11 | 1 240 | 24,12 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 6 516 | 9,68 | 213 | 25,44 | ||||
| 2025-08-19 | 13F | Slocum, Gordon & Co LLP | 1 724 | 0,00 | 56 | 14,29 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 1 870 | 0,00 | 61 | 15,09 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 11 772 | −19,00 | 384 | −7,02 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 | 0 | ||||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 600 | 0,00 | 20 | 11,76 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 11 505 | 376 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 449 | 12,25 | 15 | 27,27 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 7 400 | 179 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 59 699 | 2,45 | 1 949 | 17,55 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 37 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 300 | 0,00 | 10 | 12,50 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 13 528 | −1,36 | 442 | 13,08 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 40 705 | 4,23 | 1 329 | 19,62 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 315 | 0,32 | 10 | 25,00 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 9 654 | 0,00 | 315 | 14,96 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 101 218 | 31,58 | 3 305 | 50,94 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 174 748 | −0,55 | 5 706 | 14,10 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 9 144 | −20,85 | 299 | −9,15 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 6 740 | 220 | ||||||
| 2025-04-11 | 13F | Insight Advisors, LLC/ PA | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 48 312 | 11,33 | 1 577 | 27,69 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 553 546 | −16,16 | 18 073 | −3,82 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 7 680 | −0,18 | 251 | 14,68 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 277 | 0,00 | 9 | 28,57 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 17 439 | 0,00 | 569 | 14,72 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 405 | 0,00 | 13 | 18,18 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 11 181 | 2,05 | 365 | 17,36 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11 444 | −2,33 | 374 | 12,01 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 16 595 | 6,04 | 542 | 21,57 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 9 776 | −12,57 | 319 | 0,31 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 36 011 | −15,39 | 1 176 | −2,97 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1 376 | 0,00 | 45 | 12,82 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 16 941 | 0,02 | 553 | 14,73 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 414 | 0,00 | 14 | 18,18 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 14 413 | −6,29 | 471 | 7,55 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 7 690 | 251 | ||||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 19 102 | 6,02 | 624 | 21,68 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 292 | 524,15 | 42 | 740,00 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 349 172 | 4,67 | 11 400 | 20,08 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 8 219 | 268 | ||||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 40 494 | −2,41 | 1 322 | 12,03 | ||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 106 013 | −13,06 | 3 | 0,00 | ||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 5 000 | 25,00 | 163 | 44,25 | ||||
| 2025-06-27 | 13F | Copley Financial Group, Inc. | 81 | 0,00 | 3 | 0,00 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 21 221 | −7,79 | 693 | 5,81 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 8 002 | 0,00 | 261 | 14,98 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 15 500 | 58,88 | 518 | 87,00 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 15 793 | 0,00 | 1 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 13 319 | 0,52 | 435 | 15,12 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 470 | 0,00 | 15 | 15,38 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 386 | −61,48 | 13 | −57,14 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2 905 | 3,34 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 106 265 | 0,64 | 3 470 | 15,44 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 800 | 0,00 | 26 | 18,18 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 24 380 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 200 | 0,00 | 7 | 20,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 13 434 | 439 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 5 273 | 20,80 | 172 | 38,71 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 12 339 | −16,50 | 403 | −4,29 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 16 927 | −83,21 | 553 | −80,72 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 10 993 | 0,00 | 359 | 14,74 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 321 | 10 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 621 | 0,00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 138 | 81,58 | 5 | 100,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 27 740 | −11,50 | 906 | 1,46 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 121 608 | −3,38 | 3 980 | 11,08 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 213 | 0,00 | 7 | 0,00 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 7 431 | −0,96 | 243 | 13,62 | ||||
| 2025-08-14 | 13F | Peak6 Llc | Call | 13 500 | 0,00 | 441 | 14,58 | |||
| 2025-07-30 | 13F/A | Alpha Wealth Funds, LLC | 26 367 | −3,73 | 861 | 10,40 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 10 092 | 330 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 1 000 | 33 | ||||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 938 | 0,00 | 27 | −10,34 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 18 100 | 591 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 154 602 | 315,97 | 5 048 | 377,48 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 87 700 | 130,18 | 2 863 | 164,11 | |||
| 2025-07-07 | 13F | Trust Co | 206 | 0,00 | 7 | 20,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 54 851 | −19,94 | 1 791 | −8,16 |
Other Listings
| MX:BOTZ | |
| PE:BOTZ | |
| GB:0IY3 | |
| KZ:BOTZ_KZ | 34,40 US$ |
