Grundläggande statistik
| Institutionella ägare | 473 total, 469 long only, 1 short only, 3 long/short - change of 13,94% MRQ |
| Genomsnittlig portföljallokering | 0.4204 % - change of 6,10% MRQ |
| Institutionella aktier (lång) | 17 438 777 (ex 13D/G) - change of 3,02MM shares 20,93% MRQ |
| Institutionellt värde (lång) | $ 808 359 USD ($1000) |
Institutionellt ägande och aktieägare
Grayscale Bitcoin Mini Trust (US:BTC) har 473 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 17,492,837 aktier. Största aktieägare inkluderar Horizon Kinetics Asset Management Llc, Millennium Management Llc, Sloy Dahl & Holst, LLC, Ovata Capital Management Ltd, Emory University, ParaFi Capital LP, Kaleidoscope Capital Lp, KINETICS PORTFOLIOS TRUST - Kinetics Internet Portfolio, KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio, and Susquehanna International Group, Llp .
Grayscale Bitcoin Mini Trust (ARCA:BTC) 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 15, 2025 is 51,06 / share. Previously, on September 16, 2024, the share price was 25,70 / share. This represents an increase of 98,68% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 175 264 | −2,32 | 6 395 | −14,87 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 226 | 0,00 | 11 | 25,00 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 10 077 | −59,49 | 0 | |||||
| 2025-07-08 | 13F | RMR Wealth Builders | 7 087 | 338 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 116 717 | −3,73 | 5 573 | 26,00 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 1 128 | 0,00 | 54 | 29,27 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 3 016 | 144 | ||||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 4 413 | 211 | ||||||
| 2025-08-14 | 13F | Multicoin Capital Management, LLC | 264 361 | 0,00 | 12 623 | 30,86 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 21 000 | 275,00 | 1 003 | 391,18 | |||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 47 | 0,00 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 35 800 | 56,33 | 1 709 | 104,67 | |||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 12 894 | −0,75 | 616 | 29,75 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 710 | 34 | ||||||
| 2025-04-14 | 13F | IMC-Chicago, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Ciovacco Capital Management LLC | 7 748 | 370 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 733 | 0,00 | 35 | 34,62 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 5 135 | 261 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 109 | 0,00 | 5 | 66,67 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 2 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 67 885 | −3,72 | 3 242 | 26,01 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 10 610 | 0,00 | 507 | 30,75 | ||||
| 2025-08-06 | 13F | S&t Bank/pa | 6 | 0,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 839 | 0 | ||||||
| 2025-08-06 | 13F | Ovata Capital Management Ltd | 567 872 | 27 107 | ||||||
| 2025-04-09 | 13F | American National Bank | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 180 | 0,00 | 9 | 33,33 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 167 227 | 113,85 | 7 985 | 179,88 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 30 761 | 0,00 | 1 469 | 30,84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 15 700 | 26,20 | 750 | 65,34 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 128 | 0,00 | 6 | 50,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 66 100 | 85,67 | 3 156 | 142,96 | |||
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 312 764 | 0,46 | 14 934 | 31,46 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 359 162 | 358,89 | 17 150 | 500,67 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 207 600 | 89,59 | 9 913 | 148,11 | |||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 054 | 5,29 | 50 | 38,89 | ||||
| 2025-05-09 | 13F | JW Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-21 | NP | KINETICS PORTFOLIOS TRUST - Kinetics Global Portfolio | 30 704 | 0,00 | 1 466 | 30,89 | ||||
| 2025-06-30 | NP | SMILX - SMI 50/40/10 Fund | 8 230 | −13,00 | 343 | −19,29 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 2 920 | −37,77 | 139 | −18,71 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 280 | −12,50 | 13 | 18,18 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 2 919 | 139 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 8 730 | 0 | ||||||
| 2025-08-21 | NP | KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio | 119 774 | 0,00 | 5 719 | 30,87 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 27 | 0,00 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 18 | 0,00 | 1 | |||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 9 418 | 450 | ||||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 5 852 | 279 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 22 793 | 1 088 | ||||||
| 2025-04-17 | 13F | Variant Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 22 | 0,00 | 1 | |||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 300 | 0,00 | 14 | 40,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 417 | 0,00 | 20 | 26,67 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 228 | 0,00 | 11 | 25,00 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 9 179 | 438 | ||||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 8 000 | 292 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 14 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 311 | −0,64 | 15 | 27,27 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 4 482 | 214 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 10 860 | −0,22 | 556 | 19,61 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8 508 | 0,29 | 406 | 31,39 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4 212 | 201 | ||||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Mad River Investors | 78 286 | 0,00 | 3 738 | 30,88 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 288 | 227,27 | 14 | 333,33 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 89 897 | 7,15 | 4 | 33,33 | ||||
| 2025-08-11 | 13F | Rpo Llc | 45 900 | 2 192 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 175 | 0,00 | 56 | 33,33 | ||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 52 488 | 76,29 | 2 506 | 130,76 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 12 | 1 | ||||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 238 189 | 11 374 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 7 544 | 0,00 | 360 | 30,91 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 233 398 | −8,23 | 11 145 | 20,09 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 8 921 | 0,00 | 426 | 30,77 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 168 775 | 11,11 | 8 059 | 45,39 | ||||
| 2025-08-14 | 13F | ParaFi Capital LP | 520 000 | 23,81 | 24 830 | 62,02 | ||||
| 2025-08-21 | NP | KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio | 389 280 | 0,00 | 18 588 | 30,86 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4 599 | 220 | ||||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 12 269 | −5,40 | 586 | 23,68 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4 431 | 212 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 8 772 | 34,48 | 419 | 75,63 | ||||
| 2025-08-28 | NP | RENN Fund, Inc. | 1 516 | 2,16 | 72 | 33,33 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 79 077 | 1,97 | 3 776 | 33,44 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 100 | 5 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 34 528 | 51,78 | 1 649 | 98,55 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 669 | 4 678,57 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 21 | 31,25 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 10 810 | 516 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 315 | 0,96 | 15 | 36,36 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 8 314 | −1,73 | 397 | 28,57 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 40 | 0,00 | 2 | 0,00 | ||||
| 2025-05-06 | 13F | Jackson Hole Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 503 | −3,27 | 23 | 21,05 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8 774 | 3,10 | 419 | 34,84 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 432 | 53,19 | 21 | 100,00 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 76 | 0,00 | 4 | 50,00 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 16 | 0,00 | 1 | |||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 6 837 | 326 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 149 | 0,99 | 150 | 32,74 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 95 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 9 202 | 11,61 | 439 | 46,33 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 47 816 | −2,60 | 2 283 | 27,47 | ||||
| 2025-08-11 | 13F | Sprott Inc. | 5 475 | −15,48 | 261 | 10,59 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 74 949 | −2,18 | 3 579 | 28,01 | ||||
| 2025-07-17 | 13F | City Holding Co | 20 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 4 229 | 202 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 16 354 | 0,00 | 781 | 30,87 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 24 043 | 11,42 | 1 148 | 45,87 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 1 999 643 | 11,41 | 95 483 | 45,79 | ||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 7 285 | 0,00 | 348 | 30,94 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 10 156 | −1,55 | 485 | 28,72 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 436 | 21 | ||||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 236 | 0,00 | 11 | 37,50 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 83 | 0,00 | 4 | 0,00 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 22 923 | 87,49 | 1 095 | 137,83 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 134 | 0,00 | 6 | 50,00 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 196 | 0,00 | 9 | 28,57 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 8 636 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 14 906 | 1,50 | 712 | 32,90 | ||||
| 2025-07-25 | 13F | Asset Planning,Inc | 7 650 | 0,00 | 365 | 30,82 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 25 815 | 0,00 | 1 233 | 28,20 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 204 | 7 | ||||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 36 | 0,00 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 36 | 0,00 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 31 423 | −0,43 | 1 500 | 30,32 | ||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 100 | 0,00 | 5 | 33,33 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 1 919 | 0,00 | 92 | 30,00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8 198 | 49,33 | 0 | |||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Gainplan LLC | 21 103 | −39,16 | 1 008 | −20,40 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 135 924 | 17 598,44 | 6 490 | 23 078,57 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 23 973 | 3,82 | 1 145 | 35,87 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 5 627 | −8,27 | 269 | 20,18 | ||||
| 2025-08-05 | 13F | Once Capital Management, LLC | 21 540 | 0,00 | 1 029 | 30,96 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 135 | 0,00 | 6 | 50,00 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 4 544 | 217 | ||||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 10 291 | −6,34 | 491 | 22,75 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 82 688 | 157,43 | 4 | 200,00 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 36 407 | −5,57 | 1 738 | 23,61 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 31 337 | 40,20 | 1 496 | 83,56 | ||||
| 2025-08-28 | NP | BCDF - Horizon Kinetics Blockchain Development ETF | 300 | 14 | ||||||
| 2025-08-04 | 13F | Haven Private, LLC | 15 776 | 0,50 | 753 | 31,64 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Addison Capital Co | 25 313 | −0,01 | 1 209 | 30,88 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 5 089 | 243 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 4 862 | 232 | ||||||
| 2025-04-14 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 2 | 0 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 10 037 | 28,61 | 479 | 68,66 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 6 191 | −7,82 | 296 | 20,41 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 16 184 | 33,80 | 773 | 75,06 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 23 482 | 78,87 | 1 121 | 134,03 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 50 | 0,00 | 0 | |||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 550 | 15,79 | 26 | 52,94 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 20 | 0,00 | 1 | |||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 502 | 24 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 223 | 0,00 | 11 | 25,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 10 775 | −11,47 | 515 | 15,77 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 32 | 2 | ||||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 19 524 | 5,12 | 932 | 37,67 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 7 001 | 10,43 | 334 | 44,59 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 14 430 | −6,48 | 689 | 22,38 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 4 961 | 237 | ||||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 25 | 0,00 | 1 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 59 464 | 700,54 | 2 839 | 812,86 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 105 | 0,00 | 5 | 66,67 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 166 | 0,00 | 8 | 16,67 | ||||
| 2025-05-15 | 13F | Almitas Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ribbit Management Company, LLC | 5 861 | 0,00 | 280 | 30,99 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 7 688 | 0,00 | 367 | 31,07 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 65 | 44,44 | 3 | 200,00 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 12 | 0,00 | 1 | |||||
| 2025-08-06 | 13F | Nvwm, Llc | 45 | 0,00 | 2 | 100,00 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 12 388 | 3,47 | 578 | 32,57 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 114 603 | 12,20 | 5 472 | 46,82 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 808 | 39 | ||||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 23 486 | 9,24 | 1 121 | 42,98 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 20 | 0,00 | 1 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 32 | 0,00 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 201 | 0,00 | 10 | 28,57 | ||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 3 072 369 | 0,38 | 146 706 | 31,36 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 14 434 | 8,84 | 689 | 42,65 | ||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 4 689 | 224 | ||||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 11 178 | −2,78 | 534 | 27,21 | ||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 5 765 | 0,07 | 275 | 30,95 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 10 265 | −8,92 | 490 | 19,22 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15 132 | 8,72 | 723 | 42,41 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 5 241 | 28,14 | 250 | 67,79 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 5 557 | 265 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 63 | 0,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 849 | 11,52 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 6 419 | 0,00 | 307 | 30,77 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 18 087 | 45,52 | 864 | 90,51 | ||||
| 2025-08-14 | 13F | RBF Capital, LLC | 30 000 | 0,00 | 1 432 | 30,90 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 25 844 | 8,06 | 1 234 | 41,51 | ||||
| 2025-08-07 | 13F | Financially Speaking Inc | 55 | 0,00 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 15 683 | 28,27 | 749 | 46,38 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1 228 | 18,08 | 59 | 56,76 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 15 954 | −0,44 | 762 | 30,31 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 49 562 | 10,43 | 2 367 | 44,53 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 134 | 0,00 | 6 | 50,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10 384 | 379 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 75 585 | 5,10 | 4 | 50,00 | ||||
| 2025-08-14 | 13F | Turim 21 Investimentos Ltda. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 41 | 0,00 | 2 | 0,00 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 54 398 | 8,90 | 2 598 | 42,54 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7 315 | 4,07 | 349 | 35,27 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 510 | 0,00 | 24 | 33,33 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 284 | 610,00 | 14 | 1 200,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 11 316 | 12,24 | 540 | 47,14 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 32 | 0,00 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 35 128 | 0,00 | 1 677 | 30,91 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 324 | −5,54 | 15 | 25,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 11 884 | 19,41 | 567 | 56,20 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 2 938 | −4,67 | 140 | 25,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 655 | 0,00 | 31 | 34,78 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Metavasi Capital LP | 101 756 | 4 859 | ||||||
| 2025-08-13 | 13F | Emory University | 535 781 | 0,00 | 25 584 | 30,86 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 17 771 | −2,34 | 849 | 27,90 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 655 939 | 2,63 | 31 321 | 34,30 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 10 663 | 0,00 | 509 | 30,85 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 420 | 0,00 | 20 | 33,33 | ||||
| 2025-05-15 | 13F | Main Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1 711 | 0,00 | 82 | 30,65 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 30 | 0,00 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 16 | 0,00 | 1 | |||||
| 2025-08-06 | 13F | Mcrae Capital Management Inc | 8 918 | 0,00 | 426 | 30,77 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 195 | 9 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2 073 | 5,02 | 76 | −8,54 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 53 | 0,00 | 3 | 100,00 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 34 668 | 8,85 | 1 655 | 42,43 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 15 885 | 5,56 | 759 | 38,07 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 4 395 | 42,88 | 210 | 63,28 | ||||
| 2025-08-13 | 13F | Hbk Investments L P | 226 705 | 10 825 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 707 | 0,00 | 34 | 32,00 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 666 | 0,00 | 32 | 29,17 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 8 806 | 420 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 4 228 | 202 | ||||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 849 | 0,00 | 41 | 33,33 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 361 | −5,25 | 17 | 30,77 | ||||
| 2025-08-14 | 13F | Kids Capital Management, L.p. | 25 000 | 1 194 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Bfsg, Llc | 185 | 0,00 | 9 | 33,33 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 6 476 | 0,00 | 309 | 30,93 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 32 389 | 16 175,88 | 1 547 | 21 985,71 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 10 277 | 0,00 | 491 | 30,67 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 15 586 | 0,00 | 744 | 30,99 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9 034 | −8,38 | 431 | 28,66 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2 | 0 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 4 | 0 | ||||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 4 865 | −1,22 | 384 | 34,74 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 12 431 | −0,09 | 594 | 30,62 | ||||
| 2025-08-13 | 13F | Dixon Mitchell Investment Counsel Inc. | 85 | 0,00 | 4 | 33,33 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 298 376 | 3,18 | 14 247 | 35,02 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 558 | 0,00 | 27 | 30,00 | ||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 5 089 | 243 | ||||||
| 2025-08-14 | 13F | DRW Securities, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Apriem Advisors | 49 687 | 0,67 | 2 373 | 31,70 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 053 | −33,48 | 50 | −12,28 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 19 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 37 | 0,00 | 2 | 0,00 | ||||
| 2025-04-30 | 13F | Correct Capital Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 10 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 5 796 | 601,69 | 277 | 820,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 23 395 | 0,22 | 1 117 | 31,26 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 25 | 400,00 | 1 | |||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 10 652 | 22,32 | 509 | 60,25 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 20 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 192 985 | 3,34 | 9 215 | 35,24 | ||||
| 2025-04-08 | 13F | Avondale Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 36 241 | 39,38 | 1 731 | 82,49 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 11 623 | −1,60 | 555 | 28,54 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 50 | 2 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 21 911 | 9,32 | 1 046 | 43,09 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 5 514 | −0,49 | 263 | 30,20 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 97 | 0,00 | 5 | 33,33 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4 544 | 217 | ||||||
| 2025-08-08 | 13F | Horrell Capital Management, Inc. | 2 125 | −0,05 | 101 | 31,17 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 18 872 | 901 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 49 360 | 68,69 | 2 357 | 120,81 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 243 000 | 60,18 | 11 603 | 109,63 | |||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 4 528 | 216 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 31 800 | −16,75 | 1 518 | 8,97 | |||
| 2025-08-07 | 13F | Allworth Financial LP | 694 | −18,83 | 33 | −5,71 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 62 843 | 2,47 | 3 001 | 34,11 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 2 886 | 0,52 | 138 | 31,73 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 950 | 0,00 | 45 | 32,35 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 38 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 5 661 | 0,00 | 270 | 31,07 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 40 134 | 27,23 | 1 916 | 66,46 | ||||
| 2025-08-14 | 13F | Seldon Capital Lp | 13 221 | 0,00 | 631 | 30,91 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 13 571 | 8,18 | 648 | 41,79 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 5 376 | 213 | ||||||
| 2025-07-30 | 13F | ARK Investment Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 815 | −23,33 | 39 | 0,00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 2 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 861 | −80,67 | 36 | −77,78 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 222 | 0,00 | 11 | 25,00 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 10 | 0 | ||||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 11 900 | 0,00 | 568 | 30,88 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 1 183 | 0,00 | 56 | 30,23 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 100 141 | 0,50 | 4 782 | 31,53 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 4 211 | 201 | ||||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 20 040 | −0,15 | 957 | 30,60 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 4 904 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 4 277 | 204 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 43 644 | 1,92 | 2 084 | 33,42 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 8 697 | 0,00 | 415 | 30,91 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 2 000 | 100,00 | 96 | 163,89 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 4 242 | 203 | ||||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 426 | 0,00 | 20 | 33,33 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 110 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Weil Company, Inc. | 39 877 | 11,21 | 1 904 | 45,57 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 320 | 0,00 | 15 | 36,36 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 15 642 | −0,10 | 747 | 30,65 | ||||
| 2025-08-14 | 13F | Lakewood Capital Management, Lp | 24 700 | 0,00 | 1 179 | 30,85 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 15 171 | 0,00 | 724 | 30,92 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 4 | 0,00 | 0 | |||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 88 934 | 57,04 | 4 247 | 105,52 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 10 639 | 2,46 | 508 | 34,39 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 998 | 95 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 361 | −13,84 | 17 | 13,33 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 80 | 0,00 | 4 | 50,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 8 625 | 257,74 | 412 | 372,41 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 302 970 | 3,59 | 14 467 | 35,55 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 202 | −66,45 | 10 | −57,14 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 2 814 | 0,86 | 134 | 32,67 | ||||
| 2025-04-11 | 13F | Cranbrook Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-23 | NP | SPBC - Simplify U.S. Equity PLUS GBTC ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 6 072 | 0,00 | 290 | 30,77 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 65 | 0,00 | 3 | 50,00 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1 686 | 2 493,85 | 81 | 3 900,00 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 10 539 | 503 | ||||||
| 2025-07-21 | 13F | Matauro, Llc | 4 359 | 208 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4 898 | 234 | ||||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 5 400 | 258 | ||||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 2 029 | 0,00 | 97 | 29,73 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 299 | 0,00 | 14 | 40,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 14 338 | 130,85 | 685 | 202,65 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 15 244 | 728 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 12 931 | 20,27 | 617 | 57,40 | ||||
| 2025-05-15 | 13F | Hunting Hill Global Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 6 491 | 0,00 | 310 | 30,93 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 160 | −34,69 | 8 | −20,00 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | SLT Holdings LLC | 33 334 | 54,47 | 1 592 | 102,16 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 542 | 0,00 | 26 | 31,58 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 15 843 | 202,00 | 757 | 295,81 | ||||
| 2025-05-09 | 13F | LCM Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 2 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | Citrine Capital LLC | 19 312 | −0,43 | 922 | 30,41 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 25 951 | 10,06 | 1 239 | 44,07 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 571 | 1 402,63 | 27 | 2 500,00 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 647 | 0,00 | 31 | 30,43 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 31 916 | 1 650 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 11 239 | 0,00 | 1 | |||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 197 | 0,00 | 9 | 28,57 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 71 | 0,00 | 3 | 50,00 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 10 411 | 497 | ||||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 615 | 0,00 | 29 | 31,82 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 8 395 | 401 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 997 | 48 | ||||||
| 2025-07-16 | 13F | PFS Partners, LLC | 117 | 0,00 | 6 | 25,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 100 | 0,00 | 5 | 33,33 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 450 | 0,00 | 21 | 31,25 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 216 | 10 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 9 695 | 0,00 | 463 | 30,88 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 20 | 0,00 | 1 | |||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 5 256 | −4,14 | 251 | 25,00 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 59 | 0,00 | 3 | 0,00 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 96 | 0,00 | 5 | 33,33 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 13 472 | 7,18 | 643 | 40,39 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 15 811 | 32,71 | 755 | 73,73 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 76 203 | −4,07 | 3 639 | 25,53 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 4 699 | 0 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 8 135 | 21,51 | 388 | 59,02 | ||||
| 2025-07-08 | 13F | Ransom Advisory, Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 211 | 3,94 | 0 | |||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 365 | 0,00 | 17 | 30,77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 114 689 | 24,03 | 5 | 66,67 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 14 | 16,67 | 0 | |||||
| 2025-04-11 | 13F | Davis Capital Management | 21 | 0,00 | 1 | |||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 284 | 0,00 | 14 | 30,00 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 1 095 | 0,00 | 40 | −13,33 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 5 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 7 336 | −0,15 | 350 | 30,60 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 13 420 | −33,84 | 641 | −8,57 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 9 211 | 65,01 | 440 | 116,26 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 10 485 | 0,01 | 501 | 30,89 | ||||
| 2025-08-13 | 13F | Aristides Capital LLC | 32 984 | 0,00 | 1 575 | 30,84 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 816 | 6,95 | 42 | 31,25 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Able Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 13 815 | 660 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 538 | 0,00 | 26 | 31,58 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 4 196 | 200 | ||||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 12 | 0,00 | 1 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 768 | 0,00 | 37 | 28,57 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 250 | −13,79 | 12 | 10,00 | ||||
| 2025-07-18 | 13F | Deltec Asset Management Llc | 4 720 | 225 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 19 176 | 158,47 | 916 | 238,89 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 76 | 0,00 | 4 | 50,00 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 25 | 400,00 | 1 | |||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 16 941 | 110,58 | 809 | 175,77 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 6 067 | 0,00 | 290 | 30,77 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 103 | 0,00 | 5 | 33,33 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 4 858 | 232 | ||||||
| 2025-05-13 | 13F | Simplify Asset Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 8 705 | 0,00 | 416 | 30,91 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 3 740 | 17,98 | 179 | 54,78 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 496 | 0 | ||||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | PYA Waltman Capital, LLC | 6 991 | −6,72 | 334 | 21,98 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 97 | 0,00 | 5 | 33,33 | ||||
| 2025-09-15 | 13F/A | Migdal Insurance & Financial Holdings Ltd. | 8 177 | 42,53 | 0 | |||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 16 764 | 61,78 | 867 | 129,10 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 2 653 | 508,49 | 127 | 740,00 | ||||
| 2025-08-08 | 13F | EagleClaw Capital Managment, LLC | 215 640 | 2,90 | 10 297 | 34,66 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 135 | 0,00 | 150 | 30,70 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 9 802 | 468 | ||||||
| 2025-08-21 | NP | KINETICS PORTFOLIOS TRUST - Kinetics Internet Portfolio | 428 419 | 0,00 | 20 457 | 30,86 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 379 | 44,11 | 18 | 100,00 | ||||
| 2025-08-04 | 13F | Canton Hathaway, LLC | 5 440 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10 205 | 14,32 | 487 | 49,85 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 200 | 0,00 | 10 | 28,57 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 25 | 0,00 | 1 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 18 240 | −2,92 | 871 | 27,01 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 27 891 | 28,32 | 1 332 | 67,84 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 400 | −28,60 | 162 | −6,90 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 4 311 | 206 | ||||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 117 745 | 3,91 | 5 622 | 35,99 | ||||
| 2025-08-14 | 13F | Alamea Verwaltungs GmbH | 2 325 | 0,00 | 111 | 32,14 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 20 | −83,33 | 1 | −100,00 | ||||
| 2025-07-07 | 13F | Verde Capital Management | 8 840 | −7,06 | 422 | 21,61 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 446 | −3,08 | 69 | 27,78 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 69 | 0,00 | 3 | 50,00 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 29 126 | 110,34 | 1 391 | 175,25 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 17 765 | 189,33 | 848 | 278,57 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 1 400 | 250,00 | 67 | 371,43 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 661 | 5,09 | 32 | 40,91 | ||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 52 | 0,00 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 585 | 28 | ||||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 100 | 0,00 | 0 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 10 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Finer Wealth Management, Inc. | 5 684 | −1,73 | 271 | 28,44 | ||||
| 2025-08-12 | 13F | Adalta Capital Management LLC | 4 000 | 191 | ||||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 3 520 | −15,38 | 168 | 11,26 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 4 390 | 210 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2 930 | 0,00 | 140 | 31,13 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 32 119 | 12,05 | 1 534 | 46,56 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 24 | 140,00 | 1 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1 329 | −4,39 | 63 | 26,00 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 18 598 | 97,35 | 1 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 8 647 | 5,03 | 413 | 37,33 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2 097 | 1,55 | 100 | 33,33 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7 697 | 368 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 247 | 0,00 | 17 | 77,78 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 71 | 0,00 | 3 | 50,00 | ||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 18 714 | −2,68 | 894 | 27,39 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 1 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 1 020 | 0,00 | 49 | 29,73 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 141 279 | 1,97 | 6 746 | 33,45 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 45 289 | 113,61 | 2 163 | 179,69 | ||||
| 2025-08-21 | NP | KINETICS PORTFOLIOS TRUST - Kinetics Small Cap Portfolio | 60 000 | 0,00 | 2 865 | 30,88 | ||||
| 2025-06-30 | NP | BLKC - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 406 | −7,31 | 17 | −15,79 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 23 486 | 1 121 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1 101 | 53 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 47 | 0,00 | 2 | 100,00 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 377 | −23,53 | 14 | −35,00 | ||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 73 639 | 42,17 | 3 516 | 86,03 | ||||
| 2025-06-30 | NP | SATO - Invesco Alerian Galaxy Crypto Economy ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 228 | −18,35 | 51 | −23,88 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 1 810 | 0,00 | 86 | 30,30 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 12 110 | −11,15 | 631 | 26,76 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 8 535 | 0,40 | 408 | 31,29 | ||||
| 2025-08-13 | 13F | Kaleidoscope Capital Lp | 506 000 | 81,63 | 24 162 | 137,69 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 62 511 | −10,73 | 3 026 | 18,43 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 80 | 0,00 | 4 | 100,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 108 077 | 35,79 | 5 161 | 77,69 | ||||
| 2025-06-30 | NP | SMIDX - SMI Dynamic Allocation Fund | 22 110 | −17,19 | 922 | −23,23 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 5 857 | 280 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 66 825 | 39,28 | 3 191 | 82,29 | ||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 14 292 | 6,39 | 682 | 39,18 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 458 | −1,46 | 213 | 28,48 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 488 | −11,91 | 23 | 15,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 22 073 | 70,25 | 1 054 | 122,62 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 5 | 0,00 | 0 | |||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 575 | 41,98 | 21 | 25,00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 300 | 0,00 | 14 | 40,00 | ||||
| 2025-07-09 | 13F | Epiq Partners, Llc | 10 200 | 0,00 | 487 | 30,91 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 394 | −43,87 | 19 | −28,00 | ||||
| 2025-08-21 | NP | LSHAX - Kinetics Spin-Off and Corporate Restructuring Fund Advisor Class A | 4 836 | 28,41 | 231 | 67,88 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 28 809 | 3,05 | 1 376 | 34,80 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 40 | 0,00 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 36 334 | 18,17 | 1 735 | 54,68 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 27 | 1 | ||||||
| 2025-06-26 | NP | Voya Prime Rate Trust | Short | −54 060 | −0,00 | −2 255 | −7,36 | |||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 46 328 | 66,21 | 2 212 | 117,50 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 7 608 | −2,00 | 0 | |||||
| 2025-08-19 | 13F | MRP Capital Investments, LLC | 1 553 | 0,00 | 74 | 32,14 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 6 247 | 0,00 | 298 | 31,28 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 26 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 4 813 | 230 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 8 543 | 408 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 41 | 0,00 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 168 | 0,00 | 8 | 33,33 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 7 878 | 376 |
