Grundläggande statistik
| Institutionella ägare | 1295 total, 1267 long only, 2 short only, 26 long/short - change of 1,17% MRQ |
| Genomsnittlig portföljallokering | 0.4837 % - change of −24,16% MRQ |
| Institutionella aktier (lång) | 32 541 889 (ex 13D/G) - change of −1,58MM shares −4,64% MRQ |
| Institutionellt värde (lång) | $ 13 522 514 USD ($1000) |
Institutionellt ägande och aktieägare
SPDR Dow Jones Industrial Average ETF Trust (US:DIA) har 1295 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 32,546,089 aktier. Största aktieägare inkluderar Morgan Stanley, Susquehanna International Group, Llp, Bank Of America Corp /de/, Susquehanna International Group, Llp, Millennium Management Llc, LPL Financial LLC, Wolverine Trading, Llc, Wells Fargo & Company/mn, Wolverine Trading, Llc, and Jane Street Group, Llc .
SPDR Dow Jones Industrial Average ETF Trust (ARCA:DIA) 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 19, 2025 is 462,94 / share. Previously, on September 23, 2024, the share price was 421,11 / share. This represents an increase of 9,93% 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
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Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 31 519 | −1,12 | 13 889 | 3,77 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 1 581 | −4,41 | 696 | 0,29 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 19 | 8 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 864 | −34,25 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 10 502 | −3,93 | 4 628 | 0,81 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 80 828 | 39,91 | 35 658 | 47,01 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 3 | 1 | ||||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 356 | −12,32 | 157 | −8,24 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 759 | 0,00 | 334 | 5,03 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 40 836 | −10,32 | 17 994 | −5,88 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 717 | 0,00 | 301 | 11,48 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 569 | −1,22 | 251 | 3,73 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 4 717 | 116,48 | 2 079 | 127,10 | ||||
| 2025-07-11 | 13F | Spring Capital Management, Llc | 2 920 | 0,00 | 1 287 | 4,89 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 1 178 | 10,20 | 519 | 15,85 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 3 058 | −16,38 | 1 347 | −12,25 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 3 249 | 0,00 | 1 432 | 4,91 | ||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 200 | −56,52 | 88 | −54,40 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 19 159 | 0,91 | 8 442 | 5,90 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 50 062 | −38,59 | 22 060 | −35,55 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 635 | 0,00 | 280 | 4,89 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 1 531 | 0,07 | 675 | 16,21 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 10 059 | 0,30 | 4 445 | 5,36 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 2 543 | 0,00 | 1 121 | 4,97 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 66 | 1 000,00 | 29 | 1 350,00 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 15 237 | 8,91 | 6 714 | 14,30 | ||||
| 2025-08-13 | 13F | Natixis | 780 | 56,00 | 344 | 64,90 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 24 025 | −1,33 | 10 590 | 3,58 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 653 | 0,31 | 288 | 5,13 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 3 204 | −0,12 | 1 416 | 5,05 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 5 323 | 10,69 | 2 351 | 16,22 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 626 | 0,00 | 276 | 4,96 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2 376 | −2,38 | 1 047 | 2,45 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 2 078 | 0,00 | 916 | 4,93 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 1 623 | 20,94 | 715 | 27,00 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 1 966 | 866 | ||||||
| 2025-08-13 | 13F | Thor Trading Advisors, Llc | 30 302 | 13 353 | ||||||
| 2025-08-12 | 13F | Athena Investment Management | 1 133 | 0,00 | 499 | 5,05 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 402 | 4,15 | 178 | 9,26 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 495 852 | 7,27 | 218 498 | 12,58 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 77 820 | 2,90 | 34 292 | 7,99 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 562 | 0,00 | 248 | 4,66 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 6 088 | 34,07 | 2 690 | 40,84 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 52 599 | 18,99 | 23 177 | 24,88 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 11 516 | 24,09 | 5 078 | 30,25 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 1 905 | −0,16 | 1 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5 089 | 25,53 | 2 242 | 31,73 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Axecap Investments, LLC | 501 | 0,00 | 221 | 4,76 | ||||
| 2025-08-14 | 13F | Schonfeld Strategic Advisors LLC | 500 | 220 | ||||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 1 415 | 5,68 | 623 | 10,85 | ||||
| 2025-08-14 | 13F | Volterra Technologies LP | 69 | 30 | ||||||
| 2025-08-14 | 13F | Volterra Technologies LP | Put | 14 300 | 6 301 | |||||
| 2025-08-14 | 13F | Volterra Technologies LP | Call | 33 000 | 14 541 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 86 631 | −22,21 | 38 174 | −18,37 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 1 209 | −77,05 | 533 | −75,95 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 84 570 | 0,00 | 37 266 | 4,95 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 19 381 | 94,80 | 8 540 | 104,45 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 385 | −3,02 | 170 | 1,81 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Opportunities ETF | 23 155 | 26,84 | 9 791 | 22,36 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 992 | 0,00 | 437 | 5,05 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 112 296 | −19,40 | 49 | −15,52 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 761 | −11,61 | 336 | −7,20 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 2 850 | 2,74 | 1 | 0,00 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 92 | 1,10 | 41 | 8,11 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 2 662 | −5,87 | 1 173 | −1,18 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4 797 | 5,64 | 2 114 | 10,86 | ||||
| 2025-07-17 | 13F | Washington Capital Management Inc | 21 499 | 0,00 | 9 474 | 4,94 | ||||
| 2025-08-13 | 13F | Sassicaia Capital Advisers Llc | 1 000 | 441 | ||||||
| 2025-07-10 | 13F | Peoples Bank/KS | 2 546 | 0,00 | 1 122 | 4,96 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 829 | −25,65 | 365 | −22,01 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 779 | 0,00 | 343 | 4,89 | ||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 57 717 | −4,72 | 25 | 0,00 | ||||
| 2025-08-14 | 13F | Scientech Research LLC | 459 | −46,00 | 202 | −43,26 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 35 040 | 0,22 | 15 589 | 6,27 | ||||
| 2025-05-15 | 13F | Wilson & Boucher Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Washburn Capital Management, Inc. | 28 661 | −4,96 | 12 630 | −0,26 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 522 | 0,00 | 230 | 5,02 | ||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 250 | 0,00 | 110 | 5,77 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 5 | −99,43 | 2 | −99,45 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 424 | 0,00 | 187 | 4,49 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 4 702 | −0,91 | 2 072 | 3,97 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 688 | −6,65 | 303 | −1,94 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 4 | 0,00 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 42 383 | 226,42 | 18 727 | 243,53 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 92 235 | 24,01 | 40 644 | 30,15 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 1 445 | −14,24 | 637 | −9,90 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 2 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 1 712 | 0,00 | 754 | 5,01 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 1 257 | 160,79 | 553 | 173,76 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 1 600 | 0,06 | 705 | 5,07 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 805 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 913 | 0,11 | 402 | 8,06 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 1 612 | 0,12 | 710 | 5,03 | ||||
| 2025-05-13 | 13F | Horizon Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | SummitTX Capital, L.P. | 9 955 | 4 387 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 2 782 | 2,88 | 1 226 | 7,93 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 6 297 | 2 775 | ||||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 981 | −15,87 | 432 | −0,46 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 433 334 | 2,04 | 190 949 | 7,09 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 905 | 16,77 | 399 | 22,46 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 660 | 0,00 | 291 | 4,69 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 38 | 17 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 3 305 | 0,00 | 1 456 | 4,97 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 2 154 | 21,90 | 949 | 28,07 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 61 | 27 | ||||||
| 2025-05-14 | 13F | D L Carlson Investment Group Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 1 586 | 28,73 | 699 | 35,01 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2 206 | 0,05 | 972 | 5,08 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 13 135 | −0,92 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 3 615 | −14,48 | 2 | 0,00 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 1 274 | −0,23 | 565 | 10,35 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 19 190 | −1,81 | 8 456 | 3,03 | ||||
| 2025-08-14 | 13F | Capstone Investment Advisors, Llc | 3 717 | 0,00 | 1 638 | 4,94 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 1 371 | 0,00 | 604 | 5,04 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 3 573 | 3,06 | 1 574 | 8,18 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 559 | −2,99 | 687 | 1,78 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 1 306 | −11,52 | 576 | −7,26 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 340 | −25,01 | 590 | −21,33 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 390 | 0,26 | 172 | 4,91 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 1 853 | 0,16 | 813 | 4,64 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 565 | 249 | ||||||
| 2025-07-18 | 13F | First Pacific Financial | 18 | 8 | ||||||
| 2025-07-28 | 13F | Twin Tree Management, LP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 1 289 | −47,00 | 1 | −100,00 | ||||
| 2025-08-12 | 13F | Bokf, Na | 765 | 337 | ||||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 2 374 | 8,50 | 1 046 | 13,94 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 20 758 | 12,08 | 9 147 | 17,62 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 25 368 | −0,70 | 11 178 | 4,20 | ||||
| 2025-04-30 | 13F | CFO4Life Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Optima Capital Llc | 1 728 | 0,00 | 764 | 5,10 | ||||
| 2025-07-17 | 13F | City Holding Co | 575 | 29,80 | 253 | 36,02 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 1 005 | 0,00 | 443 | 4,99 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 11 480 | 3,45 | 5 059 | 8,56 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 61 | 454,55 | 27 | 550,00 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 825 | 0 | ||||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 72 807 | 4,94 | 32 083 | 10,13 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 1 721 | 91,65 | 758 | 101,06 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 18 649 | 5,65 | 8 218 | 10,88 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 2 805 | 185,64 | 1 245 | 212,81 | ||||
| 2025-07-18 | 13F | United Bank | 1 944 | 0,00 | 857 | 4,90 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 1 390 | 0,00 | 613 | 4,97 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 1 073 | −5,21 | 473 | −0,63 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 4 651 | −11,48 | 2 050 | −7,07 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 475 | −63,96 | 209 | −62,27 | ||||
| 2025-08-12 | 13F | Clear Street Markets Llc | 5 485 | −58,70 | 2 417 | −56,67 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 91 471 | 12,33 | 40 308 | 17,89 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 14 934 | 0,00 | 6 270 | −1,32 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 116 596 | 8,47 | 52 246 | 15,75 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 2 188 | 0,05 | 972 | 10,71 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 7 771 | −0,17 | 3 424 | 4,77 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 1 095 | 40,75 | 482 | 47,85 | ||||
| 2025-04-16 | 13F | Byrne Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Haven Private, LLC | 1 301 | −0,38 | 573 | 4,56 | ||||
| 2025-08-14 | 13F | Polymer Capital Management (HK) LTD | 11 850 | 0,00 | 5 222 | 4,94 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 2 800 | 0,00 | 1 | 0,00 | ||||
| 2025-07-24 | NP | THIR - THOR Index Rotation ETF | 58 387 | 24 689 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 1 830 | −4,44 | 806 | 0,37 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 6 156 | 0,05 | 2 713 | 4,99 | ||||
| 2025-04-16 | 13F | Southland Equity Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Donald L. Hagan, LLC | 1 407 | 0,00 | 620 | 4,92 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 9 796 | −25,27 | 4 | −20,00 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Wealth High Governance Capital Ltda | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 10 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 975 | 0,10 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 26 274 | −2,35 | 11 578 | 2,48 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 383 975 | −57,16 | 169 199 | −55,04 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 188 596 | 25,47 | 83 | 31,75 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 734 | −3,55 | 323 | 1,25 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 120 | −12,02 | 493 | −7,68 | ||||
| 2025-05-05 | 13F | CBIZ Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 82 651 | 3,00 | 36 420 | 8,10 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 88 | 0,00 | 39 | 5,56 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 28 812 | −37,96 | 12 818 | −34,26 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 3 782 | 692,87 | 1 667 | 724,75 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 1 720 | 0,00 | 758 | 4,85 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 1 838 | −0,05 | 810 | 4,79 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | Put | 1 440 | 6,67 | 63 454 | 11,94 | |||
| 2025-08-11 | 13F | Bedell Frazier Investment Counseling, LLC | 719 | −1,78 | 317 | 2,93 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 858 | 0,12 | 384 | 6,67 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 500 | 220 | ||||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 3 818 | −0,60 | 1 682 | 4,34 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 12 448 | −25,56 | 5 485 | −21,88 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8 449 | −8,53 | 3 723 | −4,00 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 504 | 0,00 | 222 | 4,74 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 1 184 | 0,00 | 522 | 4,83 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 2 811 | −34,43 | 1 239 | −31,22 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 32 405 | 11,83 | 14 294 | 17,42 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 560 | 247 | ||||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 464 | 204 | ||||||
| 2025-04-02 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 1 856 | 174,15 | 818 | 187,68 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 3 955 | −0,63 | 1 661 | −1,43 | ||||
| 2025-08-07 | 13F/A | Ellerson Group Inc /adv | 740 | 0,00 | 326 | 5,16 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 483 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 5 156 | −2,11 | 2 272 | 2,71 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 4 835 | 0,96 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 8 320 | 11,20 | 3 666 | 16,68 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 5 340 | 14,03 | 2 353 | 19,68 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 379 | −0,79 | 167 | 3,75 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 38 948 | 542,18 | 17 162 | 574,08 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 2 395 | 0,00 | 1 055 | 4,98 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 532 670 | 0,22 | 234 721 | 5,18 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 1 128 | 0,71 | 497 | 5,53 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 1 462 | 0,00 | 644 | 5,06 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 1 482 | 7,47 | 653 | 12,61 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 40 | 18 | ||||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 1 914 | 45,00 | 843 | 52,17 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 2 558 | −24,65 | 1 077 | −25,74 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 2 558 | −1,16 | 1 127 | 2,36 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 3 323 | −0,33 | 1 464 | 4,65 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 544 823 | −2,80 | 2 002 677 | 2,01 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 911 | 0,00 | 401 | 4,97 | ||||
| 2025-08-13 | 13F | MYDA Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 10 278 | 6 752,00 | 4 529 | 7 204,84 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 596 | 0,00 | 263 | 4,80 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 236 | 0,00 | 104 | 5,05 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 938 | 232,62 | 414 | 250,00 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 611 | 0,00 | 269 | 5,08 | ||||
| 2025-08-06 | 13F | Paragon Capital Management Inc | 7 773 | −2,02 | 3 425 | 2,85 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 2 405 | 236,36 | 1 060 | 253,00 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 1 137 | −17,31 | 501 | −13,17 | ||||
| 2025-08-05 | 13F | Tufton Capital Management | 9 011 | −4,82 | 4 | −99,92 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 1 150 | 0,00 | 507 | 4,98 | ||||
| 2025-05-15 | 13F | Centiva Capital, LP | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 1 502 | 0,33 | 662 | 5,25 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 985 | 0,41 | 434 | 5,60 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 37 455 | −3,05 | 16 505 | 1,74 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 525 | 0,00 | 231 | 5,00 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 3 352 | −14,51 | 1 477 | −10,33 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 21 302 | −2,53 | 9 387 | 2,29 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 9 | 0,00 | 4 | 0,00 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 1 040 | 0,00 | 458 | 5,05 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 4 875 | −44,20 | 2 148 | −41,42 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 2 924 | −2,82 | 1 288 | 1,98 | ||||
| 2025-08-12 | 13F | Quantum Private Wealth, LLC | 1 352 | 0,00 | 596 | 4,94 | ||||
| 2025-08-14 | 13F | UBS Group AG | Put | 40 300 | −66,64 | 17 758 | −64,99 | |||
| 2025-08-14 | 13F | UBS Group AG | 790 995 | 0,15 | 348 552 | 5,11 | ||||
| 2025-08-14 | 13F | UBS Group AG | Call | 500 | −99,59 | 220 | −99,57 | |||
| 2025-06-27 | NP | PASIX - PACE Alternative Strategies Investments Class A | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | AIA Group Ltd | 130 370 | 188,59 | 57 448 | 202,86 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 3 432 | 1,45 | 1 512 | 6,48 | ||||
| 2025-08-06 | 13F | Cetera Trust Company, N.A | 40 | 0,00 | 18 | 6,25 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 1 199 | 0,00 | 503 | −1,37 | ||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 11 936 | −14,24 | 5 047 | −17,28 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 2 159 | 127,50 | 951 | 138,94 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | Put | 9 500 | 0,00 | 4 186 | 4,96 | |||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 11 493 | 0,55 | 5 064 | 5,52 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 5 751 | 15,51 | 2 534 | 21,24 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 1 101 | 0,00 | 485 | 4,98 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 600 | 264 | 146,73 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 17 989 | 4,00 | 7 927 | 9,16 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5 742 | 0,02 | 2 530 | 4,98 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 4 150 | 0,00 | 1 829 | 4,94 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 3 981 | −0,28 | 1 754 | 4,65 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 18 432 | −33,63 | 8 122 | −30,34 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1 155 | 0,00 | 509 | 11,16 | ||||
| 2025-08-28 | NP | TEBRX - The Teberg Fund | 11 400 | 0,00 | 5 023 | 4,95 | ||||
| 2025-07-16 | 13F | American National Bank | 11 450 | 0,00 | 5 045 | 4,95 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 77 409 | 5,64 | 34 110 | 10,86 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 321 | −52,86 | 141 | −51,21 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 449 221 | 895,55 | 198 | 994,44 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 66 | −99,72 | 28 | −99,73 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 2 149 | −4,28 | 947 | 0,42 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 230 | 0,00 | 101 | 4,12 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 4 871 | 362 | ||||||
| 2025-08-14 | 13F | Hancock Prospecting Pty Ltd | 849 769 | 0,00 | 374 451 | 4,95 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 51 | −28,17 | 22 | −24,14 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 760 | 0,00 | 335 | 4,70 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 1 029 | 5,11 | 454 | 10,22 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 3 315 | 2,82 | 1 461 | 7,91 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 615 | 45,50 | 712 | 52,58 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 1 002 | −2,43 | 442 | 2,32 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 3 655 | 1,25 | 1 611 | 6,27 | ||||
| 2025-08-05 | 13F | Main Street Research LLC | 640 | 0,00 | 283 | 4,83 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4 903 | −1,82 | 2 161 | 3,05 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 462 | 48,08 | 204 | 54,96 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 25 232 | 0,75 | 11 118 | 5,73 | ||||
| 2025-07-29 | 13F | Sims Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 2 085 | −0,48 | 919 | 4,44 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Put | 38 400 | −55,50 | 16 921 | −53,30 | |||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Call | 21 000 | 2 900,00 | 9 254 | 3 058,02 | |||
| 2025-05-06 | 13F | Noesis Capital Mangement Corp | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 575 | 0,00 | 253 | 4,98 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | 564 | −99,07 | 249 | −99,02 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 4 098 | −10,64 | 1 806 | −6,23 | ||||
| 2025-08-14 | 13F | Fmr Llc | 78 683 | −1,53 | 34 672 | 3,34 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 2 741 | −98,94 | 1 208 | −98,88 | ||||
| 2025-05-29 | NP | MMIUX - MassMutual Select T. Rowe Price International Equity Fund Class I | 8 100 | −57,50 | 802 | −59,16 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 6 215 | −2,25 | 2 739 | 2,59 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 1 062 | 41,41 | 468 | 48,25 | ||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 689 | 28,07 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3 656 | 24,95 | 1 611 | 31,11 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 986 | −7,16 | 434 | −2,47 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 3 618 | 2,41 | 1 590 | 7,66 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 1 501 | −7,86 | 661 | −3,22 | ||||
| 2025-07-07 | 13F | Zevenbergen Capital Investments Llc | 650 | 0,00 | 286 | 5,15 | ||||
| 2025-06-26 | NP | TDSB - Cabana Target Drawdown 7 ETF | 18 547 | 7 536 | ||||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Paloma Partners Management Co | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 3 023 | 0,00 | 1 332 | 4,96 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 855 | 0,00 | 377 | 5,03 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 779 | 1,43 | 343 | 6,52 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 624 | −12,41 | 1 | |||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 2 458 | 1 083 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 3 058 | −1,55 | 1 347 | 3,30 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 4 594 | −18,82 | 2 027 | −14,76 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 1 409 | −7,85 | 621 | −3,28 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 1 419 | −1,53 | 639 | 7,77 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 11 114 | −1,90 | 4 898 | 2,96 | ||||
| 2025-05-05 | 13F | Northeast Planning Associates, Inc. / Nh / | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 590 | 0,00 | 261 | 4,84 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 1 662 | −8,18 | 732 | −3,56 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 568 | 0,18 | 250 | 5,49 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 5 222 | 73,72 | 2 197 | 71,29 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10 216 | −0,13 | 4 514 | 4,90 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 345 | 0,00 | 152 | 5,56 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 1 596 | 219,84 | 703 | 231,60 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 4 633 | 0,00 | 2 042 | 4,94 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 1 036 | −14,38 | 456 | −10,06 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 3 875 | 0,03 | 1 707 | 4,98 | ||||
| 2025-04-30 | 13F | China Universal Asset Management Co., Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 4 204 | 16,39 | 1 852 | 22,16 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 624 | 4,35 | 275 | 9,16 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 380 | 0,00 | 167 | 5,03 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 136 | −18,86 | 500 | −15,97 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 52 518 | −0,08 | 23 142 | 4,86 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 1 783 | −65,90 | 786 | −64,24 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 1 130 | −8,50 | 498 | −4,05 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1 007 | 0,00 | 445 | 4,96 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 10 227 | −13,60 | 4 507 | −9,32 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 11 326 | −96,10 | 4 991 | −95,91 | ||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 15 032 | 0,46 | 6 624 | 5,43 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 10 782 | 20,03 | 4 751 | 25,96 | ||||
| 2025-05-05 | 13F | Aire Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | XML Financial, LLC | 2 665 | 7,85 | 1 174 | 13,21 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 10 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 410 | 0,00 | 181 | 4,65 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 7 | −95,62 | 3 | −97,01 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 539 | 1,32 | 241 | 8,07 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 7 267 | 2,79 | 3 202 | 7,88 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 523 | 0,19 | 233 | 5,45 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 1 168 | 0,00 | 515 | 4,90 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 704 | 39,68 | 310 | 46,92 | ||||
| 2025-08-14 | 13F | Acas, Llc | 1 695 | 0,00 | 762 | 10,29 | ||||
| 2025-05-14 | 13F | Toroso Investments, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 573 | 253 | ||||||
| 2025-08-07 | 13F | Pinnacle Holdings, LLC | 25 565 | 3,81 | 11 265 | 8,96 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2 926 | 0,07 | 1 289 | 5,05 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 180 920 | 24,92 | 79 722 | 31,10 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 729 | −6,66 | 321 | −1,83 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 279 | 0,00 | 123 | 4,27 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 5 699 | 0,00 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 7 083 | −1,09 | 3 121 | 3,83 | ||||
| 2025-07-23 | 13F | Birinyi Associates Inc | 12 061 | −10,41 | 5 | 0,00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 14 785 | 3,52 | 6 515 | 8,66 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 617 | 0,00 | 272 | 4,63 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 587 | 0,00 | 259 | 4,88 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 748 | 0,00 | 330 | 4,78 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3 124 | −0,48 | 1 376 | 4,48 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 2 158 | 3,11 | 951 | 8,20 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2 697 | 0,48 | 1 189 | 5,51 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 125 | 0,00 | 55 | 5,77 | ||||
| 2025-08-13 | 13F | HAP Trading, LLC | Put | 0 | −100,00 | 0 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4 253 | 3,28 | 1 874 | 8,39 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 28 358 | 2,52 | 12 421 | 6,94 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 500 | 220 | ||||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 639 | 0,00 | 0 | |||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 191 418 | 66 | ||||||
| 2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Caxton Associates Llp | 3 105 | −23,45 | 1 368 | −19,67 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 14 313 | −0,86 | 6 307 | 4,04 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 810 | −6,90 | 357 | −2,47 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 260 | 0,00 | 115 | 4,59 | ||||
| 2025-07-15 | 13F | Bnc Wealth Management, Llc | 657 | −4,51 | 290 | 0,00 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 15 | 0,00 | 7 | 0,00 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 400 | 0,50 | 176 | 5,39 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 1 112 | 490 | ||||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 227 | 100 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 3 071 | 2,71 | 1 353 | 7,81 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 1 758 | −96,66 | 775 | −96,50 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 16 188 | −20,88 | 7 135 | −16,97 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 742 | −12,19 | 327 | −7,91 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 989 | 0,00 | 436 | 4,82 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 3 306 | 1 457 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 743 | 0,00 | 327 | 5,14 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 16 008 | 11,26 | 7 054 | 16,77 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 3 822 | 37,63 | 1 697 | 45,45 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1 178 | 6,13 | 519 | 11,37 | ||||
| 2025-04-17 | 13F | Vivid Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 2 835 | 0,04 | 1 249 | 4,96 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 727 | 34,84 | 1 642 | 41,55 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1 164 | 39,90 | 1 | |||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 1 428 | 0,00 | 629 | 5,01 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 53 491 | −0,80 | 23 571 | 4,11 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 811 | 17,54 | 357 | 23,53 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 1 105 | 487 | ||||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 715 | 0,00 | 315 | 5,00 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 4 524 | 0,00 | 1 994 | 4,95 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 97 | 42 | ||||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 5 098 | 5,22 | 2 264 | 11,26 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 500 | 0,00 | 220 | 5,26 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 5 844 | 0,00 | 2 575 | 4,97 | ||||
| 2025-05-13 | 13F | Financial Advisors Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Northern Financial Advisors Inc | 10 833 | −0,27 | 4 774 | 4,67 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 33 399 | 6,38 | 14 717 | 11,65 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 2 809 | 7,58 | 1 238 | 12,86 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4 897 | 31,53 | 2 158 | 38,07 | ||||
| 2025-07-29 | 13F | Aull & Monroe Investment Management Corp | 3 665 | 0,00 | 1 615 | 4,94 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 866 | 0,00 | 382 | 4,96 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 101 | 83,64 | 44 | 91,30 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 10 989 | 6,70 | 4 842 | 11,98 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 1 588 | 0,00 | 700 | 4,95 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 32 222 | 120,71 | 14 199 | 131,65 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 691 | 0,00 | 304 | 4,83 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 10 630 | −18,79 | 4 684 | −14,77 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 1 220 | −7,65 | 538 | −3,07 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 551 | −5,97 | 243 | −1,63 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 1 175 | 94,54 | 518 | 104,35 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 2 303 | 0,00 | 1 015 | 4,97 | ||||
| 2025-07-24 | 13F | Ashford Advisors, LLC | 4 293 | 7,33 | 759 | −54,85 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 1 300 | 0,00 | 573 | 4,95 | ||||
| 2025-04-16 | 13F | BTS Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Rogco, Lp | 387 | 0,00 | 171 | 4,94 | ||||
| 2025-08-08 | 13F | King Wealth | 16 427 | −0,84 | 7 | 16,67 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 2 246 | −0,97 | 990 | 3,89 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 114 | 0,00 | 48 | −2,08 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 918 | 48,54 | 405 | 55,98 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Put | 370 000 | −66,33 | 163 040 | −64,66 | |||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 194 500 | −79,32 | 85 706 | −78,29 | |||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 608 | 0,00 | 268 | 4,71 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 1 502 | 0,00 | 662 | 4,92 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 483 | −4,17 | 213 | 0,47 | ||||
| 2025-04-11 | 13F | Signal Advisors Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 1 187 | 4,95 | 523 | 10,34 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 614 | 6,60 | 271 | 12,03 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 3 902 | −2,21 | 1 719 | 2,63 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 900 | 0,00 | 397 | 5,04 | ||||
| 2025-08-12 | 13F | Councilmark Asset Management, LLC | 650 | 0,00 | 286 | 5,15 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 50 | 0,00 | 22 | 10,00 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 915 | −1,29 | 403 | 3,60 | ||||
| 2025-07-17 | 13F | Consolidated Capital Management, Llc | 1 719 | 6,18 | 758 | 11,49 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 5 235 | −64,28 | 2 307 | −41,72 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 4 306 | 0,21 | 1 897 | 5,16 | ||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 469 | 207 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 1 531 | −14,56 | 675 | −10,37 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 281 398 | 0,60 | 123 998 | 5,57 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 585 | 13,59 | 258 | 19,44 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 5 849 | 0,00 | 2 585 | 10,23 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 1 011 | 34,80 | 445 | 41,72 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
| 2025-09-19 | 13F | Canal Capital Management, LLC | 463 | 204 | ||||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 663 | −70,66 | 292 | −69,20 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 2 626 | 1 103 | ||||||
| 2025-07-29 | NP | John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV | 3 886 | 12,12 | 403 | 10,11 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 5 301 | 0,66 | 2 336 | 5,61 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 1 982 | −4,99 | 873 | −0,23 | ||||
| 2025-05-09 | 13F | Washington Growth Strategies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 213 | 0,00 | 94 | 4,49 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 157 | 0,00 | 69 | 6,15 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 4 571 | −9,29 | 2 014 | −4,78 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 54 188 | −3,65 | 23 878 | 1,12 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 3 510 | 1 547 | ||||||
| 2025-07-29 | 13F | Aspiriant, Llc | 758 | 0,00 | 334 | 5,03 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 617 | 0,00 | 272 | 4,63 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 812 | 0,00 | 358 | 4,69 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 461 | 203 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2 817 | −11,61 | 1 241 | −7,25 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 2 081 | −17,09 | 917 | −13,00 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 978 | 1,66 | 431 | 6,95 | ||||
| 2025-05-14 | 13F | Paradigm Capital Management, LLC/NV | 0 | −100,00 | 0 | |||||
| 2025-05-29 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 37 000 | −5,13 | 15 536 | −6,38 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 1 219 | 0,00 | 537 | 5,09 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 17 289 | 0,95 | 7 618 | 5,95 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 230 766 | −0,85 | 102 086 | 10,85 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 549 | 0,00 | 242 | 4,78 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 1 336 | 0,00 | 589 | 5,00 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 6 868 | 0,00 | 3 | 50,00 | ||||
| 2025-07-14 | 13F | Scharf Investments, Llc | 1 095 | 0,00 | 483 | 5,01 | ||||
| 2025-04-29 | 13F/A | Aurora Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 11 515 | 16,51 | 5 074 | 22,29 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 3 004 | 59,62 | 1 324 | 67,47 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 1 876 | 0,00 | 827 | 4,96 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 862 400 | −13,14 | 380 017 | −8,85 | |||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 12 872 | −12,31 | 5 639 | −7,59 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 1 124 100 | −18,11 | 495 335 | −14,06 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 1 168 153 | −1,48 | 514 747 | 3,39 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 397 | 4,25 | 615 | 9,43 | ||||
| 2025-05-15 | 13F | Moon Capital Management Lp | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11 457 | 38,81 | 5 049 | 45,69 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 17 347 | 7 381 | ||||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 4 149 | 9,91 | 1 828 | 15,33 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Nwam Llc | 9 514 | −0,25 | 4 231 | 5,67 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10 288 | 15,22 | 4 534 | 20,91 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 153 | 67 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 8 039 | −68,85 | 3 542 | −67,31 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 144 | 0,00 | 64 | 5,00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 7 052 | −15,22 | 3 107 | −11,03 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 16 563 | 11,61 | 7 299 | 17,12 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 1 532 | 0,00 | 643 | −1,23 | ||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 868 | 0,12 | 382 | 5,23 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 143 452 | −44,70 | 503 862 | −41,96 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | Call | 394 500 | 102,83 | 173 836 | 112,86 | |||
| 2025-08-11 | 13F | Sykon Capital Llc | 18 984 | 8 365 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1 776 | −0,06 | 783 | 4,83 | ||||
| 2025-04-24 | 13F | Lafayette Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1 489 | 0,00 | 656 | 4,80 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 904 | 0,11 | 398 | 5,01 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | Put | 554 000 | −2,98 | 244 120 | 1,82 | |||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 533 | 0,00 | 235 | 4,93 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 473 | 208 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4 102 | 9,83 | 1 808 | 15,24 | ||||
| 2025-07-14 | 13F | Argentarii, LLC | 1 696 | 0,00 | 747 | 4,92 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 19 131 | −35,18 | 8 430 | −31,97 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 34 | 47,83 | 15 | 55,56 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 515 | −4,63 | 227 | 0,00 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 492 | −18,81 | 217 | −14,96 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 10 054 | 8,17 | 4 430 | 13,53 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 6 740 | −37,22 | 2 830 | −38,07 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 730 | 0,00 | 323 | 4,89 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 609 | 0,00 | 268 | 5,10 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 12 118 | 29,23 | 5 340 | 35,61 | ||||
| 2025-08-05 | 13F | Hapanowicz & Associates Financial Services, Inc | 3 029 | 1 335 | ||||||
| 2025-08-07 | 13F | Laffer Investments | 700 | 308 | ||||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 505 | 223 | ||||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 804 | 0,12 | 354 | 5,04 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3 966 | 43 966,67 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 14 299 | −2,90 | 6 301 | 1,91 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 125 | 0,00 | 55 | 5,77 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 2 442 | 0,49 | 1 076 | 5,49 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 17 172 | 6,30 | 7 567 | 11,54 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 683 | −63,00 | 301 | −61,29 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3 161 | 621,69 | 1 393 | 657,07 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 90 | 0,00 | 40 | 5,41 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 680 | 12,40 | 300 | 18,11 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 10 341 | −43,45 | 4 557 | −41,07 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 47 338 | 20 859 | ||||||
| 2025-07-10 | 13F | Clare Market Investments LLC | 840 | 0,24 | 370 | 5,41 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 29 342 | 6,15 | 12 930 | 11,41 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 611 | 0,00 | 269 | 5,08 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 8 059 | 0,00 | 3 551 | 4,97 | ||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 4 673 | −8,77 | 2 059 | −4,23 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 1 430 | 0,00 | 630 | 5,00 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 775 | 0,00 | 342 | 4,92 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2 260 | 18,32 | 996 | 24,22 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | Put | 0 | −100,00 | 0 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 759 | −3,92 | 335 | 0,91 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 1 058 | 7,41 | 466 | 12,83 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 485 | −1,22 | 214 | 3,40 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | Call | 61 600 | 40,00 | 27 144 | 46,93 | |||
| 2025-08-14 | 13F | Millennium Management Llc | Put | 1 631 500 | 64,13 | 718 920 | 72,25 | |||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 450 | 0,00 | 198 | 5,32 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Millennium Management Llc | 222 531 | −0,17 | 98 058 | 4,77 | ||||
| 2025-08-14 | 13F | Infrastructure Capital Advisors, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 2 152 | 948 | ||||||
| 2025-04-15 | 13F | Members Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 1 613 | −13,09 | 711 | −8,86 | ||||
| 2025-04-24 | 13F | BSW Wealth Partners | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Security National Bank | 130 | 0,00 | 57 | 5,56 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 3 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Point72 Europe (London) LLP | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 960 | 306,78 | 423 | 327,27 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 682 | 300 | ||||||
| 2025-05-15 | 13F | Qube Research & Technologies Ltd | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-16 | 13F | ORG Partners LLC | 47 | −69,68 | 21 | −69,23 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 2 585 | 0,00 | 1 | 0,00 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 422 | 66,80 | 186 | 74,53 | ||||
| 2025-05-15 | 13F | Qube Research & Technologies Ltd | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1 885 | 17,15 | 830 | 22,78 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 553 | 0,00 | 244 | 4,74 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 20 630 | −7,76 | 9 091 | −3,19 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 636 | 0,00 | 280 | 4,87 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 8 401 | −0,47 | 3 702 | 4,46 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 2 954 | −57,62 | 1 295 | −55,76 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 892 | −63,29 | 393 | −61,57 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 10 569 | −10,84 | 4 657 | −6,43 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 920 | 0,00 | 405 | 4,92 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 31 011 | −3,48 | 13 665 | 1,30 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 587 | 0,34 | 259 | 5,31 | ||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 636 | 280 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3 754 | 4,19 | 1 654 | 9,39 | ||||
| 2025-07-08 | 13F | Parisi Gray Wealth Management | 779 | 0,39 | 343 | 5,54 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 1 992 | −0,05 | 878 | 4,90 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Moss Adams Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-04-09 | 13F | Worth Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 150 | 0,00 | 66 | 6,45 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 1 249 | −24,49 | 551 | −20,75 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 666 | 293 | ||||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 4 444 | −2,42 | 1 946 | 2,85 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 481 | 0,00 | 212 | 4,98 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 3 834 | −5,08 | 1 690 | −0,35 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 554 | 0,36 | 244 | 5,63 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1 231 | −20,94 | 542 | −17,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 541 956 | −8,42 | 234 312 | −6,03 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 2 618 | 37,43 | 1 153 | 44,31 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 27 117 | 49,00 | 11 743 | 53,67 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 307 900 | 14,85 | 135 676 | 20,53 | |||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 36 400 | 36,33 | 16 040 | 43,08 | |||
| 2025-08-14 | 13F | Aldebaran Financial Inc. | 703 | 2,18 | 310 | 7,29 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 4 226 | −22,26 | 1 830 | −17,19 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 28 226 | 146,82 | 12 438 | 159,05 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 1 025 | 0,00 | 452 | 4,88 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 1 673 | −8,58 | 737 | −4,04 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 1 049 | 1,75 | 462 | 6,94 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 776 | 0,26 | 342 | 5,25 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 6 815 | −20,18 | 3 003 | −16,24 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 900 | 0,00 | 397 | 5,04 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 25 | 0,00 | 11 | 10,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 5 867 | 22,66 | 2 585 | 28,74 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 610 | −14,08 | 270 | −9,73 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 5 116 | −97,54 | 2 254 | −97,42 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 1 848 | 0,22 | 814 | 5,17 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 2 984 | 1 315 | ||||||
| 2025-07-16 | 13F | True North Advisors, LLC | 2 103 | 0,29 | 927 | 5,23 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 1 999 | 1,89 | 881 | 6,93 | ||||
| 2025-08-06 | 13F | Excalibur Management Corp | 612 | 0,00 | 270 | 5,08 | ||||
| 2025-05-15 | 13F | Nomura Holdings Inc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 1 426 | 0,00 | 628 | 5,02 | ||||
| 2025-05-14 | 13F | CSM Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 4 910 | −42,20 | 2 164 | −39,34 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 851 | 0,24 | 357 | −1,11 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 2 512 | 36,30 | 1 107 | 43,08 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 890 | −0,22 | 392 | 4,81 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 1 066 | 2,80 | 470 | 7,82 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 2 803 | −1,79 | 1 235 | 3,09 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 950 | −5,00 | 419 | −0,24 | ||||
| 2025-05-15 | 13F | Nomura Holdings Inc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 333 | 0,00 | 147 | 5,04 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 1 387 | 0,00 | 611 | 4,98 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 2 301 | −12,61 | 1 014 | −8,24 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 46 697 | −11,27 | 21 | −9,09 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 6 559 | 149,20 | 2 890 | 161,54 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 3 | 0,00 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 17 576 | 7,92 | 7 745 | 13,25 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 3 130 | −15,70 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | 15 122 | 6 664 | ||||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 845 | 0,00 | 372 | 5,08 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 590 | 0,00 | 260 | 4,86 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 6 346 | −13,38 | 2 796 | −9,10 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 3 480 | 0,00 | 1 533 | 4,93 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 4 699 | −3,45 | 2 071 | 1,32 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 575 | 0,00 | 253 | 4,98 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 17 470 | −0,06 | 7 698 | 4,89 | ||||
| 2025-07-22 | 13F | One Wealth Management Investment & Advisory Services, LLC | 2 257 | 0,04 | 995 | 4,96 | ||||
| 2025-07-28 | 13F | Harbour Trust & Investment Management Co | 620 | −20,51 | 273 | −16,51 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 110 | 0,00 | 49 | 4,35 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Mirae Asset Securities (usa) Inc. | 200 000 | 0,00 | 88 130 | 4,95 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 366 383 | 0,85 | 602 097 | 5,84 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | Put | 14 300 | 6 301 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | Call | 10 000 | 4 406 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 16 759 | −41,05 | 7 385 | −38,13 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 51 626 | −0,25 | 22 749 | 4,69 | ||||
| 2025-07-30 | 13F | Fogel Capital Management, Inc. | 1 638 | 0,00 | 722 | 4,95 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 3 879 | 4,95 | 1 709 | 10,19 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 2 850 | 0,00 | 1 256 | 4,93 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 1 877 | 6,59 | 828 | 11,76 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5 392 | −42,57 | 2 376 | −39,75 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 567 | −2,07 | 250 | 2,47 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 341 | 0,00 | 150 | 4,90 | ||||
| 2025-08-19 | 13F | Slocum, Gordon & Co LLP | 3 | 0,00 | 2 | 0,00 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 4 476 | 32,98 | 1 973 | 39,56 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 1 525 | 0,00 | 672 | 4,84 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 415 | 0,00 | 183 | 4,60 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 511 | 225 | ||||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 18 834 | −0,98 | 8 299 | 3,93 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 47 189 | 0,75 | 20 794 | 5,74 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 45 | −31,82 | 20 | −29,63 | ||||
| 2025-04-17 | 13F | Missouri Trust & Investment Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 40 | 18 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 405 863 | −11,96 | 1 060 144 | −7,60 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 703 | −16,31 | 310 | −12,22 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 543 | 0,00 | 239 | 5,29 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Call | 217 000 | 95 621 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 195 100 | −57,58 | 85 971 | −55,48 | |||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 1 346 | 593 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 684 | 0,15 | 301 | 5,24 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 17 046 | 4,12 | 7 511 | 9,27 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Optiver Holding B.V. | 182 998 | 33,93 | 80 638 | 40,56 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 464 | 204 | ||||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 1 040 | 1,96 | 458 | 7,01 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 503 | 222 | ||||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 743 | 0,00 | 327 | 5,14 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 421 | 0,00 | 186 | 5,11 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 27 815 | −7,23 | 12 257 | −2,65 | ||||
| 2025-08-07 | 13F | Capital Wealth Planning, LLC | 15 822 | −35,80 | 6 972 | −32,62 | ||||
| 2025-05-13 | 13F | Elequin Capital Lp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-21 | 13F | Norris Perne & French Llp/mi | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Shay Capital LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Shay Capital LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-06 | 13F | SOUTH STATE Corp | 5 032 | 0,00 | 2 217 | 4,97 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 35 243 | 6,29 | 15 530 | 11,55 | ||||
| 2025-05-02 | 13F | Sachetta, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4 412 | −3,94 | 1 944 | 0,83 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 370 | 163 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 800 | 0,00 | 356 | 12,34 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 5 581 | −6,01 | 2 459 | −1,36 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 745 | −3,12 | 328 | 1,86 | ||||
| 2025-08-14 | 13F | Man Group plc | 7 768 | 3 423 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 142 | 63 | ||||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 1 253 | 0,00 | 552 | 4,94 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 10 153 | −12,71 | 4 474 | −8,39 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 3 661 | −6,65 | 1 618 | −1,94 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 4 900 | −5,57 | 2 159 | −1,01 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 0 | −100,00 | 0 |
