Grundläggande statistik
| Institutionella ägare | 825 total, 822 long only, 0 short only, 3 long/short - change of 2,74% MRQ |
| Genomsnittlig portföljallokering | 0.6164 % - change of −1,88% MRQ |
| Institutionella aktier (lång) | 177 160 995 (ex 13D/G) - change of 17,24MM shares 10,78% MRQ |
| Institutionellt värde (lång) | $ 9 200 290 USD ($1000) |
Institutionellt ägande och aktieägare
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF (US:JEPQ) har 825 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 177,160,995 aktier. Största aktieägare inkluderar Jpmorgan Chase & Co, Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, JNBAX - JPMorgan Income Builder Fund Class A, Wells Fargo & Company/mn, Raymond James Financial Inc, Royal Bank Of Canada, UBS Group AG, and Ameriprise Financial Inc .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF (NasdaqGM:JEPQ) 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 18, 2025 is 57,02 / share. Previously, on September 19, 2024, the share price was 54,42 / share. This represents an increase of 4,78% 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 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 954 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 52 | 1,96 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3 804 | 207 | ||||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-04 | 13F | Capital Market Strategies LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 14 416 | −9,87 | 784 | −5,31 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 29 163 134 | 31,75 | 1 586 475 | 38,41 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 19 178 | 27,74 | 1 043 | 34,23 | ||||
| 2025-05-07 | 13F | Nvwm, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 4 842 | 263 | ||||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 58 001 | −3,28 | 3 155 | 1,64 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 12 039 | 2 307,80 | 655 | 2 516,00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 402 | 21 | ||||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 10 410 | 566 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 82 028 | 14,44 | 4 462 | 20,24 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 52 613 | −10,06 | 2 862 | −5,48 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 6 631 | 44,59 | 370 | 57,02 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 444 | 36,20 | 24 | 50,00 | ||||
| 2025-08-05 | 13F | Wellington Shields & Co., LLC | 1 000 | 0,00 | 54 | 5,88 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 104 442 | 1,32 | 5 686 | 6,44 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 5 000 | 272 | ||||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 10 208 | −13,79 | 555 | −9,46 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 549 804 | −18,60 | 29 909 | −14,49 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4 085 | 4,13 | 222 | 9,36 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9 828 | 9,70 | 535 | 15,33 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 3 750 | 204 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 383 | 0,58 | 75 | 5,63 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 121 932 | 3,39 | 6 633 | 8,61 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 161 006 | 0,67 | 8 759 | 5,76 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 4 000 | −34,96 | 218 | −31,76 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 5 834 | 0,00 | 317 | 4,97 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 59 186 | −70,81 | 8 921 | −15,03 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 14 400 | 185,37 | 783 | 200,00 | ||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | CAP Partners, LLC | 14 086 | 0,99 | 766 | 6,09 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 5 194 | −37,05 | 283 | −33,96 | ||||
| 2025-07-28 | 13F | Melia Wealth LLC | 13 101 | 46,64 | 713 | 54,11 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 72 669 | 26,86 | 3 953 | 33,28 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 2 575 311 | 1,75 | 140 097 | 6,90 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 118 | −97,05 | 6 | −97,10 | ||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-04 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 5 812 | −1,12 | 316 | 3,95 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 10 189 | 0,00 | 554 | 5,12 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 6 033 | 0,00 | 328 | 5,13 | ||||
| 2025-08-05 | 13F | Sulzberger Capital Advisors, Inc. | 30 528 | −23,96 | 1 661 | −20,12 | ||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 5 631 | 34,30 | 306 | 41,01 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 169 | 69,00 | 9 | 80,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 75 404 | 20,99 | 4 102 | 27,12 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 152 722 | 37,58 | 8 308 | 32,76 | ||||
| 2025-08-28 | NP | YFYA - Yields for You Income Strategy A ETF | 23 198 | 131,26 | 1 262 | 142,97 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 134 890 | 25,01 | 7 338 | 31,34 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 377 556 | 1,20 | 20 539 | 6,32 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 13 447 | −38,47 | 732 | −35,37 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 142 058 | 20,86 | 7 728 | 26,96 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 2 277 | 111,62 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 7 230 | −16,43 | 393 | −12,08 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 31 816 | 20,76 | 1 731 | 26,83 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Yield ETF | 149 320 | 17,36 | 7 859 | 8,19 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 6 017 | 33,39 | 327 | 40,34 | ||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 10 760 | −3,45 | 585 | 1,39 | ||||
| 2025-04-16 | 13F/A | Avaii Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 125 177 | 6,77 | 6 810 | 12,17 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 15 | 1 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1 091 | 3,31 | 59 | 9,26 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 258 959 | −14,89 | 14 087 | −10,58 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 116 700 | 3,35 | 6 | 20,00 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 4 122 | −5,70 | 224 | −0,88 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 49 185 | 21,47 | 2 676 | 27,62 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 17 142 | 23,37 | 933 | 29,62 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 4 311 | 0,00 | 235 | 4,93 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 13 616 | −12,19 | 741 | −7,73 | ||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 10 083 | −2,81 | 548 | 2,05 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 202 930 | 7,45 | 11 043 | 12,89 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 6 693 | 3,69 | 364 | 8,98 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 20 278 | 33,52 | 1 103 | 40,33 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 62 322 | 133,50 | 3 390 | 145,30 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 5 692 | 17,75 | 310 | 23,60 | ||||
| 2025-07-09 | 13F | Blodgett Wealth Advisors, Llc | 5 150 | −19,53 | 280 | −15,41 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 376 601 | 6,85 | 20 487 | 13,34 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 99 433 | 20,61 | 5 409 | 26,73 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 859 312 | 4,23 | 156 | 9,15 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Masso Torrence Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 93 859 | 9,67 | 5 106 | 15,21 | ||||
| 2025-08-07 | 13F | PFG Advisors | 33 096 | −39,45 | 1 800 | −36,40 | ||||
| 2025-05-15 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Fundamentun, Llc | 6 246 | −57,73 | 340 | −55,69 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7 807 | 16,56 | 425 | 22,54 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 14 509 | −0,32 | 789 | 4,78 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 57 285 | 6,39 | 3 116 | 11,80 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 35 513 | 26,44 | 1 932 | 32,81 | ||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 199 311 | 17,64 | 10 843 | 23,60 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 3 916 | 0,59 | 203 | −7,76 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 19 862 | 10,11 | 1 080 | 15,63 | ||||
| 2025-04-25 | 13F | Capital Advisors Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 131 581 | 8,90 | 7 158 | 14,42 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 4 360 | 99,00 | 237 | 109,73 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 38 395 | −7,79 | 2 089 | −3,15 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 639 032 | 14,08 | 34 763 | 19,85 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 16 897 | −7,32 | 919 | −2,55 | ||||
| 2025-05-15 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 9 078 | 19,75 | 494 | 25,77 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 246 772 | 12,88 | 13 424 | 18,59 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 8 945 | 487 | ||||||
| 2025-08-01 | 13F | Planning Directions Inc | 40 182 | 1,93 | 2 186 | 7,06 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 11 761 | 29,03 | 640 | 35,67 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 1 741 | 789 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 12 268 | 2,13 | 667 | 7,41 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 107 341 | 2,11 | 60 | 7,14 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 89 039 | −1,53 | 4 870 | 5,44 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 700 | −41,67 | 38 | −38,71 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 7 144 | 47,03 | 391 | 55,38 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1 024 | 56 | ||||||
| 2025-06-24 | NP | JNBAX - JPMorgan Income Builder Fund Class A | 7 923 574 | 0,00 | 406 796 | −10,67 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 12 932 | 703 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 109 503 | −4,83 | 5 957 | −0,02 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 89 874 | 71,28 | 4 889 | 79,94 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 246 970 | 4,26 | 13 435 | 9,54 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 6 347 | −86,83 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 10 491 | 571 | ||||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 6 040 | 28,10 | 0 | |||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 4 325 | −1,14 | 235 | 3,98 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 25 310 | 133,81 | 1 377 | 145,71 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 17 118 | 931 | ||||||
| 2025-05-20 | 13F | Jupiter Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 24 264 | 0,51 | 1 320 | 5,52 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 12 404 | −52,33 | 675 | −49,96 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 5 324 | 290 | ||||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 33 256 | 13,44 | 1 809 | 19,25 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 268 571 | 71,29 | 14 610 | 79,97 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 33 598 | 162,38 | 1 828 | 175,57 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 3 970 | 216 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 58 188 | 8,71 | 3 165 | 18,45 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 8 057 | 438 | ||||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 152 249 | 13,25 | 8 282 | 18,99 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 62 277 | 9,63 | 3 388 | 15,16 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 157 | 8,28 | 9 | 14,29 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 12 888 | 701 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 26 372 | 31,10 | 1 435 | 37,75 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 144 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 72 696 | 1 248,47 | 3 955 | 1 317,20 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 949 | 0,00 | 52 | −3,77 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 7 548 | 83,47 | 411 | 92,49 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 8 479 | 50,02 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 774 032 | −23,59 | 42 107 | −19,73 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 31 125 | −0,04 | 1 693 | 5,02 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 56 925 | −8,93 | 3 097 | −4,33 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 24 621 | −3,12 | 1 339 | 1,83 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 10 520 | 0,00 | 572 | 5,15 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 2 799 | 154 | ||||||
| 2025-04-23 | 13F | Aurora Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 18 393 | 16,21 | 1 025 | 26,23 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 78 806 | 27,03 | 4 | 33,33 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 4 023 | 219 | ||||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 28 367 | 51,15 | 2 | |||||
| 2025-08-07 | 13F | Financially Speaking Inc | 74 | −93,43 | 4 | −93,10 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 800 | 44 | ||||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 18 449 | −43,67 | 1 004 | −40,86 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 9 786 | −12,73 | 532 | −8,28 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 10 775 | 0,94 | 585 | 10,80 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 97 715 | −6,01 | 5 316 | −1,26 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 3 971 | 216 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 91 | 5 | ||||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 7 955 | 31,16 | 433 | 37,58 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 102 802 | −3,65 | 5 592 | 1,23 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 4 675 | 1,15 | 254 | 6,28 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 25 766 | −51,11 | 1 402 | −48,64 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 4 300 | 0,00 | 234 | 4,95 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 195 000 | −9,30 | 10 608 | −4,71 | |||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 488 640 | 15,21 | 26 582 | 21,03 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 93 962 | 4,94 | 5 126 | 9,34 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15 936 | 15,51 | 867 | 21,29 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 210 400 | 19,07 | 11 446 | 25,10 | |||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 287 571 | 10,62 | 15 644 | 16,21 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 800 | −11,21 | 44 | −6,52 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 6 336 | 23,70 | 345 | 29,81 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 16 354 | −16,65 | 890 | −12,41 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 35 974 | −3,09 | 1 957 | 1,77 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 8 250 | 0,22 | 449 | 5,16 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 38 912 | 10,59 | 2 117 | 16,20 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 20 563 | 2,81 | 1 119 | 8,02 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 144 043 | 81,35 | 7 836 | 90,54 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 91 126 | 72,64 | 4 957 | 81,38 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 28 011 | 22,15 | 1 524 | 28,31 | ||||
| 2025-07-15 | 13F | Herbst Group, Llc | 62 191 | 4,18 | 3 383 | 9,45 | ||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 13 206 | −43,91 | 718 | −41,10 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 49 919 | 8,08 | 2 716 | 13,55 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 88 380 | 3,05 | 4 808 | 8,27 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 7 956 | 31,81 | 403 | 18,53 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 152 312 | 20,71 | 8 286 | 26,82 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 94 | 0,00 | 5 | 25,00 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 774 | 0,00 | 42 | 5,00 | ||||
| 2025-06-25 | NP | RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 47 863 | 0,84 | 2 604 | 5,94 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 458 264 | 21,67 | 24 930 | 27,82 | ||||
| 2025-08-11 | 13F | Lighthouse Financial LLC | 168 654 | −1,82 | 9 175 | 3,15 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 36 770 | 2 000 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 32 385 | −20,15 | 1 758 | −16,37 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 2 000 | 0,00 | 109 | 4,85 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 9 079 | 494 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 800 | 300,00 | 44 | 330,00 | ||||
| 2025-05-09 | 13F | Rps Advisory Solutions Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 15 770 | 294,25 | 858 | 314,01 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Family Management Corp | 4 100 | 0,00 | 223 | 5,19 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 4 264 | −2,89 | 232 | 1,76 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 78 486 | 11,21 | 4 270 | 16,83 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 705 084 | −2,38 | 38 | 2,70 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 66 490 | 0,30 | 4 | 0,00 | ||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 401 531 | 35,33 | 21 843 | 42,18 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 16 100 | 876 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 13 109 446 | 20,81 | 713 154 | 26,93 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 25 946 | 38,99 | 1 411 | 46,07 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 15 048 | −6,12 | 1 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 14 205 | 131,31 | 773 | 143,53 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 27 509 | 273,56 | 1 497 | 292,65 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5 592 | 304 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 10 971 | 95,63 | 597 | 88,61 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 8 469 | −12,28 | 461 | −7,82 | ||||
| 2025-08-26 | NP | FTRAX - Franklin LifeSmart Retirement Income Fund CLASS A | 38 000 | −1,62 | 2 067 | 3,35 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 11 982 | −4,04 | 652 | 0,77 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 5 620 | 306 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 913 522 | 2,49 | 212 896 | 7,67 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 16 064 | 1 | ||||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 143 292 | 44,43 | 7 795 | 51,74 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 40 167 | 133,10 | 2 185 | 131,71 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 67 689 | 4,11 | 3 682 | 9,39 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 6 665 | −55,83 | 363 | −53,65 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 11 971 | −6,33 | 651 | −1,51 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 87 027 | 68,99 | 4 780 | 80,38 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 4 086 | 123,89 | 222 | 136,17 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 70 742 | −4,65 | 3 848 | 0,18 | ||||
| 2025-07-11 | 13F | Bell Bank | 16 187 | −1,80 | 881 | 3,17 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Corps Capital Advisors, LLC | 10 462 | 121,42 | 569 | 133,20 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 8 313 | 3,94 | 452 | 9,18 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 605 657 | 4,16 | 33 514 | 11,31 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 30 687 | −2,06 | 1 669 | 2,90 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 53 309 | 17,41 | 2 900 | 23,31 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 43 388 | −28,06 | 2 360 | −24,43 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 611 | 33 | ||||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 2 307 | −89,73 | 126 | −89,25 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 223 689 | 3,29 | 12 169 | 8,51 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 465 775 | 6,76 | 25 338 | 12,16 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ping Capital Management, Inc. | 21 700 | 1 180 | ||||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 1 056 | 0,00 | 57 | 5,56 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 26 224 | −18,80 | 1 479 | −11,60 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 28 201 | 1,23 | 1 534 | 6,38 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 221 | 12 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 17 096 | 3,73 | 930 | 9,03 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 4 722 | −73,44 | 257 | −72,17 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 33 277 | 17,58 | 1 810 | 23,55 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 38 852 | −12,88 | 2 114 | −8,49 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 9 609 | 9,94 | 523 | 15,49 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 10 311 | 0,40 | 1 | |||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 27 940 | −34,73 | 1 520 | −31,44 | ||||
| 2025-06-24 | NP | TNMAX - 1290 Multi-Alternative Strategies Fund Class A | 17 090 | −6,51 | 877 | −16,48 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 35 696 | 12,64 | 1 942 | 18,35 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 162 | 63 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 48 796 | 1,13 | 2 655 | 6,24 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 15 812 | −3,67 | 860 | 1,30 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 3 329 | 1,28 | 181 | 6,47 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 17 827 | 5,20 | 970 | 10,49 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 39 521 | −0,16 | 2 150 | 4,88 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 13 470 | −6,00 | 733 | −1,21 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 46 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Advisory Resource Group | 86 301 | 9,45 | 4 695 | 14,99 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 17 919 | 9,24 | 975 | 14,72 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 19 | 1 | ||||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 4 243 | 231 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 676 | 29,25 | 35 | 20,69 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 543 050 | 5,72 | 29 542 | 11,06 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 191 | −65,51 | 65 | −64,04 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 11 576 | 630 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1 608 | 3,21 | 87 | 8,75 | ||||
| 2025-05-02 | 13F | Patton Albertson Miller Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 314 165 | 4,99 | 16 974 | 9,55 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 181 623 | −1,30 | 9 880 | 3,69 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 5 020 | −62,41 | 273 | −60,49 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 128 057 | 555,86 | 6 966 | 589,02 | ||||
| 2025-04-22 | 13F | Tower View Investment Management & Research LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 100 | 0,00 | 5 | 0,00 | ||||
| 2025-04-09 | 13F | Selway Asset Management | 4 000 | 207 | ||||||
| 2025-07-10 | 13F | Financial Management Network Inc | 3 757 | 203 | ||||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 31 178 | 5,27 | 1 696 | 15,37 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 78 966 | 29,09 | 4 296 | 35,62 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 3 950 | 0,00 | 215 | 4,90 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 4 630 | 0,00 | 252 | 5,02 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 18 872 | 2,62 | 1 027 | 7,77 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 9 514 | 19,57 | 518 | 25,49 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Triumph Capital Management | 13 055 | −2,59 | 710 | 2,45 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 11 977 | −15,03 | 652 | −10,70 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 49 194 | −11,02 | 2 676 | −6,50 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I | 6 067 | −3,10 | 330 | 1,85 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 71 872 | 55,08 | 3 910 | 62,94 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 400 | 41,84 | 76 | 49,02 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 250 | 14 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 11 023 | 23,55 | 600 | 29,93 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 2 437 | 10,92 | 133 | 7,32 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 332 | 17 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 685 | 0,00 | 35 | −7,89 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 2 137 | 0,47 | 116 | 5,45 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 154 849 | −31,21 | 8 424 | −27,73 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 83 460 | −3,97 | 4 540 | 0,89 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB | 8 520 | −7,59 | 463 | −2,94 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 100 | 5 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 290 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 300 787 | 40,62 | 70 763 | 47,73 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 34 730 | 369,51 | 1 889 | 393,21 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 4 866 | 14,06 | 265 | 20,00 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 18 187 | −3,00 | 989 | 1,96 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 717 | 0,00 | 39 | 5,41 | ||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 36 204 | 45,01 | 1 969 | 52,40 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 51 177 | 0,24 | 2 784 | 5,33 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 128 949 | 3,34 | 7 122 | 10,22 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 34 451 | 24,58 | 1 873 | 30,82 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 9 680 | 527 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 7 422 | 404 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 9 699 | −0,91 | 528 | 4,15 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 22 705 | 21,96 | 1 235 | 28,25 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 4 833 | 263 | ||||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 357 | −27,29 | 19 | −24,00 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 41 628 | 2,98 | 2 265 | 8,17 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 4 374 | −92,84 | 238 | −92,51 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 5 843 | 318 | ||||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 41 768 | 1,51 | 2 272 | 6,67 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 101 173 | 12,25 | 5 504 | 17,91 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 6 096 | 0,33 | 332 | 5,41 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Haverford Trust Co | 28 454 | 0,00 | 1 548 | 5,02 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 68 783 | −28,24 | 3 742 | −24,62 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 119 665 | −8,66 | 6 510 | −4,04 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 38 860 | −58,61 | 2 091 | −54,92 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 127 973 | −2,76 | 6 962 | 2,16 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 13 354 | 44,98 | 726 | 52,52 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 17 617 | 22,95 | 958 | 18,71 | ||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 16 304 | −1,65 | 887 | 3,26 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 72 987 | 23,82 | 3 970 | 30,08 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 3 784 | −7,59 | 206 | −3,30 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 12 045 | 8,05 | 655 | 13,52 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 2 043 | 9,31 | 111 | 15,63 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 87 061 | 31,02 | 4 736 | 37,67 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 72 752 | 35,55 | 3 958 | 42,39 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 36 606 | 17,21 | 1 895 | 7,67 | ||||
| 2025-07-10 | 13F | Guided Capital Wealth Management, LLC | 113 207 | −0,64 | 6 158 | 4,39 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 10 119 | −7,58 | 550 | −2,83 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 4 100 | −4,65 | 223 | 0,45 | |||
| 2025-08-14 | 13F | Group One Trading, L.p. | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 14 811 | 57,60 | 806 | 65,64 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 30 942 | −46,09 | 1 683 | −43,37 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 7 811 | −89,80 | 432 | −88,72 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 20 762 | 0,18 | 1 129 | 5,22 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 6 120 | 0,96 | 333 | 6,07 | ||||
| 2025-07-31 | 13F | City State Bank | 95 | 0,00 | 5 | 25,00 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 58 857 | −6,08 | 3 202 | −1,33 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 7 621 | −42,52 | 413 | −39,94 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 15 340 | −30,79 | 834 | −27,29 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 4 899 | 0,39 | 267 | 5,56 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 4 600 | 12,20 | 250 | 17,92 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 13 447 | −8,00 | 732 | −3,31 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 69 141 | 2,71 | 3 761 | 7,92 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 106 | 3,92 | 6 | 0,00 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 7 355 | 21,97 | 400 | 28,21 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 16 578 | 0,69 | 1 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 64 307 | 15,76 | 3 498 | 21,63 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | TFC Financial Management | 2 184 | 0,00 | 119 | 4,42 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 7 061 | 384 | ||||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 5 975 | 41,12 | 325 | 48,40 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11 700 | 32,16 | 636 | 38,86 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 253 | −1,34 | 68 | 4,62 | ||||
| 2025-08-14 | 13F | Caerus Investment Advisors, LLC | 23 454 | −52,94 | 1 276 | −50,58 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 10 796 | −45,70 | 587 | −42,95 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 251 698 | 33,34 | 13 692 | 40,13 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 33 820 | 22,91 | 2 | 0,00 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 233 630 | 21,34 | 12 709 | 17,07 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 4 684 | 0,00 | 255 | 4,96 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 41 928 | −53,37 | 2 281 | −51,61 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 5 853 | 0,00 | 318 | 4,95 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 1 723 | 0,00 | 94 | 4,49 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 90 | 0,00 | 5 | 0,00 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 20 547 | 1,92 | 1 118 | 7,09 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 56 390 | 4,80 | 3 068 | 10,09 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6 043 | 20,45 | 329 | 26,64 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 221 366 | −1,80 | 12 042 | 3,17 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 74 948 | −4,22 | 4 146 | 2,35 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 693 167 | 15,52 | 201 043 | 21,59 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 575 | −20,14 | 31 | −16,22 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 6 218 | 0,00 | 338 | 5,30 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 29 685 | −9,09 | 1 615 | −4,50 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 36 492 | −3,15 | 1 985 | 1,74 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 5 700 | 0,00 | 310 | 5,08 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 37 317 | 354,64 | 2 030 | 377,65 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 107 473 | 3,04 | 5 847 | 8,26 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 98 599 | 17,98 | 5 364 | 23,94 | ||||
| 2025-05-14 | 13F | Zacks Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Turn8 Private Wealth Inc. | 56 500 | 0,00 | 3 074 | 5,06 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 84 685 | −15,51 | 4 607 | −11,24 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 46 330 | 3,25 | 2 509 | 8,01 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 9 694 | 3,67 | 527 | 8,88 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 3 886 | 0,00 | 211 | 4,98 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 12 516 | 44,91 | 681 | 52,13 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 130 145 | −15,38 | 7 080 | −11,10 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 935 | 0,21 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 211 671 | 17,64 | 11 515 | 23,58 | ||||
| 2025-08-14 | 13F | Concorde Financial Corp | 44 315 | −1,44 | 2 411 | 3,52 | ||||
| 2025-05-09 | 13F | Beta Wealth Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 56 182 | 24,98 | 3 056 | 31,33 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 4 462 | −0,27 | 243 | 4,76 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 4 250 | 3,91 | 220 | −4,35 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | −100,00 | 0 | |||||
| 2025-08-20 | NP | CONWX - Concorde Wealth Management Fund | 7 200 | 0,00 | 392 | 5,11 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 22 434 | −0,88 | 1 220 | 4,18 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5 829 | 317 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 19 300 | 1 050 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 17 380 | −7,71 | 945 | −3,08 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 34 588 | 23,89 | 1 882 | 30,17 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 40 790 | 6,04 | 2 219 | 11,40 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 12 532 | 1,41 | 682 | 6,57 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 4 562 | −10,58 | 248 | −6,06 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 15 638 | 851 | ||||||
| 2025-07-24 | 13F | PDS Planning, Inc | 40 197 | 2,01 | 2 187 | 7,16 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 41 274 | 302,87 | 2 245 | 323,58 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 85 | 0,00 | 5 | 0,00 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 5 500 | 0,00 | 299 | 5,28 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2 220 | 0,00 | 121 | 5,26 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 20 974 | −9,97 | 1 141 | −5,47 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 201 234 | 194,90 | 10 947 | 209,85 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 19 524 | 18,60 | 1 062 | 24,65 | ||||
| 2025-04-25 | 13F | Albion Financial Group /ut | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 167 391 | 60,63 | 9 106 | 68,79 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 2 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 382 228 | 25,79 | 20 793 | 32,16 | ||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 32 | 2 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 4 490 | 244 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 112 368 | 5,85 | 6 113 | 11,57 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 65 613 | 19,09 | 3 569 | 25,14 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 21 279 | 196,61 | 1 158 | 211,86 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 66 621 | −4,01 | 3 624 | 0,86 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 7 291 | 2,07 | 397 | 7,32 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 7 599 | 3,19 | 413 | 8,40 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 29 342 | 8,03 | 1 596 | 13,51 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 40 364 | −74,25 | 2 206 | −72,58 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3 280 | 6,15 | 178 | 11,25 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 200 | 0,00 | 11 | 0,00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 452 088 | 4 392,58 | 24 591 | 4 619,96 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 20 831 | 1 133 | ||||||
| 2025-04-29 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 17 847 | −47,32 | 981 | −44,07 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 8 307 | −96,13 | 452 | −95,99 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 73 562 | 8,89 | 4 002 | 14,38 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 29 742 | 0,61 | 1 618 | 5,69 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 97 766 | 5 318 | ||||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 1 046 | 0,00 | 57 | 7,55 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 141 | 8 | ||||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 44 351 | 2,16 | 2 413 | 7,34 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 912 | 21,44 | 50 | 28,95 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 45 890 | 61,66 | 2 496 | 69,91 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 186 009 | 4,52 | 10 119 | 9,81 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 8 195 | −2,17 | 446 | 2,77 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 16 897 | 917 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 4 408 | 240 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 249 572 | 5,97 | 12 923 | −2,68 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 14 840 | 243,44 | 802 | 259,19 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1 882 | 0,00 | 102 | 5,15 | ||||
| 2025-08-05 | 13F | Ring Mountain Capital, LLC | 48 821 | 19,00 | 2 670 | 25,71 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 15 536 | 24,68 | 845 | 31,01 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 161 199 | 21,12 | 8 769 | 27,25 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 115 | 6 | ||||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 10 348 | 1,52 | 563 | 6,64 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 7 051 | 11,00 | 365 | 1,96 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 29 197 | 0,86 | 1 588 | 6,01 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 9 665 | 5,16 | 526 | 10,53 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 58 253 | 255,98 | 3 169 | 274,03 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 24 156 | 1 311 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 12 249 | 48,15 | 666 | 55,61 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 9 355 | 78,19 | 509 | 87,45 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 8 540 | 0,00 | 442 | −8,11 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 5 094 | −4,68 | 277 | 0,36 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 74 670 | 35,96 | 4 062 | 42,88 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 10 | 233,33 | 1 | |||||
| 2025-08-12 | 13F | Argent Trust Co | 248 026 | 4,34 | 13 493 | 9,62 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 9 410 | −51,24 | 512 | −48,85 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 170 431 | −7,35 | 9 271 | −2,66 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 19 871 597 | 1,81 | 1 081 015 | 6,96 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 537 143 | −8,59 | 29 221 | −3,97 | ||||
| 2025-07-25 | 13F | Clarendon Private LLC | 4 240 | 0,00 | 231 | 5,02 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 27 900 | 12,05 | 1 518 | 17,69 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 23 235 | 60,10 | 1 264 | 68,18 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 87 | 20,83 | 5 | 33,33 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 963 763 | 14,23 | 52 429 | 20,01 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 9 544 | 65,58 | 519 | 74,16 | ||||
| 2025-04-10 | 13F | Clarus Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Main Street Group, LTD | 110 | 0,00 | 6 | 0,00 | ||||
| 2025-07-31 | 13F | Anchor Capital Management Group Inc | 37 000 | 0,00 | 2 013 | 5,07 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 13 083 | 37,69 | 712 | 44,51 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1 935 | 73,54 | 105 | 84,21 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 3 700 | 201 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 221 602 | 9,16 | 66 | 15,79 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 34 613 | 46,93 | 1 907 | 56,44 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 47 785 | 8,52 | 2 600 | 13,99 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4 489 | 68,06 | 244 | 76,81 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 10 065 | 548 | ||||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 20 494 | 0,00 | 1 115 | 5,00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1 333 | 73 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 73 694 | 5,83 | 4 009 | 11,12 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3 589 375 | 10,12 | 195 284 | 15,68 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 4 680 | 4,67 | 255 | 9,96 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 115 529 | 35,75 | 6 | 50,00 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 19 418 | 58,70 | 1 056 | 66,82 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 133 580 | 9,25 | 7 267 | 14,79 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 44 930 | 7,59 | 2 444 | 13,04 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 7 807 | 917,86 | 421 | 976,92 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 35 665 | 4,37 | 1 940 | 9,67 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 16 289 | 159,09 | 843 | 142,24 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 6 569 | −29,86 | 357 | −26,39 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 4 299 | 234 | ||||||
| 2025-08-27 | 13F/A | Putney Financial Group LLC | 1 725 | −10,39 | 94 | −6,06 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 47 552 | −11,62 | 2 430 | −20,51 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 5 835 | −14,94 | 317 | −10,70 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 13 514 | 50,89 | 700 | 38,69 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 18 590 | 12,33 | 1 011 | 18,11 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 186 | 0,00 | 10 | 11,11 | ||||
| 2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Canvas Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Tricadia Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 7 975 | 0,15 | 434 | 11,60 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 38 025 | −20,26 | 2 069 | −23,07 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 24 801 | 39,84 | 1 349 | 46,95 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 28 386 | 20,91 | 1 544 | 27,08 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 932 166 | 4,35 | 105 110 | 12,12 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 475 953 | 61,79 | 25 892 | 69,98 | ||||
| 2025-07-23 | 13F | Matisse Capital | 4 200 | 228 | ||||||
| 2025-08-12 | 13F | Trexquant Investment LP | 5 297 | 288 | ||||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 174 161 | 45,78 | 9 474 | 53,18 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 129 696 | −3,31 | 7 055 | 1,58 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 139 472 | 5,33 | 7 587 | 10,66 | ||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 9 749 | 3,65 | 530 | 8,83 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 14 527 | 8,02 | 1 | |||||
| 2025-08-07 | 13F | Nwam Llc | 31 958 | −18,63 | 1 765 | −13,18 | ||||
| 2025-04-28 | 13F | Vishria Bird Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 213 | 0 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 273 244 | 27,27 | 14 864 | 33,72 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 26 556 | 61,21 | 1 445 | 69,48 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 6 367 | 10,00 | 346 | 15,72 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 38 550 | 3,35 | 2 097 | 8,60 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 409 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 32 950 | −2,17 | 1 793 | 2,81 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 172 | 9 | ||||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 333 | 150,38 | 18 | 200,00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 31 538 | 49,05 | 1 716 | 56,62 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 30 627 | 19,06 | 1 666 | 25,08 | ||||
| 2025-04-03 | 13F | Legacy Wealth Management, LLC / MS | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 6 285 | −10,50 | 342 | −6,06 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 8 433 | −18,31 | 470 | −12,99 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 118 255 | 17,33 | 6 433 | 23,28 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 22 210 | −25,89 | 1 208 | −22,11 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7 677 | 418 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 585 233 | 20,58 | 31 837 | 26,68 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 531 | −22,25 | 29 | −20,00 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 12 477 | 22,74 | 1 | |||||
| 2025-05-06 | 13F | Close Asset Management Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 332 834 | −45,27 | 18 071 | −42,61 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 73 713 | 73,54 | 4 010 | 82,31 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 104 435 | −5,90 | 5 681 | −1,13 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 8 950 | −94,92 | 487 | −94,39 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 15 087 | 19,67 | 821 | 25,77 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 50 650 | −16,88 | 2 755 | −12,68 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 14 300 | −29,17 | 778 | −25,65 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 15 174 | −0,01 | 825 | 5,10 | ||||
| 2025-07-17 | 13F | Forefront Wealth Management Inc. | 117 618 | 45,87 | 6 398 | 53,25 | ||||
| 2025-07-30 | 13F | Private Capital Advisors, Inc. | 7 886 | 429 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15 813 | 860 | ||||||
| 2025-07-22 | 13F/A | Kingstone Capital Partners Texas, LLC | 63 695 | −26,08 | 3 465 | −22,34 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 746 | 1,91 | 41 | 8,11 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 21 362 | −1,25 | 1 162 | 3,75 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 286 300 | −0,42 | 15 575 | 4,62 | |||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 67 147 | 113,84 | 3 653 | 124,74 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 56 200 | −39,76 | 3 057 | −36,72 | |||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 2 197 | 114 | ||||||
| 2025-07-17 | 13F | MBA Advisors LLC | 20 953 | 1,61 | 1 140 | 6,75 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 918 | 3,96 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 743 | 119,17 | 40 | 135,29 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 13 678 | 14,16 | 744 | 20,00 | ||||
| 2025-05-30 | NP | WBIG - WBI BullBear Yield 3000 ETF | 26 078 | −3,07 | 1 350 | −10,95 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 34 785 | 9,25 | 1 892 | 14,81 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 4 340 | 5,98 | 236 | 11,32 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 14 177 | 4,13 | 771 | 9,52 | ||||
| 2025-07-22 | 13F | James Reed Financial Services, Inc. | 427 767 | 8,43 | 23 271 | 13,92 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 39 801 | 1 285,35 | 2 165 | 8,52 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 7 860 | 0,90 | 428 | 5,96 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 9 434 | −14,17 | 513 | −9,84 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 80 294 | −14,24 | 4 | 0,00 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 3 908 | −12,04 | 213 | −7,83 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 3 699 | 201 | ||||||
| 2025-07-15 | 13F | BCS Wealth Management | 13 686 | −22,34 | 1 | |||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 72 316 | 3 934 | ||||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 6 570 | 0,31 | 357 | 5,31 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 30 226 | 22,24 | 1 644 | 28,44 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 689 508 | 6,51 | 91 909 | 11,90 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 8 639 | −39,89 | 470 | −36,88 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1 525 | 134,62 | 83 | 148,48 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 5 000 | 0,00 | 272 | 5,43 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9 974 | 11,63 | 543 | 17,32 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 9 948 | −5,68 | 547 | 0,55 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 200 | 11 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 120 495 | 15,53 | 6 555 | 21,37 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 668 | 0,60 | 0 | |||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 8 000 | 59,46 | 435 | 67,95 | ||||
| 2025-04-11 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 17 784 | 1,34 | 967 | 6,50 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 33 341 | −5,09 | 1 814 | −0,33 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 241 619 | 252,99 | 13 002 | 266,85 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 4 180 | 227 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 899 076 | 7,58 | 48 910 | 13,02 | ||||
| 2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 4 000 | 0,00 | 218 | 4,83 | ||||
| 2025-08-14 | 13F | Betterment LLC | 10 423 | −2,88 | 1 | |||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 17 | 1 | ||||||
| 2025-07-18 | 13F | Columbia Asset Management | 8 838 | 0,00 | 481 | 5,03 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 453 041 | 536,03 | 24 645 | 568,25 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 250 | −82,76 | 14 | −82,67 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 4 797 | −10,54 | 261 | −6,14 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 956 848 | 2,29 | 52 053 | 7,47 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 3 770 | 205 | ||||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Midwest Trust Co | 19 218 | 1 045 | ||||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Socha Financial Group, LLC | 13 320 | −71,23 | 725 | −69,80 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1 029 437 | 6,21 | 56 001 | 11,58 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 250 976 | 14,05 | 13 653 | 19,83 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 72 778 | 72,55 | 3 959 | 81,27 | ||||
| 2025-06-03 | 13F | Invst, LLC | 5 156 | 267 | ||||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 12 119 | 51,53 | 659 | 59,18 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 816 460 | 23,89 | 207 615 | 30,16 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 668 | 8,88 | 91 | 13,92 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 18 864 | 2,42 | 1 026 | 7,66 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 109 772 | 13,00 | 5 972 | 18,73 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 79 481 | 15,53 | 4 324 | 21,36 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 5 307 | 31,46 | 289 | 37,80 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 15 271 | 9,41 | 822 | 10,20 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 20 148 | 1 084 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 282 | 15 | ||||||
| 2025-08-14 | 13F | Helium Advisors LLC | 15 764 | 43,05 | 858 | 50,35 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 65 424 | −6,12 | 3 559 | −1,36 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 434 | 0,00 | 23 | 4,55 | ||||
| 2025-07-10 | 13F | Security National Bank | 32 442 | 14,03 | 1 765 | 19,76 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 91 530 | 7,91 | 4 979 | 13,39 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 1 144 011 | 22,20 | 62 234 | 28,38 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 863 | −25,99 | 47 | −23,33 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 60 924 | −8,58 | 3 314 | −3,94 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 72 736 | 30,68 | 4 006 | 40,91 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 41 039 | 20,51 | 2 233 | 26,60 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 11 | 0,00 | 1 | |||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 4 100 | 223 | ||||||
| 2025-04-15 | 13F | Parsons Capital Management Inc/ri | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 12 315 | 0,42 | 670 | 5,35 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 2 834 | 2,83 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 92 097 | 3,67 | 5 010 | 8,94 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 18 509 | 1 007 | ||||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 13 322 | 57,38 | 723 | 64,84 | ||||
| 2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 42 398 | −0,90 | 2 306 | 4,11 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 100 | 0,00 | 5 | 0,00 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 | 0 | ||||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 26 424 | 37,38 | 1 437 | 44,42 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 144 432 | 6,19 | 7 857 | 11,57 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 19 348 | 3,03 | 1 053 | 8,23 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 404 400 | 1 932,16 | 21 999 | 2 035,83 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 85 969 | 6,00 | 4 677 | 11,36 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 9 817 | 4,25 | 534 | 9,65 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 31 | 158,33 | 2 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 450 808 | 541,14 | 24 524 | 573,71 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 7 972 | 41,15 | 434 | 48,29 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 500 | 0,00 | 27 | 8,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 8 759 | 32,49 | 476 | 39,18 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 91 619 | 3,08 | 4 984 | 8,30 | ||||
| 2025-06-25 | NP | WHGHX - Westwood High Income Fund Institutional Shares | 18 744 | −4,37 | 962 | −14,56 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 38 986 | −5,25 | 2 121 | −0,47 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 10 500 | −40,00 | 571 | −36,98 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 4 478 | 3,47 | 244 | 8,48 | ||||
| 2025-04-24 | 13F | Motiv8 Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 12 608 | −69,81 | 686 | −70,90 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 73 954 | 20,66 | 4 023 | 26,79 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 22 994 | 15,75 | 1 251 | 21,60 | ||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 320 418 | 7,42 | 17 431 | 12,85 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 37 649 | 161,56 | 2 048 | 174,90 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 16 094 | −91,15 | 875 | −91,54 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 7 000 | 381 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 38 104 | −13,61 | 2 073 | −9,24 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | 0 | −100,00 | 0 | −100,00 |
Other Listings
| PE:JEPQ |
