Grundläggande statistik
| Institutionella ägare | 315 total, 312 long only, 1 short only, 2 long/short - change of 1,61% MRQ |
| Genomsnittlig portföljallokering | 0.2825 % - change of −0,38% MRQ |
| Institutionella aktier (lång) | 33 612 140 (ex 13D/G) - change of 2,99MM shares 9,77% MRQ |
| Institutionellt värde (lång) | $ 1 861 285 USD ($1000) |
Institutionellt ägande och aktieägare
Global X Funds - Global X MLP & Energy Infrastructure ETF (US:MLPX) har 315 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 33,612,140 aktier. Största aktieägare inkluderar Morgan Stanley, Proficio Capital Partners LLC, Bank Of America Corp /de/, LPL Financial LLC, Wells Fargo & Company/mn, Rational Advisors Llc, HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF, Royal Bank Of Canada, Principal Financial Group Inc, and UBS Group AG .
Global X Funds - Global X MLP & Energy Infrastructure ETF (ARCA:MLPX) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 9, 2025 is 60,55 / share. Previously, on September 10, 2024, the share price was 53,07 / share. This represents an increase of 14,09% 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
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.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Advisory Alpha, LLC | 396 663 | 4,34 | 24 855 | 2,45 | ||||
| 2025-05-12 | 13F | Americana Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 98 587 | 3,59 | 6 177 | 1,73 | ||||
| 2025-09-03 | 13F | American Trust | 22 625 | 1 418 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 25 279 | −0,73 | 1 584 | −2,52 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 19 864 | 22,44 | 1 245 | 20,08 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 570 | 0,00 | 36 | −2,78 | ||||
| 2025-05-05 | 13F | Financial Advisory Service, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8 701 | 4,92 | 545 | 3,02 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 12 220 | 3,94 | 766 | 2,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 14 742 | 0,14 | 924 | −1,70 | ||||
| 2025-07-07 | 13F | Somerset Trust Co | 4 307 | 7,49 | 270 | 5,49 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 9 019 | −4,37 | 565 | −5,99 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 100 330 | 111,39 | 6 287 | 107,60 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 71 441 | 7,25 | 4 476 | 5,32 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 9 380 | 3,59 | 588 | 1,73 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 13 301 | 833 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 335 094 | −4,23 | 20 997 | −5,96 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 17 517 | 9,77 | 1 098 | 7,76 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 37 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 99 | 0 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | Call | 202 400 | 24,94 | 13 | 20,00 | |||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 7 602 | 0,00 | 476 | −1,86 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 3 565 | −5,03 | 223 | −7,11 | ||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 59 829 | −1,86 | 3 749 | −3,65 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 99 611 | −9,02 | 6 | 0,00 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 80 763 | −45,56 | 5 061 | −46,54 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 10 145 | 0,00 | 636 | −1,85 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 192 | 0,00 | 12 | 0,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 14 231 | 892 | ||||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 20 103 | −0,24 | 1 260 | −2,02 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 3 666 | 0,00 | 230 | −1,72 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 7 555 | 472 | ||||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 3 200 | 0,00 | 201 | −1,96 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 38 530 | 2 414 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 317 832 | −20,82 | 19 915 | −22,24 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 3 620 | 9,70 | 227 | 7,62 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 9 871 885 | 5,80 | 618 572 | 3,89 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 3 303 | −51,38 | 207 | −52,42 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 29 011 | 1 818 | ||||||
| 2025-07-16 | 13F | Morangie Management LLC | 22 558 | 1 413 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 16 056 | 38,76 | 1 006 | 36,31 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 731 | 0,00 | 46 | −2,17 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-04 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 223 | −0,89 | 14 | −7,14 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 7 356 | 27,42 | 461 | 25,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 23 800 | −17,65 | 1 491 | −19,14 | |||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 5 606 | −7,17 | 351 | −8,83 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 5 497 | 0,00 | 344 | −1,71 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 620 | −99,76 | 39 | −99,77 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 46 203 | 2,44 | 2 857 | −0,73 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Discovery Capital Management, Llc / Ct | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12 231 | 61,72 | 766 | 58,92 | ||||
| 2025-07-31 | 13F | Rational Advisors Llc | 817 266 | −0,91 | 51 210 | −2,69 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 30 526 | 39,31 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 8 185 | 11,24 | 513 | 9,17 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 9 292 | 582 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18 079 | −0,72 | 1 133 | −2,50 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 72 851 | 0,91 | 4 565 | −0,91 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 12 850 | −22,69 | 805 | −24,06 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 29 295 | 6,00 | 1 836 | 4,08 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 11 580 | 0,00 | 726 | −1,76 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 1 155 | −0,09 | 72 | −1,37 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 86 425 | 64,01 | 5 415 | 61,06 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 9 502 | −34,36 | 595 | −35,54 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 11 | 1 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 11 755 | −34,78 | 737 | −36,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 61 744 | 120,96 | 3 869 | 116,94 | ||||
| 2025-04-18 | 13F | Insigneo Advisory Services, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 258 139 | 3,15 | 16 175 | 1,30 | ||||
| 2025-05-05 | 13F | Crestwood Advisors Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 7 137 | 0,41 | 447 | −1,32 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 1 015 | 0,00 | 64 | −1,56 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 274 | 0,00 | 17 | 0,00 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 50 500 | 1,57 | 3 164 | −0,25 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 83 584 | −2,12 | 5 | 0,00 | ||||
| 2025-04-14 | 13F | Clean Yield Group | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 19 360 | 633,61 | 1 213 | 622,02 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 809 | −7,86 | 51 | −10,71 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 89 681 | 0,42 | 5 619 | −1,39 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 18 537 | 183,53 | 1 162 | 178,42 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 15 564 | 975 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6 200 | 1,14 | 388 | −0,77 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 266 520 | −6,74 | 16 700 | −8,42 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 32 822 | 179,38 | 2 057 | 174,50 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 722 | 35,46 | 45 | 32,35 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 3 324 | 0,97 | 208 | −0,95 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 400 | 55,04 | 25 | 56,25 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 19 900 | 1 247 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 32 736 | −5,07 | 2 051 | −6,77 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 125 128 | 0,95 | 7 841 | −0,87 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 9 918 | −24,75 | 621 | −26,16 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 920 | 17,05 | 58 | 14,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 627 | 0,00 | 39 | −2,50 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 28 213 | 19,71 | 1 768 | 17,56 | ||||
| 2025-08-14 | 13F | Savoie Capital LLC | 31 000 | 0,00 | 1 942 | 3,46 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 133 495 | −6,08 | 8 365 | −7,78 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 6 475 | 6,94 | 406 | 4,92 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4 451 | −0,09 | 279 | −2,11 | ||||
| 2025-07-24 | 13F | Birch Capital Management, LLC | 12 471 | 0,00 | 781 | −1,76 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 114 793 | −4,36 | 7 199 | −6,06 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 186 | 0,00 | 12 | 0,00 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 6 089 | −0,16 | 382 | −2,06 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 3 326 | 208 | ||||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 17 299 | −0,76 | 1 084 | −2,61 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3 975 | 249 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 200 | 13 | ||||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 3 469 | −2,25 | 217 | −3,98 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 31 304 | 14,23 | 1 920 | 23,31 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 14 197 | −0,90 | 1 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1 493 | 902,01 | 94 | 933,33 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 523 507 | −4,03 | 32 803 | −5,76 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 151 736 | −37,86 | 9 508 | −38,98 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 60 170 | 261,01 | 3 770 | 254,66 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 2 | 0,00 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 56 540 | −2,35 | 3 543 | −4,11 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 17 770 | 3,38 | 1 113 | 1,55 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 8 365 | −87,28 | 524 | −87,51 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 71 | 4 | ||||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 5 400 | −0,46 | 338 | −2,31 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Legacy Capital Group California, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 24 368 | 0,00 | 1 527 | −1,80 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 2 902 | −0,51 | 182 | −2,69 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 10 382 | 10,94 | 651 | 8,88 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 5 600 | 0,00 | 351 | −1,96 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 6 388 | 400 | ||||||
| 2025-07-29 | 13F | Foster & Motley Inc | 10 023 | −4,00 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 214 760 | 22,46 | 13 457 | 20,25 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 54 894 | 1 321,02 | 3 440 | 1 297,97 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 569 | −16,20 | 36 | −18,60 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 16 743 | 4,42 | 1 049 | 2,54 | ||||
| 2025-07-18 | 13F | Old Point Trust & Financial Services N A | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 3 591 | 225 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 199 132 | 0,72 | 12 478 | −1,09 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 18 187 | 4,20 | 1 140 | 2,34 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 6 623 | −26,51 | 415 | −28,00 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 162 | 161,29 | 10 | 233,33 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 178 581 | −2,73 | 11 190 | −4,48 | ||||
| 2025-08-04 | 13F | Field & Main Bank | 1 625 | −5,80 | 102 | −8,18 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 112 917 | 9,11 | 7 | 16,67 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 13 972 | −10,74 | 875 | −12,32 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 35 413 | −86,84 | 2 219 | −87,09 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 208 | 0,00 | 13 | 0,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 904 | 57 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 207 | 24 040,00 | 76 | |||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 7 458 | 467 | ||||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 4 335 | 7,97 | 272 | 5,86 | ||||
| 2025-06-26 | NP | HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF | 784 091 | −11,94 | 47 163 | −15,40 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 171 | 11 | ||||||
| 2025-07-25 | NP | PRDAX - Diversified Real Asset Fund Class A | 402 400 | 0,00 | 24 381 | −4,14 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 2 820 089 | 41 304,92 | 3 923 | 803,92 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 4 433 | 3,09 | 275 | 6,61 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 250 390 | 3,70 | 15 689 | 1,84 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 199 | 0,00 | 12 | 0,00 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 22 493 | −80,56 | 1 409 | −76,31 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 12 625 | −1,06 | 791 | −2,83 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 061 803 | 6,86 | 66 533 | 4,94 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 14 039 | 0,05 | 1 | |||||
| 2025-07-16 | 13F | A. D. Beadell Investment Counsel, Inc. | 3 455 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 2 000 | 0,00 | 125 | −1,57 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 75 416 | 0,87 | 5 | 0,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 14 764 | 113,54 | 925 | 109,75 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 3 979 | 249 | ||||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 112 | 7 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 16 087 | 5,24 | 1 008 | 3,28 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 3 967 | −43,91 | 249 | −45,01 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 28 092 | 0,66 | 1 747 | −1,91 | ||||
| 2025-08-14 | 13F | UBS Group AG | 632 477 | −2,33 | 39 631 | −4,09 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 543 697 | 19,22 | 34 068 | 17,07 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 310 | 0,00 | 19 | 0,00 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 16 172 | 0,36 | 1 013 | −1,46 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 1 538 | 96 | ||||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 666 500 | 2,55 | 41 763 | 0,70 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3 984 | −5,64 | 250 | −7,43 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 114 | −81,76 | 7 | −82,05 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 17 977 | 5,02 | 1 126 | 3,11 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 10 200 | 4,08 | 639 | 2,24 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 22 556 | 16,89 | 1 413 | 14,78 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 24 | 2 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11 079 | 20,95 | 1 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 12 400 | 777 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 14 163 | −0,82 | 1 | |||||
| 2025-05-02 | 13F | Kingsview Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 11 658 | 299,38 | 730 | 292,47 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 500 | 0,00 | 31 | 0,00 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 52 858 | 16,08 | 3 312 | 14,01 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 1 341 | 0,00 | 84 | −1,18 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4 743 | −7,29 | 297 | −8,90 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 16 735 | 52,85 | 1 049 | 50,14 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 466 | 1 270,59 | 0 | |||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 174 | 0,00 | 11 | −9,09 | ||||
| 2025-05-06 | 13F | Rsm Us Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3 406 | 0,00 | 213 | −1,84 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 3 540 | 222 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 4 300 | 0,00 | 269 | −1,82 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12 | 1 | ||||||
| 2025-05-07 | 13F | Phoenix Holdings Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 335 | 0,00 | 21 | −4,76 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 157 432 | 0,18 | 9 865 | −1,63 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 175 687 | 11 009 | ||||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 175 551 | 4,01 | 11 000 | 7,62 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 5 300 | 8,16 | 332 | 6,41 | |||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 4 900 | 16,67 | 307 | 14,55 | |||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 4 309 | −0,53 | 270 | −2,17 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 13 147 | 824 | ||||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 16 872 | 0,00 | 1 057 | −1,77 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 79 056 | 0,00 | 4 954 | −1,80 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 4 852 | −3,50 | 304 | −5,00 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 21 752 | −23,55 | 1 363 | 136 100,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 164 655 | 4,86 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 39 335 | 2 465 | ||||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 23 572 | 1 477 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 28 900 | 1 811 | ||||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 48 492 | −10,38 | 3 094 | −5,64 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 44 689 | 18,87 | 2 763 | 25,36 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 75 200 | 4 712 | ||||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 290 | 0,00 | 18 | 0,00 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 181 914 | 5,85 | 11 399 | 3,94 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 8 953 | −0,91 | 1 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 039 | 128 | ||||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 303 | −38,41 | 19 | −41,94 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 39 092 | 0,80 | 2 450 | −1,01 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 8 733 | 131,40 | 547 | 127,92 | ||||
| 2025-04-14 | 13F | RWM Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 90 581 | 7,05 | 5 676 | 5,11 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 22 643 | −9,49 | 1 419 | −11,15 | ||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 9 082 | 0,00 | 569 | −1,73 | ||||
| 2025-08-12 | 13F | Verity & Verity, LLC | 24 120 | 0,00 | 1 511 | −1,82 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 4 805 | −12,08 | 301 | −13,51 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1 550 | −6,06 | 97 | −7,62 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 18 537 | 1,02 | 1 161 | −0,77 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 3 410 | −4,32 | 214 | −6,17 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 20 773 | 9,79 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 446 860 | 12,80 | 153 320 | 10,77 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 231 490 | 0,48 | 14 505 | −1,33 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 35 101 | 2 199 | ||||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 3 538 | 0,00 | 222 | −1,78 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 7 423 | −12,86 | 465 | −14,36 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 30 025 | −0,44 | 1 881 | −2,23 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 48 720 | 3,86 | 3 053 | 1,97 | ||||
| 2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 96 | 0,00 | 6 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 13 096 | 0,33 | 821 | −1,44 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 77 896 | −0,02 | 4 881 | −1,83 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 5 224 | 7,76 | 327 | 5,83 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 28 228 | −2,10 | 1 769 | −4,64 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 24 983 | 1 566 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 32 016 | −3,99 | 2 006 | −5,69 | ||||
| 2025-08-13 | 13F | Bollard Group LLC | 45 475 | 1,18 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 3 203 | 201 | ||||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 73 923 | 0,70 | 4 516 | 1,10 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 5 849 | 2,22 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14 301 | 17,19 | 896 | 14,89 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 47 290 | 0,85 | 2 963 | −0,97 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 32 | −87,92 | 2 | −87,50 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 11 948 | −13,70 | 749 | −15,29 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 51 500 | 3 227 | ||||||
| 2025-08-06 | 13F | Menlo Advisors Llc | 100 697 | −1,66 | 6 | 0,00 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 49 605 | −1,08 | 3 108 | −2,84 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 3 415 | 267,60 | 214 | 261,02 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 3 261 | 204 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 129 | −43,83 | 68 | −46,87 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 10 | 0,00 | 1 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 314 | 0,32 | 20 | 0,00 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 36 485 | 52,16 | 2 286 | 49,41 | ||||
| 2025-08-11 | 13F | Sharpepoint Llc | 32 883 | −10,06 | 2 060 | −8,53 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 27 036 | 7,80 | 1 694 | 5,88 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 33 006 | −2,89 | 2 068 | −4,61 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 8 327 | 81,18 | 522 | 77,82 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 41 | 0,00 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 3 095 | 194 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 10 700 | 670 | ||||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 33 204 | −1,24 | 2 081 | −3,03 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 4 980 | 0,00 | 312 | −1,58 | ||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 13 096 | −10,97 | 821 | −12,58 | ||||
| 2025-04-21 | NP | GLPAX - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares | 114 685 | 7 249 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 168 | 0,00 | 11 | 11,11 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 11 218 | −1,23 | 703 | −3,04 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 27 292 | 13,32 | 1 704 | 10,72 | ||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 229 900 | 14 406 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5 793 | 41,09 | 363 | 38,55 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 78 690 | 35,19 | 4 931 | 32,74 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5 708 | −3,11 | 358 | −4,80 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5 163 | 0,00 | 324 | −1,82 | ||||
| 2025-05-15 | 13F | Perennial Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stamos Capital Partners, L.p. | 60 643 | 51,80 | 3 800 | 49,04 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 23 213 | −12,95 | 1 455 | −14,52 | ||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 48 421 | −1,80 | 3 034 | −3,56 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 274 794 | −1,40 | 17 | 0,00 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 49 411 | 3 096 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 106 521 | 247,06 | 6 675 | 240,86 | ||||
| 2025-07-30 | 13F | Private Capital Advisors, Inc. | 8 500 | 6,25 | 533 | 4,31 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 701 011 | −4,39 | 43 926 | −6,11 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 8 106 | −35,95 | 508 | −37,17 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 475 | 0,00 | 30 | −3,33 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 4 428 | 277 | ||||||
| 2025-07-28 | 13F | Essex LLC | 56 680 | −2,41 | 3 552 | −4,16 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 285 235 | −7,31 | 17 873 | −8,98 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 4 747 | −0,92 | 297 | −2,62 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 24 900 | −38,37 | 1 560 | −39,46 | |||
| 2025-08-14 | 13F | GWM Advisors LLC | 39 776 | −1,11 | 2 492 | −2,88 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 595 | 0,00 | 37 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 28 400 | 1 780 | |||||
| 2025-08-27 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 56 899 | 2,62 | 3 565 | 0,76 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 4 005 | −21,33 | 251 | −22,84 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 3 333 | 0,00 | 209 | −1,89 | ||||
| 2025-07-16 | 13F | American National Bank | 46 | 0,00 | 3 | 0,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 600 | 0,00 | 38 | −2,63 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3 971 | 9,03 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 250 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 63 199 | 1,21 | 3 960 | −0,60 | ||||
| 2025-06-30 | NP | MLPD - Global X MLP & Energy Infrastructure Covered Call ETF | 174 752 | 19,24 | 10 511 | 14,56 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 26 597 | 3,62 | 1 667 | 1,77 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 36 426 | 10,18 | 2 282 | 8,20 | ||||
| 2025-05-05 | 13F | Mainstay Capital Management Llc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 11 497 | 720 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 29 246 | −0,73 | 1 833 | −2,50 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 33 056 | 3,63 | 2 071 | 1,77 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 40 809 | −13,63 | 2 557 | −10,63 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 49 019 | −14,77 | 3 072 | −16,30 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 176 | 0,00 | 11 | 0,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 27 736 | −0,67 | 1 738 | −2,47 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 28 927 | 0,50 | 1 813 | −1,31 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 30 948 | 9,75 | 1 932 | 7,27 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19 155 | 1,67 | 1 200 | −0,17 | ||||
| 2025-04-01 | 13F/A | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1 083 | 1,31 | 68 | −1,47 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7 569 | −86,94 | 474 | −87,18 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 349 | 22 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 463 | −7,82 | 154 | −9,41 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 348 772 | −16,23 | 21 854 | −17,74 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4 051 | 0,00 | 254 | −1,94 | ||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 14 424 | −31,82 | 904 | −33,06 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 16 456 | 1 031 | ||||||
| 2025-08-08 | 13F | Firestone Capital Management | 6 940 | −6,75 | 435 | −8,44 | ||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 72 150 | 3,81 | 4 521 | 1,94 | ||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 9 608 | 0,00 | 613 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 422 391 | 1,31 | 89 127 | −0,52 |
Other Listings
| MX:MLPX |
