Grundläggande statistik
| Institutionella ägare | 1007 total, 991 long only, 8 short only, 8 long/short - change of 8,36% MRQ |
| Genomsnittlig portföljallokering | 0.7439 % - change of 12,17% MRQ |
| Institutionella aktier (lång) | 71 282 389 (ex 13D/G) - change of 4,17MM shares 6,22% MRQ |
| Institutionellt värde (lång) | $ 16 397 402 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares MSCI USA Momentum Factor ETF (US:MTUM) har 1007 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 71,287,199 aktier. Största aktieägare inkluderar Envestnet Asset Management Inc, Mercer Global Advisors Inc /adv, Fmr Llc, Raymond James Financial Inc, Morgan Stanley, LPL Financial LLC, Assetmark, Inc, BlackRock, Inc., Ameriprise Financial Inc, and Ronald Blue Trust, Inc. .
iShares Trust - iShares MSCI USA Momentum Factor ETF (BATS:MTUM) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 15, 2025 is 254,62 / share. Previously, on September 16, 2024, the share price was 197,30 / share. This represents an increase of 29,05% 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.
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 26 385 | 130,34 | 6 272 | 172,70 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 6 977 | 0,03 | 1 410 | −2,29 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 2 017 | −2,89 | 485 | 15,51 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 911 | −2,77 | 219 | 15,34 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3 565 | −18,50 | 884 | −3,50 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 100 | 0,00 | 24 | 20,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 193 | 68,98 | 287 | 101,41 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 25 071 | −0,10 | 6 025 | 18,79 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 2 227 | 0,91 | 535 | 19,96 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 1 562 | −43,55 | 375 | −32,92 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 1 314 | 0,00 | 316 | 18,87 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 5 500 | 455,56 | 1 322 | 560,50 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 85 | 0,00 | 20 | 17,65 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 2 511 | 15,93 | 603 | 37,99 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 3 294 | 4,34 | 792 | 23,98 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 43 119 | 1,46 | 10 362 | 20,63 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 17 589 | 3,17 | 4 227 | 22,63 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 12 712 | −0,13 | 3 055 | 18,78 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 3 543 | −0,90 | 851 | 17,87 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 39 | 0,00 | 9 | 28,57 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 2 788 | 0,04 | 670 | 18,83 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 1 457 | 0,00 | 350 | 19,05 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 25 443 | −9,29 | 6 114 | 7,85 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 3 232 | 0,00 | 777 | 18,84 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 29 007 | 4,89 | 6 971 | 24,75 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 1 095 | −2,49 | 263 | 16,37 | ||||
| 2025-05-14 | 13F | Colonial Trust Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 9 274 | 16,26 | 2 201 | 35,72 | ||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 12 365 | 0,79 | 2 972 | 19,85 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 43 344 | 97,73 | 10 421 | 135,48 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 1 047 | −6,18 | 0 | |||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 1 096 | −5,60 | 263 | 12,39 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 8 996 | 5,38 | 2 162 | 25,33 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 4 112 | 44,28 | 988 | 71,53 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 430 | 0,23 | 103 | 19,77 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 1 096 | −10,68 | 263 | 6,05 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 692 | 24,01 | 166 | 48,21 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 4 297 | −32,67 | 1 033 | −19,94 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 457 403 | 110 | ||||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 3 374 | −6,90 | 811 | 10,66 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 7 497 | 388,40 | 1 802 | 481,29 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 1 765 | 30,16 | 424 | 55,31 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 22 001 | 682,12 | 5 287 | 808,42 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 355 181 | 0,03 | 85 | 19,72 | ||||
| 2025-06-25 | NP | CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 1 033 | 248 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 33 | −81,25 | 8 | −80,00 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 6 269 | −3,69 | 1 507 | 14,52 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 1 600 | 0,00 | 385 | 18,89 | ||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 3 430 | 824 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 8 295 | 13,13 | 2 056 | 41,02 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 16 161 | 390,02 | 3 884 | 483,03 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 3 825 | 10,93 | 919 | 32,04 | ||||
| 2025-08-05 | 13F | Wellington Shields & Co., LLC | 200 | 100,00 | 48 | 140,00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 171 | 0,00 | 35 | −2,86 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 92 758 | 3,29 | 22 292 | 22,81 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 130 | 3 150,00 | 31 | |||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 1 084 | 261 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 17 | 4 | ||||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Put | 0 | −100,00 | 0 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 3 146 | −7,25 | 753 | 9,93 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 9 567 | 6,16 | 2 299 | 26,25 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 13 | 0,00 | 3 | 50,00 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 558 | 3,14 | 134 | 22,94 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 4 662 | 1 173,77 | 1 120 | 1 434,25 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Equity Smart Beta 100 VP Service | 57 827 | 0,44 | 13 897 | 19,41 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 816 016 | 8,41 | 196 105 | 28,90 | ||||
| 2025-08-14 | 13F | Arizona PSPRS Trust | 359 227 | 0,20 | 86 329 | 19,14 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 14 584 | 25,21 | 3 506 | 48,90 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 31 960 | −2,75 | 7 681 | 15,63 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 46 | 15,00 | ||||||
| 2025-07-18 | 13F | Ewa, Llc | 1 546 | −40,19 | 372 | −28,93 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 11 732 | −0,14 | 2 819 | 18,74 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 25 094 | 9,81 | 6 035 | 30,57 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 100 | 24 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 15 026 | −0,21 | 3 611 | 18,63 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 21 839 | 7,86 | 5 248 | 28,22 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 3 | 1 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 433 871 | −0,62 | 104 | 18,18 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1 389 | 5,47 | 0 | |||||
| 2025-05-15 | 13F | Eight 31 Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Wedmont Private Capital | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 399 | 0,00 | 96 | 18,75 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 135 378 | −1,28 | 32 534 | 17,38 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 43 300 | −52,57 | 10 406 | −43,62 | |||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 2 215 | 532 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 1 968 | 20,66 | 477 | 40,83 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 68 700 | 10,27 | 16 510 | 31,11 | |||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 7 330 | −0,45 | 1 762 | 18,35 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 978 | 235 | ||||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 853 | 205 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 799 | 0,00 | 192 | 19,25 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 219 357 | −1,01 | 52 716 | 17,69 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 1 140 | 274 | ||||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 1 588 | −23,91 | 382 | −9,50 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 91 777 | −4,25 | 22 056 | 13,84 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 16 572 | 1,02 | 3 983 | 20,12 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 1 170 | 281 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 11 136 | −57,65 | 2 676 | −49,64 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 12 913 | 8,76 | 3 104 | 29,29 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | 0 | ||||||
| 2025-08-04 | 13F | AdvisorShares Investments LLC | 431 238 | 60,28 | 103 635 | 89,25 | ||||
| 2025-08-05 | 13F | Washburn Capital Management, Inc. | 5 630 | 1 353 | ||||||
| 2025-07-29 | 13F | Unison Advisors LLC | 25 085 | 5,91 | 6 028 | 25,92 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 398 | 122,35 | 80 | 116,22 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 880 | 211 | ||||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 3 838 | −2,51 | 922 | 15,97 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 1 974 | 0,00 | 474 | 18,80 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 115 371 | −8,40 | 27 726 | 8,90 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 3 492 | 839 | ||||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 19 664 | 8,14 | 4 765 | 29,66 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 2 602 | 11,34 | 625 | 35,28 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 1 675 | −3,46 | 403 | 14,86 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 970 | 233 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 1 163 | 280 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 6 | 0,00 | 1 | 0,00 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 411 | 0,00 | 99 | 18,07 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 12 101 | 9,32 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2 678 | −1,00 | 644 | 17,77 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 2 240 | 538 | ||||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 3 705 | 5,86 | 890 | 25,88 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 699 | 0,00 | 168 | 19,15 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 16 732 | −0,84 | 4 021 | 17,92 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2 357 | 26,72 | 566 | 50,93 | ||||
| 2025-05-15 | 13F | K2 Principal Fund, L.p. | Put | 0 | −100,00 | 0 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 6 619 | 32,78 | 1 376 | 36,64 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5 839 | 10,11 | 1 403 | 31,00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 71 | 17 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 | 44 195 | −31,78 | 9 265 | −34,74 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6 345 | 23,18 | 1 525 | 46,40 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 314 016 | 5,92 | 75 464 | 25,93 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 1 876 | 0,00 | 451 | 18,73 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 2 315 | −1,03 | 556 | 17,80 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 19 348 | 2,41 | 4 650 | 21,77 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 7 799 | 251,31 | 1 874 | 318,30 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 4 995 | 1 200 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 18 | 0,00 | 4 | 33,33 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 1 251 | 0,00 | 301 | 19,05 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 64 097 | −3,39 | 15 404 | 14,86 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 27 483 | −1,91 | 6 605 | 16,62 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 8 433 | −38,44 | 2 005 | −27,15 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 1 492 | 20,91 | 359 | 43,78 | ||||
| 2025-08-14 | 13F | Comerica Bank | 18 260 | −2,70 | 4 388 | 15,69 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 1 033 | 0,10 | 248 | 19,23 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 1 791 | 16,53 | 430 | 38,71 | ||||
| 2025-06-06 | 13F | Blue Oak Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 13 455 | −6,17 | 3 181 | 13,57 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 4 890 | −11,46 | 1 175 | 5,29 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 2 663 | 640 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 175 869 | −2,26 | 42 265 | 16,21 | ||||
| 2025-08-13 | 13F | Dai-Ichi Life Insurance Company, Ltd | 9 067 | −16,66 | 2 179 | −0,91 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 350 | −38,16 | 84 | −26,32 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 410 | 32,26 | 99 | 58,06 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 2 500 | 2,59 | 601 | 21,95 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 25 284 | 1,61 | 6 076 | 20,82 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Arrow Investment Advisors, LLC | 16 903 | −6,25 | 4 062 | 11,47 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 1 004 | −9,71 | 241 | 4,78 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 175 423 | −13,63 | 41 851 | 3,14 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2 808 | −16,78 | 1 | |||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 2 307 | −4,94 | 554 | 13,06 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 48 487 | −1,73 | 11 652 | 16,84 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 4 273 | −6,68 | 1 027 | 10,92 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 1 119 | −9,17 | 269 | 7,63 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 1 302 | −13,95 | 313 | 2,30 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 6 497 | 4,69 | 1 561 | 24,48 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 10 553 | −6,67 | 2 536 | 10,98 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 9 265 | −1,37 | 2 227 | 17,28 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 247 426 | 1,14 | 59 461 | 20,25 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 1 300 | 312 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 49 710 | 1,16 | 11 946 | 20,28 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 4 715 | −2,10 | 1 129 | 13,14 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 1 100 | 264 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 11 743 | −2,23 | 2 822 | 16,28 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 101 660 | 2,57 | 24 431 | 21,94 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 33 713 | −3,15 | 8 102 | 15,14 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 000 | 5,35 | 961 | 25,29 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 7 085 | −4,28 | 1 703 | 13,77 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 24 | 6 | ||||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 1 268 | 0,00 | 305 | 18,75 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 3 680 | −90,61 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Berbice Capital Management LLC | 7 609 | 27,20 | 1 829 | 51,20 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 834 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 150 | 0,00 | 36 | 20,00 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 1 823 | 0,00 | 452 | 18,37 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 8 972 | 1,22 | 2 156 | 20,38 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 3 014 | −0,63 | 724 | 18,30 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 857 | 206 | ||||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 5 790 | 0,10 | 1 371 | 17,28 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 21 466 | 1,24 | 5 159 | 20,35 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 77 | 0,00 | 19 | 20,00 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 287 510 | 69 094 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 456 395 | −49,36 | 109 681 | −39,80 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 226 | 11,33 | 54 | 31,71 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 502 479 | −0,05 | 120 756 | 18,84 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 2 777 | 34,54 | 667 | 59,95 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Call | 7 900 | −1,25 | 1 899 | 17,38 | |||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 10 700 | −81,29 | 2 571 | −77,76 | |||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 942 400 | 0,43 | 707 117 | 19,40 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 10 700 | −81,65 | 2 571 | −78,18 | |||
| 2025-06-27 | 13F/A | Goldman Sachs Group Inc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 2 029 | 46,18 | 488 | 73,93 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 11 204 | −0,61 | 2 693 | 18,17 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 55 088 | 1,79 | 13 239 | 21,03 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 523 | 0,00 | 126 | 19,05 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 7 086 | −0,56 | 1 703 | 18,19 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 302 103 | 17,45 | 553 241 | 39,64 | ||||
| 2025-05-15 | 13F | Toronto Dominion Bank | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Bokf, Na | 77 | 19 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 260 | −3,35 | 63 | 14,81 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 145 | −39,08 | 35 | −29,17 | ||||
| 2025-05-15 | 13F | Kingdon Capital Management, L.l.c. | Put | 0 | −100,00 | 0 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 333 729 | −9,05 | 80 202 | 8,14 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 1 959 | 1,45 | 471 | 20,51 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5 812 | 31,31 | 1 397 | 56,15 | ||||
| 2025-05-13 | 13F | Certus Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 333 | −9,51 | 80 | 8,11 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 2 241 | 0,81 | 539 | 19,82 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 155 | 0,00 | 37 | 19,35 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic US Equity Fund Class I Shares | 56 020 | 1,82 | 12 971 | 7,92 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 1 822 | 0,05 | 438 | 19,07 | ||||
| 2025-08-12 | 13F | Del-Sette Capital Management, LLC | 7 674 | 1 844 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1 698 | −23,75 | 408 | −9,33 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 830 | 1 876,19 | 199 | 3 216,67 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 10 949 | 1,19 | 2 631 | 20,30 | ||||
| 2025-04-22 | 13F | Minichmacgregor Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 66 348 | 3,72 | 15 945 | 23,31 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 87 151 | 4,98 | 20 944 | 24,82 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 899 569 | −1,94 | 216 | 16,76 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 1 950 | 0,05 | 469 | 19,08 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 083 | −98,19 | 260 | −97,85 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 11 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 574 | 0,00 | 138 | 18,10 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 1 600 | −44,96 | 385 | −34,58 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 1 895 | 0,00 | 455 | 7,57 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 7 478 | −0,66 | 1 797 | 18,15 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 1 214 | 292 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 3 327 | 0,00 | 672 | −2,33 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 1 889 | 378 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 1 372 | 859,44 | 0 | |||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 703 | 69,81 | 166 | 100,00 | ||||
| 2025-08-25 | NP | DWAW - AdvisorShares Dorsey Wright FSM All Cap World ETF | 176 622 | −13,01 | 42 446 | 7,28 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 3 918 | 28,12 | 942 | 48,89 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 1 295 | 311 | ||||||
| 2025-08-05 | 13F | State Of Michigan Retirement System | 1 206 090 | −6,87 | 289 848 | 10,72 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 112 547 | 4,45 | 27 047 | 24,19 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 1 852 | 0,38 | 445 | 19,62 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 17 045 | 7,03 | 4 096 | 27,24 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 13 183 | −0,08 | 3 168 | 18,83 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 3 466 | −44,88 | 833 | −34,49 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 45 | 11 | ||||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 1 538 | −1,79 | 370 | 16,77 | ||||
| 2025-07-11 | 13F | Spence Asset Management | 2 614 | 1 | ||||||
| 2025-08-08 | 13F | Parker Investment Management, LLC | 7 329 | 1 761 | ||||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 33 399 | 7 909 | ||||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 3 207 | 8,09 | 771 | 28,55 | ||||
| 2025-08-14 | 13F | Family Management Corp | 57 | 14 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 10 448 | 3,29 | 2 511 | 22,80 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 2 893 | −4,62 | 695 | 13,38 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 208 216 | 1,19 | 50 038 | 20,31 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 15 882 | 16,51 | 3 817 | 38,51 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 19 264 | −5,68 | 4 630 | 12,14 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2 389 | 7,61 | 574 | 28,13 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 869 | 0,00 | 209 | 18,86 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 894 | 0,00 | 215 | 18,89 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 851 | 0,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 1 489 | 0,00 | 358 | 19,00 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 3 630 | 476,19 | 872 | 586,61 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 22 260 | 2,58 | 5 349 | 21,96 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 1 030 | 248 | ||||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 20 335 | 0,00 | 4 887 | 18,88 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 1 536 | −8,02 | 369 | 9,50 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1 316 | 26,17 | 316 | 50,48 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 7 337 | −1,12 | 1 763 | 17,61 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 2 544 | 30,73 | 612 | 55,47 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 6 073 | 12,71 | 1 460 | 33,98 | ||||
| 2025-08-14 | 13F | AYAL Capital Advisors Ltd | Put | 145 000 | 34 846 | |||||
| 2025-04-22 | 13F | Cobblestone Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 591 | 5,85 | 382 | 26,07 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 1 533 | 6,98 | 368 | 27,34 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 81 | 19 | ||||||
| 2025-08-25 | NP | DWUS - AdvisorShares Dorsey Wright FSM US Core ETF | 254 616 | −5,37 | 61 189 | 12,51 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 4 207 | −47,66 | 1 011 | −37,75 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 7 900 | 64,58 | 1 899 | 95,67 | |||
| 2025-08-13 | 13F | StoneX Group Inc. | 1 590 | 3,65 | 382 | 23,23 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 374 | 90 | ||||||
| 2025-08-14 | 13F | Polymer Capital Management (HK) LTD | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 1 775 | 0,00 | 359 | 0,00 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 2 522 | 0,00 | 606 | 18,13 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares | 40 200 | −21,94 | 9 308 | −17,26 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 19 | 0 | ||||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 7 767 | 1 943,95 | 1 867 | 2 355,26 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 505 | 508,43 | 121 | 656,25 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2 424 | 15,76 | 582 | 37,59 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4 683 | 1 125 | ||||||
| 2025-08-06 | 13F | New Millennium Group LLC | 2 172 | −6,94 | 522 | 10,62 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 1 306 | −0,68 | 314 | 18,11 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2 343 | 16,80 | 563 | 39,01 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 20 | 5 | ||||||
| 2025-05-15 | 13F | Schonfeld Strategic Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1 169 | 0,00 | 281 | 18,64 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 715 | −22,43 | 412 | −7,62 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 1 193 | −4,71 | 287 | 13,04 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 496 | 81,68 | 118 | 118,52 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 16 329 | 3 924 | ||||||
| 2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 15 254 | −4,98 | 3 532 | 0,71 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 1 179 | 0,00 | 238 | −2,06 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 916 637 | 220 286 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 1 376 | −1,36 | 331 | 17,02 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 40 339 | 0,20 | 9 696 | 11,67 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 3 378 | −0,82 | 812 | 17,88 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 225 | 54 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 950 | 0,00 | 228 | 18,75 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 107 | 0,00 | 26 | 19,05 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 1 464 | −0,95 | 352 | 17,79 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 1 089 | 0,00 | 262 | 18,64 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 9 874 | −1,99 | 2 333 | 28,06 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 24 277 | −14,66 | 5 834 | 1,46 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 85 816 | −2,90 | 17 990 | −7,12 | ||||
| 2025-04-11 | 13F | LPF Advisors LLC | 1 327 | 0,15 | 268 | −2,19 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 1 643 | 0,00 | 395 | 18,67 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 1 513 | −1,82 | 364 | 16,72 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 10 982 | −58,76 | 2 639 | −50,97 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3 617 | −1,01 | 869 | 17,75 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 52 | 0,00 | 13 | 20,00 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 11 594 | 14,00 | 2 786 | 35,57 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 19 211 | 6,34 | 4 617 | 26,43 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 67 380 | −4,63 | 16 193 | 13,38 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 1 372 | 0,00 | 330 | 18,77 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 106 754 | −23,69 | 25 655 | −9,28 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 1 255 | 0,00 | 302 | 18,97 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 3 118 | 3,11 | 749 | 22,59 | ||||
| 2025-08-12 | 13F | Prudential Plc | 2 522 | −55,77 | 606 | −47,40 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 10 102 | −6,95 | 2 428 | 10,62 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 135 967 | 2,78 | 32 676 | 22,20 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 1 041 | 0,00 | 250 | 19,05 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 122 | 0,00 | 29 | 20,83 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 101 | 0,00 | 24 | 20,00 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 1 193 | −72,91 | 241 | −73,55 | ||||
| 2025-08-14 | 13F | Hotchkis & Wiley Capital Management Llc | Put | 6 500 | 0,00 | 1 562 | 18,96 | |||
| 2025-07-09 | 13F | Burt Wealth Advisors | 3 180 | −0,06 | 764 | 18,82 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 45 | −50,00 | 11 | −44,44 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 276 | 0,00 | 66 | 20,00 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 24 067 | 26,34 | 5 784 | 50,21 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 1 463 | −89,94 | 352 | −88,06 | ||||
| 2025-07-15 | 13F | Cassia Capital Partners, LLC | 9 596 | 0,00 | 2 306 | 18,93 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 10 506 | −6,59 | 2 525 | 11,04 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 856 | 206 | ||||||
| 2025-07-30 | 13F | Family Capital Trust Co | 179 | 0,00 | 43 | 19,44 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 1 045 | 0,00 | 251 | 18,96 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 192 | −8,57 | 46 | 9,52 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 13 524 | 0,16 | 3 250 | 19,09 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 30 896 | −0,48 | 6 245 | −0,49 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4 170 | −15,81 | 1 002 | 0,10 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 6 | 1 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 2 011 | 67,30 | 485 | 106,38 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 4 219 | −25,43 | 1 014 | −11,37 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 3 189 | −17,13 | 766 | −1,42 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 973 | 15,15 | 234 | 37,06 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 250 | 0,00 | 60 | 20,00 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 1 706 | −1,04 | 410 | 17,82 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 77 223 | 18 558 | ||||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 3 644 | 4,80 | 876 | 24,64 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 717 | −68,54 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 60 | 172,73 | 14 | 250,00 | ||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 32 736 | 10,88 | 7 580 | 17,54 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 700 | 0,57 | 142 | −2,08 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 38 | 0,00 | 9 | 28,57 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 1 792 | 6,54 | 431 | 26,84 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 14 655 | 7,07 | 3 522 | 27,30 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 33 872 | 0,23 | 8 140 | 19,18 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 3 852 | 59,83 | 926 | 89,94 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 53 861 | −5,93 | 12 944 | 9,26 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 2 069 | 6,93 | 497 | 27,11 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 231 042 | 15,84 | 295 986 | 37,79 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 137 | −42,68 | 33 | −31,25 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1 395 | −10,98 | 335 | 6,01 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 1 130 | 0,00 | 272 | 18,86 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 7 312 | 2 | ||||||
| 2025-08-13 | 13F | M&t Bank Corp | 90 569 | 16,68 | 21 766 | 38,73 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 987 | −5,91 | 237 | 12,32 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 3 222 | 17,89 | 774 | 40,22 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 2 400 | 0,00 | 577 | 18,76 | ||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 3 766 | 0,08 | 905 | 19,08 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 3 054 | −3,11 | 734 | 15,07 | ||||
| 2025-06-26 | NP | DWAT - Arrow DWA Tactical ETF | 1 126 | 11,82 | 236 | 7,27 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 29 448 | 7 106 | ||||||
| 2025-08-14 | 13F | Sentinus, LLC | 16 512 | 2,55 | 3 968 | 21,94 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 10 895 | −6,43 | 2 618 | 11,26 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 1 273 | −11,54 | 306 | 5,52 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 53 881 | 8,85 | 12 949 | 28,52 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 59 712 | −3,80 | 14 350 | 14,37 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 760 | −39,97 | 183 | −28,63 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 39 725 | 1,14 | 9 547 | 20,24 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5 073 | −3,70 | 1 219 | 14,57 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 273 289 | 0,55 | 65 677 | 19,55 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 2 346 | 1,21 | 564 | 20,30 | ||||
| 2025-04-22 | 13F | Avantra Family Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 1 922 | 0,00 | 462 | 18,81 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 22 721 | −51,41 | 5 460 | −42,23 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 9 775 | −6,48 | 2 349 | 11,22 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Put | 6 200 | 1 490 | |||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 1 169 | 278 | ||||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 20 900 | 5 023 | |||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 1 375 | 0,00 | 330 | 19,13 | ||||
| 2025-04-28 | 13F | Clark Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 38 889 | 13,80 | 9 346 | 35,30 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 133 387 | −29,72 | 32 056 | −16,51 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 220 966 | 14,67 | 53 105 | 36,33 | ||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 7 962 | 0,00 | 1 913 | 18,89 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 25 361 | 3,78 | 6 095 | 23,39 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 18 790 | 92,92 | 4 443 | 128,38 | ||||
| 2025-08-14 | 13F | Schonfeld Strategic Advisors LLC | Put | 38 500 | 9 252 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 18 894 | 10,52 | 4 541 | 31,40 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 1 050 | −8,85 | 249 | 7,33 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 67 440 | 43,99 | 16 207 | 71,19 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 156 | −0,68 | 1 720 | 18,06 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 30 041 | 21,60 | 7 219 | 44,58 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 960 | 231 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 17 619 | 2,62 | 4 | 33,33 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 38 477 | −1,03 | 9 247 | 17,66 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 32 936 | 92,54 | 7 933 | 130,85 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 3 342 | −28,30 | 803 | −14,76 | ||||
| 2025-08-15 | 13F | Audent Global Asset Management, LLC | 27 876 | 0,38 | 6 699 | 19,35 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 10 892 | 30,87 | 2 618 | 55,59 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 1 456 | 23,39 | 350 | 46,64 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 2 041 | 0,25 | 501 | 21,90 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 112 661 | 230,62 | 27 075 | 293,12 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 3 679 | 0,22 | 884 | 20,60 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 10 223 | 4,41 | 2 467 | 24,66 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 101 159 | −0,37 | 24 310 | 18,45 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 10 454 | 0,68 | 2 512 | 19,73 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 492 | −35,09 | 118 | −22,88 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 23 | 0,00 | 5 | 25,00 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 17 933 | 29,08 | 4 317 | 50,31 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 3 622 | 870 | ||||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 1 878 | 0,00 | 451 | 19,00 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 6 946 | 1 669 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 1 597 | 384 | ||||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 1 789 | 0,00 | 430 | 18,84 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 86 | 21 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 17 453 | 61,84 | 4 194 | 92,47 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 11 522 | 407,13 | 2 769 | 503,05 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 1 041 | −3,34 | 250 | 15,21 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 91 706 | −6,52 | 22 039 | 11,14 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 4 816 | 3,91 | 1 157 | 23,61 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 2 450 | −5,70 | 586 | 5,22 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 557 | 134 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 8 586 | 11,12 | 2 063 | 32,16 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 13 | 0,00 | 3 | 50,00 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 1 052 | −5,23 | 253 | 12,50 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 12 301 | −5,34 | 2 956 | 12,57 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 4 362 | 21,30 | 1 048 | 44,35 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 95 876 | 3,24 | 23 041 | 22,75 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 4 338 | −56,52 | 1 043 | −48,31 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 4 210 | −15,75 | 1 012 | 0,10 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 100 | 0,00 | 24 | 20,00 | |||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 10 000 | −24,24 | 2 403 | −9,93 | |||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 6 874 | 3,31 | 1 652 | 22,84 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 28 | 0,00 | 7 | 20,00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 895 | 177,86 | 456 | 229,71 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | NP | QVOY - Q3 All-Season Active Rotation ETF | 25 145 | −22,19 | 5 822 | −17,51 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 911 | −59,22 | 219 | −51,66 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 454 | −53,00 | 92 | −51,60 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 2 588 | −3,29 | 622 | 15,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 703 | 0,00 | 169 | 18,31 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 1 852 | 0,00 | 445 | 18,98 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 3 861 | −6,24 | 928 | 11,42 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 5 722 | 43,44 | 1 375 | 66,67 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 7 838 | 60,25 | 1 884 | 90,59 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 14 652 | 94,63 | 3 521 | 19,40 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 25 834 | −30,82 | 6 208 | −18,32 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 5 940 | 0,00 | 1 428 | 18,92 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1 514 | 0,40 | 364 | 19,41 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 44 081 | 3,38 | 10 594 | 22,92 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 170 | 0,00 | 40 | 17,65 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 165 | −42,11 | 40 | −31,58 | ||||
| 2025-08-27 | NP | XCOR - FundX ETF | 27 950 | 6 717 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 30 501 | 534,64 | 7 330 | 654,89 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 492 577 | −11,23 | 118 376 | 5,54 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 935 | −13,43 | 225 | 2,75 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 1 534 | 0,00 | 369 | 18,71 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 1 388 | −3,41 | 334 | 14,83 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4 261 | 25,66 | 1 024 | 49,49 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 4 844 | 1 144 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 7 309 | 1 756 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 9 035 | 10,33 | 2 171 | 31,18 | ||||
| 2025-07-29 | 13F | Spirit Of America Management Corp/ny | 780 | −9,83 | 187 | 6,90 | ||||
| 2025-05-15 | 13F | Polar Asset Management Partners Inc. | Call | 0 | −100,00 | 0 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 158 886 | 0,11 | 38 183 | 19,03 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 7 893 | −6,08 | 1 897 | 11,72 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 1 144 | −6,15 | 275 | 11,38 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 4 843 | −56,26 | 1 164 | −48,01 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 18 451 | −0,31 | 4 434 | 18,52 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 24 185 | 311,24 | 5 812 | 427,88 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 8 182 | −63,48 | 1 966 | −56,58 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 44 543 | −8,92 | 10 705 | 8,29 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 72 374 | 1 809 250,00 | 17 393 | |||||
| 2025-05-09 | 13F | Summit Rock Advisors, LP | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 1 583 | 21,49 | 380 | 44,49 | ||||
| 2025-08-05 | 13F | Allstate Corp | 3 538 | 850 | ||||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 1 041 | 0,87 | 250 | 20,19 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3 266 | 785 | ||||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 5 387 | −0,06 | 1 295 | 18,82 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 18 501 | −12,62 | 4 446 | 3,90 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3 687 | 886 | ||||||
| 2025-05-15 | 13F | J. Goldman & Co LP | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | LS Investment Advisors, LLC | 2 540 | 0,00 | 610 | 18,91 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 4 751 | −4,37 | 1 142 | 13,65 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 455 | 109 | ||||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 18 630 | −1,31 | 4 477 | 17,35 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 1 037 | 0,00 | 249 | 19,14 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 24 600 | 5 912 | ||||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 1 685 | 1,57 | 405 | 18,08 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 3 028 | 80,13 | 728 | 114,45 | ||||
| 2025-04-24 | 13F | Park Place Capital Corp | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 136 262 | 0,10 | 32 746 | 19,02 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 21 389 | 12,13 | 5 140 | 33,33 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 25 693 | −3,32 | 6 175 | 14,95 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 41 952 | 1,73 | 10 101 | 20,51 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 2 409 | −1,19 | 579 | 17,48 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 3 852 | 0,03 | 919 | 17,99 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 101 | 0,00 | 24 | 9,09 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 56 932 | 2 102,40 | 13 682 | 2 520,88 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 2 368 | 2,20 | 569 | 21,58 | ||||
| 2025-05-15 | 13F | Hidden Lake Asset Management LP | Put | 0 | −100,00 | 0 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 81 | −19,00 | 19 | −5,00 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 3 330 | 800 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 30 468 | −3,02 | 7 322 | 15,31 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 2 300 | 553 | ||||||
| 2025-09-03 | 13F | Q3 Asset Management | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 1 031 | 0,00 | 248 | 18,75 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 987 | 237 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 538 923 | 7,44 | 129 513 | 27,74 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 25 208 | 9,44 | 6 058 | 30,14 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 37 387 | 4,31 | 8 985 | 24,02 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 346 | −22,42 | 83 | −7,78 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 20 009 | 5,87 | 4 809 | 25,86 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 619 | 16,98 | 389 | 39,43 | ||||
| 2025-08-21 | NP | LCAIX - Lazard Opportunistic Strategies Portfolio Institutional Shares | 6 279 | 1 509 | ||||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 128 846 | 1,72 | 30 964 | 20,94 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 1 167 | −0,93 | 280 | 17,65 | ||||
| 2025-04-29 | 13F | Simmons Bank | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 3 | 1 | ||||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 71 411 | −5,17 | 17 161 | 12,75 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 16 | −50,00 | 4 | −50,00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 2 006 | 11,57 | 482 | 32,78 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 9 293 | −15,05 | 1 878 | −17,01 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 102 | 0,00 | 24 | 20,00 | ||||
| 2025-05-12 | 13F | Sculati Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 1 095 | 0,00 | 263 | 19,00 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 87 | 0,00 | 21 | 17,65 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 16 511 | −9,36 | 3 968 | 7,74 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 1 987 | 2,05 | 478 | 21,37 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 11 235 | −6,81 | 2 700 | 10,80 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 4 | 0,00 | 1 | |||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1 118 | 0,00 | 269 | 19,11 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 2 494 | 56,86 | 599 | 86,60 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 7 208 | −11,11 | 1 732 | 5,67 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 49 853 | 18,07 | 11 981 | 40,38 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 464 | −9,74 | 352 | 7,34 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 2 015 | −10,16 | 484 | 6,84 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 4 197 | 16,91 | 1 009 | 39,03 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 6 724 | −42,06 | 1 616 | −31,13 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 4 729 | −6,39 | 1 136 | 11,26 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 521 073 | 13,32 | 605 865 | 34,73 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3 680 | −6,39 | 884 | 11,34 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 1 938 | −5,37 | 466 | 12,59 | ||||
| 2025-08-13 | 13F | Provida Pension Fund Administrator | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 1 230 | 296 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 3 789 | −10,28 | 911 | 6,68 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 2 940 | 0,00 | 707 | 18,86 | ||||
| 2025-05-12 | 13F | Citigroup Inc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 9 533 | 6,15 | 2 291 | 26,17 | ||||
| 2025-04-11 | 13F | Unique Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Smart Money Group LLC | 0 | −100,00 | 0 | |||||
| 2025-06-26 | NP | DWTFX - ARROW DWA TACTICAL FUND CLASS A SHARES | 16 903 | −4,10 | 3 543 | −8,26 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2 067 | −0,14 | 497 | 18,66 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 10 538 | 4,01 | 2 532 | 23,63 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 3 431 | 135,48 | 825 | 180,27 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 1 229 | 295 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2 163 | 46,35 | 520 | 74,16 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 17 259 | 1,56 | 4 148 | 20,73 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 5 538 | 9,79 | 1 331 | 30,52 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 8 842 | −2,14 | 2 125 | 16,32 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 1 756 | −29,98 | 431 | −17,31 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 25 600 | 148,37 | 6 152 | 195,34 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 129 658 | −8,12 | 31 159 | 9,25 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3 514 | −8,80 | 844 | 8,48 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 3 201 | 33,77 | 769 | 59,21 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 158 024 | −1,65 | 37 976 | 16,93 | ||||
| 2025-07-07 | 13F | Trust Co | 11 478 | 184,81 | 2 758 | 238,82 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 234 364 | −8,44 | 296 642 | 8,86 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 18 613 | 88,35 | 4 473 | 121,11 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 88 011 | 8,19 | 21 151 | 28,63 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 1 196 | 0,08 | 288 | 19,09 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 127 461 | 543,87 | 30 631 | 665,58 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 7 823 | −1,45 | 1 880 | 17,21 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 956 | 230 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 12 942 | 37,37 | 3 110 | 63,34 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 8 071 | 539,03 | 1 940 | 660,39 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 212 431 | −1,19 | 51 051 | 17,48 | ||||
| 2025-05-15 | 13F | J. Goldman & Co LP | Put | 0 | −100,00 | 0 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 2 023 | 0,00 | 486 | 19,12 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 5 669 | −2,81 | 1 146 | −5,06 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2 338 | 88,09 | 562 | 123,51 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 23 747 | −0,76 | 5 707 | 17,99 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 346 | −6,74 | 83 | 12,16 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 220 864 | 7,69 | 53 078 | 28,04 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 429 174 | 15,49 | 103 | 37,33 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 6 895 | 8,69 | 1 657 | 29,25 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Dorsey Wright & Associates | 11 744 | 1,10 | 2 822 | 20,19 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 23 991 | −40,38 | 5 768 | −29,01 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 7 128 | −26,75 | 1 684 | −16,35 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 9 392 | −2,55 | 2 257 | 15,86 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 697 | 63,62 | 167 | 94,19 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 1 510 | 0,20 | 0 | |||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 1 711 | −1,38 | 411 | 17,43 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12 363 | 52,82 | 2 971 | 81,71 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 7 456 | 25,67 | 1 792 | 49,37 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 2 568 | −0,19 | 617 | 18,65 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 5 146 | 7,63 | 1 237 | 27,95 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 2 451 | −60,28 | 589 | −52,77 | ||||
| 2025-08-07 | 13F | Nwam Llc | 1 614 | −10,53 | 390 | 6,87 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 26 283 | 2,31 | 5 313 | −0,06 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 6 507 | −1,65 | 1 564 | 16,90 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 33 640 | −7,73 | 8 084 | 9,70 | ||||
| 2025-08-11 | 13F | Poehling Capital Management, LLC | 979 | 235 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 54 097 | −38,56 | 12 995 | −26,98 | ||||
| 2025-08-06 | 13F | S&t Bank/pa | 323 | 0,00 | 78 | 18,46 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 6 244 | 0,00 | 1 501 | 18,86 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 883 | 0,00 | 212 | 19,10 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 250 800 | 132,01 | 60 272 | 175,84 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 8 500 | −65,16 | 2 043 | −58,59 | |||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial | 61 056 | −4,22 | 14 673 | 13,87 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 17 914 | 94,40 | 4 305 | 131,20 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 1 998 | −5,75 | 480 | 12,15 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 4 766 | −0,73 | 1 145 | 18,04 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 2 448 | 0,20 | 588 | 11,79 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 11 679 | −15,18 | 2 807 | 0,83 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 1 242 | 1 534,21 | 299 | 1 886,67 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 21 | 0,00 | 5 | 25,00 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 5 517 | −0,14 | 1 326 | 18,73 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 161 | 0,00 | 39 | 18,75 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 1 955 | −14,93 | 470 | −1,26 | ||||
| 2025-05-15 | 13F | Ulysses Management LLC | Put | 0 | −100,00 | 0 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1 935 | 2,49 | 465 | 21,78 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9 724 | 144,38 | 2 337 | 192,37 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 031 275 | 1,11 | 247 836 | 20,22 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Gries Financial Llc | 3 043 | −0,75 | 731 | 18,09 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 185 | 37 | ||||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 37 660 | 9,23 | 9 065 | 30,09 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 888 | 214 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 67 625 | −10,25 | 16 317 | 7,14 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3 233 303 | 13,66 | 777 027 | 35,14 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 24 003 | −1,88 | 5 727 | 21,13 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 2 404 | 0,00 | 578 | 18,97 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2 880 | −1,13 | 1 | |||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 885 | 166 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 7 | 2 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 4 898 | 4,79 | 1 177 | 24,68 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 125 976 | 28,36 | 30 275 | 52,61 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 1 628 | −3,33 | 391 | 15,00 | ||||
| 2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 5 595 | 15,72 | 1 345 | 37,56 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 24 | 6 | ||||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 34 702 | −5,79 | 8 339 | 12,01 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 3 554 | 6,47 | 854 | 26,71 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 1 502 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 645 | 0,00 | 155 | 19,23 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 1 111 | −16,90 | 267 | −1,11 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 942 | −40,90 | 226 | −29,81 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 3 519 | 29,33 | 846 | 53,92 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 964 | 232 | ||||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 17 936 | −14,86 | 4 310 | 1,22 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 7 495 | 8,61 | 1 801 | 29,20 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 272 | 0 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 216 | 44,97 | 52 | 70,00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 2 810 | 11,33 | 675 | 32,35 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 1 285 | −4,60 | 309 | 13,24 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 46 373 | 4,77 | 9 721 | 0,23 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 7 231 | 32,97 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 49 | −89,21 | 12 | −88,17 | ||||
| 2025-08-11 | 13F | Eq Llc | 3 796 | −86,09 | 912 | −83,46 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 2 746 | −5,96 | 660 | 11,69 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 881 | −12,69 | 212 | 3,94 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 1 101 | −10,34 | 265 | 6,45 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 1 285 | −1,31 | 309 | 17,11 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 201 067 | −1,67 | 48 320 | 16,91 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 1 160 | 248 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 50 289 | −13,21 | 12 086 | 3,19 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 7 300 | 3,81 | 1 754 | 23,43 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 21 416 | −0,94 | 5 147 | 17,76 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 1 851 | 22,18 | 445 | 45,10 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 38 | 0,00 | 9 | 28,57 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 3 338 | −0,71 | 802 | 18,11 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 1 653 | 25,42 | 397 | 49,25 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 10 707 | 1,23 | 2 573 | 20,40 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 5 045 | 5,77 | 1 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 46 383 | 35,16 | 11 147 | 60,70 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 1 039 | 250 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 118 | −0,36 | 269 | 18,58 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 1 070 | 257 | ||||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 131 | 0,00 | 31 | 19,23 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 1 153 | 0,00 | 277 | 18,88 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 1 456 | 350 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 6 383 | −2,30 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | Put | 200 000 | 48 064 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10 858 | 122,55 | 2 609 | 158,57 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 1 796 | −8,79 | 432 | 8,56 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 18 315 | 43,85 | 4 401 | 71,05 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 90 | 0,00 | 22 | 16,67 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 4 693 | 16,74 | 1 128 | 38,79 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 16 339 | −1,50 | 3 927 | 17,12 |
Other Listings
| MX:MTUM | |
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| CL:MTUM CL | |
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