Grundläggande statistik
| Institutionella ägare | 433 total, 431 long only, 0 short only, 2 long/short - change of 7,94% MRQ |
| Genomsnittlig portföljallokering | 0.3318 % - change of 47,58% MRQ |
| Institutionella aktier (lång) | 22 251 940 (ex 13D/G) - change of 0,78MM shares 3,61% MRQ |
| Institutionellt värde (lång) | $ 3 050 966 USD ($1000) |
Institutionellt ägande och aktieägare
Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF (US:PPA) har 433 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 22,251,940 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, UBS Group AG, Wells Fargo & Company/mn, HighTower Advisors, LLC, Raymond James Financial Inc, Capital Asset Advisory Services LLC, Axxcess Wealth Management, Llc, and Miracle Mile Advisors, LLC .
Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF (ARCA:PPA) 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 10, 2025 is 148,71 / share. Previously, on September 11, 2024, the share price was 109,76 / share. This represents an increase of 35,49% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 6 421 | −3,60 | 910 | 17,14 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 4 457 | 632 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 9 960 | 1 411 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 251 955 | −9,91 | 35 699 | 9,53 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 57 344 | −6,51 | 8 125 | 13,67 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 495 446 | −0,79 | 70 200 | 20,60 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 1 471 | 208 | ||||||
| 2025-04-21 | 13F | O'Dell Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 5 409 | 0,00 | 766 | 21,59 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 4 452 | 0,02 | 631 | 21,62 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 132 | 33,18 | 160 | 61,62 | ||||
| 2025-07-17 | 13F | Spectrum Strategic Capital Management, LLC | 21 783 | −10,19 | 3 086 | 9,20 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 50 | 0,00 | 7 | 40,00 | ||||
| 2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | EWG Elevate Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 400 | 0,00 | 57 | 21,74 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 275 480 | 2,09 | 39 033 | 24,11 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 15 972 | 6,63 | 2 263 | 29,68 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 500 | 0,00 | 71 | 20,69 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 172 | 0,00 | 24 | 20,00 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 52 694 | 7 466 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 185 | −1,07 | 26 | 23,81 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1 529 | 217 | ||||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 2 000 | 0,00 | 285 | 21,89 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 6 012 | 70,89 | 852 | 107,56 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 3 419 | 2,52 | 398 | 4,19 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 57 147 | −4,93 | 8 097 | 15,57 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 199 | 22,22 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 6 868 | 18,03 | 973 | 43,51 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 88 723 | 65,85 | 12 571 | 101,65 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7 494 924 | −2,29 | 1 061 956 | 18,79 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 13 546 | −6,23 | 1 894 | 11,81 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 7 975 | 10,24 | 1 130 | 34,05 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 1 913 | 283 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 3 805 | 4,36 | 539 | 27,12 | ||||
| 2025-05-12 | 13F | Allianz Se | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 16 936 | 8,97 | 2 400 | 32,47 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 171 559 | 20,79 | 24 308 | 46,85 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 13 398 | −8,11 | 1 898 | 11,71 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 3 912 | −0,20 | 554 | 21,49 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 2 423 | 1,68 | 341 | 18,06 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 194 | 0 | ||||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 4 180 | 31,41 | 592 | 60,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 3 435 | −33,80 | 487 | −19,54 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 7 474 | 4,80 | 1 059 | 27,44 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 588 | 0,00 | 83 | 22,06 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 12 597 | 6,33 | 1 785 | 29,28 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 055 670 | 7,36 | 291 268 | 30,51 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 8 322 | −11,59 | 1 179 | 7,47 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 49 | 0,00 | 7 | 20,00 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 10 512 | 0,76 | 1 489 | 22,45 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 13 157 | −27,59 | 1 864 | −11,95 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 688 | 16,41 | 79 | 14,71 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 13 650 | 6,48 | 1 930 | 30,05 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 6 704 | −24,17 | 950 | −7,86 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Pettinga Financial Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | NP | GGM - GGM Macro Alignment ETF | 32 819 | 4 379 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1 621 | 230 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 17 537 | 0,54 | 2 489 | 22,26 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 2 339 | 331 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 608 | 192,31 | 86 | 258,33 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 12 139 | 25,51 | 1 720 | 52,53 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 24 187 | −17,92 | 3 427 | −0,20 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5 664 | −3,31 | 803 | 17,60 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 235 | 0,00 | 33 | 22,22 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 2 742 | 0,00 | 389 | 21,63 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3 455 | −4,90 | 490 | 15,60 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 3 830 | −15,69 | 543 | 2,46 | ||||
| 2025-05-07 | 13F | Intellus Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 1 956 | 0,05 | 277 | 22,03 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5 472 | −6,37 | 1 | |||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 101 | 0,00 | 14 | 27,27 | ||||
| 2025-08-14 | 13F | UBS Group AG | 779 522 | 2,60 | 110 450 | 24,73 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 135 | 0,00 | 16 | 0,00 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2 266 | 280,20 | 321 | 365,22 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 1 405 | 208 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 258 | 16,05 | 178 | 41,27 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 1 733 | −23,22 | 246 | −6,84 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 315 | −6,21 | 186 | 14,11 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 100 | 0,00 | 14 | 27,27 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 252 | −47,93 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 3 244 | 4,38 | 460 | 26,80 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 1 475 | 209 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 2 931 | 0,69 | 415 | 22,42 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 1 818 | 258 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 17 919 | 39,31 | 2 539 | 69,38 | ||||
| 2025-08-05 | 13F | Ring Mountain Capital, LLC | 6 148 | −0,11 | 901 | 25,52 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 1 481 | 210 | ||||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 2 458 | −3,91 | 348 | 16,78 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 87 981 | 12,94 | 12 466 | 37,29 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 16 | 2 | ||||||
| 2025-04-29 | 13F | Sharp Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 51 162 | −9,25 | 7 249 | 10,33 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 932 | −4,69 | 274 | 15,68 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 4 802 | 11,16 | 680 | 35,19 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 17 365 | 2 714,42 | 2 460 | 3 364,79 | ||||
| 2025-07-31 | 13F | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 61 165 | 0,00 | 8 672 | 21,72 | ||||
| 2025-08-13 | 13F | McCollum Christoferson Group LLC | 1 850 | 0,00 | 262 | 21,86 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1 925 | −2,53 | 273 | 18,26 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 9 | 0,00 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | City Holding Co | 108 | 0,00 | 15 | 25,00 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 2 261 | 0,00 | 320 | 21,67 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 371 | −7,94 | 53 | 13,04 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 2 547 | 2,66 | 361 | 24,57 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 33 040 | 1,34 | 4 682 | 23,22 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5 239 | 86,11 | 742 | 126,22 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 27 654 | 3,47 | 4 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 19 553 | 17,61 | 2 771 | 43,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 15 450 | 2 | ||||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 5 885 | 47,01 | 834 | 78,76 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 608 | 0,00 | 86 | 22,86 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 1 701 | 241 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 172 011 | 1,41 | 24 | 26,32 | ||||
| 2025-08-13 | 13F | Hollow Brook Wealth Management LLC | 67 512 | −0,94 | 9 566 | 20,42 | ||||
| 2025-05-09 | 13F | Washington Growth Strategies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 21 | 0,00 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 8 326 | 1,57 | 1 180 | 23,46 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2 913 | 53,96 | 407 | 84,16 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 11 749 | −9,09 | 1 369 | −7,62 | ||||
| 2025-08-14 | 13F | Brevan Howard Capital Management LP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2 391 | 0,00 | 339 | 21,58 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 4 529 | −63,40 | 642 | −55,55 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 2 060 | 0,10 | 292 | 21,76 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 3 254 | 0,00 | 461 | 21,64 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 39 803 | 199,56 | 5 640 | 264,28 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 393 | 11,97 | 46 | 12,50 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7 911 | −2,20 | 1 121 | 18,90 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 35 173 | 13,92 | 4 984 | 38,49 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 54 | 8 | ||||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 4 294 | 3,25 | 608 | 25,62 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 | 0 | ||||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 3 101 | 1,64 | 439 | 23,66 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 1 526 | 224 | ||||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 127 | 0,00 | 18 | 21,43 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 425 | 0,00 | 60 | 22,45 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 2 907 | 13,91 | 428 | 40,33 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 17 390 | 21,01 | 2 464 | 47,13 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 780 | 25,60 | 111 | 52,78 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 211 | −8,26 | 30 | 11,54 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 71 | 0,00 | 10 | 25,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 479 | −2,89 | 209 | 18,08 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 210 | 84,21 | 30 | 123,08 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 713 | −4,46 | 243 | 16,35 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 14 770 | 2,95 | 2 065 | 22,78 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 612 384 | −0,58 | 86 769 | 20,87 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3 172 | 33,61 | 449 | 62,68 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 3 948 | −9,20 | 559 | 10,47 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 87 141 | −1,45 | 12 347 | 19,82 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 204 | 0,00 | 29 | 21,74 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 14 | 2 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 14 221 | 4,85 | 2 | 100,00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 3 655 | 518 | ||||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 12 108 | 1,27 | 1 715 | 23,04 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 25 973 | 22,35 | 3 680 | 48,75 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 2 128 | −77,53 | 301 | −72,71 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 9 700 | −10,57 | 1 374 | 8,70 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 4 954 | 1,12 | 702 | 22,98 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 1 637 | 232 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4 510 | 44,37 | 639 | 75,55 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 395 | 0,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 72 000 | 10 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 67 | 9 | ||||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 1 430 | 203 | ||||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 52 112 | −0,08 | 7 384 | 21,47 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 25 249 | 7,74 | 4 | 50,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 85 | −57,92 | ||||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 30 950 | 22,43 | 4 385 | 48,85 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 4 222 | 25,06 | 598 | 54,52 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 74 131 | 3,21 | 10 504 | 25,47 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 6 000 | 0,00 | 1 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 30 166 | 5,42 | 4 274 | 28,16 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 10 588 | 9,53 | 1 500 | 33,21 | ||||
| 2025-05-15 | 13F | FSA Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 18 315 | 70,83 | 3 | 100,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 10 215 | 12,10 | 1 447 | 36,25 | ||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 122 762 | −4,36 | 17 394 | 16,28 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 600 | 0,00 | 85 | 23,19 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 6 097 | 33,38 | 864 | 62,22 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 5 480 | 22,10 | 776 | 48,37 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 15 418 | −14,73 | 2 185 | 3,65 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1 035 | −3,27 | 147 | 17,74 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 10 720 | 11,45 | 1 519 | 35,41 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 136 | 0,00 | 19 | 26,67 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 101 951 | 0,18 | 14 445 | 21,80 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 594 | 14,89 | 84 | 40,00 | ||||
| 2025-07-31 | 13F | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 166 184 | 0,00 | 23 561 | 21,71 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 351 199 | −3,81 | 49 761 | 16,94 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 10 875 | 1 541 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 25 | −50,00 | 4 | −40,00 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 1 725 | −3,36 | 244 | 12,44 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3 247 | −71,77 | 460 | −65,67 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 565 | 0,00 | 80 | 23,08 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 3 900 | 129,41 | 553 | 178,79 | |||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 635 | 0,00 | 90 | 20,27 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1 075 | 0,00 | 152 | 21,60 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 1 835 | 0,00 | 269 | 25,82 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 6 500 | −51,85 | 921 | −41,51 | |||
| 2025-07-30 | 13F | Crewe Advisors LLC | 20 | 0,00 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 2 171 | −36,94 | 308 | −23,44 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4 121 | −5,24 | 584 | 15,22 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 126 264 | 2,34 | 17 895 | 24,42 | ||||
| 2025-07-11 | 13F | CMH Wealth Management LLC | 45 044 | −0,16 | 6 382 | 21,38 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 32 | 0,00 | 5 | 33,33 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 22 090 | 8,63 | 3 129 | 31,98 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 279 146 | −7,68 | 39 599 | 12,36 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 289 831 | −7,39 | 41 066 | 12,59 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 24 626 | 5,20 | 3 489 | 27,90 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 2 080 | 0,10 | 295 | 21,49 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 8 170 | 13,03 | 1 158 | 37,41 | ||||
| 2025-05-14 | 13F | Quadcap Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 1 566 | 222 | ||||||
| 2025-06-26 | NP | DYNI - IDX DYNAMIC INNOVATION ETF | 17 093 | 2 081 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 23 610 | 3,26 | 3 | 50,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 17 891 | −9,43 | 2 535 | 10,08 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 1 635 | 232 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 6 925 | 5,58 | 981 | 28,40 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4 120 | −3,74 | 584 | 17,07 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 591 | 0,22 | 509 | 21,82 | ||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 27 385 | 0,15 | 3 880 | 21,74 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 23 | 3 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 23 065 | −1,43 | 3 268 | 19,84 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 310 | −54,48 | 44 | −45,57 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 6 281 | −4,31 | 890 | 16,21 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 7 914 | 208,30 | 1 121 | 274,92 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 732 | −46,88 | 104 | −36,02 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3 721 | −5,70 | 527 | 14,81 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 5 959 | −23,50 | 844 | −5,49 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 1 633 | 0,06 | 231 | 21,58 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 2 243 | 318 | ||||||
| 2025-08-14 | 13F | Operose Advisors LLC | 1 290 | 0,00 | 183 | 21,33 | ||||
| 2025-04-23 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 1 663 | 236 | ||||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 790 | 0,13 | 112 | 21,98 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 295 370 | 9,37 | 41 851 | 32,97 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 2 347 | 0 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 35 661 | 12,74 | 5 053 | 37,06 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 2 290 | −66,93 | 324 | −59,85 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6 680 | −16,11 | 946 | 1,94 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 45 | 400,00 | 6 | 500,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8 326 | −6,47 | 1 180 | 13,69 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 2 682 | −1,76 | 380 | 19,50 | ||||
| 2025-04-07 | 13F | AdvisorNet Financial, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6 427 | −20,44 | 911 | −2,15 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 15 569 | 28,21 | 2 206 | 55,83 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 5 657 | −2,82 | 802 | 18,14 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 1 650 | 234 | ||||||
| 2025-06-17 | 13F | Howe & Rusling Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4 260 | 1,19 | 604 | 23,06 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9 750 | 3,11 | 1 380 | 25,02 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1 698 | −6,86 | 198 | −5,74 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 3 026 | 0,00 | 429 | 21,59 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 67 742 | 35,94 | 9 598 | 65,28 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 207 | −42,18 | 29 | −29,27 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 644 | 8,73 | 233 | 31,82 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 8 582 | 1,61 | 1 216 | 23,58 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 501 | 401,00 | 71 | 536,36 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 108 584 | 36,30 | 15 263 | 64,16 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 11 239 | 0,00 | 1 592 | 21,62 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 188 | 0,00 | 27 | 23,81 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-14 | 13F | Abound Wealth Management | 397 | 0,00 | 56 | 21,74 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 11 252 | 1,01 | 1 594 | 22,80 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 16 455 | 37,31 | 2 332 | 66,98 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 15 152 | 15,09 | 2 147 | 39,90 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 2 504 | 355 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2 858 | 369,29 | 405 | 470,42 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 23 863 | 24,57 | 3 384 | 51,57 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 38 989 | 14,42 | 5 524 | 39,11 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 4 627 | 656 | ||||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 150 | −50,00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4 125 | −0,75 | 584 | 19,92 | ||||
| 2025-05-15 | 13F | Cubist Systematic Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 60 715 | 17,24 | 8 603 | 42,54 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 5 495 | −15,51 | 779 | 2,64 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 7 060 | −13,43 | 1 000 | 5,26 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 2 292 | 0,88 | 325 | 22,73 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 125 | 0,00 | 18 | 21,43 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 21 717 | −30,63 | 3 075 | −15,73 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 486 | 0,38 | 1 344 | 22,07 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 2 393 | −2,72 | 339 | 18,53 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 100 | 0,00 | 14 | 27,27 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 52 | 7 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 180 | 26 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 10 572 | −12,40 | 1 498 | 6,47 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 88 576 | −0,50 | 12 550 | 20,98 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 3 071 | −3,34 | 452 | 25,56 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 1 698 | 241 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 352 | 5,39 | 49 | 26,32 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 51 | 0,00 | 7 | 40,00 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 7 965 | −1,93 | 1 129 | 19,24 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 2 750 | −10,89 | 390 | 8,36 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 148 100 | 20 984 | ||||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 13 545 | −0,03 | 1 919 | 21,53 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 15 238 | 1,63 | 2 159 | 23,58 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Prudential Plc | 49 400 | 62,50 | 6 999 | 97,54 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 7 774 | −55,56 | 1 101 | −45,11 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 785 | 0,00 | 111 | 21,98 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4 039 | 1,51 | 1 | |||||
| 2025-05-06 | 13F | Financial Sense Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 76 268 | −0,91 | 10 806 | 20,47 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 41 473 | 2,09 | 6 097 | 28,79 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 3 622 | 5,20 | 513 | 27,93 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 474 | 0,00 | 67 | 21,82 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 2 145 | 0,00 | 304 | 21,20 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 30 205 | 506,89 | 4 280 | 637,76 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 2 549 | 0,00 | 361 | 21,55 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 10 572 | 10,22 | 1 498 | 34,02 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 35 244 | 1,74 | 4 108 | 3,35 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 357 | 144,95 | 192 | 231,03 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 5 718 | 0,00 | 810 | 21,62 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 2 357 | 334 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 2 839 | 0,11 | 402 | 21,82 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 3 216 | −1,14 | 456 | 20,05 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 52 | 0,00 | 7 | 16,67 | ||||
| 2025-08-04 | 13F | ELCO Management Co., LLC | 5 658 | 0,00 | 802 | 21,55 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 280 | 0,00 | 40 | 21,88 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 251 | 0,00 | 26 | 0,00 | ||||
| 2025-04-10 | 13F | Financial Management Professionals, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 598 | 64,74 | 85 | 100,00 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 213 | 0,00 | 30 | 25,00 | ||||
| 2025-05-12 | 13F | Hirtle Callaghan & Co LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 5 111 | 0,00 | 596 | 0,00 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 2 640 | 0,00 | 374 | 21,82 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 37 854 | −4,52 | 5 363 | 16,08 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 10 496 | 2,72 | 1 487 | 24,96 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 295 | 0,34 | 42 | 20,59 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 3 480 | 5,10 | 493 | 28,05 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 57 605 | −4,25 | 8 162 | 16,42 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 1 728 | 0,12 | 245 | 21,39 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 75 | 0,00 | 11 | 25,00 | ||||
| 2025-04-16 | 13F | Smithbridge Asset Management Inc/de | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 19 111 | 0,11 | 2 708 | 21,72 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 9 352 | −2,55 | 1 325 | 18,52 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 22 | 0,00 | 3 | 50,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 53 366 | 3,68 | 7 561 | 26,04 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 2 804 | 19,47 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 1 470 | 208 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 300 | 43 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 299 786 | −8,88 | 42 477 | 10,77 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 16 718 | 8,66 | 2 369 | 32,07 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 1 500 | 213 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 12 409 | 5,62 | 1 758 | 28,41 | ||||
| 2025-05-09 | 13F | Legacy Capital Group California, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 2 300 | 326 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 3 800 | 538 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 16 900 | 32,09 | 2 396 | 60,63 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 24 052 | −0,77 | 3 408 | 20,60 | ||||
| 2025-04-11 | 13F | Permanent Capital Management, LP | 48 913 | −15,86 | 5 701 | −14,53 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 1 726 | 0,23 | 245 | 22,00 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 61 | 0,00 | 9 | 14,29 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 3 317 | 9,80 | 470 | 33,24 | ||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 1 441 | 204 | ||||||
| 2025-08-12 | 13F | Atlantic Family Wealth, Llc | 1 619 | 229 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 13 792 | −20,55 | 1 954 | −3,41 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 140 393 | 14,70 | 19 892 | 39,45 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 1 700 | 241 | ||||||
| 2025-08-05 | 13F | Wakefield Asset Management LLLP | 6 715 | 951 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 8 614 | 17 128,00 | 1 221 | 24 300,00 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 3 672 | −1,29 | 520 | 20,09 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 55 717 | 1,26 | 7 895 | 23,09 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 28 964 | −0,52 | 4 104 | 20,93 | ||||
| 2025-05-14 | 13F | Barometer Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 5 222 | 522 100,00 | 740 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 168 169 | −4,40 | 23 828 | 16,23 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 11 782 | 0,00 | 1 669 | 21,56 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 19 844 | 19,90 | 2 812 | 45,80 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 16 053 | 0,46 | 2 274 | 22,13 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 500 | 71 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 165 | 21,36 | 448 | 47,85 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 2 776 | 11,67 | 393 | 35,99 | ||||
| 2025-05-09 | 13F | Exencial Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Dohj, Llc | 5 251 | 610 | ||||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 1 441 | 204 | ||||||
| 2025-08-18 | 13F | V2 Financial group LLC | 2 200 | 0,00 | 312 | 21,48 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 33 917 | −24,22 | 4 806 | −7,88 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 4 280 | −0,58 | 606 | 20,96 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 1 652 | 234 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 024 | 9,52 | 145 | 34,26 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 2 015 | 0,00 | 286 | 21,79 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 13 | 0,00 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 6 626 | −32,14 | 939 | −17,57 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 680 | 0,00 | 96 | 21,52 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 10 144 | −6,40 | 1 437 | 13,78 | ||||
| 2025-08-13 | 13F | Beutel, Goodman & Co Ltd. | 50 | 0,00 | 0 | |||||
| 2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 25 063 | 0,00 | 3 551 | 21,57 | ||||
| 2025-09-10 | 13F | WT Wealth Management | 47 528 | 2,35 | 6 734 | 24,43 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 5 374 | 3,57 | 626 | 5,21 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 102 | 0,00 | 14 | 27,27 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 8 738 | 1 248 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 1 822 | 258 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2 112 | 0,00 | 299 | 21,54 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 2 347 | 3,39 | 333 | 25,76 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 3 933 | 85,69 | 557 | 126,42 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 2 075 | 1,02 | 294 | 23,01 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 111 | −73,19 | 16 | −68,75 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 17 612 | 175,53 | 2 495 | 240,38 | ||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 1 595 | 226 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2 591 | −80,70 | 367 | −76,53 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 485 | 0,00 | 69 | 21,43 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 2 071 | 1,47 | 293 | 23,63 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 9 533 | 0,20 | 1 351 | 21,84 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 30 000 | 4 251 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 15 388 | 6,37 | 2 180 | 29,38 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 154 561 | 35,70 | 22 | 61,54 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 5 653 | 801 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 16 303 | 6,37 | 2 310 | 29,28 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 1 640 | 232 | ||||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 4 951 | 0,00 | 702 | 21,49 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 91 662 | 9,36 | 12 988 | 32,95 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 4 000 | −3,03 | 567 | 17,92 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 3 059 | 0,00 | 433 | 21,63 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 500 | 9,41 | 71 | 32,08 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 42 | 0,00 | 6 | 50,00 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 360 983 | 3,86 | 50 473 | 22,21 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 46 899 | 6 645 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15 259 | 9,40 | 2 162 | 33,05 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 1 600 | 227 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 13 446 | 29,55 | 1 905 | 57,57 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10 309 | 27,43 | 1 461 | 54,99 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 5 655 | 18,90 | 801 | 44,58 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 30 323 | 7,21 | 4 296 | 30,34 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 15 080 | 1,67 | 2 137 | 23,61 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 216 | 0,00 | 31 | 20,00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 13 | −80,00 | 2 | −85,71 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 324 | −1,82 | 46 | 18,42 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4 609 | 8,07 | 653 | 31,19 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 95 | 13 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 63 | 9 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 1 735 | 0,00 | 246 | 21,29 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 17 690 | −1,96 | 2 506 | 19,22 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 86 | 0,00 | 12 | 20,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 206 410 | 12,10 | 29 257 | 36,28 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5 826 | −7,23 | 851 | 16,28 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 6 597 | 33,19 | 935 | 61,87 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 18 469 | 0,18 | 2 621 | 21,97 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 68 | 10 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 5 963 | 84,04 | 845 | 123,87 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 11 663 | −0,08 | 1 653 | 21,47 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 401 | 264,34 | 340 | 335,90 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 1 889 | 0,05 | 268 | 21,36 | ||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 1 000 | 0,00 | 142 | 21,55 | ||||
| 2025-08-05 | 13F | Wellington Shields & Co., LLC | 2 392 | 339 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 31 829 | 12,34 | 5 | 33,33 | ||||
| 2025-05-07 | 13F | Financially Speaking Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | KKM Financial LLC | 4 619 | 0,00 | 654 | 21,56 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 10 | 0 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5 160 | 0,88 | 731 | 22,65 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 287 | 102,04 | 182 | 145,95 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 358 675 | 3,43 | 50 821 | 25,75 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 602 469 | 10,32 | 227 054 | 34,12 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 4 800 | 0,00 | 680 | 21,65 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1 650 | 234 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 16 176 | −16,72 | 2 292 | 1,24 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 2 625 | −23,29 | 372 | −6,78 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 1 792 | 0,00 | 254 | 21,63 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 36 | 5 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 3 058 | −12,33 | 433 | 6,65 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 1 553 | 229 | ||||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 439 523 | −4,05 | 62 276 | 16,64 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 112 335 | 14,68 | 16 | 36,36 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 321 | 0,00 | 45 | 21,62 |
Other Listings
| MX:PPA |
