Grundläggande statistik
| Institutionella ägare | 972 total, 966 long only, 0 short only, 6 long/short - change of 7,98% MRQ |
| Genomsnittlig portföljallokering | 1.1742 % - change of −3,02% MRQ |
| Institutionella aktier (lång) | 107 012 348 (ex 13D/G) - change of 13,07MM shares 13,91% MRQ |
| Institutionellt värde (lång) | $ 21 952 898 USD ($1000) |
Institutionellt ägande och aktieägare
Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF (US:QQQM) har 972 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 107,012,348 aktier. Största aktieägare inkluderar Invesco Ltd., LPL Financial LLC, Envestnet Asset Management Inc, First Command Advisory Services, Inc., Clal Insurance Enterprises Holdings Ltd, Morgan Stanley, Northwestern Mutual Wealth Management Co, National Mutual Insurance Federation of Agricultural Cooperatives, Raymond James Financial Inc, and Pnc Financial Services Group, Inc. .
Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF (NasdaqGM:QQQM) 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 22, 2025 is 247,91 / share. Previously, on September 23, 2024, the share price was 198,80 / share. This represents an increase of 24,70% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
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Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | VestGen Advisors, LLC | 73 683 | −10,26 | 16 733 | 5,58 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Sepio Capital, LP | 43 678 | 20,16 | 9 919 | 41,38 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 20 018 | 10,59 | 4 546 | 30,15 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 107 849 | −25,01 | 24 | −11,11 | ||||
| 2025-04-30 | 13F | Ridgeline Wealth Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Gerber, Llc | 15 430 | 0,24 | 3 504 | 17,94 | ||||
| 2025-08-07 | 13F/A | Leith Wheeler Investment Counsel Ltd. | 163 184 | 0,00 | 37 059 | 17,66 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 12 303 | 14,35 | 2 794 | 34,59 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 4 683 | 23,56 | 1 064 | 45,42 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 455 | −1,36 | 306 | 7,75 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 47 432 | 55,85 | 10 789 | 83,36 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 103 902 | 8,20 | 23 596 | 27,31 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 37 723 | 63,71 | 8 567 | 92,62 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 7 172 | −3,22 | 1 629 | 13,85 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 1 424 | 0,71 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 12 336 | 10,77 | 2 802 | 30,34 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 6 210 | 24,67 | 1 410 | 46,72 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 5 137 | 4,67 | 1 167 | 23,13 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 1 637 | −5,65 | 372 | 11,08 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 238 | 0,00 | 54 | 20,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 28 468 | 24,50 | 6 465 | 46,48 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 92 | 0,00 | 21 | 17,65 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 36 | 0,00 | 8 | 33,33 | ||||
| 2025-05-07 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 87 188 | −1,45 | 19 800 | 15,95 | ||||
| 2025-05-02 | 13F | Hager Investment Management Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 18 384 | −0,56 | 4 175 | 17,01 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 33 877 | 3,93 | 7 694 | 22,29 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 1 503 | 34,08 | 341 | 57,87 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 1 025 | 233 | ||||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 4 195 | 953 | ||||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 590 | −5,45 | 134 | 10,83 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 15 629 | 83,33 | 3 549 | 115,74 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 13 539 | 104,58 | 3 088 | 141,74 | ||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 5 362 | 107,91 | 1 218 | 158,39 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 9 020 | 104,67 | 2 048 | 146,75 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 1 202 | 273 | ||||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 3 058 | 24,46 | 694 | 46,41 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 307 436 | 58,69 | 69 819 | 86,71 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 33 699 | 49,91 | 7 653 | 76,42 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 41 703 | 412,01 | 9 471 | 502,42 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11 387 | 5,08 | 2 586 | 23,63 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 53 796 | 5,12 | 12 217 | 23,68 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 33 948 | 10,98 | 7 710 | 30,57 | ||||
| 2025-08-14 | 13F | Comerica Bank | 10 775 | 1,98 | 2 447 | 20,01 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 5 771 | −19,35 | 1 311 | −5,14 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 24 029 | −8,76 | 5 457 | 7,36 | ||||
| 2025-07-14 | 13F | Kieckhefer Group Llc | 8 161 | 1 853 | ||||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 75 | 17 | ||||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, Llc | 49 927 | 10 507 | ||||||
| 2025-07-15 | 13F | Optima Capital Llc | 6 660 | 151,89 | 1 512 | 196,47 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 1 721 | −95,32 | 391 | −94,51 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 261 | 60 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5 727 | 48,48 | 1 301 | 74,73 | ||||
| 2025-07-22 | NP | TIGGX - Goldman Sachs Tax-Advantaged Global Equity Portfolio Institutional | 460 | −90,96 | 98 | −90,79 | ||||
| 2025-05-08 | 13F | Heritage Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 4 045 | 919 | ||||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 2 231 | 16,99 | 507 | 37,50 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6 562 | 106,74 | 1 | |||||
| 2025-08-05 | 13F | Sulzberger Capital Advisors, Inc. | 12 584 | −12,35 | 2 858 | 3,10 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 1 947 | −11,66 | 442 | 4,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 8 | 2 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 42 939 | 0,64 | 9 751 | 18,41 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 19 534 | 643,87 | 4 436 | 776,68 | ||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 3 | 1 | ||||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 1 972 | 448 | ||||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 9 | 2 | ||||||
| 2025-07-17 | 13F | Spectrum Strategic Capital Management, LLC | 6 387 | 30,00 | 1 451 | 52,95 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 499 | 0,20 | 113 | 17,71 | ||||
| 2025-07-14 | 13F | Strategic Planning Group, Llc | 916 | −69,85 | 208 | −64,51 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 199 365 | 2 047,17 | 45 276 | 2 426,51 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4 149 | 936 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 3 677 | 835 | ||||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Opportunities ETF | 9 215 | −78,08 | 1 970 | −77,62 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 172 | 0,00 | 39 | 18,18 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 231 | 362,00 | 0 | |||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 1 972 | −48,70 | 448 | −39,68 | ||||
| 2025-08-08 | 13F | National Mutual Insurance Federation of Agricultural Cooperatives | 2 955 000 | −9,49 | 671 080 | 6,49 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 2 730 | 11,07 | 620 | 30,59 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 83 225 | 23,62 | 18 900 | 45,44 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 123 068 | 1,86 | 28 | 17,39 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 200 | 0,00 | 45 | 18,42 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 6 521 | 27,91 | 1 481 | 50,41 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 427 022 | −3,52 | 551 177 | 13,52 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 4 156 | 216,77 | 944 | 272,73 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 39 983 | 34,33 | 9 080 | 58,05 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 3 090 | −0,45 | 702 | 17,03 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 119 618 | 27,36 | 27 165 | 49,85 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 1 157 | 4,33 | 263 | 22,43 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 9 103 | 5,24 | 2 067 | 23,85 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 81 326 | 18,48 | 18 | 38,46 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 306 | 108,16 | 69 | 146,43 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 15 598 | 31,53 | 3 542 | 54,74 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 808 | 183 | ||||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 8 472 | 1,33 | 1 924 | 19,28 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 1 463 | 0,27 | 332 | 18,15 | ||||
| 2025-08-07 | 13F | PFG Advisors | 12 940 | 7,37 | 2 939 | 26,31 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 2 106 | −24,46 | 478 | −11,15 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 785 | 178 | ||||||
| 2025-07-16 | 13F | Taiyo Life Insurance Co | 383 000 | 0,00 | 87 | 17,81 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 2 744 | 3,55 | 626 | 19,05 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 38 832 | 17,70 | 8 819 | 38,47 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 211 840 | 13,46 | 48 109 | 33,50 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 38 694 | 1,09 | 8 787 | 18,94 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 2 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Sfm, Llc | 4 150 | −2,61 | 943 | 14,60 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 14 | −98,30 | 3 | −98,11 | ||||
| 2025-04-04 | 13F | Kings Path Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 12 004 | −95,23 | 3 | −96,23 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 1 259 | −30,44 | 286 | −18,34 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 89 850 | 65,85 | 20 405 | 78,97 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 12 678 | 37,36 | 2 879 | 61,65 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 18 049 | 167,95 | 4 099 | 215,31 | ||||
| 2025-05-14 | 13F | Hsbc Holdings Plc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Spence Asset Management | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Reliant Investment Partners, LLC | 7 898 | 1 794 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 28 239 | 5 604,85 | 6 413 | 6 650,53 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 19 763 | 4,22 | 4 488 | 22,66 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8 895 | 10,25 | 2 020 | 29,74 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 9 689 | 10,68 | 2 200 | 30,25 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 19 827 | 26,20 | 4 503 | 48,48 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 133 453 | 1,85 | 30 307 | 19,83 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 1 181 | −18,66 | 268 | −4,29 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 2 534 | 37,72 | 575 | 61,97 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 6 471 | 11,26 | 1 470 | 27,52 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 6 553 | 1 488 | ||||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 321 | 0,00 | 73 | 18,03 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 6 | 0,00 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 15 155 | 3 442 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 13 407 | 5,89 | 3 045 | 24,60 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1 184 | 275 | ||||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 4 948 | 243,61 | 1 124 | 303,96 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 9 453 | 11,09 | 2 147 | 30,69 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 1 000 | 227 | ||||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 7 | 2 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 62 | 376,92 | 14 | 600,00 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 19 028 | 1,82 | 4 321 | 19,79 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 9 679 | 8,75 | 2 198 | 28,01 | ||||
| 2025-07-22 | NP | GIDGX - Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional | 43 | −91,00 | 9 | −91,00 | ||||
| 2025-08-01 | 13F | Motco | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 208 704 | 3,27 | 47 397 | 21,50 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 702 | 39,84 | 158 | 62,89 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 9 847 | 9,81 | 2 236 | 29,25 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 1 390 838 | 5 891 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 372 545 | 31,47 | 84 605 | 54,68 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 171 423 | −0,17 | 38 930 | 17,46 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 6 300 | 0,00 | 1 431 | 17,60 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 36 344 | −7,24 | 8 254 | 9,14 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 21 418 | 2,97 | 4 864 | 21,15 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 4 320 | 981 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 11 160 | 497,43 | 2 546 | 597,26 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 1 465 | 333 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 762 | −8,41 | 147 | −16,00 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 760 | 31,84 | 400 | 55,25 | ||||
| 2025-08-14 | 13F | Family Management Corp | 31 | 7 | ||||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 7 531 | −2,42 | 1 710 | 14,84 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 611 | 0 | ||||||
| 2025-08-01 | NP | Advisors Preferred Trust - Dynamic Alpha Macro Fund Institutional Class Shares | 101 540 | 2,73 | 23 060 | 20,87 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 36 326 | 678,86 | 8 250 | 816,56 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 430 501 | 10,29 | 779 067 | 29,76 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1 472 | 334 | ||||||
| 2025-08-14 | 13F | Scientech Research LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 5 419 | −25,71 | 1 243 | −2,28 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 50 781 | 130,51 | 11 533 | 171,21 | ||||
| 2025-05-12 | 13F | Commons Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Bank of New Hampshire | 10 485 | −4,98 | 2 381 | 11,84 | ||||
| 2025-07-24 | 13F | E Fund Management (Hong Kong) Co., Ltd. | 362 | −74,58 | 82 | |||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 5 324 | −24,04 | 1 209 | −10,58 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 218 | 49 | ||||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 101 540 | 2,73 | 22 858 | 18,84 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 2 600 | 43,65 | 590 | 69,05 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 401 | 91 | ||||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 28 | 6 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1 137 | 517,93 | 258 | 637,14 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 359 136 | 81 560 | ||||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 1 045 | 237 | ||||||
| 2025-07-11 | 13F | Ttp Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 970 | 0,00 | 220 | 7,84 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 11 192 | 1,94 | 2 542 | 19,92 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 30 338 | 6 890 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 2 552 | 0,08 | 580 | 17,68 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 1 491 | 1,57 | 339 | 19,43 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 7 539 | 1,89 | 1 712 | 19,89 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 1 518 | 22,42 | 345 | 43,93 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 25 556 | 1,63 | 5 804 | 19,58 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 5 605 | 1 273 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 191 783 | 7,95 | 43 554 | 27,02 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5 136 | 96,93 | 1 166 | 131,81 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 25 309 | 5 748 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 90 271 | −13,63 | 20 501 | 1,62 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 1 520 | 0,00 | 345 | 17,75 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 17 664 | 17,79 | 4 012 | 38,60 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 109 908 | 6,42 | 24 960 | 25,22 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 490 | −3,25 | 338 | 13,80 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 56 294 | 48,89 | 12 784 | 75,20 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 19 894 | 4 518 | ||||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 91 240 | 1,45 | 20 721 | 19,36 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2 629 | −1,02 | 597 | 16,41 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 18 572 | 4,04 | 4 218 | 22,41 | ||||
| 2025-07-11 | 13F | Congress Park Capital LLC | 22 080 | −48,32 | 5 014 | −39,20 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 369 827 | 2,09 | 83 988 | 20,12 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 233 | 133,00 | 53 | 173,68 | ||||
| 2025-05-13 | 13F | Teachers Insurance & Annuity Association Of America | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 2 137 | 90,80 | 485 | 124,54 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 3 860 663 | 73,07 | 877 | 103,72 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 8 409 | 15,18 | 1 910 | 35,49 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5 158 | 229,37 | 1 171 | 287,75 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 10 167 | 69,87 | 2 309 | 99,83 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 8 420 | 18,59 | 1 912 | 39,56 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 435 112 | 728,26 | 27 651 | 172,72 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 5 885 | 22,60 | 1 336 | 44,28 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 112 853 | 50,43 | 25 630 | 77,00 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 3 228 | 0,31 | 1 | |||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 2 000 | 0,00 | 454 | 17,62 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 34 | 8 | ||||||
| 2025-08-06 | 13F | Eukles Asset Management | 3 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Gould Capital, LLC | 490 | 4,70 | 111 | 23,33 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 9 250 | 2 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 2 379 | 47,40 | 552 | 71,96 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 48 678 | 11 055 | ||||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 105 686 | 15,59 | 24 001 | 36,00 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 1 636 | −33,66 | 372 | −22,06 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 99 | 0,00 | 22 | 15,79 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 94 178 | 21 388 | ||||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 20 290 | −6,97 | 4 608 | 9,46 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 1 161 | −5,46 | 264 | 11,44 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 887 027 | 18,12 | 428 543 | 39,01 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 443 620 | −4,21 | 100 746 | 12,70 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 466 | 0,00 | 106 | 17,98 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 30 400 | 40,09 | 6 904 | 64,83 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 3 635 | −2,39 | 825 | 14,90 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 1 796 | 0,00 | 408 | 17,63 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 216 | 0,00 | 49 | 19,51 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2 480 | 1,02 | 563 | 19,03 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 764 | 419,73 | 174 | 517,86 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 10 834 831 | 18,81 | 2 460 590 | 39,78 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 3 501 | 795 | ||||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 38 | 0,00 | 9 | 14,29 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 24 355 | −4,03 | 5 532 | 12,88 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 29 623 | 4,06 | 6 727 | 22,44 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 5 323 | −35,38 | 1 209 | −24,03 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 89 | 0,00 | 20 | 17,65 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 200 | 0,00 | 45 | 18,42 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 8 675 | 3,40 | 1 970 | 21,68 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 22 707 | 2,43 | 5 157 | 11,26 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 1 505 | −8,40 | 342 | 7,57 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 1 269 | 1,68 | 288 | 20,00 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 4 787 | 101,64 | 1 087 | 137,34 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 2 410 | 0,00 | 547 | 17,63 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 29 584 | 1,56 | 7 | 20,00 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 4 224 | −1,19 | 959 | 16,24 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 099 | 5,47 | 250 | 23,88 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 739 | 87,56 | 168 | 119,74 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 120 956 | 4,11 | 27 469 | 22,49 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Norinchukin Bank, The | 90 000 | 20 439 | ||||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 118 273 | 7,50 | 26 860 | 26,48 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Domestic ETF | 12 899 | 2 929 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 62 | 0,00 | 14 | 16,67 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 428 366 | 1,40 | 97 282 | 19,30 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 13 | 0 | ||||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 34 | 8 | ||||||
| 2025-07-25 | 13F | Prostatis Group LLC | 3 323 | 129,97 | 755 | 171,22 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 3 793 | 0,82 | 861 | 18,60 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 15 436 | 603,23 | 3 505 | 728,61 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 16 087 | −1,72 | 3 653 | 15,64 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 | 61 157 | −6,14 | 13 889 | 10,43 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 117 274 | 5,31 | 26 633 | 23,90 | ||||
| 2025-07-24 | 13F | Strong Tower Advisory Services | 6 748 | 49,62 | 1 532 | 94,66 | ||||
| 2025-08-07 | 13F | Payden & Rygel | 242 572 | 0,00 | 55 | 19,57 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 2 052 | 0,00 | 466 | 17,68 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 2 574 | 25,13 | 585 | 47,10 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 32 183 | 0,94 | 7 272 | 18,22 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 138 222 | 0,80 | 31 390 | 18,60 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 250 | 284 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 1 014 | 230 | ||||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 42 200 | 0,00 | 9 623 | 18,15 | ||||
| 2025-07-17 | 13F | Hamilton Capital Partners, Llc | 9 836 | −20,33 | 2 234 | −6,26 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | McCarthy & Cox | 1 830 | −1,13 | 416 | 16,25 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 958 | 218 | ||||||
| 2025-08-06 | 13F | New Millennium Group LLC | 14 | 3 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 27 | 6 | ||||||
| 2025-07-23 | 13F | Roundview Capital LLC | 46 003 | 4,78 | 10 447 | 23,28 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 35 | −22,22 | 8 | −12,50 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 47 814 | 14,47 | 10 859 | 34,68 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 1 018 | 231 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 69 824 | 18,89 | 15 857 | 39,89 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 13 476 | 6,97 | 3 060 | 25,87 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 28 733 | 5,21 | 6 525 | 16,27 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 3 233 | 734 | ||||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 69 681 | −41,27 | 15 824 | −30,91 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 30 | 0,00 | 7 | 0,00 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 75 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 6 | −95,08 | 1 | −95,65 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 5 762 | 1 309 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1 399 | −56,67 | 318 | −49,12 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 139 874 | 1,65 | 31 765 | 19,60 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 1 256 | 0,00 | 285 | 17,77 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 936 | 213 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 27 844 | 58,25 | 6 323 | 84,67 | ||||
| 2025-07-09 | 13F | Taylor Hoffman Capital Management LLC | 906 | 206 | ||||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Mirabella Financial Services Llp | Call | 0 | −100,00 | 0 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 7 082 | −55,65 | 1 608 | −52,14 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 3 835 | −77,60 | 871 | −73,68 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 6 407 | −8,46 | 1 455 | 7,78 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 88 910 | 213,10 | 20 678 | 277,25 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 2 891 | 11,75 | 657 | 31,46 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1 972 | 422 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57 620 | 2,68 | 13 085 | 20,81 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 3 049 | −11,93 | 692 | 3,59 | ||||
| 2025-07-17 | 13F | KWB Wealth | 1 763 | 340 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 11 | 2 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 78 853 | 184,40 | 17 907 | 231,92 | ||||
| 2025-07-18 | 13F | Rolek Wealth Management LLC | 6 888 | 1 564 | ||||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 109 | 0,00 | 25 | 14,29 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 176 | 14,29 | 41 | 41,38 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 17 384 | −18,62 | 3 941 | −43,06 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 | 1 113 990 | 3,90 | 252 987 | 22,25 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 2 550 | −12,04 | 492 | −21,03 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 3 830 | 870 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 3 781 | 4,36 | 859 | 22,75 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 1 365 | −14,63 | 310 | 6,16 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 6 860 | 8,65 | 1 559 | 27,91 | ||||
| 2025-07-16 | 13F | Bestgate Wealth Advisors, LLC | 12 556 | 0,00 | 2 424 | 0,00 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 500 | 986,96 | 113 | 2 725,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 29 926 | 146,12 | 6 796 | 189,68 | ||||
| 2025-08-12 | 13F | Main Management LLC | 229 487 | 32,50 | 52 | 57,58 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 81 | 16 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 3 867 | −0,41 | 869 | 16,02 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 2 016 | 458 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 117 333 | 126,87 | 27 | 188,89 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 5 144 | 0,00 | 1 201 | 19,27 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 9 402 | 39,06 | 2 134 | 63,57 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 1 043 | 237 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 18 780 | −0,16 | 4 265 | 17,49 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 33 802 | −51,86 | 7 677 | −43,35 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 3 992 | 907 | ||||||
| 2025-08-28 | NP | AADAX - INVESCO Growth Allocation Fund Class A | 593 090 | 4,90 | 134 691 | 23,43 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 449 | 468,35 | 102 | 573,33 | ||||
| 2025-08-12 | 13F | Main Management Fund Advisors LLC | 410 800 | 8,08 | 93 | 27,40 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 2 793 | 15,13 | 634 | 35,47 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 45 571 | −0,89 | 8 796 | −9,09 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 416 | 0,00 | 0 | |||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 13 237 | 3,35 | 3 006 | 21,60 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 12 475 | −7,35 | 2 833 | 9,05 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 253 745 | 10,02 | 57 626 | 29,44 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 31 847 | 16,76 | 7 265 | 52,85 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 972 | −9,58 | 221 | 6,28 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 1 881 | −1,05 | 427 | 16,67 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 1 222 890 | 277 718 | ||||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 27 738 | 703,30 | 6 299 | 845,80 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 917 558 | 9,27 | 208 376 | 28,56 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 94 200 | 149,21 | 21 393 | 193,20 | |||
| 2025-08-13 | 13F | Luminist Capital LLC | 31 388 | 7 066 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 548 800 | 12,74 | 124 632 | 32,64 | |||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 79 443 | 13,40 | 18 041 | 33,43 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 1 284 | −7,09 | 292 | 9,40 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 1 061 | −67,94 | 241 | −62,38 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 10 375 | 153,79 | 2 356 | 198,61 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 2 069 | −4,65 | 470 | 12,20 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 10 665 | 13,55 | 2 422 | 33,66 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 1 827 | 411 | ||||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 111 903 | 1,65 | 25 413 | 19,60 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sather Financial Group Inc | 1 489 | 338 | ||||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 59 | 0,00 | 13 | 18,18 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 3 261 | 0,00 | 741 | 17,65 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 7 544 | 11,10 | 1 725 | 31,60 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 341 | 0,00 | 77 | 18,46 | ||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 1 175 | 1,56 | 267 | 19,28 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 1 283 | −28,04 | 291 | −15,41 | ||||
| 2025-07-23 | 13F | Raub Brock Capital Management LP | 31 908 | 2,45 | 7 246 | 20,55 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 815 | 185 | ||||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 13 950 | 2,44 | 3 168 | 20,55 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 51 998 | 1 614,41 | 11 809 | 1 918,63 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 31 971 | 38,67 | 7 261 | 63,15 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 3 700 | 60,87 | 840 | 89,62 | |||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 100 | 0,00 | 23 | 15,79 | |||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 1 315 | 0,00 | 299 | 17,79 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Strata Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cooper Capital Advisors LLC | 29 455 | 4,03 | 6 689 | 22,40 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 85 072 | −4,58 | 19 320 | 12,26 | ||||
| 2025-07-08 | 13F | Corepath Wealth Partners Llc | 876 | 201 | ||||||
| 2025-07-31 | 13F | City State Bank | 4 500 | −10,98 | 1 022 | 4,72 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 192 931 | 0,50 | 43 815 | 18,24 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 6 988 | −35,13 | 1 587 | −23,67 | ||||
| 2025-07-29 | 13F | Sims Investment Management, Llc | 44 352 | 25,92 | 10 072 | 48,16 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 5 442 | 1 273 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3 462 | 18,16 | 786 | 39,12 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 2 718 | 617 | ||||||
| 2025-08-15 | 13F | E Fund Management Co., Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 6 908 | 316,14 | 1 569 | 390,00 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 32 723 | 15,02 | 7 431 | 35,33 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 45 116 | 10,09 | 10 246 | 29,52 | ||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 2 398 | −8,99 | 545 | 7,09 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 73 428 | −0,28 | 16 675 | 17,32 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 100 | 0,00 | 23 | 15,79 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 33 242 | 9,33 | 7 549 | 28,65 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 19 758 | 7,81 | 4 487 | 26,86 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 1 439 | 327 | ||||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 109 567 | 0,07 | 24 883 | 17,74 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 1 458 | 4,82 | 0 | |||||
| 2025-08-14 | 13F | SWAN Capital LLC | 111 | 0,00 | 25 | 19,05 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 165 | 400,00 | 0 | |||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 4 374 | −47,72 | 993 | −38,48 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 8 595 | 118,15 | 1 952 | 156,71 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 45 536 | 17,59 | 10 341 | 38,36 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 210 | 0,00 | 275 | 17,60 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MWA Asset Management | 2 267 | 8,11 | 515 | 27,23 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 14 164 | 3 217 | ||||||
| 2025-07-16 | 13F | Wealth Group Ltd | 7 330 | 1 665 | ||||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 117 726 | −3,64 | 26 736 | 13,38 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 40 | 0,00 | 9 | 28,57 | ||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 3 435 | 12,44 | 780 | 32,43 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 7 | 0,00 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 8 076 | 1 834 | ||||||
| 2025-08-13 | 13F | F/M Investments LLC | 1 575 | 358 | ||||||
| 2025-08-08 | 13F | Creative Planning | 68 143 | 30,02 | 15 475 | 52,99 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 18 093 | 4 109 | ||||||
| 2025-08-12 | 13F | Agp Franklin, Llc | 9 193 | −67,58 | 2 088 | −60,97 | ||||
| 2025-08-14 | 13F | FIL Ltd | 55 224 | 10 222,24 | 12 541 | 12 075,73 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 007 421 | −16,16 | 455 885 | −1,35 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 21 506 | 10,25 | 4 884 | 29,72 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 503 607 | 5,39 | 114 | 23,91 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 36 361 | −0,08 | 8 258 | 17,57 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 29 700 | 9,51 | 6 745 | 28,85 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 39 619 | −56,11 | 8 997 | −48,36 | ||||
| 2025-08-14 | 13F | Nissay Asset Management Corp /japan/ /adv | 578 345 | 0,00 | 131 342 | 17,66 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14 383 | 60,51 | 3 266 | 88,90 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 2 738 | 149,36 | 622 | 194,31 | ||||
| 2025-05-05 | 13F | Northeast Planning Associates, Inc. / Nh / | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 162 434 | 34,99 | 36 889 | 58,83 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 9 903 | 13,85 | 2 249 | 33,97 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 23 740 | 94,57 | 4 582 | 78,50 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 869 | 0 | ||||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 6 982 | −0,54 | 1 586 | 16,97 | ||||
| 2025-08-06 | 13F | Helios Capital Management Pte. Ltd | 51 300 | 11 650 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 150 | 0,00 | 34 | 21,43 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 906 | 206 | ||||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 147 471 | 0,77 | 33 491 | 18,57 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 965 | 219 | ||||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 900 | 204 | ||||||
| 2025-07-18 | 13F | jvl associates llc | 12 246 | −17,66 | 2 781 | −3,10 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5 851 | 27,20 | 1 329 | 50,06 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 1 837 | −1,82 | 355 | −9,92 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 6 890 | −35,38 | 1 565 | −24,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 134 196 | 9,11 | 30 476 | 28,37 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 18 305 | 12,72 | 4 157 | 32,64 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 426 | 0,00 | 97 | 17,07 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 434 028 | 2,74 | 98 568 | 20,88 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 4 083 | −29,59 | 927 | −17,16 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 3 092 | 702 | ||||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 180 563 | 12,54 | 41 006 | 32,41 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 500 | 235,57 | 113 | 253,13 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 21 327 | 148,83 | 4 843 | 192,81 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 78 957 | 4,13 | 17 931 | 127 978,57 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 44 662 | −5,73 | 10 143 | 10,91 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 1 211 | 275 | ||||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Call | 0 | −100,00 | 0 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 358 | −27,68 | 81 | −14,74 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 10 279 | 1,47 | 2 334 | 19,39 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 36 134 | 1,51 | 8 206 | 19,43 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 88 221 | 96,16 | 20 035 | 130,82 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 762 | −1,80 | 173 | 16,11 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 28 | 0,00 | 6 | 20,00 | ||||
| 2025-07-15 | 13F | DSG Capital Advisors, LLC | 5 183 | −11,94 | 1 177 | 3,61 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 6 073 | 1 379 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 7 | 0,00 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 112 | 19,15 | 25 | 38,89 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 23 857 | −4,73 | 5 548 | 14,79 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 7 990 | 0,88 | 1 815 | 8,88 | ||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 1 337 | 0,07 | 304 | 17,90 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 21 000 | 11,77 | 4 769 | 31,52 | ||||
| 2025-06-27 | NP | DAAVX - Dunham Dynamic Macro Fund Class A | 30 600 | −6,99 | 5 993 | −15,27 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 4 025 | 43,65 | 914 | 69,26 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 1 609 | −31,30 | 365 | −19,25 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 179 452 | 3,99 | 267 853 | 22,36 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 517 | 776,27 | 117 | 963,64 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 5 400 | 0,00 | 1 226 | 17,66 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 1 412 | 321 | ||||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 2 275 | 23,31 | 517 | 44,94 | ||||
| 2025-08-14 | 13F | Uniplan Investment Counsel, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 0 | −100,00 | 0 | |||||
| 2025-09-19 | 13F | Base Wealth Management LLC | 1 114 | −5,19 | 253 | 11,95 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 15 288 | 1,13 | 3 472 | 18,99 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 6 919 | 1,78 | 1 571 | 19,74 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 031 992 | 14,20 | 234 437 | 34,36 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 7 377 | 62,60 | 1 675 | 91,43 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 35 155 | 0,49 | 7 988 | 18,25 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 470 494 | 0,00 | 106 849 | 17,66 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 9 549 | 346,01 | 2 169 | 424,94 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 90 711 | 16,68 | 20 600 | 37,29 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 21 | 0,00 | 5 | 0,00 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 16 192 | 3 677 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 1 230 | −94,89 | 279 | −94,57 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 446 | 92,24 | 101 | 129,55 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 33 | 7 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 300 | −50,00 | 58 | −51,69 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 458 502 | 17,92 | 331 226 | 38,74 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 143 056 | −0,70 | 32 488 | 16,84 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 1 073 | 2,19 | 244 | 20,30 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 294 196 | 130,49 | 66 812 | 171,19 | ||||
| 2025-09-03 | 13F | Q3 Asset Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 13 400 | 3 043 | ||||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 7 114 | 72,09 | 1 616 | 102,63 | ||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 2 317 | 22,08 | 526 | 43,72 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Put | 0 | −100,00 | 0 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 152 084 | 67,89 | 34 538 | 97,54 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 3 869 | 1,36 | 879 | 19,29 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 4 592 | −9,50 | 1 043 | 6,44 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 1 580 | 8,29 | 359 | 27,40 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 2 780 | 631 | ||||||
| 2025-08-08 | 13F | Firestone Capital Management | 1 585 | 360 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 35 770 | 244,97 | 8 123 | 305,95 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 156 | 0,00 | 35 | 16,67 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 16 | 0,00 | 4 | 0,00 | ||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 42 935 | 343,27 | 9 751 | 421,67 | ||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 31 005 | −1,67 | 7 041 | 15,69 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 7 862 | 41,12 | 1 786 | 66,05 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 7 601 275 | 2,05 | 1 726 216 | 20,06 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 22 380 | 5 083 | ||||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 90 112 | 12,79 | 20 479 | 32,80 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 612 | 0,00 | 139 | 16,95 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 80 922 | 3,58 | 18 377 | 21,86 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 107 | 494,44 | 24 | 700,00 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 42 | 2 000,00 | 10 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 40 070 | −0,82 | 9 100 | 16,70 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 7 982 | 17,14 | 1 813 | 37,79 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 5 583 | 2,99 | 1 268 | 21,13 | ||||
| 2025-08-06 | 13F | Yelin Lapidot Holdings Management Ltd. | 441 487 | 0,43 | 100 262 | 18,17 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 80 589 | 2,04 | 18 302 | 20,05 | ||||
| 2025-07-30 | 13F | Durante & Waters, Llc | 1 863 | 32,03 | 423 | 55,51 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 105 | 0,96 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 17 171 | 22,61 | 3 897 | 44,17 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 14 953 | 3 396 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 16 955 | 359,36 | 3 851 | 440,73 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 7 198 | 28,54 | 1 635 | 51,30 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 1 483 | 0,00 | 337 | 17,48 | ||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 6 601 | 1,44 | 1 499 | 19,44 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 1 796 | 408 | ||||||
| 2025-07-29 | 13F | Manchester Financial Inc | 3 315 | −32,94 | 753 | −21,17 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 1 853 672 | 4,62 | 421 211 | 23,23 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 17 499 | 7,22 | 3 974 | 26,20 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 151 423 | −0,83 | 34 388 | 16,68 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 51 | −12,07 | 12 | 0,00 | ||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 100 | 0,00 | 23 | 15,79 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 237 274 | 1,81 | 53 885 | 19,78 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 2 315 | 34,36 | 549 | 71,79 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 382 500 | 121,74 | 86 866 | 160,90 | |||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 236 | 0,00 | 54 | 17,78 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 467 300 | 770,20 | 106 124 | 923,86 | |||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 7 055 | 104,85 | 1 602 | 141,27 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2 590 | −8,51 | 588 | 7,69 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 17 785 | −78,61 | 4 039 | −74,84 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 3 570 | −3,07 | 811 | 14,08 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22 540 | 46,48 | 5 119 | 72,32 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 175 | −34,21 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 3 545 | 0,60 | 805 | 18,38 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 48 347 | 25,97 | 10 980 | 48,20 | ||||
| 2025-08-07 | 13F | Nwam Llc | 9 424 | −18,36 | 2 140 | −3,95 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 103 417 | 11,26 | 23 | 35,29 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 63 082 | 8,54 | 14 462 | 28,84 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 2 170 | 8,66 | 493 | 27,79 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 53 772 | 473,26 | 12 212 | 574,27 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 14 982 | −89,61 | 3 402 | −87,78 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 3 782 | 4,04 | 859 | 22,40 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 2 140 | 486 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 40 961 | 945,19 | 9 302 | 1 130,42 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1 182 | −92,73 | 267 | −96,56 | ||||
| 2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 9 688 | −2,81 | 2 200 | 14,35 | ||||
| 2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 5 690 | 19,11 | 1 292 | 40,13 | ||||
| 2025-08-11 | 13F | Generali Investments, Management Co LLC | 300 | −52,38 | 68 | −43,80 | ||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 19 941 | −2,58 | 4 529 | 14,60 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 64 643 | −4,02 | 14 681 | 12,94 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 39 814 | 4,69 | 9 043 | 23,17 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 4 100 | 931 | ||||||
| 2025-08-13 | 13F | Provida Pension Fund Administrator | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 1 427 | −8,23 | 325 | 4,17 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 190 | 43 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 7 208 | −1,85 | 1 637 | 15,53 | ||||
| 2025-07-24 | 13F | Birch Capital Management, LLC | 20 | 0,00 | 5 | 33,33 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 2 474 | 18,09 | 562 | 38,86 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 2 375 | 539 | ||||||
| 2025-07-29 | 13F | Tide Cove Capital Partners LLC | 37 751 | 1,94 | 8 829 | 23,52 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 4 004 | 248,78 | 909 | 311,31 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 155 | 31,36 | 35 | 59,09 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | One Day In July LLC | 218 620 | 30,55 | 49 649 | 53,60 | ||||
| 2025-07-25 | 13F | Clarendon Private LLC | 1 145 | 260 | ||||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 956 | 217 | ||||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 2 005 | 2,56 | 455 | 20,69 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 24 110 | 4,27 | 5 475 | 22,68 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 300 | 0,00 | 68 | 7,94 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 73 509 | 21,87 | 16 694 | 43,39 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 265 759 | 8,82 | 60 354 | 28,03 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 42 251 | 89,15 | 9 595 | 122,57 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 1 914 | 69,53 | 435 | 100,00 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 17 763 | −0,74 | 4 034 | 16,76 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 960 | 128,70 | 445 | 169,70 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 25 656 | −18,61 | 5 826 | −4,24 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 22 205 | 7,78 | 5 043 | 23,01 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 7 814 | 60,55 | 1 775 | 88,92 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 1 467 | 7,39 | 333 | 26,62 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 127 999 | 29 069 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 7 113 | 2,82 | 1 615 | 20,97 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 1 574 | −11,22 | 357 | 4,39 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 1 150 | −35,72 | 261 | −24,35 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Embree Financial Group | 4 058 | 5,70 | 922 | 24,29 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 753 | 522,31 | 0 | |||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 14 792 | −50,02 | 3 359 | −41,66 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 30 | 0,00 | 7 | 20,00 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-12 | 13F | Strategic Advisors LLC | 14 830 | −12,32 | 3 368 | 3,16 | ||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 1 935 | 439 | ||||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 959 | −58,88 | 218 | −51,78 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 1 331 | 1,29 | 302 | 19,37 | ||||
| 2025-08-14 | 13F | UBS Group AG | 789 979 | 23,59 | 179 404 | 45,41 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 986 | 2,18 | 224 | 20,43 | ||||
| 2025-08-14 | 13F | UBS Group AG | Call | 5 020 | 100,00 | 1 140 | 135,54 | |||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 15 288 | −4,24 | 3 472 | 12,66 | ||||
| 2025-08-28 | NP | CMAIX - Invesco Conservative Allocation Fund CLASS R5 | 80 393 | −7,92 | 18 257 | 8,34 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C | 783 086 | −6,26 | 177 839 | 10,29 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 4 469 | −84,76 | 1 015 | −79,11 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 409 | 0,25 | 93 | 17,95 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Grassi Investment Management | 1 058 | 0,00 | 0 | |||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 67 262 | 0,09 | 15 275 | 17,76 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 1 180 | 268 | ||||||
| 2025-04-24 | 13F | Canvas Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Analyst IMS Investment Management Services Ltd. | 40 263 | 10,44 | 9 | 28,57 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 36 641 | 14,93 | 8 321 | 35,21 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1 760 | −4,45 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 3 874 | 0,39 | 880 | 18,15 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6 822 | 16,36 | 1 549 | 36,96 | ||||
| 2025-08-13 | 13F | Mizuho Bank, Ltd. | 1 200 000 | 272 520 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 914 | 208 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 774 940 | 27,05 | 175 989 | 49,48 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 1 529 | 347 | ||||||
| 2025-04-14 | 13F | IMC-Chicago, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7 305 | 52,95 | 2 | |||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 8 270 | 2,21 | 1 878 | 20,31 | ||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 36 202 | −9,02 | 8 222 | 7,04 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 15 201 | −21,03 | 3 452 | −7,08 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 12 561 | 3 112,53 | 2 852 | 3 702,67 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 27 574 | 15,57 | 6 262 | 35,96 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 1 394 | −4,98 | 317 | 11,66 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 44 215 | 5,04 | 10 041 | 23,58 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 35 767 | 184,61 | 8 123 | 234,93 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 1 559 | 21,32 | 354 | 42,74 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 324 049 | 533,35 | 73 591 | 645,23 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 2 319 | −17,85 | 527 | −3,31 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 3 414 | 718 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 1 086 | 1,88 | 247 | 20,00 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 6 488 | −8,17 | 1 475 | 13,64 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Sierra Capital LLC | 4 664 | −47,48 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 6 774 | 1 528 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 83 221 | −29,45 | 16 063 | −35,29 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 573 | −19,07 | 130 | −4,41 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 79 400 | 103,59 | 18 032 | 139,55 | |||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 349 | −76,43 | 79 | −72,28 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 489 | 7,71 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 76 400 | −22,98 | 17 350 | −9,39 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21 239 | −48,42 | 4 823 | −39,32 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 0 | 0 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 493 | 0,00 | 0 | |||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 4 817 451 | −0,26 | 1 094 043 | 23,64 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 21 | −40,00 | 5 | −33,33 | ||||
| 2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 5 801 | 0,00 | 1 317 | 17,69 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 69 702 | 121,33 | 15 829 | 160,43 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 1 200 | 0,00 | 273 | 17,75 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 56 858 | −9,84 | 12 912 | 6,08 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | TD Capital Management LLC | 9 705 | 6,79 | 2 204 | 25,66 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 749 089 | 12,20 | 170 118 | 32,01 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 2 380 | 33,11 | 541 | 56,52 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 8 148 | 4,10 | 1 850 | 22,52 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 5 057 | −0,35 | 1 148 | 17,26 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 1 000 | 227 | ||||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 7 | 2 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 11 786 | 47,73 | 2 677 | 73,88 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 2 452 | 115,28 | 552 | 151,60 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 194 421 | 1,21 | 44 153 | 19,08 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 65 543 | 0,28 | 14 885 | 17,99 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 3 982 | 17,71 | 904 | 38,44 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 100 | 0,00 | 23 | 15,79 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 16 096 | 75,89 | 3 655 | 106,96 | ||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 2 065 | −25,67 | 469 | −12,69 | ||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 2 745 | 131,06 | 623 | 171,62 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 43 716 | 279,38 | 9 928 | 346,36 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 8 665 | 44,06 | 1 968 | 69,42 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 20 | 0,00 | 5 | 33,33 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1 794 | −17,48 | 407 | −2,86 | ||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 12 588 | 0,00 | 2 859 | 17,66 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 13 851 | 3 146 | ||||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 1 832 | 0,00 | 416 | 17,85 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 632 | −14,60 | 598 | 0,51 |
