Grundläggande statistik
| Institutionella ägare | 423 total, 420 long only, 0 short only, 3 long/short - change of 11,81% MRQ |
| Genomsnittlig portföljallokering | 0.2623 % - change of 8,75% MRQ |
| Institutionella aktier (lång) | 7 734 070 (ex 13D/G) - change of 0,32MM shares 4,31% MRQ |
| Institutionellt värde (lång) | $ 1 539 821 USD ($1000) |
Institutionellt ägande och aktieägare
SPDR Series Trust - SPDR S&P Aerospace & Defense ETF (US:XAR) har 423 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 7,734,070 aktier. Största aktieägare inkluderar LPL Financial LLC, Bank Of America Corp /de/, Morgan Stanley, Wells Fargo & Company/mn, UBS Group AG, Raymond James Financial Inc, Howard Capital Management Group, LLC, Envestnet Asset Management Inc, Affinity Wealth Management Llc, and Commonwealth Equity Services, Llc .
SPDR Series Trust - SPDR S&P Aerospace & Defense ETF (ARCA:XAR) 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 12, 2025 is 221,32 / share. Previously, on September 16, 2024, the share price was 152,61 / share. This represents an increase of 45,02% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 1 166 | 246 | ||||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 2 115 | 0,00 | 446 | 31,56 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 201 | 5,63 | 253 | 39,01 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 49 | 0,00 | 10 | 42,86 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 300 | 0,00 | 63 | 31,25 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 13 | 0,00 | 3 | 0,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1 621 | −2,23 | 342 | 28,20 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1 564 | 330 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 6 795 | 497,63 | 1 433 | 687,36 | ||||
| 2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 3 320 | 700 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 2 223 | 40,43 | 469 | 84,25 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 2 241 | 0,04 | 473 | 31,11 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 6 087 | 1 284 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 420 | −33,08 | 511 | −12,22 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 1 614 | 0,31 | 340 | 31,78 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 3 830 | −49,46 | 808 | −33,69 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 23 | 0,00 | 5 | 33,33 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 1 885 | 0,00 | 398 | 31,46 | ||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 188 672 | 0,69 | 39 798 | 32,18 | ||||
| 2025-06-30 | NP | CAPTX - Canterbury Portfolio Thermostat Fund Institutional Shares | 2 735 | −16,49 | 468 | −18,64 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 1 107 | 233 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7 054 | −5,87 | 1 488 | 23,59 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 54 | 0,00 | 11 | 37,50 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 390 | −51,49 | 82 | −36,43 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 443 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 16 | 0,00 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 60 689 | 20,48 | 12 805 | 58,16 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 5 737 | −1,70 | 1 210 | 29,14 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 6 347 | −34,92 | 1 339 | −14,61 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 1 170 | −69,32 | 247 | −59,80 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 45 | 0,00 | 9 | 28,57 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 2 002 | 0,00 | 422 | 31,46 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1 370 | −2,84 | 289 | 27,43 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 1 150 | 243 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 72 | 0,00 | 15 | 36,36 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 27 | 0,00 | 6 | 25,00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 880 | 0,00 | 186 | 31,21 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 766 154 | −5,95 | 161 613 | 23,47 | ||||
| 2025-07-28 | NP | AGOX - Adaptive Growth Opportunities ETF | 13 804 | 0,00 | 2 640 | 15,03 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 11 794 | 178,62 | 2 488 | 265,74 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 4 058 | 1 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 967 | −57,66 | 204 | −44,69 | ||||
| 2025-08-06 | 13F | Yelin Lapidot Holdings Management Ltd. | 12 500 | 0,00 | 2 637 | 31,27 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 2 791 | 589 | ||||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 3 006 | 634 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 1 210 | −48,90 | 255 | −32,89 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 14 962 | −16,61 | 3 156 | 9,47 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 2 553 | 0,00 | 1 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 126 | 0,00 | 27 | 30,00 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3 146 | 3,62 | 664 | 36,14 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 37 503 | 173,27 | 7 911 | 258,73 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 25 941 | 19,83 | 5 472 | 57,30 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 1 000 | 66,67 | 211 | 116,49 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 250 | 0,00 | 53 | 30,00 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 1 038 | 219 | ||||||
| 2025-07-21 | 13F | Hilltop National Bank | 100 | 33,33 | 21 | 75,00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 9 736 | −2,96 | 2 054 | 27,36 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 100 | 0,00 | 21 | 31,25 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 4 480 | 0,00 | 945 | 31,43 | ||||
| 2025-08-01 | 13F | Jericho Financial, Llp | 1 648 | −1,55 | 348 | 29,48 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5 258 | 22,94 | 1 109 | 61,43 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 16 229 | −10,98 | 3 423 | 16,87 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 1 974 | −43,54 | 417 | −32,79 | ||||
| 2025-08-14 | 13F | Cypress Asset Management Inc/tx | 1 500 | 0,00 | 316 | 31,12 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2 901 | −15,27 | 612 | 11,09 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 1 133 | −24,82 | 246 | 2,93 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 4 301 | 7,88 | 907 | 41,72 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 529 | −6,83 | 323 | 22,43 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8 745 | −8,38 | 1 845 | 20,29 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 129 391 | 21,02 | 27 318 | 58,91 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 16 509 | −2,72 | 3 482 | 27,73 | ||||
| 2025-07-18 | 13F | Bourgeon Capital Management Llc | 37 788 | −0,43 | 7 971 | 30,71 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 16 757 | 102,94 | 3 535 | 166,52 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 2 465 | 517 | ||||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 1 207 | 255 | ||||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 53 | 0,00 | 11 | 37,50 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 15 107 | −6,94 | 3 187 | 22,16 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 64 513 | 49,36 | 13 608 | 96,08 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 590 | 124 | ||||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 1 848 | 390 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 3 520 | −0,28 | 742 | 30,86 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 1 003 | 212 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 133 894 | −11,18 | 28 | 16,67 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 614 | 0,00 | 130 | 31,63 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 1 146 | −14,86 | 242 | 11,57 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 400 | 0,00 | 84 | 31,25 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 1 232 | −18,79 | 260 | 6,58 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2 577 | −18,40 | 544 | 7,10 | ||||
| 2025-04-15 | 13F | Thompson Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 5 936 | −5,24 | 1 252 | 24,45 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 751 | −16,06 | 369 | 9,50 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3 270 | 11,99 | 690 | 46,91 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11 350 | 5,76 | 2 394 | 38,86 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 30 | 6 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 1 130 | 238 | ||||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 9 605 | 45,42 | 2 026 | 90,95 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 2 160 | 456 | ||||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 5 252 | 1 108 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 425 | 0,00 | 0 | |||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 1 180 | 249 | ||||||
| 2025-07-15 | 13F | IMS Capital Management | 1 137 | −20,82 | 240 | 3,91 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 5 791 | −0,19 | 1 222 | 31,01 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 949 | 200 | ||||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 6 123 | 0,00 | 1 292 | 31,33 | ||||
| 2025-05-09 | 13F | Washington Growth Strategies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1 116 | 235 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 3 505 | −1,30 | 739 | 28,75 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 35 316 | 8,42 | 7 450 | 42,32 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 107 397 | 25,41 | 22 654 | 64,62 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 294 | 63,33 | 62 | 113,79 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 5 | 1 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 102 | 0,00 | 22 | 31,25 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5 307 | 2,43 | 1 119 | 34,50 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 40 249 | 2,26 | 8 490 | 34,23 | ||||
| 2025-04-16 | 13F | Bernard Wealth Management Corp. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 3 500 | 66,67 | 738 | 118,99 | |||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2 653 | −0,38 | 560 | 30,91 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 168 564 | −25,30 | 35 557 | −1,94 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 20 730 | 1 029,70 | 4 373 | 1 387,07 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 1 099 | 232 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 8 800 | 10,00 | 1 856 | 44,44 | |||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 600 | −4,91 | 126 | 24,75 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 482 | 45,18 | 102 | 90,57 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 366 | 0,00 | 77 | 32,76 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wulff, Hansen & Co. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 194 416 | 15,65 | 41 010 | 51,82 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 3 126 | 0,35 | 659 | 31,80 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 1 026 | −0,58 | 216 | 30,91 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2 250 | −21,41 | 475 | 3,04 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 50 | 0,00 | 11 | 25,00 | ||||
| 2025-09-03 | 13F | Q3 Asset Management | 4 729 | 85,23 | 1 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 4 163 | 15,06 | 878 | 51,12 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 64 | 23,08 | 14 | 62,50 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 5 631 | 1,39 | 1 188 | 33,07 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1 350 | 0,00 | 285 | 31,48 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 101 | 21 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 1 428 | −3,38 | 301 | 27,00 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 2 015 | −13,52 | 425 | 13,64 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1 271 | 268 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 098 | −0,18 | 231 | 31,25 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 14 931 | 9,55 | 3 150 | 43,79 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 630 | −1,56 | 133 | 29,41 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 17 876 | 6,40 | 3 771 | 39,68 | ||||
| 2025-04-22 | 13F | Stapp Wealth Management, Pllc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Prospera Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 1 500 | 316 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 175 | 0,00 | 37 | 28,57 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 45 380 | 9 868 | ||||||
| 2025-08-01 | 13F | Planning Directions Inc | 3 145 | −5,56 | 664 | 23,93 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 786 | −1,55 | 1 | |||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 1 174 | 248 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 1 468 | 0,00 | 310 | 31,49 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 240 | 0,00 | 51 | 31,58 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7 098 | −14,43 | 1 497 | 12,39 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 2 570 | 0,00 | 542 | 31,55 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 26 | 0,00 | 5 | 25,00 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1 137 | 240 | ||||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 41 471 | 2,37 | 8 748 | 26,31 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3 172 | 17,61 | 669 | 54,50 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 44 660 | −50,98 | 9 421 | −35,65 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 1 071 | 226 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 125 170 | −6,43 | 26 403 | 22,84 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 6 138 | 0,02 | 1 295 | 31,24 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 1 008 | 213 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 101 721 | −17,94 | 21 457 | 7,72 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 50 | 0,00 | 11 | 25,00 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 1 131 | 239 | ||||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 27 | 6 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 770 | 162 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 1 029 | 217 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 1 450 | 0,00 | 306 | 30,90 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 104 | 0,00 | 22 | 31,25 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 62 720 | −19,07 | 13 230 | 6,25 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4 483 | 48,20 | 1 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 10 407 | −0,48 | 2 195 | 30,65 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 376 | 0,00 | 79 | 31,67 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 11 039 | 3,27 | 2 328 | 35,59 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 957 | −51,37 | 202 | −36,39 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 31 297 | 211,44 | 6 539 | 305,08 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 051 | −16,52 | 222 | 8,87 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1 010 | 213 | ||||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 1 342 | −12,12 | 283 | 15,51 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 10 056 | 2,13 | 2 121 | 34,07 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 1 837 | 2,80 | 387 | 34,84 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 9 573 | −8,30 | 2 019 | 20,39 | ||||
| 2025-08-07 | 13F | PFG Advisors | 1 394 | 4,97 | 294 | 38,03 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 21 000 | 87,50 | 4 430 | 146,19 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 1 500 | 66,67 | 316 | 119,44 | |||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 381 | 0,00 | 80 | 31,15 | ||||
| 2025-08-05 | 13F | Meixler Investment Management, Ltd. | 5 630 | −13,70 | 1 188 | 13,26 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15 481 | 1,44 | 3 266 | 33,16 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 88 422 | −4,14 | 19 | 28,57 | ||||
| 2025-05-14 | 13F | Quadcap Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 4 878 | 253,99 | 291 | 31,67 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 1 939 | −7,67 | 409 | 21,07 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 2 233 | 12,61 | 471 | 48,11 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 9 399 | −1,28 | 1 982 | 29,54 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 22 931 | 45,05 | 4 837 | 90,43 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 527 | 31,42 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 15 111 | 0,42 | 3 188 | 31,80 | ||||
| 2025-08-08 | 13F | Creative Planning | 21 618 | −3,31 | 4 560 | 26,92 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 2 160 | 0,00 | 456 | 31,12 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 2 087 | 0,10 | 440 | 31,34 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 88 | 0,00 | 19 | 28,57 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 3 500 | 0,00 | 562 | 0,00 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 1 671 | 0,06 | 352 | 31,34 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 24 027 | 22,34 | 5 068 | 60,63 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 12 212 | −1,90 | 2 576 | 28,75 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 678 | −1,81 | 354 | 28,83 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 1 180 | −10,13 | 249 | 18,10 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 1 743 | 0,00 | 368 | 31,07 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 5 013 | 0,00 | 1 058 | 31,30 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 1 014 | 214 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 6 790 | 79,63 | 1 432 | 135,91 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 1 778 | 1,48 | 0 | |||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 2 | 0 | ||||||
| 2025-07-30 | 13F | Cavalier Investments, LLC | 13 804 | 0,00 | 2 912 | 31,24 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 1 388 | 293 | ||||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 2 869 | 0,00 | 605 | 31,52 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 1 677 | −20,67 | 354 | 4,13 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 12 | 0,00 | 3 | 100,00 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 5 876 | 31,34 | 1 239 | 72,56 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 376 | −5,05 | 79 | 25,40 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 13 864 | −1,38 | 3 | 0,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 13 557 | 403,60 | 2 860 | 561,81 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 1 856 | 392 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 2 472 | −21,47 | 521 | 2,96 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 5 727 | −97,83 | 1 208 | 342,49 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3 045 | 0,00 | 642 | 31,29 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 450 | 80,00 | 95 | 135,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9 057 | 2 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 30 | 0,00 | 6 | 50,00 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 23 056 | 4 863 | ||||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 45 | 0,00 | 9 | 28,57 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 11 309 | −1,90 | 2 385 | 27,06 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 25 230 | 2,76 | 5 322 | 34,88 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 1 096 | −30,01 | 237 | −5,58 | ||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | October Effect Ltd | 2 549 | 538 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 1 714 | −9,07 | 362 | 19,54 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8 295 | −6,14 | 1 333 | −9,08 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 14 683 | 101,03 | 3 097 | 164,02 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 440 | 93 | ||||||
| 2025-07-07 | 13F | Somerset Trust Co | 2 361 | 73,86 | 498 | 128,44 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2 525 | 7,22 | 533 | 40,74 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 202 | −54,71 | 43 | −42,47 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 1 863 | 22,65 | 393 | 60,66 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 3 721 | 0,00 | 785 | 31,32 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 267 | 34,17 | 56 | 80,65 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 112 273 | −28,67 | 23 683 | −6,37 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 2 473 | 0,00 | 522 | 31,23 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 1 161 | −29,03 | 245 | −6,87 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 89 | −40,27 | 19 | −21,74 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 2 020 | 0,00 | 426 | 31,48 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 910 | −6,67 | 193 | 23,08 | ||||
| 2025-04-23 | 13F | Saxony Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 43 784 | 9 236 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 1 764 | 370 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 372 | 122,37 | 289 | 180,58 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 2 000 | 0,00 | 422 | 31,15 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 17 091 | −32,92 | 3 601 | −12,02 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 3 240 | 14,08 | 683 | 49,78 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 17 000 | 36,99 | 3 581 | 79,68 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 2 026 | −31,81 | 427 | −10,48 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 26 | 0,00 | 5 | 25,00 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 1 006 | 1,31 | 212 | 29,27 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 1 040 | 0,00 | 219 | 31,14 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6 193 | 0,85 | 1 306 | 32,32 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 2 360 | 0,00 | 498 | 31,13 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 5 795 | 1,99 | 1 222 | 33,84 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 150 | 0,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 1 199 | 253 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 681 | 144 | ||||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 2 660 | 0,00 | 561 | 31,38 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 2 903 | 2,72 | 612 | 34,80 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 180 | 0,00 | 38 | 35,71 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 1 631 | 0,00 | 344 | 31,30 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Brentview Investment Management LLC | 200 | 0,00 | 42 | 31,25 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 112 705 | 14,61 | 23 761 | 50,47 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 3 773 | −2,58 | 796 | 27,81 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 2 485 | 0,00 | 524 | 31,33 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 977 | 0 | ||||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 1 178 | −4,38 | 248 | 21,57 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 175 | 0,00 | 28 | −3,45 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 1 786 | 32,79 | 377 | 74,07 | ||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 50 603 | 42,64 | 10 674 | 87,26 | ||||
| 2025-07-17 | 13F | Campion Asset Management LLC | 1 043 | 220 | ||||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 3 748 | −1,52 | 791 | 29,30 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 512 | −10,21 | 319 | 17,78 | ||||
| 2025-05-09 | 13F | Thoroughbred Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 3 531 | 24,86 | 765 | 68,28 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 217 | 46 | ||||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 112 426 | 23 715 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4 410 | −9,30 | 930 | 15,38 | ||||
| 2025-08-07 | 13F | Cumberland Advisors Inc | 80 694 | −27,40 | 17 022 | −4,70 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 440 | −22,94 | 91 | −2,17 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 296 | 30,40 | 62 | 67,57 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 219 | 44,08 | 46 | 91,67 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 6 468 | −5,76 | 1 364 | 23,77 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 1 905 | −19,45 | 402 | 5,53 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 1 280 | 0,00 | 270 | 31,71 | ||||
| 2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 4 155 | 16,26 | 689 | 22,42 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 5 227 | 40,51 | 1 103 | 84,59 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11 359 | 1,41 | 2 396 | 33,19 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 2 966 | −37,70 | 626 | −18,30 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 4 542 | 69,35 | 958 | 122,79 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 5 766 | 0,10 | 927 | −3,04 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 314 | 0,00 | 270 | 26,89 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 1 085 | 13,02 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 21 394 | 11,85 | 4 513 | 46,83 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 7 550 | −17,05 | 1 593 | 8,89 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 14 | 0,00 | 3 | 0,00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 569 | 355,20 | 120 | 500,00 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 10 000 | 9 | ||||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 18 734 | −6,68 | 3 952 | 22,47 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 9 586 | −3,68 | 1 996 | 23,68 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21 472 | 30,85 | 4 505 | 69,62 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 267 | 0,00 | 56 | 33,33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 723 866 | −2,98 | 152 693 | 27,36 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 2 491 | −23,05 | 525 | 0,96 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 3 325 | −14,92 | 701 | 11,80 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 3 801 | −0,24 | 802 | 30,88 | ||||
| 2025-05-15 | 13F | Edmond De Rothschild Holding S.a. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 531 | 8,35 | 323 | 41,85 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 57 328 | 10,02 | 12 093 | 44,43 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 980 | 207 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 503 | 8,41 | 106 | 55,88 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 104 | 8,23 | 444 | 41,99 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 853 | 161,66 | 180 | 244,23 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2 095 | −2,60 | 442 | 27,83 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 3 929 | 0,00 | 829 | 31,22 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 713 | 4,77 | 361 | 37,79 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4 124 | 16,30 | 909 | 51,25 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 1 181 | 249 | ||||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 1 013 | −57,79 | 209 | −44,83 | ||||
| 2025-05-15 | 13F | Schonfeld Strategic Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 41 697 | −28,44 | 8 796 | −6,07 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 3 657 | −35,47 | 772 | −15,27 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 5 862 | 6,87 | 1 236 | 40,30 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 1 038 | 219 | ||||||
| 2025-07-29 | NP | MSSS - Monarch Select Subsector Index ETF | 47 173 | −25,67 | 9 023 | −14,48 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 2 205 | −22,30 | 465 | 1,97 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 8 594 | 6,02 | 1 813 | 34,82 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 105 | 0,00 | 22 | 37,50 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6 119 | −28,52 | 1 291 | −6,18 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 849 | 10,55 | 179 | 45,53 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 1 281 | 0,00 | 270 | 31,71 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 36 248 | −1,27 | 7 646 | 29,62 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 22 | 5 | ||||||
| 2025-08-29 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 10 029 | 3,99 | 2 116 | 36,54 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 4 589 | 0,07 | 968 | 31,52 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 166 | 0,00 | 35 | 34,62 | ||||
| 2025-04-30 | 13F | Values First Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 1 062 | 0 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 2 290 | 0,00 | 501 | 36,24 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 4 453 | 52,08 | 939 | 99,79 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | 0 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2 217 | 26,54 | 468 | 66,19 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 971 | 205 | ||||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 15 018 | 52,27 | 3 168 | 93,70 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4 406 | 8,66 | 1 | |||||
| 2025-08-14 | 13F | UBS Group AG | 220 005 | 5,31 | 46 408 | 38,24 | ||||
| 2025-08-26 | NP | WUGI - AXS Esoterica NextG Economy ETF | 1 826 | −10,49 | 385 | 17,74 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 1 660 | 0,00 | 350 | 31,58 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 25 885 | 219,53 | 5 | 400,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 182 | 152,78 | ||||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 100 | −50,00 | 0 | |||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 18 151 | −2,25 | 3 829 | 28,33 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 1 320 | −7,04 | 278 | 21,93 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 8 661 | 7,23 | 1 827 | 40,79 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 324 | 0,00 | 68 | 30,77 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 2 420 | 510 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 131 | 197,73 | 28 | 285,71 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 364 | 18,95 | 77 | 55,10 | ||||
| 2025-07-22 | 13F | FFG Partners, LLC | 4 679 | −1,16 | 987 | 29,87 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 15 341 | 2,04 | 3 236 | 34,00 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 1 204 | 254 | ||||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 16 617 | −4,26 | 3 505 | 25,67 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 954 | 201 | ||||||
| 2025-08-13 | 13F | Groupe la Francaise | 404 | 85 | ||||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 14 258 | −3,48 | 3 008 | 26,72 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 20 | 0,00 | 4 | 33,33 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 681 | −11,33 | 109 | −14,17 | ||||
| 2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 5 532 | 6,16 | 1 167 | 39,31 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 68 316 | 18 876,67 | 14 411 | 25 180,70 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 1 223 | −7,28 | 258 | 21,80 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1 909 | 0,00 | 403 | 31,37 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 1 954 | 6,14 | 412 | 39,66 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 2 699 | 0,00 | 569 | 31,41 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 2 970 | −0,54 | 626 | 30,69 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 540 | 30,75 | 114 | 71,21 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 1 855 | −0,59 | 391 | 30,77 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 1 821 | 0,05 | 384 | 31,51 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 200 | 0,00 | 42 | 31,25 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2 821 | −67,41 | 595 | −57,23 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 1 622 | −7,47 | 342 | 21,71 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 45 345 | −2,30 | 9 565 | 28,25 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 136 777 | −5,48 | 239 792 | 24,07 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 1 050 | 221 | ||||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 160 932 | 33 947 | ||||||
| 2025-08-13 | 13F | OMERS ADMINISTRATION Corp | 2 800 | −63,64 | 590 | −52,07 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 150 | 0,00 | 32 | 29,17 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 824 | 1,48 | 173 | 33,08 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 15 | 0,00 | 3 | 50,00 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 1 488 | −0,07 | 314 | 30,96 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 966 | −4,24 | 415 | 25,84 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 865 | 182 | ||||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 1 030 | 217 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 4 783 | −24,46 | 1 009 | −0,88 | ||||
| 2025-04-24 | 13F | Park Place Capital Corp | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 46 059 | 433,58 | 10 | 800,00 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 3 000 | 0,00 | 633 | 31,12 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 320 969 | 28,81 | 67 705 | 69,09 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 75 | 0,00 | 12 | 0,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 953 | −33,64 | 201 | −12,61 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 230 | 100,00 | 49 | 166,67 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2 036 | 45,95 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5 142 | −0,75 | 1 085 | 30,29 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 48 946 | −20,17 | 10 | 11,11 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Ballast, Inc. | 1 180 | 249 | ||||||
| 2025-05-13 | 13F | Ethos Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 80 | −26,61 | 17 | −5,88 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 202 | 0,00 | 43 | 31,25 | ||||
| 2025-07-18 | 13F | Viewpoint Investment Partners Corp | 24 313 | 198,14 | 5 129 | 291,45 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 2 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 20 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 6 914 | 7,39 | 1 458 | 41,01 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 282 | 156,36 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 15 000 | 35,14 | 3 164 | 77,45 | |||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 12 452 | 171,70 | 3 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 2 300 | 187,50 | 485 | 278,91 | |||
| 2025-08-26 | NP | USAF - Atlas America Fund | 1 102 | 232 | ||||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 10 270 | 4,39 | 2 166 | 37,09 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 23 060 | 26,79 | 4 864 | 66,46 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 53 366 | 85,27 | 11 257 | 143,24 | ||||
| 2025-05-15 | 13F | Rockport Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 379 | 0,00 | 80 | 31,67 | ||||
| 2025-04-08 | 13F | J2 Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 331 | 9,97 | 70 | 43,75 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 117 729 | 8,85 | 24 834 | 42,88 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 3 080 | −12,48 | 650 | 14,87 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 2 500 | 527 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 1 789 | −13,87 | 377 | 13,21 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 6 100 | 0,00 | 1 287 | 31,22 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 107 422 | 1,56 | 22 659 | 33,32 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2 505 | −5,11 | 528 | 24,53 |
