Grundläggande statistik
| Institutionella ägare | 2286 total, 2247 long only, 3 short only, 36 long/short - change of 3,15% MRQ |
| Genomsnittlig portföljallokering | 0.9082 % - change of 9,04% MRQ |
| Institutionella aktier (lång) | 180 245 315 (ex 13D/G) - change of 9,06MM shares 5,29% MRQ |
| Institutionellt värde (lång) | $ 40 770 354 USD ($1000) |
Institutionellt ägande och aktieägare
The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund (US:XLK) har 2286 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 180,245,315 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, Wells Fargo & Company/mn, LPL Financial LLC, Envestnet Asset Management Inc, UBS Group AG, Ameriprise Financial Inc, CHURCHILL MANAGEMENT Corp, Laurel Wealth Advisors LLC, and Goldman Sachs Group Inc .
The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund (ARCA:XLK) 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 270,88 / share. Previously, on September 16, 2024, the share price was 219,60 / share. This represents an increase of 23,35% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Important Note
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 866 | 0,00 | 219 | 23,03 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 7 797 | −2,40 | 1 974 | 19,71 | ||||
| 2025-07-16 | 13F | Taiyo Life Insurance Co | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Keel Point, LLC | 40 280 | 30,80 | 10 200 | 60,43 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 823 160 | 8,82 | 206 179 | 31,93 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 211 | −4,09 | 54 | 17,78 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 69 845 | −2,81 | 17 687 | 19,20 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 31 008 | −5,62 | 7 852 | 15,76 | ||||
| 2025-05-14 | 13F | Price T Rowe Associates Inc /md/ | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 117 229 | 2,06 | 29 686 | 25,17 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 1 444 | −20,00 | 366 | −1,88 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 321 574 | 202,91 | 81 432 | 271,51 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | David J Yvars Group | 12 004 | −7,98 | 3 040 | 12,85 | ||||
| 2025-07-28 | 13F | Essex LLC | 125 024 | 14,15 | 31 660 | 39,99 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 928 | 235 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 48 527 | −0,34 | 12 288 | 22,23 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 60 501 | 1,20 | 15 321 | 24,12 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 1 275 | 20,62 | 323 | 47,71 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 2 695 | −3,51 | 682 | 18,40 | ||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 51 537 | −7,65 | 13 051 | 13,25 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 1 980 | 0,00 | 501 | 22,79 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 4 950 | 2,59 | 1 253 | 25,80 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 9 | 0,00 | 2 | 100,00 | ||||
| 2025-04-25 | 13F | Kieckhefer Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 42 451 | 17,83 | 10 750 | 44,51 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 178 705 | 3,60 | 45 253 | 42,69 | ||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 820 | 0 | ||||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 75 | 19 | ||||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 1 400 | 0,00 | 355 | 22,49 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 298 | 75 | ||||||
| 2025-08-07 | 13F | Davis R M Inc | 6 306 | 0,00 | 1 597 | 22,58 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 1 242 | 0,00 | 315 | 22,66 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 92 260 | 444,60 | 23 | 666,67 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 16 417 | −2,85 | 4 157 | 19,15 | ||||
| 2025-04-22 | 13F | FSC Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 143 864 | −2,98 | 36 | 20,00 | ||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 21 782 | 4,66 | 5 516 | 28,35 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 1 140 | −0,87 | 289 | 21,52 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 21 622 | 1,04 | 5 475 | 23,92 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 3 370 | 4,56 | 853 | 28,27 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 10 893 | 6,89 | 2 249 | −5,07 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 127 | −49,20 | 32 | −37,25 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 1 061 | −8,30 | 269 | 12,61 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 534 286 | 5,32 | 135 297 | 29,17 | ||||
| 2025-07-31 | 13F | Boothe Investment Group, Inc. | 4 898 | 1 240 | ||||||
| 2025-08-07 | 13F | Cvfg Llc | 885 | 224 | ||||||
| 2025-08-01 | 13F | Planning Directions Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 945 | 239 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 7 332 | −2,00 | 1 857 | 20,21 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 4 510 | 0,00 | 1 142 | 22,66 | ||||
| 2025-08-05 | 13F | Sulzberger Capital Advisors, Inc. | 3 100 | 0,00 | 785 | 22,66 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 837 | 212 | ||||||
| 2025-07-21 | 13F | Hilltop National Bank | 5 077 | −19,76 | 1 286 | −12,64 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 3 870 | 2,49 | 980 | 25,80 | ||||
| 2025-08-13 | 13F | Thor Trading Advisors, Llc | 17 188 | 4 353 | ||||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 260 | 0,00 | 66 | 22,64 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 2 364 | 50,86 | 599 | 85,14 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 6 614 | −0,06 | 1 675 | 22,55 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 805 | 204 | ||||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 598 | 0,00 | 151 | 22,76 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Towercrest Capital Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1 007 | 255 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 1 175 | −0,34 | 298 | 22,22 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 100 | 25 | ||||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 1 378 | 0,00 | 349 | 22,54 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 2 676 | 0,11 | 1 | |||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 382 | 100 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 4 592 | −7,64 | 1 163 | 13,26 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 1 751 | 0,00 | 443 | 22,71 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 30 097 | −4,76 | 7 621 | 16,80 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 8 | 0,00 | 2 | 100,00 | ||||
| 2025-07-28 | 13F | Tlwm | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 3 639 | 77,69 | 922 | 118,25 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 1 572 | 25,36 | 398 | 54,26 | ||||
| 2025-08-18 | 13F/A | Nomura Holdings Inc | Put | 100 000 | 0,00 | 25 323 | 22,64 | |||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 73 049 | 17,28 | 18 498 | 43,84 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1 897 | −4,53 | 480 | 17,07 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 45 036 | 13,77 | 11 404 | 39,53 | ||||
| 2025-08-14 | 13F | Capstone Investment Advisors, Llc | 8 392 | −57,07 | 2 125 | −47,35 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2 378 | 0,13 | 602 | 22,86 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 20 086 | 6,99 | 5 086 | 31,22 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 23 315 | 66,48 | 5 904 | 104,22 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 16 657 | −25,07 | 4 218 | −8,11 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 4 | 0,00 | 1 | |||||
| 2025-07-23 | 13F | Regency Capital Management Inc.\DE | 986 | −9,21 | 250 | 11,16 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 981 | −4,01 | 248 | 17,54 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 186 | 1,09 | 47 | 23,68 | ||||
| 2025-05-14 | 13F | Green Harvest Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Coastline Trust Co | 305 | 0,00 | 77 | 24,19 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 38 162 | 6,53 | 9 664 | 30,65 | ||||
| 2025-08-14 | 13F | Volterra Technologies LP | Call | 107 300 | 27 172 | |||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1 428 | −26,99 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 158 214 | −7,62 | 40 064 | 13,30 | ||||
| 2025-08-14 | 13F | Volterra Technologies LP | Put | 79 900 | 20 233 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 18 256 | 0,05 | 4 623 | 22,70 | ||||
| 2025-05-15 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 1 550 | 0,00 | 393 | 22,50 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 5 602 | 0,00 | 1 419 | 22,66 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 399 763 | −0,70 | 101 232 | 21,78 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 2 107 | 41,60 | 1 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 791 | 200 | ||||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 24 047 | −25,57 | 6 089 | −8,72 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 7 923 | 180,66 | 2 006 | 244,67 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 3 357 | 0,00 | 850 | 22,66 | ||||
| 2025-08-05 | 13F | Core Alternative Capital | 55 | 0,00 | 14 | 18,18 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 1 473 | 373 | ||||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 4 408 | 0,00 | 1 116 | 22,64 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 21 012 | 7,85 | 5 321 | 32,27 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 7 808 | 13,85 | 1 977 | 39,62 | ||||
| 2025-07-09 | 13F | Blodgett Wealth Advisors, Llc | 1 175 | −6,00 | 298 | 15,12 | ||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 5 | 0,00 | 1 | 0,00 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 1 385 | 0,00 | 351 | 22,81 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | Put | 300 | −40,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 455 370 | 5,44 | 1 128 234 | 29,31 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 10 508 | 2 661 | ||||||
| 2025-08-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 1 000 | 0,00 | 253 | 22,82 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 685 770 | −6,85 | 173 658 | 14,23 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 92 215 | −1,09 | 23 352 | 21,30 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 2 550 | −32,38 | 646 | −17,10 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 3 364 | 0,00 | 852 | 22,62 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 14 025 | −5,65 | 3 552 | 15,71 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 1 733 | 0,00 | 439 | 22,69 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 25 905 | 6 560 | ||||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 956 | 242 | ||||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 1 218 | −22,57 | 308 | −4,94 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 18 338 | 4,28 | 4 644 | 27,91 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 5 446 | 5,05 | 1 379 | 28,88 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 111 131 | −3,99 | 28 142 | 17,74 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 12 500 | 237,84 | 3 165 | 314,81 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 153 | 0,00 | 39 | 22,58 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 14 613 | 0,00 | 3 700 | 22,64 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 109 | 34,57 | 28 | 68,75 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 12 176 | −0,20 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 2 622 | 664 | ||||||
| 2025-07-09 | 13F | Biltmore Wealth Management, LLC | 120 988 | −0,44 | 30 638 | 22,10 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | A. D. Beadell Investment Counsel, Inc. | 950 | −2,56 | 0 | |||||
| 2025-07-18 | 13F | Founders Capital Management | 363 | 0,55 | 92 | 22,97 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 2 055 | 0,20 | 520 | 22,93 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 3 771 | 0,00 | 955 | 22,62 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 73 843 | 0,07 | 18 699 | 22,73 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 443 | −3,90 | 112 | 17,89 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 1 065 | −8,51 | 270 | 12,08 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 24 071 | −5,86 | 6 095 | 15,46 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 6 209 | −2,89 | 1 572 | 19,09 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 18 200 | 173,31 | 4 609 | 235,37 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 10 611 | −0,17 | 2 687 | 18,27 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 1 683 | −2,49 | 426 | 19,66 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 22 717 | 21,82 | 5 753 | 49,39 | ||||
| 2025-04-17 | 13F | Foster Victor Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Prairie Sky Financial Group LLC | 1 153 | −9,78 | 292 | 11,03 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 16 160 | 0,00 | 4 092 | 22,66 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 10 003 | −11,70 | 2 533 | 8,29 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 460 | 123 | ||||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 1 547 | 12,02 | 392 | 37,19 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 3 495 | 1,07 | 885 | 23,95 | ||||
| 2025-08-14 | 13F | Rokos Capital Management LLP | 164 970 | 41 782 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 360 640 | −0,32 | 91 325 | 22,25 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 6 573 | −0,92 | 1 665 | 21,55 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 5 648 | 4,69 | 1 430 | 28,48 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 2 456 | 0,00 | 622 | 22,49 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 943 197 | 0,14 | 238 846 | 22,82 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 13 166 | 2,61 | 3 334 | 25,86 | ||||
| 2025-07-10 | 13F | McHugh Group, LLC | 9 932 | 0,00 | 2 515 | 22,68 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 273 | 0,00 | 69 | 23,21 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 618 | 6,74 | 156 | 31,09 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 4 812 | −0,35 | 1 219 | 22,17 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 624 | −13,69 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 944 | −19,66 | 239 | −1,24 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 1 452 | 368 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 186 386 | 2,08 | 47 198 | 25,19 | ||||
| 2025-08-08 | 13F | Parker Investment Management, LLC | 311 660 | −0,10 | 78 922 | 22,52 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 986 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 1 637 | 50,05 | 415 | 84,00 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1 119 | 7,60 | 294 | 31,25 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 813 | −38,36 | 206 | −24,63 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 2 626 | 10,61 | 1 | |||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 1 708 | 0,00 | 433 | 22,73 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 9 945 | −0,34 | 2 518 | 22,23 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 1 765 | −24,31 | 447 | −7,28 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 945 | 239 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 13 681 | −75,88 | 3 465 | −70,42 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 940 | −11,74 | 238 | 8,68 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 742 | 0,00 | 188 | 22,22 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 863 | 0,00 | 219 | 22,47 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 4 999 | −4,71 | 1 266 | 16,81 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 39 222 | −0,12 | 9 932 | 22,50 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 1 104 | 0,00 | 280 | 22,91 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 2 969 | 0,13 | 752 | 22,71 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 258 | 65 | ||||||
| 2025-08-14 | 13F | Meiji Yasuda Life Insurance Co | 103 792 | −8,04 | 26 283 | 12,79 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 1 095 | 0,00 | 277 | 22,57 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 1 300 | 0,00 | 329 | 22,76 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 41 701 | 3,07 | 10 560 | 26,41 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 1 503 | −0,60 | 381 | 21,79 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 20 985 | 16,22 | 5 628 | 49,09 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 400 | 0,00 | 101 | 23,17 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 55 831 | 37,48 | 14 138 | 67,18 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 1 031 | 0,00 | 261 | 23,11 | ||||
| 2025-08-04 | 13F | AdvisorShares Investments LLC | 20 029 | −15,42 | 5 072 | 2,96 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 5 688 | 0,02 | 1 440 | 22,66 | ||||
| 2025-08-13 | 13F | Knuff & Co LLC | 325 | 0,00 | 82 | 22,39 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 21 971 | 1,81 | 5 564 | 24,84 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 8 342 | 0,00 | 2 112 | 22,65 | ||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | Put | 968 900 | 57,03 | 245 355 | 92,59 | |||
| 2025-08-01 | 13F | Fairfield Financial Advisors, LTD | 99 202 | −6,15 | 25 121 | 15,10 | ||||
| 2025-08-14 | 13F | UBS Group AG | 5 001 008 | −6,84 | 1 266 405 | 14,26 | ||||
| 2025-07-24 | NP | THLV - THOR Low Volatility ETF | 17 188 | −77,56 | 3 969 | −77,03 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 4 849 | 0,00 | 1 228 | 22,58 | ||||
| 2025-08-14 | 13F | UBS Group AG | Call | 909 106 | 288,88 | 230 213 | 376,93 | |||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 28 942 | 7 264 | ||||||
| 2025-05-15 | 13F | Point72 Hong Kong Ltd | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 76 226 | 4,58 | 19 303 | 28,25 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 2 796 | 11,26 | 708 | 36,49 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 900 | 228 | ||||||
| 2025-07-18 | 13F | Hudson Value Partners, LLC | 12 287 | −9,40 | 3 111 | 11,11 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 1 134 | 234 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 2 515 | 60,09 | 641 | 100,31 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 962 | −41,27 | 243 | −28,11 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 105 289 | 0,32 | 26 662 | 23,04 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 6 186 | −1,17 | 1 566 | 21,21 | ||||
| 2025-07-17 | 13F | City Holding Co | 7 755 | −6,68 | 1 964 | 14,46 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 873 | 223 | ||||||
| 2025-07-16 | 13F | First American Bank | 1 502 | 5,55 | 380 | 29,69 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 32 978 | 1,14 | 8 351 | 24,05 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 348 | 954,55 | 88 | 1 366,67 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 2 733 600 | −11,50 | 692 230 | 8,53 | |||
| 2025-05-13 | 13F | State of Tennessee, Treasury Department | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | LGT Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 10 127 | 310,33 | 3 | |||||
| 2025-07-09 | 13F | Client First Investment Management LLC | 1 434 | 363 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 1 555 400 | 61,38 | 393 874 | 97,92 | |||
| 2025-08-06 | 13F | Agf Management Ltd | 1 195 060 | 2,24 | 302 623 | 25,39 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 1 142 | 12,07 | 289 | 37,62 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1 869 | 0,32 | 473 | 23,18 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 7 198 | 1,65 | 1 823 | 24,62 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 11 494 | −23,32 | 2 911 | −5,95 | ||||
| 2025-05-20 | 13F/A | Colony Group, LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-12 | 13F | Change Path, LLC | 17 384 | −12,47 | 4 402 | 7,37 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 1 692 | −26,02 | 428 | −9,32 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 522 | −0,19 | 0 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 813 | 206 | ||||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 5 541 | 0,00 | 1 429 | 29,94 | ||||
| 2025-08-14 | 13F | Polymer Capital Management (HK) LTD | 6 700 | 0,00 | 1 697 | 22,63 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 18 838 | −0,60 | 4 770 | 21,90 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 5 557 | −40,19 | 1 407 | −26,64 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 26 291 | −7,46 | 6 658 | 13,48 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 24 296 | 5 017 | ||||||
| 2025-08-04 | 13F | Haven Private, LLC | 3 279 | −15,99 | 830 | 3,11 | ||||
| 2025-08-07 | 13F | Financially Speaking Inc | 24 | 0,00 | 6 | 50,00 | ||||
| 2025-08-08 | 13F | Tiff Advisory Services Inc | 96 003 | 0,00 | 24 311 | 22,64 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 5 162 | −0,21 | 1 307 | 8,74 | ||||
| 2025-07-18 | 13F | Donald L. Hagan, LLC | 22 479 | 8,31 | 5 692 | 32,84 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 700 | 0,00 | 177 | 22,92 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 4 781 | 23,29 | 1 211 | 51,25 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 7 750 | −2,70 | 1 963 | 19,34 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 2 560 | −7,58 | 648 | 13,49 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 1 171 | −13,83 | 297 | 5,71 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 230 911 | 2,13 | 57 828 | 23,20 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 17 727 | 1 317,03 | 4 489 | 1 447,59 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 22 300 | −0,89 | 6 | 25,00 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 25 092 | 234,07 | 6 354 | 309,87 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 8 229 | −2,95 | 2 084 | 19,03 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 9 326 | 9,25 | 2 362 | 34,00 | ||||
| 2025-05-15 | 13F | Bayesian Capital Management, LP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 3 146 | −0,25 | 797 | 22,27 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 1 947 | −0,82 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 2 | 0,00 | 0 | |||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 4 026 | 2,03 | 1 020 | 25,18 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 9 877 | −0,16 | 2 527 | 22,91 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 84 830 | −8,22 | 21 482 | 12,55 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 29 | 314,29 | 7 | 600,00 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 2 065 | 1,67 | 518 | 23,63 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 5 297 | 27,42 | 1 341 | 61,18 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 2 667 | −19,89 | 675 | −1,75 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 165 026 | 7,47 | 41 790 | 31,80 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 138 567 | −2,58 | 35 089 | 19,48 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 12 537 | −7,36 | 3 175 | 0,89 | ||||
| 2025-08-14 | 13F | Peak6 Llc | Put | 119 000 | −29,00 | 30 134 | −12,92 | |||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 2 844 | −6,35 | 720 | 14,83 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 84 178 | −93,59 | 21 316 | −92,14 | ||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 1 000 | 0,00 | 253 | 22,82 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 11 648 | −0,47 | 2 950 | 22,06 | ||||
| 2025-08-14 | 13F | Peak6 Llc | Call | 55 900 | −48,57 | 14 156 | −36,93 | |||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 16 655 | −5,24 | 4 180 | 16,63 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 578 235 | −2,34 | 146 | 19,67 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 37 720 | 1,65 | 9 552 | 24,65 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 23 703 | −1,72 | 6 002 | 20,52 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 971 | 13,04 | 246 | 38,42 | ||||
| 2025-05-15 | 13F | Centiva Capital, LP | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-11 | 13F | Bedell Frazier Investment Counseling, LLC | 1 079 | −2,44 | 273 | 19,74 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 1 220 | 0,00 | 309 | 22,71 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 12 347 | −4,71 | 3 127 | 16,86 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | Call | 0 | −100,00 | 0 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 60 660 | 87,63 | 15 361 | 130,13 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 32 082 | 4,70 | 8 124 | 28,42 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 320 873 | 4,76 | 82 452 | 30,37 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 4 383 | −0,30 | 1 110 | 22,27 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 2 850 | 0,00 | 722 | 22,62 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 23 180 | 2,56 | 5 870 | 25,78 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 6 626 | −2,07 | 1 678 | 20,04 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 2 833 | 7,56 | 717 | 32,04 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 1 573 | 14,57 | 398 | 40,64 | ||||
| 2025-08-14 | 13F | LMR Partners LLP | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 5 158 | 4,77 | 1 306 | 28,54 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 1 896 | 11,40 | 480 | 36,75 | ||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 10 927 | 2 767 | ||||||
| 2025-05-15 | 13F | Dimension Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 3 032 | −9,06 | 768 | 11,48 | ||||
| 2025-07-11 | 13F | Bell Bank | 1 487 | 41,22 | 377 | 73,27 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 161 | −33,47 | 41 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 53 523 | 8,52 | 13 554 | 33,09 | ||||
| 2025-08-25 | NP | Connetic Venture Capital Access Fund | 1 655 | −22,59 | 419 | −4,99 | ||||
| 2025-05-09 | 13F | Evolution Advisers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 7 436 | 7,88 | 1 883 | 32,16 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 6 041 | 314,90 | 1 530 | 409,67 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 11 157 | 2,57 | 2 829 | 25,80 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 38 378 | 131,36 | 7 924 | 105,44 | ||||
| 2025-07-31 | 13F | Peterson Wealth Services | 524 | 0,00 | 133 | 22,22 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 211 | 0,00 | 53 | 23,26 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 2 165 | 0,00 | 548 | 22,60 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 164 | 30,16 | 42 | 57,69 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 34 996 | −2,47 | 8 861 | 19,60 | ||||
| 2025-07-14 | 13F | Steigerwald, Gordon & Koch Inc. | 1 015 | 0,00 | 257 | 22,97 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 11 110 | 17,68 | 2 813 | 44,33 | ||||
| 2025-08-07 | 13F/A | Ellerson Group Inc /adv | 790 | 200 | ||||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 49 477 | −1,47 | 13 | 20,00 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 11 400 | 5,63 | 2 887 | 29,53 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 11 585 | 0,00 | 2 934 | 22,62 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 63 078 | 15,14 | 15 973 | 41,22 | ||||
| 2025-08-11 | 13F | Managed Asset Portfolios, Llc | 1 454 | −10,47 | 368 | 9,85 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 6 862 | −3,05 | 1 738 | 18,89 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 3 765 | −79,25 | 953 | −74,56 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 24 | 0,00 | 6 | 50,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 1 572 224 | 0,36 | 398 134 | 23,09 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 2 519 | 5,35 | 1 | |||||
| 2025-08-13 | 13F | ESG Planning | 6 883 | 1,18 | 1 743 | 24,07 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 2 436 | 0,00 | 503 | 0,00 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 1 362 | 0,00 | 345 | 22,42 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 3 854 | −0,16 | 976 | 22,46 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 4 233 | −14,40 | 1 072 | 4,90 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 5 662 | 14,36 | 1 434 | 40,22 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 53 525 | −2,91 | 13 554 | 19,08 | ||||
| 2025-08-01 | 13F | Mizuho Markets Americas Llc | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund | 96 003 | 0,00 | 24 311 | 22,64 | ||||
| 2025-08-12 | 13F | Main Management LLC | 197 108 | −8,46 | 50 | 11,36 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 3 700 | 345,78 | 937 | 447,37 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Union Savings Bank | 108 | −91,71 | 28 | −89,59 | ||||
| 2025-07-16 | 13F | Ironwood Wealth Management, Inc. | 39 986 | −2,95 | 10 248 | 27,97 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 11 032 | 1,29 | 2 794 | 24,19 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 65 | −66,32 | 16 | −58,97 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 30 775 | 7 793 | ||||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 134 190 | −1,56 | 33 981 | 20,73 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 34 165 | −0,40 | 8 652 | 22,15 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 1 011 | 0,10 | 256 | 22,60 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 33 986 | −17,54 | 8 606 | 1,13 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 2 264 | −66,30 | 573 | −58,69 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 656 | 6,32 | ||||||
| 2025-07-23 | 13F | Massachusetts Wealth Management | 40 508 | 2,61 | 10 258 | 25,84 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 3 180 | 0,00 | 805 | 22,71 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 1 799 | 0,00 | 456 | 22,64 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 2 089 | −30,78 | 529 | −15,25 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 1 451 | 16,73 | 0 | |||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 4 809 901 | 4,11 | 1 218 011 | 27,69 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 1 136 | −6,12 | 288 | 15,26 | ||||
| 2025-08-05 | 13F | Tufton Capital Management | 1 419 | 0,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 546 443 | 4,34 | 138 374 | 27,96 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB | 768 000 | −2,78 | 194 481 | 19,23 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 679 | 0,00 | 172 | 22,14 | ||||
| 2025-05-14 | 13F | Mizuho Bank, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 15 206 | −1,36 | 3 851 | 20,96 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 3 754 | 0,00 | 951 | 22,58 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 695 261 | −2,31 | 176 061 | 19,81 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 17 892 | 13 558,02 | 4 531 | 16 677,78 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 555 500 | 14,33 | 141 | 40,00 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 1 678 | 5,53 | 440 | 39,37 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 974 | 0,00 | 247 | 22,39 | ||||
| 2025-07-16 | 13F | FCG Investment Co | 1 367 | −25,01 | 346 | −7,98 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 12 430 | 8,77 | 3 148 | 33,40 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 25 408 | 0,00 | 6 434 | 22,65 | ||||
| 2025-08-14 | 13F | Fmr Llc | 187 008 | −1,59 | 47 356 | 20,70 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 84 184 | 46,95 | 21 318 | 80,22 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 4 687 | 0,06 | 1 187 | 22,65 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 14 319 | 4,37 | 3 626 | 28,00 | ||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 97 694 | 120,70 | 24 739 | 170,67 | ||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 2 672 | 0,00 | 677 | 22,69 | ||||
| 2025-05-13 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 1 380 | −1,15 | 350 | 21,18 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 2 294 | −57,40 | 581 | −47,79 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 76 835 | −0,70 | 19 457 | 21,79 | ||||
| 2025-07-23 | 13F | Golden Reserve Retirement LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 3 653 | 43,37 | 925 | 75,86 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 253 129 | −0,65 | 64 100 | 21,84 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 51 439 | −26,45 | 13 026 | −9,81 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 2 240 | −1,84 | 567 | 20,43 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 36 251 | −0,35 | 9 180 | 22,21 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 298 | 1,71 | 75 | 25,00 | ||||
| 2025-08-13 | 13F | Menard Financial Group LLC | 6 759 | −1,43 | 1 712 | 16,79 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 302 800 | −0,85 | 76 678 | 21,60 | ||||
| 2025-08-12 | 13F | Eisler Capital Management Ltd. | Put | 80 000 | 0,00 | 20 254 | 22,64 | |||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 17 438 | 1,32 | 4 416 | 24,26 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 4 354 | −11,67 | 1 103 | 8,36 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 830 | 210 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 160 | 0,00 | 41 | 21,21 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 29 591 | 0,00 | 7 493 | 22,66 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 14 736 | −0,15 | 3 732 | 22,45 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 811 | 205 | ||||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 25 092 | 19,25 | 5 181 | 5,89 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 132 | 33 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 360 998 | −2,55 | 91 416 | 19,52 | ||||
| 2025-04-28 | 13F | PICTET BANK & TRUST Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | TEBRX - The Teberg Fund | 2 100 | 0,00 | 532 | 22,63 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 828 | −78,29 | 463 | −76,39 | ||||
| 2025-08-14 | 13F | LMR Partners LLP | Put | 0 | −100,00 | 0 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 1 739 | −11,68 | 440 | 8,37 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 4 244 | 1 075 | ||||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 1 586 | 0,00 | 402 | 22,63 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 6 775 | −1,22 | 1 716 | 21,12 | ||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 153 025 | 38 751 | ||||||
| 2025-08-14 | 13F | Apriem Advisors | 2 583 | 0,00 | 654 | 22,70 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 620 | 0,00 | 157 | 22,66 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 4 525 | −2,48 | 1 146 | 19,52 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 1 673 | −26,27 | 424 | −9,62 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 2 508 | 3,68 | 635 | 32,36 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 3 268 | −4,16 | 828 | 17,64 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 5 977 | 2,43 | 1 578 | 29,77 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 3 285 | 0,95 | 832 | 23,85 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 2 354 | 0,00 | 596 | 27,90 | ||||
| 2025-08-15 | 13F | Harvest Fund Management Co., Ltd | 948 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 1 075 | 0,00 | 272 | 23,08 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 6 146 | −0,32 | 1 556 | 22,23 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 26 577 | −6,38 | 6 730 | 14,83 | ||||
| 2025-08-28 | NP | XLSR - SPDR(R) SSGA US Sector Rotation ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 517 512 | −57,32 | 131 050 | −47,66 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 979 | 0,10 | 248 | 22,89 | ||||
| 2025-07-30 | NP | EQL - Alps Equal Sector Weight ETF | 213 562 | 17,12 | 49 314 | 19,92 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 3 050 | 108,05 | 772 | 153,11 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 2 651 | 2 185,34 | 671 | 2 817,39 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 782 | −1,00 | 451 | 7,89 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 142 661 | 1,06 | 36 126 | 23,95 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 66 402 | −3,03 | 16 815 | 18,93 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 3 265 | 0,46 | 827 | 23,10 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1 659 | 151,75 | 420 | 208,82 | ||||
| 2025-07-30 | 13F | Beech Hill Advisors, Inc. | 14 722 | −1,57 | 3 728 | 20,73 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 229 | 157,30 | 58 | 190,00 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 13 137 | −7,73 | 3 327 | 13,17 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 26 783 | 0,09 | 6 782 | 22,75 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 7 113 | 4,13 | 1 801 | 27,73 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 13 249 | 172,67 | 3 355 | 234,40 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 14 526 | 3 678 | ||||||
| 2025-08-08 | 13F | Wrapmanager Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 660 | −11,41 | 167 | 9,15 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 1 184 | 0,00 | 300 | 22,54 | ||||
| 2025-07-16 | 13F | American National Bank | 856 | 5,16 | 217 | 28,57 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 1 451 | −22,36 | 367 | −4,68 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 23 990 | −0,10 | 6 075 | 22,51 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 10 067 | −4,42 | 2 549 | 17,25 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 952 | 0,00 | 241 | 22,96 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 42 811 | 4,68 | 10 841 | 28,38 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 33 127 | −8,40 | 8 389 | 12,35 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 2 382 | −36,72 | 603 | −22,39 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Westwood Holdings Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 10 398 | 12,65 | 2 633 | 26,10 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 61 625 | 18,26 | 15 605 | 45,04 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 9 520 | −14,81 | 2 411 | 4,46 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 1 500 | −1,45 | 0 | |||||
| 2025-07-30 | 13F | TFB Advisors LLC | 1 591 | 11,03 | 403 | 36,27 | ||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 1 000 | −9,09 | 253 | 11,45 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 8 840 | −4,46 | 2 239 | 17,17 | ||||
| 2025-08-13 | 13F | Morton Community Bank | 4 480 | 1 134 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 857 | −7,35 | 177 | −17,67 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 223 | 0,00 | 56 | 19,57 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 2 284 | 0,22 | 578 | 22,98 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 4 737 | 0,00 | 1 200 | 22,60 | ||||
| 2025-07-10 | 13F | Carderock Capital Management Inc | 159 | 40 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 2 345 | 6,64 | 594 | 30,62 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 11 711 | −72,20 | 2 966 | −65,91 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 10 026 | 0,14 | 2 539 | 22,79 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 1 665 | −2,35 | 422 | 6,31 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 3 757 | −9,27 | 951 | 11,23 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 8 347 | −1,38 | 2 114 | 20,95 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 3 107 | −89,18 | 787 | −86,74 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 4 204 | −0,10 | 1 065 | 22,58 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 182 263 | 1 414,94 | 46 154 | 1 758,05 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | Put | 14 100 | −70,19 | 3 571 | −63,44 | |||
| 2025-08-14 | 13F | Camden Capital, LLC | 8 431 | 41,55 | 2 135 | 73,64 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 844 | 467 | ||||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 17 816 | −11,80 | 4 512 | 8,18 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 34 110 | 0,55 | 8 638 | 23,32 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 26 736 | −0,93 | 6 770 | 21,50 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 6 898 | −1,32 | 1 747 | 21,00 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 4 559 | −1,32 | 1 207 | 26,55 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 19 478 | −20,50 | 4 932 | −2,49 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 902 | 0,00 | 228 | 22,58 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 3 645 | 91,54 | 923 | 134,86 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 250 | −16,67 | 63 | 3,28 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 13 508 | 3 421 | ||||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 1 078 | 1,99 | 273 | 25,23 | ||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 22 743 | −0,49 | 5 759 | 22,04 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 6 520 | −12,86 | 1 651 | 6,93 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 4 967 | 6,50 | 1 258 | 30,53 | ||||
| 2025-05-28 | NP | GAL - SPDR SSGA Global Allocation ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23 226 | 57 965,00 | 4 796 | 53 177,78 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 1 021 | −2,85 | 259 | 18,89 | ||||
| 2025-04-17 | 13F | Abound Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Tacita Capital Inc | 592 | 0,00 | 150 | 22,13 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 3 862 | −2,15 | 978 | 20,02 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 22 103 | 8,68 | 5 597 | 33,29 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 1 913 | 0,00 | 484 | 22,84 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Put | 78 100 | −31,37 | 19 777 | −15,83 | |||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Call | 42 000 | −6,87 | 10 636 | 14,21 | |||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 7 461 | −7,05 | 1 889 | 14,00 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 2 282 | 1,97 | 1 | |||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 239 | −10,15 | 61 | 11,11 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 39 233 | 69,40 | 9 935 | 107,76 | ||||
| 2025-05-15 | 13F | Cullen Capital Management, LLC | 1 877 | −93,49 | 388 | −94,22 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 42 014 | 72,07 | 10 639 | 111,05 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 52 057 | 94,81 | 13 182 | 138,93 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 17 393 | −0,78 | 4 527 | 19,67 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 34 940 | 8 848 | ||||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 39 680 | −0,05 | 10 048 | 22,60 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 5 474 | −11,42 | 1 386 | 8,62 | ||||
| 2025-03-26 | NP | DWAT - Arrow DWA Tactical ETF | 1 093 | 0,00 | 252 | 4,13 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 2 802 | 0,00 | 579 | 0,00 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 4 906 | −13,28 | 1 242 | 6,34 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | jvl associates llc | 9 189 | 0,01 | 2 327 | 22,61 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 574 | 0,00 | 145 | 22,88 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 176 648 | −1,79 | 44 733 | 20,45 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 2 159 | 16,83 | 547 | 43,31 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 22 404 | 98,90 | 4 626 | 76,63 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 2 419 | −18,88 | 613 | −0,49 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 29 861 | −55,53 | 7 562 | −45,46 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 1 636 | −22,32 | 414 | −5,26 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 4 580 | −8,20 | 1 160 | 12,52 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 7 292 | 40,69 | 1 847 | 72,52 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 1 874 400 | 18,24 | 474 654 | 45,02 | |||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 4 816 | −7,83 | 1 220 | 0,41 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 801 | 203 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 2 805 700 | 47,63 | 710 487 | 81,06 | |||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 1 780 | 0,00 | 451 | 22,62 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 9 534 | 0,00 | 2 414 | 22,66 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 12 640 | 132,52 | 3 201 | 185,20 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 131 617 | −1,91 | 33 329 | 20,30 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 1 631 | −0,12 | 413 | 22,55 | ||||
| 2025-08-14 | 13F | First Wilshire Securities Management Inc | 3 950 | 0,00 | 1 000 | 22,70 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5 205 | −1,33 | 1 318 | 21,03 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 6 407 | 0,00 | 1 622 | 22,69 | ||||
| 2025-07-22 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 910 | 230 | ||||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 4 124 | −16,48 | 1 044 | 2,45 | ||||
| 2025-06-16 | 13F | Peterson Wealth Management | 28 474 | 1,54 | 5 879 | −9,83 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 1 472 | 0,00 | 373 | 22,77 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 17 384 | −10,63 | 4 402 | 9,61 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 17 368 | 1,32 | 4 | 33,33 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 16 963 | 2,22 | 4 296 | 25,36 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 3 405 | 0,00 | 862 | 22,62 | ||||
| 2025-04-15 | 13F | Curated Wealth Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | 1st Source Bank | 1 736 | 0,00 | 440 | 22,63 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 62 717 | 22,75 | 15 882 | 50,53 | ||||
| 2025-07-22 | 13F | Sava Infond d.o.o. | 700 | 0,00 | 177 | 22,92 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 11 454 | 6,96 | 3 | 0,00 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 42 360 | 0,90 | 10 727 | 23,74 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 17 783 | −23,01 | 4 503 | −5,58 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 142 460 | −4,74 | 36 075 | 16,82 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 4 312 | 0,00 | 1 092 | 22,58 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 3 820 | 0,03 | 967 | 22,72 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 7 949 | 0,24 | 2 013 | 22,91 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 33 481 | −2,68 | 8 478 | 19,36 | ||||
| 2025-08-05 | 13F | Gruss & Co., LLC | 1 500 | 50,00 | 380 | 83,98 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 2 904 | 0,45 | 735 | 23,32 | ||||
| 2025-08-11 | 13F | Gr Financial Group, Llc | 33 437 | 8 467 | ||||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 104 569 | −0,39 | 26 480 | 22,16 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 1 758 | 445 | ||||||
| 2025-07-17 | 13F | XML Financial, LLC | 7 683 | −7,46 | 1 946 | 13,48 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 9 707 | 2 458 | ||||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 53 | 0,00 | 13 | 30,00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 10 651 | 21,39 | 2 697 | 48,92 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 10 546 | −67,21 | 2 671 | −59,80 | ||||
| 2025-08-14 | 13F | Broyhill Asset Management | 4 300 | 0,00 | 1 089 | 22,66 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 65 111 | 6,71 | 16 488 | 30,88 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 15 995 | 79,38 | 4 051 | 95,37 | ||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 1 144 | 4,67 | 290 | 28,44 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 595 | 91,94 | 151 | 134,38 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Canton Hathaway, LLC | 20 310 | −0,98 | 5 | 25,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 64 107 | −16,34 | 16 234 | 2,60 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 350 042 | 7,17 | 88 641 | 31,44 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 1 668 | −11,23 | 422 | 9,04 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 581 | 147 | ||||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 11 560 | 1,67 | 3 | 0,00 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 1 617 | 2,67 | 416 | 27,69 | ||||
| 2025-08-13 | 13F | West Chester Capital Advisors, Inc | 5 622 | 16,35 | 1 424 | 42,73 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 1 893 | −88,77 | 479 | −86,24 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 19 | 0,00 | 5 | 33,33 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 12 551 | −40,74 | 3 150 | −29,03 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 2 256 | 0,04 | 571 | 22,80 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 2 351 | −5,09 | 595 | 16,44 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 21 834 | −17,94 | 5 529 | 0,64 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 11 325 | 0,00 | 2 868 | 22,63 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 2 599 | 8,34 | 658 | 32,93 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 2 013 | −16,30 | 510 | 2,62 | ||||
| 2025-08-14 | 13F | Point72 Asset Management, L.P. | 137 245 | 5,57 | 34 755 | 29,48 | ||||
| 2025-08-14 | 13F | Point72 Asset Management, L.P. | Call | 15 100 | 3 824 | |||||
| 2025-08-14 | 13F | Point72 Asset Management, L.P. | Put | 66 500 | 16 840 | |||||
| 2025-04-11 | 13F | StoneCrest Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 99 677 | −0,52 | 25 241 | 22,00 | ||||
| 2025-08-08 | 13F | WP Advisors, LLC | 4 046 | 15,11 | 1 025 | 41,24 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1 141 | −69,05 | 289 | −62,16 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 1 443 | 365 | ||||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 10 176 | 552,73 | 2 577 | 702,49 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 101 375 | −0,97 | 25 671 | 21,45 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 13 291 | 0,71 | 3 366 | 23,53 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 3 261 | −19,56 | 826 | −1,43 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 22 797 | 3,19 | 5 773 | 26,55 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 118 632 | 1,72 | 30 041 | 24,75 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 1 363 | 3,73 | 345 | 27,31 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 3 463 | 69,59 | 879 | 108,06 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 27 121 | −2,73 | 6 868 | 19,28 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 2 647 | 0,00 | 670 | 22,71 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 1 490 | −7,85 | 377 | 13,21 | ||||
| 2025-04-29 | 13F | REDW Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 3 808 | 0,03 | 964 | 22,65 | ||||
| 2025-07-15 | 13F | Bnc Wealth Management, Llc | 2 292 | 0,26 | 580 | 22,88 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 1 780 | 0,00 | 451 | 22,62 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 3 927 | −19,89 | 995 | −1,78 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 3 104 | 10,70 | 786 | 35,99 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 1 886 | 0,00 | 0 | |||||
| 2025-03-17 | 13F | Members Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F/A | Sendero Wealth Management, LLC | 14 021 | 0,00 | 3 551 | 22,63 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 68 758 | 11,01 | 17 | 41,67 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 3 614 | 16,06 | 915 | 42,52 | ||||
| 2025-08-13 | 13F | Standard Family Office LLC | 1 744 | 0,00 | 442 | 22,50 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 1 814 | 12,88 | 459 | 38,67 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 2 178 | 0,00 | 552 | 22,72 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 10 397 | 24,49 | 2 633 | 52,67 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 104 | −5,65 | 533 | 15,65 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 1 082 | 0,09 | 274 | 22,87 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 57 | 5,56 | 14 | 27,27 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 270 274 | 0,51 | 68 442 | 23,26 | ||||
| 2025-08-07 | 13F | Marathon Trading Investment Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Mark Sheptoff Financial Planning, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Pinnacle Wealth Management, LLC | 957 | 242 | ||||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 26 566 | −0,38 | 6 727 | 22,18 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 2 441 | −7,22 | 618 | 13,81 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 13 577 | 7,31 | 3 438 | 31,62 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 2 846 | 147,69 | 721 | 203,80 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 814 | 206 | ||||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 2 732 | 1,86 | 692 | 24,95 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 14 017 | 2,55 | 3 550 | 25,76 | ||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 1 627 | 1,43 | 412 | 24,47 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 6 003 | 0,00 | 1 520 | 22,68 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 1 667 | 1,96 | 422 | 25,22 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 7 917 | −3,95 | 2 005 | 17,74 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 911 | 231 | ||||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 7 790 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 5 256 | 19,48 | 1 331 | 46,59 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 37 292 | −63,05 | 9 | −55,00 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 10 903 | 17,99 | 3 | 100,00 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 1 403 | −5,78 | 355 | 15,64 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 25 964 | −5,05 | 6 575 | 16,44 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 264 908 | −24,13 | 67 083 | −6,95 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 7 756 | 0,45 | 1 964 | 23,21 | ||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 4 613 | −23,18 | 1 168 | −5,73 | ||||
| 2025-07-28 | NP | AGOX - Adaptive Growth Opportunities ETF | 29 394 | −3,09 | 6 787 | −0,77 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 30 902 | 0,69 | 7 825 | 23,50 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 20 873 | 5,60 | 5 286 | 29,50 | ||||
| 2025-05-15 | 13F | Qube Research & Technologies Ltd | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-05-12 | 13F | Fayez Sarofim & Co | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 37 750 | 3,23 | 9 559 | 26,61 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 206 306 | −2,34 | 52 237 | 19,76 | ||||
| 2025-05-06 | 13F | M1 Capital Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 20 868 | −1,67 | 5 285 | 20,58 | ||||
| 2025-08-04 | 13F | Balentine LLC | 909 | 0,00 | 230 | 22,99 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 1 964 | −30,43 | 501 | −14,09 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 11 045 | −8,00 | 2 797 | 11,84 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 4 013 | 0,05 | 1 016 | 22,71 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1 069 492 | −3,67 | 270 827 | 18,14 | ||||
| 2025-08-06 | 13F | Yelin Lapidot Holdings Management Ltd. | 15 230 | 0,00 | 3 857 | 22,65 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 1 550 | 55,00 | 393 | 90,29 | ||||
| 2025-07-29 | 13F | Stableford Capital Ii Llc | 999 | −11,04 | 262 | 20,83 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 903 | 229 | ||||||
| 2025-05-15 | 13F | Old Mission Capital Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 578 | 0,00 | 146 | 22,69 | ||||
| 2025-08-14 | 13F | FIL Ltd | 27 065 | 7,20 | 6 854 | 31,46 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 16 299 | 45,06 | 4 128 | 77,89 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 1 648 | 65,79 | 434 | 111,22 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 1 992 | 60,65 | 504 | 96,88 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 13 929 | −2,51 | 3 527 | 19,60 | ||||
| 2025-08-14 | 13F | Quantessence Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 197 | 0,00 | 50 | 22,50 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 7 664 | −4,21 | 1 941 | 17,43 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Put | 58 700 | −90,11 | 14 865 | −87,87 | |||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 24 138 | 0,02 | 6 112 | 22,66 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | 306 934 | 77 725 | ||||||
| 2025-07-28 | 13F | Davidson Trust Co | 836 | 212 | ||||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Measured Risk Portfolios, Inc. | 1 644 | 1,67 | 416 | 24,92 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 119 958 | 294,27 | 30 377 | 382,71 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 1 153 | 292 | ||||||
| 2025-08-08 | 13F | Fiera Capital Corp | 40 451 | −17,03 | 10 243 | 1,76 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 10 845 | 8,67 | 2 746 | 33,30 | ||||
| 2025-08-14 | 13F | Cypress Asset Management Inc/tx | 2 194 | 0,00 | 556 | 22,52 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 59 100 | −0,99 | 14 966 | 26,39 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 26 627 | 15,06 | 6 743 | 41,11 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 6 360 | 0,59 | 1 610 | 23,37 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 1 206 | 0,08 | 305 | 22,98 | ||||
| 2025-08-14 | 13F | Atom Investors LP | 10 118 | 2 562 | ||||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Dauntless Investment Group, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 7 699 | 0,04 | 1 950 | 22,66 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 212 | 0,00 | 54 | 23,26 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 33 036 | −69,81 | 8 366 | −62,97 | ||||
| 2025-07-30 | 13F | Sterling Investment Management, Inc. | 3 711 | −4,40 | 940 | 17,23 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 7 175 | 8,75 | 1 817 | 33,33 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 7 543 | −48,74 | 1 910 | −37,13 | ||||
| 2025-05-07 | 13F | Brown Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 59 595 | 12,98 | 15 091 | 38,56 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 600 | 0,00 | 152 | 22,76 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 13 781 | −1,06 | 3 490 | 21,31 |
