Grundläggande statistik
| Institutionella ägare | 754 total, 743 long only, 4 short only, 7 long/short - change of −3,94% MRQ |
| Genomsnittlig portföljallokering | 0.3400 % - change of −10,17% MRQ |
| Institutionella aktier (lång) | 143 808 174 (ex 13D/G) - change of −9,66MM shares −6,30% MRQ |
| Institutionellt värde (lång) | $ 5 654 363 USD ($1000) |
Institutionellt ägande och aktieägare
The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund (US:XLRE) har 754 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 143,845,818 aktier. Största aktieägare inkluderar Creative Planning, Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Wells Fargo & Company/mn, Cassaday & Co Wealth Management LLC, Bnp Paribas Arbitrage, Sa, Phoenix Holdings Ltd., Goldman Sachs Group Inc, and Ameriprise Financial Inc .
The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund (ARCA:XLRE) 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 18, 2025 is 42,06 / share. Previously, on September 18, 2024, the share price was 44,87 / share. This represents a decline of 6,27% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 37 793 | 68,58 | 1 565 | 66,84 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 27 783 | 7,99 | 1 167 | 14,43 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 100 260 | 100,13 | 4 174 | 99,14 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3 202 | −48,20 | 133 | −48,84 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 6 442 | 0,00 | 267 | −1,12 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 168 132 | −22,78 | 6 970 | −23,53 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 9 865 | −0,91 | 409 | −1,92 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 98 337 | −0,55 | 4 073 | −1,57 | ||||
| 2025-08-26 | NP | LCORX - Leuthold Core Investment Fund Retail Class | Short | −19 041 | −0,00 | −789 | −1,01 | |||
| 2025-05-15 | 13F | Putnam Fl Investment Management Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6 515 | 270 | ||||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 6 828 | −2,93 | 286 | −0,35 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 6 179 | −4,57 | 256 | −5,56 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 6 261 | 16,46 | 259 | 15,63 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 406 381 | −3,27 | 17 | −5,88 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 237 885 | 4,45 | 9 853 | 3,38 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 10 027 | −0,39 | 415 | −1,43 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 82 | 0,00 | 3 | 0,00 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 32 109 | −11,39 | 1 330 | −12,34 | ||||
| 2025-08-28 | NP | RQEAX - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares | 4 800 | 0,00 | 199 | −1,00 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 290 865 | −1,80 | 12 048 | −2,81 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 150 203 | 13,05 | 6 221 | 11,89 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | Put | 1 000 | 4 142 | |||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 2 389 305 | −33,84 | 98 965 | −34,51 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 29 387 | 4,60 | 1 217 | 3,57 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1 645 | −20,99 | 68 | −21,84 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 6 933 | 0,00 | 288 | −1,03 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 18 | 0,00 | 1 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 8 596 | 356 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 416 973 | 15,64 | 17 271 | 14,45 | ||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 770 487 | 12,23 | 31 914 | 11,08 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 171 121 | 18,89 | 7 088 | 17,67 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12 284 | −58,21 | 509 | −58,70 | ||||
| 2025-08-13 | 13F | Thor Trading Advisors, Llc | 86 595 | 3 587 | ||||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 735 | 0,00 | 30 | 0,00 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 32 285 | −23,95 | 1 337 | −24,72 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 143 | 6 | ||||||
| 2025-04-24 | 13F | Money Concepts Capital Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 4 849 | −80,49 | 201 | −80,77 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 29 303 | −10,39 | 1 214 | −11,33 | ||||
| 2025-08-13 | 13F | Bollard Group LLC | 617 | 0,65 | 0 | |||||
| 2025-07-21 | 13F | Impact Investors, Inc | 14 197 | 3,33 | 588 | 2,26 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 31 727 | 5,51 | 1 326 | 8,96 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 6 704 | −9,54 | 280 | −6,69 | ||||
| 2025-08-07 | 13F/A | Curat Global, LLC | 820 | 0,00 | 34 | −2,94 | ||||
| 2025-05-14 | 13F | Walleye Trading LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-04-29 | 13F | Bolthouse Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Capstone Investment Advisors, Llc | 10 033 | −26,54 | 416 | −27,32 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 41 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 27 007 | 3,36 | 1 119 | 2,29 | ||||
| 2025-06-30 | NP | TACK - Fairlead Tactical Sector ETF | 669 050 | −2,01 | 27 632 | 11,83 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 038 | 0,00 | 43 | −2,33 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 32 745 | −43,11 | 1 | −50,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 18 078 | 8,40 | 749 | 7,32 | ||||
| 2025-05-14 | 13F | Quantitative Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 2 029 | 12,47 | 84 | 12,00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 87 138 | 6,93 | 3 609 | 5,84 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 588 | 0,76 | 66 | 0,00 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | CAP Partners, LLC | 84 010 | 4,62 | 3 480 | 3,54 | ||||
| 2025-08-14 | 13F | Comerica Bank | 42 975 | −4,50 | 1 780 | −5,47 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 7 827 | 0,00 | 324 | −0,92 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6 632 065 | −2,96 | 274 700 | −3,96 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 14 556 | 603 | ||||||
| 2025-05-15 | 13F | Schonfeld Strategic Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 29 227 | 7,91 | 1 211 | 6,80 | ||||
| 2025-04-28 | 13F | Vontobel Holding Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Peoples Bank/KS | 17 802 | 0,96 | 737 | 0,00 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 71 209 | −4,00 | 2 949 | −4,99 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 470 029 | 1,29 | 19 469 | 0,24 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 184 432 | 2,45 | 49 059 | 1,40 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 3 478 | 144 | ||||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 145 256 | 16,71 | 6 016 | 15,51 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 167 249 | −8,01 | 6 927 | −8,95 | ||||
| 2025-05-08 | 13F | Heritage Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 217 | 26,16 | 9 | 14,29 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 78 | 1,30 | 3 | 0,00 | ||||
| 2025-05-13 | 13F | Forefront Analytics, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | First National Trust Co | 7 400 | 2,98 | 307 | 2,00 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 26 459 | 9,01 | 1 096 | 7,88 | ||||
| 2025-08-13 | 13F | Berbice Capital Management LLC | 800 | 300,00 | 33 | 312,50 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 14 412 | 3,82 | 597 | 2,76 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5 327 | 4,23 | 221 | 3,29 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 872 949 | 23,49 | 36 158 | 22,22 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 5 172 | −23,78 | 212 | −24,82 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 10 817 | 10,99 | 448 | 10,07 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1 228 | 0,00 | 51 | −1,96 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 8 130 | −47,97 | 337 | −48,55 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 16 | 0,00 | 0 | |||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 5 319 | −6,99 | 220 | −6,78 | ||||
| 2025-08-14 | 13F | CTC Alternative Strategies, Ltd. | 78 870 | 3 267 | ||||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 5 223 | 216 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 88 159 | −0,43 | 3 652 | −1,46 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 171 | −13,20 | 7 | −12,50 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 17 922 | 0,00 | 742 | −1,07 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 28 447 | −88,79 | 1 178 | −88,79 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 13 590 | −3,87 | 563 | −4,91 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 816 | 1,37 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 31 155 | 346 066,67 | 1 290 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 094 | −99,09 | 45 | −99,10 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 12 502 | 0,96 | 518 | −0,19 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 37 223 | −23,33 | 1 542 | −24,13 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 20 235 | 1,12 | 838 | 0,12 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 17 279 | −2,87 | 716 | −3,90 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6 660 | 4,23 | 276 | 3,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 173 003 | −22,02 | 7 166 | −22,82 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 33 224 | 6,11 | 1 390 | 9,19 | ||||
| 2025-08-15 | 13F | Concentric Capital Strategies, LP | 30 059 | 1 245 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 21 291 | −30,02 | 882 | −30,79 | ||||
| 2025-07-31 | 13F | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 104 758 | 0,00 | 4 342 | −0,91 | ||||
| 2025-05-14 | 13F | D L Carlson Investment Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1 634 | 1 156,92 | 68 | 1 240,00 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 45 748 | 8,64 | 1 914 | 9,75 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 6 436 | 11,18 | 267 | 9,92 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 7 710 | 8,24 | 322 | 21,97 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 482 707 | 1,78 | 19 994 | 0,74 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 7 115 | 0,00 | 295 | −1,01 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5 931 | 9,37 | 246 | 8,41 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 64 663 | 79,39 | 2 678 | 77,59 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 147 | −28,64 | 6 | −25,00 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 38 759 | 5,37 | 1 605 | 4,29 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 2 | −90,91 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 9 206 | 24,49 | 381 | 27,42 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 22 420 | −2,53 | 929 | −3,53 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 44 391 | 1,12 | 1 839 | 0,05 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Stockman Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | AMG National Trust Bank | 11 468 | 27,88 | 475 | 26,67 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 21 793 | 33,63 | 903 | 40,06 | ||||
| 2025-06-30 | NP | ASTIX - Astor Dynamic Allocation Fund Class I shares | 80 683 | −6,99 | 3 332 | −7,24 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9 519 | 9,36 | 391 | 9,52 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 303 635 | 5,17 | 12 577 | 7,32 | ||||
| 2025-08-11 | 13F | Citigroup Inc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 16 258 | 4,32 | 673 | 3,22 | ||||
| 2025-06-30 | NP | ASPGX - Astor Sector Allocation Fund Class A Shares | 15 005 | −13,83 | 620 | −17,69 | ||||
| 2025-04-14 | 13F | Moulton Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | NP | THLV - THOR Low Volatility ETF | 86 595 | −53,92 | 3 614 | −57,28 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 525 | 0,00 | 22 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 37 386 268 | 8,34 | 1 548 539 | 7,23 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 19 038 | −11,27 | 788 | −12,15 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 7 896 | −16,23 | 327 | −17,01 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 1 108 400 | −13,83 | 45 910 | −14,72 | |||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 8 771 | −19,83 | 363 | −20,57 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 175 400 | 16,78 | 7 265 | 15,59 | |||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 113 881 | 2,65 | 4 717 | 1,59 | ||||
| 2025-07-31 | 13F | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 303 152 | 0,00 | 12 564 | −0,91 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 124 | 0,00 | 5 | 0,00 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 25 623 | −2,63 | 1 061 | −3,63 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 68 159 | −0,47 | 2 823 | −1,47 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 50 316 | −30,95 | 2 084 | −31,65 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 152 708 | −22,72 | 6 325 | −23,52 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 300 514 | 2,58 | 12 | 0,00 | ||||
| 2025-08-14 | 13F | Family Management Corp | 14 | 0,00 | 1 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 77 879 | 3 | ||||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 326 | 14 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 5 561 | −0,34 | 230 | −1,29 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 38 730 | 48,68 | 1 604 | 47,16 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 6 887 | 17,11 | 285 | 15,85 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 28 159 | −21,72 | 1 166 | −22,52 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 96 696 | 136,42 | 4 005 | 134,07 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 822 | −49,35 | 75 | −50,00 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 180 060 | 34,25 | 7 536 | 38,16 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 112 080 | 3,45 | 4 642 | 2,40 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 10 855 | −15,95 | 450 | −16,85 | ||||
| 2025-08-05 | 13F | Provident Co of the Employees of the Hebrew University LTD | 46 236 | 0,00 | 1 916 | −0,88 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 288 786 | −37,81 | 11 962 | −38,45 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 95 | 4 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 89 | −19,82 | 4 | −25,00 | ||||
| 2025-08-14 | 13F | LMR Partners LLP | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | Put | 175 000 | −36,36 | 7 248 | −37,02 | |||
| 2025-05-07 | 13F/A | Symmetry Investments LP | 223 900 | 280,78 | 10 002 | 342,91 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 131 208 | 672,31 | 5 435 | 665,35 | ||||
| 2025-08-27 | NP | HDCAX - Rational Equity Armor Fund Class A Shares | 16 714 | −2,01 | 692 | −2,95 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 39 | 2 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 57 852 | −3,50 | 2 396 | −4,47 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 186 633 | 2,54 | 7 730 | 1,48 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 215 | 0,00 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 8 406 | 0,07 | 348 | −0,85 | ||||
| 2025-05-14 | 13F | Jump Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Associated Banc-corp | 25 209 | 1,51 | 1 044 | 0,48 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 7 525 | −2,16 | 312 | −3,12 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 88 | 0,00 | 4 | 0,00 | ||||
| 2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 95 873 | 54,72 | 4 137 | 48,35 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 2 089 | 2,05 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 21 146 | 729,25 | 876 | 725,47 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 9 262 | −4,24 | 384 | −5,20 | ||||
| 2025-08-11 | 13F | Bedell Frazier Investment Counseling, LLC | 7 160 | −21,66 | 297 | −22,51 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 9 663 | −10,73 | 400 | −11,50 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 5 405 | 115,77 | 224 | 114,42 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1 541 851 | 9,89 | 63 863 | 8,76 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 135 734 | 11,70 | 5 622 | 10,56 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 155 272 | 445,75 | 6 431 | 440,42 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 484 801 | 80,44 | 20 | 81,82 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 33 475 | 1 387 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 594 791 | 1,35 | 24 862 | 1,23 | ||||
| 2025-04-25 | 13F | IMPACTfolio, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 49 281 | 5,43 | 2 041 | 4,35 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 91 709 | 195,71 | 3 799 | 192,83 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 300 | 0,00 | 12 | 0,00 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 10 062 | 2,45 | 417 | 1,22 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 13 915 | 8,41 | 576 | 7,26 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 278 | 0,00 | 12 | 0,00 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 26 852 | −21,70 | 1 112 | −22,51 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4 730 | −13,43 | 196 | −14,47 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 5 415 | 0,89 | 224 | 0,00 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 11 614 | 1,47 | 481 | 0,42 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 131 862 | 5 462 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 194 100 | −44,53 | 8 040 | −45,10 | |||
| 2025-08-12 | 13F | Franklin Resources Inc | 195 | 8 | ||||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 99 700 | 1,22 | 4 130 | 0,17 | |||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 6 855 | 0,00 | 284 | −1,05 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 239 101 | −9,93 | 9 904 | −10,86 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 28 127 | 13,81 | 1 165 | 12,67 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 6 170 | 256 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 56 115 | 9,65 | 2 324 | 8,55 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 63 617 | −1,13 | 2 635 | −2,15 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 5 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 598 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 20 112 | −3,07 | 833 | −4,03 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 2 310 | 0,00 | 96 | −1,04 | ||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 59 705 | −0,88 | 2 473 | −1,90 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 19 865 | −76,86 | 823 | −77,12 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 102 602 | 2,38 | 4 250 | 1,31 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 14 502 | −24,20 | 597 | −24,62 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 119 371 | −5,63 | 4 944 | −6,59 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 61 068 | −2,09 | 2 529 | −3,10 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 114 | 5 | ||||||
| 2025-08-13 | 13F | ESG Planning | 74 873 | −2,50 | 3 101 | −3,49 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 089 | 35,42 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 13 547 | −54,02 | 561 | −54,46 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 1 314 | 0,00 | 54 | 0,00 | ||||
| 2025-08-08 | 13F | Beck Bode, LLC | 8 152 | −40,04 | 338 | −40,67 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 21 684 | 898 | ||||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 29 579 | 9,13 | 1 225 | 8,02 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 323 | 13 | ||||||
| 2025-05-14 | 13F | RPg Family Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 11 869 | −24,22 | 492 | −25,04 | ||||
| 2025-05-12 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | James Investment Research Inc | 20 693 | −4,19 | 857 | −5,09 | ||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 14 806 | 9,60 | 613 | 8,50 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 8 616 | 4,45 | 357 | 3,19 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 58 813 | −0,89 | 2 452 | −1,37 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 30 048 | −21,04 | 1 245 | −19,59 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 115 180 | 1,96 | 4 771 | 0,91 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 9 311 | −78,95 | 386 | −76,52 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 5 654 | −20,34 | 234 | −21,21 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 493 567 | −0,17 | 20 444 | −1,19 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 185 264 | −12,84 | 8 | −12,50 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 86 | 0,00 | 4 | 0,00 | ||||
| 2025-08-28 | NP | EDGU - 3EDGE Dynamic US Equity ETF | 11 517 | −34,53 | 477 | −35,19 | ||||
| 2025-04-08 | 13F | Bowman & Co S.C. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 543 | −80,07 | 22 | −78,22 | ||||
| 2025-08-14 | 13F | Fmr Llc | 13 460 | −14,32 | 557 | −15,22 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 46 461 | 0,00 | 1 924 | −1,03 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 176 977 | −32,05 | 7 329 | −32,76 | ||||
| 2025-08-14 | 13F | Dean, Jacobson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 206 | 0,98 | 9 | 0,00 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 18 103 | −10,15 | 750 | −11,15 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 39 434 | −4,86 | 1 633 | −5,82 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 605 108 | 3,17 | 25 064 | 2,11 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 5 658 | 0,00 | 234 | −0,85 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 59 949 | −21,98 | 2 509 | −19,72 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 19 083 | 11,52 | 790 | 10,34 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 6 780 | −96,82 | 281 | −96,86 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 428 | 10,31 | 18 | 6,25 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 4 | 0,00 | 0 | |||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 77 285 | −3,54 | 3 201 | −4,50 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | SummitTX Capital, L.P. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 687 100 | −0,26 | 28 460 | −1,29 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 959 400 | 0,00 | 39 738 | −1,03 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 22 093 | 7,04 | 915 | 6,03 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 9 049 | −15,06 | 375 | −15,96 | ||||
| 2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 16 000 | 0,00 | 1 | |||||
| 2025-07-17 | 13F | KWB Wealth | 7 459 | −7,63 | 312 | −4,88 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 227 | 9 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 93 792 | −2,73 | 3 885 | −3,74 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 47 791 | 1 980 | ||||||
| 2025-08-06 | 13F | New Millennium Group LLC | 534 | −27,84 | 22 | −26,67 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 10 758 | 0,00 | 446 | −1,11 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 13 553 | −93,25 | 561 | −93,33 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 54 | −6,90 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 1 | −96,67 | 0 | |||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 300 | −20,42 | 12 | −20,00 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 139 | 0,00 | 6 | 0,00 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 6 336 | 22,32 | 262 | 21,30 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 152 206 | 0,38 | 6 304 | 2,24 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 279 948 | 1,50 | 53 015 | 0,45 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 9 374 | 1,47 | 388 | 0,52 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 24 | −70,73 | 1 | −100,00 | ||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 50 432 | 98,04 | 2 089 | 96,06 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 61 249 | −6,68 | 2 537 | −7,65 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 32 610 | −0,10 | 1 350 | −1,17 | ||||
| 2025-04-25 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 364 | 0,00 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | Meiji Yasuda Life Insurance Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 199 906 | 2,82 | 8 280 | 1,76 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 26 147 | 24,98 | 1 083 | 23,77 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 105 591 | 6,70 | 4 374 | 5,60 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Beech Hill Advisors, Inc. | 5 167 | −6,09 | 214 | −6,96 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 34 | 0,00 | 1 | 0,00 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 10 558 | −31,26 | 437 | −31,93 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 5 310 | 0,00 | 221 | 6,80 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 636 | −84,93 | 26 | −85,23 | ||||
| 2025-07-16 | 13F | American National Bank | 23 955 | 189,56 | 992 | 186,71 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 1 437 | −98,64 | 60 | −98,67 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5 092 | 211 | ||||||
| 2025-05-07 | 13F | Kapitalo Investimentos Ltda | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 8 433 | −2,45 | 349 | −3,32 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 54 583 | −6,75 | 2 261 | −7,72 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 155 | 6 | ||||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 5 991 | 248 | ||||||
| 2025-07-29 | NP | MPRO - Monarch ProCap ETF | 284 930 | 32,53 | 11 890 | 28,18 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 963 | 40 | ||||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 14 978 | 1,68 | 620 | 0,65 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 5 927 | 245 | ||||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Luminist Capital LLC | 257 | 0,00 | 11 | 0,00 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 5 137 | 0,35 | 213 | −0,93 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 5 549 | −3,61 | 230 | −4,58 | ||||
| 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 | 630 764 | 364,16 | 26 126 | 370,57 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 73 092 | 14,51 | 3 027 | 13,33 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 455 | 0,00 | 19 | −5,26 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 670 | 0,00 | 28 | −3,57 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 677 | 0,00 | 28 | 0,00 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 648 | 0,00 | 27 | −3,70 | ||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 9 247 | 11,00 | 383 | 10,06 | ||||
| 2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 31 444 | 1 302 | ||||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 5 320 | 220 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 83 | 3 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 963 965 | −0,77 | 39 927 | −1,53 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 79 071 | 17,92 | 3 275 | 16,71 | ||||
| 2025-07-23 | 13F | Trust Asset Management LLC | 295 390 | 0,00 | 12 235 | −1,03 | ||||
| 2025-07-30 | NP | EQL - Alps Equal Sector Weight ETF | 1 101 575 | 4,39 | 45 969 | 0,95 | ||||
| 2025-08-14 | 13F | Tandem Wealth Advisors LLC | 8 952 | 0,53 | 371 | −0,54 | ||||
| 2025-08-22 | NP | BEARX - Federated Prudent Bear Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | −6 000 | −249 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 735 | 52,86 | 72 | 51,06 | ||||
| 2025-08-14 | 13F | J. Goldman & Co LP | 8 086 | 335 | ||||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 8 750 | 0,00 | 362 | −1,09 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 125 | 0,00 | 5 | 0,00 | ||||
| 2025-05-01 | 13F | Florida Financial Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 57 278 | 28,80 | 2 355 | 27,92 | ||||
| 2025-05-13 | 13F | Elm Partners Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 82 486 | 19,51 | 3 417 | 18,28 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-01 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 6 515 | −63,33 | 270 | −62,74 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 234 787 | 82,63 | 9 725 | 80,74 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 9 960 | −62,02 | 413 | −62,44 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 18 444 | −5,22 | 764 | −6,27 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 113 668 | −1,16 | 4 708 | −2,16 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 28 595 | 1 184 | ||||||
| 2025-08-25 | NP | KOOL - North Shore Equity Rotation ETF | 21 227 | 4,17 | 879 | 3,17 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 908 | −12,61 | 38 | −13,95 | ||||
| 2025-04-23 | 13F | Symmetry Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 9 109 | 2,93 | 377 | 1,89 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 91 | 167,65 | 4 | 200,00 | ||||
| 2025-04-28 | NP | MPAY - Akros Monthly Payout ETF | 3 916 | 169 | ||||||
| 2025-07-21 | 13F | Syntax Research, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 4 866 | 36,84 | 202 | 35,81 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 166 300 | −13,16 | 6 888 | −14,05 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 371 700 | 28,44 | 15 396 | 27,12 | |||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 8 766 | −3,63 | 363 | −4,47 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 241 284 | 6,33 | 9 994 | 5,23 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 190 939 | 28,94 | 7 909 | 27,61 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23 442 | −21,44 | 971 | −22,28 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 18 363 | −76,87 | 761 | −77,12 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 5 640 | 236 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 15 142 | −14,63 | 627 | −15,50 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 371 | 16,67 | 15 | 15,38 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 46 177 | −14,95 | 1 913 | −15,85 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 5 777 | −3,02 | 239 | −4,02 | ||||
| 2025-04-29 | 13F | Core Alternative Capital | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 1 914 | −10,10 | 0 | |||||
| 2025-05-15 | 13F | Optiver Holding B.V. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-05 | 13F | Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Banco BTG Pactual S.A. | 54 660 | 28,17 | 2 264 | 26,91 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 5 411 | −21,96 | 224 | −22,76 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4 418 | −6,64 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3 930 | −3,91 | 163 | −5,26 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 85 397 | −1,34 | 3 537 | −2,35 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 211 | −82,28 | 9 | −83,67 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 110 840 | −21,10 | 5 | −20,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 39 294 | 2,16 | 1 628 | 1,12 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 7 747 | 321 | ||||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 53 391 | 2 211 | ||||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 30 067 | −43,52 | 1 245 | −44,12 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | ICSIX - Dynamic U.S. Opportunity Fund Class I | 50 401 | 98,16 | 2 088 | 96,15 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 154 | 6 | ||||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 718 | 0,00 | 30 | −3,33 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 9 307 | 9,46 | 385 | 8,45 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 397 | 0,00 | 16 | 0,00 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 46 | 39,39 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 279 | 12 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 16 134 | −0,74 | 668 | −1,76 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10 965 | −45,54 | 454 | −44,50 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 634 | −5,51 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 433 477 | 1,99 | 17 955 | 0,94 | ||||
| 2025-04-16 | 13F | Matauro, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 703 | 0,00 | 29 | 0,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 83 | −99,09 | 3 | −99,22 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 3 414 | 1,16 | 141 | 0,00 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 146 | 0,00 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 111 297 | −2,59 | 4 610 | −3,60 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 339 294 | 1 753,15 | 14 | |||||
| 2025-08-18 | 13F | Castleark Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2 130 | 0,00 | 0 | |||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 6 008 | 0,00 | 249 | −1,20 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 10 613 | 8,95 | 440 | 7,86 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 44 | 2 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5 557 | 16,04 | 230 | 15,00 | ||||
| 2025-05-14 | 13F | Pilgrim Partners Asia Pte Ltd | 18 900 | 51,20 | 791 | 55,51 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 11 405 | −22,85 | 472 | −23,62 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 16 446 | 9,23 | 681 | 11,09 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 52 329 | −3,82 | 2 167 | −4,79 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 36 | 0,00 | 0 | |||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 102 602 | 4 250 | ||||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 20 580 | −23,75 | 852 | −24,53 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 60 621 | 3,77 | 2 511 | 2,70 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Sierra Summit Advisors Llc | 17 553 | −4,80 | 727 | −5,71 | ||||
| 2025-08-07 | 13F | Factory Mutual Insurance Co | 659 000 | 0,00 | 27 296 | −1,03 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 12 310 | −36,62 | 510 | −37,32 | ||||
| 2025-04-17 | 13F | Howard Bailey Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 2 351 | −11,52 | 97 | −12,61 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 21 123 | 1,47 | 875 | 0,34 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 194 238 | 3,50 | 8 045 | 2,44 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 14 956 | −78,85 | 619 | −79,08 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 1 313 112 | 3,79 | 54 389 | 2,73 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 67 | 0,00 | 3 | 0,00 | ||||
| 2025-05-02 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 111 809 | 73,79 | 4 631 | 72,03 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 181 593 | 7 522 | ||||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 398 | 16 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 8 130 | −48,01 | 337 | −48,62 | ||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 9 416 | −29,96 | 390 | −30,60 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 23 796 | 12,02 | 986 | 10,92 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Tocqueville Asset Management L.p. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-25 | 13F | Avidian Wealth Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 232 | 0,00 | 10 | 0,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 38 047 | 225,69 | 1 576 | 222,75 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 141 071 | 651,94 | 6 | |||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 2 893 | 0,00 | 121 | −0,83 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1 333 535 | 8,00 | 55 235 | 6,89 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 294 092 | 696,54 | 12 181 | 1 218 000,00 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 6 291 | −3,48 | 261 | −4,41 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 15 835 | −79,94 | 656 | −80,17 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8 418 | 9,74 | 349 | 8,41 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 841 184 | −14,76 | 34 837 | −15,65 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 335 | 0,00 | 14 | −7,14 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 18 113 | −0,55 | 750 | −1,57 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 6 582 | −13,76 | 273 | −14,73 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 91 | 167,65 | 4 | 200,00 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 567 895 | 0,00 | 23 522 | −1,03 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Keebeck Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 35 | 483,33 | 1 | |||||
| 2025-04-29 | NP | HFND - Unlimited HFND Multi-Strategy Return Tracker ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 18 597 | 2,73 | 770 | 1,72 | ||||
| 2025-06-26 | NP | SSUS - Day Hagan/Ned Davis Research Smart Sector ETF | 52 332 | −72,94 | 2 161 | −73,02 | ||||
| 2025-04-29 | NP | SLCAX - Siit Large Cap Fund - Class A | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 657 | −79,83 | 27 | −80,88 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 168 702 | 10,21 | 6 988 | 9,07 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 39 697 | 2,67 | 1 644 | 1,61 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 12 309 | 2,88 | 510 | 1,80 | ||||
| 2025-03-24 | 13F | Fulcrum Equity Management | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 17 400 | −89,90 | 721 | −90,01 | |||
| 2025-07-21 | 13F | 111 Capital | 4 940 | −86,92 | 205 | −87,09 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 8 698 | −2,37 | 363 | −2,95 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 68 | 3 | ||||||
| 2025-07-23 | 13F | True Vision MN LLC | 6 829 | −3,09 | 283 | −4,08 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 9 754 | 6,06 | 404 | 5,21 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 322 535 | 4,34 | 13 360 | 3,27 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 11 634 | −9,79 | 482 | −10,76 | ||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 6 105 | −3,28 | 253 | −4,55 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | GLBIX - Leuthold Global Fund Institutional Class | Short | −345 | −0,00 | −14 | 0,00 | |||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 84 116 | 101,43 | 3 520 | 107,30 | ||||
| 2025-05-07 | 13F | Intellus Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 30 997 | 105,13 | 1 284 | 103,01 | ||||
| 2025-08-14 | 13F | FIL Ltd | 18 762 | 5,97 | 777 | 5,00 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 96 | 0,00 | 4 | −25,00 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 340 625 | 4,51 | 14 109 | 3,44 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4 722 | −29,16 | 196 | −29,86 | ||||
| 2025-08-14 | 13F | BlueCrest Capital Management Ltd | 30 098 | −50,00 | 1 247 | −50,54 | ||||
| 2025-08-06 | 13F | Simmons Bank | 29 090 | −0,94 | 1 205 | −1,95 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 41 | 0,00 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 19 817 | −24,88 | 821 | −25,72 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 11 295 | 1,02 | 468 | 0,00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 138 119 | 1,96 | 5 721 | 0,92 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 3 089 284 | −0,13 | 127 958 | −1,15 | ||||
| 2025-07-10 | 13F | Community Trust & Investment Co | 5 135 | 0,00 | 213 | −0,93 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 353 | 0,00 | 15 | 0,00 | ||||
| 2025-07-07 | 13F | Trust Co | 14 993 | −19,49 | 621 | −20,28 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 56 349 | −1,04 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 38 283 | −5,45 | 1 586 | −6,43 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 10 032 | 69,69 | 416 | 68,02 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 169 | 0,00 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 19 680 | 14,47 | 810 | 13,78 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 256 535 | −25,21 | 11 | −28,57 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 65 | 0,00 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 11 464 | 475 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 25 490 | 3,24 | 1 056 | 2,13 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 392 826 | 26,01 | 16 271 | 24,71 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 164 355 | 61,37 | 6 808 | 59,71 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 5 733 | −10,18 | 237 | −11,24 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 4 508 | −10,29 | 187 | −11,43 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 406 605 | 0,58 | 16 842 | −0,46 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 87 | 4 | ||||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 500 | 0,00 | 21 | 0,00 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 6 919 | 287 | ||||||
| 2025-05-15 | 13F | Quantessence Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-30 | NP | NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF | 13 878 | 32,17 | 579 | 27,81 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 18 510 | 17,66 | 767 | 16,41 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 177 005 | −1,13 | 7 332 | −2,14 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 7 615 | 315 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 45 018 | −40,44 | 1 865 | −41,07 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 223 403 | 3,46 | 9 253 | 2,40 | ||||
| 2025-08-14 | 13F | Betterment LLC | 18 202 | 65,44 | 1 | |||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 468 173 | −0,40 | 19 392 | −1,43 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 16 338 | 677 | ||||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 9 421 | 0,02 | 390 | −1,02 | ||||
| 2025-07-23 | 13F | IMZ Advisory Inc | 15 265 | −9,95 | 639 | −10,01 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 119 567 | 3,32 | 4 952 | 2,25 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 54 506 | 33,21 | 2 258 | 31,83 | ||||
| 2025-08-07 | 13F | Nwam Llc | 6 958 | 0,77 | 293 | 1,74 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 115 255 | −0,94 | 4 774 | −1,97 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 386 | 0,00 | 16 | −6,25 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 25 143 | 42,82 | 1 041 | 41,44 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 19 118 | −2,00 | 792 | −3,06 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 29 750 | 18,81 | 1 232 | 17,67 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 10 752 | 79,65 | 445 | 78,00 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 6 863 | −61,13 | 284 | −61,52 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 554 | 23 | ||||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Cullen Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Analyst IMS Investment Management Services Ltd. | 8 579 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Jessup Wealth Management, Inc | 108 226 | −3,85 | 4 483 | −4,84 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 110 | 0,00 | 5 | 0,00 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 41 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 31 722 | 15,65 | 1 314 | 14,47 | ||||
| 2025-08-22 | NP | Cornerstone Total Return Fund Inc | 173 000 | 0,00 | 7 166 | −1,04 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 4 | 100,00 | 0 | |||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1 911 | 61,81 | 79 | 61,22 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 420 328 | 19,61 | 17 410 | 18,39 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 6 367 | −12,22 | 264 | −13,20 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 125 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | Clarity Financial LLC | 65 205 | −49,40 | 2 701 | −49,94 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 92 739 | 1,31 | 3 841 | 9,34 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 167 103 | −45,84 | 6 921 | −46,40 | ||||
| 2025-08-26 | NP | GRZZX - Leuthold Grizzly Short Fund | Short | −12 258 | −7,68 | −508 | −8,65 | |||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2 299 410 | 287,69 | 95 242 | 283,71 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 13 142 | −1,93 | 544 | −2,86 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 62 769 | 0,19 | 2 600 | −0,84 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 42 542 | −8,00 | 1 762 | −8,94 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 14 677 | −3,64 | 608 | −4,71 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 15 397 | −12,61 | 1 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 110 | 0,00 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 11 790 | −6,31 | 488 | −7,22 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 6 096 | −2,26 | 252 | −3,45 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 206 | −82,92 | 9 | −84,00 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 8 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 25 853 | −11,90 | 1 071 | −12,87 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 60 687 | 2 514 | ||||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 12 960 | −1,11 | 537 | −2,19 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 8 174 | −50,51 | 339 | −51,09 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 6 047 | 250 | ||||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 31 337 | 4,42 | 1 298 | 3,35 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5 740 | −65,57 | 238 | −66,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8 694 | 46,83 | 360 | 45,75 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 283 | 0,35 | 12 | 0,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 18 024 | −4,80 | 747 | −5,81 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 27 655 | 6,03 | 1 145 | 4,95 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 62 168 | −47,02 | 2 575 | −47,56 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 222 | 0,00 | 9 | 0,00 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 140 | 0,00 | 6 | 0,00 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 17 482 | 10,09 | 724 | 9,04 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 4 928 | 204 | ||||||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 514 100 | −0,35 | 21 294 | −1,37 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 45 | 0,00 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 676 601 | 4,95 | 28 | 7,69 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 27 737 | −3,49 | 1 149 | −4,49 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 269 306 | 1,93 | 11 155 | 0,88 | ||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 218 | 0,00 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-06-27 | NP | HTDAX - Hanlon Tactical Dividend and Momentum Fund Class A Shares | 45 322 | −1,23 | 1 872 | −1,53 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 117 472 | −12,75 | 4 866 | −13,65 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 38 077 | 8,81 | 1 577 | 7,72 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 333 541 | −4,76 | 13 815 | −5,72 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 11 178 | −0,29 | 463 | −1,28 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 22 311 | −0,17 | 924 | −1,18 | ||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 42 225 | 7,29 | 1 749 | 6,13 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 23 592 | −2,67 | 977 | −3,65 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 26 150 | 0,00 | 1 083 | −1,01 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 83 755 | 4 042,19 | 2 | −97,62 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 13 787 | 0,00 | 571 | −0,87 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 7 846 | 0,00 | 325 | −1,22 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 15 091 | −12,50 | 625 | −13,31 | ||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 31 910 | 0,24 | 1 322 | −0,83 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 74 126 | −0,19 | 3 070 | −1,22 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 156 | −62,50 | 6 | −64,71 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 1 650 | 1 000,00 | 68 | 1 033,33 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 18 | 0,00 | 1 | |||||
| 2025-08-28 | NP | SDRAX - Swan Defined Risk Fund Class A Shares | 100 629 | −14,31 | 4 168 | −15,18 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 8 338 | −17,86 | 345 | −16,26 | ||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 461 662 | −0,69 | 19 122 | −1,71 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1 760 | 0,00 | 73 | −1,37 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 103 262 | −11,88 | 4 277 | −12,77 | ||||
| 2025-07-29 | 13F | Creekside Partners | 16 833 | 4,25 | 697 | 3,26 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 235 455 | 35,78 | 9 753 | 34,38 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 558 291 | 11,93 | 23 124 | 10,78 | ||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7 402 | −5,83 | 307 | −6,71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 10 089 | −54,57 | 418 | −55,11 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 16 405 | −0,34 | 680 | −1,31 | ||||
| 2025-07-21 | 13F | Quattro Financial Advisors Llc | 29 297 | −5,93 | 1 213 | −6,91 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 46 741 | −38,27 | 1 937 | −38,86 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 215 | 0,00 | 9 | 0,00 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 9 049 | 2,47 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Amica Retiree Medical Trust | 26 569 | 0,00 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 161 874 | 1,64 | 6 705 | 0,59 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 042 | −43,86 | 43 | −44,16 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 28 364 | 0,21 | 1 175 | −0,84 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 537 | 22 | ||||||
| 2025-08-12 | 13F | Iyo Bank, Ltd. | 7 899 | −66,67 | 327 | −67,04 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 7 323 | 303 | ||||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 5 034 | −2,40 | 209 | −3,26 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 14 705 | 26,80 | 609 | 25,57 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 7 460 | −71,63 | 309 | −71,91 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 655 906 | −9,18 | 151 428 | −10,12 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 85 730 | −13,00 | 3 551 | −13,89 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 128 688 | 5 | ||||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 24 778 | 2,06 | 1 026 | 0,98 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 50 066 | −59,84 | 2 074 | −60,26 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 196 846 | −4,23 | 8 153 | −5,21 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 8 592 | 2,81 | 356 | 1,72 | ||||
| 2025-07-10 | 13F | Security National Bank | 3 012 | 0,00 | 125 | −1,59 | ||||
| 2025-08-14 | 13F | Eschler Asset Management LLP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 6 000 | −71,96 | 249 | −72,29 | |||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 8 771 | −0,02 | 363 | −1,09 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Channel Wealth Llc | 18 736 | −39,59 | 776 | −40,17 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 207 864 | 0,29 | 8 610 | −0,74 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 20 519 | 2,43 | 850 | 1,31 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 46 631 | −1,26 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 32 553 | 1 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 16 693 | 44,38 | 691 | 43,06 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 2 324 204 | −34,24 | 96 269 | −34,91 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 32 731 | 7,98 | 1 356 | 6,86 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 93 | −23,77 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 16 093 | −69,60 | 666 | −69,93 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 55 116 | 0,07 | 2 283 | −1,00 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 14 433 | 598 | ||||||
| 2025-07-29 | 13F | Swan Global Investments, LLC | 198 513 | −8,23 | 8 222 | −9,18 | ||||
| 2025-08-12 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | TD Capital Management LLC | 8 855 | 0,89 | 367 | −0,27 | ||||
| 2025-05-08 | 13F | Pasadena Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 5 883 | −15,73 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7 283 | 2,36 | 302 | 1,35 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 7 764 | 7,22 | 322 | 5,94 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 5 926 | 13,16 | 254 | 24,63 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 116 577 | 6,79 | 4 829 | 5,69 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 161 826 | 834,22 | 6 703 | 825,69 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Alps Advisors Inc | 1 126 659 | 4,01 | 46 666 | 2,95 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 7 137 | −21,89 | 296 | −22,77 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 58 228 | −2,79 | 2 | 0,00 | ||||
| 2025-04-09 | 13F | Zrc Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Walleye Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Walleye Capital LLC | Put | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 6 565 | 272 | ||||||
| 2025-08-07 | 13F | Amica Mutual Insurance Co | 292 706 | 0,00 | 12 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 18 960 917 | −0,67 | 785 361 | −1,69 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 663 | 27 | 17,39 | |||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 16 429 | −0,22 | 681 | −1,31 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 533 | −65,23 | 22 | −65,62 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 136 | 0,00 | 6 | 0,00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 213 | 93,64 | 9 | 100,00 | ||||
| 2025-05-13 | 13F | Conscious Wealth Investments, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Prosperity Consulting Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 13 500 | 559 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 933 | −3,62 | 39 | −5,00 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Rational Advisors Llc | 16 714 | −2,01 | 692 | −2,95 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 139 782 | −0,16 | 5 790 | −1,19 |
