Grundläggande statistik
| Institutionella ägare | 1459 total, 1415 long only, 7 short only, 37 long/short - change of 2,74% MRQ |
| Genomsnittlig portföljallokering | 0.4088 % - change of −13,05% MRQ |
| Institutionella aktier (lång) | 162 073 295 (ex 13D/G) - change of 10,53MM shares 6,95% MRQ |
| Institutionellt värde (lång) | $ 11 155 346 USD ($1000) |
Institutionellt ägande och aktieägare
The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund (US:XLU) har 1459 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 162,073,372 aktier. Största aktieägare inkluderar Morgan Stanley, Bank Of America Corp /de/, Jpmorgan Chase & Co, Proficio Capital Partners LLC, LPL Financial LLC, Wells Fargo & Company/mn, Tudor Investment Corp Et Al, Jane Street Group, Llc, OWSMX - Old Westbury Small & Mid Cap Strategies Fund, and Millennium Management Llc .
The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund (ARCA:XLU) 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 85,50 / share. Previously, on September 16, 2024, the share price was 79,14 / share. This represents an increase of 8,04% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Keel Point, LLC | 10 892 | 5,83 | 889 | 9,62 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 156 424 | −0,42 | 12 774 | 3,13 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 070 019 | 0,58 | 87 380 | 4,13 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 4 500 | 0,00 | 367 | 3,67 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 5 093 | 416 | ||||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | −29 | −54,69 | −2 | −60,00 | |||
| 2025-07-09 | 13F | David J Yvars Group | 10 030 | 0,50 | 817 | 4,48 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 10 835 | 18,14 | 885 | 22,27 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 53 647 | 10,72 | 4 381 | 14,66 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 161 917 | −7,41 | 13 222 | −4,11 | ||||
| 2025-05-08 | 13F | Asset Planning,Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 3 122 | 255 | ||||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 226 276 | −3,93 | 18 | 0,00 | ||||
| 2025-07-29 | NP | HFND - Unlimited HFND Multi-Strategy Return Tracker ETF | 2 709 | 43,26 | 222 | 48,32 | ||||
| 2025-08-12 | 13F | Stevens Capital Management Lp | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 26 420 | −9,34 | 2 157 | −6,09 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 628 | 51 | ||||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 16 164 | −10,42 | 1 320 | −0,75 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 10 210 | −16,19 | 834 | −13,23 | ||||
| 2025-07-14 | 13F | Farmers Trust Co | 10 250 | −33,62 | 837 | −31,22 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 3 180 | −1,76 | 260 | 1,57 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 15 519 | 0,00 | 1 267 | 3,60 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 141 078 | −15,53 | 11 520 | −12,52 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 5 746 | 77,40 | 469 | 83,92 | ||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 2 850 | 6,50 | 233 | 9,95 | ||||
| 2025-08-14 | 13F | Graham Capital Management, L.P. | 506 950 | 42,80 | 41 398 | 47,89 | ||||
| 2025-08-14 | 13F | K2 Principal Fund, L.p. | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 3 619 | 0,00 | 296 | 3,51 | ||||
| 2025-08-14 | 13F | Schonfeld Strategic Advisors LLC | Call | 200 000 | 0,00 | 16 332 | 3,56 | |||
| 2025-08-14 | 13F | Schonfeld Strategic Advisors LLC | Put | 200 000 | 0,00 | 16 332 | 3,56 | |||
| 2025-08-14 | 13F | Schonfeld Strategic Advisors LLC | 107 935 | 562,14 | 8 814 | 585,84 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 2 634 | 2,05 | 215 | 5,91 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 377 884 | 8,76 | 30 858 | 12,63 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 3 861 | 315 | ||||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 16 115 | −0,17 | 1 316 | 3,38 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 738 | 583,33 | 0 | |||||
| 2025-08-13 | 13F | Allie Family Office LLC | 12 957 | −0,69 | 1 058 | 2,92 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 4 636 | 0,22 | 379 | 3,85 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 13 696 | 11,74 | 1 118 | 15,73 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 19 788 | −31,26 | 1 616 | −28,82 | ||||
| 2025-05-15 | 13F | Camarda Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Essex LLC | 13 577 | −1,20 | 1 109 | 2,31 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 8 401 | 0,01 | 686 | 3,63 | ||||
| 2025-08-13 | 13F | Thor Trading Advisors, Llc | 44 416 | 3 627 | ||||||
| 2025-08-14 | 13F | LMR Partners LLP | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 965 | 0,00 | 79 | 2,63 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 31 691 | −41,89 | 2 588 | −39,84 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 5 125 | 10,79 | 419 | 14,84 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 32 654 | −3,10 | 3 | 0,00 | ||||
| 2025-05-05 | 13F | WNY Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 1 170 | −2,09 | 96 | 1,06 | ||||
| 2025-08-13 | 13F | Bollard Group LLC | 1 861 | 8,01 | 0 | |||||
| 2025-08-04 | 13F | Spinnaker Trust | 5 155 | 0,00 | 421 | 3,45 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5 350 | 94,05 | 437 | 100,92 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 3 167 | −1,19 | 259 | 2,38 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 2 751 | 0,00 | 225 | 3,70 | ||||
| 2025-08-18 | 13F/A | Nomura Holdings Inc | Put | 20 000 | −66,67 | 1 633 | −65,48 | |||
| 2025-05-12 | 13F | Greenland Capital Management LP | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-05-15 | 13F | Centiva Capital, LP | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-05-15 | 13F | Centiva Capital, LP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 12 069 | −1,46 | 986 | 2,07 | ||||
| 2025-05-09 | 13F | Strategy Asset Managers Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Cavalier Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 15 713 | −13,83 | 1 283 | −10,72 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 170 | 0 | ||||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 4 855 | 55,71 | 396 | 61,63 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 23 516 | −16,39 | 1 920 | −13,40 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 146 700 | −26,83 | 11 980 | −24,22 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 2 844 | −56,61 | 232 | −55,04 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 178 | −4,81 | 15 | 0,00 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 3 022 | 0,00 | 247 | 3,36 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 5 303 | 433 | ||||||
| 2025-07-17 | 13F | Coastline Trust Co | 759 | 26,50 | 62 | 29,79 | ||||
| 2025-08-14 | 13F | Volterra Technologies LP | 18 985 | 1 550 | ||||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 170 205 | −25,47 | 14 | −27,78 | ||||
| 2025-08-14 | 13F | Volterra Technologies LP | Put | 88 800 | 7 251 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 24 499 | 10,18 | 2 001 | 14,09 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 56 198 | 7,92 | 4 589 | 11,79 | ||||
| 2025-08-14 | 13F | Volterra Technologies LP | Call | 52 900 | 4 320 | |||||
| 2025-08-14 | 13F | Meiji Yasuda Life Insurance Co | 69 746 | −78,16 | 5 695 | −77,38 | ||||
| 2025-05-08 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Green Harvest Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 7 774 | 635 | ||||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 2 834 | 100,57 | 223 | 95,61 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1 097 | 90 | ||||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 12 239 | 141,78 | 999 | 150,38 | ||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 33 812 | −55,93 | 2 761 | −54,36 | ||||
| 2025-04-25 | 13F | Bay Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Hoese & Co LLP | 560 | −30,00 | 46 | −28,57 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 35 546 | 287,46 | 2 903 | 301,38 | ||||
| 2025-08-14 | 13F | Comerica Bank | 87 271 | 13,37 | 7 127 | 17,42 | ||||
| 2025-08-05 | 13F | American Assets Investment Management, LLC | 34 000 | 0,00 | 2 776 | 3,58 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 7 496 | −0,66 | 612 | 3,03 | ||||
| 2025-05-05 | 13F | Allianz Asset Management GmbH | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 155 993 | 13 | ||||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 8 598 | −0,78 | 702 | 2,78 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 4 400 | −55,10 | 359 | −54,61 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 4 872 | 0,00 | 398 | 3,39 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 745 268 | 20,33 | 142 519 | 24,62 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 2 964 | −36,01 | 242 | −33,70 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 3 608 | 3,38 | 295 | 6,91 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 490 576 | 7,56 | 40 060 | 11,39 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 21 117 | −3,58 | 1 724 | −0,12 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 16 382 | 3,35 | 1 338 | 7,05 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 58 493 | −0,76 | 5 | 0,00 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 75 349 | 14,06 | 6 153 | 18,15 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 358 714 | −6,81 | 29 293 | −3,49 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 20 | 0,00 | 2 | 0,00 | ||||
| 2025-04-21 | 13F | Warner Financial, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 5 | 0,00 | 0 | |||||
| 2025-04-23 | 13F | Sabal Trust CO | 50 284 | 1,31 | 3 965 | 5,54 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 479 | 0,00 | 39 | 5,41 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 5 062 | 0,00 | 413 | 3,51 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 891 | 0,00 | 73 | 2,86 | ||||
| 2025-08-14 | 13F | Rokos Capital Management LLP | Call | 2 000 | 20 411 | |||||
| 2025-07-28 | 13F | Twin Tree Management, LP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Rokos Capital Management LLP | Put | 250 000 | 20 411 | |||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 2 717 | −80,51 | 222 | −79,89 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 4 184 | 22,09 | 342 | 26,30 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 5 881 | 0,14 | 480 | 3,67 | ||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 19 337 | 3,43 | 1 579 | 7,12 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 8 906 | 22,69 | 727 | 27,10 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 3 175 | 12,99 | 259 | 14,60 | ||||
| 2025-07-09 | 13F | Biltmore Wealth Management, LLC | 153 871 | −0,12 | 12 565 | 3,44 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 3 085 208 | −49,08 | 252 | −47,38 | ||||
| 2025-07-11 | 13F | Brendel Financial Advisors LLC | 6 987 | −42,22 | 1 | |||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 52 102 | 2,27 | 4 255 | 5,90 | ||||
| 2025-07-16 | 13F | Cabana Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 2 827 | −57,35 | 231 | −55,94 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 3 768 | −1,77 | 308 | 1,66 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 13 573 | 19,98 | 1 108 | 24,22 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 13 832 | −0,92 | 1 130 | 2,64 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 7 693 | −8,45 | 628 | −5,14 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 171 939 | 88,51 | 14 041 | 95,24 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 3 270 | −0,91 | 267 | 2,69 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 785 | 0,00 | 64 | 4,92 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 235 674 | 14,33 | 19 245 | 18,41 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 36 781 | 17,39 | 3 004 | 21,58 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 53 217 | −6,69 | 4 346 | −3,36 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 4 212 | 11,37 | 344 | 15,10 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1 150 | 12,30 | 94 | 16,25 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 709 | 0,00 | 58 | 3,64 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 126 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 11 875 | 0,01 | 970 | 3,53 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 40 506 | 3 308 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 12 191 | 0,02 | 995 | 3,54 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 3 762 | 307 | ||||||
| 2025-07-11 | 13F | Adirondack Trust Co | 797 | −1,60 | 65 | 3,17 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 590 | −46,36 | 48 | −44,19 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 3 705 | −76,07 | 303 | −75,25 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 14 131 | −87,78 | 1 154 | −87,35 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 8 580 | 5,22 | 701 | 9,03 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 300 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 12 432 | 257,96 | 1 073 | 289,82 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 6 045 | 0,58 | 494 | 4,23 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 11 709 | −4,06 | 956 | −0,62 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 1 939 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 102 865 | −4,26 | 8 400 | −0,84 | ||||
| 2025-07-24 | NP | THLV - THOR Low Volatility ETF | 44 416 | −56,97 | 3 639 | −57,50 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 12 717 | 7,17 | 1 038 | 11,02 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | Put | 269 600 | −48,11 | 22 | −45,00 | |||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 2 500 | 197 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 1 562 | 0,00 | 128 | 3,25 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 185 020 | 2,04 | 15 | 7,14 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 2 863 | 0,03 | 234 | 3,56 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 1 766 000 | 20,22 | 144 212 | 24,50 | |||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 28 727 | 1,30 | 2 346 | 4,92 | ||||
| 2025-06-27 | 13F/A | Goldman Sachs Group Inc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-12 | 13F | Clear Street Markets Llc | 600 | 49 | ||||||
| 2025-07-17 | 13F | City Holding Co | 17 632 | 3,33 | 1 440 | 6,99 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 3 367 | 275 | ||||||
| 2025-05-01 | 13F | Ballentine Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 6 | 200,00 | 0 | |||||
| 2025-05-13 | 13F | State of Tennessee, Treasury Department | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 9 813 | 0,30 | 801 | 3,89 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 900 | 28,57 | 73 | 32,73 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 84 161 | 118,33 | 6 873 | 126,13 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 21 670 | 21,07 | 1 770 | 25,37 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-06-27 | 13F/A | Goldman Sachs Group Inc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Polymer Capital Management (HK) LTD | 18 384 | 0,00 | 1 501 | 3,59 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 4 208 200 | −27,53 | 343 642 | −24,95 | |||
| 2025-05-13 | 13F | Adams Wealth Management | 37 738 | 2 976 | ||||||
| 2025-08-05 | 13F | Provident Co of the Employees of the Hebrew University LTD | 64 453 | 52,18 | 5 266 | 57,81 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 5 526 | 0,69 | 451 | 4,40 | ||||
| 2025-04-24 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 77 347 | 2,52 | 6 316 | 6,19 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 54 | 0,00 | 4 | 0,00 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 4 200 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 31 609 | 61,34 | 2 581 | 67,16 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 91 542 | 426,98 | 7 475 | 446,02 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 2 670 | 45,42 | 218 | 51,39 | ||||
| 2025-05-15 | 13F | Sykon Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Associated Banc-corp | 38 425 | −2,77 | 3 138 | 0,67 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 8 604 | 19,88 | 703 | 49,04 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 138 989 | 22,54 | 11 350 | 26,90 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 199 974 | −4,69 | 16 366 | −1,08 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 93 358 | 223,71 | 7 624 | 235,22 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 71 636 | −4,30 | 5 850 | −0,88 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 17 876 | −1,15 | 1 460 | 2,39 | ||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 339 | 0,00 | 28 | 3,85 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 25 247 | 1,20 | 2 062 | 2,64 | ||||
| 2025-05-07 | 13F | Kapitalo Investimentos Ltda | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 13 846 | 4,71 | 1 135 | 12,95 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 19 908 | 6,67 | 1 626 | 10,47 | ||||
| 2025-08-14 | 13F | Peak6 Llc | Call | 1 088 400 | 1 172,98 | 88 879 | 1 218,47 | |||
| 2025-08-14 | 13F | Peak6 Llc | 295 034 | 1 375,98 | 24 092 | 1 428,68 | ||||
| 2025-08-14 | 13F | Peak6 Llc | Put | 1 619 400 | 653,21 | 132 240 | 680,08 | |||
| 2025-08-14 | 13F | Toroso Investments, LLC | 12 242 | −66,39 | 1 000 | −65,22 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 6 894 | 122,96 | 563 | 131,28 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 137 | 11 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 88 262 | 27,49 | 7 207 | 32,04 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 44 033 | 1,08 | 3 596 | 4,69 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 2 513 | 4,84 | 205 | 8,47 | ||||
| 2025-08-11 | 13F | Bedell Frazier Investment Counseling, LLC | 115 774 | −1,68 | 9 454 | 1,83 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 536 | −49,77 | 44 | −48,81 | ||||
| 2025-08-14 | 13F | UBS Group AG | Put | 2 176 500 | 84,93 | 177 733 | 91,53 | |||
| 2025-08-14 | 13F | UBS Group AG | 3 523 291 | −0,49 | 287 712 | 3,06 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 1 | 0,00 | 0 | |||||
| 2025-08-14 | 13F/A | Barclays Plc | 266 004 | −72,12 | 22 | −72,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | Call | 978 290 | 175,42 | 79 887 | 185,24 | |||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 5 582 | 2,53 | 456 | 6,06 | ||||
| 2025-05-15 | 13F | Crestline Management, LP | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 279 | 520,00 | 23 | 633,33 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 216 | −27,03 | 18 | −22,73 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 27 175 | −8,11 | 2 219 | −4,80 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 7 759 | −6,35 | 634 | −3,06 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 3 441 | 0,06 | 281 | 3,69 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 8 516 | 6,04 | 695 | 9,79 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 5 300 | 4,29 | 433 | 8,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 56 266 | −17,77 | 4 595 | −14,85 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 9 508 | 241,03 | 776 | 254,34 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 2 284 | 0,31 | 190 | 5,59 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 9 128 | −63,35 | 745 | −62,05 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 50 | −76,96 | 4 | −76,47 | ||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Steigerwald, Gordon & Koch Inc. | 3 062 | 0,00 | 250 | 3,73 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5 864 | −11,59 | 479 | −8,60 | ||||
| 2025-04-23 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Agf Management Ltd | 304 260 | 123,77 | 24 846 | 131,74 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 35 684 | 2,38 | 2 914 | 6,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 273 847 | −7,03 | 22 362 | −3,72 | ||||
| 2025-04-22 | 13F | Verde Servicos Internacionais S.A. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 21 243 | 15,29 | 1 735 | 19,42 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 18 605 | 327,90 | 1 519 | 344,15 | ||||
| 2025-08-12 | 13F | Main Management LLC | 172 000 | 0,00 | 14 | 7,69 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 211 | 17 | ||||||
| 2025-08-13 | 13F | ESG Planning | 21 211 | 0,92 | 1 732 | 4,53 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 3 602 | 0,00 | 309 | 8,45 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 970 | 79 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 14 150 | 299,49 | 1 155 | 313,98 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 7 668 | −11,23 | 626 | −8,08 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 3 559 | 0,00 | 291 | 3,57 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 37 879 | 10,85 | 3 093 | 14,81 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 9 571 | 0,20 | 782 | 3,72 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 30 391 | −0,80 | 2 482 | 2,73 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 26 731 | 11,12 | 2 183 | 15,08 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 7 507 | 11,12 | 613 | 15,23 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 43 369 | 6,07 | 3 541 | 9,83 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 5 566 | 0,00 | 455 | 3,65 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 94 174 | −1,35 | 7 690 | 2,17 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 3 235 | 0,00 | 264 | 3,53 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 150 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 396 208 | −0,09 | 32 354 | 3,46 | ||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 20 668 | 3,05 | 1 688 | 6,70 | ||||
| 2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 2 681 | 1,51 | 219 | 4,81 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 517 084 | 26,49 | 42 | 31,25 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 976 447 | 0,05 | 79 737 | 3,61 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 436 | 131,91 | 36 | 150,00 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 130 192 | 2,35 | 10 631 | 6,00 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 138 | 0,00 | 11 | 10,00 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 86 946 | 7 100 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 25 142 | 17,21 | 2 053 | 21,41 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 308 | −14,92 | 25 | −10,71 | ||||
| 2025-08-14 | 13F | Fmr Llc | 278 787 | 464,79 | 22 766 | 484,92 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 9 986 | −0,26 | 815 | 3,30 | ||||
| 2025-04-23 | 13F | Omnia Family Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 10 864 | 16,02 | 887 | 20,19 | ||||
| 2025-03-27 | NP | MSTSX - Morningstar Unconstrained Allocation Fund | 55 901 | 50,02 | 4 354 | 46,22 | ||||
| 2025-05-12 | 13F | Fiduciary Family Office, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 300 | 0,00 | 24 | 4,35 | ||||
| 2025-08-12 | 13F | Main Management Fund Advisors LLC | 926 700 | 8,36 | 76 | 11,94 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 61 637 | −15,62 | 5 033 | −12,61 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 83 548 | 2,68 | 6 823 | 6,34 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 173 | 0,58 | 14 | 7,69 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 1 318 | 176,89 | 107 | 189,19 | ||||
| 2025-08-12 | 13F | Eisler Capital Management Ltd. | Put | 41 300 | −42,24 | 3 372 | −40,20 | |||
| 2025-08-12 | 13F | Eisler Capital Management Ltd. | Call | 74 200 | −9,95 | 6 058 | −6,76 | |||
| 2025-08-13 | 13F | Brentview Investment Management LLC | 1 000 | 0,00 | 82 | 3,85 | ||||
| 2025-07-31 | 13F | Mcdaniel Terry & Co | 5 744 | 0,00 | 469 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 71 | 0,00 | 6 | 0,00 | ||||
| 2025-05-05 | 13F | Pachira Investments Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 6 550 | 0,00 | 535 | 3,49 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 3 183 | 2,38 | 260 | 3,19 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 303 675 | 2,13 | 24 798 | 5,78 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 9 707 | −0,17 | 793 | 3,39 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 409 | 33 | ||||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-08 | 13F | Gruss & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 169 | −99,02 | 14 | −99,00 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 935 | 0,00 | 76 | 4,11 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 37 941 | −2,94 | 3 098 | 0,52 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 551 | 0,73 | 45 | 2,33 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 44 800 | 0,00 | 3 658 | 3,57 | ||||
| 2025-07-30 | NP | EQL - Alps Equal Sector Weight ETF | 580 695 | 3,12 | 47 571 | 6,63 | ||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 280 | 0,00 | 23 | 0,00 | ||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 26 645 | −6,04 | 2 176 | −2,73 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 708 | 16,64 | 58 | 21,28 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 17 785 | 12,05 | 1 452 | 16,07 | ||||
| 2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 4 924 | −9,22 | 402 | −5,85 | ||||
| 2025-04-10 | 13F | Financial Management Professionals, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 105 871 | 2,68 | 8 645 | 10,78 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 328 440 | −0,73 | 26 820 | 2,81 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 73 497 | 48,10 | 6 002 | 53,36 | ||||
| 2025-05-15 | 13F | Plustick Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 5 242 | 14,88 | 428 | 19,22 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 7 984 | −60,87 | 652 | −59,51 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 115 994 | 24,23 | 9 472 | 28,66 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 8 659 | 16,09 | 707 | 20,24 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 20 407 | 21,00 | 1 666 | 25,36 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 21 143 | −57,93 | 1 726 | −56,44 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 5 968 | 0,03 | 487 | 3,62 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 4 626 | −72,66 | 378 | −71,72 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 9 508 | 45,83 | 776 | 50,97 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 630 | 404,00 | 51 | 466,67 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 1 637 | 0,00 | 134 | 3,10 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 23 955 | −5,21 | 1 956 | −1,81 | ||||
| 2025-07-16 | 13F | American National Bank | 1 341 | −38,63 | 110 | −36,63 | ||||
| 2025-08-13 | 13F | Estabrook Capital Management | 1 191 | 19,70 | 97 | 24,36 | ||||
| 2025-08-14 | 13F | Boothbay Fund Management, Llc | 3 000 | 245 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 52 485 | −0,67 | 4 286 | 2,86 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 23 773 | −2,25 | 1 941 | 1,25 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 4 516 | −9,97 | 369 | −6,84 | ||||
| 2025-07-10 | 13F | Carderock Capital Management Inc | 850 | 69 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 49 877 | 49,35 | 4 073 | 54,65 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 11 824 | −0,35 | 966 | 3,21 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 7 918 | 12,84 | 647 | 16,82 | ||||
| 2025-05-15 | 13F | Brevan Howard Capital Management LP | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-13 | 13F | Morton Community Bank | 92 808 | −0,11 | 7 579 | 3,44 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 266 | −25,91 | 21 | −25,93 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 10 407 | 6,40 | 850 | 10,12 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 7 900 | −1,19 | 645 | 2,38 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 2 959 | −15,51 | 242 | −12,68 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 3 845 | 0,00 | 314 | 3,30 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 39 057 | 0,00 | 3 189 | 3,57 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | Put | 335 500 | −59,89 | 27 397 | −58,46 | |||
| 2025-08-13 | 13F | Walleye Capital LLC | 3 417 | −39,35 | 279 | −37,16 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 1 204 | 0,67 | 101 | 4,17 | ||||
| 2025-04-16 | 13F | McElhenny Sheffield Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 14 952 | 221,27 | 1 221 | 233,33 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | Call | 324 900 | 0,00 | 26 531 | 3,56 | |||
| 2025-08-05 | 13F | Mma Asset Management Llc | 4 579 | 0,86 | 374 | 4,48 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 2 775 | 227 | ||||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 5 794 | 4,42 | 473 | 8,24 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 1 004 | −97,68 | 82 | −97,63 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 140 | 0,00 | 11 | 0,00 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 72 168 | 6,07 | 5 893 | 9,86 | ||||
| 2025-08-14 | 13F | Tandem Wealth Advisors LLC | 5 420 | −0,70 | 443 | 2,79 | ||||
| 2025-08-13 | 13F | Centiva Capital, LP | Put | 269 300 | 21 991 | |||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 9 730 | 79,09 | 795 | 85,51 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 4 309 | 352 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 6 061 | 36,29 | 495 | 41,14 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 8 805 | −0,23 | 719 | 3,45 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Put | 451 000 | 16,66 | 36 829 | 20,81 | |||
| 2025-05-15 | 13F | Perbak Capital Partners LLP | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | 33 424 | 217,54 | 2 729 | 229,19 | ||||
| 2025-05-27 | NP | ICSIX - Dynamic U.S. Opportunity Fund Class I | 54 094 | 14,74 | 4 265 | 19,53 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 6 008 | −0,69 | 491 | 2,73 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 14 787 | −29,51 | 1 208 | −27,03 | ||||
| 2025-08-12 | 13F | Qvr Llc | 3 000 | 245 | ||||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 172 | 14 | ||||||
| 2025-05-15 | 13F | J. Goldman & Co LP | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Call | 260 600 | 150,58 | 21 281 | 159,51 | |||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 11 233 | −47,58 | 917 | −45,71 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 22 407 | 1 830 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 10 596 | −2,52 | 894 | 1,94 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 4 647 | −1,73 | 379 | 1,88 | ||||
| 2025-07-29 | 13F | Spirit Of America Management Corp/ny | 4 820 | −2,55 | 405 | 3,86 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 479 | 0,00 | 39 | 5,41 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 3 855 300 | 7,08 | 314 824 | 10,90 | |||
| 2025-07-22 | 13F | Sava Infond d.o.o. | 10 600 | 0,00 | 866 | 3,59 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 97 698 | 7 978 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 459 115 | 7,67 | 37 491 | 11,50 | ||||
| 2025-07-09 | 13F | Lake Hills Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Turn8 Private Wealth Inc. | 11 702 | 27,56 | 956 | 32,09 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 795 900 | −49,57 | 64 993 | −47,77 | |||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 37 336 | −41,96 | 3 049 | −39,91 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 59 532 | 30,08 | 4 861 | 40,37 | ||||
| 2025-04-08 | 13F/A | iA Global Asset Management Inc. | 245 858 | 17 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 17 867 | 2,48 | 1 459 | 6,19 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 841 | 69 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 110 353 | −4,14 | 9 011 | −0,73 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 21 576 | 0,15 | 1 762 | 3,71 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 3 090 | 252 | ||||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 13 167 | −2,26 | 1 075 | 1,22 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 10 586 | 1,34 | 1 | |||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 6 437 | 526 | ||||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | 1st Source Bank | 18 775 | −7,82 | 1 533 | −4,49 | ||||
| 2025-08-12 | 13F | Verity & Verity, LLC | 3 840 | 314 | ||||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 79 203 | 6 530 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 11 406 | −9,42 | 931 | −6,15 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 27 451 | 9,35 | 2 242 | 13,24 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 35 | −92,08 | 3 | −94,12 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 35 542 | −3,74 | 2 902 | −0,31 | ||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 22 653 | −0,42 | 1 850 | 3,12 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 4 098 | 0,15 | 335 | 3,73 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 108 920 | 1,01 | 8 894 | 4,61 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 9 397 | −0,54 | 767 | 3,09 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 65 | 0,00 | 5 | 0,00 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 30 000 | 76,47 | 2 450 | 82,76 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 3 895 | 318 | ||||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 69 | 0,00 | 6 | 0,00 | ||||
| 2025-07-16 | 13F | Mariner Investment Group Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 12 693 | 1,80 | 1 036 | 5,39 | ||||
| 2025-07-16 | 13F | Mariner Investment Group Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 4 474 | 0,09 | 365 | 3,69 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 6 987 | 0,00 | 571 | 3,64 | ||||
| 2025-08-04 | 13F | Canton Hathaway, LLC | 35 823 | −0,56 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 63 351 | 1 316,93 | 5 173 | 1 369,60 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 16 789 | −1,14 | 1 371 | 2,39 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 100 | 8 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9 463 | 22,98 | 773 | 32,65 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 24 000 | 0,00 | 1 960 | 3,54 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 10 215 | −18,08 | 834 | −15,16 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 15 405 | 11,97 | 1 258 | 16,05 | ||||
| 2025-08-13 | 13F | Capula Management Ltd | Call | 0 | −100,00 | 0 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 2 765 | 0,18 | 226 | 7,62 | ||||
| 2025-08-13 | 13F | West Chester Capital Advisors, Inc | 14 370 | −75,18 | 1 173 | −74,30 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 270 | 0,00 | 22 | 4,76 | ||||
| 2025-08-13 | 13F | Capula Management Ltd | Put | 0 | −100,00 | 0 | ||||
| 2025-07-16 | 13F | Mariner Investment Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 6 999 | 30,43 | 572 | 34,99 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 17 197 | 0,01 | 1 404 | 3,62 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 3 273 | 267 | ||||||
| 2025-08-08 | 13F | WP Advisors, LLC | 18 664 | 0,48 | 1 524 | 4,10 | ||||
| 2025-04-17 | 13F | Traphagen Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Point72 Asset Management, L.P. | 26 975 | 2 203 | ||||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 3 129 | 256 | ||||||
| 2025-08-14 | 13F | Point72 Asset Management, L.P. | Call | 12 700 | −77,99 | 1 037 | −77,20 | |||
| 2025-08-14 | 13F | Point72 Asset Management, L.P. | Put | 242 900 | 133,56 | 19 835 | 141,89 | |||
| 2025-07-11 | 13F | Thomasville National Bank | 5 592 | 0,00 | 457 | 3,64 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 6 684 | 546 | ||||||
| 2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 10 613 | 3,46 | 867 | 7,18 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 118 156 | 9 649 | ||||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 3 634 | −36,42 | 297 | −34,22 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Sendero Wealth Management, LLC | 23 375 | 0,00 | 1 909 | 3,53 | ||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 7 282 | −19,83 | 595 | −17,04 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 577 453 | 41 | ||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 150 | 0,00 | 12 | 9,09 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 400 | 0,00 | 33 | 3,23 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 727 888 | 0,69 | 59 439 | 4,27 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 180 | 0,00 | 15 | 0,00 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 2 789 | 5,80 | 228 | 9,66 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 21 203 | −1,74 | 1 731 | 1,76 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 4 160 | 340 | ||||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 8 108 | 662 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 135 385 | 129,80 | 11 056 | 138,00 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 2 900 | −6,57 | 237 | −3,28 | ||||
| 2025-05-15 | 13F | Soros Fund Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Donald L. Hagan, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 54 423 | −26,43 | 4 444 | −23,81 | ||||
| 2025-07-28 | NP | AGOX - Adaptive Growth Opportunities ETF | 1 000 | 82 | ||||||
| 2025-07-23 | 13F | Waycross Investment Management Co | 53 191 | 4,89 | 4 344 | 8,63 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 3 719 | 304 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 24 282 | −3,52 | 1 983 | −0,10 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 253 | 102,40 | 21 | 122,22 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 2 489 | −38,01 | 203 | −35,76 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 11 547 | 0,34 | 943 | 3,86 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 1 319 434 | 8,01 | 107 785 | 11,94 | ||||
| 2025-07-31 | 13F | Shaker Investments Llc/oh | 37 552 | 3 066 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 87 064 | 80,37 | 7 110 | 86,78 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 58 511 | 0,80 | 4 778 | 4,39 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 3 866 | −2,08 | 316 | 1,29 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 3 558 | 27,76 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 96 569 | −4,08 | 7 886 | −0,67 | ||||
| 2025-04-15 | 13F | Accurate Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Stableford Capital Ii Llc | 27 755 | −1,35 | 2 346 | 7,18 | ||||
| 2025-07-28 | NP | GGM - GGM Macro Alignment ETF | 48 991 | −8,36 | 4 013 | −9,47 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 225 | −71,04 | 18 | −67,31 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 4 874 | 398 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 366 | 0,07 | 112 | 3,74 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 7 044 | 33,54 | 575 | 38,55 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 5 233 | −0,34 | 427 | 3,14 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 5 735 | −2,50 | 468 | 1,08 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4 353 | 355 | ||||||
| 2025-08-14 | 13F | FIL Ltd | 9 745 | −92,30 | 796 | −92,03 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 20 967 | −0,17 | 1 712 | 3,38 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 33 046 | 18,27 | 2 699 | 22,47 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 34 501 | −10,29 | 3 | −33,33 | ||||
| 2025-05-15 | 13F | Capstone Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Put | 1 751 100 | 83,13 | 142 995 | 89,66 | |||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 1 229 200 | 61,82 | 100 376 | 67,59 | |||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 226 | 0,00 | 18 | 5,88 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 9 247 | −63,74 | 755 | −62,42 | ||||
| 2025-07-22 | 13F | Measured Risk Portfolios, Inc. | 4 093 | 0,39 | 334 | 4,05 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 31 745 | −3,02 | 2 592 | 0,43 | ||||
| 2025-04-08 | 13F | St. Louis Financial Planners Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 83 096 | 7,56 | 6 786 | 11,39 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 69 229 | −0,53 | 5 654 | 3,03 | ||||
| 2025-08-14 | 13F | Atom Investors LP | 32 121 | −30,59 | 2 623 | −28,10 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 49 324 | 1 155,38 | 4 028 | 1 203,24 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 8 462 | −0,70 | 691 | 2,98 | ||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 44 915 | −0,91 | 3 668 | 2,60 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 75 735 | 7,70 | 6 185 | 11,54 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 4 799 | −18,26 | 392 | −15,37 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 4 129 | 2,51 | 337 | 6,31 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 17 863 | 47,88 | 1 459 | 53,15 | ||||
| 2025-07-30 | 13F | Alan B. Lancz & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 15 662 | 428,76 | 1 235 | 450,89 | ||||
| 2025-05-15 | 13F | Nepc Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 3 809 | 0,00 | 311 | 3,67 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 72 821 | 3,09 | 5 947 | 6,75 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 5 089 | −4,32 | 417 | −0,71 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 695 | 137,20 | 57 | 154,55 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 17 244 | 12,13 | 1 408 | 16,17 | ||||
| 2025-08-14 | 13F | Quantessence Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 6 810 | 556 | ||||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 6 245 | 510 | ||||||
| 2025-08-14 | 13F | Raine Capital LLC | 3 200 | 261 | ||||||
| 2025-07-18 | 13F | First United Bank Trust/ | 4 255 | 12,69 | 347 | 16,84 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 1 063 | 0,00 | 84 | 3,75 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 3 215 | 10,60 | 263 | 14,41 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 862 | 0,00 | 74 | 10,45 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 113 315 | 1,65 | 9 252 | 5,30 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 349 | 0,00 | 28 | 3,70 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 15 256 | 1 246 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 7 952 | −22,23 | 1 | |||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 152 926 | 4,10 | 12 488 | 7,80 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 3 740 | −5,17 | 305 | −1,61 | ||||
| 2025-07-17 | 13F | Consolidated Capital Management, Llc | 65 344 | 3,41 | 5 336 | 7,09 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 47 000 | 0,00 | 3 706 | 4,16 | ||||
| 2025-07-23 | 13F | IMZ Advisory Inc | 74 574 | 9,40 | 6 246 | 16,19 | ||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 143 921 | 5,26 | 11 753 | 9,01 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 38 756 | 8,18 | 3 165 | 12,04 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 1 552 | 0,00 | 127 | 3,28 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 75 428 | 0,25 | 6 159 | 3,83 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 79 647 | −2,40 | 6 504 | 1,07 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 7 377 | 222,42 | 602 | 234,44 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 33 | 0,00 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 3 780 | 0,00 | 309 | 3,36 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 110 937 | 3,64 | 9 059 | 7,33 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 1 458 | 0,00 | 119 | 4,39 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 18 629 | −13,93 | 1 525 | −10,67 | ||||
| 2025-04-09 | 13F | Capital Asset Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 3 000 | 245 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 5 674 | 333,79 | 469 | 373,74 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 40 361 | 113,52 | 3 296 | 121,14 | ||||
| 2025-05-15 | 13F | Manufacturers Life Insurance Company, The | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Rye Brook Capital LLC | 34 850 | 8,40 | 3 | 0,00 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 7 910 | −3,65 | 646 | −0,31 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | Put | 4 063 000 | −6,07 | 331 785 | −2,72 | |||
| 2025-07-29 | 13F | Aspiriant, Llc | 3 175 | −0,19 | 259 | 3,60 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | Call | 2 562 100 | 149,67 | 209 221 | 158,57 | |||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 5 200 | −7,14 | 425 | −3,85 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 174 431 | −83,83 | 14 244 | −83,25 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 6 324 | −18,09 | 516 | −15,13 | ||||
| 2025-08-14 | 13F | Alaska Permanent Fund Corp | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 117 024 | 116,77 | 9 556 | 124,53 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 3 940 | 10,06 | 322 | 13,83 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 46 | 0,00 | 4 | 0,00 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 1 504 | −44,97 | 123 | −43,26 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 28 511 | 6,25 | 2 328 | 10,07 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 235 172 | −50,52 | 19 204 | −48,75 | ||||
| 2025-03-20 | NP | TDSC - Cabana Target Drawdown 10 ETF | 260 538 | −8,08 | 20 291 | −10,42 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 142 | 12 | ||||||
| 2025-04-18 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | 0 | ||||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 557 493 | 45 527 | ||||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 3 525 | −2,97 | 288 | 0,35 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 9 963 | 0,00 | 814 | 3,57 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 1 362 | 0,29 | 111 | 3,74 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 3 955 | 299 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2 846 559 | −61,80 | 232 450 | −60,44 | ||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 65 996 | −17,91 | 5 389 | −14,99 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 13 814 | −22,49 | 1 128 | −19,72 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 5 081 | 415 | ||||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 13 299 | −3,43 | 1 086 | 0,00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3 770 | 0,00 | 308 | 3,37 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 8 932 | −3,26 | 729 | 0,14 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 406 | 10,33 | 33 | 13,79 | ||||
| 2025-05-15 | 13F | Qube Research & Technologies Ltd | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-05-15 | 13F | Qube Research & Technologies Ltd | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 3 055 | 249 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 7 475 | 531,33 | 610 | 555,91 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 7 776 | 11,23 | 635 | 15,25 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 12 137 | 0,00 | 957 | 4,25 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 3 275 | 0,00 | 267 | 3,49 | ||||
| 2025-08-14 | 13F | III Capital Management | 4 000 | 327 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 4 139 | −2,47 | 338 | 0,90 | ||||
| 2025-07-10 | 13F | Ahl Investment Management, Inc. | 7 847 | −4,04 | 641 | −0,62 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 3 364 | 3,32 | 275 | 7,03 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 4 035 | 329 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 4 751 | 6,07 | 388 | 9,63 | ||||
| 2025-08-11 | 13F | Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 62 000 | 5 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 48 748 | 216,36 | 3 981 | 227,57 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 100 379 | 8,41 | 8 197 | 12,17 | ||||
| 2025-05-06 | 13F | WorthPointe, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 39 258 | 76,31 | 3 206 | 82,62 | ||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 45 747 | 1,04 | 3 736 | 4,62 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 7 517 | 25,28 | 614 | 29,60 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 3 213 | 262 | ||||||
| 2025-07-22 | 13F | Accel Wealth Management | 21 740 | 1,72 | 1 775 | 5,34 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 346 | 38,40 | 28 | 47,37 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 76 | −99,75 | 6 | −99,78 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 46 862 | 39,84 | 3 827 | 44,81 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 8 952 | 0,56 | 731 | 4,28 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3 139 | −5,37 | 256 | −1,92 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 3 643 | 186,85 | 298 | 198,00 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 21 500 | 0,00 | 1 756 | 3,54 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 3 348 | 0,00 | 273 | 3,80 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 3 178 | 32,36 | 260 | 37,04 | ||||
| 2025-06-27 | NP | HTDAX - Hanlon Tactical Dividend and Momentum Fund Class A Shares | 26 995 | −1,31 | 2 130 | −0,05 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 29 683 | 2,87 | 2 424 | 6,51 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 37 621 | 13,98 | 3 072 | 19,53 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 34 562 | 43,03 | 2 822 | 48,14 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 6 575 | 5,27 | 537 | 8,94 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2 329 180 | 8 026,09 | 29 | −98,76 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 52 605 | 3,22 | 4 296 | 6,89 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 2 654 | −19,77 | 209 | −16,40 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 25 549 | 14,63 | 2 086 | 18,73 | ||||
| 2025-06-27 | NP | BUYW - Main BuyWrite ETF | 881 200 | 13,05 | 69 527 | 14,53 | ||||
| 2025-07-11 | 13F | Miller Howard Investments Inc /ny | 10 265 | −67,46 | 838 | −66,29 | ||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 17 288 | 0,39 | 1 412 | 3,98 | ||||
| 2025-07-23 | 13F | Maryland State Retirement & Pension System | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1 423 | 0,00 | 117 | 3,57 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 88 902 | 6,00 | 7 260 | 9,79 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 423 195 | 8,61 | 34 558 | 12,49 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 3 058 | 4,69 | 250 | 8,26 | ||||
| 2025-04-18 | 13F | Financial Freedom, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 320 | 0,00 | 26 | 4,00 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1 | 0 | ||||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 67 111 | −4,80 | 5 480 | −1,40 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 4 290 | 0,02 | 350 | 3,55 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 9 932 | 0,10 | 811 | 3,71 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 4 571 | 8,01 | 373 | 12,01 | ||||
| 2025-07-10 | 13F | Clare Market Investments LLC | 6 026 | 492 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 4 534 | −90,50 | 370 | −90,17 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Iyo Bank, Ltd. | 4 252 | −66,60 | 347 | −65,44 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 180 | 0,00 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 28 122 | 2 244 | ||||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 8 470 | 0,00 | 692 | 3,60 | ||||
| 2025-08-07 | 13F | Amica Retiree Medical Trust | 4 517 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 722 500 | −2,25 | 58 999 | 1,24 | |||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 662 000 | 43,23 | 54 059 | 48,33 | |||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 13 699 | 5,29 | 1 119 | 9,07 | ||||
| 2025-08-14 | 13F | Fosun International Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Helium Advisors LLC | 3 085 | 0,82 | 252 | 4,15 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | Put | 3 800 | 310 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 6 271 | −5,50 | 512 | −2,10 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 276 | 0,00 | 23 | 4,76 | ||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 17 500 | 52,17 | 1 429 | 57,73 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 6 241 530 | 110,26 | 509 683 | 117,75 | ||||
| 2025-05-08 | 13F | Baker Avenue Asset Management, LP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 4 041 | 3,06 | 330 | 6,47 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 17 193 | 0,63 | 1 404 | 4,23 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 2 934 | 240 | ||||||
| 2025-07-09 | 13F | Channel Wealth Llc | 2 594 | −84,64 | 212 | −84,16 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 571 | 15,59 | 47 | 21,05 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 32 934 | 8,80 | 3 | 0,00 | ||||
| 2025-07-10 | 13F | Security National Bank | 944 | 0,00 | 77 | 4,05 | ||||
| 2025-05-14 | 13F | Jump Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 555 588 | 945,36 | 45 369 | 982,79 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3 624 | 7,47 | 296 | 11,28 | ||||
| 2025-05-08 | 13F | Jefferies Financial Group Inc. | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-12 | 13F | PSI Advisors, LLC | 10 756 | −6,14 | 878 | −2,77 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 4 826 | 38,64 | 394 | 43,80 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 120 665 | 13,18 | 9 854 | 17,21 | ||||
| 2025-05-07 | 13F/A | Symmetry Investments LP | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Northwest & Ethical Investments L.P. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 8 276 | −0,60 | 676 | 2,90 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 4 760 | 0,00 | 389 | 3,47 | ||||
| 2025-05-15 | 13F | Mirae Asset Securities (usa) Inc. | Put | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Stamos Capital Partners, L.p. | 25 575 | 45,26 | 2 088 | 50,43 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 2 572 | 0,00 | 210 | 3,96 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | One River Asset Management, LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 36 901 | −0,49 | 3 | 50,00 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 3 424 | −12,05 | 280 | −8,82 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 4 593 | −37,33 | 375 | −35,18 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 85 | 0,00 | 7 | 0,00 | ||||
| 2025-05-15 | 13F | Mirae Asset Securities (usa) Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2 585 | −23,16 | 211 | −20,38 | ||||
| 2025-08-07 | 13F | Amica Mutual Insurance Co | 51 924 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Quantitative Investment Management, LLC | 43 325 | −84,28 | 4 | −85,71 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 675 | −48,08 | 55 | −46,08 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 9 170 | −23,41 | 749 | −20,76 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Call | 1 800 | 0,00 | 147 | 3,55 | |||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 2 538 | 0,75 | 200 | 5,26 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 1 600 | 33,33 | 131 | 38,30 | |||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 11 896 107 | 19,98 | 971 436 | 24,26 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 3 153 | 7,03 | 257 | 10,78 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 10 215 | 0,00 | 834 | 3,60 | ||||
| 2025-07-24 | 13F | Eastern Bank | 636 | −59,46 | 52 | −58,54 | ||||
| 2025-07-31 | 13F | University Of Texas/texas Am Investment Managment Co | 4 378 | 7,62 | 358 | 11,56 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 494 641 | 3 052,59 | 40 392 | 3 165,32 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 8 938 | 11,54 | 730 | 15,53 | ||||
| 2025-07-31 | 13F | Rational Advisors Llc | 510 801 | 14,16 | 41 712 | 18,23 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 63 344 | 87,97 | 5 173 | 94,66 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 140 862 | 2,23 | 11 503 | 5,87 | ||||
| 2025-05-14 | 13F | HAP Trading, LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 31 453 | 37,59 | 2 568 | 42,51 | ||||
| 2025-08-14 | 13F | Man Group plc | Call | 44 800 | −4,48 | 3 658 | −1,08 | |||
| 2025-08-14 | 13F | Man Group plc | Put | 44 800 | −14,18 | 3 658 | −11,11 | |||
| 2025-04-17 | 13F | FNY Investment Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 4 345 | 13,36 | 355 | 17,22 | ||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 2 424 | 0,00 | 198 | 3,14 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 3 489 | −0,63 | 285 | 2,90 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 2 040 | 0,00 | 167 | 3,75 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 21 891 | 229,73 | 1 788 | 241,68 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 13 932 | −7,58 | 1 133 | −3,57 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 10 | 0,00 | 1 | |||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 3 219 | 263 |
