Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Gold Trust inkluderar Advanced Series Trust - Ast Balanced Asset Allocation Portfolio, Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio, Advanced Series Trust - Ast Advanced Strategies Portfolio, Advanced Series Trust - Ast Prudential Growth Allocation Portfolio, Advanced Series Trust - Ast Preservation Asset Allocation Portfolio, Gotham Asset Management, LLC, B&D White Capital Company, LLC, Midwest Trust Co, Kingstone Capital Partners Texas, LLC, Sofi Wealth, Llc, Lifelong Wealth Advisors, Inc., Vernal Point Advisors, LLC, Capitolis Liquid Global Markets LLC, Jmac Enterprises Llc, Per Stirling Capital Management, LLC., Chicago Partners Investment Group LLC, Strathmore Capital Advisors, Inc., DRAI - Draco Evolution AI ETF, Veridan Wealth LLC, och North Dallas Bank & Trust Co .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 59 296 | 4,95 | 4 | 0,00 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 9 740 | 0,31 | 607 | 6,12 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 420 306 | 12,12 | 26 210 | 18,59 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 108 225 | 373,92 | 6 749 | 401,34 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 438 429 | 1,50 | 27 340 | 7,35 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 65 546 | 4 087 | ||||||
| 2025-08-12 | 13F | Prudential Financial Inc | 3 494 106 | 2 152,72 | 217 892 | 2 282,64 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 6 057 | 15,77 | 378 | 22,40 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 27 921 | 1,56 | 1 741 | 7,47 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 23 094 | 1 440 | ||||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 6 820 | 425 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5 007 341 | 6,12 | 312 258 | 12,24 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 153 429 | 2,44 | 9 568 | 8,35 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 495 | 31 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 15 998 | 4,99 | 998 | 11,02 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 19 709 | 72,27 | 1 229 | 82,34 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 17 783 | 1 109 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 413 772 | 15,76 | 26 014 | 23,44 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 3 652 | 0,08 | 228 | 5,58 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 2 142 | 12,62 | 134 | 18,75 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 28 562 | 0,37 | 1 781 | 6,20 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 4 314 | 269 | ||||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 6 757 | 3,40 | 421 | 9,35 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 12 508 | 0,32 | 780 | 5,99 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 17 115 | 7,54 | 1 067 | 13,75 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 134 163 | 0,70 | 8 366 | 6,51 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 127 720 | 621,66 | 7 965 | 663,57 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 58 242 | 66,53 | 3 632 | 76,09 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 12 076 | 1,92 | 753 | 7,88 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 5 509 | 271 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2 204 | 215,31 | 137 | 234,15 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 41 232 | 0,50 | 2 571 | 6,33 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 80 916 | 4,13 | 5 046 | 10,13 | ||||
| 2025-08-14 | 13F | Capital & Planning, Llc | 8 860 | 87,12 | 553 | 97,85 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 10 334 | 61,44 | 644 | 70,82 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 103 288 | 1,97 | 6 517 | 2,71 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 56 406 | 31,80 | 3 517 | 39,40 | ||||
| 2025-08-07 | 13F | Nwam Llc | 13 748 | 0,75 | 847 | 5,35 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 37 852 | 46,81 | 2 360 | 55,26 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 8 052 | 502 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 3 623 080 | 5,93 | 225 935 | 12,04 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 34 946 | 921,51 | 2 179 | 984,08 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 350 | 22 | ||||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 11 600 | 120,95 | 684 | 163,71 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 3 552 | 8,56 | 222 | 15,10 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 7 716 | 0,78 | 481 | 6,65 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 276 608 | 463,08 | 17 249 | 495,61 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 52 167 | 5,36 | 3 302 | 9,38 | ||||
| 2025-07-24 | 13F | Eastern Bank | 35 054 | 9,84 | 2 186 | 16,16 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 1 971 | 18,09 | 123 | 24,49 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 2 079 | 259,07 | 130 | 279,41 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 635 955 | 0,75 | 39 658 | 6,56 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 854 826 | 52,48 | 53 125 | 60,72 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 26 206 | 14,92 | 1 616 | −19,73 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 4 499 | 281 | ||||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 5 877 | 40,50 | 366 | 48,78 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 29 660 | 0,27 | 1 850 | 6,02 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 500 | 31 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 9 726 | 4,69 | 1 | |||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 1 058 060 | 65 981 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 6 973 | 435 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 750 | 48,51 | 47 | 58,62 | ||||
| 2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 3 837 | 239 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 4 087 979 | 13,82 | 254 926 | 20,38 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 3 605 | 225 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 4 740 | 13,81 | 296 | 12,17 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 211 950 | 13 217 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 350 876 | 51,57 | 21 881 | 60,30 | ||||
| 2025-08-28 | NP | RAPAX - Cohen & Steers Real Assets Fund, Inc. Class A | 339 266 | 6,37 | 21 157 | 12,50 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 6 830 | 0,63 | 426 | 6,25 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 117 | 30,00 | 7 | 40,00 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 21 891 | 1 365 | ||||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 3 444 | 215 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 7 687 | 4,64 | 479 | 10,62 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 39 238 | 84,16 | 2 447 | 132,07 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 991 700 | 19,24 | 61 842 | 26,12 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 12 698 | 52,25 | 792 | 61,10 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 1 329 143 | 12 087,26 | 82 885 | 12 790,36 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 25 686 | 2,62 | 1 602 | 8,54 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 3 | 200,00 | 0 | |||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 10 | 1 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 14 407 | 26,99 | 898 | 34,43 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 23 277 | 99,51 | 1 452 | 111,21 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 13 634 | 3,36 | 850 | 9,40 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 173 675 | 107,25 | 10 830 | 119,23 | ||||
| 2025-07-30 | 13F | Axecap Investments, LLC | 14 179 | 280,75 | 884 | 303,65 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 9 227 | 575 | ||||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 93 539 | 2,74 | 5 833 | 8,66 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 6 889 | 36,39 | 430 | 44,44 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 6 669 | 1,18 | 416 | 6,96 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 96 656 | 1,54 | 6 027 | 7,39 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 009 | 25,19 | 63 | 31,91 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 4 515 | 22,56 | 282 | 29,49 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 841 | 179,90 | 175 | 196,61 | ||||
| 2025-08-07 | 13F | PFG Advisors | 1 432 369 | 4 797,32 | 149 012 | 8 543,39 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 306 824 | 1,48 | 19 134 | 7,33 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 10 850 | 10,37 | 677 | 39,09 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 12 521 | 2,79 | 781 | 8,64 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 58 155 | 1,13 | 3 627 | 6,96 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 18 557 | 7,83 | 1 157 | 14,10 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 7 459 | 6,42 | 465 | 12,59 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 51 579 | 14,80 | 3 216 | 21,40 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 4 313 | 8,67 | 269 | 14,53 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 320 | 267,82 | 20 | 280,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 67 710 | 46,03 | 4 222 | 54,48 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 6 001 | 5,32 | 374 | 11,64 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3 873 | 4,53 | 241 | 10,55 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 57 | 4 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 51 910 | 79,89 | 3 237 | 90,30 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 118 041 | 3 321,48 | 7 361 | 3 526,11 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 96 166 | 91,22 | 5 997 | 102,23 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | 6 950 | 75,95 | 433 | 86,64 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Call | 500 | 31 | |||||
| 2025-08-11 | 13F | Eq Llc | 50 024 | 4,23 | 3 120 | 10,25 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Put | 3 200 | 200 | |||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | 42 717 | 272,07 | 2 664 | 293,93 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 61 169 | 18,15 | 3 815 | 24,97 | ||||
| 2025-08-15 | 13F | Harvest Fund Management Co., Ltd | 167 843 | 67,24 | 10 | 100,00 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 1 000 | 62 | ||||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 12 393 | 80,55 | 773 | 91,09 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 262 049 | 40,78 | 16 341 | 48,91 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 165 240 | 10 304 | ||||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 74 094 | 17,95 | 4 621 | 24,76 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 63 275 | 1,07 | 3 946 | 6,88 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 4 454 | 15,36 | 278 | 22,03 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 1 084 | 1,88 | ||||||
| 2025-08-07 | 13F | Americana Partners, LLC | 26 166 | 8,99 | 1 632 | 15,27 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 11 518 | 5,45 | 718 | 11,49 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 19 719 | 13,96 | 1 230 | 20,49 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 797 | 1 892,50 | 50 | 2 350,00 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 74 944 | 14,99 | 4 674 | 21,63 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 3 590 | 6,02 | 224 | 12,06 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 10 850 | 11,92 | 677 | 18,39 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 17 820 | 949,47 | 1 | |||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 159 746 | 2,03 | 9 962 | 7,91 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 66 925 | 3,99 | 4 173 | 9,99 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 49 206 | 0,41 | 3 068 | 6,20 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 10 431 | 650 | ||||||
| 2025-07-16 | 13F | Embree Financial Group | 5 589 | 7,07 | 349 | 13,36 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 11 775 | 105,50 | 734 | 117,80 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 27 917 | 10,80 | 1 741 | 17,17 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 8 987 | 560 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 52 046 | 1,70 | 3 246 | 9,11 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 602 279 | 75,55 | 59 859 | 195,93 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 30 109 | 74,21 | 1 878 | 84,20 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 63 714 | 9,93 | 3 973 | 16,27 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 7 795 | 6 136,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 22 961 | 116,63 | 1 432 | 129,33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 305 400 | 28,37 | 19 045 | 35,78 | |||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 10 249 | 141,89 | 639 | 156,63 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 51 267 | 0,74 | 3 197 | 6,57 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 129 088 | 7,49 | 8 050 | 13,69 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 9 698 | 0,57 | 605 | 6,34 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 82 558 | 1,32 | 5 148 | 7,16 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 5 649 | 35,27 | 352 | 43,09 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 59 627 | 1,10 | 3 718 | 6,93 | ||||
| 2025-06-25 | NP | PUDAX - PGIM Real Assets Fund Class A | 113 181 | 60,32 | 7 036 | 88,53 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 4 600 | 6,98 | 287 | 13,04 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 5 108 818 | 809,07 | 318 586 | 861,50 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 129 299 | 6,88 | 70 423 | 13,04 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 1 078 100 | 105,16 | 67 230 | 116,99 | |||
| 2025-07-08 | 13F | Apella Capital, LLC | 20 400 | 1 284 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 17 564 | 51,75 | 1 095 | 60,56 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1 150 | 6,58 | 72 | 12,70 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 3 945 | 233 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 5 427 | 1,19 | 338 | 6,96 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 12 158 | 6,66 | 758 | 12,82 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 22 789 | 27,39 | 1 419 | 32,65 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 16 031 | 46,00 | 1 000 | 54,56 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 3 457 | 216 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 75 930 | 14,76 | 4 735 | 21,35 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 78 528 | 1,91 | 4 897 | 7,79 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 1 290 | 0 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 80 273 | 21,08 | 5 006 | 28,07 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 15 376 | 0,99 | 959 | 6,80 | ||||
| 2025-07-09 | 13F | Exchange Bank | 8 785 | 27,45 | 548 | 34,73 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 5 818 | 37,64 | 363 | 45,38 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 104 326 | 8,43 | 6 505 | 14,69 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 4 639 | 289 | ||||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 5 465 | 271 | ||||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 67 121 | 3,92 | 4 186 | 9,90 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 55 146 | 4,14 | 3 439 | 10,12 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 49 235 | 9,50 | 3 070 | 15,81 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 28 082 | 49,98 | 1 751 | 58,75 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 4 | 0 | ||||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 545 373 | 7,02 | 34 009 | 13,20 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 644 035 | 52,78 | 40 162 | 61,60 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 29 836 | 20,39 | 1 861 | 27,31 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 3 370 | 210 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 413 | 0 | ||||||
| 2025-07-11 | 13F | First PREMIER Bank | 23 414 | 42,65 | 1 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 864 900 | 31,94 | 53 935 | 39,55 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 9 902 | 617 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 21 776 | 25,45 | 1 373 | 27,15 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 6 930 | 1,14 | 432 | 7,20 | ||||
| 2025-08-14 | 13F | Family Management Corp | 38 277 | 0,39 | 2 387 | 6,14 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 154 103 | 23,36 | 9 086 | 46,91 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 122 955 | 7 667 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 3 519 | 219 | ||||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 171 284 | 25,22 | 10 681 | 32,45 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 56 686 | 1,29 | 3 535 | 7,12 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 264 063 | 0,18 | 16 467 | 5,95 | ||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 183 074 | 9,14 | 11 416 | 15,43 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 9 459 | 590 | ||||||
| 2025-08-14 | 13F | Erste Asset Management GmbH | 1 775 650 | 52,55 | 110 730 | 61,34 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 8 520 | 16,60 | 531 | 23,49 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 341 605 | 7,86 | 21 302 | 14,08 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 80 331 | 2,21 | 5 009 | 8,09 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 4 090 | 255 | ||||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 379 683 | 21,07 | 23 677 | 28,05 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1 514 | 18,84 | 94 | 25,33 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 240 586 | 3,24 | 15 003 | 9,19 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 430 | 290,91 | 27 | 333,33 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 11 047 | 222,73 | 689 | 242,29 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 5 934 | 22,83 | 370 | 30,28 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 34 422 | 8,66 | 2 147 | 14,94 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 676 720 | 7,87 | 42 200 | 14,09 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 6 621 | 7,52 | 413 | 13,50 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 7 046 | 83,92 | 439 | 95,11 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5 958 | 6,07 | 372 | 12,08 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 27 963 | 4,49 | 1 744 | 10,53 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 6 802 | 424 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1 015 | 12,78 | 63 | 18,87 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 6 534 | 24,13 | 407 | 56,54 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 255 613 | 1,07 | 15 940 | 6,90 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 16 564 | 1 033 | ||||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 7 125 | 10,89 | 444 | 17,46 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 73 934 | 6,75 | 4 611 | 12,91 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 69 211 | 1,28 | 4 316 | 7,10 | ||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 6 434 | 401 | ||||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 3 900 | 243 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 4 557 | 17,72 | 0 | |||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 3 341 | 208 | ||||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 152 800 | 139,12 | 9 529 | 152,93 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 245 641 | 10,00 | 15 318 | 16,35 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 85 342 | 15,74 | 5 322 | 22,41 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 97 021 | 4,72 | 6 050 | 10,77 | ||||
| 2025-08-25 | NP | GK - AdvisorShares Gerber Kawasaki ETF | 13 127 | 37,64 | 819 | 45,55 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 3 832 | 5,16 | 226 | 25,00 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 12 984 | 11,26 | 810 | 17,59 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 5 696 | 9,29 | 355 | 15,64 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 117 426 | 0,29 | 7 323 | 6,07 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 484 363 | 4 430,99 | 30 205 | 4 694,29 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 18 722 | 294,48 | 1 168 | 318,28 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 51 748 | 4,90 | 3 289 | 13,30 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 6 258 | 390 | ||||||
| 2025-08-06 | 13F | First Eagle Investment Management, LLC | 3 056 | 215,70 | 189 | 235,71 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 60 735 | 16,84 | 3 787 | 23,60 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 64 920 | 4 149 | ||||||
| 2025-08-15 | 13F | E Fund Management Co., Ltd. | 382 228 | 494,31 | 23 836 | 528,56 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 48 393 | 2,57 | 3 018 | 8,49 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 3 354 | 209 | ||||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 3 976 | 232 | ||||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 153 684 | 0,29 | 9 584 | 6,08 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 109 536 | 6 831 | ||||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 7 895 | 18,53 | 492 | 25,51 | ||||
| 2025-08-07 | 13F | Commerce Bank | 171 989 | 1,60 | 10 725 | 7,46 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 38 957 | 272,54 | 2 429 | 294,32 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 164 794 | 17,69 | 10 277 | 24,48 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 36 493 | 42,61 | 2 276 | 50,86 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 23 880 | 561,86 | 1 489 | 602,36 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 17 160 | 0,17 | 1 070 | 5,94 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 732 123 | 2,65 | 45 655 | 8,57 | ||||
| 2025-07-15 | 13F/A | Kure Advisory, LLC | 94 760 | 3,45 | 5 909 | 9,43 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 13 | 1 | ||||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 2 157 | 13,83 | 135 | 20,72 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 42 079 | 422,01 | 3 | |||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 125 985 | 0,01 | 7 856 | 5,78 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 45 626 | 67,04 | 2 845 | 76,71 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 16 365 | 22,20 | 1 021 | 29,28 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 29 348 | 1,56 | 1 830 | 7,46 | ||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 37 132 | 2 316 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 875 385 | 41,90 | 116 878 | 49,99 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 321 686 | 7,89 | 20 060 | 14,11 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 47 356 | 233,85 | 2 953 | 253,23 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 28 275 | 12,18 | 1 763 | 18,64 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 56 981 | 0,24 | 3 553 | 6,03 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 3 225 | 201 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 697 | 128,52 | 43 | 152,94 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 28 000 | 55,56 | 1 746 | 64,56 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | Call | 100 | 0 | |||||
| 2025-07-17 | 13F | Flywheel Private Wealth LLC | 32 405 | 1,46 | 2 021 | 7,28 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 6 548 | 142,43 | 408 | 156,60 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 8 202 | 42,84 | 521 | 46,35 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 8 479 | 529 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 26 491 | 77,43 | 1 652 | 87,61 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 12 679 915 | 0,43 | 790 719 | 6,23 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 1 077 896 | 12,33 | 67 218 | 18,81 | ||||
| 2025-07-31 | 13F | DDD Partners, LLC | 3 833 | 239 | ||||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 5 570 | 57,92 | 347 | 67,63 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 79 350 | 21,06 | 4 948 | 28,05 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 259 194 | 9,30 | 16 163 | 15,61 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 10 952 | 13,04 | 683 | 19,44 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | 20 785 | 655,82 | 1 296 | 700,00 | ||||
| 2025-08-12 | 13F | Intrepid Capital Management Inc | 74 648 | 0,33 | 4 655 | 6,13 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 66 378 | 16,42 | 4 139 | 23,15 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 10 519 | 14,25 | 656 | 20,85 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 378 844 | 13,55 | 23 625 | 20,10 | ||||
| 2025-08-08 | 13F | Creative Planning | 764 144 | 0,03 | 47 652 | 5,80 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 3 858 | 241 | ||||||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 32 300 | 223,00 | 2 014 | 241,94 | |||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 42 600 | 103,83 | 2 657 | 115,58 | |||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 917 093 | 5,58 | 57 | 11,76 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 228 311 | 0,14 | 14 237 | 5,91 | ||||
| 2025-07-21 | 13F | Quattro Financial Advisors Llc | 5 707 | 39,81 | 356 | 47,92 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 974 903 | 23,05 | 60 795 | 30,15 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 50 393 | 21,72 | 3 143 | 28,77 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 1 319 | 0 | ||||||
| 2025-08-14 | 13F | Mairs & Power Inc | 3 525 | 220 | ||||||
| 2025-07-09 | 13F | Connective Portfolio Management, LLC | 62 029 | 29,15 | 3 886 | 37,27 | ||||
| 2025-07-16 | 13F | American National Bank | 18 551 | 1,64 | 1 157 | 7,43 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 24 989 | 69,68 | 1 558 | 79,49 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 77 037 | 0,52 | 4 804 | 6,33 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 17 365 | 9,11 | 1 083 | 15,35 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 70 746 | 46,70 | 4 412 | 55,15 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 21 091 | 12,88 | 1 315 | 15,45 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 197 538 | 1 074,35 | 12 318 | 1 142,99 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 5 811 | 365 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 884 888 | 158,47 | 117 542 | 173,38 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 95 | 6 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 444 | 28 | ||||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 236 986 | 1,61 | 15 094 | 9,76 | ||||
| 2025-07-31 | 13F | Pullen Investment Management, LLC | 6 398 | 9,26 | 399 | 15,36 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 169 335 | 3,88 | 10 560 | 9,88 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 16 117 | 280,12 | 1 005 | 380,86 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 5 916 | 43,18 | 369 | 51,44 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 14 076 | 1,63 | 878 | 7,48 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 446 | 17,37 | 28 | 22,73 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 10 349 | 32,37 | 645 | 40,22 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 36 817 | 6,27 | 2 296 | 12,39 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 112 313 | 2,98 | 7 004 | 8,91 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 8 514 | 10,86 | 531 | 17,26 | ||||
| 2025-04-29 | NP | DRAI - Draco Evolution AI ETF | 57 038 | 3 073 | ||||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 4 094 | 255 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 2 075 | 10,31 | 129 | 17,27 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 230 628 | 0,37 | 14 382 | 6,15 | ||||
| 2025-06-25 | NP | DRRAX - BNY Mellon Global Real Return Fund Class A | 141 620 | 136,80 | 8 805 | 178,52 | ||||
| 2025-08-14 | 13F | Css Llc/il | 176 840 | 1,42 | 11 028 | 7,27 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 21 465 | 16,11 | 1 331 | 22,22 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 52 918 | 19,52 | 3 300 | 26,40 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 400 | 25 | ||||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Advanced Strategies Portfolio | 370 300 | 23 092 | ||||||
| 2025-06-03 | 13F | Invst, LLC | 55 792 | 10,76 | 3 289 | 31,88 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 21 604 | 2,06 | 1 347 | 7,93 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 33 555 | 50,61 | 2 092 | 59,33 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 3 989 | 26,59 | 249 | 34,05 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 3 472 | 217 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 4 649 | 0,28 | 290 | 5,86 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 156 113 | 1,12 | 9 735 | 6,95 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 14 013 | 5,00 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 116 755 | 24,38 | 7 281 | 31,55 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 426 436 | 2,73 | 26 593 | 8,66 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 6 826 | 63,34 | 426 | 72,76 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 34 101 | 0,27 | 2 127 | 6,03 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 4 094 | 8,85 | 255 | 15,38 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 43 721 | 0,44 | 2 726 | 0,81 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 4 194 | 262 | ||||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 8 030 | 1,01 | 501 | 6,84 | ||||
| 2025-08-12 | 13F | Mizuho Securities Co. Ltd. | 2 230 | 139 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 372 940 | 1,07 | 23 257 | 6,89 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 20 174 | 21,36 | 1 258 | 28,37 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 298 223 | 16,42 | 18 597 | 23,13 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 433 127 | 25,47 | 27 010 | 32,70 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 29 911 | 0,85 | 1 865 | 6,69 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 4 822 | 39,61 | 303 | 44,29 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 39 970 | 0,50 | 2 493 | 6,31 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 10 493 | 10,79 | 654 | 17,20 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 1 567 786 | 1,26 | 97 783 | 7,12 | ||||
| 2025-07-22 | 13F | CPR Investments Inc. | 66 679 | 78,07 | 4 158 | 88,40 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 40 623 | 1,45 | 2 533 | 7,33 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 7 226 | 35,42 | 451 | 43,31 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 4 966 | 310 | ||||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 60 536 | 3 785 | ||||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 7 598 | 2,97 | 474 | 8,74 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 7 328 | 0,56 | 457 | 6,29 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 15 385 | 959 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 122 541 | 4,49 | 7 642 | 10,51 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 672 817 | 4,92 | 229 036 | 10,97 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 31 931 | 115,82 | 1 991 | 128,33 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 8 875 | 553 | ||||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 392 635 | 53,11 | 24 485 | 61,94 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 54 041 | 1,26 | 3 370 | 7,09 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 143 053 | 3 577,46 | 8 921 | 3 795,20 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 454 | 27 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 23 334 | 27,59 | 1 455 | 34,97 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 337 | 7,05 | 83 | 13,70 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 71 434 | 1,73 | 4 455 | 7,58 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2 354 148 | 0,13 | 146 805 | 5,91 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1 368 429 | 2,77 | 85 335 | 8,70 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 10 313 | 643 | ||||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 30 411 | 41,71 | 1 896 | 49,88 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 54 399 | 16,69 | 3 392 | 43,00 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 308 | 19 | ||||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 4 262 | 0,57 | 267 | 0,75 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 14 709 | 0,71 | 917 | 6,50 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 039 | 1,14 | 314 | 7,17 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 57 980 | 6,90 | 3 616 | 13,07 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 8 740 | 15,38 | 545 | 22,20 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 106 380 | 1 068,24 | 6 634 | 1 137,50 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 63 194 | 17,47 | 3 941 | 24,25 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 461 038 | 35,48 | 28 750 | 43,29 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 9 647 | 44,26 | 569 | 60,91 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 4 468 | 17,02 | 279 | 23,56 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6 616 480 | 2,30 | 412 563 | 8,02 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 037 216 | 5,78 | 65 | 12,28 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 300 016 | 4,22 | 18 709 | 10,24 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 147 743 | 3 754,50 | 9 213 | 3 994,67 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 45 604 | 1,97 | 2 844 | 7,85 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 46 001 | 11,66 | 2 869 | 18,12 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 76 868 | 36,10 | 4 793 | 43,98 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 53 078 | 1,56 | 3 310 | 17,55 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 919 938 | 1,13 | 57 367 | 6,97 | ||||
| 2025-08-12 | 13F | Prudential Plc | 120 861 | 3,04 | 7 537 | 8,98 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 848 | 20,11 | 53 | 26,83 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 7 902 | 493 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 204 655 | 4,40 | 12 762 | 10,42 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 5 882 | 5,77 | 367 | 11,93 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 8 589 | 98,31 | 541 | 112,60 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 4 875 | 0,08 | 304 | 5,92 | ||||
| 2025-08-08 | 13F | Allianz Se | 1 154 291 | 5,40 | 71 982 | 11,47 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 9 130 | 118,53 | 569 | 131,30 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 632 981 | 7,11 | 39 473 | 13,28 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 25 814 | 1 610 | ||||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 18 025 | 12,50 | 1 124 | 19,07 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 384 | 24 | ||||||
| 2025-04-03 | 13F | First Hawaiian Bank | 6 325 | 373 | ||||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 3 329 | 208 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 37 150 | 78,53 | 2 317 | 88,91 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 339 266 | 6,37 | 21 | 16,67 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 39 246 | 65,43 | 2 447 | 75,04 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 344 512 | 4,09 | 21 484 | 10,09 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 20 628 | 75,17 | 1 286 | 85,30 | ||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 14 401 | 0,40 | 898 | 6,27 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 3 786 | 10,19 | 236 | 6,79 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 31 180 | 1,17 | 1 944 | 8,54 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 38 586 | 0,92 | 2 406 | 6,74 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 10 842 | 1,80 | 676 | 7,81 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 11 787 | 6,98 | 735 | 13,25 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 30 048 | 1,95 | 1 874 | 7,83 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 742 316 | 11,41 | 46 291 | 23,38 | ||||
| 2025-08-12 | 13F | Bokf, Na | 315 146 | 2,94 | 19 653 | 8,88 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 21 596 | 1,67 | 1 347 | 7,51 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 163 249 | 10 180 | ||||||
| 2025-08-14 | 13F | Kitching Partners, Llc | 105 409 | 3,38 | 6 573 | 9,35 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 151 481 | 9 446 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 6 306 | 1,38 | 393 | 7,38 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 10 993 | 12,93 | 686 | 19,55 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 34 071 | 2 125 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 127 716 | 10,17 | 7 964 | 16,53 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 55 742 | 0,65 | 3 476 | 6,46 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 14 738 | 919 | ||||||
| 2025-08-11 | 13F | Theory Financial Llc | 3 341 | 207 | ||||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 29 861 | 1,96 | 1 862 | 7,88 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 4 125 | 10,74 | 257 | 17,35 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 110 658 | 7,23 | 6 901 | 13,41 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 21 347 | 29,16 | 1 331 | 36,65 | ||||
| 2025-07-16 | 13F | Novem Group | 18 246 | 3,69 | 1 138 | 9,64 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 25 948 | 24,46 | 1 618 | 31,65 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 195 759 | 27,03 | 12 208 | 34,36 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 550 542 | 2,81 | 34 332 | 8,74 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 5 943 | 369 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 168 217 | 170,25 | 10 496 | 190,11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 1 305 400 | 175,05 | 81 405 | 190,92 | |||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 355 397 | 17,03 | 22 163 | 23,78 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 14 271 | 221,78 | 890 | 240,61 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 285 538 | 915,57 | 17 806 | 974,59 | ||||
| 2025-07-23 | 13F/A | Euro Pacific Asset Management, LLC | 9 061 | 36,87 | 1 | |||||
| 2025-08-14 | 13F | Glenview Trust Co | 12 384 | 9,70 | 772 | 16,09 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 32 254 | 2,95 | 2 011 | 8,88 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 3 368 | 210 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 589 730 | 5,21 | 36 776 | 11,28 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 209 790 | 798,30 | 12 369 | 969,98 | ||||
| 2025-07-30 | NP | LENS - Sarmaya Thematic ETF | 5 372 | 153,04 | 334 | 192,11 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 26 328 | 2,21 | 1 642 | 8,10 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 544 710 | 1,24 | 33 968 | 7,08 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 6 649 | 16,14 | 415 | 22,85 | ||||
| 2025-08-01 | 13F | Motco | 78 571 | 1,12 | 4 872 | 6,35 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 10 999 | 4,54 | 686 | 10,48 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 34 889 | 10,50 | 2 176 | 16,87 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 187 291 | 49,43 | 11 679 | 58,06 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 14 006 | 9,45 | 873 | 15,78 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 137 100 | 14,25 | 8 550 | 20,83 | |||
| 2025-08-14 | 13F | TT Capital Management LLC | 6 487 | 403 | ||||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 60 475 | 8,47 | 3 771 | 14,72 | ||||
| 2025-09-03 | 13F | American Trust | 63 176 | 3 940 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4 880 | 2,85 | 304 | 8,96 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 7 123 | 444 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 4 985 | 311 | ||||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 15 305 | 9,10 | 954 | 15,36 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 92 692 | 7,50 | 5 780 | 13,69 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 4 276 | 1,98 | 267 | 7,69 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 24 387 | 1 521 | ||||||
| 2025-07-25 | NP | LALT - First Trust Multi-Strategy Alternative ETF | 25 937 | 1,93 | 1 612 | 17,66 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 3 831 | 239 | ||||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 17 903 | 1 116 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 36 703 | 21,99 | 2 289 | 29,05 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 7 670 | 0,54 | 478 | 6,46 | ||||
| 2025-08-13 | 13F | Crcm Lp | 280 240 | 4 598,07 | 17 476 | 4 878,63 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 7 156 | 10,09 | 446 | 16,45 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 7 463 | 49,32 | 465 | 58,16 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 69 915 | 7,70 | 4 360 | 13,90 | ||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 96 172 | 5 997 | ||||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 8 843 | 1,47 | 551 | 7,41 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Put | 6 441 700 | 0,19 | 401 704 | 5,96 | |||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 6 036 | 4,65 | 376 | 10,59 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | 89 319 | 5 570 | ||||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 62 372 | 754,41 | 3 677 | 1 049,06 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 10 919 614 | 67,45 | 680 947 | 77,11 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 41 870 | 2,71 | 2 588 | 8,60 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 3 209 | 200 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 60 501 | 179,58 | 3 773 | 252,19 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 11 267 | 0,54 | 703 | 6,36 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 112 707 | 14,62 | 7 028 | 21,24 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 736 | 46 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1 705 | 4,28 | 106 | 10,42 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 47 624 | 119,92 | 2 768 | 155,35 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 7 882 | 100,92 | 492 | 112,55 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 31 500 | 2 | ||||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 37 199 | 2 320 | ||||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Balanced Asset Allocation Portfolio | 1 565 300 | 97 612 | ||||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 68 691 | 36,98 | 4 284 | 44,89 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 34 692 | 2,21 | 2 163 | 8,10 | ||||
| 2025-04-28 | NP | MPAY - Akros Monthly Payout ETF | 3 072 | 1,72 | 165 | 9,27 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 87 151 | 176,93 | 5 435 | 248,78 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 21 715 | 3,16 | 1 354 | 9,11 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 7 200 | 104,72 | 450 | 110,28 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 93 287 | 16,62 | 5 817 | 23,35 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 3 683 | 4,63 | 230 | 10,63 | ||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 106 140 | 2,84 | 6 619 | 8,76 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 2 071 | 129 | ||||||
| 2025-07-23 | 13F | Friedenthal Financial | 360 | 22 | ||||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 28 880 | 3,88 | 1 801 | 9,82 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 10 285 | 19,11 | 641 | 25,93 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 5 490 435 | 14,44 | 342 384 | 21,04 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Prudential Growth Allocation Portfolio | 320 000 | 19 955 | ||||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 26 755 | 44,73 | 1 668 | 82,30 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 30 486 | 29,23 | 1 901 | 36,76 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 134 943 | 8 415 | ||||||
| 2025-07-10 | 13F | Veridan Wealth LLC | 40 971 | 2 555 | ||||||
| 2025-08-28 | NP | GPAAX - Grant Park Multi Alternative Strategies Fund Class A | 249 220 | 16,12 | 15 541 | 22,82 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 10 780 | 672 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 88 640 | 546,68 | 5 528 | 584,03 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 167 487 | 0,16 | 10 445 | 5,93 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 1 020 | 85,45 | 64 | 96,88 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 66 900 | 31,69 | 4 172 | 39,27 | |||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 76 352 | 4 761 | ||||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 116 996 | 4,16 | 7 296 | 10,16 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 717 165 | 13,78 | 44 722 | 20,34 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 668 502 | 16,16 | 41 688 | 22,86 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 28 568 | 47,08 | 1 782 | 55,55 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 2 800 | 833,33 | 175 | 923,53 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 13 337 | 26,18 | 832 | 33,39 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 81 598 | 5 088 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 16 317 | 11,74 | 1 018 | 18,26 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 3 385 | 211 | ||||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 87 029 | 422,51 | 5 427 | 452,65 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 3 430 | 0,12 | 214 | 5,97 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 60 987 | 0,29 | 3 803 | 6,11 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 3 167 | 10,70 | 197 | 17,26 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 872 | 54 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 210 513 | 32,87 | 13 | 44,44 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 10 729 | 0,94 | 669 | 6,87 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 29 222 | 4,14 | 1 822 | 10,16 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 1 140 | 56,38 | 0 | |||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 302 683 | 1,47 | 17 846 | 20,84 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 2 499 | 523,19 | 156 | 573,91 | ||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 85 454 | 0,38 | 4 701 | 0,84 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 105 185 | 2,41 | 6 559 | 8,32 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 20 | 1 | ||||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 38 941 | 3,07 | 2 428 | 9,03 | ||||
| 2025-06-27 | NP | FERRX - First Eagle Global Real Assets Fund Class R6 | 3 056 | 251,67 | 190 | 320,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 5 331 201 | 6,79 | 332 454 | 12,95 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 341 290 | 3,64 | 21 283 | 9,62 | ||||
| 2025-07-18 | 13F | WealthNavi Inc. | 6 571 130 | 8,62 | 410 | 14,89 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 15 356 | 19,03 | 958 | 25,92 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 182 857 | 11,76 | 11 403 | 18,20 | ||||
| 2025-07-15 | 13F | DSG Capital Advisors, LLC | 163 534 | 2,69 | 10 198 | 8,61 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 132 461 | 19,54 | 8 260 | 26,44 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 3 385 | 211 | ||||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 110 351 | 6 881 | ||||||
| 2025-08-07 | 13F | Wisconsin Capital Management Llc | 7 240 | 7,42 | 451 | 13,60 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 5 131 | 320 | ||||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 5 160 | 5,20 | 322 | 11,07 | ||||
| 2025-08-07 | 13F | Delta Financial Advisors Llc | 80 322 | 0,09 | 5 009 | 5,85 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 493 | 155,44 | 31 | 172,73 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 25 849 | 19,03 | 1 612 | 25,86 | ||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 815 118 | 0,55 | 50 831 | 6,35 | ||||
| 2025-08-28 | 13F | China Universal Asset Management Co., Ltd. | 46 000 | 35,29 | 2 869 | 43,11 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 4 307 | 8,35 | 269 | 14,53 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 775 | 48 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 800 008 | 2,01 | 49 889 | 7,89 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 6 197 | 7,89 | 386 | 14,20 | ||||
| 2025-07-28 | 13F | 5th Street Advisors, LLC | 16 687 | 2,53 | 1 041 | 8,45 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 268 020 | 6,08 | 16 714 | 12,19 | ||||
| 2025-08-14 | 13F | Vernal Point Advisors, LLC | 84 629 | 5 277 | ||||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 909 546 | 4,10 | 56 719 | 10,10 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 98 338 | 0,24 | 6 187 | 5,45 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 110 950 | 4 | ||||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 212 689 | 2,16 | 13 263 | 8,06 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3 370 | 210 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 4 172 | 260 | ||||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 5 042 | 1,20 | 314 | 7,17 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 40 031 | 133,84 | 2 496 | 147,37 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 553 050 | 0,64 | 97 | 6,67 | ||||
| 2025-07-16 | 13F | Brave Asset Management Inc | 162 598 | 5,10 | 10 146 | 11,24 | ||||
| 2025-08-19 | 13F | MRP Capital Investments, LLC | 6 500 | 405 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 206 654 | 6,88 | 12 887 | 13,04 | ||||
| 2025-07-16 | 13F | Global Wealth Management, LLC | 18 488 | 2,38 | 1 166 | 9,49 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 242 833 | 29,97 | 14 971 | 37,84 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 4 695 | 1,51 | 293 | 7,35 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 248 675 | 8,70 | 15 507 | 14,97 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 75 159 | 5,83 | 4 687 | 11,92 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 18 776 | 4,80 | 1 171 | 10,80 | ||||
| 2025-08-13 | 13F | Quest Investment Management Llc | 318 197 | 0,16 | 19 843 | 5,94 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1 381 | 132,88 | 86 | 152,94 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 133 052 | 917,92 | 8 297 | 977,53 | ||||
| 2025-07-23 | 13F | Wormser Freres Gestion | 35 960 | 0,72 | 2 242 | 7,69 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 9 026 | 4,49 | 563 | 10,41 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio | 776 800 | 48 441 | ||||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 3 334 | 208 | ||||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 9 093 | 110,24 | 567 | 122,35 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 6 812 | 21,95 | 425 | 28,88 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 5 765 | 125,28 | 360 | 139,33 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 12 545 | 0,03 | 782 | 5,82 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 27 016 | 3,11 | 1 685 | 9,07 | ||||
| 2025-05-02 | 13F | Retirement Planning Co of New England, Inc. | 3 631 | 214 | ||||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 6 082 | 0,13 | 379 | 5,87 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 15 358 | 4,46 | 958 | 10,51 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 65 | 4 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 520 439 | 13,89 | 32 455 | 20,46 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 848 | 2 550,00 | 53 | 5 100,00 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 151 816 | 1,14 | 9 467 | 6,97 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 3 542 | 3,96 | 221 | 10,00 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 17 179 | 18,04 | 1 071 | 24,83 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1 599 101 | 62,95 | 99 720 | 72,35 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 38 249 | 37,67 | 2 385 | 45,60 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 53 127 | 4,25 | 3 313 | 10,29 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 208 161 | 13,97 | 12 981 | 20,53 | ||||
| 2025-07-31 | 13F | Cadinha & Co Llc | 522 685 | 1,07 | 32 595 | 6,89 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 873 | 52,36 | 54 | 63,64 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 86 111 | 2,89 | 5 370 | 8,82 | ||||
| 2025-07-09 | 13F | Alken Asset Management Ltd. | 0 | |||||||
| 2025-07-21 | 13F | Wallington Asset Management, LLC | 276 479 | 0,02 | 17 241 | 5,79 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2 677 | 87,99 | 158 | 124,29 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 3 250 | 203 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 63 734 | 0,67 | 3 974 | 6,48 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 3 454 | 215 | ||||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 35 024 | 2 184 | ||||||
| 2025-07-29 | 13F | Lesa Sroufe & Co | 5 142 | 2,33 | 0 | |||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 49 909 | 1,75 | 3 107 | 1,64 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 3 575 | 2 283,33 | 223 | 3 071,43 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 57 836 | 3 607 | ||||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 80 600 | 5 026 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 54 331 | 1,41 | 3 388 | 7,49 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 1 089 365 | 65,32 | 67 933 | 74,86 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 196 900 | 12 139 | |||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 15 077 | 0,51 | 940 | 6,33 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 59 300 | 3 656 | |||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10 288 | 41,16 | 642 | 49,42 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 14 556 | 897 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 370 986 | 7,75 | 23 135 | 13,96 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 55 754 | 25,15 | 3 477 | 32,37 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 11 743 | 0,42 | 732 | 6,24 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 88 020 | 2,21 | 5 489 | 8,10 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 10 375 | 83,14 | 647 | 93,41 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 14 | 1 | ||||||
| 2025-07-31 | 13F | New Hampshire Trust | 4 286 | 4,16 | 267 | 10,33 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 27 697 | 1 727 | ||||||
| 2025-07-17 | 13F | Park Place Capital Corp | 613 | 873,02 | 39 | 1 166,67 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 283 983 | 17 709 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 288 908 | 12,07 | 18 016 | 10,86 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 39 595 | 2 469 | ||||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 4 581 | 286 | ||||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 3 517 | 219 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 35 554 | 2 217 | ||||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 27 096 | 5,17 | 1 690 | 11,19 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 366 | 23 | ||||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 196 770 | 18,97 | 12 271 | 25,83 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 13 365 | 0,59 | 833 | 6,39 |
