Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF inkluderar North Peak Capital Management, LLC, JPB Foundation, Glenmede Investment Management, LP, Perbak Capital Partners LLP, Bell Bank, FSA Investment Group, LLC, Mustico Financial Group, Inc., PJT Investments Corp., Schusterman Interests, LLC, Landmark Investment Partners, L.p., Chemung Canal Trust Co, Barings Llc, Anson Funds Management LP, III Capital Management, Blueprint Financial Advisors LLC, Alpine Woods Capital Investors, Llc, San Luis Wealth Advisors LLC, Cubist Systematic Strategies, LLC, FSM Wealth Advisors, LLC, och Arkadios Wealth Advisors .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 20 155 | 45,72 | 3 663 | 52,84 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 12 369 | 4,82 | 2 248 | 9,93 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 4 158 | 13,58 | 756 | 19,09 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 1 305 | 0,38 | 237 | 5,33 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 32 968 | 20,88 | 5 992 | 26,82 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 92 814 | 10,61 | 16 868 | 16,05 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 29 675 | 0,37 | 5 393 | 5,31 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 28 520 | 6,58 | 5 183 | 11,82 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 98 200 | 11,28 | 17 847 | 16,74 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 5 110 | 7,24 | 929 | 12,48 | ||||
| 2025-07-18 | 13F | Vicus Capital | 181 248 | 4,90 | 32 940 | 10,06 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 1 517 | 0,40 | 276 | 5,36 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 10 507 | 15,37 | 1 910 | 21,05 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 5 365 | 2,17 | 975 | 7,15 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 3 600 | 23,54 | 654 | 29,76 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 23 231 | 5,09 | 4 222 | 10,26 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 2 204 | 7,51 | 401 | 12,68 | ||||
| 2025-07-24 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 410 330 | 57,15 | 72 395 | 53,88 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 34 169 | 0,06 | 6 210 | 4,97 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 116 586 | 5,23 | 20 196 | 4,03 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 267 572 | 6,25 | 185 435 | 325,07 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 90 713 | 1,76 | 16 486 | 6,76 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 1 969 | 0,36 | 358 | 5,31 | ||||
| 2025-08-14 | 13F | Comerica Bank | 341 167 | 4,55 | 62 004 | 9,68 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 152 206 | 12,28 | 27 662 | 17,80 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 2 330 | 72,59 | 424 | 81,55 | ||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 1 831 | 20,38 | 317 | 19,17 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 11 668 | 24,42 | 2 121 | 30,54 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 49 564 | 9,77 | 9 036 | 15,54 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 1 248 | 227 | ||||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 25 217 | 4,73 | 4 583 | 9,88 | ||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 11 128 | 2,95 | 2 022 | 8,01 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 59 317 | 3,22 | 10 780 | 8,29 | ||||
| 2025-08-11 | 13F | Battery Global Advisors, LLC | 12 655 | 0,40 | 2 300 | 5,31 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 456 | 83 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 5 929 | 0,90 | 1 078 | 5,90 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 11 363 | 0,02 | 2 | 100,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 472 132 | 2,55 | 85 805 | 7,59 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 612 | 49,63 | 111 | 58,57 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 17 779 | 1 192,08 | 3 231 | 1 257,56 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 46 | 360,00 | 8 | 700,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 348 253 | 16,03 | 245 031 | 21,73 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 97 477 | 54,55 | 17 715 | 62,15 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 1 138 | 207 | ||||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 4 499 | 0,16 | 818 | 5,01 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 5 383 | 21,57 | 1 | |||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 145 869 | 12,57 | 26 510 | 18,10 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 21 786 | 7,73 | 3 959 | 13,02 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 26 315 | 0,26 | 4 782 | 5,19 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 96 749 | 19,85 | 17 583 | 25,75 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2 087 | 5,56 | 379 | 10,82 | ||||
| 2025-08-29 | NP | AIIFX - Timber Point Alternative Income Fund Institutional Class Shares | 2 000 | 33,33 | 363 | 40,15 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 39 350 | 9,97 | 7 154 | 15,35 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 1 149 | 209 | ||||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 22 083 | 8,76 | 4 013 | 14,10 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 26 156 | 13,43 | 4 754 | 19,00 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 18 099 | 37,56 | 3 289 | 44,32 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 7 471 | 1,01 | 1 358 | 6,02 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 1 710 | 311 | ||||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 4 889 | 13,51 | 889 | 19,03 | ||||
| 2025-07-24 | 13F | Baxter Bros Inc | 2 154 | 391 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 24 657 672 | 4,69 | 4 481 285 | 9,83 | ||||
| 2025-08-14 | 13F | Port Capital LLC | 87 951 | 0,37 | 15 984 | 5,30 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 294 620 | 23,84 | 53 544 | 29,93 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 49 942 | 2,68 | 9 076 | 7,73 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 3 238 | 27,78 | 588 | 34,25 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 2 032 | 369 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 12 125 | 137,61 | 2 204 | 149,21 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 1 808 | 329 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 13 493 | 39,66 | 2 452 | 46,56 | ||||
| 2025-07-30 | 13F | Axecap Investments, LLC | 5 547 | 1 008 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 12 059 | 20,28 | 2 192 | 26,21 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 57 426 | 15,88 | 10 437 | 21,58 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 3 527 | 48,69 | 641 | 50,94 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4 027 | 732 | ||||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 127 816 | 3,59 | 23 229 | 8,67 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 59 473 | 6,21 | 10 809 | 11,42 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 1 953 | 0,41 | 355 | 5,36 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Call | 46 600 | 50,32 | 8 469 | 57,71 | |||
| 2025-08-14 | 13F | Elevatus Welath Management | 1 342 | 244 | ||||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Put | 34 100 | 97,11 | 6 197 | 106,84 | |||
| 2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 45 722 | 59,19 | 8 310 | 67,02 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 2 758 | 9,71 | 501 | 15,17 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 2 097 | 9,33 | 381 | 14,76 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 1 418 | 0,21 | 258 | 4,90 | ||||
| 2025-08-12 | 13F | Mustico Financial Group, Inc. | 148 403 | 27 171 | ||||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 12 305 | 6,99 | 2 236 | 12,25 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 7 949 | 18,93 | 1 445 | 24,81 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 131 323 | 13,53 | 23 867 | 19,10 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 16 366 | 1,79 | 2 971 | 8,67 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 40 911 | 818,52 | 7 087 | 808,59 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3 217 | 0,94 | 585 | 5,80 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 3 031 | 11,11 | 551 | 16,53 | ||||
| 2025-08-29 | NP | MOOD - Relative Sentiment Tactical Allocation ETF | 8 604 | 60,70 | 1 564 | 68,61 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 41 952 | 5,21 | 7 624 | 10,38 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 17 948 | 15,18 | 3 262 | 20,82 | ||||
| 2025-07-17 | 13F | Sfm, Llc | 2 630 | 478 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 7 120 | 40,02 | 1 294 | 46,93 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 1 225 | 0,25 | 223 | 5,21 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 1 150 | 209 | ||||||
| 2025-08-11 | 13F | America First Investment Advisors, LLC | 2 023 | 5,47 | 368 | 10,54 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 997 | 181 | ||||||
| 2025-03-27 | NP | SBTAX - Westwood Broadmark Tactical Plus Fund A Class Shares | 102 546 | 95,29 | 18 585 | 106,27 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 3 412 | 29,10 | 620 | 38,70 | ||||
| 2025-07-17 | 13F | City Holding Co | 52 | 9 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 5 948 | 1 081 | ||||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 14 403 | 593,12 | 2 618 | 628,97 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 170 894 | 16,04 | 31 058 | 21,75 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 184 983 | 14,83 | 33 619 | 20,47 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 6 497 | 0,03 | 1 181 | 4,89 | ||||
| 2025-06-26 | NP | WLTG - WealthTrust DBS Long Term Growth ETF | 19 621 | 100,89 | 3 319 | 87,46 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | Put | 200 | 36 | |||||
| 2025-08-07 | 13F/A | Credit Industriel Et Commercial | 2 290 | 416 | ||||||
| 2025-08-07 | 13F/A | Credit Industriel Et Commercial | Put | 10 000 | 1 817 | |||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 1 990 | 62,85 | 362 | 80,10 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 105 | 200,00 | 18 | 200,00 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 4 114 | 0,17 | 748 | 7,02 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 2 522 | 5,08 | 437 | 3,81 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 423 | 35,14 | 77 | 43,40 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 42 717 | 156,05 | 7 763 | 168,71 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 260 888 | 6,38 | 47 414 | 11,60 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 44 360 | 214,05 | 8 | 300,00 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 1 567 | 285 | ||||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 16 699 | 10,63 | 3 035 | 16,07 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 15 967 | 0,09 | 2 902 | 4,99 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 3 424 | 11,39 | 622 | 16,92 | ||||
| 2025-07-11 | 13F | Brendel Financial Advisors LLC | 7 198 | 257,22 | 1 | |||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 53 004 | 11,60 | 9 633 | 17,08 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 14 483 | 3,90 | 2 632 | 9,03 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 625 | 50,46 | 295 | 57,75 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 69 709 | 9,33 | 12 669 | 14,69 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 452 | 30,26 | 82 | 32,26 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 3 404 | 0,06 | 619 | 4,92 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 14 205 | 2,79 | 2 538 | 6,02 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 30 609 | 141,15 | 5 563 | 153,05 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 5 110 | 0,27 | 929 | 5,22 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 7 850 | 7,23 | 1 427 | 12,46 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 4 711 | 15,69 | 856 | 24,24 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 72 839 | 8,59 | 13 393 | 15,26 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 1 856 | 0,43 | 337 | 5,31 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 1 170 | 213 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 167 470 | 3,32 | 30 436 | 8,39 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 24 108 | 18,74 | 4 451 | 29,21 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 10 486 | 183,48 | 1 906 | 197,66 | ||||
| 2025-07-28 | 13F | Prairie Sky Financial Group LLC | 42 134 | 0,10 | 7 657 | 5,02 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 39 084 | 65,98 | 7 103 | 74,14 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 70 307 | 1,57 | 12 778 | 6,55 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 20 130 | 8,82 | 3 658 | 14,17 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 8 039 | 4,25 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 3 012 | 0,07 | 547 | 4,99 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 10 151 | 2 | ||||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | Put | 2 000 | 363 | |||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 1 354 | 0,45 | 246 | 5,58 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 13 700 | 661,11 | 2 490 | 700,32 | |||
| 2025-07-11 | 13F | First PREMIER Bank | 19 847 | 2,58 | 4 | 0,00 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 2 290 | 422 | ||||||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 38 500 | 72,65 | 6 997 | 81,10 | |||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 229 646 | 70,90 | 41 736 | 79,30 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 3 046 | 24,12 | 554 | 30,12 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 410 | 15,49 | 75 | 21,31 | ||||
| 2025-07-28 | 13F | Alpine Woods Capital Investors, Llc | Put | 35 300 | 86 | |||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 9 663 | 18,65 | 1 756 | 23,06 | ||||
| 2025-08-14 | 13F | Junto Capital Management LP | 2 032 491 | 40,61 | 369 385 | 47,51 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 2 031 | 5,45 | 369 | 10,81 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 128 502 | 10,66 | 23 354 | 16,10 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 2 463 | 3,84 | 448 | 9,02 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 11 226 | 8,51 | 2 040 | 13,84 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 6 104 | 2,30 | 1 109 | 7,36 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 5 830 | 76,24 | 1 060 | 84,82 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 78 860 | 0,42 | 14 332 | 5,36 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 17 639 | 6,89 | 3 206 | 12,14 | ||||
| 2025-08-14 | 13F | Anson Funds Management LP | Put | 50 000 | 9 087 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 4 540 | 185,53 | 825 | 200,00 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 55 226 | 6,71 | 10 037 | 11,96 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 4 831 | 1,05 | 878 | 5,92 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 81 504 | 3,92 | 14 813 | 9,02 | ||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 97 695 | 15,41 | 17 755 | 21,09 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 97 750 | 0,57 | 18 | 6,25 | ||||
| 2025-09-02 | 13F | Pvg Asset Management Corp | 3 513 | 638 | ||||||
| 2025-07-18 | 13F | Hudson Value Partners, LLC | 3 670 | 0,05 | 667 | 4,88 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 17 339 | 1,59 | 3 185 | 7,64 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 46 220 | 8 400 | ||||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 744 | 47,62 | 135 | 55,17 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12 568 | 1,08 | 2 356 | 10,67 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 3 883 | 3,35 | 706 | 8,46 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 648 | 49,65 | 118 | 56,00 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 79 042 | 14 365 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1 152 | 57 500,00 | 209 | |||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 2 669 | 0,23 | 485 | 5,21 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 20 927 | 4,12 | 3 803 | 9,25 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 12 991 | 3,42 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | J. Goldman & Co LP | 11 399 | 2 072 | ||||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 15 125 | 3,95 | 2 749 | 9,05 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 8 146 | 8,56 | 1 480 | 13,93 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 27 273 | 9,44 | 4 957 | 14,80 | ||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 11 264 | 14,67 | 2 058 | 20,99 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 174 316 | 21,21 | 31 680 | 27,16 | ||||
| 2025-07-18 | 13F | Loudon Investment Management, LLC | 2 744 | 23,99 | 499 | 30,03 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 86 970 | 91,89 | 15 806 | 101,31 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 3 887 | 0,52 | 673 | −0,59 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 257 172 | 4,62 | 46 739 | 9,77 | ||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 18 240 | 0,01 | 3 315 | 4,91 | ||||
| 2025-08-19 | 13F | Marex Group plc | 3 988 | 725 | ||||||
| 2025-08-13 | 13F | Quantbot Technologies LP | 18 659 | 3 391 | ||||||
| 2025-07-30 | 13F | Gimbal Financial | 1 421 | 258 | ||||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 22 806 | 7,11 | 4 145 | 12,36 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 64 600 | 1,86 | 11 740 | 6,86 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 5 513 | 40,64 | 1 002 | 47,42 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 1 563 | 284 | ||||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 3 969 | 0,71 | 721 | 5,72 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 345 279 | 59,35 | 62 751 | 67,18 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 1 275 | 58,39 | 230 | 66,67 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 10 544 | 15,21 | 1 939 | 28,26 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 4 476 | 73,56 | 813 | 82,29 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 3 134 | 6,24 | 570 | 11,57 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 34 370 | 0,24 | 6 246 | 5,17 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1 629 | 0,06 | 296 | 4,96 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 21 375 | 8,35 | 3 885 | 13,67 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 48 587 | 10,98 | 8 830 | 16,44 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 20 795 | 15,78 | 3 779 | 21,47 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 91 878 | 1,14 | 16 698 | 6,11 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5 846 | 70,39 | 1 063 | 78,79 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 1 200 | 218 | ||||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 1 514 | 0,66 | 275 | 5,77 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 2 594 | 471 | ||||||
| 2025-07-16 | 13F | American National Bank | 4 541 | 6,62 | 825 | 11,94 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 97 977 | 2,59 | 17 806 | 7,63 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 1 273 | 231 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 112 525 | 5,08 | 20 | 11,11 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 27 092 | 1 586,92 | 4 924 | 1 670,86 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 14 955 | 10,08 | 2 718 | 15,51 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 31 087 | 25,31 | 5 650 | 31,46 | ||||
| 2025-07-11 | 13F | Bell Bank | 286 004 | 51 978 | ||||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 172 506 | 190,85 | 31 351 | 205,15 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 2 277 | 414 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 6 902 | 47,10 | 1 254 | 54,43 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 51 830 | 3,06 | 9 420 | 8,13 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 13 611 | 31,94 | 2 | −99,89 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 1 238 | 0,65 | 225 | 5,16 | ||||
| 2025-07-14 | 13F | Steigerwald, Gordon & Koch Inc. | 1 754 | 6,69 | 319 | 11,97 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 26 157 | 22,66 | 4 754 | 28,70 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 79 996 | 5,45 | 14 538 | 10,63 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 16 387 | 1,32 | 2 978 | 6,32 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 7 829 | 0,22 | 1 423 | 5,10 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 471 910 | 7,76 | 85 765 | 13,05 | ||||
| 2025-08-12 | 13F | First Washington CORP | 38 227 | 33,49 | 6 947 | 40,06 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 185 078 | 27,60 | 33 636 | 33,87 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 2 898 | 527 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 39 696 | 0,73 | 7 214 | 5,67 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 10 215 | 0,86 | 1 856 | 5,82 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 163 949 | 17,60 | 29 785 | 24,45 | ||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 23 848 | 1,89 | 4 334 | 6,91 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 56 389 | 2,32 | 10 248 | 7,35 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 770 | 0,26 | 140 | 5,26 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 4 634 | 4,11 | 842 | 9,21 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 556 734 | 2,41 | 101 181 | 7,43 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 6 872 | 5,92 | 1 249 | 11,13 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 77 412 | 0,05 | 14 069 | 4,96 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 3 984 | 16,29 | 724 | 22,09 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 3 293 | 14,82 | 599 | 20,56 | ||||
| 2025-08-14 | 13F | Spectrum Financial Alliance Ltd LLC | 1 297 | 11,14 | 237 | 16,83 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 539 004 | 1,96 | 93 372 | 0,79 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 110 057 | 36,38 | 20 362 | 45,65 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 1 359 | 0,52 | 247 | 5,13 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 55 952 | 65,84 | 10 169 | 73,99 | ||||
| 2025-07-15 | 13F | Kopp Family Office, LLC | 75 435 | 306,00 | 13 710 | 326,01 | ||||
| 2025-07-23 | 13F | Massachusetts Wealth Management | 4 679 | 3,89 | 850 | 8,97 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 129 920 | 0,23 | 23 612 | 5,16 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 146 235 | 10,80 | 208 317 | 16,24 | ||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 17 231 | 0,47 | 3 | 50,00 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 308 | 30,51 | 0 | |||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 8 078 | 33,04 | 1 468 | 39,68 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 2 217 | 28,97 | 403 | 35,69 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 183 091 | 322,40 | 33 275 | 343,18 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 108 054 | 46,16 | 19 638 | 53,34 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 11 261 | 62,75 | 2 047 | 70,78 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 1 125 | 204 | ||||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 653 433 | 2,39 | 118 437 | 6,48 | ||||
| 2025-08-08 | 13F | First Western Trust Bank | 326 390 | 3,85 | 59 318 | 8,96 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 1 456 | 0,41 | 265 | 5,18 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 23 320 | 93,64 | 4 238 | 103,16 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 3 248 | 8,67 | 590 | 14,12 | ||||
| 2025-08-12 | 13F | Main Management LLC | 178 091 | 1,42 | 32 | 6,67 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 4 257 | 0,38 | 774 | 5,31 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 19 281 | 105,25 | 3 504 | 115,37 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 7 647 | 40,57 | 1 390 | 50,81 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 56 843 | 37,13 | 10 331 | 43,87 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 2 941 | 0,27 | 534 | 5,12 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 95 969 | 6,13 | 17 441 | 11,23 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 1 571 | 1,16 | 285 | 5,95 | ||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 4 070 | 740 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 439 102 | 18,91 | 80 | 25,40 | ||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 4 294 | 0,33 | 780 | 5,26 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 2 700 | 491 | ||||||
| 2025-08-28 | NP | Rivernorth Opportunities Fund, Inc. | Short | −23 824 | −65,58 | −4 330 | −63,89 | |||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 2 364 | 2,96 | 430 | 8,06 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 5 060 | 1,81 | 920 | 6,86 | ||||
| 2025-07-24 | 13F | Bender Robert & Associates | 1 274 | 232 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 582 | 103 | ||||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 624 | 2,97 | 113 | 8,65 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 3 970 | 12,88 | 721 | 18,39 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 80 039 | 4,22 | 14 546 | 9,34 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 4 455 | 2,02 | 810 | 7,01 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 50 399 | 8,92 | 9 160 | 14,27 | ||||
| 2025-08-13 | 13F | Cutler Capital Management, LLC | 560 | 102 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 25 013 | 11,46 | 4 333 | 10,17 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 1 136 | 206 | ||||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 3 268 | 1,24 | 594 | 8,21 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 5 085 | 0,75 | 881 | −2,98 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 37 981 | 6,50 | 6 903 | 11,74 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 112 422 | 0,16 | 20 431 | 5,08 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 12 455 | 2 264 | ||||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 5 639 | 12,55 | 1 040 | 32,02 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 1 831 | 333 | ||||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 14 633 | 23,44 | 2 659 | 29,52 | ||||
| 2025-08-14 | 13F | Summer Road Llc | 10 | 2 | ||||||
| 2025-08-13 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 2 082 000 | 91,89 | 378 383 | 101,32 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 9 060 | 4,35 | 1 647 | 9,44 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 49 466 | 0,73 | 8 990 | 5,68 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 8 286 | 8,26 | 1 506 | 13,58 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 38 899 | 7 | ||||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 34 850 | 1,16 | 6 149 | −0,95 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 287 | 51,85 | 52 | 62,50 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 4 862 | 0,41 | 884 | 5,37 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 5 888 | 0,39 | 1 070 | 5,42 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 1 212 | 0,08 | 220 | 5,26 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 170 989 | 1 434,36 | 31 076 | 1 510,10 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 5 279 | 2,35 | 959 | 7,39 | ||||
| 2025-08-13 | 13F | Nbw Capital Llc | 1 926 | 350 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 407 230 | 1,32 | 74 010 | 6,30 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 5 164 | 0,21 | 939 | 10,22 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 2 564 | 2,23 | 466 | 7,14 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3 513 | 68,01 | 639 | 76,24 | ||||
| 2025-07-29 | 13F | Easterly Investment Partners Llc | 6 700 | 1 218 | ||||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 1 410 | 7,80 | 256 | 13,27 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 9 108 | 195,71 | 1 655 | 210,51 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 16 615 | 3 020 | ||||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 21 265 | 9,05 | 3 865 | 14,42 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 21 571 | 3,67 | 3 920 | 8,77 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 24 451 | 13,60 | 4 444 | 19,18 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 3 028 | 18,47 | 563 | 27,15 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 10 456 | 6,72 | 1 900 | 11,96 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 78 121 | 10,36 | 14 198 | 15,78 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 18 144 | 59,76 | 3 297 | 67,62 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 5 253 | 4,10 | 955 | 9,15 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 47 973 | 0,82 | 8 718 | 5,78 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 1 449 | 0,07 | 263 | 5,20 | ||||
| 2025-04-11 | 13F | Permanent Capital Management, LP | 168 541 | 13,78 | 29 196 | 12,48 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 8 063 | 135,00 | 1 465 | 146,63 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 145 179 | 1,99 | 26 385 | 7,00 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 51 508 | 4,27 | 9 361 | 9,40 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 44 175 | 0,25 | 8 028 | 5,17 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 740 | 9,69 | 498 | 15,05 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 1 535 | 279 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 6 279 | 11,23 | 1 141 | 15,37 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 16 195 | 2 943 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 39 017 | 9,62 | 7 091 | 18,64 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 6 493 | 4,73 | 1 180 | 9,87 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 130 255 | 23,52 | 23 673 | 29,59 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 28 285 | 9,27 | 5 141 | 14,63 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 68 122 | 0,47 | 12 381 | 5,41 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 3 127 | 15,60 | 568 | 21,37 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 1 594 | 290 | ||||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 4 055 | 3,58 | 737 | 8,55 | ||||
| 2025-08-12 | 13F | Willis Investment Counsel | 22 742 | 61,33 | 4 133 | 69,25 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 12 403 | 4,81 | 2 254 | 10,00 | ||||
| 2025-08-14 | 13F | Basswood Capital Management, L.l.c. | Put | 207 300 | 4 325,70 | 37 675 | 4 545,38 | |||
| 2025-07-14 | 13F | GAMMA Investing LLC | 4 484 | 63,83 | 815 | 71,73 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 3 758 | 2,15 | 1 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | Call | 484 800 | 41,75 | 88 108 | 48,72 | |||
| 2025-08-12 | 13F | BlackRock, Inc. | 114 272 | 0,25 | 20 768 | 5,17 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3 184 827 | 35,79 | 578 810 | 42,46 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 15 884 | 6,72 | 2 887 | 11,95 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 10 120 | 45,03 | 1 839 | 52,24 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 188 981 | 1 856,12 | 34 345 | 1 952,90 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 13 052 | 0,24 | 2 372 | 5,19 | ||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 39 307 | 7,79 | 7 144 | 13,08 | ||||
| 2025-08-08 | 13F | EagleClaw Capital Managment, LLC | 11 180 | 6,48 | 2 032 | 11,72 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 438 618 | 4,32 | 79 714 | 9,45 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 25 087 | 3,70 | 4 559 | 8,81 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 12 086 | 3,62 | 2 197 | 8,71 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 1 457 | 11,56 | 265 | 16,81 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 89 400 | 16 248 | ||||||
| 2025-07-17 | 13F | XML Financial, LLC | 2 157 | 2,37 | 392 | 7,69 | ||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 12 500 | 2 272 | ||||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 1 119 | 203 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 993 373 | 0,34 | 180 540 | 5,27 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 35 721 | 1 122,07 | 6 492 | 1 182,81 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 2 776 | 89,36 | 505 | 98,43 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 2 099 | 13,52 | 382 | 19,06 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 32 201 | 0,10 | 5 852 | 5,03 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 16 860 | 0,10 | 3 064 | 5,04 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 9 397 | 21,96 | 1 708 | 27,96 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 2 965 | 539 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 11 763 | 3,26 | 2 138 | 8,31 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 3 818 | 0,16 | 694 | 5,00 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 6 632 | 0,02 | 1 205 | 4,97 | ||||
| 2025-08-14 | 13F | Tandem Wealth Advisors LLC | 71 863 | 18,02 | 13 060 | 24,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6 238 | 12,78 | 1 134 | 18,27 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 4 957 | 11,82 | 901 | 17,34 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 227 715 | 8,88 | 41 385 | 14,23 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 192 095 | 1,97 | 34 911 | 6,98 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 102 307 | 4,64 | 18 593 | 9,79 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 79 594 | 4,86 | 14 465 | 10,01 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 50 268 | 2,65 | 9 136 | 7,69 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 5 106 | 66,64 | 928 | 74,91 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1 290 658 | 5,43 | 234 564 | 10,61 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 253 073 | 0,47 | 46 | 4,65 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 2 949 | 0,41 | 536 | 5,31 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 12 917 | 0,95 | 2 348 | 5,91 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 85 245 | 0,96 | 15 492 | 5,91 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 54 177 | 4,58 | 9 846 | 9,72 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 1 514 | 0,73 | 277 | 6,54 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 1 519 | 276 | ||||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 1 842 | 1,15 | 335 | 6,03 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 418 | 76 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 328 181 | 25,31 | 59 644 | 31,46 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 69 | 1,47 | 12 | 9,09 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 13 224 | 0,84 | 2 403 | 5,81 | ||||
| 2025-07-15 | 13F | Am Investment Strategies Llc | 6 325 | 1,54 | 1 | 0,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 46 742 | 26,67 | 8 495 | 32,88 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 9 834 | 708,05 | 1 787 | 750,95 | ||||
| 2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 1 464 | 266 | ||||||
| 2025-07-24 | 13F | Louisbourg Investments Inc. | 23 650 | 3,96 | 3 178 | 14,65 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 2 127 | 0 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 16 527 | 7,41 | 3 004 | 12,68 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 244 515 | 104,76 | 44 438 | 114,82 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3 273 | 7,28 | 595 | 12,50 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 15 527 | 2 822 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 21 535 | 11,47 | 3 914 | 16,95 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5 499 | 1,91 | 999 | 6,96 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 32 840 | 9,68 | 5 968 | 15,08 | ||||
| 2025-07-08 | 13F | Partnership Wealth Management, LLC | 36 313 | 0,04 | 6 600 | 4,95 | ||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 1 157 | 217 | ||||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 2 175 | 395 | ||||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 6 119 | 9,00 | 1 112 | 14,40 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 11 846 | 3,81 | 2 224 | 12,50 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 78 594 | 15,18 | 14 284 | 20,84 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 1 794 | 326 | ||||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 245 | 0,41 | 42 | 0,00 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 2 342 | 5,40 | 426 | 10,68 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 25 807 | 4 690 | ||||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 5 961 | 30,12 | 1 083 | 35,04 | ||||
| 2025-07-11 | 13F | Bridge Creek Capital Management LLC | 2 132 | 5,23 | 387 | 10,57 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 61 | 41,86 | 11 | 57,14 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 371 603 | 1,51 | 67 535 | 6,50 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 106 984 | 25,31 | 201 274 | 31,47 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 945 | 172 | ||||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 1 956 | 17,48 | 355 | 23,26 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 26 551 | 4 877 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 319 942 | 37,25 | 58 171 | 44,04 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 22 196 | 5,00 | 3 845 | 3,81 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 61 649 | 197,10 | 11 204 | 211,74 | ||||
| 2025-08-04 | 13F | Balentine LLC | 9 076 | 821,42 | 1 649 | 870,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 49 875 | 20,21 | 9 064 | 26,12 | ||||
| 2025-06-17 | 13F | Ridgepath Capital Management LLC | 34 916 | 466,17 | 6 048 | 460,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 18 137 | 5,80 | 3 296 | 11,01 | ||||
| 2025-08-13 | 13F | Yakira Capital Management, Inc. | 3 411 | 620 | ||||||
| 2025-07-09 | 13F | Epiq Partners, Llc | 15 874 | 5,04 | 2 885 | 10,16 | ||||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 22 098 | 4 016 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 9 636 | 10,68 | 1 751 | 16,11 | ||||
| 2025-08-06 | 13F | Equity Investment Corp | 21 369 | 0,40 | 3 884 | 5,32 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 31 171 | 14,31 | 5 665 | 19,92 | ||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 1 180 | 214 | ||||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 10 142 | 23,65 | 1 843 | 29,79 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 3 020 | 0,40 | 549 | 17,09 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 44 701 | 8 124 | ||||||
| 2025-07-24 | 13F | JB Capital LLC | 1 770 | 2,67 | 322 | 7,72 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 179 775 | 3,94 | 32 672 | 9,05 | ||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 19 069 | 560,51 | 3 466 | 593,00 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 5 756 | 53,49 | 1 046 | 61,17 | ||||
| 2025-08-13 | 13F | ExodusPoint Capital Management, LP | 150 000 | 27 | ||||||
| 2025-07-24 | 13F | Trust Co of Tennessee | 717 617 | 1,80 | 130 415 | 6,80 | ||||
| 2025-08-13 | 13F | JPB Foundation | 1 100 000 | 199 914 | ||||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 101 000 | 0,40 | 18 356 | 5,33 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 531 112 | 96 524 | ||||||
| 2025-07-14 | 13F | Baring Financial LLC | 32 805 | 7,71 | 5 962 | 13,00 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 4 624 | 13,84 | 840 | 19,49 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 3 001 | 98,61 | 545 | 108,81 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 18 066 | 8,04 | 3 283 | 13,36 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 21 410 | 21,30 | 3 891 | 27,28 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 2 340 | 100,86 | 425 | 111,44 | ||||
| 2025-07-21 | 13F | Cape Ann Savings Bank | 2 765 | 503 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 22 | 4 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 11 235 | 30,25 | 2 042 | 36,61 | ||||
| 2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 23 200 | 11,00 | 4 216 | 15,13 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 4 864 | 884 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 387 870 | 1,33 | 70 492 | 6,30 | ||||
| 2025-07-09 | 13F | Radnor Capital Management, LLC | 5 678 | 19,49 | 1 | |||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 9 905 | 10,49 | 1 800 | 15,98 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 88 482 | 12,02 | 16 081 | 17,53 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 3 439 | 24,69 | 625 | 31,03 | ||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 24 767 | 0,88 | 4 502 | 5,83 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 60 241 | 76,98 | 10 948 | 85,69 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 236 570 | 1,22 | 42 793 | 5,70 | ||||
| 2025-07-30 | 13F | Meadow Creek Wealth Advisors Llc | 14 584 | 6,60 | 2 650 | 11,86 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 986 210 | 34,33 | 179 312 | 41,05 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 12 803 | 2 | ||||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 5 130 | 35,21 | 943 | 43,53 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 82 170 | 3,35 | 14 959 | 8,59 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 53 219 | 97,97 | 9 672 | 107,71 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 95 662 | 3,13 | 17 386 | 8,20 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 33 779 | 2,53 | 6 139 | 7,55 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 18 087 | 26,86 | 3 287 | 33,13 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 3 631 | 3,51 | 660 | 8,57 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 6 205 | 0,80 | 1 128 | 5,72 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 45 725 | 11,51 | 8 302 | 17,78 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 29 178 | 126,06 | 5 054 | 123,53 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 4 336 | 3,09 | 788 | 8,24 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 27 476 | 23,87 | 4 993 | 29,96 | ||||
| 2025-07-30 | 13F | Lafayette Investments, Inc. | 3 832 | 0,52 | 696 | 5,45 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 134 723 | 2,08 | 24 485 | 7,09 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 9 829 | 0,81 | 1 786 | 5,81 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 14 166 | 3,26 | 2 575 | 8,33 | ||||
| 2025-08-13 | 13F | Ally Financial Inc. | 1 195 000 | 5,29 | 217 179 | 10,46 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 22 475 692 | 1,18 | 4 084 732 | 6,15 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 5 545 | 1,39 | 1 008 | 6,34 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 46 034 | 4,11 | 8 366 | 9,23 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 69 228 | 5,96 | 12 582 | 11,17 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 350 | 64 | ||||||
| 2025-07-23 | 13F | True Vision MN LLC | 3 087 | 0,85 | 561 | 5,85 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 43 292 | 4,73 | 7 868 | 9,87 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 285 873 | 0,93 | 52 | 4,08 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 231 534 | 35,70 | 42 079 | 42,36 | ||||
| 2025-08-14 | 13F | Atom Investors LP | 60 792 | 11 048 | ||||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 3 895 | 5,41 | 708 | 10,47 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 20 025 | 12,39 | 3 639 | 17,92 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 13 157 | 30,16 | 2 423 | 38,64 | ||||
| 2025-08-15 | 13F | Pine Ridge Advisers LLC | 71 640 | 574,26 | 13 020 | 607,55 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 23 444 | 1,33 | 4 261 | 6,31 | ||||
| 2025-08-04 | 13F | Lathrop Investment Management Corp | 6 563 | 9,58 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 5 611 | 5,49 | 1 020 | 10,64 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 18 588 | 1,19 | 3 378 | 6,16 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 3 852 | 700 | ||||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 64 050 | 3,85 | 11 640 | 8,96 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 47 419 | 6,80 | 8 618 | 12,05 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 3 849 | 0,34 | 699 | 6,55 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 077 | 19,67 | 196 | 25,64 | ||||
| 2025-08-06 | 13F | Raelipskie Partnership | 97 770 | 10,19 | 17 769 | 15,61 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 5 957 | 3,10 | 1 083 | 8,20 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 10 716 | 37,68 | 1 947 | 44,44 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 26 435 | 10,24 | 4 804 | 15,65 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 3 750 | 10,42 | 681 | 15,82 | ||||
| 2025-08-05 | 13F | Hi-Line Capital Management, LLC | 58 364 | 27,27 | 10 607 | 33,52 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 14 848 | 0,24 | 2 699 | 5,19 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 43 882 | 56,77 | 7 975 | 64,50 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 2 038 | 0,74 | 370 | 5,71 | ||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 43 611 | 7,82 | 7 926 | 13,12 | ||||
| 2025-08-12 | 13F | Rhumbline Advisers | 22 322 | 46,51 | 4 057 | 53,69 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 15 252 | 2 772 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 64 360 | 74,62 | 11 697 | 83,21 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 101 268 | 18 404 | ||||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 6 141 | 28,34 | 1 064 | 35,24 | ||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 63 878 | 0,61 | 11 609 | 5,56 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 81 721 | 14,18 | 14 851 | 19,79 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 1 625 | 295 | ||||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 70 785 | 0,40 | 12 864 | 5,33 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 104 | 19 | ||||||
| 2025-07-25 | 13F | Cypress Capital Group | 30 285 | 23,21 | 5 504 | 29,27 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 125 056 | 0,83 | 23 175 | 15,72 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Sober, LLC | 95 250 | 1,06 | 17 311 | 6,03 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 87 554 | 7,06 | 15 912 | 12,32 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 92 337 | 146,23 | 16 781 | 158,33 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 244 644 | 2,08 | 44 462 | 7,10 | ||||
| 2025-08-14 | 13F | Betterment LLC | 3 135 | 1,62 | 1 | |||||
| 2025-08-13 | 13F | Advisory Research Inc | 10 394 | 0,02 | 1 889 | 4,94 | ||||
| 2025-08-13 | 13F | Gator Capital Management, LLC | 22 107 | 0,41 | 4 018 | 5,35 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 9 916 | 18,63 | 1 802 | 24,45 | ||||
| 2025-08-14 | 13F | Bluefin Capital Management, Llc | 5 837 | 1 061 | ||||||
| 2025-07-23 | 13F | Element Wealth, LLC | 1 137 | 207 | ||||||
| 2025-08-04 | 13F | Analyst IMS Investment Management Services Ltd. | 29 280 | 22,10 | 5 | 25,00 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 345 | 17,01 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 50 821 | 0,03 | 9 236 | 4,94 | ||||
| 2025-08-14 | 13F | Landmark Investment Partners, L.p. | Put | 73 400 | 13 340 | |||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 34 194 | 1,08 | 6 214 | 6,04 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 12 476 | 9,67 | 2 267 | 15,08 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 8 895 | 6,48 | 1 617 | 11,68 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 116 894 | 46,53 | 21 244 | 53,73 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 43 078 | 3,21 | 7 829 | 8,27 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 28 475 | 5,33 | 5 175 | 10,53 | ||||
| 2025-08-14 | 13F | Perbak Capital Partners LLP | 294 791 | 53 575 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 16 586 | 8,42 | 3 | 50,00 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 4 794 | 21,27 | 1 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5 502 | 1,18 | 1 000 | 6,27 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 3 175 | 577 | ||||||
| 2025-08-14 | 13F | BlueCrest Capital Management Ltd | 20 913 | 3 801 | ||||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 1 635 | 297 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 50 | 9 | ||||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 3 233 | 0,25 | 588 | 5,20 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 145 938 | 141 587,38 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 28 718 | 9,81 | 5 219 | 15,21 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 2 658 | 0,38 | 483 | 5,46 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 5 389 | 2 263,60 | 979 | 2 410,26 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 2 721 | 6,46 | 495 | 11,76 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 43 623 | 127,70 | 7 928 | 138,94 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1 841 | 0,22 | 335 | 5,03 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | Put | 129 700 | 33,71 | 23 572 | 40,28 | |||
| 2025-07-17 | 13F | Consolidated Capital Management, Llc | 125 151 | 6,34 | 22 745 | 11,56 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 147 713 | 1,22 | 26 845 | 6,19 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 220 300 | 1,42 | 40 037 | 6,41 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 57 626 | 0,28 | 10 473 | 5,20 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 1 505 | 5,17 | 274 | 10,53 | ||||
| 2025-08-01 | 13F | Fire Capital Management LLC | 34 353 | 28,46 | 6 243 | 34,78 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 39 682 | 2,88 | 7 212 | 7,93 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 8 500 | 1 545 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 49 380 | 9,56 | 8 554 | 8,32 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 87 106 | 5,06 | 15 831 | 10,22 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 20 591 | 64,89 | 3 742 | 73,00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 66 563 | 8,41 | 12 097 | 13,74 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 2 331 | 9,64 | 424 | 14,95 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 6 921 | 2,55 | 1 258 | 7,53 | ||||
| 2025-07-17 | 13F | Forefront Wealth Management Inc. | 1 194 | 0,08 | 217 | 4,85 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 22 619 | 655,73 | 4 111 | 693,44 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 224 292 | 51,80 | 40 763 | 59,25 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | Put | 20 800 | 3 780 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2 418 | 566,12 | 439 | 608,06 | ||||
| 2025-06-27 | NP | OTTRX - Otter Creek Long/Short Opportunity Fund Institutional Class | Short | −28 000 | −9,39 | −4 736 | 12,82 | |||
| 2025-04-24 | NP | PWTAX - UBS U.S. Allocation Fund Class A | 37 240 | 39,89 | 6 710 | 34,34 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 1 375 | 9,56 | 250 | 14,75 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 165 203 | 4,80 | 30 024 | 9,95 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 33 590 | 4,35 | 6 105 | 9,47 | ||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 169 407 | 20,49 | 30 788 | 26,41 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 408 | 74 | ||||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 2 920 | 0,27 | 531 | 5,16 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 29 936 | 0,50 | 5 441 | 5,45 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 33 388 | 21,27 | 6 068 | 27,24 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 6 408 | 1 165 | ||||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 4 498 | 5,29 | 817 | 10,41 | ||||
| 2025-08-14 | 13F | UBS Group AG | 7 143 393 | 2,39 | 1 298 240 | 7,42 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 1 445 | 10,73 | 263 | 15,93 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 65 860 | 11 969 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 1 748 | 318 | ||||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 31 765 | 43,72 | 5 773 | 50,78 | ||||
| 2025-07-22 | 13F | Davidson Kahn Capital Management, LLC | 72 064 | 12,22 | 13 122 | 17,95 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 8 561 | 1 556 | ||||||
| 2025-08-05 | 13F | Next Capital Management LLC | 1 614 | 0,25 | 293 | 5,40 | ||||
| 2025-08-08 | 13F | Charter Research & Investment Group, Inc. | 5 061 | 16,94 | 920 | 22,70 | ||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 3 745 | 0,05 | 681 | 4,94 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 11 389 | 1,50 | 1 911 | −2,80 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 12 069 | 7,81 | 2 193 | 13,10 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 25 526 | 56,39 | 4 639 | 68,38 | ||||
| 2025-07-30 | 13F | CMG Global Holdings, LLC | 31 432 | 44,50 | 5 866 | 60,82 | ||||
| 2025-07-24 | 13F | Freedom Day Solutions, LLC | 17 274 | 35,94 | 3 139 | 42,62 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 2 108 | 2,83 | 383 | 7,89 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 275 872 | 23,59 | 50 137 | 29,66 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 40 091 | 4,93 | 7 286 | 8,84 | ||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 54 259 | 0,61 | 9 861 | 5,56 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 1 000 | 182 | ||||||
| 2025-08-14 | 13F | PJT Investments Corp. | 146 163 | 26 564 | ||||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 72 588 | 6,27 | 13 192 | 11,49 | ||||
| 2025-07-10 | 13F | Sky Investment Group LLC | 506 | 4,77 | ||||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 19 392 | 3,09 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 149 339 | 5,09 | 27 | 12,50 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 1 842 | 335 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 86 020 | 3,61 | 15 633 | 8,71 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 3 027 | 89,54 | 550 | 99,28 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 2 799 | 14,57 | 509 | 20,33 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 4 | 1 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 883 193 | 16,73 | 161 | 22,14 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 5 583 | 54,35 | 1 015 | 61,98 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 58 208 | 3,22 | 10 579 | 8,29 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1 836 | 21,67 | 334 | 27,59 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 85 874 | 0,37 | 15 607 | 5,30 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 29 085 | 23,75 | 5 286 | 29,82 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 2 159 | 0 | ||||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 35 772 | 6,98 | 6 501 | 12,24 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 105 286 | 177,31 | 19 133 | 191,00 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 2 099 | 34,98 | 381 | 41,64 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 10 105 | 67,80 | 1 836 | 76,03 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 27 304 | 5,67 | 4 962 | 10,88 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 8 227 | 0,87 | 1 495 | 5,88 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 6 914 | 1 257 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 78 972 | 2,43 | 14 352 | 7,47 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1 330 | 242 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 34 890 | 96,73 | 6 341 | 106,38 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 406 144 | 3,07 | 73 803 | 8,12 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 10 234 | 1,24 | 1 860 | 6,17 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 2 267 | 52,25 | 412 | 59,69 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 11 894 | 25,23 | 2 162 | 31,37 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 3 700 | 672 | |||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 28 300 | 5 143 | |||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 70 087 | 0,01 | 12 738 | 4,92 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 2 596 | 472 | ||||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 158 120 | 0,53 | 28 737 | 5,46 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 133 | 2 560,00 | 0 | |||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 93 084 | 39,07 | 16 917 | 45,91 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 71 865 | 2,88 | 13 061 | 7,93 | ||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 177 867 | 0,48 | 32 326 | 5,42 | ||||
| 2025-05-15 | 13F | Texas Permanent School Fund | 9 191 606 | 12,61 | 1 554 668 | 8,69 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 1 113 | 200 | ||||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 8 307 | 2,86 | 1 510 | 7,94 | ||||
| 2025-07-29 | 13F | Creekside Partners | 10 375 | 0,14 | 1 886 | 5,07 | ||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 9 357 | 1 710 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 8 654 | 9,42 | 1 595 | 16,35 | ||||
| 2025-07-29 | 13F | CapWealth Advisors, LLC | 36 453 | 4,87 | 6 625 | 10,03 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 6 504 | 7,68 | 1 221 | 23,71 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 12 084 | 0,03 | 2 196 | 4,97 | ||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 5 827 | 0,83 | 1 059 | 5,69 | ||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 255 025 | 0,00 | 46 348 | 4,91 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 41 492 | 2,51 | 7 517 | 7,19 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 3 161 | 12,69 | 574 | 18,35 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 27 755 | 1 133,56 | 5 044 | 1 196,66 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 1 686 | 306 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 2 631 | 28,11 | ||||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 1 856 | 10,48 | 337 | 15,81 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 3 675 | 5,00 | 668 | 10,07 | ||||
| 2025-08-14 | 13F | III Capital Management | 50 000 | 9 087 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 11 880 | 4,06 | 2 159 | 9,21 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 29 927 | 1,14 | 5 439 | 6,09 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 28 899 | 7,67 | 5 252 | 12,97 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 3 096 | 0,16 | 563 | 5,05 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 427 572 | 8,74 | 77 707 | 14,08 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 17 699 | 5,80 | 3 217 | 11,01 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 2 086 | 0,24 | 379 | 5,28 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 15 190 | 41,24 | 2 761 | 48,15 | ||||
| 2025-07-28 | 13F | Innova Wealth Partners | 1 192 | 217 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 4 304 | 25,41 | 782 | 30,12 | ||||
| 2025-07-11 | 13F | Professional Advisory Services Inc | 6 505 | 29,14 | 1 | |||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 1 187 | 216 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 24 665 | 4,98 | 4 483 | 10,15 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 10 661 | 0,03 | 1 938 | 4,93 | ||||
| 2025-08-14 | 13F | Common Fund For Nonprofit Organizations | 161 015 | 29 263 | ||||||
| 2025-06-03 | 13F | Invst, LLC | 5 477 | 949 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 87 633 | 5,87 | 15 926 | 11,07 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 140 | 25 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 19 035 | 5,84 | 3 459 | 11,04 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 8 707 | 14,57 | 1 582 | 20,21 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 3 396 | 11,02 | 617 | 16,64 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 183 545 | 25,49 | 33 | 32,00 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 2 359 | 41,43 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 25 222 | 3,76 | 4 584 | 8,83 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 275 | 4,56 | 50 | 8,89 | ||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 6 650 | 5,54 | 1 209 | 10,72 | ||||
| 2025-08-13 | 13F | North Peak Capital Management, LLC | 1 374 131 | 249 735 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 76 902 | 1,86 | 13 976 | 6,87 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 12 856 | 2,04 | 2 336 | 7,06 | ||||
| 2025-07-09 | 13F | Sterling Manor Financial, LLC | 68 089 | 3,32 | 12 374 | 8,40 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 92 278 | 16 771 | ||||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 1 856 | 10,48 | 337 | 15,81 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 595 494 | 0,96 | 105 063 | 9,51 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 23 921 | 2,36 | 4 347 | 7,39 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 5 361 | 0,94 | 974 | 5,98 | ||||
| 2025-08-12 | 13F | Bokf, Na | 21 060 | 1,99 | 3 827 | 6,99 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 1 718 | 0,29 | 312 | 5,41 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 60 758 | 18,44 | 11 042 | 24,26 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 30 369 | 2,45 | 5 519 | 7,48 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 45 386 | 2,85 | 8 249 | 7,90 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 49 303 | 744,08 | 8 960 | 786,25 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 7 597 | 1,59 | 1 381 | 6,56 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 9 961 | 42,34 | 1 810 | 49,34 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 60 843 | 3,79 | 11 058 | 8,88 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 8 466 | 1 533 | ||||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 | 0 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 715 904 | 5,35 | 130 109 | 10,52 | ||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 4 682 | 57,48 | 851 | 65,05 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 16 078 | 38,19 | 2 922 | 45,01 | ||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 6 830 | 0,12 | 1 241 | 5,08 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 4 575 | 4,57 | 831 | 9,78 | ||||
| 2025-07-17 | 13F | Financial Designs Corp | 1 455 | 264 | ||||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 3 416 | 2,46 | 621 | 7,45 | ||||
| 2025-08-06 | 13F | Cm Wealth Advisors Llc | 55 148 | 29,13 | 10 023 | 35,47 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 7 830 | 448,70 | 1 446 | 480,72 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 163 405 | 11,70 | 29 698 | 17,18 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 27 360 | 1,22 | 4 972 | 6,19 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 126 847 | 57,19 | 23 053 | 64,92 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1 701 457 | 24,05 | 309 223 | 30,14 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4 610 | 33,43 | 838 | 39,97 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 2 259 | 2,12 | 411 | 7,05 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 215 796 | 20,45 | 39 219 | 26,36 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 14 858 | 44,91 | 2 700 | 52,03 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 6 809 | 16,99 | 1 237 | 22,72 | ||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 27 952 | 4,39 | 5 | 25,00 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 1 797 | 0,22 | 326 | 5,16 | ||||
| 2025-07-22 | 13F | Chemung Canal Trust Co | 61 873 | 11 245 | ||||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 8 054 | 1,21 | 1 464 | 6,17 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 500 | 91 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 96 204 | 5,65 | 17 484 | 10,84 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 2 516 | 8,87 | 457 | 13,12 | ||||
| 2025-07-08 | 13F | Parisi Gray Wealth Management | 10 486 | 0,33 | 1 906 | 5,25 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 18 206 | 13,02 | 3 309 | 18,57 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 229 | 0,44 | 42 | 13,89 | ||||
| 2025-08-13 | 13F | Investment Counsel Co Of Nevada | 158 | 29 | ||||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 27 008 | 0,14 | 4 908 | 5,07 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 26 260 | 2,03 | 4 772 | 7,04 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 1 805 | 0,22 | 328 | 5,47 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 54 326 | 1,10 | 9 873 | 6,07 | ||||
| 2025-03-24 | NP | DBISX - DWS Global Macro Fund Class A | 35 250 | 19,49 | 6 389 | 22,85 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 3 592 | 4,94 | 653 | 9,95 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 378 661 | 4,75 | 68 818 | 24,49 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 2 348 | 0,26 | 427 | 5,19 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 46 040 | 15,82 | 8 367 | 21,51 | ||||
| 2025-08-08 | 13F | Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 2 027 552 | 119,14 | 368 487 | 129,91 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 7 473 | 3,25 | 1 358 | 8,38 | ||||
| 2025-08-14 | 13F | Harris Associates L P | 1 469 | 267 | ||||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 107 812 | 4,79 | 20 | 11,76 | ||||
| 2025-07-09 | 13F | Lake Hills Wealth Management, LLC | 62 283 | 12,20 | 11 319 | 17,72 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 1 257 | 2,70 | 228 | 7,55 | ||||
| 2025-07-15 | 13F | Maseco Llp | 559 | 102 | ||||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 4 338 | 7,86 | 788 | 13,22 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 33 941 | 20,75 | 6 169 | 26,68 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 77 182 | 4,66 | 14 027 | 9,80 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 78 101 | 12,69 | 14 194 | 16,88 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 9 793 | 0,39 | 1 780 | 5,33 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 111 111 | 2,44 | 20 193 | 7,48 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 876 | 59,85 | 159 | 69,15 | ||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 163 271 | 29 673 | ||||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 28 369 | 5 | ||||||
| 2025-08-12 | 13F | Barings Llc | 53 853 | 9 787 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 1 315 | 239 | ||||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 2 935 | 0,20 | 533 | 5,13 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5 646 560 | 11,65 | 1 026 206 | 17,14 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 3 716 | 60,94 | 675 | 68,75 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 6 599 | 46,91 | 1 199 | 54,11 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 4 843 | 80,78 | 880 | 111,03 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 453 | 8,63 | 82 | 13,89 | ||||
| 2025-07-24 | 13F | West Bancorporation Inc | 3 203 | 23,43 | 582 | 29,62 | ||||
| 2025-08-07 | 13F | Davidson Capital Management Inc. | 161 798 | 2,01 | 29 405 | 7,02 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 60 860 | 1,14 | 11 061 | 17,92 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 4 828 | 0,81 | 877 | 5,79 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 31 248 | 2,97 | 5 679 | 8,03 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 9 800 | 1,80 | 1 781 | 6,84 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 10 819 | 2,55 | 1 966 | 7,61 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 19 502 | 7,84 | 3 544 | 13,15 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 29 272 | 1,52 | 5 320 | 6,51 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 13 546 | 8,37 | 2 462 | 13,67 | ||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 46 837 | 1,99 | 8 512 | 7,00 | ||||
| 2025-05-06 | 13F | JPL Wealth Management, LLC | 1 792 | 5,54 | 304 | 2,02 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 44 196 | 8 032 | ||||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 1 596 | 0,44 | 290 | 5,45 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 421 | 77 | ||||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 8 508 | 1 474 | ||||||
| 2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 1 789 | 0,39 | 325 | 5,52 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 18 | 3 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 32 653 255 | 9,80 | 5 934 403 | 15,19 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 8 376 | 22,80 | 1 522 | 28,87 | ||||
| 2025-08-14 | 13F | Schusterman Interests, LLC | 120 000 | 21 809 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 10 491 | 4,34 | 1 838 | 5,57 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 2 903 | 9,51 | 528 | 15,57 | ||||
| 2025-08-08 | NP | QRDTX - Quantified Rising Dividend Tactical Fund Investor Class Shares | 23 797 | 5,01 | 4 325 | 10,17 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 189 | 34 | ||||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 5 888 | 0,14 | 1 082 | 7,66 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 1 251 | 227 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 162 176 | 2,35 | 29 474 | 7,37 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | Put | 22 200 | 4 035 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 25 360 | 0,18 | 4 609 | 5,11 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 6 201 | 24,02 | 1 127 | 30,02 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 166 281 | 64,48 | 30 220 | 72,56 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 19 962 | 3 628 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 345 132 | 0,12 | 62 724 | 5,04 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 2 512 | 9,31 | 457 | 14,57 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 11 490 | 117,04 | 2 088 | 127,70 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 5 917 | 18,67 | 1 075 | 24,57 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 7 040 | 1 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 266 846 | 1,97 | 48 497 | 6,97 | ||||
| 2025-08-14 | 13F | Trace Wealth Advisors, LLC | 1 120 | 204 | ||||||
| 2025-07-23 | 13F | Dohj, Llc | 3 559 | 587 | ||||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 5 381 | 5,24 | 978 | 10,40 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 1 310 | 0,31 | 238 | 5,31 | ||||
| 2025-08-14 | 13F | Dimension Capital Management Llc | 120 908 | 0,50 | 21 974 | 5,44 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 24 | 4 | ||||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 3 394 | 27,31 | 617 | 33,62 | ||||
| 2025-08-14 | 13F | Fir Tree Capital Management Lp | Call | 120 000 | 21 809 | |||||
| 2025-07-16 | 13F | Kennicott Capital Management Llc | 19 329 | 4,12 | 3 513 | 9,24 | ||||
| 2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 21 645 | 18,23 | 3 934 | 24,03 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 463 193 | 3,32 | 84 181 | 8,40 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 5 912 | 4,53 | 1 075 | 9,70 | ||||
| 2025-07-29 | 13F | John G Ullman & Associates Inc | 1 109 | 202 | ||||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 5 834 | 26,50 | 1 060 | 32,83 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 2 746 | 0,11 | 499 | 4,84 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 121 687 | 2,69 | 22 115 | 7,73 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 17 | 3 | ||||||
| 2025-08-05 | 13F | Burney Co/ | 1 479 | 269 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 12 899 | 23,45 | 2 344 | 29,50 | ||||
| 2025-08-14 | 13F | State Of Wisconsin Investment Board | 6 845 838 | 49,31 | 1 244 163 | 56,65 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 316 836 | 50,49 | 57 582 | 57,89 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 4 616 | 36,97 | 839 | 43,74 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 689 136 | 0,26 | 306 984 | 5,18 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 5 961 | 0,07 | 1 083 | 5,35 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 7 956 | 3,03 | 1 446 | 8,08 | ||||
| 2025-07-21 | 13F | Consolidated Investment Group LLC | 380 395 | 3,82 | 69 133 | 8,92 | ||||
| 2025-07-09 | 13F | Roth Financial Partners LLC | 99 328 | 0,81 | 18 050 | 5,78 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 17 169 | 8,19 | 3 120 | 13,50 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 7 | 1 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 7 074 | 32,55 | 1 286 | 39,07 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 1 489 | 271 | ||||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 109 772 | 1,31 | 19 950 | 6,29 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 4 792 | 1,38 | 871 | 6,36 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 4 821 | 5,15 | 876 | 10,33 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 20 348 | 38,99 | 3 698 | 45,82 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 12 259 | 413,79 | 2 228 | 439,23 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 56 623 | 0,89 | 10 295 | 5,92 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - Fonds d,investissement inc. | 68 500 | 4,10 | 12 449 | 9,22 | ||||
| 2025-08-18 | 13F/A | Nomura Holdings Inc | Call | 40 000 | 7 270 | |||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 52 734 | 3,88 | 9 584 | 8,98 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 19 981 | 11,56 | 3 631 | 17,05 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 35 374 | 50,37 | 6 429 | 55,94 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 98 025 | 1,60 | 17 815 | 6,59 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 54 382 | 19,94 | 9 883 | 25,83 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 3 325 | 141,29 | 604 | 153,78 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 3 369 | 0,66 | 612 | 5,70 | ||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 10 008 | 2 | ||||||
| 2025-08-04 | 13F | B&l Asset Management Llc | 5 509 | 33,62 | 1 001 | 40,20 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 229 | 0,44 | 42 | 5,13 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 184 945 | 1,11 | 33 612 | 6,08 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 4 451 | 0,77 | 809 | 5,62 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 1 816 | 0,11 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 383 | 8,39 | 251 | 14,09 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 19 138 | 7,43 | 3 478 | 12,70 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 36 | 7 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 235 301 | 24,66 | 42 564 | 31,25 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | Put | 29 400 | 5 343 | |||||
| 2025-07-16 | 13F | Global Wealth Management, LLC | 29 238 | 32,30 | 5 398 | 40,99 | ||||
| 2025-08-05 | 13F | Ceera Investments, Llc | 4 772 | 35,30 | 867 | 42,13 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 981 | 39,12 | 360 | 46,34 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 1 451 | 264 | ||||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 926 | 168 | ||||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 4 558 | 51,53 | 828 | 58,93 | ||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 147 062 | 10,02 | 27 | 13,04 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 214 | 0 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 13 741 | 154,23 | 2 497 | 166,77 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 203 | 6,84 | 37 | 12,50 | ||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 87 811 | 1,27 | 15 959 | 6,25 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 63 272 | 1,13 | 11 499 | 6,10 | ||||
| 2025-08-14 | 13F | ICW Investment Advisors LLC | 4 064 | 2,68 | 739 | 7,74 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 153 866 | 1,11 | 27 964 | 6,07 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 1 114 | 202 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 623 815 | 2,82 | 113 374 | 7,87 | ||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 124 768 | 2,58 | 22 676 | 7,62 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 729 | 0,41 | 133 | 5,60 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 240 903 | 1 143,88 | 3 465 | 3,28 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 50 113 | 1,68 | 9 108 | 6,68 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 1 975 | 61,22 | 359 | 68,87 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 9 473 | 0,77 | 1 722 | 5,71 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 46 049 | 2,28 | 8 369 | 7,31 | ||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 5 755 | 0,07 | 1 079 | 14,32 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 4 919 | 0,33 | 894 | 5,18 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 111 401 | 30,28 | 20 246 | 36,69 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 1 293 | 235 | ||||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 3 189 | 3,10 | 580 | 8,22 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 18 187 | 2,21 | 3 305 | 7,24 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 4 445 | 3,06 | 808 | 8,03 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 6 687 | 0,77 | 1 215 | 5,74 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 59 | 1,72 | 11 | 0,00 | ||||
| 2025-05-14 | 13F | Credit Agricole S A | 34 035 | 10,17 | 5 896 | 8,90 | ||||
| 2025-07-16 | 13F | Patton Fund Management, Inc. | 123 503 | 22 445 | ||||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 59 691 | 1,13 | 10 848 | 6,10 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 11 356 | 0,76 | 2 064 | 5,69 | ||||
| 2025-07-11 | 13F | Elk River Wealth Management, LLC | 197 355 | 0,49 | 35 868 | 5,43 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 11 371 | 60,56 | 2 066 | 68,52 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 71 | 26,79 | 0 | |||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 74 883 | 3,36 | 13 609 | 8,44 | ||||
| 2025-05-15 | 13F | JDM Financial Group LLC | 0 | 0 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 25 753 | 4 680 | ||||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 3 476 | 2,18 | 632 | 7,13 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 3 559 | 0,39 | 647 | 5,21 | ||||
| 2025-08-14 | 13F | Fortress Financial Group, Llc | 46 648 | 15,00 | 8 478 | 20,65 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 96 322 | 2,12 | 17 506 | 7,14 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 3 601 | 0,28 | 654 | 5,14 | ||||
| 2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 1 143 | 208 | ||||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 36 375 | 3,28 | 6 622 | 12,29 | ||||
| 2025-08-12 | 13F | Boston Research & Management Inc | 3 091 | 12,60 | 1 | |||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 2 611 | 11,30 | 474 | 16,75 | ||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 86 921 | 3,81 | 15 797 | 15,99 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 21 323 | 7,56 | 3 875 | 12,84 | ||||
| 2025-07-21 | 13F | Vanderbilt University | 463 169 | 0,40 | 84 176 | 5,33 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 15 079 | 2 740 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 795 087 | 31,62 | 144 | 38,46 |
