Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Global X Funds - Global X Artificial Intelligence & Technology ETF inkluderar Scarborough Advisors, LLC, Wealth Management Associates, Inc., Pictet Asset Management Holding SA, Legacy Financial Group LLC, GXDW - Global X Thematic Growth ETF, Fiduciary Alliance LLC, First Heartland Consultants, Inc., IHT Wealth Management, LLC, Brinker Capital Investments, LLC, ArborFi Advisors, LLC, Financial Enhancement Group LLC, Atria Investments Llc, Pinnacle Financial Partners Inc, Byrne Financial Freedom, Llc, NewEdge Wealth, LLC, Owen LaRue, LLC, McElhenny Sheffield Capital Management, LLC, Waddell & Associates, Llc, United Capital Financial Advisers, Llc, och WT Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 65 306 | 2 853 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 19 247 | 89,25 | 841 | 126,42 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 37 881 | 124,59 | 1 655 | 169,98 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 5 105 | 223 | ||||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 5 364 | 234 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 247 077 | 6,05 | 54 485 | 27,36 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 3 173 | 331,70 | 139 | 430,77 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 23 622 | 77,48 | 1 032 | 113,22 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 15 107 | 34,60 | 660 | 73,42 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 49 700 | 16,67 | 2 171 | 40,15 | |||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 25 562 | 0,62 | 1 117 | 20,78 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 39 266 | 5,35 | 1 716 | 26,47 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 159 | 7 | ||||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 23 124 | 4,90 | 1 019 | 27,22 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 4 | 0 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 165 460 | 17,53 | 7 229 | 41,14 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 24 990 | 49,44 | 1 092 | 79,44 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 19 992 | 95,22 | 873 | 134,68 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 74 649 | 9,67 | 3 261 | 31,70 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 627 210 | 7,23 | 27 403 | 28,77 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 32 | 1 | ||||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 27 698 | 104,41 | 1 210 | 145,93 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 32 601 | 4,82 | 1 424 | 25,91 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 12 913 | 6,08 | 564 | 27,60 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 457 | 14,25 | 20 | 35,71 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3 525 | 42,31 | 154 | 71,11 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 119 189 | 38,78 | 5 207 | 66,68 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 10 035 | 6,35 | 438 | 27,70 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 5 040 | 220 | ||||||
| 2025-07-11 | 13F | Global X Japan Co., Ltd. | 109 186 | 1,58 | 4 770 | 21,99 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 4 963 | 217 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 14 097 | 11,11 | 616 | 33,41 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 590 437 | 131,47 | 25 796 | 178,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 6 700 | 178 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 13 354 | 13,79 | 583 | 36,85 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 22 793 | 103,20 | 996 | 143,87 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 33 980 | 89,95 | 1 485 | 128,31 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 103 607 | 69,30 | 4 527 | 103,32 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 12 217 | 41,74 | 539 | 71,88 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 5 572 | 244 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 100 | 4 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 150 | 233,33 | 7 | 500,00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 4 731 | 207 | ||||||
| 2025-08-08 | 13F | Creative Planning | 39 189 | 25,79 | 1 712 | 51,10 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 48 | 2 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 59 092 | 10,99 | 2 582 | 33,32 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 30 432 | 14,97 | 1 330 | 38,15 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 78 952 | 5,35 | 3 449 | 26,52 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 30 520 | 33,97 | 1 333 | 60,99 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 7 208 | 59,89 | 315 | 91,46 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 315 | 14 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 149 787 | 20,54 | 6 544 | 44,78 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 14 205 | 6,80 | 621 | 28,36 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 317 982 | 13,44 | 13 893 | 36,24 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10 636 | 18,10 | 465 | 40,61 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 6 336 | 74,26 | 277 | 109,09 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 11 393 | 3,01 | 498 | 23,63 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 859 766 | 45,22 | 37 563 | 74,40 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 26 070 | 3,89 | 1 139 | 24,78 | ||||
| 2025-05-29 | NP | Connetic Venture Capital Access Fund | 33 870 | 20,53 | 1 232 | 13,55 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 21 299 | 96,99 | 932 | 136,90 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 6 028 | 304,56 | 263 | 387,04 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 5 786 | 5,09 | 253 | 26,00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 4 675 | 204 | ||||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 6 407 | 280 | ||||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 5 889 | 257 | ||||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 265 972 | 4,13 | 11 620 | 25,05 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 8 973 | 392 | ||||||
| 2025-08-14 | 13F | Prudent Investors Network | 231 577 | 1,17 | 10 118 | 21,50 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 407 | 138,01 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 21 763 | 135,56 | 951 | 180,24 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7 628 | 10,57 | 334 | 33,20 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 9 401 | 41,37 | 411 | 70,12 | ||||
| 2025-07-16 | 13F | Novem Group | 99 416 | 10,65 | 4 344 | 32,89 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 746 660 | 24,27 | 32 622 | 49,24 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 62 432 | 5,77 | 2 728 | 27,01 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 103 | 4 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 395 851 | 18,58 | 17 156 | 41,25 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 131 | 28,38 | 49 | 53,13 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 5 467 | 239 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 57 410 | 163,94 | 2 508 | 217,07 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 900 | 1 700,00 | 39 | 3 800,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7 318 | 9,68 | 320 | 31,82 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 953 | 260 | ||||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 125 094 | 65,35 | 5 465 | 98,58 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 6 058 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 19 787 | 15,17 | 864 | 38,24 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12 588 | 550 | ||||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 13 418 | 612 | ||||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 27 580 | 1 205 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 526 255 | 2,45 | 22 279 | −58,89 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 97 | 20,00 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 205 032 | 7,17 | 9 | 33,33 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 6 431 | 0,39 | 281 | 13,36 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 190 | 18,01 | 8 | 60,00 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 18 759 | 682 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 7 815 | 120,45 | 341 | 166,41 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 54 210 | 101,70 | 2 368 | 142,37 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 1 829 | 37,83 | 80 | 64,58 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11 784 | 515 | ||||||
| 2025-07-21 | 13F | Grassi Investment Management | 23 683 | 3,16 | 1 | |||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 9 311 | 407 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 600 | 26 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 8 805 | 5,32 | 385 | 26,32 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 541 | 24 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 41 793 | 5,56 | 1 826 | 26,74 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 5 440 | 238 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 65 247 | 10,54 | 2 851 | 32,74 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 1 535 | 66 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 10 560 | 69,64 | 461 | 103,98 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 8 220 | 7,17 | 359 | 28,67 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 2 400 | 26,32 | 105 | 50,72 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 469 133 | 22,74 | 20 496 | 47,41 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 60 001 | 2 621 | ||||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 22 578 | 1,15 | 986 | 21,43 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 25 | 1 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5 429 | 237 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 647 | 52 840,00 | 116 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 64 740 | 0,83 | 2 796 | 18,73 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 920 | 870,10 | 128 | 1 170,00 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 107 995 | 15,22 | 4 718 | 38,40 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 15 355 | 1 107,15 | 671 | 1 356,52 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 98 273 | 83,36 | 4 294 | 120,27 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 100 | 4 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3 323 901 | 19,36 | 145 221 | 43,35 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 19 489 | 89,31 | 851 | 127,54 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 6 442 | 281 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 66 743 | 2 916 | ||||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 12 642 | 16,00 | 552 | 39,39 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 690 | 30 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 280 | 12 | ||||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 111 155 | 970,44 | 4 856 | 1 110,97 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 73 145 | 23,64 | 3 196 | 48,47 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 43 875 | 4,54 | 1 955 | 28,11 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4 900 | 214 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 20 294 | 67,24 | 887 | 89,32 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 35 831 | 10,29 | 1 565 | 32,51 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 3 480 | 152 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 10 729 | 12,46 | 469 | 34,87 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 10 221 | 4,34 | 447 | 25,28 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2 502 | 0 | ||||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 6 002 | 262 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1 182 | 1,11 | 52 | 21,43 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 5 463 | 240 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 8 163 | 35,98 | 357 | 63,30 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 137 360 | 22,82 | 6 001 | 38,88 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 6 490 | 284 | ||||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 4 824 | 211 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 620 | 24,00 | 27 | 50,00 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 22 683 | 15,52 | 991 | 38,80 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3 789 | 166 | ||||||
| 2025-07-28 | 13F | Granite Group Advisors, LLC | 4 800 | 210 | ||||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 4 729 | 207 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 40 463 | 1 768 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 29 700 | 32,06 | 1 298 | 58,56 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 10 571 | 462 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 12 323 | 40,82 | 553 | 73,90 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 123 | 5 | ||||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 4 390 | 4,52 | 192 | 25,66 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 7 396 | 323 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 24 290 | 5,20 | 1 061 | 26,31 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 209 | 20,11 | 9 | 50,00 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 12 639 | 552 | ||||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 18 203 | 16,47 | 795 | 39,96 | ||||
| 2025-07-22 | 13F | James Reed Financial Services, Inc. | 32 303 | 37,36 | 1 411 | 65,03 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 20 467 | 4,75 | 1 | |||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 19 383 | 122,21 | 847 | 166,88 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12 583 | 4,01 | 550 | 24,77 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 44 214 | 100,00 | 1 932 | 140,17 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 11 860 | 518 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 8 398 | 2,53 | 367 | 23,23 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 400 000 | 17 476 | ||||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 8 292 | 0,08 | 362 | 20,27 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3 304 892 | 2,51 | 144 391 | 23,11 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3 471 | 152 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 11 384 | 22,74 | 497 | 47,48 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 7 582 | 17,86 | 332 | 41,45 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 542 946 | 1,25 | 285 861 | 21,60 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 7 348 | 2,94 | 321 | 23,94 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 7 540 | 0,24 | 329 | 20,51 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 114 253 | 3,30 | 4 992 | 24,06 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 477 | 21 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 47 935 | 20,46 | 2 094 | 44,71 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 38 163 | 15,02 | 1 668 | 38,11 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 8 231 | 18,18 | 360 | 41,90 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 6 778 | 3,83 | 0 | |||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 22 158 | 959 | ||||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 230 | 10 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18 559 | 14,46 | 811 | 36,82 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 4 729 | 207 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 466 | 15,80 | 64 | 39,13 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 13 549 | 9,98 | 592 | 31,92 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 115 | 15,00 | 5 | 66,67 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 19 114 | 835 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 21 323 | 932 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 18 038 | 17,43 | 788 | 41,22 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 6 237 | 4,18 | 272 | 25,35 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 38 419 | 1 679 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 54 253 | 111,66 | 2 | |||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 156 390 | 62,93 | 6 840 | 95,88 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 8 970 | 4,78 | 379 | 21,54 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 5 155 | 225 | ||||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 13 732 | 600 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 193 696 | 27,42 | 8 463 | 53,02 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 34 895 | 78,92 | 1 525 | 114,95 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 10 200 | 446 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 892 842 | 19,65 | 126 388 | 43,69 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 7 130 | 10,89 | 311 | 33,48 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 5 885 | 257 | ||||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 4 616 | 202 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31 601 | 1 381 | ||||||
| 2025-08-13 | 13F | Pictet Asset Management Holding SA | 65 000 | 2 840 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 788 | 78 | ||||||
| 2025-05-06 | 13F | WT Wealth Management | 11 051 | 402 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 143 214 | 6 257 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 50 | 2 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 23 793 | 10,31 | 1 040 | 32,53 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 10 630 | 10,90 | 464 | 33,33 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 38 957 | 3,00 | 1 702 | 23,69 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 24 905 | 11,20 | 1 088 | 33,66 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 16 065 | 718 | ||||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 610 | 1,67 | 27 | 23,81 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 27 765 | 1,81 | 1 213 | 22,28 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 163 156 | 168,47 | 7 128 | 222,53 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 21 212 | 927 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6 446 | 284,84 | 282 | 339,06 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5 443 | 238 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 15 706 | 30,15 | 1 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 23 302 | 6,95 | 1 018 | 28,54 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 7 163 | 15 471,74 | 313 | 31 100,00 | ||||
| 2025-07-07 | 13F | HMS Capital Management, LLC | 194 721 | 8,30 | 8 507 | 47,10 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 31 550 | 6,95 | 1 148 | −2,88 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 16 420 | 717 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 25 468 | 51,03 | 1 | |||||
| 2025-07-28 | 13F | Essex LLC | 33 477 | 3,79 | 1 463 | 24,64 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 71 567 | 15,07 | 3 127 | 38,20 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 8 371 | 366 | ||||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 5 843 | 255 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 500 | 100,00 | 22 | 133,33 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15 353 | 168,74 | 671 | 223,67 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 219 119 | 29,06 | 9 573 | 55,00 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 15 735 | 18,85 | 687 | 42,83 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 451 | 81,85 | 20 | 111,11 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 221 | 10 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 26 100 | 163,64 | 1 140 | 216,67 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 33 343 | 21,01 | 1 457 | 45,31 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 135 | 78,74 | 50 | 113,04 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 30 017 | 58,74 | 1 311 | 90,83 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 34 700 | 1 516 | |||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 58 879 | 12,33 | 2 572 | 34,94 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 529 233 | 18,76 | 23 122 | 42,62 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 19 284 | 7,77 | 841 | 28,83 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 112 336 | 4 908 | ||||||
| 2025-07-30 | NP | GXDW - Global X Thematic Growth ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 49 472 | 1 994 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 10 507 | 460 | ||||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 57 798 | 0,38 | 2 525 | 20,58 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 84 344 | 30,63 | 3 658 | 55,07 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 4 685 | 44,15 | 205 | 72,88 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 65 | 3 | ||||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 40 715 | 10,73 | 1 779 | 32,98 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 31 720 | 1 386 | ||||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 11 062 | 3,27 | 402 | −2,66 |
