Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i ALPS ETF Trust - Alerian MLP ETF inkluderar Element Wealth, LLC, Kera Capital Partners, Inc., Oak Harvest Investment Services, Capstone Wealth Management Group LLC, HC Advisors, LLC, Plan Group Financial, LLC, Sig Brokerage, Lp, Gotham Asset Management, LLC, TT Capital Management LLC, CWA Asset Management Group, LLC, J.Safra Asset Management Corp, Marex Group plc, Sei Investments Co, RMB Capital Management, LLC, Abel Hall, LLC, NINE MASTS CAPITAL Ltd, Westbourne Investment Advisors, Inc., Vanguard Capital Wealth Advisors, Stillwater Wealth Management Group, och Glenmede Investment Management, LP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Principal Securities, Inc. | 7 952 | 7,82 | 389 | 9,30 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 216 359 | 80,58 | 10 571 | 69,87 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 14 558 | 13,70 | 711 | 15,42 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 2 280 | 111 | ||||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 37 954 | 0,17 | 1 854 | −5,74 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 201 008 | 0,77 | 9 821 | −5,20 | ||||
| 2025-08-11 | 13F | AXS Investments LLC | 37 666 | 28,49 | 1 840 | 20,89 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 153 057 | 19,41 | 105 199 | 12,33 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 988 | 517,50 | 48 | 500,00 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 18 218 | 3,79 | 890 | −2,31 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 46 035 | 15,67 | 2 249 | 8,81 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 7 769 | 0,04 | 380 | −5,96 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 22 527 | 1,71 | 1 101 | −4,35 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 5 738 | 0,03 | 280 | −5,72 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 140 700 | 32,40 | 6 863 | 24,35 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 1 074 933 | 1,08 | 52 521 | −4,91 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 11 709 | 572 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 7 003 | 0,50 | 342 | −5,26 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 180 719 | 21,47 | 8 830 | 14,26 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 260 | 13 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 137 519 | 98,44 | 6 719 | 86,69 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 114 918 | 111,33 | 5 615 | 98,80 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 4 822 | 236 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 25 930 | 0,02 | 1 267 | −5,94 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 20 932 | 2,35 | 1 023 | −3,77 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 13 259 | 34,35 | 648 | 26,37 | ||||
| 2025-08-25 | NP | TINIX - AXS Tactical Income Fund Class I Shares | 37 666 | 28,49 | 1 840 | 20,89 | ||||
| 2025-08-13 | 13F | Capula Management Ltd | 29 345 | 331,54 | 1 434 | 305,95 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 87 276 | 2,04 | 4 264 | −4,01 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 13 853 | 1,07 | 677 | −4,92 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 23 071 | 1,34 | 1 127 | −4,65 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 149 | 7 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4 061 | 1,86 | 198 | −4,35 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 119 | 6 | ||||||
| 2025-08-18 | 13F | Brick & Kyle, Associates | 164 125 | 1,68 | 8 | −12,50 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 17 722 | 0,96 | 866 | −5,05 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 238 | 85,94 | 12 | 83,33 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 29 916 | 15,72 | 1 462 | 8,87 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 115 | 1,77 | 6 | 0,00 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 181 556 | 11,33 | 8 871 | 4,72 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 21 543 | 1,11 | 1 | 0,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 63 748 | 227 571,43 | 3 115 | 311 300,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 443 975 | 5,02 | 21 693 | −1,21 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 802 | 5,94 | 39 | 0,00 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 8 866 | 3,85 | 433 | −2,26 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 3 370 831 | 666,10 | 23 949 | 4,64 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5 141 | 88,32 | 251 | 78,01 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 289 212 | 30,14 | 14 131 | 28,09 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 170 239 | 3,33 | 8 318 | −2,79 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 41 163 | 1,70 | 2 011 | −4,33 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 5 040 | 1,31 | 246 | −4,65 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 5 568 | 1,83 | 272 | −4,23 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 243 909 | 3,72 | 12 669 | 11,86 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 7 294 | 5,68 | 356 | −0,56 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4 035 | 908,75 | 197 | 885,00 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 21 758 | 68,84 | 1 063 | 58,89 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 27 897 | 29,24 | 1 363 | 21,59 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 43 528 | 0,12 | 2 127 | −5,85 | ||||
| 2025-08-22 | 13F/A | TT Capital Management LLC | 20 095 | 982 | ||||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 88 912 | 183,79 | 4 344 | 166,99 | ||||
| 2025-08-14 | 13F | Css Llc/il | Call | 300 | 15 | |||||
| 2025-07-17 | 13F | White Pine Investment CO | 90 860 | 0,61 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Css Llc/il | 4 156 | 203 | ||||||
| 2025-07-23 | 13F | Element Wealth, LLC | 109 435 | 5 347 | ||||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 25 288 | 0,69 | 1 236 | −5,29 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 5 350 | 261 | ||||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 311 637 | 93,75 | 15 227 | 82,26 | ||||
| 2025-08-13 | 13F | NINE MASTS CAPITAL Ltd | 10 100 | 493 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 26 | 1 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 830 | 12,62 | 41 | 5,26 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 26 378 | 17,25 | 1 289 | 10,27 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 245 175 | 1,59 | 11 979 | −4,44 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 30 780 | 8,30 | 1 504 | 1,83 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 4 500 | 1,99 | 0 | |||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 3 210 314 | 4,21 | 156 856 | −1,97 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 4 754 | 7,02 | 232 | 0,87 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7 262 | 38,01 | 355 | 29,67 | ||||
| 2025-08-14 | 13F | Lavaca Capital Llc | Call | 27 200 | 1 329 | |||||
| 2025-07-30 | 13F | Sterling Investment Management, Inc. | 65 682 | 36,22 | 3 209 | 28,15 | ||||
| 2025-07-23 | 13F | Regency Capital Management Inc.\DE | 100 112 | 1,46 | 4 891 | −4,55 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 15 031 | 10,59 | 734 | 4,11 | ||||
| 2025-08-19 | 13F | Marex Group plc | 16 260 | 794 | ||||||
| 2025-08-15 | 13F | Brookfield Asset Management Inc. | 1 330 | 65 | ||||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 55 044 | 7,35 | 2 689 | 0,98 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 8 890 | 4,11 | 434 | −2,03 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 600 | 29 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 635 | 1,30 | 80 | −4,82 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5 995 | 11,99 | 293 | 5,04 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 136 513 | 0,09 | 6 670 | −5,84 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 6 766 | 0,03 | 331 | −5,98 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 95 957 | 1,16 | 4 688 | −4,83 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 404 772 | 13,94 | 19 777 | 7,19 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 59 356 | 4,50 | 2 900 | −1,69 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 106 291 | 4,02 | 5 193 | −2,15 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6 426 | 314 | ||||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 29 000 | 1 417 | ||||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 334 834 | 8,29 | 16 360 | 1,86 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 4 335 | 1,31 | 212 | −4,95 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 20 536 | 1,03 | 1 003 | −4,93 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 152 722 | 7 390 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 91 965 | 2,67 | 4 493 | −3,42 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 14 386 | 0,08 | 703 | −5,90 | ||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 61 357 | 0,04 | 2 998 | −5,90 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 40 657 | 1,56 | 1 987 | −4,47 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 982 685 | 8,05 | 48 062 | 1,75 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 133 | 8,42 | 55 | 1,85 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 10 353 | 44,64 | 506 | 36,12 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 329 183 | 1 100,78 | 16 | 1 500,00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7 681 | 0 | ||||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 137 898 | 7,35 | 6 904 | 3,48 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 3 766 | 0,53 | 184 | −5,67 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 38 622 | 14,11 | 1 887 | 7,34 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 38 235 | 3,23 | 1 868 | −2,86 | ||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 57 524 | 6,13 | 2 811 | −0,18 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 7 270 130 | 2,95 | 355 219 | −3,15 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 80 352 | 61,14 | 3 926 | 51,58 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 14 554 | 17,18 | 711 | 10,23 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 216 673 | 6,87 | 10 587 | 0,53 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 57 720 | 2 820 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 12 755 | 623 | ||||||
| 2025-07-17 | 13F | MBA Advisors LLC | 23 787 | 1,08 | 1 162 | −4,91 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 57 000 | 34,75 | 2 785 | 26,76 | ||||
| 2025-07-31 | 13F | Anthracite Investment Company, Inc. | 12 000 | 6,76 | 586 | 0,51 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 10 299 | 24,79 | 503 | 17,52 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 30 015 | 7,22 | 1 467 | 0,83 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 41 710 | 17,68 | 2 038 | 10,71 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 10 817 | 1,84 | 529 | −3,12 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 138 087 | 1,96 | 6 747 | −4,09 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 12 200 | 3,87 | 596 | −2,30 | ||||
| 2025-07-24 | 13F | Total Wealth Planning & Management, Inc. | 22 588 | 6,77 | 1 104 | 0,46 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 43 681 | 9,50 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 3 053 | 1,80 | 149 | −3,87 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 1 000 | 49 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 13 417 | 880,77 | 656 | 822,54 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 159 884 | 7,64 | 8 005 | 3,77 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 27 625 | 1,30 | 1 350 | −4,73 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 13 879 | 12,92 | 678 | 6,27 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 4 731 | 0,21 | 231 | −5,71 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 135 366 | 7,50 | 6 614 | 1,13 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 229 163 | 4,56 | 11 197 | −1,65 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 84 067 | 9,75 | 4 108 | 3,24 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 38 841 | 0,26 | 1 898 | −5,72 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 7 100 | 347 | ||||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 400 | 20 | ||||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 14 268 | 697 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 5 439 | 0,70 | 266 | −5,36 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 77 264 | 2,08 | 3 775 | −3,97 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 28 634 | 52,26 | 1 399 | 43,34 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 81 301 | 2,42 | 3 972 | −3,64 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 32 572 | 1 591 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 208 | 10 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 43 906 | 3,42 | 2 145 | −2,72 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 165 713 | 1,81 | 8 097 | −4,23 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 16 565 | 72,57 | 809 | 62,45 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 167 696 | 42,53 | 8 194 | 34,07 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 4 854 | 1,46 | 237 | −4,44 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 51 179 | 6,48 | 2 501 | 0,16 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 39 293 | 17,47 | 1 920 | 10,48 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 32 536 | 3,50 | 1 590 | −2,63 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 84 769 | 13,54 | 4 142 | 6,81 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 438 | 5,04 | 21 | 0,00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 70 313 | 2,51 | 3 436 | −3,51 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 88 781 | 6,33 | 4 338 | 0,02 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 57 300 | 17,42 | 2 800 | 10,46 | |||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 527 100 | 96,75 | 25 754 | 85,09 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 69 200 | 80,68 | 3 381 | 69,98 | |||
| 2025-07-24 | 13F | Allen Wealth Management, Llc | 321 313 | 1,47 | 15 699 | −4,54 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 257 | 159 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 113 793 | 148,59 | 5 560 | 133,87 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 16 911 | 0,61 | 826 | −5,38 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 531 817 | 1,92 | 25 985 | −4,13 | ||||
| 2025-08-13 | 13F | Collar Capital Management, LLC | 29 162 | 3,80 | 1 425 | −2,40 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 18 894 | 923 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 330 398 | 3 253,95 | 16 143 | 3 059,10 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 113 670 | 1,32 | 54 414 | −4,69 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 5 233 | 7,26 | 256 | 0,79 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 170 832 | 18,13 | 8 361 | 11,02 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 4 590 | 224 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 976 | 1,14 | 0 | |||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 6 057 | 4,47 | 296 | −1,99 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 35 | 2 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 15 953 | 3,59 | 779 | −2,50 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 440 177 | 0,53 | 21 507 | −5,43 | ||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 100 | 5 | ||||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 340 534 | 1,97 | 16 638 | −4,08 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 61 918 | 6,94 | 3 025 | 0,60 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 12 454 | 12,68 | 608 | 5,92 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 72 703 | 0,13 | 3 552 | −5,81 | ||||
| 2025-08-07 | 13F | Richard C. Young & CO., LTD. | 4 773 | 0,63 | 233 | −5,28 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 141 189 | 16,42 | 6 898 | 9,53 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 122 174 | 1,21 | 5 969 | −4,80 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 8 930 | 12,61 | 436 | 6,08 | ||||
| 2025-08-29 | NP | OneAscent Capital Opportunities Fund | 8 100 | 22,73 | 396 | 15,50 | ||||
| 2025-08-11 | 13F | Truffle Hound Capital, LLC | 240 000 | 41,18 | 11 726 | 32,81 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 91 264 | 2,23 | 4 459 | −3,82 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 8 437 | 3,05 | 412 | −3,06 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 28 192 | 5,74 | 1 377 | −0,51 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 22 498 | 1 099 | ||||||
| 2025-07-16 | 13F | Novem Group | 29 521 | 3,65 | 1 442 | −2,50 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 25 742 | 9,50 | 1 258 | 2,95 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 23 325 | 1,78 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 8 347 | 0,02 | 408 | −6,00 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 41 147 | 28,59 | 2 010 | 21,01 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 41 251 | 3,36 | 2 016 | −2,80 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 11 422 | 33,28 | 558 | 25,39 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 18 335 | 0,90 | 896 | 2,17 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 13 704 | 5,33 | 670 | −0,89 | ||||
| 2025-08-12 | 13F | one8zero8, LLC | 17 400 | 2,96 | 850 | −3,08 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 11 370 | 3,02 | 556 | −3,14 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 5 223 | 9,82 | 255 | 3,24 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 128 169 | 12,47 | 6 262 | 5,81 | ||||
| 2025-08-14 | 13F | Stamos Capital Partners, L.p. | 77 236 | 56,75 | 3 774 | 47,44 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 7 576 | 0,83 | 370 | −5,13 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 582 | 28 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7 558 | 8,19 | 369 | 1,93 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 1 817 | 17,61 | 89 | 10,00 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 9 | 0 | ||||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 8 323 | 407 | ||||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 27 443 | 12,14 | 1 341 | 5,43 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 6 762 | 26,99 | 330 | 19,57 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 6 440 | 6,76 | 315 | 0,32 | ||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 38 075 | 1,85 | 1 860 | −4,17 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 6 609 | 2,01 | 321 | −4,76 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 12 501 | 10,45 | 611 | 7,96 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 172 486 | 8 469 | ||||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 5 648 | 118,58 | 276 | 105,22 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 22 531 | 0,20 | 1 101 | −5,74 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 49 915 | 48,76 | 2 439 | 39,95 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 111 703 | 23,95 | 5 458 | 16,60 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 341 710 | 2,00 | 16 698 | −4,05 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 1 287 | 63 | ||||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 19 953 | 10,12 | 975 | 3,51 | ||||
| 2025-08-13 | 13F | Intrinsic Edge Capital Management LLC | 80 000 | 3 909 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 46 252 | 29,38 | 2 260 | 21,77 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 22 154 | 87,81 | 1 082 | 76,80 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 35 479 | 1 734 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2 945 | 353,08 | 144 | 333,33 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 4 300 | 53,57 | 210 | 56,72 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 61 455 | 5,08 | 3 003 | −1,15 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 14 102 | 1,71 | 689 | −4,31 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 284 113 | 8,93 | 13 882 | 2,47 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 44 251 | 18,47 | 2 162 | 11,44 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 340 | 0,60 | 65 | −5,80 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 62 385 | 0,43 | 3 048 | −5,52 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 18 501 | 19,16 | 891 | 10,55 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 33 060 | 19,09 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8 453 389 | 0,65 | 413 033 | −5,32 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 38 625 | 1 887 | ||||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 51 705 | 3,62 | 2 526 | −2,51 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 92 367 | 36,92 | 4 513 | 28,83 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 13 282 | 1,47 | 649 | −4,57 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 18 662 | 113,60 | 912 | 116,90 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 331 | −0,30 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 800 | 39 | ||||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 28 830 | 1,15 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 3 352 | 20,66 | 164 | 13,19 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 273 326 | 0,97 | 13 355 | −5,02 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 10 200 | 498 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 25 791 | 8,80 | 1 260 | 2,36 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 1 311 189 | 17,46 | 64 065 | 10,22 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 252 629 | 16,57 | 12 343 | 9,66 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 4 692 | 0,09 | 229 | −5,76 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 9 402 | 89,71 | 459 | 78,60 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 18 070 | 0,88 | 883 | −5,16 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 3 397 | 1 353 | ||||||
| 2025-06-03 | 13F | Invst, LLC | 11 012 | 27,26 | 572 | 37,26 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 38 846 | 0,39 | 1 900 | −5,48 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 56 900 | 2 785 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 28 100 | 1 375 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 34 795 | 1 700 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 36 687 | 6,61 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 31 011 | 0,48 | 1 515 | −5,43 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 98 976 | 6,33 | 4 836 | 0,02 | ||||
| 2025-08-14 | 13F | Sig Brokerage, Lp | 25 000 | 1 222 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 88 151 | 0,60 | 4 307 | −5,36 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 151 343 | 18,97 | 7 | 16,67 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 32 606 | 256,66 | 1 593 | 236,08 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 760 011 | 34,35 | 37 134 | 26,39 | ||||
| 2025-08-13 | 13F | Nbw Capital Llc | 6 400 | 313 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 6 129 | 19,54 | 301 | 12,78 | ||||
| 2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 7 765 | 379 | ||||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 9 415 | 9,10 | 460 | 2,68 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 6 578 | 24,63 | 321 | 17,15 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 11 920 | 14,40 | 582 | 7,58 | ||||
| 2025-08-13 | 13F | New Harbor Financial Group, LLC | 486 012 | 4,37 | 23 747 | −1,82 | ||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7 747 | 379 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 61 191 | 2,72 | 2 990 | −3,39 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 28 111 | 24,73 | 1 374 | 17,35 | ||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 9 280 | 4,33 | 453 | −1,74 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 5 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 41 308 | 60,85 | 2 018 | 51,39 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 19 701 | 0,80 | 963 | −5,22 | ||||
| 2025-07-24 | 13F | Muhlenkamp & Co Inc | 176 712 | 0,00 | 8 634 | −5,93 | ||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 10 163 | 10,35 | 497 | 3,77 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 21 028 | 1 027 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 32 613 | 22,46 | 1 591 | 15,04 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 15 589 | 115,35 | 762 | 102,93 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 16 078 | 74,86 | 786 | 64,57 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 22 379 | 33,83 | 1 093 | 25,92 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 10 348 | 2,32 | 506 | −3,81 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 2 000 | 98 | ||||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 17 500 | 52,17 | 855 | 43,22 | ||||
| 2025-08-05 | 13F | Wakefield Asset Management LLLP | 26 973 | 1,69 | 1 318 | −4,36 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 23 540 | 3,62 | 1 150 | −2,46 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 104 769 | 7,72 | 5 119 | 1,35 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 26 396 | 56,94 | 1 290 | 47,65 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 41 428 | 5,69 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 29 526 | 11,52 | 1 443 | 4,87 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 24 748 | 46,57 | 1 209 | 37,86 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 47 733 | 12,46 | 2 332 | 5,81 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 660 | 32 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 54 436 | 0,08 | 2 660 | −5,88 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4 584 | 224 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 29 434 | 16,25 | 1 438 | 9,35 | ||||
| 2025-08-07 | 13F | PFG Advisors | 168 204 | 0,19 | 8 218 | −5,75 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 5 655 | 276 | ||||||
| 2025-07-17 | 13F | G&S Capital LLC | 66 876 | 1,56 | 3 268 | −4,47 | ||||
| 2025-08-13 | 13F | Bollard Group LLC | 47 669 | 1,33 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 7 859 | 2,12 | 384 | −4,01 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 429 258 | 2,66 | 21 077 | −2,95 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 57 465 | 0,31 | 2 808 | −5,65 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 208 483 | 4,93 | 10 310 | 13,27 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 4 605 | 0,35 | 225 | −5,88 | ||||
| 2025-08-13 | 13F | McGowan Group Asset Management, Inc. | 15 237 | 0,03 | 744 | −5,94 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 153 264 | 53,40 | 7 488 | 44,28 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 21 126 | 27,06 | 1 032 | 19,58 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 30 132 | 1,72 | 1 472 | −4,29 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 13 654 | 48,41 | 667 | 39,83 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 7 549 227 | 3,05 | 368 855 | −3,06 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 63 457 | 9,66 | 3 101 | 3,16 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 5 134 | 251 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 634 868 | 19,16 | 79 886 | 12,08 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 19 098 | 22,53 | 1 | |||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 76 651 | 3 745 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 565 212 | 4,92 | 28 | 0,00 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 80 511 | 373,18 | 3 934 | 345,41 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 253 365 | 7,54 | 12 379 | 1,17 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 11 287 | 2,55 | 551 | −3,50 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 15 437 | 75,64 | 754 | 65,35 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 6 912 | 18,93 | 338 | 11,96 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 4 178 | 2,00 | 204 | −3,77 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 137 | 7 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 90 930 | 91,49 | 4 443 | 80,13 | ||||
| 2025-08-08 | 13F | Thompson Davis & Co., Inc. | 4 980 | 243 | ||||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 127 604 | 94,21 | 6 235 | 82,71 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 431 900 | 113,07 | 21 103 | 100,44 | |||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8 390 | 0,10 | 412 | −0,72 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 8 246 | 0,04 | 403 | −6,07 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 15 506 | 0,53 | 1 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3 179 | 1,08 | 155 | −4,91 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 137 632 | 1,98 | 6 725 | −4,07 | ||||
| 2025-08-14 | 13F | Fmr Llc | 43 965 | 29,74 | 2 148 | 22,05 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 29 715 | 4,08 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 99 940 | 8,99 | 4 883 | 2,28 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 11 764 | 0,44 | 575 | −5,59 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 600 | 29 | ||||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 7 365 | 383 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 2 026 | 1,45 | 99 | −4,85 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 729 278 | 8,00 | 35 668 | 1,68 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 196 | 2,08 | 10 | 11,11 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 53 384 | 0,85 | 2 608 | −5,13 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 21 631 | 14,66 | 1 057 | 7,87 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 10 026 | 3,70 | 490 | −2,59 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 65 783 | 7,97 | 3 214 | 1,58 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 6 812 | 6,60 | 333 | 0,30 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 18 318 | 29,91 | 900 | 35,19 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 43 700 | 267,23 | 2 135 | 245,47 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 63 600 | 158,54 | 3 107 | 143,30 | |||
| 2025-07-16 | 13F | Castleview Partners, Llc | 5 791 | 6,73 | 283 | 0,36 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 9 168 | 0,42 | 448 | −5,70 | ||||
| 2025-08-05 | 13F | Bard Associates Inc | 11 554 | 4,81 | 565 | −1,40 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 6 868 | 2,11 | 336 | −4,01 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 24 258 | 0,12 | 1 185 | −5,80 | ||||
| 2025-08-07 | 13F | Nwam Llc | 38 585 | 50,04 | 1 922 | 43,90 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 57 266 | 2,08 | 2 798 | −3,95 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 42 598 | 4,27 | 2 081 | −1,89 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 30 669 | 249,54 | 1 498 | 229,23 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 378 | 15,60 | 18 | 12,50 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 400 | 20 | ||||||
| 2025-07-28 | 13F | 5th Street Advisors, LLC | 80 820 | 0,65 | 3 949 | −5,32 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 2 | 0 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 4 916 | 0,39 | 240 | −5,51 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 24 742 | 1,23 | 1 | 0,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 52 799 | 8,53 | 2 580 | 2,10 | ||||
| 2025-08-14 | 13F | Stansberry Asset Management, Llc | 190 187 | 125,02 | 9 293 | 111,71 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 960 485 | 2,62 | 46 929 | −3,47 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 88 793 | 4 338 | ||||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 29 433 | 12,89 | 1 438 | 6,20 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 23 181 | 1 133 | ||||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 3 207 | 8,45 | 157 | 1,96 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 50 768 | 63,29 | 2 481 | 53,66 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 21 000 | 90,32 | 1 026 | 79,06 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 118 344 | 10,99 | 5 782 | 4,41 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 18 178 | 0,75 | 888 | −5,23 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 28 116 | 4,50 | 1 374 | −1,72 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 9 858 | 2,06 | 482 | −3,99 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 531 882 | 0,26 | 25 988 | −5,69 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 17 261 | 45,39 | 843 | 36,85 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 6 254 | 0,50 | 306 | −5,57 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 856 674 | 60,44 | 41 857 | 50,93 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 14 526 | 1,09 | 710 | −4,96 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 11 253 | 4,03 | 550 | −2,14 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 18 816 | 921 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 284 919 | 182,34 | 13 921 | 165,62 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 22 576 | 2,82 | 1 103 | −3,25 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10 016 | 44,43 | 489 | 35,83 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 10 629 | 23,12 | 519 | 15,85 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 307 188 | 0,68 | 15 955 | −0,03 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 715 784 | 5,95 | 132 693 | −0,33 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 51 681 | 282,85 | 2 525 | 260,20 |
