Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Wise Origin Bitcoin Fund inkluderar Graham Capital Management, L.P., LMR Partners LLP, Marex Group plc, Winton Capital Group Ltd, Cantor Fitzgerald, L. P., Diversify Advisory Services, LLC, Gimbal Financial, Symphony Financial, Ltd. Co., Marex Group plc, Militia Capital Partners, LP, Staley Capital Advisers Inc, Spectrum Strategic Capital Management, LLC, Catalytic Wealth RIA, LLC, Objective Capital Management, LLC, WESCAP Management Group, Inc., Shay Capital LLC, BEAM Asset Management, LLC, RMB Capital Management, LLC, Northeast Financial Consultants Inc, och Financial Management Network Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 2 350 | 232 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 69 855 | 81,63 | 6 566 | 137,17 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 2 270 | 213 | ||||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 2 333 | 283,09 | 219 | 409,30 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 47 463 | 2,37 | 4 461 | 33,72 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 1 550 | 146 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 5 | 0 | ||||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 21 984 | 2 066 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7 747 | 4,08 | 728 | 36,07 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 2 300 | 216 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 4 315 | 4,53 | 406 | 36,36 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 3 105 | 292 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 89 | 8 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 3 500 | 204,35 | 329 | 300,00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 13 607 | 25,77 | 1 279 | 64,27 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 5 167 | 9,63 | 486 | 24,36 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 77 533 | 96,19 | 7 287 | 156,22 | ||||
| 2025-08-06 | 13F | Ovata Capital Management Ltd | 295 558 | 27 731 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 86 634 | 2,64 | 8 143 | 34,05 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 112 293 | 39,37 | 10 554 | 82,03 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 569 593 | 7,61 | 53 536 | 40,54 | ||||
| 2025-08-11 | 13F | Gr Financial Group, Llc | 13 157 | 50,99 | 1 237 | 97,13 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 2 905 | 292 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 34 192 | 430,77 | 3 214 | 593,95 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 17 705 | 134,81 | 1 664 | 207,01 | ||||
| 2025-08-08 | 13F | Creative Planning | 123 543 | 3,50 | 11 612 | 35,17 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 2 694 | 253 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 4 229 | 0,28 | 398 | 31,02 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 1 000 | 94 | ||||||
| 2025-08-01 | 13F | United Capital Management of KS, Inc. | 567 460 | 0,04 | 53 336 | 30,65 | ||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 2 685 | 277 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 4 404 | 1,80 | 414 | 32,80 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 12 546 | 3,44 | 1 179 | 35,21 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 16 749 | 14,76 | 1 574 | 49,90 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 2 219 | 209 | ||||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 6 820 | 21,14 | 641 | 58,27 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 61 837 | 1 850,69 | 4 450 | 1 624,81 | ||||
| 2025-08-11 | 13F | Rpo Llc | 49 757 | 52,64 | 4 677 | 99,32 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 3 122 | 2,39 | 293 | 33,79 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 135 944 | 91,55 | 12 777 | 150,19 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 39 558 | 42,49 | 3 718 | 86,09 | ||||
| 2025-07-17 | 13F | Spectrum Strategic Capital Management, LLC | 24 853 | 2 336 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 49 801 | 216,58 | 4 681 | 313,43 | ||||
| 2025-08-14 | 13F | Clg Llc | 7 044 | 75,18 | 662 | 129,07 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6 954 | 9,77 | 654 | 43,52 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 9 875 | 4,71 | 928 | 36,87 | ||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 4 499 | 2,93 | 423 | 34,39 | ||||
| 2025-08-14 | 13F | Schonfeld Strategic Advisors LLC | 4 657 966 | 11,24 | 437 802 | 45,28 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1 481 | 182,63 | 139 | 275,68 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 91 338 | 15,30 | 9 | 60,00 | ||||
| 2025-08-14 | 13F | ParaFi Capital LP | 1 090 000 | 86,32 | 102 449 | 143,34 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 11 823 | 22,51 | 1 111 | 60,09 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 135 400 | 2,41 | 12 726 | 33,75 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 10 148 | 0,22 | 954 | 30,91 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 3 194 | 300 | ||||||
| 2025-08-12 | 13F | Associated Banc-corp | 8 227 | 3,59 | 773 | 35,38 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5 375 | 52,79 | 505 | 96,50 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 10 | 1 | ||||||
| 2025-07-23 | 13F | Regency Capital Management Inc.\DE | 2 560 | 241 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 46 711 | 17,78 | 4 763 | 44,20 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 3 303 | 310 | ||||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 125 315 | 95,25 | 11 778 | 154,99 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1 483 | 3,71 | 139 | 36,27 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 4 022 | 3,02 | 378 | 34,64 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4 516 | 7,65 | 424 | 40,86 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 8 813 | 37,83 | 828 | 80,00 | ||||
| 2025-08-11 | 13F | Promethium Advisors,llc | 33 342 | 9,26 | 3 134 | 42,67 | ||||
| 2025-08-14 | 13F | Harber Asset Management Llc | 8 970 | 843 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3 839 | 13,24 | 361 | 48,15 | ||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 50 000 | 4 700 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 11 470 | 39,11 | 1 078 | 81,79 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 6 079 | 16,63 | 571 | 52,27 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 5 000 | 470 | ||||||
| 2025-08-14 | 13F | Winton Capital Group Ltd | 338 027 | 31 771 | ||||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 21 165 | 27,25 | 1 989 | 66,17 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 8 940 | 36,28 | 840 | 77,97 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 294 | 0 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 33 243 | 12,88 | 3 125 | 47,43 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 10 271 | 3 850,38 | 965 | 5 261,11 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 8 478 | 65,20 | 797 | 115,72 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 332 615 | 45,18 | 31 262 | 89,60 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 10 245 | 14,49 | 963 | 49,61 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 9 832 | 3,57 | 924 | 35,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 15 734 | 2,39 | 1 479 | 33,63 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 478 | 120,28 | 45 | 193,33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 392 300 | 513,93 | 36 872 | 701,91 | |||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 5 057 | 1,10 | 475 | 32,31 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 589 | 45,79 | 55 | 89,66 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 29 699 | 42,33 | 2 791 | 85,94 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 2 270 | 213 | ||||||
| 2025-08-07 | 13F | M. Kulyk & Associates, LLC | 11 886 | 8,86 | 1 117 | 42,29 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 53 759 | 47,64 | 5 053 | 92,82 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 19 553 | 18,40 | 1 838 | 54,63 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 2 341 | 220 | ||||||
| 2025-07-17 | 13F | Greenleaf Trust | 3 093 | 291 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 3 561 | 0,03 | 372 | 25,34 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 6 452 | 31,11 | 606 | 71,19 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 390 010 | 36 657 | ||||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 20 801 | 0,54 | 1 955 | 31,38 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 39 683 | 6,17 | 3 730 | 38,62 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 562 | 0,54 | 53 | 30,00 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 3 740 | 352 | ||||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 18 851 | 2,02 | 1 772 | 33,26 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 3 797 | 0,58 | 357 | 31,37 | ||||
| 2025-08-14 | 13F | Cantor Fitzgerald, L. P. | 1 292 951 | 15 351,14 | 121 524 | 20 086,71 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1 445 | 16,34 | 104 | 1,98 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 2 704 | 254 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 3 270 | 3,15 | 307 | 34,65 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 4 062 | 178,41 | 382 | 262,86 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 67 557 | 20,50 | 6 350 | 57,39 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 2 311 | 217 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 4 700 | 46,14 | 442 | 90,91 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 32 718 | 0,49 | 3 075 | 31,24 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 15 801 | 2,17 | 1 485 | 33,42 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 3 227 | 14,23 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 6 147 | 3,02 | 578 | 34,50 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 60 977 | 2,14 | 5 731 | 33,40 | ||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 7 478 | 703 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 2 403 | 226 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 82 681 | 7,06 | 7 771 | 39,82 | ||||
| 2025-08-07 | 13F | Commerce Bank | 3 471 | 19,28 | 326 | 55,98 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 65 000 | 6 109 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 2 744 | 258 | ||||||
| 2025-08-11 | 13F | Buckley Wealth Management, LLC | 2 610 | 245 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 43 531 | 17,63 | 4 | 100,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 73 534 | 19,76 | 7 | 50,00 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 63 406 | 26,57 | 6 621 | 48,66 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 350 | 8,36 | 33 | 39,13 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3 801 | 357 | ||||||
| 2025-08-26 | NP | BTGD - STKD Bitcoin & Gold ETF | 8 650 | 340,20 | 813 | 476,60 | ||||
| 2025-08-13 | 13F | Hbk Investments L P | 780 164 | 77,04 | 73 328 | 131,21 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 24 439 | 1,41 | 2 297 | 32,47 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 24 156 | 2 270 | ||||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 3 099 | 291 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 88 | 266,67 | 8 | 700,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6 012 | 11,19 | 565 | 45,24 | ||||
| 2025-07-30 | 13F | CMG Global Holdings, LLC | 38 973 | 7,99 | 4 017 | 36,14 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 12 822 | 73,93 | 1 205 | 127,36 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 6 219 | 6,29 | 585 | 38,72 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 1 633 | 6,87 | 153 | 40,37 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 2 217 | 208 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 7 840 | 0,54 | 737 | 31,19 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 40 980 | 3 852 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 2 675 | 251 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 150 414 | 6,81 | 14 137 | 39,50 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 4 708 | 10,05 | 443 | 43,97 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 9 135 | 63,27 | 859 | 88,16 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 217 558 | 19,53 | 20 448 | 56,10 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 10 | 1 | ||||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 14 857 | 6,37 | 1 396 | 38,91 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 2 580 | 242 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 12 210 | 0,44 | 1 148 | 31,24 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 18 265 | 277,69 | 1 717 | 393,10 | ||||
| 2025-08-12 | 13F | Trans-Canada Capital Inc. | 772 842 | 58,91 | 72 639 | 107,53 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 13 548 | 1 273 | ||||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 1 230 | 11,82 | 116 | 45,57 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 13 317 | 39,08 | 1 252 | 81,57 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 47 | 42,42 | 4 | 100,00 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 3 180 | 299 | ||||||
| 2025-08-14 | 13F | Millennium Management Llc | 7 032 206 | 1,10 | 660 957 | 32,03 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 12 496 | 0,74 | 1 174 | 31,61 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 17 997 | 13,32 | 1 692 | 48,07 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 4 255 | 3,65 | 400 | 35,25 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 21 937 | 48,01 | 2 062 | 93,34 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 10 254 | 7,46 | 1 047 | 49,43 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8 173 | 65,31 | 768 | 116,34 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 10 506 | 18,77 | 987 | 55,19 | ||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 9 901 | 12,79 | 982 | 55,47 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 2 612 | 246 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 956 | 184 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 6 705 | 5,91 | 1 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4 523 | 425 | ||||||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 69 300 | 788,46 | 6 514 | 1 060,96 | |||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 2 211 | 208 | ||||||
| 2025-08-13 | 13F | Walleye Trading LLC | 6 450 | 606 | ||||||
| 2025-08-14 | 13F | Toroso Investments, LLC | Call | 93 | 1 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 383 065 | 5,81 | 36 004 | 38,19 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 4 186 | 14,18 | 393 | 49,43 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 22 | 2 | ||||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 3 068 | 0 | ||||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 7 100 | 17,36 | 667 | 53,33 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 9 817 | 6,02 | 923 | 38,44 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 3 106 | 292 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 25 825 | 0,17 | 2 427 | 30,84 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 3 312 | 309 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 349 199 | 11,28 | 32 821 | 45,33 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 43 714 | 1,87 | 4 109 | 33,03 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 166 525 | 15 652 | ||||||
| 2025-08-14 | 13F | Logan Stone Capital, LLC | 21 700 | 2 040 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 29 457 | 14,57 | 2 769 | 49,62 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 13 262 | 5,40 | 1 246 | 37,68 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7 147 | 38,27 | 672 | 77,51 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 3 361 | 0,75 | 316 | 31,25 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 21 433 | 59,20 | 2 014 | 108,06 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 14 193 | 0,62 | 1 406 | 38,42 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2 764 | 260 | ||||||
| 2025-07-15 | 13F | Wealth Effects Llc | 4 910 | 0,51 | 461 | 31,34 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 188 113 | 1,83 | 17 681 | 32,98 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 4 277 | 402 | ||||||
| 2025-07-31 | 13F | CNB Bank | 68 | 6 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 4 945 | 0 | ||||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 8 167 | 11,62 | 1 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 90 931 | 7,97 | 8 547 | 41,02 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 2 182 | 222 | ||||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 2 857 | 269 | ||||||
| 2025-07-10 | 13F | Arkfeld Wealth Strategies, L.L.C. | 3 120 | 294 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 379 | 13,13 | 130 | 48,28 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 9 045 | 61,06 | 850 | 110,40 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 2 708 | 255 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 14 270 | 0,02 | 1 | 0,00 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 143 260 | 4,09 | 13 465 | 35,94 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 5 839 | 2,04 | 549 | 33,33 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 23 436 | 2 203 | ||||||
| 2025-08-19 | 13F | Marex Group plc | 114 882 | 10 798 | ||||||
| 2025-08-19 | 13F | Marex Group plc | Call | 400 000 | 37 596 | |||||
| 2025-07-25 | NP | CRPT - First Trust SkyBridge Crypto Industry and Digital Economy ETF This fund is a listed as child fund of First Trust Advisors Lp 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 | 59 005 | 13,28 | 5 392 | 40,83 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 11 651 | 311,41 | 950 | 367,98 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 3 326 | 15,25 | 313 | 50,72 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 286 | 4,00 | 27 | 36,84 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 4 712 | 443 | ||||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 17 896 | 9,74 | 1 682 | 43,39 | ||||
| 2025-08-14 | 13F | Symmetry Peak Management Llc | 7 020 | 660 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 15 275 | 43,32 | 1 436 | 87,09 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 4 590 | 60,49 | 431 | 110,24 | ||||
| 2025-08-11 | 13F | Rahlfs Capital, Llc | 11 860 | 2,77 | 1 115 | 34,22 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 5 551 | 518 | ||||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 151 341 | 14 225 | ||||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 3 002 | 308 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 99 800 | 40,17 | 9 309 | 78,81 | |||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 3 000 | 280 | |||||
| 2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 4 888 | 1,66 | 459 | 32,66 | ||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 2 628 | 247 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 6 240 | 1,02 | 586 | 31,98 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 9 730 | 929 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 5 | 0 | ||||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 40 191 | 19,77 | 3 977 | 58,85 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 9 833 | 2,43 | 924 | 33,91 | ||||
| 2025-07-17 | 13F | Financial Designs Corp | 27 328 | 3,35 | 2 569 | 34,94 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 2 311 | 217 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 6 912 | 1,39 | 650 | 32,45 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 9 853 | 0,61 | 1 016 | 54,88 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 2 865 | 269 | ||||||
| 2025-08-14 | 13F | Graham Capital Management, L.P. | Put | 1 075 400 | 101 077 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 8 817 | 8,66 | 829 | 42,02 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 2 470 | 232 | ||||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 2 363 | 222 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33 816 | 0,37 | 3 178 | 31,11 | ||||
| 2025-08-14 | 13F | Militia Capital Partners, LP | 72 700 | 6 833 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 24 | 2 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 7 664 | 0,39 | 720 | 31,15 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 15 346 | 0,97 | 1 442 | 31,93 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 34 846 | 51,91 | 3 275 | 98,48 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 34 795 | 11,15 | 3 270 | 45,14 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 16 | 45,45 | 2 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 30 978 | 19,96 | 2 912 | 38,22 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 4 613 277 | 69,21 | 433 602 | 120,98 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 80 141 | 0,08 | 7 532 | 30,72 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 14 592 | 16,29 | 1 372 | 51,83 | ||||
| 2025-07-24 | 13F | Stiles Financial Services Inc | 3 034 | 285 | ||||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 14 736 | 2,31 | 1 385 | 16,00 | ||||
| 2025-08-14 | 13F | Cantor Fitzgerald, L. P. | Put | 224 900 | 21 138 | |||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 26 500 | 29,27 | 2 491 | 68,81 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 10 | 1 | ||||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 3 183 | 299 | ||||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 2 559 | 241 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 24 100 | 348,54 | 1 734 | 295,89 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 27 340 | 2 570 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 6 087 | 28,17 | 572 | 67,74 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 7 911 | 7,37 | 744 | 40,19 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 14 306 | 74,89 | 1 345 | 128,57 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 57 905 | 4,22 | 5 442 | 36,12 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 7 847 | 12,91 | 738 | 47,40 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 2 360 | 222 | ||||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 1 201 | 45,93 | 113 | 89,83 | ||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 32 060 | 20,59 | 3 013 | 57,50 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 2 521 | 22,80 | 237 | 60,54 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 174 | 17,57 | 16 | 60,00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 12 173 | 5,80 | 1 144 | 38,16 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 2 453 | 231 | ||||||
| 2025-07-18 | 13F | Citrine Capital LLC | 89 779 | 11,55 | 8 438 | 45,68 | ||||
| 2025-07-17 | 13F | Invesco, Llc | 3 083 | 290 | ||||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 40 365 | 4,54 | 3 794 | 36,54 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 53 411 | 2,37 | 5 020 | 33,69 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 84 994 | 17,97 | 8 656 | 66,92 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 2 220 | 209 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 629 | 6,76 | 435 | 39,42 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 96 010 | 0,80 | 9 | 50,00 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 2 781 | 261 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 421 200 | 252,76 | 39 589 | 360,70 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 121 037 | 9,01 | 11 376 | 42,36 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 189 000 | 34,33 | 17 764 | 75,43 | |||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 2 379 | 224 | ||||||
| 2025-08-14 | 13F | Shay Capital LLC | Call | 20 000 | 1 880 | |||||
| 2025-08-11 | 13F | Platform Technology Partners | 2 443 | 230 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 9 464 | 52,03 | 890 | 98,44 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 3 111 | 292 | ||||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 18 377 | 162,15 | 2 | |||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 92 | 130,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 32 392 | 34,15 | 3 045 | 75,24 | ||||
| 2025-08-14 | 13F | Hunting Hill Global Capital, LLC | 129 326 | 12 155 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 359 | 79,50 | 34 | 135,71 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 251 | 0 | ||||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 9 300 | 220,69 | 874 | 320,19 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 4 839 | 3,55 | 455 | 35,12 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 7 349 | 21,49 | 718 | 61,85 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 3 154 | 296 | ||||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 15 555 | 9,84 | 1 462 | 43,47 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 332 | 8,85 | 31 | 47,62 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 2 340 | 220 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 26 404 | 0,40 | 2 482 | 31,13 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 145 | 14 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 41 295 | 0,52 | 3 881 | 31,29 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 2 141 | 201 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 21 155 | 3,78 | 1 988 | 35,51 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 5 804 | 71,87 | 546 | 92,58 | ||||
| 2025-08-13 | 13F | Cutler Capital Management, LLC | 2 555 | 240 | ||||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 2 500 | 235 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 24 770 | 1,41 | 2 328 | 32,50 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 41 539 | 51,09 | 3 904 | 97,37 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 12 500 | 25,00 | 1 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 21 457 | 2,02 | 2 203 | 45,54 | ||||
| 2025-08-29 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 40 869 | 3 841 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 697 | 95,96 | 160 | 156,45 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 751 | 24,75 | 71 | 62,79 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 11 539 | 13,37 | 1 085 | 48,09 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 43 801 | 33,94 | 4 117 | 74,93 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 4 023 | 378 | ||||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | 271 720 | 25 539 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 6 564 | 617 | ||||||
| 2025-08-14 | 13F | PYA Waltman Capital, LLC | 52 688 | 4,90 | 4 952 | 37,02 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 18 968 | 3,27 | 1 783 | 34,90 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 4 285 | 6,20 | 403 | 38,62 | ||||
| 2025-07-18 | 13F | Vicus Capital | 5 350 | 503 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 7 350 | 0,29 | 691 | 30,93 | ||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 4 511 | 4,76 | 424 | 36,89 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 674 | 19,29 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 105 472 | 0,19 | 10 067 | 32,88 | ||||
| 2025-08-14 | 13F | Alamea Verwaltungs GmbH | 117 771 | 24,80 | 11 069 | 63,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 77 380 | 1,46 | 7 273 | 32,51 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 39 578 | 292,21 | 3 720 | 412,26 | ||||
| 2025-07-30 | 13F | Alan B. Lancz & Associates, Inc. | 2 750 | 258 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 53 781 | 617,85 | 5 055 | 810,63 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 21 359 | 1,15 | 2 008 | 32,13 | ||||
| 2025-08-04 | 13F | Canton Hathaway, LLC | 650 | 4,00 | 0 | |||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 3 049 | 287 | ||||||
| 2025-07-15 | 13F | Am Investment Strategies Llc | 54 947 | 21,52 | 5 | 66,67 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 38 551 | 0,03 | 3 623 | 30,65 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 83 855 | 44,25 | 7 882 | 88,41 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 24 193 | 77,25 | 2 274 | 131,47 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 2 555 | 240 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 4 481 | 27,99 | 421 | 67,73 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 6 524 | 21,31 | 613 | 58,40 | ||||
| 2025-08-28 | NP | BLOK - Amplify Transformational Data Sharing ETF | 198 090 | 10,02 | 18 618 | 43,68 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 6 669 | 24,91 | 627 | 63,02 | ||||
| 2025-07-29 | 13F | Vista Finance, Llc | 6 131 | 77,66 | 576 | 132,26 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 3 456 | 2,10 | 325 | 33,33 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 8 780 | 0,02 | 825 | 30,74 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 3 891 | 366 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 8 109 | 27,02 | 762 | 66,01 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 579 | 57 800,00 | 54 | 14,89 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 62 118 | 105,53 | 6 | 150,00 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 3 854 | 11,58 | 362 | 45,97 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 29 783 | 2,49 | 2 799 | 33,86 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 73 892 | 2,98 | 6 945 | 34,49 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 14 888 | 1 399 | ||||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 147 | 539,13 | 14 | 1 200,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8 997 | 60,32 | 846 | 109,68 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 8 956 | 6,18 | 842 | 38,55 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 51 911 | 43,46 | 4 879 | 87,37 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 36 298 | 20,14 | 3 412 | 56,90 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 616 | 58 | ||||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 10 106 | 7,02 | 950 | 39,76 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 17 252 | 0,26 | 1 242 | −11,55 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 5 719 | 7,72 | 538 | 40,58 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 12 955 | 10,54 | 1 218 | 44,37 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 28 668 | 1,64 | 2 695 | 32,77 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 61 | 6 | ||||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 2 108 | 15,07 | 198 | 51,15 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 5 659 | 532 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 10 | 1 | ||||||
| 2025-08-13 | 13F | Kaleidoscope Capital Lp | 256 813 | 81,73 | 24 138 | 137,34 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 2 272 | 214 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 7 232 | 5,50 | 680 | 37,73 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 80 | 29,51 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 4 325 | 20,98 | 311 | 6,87 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 9 458 | 2,23 | 889 | 33,53 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 563 669 | 8,07 | 52 979 | 41,13 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2 130 | 6,55 | 200 | 39,86 | ||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 28 947 | 2 721 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 12 655 | 63,40 | 1 189 | 113,46 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 19 709 | 3,03 | 1 852 | 34,59 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 2 283 | 215 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 12 666 | 88,34 | 1 191 | 146,38 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 213 854 | 22 331 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 235 828 | 8,88 | 22 | 46,67 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 28 390 | 33,25 | 2 668 | 74,04 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 2 418 | 227 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 106 635 | 3,60 | 10 023 | 35,30 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 77 901 | 49,55 | 7 322 | 95,33 | ||||
| 2025-08-14 | 13F | LMR Partners LLP | Put | 650 000 | 61 094 | |||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 9 874 | 928 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 19 770 | 3,19 | 1 858 | 34,83 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1 425 | 1,35 | 134 | 31,68 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 10 281 | 20,84 | 1 060 | 55,96 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 2 375 | 223 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 9 407 | 17,94 | 884 | 54,01 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 2 545 | 239 | ||||||
| 2025-08-12 | 13F | Sky-mountain Capital Management, Inc. | 177 153 | 6,12 | 18 185 | 51,36 | ||||
| 2025-08-11 | 13F | O'Neil Global Advisors, Inc. | 312 400 | 2 399,20 | 29 | |||||
| 2025-08-15 | 13F | Courage Capital Management Llc | 155 615 | 91,36 | 15 | 180,00 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 3 464 | 24,07 | 326 | 62,50 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 23 418 | 66,68 | 2 201 | 117,71 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 4 657 | 9,58 | 438 | 43,28 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 4 395 | 2,93 | 447 | 25,63 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 11 656 | 2,28 | 1 096 | 33,54 |
