Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares National Muni Bond ETF inkluderar Polar Asset Management Partners Inc., Jump Financial, LLC, Heritage Wealth Management, Inc./Texas, Wells Fargo & Company/mn, Prairieview Wealth Partners, Llc, Group One Trading, L.p., San Luis Wealth Advisors LLC, 21 West Wealth Management LLC, North Dallas Bank & Trust Co, Midwest Trust Co, Austin Wealth Management, LLC, Topsail Wealth Management, LLC, Blueprint Financial Advisors LLC, Ahl Investment Management, Inc., Precision Wealth Strategies, LLC, MY Wealth Management Inc., Forefront Analytics, LLC, Cranbrook Wealth Management, LLC, Foronjy Financial Llc, och Gibbs 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 68 120 | 5,94 | 7 117 | 4,99 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 212 628 | 7,60 | 22 215 | 6,62 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 18 187 | 3,34 | 1 885 | 3,86 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 3 972 | 1,48 | 415 | 0,49 | ||||
| 2025-08-27 | NP | ACEFX - Absolute Strategies Fund Institutional Shares | Short | −5 500 | −575 | |||||
| 2025-07-18 | 13F | BSW Wealth Partners | 74 868 | 193,88 | 7 822 | 191,21 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 647 797 | 1,06 | 67 682 | 0,14 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 48 853 | 2,00 | 5 104 | 1,07 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 320 | 33 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 1 977 | 207 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 2 553 | 267 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 20 052 | 0,14 | 2 095 | −0,81 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 2 877 | 301 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 22 884 | 62,17 | 2 391 | 60,73 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 3 726 | 105,74 | 389 | 104,74 | ||||
| 2025-07-29 | NP | WAVLX - Wavelength Interest Rate Neutral Fund | 31 296 | 12,19 | 3 250 | 8,23 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 123 778 | 12 932 | ||||||
| 2025-08-14 | 13F | LMR Partners LLP | Call | 500 000 | 52 240 | |||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 2 848 | 19,46 | 298 | 18,33 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 21 135 | 0,59 | 2 208 | −0,32 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 103 570 | 22,33 | 10 821 | 21,22 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 71 | 7 | ||||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 66 707 | 1,01 | 6 970 | 0,09 | ||||
| 2025-08-14 | 13F | LMR Partners LLP | 1 774 400 | 2 118,00 | 185 389 | 2 097,85 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 22 404 | 2 341 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 13 712 | 239,24 | 1 433 | 236,15 | ||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 17 046 | 1,34 | 1 781 | 0,45 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 58 013 | 6 061 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 171 467 | 5,66 | 17 915 | 4,70 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 457 | 17,18 | 48 | 14,63 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 364 637 | 16,32 | 38 097 | 15,26 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 3 033 | 317 | ||||||
| 2025-07-07 | 13F | Trust Co | 207 451 | 34,47 | 21 674 | 33,25 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 0 | 0 | ||||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 5 443 | 1,85 | 569 | 0,89 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 12 038 | 18,71 | 1 258 | 17,59 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 28 774 | 22,01 | 3 006 | 20,92 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 2 324 | 0 | ||||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 85 060 | 188,26 | 9 | 166,67 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 22 409 | 2,35 | 2 341 | 1,43 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 243 903 | 182,29 | 25 483 | 179,71 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 9 798 | 83,93 | 1 024 | 82,35 | ||||
| 2025-07-30 | 13F | Durante & Waters, Llc | 36 922 | 4,82 | 3 858 | 3,88 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 26 638 | 0,00 | 2 809 | −1,06 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 345 800 | 11,69 | 36 129 | 10,68 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 98 993 | 10 343 | ||||||
| 2025-08-13 | 13F | Jump Financial, LLC | 200 000 | 20 896 | ||||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 40 550 | 16,83 | 4 276 | 15,60 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1 113 045 | 116 | ||||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 6 423 | 73,88 | 671 | 72,49 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 2 479 | 259 | ||||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 21 301 | 30,61 | 2 226 | 29,44 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 3 347 | 0,63 | 350 | −0,29 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 3 750 | 392 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 15 229 | 5,62 | 1 591 | 4,67 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 9 048 | 945 | ||||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 33 275 | 3 477 | ||||||
| 2025-08-11 | 13F | First American Trust, Fsb | 45 484 | 4,07 | 4 752 | 3,13 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 89 115 | 235,75 | 9 311 | 229,21 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 2 792 238 | 2,50 | 291 733 | 1,57 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 28 063 | 2 932 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 41 802 | 1,81 | 4 368 | 0,88 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 122 736 | 48,19 | 12 823 | 46,85 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 13 663 | 2,85 | 1 427 | 1,93 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 344 020 | 16,50 | 35 943 | 15,44 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 5 883 | 2,87 | 615 | 1,82 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 6 873 | 718 | ||||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 6 848 | 0,29 | 715 | −0,56 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 17 433 | 33,05 | 1 815 | 32,89 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 49 050 | 8,04 | 5 125 | 7,06 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 460 | 0,66 | 48 | 0,00 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 2 700 | 282 | ||||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 250 000 | 26 120 | ||||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 134 427 | 3,48 | 14 045 | 2,54 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 11 919 | 13,01 | 1 245 | 11,96 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 9 727 | 11,86 | 1 016 | 10,92 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 17 746 | 1 854 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 34 034 | 8,03 | 3 556 | 7,05 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 4 312 | 38,03 | 455 | 36,75 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 4 714 | 7,31 | 497 | 6,20 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 2 937 | 307 | ||||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 3 193 | 334 | ||||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 208 214 | 4,38 | 21 754 | 3,43 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 2 941 | 9,05 | 307 | 8,10 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 161 813 | 3,45 | 16 906 | 2,51 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 235 | 25 | ||||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 13 778 | 486,05 | 1 440 | 482,59 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 6 875 | 718 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 220 717 | 8,30 | 23 061 | 7,32 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 170 253 | 22,78 | 17 788 | 21,67 | ||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 9 960 | 1 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 9 580 | 32,45 | 1 001 | 31,23 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 29 116 | 16,39 | 3 | 50,00 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 5 446 | 569 | ||||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 25 932 | 2 709 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 761 845 | 3,30 | 79 438 | 2,15 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 9 193 | 5,67 | 961 | 4,69 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 62 915 | 101,09 | 6 573 | 99,30 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1 508 | 1,55 | 158 | 0,64 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 7 132 | 57,09 | 745 | 55,86 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 11 519 | 0,16 | 1 203 | −0,74 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 3 552 | 0,68 | 371 | −0,27 | ||||
| 2025-08-07 | 13F | Nwam Llc | 15 806 | 29,66 | 1 638 | 27,39 | ||||
| 2025-08-15 | 13F | Hayek Kallen Investment Management | 2 800 | 0 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 30 693 | 7,63 | 3 207 | 6,65 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 3 414 | 5,89 | 357 | 5,01 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 957 609 | 7,56 | 205 | 6,81 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 23 639 | 6,60 | 2 470 | 7,91 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 6 862 | 1,61 | 717 | 0,56 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 29 859 | 50,32 | 3 120 | 48,95 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 65 430 | 11,23 | 6 836 | 10,22 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 55 360 | 15,86 | 5 784 | 14,81 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 42 033 | 1 443,63 | 4 392 | 1 429,97 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 3 433 | 359 | ||||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 28 070 | 35,04 | 2 933 | 33,82 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 6 028 | 6,97 | 630 | 5,89 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 12 318 | 213,12 | 1 287 | 210,87 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 177 128 | 35,73 | 19 | 38,46 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 738 | 0,82 | 77 | 0,00 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 354 160 | 11,44 | 37 003 | 10,42 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 2 287 | 239 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 113 | 0,89 | 12 | 0,00 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 41 851 | 13,06 | 4 358 | 13,64 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 34 673 | 9,86 | 3 623 | 8,87 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2 | 0 | ||||||
| 2025-07-29 | 13F | Aspiriant, Llc | 340 459 | 97,44 | 35 571 | 95,65 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 306 696 | 8 381,64 | 32 044 | 8 310,24 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 2 773 | 290 | ||||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 11 910 | 9,01 | 1 244 | 7,99 | ||||
| 2025-07-09 | 13F | Blodgett Wealth Advisors, Llc | 2 739 | 286 | ||||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 8 262 | 46,15 | 863 | 43,36 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 196 403 | 59,71 | 20 520 | 58,26 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 4 998 | 3,29 | 522 | 2,35 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 2 786 | 291 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 30 597 | 2,25 | 3 197 | 1,30 | ||||
| 2025-07-17 | 13F | Eagle Wealth Strategies Llc | 32 528 | 3 399 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 379 414 | 12,69 | 39 641 | 13,33 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 51 | 27,50 | 5 | 25,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 817 151 | 21,78 | 85 376 | 20,67 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 8 278 | 68,18 | 865 | 66,80 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 68 218 | 11,41 | 7 127 | 10,39 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 8 010 | 10,33 | 837 | 9,28 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 7 823 | 8,01 | 817 | 7,08 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1 304 995 | 0,83 | 136 346 | −0,09 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 16 020 | 80,79 | 1 674 | 79,12 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 47 761 | 43,39 | 4 990 | 42,12 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 68 302 | 14,86 | 7 136 | 13,81 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 11 693 | 0,49 | 1 222 | −0,41 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 7 919 | 6,97 | 827 | 6,03 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 118 578 | 9,75 | 12 389 | 8,75 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 94 419 | 3,38 | 9 834 | 2,15 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 42 602 | 0,29 | 4 451 | −0,60 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 128 528 | 5,58 | 13 | 8,33 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 23 425 | 431,30 | 2 447 | 427,37 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 2 692 | 6,40 | 281 | 5,64 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 2 823 | 30,15 | 295 | 28,95 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 14 980 | 1,67 | 1 565 | 0,77 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 86 701 | 132,91 | 9 059 | 130,78 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 26 424 | 0,05 | 2 761 | −0,86 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 544 110 | 2,88 | 57 | 1,82 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 14 190 | 131,11 | 1 483 | 130,48 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 388 999 | 72,26 | 40 643 | 70,69 | ||||
| 2025-07-24 | 13F | Lindenwold Advisors | 97 160 | 3,22 | 10 151 | 2,29 | ||||
| 2025-07-21 | 13F | Gray Private Wealth, LLC | 11 884 | 20,61 | 1 242 | 19,56 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 37 825 | 16,50 | 3 952 | 15,43 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 96 | 10 | ||||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 4 842 | 1,59 | 506 | 0,60 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 16 431 | 9,83 | 1 717 | 8,81 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 38 184 | 11,56 | 3 989 | 10,56 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 6 787 | 96,44 | 709 | 94,78 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 12 101 | 38,63 | 1 261 | 36,96 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 43 708 | 388,03 | 4 567 | 383,69 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 23 242 | 41,76 | 2 428 | 40,51 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 30 | 3,45 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | City Of London Investment Management Co Ltd | 145 388 | 95,53 | 15 190 | 93,75 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 232 865 | 25,52 | 24 330 | 23,08 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6 909 | 11,18 | 1 | |||||
| 2025-08-04 | 13F | AMG National Trust Bank | 193 558 | 3,08 | 20 223 | 2,14 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 10 821 | 7,66 | 1 131 | 6,70 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 30 029 | 30,07 | 3 137 | 28,88 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 1 935 | 202 | ||||||
| 2025-07-23 | 13F | Values Added Financial LLC | 7 880 | 24,11 | 823 | 23,02 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 10 318 | 1 078 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 18 234 426 | 41,05 | 1 905 133 | 39,76 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 7 069 | 735 | ||||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 7 872 | 7,34 | 822 | 6,34 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 135 969 | 4,45 | 14 206 | 3,50 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3 688 | 0,03 | 385 | −0,77 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 514 600 | 688,06 | 53 765 | 680,90 | |||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 54 428 | 40,48 | 5 687 | 39,19 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 20 995 | 3,72 | 2 194 | 2,76 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 1 407 700 | 2 876,11 | 147 076 | 2 849,19 | |||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 2 538 | 265 | ||||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 22 354 | 17,93 | 2 336 | 16,87 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 5 717 | 91,97 | 597 | 90,13 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 72 151 | 3,16 | 7 523 | 5,07 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 1 430 | 149 | ||||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 5 448 | 0,80 | 569 | 0,00 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 20 814 | 1,47 | 2 175 | 0,56 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 18 711 | 20,33 | 1 994 | 21,60 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7 528 127 | 5,17 | 786 539 | 4,21 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 19 740 | 22,76 | 2 | 100,00 | ||||
| 2025-08-13 | 13F | Centiva Capital, LP | Call | 2 800 000 | 600,00 | 292 544 | 593,63 | |||
| 2025-08-14 | 13F | Sequent Planning LLC | 3 277 | 38,56 | 342 | 37,35 | ||||
| 2025-08-13 | 13F | Garner Asset Management Corp | 2 100 | 219 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 1 258 721 | 8,70 | 131 511 | 7,71 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 3 627 | 49,94 | 379 | 48,24 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 729 999 | 8,70 | 180 750 | 7,71 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 137 365 | 32,83 | 14 352 | 31,62 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 26 235 | 83,09 | 2 741 | 81,52 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 579 963 | 0,97 | 60 595 | 0,05 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 3 350 | 1 240,00 | 350 | 1 246,15 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 1 550 | 3 129,17 | 162 | 3 120,00 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 2 572 | 269 | ||||||
| 2025-08-05 | 13F | Connable Office Inc | 16 005 | 208,68 | 1 672 | 206,23 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 9 547 | 20,48 | 997 | 19,40 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 1 954 | 204 | ||||||
| 2025-08-12 | 13F | FreeGulliver LLC | 3 400 | 17,28 | 355 | 16,39 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 9 204 | 38,97 | 962 | 37,68 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 7 231 | 7,43 | 755 | 6,49 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 12 282 | 9,92 | 1 283 | 6,74 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 6 708 | 2,95 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1 093 247 | 11 118,54 | 10 | −99,03 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 4 660 | 11,86 | 487 | 10,71 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 528 | 36,21 | 264 | 35,38 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 39 969 | 3,35 | 4 176 | 2,40 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 26 487 | 1,27 | 2 767 | 0,36 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 10 508 | 60,26 | 1 098 | 58,76 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 5 526 | 0,02 | 577 | −0,86 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 61 | 45,24 | 6 | 50,00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 11 812 | 6,82 | 1 234 | 5,92 | ||||
| 2025-07-23 | 13F | Rye Brook Capital LLC | 4 400 | 0 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 622 | 274 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 329 | 285,22 | 139 | 283,33 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 9 193 | 16,90 | 960 | 15,80 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 3 044 | 48,92 | 318 | 47,91 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 4 700 | 0,21 | 491 | −0,61 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 5 795 | 1,03 | 605 | 0,17 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 79 885 | 5,32 | 8 346 | 4,36 | ||||
| 2025-07-16 | 13F | Tenret Co LLC | 13 671 | 318,46 | 1 428 | 315,12 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 4 914 | 5,20 | 511 | 4,29 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 4 763 | 498 | ||||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 27 208 | 2,24 | 2 843 | 1,28 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 85 325 | 9,66 | 8 915 | 8,65 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 125 314 | 1,22 | 13 093 | 0,29 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 9 953 | 1 040 | ||||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | 1 | 0 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 3 788 | 0,08 | 396 | −1,00 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 9 266 | 0,17 | 968 | −0,72 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 273 566 | 16,27 | 28 582 | 15,22 | ||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 11 940 | 7,52 | 1 247 | 7,22 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 14 819 | 1 548 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 350 578 | 8,19 | 36 628 | 7,21 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 144 086 | 5,65 | 15 054 | 4,69 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Call | 2 800 | 293 | |||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 23 673 | 21,77 | 2 461 | 22,39 | ||||
| 2025-08-14 | 13F | Laird Norton Trust Company, Llc | 95 558 | 4,15 | 9 984 | 3,19 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 13 795 | 1 441 | ||||||
| 2025-08-14 | 13F | Dividend Asset Capital, Llc | 4 362 | 2,25 | 456 | 1,34 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 15 758 | 154,70 | 1 644 | 152,77 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 12 400 | 1 296 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 217 | 648,28 | 0 | |||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 11 450 | 1 196 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 112 | 11 100,00 | 12 | |||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 347 | 0,87 | 36 | 0,00 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 7 473 | 0,34 | 781 | −0,64 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 13 044 | 1 363 | ||||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 64 652 | 42,77 | 6 755 | 41,47 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 150 | 0 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 4 873 | 39,03 | 509 | 37,94 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 57 294 | 29,48 | 5 986 | 28,32 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 3 454 | 361 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 45 246 | 23,13 | 4 727 | 20,74 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 43 909 | 47,46 | 4 588 | 46,13 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 16 654 | 71,20 | 1 740 | 69,76 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 32 | 45,45 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 17 117 | 6,50 | 1 788 | 5,55 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 870 | 3,08 | 91 | 2,27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 10 574 675 | 6,43 | 1 104 842 | 5,46 | ||||
| 2025-07-10 | 13F | Ahl Investment Management, Inc. | 25 036 | 2 616 | ||||||
| 2025-08-22 | NP | FENCX - Fidelity SAI Enhanced Municipal Income Fund | 13 974 | 94,08 | 1 460 | 92,36 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 51 637 | 2,89 | 5 395 | 1,97 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Put | 1 200 | 125 | |||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 20 486 | 2 140 | ||||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 439 | 46 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 621 081 | 0,81 | 169 371 | −0,11 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 24 835 | 1,84 | 2 595 | 0,89 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 3 353 | 18,23 | 350 | 17,45 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 46 265 | 49,87 | 4 834 | 48,52 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 45 376 | 8,84 | 4 741 | 7,85 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1 119 485 | 27,82 | 116 281 | 27,66 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 8 753 | 1,05 | 915 | 0,11 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 19 333 | 4,77 | 2 020 | 3,80 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 342 | 27,14 | 36 | 25,00 | ||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 73 831 | 19,61 | 7 714 | 18,44 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 1 000 000 | 104 480 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 228 405 | 27,80 | 232 824 | 26,64 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 31 544 250 | 9,37 | 3 295 743 | 8,37 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 6 028 | 2,87 | 630 | 1,94 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 20 571 | 5,95 | 2 149 | 4,52 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 3 550 | 5,97 | 371 | 4,82 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 3 601 | 376 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 1 325 | 43,09 | 138 | 42,27 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 6 958 | 727 | ||||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 17 318 | 1 809 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 20 357 173 | 4,58 | 2 126 917 | 3,62 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 25 489 | 115,17 | 2 663 | 113,21 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 6 527 | 0,17 | 682 | 0,44 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 11 976 | 2,59 | 1 251 | 1,71 | ||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 3 194 | 334 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 39 144 | 28,25 | 4 090 | 27,07 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | −965 | 18,12 | −101 | 16,28 | |||
| 2025-07-30 | 13F | Brookstone Capital Management | 99 339 | 12,17 | 10 379 | 11,14 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 46 182 | 1,60 | 4 825 | 0,69 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 2 892 | 0,80 | 302 | 0,00 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 7 331 | 10,79 | 766 | 9,76 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 5 407 | 565 | ||||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 31 603 | 66,46 | 3 302 | 64,97 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 3 211 | 334 | ||||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 5 791 | 26,00 | 605 | 25,00 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 55 675 | 373,83 | 5 817 | 369,79 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 24 178 | 137,74 | 2 526 | 135,63 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 3 250 | 44,44 | 340 | 43,04 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 15 808 | 196,20 | 1 652 | 193,77 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 23 701 | 75,01 | 2 476 | 73,51 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 2 912 | 20,58 | 302 | 21,86 | ||||
| 2025-07-23 | 13F | Somnio Financial Group, LLC | 52 099 | 2,89 | 5 443 | 0,89 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 6 530 | 20,81 | 682 | 19,86 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 4 469 | 467 | ||||||
| 2025-07-18 | 13F | TPG Advisors LLC | 17 871 | 3,12 | 1 867 | 2,19 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 2 315 | 242 | ||||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 2 861 | 299 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 215 198 | 7,34 | 22 484 | 6,36 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 3 902 | 20,36 | 408 | 19,35 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 2 096 | 1,55 | 219 | 0,92 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 71 699 | 6,12 | 7 491 | 5,17 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 10 553 | 16,03 | 1 103 | 15,03 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 7 797 | 69,87 | 815 | 68,53 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 2 773 | 41,91 | 290 | 40,29 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 75 914 | 0,43 | 7 931 | −0,49 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 14 263 | 0,46 | 1 490 | −0,47 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 20 540 | 2,80 | 2 146 | 1,85 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 22 104 | 2,85 | 2 309 | 1,90 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 26 514 | 33,40 | 2 770 | 32,22 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 782 299 | 0,94 | 290 695 | 0,02 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 248 854 | 11,60 | 26 000 | 10,58 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 271 345 | 16,85 | 28 350 | 15,79 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 3 503 | 366 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 10 365 | 11,15 | 1 083 | 10,07 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 7 653 | 0,64 | 800 | −1,36 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 9 245 | 966 | ||||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 213 027 | 22 257 | ||||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 4 161 | 435 | ||||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 16 496 | 0,12 | 1 724 | −0,81 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 58 057 | 215,27 | 6 066 | 212,47 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 14 842 | 61,15 | 1 551 | 59,63 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 7 028 | 5,24 | 734 | 4,26 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1 159 | 882,20 | 121 | 908,33 | ||||
| 2025-07-03 | 13F | Stairway Partners, LLC | 158 373 | 1,48 | 16 547 | 0,55 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 270 715 | 92,77 | 28 284 | 91,02 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 406 700 | 156,11 | 42 492 | 153,79 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 350 300 | 164,78 | 36 599 | 162,38 | |||
| 2025-07-16 | 13F | Plancorp, LLC | 2 820 | 295 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 34 218 | 1,08 | 3 575 | 0,17 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 49 700 | 377,88 | 5 193 | 373,72 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 8 241 | 2,14 | 859 | 3,12 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 280 593 | 2,62 | 29 316 | 1,69 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 16 812 | 38,03 | 1 757 | 36,76 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 7 797 | 0,41 | 815 | −0,49 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 25 | 3 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 516 651 | 1,68 | 54 | 0,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5 645 | 36,68 | 590 | 35,40 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 147 350 | 16,51 | 15 395 | 15,45 | ||||
| 2025-07-17 | 13F | SWS Partners | 20 796 | 0,35 | 2 173 | −0,59 | ||||
| 2025-08-11 | 13F | Mosaic Advisors LLC | 2 334 | 244 | ||||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 571 | 6,53 | 60 | 5,36 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 7 126 | 25,97 | 745 | 24,83 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 18 608 | 84,37 | 1 944 | 82,71 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1 674 873 | 6,20 | 174 991 | 5,23 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 6 036 | 631 | ||||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 4 321 | 1,50 | 451 | 1,58 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 83 382 | 81,55 | 8 712 | 79,90 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 3 846 | 6,71 | 402 | 5,53 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 31 340 | 18,31 | 3 274 | 17,22 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 5 817 | 0,43 | 608 | −0,49 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 171 330 | 71,67 | 17 901 | 70,10 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 2 758 | 288 | ||||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 17 278 | 0,20 | 1 805 | −0,72 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 6 855 | 255,00 | 716 | 252,71 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 51 799 | 2,42 | 5 412 | 1,48 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 46 851 | 2,61 | 4 895 | 1,66 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 69 471 | 1 267,54 | 7 258 | 1 256,64 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 309 498 | 13,31 | 32 | 14,29 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 219 648 | 14,55 | 22 949 | 13,51 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 352 070 | 1 115,54 | 36 784 | 1 104,85 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | −576 | −8,28 | −60 | −9,09 | |||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 13 061 | 15,09 | 1 365 | 14,05 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4 877 240 | 12,86 | 509 574 | 11,83 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 46 700 | 244,52 | 4 879 | 241,43 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 6 184 | 308,99 | 646 | 306,29 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 34 381 | 0,01 | 3 592 | −0,88 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 50 636 | 38,43 | 5 290 | 37,19 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 19 303 | 5,69 | 2 017 | 4,73 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 243 456 | 2,64 | 25 412 | 1,61 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 22 000 | 15,39 | 2 299 | 14,33 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 3 620 | 23,55 | 378 | 22,73 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 5 128 | 94,76 | 536 | 93,14 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 5 700 | 3,35 | 596 | 2,41 | ||||
| 2025-08-13 | 13F | HAP Trading, LLC | Put | 200 700 | 15 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 782 433 | 22,65 | 81 748 | 21,53 | ||||
| 2025-08-13 | 13F | HAP Trading, LLC | Call | 50 400 | 5 | |||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 49 106 | 60,02 | 5 131 | 58,58 | ||||
| 2025-08-13 | 13F | HAP Trading, LLC | 32 284 | 3 373 | ||||||
| 2025-07-16 | 13F | American National Bank | 2 022 | 211 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 43 624 | 4 558 | ||||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 11 212 | 1,99 | 1 171 | 1,04 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 41 554 | 4 316 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 3 146 | 329 | ||||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 16 098 | 5,27 | 1 682 | 4,28 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 419 | 44 | ||||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 9 654 | 3,46 | 1 009 | 2,54 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 5 265 134 | 3,76 | 550 099 | 2,82 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 120 927 | 29,19 | 12 634 | 28,02 | ||||
| 2025-08-07 | 13F | Marathon Trading Investment Management LLC | 2 800 | 293 | ||||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 193 615 | 34,43 | 20 229 | 33,21 | ||||
| 2025-07-30 | NP | FSMUX - Strategic Advisers Municipal Bond Fund | 3 026 912 | 69,77 | 314 345 | 63,73 | ||||
| 2025-07-25 | NP | FHYVX - Franklin High Yield Tax-free Income Fund Advisor Class | 450 000 | 12,50 | 46 732 | 8,50 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 13 400 | 1 400 | ||||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 97 261 | 38,60 | 10 162 | 37,33 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 4 113 | 8,58 | 430 | 7,52 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 126 098 | 13 175 | ||||||
| 2025-07-25 | 13F | Brightwater Advisory LLC | 1 023 | 108 | ||||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 18 013 | 1,99 | 1 882 | 1,02 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 894 488 | 47,27 | 93 623 | 46,17 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 314 769 | 0,25 | 32 887 | −0,66 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 25 915 | 904,85 | 2 708 | 898,89 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 884 | 0,45 | 92 | 0,00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 37 262 | 41,21 | 3 893 | 39,94 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 68 640 | 1,95 | 7 172 | 1,03 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 77 500 | 2,26 | 8 097 | 3,25 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 25 001 | 1,81 | ||||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 505 849 | 0,89 | 52 852 | −0,03 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 80 683 | 0,73 | 8 430 | −0,19 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 12 249 | 49,60 | 1 272 | 47,39 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 523 501 | 9,96 | 263 656 | 8,96 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 85 054 | 8,50 | 8 886 | 7,51 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 18 262 | 443,84 | 1 908 | 438,98 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 26 168 | 179,16 | 2 734 | 176,72 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 93 593 | 10,11 | 9 779 | 9,11 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 11 298 | 7,26 | 1 180 | 4,15 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 17 688 | 6,27 | 1 848 | 5,36 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 186 769 | 33,94 | 19 514 | 32,72 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 17 742 | 3,65 | 1 854 | 2,72 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 7 288 | 79,33 | 755 | 81,93 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 23 317 | 13,61 | 2 436 | 12,62 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 6 038 | 0,13 | 631 | −0,79 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 219 | 23 | ||||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 40 702 | 4 253 | ||||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 1 148 | 120 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 7 341 914 | 34,36 | 767 087 | 33,14 | ||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 8 304 | 0,54 | 868 | −0,34 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 26 746 | 72,27 | 2 794 | 70,68 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 2 206 | 231 | ||||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 324 | 14,08 | 34 | 13,79 | ||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 2 200 | 2,33 | 230 | 1,33 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 163 | 17 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 19 529 | 27,99 | 2 040 | 26,87 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 10 622 | 1 110 | ||||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 4 380 | 26,99 | 455 | 25,07 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 2 688 | 283 | ||||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 56 620 | 13,49 | 5 916 | 12,45 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 82 480 | 2,68 | 8 618 | 1,75 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 104 756 | 142,92 | 10 945 | 140,74 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 3 965 | 0,43 | 414 | −0,48 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 5 759 | 42,58 | 602 | 41,41 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 30 527 | 326,89 | 3 189 | 322,94 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 261 013 | 8,62 | 27 271 | 7,63 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 3 729 | 69,73 | 390 | 68,40 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 163 790 | 6,87 | 17 113 | 5,90 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 6 | 1 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 16 766 | 7,44 | 1 752 | 6,44 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 55 057 | 5 752 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 10 088 | 7,32 | 1 054 | 6,26 | ||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 9 483 | 1,75 | 991 | 0,81 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 9 635 | 1 016 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | Call | 100 000 | 10 448 | |||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 291 447 | 72,25 | 30 523 | 69,33 | ||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 28 786 | 3,23 | 3 008 | 2,28 | ||||
| 2025-07-21 | 13F | 25 Llc | 102 648 | 3,68 | 10 725 | 2,73 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 393 | 12,93 | 41 | 13,89 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 10 570 | 1 104 | ||||||
| 2025-08-11 | 13F | Theory Financial Llc | 21 691 | 12,84 | 2 253 | 11,20 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 25 810 | 68,17 | 2 697 | 66,63 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 21 543 | 17,44 | 2 | 100,00 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 3 592 | 375 | ||||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 3 052 | 0,79 | 319 | −0,31 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 15 004 | 6,47 | 1 582 | 5,40 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 13 483 | 11,04 | 1 409 | 10,00 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 1 | |||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 43 | 13,16 | 4 | 0,00 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 3 110 | 29,58 | 325 | 28,06 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 14 286 | 77,42 | 1 493 | 75,94 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 3 501 | 366 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 248 997 | 25,35 | 26 005 | 24,22 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 8 508 | 889 | ||||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 4 539 | 21,46 | 474 | 20,30 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1 738 | 182 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 2 700 | 0,33 | 282 | −0,35 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 1 344 | 18,41 | 140 | 17,65 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1 213 590 | 17,34 | 126 796 | 16,27 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 8 287 | 163,67 | 866 | 161,33 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 23 703 | 58,82 | 2 476 | 57,41 | ||||
| 2025-08-27 | NP | HCIMX - The Intermediate Term Municipal Bond Portfolio HC Strategic Shares | 125 390 | 114,56 | 13 101 | 112,63 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 4 380 | 5,29 | 458 | 4,34 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 6 618 | 38,89 | 691 | 37,65 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 4 011 | 7,74 | 419 | 6,89 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 58 505 | 6 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 12 092 | 36,51 | 1 263 | 35,37 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 39 062 | 1,64 | 4 081 | 0,72 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 295 787 | 6,35 | 30 904 | 5,38 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 112 038 | 7,08 | 11 706 | 6,10 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 9 933 | 0,74 | 1 038 | −0,19 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 21 116 | 38,78 | 2 206 | 37,53 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 51 272 | 10,51 | 5 357 | 9,51 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 113 680 | 20,07 | 11 877 | 18,98 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 4 503 | 470 | ||||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 2 404 | 13,66 | 251 | 12,56 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 4 908 | 16,50 | 509 | 15,98 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 2 050 | 1,43 | 214 | 0,47 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 10 564 | 21,36 | 1 104 | 20,28 | ||||
| 2025-07-15 | 13F | Maseco Llp | 54 | 6 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 14 710 | 24,21 | 1 537 | 23,08 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 30 598 | 3 197 | ||||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 1 782 | 185 | ||||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 13 681 | 0,40 | 1 422 | −1,25 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 100 168 | 6,84 | 10 466 | 5,87 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 3 258 | 21,39 | 340 | 20,14 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 19 044 | 4,82 | 1 983 | 3,55 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 150 | 16 | ||||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 2 655 | 2,71 | 277 | 1,84 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 3 071 | 2,26 | 321 | 1,27 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 154 586 | 22,56 | 16 151 | 14,21 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 5 564 | 2,15 | 581 | 1,22 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 24 707 | 72,56 | 2 581 | 71,04 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 10 000 | 1 045 | ||||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 3 098 | 323 | ||||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 21 926 | 10,64 | 2 291 | 9,62 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 5 570 | 582 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 7 555 | 96,13 | 789 | 94,33 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 826 | 86 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2 239 | 115,29 | 234 | 113,76 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 672 990 | 36,88 | 70 314 | 35,64 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 28 019 | 1,96 | 3 044 | 7,49 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 7 096 | 88,47 | 741 | 86,65 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 923 726 | 23,54 | 96 438 | 22,32 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 2 401 | −18,73 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 419 810 | 17,80 | 43 862 | 16,73 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 358 342 | 11,68 | 141 919 | 10,66 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 116 535 | 1,07 | 12 176 | 0,15 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 4 370 | 24,61 | 457 | 23,58 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 3 481 | 364 | ||||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 47 643 | 9,78 | 4 978 | 8,79 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 2 224 | 13,88 | 232 | 13,17 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 2 813 | 34,92 | 294 | 33,79 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 6 860 | 4,61 | 717 | 3,62 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 3 789 | 18,04 | 396 | 16,86 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 44 377 | 46,98 | 4 595 | 44,33 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 122 745 | 0,90 | 12 824 | −0,02 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 5 529 | 40,19 | 578 | 39,04 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 146 710 | 66,28 | 15 | 66,67 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 217 783 | 110,16 | 22 754 | 114,49 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 13 425 | 21,54 | 1 403 | 20,45 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 47 217 | 12,39 | 4 933 | 11,38 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 207 081 | 12,28 | 21 636 | 11,26 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 6 309 | 25,53 | 659 | 24,57 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 2 574 | 269 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 116 166 | 49,14 | 12 137 | 47,78 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 4 872 | 509 | ||||||
| 2025-08-05 | 13F | Wakefield Asset Management LLLP | 9 351 | 3,70 | 977 | 2,74 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 6 499 | 0,48 | 679 | −0,29 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 17 144 | 11,01 | 1 791 | 10,01 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 74 837 | 18,06 | 7 819 | 15,77 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 7 789 | 13,20 | 814 | 12,14 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2 523 | 0,48 | 264 | −0,38 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 1 924 | 201 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 253 | 26 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 356 712 | 2,38 | 37 269 | 1,45 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 9 715 | 14,62 | 1 015 | 13,66 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 8 914 935 | 42,96 | 931 432 | 41,66 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 35 410 | 2,10 | 3 734 | 1,03 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 4 604 | 6,90 | 481 | 5,95 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 127 881 | 1,06 | 13 361 | 0,13 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 346 711 | 1,77 | 36 224 | 0,84 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 196 919 | 140,09 | 20 574 | 137,90 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 34 596 | 3,12 | 3 586 | 1,36 | ||||
| 2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 87 096 | 9 100 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 496 553 | 41,94 | 51 771 | 44,65 | ||||
| 2025-08-05 | 13F | Allstate Corp | 3 047 649 | 0,98 | 318 418 | 0,06 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 33 581 | 15,39 | 3 509 | 14,34 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 208 600 | 167,44 | 21 761 | 165,25 | |||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 171 400 | 237,40 | 17 880 | 234,64 | |||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 2 081 | 217 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 2 381 | 249 | ||||||
| 2025-08-08 | 13F | VeraBank, N.A. | 3 621 | 378 | ||||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 78 475 | 4,30 | 8 184 | 3,39 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 688 042 | 21,49 | 71 887 | 20,38 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 2 835 | 296 | ||||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 4 865 | 0,12 | 513 | −0,97 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 18 096 | 49,39 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 102 | 11 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 127 921 | 96,73 | 13 365 | 94,94 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 21 972 | 3,05 | 2 296 | 2,09 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | 0 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 10 076 | 1 053 | ||||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 88 890 | 25,66 | 9 287 | 24,52 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 4 954 | 0,75 | 518 | −0,19 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 75 595 | 99,73 | 7 886 | 98,09 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 115 600 | 18,63 | 12 078 | 17,55 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 1 957 | 204 | ||||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 133 315 | 3,92 | 13 929 | 2,97 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 5 448 | 64,64 | 569 | 63,51 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 581 118 | 168,28 | 60 715 | 165,84 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 4 517 | 3,79 | 472 | 2,84 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 706 | 29,34 | 178 | 28,06 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 4 880 | 0,81 | 510 | −0,20 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 9 668 | 33,91 | 1 010 | 33,07 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 4 735 | 7,69 | 495 | 5,56 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 72 167 | 23,81 | 7 540 | 22,69 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 13 959 | 1 458 | ||||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 6 859 | 101,74 | 717 | 100,00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 4 837 | 4,36 | 505 | 3,48 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 504 444 | 14,30 | 52 704 | 13,18 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 4 059 | 0,02 | 424 | −0,70 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 55 821 | 2,10 | 5 832 | 1,18 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2 174 | 920,66 | 227 | 931,82 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 87 | 9 | ||||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 17 788 | 66,07 | 1 858 | 64,57 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 3 133 | 327 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 23 099 | 2 413 | ||||||
| 2025-07-30 | 13F | Patten Group, Inc. | 24 628 | 3,25 | 2 573 | 2,35 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 287 523 | 8,13 | 29 796 | 6,27 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 3 364 | 351 | ||||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 4 316 | 16,15 | 451 | 15,09 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 979 | 561,49 | 102 | 580,00 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 9 218 | 963 | ||||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 103 671 | 240,19 | 10 832 | 237,10 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 6 824 | 166,67 | 713 | 164,68 | ||||
| 2025-07-15 | 13F | LeConte Wealth Management, LLC | 7 408 | 153,26 | 774 | 150,97 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 63 978 | 17,63 | 6 684 | 16,57 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 5 040 | 4,37 | 527 | 3,34 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 658 127 | 5,95 | 68 761 | 4,98 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 3 408 | 4,86 | 356 | 4,09 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 1 935 | 0,78 | 202 | 0,00 | ||||
| 2025-08-12 | 13F | Nuveen, LLC | 173 302 | 1 512,26 | 18 107 | 1 498,06 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 406 057 | 11,66 | 42 425 | 10,64 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 44 397 | 303,06 | 4 639 | 299,48 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 27 575 | 34,98 | 2 881 | 33,75 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 71 302 | 10,44 | 7 450 | 9,43 | ||||
| 2025-07-28 | 13F | Harbour Trust & Investment Management Co | 2 176 | 7,40 | 227 | 6,57 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 8 834 | 923 | ||||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 5 557 | 30,57 | 581 | 29,46 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 6 846 | 13,91 | 715 | 12,95 | ||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 56 629 | 2,72 | 5 917 | 1,79 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 900 993 | 13,06 | 94 135 | 12,03 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 4 035 | 422 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 36 780 | 32,55 | 3 843 | 31,35 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 53 930 | 67,07 | 6 | 66,67 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 25 352 | 0,46 | 2 649 | −0,49 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 407 115 | 25,87 | 42 535 | 24,73 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 4 121 | 3,18 | 431 | 2,14 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 5 429 | 134,51 | 567 | 132,38 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 15 077 | 1 077,89 | 1 575 | 1 075,37 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 6 | −33,33 | ||||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 20 670 | 2 160 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 22 147 | 826,27 | 2 314 | 817,86 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 106 854 | 11 143 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 180 272 | 5,60 | 18 801 | 4,61 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 39 643 | 7,68 | 4 142 | 6,70 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 762 | 80 | ||||||
| 2025-08-11 | 13F | Covestor Ltd | 3 798 | 16,32 | 0 | |||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 84 638 | 22,45 | 8 827 | 24,03 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 45 843 | 20,03 | 4 790 | 18,95 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 20 593 | 1,18 | 2 152 | 0,28 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 47 061 | 21,78 | 4 917 | 20,67 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 19 412 | 4,56 | 2 028 | 3,63 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 173 | 0,58 | 18 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 537 214 | 54,61 | 56 128 | 53,20 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 570 300 | 115,86 | 59 585 | 113,89 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 9 579 | 0,90 | 1 001 | −0,10 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 6 844 | 23,16 | 715 | 22,22 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 2 078 | 0,10 | 217 | −0,46 | ||||
| 2025-05-08 | 13F | Marshall Investment Management, Llc | 0 | 0 | ||||||
| 2025-08-12 | 13F | Bank OZK | 2 793 | 1,93 | 292 | 1,04 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 94 031 | 161,64 | 9 824 | 159,28 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 94 613 | 5,01 | 9 885 | 4,05 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 20 | 2 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 169 515 | 0,27 | 17 711 | −0,65 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 6 941 | 725 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 22 769 | 44,91 | 2 379 | 43,60 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 11 289 | 82,73 | 1 179 | 81,11 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 3 264 | 341 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 962 716 | 29,90 | 204 820 | 28,78 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 15 498 | 16,06 | 1 619 | 12,67 | ||||
| 2025-08-14 | 13F | Betterment LLC | 18 584 233 | 0,95 | 1 942 | 0,00 | ||||
| 2025-05-13 | 13F | GKV Capital Management Co., Inc. | 3 032 | 320 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 23 848 | 19,95 | 2 492 | 18,85 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 29 168 | 80,98 | 3 047 | 79,34 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1 740 | 182 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 65 723 | 9,86 | 6 867 | 8,86 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 409 | 43 | ||||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 14 330 | 2,47 | 1 | 0,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 96 642 | 0,63 | 10 097 | −0,28 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 35 077 | 144,71 | 3 665 | 142,49 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 43 199 | 13,26 | 4 513 | 12,24 | ||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 73 334 | 18,93 | 7 662 | 17,84 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 2 076 | 0,83 | 217 | −0,46 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 61 052 | 35,22 | 6 379 | 33,99 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 49 501 | 3,05 | 5 172 | 2,11 | ||||
| 2025-07-07 | 13F | HMS Capital Management, LLC | 9 867 | 5,48 | 1 031 | 6,08 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 17 246 | 45,97 | 1 802 | 44,66 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 35 872 | 16,35 | 3 748 | 15,29 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 33 | 1 000,00 | 3 | |||||
| 2025-08-06 | 13F | Bonfire Financial | 2 936 | 307 | ||||||
| 2025-08-14 | 13F | SWAN Capital LLC | 206 | 22 | ||||||
| 2025-07-24 | 13F | PDS Planning, Inc | 108 451 | 15,68 | 11 331 | 14,62 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 7 259 | 7,22 | 758 | 6,31 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 13 105 | 7,24 | 1 369 | 6,29 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 86 245 | 9 011 | ||||||
| 2025-08-14 | 13F | Clifford Group, LLC | 43 108 | 1,22 | 4 504 | 0,29 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 86 408 | 60,90 | 9 028 | 59,43 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 5 297 | 7,03 | 553 | 6,14 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 246 713 | 2,33 | 130 257 | 1,40 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 57 506 | 6 008 | ||||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 2 759 | 288 | ||||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 173 000 | 18 075 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 11 001 | 173,86 | 1 149 | 171,63 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 5 024 | 111,72 | 525 | 109,60 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 88 600 | 9 257 | ||||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 204 718 | 2,46 | 21 389 | 1,53 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 5 122 | 0,23 | 531 | −0,19 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 2 367 | 247 | ||||||
| 2025-08-08 | 13F | Croban | 17 746 | 5,74 | 1 854 | 4,80 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 14 104 | 28,43 | 1 474 | 27,31 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 1 546 | 162 | ||||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 54 430 | 5,79 | 5 689 | 4,83 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 4 718 | 2,57 | 493 | 1,44 | ||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 45 626 | 0,03 | 4 724 | 0,36 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 45 356 | 24,40 | 4 739 | 23,26 |
