Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Preferred and Income Securities ETF inkluderar TT Capital Management LLC, Marex Group plc, JAEKX - Global Bond Trust NAV, JIGDX - Global Bond Fund Class 1, Centiva Capital, LP, Boreal Capital Management LLC, Arista Wealth Management, LLC, Midwest Trust Co, Platform Technology Partners, LOM Asset Management Ltd, Readystate Asset Management Lp, Glenmede Investment Management, LP, Group One Trading, L.p., Duncan Williams Asset Management, LLC, Wealthcare Capital Partners, LLC, NWF Advisory Services Inc., Traub Capital Management LLC, XTX Topco Ltd, Argentarii, LLC, och L2 Asset Management, LLC .
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 | Quadrature Capital Ltd | 312 003 | 9 571 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 10 607 | 0,35 | 325 | 1,56 | ||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 699 400 | 21 458 | ||||||
| 2025-07-29 | NP | WAVLX - Wavelength Interest Rate Neutral Fund | 84 468 | 2,30 | 2 553 | −2,89 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 33 863 | 2,34 | 1 039 | 2,17 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 706 | 1,73 | 22 | 0,00 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 74 862 | 7,51 | 2 297 | 7,34 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 85 110 | 0,03 | 2 611 | −0,11 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 96 611 | 3,88 | 2 964 | 3,75 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 118 197 | 61,00 | 3 626 | 60,80 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 46 353 | 89,63 | 1 422 | 89,35 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 35 695 | 1 095 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 14 444 | 13,13 | 443 | 13,01 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 117 743 | 2,44 | 3 612 | 2,27 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 6 709 | 0,69 | 206 | 0,49 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 10 163 | 7,83 | 0 | |||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 323 431 | 41,06 | 9 923 | 40,82 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 64 | 2 | ||||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 27 344 | 0,04 | 839 | −0,12 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 12 459 | 0,34 | 382 | 0,26 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 62 188 | 1,89 | 1 908 | 1,71 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 20 962 | 55,87 | 643 | 55,69 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1 968 853 | 7,51 | 60 404 | 7,34 | ||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 106 017 | 11,86 | 3 253 | 3,27 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 438 932 | 12,36 | 13 466 | 12,17 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 186 296 | 3,41 | 5 716 | 3,23 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 123 237 | 1,18 | 3 781 | 1,04 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 30 718 | 11,22 | 942 | 11,08 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 16 563 | 24,59 | 509 | 21,24 | ||||
| 2025-06-23 | NP | IYLD - iShares Morningstar Multi-Asset Income ETF | 551 451 | 5,30 | 16 643 | −0,10 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 10 675 | 327 | ||||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 16 098 | 11,84 | 494 | 11,54 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 247 607 | 3,64 | 7 597 | 3,47 | ||||
| 2025-08-18 | 13F | Brick & Kyle, Associates | 16 768 | 1 | ||||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 10 591 | 1,23 | 325 | 0,93 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 60 338 | 1 851 | ||||||
| 2025-08-11 | 13F | First American Trust, Fsb | 175 793 | 3,28 | 5 393 | 3,12 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 134 163 | 9,05 | 4 105 | 8,17 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 294 202 | 3,39 | 9 | 12,50 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 1 008 117 | 15,50 | 30 929 | 15,31 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 109 885 | 32,46 | 3 371 | 32,25 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 13 334 | 409 | ||||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 12 907 | 2,18 | 396 | 1,80 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 17 905 | 12,77 | 549 | 12,73 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 156 490 | 73,43 | 4 801 | 73,20 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 359 311 | 28,10 | 11 024 | 27,89 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 18 846 | 1,06 | 578 | 0,87 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 73 614 | 1,38 | 2 258 | 1,21 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 2 369 | 238,43 | 73 | 227,27 | ||||
| 2025-07-15 | 13F | Bank Of Stockton | 155 828 | 1,88 | 4 781 | 1,70 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 063 229 | 1,11 | 32 971 | 2,03 | ||||
| 2025-08-05 | 13F | Wellington Shields & Co., LLC | 6 480 | 5,54 | 199 | 5,32 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 3 045 | 93 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 492 949 | 273,36 | 15 124 | 272,76 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 492 320 | 10,88 | 15 104 | 10,70 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 586 602 | 4,50 | 18 | 0,00 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 34 338 | 95,88 | 1 053 | 95,72 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 7 298 | 4,36 | 224 | 4,21 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 878 | 0 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 226 773 | 2,80 | 6 958 | 2,63 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 9 926 | 0,76 | 305 | 0,66 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 11 955 | 0,25 | 367 | 0,00 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 11 112 | 10,28 | 341 | 10,03 | ||||
| 2025-08-08 | 13F | Stonebridge Advisors Llc | 40 767 | 1 251 | ||||||
| 2025-08-13 | 13F | Delphi Financial Group, Inc. | 41 499 | 69,39 | 1 273 | 69,28 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 27 480 | 29,94 | 843 | 29,89 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 20 922 | 642 | ||||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 100 195 | 7,25 | 3 074 | 7,07 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 11 775 | 361 | ||||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 13 567 | 0,11 | 416 | 0,00 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 13 459 | 0,43 | 413 | 0,24 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 242 | 7 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 18 698 | 10,28 | 574 | 9,98 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 88 055 | 3,01 | 3 | 0,00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 560 568 | 4,49 | 17 198 | 4,33 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 4 570 | 140 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 105 198 | 24,52 | 3 227 | 26,55 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 39 826 | 1,35 | 1 222 | 1,16 | ||||
| 2025-08-28 | NP | BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares | Short | −500 000 | −165 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 214 229 | 2,90 | 6 573 | 2,72 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 48 282 | 30,50 | 1 481 | 30,37 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 26 984 | 7,80 | 828 | 7,54 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 130 024 | 0,28 | 3 989 | 0,15 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 37 458 | 209,80 | 1 149 | 209,70 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 60 379 | 2,40 | 1 852 | 2,26 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 77 243 | 11,55 | 2 370 | 11,38 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 205 400 | 6,15 | 6 302 | 5,99 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 36 665 | 20,32 | 1 125 | 20,09 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 25 458 | 6,31 | 781 | 6,26 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 343 257 | 2,39 | 11 | 0,00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 101 | 3 | ||||||
| 2025-08-08 | 13F | Petix & Botte Co | 16 143 | 0,46 | 495 | 0,41 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 10 339 | 41,53 | 317 | 41,52 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 9 227 | 283 | ||||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 8 738 | 9,72 | 268 | 9,84 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 58 900 | 50,26 | 1 807 | 50,08 | |||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 340 820 | 5,12 | 10 456 | 4,95 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 50 283 | 10,93 | 1 571 | 12,86 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 144 102 | 2,46 | 4 421 | 2,29 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 9 900 | 304 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 18 886 | 0,37 | 579 | 0,17 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 8 741 | 268 | ||||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 13 527 | 0,20 | 415 | 0,24 | ||||
| 2025-08-14 | 13F | Bluefin Capital Management, Llc | 200 000 | 325,17 | 6 136 | 324,64 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 440 736 | 21,22 | 13 522 | 21,03 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 58 381 | 210,42 | 1 791 | 210,40 | ||||
| 2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 15 552 | 8,92 | 477 | 8,90 | ||||
| 2025-08-19 | 13F | Campbell Capital Management Inc | 268 100 | 1,01 | 8 225 | 0,85 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 11 857 | 364 | ||||||
| 2025-08-13 | 13F | Centiva Capital, LP | 60 416 | 1 854 | ||||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 8 645 | 265 | ||||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 80 523 | 4,85 | 2 488 | 5,42 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 61 371 | 8,90 | 1 883 | 8,72 | ||||
| 2025-08-13 | 13F | Centiva Capital, LP | Call | 60 800 | 1 865 | |||||
| 2025-08-12 | 13F | Hillsdale Investment Management Inc. | 10 560 | 124,68 | 324 | 124,31 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 12 172 | 20,16 | 373 | 19,94 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 7 319 | 7,49 | 225 | 7,18 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 42 154 | 1 293 | ||||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 4 830 928 | 22 975,84 | 4 961 | 671,38 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 21 110 | 3,82 | 648 | 3,69 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 96 260 | 18,92 | 2 953 | 18,74 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 2 700 100 | 82 839 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 65 916 | 1,83 | 2 | 100,00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 250 | 8 | ||||||
| 2025-08-08 | 13F | King Wealth | 36 029 | 4,88 | 1 | 0,00 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 10 056 | 2,89 | 309 | 2,67 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 241 912 | 3 220,69 | 8 | −96,86 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 12 978 | 12,53 | 398 | 12,43 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 9 629 | 24,78 | 295 | 24,47 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 74 | 2 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 1 342 | 0,52 | 41 | 0,00 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 17 385 | 0,46 | 533 | 0,38 | ||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 172 000 | 6,17 | 5 277 | 5,99 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 9 449 | 24,46 | 295 | 28,38 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 69 402 | 0,10 | 2 129 | −0,05 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 95 361 | 9,20 | 2 926 | 9,02 | ||||
| 2025-05-27 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 199 519 | 1,95 | 6 131 | −0,36 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 40 818 | 214,95 | 1 275 | 220,10 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 33 864 | 0,17 | 1 039 | 0,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 80 073 | 24,96 | 2 | 100,00 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 169 283 | 3,25 | 5 194 | 3,08 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 710 | 0,88 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 102 602 | 148,96 | 3 148 | 148,58 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 6 522 | 0,17 | 200 | 0,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 001 603 | 6,94 | 30 729 | 6,77 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 135 277 | 0,36 | 4 150 | 0,19 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 56 757 | 1,49 | 1 760 | 2,44 | ||||
| 2025-08-14 | 13F | Fmr Llc | 109 426 | 385,95 | 3 357 | 385,82 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 79 275 | 7,42 | 2 432 | 7,28 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 62 268 | 51,18 | 1 910 | 50,99 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 24 242 | 2,55 | 760 | 5,86 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 9 599 | 294 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 12 460 | 1 245 900,00 | 382 | |||||
| 2025-08-14 | 13F | Destination Wealth Management | 68 598 | 2,37 | 2 105 | 2,19 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 5 386 | 6 632,50 | 165 | 8 150,00 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 884 451 | 11,40 | 27 126 | 11,19 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 3 463 | 9,66 | 0 | |||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 56 646 | 162,86 | 1 738 | 162,39 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 83 384 | 106,33 | 3 | 100,00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12 073 | 370 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 444 171 | 24,48 | 44 307 | 24,28 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 623 059 | 26,86 | 80 475 | 26,66 | ||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 6 717 | 1,74 | 206 | 1,98 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 198 810 | 13,22 | 6 099 | 13,05 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 24 170 | 4,63 | 742 | 4,51 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 571 200 | 71,22 | 17 524 | 70,95 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 250 772 | 64,01 | 7 694 | 63,75 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 28 012 | 15,20 | 859 | 14,99 | ||||
| 2025-07-15 | 13F | Northside Capital Management, LLC | 479 636 | 11,74 | 14 715 | 11,55 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 2 600 | 0 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 20 772 | 2,47 | 637 | 0,00 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 159 712 | 0,92 | 4 900 | 2,08 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 33 489 | 4,93 | 1 027 | 4,80 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 5 119 | 31,56 | 157 | 31,93 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 11 797 | 0,32 | 362 | 0,00 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 919 | 2,22 | 28 | 3,70 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 3 643 | 175,57 | 112 | 170,73 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 500 | 635,29 | 15 | 650,00 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | −245 | −25,98 | −8 | −30,00 | |||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 39 965 | 18,66 | 1 226 | 18,45 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 94 255 | 13,70 | 2 939 | 17,24 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 19 042 | 2,94 | 584 | 2,82 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4 328 | 133 | ||||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 10 454 | 0,07 | 321 | −0,31 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 9 912 | 3,00 | 304 | 3,05 | ||||
| 2025-07-31 | 13F | Prudent Man Advisors, LLC | 14 320 | 9,98 | 439 | 9,75 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 27 233 | 6,10 | 836 | 5,96 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 83 655 | 6,25 | 2 567 | 6,08 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 9 052 | 36,24 | 278 | 35,78 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 50 500 | 1,10 | 1 549 | 0,98 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 16 683 | 407,70 | 512 | 411,00 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 59 065 | 0,55 | 1 812 | 0,39 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 91 167 | 0,70 | 2 797 | 0,54 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 114 624 | 7,98 | 3 517 | 7,82 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 79 927 | 2,53 | 2 452 | 2,38 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 24 168 | 18,66 | 741 | 18,56 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 76 353 | 3,59 | 2 342 | 3,40 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 5 428 | 167 | ||||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 183 | 5,17 | 6 | 0,00 | ||||
| 2025-07-14 | 13F | Argentarii, LLC | 9 602 | 295 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 15 795 | 1,13 | 485 | 1,04 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 80 721 | 58,94 | 2 477 | 58,72 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 247 | 8 | ||||||
| 2025-07-23 | 13F | Charter Trust Co | 13 972 | 1,70 | 429 | 1,42 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 300 | 9 | ||||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 4 098 | 14,06 | 126 | 13,64 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 181 810 | 5 578 | ||||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 211 549 | 0,71 | 6 490 | 0,56 | ||||
| 2025-08-14 | 13F | Family Management Corp | 683 | 21 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 8 602 | 0,89 | 264 | 0,76 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 166 860 | 0,50 | 5 119 | −1,93 | ||||
| 2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 628 628 | 21,12 | 19 997 | 17,32 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 60 820 | 14,81 | 1 866 | 12,01 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 10 929 | 29,09 | 335 | 28,85 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 43 650 | 12,94 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 168 013 | 4,64 | 5 155 | 4,46 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 45 027 | 2,12 | 1 381 | 1,99 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 25 095 | 70,25 | 770 | 70,13 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 4 640 | 164,39 | 142 | 167,92 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 16 314 | 5,48 | 500 | 5,49 | ||||
| 2025-07-10 | 13F | Arkfeld Wealth Strategies, L.L.C. | 7 331 | 8,99 | 227 | 13,00 | ||||
| 2025-08-07 | 13F | Commerce Bank | 850 464 | 2,16 | 26 092 | 1,99 | ||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 32 034 | 0,56 | 983 | 0,41 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 75 198 | 3,30 | 2 307 | 3,13 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 153 | 0,66 | 5 | 0,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 60 856 | 0,35 | 1 893 | 3,61 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 6 757 | 207 | ||||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 10 969 | 1,93 | 336 | 4,67 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 13 105 | 50,89 | 402 | 51,13 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 11 786 | 8,08 | 365 | 8,96 | ||||
| 2025-07-10 | 13F | Clare Market Investments LLC | 7 979 | 0,39 | 245 | 0,00 | ||||
| 2025-07-29 | NP | JIGDX - Global Bond Fund Class 1 | 63 900 | 1 932 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 31 | 3,33 | 1 | |||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 83 072 | 2 549 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 64 504 | 9,52 | 1 979 | 9,34 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 86 924 | 2 626 | ||||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 11 | 0 | ||||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 97 204 | 0,06 | 2 982 | −0,10 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 222 263 | 15,17 | 6 819 | 14,99 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 6 917 | 0,03 | 212 | 0,00 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 8 738 | 12,00 | 268 | 12,13 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 7 239 | 2,94 | 222 | 2,78 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 44 083 | 56,03 | 1 386 | 59,56 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 19 140 | 0,91 | 587 | 0,86 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 343 813 | 11,25 | 10 548 | 11,08 | ||||
| 2025-08-29 | NP | JAEKX - Global Bond Trust NAV | 72 800 | 2 234 | ||||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 8 765 | 18,35 | 269 | 18,06 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 124 349 | 6,23 | 4 | 0,00 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 8 687 | 3,66 | 267 | 3,50 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 69 413 | 18,01 | 2 130 | 17,82 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 58 659 | 5,17 | 1 800 | 5,02 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 506 | 16 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 9 107 | 2,18 | 279 | 2,20 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 23 152 | 0,71 | 1 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 131 908 | 14,84 | 4 047 | 14,65 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 177 795 | 4,25 | 5 455 | 4,08 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 17 671 | 2,95 | 542 | 2,85 | ||||
| 2025-08-06 | 13F | Mcrae Capital Management Inc | 59 046 | 1,33 | 1 812 | 1,17 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 14 982 | 1,51 | 468 | 9,11 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 363 | 11 | ||||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 8 609 | 25,06 | 264 | 25,12 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park High Income ETF | 44 259 | 1 358 | ||||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 20 034 | 0,09 | 615 | −0,16 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 27 940 | 9,83 | 857 | 9,73 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 8 852 | −3,11 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 127 456 | 202,24 | 3 910 | 195,09 | ||||
| 2025-07-10 | 13F | Stolper Co | 16 606 | 7,12 | 1 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 7 551 | 0 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 197 055 | 2,74 | 6 046 | 2,58 | ||||
| 2025-08-19 | 13F | Marex Group plc | 83 000 | 2 546 | ||||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 61 136 | 6,83 | 1 876 | 6,66 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 84 108 | 2 580 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 450 | 14 | ||||||
| 2025-07-24 | 13F | Invictus Private Wealth, Llc | 107 272 | 33,41 | 3 291 | 33,24 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 46 198 | 9,83 | 1 417 | 9,67 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 7 308 | 0,73 | 224 | 0,90 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 2 706 | 9,25 | 83 | 1,22 | ||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 72 435 | 0,77 | 2 222 | 0,59 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 42 117 | 2,62 | 1 292 | 2,46 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 0 | 0 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 365 | 1,96 | 11 | 0,00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 15 588 | 1,88 | 478 | 1,70 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 466 | 0,65 | 14 | 0,00 | ||||
| 2025-08-06 | 13F | Princeton Capital Management Llc | 16 899 | 41,07 | 518 | 40,76 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 17 229 | 96,25 | 529 | 96,28 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 132 444 | 7,00 | 4 063 | 6,84 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 31 725 | 1,64 | 973 | 1,46 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 1 119 | 1,73 | 34 | 3,03 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 33 751 | 1 035 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 43 028 | 14,52 | 1 320 | 14,38 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 23 626 | 2,57 | 725 | 2,40 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 49 609 | 13,62 | 1 522 | 13,50 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 333 363 | 10 228 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 38 317 | 1 176 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Diversified Income ETF | 39 849 | 1 223 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 137 579 | 36,64 | 4 217 | 35,77 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 763 455 | 8,96 | 23 423 | 8,78 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 155 243 | 198,57 | 5 | 300,00 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 8 750 | 1,90 | 268 | 1,90 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 12 680 | 1,33 | 389 | 1,30 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 15 555 | 4,80 | 477 | 4,61 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 16 959 | 1,37 | 520 | 1,17 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 79 840 | 0,09 | 2 485 | 1,39 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 37 | 2,78 | 1 | 0,00 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 700 414 | 21 489 | ||||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 61 580 | 1,32 | 1 889 | 2,11 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 810 | 25 | ||||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 10 947 | 8,19 | 336 | 8,06 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 17 822 | 5,21 | 547 | 5,20 | ||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 400 | 100,00 | 12 | 100,00 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 2 092 | 0,19 | 0 | |||||
| 2025-07-01 | 13F | Private Client Services, Llc | 27 530 | 6,65 | 845 | 6,43 | ||||
| 2025-07-24 | 13F | PayPay Securities Corp | 56 | 1,82 | 2 | 0,00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 735 | 13,03 | 53 | 12,77 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 7 025 | 216 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 8 722 | 32,69 | 268 | 32,84 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 31 585 | 1,59 | 969 | 1,47 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 435 969 | 14,30 | 13 376 | 14,11 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 264 | −2,58 | ||||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 11 064 | 339 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 600 | 18 | ||||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | −146 | −42,75 | −4 | −42,86 | |||
| 2025-07-30 | 13F | TFB Advisors LLC | 13 242 | 1,45 | 406 | 1,25 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 11 865 | 0,03 | 364 | 0,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 154 205 | 7,10 | 4 731 | 6,94 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 18 154 | 71,67 | 557 | 67,47 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 305 358 | 7,80 | 9 368 | 7,63 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 11 857 | 0,12 | 364 | 0,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 9 939 | 45,61 | 305 | 45,45 | ||||
| 2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 10 683 | 5,95 | 328 | 5,83 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 22 106 | 33,12 | 678 | 32,94 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 11 299 | 3,61 | 347 | 3,28 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 316 654 | 3,86 | 9 715 | 3,68 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 1 890 | 42,11 | 58 | 42,50 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 12 595 | 0,16 | 386 | 0,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 131 951 | 0,22 | 4 048 | 0,07 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 18 435 | 2,15 | 566 | 1,99 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 45 923 | 0,65 | 1 409 | 0,43 | ||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 37 811 | 26,38 | 1 160 | 26,22 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 25 932 | 0,62 | 796 | 0,51 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 47 148 | 32,58 | 1 446 | 32,42 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 152 483 | 17,98 | 4 678 | 17,80 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 707 180 | 1,83 | 21 732 | −0,49 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 25 653 | 0,68 | 787 | 0,64 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 40 000 | 135,29 | 1 227 | 117,55 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 10 084 | 309 | ||||||
| 2025-07-17 | 13F | XML Financial, LLC | 169 626 | 7,95 | 5 204 | 7,79 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 206 216 | 0,76 | 6 327 | 0,59 | ||||
| 2025-08-12 | 13F | Cornerstone Capital, Inc. | 22 675 | 5,71 | 696 | 5,46 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 38 345 | 25,74 | 1 176 | 25,51 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 23 121 | 26,52 | 709 | 26,38 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 21 842 | 11,17 | 670 | 11,11 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 159 873 | 7,15 | 4 905 | 6,96 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 51 366 | 3,91 | 1 576 | 3,69 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 31 100 | 5,42 | 952 | 4,51 | |||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 586 | 66,95 | 18 | 70,00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 13 602 | 16,98 | 417 | 16,81 | ||||
| 2025-08-19 | 13F | Cim, Llc | 198 035 | 7,98 | 6 076 | 7,81 | ||||
| 2025-07-15 | 13F | Am Investment Strategies Llc | 13 661 | 0,88 | 0 | |||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1 948 730 | 3,40 | 59 787 | 3,23 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 139 908 | 10,77 | 4 292 | 10,59 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 98 665 | 1,63 | 3 027 | 1,48 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 36 092 | 2,53 | 1 107 | 2,41 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 7 504 | 0,03 | 0 | |||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 27 091 | 12,66 | 831 | 12,60 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 109 864 | 1,37 | 3 371 | 1,20 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 9 341 | 287 | ||||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 7 184 | 1,68 | 220 | 1,38 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 3 103 | 1 747,02 | 97 | 1 820,00 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 7 865 | 241 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 306 913 | 2,61 | 9 416 | 2,45 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 29 990 | 1 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 4 278 | 1,74 | 131 | 1,55 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 154 381 | 2,04 | 4 736 | 7,96 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 17 309 | 47,37 | 531 | 47,50 | ||||
| 2025-08-19 | 13F | MRP Capital Investments, LLC | 6 264 | 33,59 | 192 | 33,33 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 63 474 | 3,69 | 1 947 | 3,51 | ||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 1 009 989 | 7,76 | 31 491 | 14,72 | ||||
| 2025-08-18 | 13F | Cunning Capital Partners, LP | 8 000 | 0 | ||||||
| 2025-08-05 | 13F | SS&H Financial Advisors, Inc. | 37 325 | 6,95 | 1 145 | 114 400,00 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 6 772 | 208 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 76 780 | 2,32 | 2 356 | 2,17 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 20 400 | 5,15 | 626 | 4,87 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 52 318 | 1 605 | ||||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 495 428 | 10,53 | 15 200 | 10,35 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 7 900 | 242 | ||||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 84 501 | 2,34 | 3 | 0,00 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 21 365 | 3,92 | 655 | 3,80 | ||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 13 189 | 18,93 | 405 | 18,77 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 18 675 | 2,42 | 573 | 2,14 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 9 942 | 1,02 | 305 | 0,99 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 30 797 | 945 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 506 800 | 1 062,39 | 15 549 | 1 061,17 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 569 984 | 0,18 | 17 487 | 0,02 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 36 011 | 88,06 | 1 105 | 87,76 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 257 | 1,98 | 8 | 0,00 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 71 139 | 2,98 | 2 183 | 2,83 | ||||
| 2025-08-12 | 13F | Cumberland Partners Ltd | 7 030 | 216 | ||||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | Call | 18 300 | 561 | |||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | Put | 37 000 | 1 135 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 360 345 | 11,98 | 11 027 | 11,07 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 23 859 | 61,71 | 735 | 62,03 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 45 188 | 0,42 | 1 386 | 0,29 | ||||
| 2025-07-16 | 13F | Cabana Llc | 22 598 | 693 | ||||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 14 217 | 1,46 | 436 | 1,40 | ||||
| 2025-08-05 | 13F | Bard Associates Inc | 221 074 | 912,94 | 6 783 | 912,24 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 16 224 | 16,03 | 504 | 17,25 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 12 778 | 0,51 | 392 | 0,51 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 13 106 | 8,41 | 402 | 8,36 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 17 090 | 1,75 | 524 | 1,55 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 10 824 | 5,40 | 332 | 5,40 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 16 287 | 6,69 | 500 | 6,40 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 12 121 | 372 | ||||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 166 635 | 0,53 | 5 112 | 0,37 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 37 980 | 563,52 | 1 165 | 565,71 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 9 112 | 1,30 | 282 | 3,69 |
