Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF inkluderar Norden Group Llc, GGM - GGM Macro Alignment ETF, DYNI - IDX DYNAMIC INNOVATION ETF, Carter Financial Group, INC., First Citizens Bank & Trust Co, Financial Enhancement Group LLC, Wakefield Asset Management LLLP, Founders Financial Securities Llc, Dohj, Llc, Congress Wealth Management LLC / DE /, Kane Investment Management, Inc., Tempus Wealth Planning, LLC, Advisors Capital Management, LLC, Wellington Shields & Co., LLC, Pathstone Holdings, LLC, Thoroughbred Financial Services, Llc, Walleye Capital LLC, Integrity Alliance, Llc., Integrated Advisors Network LLC, och Cadent Capital Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 1 633 | 0,06 | 231 | 21,58 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 4 457 | 632 | ||||||
| 2025-08-13 | 13F | Walleye Capital LLC | 2 243 | 318 | ||||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 1 663 | 236 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 790 | 0,13 | 112 | 21,98 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 9 960 | 1 411 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 295 370 | 9,37 | 41 851 | 32,97 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 2 347 | 0 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 35 661 | 12,74 | 5 053 | 37,06 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 45 | 400,00 | 6 | 500,00 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 1 471 | 208 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 4 452 | 0,02 | 631 | 21,62 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 132 | 33,18 | 160 | 61,62 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 15 569 | 28,21 | 2 206 | 55,83 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 1 650 | 234 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4 260 | 1,19 | 604 | 23,06 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9 750 | 3,11 | 1 380 | 25,02 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 67 742 | 35,94 | 9 598 | 65,28 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 275 480 | 2,09 | 39 033 | 24,11 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 15 972 | 6,63 | 2 263 | 29,68 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 644 | 8,73 | 233 | 31,82 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 52 694 | 7 466 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 8 582 | 1,61 | 1 216 | 23,58 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1 529 | 217 | ||||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 501 | 401,00 | 71 | 536,36 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 108 584 | 36,30 | 15 263 | 64,16 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 6 012 | 70,89 | 852 | 107,56 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 3 419 | 2,52 | 398 | 4,19 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 199 | 22,22 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 6 868 | 18,03 | 973 | 43,51 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 46 437 | 25,25 | 5 412 | 27,25 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 88 723 | 65,85 | 12 571 | 101,65 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 7 975 | 10,24 | 1 130 | 34,05 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 11 252 | 1,01 | 1 594 | 22,80 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 1 913 | 283 | ||||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 16 455 | 37,31 | 2 332 | 66,98 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 15 152 | 15,09 | 2 147 | 39,90 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 3 805 | 4,36 | 539 | 27,12 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 2 504 | 355 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2 858 | 369,29 | 405 | 470,42 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 23 863 | 24,57 | 3 384 | 51,57 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 38 989 | 14,42 | 5 524 | 39,11 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 16 936 | 8,97 | 2 400 | 32,47 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 4 627 | 656 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 171 559 | 20,79 | 24 308 | 46,85 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 2 423 | 1,68 | 341 | 18,06 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 194 | 0 | ||||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 4 180 | 31,41 | 592 | 60,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 60 715 | 17,24 | 8 603 | 42,54 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 7 474 | 4,80 | 1 059 | 27,44 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 12 597 | 6,33 | 1 785 | 29,28 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 055 670 | 7,36 | 291 268 | 30,51 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 2 292 | 0,88 | 325 | 22,73 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 10 512 | 0,76 | 1 489 | 22,45 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 688 | 16,41 | 79 | 14,71 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 486 | 0,38 | 1 344 | 22,07 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 13 650 | 6,48 | 1 930 | 30,05 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 52 | 7 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 180 | 26 | ||||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 1 698 | 241 | ||||||
| 2025-07-28 | NP | GGM - GGM Macro Alignment ETF | 32 819 | 4 379 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 352 | 5,39 | 49 | 26,32 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1 621 | 230 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 17 537 | 0,54 | 2 489 | 22,26 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 148 100 | 20 984 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 2 339 | 331 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 608 | 192,31 | 86 | 258,33 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 15 238 | 1,63 | 2 159 | 23,58 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Prudential Plc | 49 400 | 62,50 | 6 999 | 97,54 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 12 139 | 25,51 | 1 720 | 52,53 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4 039 | 1,51 | 1 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 41 473 | 2,09 | 6 097 | 28,79 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 3 622 | 5,20 | 513 | 27,93 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 1 956 | 0,05 | 277 | 22,03 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 30 205 | 506,89 | 4 280 | 637,76 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 10 572 | 10,22 | 1 498 | 34,02 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 35 244 | 1,74 | 4 108 | 3,35 | ||||
| 2025-08-14 | 13F | UBS Group AG | 779 522 | 2,60 | 110 450 | 24,73 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 357 | 144,95 | 192 | 231,03 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2 266 | 280,20 | 321 | 365,22 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 1 405 | 208 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 2 357 | 334 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 2 839 | 0,11 | 402 | 21,82 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 258 | 16,05 | 178 | 41,27 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 598 | 64,74 | 85 | 100,00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 3 244 | 4,38 | 460 | 26,80 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 1 475 | 209 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 2 931 | 0,69 | 415 | 22,42 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 1 818 | 258 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 17 919 | 39,31 | 2 539 | 69,38 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 10 496 | 2,72 | 1 487 | 24,96 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 1 481 | 210 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 295 | 0,34 | 42 | 20,59 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 3 480 | 5,10 | 493 | 28,05 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 1 728 | 0,12 | 245 | 21,39 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 87 981 | 12,94 | 12 466 | 37,29 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 16 | 2 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 19 111 | 0,11 | 2 708 | 21,72 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 53 366 | 3,68 | 7 561 | 26,04 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 2 804 | 19,47 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 1 470 | 208 | ||||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 4 802 | 11,16 | 680 | 35,19 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 17 365 | 2 714,42 | 2 460 | 3 364,79 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 300 | 43 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 16 718 | 8,66 | 2 369 | 32,07 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 1 500 | 213 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 12 409 | 5,62 | 1 758 | 28,41 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 2 547 | 2,66 | 361 | 24,57 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 33 040 | 1,34 | 4 682 | 23,22 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 2 300 | 326 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 3 800 | 538 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 16 900 | 32,09 | 2 396 | 60,63 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 1 726 | 0,23 | 245 | 22,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5 239 | 86,11 | 742 | 126,22 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 3 317 | 9,80 | 470 | 33,24 | ||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 1 441 | 204 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 27 654 | 3,47 | 4 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 19 553 | 17,61 | 2 771 | 43,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 15 450 | 2 | ||||||
| 2025-08-12 | 13F | Atlantic Family Wealth, Llc | 1 619 | 229 | ||||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 5 885 | 47,01 | 834 | 78,76 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 140 393 | 14,70 | 19 892 | 39,45 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 1 700 | 241 | ||||||
| 2025-08-05 | 13F | Wakefield Asset Management LLLP | 6 715 | 951 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 8 614 | 17 128,00 | 1 221 | 24 300,00 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 55 717 | 1,26 | 7 895 | 23,09 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 1 701 | 241 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 172 011 | 1,41 | 24 | 26,32 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 8 326 | 1,57 | 1 180 | 23,46 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2 913 | 53,96 | 407 | 84,16 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 5 222 | 522 100,00 | 740 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 19 844 | 19,90 | 2 812 | 45,80 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 16 053 | 0,46 | 2 274 | 22,13 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 2 060 | 0,10 | 292 | 21,76 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 500 | 71 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 165 | 21,36 | 448 | 47,85 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 2 776 | 11,67 | 393 | 35,99 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 39 803 | 199,56 | 5 640 | 264,28 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 393 | 11,97 | 46 | 12,50 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 5 251 | 610 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 35 173 | 13,92 | 4 984 | 38,49 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 54 | 8 | ||||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 1 441 | 204 | ||||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 4 294 | 3,25 | 608 | 25,62 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 | 0 | ||||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 3 101 | 1,64 | 439 | 23,66 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 1 526 | 224 | ||||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 1 652 | 234 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 024 | 9,52 | 145 | 34,26 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 2 907 | 13,91 | 428 | 40,33 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 17 390 | 21,01 | 2 464 | 47,13 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 780 | 25,60 | 111 | 52,78 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 210 | 84,21 | 30 | 123,08 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 14 770 | 2,95 | 2 065 | 22,78 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3 172 | 33,61 | 449 | 62,68 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 5 374 | 3,57 | 626 | 5,21 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 14 | 2 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 14 221 | 4,85 | 2 | 100,00 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 8 738 | 1 248 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 1 822 | 258 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 2 347 | 3,39 | 333 | 25,76 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 3 933 | 85,69 | 557 | 126,42 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 2 075 | 1,02 | 294 | 23,01 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 3 655 | 518 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 17 612 | 175,53 | 2 495 | 240,38 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 12 108 | 1,27 | 1 715 | 23,04 | ||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 1 595 | 226 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 25 973 | 22,35 | 3 680 | 48,75 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 2 071 | 1,47 | 293 | 23,63 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 9 533 | 0,20 | 1 351 | 21,84 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 30 000 | 4 251 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 4 954 | 1,12 | 702 | 22,98 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 15 388 | 6,37 | 2 180 | 29,38 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 1 637 | 232 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 154 561 | 35,70 | 22 | 61,54 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4 510 | 44,37 | 639 | 75,55 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 5 653 | 801 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 16 303 | 6,37 | 2 310 | 29,28 | ||||
| 2025-08-11 | 13F | Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 72 000 | 10 | ||||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 1 640 | 232 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 67 | 9 | ||||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 91 662 | 9,36 | 12 988 | 32,95 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 1 430 | 203 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 25 249 | 7,74 | 4 | 50,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 85 | −57,92 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 30 950 | 22,43 | 4 385 | 48,85 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 4 222 | 25,06 | 598 | 54,52 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 74 131 | 3,21 | 10 504 | 25,47 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 500 | 9,41 | 71 | 32,08 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 360 983 | 3,86 | 50 473 | 22,21 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 46 899 | 6 645 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15 259 | 9,40 | 2 162 | 33,05 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 30 166 | 5,42 | 4 274 | 28,16 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 1 600 | 227 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 13 446 | 29,55 | 1 905 | 57,57 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 10 588 | 9,53 | 1 500 | 33,21 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10 309 | 27,43 | 1 461 | 54,99 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 18 315 | 70,83 | 3 | 100,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 5 655 | 18,90 | 801 | 44,58 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 10 215 | 12,10 | 1 447 | 36,25 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 30 323 | 7,21 | 4 296 | 30,34 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 15 080 | 1,67 | 2 137 | 23,61 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4 609 | 8,07 | 653 | 31,19 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 95 | 13 | ||||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 6 097 | 33,38 | 864 | 62,22 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 5 480 | 22,10 | 776 | 48,37 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 10 720 | 11,45 | 1 519 | 35,41 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 63 | 9 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 206 410 | 12,10 | 29 257 | 36,28 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 6 597 | 33,19 | 935 | 61,87 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 18 469 | 0,18 | 2 621 | 21,97 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 68 | 10 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 101 951 | 0,18 | 14 445 | 21,80 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 5 963 | 84,04 | 845 | 123,87 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 594 | 14,89 | 84 | 40,00 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 10 875 | 1 541 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 401 | 264,34 | 340 | 335,90 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 1 889 | 0,05 | 268 | 21,36 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 3 900 | 129,41 | 553 | 178,79 | |||
| 2025-08-05 | 13F | Wellington Shields & Co., LLC | 2 392 | 339 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 31 829 | 12,34 | 5 | 33,33 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 126 264 | 2,34 | 17 895 | 24,42 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 22 090 | 8,63 | 3 129 | 31,98 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 10 | 0 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5 160 | 0,88 | 731 | 22,65 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 287 | 102,04 | 182 | 145,95 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 358 675 | 3,43 | 50 821 | 25,75 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 602 469 | 10,32 | 227 054 | 34,12 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1 650 | 234 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 24 626 | 5,20 | 3 489 | 27,90 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 2 080 | 0,10 | 295 | 21,49 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 8 170 | 13,03 | 1 158 | 37,41 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 36 | 5 | ||||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 1 566 | 222 | ||||||
| 2025-06-26 | NP | DYNI - IDX DYNAMIC INNOVATION ETF | 17 093 | 2 081 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 1 553 | 229 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 23 610 | 3,26 | 3 | 50,00 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 1 635 | 232 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 6 925 | 5,58 | 981 | 28,40 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 112 335 | 14,68 | 16 | 36,36 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 591 | 0,22 | 509 | 21,82 | ||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 27 385 | 0,15 | 3 880 | 21,74 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 23 | 3 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 7 914 | 208,30 | 1 121 | 274,92 |
