Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF inkluderar Hill Island Financial Llc, AllGen Financial Advisors, Inc., Norinchukin Bank, The, Helios Capital Management Pte. Ltd, Copperwynd Financial, LLC, Legacy Capital Wealth Management, Llc, Carter Financial Group, INC., Drake & Associates, LLC, Alpha Financial Advisors, LLC, Bernardo Wealth Planning LLC, Luminist Capital LLC, Jackson Square Capital, Llc, Vestmark Advisory Solutions, Inc., Milestones Private Investment Advisors LLC, Wbi Investments, Inc., Sumitomo Mitsui Trust Holdings, Inc., High Note Wealth, LLC, Freestone Capital Holdings, LLC, Loomis Sayles & Co L P, och Ambassador 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | EdgeRock Capital LLC | 90 112 | 12,79 | 20 479 | 32,80 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 43 678 | 20,16 | 9 919 | 41,38 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 20 018 | 10,59 | 4 546 | 30,15 | ||||
| 2025-07-23 | 13F | Gerber, Llc | 15 430 | 0,24 | 3 504 | 17,94 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 80 922 | 3,58 | 18 377 | 21,86 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 107 | 494,44 | 24 | 700,00 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 42 | 2 000,00 | 10 | |||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 12 303 | 14,35 | 2 794 | 34,59 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 4 683 | 23,56 | 1 064 | 45,42 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 7 982 | 17,14 | 1 813 | 37,79 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 47 432 | 55,85 | 10 789 | 83,36 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 103 902 | 8,20 | 23 596 | 27,31 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 37 723 | 63,71 | 8 567 | 92,62 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 1 424 | 0,71 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 5 583 | 2,99 | 1 268 | 21,13 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 12 336 | 10,77 | 2 802 | 30,34 | ||||
| 2025-08-06 | 13F | Yelin Lapidot Holdings Management Ltd. | 441 487 | 0,43 | 100 262 | 18,17 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 6 210 | 24,67 | 1 410 | 46,72 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 5 137 | 4,67 | 1 167 | 23,13 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 80 589 | 2,04 | 18 302 | 20,05 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 28 468 | 24,50 | 6 465 | 46,48 | ||||
| 2025-07-30 | 13F | Durante & Waters, Llc | 1 863 | 32,03 | 423 | 55,51 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 105 | 0,96 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 17 171 | 22,61 | 3 897 | 44,17 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 14 953 | 3 396 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 16 955 | 359,36 | 3 851 | 440,73 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 7 198 | 28,54 | 1 635 | 51,30 | ||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 6 601 | 1,44 | 1 499 | 19,44 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 1 796 | 408 | ||||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 1 853 672 | 4,62 | 421 211 | 23,23 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 33 877 | 3,93 | 7 694 | 22,29 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 1 503 | 34,08 | 341 | 57,87 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 17 499 | 7,22 | 3 974 | 26,20 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 1 025 | 233 | ||||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 4 195 | 953 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 15 629 | 83,33 | 3 549 | 115,74 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 13 539 | 104,58 | 3 088 | 141,74 | ||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 5 362 | 107,91 | 1 218 | 158,39 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 9 020 | 104,67 | 2 048 | 146,75 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 237 274 | 1,81 | 53 885 | 19,78 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 1 202 | 273 | ||||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 2 315 | 34,36 | 549 | 71,79 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 382 500 | 121,74 | 86 866 | 160,90 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 467 300 | 770,20 | 106 124 | 923,86 | |||
| 2025-08-13 | 13F | Keystone Financial Group | 3 058 | 24,46 | 694 | 46,41 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 7 055 | 104,85 | 1 602 | 141,27 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 307 436 | 58,69 | 69 819 | 86,71 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 33 699 | 49,91 | 7 653 | 76,42 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 41 703 | 412,01 | 9 471 | 502,42 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11 387 | 5,08 | 2 586 | 23,63 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 53 796 | 5,12 | 12 217 | 23,68 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 33 948 | 10,98 | 7 710 | 30,57 | ||||
| 2025-08-14 | 13F | Comerica Bank | 10 775 | 1,98 | 2 447 | 20,01 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22 540 | 46,48 | 5 119 | 72,32 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 3 545 | 0,60 | 805 | 18,38 | ||||
| 2025-07-14 | 13F | Kieckhefer Group Llc | 8 161 | 1 853 | ||||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 75 | 17 | ||||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, Llc | 49 927 | 10 507 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 48 347 | 25,97 | 10 980 | 48,20 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 103 417 | 11,26 | 23 | 35,29 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 63 082 | 8,54 | 14 462 | 28,84 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 2 170 | 8,66 | 493 | 27,79 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 6 660 | 151,89 | 1 512 | 196,47 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 53 772 | 473,26 | 12 212 | 574,27 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 3 782 | 4,04 | 859 | 22,40 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 2 140 | 486 | ||||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 261 | 60 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 40 961 | 945,19 | 9 302 | 1 130,42 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5 727 | 48,48 | 1 301 | 74,73 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 5 690 | 19,11 | 1 292 | 40,13 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 4 045 | 919 | ||||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 2 231 | 16,99 | 507 | 37,50 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6 562 | 106,74 | 1 | |||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 8 | 2 | ||||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 39 814 | 4,69 | 9 043 | 23,17 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 4 100 | 931 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 42 939 | 0,64 | 9 751 | 18,41 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 190 | 43 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 19 534 | 643,87 | 4 436 | 776,68 | ||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 3 | 1 | ||||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 2 474 | 18,09 | 562 | 38,86 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 2 375 | 539 | ||||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 1 972 | 448 | ||||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 9 | 2 | ||||||
| 2025-07-17 | 13F | Spectrum Strategic Capital Management, LLC | 6 387 | 30,00 | 1 451 | 52,95 | ||||
| 2025-07-29 | 13F | Tide Cove Capital Partners LLC | 37 751 | 1,94 | 8 829 | 23,52 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 4 004 | 248,78 | 909 | 311,31 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 499 | 0,20 | 113 | 17,71 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 155 | 31,36 | 35 | 59,09 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 218 620 | 30,55 | 49 649 | 53,60 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 199 365 | 2 047,17 | 45 276 | 2 426,51 | ||||
| 2025-07-25 | 13F | Clarendon Private LLC | 1 145 | 260 | ||||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 956 | 217 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4 149 | 936 | ||||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 2 005 | 2,56 | 455 | 20,69 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 3 677 | 835 | ||||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 24 110 | 4,27 | 5 475 | 22,68 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 73 509 | 21,87 | 16 694 | 43,39 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 231 | 362,00 | 0 | |||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 2 730 | 11,07 | 620 | 30,59 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 265 759 | 8,82 | 60 354 | 28,03 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 83 225 | 23,62 | 18 900 | 45,44 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 42 251 | 89,15 | 9 595 | 122,57 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 1 914 | 69,53 | 435 | 100,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 960 | 128,70 | 445 | 169,70 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 123 068 | 1,86 | 28 | 17,39 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 22 205 | 7,78 | 5 043 | 23,01 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 6 521 | 27,91 | 1 481 | 50,41 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 7 814 | 60,55 | 1 775 | 88,92 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 4 156 | 216,77 | 944 | 272,73 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 39 983 | 34,33 | 9 080 | 58,05 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 1 467 | 7,39 | 333 | 26,62 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 119 618 | 27,36 | 27 165 | 49,85 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 1 157 | 4,33 | 263 | 22,43 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 127 999 | 29 069 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 7 113 | 2,82 | 1 615 | 20,97 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 9 103 | 5,24 | 2 067 | 23,85 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 81 326 | 18,48 | 18 | 38,46 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 306 | 108,16 | 69 | 146,43 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 15 598 | 31,53 | 3 542 | 54,74 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 808 | 183 | ||||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 8 472 | 1,33 | 1 924 | 19,28 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 1 463 | 0,27 | 332 | 18,15 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 4 058 | 5,70 | 922 | 24,29 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 753 | 522,31 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 12 940 | 7,37 | 2 939 | 26,31 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 785 | 178 | ||||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 2 744 | 3,55 | 626 | 19,05 | ||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 1 935 | 439 | ||||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 38 832 | 17,70 | 8 819 | 38,47 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 1 331 | 1,29 | 302 | 19,37 | ||||
| 2025-08-14 | 13F | UBS Group AG | 789 979 | 23,59 | 179 404 | 45,41 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 986 | 2,18 | 224 | 20,43 | ||||
| 2025-08-14 | 13F | UBS Group AG | Call | 5 020 | 100,00 | 1 140 | 135,54 | |||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 211 840 | 13,46 | 48 109 | 33,50 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 38 694 | 1,09 | 8 787 | 18,94 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 409 | 0,25 | 93 | 17,95 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 89 850 | 65,85 | 20 405 | 78,97 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 12 678 | 37,36 | 2 879 | 61,65 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 67 262 | 0,09 | 15 275 | 17,76 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 1 180 | 268 | ||||||
| 2025-08-04 | 13F | Analyst IMS Investment Management Services Ltd. | 40 263 | 10,44 | 9 | 28,57 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 18 049 | 167,95 | 4 099 | 215,31 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 36 641 | 14,93 | 8 321 | 35,21 | ||||
| 2025-08-01 | 13F | Reliant Investment Partners, LLC | 7 898 | 1 794 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 28 239 | 5 604,85 | 6 413 | 6 650,53 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 3 874 | 0,39 | 880 | 18,15 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 19 763 | 4,22 | 4 488 | 22,66 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8 895 | 10,25 | 2 020 | 29,74 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6 822 | 16,36 | 1 549 | 36,96 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 9 689 | 10,68 | 2 200 | 30,25 | ||||
| 2025-08-13 | 13F | Mizuho Bank, Ltd. | 1 200 000 | 272 520 | ||||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 19 827 | 26,20 | 4 503 | 48,48 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 133 453 | 1,85 | 30 307 | 19,83 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 914 | 208 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 774 940 | 27,05 | 175 989 | 49,48 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 1 529 | 347 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7 305 | 52,95 | 2 | |||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 2 534 | 37,72 | 575 | 61,97 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 6 471 | 11,26 | 1 470 | 27,52 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 8 270 | 2,21 | 1 878 | 20,31 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 12 561 | 3 112,53 | 2 852 | 3 702,67 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 27 574 | 15,57 | 6 262 | 35,96 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 44 215 | 5,04 | 10 041 | 23,58 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 6 553 | 1 488 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 35 767 | 184,61 | 8 123 | 234,93 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 15 155 | 3 442 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 13 407 | 5,89 | 3 045 | 24,60 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 1 559 | 21,32 | 354 | 42,74 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 324 049 | 533,35 | 73 591 | 645,23 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1 184 | 275 | ||||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 4 948 | 243,61 | 1 124 | 303,96 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 3 414 | 718 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 1 086 | 1,88 | 247 | 20,00 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 9 453 | 11,09 | 2 147 | 30,69 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 1 000 | 227 | ||||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 7 | 2 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 62 | 376,92 | 14 | 600,00 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 19 028 | 1,82 | 4 321 | 19,79 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 9 679 | 8,75 | 2 198 | 28,01 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 6 774 | 1 528 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 208 704 | 3,27 | 47 397 | 21,50 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 702 | 39,84 | 158 | 62,89 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 9 847 | 9,81 | 2 236 | 29,25 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 79 400 | 103,59 | 18 032 | 139,55 | |||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 1 390 838 | 5 891 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 372 545 | 31,47 | 84 605 | 54,68 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 489 | 7,71 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 21 418 | 2,97 | 4 864 | 21,15 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 4 320 | 981 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 11 160 | 497,43 | 2 546 | 597,26 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 0 | 0 | ||||||
| 2025-08-07 | 13F | Encompass More Asset Management | 1 465 | 333 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 760 | 31,84 | 400 | 55,25 | ||||
| 2025-08-14 | 13F | Family Management Corp | 31 | 7 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 69 702 | 121,33 | 15 829 | 160,43 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 611 | 0 | ||||||
| 2025-08-01 | NP | Advisors Preferred Trust - Dynamic Alpha Macro Fund Institutional Class Shares | 101 540 | 2,73 | 23 060 | 20,87 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 36 326 | 678,86 | 8 250 | 816,56 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 430 501 | 10,29 | 779 067 | 29,76 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1 472 | 334 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 9 705 | 6,79 | 2 204 | 25,66 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 749 089 | 12,20 | 170 118 | 32,01 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 2 380 | 33,11 | 541 | 56,52 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 8 148 | 4,10 | 1 850 | 22,52 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 50 781 | 130,51 | 11 533 | 171,21 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 1 000 | 227 | ||||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 7 | 2 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 11 786 | 47,73 | 2 677 | 73,88 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 2 452 | 115,28 | 552 | 151,60 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 194 421 | 1,21 | 44 153 | 19,08 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 65 543 | 0,28 | 14 885 | 17,99 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 218 | 49 | ||||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 3 982 | 17,71 | 904 | 38,44 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 101 540 | 2,73 | 22 858 | 18,84 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 2 600 | 43,65 | 590 | 69,05 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 16 096 | 75,89 | 3 655 | 106,96 | ||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 2 745 | 131,06 | 623 | 171,62 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 401 | 91 | ||||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 43 716 | 279,38 | 9 928 | 346,36 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 28 | 6 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1 137 | 517,93 | 258 | 637,14 | ||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 359 136 | 81 560 | ||||||
| 2025-08-14 | 13F | Sequent Planning LLC | 8 665 | 44,06 | 1 968 | 69,42 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 1 045 | 237 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 11 192 | 1,94 | 2 542 | 19,92 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 30 338 | 6 890 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 2 552 | 0,08 | 580 | 17,68 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 1 491 | 1,57 | 339 | 19,43 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 13 851 | 3 146 | ||||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 7 539 | 1,89 | 1 712 | 19,89 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 1 518 | 22,42 | 345 | 43,93 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 25 556 | 1,63 | 5 804 | 19,58 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 5 605 | 1 273 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 21 393 | 11,84 | 4 858 | 31,58 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 1 804 | 6,24 | 410 | 25,08 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 149 952 | 133,72 | 34 054 | 175,01 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 27 880 | 319,69 | 6 500 | 403,02 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 11 268 | 6,13 | 3 | 0,00 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 47 793 | 10 854 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1 269 | 288 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 191 783 | 7,95 | 43 554 | 27,02 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 404 593 | 5,52 | 91 883 | 24,15 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 6 090 | 133,87 | 1 383 | 175,50 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 1 175 | 267 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5 136 | 96,93 | 1 166 | 131,81 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 25 309 | 5 748 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 11 716 | 5,27 | 2 661 | 23,84 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 137 241 | 7,23 | 31 167 | 26,16 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 118 800 | 6,47 | 26 979 | 25,27 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 17 664 | 17,79 | 4 012 | 38,60 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 109 908 | 6,42 | 24 960 | 25,22 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 75 394 | 21,68 | 17 122 | 43,17 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 56 294 | 48,89 | 12 784 | 75,20 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 19 894 | 4 518 | ||||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 91 240 | 1,45 | 20 721 | 19,36 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 18 572 | 4,04 | 4 218 | 22,41 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 50 120 | 11 382 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 10 767 | 0,32 | 2 445 | 18,06 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 369 827 | 2,09 | 83 988 | 20,12 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 233 | 133,00 | 53 | 173,68 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 2 137 | 90,80 | 485 | 124,54 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 221 | 81,15 | 50 | 117,39 | ||||
| 2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 3 860 663 | 73,07 | 877 | 103,72 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 8 409 | 15,18 | 1 910 | 35,49 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 19 027 | 4 321 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5 158 | 229,37 | 1 171 | 287,75 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 10 167 | 69,87 | 2 309 | 99,83 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8 940 | 131,19 | 2 030 | 172,12 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 24 434 | 63,26 | 5 549 | 92,11 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 8 420 | 18,59 | 1 912 | 39,56 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 4 305 | 2,04 | 1 | |||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 120 385 | 7,26 | 27 339 | 26,20 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 435 112 | 728,26 | 27 651 | 172,72 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 39 744 | 35,31 | 9 026 | 59,20 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 5 885 | 22,60 | 1 336 | 44,28 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 112 853 | 50,43 | 25 630 | 77,00 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 3 228 | 0,31 | 1 | |||||
| 2025-08-13 | 13F | Alerus Financial Na | 34 | 8 | ||||||
| 2025-08-07 | 13F | Pier 88 Investment Partners Llc | 2 100 | 200,00 | 477 | 252,59 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 490 | 4,70 | 111 | 23,33 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 9 250 | 2 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 2 379 | 47,40 | 552 | 71,96 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 565 936 | 122,91 | 129 | 161,22 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 48 678 | 11 055 | ||||||
| 2025-07-18 | 13F | Columbia Asset Management | 4 211 | 11,52 | 956 | 31,32 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 105 686 | 15,59 | 24 001 | 36,00 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 217 | 30,72 | 49 | 53,13 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 3 143 | 26,43 | 714 | 48,85 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 94 178 | 21 388 | ||||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 40 | 9 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 887 027 | 18,12 | 428 543 | 39,01 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 30 400 | 40,09 | 6 904 | 64,83 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 1 733 | 1,05 | 393 | 19,09 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 11 469 | 133,39 | 2 667 | 182,22 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 5 746 | 9,03 | 1 372 | 38,07 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 16 757 | 465,73 | 3 805 | 566,37 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 4 054 | 913 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 590 | 116,92 | 815 | 155,49 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2 480 | 1,02 | 563 | 19,03 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 764 | 419,73 | 174 | 517,86 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 5 756 | 5,83 | 1 230 | 23,74 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 1 153 | 35,81 | 262 | 60,12 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 125 | 17,92 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 10 834 831 | 18,81 | 2 460 590 | 39,78 | ||||
| 2025-06-27 | NP | BUYW - Main BuyWrite ETF | 391 800 | 9,56 | 76 734 | −0,19 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 3 501 | 795 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 116 212 | 110,85 | 26 | 160,00 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 29 623 | 4,06 | 6 727 | 22,44 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 1 016 | 231 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 699 | 159 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 15 682 | 11,05 | 3 561 | 30,68 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 8 675 | 3,40 | 1 970 | 21,68 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 22 707 | 2,43 | 5 157 | 11,26 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 250 | 66,67 | 57 | 100,00 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 1 269 | 1,68 | 288 | 20,00 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 4 787 | 101,64 | 1 087 | 137,34 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 29 584 | 1,56 | 7 | 20,00 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 099 | 5,47 | 250 | 23,88 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 55 177 | 103,37 | 13 | 140,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 291 867 | 3,29 | 66 283 | 21,53 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 32 176 | 7,34 | 7 307 | 26,31 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 739 | 87,56 | 168 | 119,74 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 120 956 | 4,11 | 27 469 | 22,49 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 6 451 | 20,11 | 1 465 | 41,41 | ||||
| 2025-08-14 | 13F | Norinchukin Bank, The | 90 000 | 20 439 | ||||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 118 273 | 7,50 | 26 860 | 26,48 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 37 918 | 8 611 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Domestic ETF | 12 899 | 2 929 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 428 366 | 1,40 | 97 282 | 19,30 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 13 | 0 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 3 328 | 20,32 | 756 | 41,65 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 34 | 8 | ||||||
| 2025-07-25 | 13F | Prostatis Group LLC | 3 323 | 129,97 | 755 | 171,22 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 7 670 | 23,57 | 1 742 | 45,33 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 3 793 | 0,82 | 861 | 18,60 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 15 436 | 603,23 | 3 505 | 728,61 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 248 948 | 184,83 | 56 536 | 235,13 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3 468 | 70,59 | 788 | 100,77 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 117 274 | 5,31 | 26 633 | 23,90 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 1 097 | 1,57 | 249 | 19,71 | ||||
| 2025-07-24 | 13F | Strong Tower Advisory Services | 6 748 | 49,62 | 1 532 | 94,66 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 30 786 | 173,34 | 7 | 200,00 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 2 574 | 25,13 | 585 | 47,10 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 145 | 700,70 | 260 | 862,96 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 32 183 | 0,94 | 7 272 | 18,22 | ||||
| 2025-06-03 | 13F | Invst, LLC | 11 563 | 9,49 | 2 232 | 0,41 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 6 748 | 94,35 | 1 532 | 128,66 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 8 839 | 5,19 | 2 007 | 23,81 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 138 222 | 0,80 | 31 390 | 18,60 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 250 | 284 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 1 014 | 230 | ||||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 995 | 226 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 123 289 | 52,78 | 27 999 | 79,76 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 424 | 365,93 | 96 | 464,71 | ||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 5 404 | 0,65 | 1 227 | 18,44 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 1 119 | 254 | ||||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 958 | 218 | ||||||
| 2025-08-06 | 13F | New Millennium Group LLC | 14 | 3 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 27 | 6 | ||||||
| 2025-08-05 | 13F | AGH Wealth Advisors, LLC | 23 888 | 3,57 | 5 428 | 21,87 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 46 003 | 4,78 | 10 447 | 23,28 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 2 654 | 5,03 | 603 | 23,61 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 47 814 | 14,47 | 10 859 | 34,68 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 1 018 | 231 | ||||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 2 492 | 1,26 | 566 | 18,95 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 69 824 | 18,89 | 15 857 | 39,89 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 13 476 | 6,97 | 3 060 | 25,87 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 2 811 | 1,19 | 638 | 19,03 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 28 733 | 5,21 | 6 525 | 16,27 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 3 233 | 734 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 23 465 | 35,84 | 5 329 | 46,57 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 5 762 | 1 309 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 37 182 | 45,66 | 8 444 | 71,38 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 139 874 | 1,65 | 31 765 | 19,60 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 42 173 | 15,82 | 9 577 | 36,27 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 936 | 213 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 27 844 | 58,25 | 6 323 | 84,67 | ||||
| 2025-07-09 | 13F | Taylor Hoffman Capital Management LLC | 906 | 206 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 11 147 | 27,63 | 2 531 | 50,03 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 1 407 | 30,40 | 320 | 53,37 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 1 095 | 0,09 | 249 | 17,54 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 66 845 | 2,05 | 15 180 | 20,07 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 2 469 | 43,21 | 561 | 68,67 | ||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 133 259 | 5,40 | 30 263 | 24,01 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 1 273 | 1 668,06 | 289 | 2 123,08 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 381 584 | 2,93 | 86 658 | 21,11 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 88 910 | 213,10 | 20 678 | 277,25 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 2 891 | 11,75 | 657 | 31,46 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1 972 | 422 | ||||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 1 056 | 240 | ||||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 30 272 | 85,23 | 6 875 | 117,95 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 11 662 | 39,66 | 2 648 | 64,37 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57 620 | 2,68 | 13 085 | 20,81 | ||||
| 2025-07-17 | 13F | KWB Wealth | 1 763 | 340 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 16 210 | 70,02 | 3 682 | 100,05 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 24 025 | 14,48 | 5 456 | 34,65 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 1 203 | 12,22 | 273 | 32,52 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 9 672 | 90,92 | 2 196 | 124,77 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 11 | 2 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 78 853 | 184,40 | 17 907 | 231,92 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 86 101 | 1,11 | 20 | 18,75 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 2 627 | 3,92 | 615 | 33,19 | ||||
| 2025-07-18 | 13F | Rolek Wealth Management LLC | 6 888 | 1 564 | ||||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 1 190 | 11,21 | 270 | 31,07 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 176 | 14,29 | 41 | 41,38 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 | 1 113 990 | 3,90 | 252 987 | 22,25 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 3 257 | 21,08 | 733 | 35,74 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 3 830 | 870 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 3 781 | 4,36 | 859 | 22,75 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 2 494 | 566 | ||||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 6 860 | 8,65 | 1 559 | 27,91 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 500 | 986,96 | 113 | 2 725,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 29 926 | 146,12 | 6 796 | 189,68 | ||||
| 2025-08-12 | 13F | Main Management LLC | 229 487 | 32,50 | 52 | 57,58 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 81 | 16 | ||||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 2 016 | 458 | ||||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 15 113 | 0,62 | 3 432 | 18,39 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 210 | 48 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 117 333 | 126,87 | 27 | 188,89 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 9 402 | 39,06 | 2 134 | 63,57 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 79 | 18 | ||||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 2 923 | 12,12 | 664 | 31,81 | ||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 4 719 | 1 072 | ||||||
| 2025-07-14 | 13F | Golden State Equity Partners | 1 043 | 237 | ||||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 1 496 | 46,09 | 340 | 72,08 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 3 992 | 907 | ||||||
| 2025-07-31 | 13F/A | Avion Wealth | 2 935 | 733,81 | 1 | |||||
| 2025-08-28 | NP | AADAX - INVESCO Growth Allocation Fund Class A | 593 090 | 4,90 | 134 691 | 23,43 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 449 | 468,35 | 102 | 573,33 | ||||
| 2025-08-14 | 13F | Aldebaran Financial Inc. | 3 944 | 1,49 | 896 | 19,33 | ||||
| 2025-08-12 | 13F | Main Management Fund Advisors LLC | 410 800 | 8,08 | 93 | 27,40 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 2 793 | 15,13 | 634 | 35,47 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 529 | 2,00 | 347 | 35,55 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 39 745 | 9 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 13 237 | 3,35 | 3 006 | 21,60 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 1 242 | 282 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 253 745 | 10,02 | 57 626 | 29,44 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 31 847 | 16,76 | 7 265 | 52,85 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 53 753 | 499,79 | 12 207 | 606,02 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 13 019 | 43,89 | 2 957 | 55,25 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 1 222 890 | 277 718 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 40 167 | 13 069,51 | 9 132 | 15 643,10 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 27 738 | 703,30 | 6 299 | 845,80 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 8 508 | 2 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 917 558 | 9,27 | 208 376 | 28,56 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 94 200 | 149,21 | 21 393 | 193,20 | |||
| 2025-08-11 | 13F | Theory Financial Llc | 13 551 | 26,26 | 3 152 | 52,15 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 31 388 | 7 066 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 548 800 | 12,74 | 124 632 | 32,64 | |||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 79 443 | 13,40 | 18 041 | 33,43 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 10 375 | 153,79 | 2 356 | 198,61 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 5 561 | 32,06 | 1 263 | 55,42 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 2 339 | 24,41 | 531 | 46,69 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 1 187 | 0,08 | 270 | 17,98 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 4 776 | 132,86 | 1 111 | 159,95 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 8 170 | 286,84 | 1 855 | 404,08 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 10 665 | 13,55 | 2 422 | 33,66 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 1 827 | 411 | ||||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 111 903 | 1,65 | 25 413 | 19,60 | ||||
| 2025-07-25 | 13F | Sather Financial Group Inc | 1 489 | 338 | ||||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 7 544 | 11,10 | 1 725 | 31,60 | ||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 1 175 | 1,56 | 267 | 19,28 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 39 746 | 9 026 | ||||||
| 2025-06-26 | NP | HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF | 251 328 | 1,06 | 49 223 | −7,94 | ||||
| 2025-07-23 | 13F | Raub Brock Capital Management LP | 31 908 | 2,45 | 7 246 | 20,55 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 21 | 50,00 | 5 | 100,00 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 9 501 | 429,60 | 2 158 | 523,41 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 815 | 185 | ||||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 13 950 | 2,44 | 3 168 | 20,55 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 51 998 | 1 614,41 | 11 809 | 1 918,63 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 31 971 | 38,67 | 7 261 | 63,15 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 3 700 | 60,87 | 840 | 89,62 | |||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 9 235 | 22,53 | 2 097 | 44,32 | ||||
| 2025-08-08 | 13F | Cooper Capital Advisors LLC | 29 455 | 4,03 | 6 689 | 22,40 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 138 725 | 4,63 | 31 504 | 23,11 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 76 385 | 3,76 | 17 347 | 22,08 | ||||
| 2025-07-08 | 13F | Corepath Wealth Partners Llc | 876 | 201 | ||||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 192 931 | 0,50 | 43 815 | 18,24 | ||||
| 2025-07-29 | 13F | Sims Investment Management, Llc | 44 352 | 25,92 | 10 072 | 48,16 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 5 442 | 1 273 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3 462 | 18,16 | 786 | 39,12 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 2 718 | 617 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 6 908 | 316,14 | 1 569 | 390,00 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 32 723 | 15,02 | 7 431 | 35,33 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 10 | 2 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 45 116 | 10,09 | 10 246 | 29,52 | ||||
| 2025-07-17 | 13F | New Perspectives, Inc | 19 885 | 7,08 | 4 516 | 25,98 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 1 397 | 19,20 | 320 | 41,15 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 272 197 | 10,85 | 61 816 | 30,43 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 140 | 32 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 29 708 | 7,45 | 6 747 | 39,81 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 7 801 | 58,62 | 1 772 | 86,62 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 33 242 | 9,33 | 7 549 | 28,65 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 19 758 | 7,81 | 4 487 | 26,86 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 1 439 | 327 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 3 513 | 44,45 | 798 | 69,94 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 109 567 | 0,07 | 24 883 | 17,74 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 1 458 | 4,82 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 13 857 | 14,82 | 3 147 | 35,08 | ||||
| 2025-08-11 | 13F | Shoker Investment Counsel, Inc. | 6 451 | 0,44 | 1 465 | 18,24 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1 796 | 8,06 | 408 | 27,19 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 165 | 400,00 | 0 | |||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 82 | 19 | ||||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 7 140 | 1,96 | 1 621 | 19,99 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 605 | 1,85 | 138 | 20,18 | ||||
| 2025-09-15 | 13F/A | Migdal Insurance & Financial Holdings Ltd. | 108 808 | 13,15 | 25 | 33,33 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | Put | 100 | 22 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 8 595 | 118,15 | 1 952 | 156,71 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 477 433 | 12,53 | 562 625 | 32,40 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 45 536 | 17,59 | 10 341 | 38,36 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 2 267 | 8,11 | 515 | 27,23 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 14 164 | 3 217 | ||||||
| 2025-07-16 | 13F | Wealth Group Ltd | 7 330 | 1 665 | ||||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 3 435 | 12,44 | 780 | 32,43 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 8 076 | 1 834 | ||||||
| 2025-08-13 | 13F | F/M Investments LLC | 1 575 | 358 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 200 898 | 15,03 | 45 624 | 35,34 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 67 943 | 45,63 | 15 430 | 71,34 | ||||
| 2025-08-08 | 13F | Creative Planning | 68 143 | 30,02 | 15 475 | 52,99 | ||||
| 2025-08-05 | 13F | McGinn Investment Management, Inc. | 379 | 0 | ||||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 18 093 | 4 109 | ||||||
| 2025-08-14 | 13F | FIL Ltd | 55 224 | 10 222,24 | 12 541 | 12 075,73 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 6 589 | 234,98 | 1 496 | 294,72 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 21 506 | 10,25 | 4 884 | 29,72 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 503 607 | 5,39 | 114 | 23,91 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 253 424 | 58 440 | ||||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 24 734 | 2,00 | 5 617 | 20,02 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 6 605 | 1 500 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 040 109 | 20,89 | 236 | 42,17 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 546 | 2 773,68 | 124 | 4 000,00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 8 | 2 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 29 700 | 9,51 | 6 745 | 28,85 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14 383 | 60,51 | 3 266 | 88,90 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 2 738 | 149,36 | 622 | 194,31 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 190 | 850,00 | 43 | 1 333,33 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 162 434 | 34,99 | 36 889 | 58,83 | ||||
| 2025-07-22 | 13F | JP Wealth Management, Inc. | 115 919 | 3,32 | 26 325 | 21,57 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 9 903 | 13,85 | 2 249 | 33,97 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 23 740 | 94,57 | 4 582 | 78,50 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 869 | 0 | ||||||
| 2025-08-06 | 13F | Helios Capital Management Pte. Ltd | 51 300 | 11 650 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 1 466 | 333 | ||||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 2 863 | 650 | ||||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 21 415 | 4 863 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 906 | 206 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 17 798 | 144,65 | 4 042 | 187,82 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 901 | 205 | ||||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 147 471 | 0,77 | 33 491 | 18,57 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 965 | 219 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 81 625 | 80,87 | 18 537 | 112,82 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 900 | 204 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 772 665 | 3,31 | 175 472 | 21,55 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5 851 | 27,20 | 1 329 | 50,06 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 68 516 | 0,34 | 15 560 | 18,06 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 48 | 220,00 | 11 | 400,00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 1 107 | 252 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 134 196 | 9,11 | 30 476 | 28,37 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 26 695 | 2 251,98 | 6 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 18 305 | 12,72 | 4 157 | 32,64 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 15 815 | 1,60 | 3 592 | 19,54 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 81 745 | 0,36 | 18 564 | 12,33 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 434 028 | 2,74 | 98 568 | 20,88 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 3 092 | 702 | ||||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 180 563 | 12,54 | 41 006 | 32,41 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 5 973 | 4,53 | 1 356 | 23,05 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 500 | 235,57 | 113 | 253,13 | ||||
| 2025-07-07 | 13F | Verde Capital Management | 149 468 | 1,97 | 33 944 | 19,97 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 21 327 | 148,83 | 4 843 | 192,81 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 78 957 | 4,13 | 17 931 | 127 978,57 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 2 543 | 8,86 | 578 | 28,22 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 2 938 | 12,70 | 667 | 32,60 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 1 211 | 275 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 10 279 | 1,47 | 2 334 | 19,39 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 36 134 | 1,51 | 8 206 | 19,43 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3 531 | 110,43 | 802 | 147,99 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 88 221 | 96,16 | 20 035 | 130,82 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 366 746 | 14,79 | 764 588 | 35,05 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 815 339 | 43,77 | 409 524 | 67,98 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 2 351 | 534 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 322 | 475,00 | 73 | 630,00 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 6 852 | 2,48 | 1 556 | 20,62 | ||||
| 2025-07-18 | 13F | Vicus Capital | 3 523 | 17,24 | 800 | 37,93 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 6 073 | 1 379 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 112 | 19,15 | 25 | 38,89 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 76 786 | 117,61 | 17 322 | 154,25 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 63 977 | 0,17 | 14 529 | 17,86 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 8 651 | 0,82 | 1 965 | 18,60 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 7 990 | 0,88 | 1 815 | 8,88 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 1 054 | 239 | ||||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 1 337 | 0,07 | 304 | 17,90 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 21 000 | 11,77 | 4 769 | 31,52 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 2 188 | 497 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 8 190 | 13,00 | 1 860 | 32,88 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 4 025 | 43,65 | 914 | 69,26 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 179 452 | 3,99 | 267 853 | 22,36 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 8 794 378 | 17,93 | 1 997 203 | 38,75 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 5 212 | 17,07 | 1 183 | 37,72 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 29 313 | 6,95 | 6 657 | 25,82 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 517 | 776,27 | 117 | 963,64 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 1 412 | 321 | ||||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 2 275 | 23,31 | 517 | 44,94 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 15 288 | 1,13 | 3 472 | 18,99 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 562 | 13 950,00 | 128 | |||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 46 796 | 19,18 | 14 591 | 92,54 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 1 689 | 384 | ||||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 6 919 | 1,78 | 1 571 | 19,74 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 6 119 | 53,55 | 1 461 | 87,31 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 031 992 | 14,20 | 234 437 | 34,36 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 7 377 | 62,60 | 1 675 | 91,43 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 35 155 | 0,49 | 7 988 | 18,25 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 9 549 | 346,01 | 2 169 | 424,94 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 90 711 | 16,68 | 20 600 | 37,29 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 59 061 | 2,91 | 13 413 | 21,08 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 16 192 | 3 677 | ||||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 8 829 | 7,24 | 2 005 | 26,18 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 446 | 92,24 | 101 | 129,55 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 98 438 | 22 355 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 8 175 | 21,47 | 1 856 | 42,88 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 33 | 7 | ||||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 54 449 | 0,11 | 12 365 | 17,78 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 458 502 | 17,92 | 331 226 | 38,74 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 1 073 | 2,19 | 244 | 20,30 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 1 307 | 297 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 294 196 | 130,49 | 66 812 | 171,19 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 1 493 | 19,44 | 339 | 40,66 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 13 400 | 3 043 | ||||||
| 2025-08-07 | 13F | Latko Wealth Management, Ltd. | 111 637 | 4,04 | 25 | 25,00 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 3 046 | 0,26 | 692 | 17,92 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 7 114 | 72,09 | 1 616 | 102,63 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 13 975 | 4,47 | 3 174 | 22,89 | ||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 2 317 | 22,08 | 526 | 43,72 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 11 026 | 2 504 | ||||||
| 2025-07-07 | 13F | RDA Financial Network | 8 093 | 1 838 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 152 084 | 67,89 | 34 538 | 97,54 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 3 869 | 1,36 | 879 | 19,29 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 1 580 | 8,29 | 359 | 27,40 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 2 780 | 631 | ||||||
| 2025-08-08 | 13F | Firestone Capital Management | 1 585 | 360 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 35 770 | 244,97 | 8 123 | 305,95 | ||||
| 2025-07-10 | 13F | Jackson Square Capital, Llc | 29 086 | 6 605 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 4 763 | 7,74 | 1 082 | 26,73 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 42 935 | 343,27 | 9 751 | 421,67 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 7 862 | 41,12 | 1 786 | 66,05 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 7 601 275 | 2,05 | 1 726 216 | 20,06 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 22 380 | 5 083 |
