Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund inkluderar Tudor Investment Corp Et Al, Volterra Technologies LP, Midwest Trust Co, Volterra Technologies LP, Presper Financial Architects, LLC, Thoma Capital Management LLC, Foronjy Financial Llc, Insight Wealth Strategies, LLC, CHDEX - Cullen High Dividend Equity Fund Retail Class, Strategic Equity Management, CacheTech Inc., Ballast, Inc., Jessup Wealth Management, Inc, Moneywise, Inc., Milestones Private Investment Advisors LLC, Collier Financial, Sig Brokerage, Lp, Planwiser Financial, Llc, Sig Brokerage, Lp, och Hutchens & Kramer Investment Management Group, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Global Retirement Partners, LLC | 36 950 | 1,73 | 9 357 | 10,79 | ||||
2025-08-15 | 13F | Keel Point, LLC | 40 280 | 30,80 | 10 200 | 60,43 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 92 630 | 4,44 | 23 457 | 28,09 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 823 160 | 8,82 | 206 179 | 31,93 | ||||
2025-08-25 | 13F | BLVD Private Wealth, LLC | 1 528 | 387 | ||||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 220 137 | 0,05 | 55 875 | 22,97 | ||||
2025-08-14 | 13F | Prelude Capital Management, Llc | 810 | 205 | ||||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 6 421 | 2,49 | 1 626 | 25,68 | ||||
2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 117 229 | 2,06 | 29 686 | 25,17 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 321 574 | 202,91 | 81 432 | 271,51 | ||||
2025-07-23 | 13F | H&H Retirement Design & Management INC | 18 880 | 6,12 | 4 932 | 47,58 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 7 300 | 58,70 | 1 849 | 94,73 | ||||
2025-07-28 | 13F | Essex LLC | 125 024 | 14,15 | 31 660 | 39,99 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 928 | 235 | ||||||
2025-08-14 | 13F | Aqr Capital Management Llc | 36 663 | 40,88 | 9 284 | 72,79 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 60 501 | 1,20 | 15 321 | 24,12 | ||||
2025-08-01 | 13F | Clark Asset Management, LLC | 1 275 | 20,62 | 323 | 47,71 | ||||
2025-07-10 | 13F | Triangle Securities Wealth Management | 4 950 | 2,59 | 1 253 | 25,80 | ||||
2025-08-05 | 13F | Burney Co/ | 2 238 | 93,43 | 567 | 137,82 | ||||
2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 42 451 | 17,83 | 10 750 | 44,51 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 178 705 | 3,60 | 45 253 | 42,69 | ||||
2025-08-14 | 13F | Select Asset Management & Trust | 820 | 0 | ||||||
2025-07-23 | 13F | Trustees of Dartmouth College | 1 035 | 262 | ||||||
2025-08-19 | 13F | Delos Wealth Advisors, LLC | 75 | 19 | ||||||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 298 | 75 | ||||||
2025-08-14 | 13F | Hrt Financial Lp | 92 260 | 444,60 | 23 | 666,67 | ||||
2025-08-07 | 13F | Capitol Family Office, Inc. | 16 424 | 0,48 | 4 159 | 23,23 | ||||
2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 2 334 | 13,52 | 591 | 39,39 | ||||
2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 21 782 | 4,66 | 5 516 | 28,35 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 91 443 | 7,66 | 23 156 | 32,05 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 6 470 | 16,35 | 1 638 | 42,68 | ||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 21 622 | 1,04 | 5 475 | 23,92 | ||||
2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 3 370 | 4,56 | 853 | 28,27 | ||||
2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 10 893 | 6,89 | 2 249 | −5,07 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 534 286 | 5,32 | 135 297 | 29,17 | ||||
2025-07-31 | 13F | Boothe Investment Group, Inc. | 4 898 | 1 240 | ||||||
2025-08-07 | 13F | Cvfg Llc | 885 | 224 | ||||||
2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 6 569 | 13,77 | 1 664 | 39,51 | ||||
2025-07-22 | 13F | Marks Group Wealth Management, Inc | 945 | 239 | ||||||
2025-08-26 | NP | LCR - Leuthold Core ETF | 32 503 | 12,30 | 8 231 | 37,72 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 1 169 | 3,00 | 296 | 26,50 | ||||
2025-07-21 | 13F | Sageworth Trust Co | 910 | 230 | ||||||
2025-07-29 | 13F | Roof Eidam & Maycock/adv | 960 | 243 | ||||||
2025-07-09 | 13F | Mfg Wealth Management, Inc. | 1 308 | 9,92 | 331 | 35,10 | ||||
2025-08-20 | 13F | Tull Financial Group, Inc. | 837 | 212 | ||||||
2025-08-13 | 13F | Financial & Tax Architects, LLC | 3 870 | 2,49 | 980 | 25,80 | ||||
2025-08-13 | 13F | Thor Trading Advisors, Llc | 17 188 | 4 353 | ||||||
2025-07-31 | 13F | Darden Wealth Group Inc | 1 643 | 2,56 | 416 | 26,06 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 149 371 | 112,56 | 37 825 | 160,83 | ||||
2025-07-17 | 13F | Montis Financial, LLC | 2 364 | 50,86 | 599 | 85,14 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 2 680 | 6,99 | 679 | 31,14 | ||||
2025-07-09 | 13F | Veracity Capital LLC | 805 | 204 | ||||||
2025-07-22 | 13F | JSF Financial, LLC | 9 293 | 0,01 | 2 353 | 22,68 | ||||
2025-07-31 | 13F | GenTrust, LLC | 6 228 | 1 577 | ||||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 1 077 | 273 | ||||||
2025-07-09 | 13F | Krilogy Financial LLC | 208 736 | 5,25 | 52 858 | 29,08 | ||||
2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 12 642 | 29,93 | 3 201 | 59,33 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 1 007 | 255 | ||||||
2025-07-17 | 13F | Crane Advisory, LLC | 1 031 | 264 | ||||||
2025-08-14 | 13F | Planwiser Financial, Llc | 11 582 | 3 059 | ||||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 100 | 25 | ||||||
2025-07-15 | 13F | Avaii Wealth Management, Llc | 930 | 235 | ||||||
2025-07-23 | 13F | Foundation Wealth Management, LLC | 1 828 | 0,16 | 463 | 22,87 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 4 087 | 5,91 | 1 035 | 29,90 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 91 575 | 67,12 | 23 190 | 104,96 | ||||
2025-08-14 | 13F | Frisch Financial Group, Inc. | 2 676 | 0,11 | 1 | |||||
2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 249 | 63 | ||||||
2025-07-08 | 13F | RMR Wealth Builders | 20 323 | 0,01 | 5 146 | 22,67 | ||||
2025-07-23 | 13F | RMG Wealth Management LLC | 382 | 100 | ||||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 1 300 | 7,62 | 329 | 32,13 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 442 | 14,81 | 112 | 29,07 | ||||
2025-07-08 | 13F | Quintet Private Bank (Europe) S.A. | 600 | 152 | ||||||
2025-08-06 | 13F | Axim Planning & Wealth | 3 639 | 77,69 | 922 | 118,25 | ||||
2025-07-01 | 13F | Park National Corp /oh/ | 1 572 | 25,36 | 398 | 54,26 | ||||
2025-08-13 | 13F | Fiduciary Group LLC | 28 734 | 8,51 | 7 276 | 33,09 | ||||
2025-08-13 | 13F | All Terrain Financial Advisors, LLC | 943 | 239 | ||||||
2025-08-04 | 13F/A | 626 Financial, LLC | 6 943 | 0,25 | 1 758 | 22,94 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 73 049 | 17,28 | 18 498 | 43,84 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 45 036 | 13,77 | 11 404 | 39,53 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 2 378 | 0,13 | 602 | 22,86 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 20 086 | 6,99 | 5 086 | 31,22 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 1 423 | 7,23 | 361 | 31,39 | ||||
2025-07-14 | 13F | Crew Capital Management, Ltd. | 23 315 | 66,48 | 5 904 | 104,22 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 2 847 | 11,12 | 721 | 36,11 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 103 556 | 2,14 | 26 | 30,00 | ||||
2025-07-24 | 13F | Costello Asset Management, INC | 186 | 1,09 | 47 | 23,68 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 3 290 | 239,53 | 833 | 316,50 | ||||
2025-07-30 | 13F | SkyOak Wealth, LLC | 38 162 | 6,53 | 9 664 | 30,65 | ||||
2025-07-18 | 13F | Mitsubishi UFJ Asset Management (UK) Ltd. | 8 000 | 2 | ||||||
2025-08-14 | 13F | Volterra Technologies LP | Call | 107 300 | 27 172 | |||||
2025-08-14 | 13F | Volterra Technologies LP | Put | 79 900 | 20 233 | |||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 18 256 | 0,05 | 4 623 | 22,70 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 51 330 | 1,38 | 12 998 | 24,34 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 2 569 | 19,77 | 651 | 46,73 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 4 691 | 11,69 | 1 | |||||
2025-08-11 | 13F | Elite Financial, Inc. | 48 858 | 3,90 | 13 | 33,33 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 2 107 | 41,60 | 1 | |||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 791 | 200 | ||||||
2025-07-31 | 13F | CAP Partners, LLC | 950 | 241 | ||||||
2025-07-23 | 13F | WESPAC Advisors, LLC | 7 923 | 180,66 | 2 006 | 244,67 | ||||
2025-08-06 | 13F | Tradewinds, LLC. | 1 473 | 373 | ||||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 55 011 | 2,05 | 13 930 | 25,16 | ||||
2025-07-25 | 13F | Community Bank, N.A. | 2 650 | 0,11 | 671 | 22,89 | ||||
2025-07-28 | 13F | IFC Advisors LLC | 21 012 | 7,85 | 5 321 | 32,27 | ||||
2025-07-10 | 13F | Peoples Bank/KS | 7 808 | 13,85 | 1 977 | 39,62 | ||||
2025-07-21 | 13F | Gray Private Wealth, LLC | 2 235 | 13,34 | 566 | 38,82 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 125 | 0 | ||||||
2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 142 120 | 9,37 | 35 989 | 34,14 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 46 481 | 12,83 | 11 771 | 38,37 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 4 455 370 | 5,44 | 1 128 234 | 29,31 | ||||
2025-08-14 | 13F | Toroso Investments, LLC | 10 508 | 2 661 | ||||||
2025-07-15 | 13F | Bank Of Stockton | 824 | 209 | ||||||
2025-08-13 | 13F | Victory Capital Management Inc | 733 109 | 9,88 | 185 645 | 34,76 | ||||
2025-08-11 | 13F | Beaumont Capital Management, LLC | 25 905 | 6 560 | ||||||
2025-08-14 | 13F | Df Dent & Co Inc | 956 | 242 | ||||||
2025-07-21 | 13F | Stock Yards Bank & Trust Co | 18 338 | 4,28 | 4 644 | 27,91 | ||||
2025-08-08 | 13F | Creative Planning | 230 862 | 9,48 | 58 461 | 34,27 | ||||
2025-07-23 | 13F | Tyche Wealth Partners LLC | 5 446 | 5,05 | 1 379 | 28,88 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 7 025 | 169,67 | 1 779 | 231,10 | ||||
2025-07-18 | 13F | Lynx Investment Advisory | 2 487 | 0,12 | 630 | 22,85 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 15 306 | 5,33 | 3 876 | 29,20 | ||||
2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 12 500 | 237,84 | 3 165 | 314,81 | ||||
2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 963 | 244 | ||||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 109 | 34,57 | 28 | 68,75 | ||||
2025-08-01 | 13F | First National Trust Co | 10 751 | 0,66 | 2 722 | 23,45 | ||||
2025-08-11 | 13F | Empowered Funds, LLC | 5 237 | 1 326 | ||||||
2025-08-13 | 13F | Cambria Investment Management, L.P. | 2 622 | 664 | ||||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 30 566 | 2,64 | 7 740 | 25,88 | ||||
2025-08-01 | 13F | Corrado Advisors, Llc | 17 414 | 6,24 | 4 410 | 30,29 | ||||
2025-07-18 | 13F | Founders Capital Management | 363 | 0,55 | 92 | 22,97 | ||||
2025-08-05 | 13F | Snider Financial Group | 30 823 | 2,36 | 7 805 | 25,54 | ||||
2025-08-14 | 13F | First International Bank of Israel Ltd. | 3 566 | 903 | ||||||
2025-08-11 | 13F | Guidance Point Advisors, LLC | 2 055 | 0,20 | 520 | 22,93 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 28 852 | 11,89 | 7 306 | 37,23 | ||||
2025-03-28 | NP | Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF | 62 071 | 1,39 | 14 327 | 5,29 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 73 843 | 0,07 | 18 699 | 22,73 | ||||
2025-07-23 | 13F | Vontobel Holding Ltd. | 18 200 | 173,31 | 4 609 | 235,37 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 5 192 | 0,15 | 1 315 | 22,80 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 22 717 | 21,82 | 5 753 | 49,39 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 58 362 | 4,85 | 14 781 | 28,62 | ||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 20 287 | 22,58 | 5 137 | 47,83 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 84 914 | 6 736,88 | 21 503 | 8 299,22 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 427 | 122,40 | 108 | 176,92 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 6 270 | 6,33 | 1 588 | 30,40 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 460 | 123 | ||||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 1 411 | 357 | ||||||
2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 1 547 | 12,02 | 392 | 37,19 | ||||
2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 58 192 | 11,88 | 14 736 | 37,21 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 18 218 | 2,58 | 4 613 | 25,83 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 3 495 | 1,07 | 885 | 23,95 | ||||
2025-08-14 | 13F | Rokos Capital Management LLP | 164 970 | 41 782 | ||||||
2025-08-06 | 13F | Marco Investment Management Llc | 5 648 | 4,69 | 1 430 | 28,48 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 943 197 | 0,14 | 238 846 | 22,82 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 13 166 | 2,61 | 3 334 | 25,86 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 618 | 6,74 | 156 | 31,09 | ||||
2025-07-10 | 13F | Polianta Ltd | 33 000 | 8 | ||||||
2025-08-15 | 13F | Concentric Capital Strategies, LP | 16 224 | 4 108 | ||||||
2025-09-03 | 13F | Q3 Asset Management | 14 180 | 4 | ||||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 8 503 | 0,31 | 2 153 | 23,03 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 1 452 | 368 | ||||||
2025-08-14 | 13F | Comerica Bank | 186 386 | 2,08 | 47 198 | 25,19 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 190 498 | 28,51 | 47 827 | 56,33 | ||||
2025-08-12 | 13F | Long Island Wealth Management, Inc. | 1 637 | 50,05 | 415 | 84,00 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 246 | 205,94 | 822 | 274,89 | ||||
2025-08-01 | 13F | Facet Wealth, Inc. | 1 119 | 7,60 | 294 | 31,25 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 976 | 1,56 | 254 | 33,16 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 35 468 | 9,38 | 8 981 | 34,14 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 2 626 | 10,61 | 1 | |||||
2025-07-16 | 13F | Cadent Capital Advisors, LLC | 2 406 | 87,09 | 609 | 129,81 | ||||
2025-07-22 | 13F | Private Wealth Group, LLC | 945 | 239 | ||||||
2025-08-07 | 13F | PFG Advisors | 32 728 | 14,41 | 8 288 | 40,31 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 1 634 | 4,14 | 414 | 27,86 | ||||
2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 3 398 | 0,09 | 860 | 22,68 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 20 351 | 13,46 | 5 154 | 39,16 | ||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 1 357 | 18,62 | 344 | 45,34 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 59 325 | 0,08 | 15 023 | 22,74 | ||||
2025-07-16 | 13F | Rebalance, Llc | 2 969 | 0,13 | 752 | 22,71 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 258 | 65 | ||||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 34 121 | 0,09 | 8 640 | 22,74 | ||||
2025-08-07 | 13F | Encompass More Asset Management | 17 759 | 50,05 | 4 497 | 84,08 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 41 701 | 3,07 | 10 560 | 26,41 | ||||
2025-07-09 | 13F | Pines Wealth Management, LLC | 4 111 | 5,38 | 1 056 | 50,64 | ||||
2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 596 226 | 1 270,16 | 150 654 | 1 599,22 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 20 985 | 16,22 | 5 628 | 49,09 | ||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 808 | 205 | ||||||
2025-08-15 | 13F | Cooksen Wealth, LLC | 55 831 | 37,48 | 14 138 | 67,18 | ||||
2025-07-31 | 13F | Sharper & Granite LLC | 11 577 | 31,80 | 2 936 | 61,94 | ||||
2025-07-22 | 13F | Clarius Group, LLC | 5 688 | 0,02 | 1 440 | 22,66 | ||||
2025-08-14 | 13F | 10Elms LLP | 21 971 | 1,81 | 5 564 | 24,84 | ||||
2025-08-11 | 13F | ARS Investment Partners, LLC | 42 228 | 6,89 | 10 693 | 16,41 | ||||
2025-08-14 | 13F | UBS Group AG | Put | 968 900 | 57,03 | 245 355 | 92,59 | |||
2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 1 248 | 0,16 | 316 | 11,66 | ||||
2025-08-14 | 13F | UBS Group AG | Call | 909 106 | 288,88 | 230 213 | 376,93 | |||
2025-07-07 | 13F | Insight Wealth Strategies, LLC | 28 942 | 7 264 | ||||||
2025-08-12 | 13F | TCP Asset Management, LLC | 76 226 | 4,58 | 19 303 | 28,25 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 2 796 | 11,26 | 708 | 36,49 | ||||
2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 900 | 228 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 78 328 | 12,87 | 19 835 | 39,14 | ||||
2025-04-10 | 13F | Bremer Bank National Association | 1 134 | 234 | ||||||
2025-07-08 | 13F | Apella Capital, LLC | 2 515 | 60,09 | 641 | 100,31 | ||||
2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 105 289 | 0,32 | 26 662 | 23,04 | ||||
2025-07-09 | 13F | GEM Asset Management, LLC | 873 | 223 | ||||||
2025-07-16 | 13F | First American Bank | 1 502 | 5,55 | 380 | 29,69 | ||||
2025-07-24 | 13F | Zullo Investment Group, Inc. | 32 978 | 1,14 | 8 351 | 24,05 | ||||
2025-08-11 | 13F | Hopwood Financial Services, Inc. | 348 | 954,55 | 88 | 1 366,67 | ||||
2025-08-05 | 13F | Advisors Preferred, LLC | 55 981 | 14 050 | ||||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 101 165 | 28,37 | 25 618 | 57,43 | ||||
2025-08-14 | 13F | Peak Asset Management, LLC | 1 077 | 273 | ||||||
2025-07-31 | 13F | Vaughan David Investments Inc/il | 10 127 | 310,33 | 3 | |||||
2025-07-09 | 13F | Client First Investment Management LLC | 1 434 | 363 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 1 555 400 | 61,38 | 393 874 | 97,92 | |||
2025-08-06 | 13F | Agf Management Ltd | 1 195 060 | 2,24 | 302 623 | 25,39 | ||||
2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 1 142 | 12,07 | 289 | 37,62 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 1 869 | 0,32 | 473 | 23,18 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 171 | 612,50 | 43 | 975,00 | ||||
2025-08-14 | 13F | Objective Capital Management, LLC | 7 198 | 1,65 | 1 823 | 24,62 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 14 403 | 5,79 | 3 647 | 29,74 | ||||
2025-08-14 | 13F | Family Management Corp | 94 | 261,54 | 24 | 360,00 | ||||
2025-08-14 | 13F | Balyasny Asset Management Llc | 58 710 | 893,57 | 14 867 | 1 118,61 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 813 | 206 | ||||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 1 500 | 88,92 | 380 | 132,52 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 55 834 | 6,29 | 14 139 | 30,35 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 1 779 | 39,09 | 450 | 70,45 | ||||
2025-05-13 | 13F | Adams Wealth Management | 24 296 | 5 017 | ||||||
2025-07-08 | 13F | Legacy Private Trust Co. | 18 759 | 73,18 | 4 750 | 112,43 | ||||
2025-05-15 | 13F | AlphaQ Advisors LLC | 8 114 | 2,02 | 1 675 | −9,41 | ||||
2025-07-18 | 13F | Donald L. Hagan, LLC | 22 479 | 8,31 | 5 692 | 32,84 | ||||
2025-07-18 | 13F | RKL Wealth Management LLC | 800 | 203 | ||||||
2025-07-25 | 13F | Endowment Wealth Management, Inc. | 4 781 | 23,29 | 1 211 | 51,25 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 797 | 202 | ||||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 230 911 | 2,13 | 57 828 | 23,20 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 523 385 | 71,03 | 132 537 | 109,76 | ||||
2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 3 608 | 0,08 | 745 | −11,22 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 17 727 | 1 317,03 | 4 489 | 1 447,59 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 25 092 | 234,07 | 6 354 | 309,87 | ||||
2025-07-24 | 13F | Papp L Roy & Associates | 30 175 | 0,07 | 7 641 | 22,73 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 9 326 | 9,25 | 2 362 | 34,00 | ||||
2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 1 760 | 0,06 | 446 | 22,59 | ||||
2025-07-18 | 13F | Loudon Investment Management, LLC | 32 431 | 1,45 | 8 213 | 24,42 | ||||
2025-08-01 | 13F | Delta Investment Management, LLC | 4 026 | 2,03 | 1 020 | 25,18 | ||||
2025-08-13 | 13F | Capital Fund Management S.a. | Call | 427 300 | 24,32 | 108 205 | 52,47 | |||
2025-08-14 | 13F | Principia Wealth Advisory, LLC | 29 | 314,29 | 7 | 600,00 | ||||
2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 2 065 | 1,67 | 518 | 23,63 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 54 434 | 7,75 | 13 785 | 32,16 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 5 297 | 27,42 | 1 341 | 61,18 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 165 026 | 7,47 | 41 790 | 31,80 | ||||
2025-07-07 | 13F | RDA Financial Network | 6 162 | 0,70 | 1 560 | 23,52 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 23 023 | 5,30 | 6 175 | 35,07 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 23 728 | 35,84 | 6 009 | 66,61 | ||||
2025-07-29 | 13F | Straight Path Wealth Management | 1 293 | 0,08 | 328 | 22,93 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 37 720 | 1,65 | 9 552 | 24,65 | ||||
2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 177 900 | 90,47 | 45 050 | 133,60 | |||
2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 338 200 | 77,25 | 85 642 | 117,39 | |||
2025-07-30 | 13F | Phillips Financial Management, Llc | 971 | 13,04 | 246 | 38,42 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 3 985 | 0,03 | 1 009 | 22,75 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 60 660 | 87,63 | 15 361 | 130,13 | ||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 32 082 | 4,70 | 8 124 | 28,42 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 320 873 | 4,76 | 82 452 | 30,37 | ||||
2025-08-13 | 13F | Okabena Investment Services Inc | 23 180 | 2,56 | 5 870 | 25,78 | ||||
2025-07-30 | 13F | VCI Wealth Management LLC | 10 524 | 7,71 | 2 665 | 32,13 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 19 922 | 5 045 | ||||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 2 833 | 7,56 | 717 | 32,04 | ||||
2025-07-24 | 13F | Rice Partnership, LLC | 1 573 | 14,57 | 398 | 40,64 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 1 779 900 | 4,52 | 450 724 | 28,19 | |||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 5 430 | 27,49 | 1 375 | 56,43 | ||||
2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 1 473 | 51,86 | 373 | 86,50 | ||||
2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 5 158 | 4,77 | 1 306 | 28,54 | ||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 1 896 | 11,40 | 480 | 36,75 | ||||
2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 3 286 | 4,45 | 832 | 28,20 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 87 617 | 4,77 | 21 720 | 28,62 | ||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 6 030 | 0,07 | 1 527 | 22,67 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 625 | 20,42 | 158 | 47,66 | ||||
2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 10 927 | 2 767 | ||||||
2025-07-11 | 13F | Bell Bank | 1 487 | 41,22 | 377 | 73,27 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 53 523 | 8,52 | 13 554 | 33,09 | ||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 915 | 232 | ||||||
2025-07-15 | 13F | World Equity Group, Inc. | 7 436 | 7,88 | 1 883 | 32,16 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 25 372 | 16,73 | 6 425 | 43,17 | ||||
2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 6 041 | 314,90 | 1 530 | 409,67 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 11 157 | 2,57 | 2 829 | 25,80 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 38 378 | 131,36 | 7 924 | 105,44 | ||||
2025-07-28 | 13F | Nvest Financial, LLC | 2 997 | 759 | ||||||
2025-08-13 | 13F | Marshall Wace, Llp | 339 261 | 257,98 | 85 911 | 339,04 | ||||
2025-08-13 | 13F | Marshall Wace, Llp | Put | 5 100 | 1 291 | |||||
2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 1 107 | 0,09 | 280 | 30,84 | ||||
2025-08-15 | 13F/A | Rakuten Securities, Inc. | 164 | 30,16 | 42 | 57,69 | ||||
2025-07-31 | 13F | First Business Financial Services, Inc. | 18 249 | 38,93 | 4 621 | 70,39 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 11 110 | 17,68 | 2 813 | 44,33 | ||||
2025-08-11 | 13F | Strategic Equity Management | 26 868 | 6 804 | ||||||
2025-08-07 | 13F/A | Ellerson Group Inc /adv | 790 | 200 | ||||||
2025-04-15 | 13F | Collier Financial | 14 269 | 2 946 | ||||||
2025-08-06 | 13F | Disciplined Investors, L.L.C. | 11 400 | 5,63 | 2 887 | 29,53 | ||||
2025-07-11 | 13F | International Private Wealth Advisors LLC | 1 141 | 289 | ||||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 63 078 | 15,14 | 15 973 | 41,22 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 11 099 | 1,75 | 2 581 | 14,56 | ||||
2025-07-14 | 13F | Sweeney & Michel, Llc | 4 912 | 0,16 | 1 257 | 42,57 | ||||
2025-08-13 | 13F | Northern Trust Corp | 1 572 224 | 0,36 | 398 134 | 23,09 | ||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 2 671 | 0,94 | 676 | 23,81 | ||||
2025-07-17 | 13F | Hanson & Doremus Investment Management | 2 519 | 5,35 | 1 | |||||
2025-08-13 | 13F | ESG Planning | 6 883 | 1,18 | 1 743 | 24,07 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 2 622 | 605 | ||||||
2025-07-14 | 13F | Occidental Asset Management, LLC | 9 182 | 27,56 | 2 325 | 56,46 | ||||
2025-06-30 | NP | TYLG - Global X Information Technology Covered Call & Growth ETF | 26 163 | 7,33 | 5 493 | −2,36 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 5 662 | 14,36 | 1 434 | 40,22 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 7 212 | 1 826 | ||||||
2025-08-12 | 13F | Personal Cfo Solutions, Llc | 4 038 | 1 023 | ||||||
2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 3 700 | 345,78 | 937 | 447,37 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 39 982 | 8,12 | 10 125 | 17,75 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 24 197 | 75,14 | 6 127 | 114,83 | ||||
2025-07-31 | 13F | Pacitti Group Inc. | 11 032 | 1,29 | 2 794 | 24,19 | ||||
2025-08-01 | 13F | Banco Santander, S.A. | 30 775 | 7 793 | ||||||
2025-07-14 | 13F | Harbor Group, Inc. | 1 011 | 0,10 | 256 | 22,60 | ||||
2025-08-14 | 13F | Osterweis Capital Management Inc | 656 | 6,32 | ||||||
2025-08-14 | 13F | DRW Securities, LLC | 46 371 | 245,43 | 11 743 | 323,75 | ||||
2025-07-23 | 13F | Massachusetts Wealth Management | 40 508 | 2,61 | 10 258 | 25,84 | ||||
2025-07-18 | 13F | Rolek Wealth Management LLC | 1 311 | 9,16 | 332 | 37,34 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 3 413 | 0,12 | 864 | 22,90 | ||||
2025-07-25 | 13F | M.e. Allison & Co., Inc. | 5 189 | 30,28 | 1 314 | 59,85 | ||||
2025-08-13 | 13F | Greenwich Wealth Management LLC | 1 451 | 16,73 | 0 | |||||
2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 4 809 901 | 4,11 | 1 218 011 | 27,69 | ||||
2025-07-08 | 13F | Gallacher Capital Management LLC | 2 454 | 41,77 | 622 | 73,95 | ||||
2025-08-14 | 13F | Mariner, LLC | 546 443 | 4,34 | 138 374 | 27,96 | ||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 17 892 | 13 558,02 | 4 531 | 16 677,78 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 555 500 | 14,33 | 141 | 40,00 | ||||
2025-07-29 | 13F | Two West Capital Advisors LLC | 1 678 | 5,53 | 440 | 39,37 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 81 474 | 20 632 | ||||||
2025-08-08 | 13F | Good Life Advisors, LLC | 12 430 | 8,77 | 3 148 | 33,40 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 84 184 | 46,95 | 21 318 | 80,22 | ||||
2025-08-07 | 13F | Investment Management Corp /va/ /adv | 4 687 | 0,06 | 1 187 | 22,65 | ||||
2025-07-07 | 13F | Wesbanco Bank Inc | 14 319 | 4,37 | 3 626 | 28,00 | ||||
2025-07-18 | 13F | Truist Financial Corp | 2 875 248 | 6,49 | 728 099 | 30,60 | ||||
2025-08-06 | 13F | Innealta Capital, Llc | 97 694 | 120,70 | 24 739 | 170,67 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5 800 | 54,63 | 1 469 | 88,21 | ||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 26 858 | 4,41 | 6 801 | 28,05 | ||||
2025-07-10 | 13F | Financial Management Network Inc | 814 | 209 | ||||||
2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 3 653 | 43,37 | 925 | 75,86 | ||||
2025-08-05 | 13F | Astra Wealth Partners LLC | 2 797 | 6,88 | 708 | 31,11 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 10 573 | 11,93 | 2 677 | 37,28 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 16 264 | 4,58 | 4 118 | 28,25 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 86 093 | 1,42 | 21 801 | 23,40 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 298 | 1,71 | 75 | 25,00 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 121 949 | 0,23 | 30 804 | 24,31 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 17 438 | 1,32 | 4 416 | 24,26 | ||||
2025-08-04 | 13F | Saxony Capital Management, LLC | 3 573 | 18,51 | 905 | 45,34 | ||||
2025-08-13 | 13F/A | DLD Asset Management, LP | Call | 900 | 228 | |||||
2025-08-13 | 13F/A | DLD Asset Management, LP | Put | 800 | 203 | |||||
2025-07-18 | 13F | Astor Investment Management LLC | 32 803 | 8 307 | ||||||
2025-07-15 | 13F | Floyd Financial Group Llc | 1 860 | 11,24 | 478 | 38,26 | ||||
2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 830 | 210 | ||||||
2025-08-08 | 13F | Advisory Resource Group | 1 042 | 0,19 | 264 | 22,90 | ||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 1 127 | 0,09 | 285 | 22,84 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 157 | 40 | ||||||
2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 3 572 | 39,31 | 904 | 70,89 | ||||
2025-08-04 | 13F | Wealth Management Associates, Inc. | 811 | 205 | ||||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 25 092 | 19,25 | 5 181 | 5,89 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 132 | 33 | ||||||
2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 919 870 | 9,27 | 232 939 | 34,01 | ||||
2025-08-11 | 13F | Intrust Bank Na | 4 244 | 1 075 | ||||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 8 358 | 1,90 | 2 | 100,00 | ||||
2025-08-14 | 13F | Bbr Partners, Llc | 977 | 247 | ||||||
2025-04-15 | 13F | Transform Wealth, LLC | 69 146 | 33,25 | 14 277 | 18,33 | ||||
2025-07-18 | 13F | Marks Wealth, LLC | 153 025 | 38 751 | ||||||
2025-07-25 | 13F | M3 Advisory Group, LLC | 8 150 | 1,81 | 2 064 | 24,88 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 7 383 | 1,21 | 1 869 | 24,10 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 2 508 | 3,68 | 635 | 32,36 | ||||
2025-07-29 | 13F | Swmg, Llc | 5 977 | 2,43 | 1 578 | 29,77 | ||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 3 285 | 0,95 | 832 | 23,85 | ||||
2025-08-12 | 13F | Kaye Capital Management | 1 117 | 2,29 | 283 | 25,33 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 11 952 | 13,41 | 3 027 | 39,11 | ||||
2025-07-29 | 13F | LMG Wealth Partners, LLC | 804 | 204 | ||||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 979 | 0,10 | 248 | 22,89 | ||||
2025-07-30 | NP | EQL - Alps Equal Sector Weight ETF | 213 562 | 17,12 | 49 314 | 19,92 | ||||
2025-07-29 | 13F | Regions Financial Corp | 34 940 | 3,73 | 8 848 | 27,22 | ||||
2025-08-12 | 13F | Inscription Capital, LLC | 3 050 | 108,05 | 772 | 153,11 | ||||
2025-03-18 | 13F | Thoma Capital Management LLC | 43 369 | 10 084 | ||||||
2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 2 651 | 2 185,34 | 671 | 2 817,39 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 142 661 | 1,06 | 36 126 | 23,95 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 3 284 | 13,87 | 832 | 39,66 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 6 122 | 31,23 | 1 550 | 60,96 | ||||
2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 3 265 | 0,46 | 827 | 23,10 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1 659 | 151,75 | 420 | 208,82 | ||||
2025-07-31 | 13F | WFA Asset Management Corp | 273 | 0,37 | 62 | 8,93 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 229 | 157,30 | 58 | 190,00 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 5 798 | 0,05 | 1 531 | 26,42 | ||||
2025-08-12 | 13F | Manchester Capital Management LLC | 26 783 | 0,09 | 6 782 | 22,75 | ||||
2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 3 762 | 0,16 | 953 | 22,84 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 7 113 | 4,13 | 1 801 | 27,73 | ||||
2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 810 | 205 | ||||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 1 206 | 9,04 | 305 | 33,77 | ||||
2025-07-25 | 13F | Sather Financial Group Inc | 3 973 | 0,28 | 1 006 | 22,98 | ||||
2025-07-28 | 13F | Courier Capital Llc | 13 249 | 172,67 | 3 355 | 234,40 | ||||
2025-08-11 | 13F | Nomura Asset Management Co Ltd | 14 526 | 3 678 | ||||||
2025-07-09 | 13F | Clarus Wealth Advisors | 37 543 | 0,95 | 9 622 | 26,91 | ||||
2025-08-13 | 13F | Alerus Financial Na | 30 755 | 2 790,51 | 7 788 | 3 456,16 | ||||
2025-07-16 | 13F | American National Bank | 856 | 5,16 | 217 | 28,57 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 3 092 | 1,41 | 783 | 24,32 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 3 412 | 2,83 | 864 | 25,99 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 67 707 | 3,38 | 17 145 | 26,78 | ||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 42 811 | 4,68 | 10 841 | 28,38 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 3 649 | 1,56 | 753 | −7,95 | ||||
2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 10 398 | 12,65 | 2 633 | 26,10 | ||||
2025-08-14 | 13F | Sentinus, LLC | 9 772 | 1,23 | 2 475 | 24,13 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 61 625 | 18,26 | 15 605 | 45,04 | ||||
2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 950 | 241 | ||||||
2025-07-30 | 13F | TFB Advisors LLC | 1 591 | 11,03 | 403 | 36,27 | ||||
2025-07-16 | 13F | MKT Advisors LLC | 16 176 | 1,66 | 4 060 | 39,05 | ||||
2025-08-13 | 13F | Morton Community Bank | 4 480 | 1 134 | ||||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 841 838 | 21,91 | 213 179 | 49,51 | ||||
2025-08-14 | 13F | Dearborn Partners Llc | 2 284 | 0,22 | 578 | 22,98 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 9 462 | 0,10 | 2 396 | 21,87 | ||||
2025-07-10 | 13F | Carderock Capital Management Inc | 159 | 40 | ||||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 975 | 2,63 | 201 | −8,64 | ||||
2025-07-16 | 13F | Meridian Financial, LLC | 2 345 | 6,64 | 594 | 30,62 | ||||
2025-07-29 | NP | MPRO - Monarch ProCap ETF | 55 388 | 43,67 | 12 790 | 47,10 | ||||
2025-07-15 | 13F | Verum Partners LLC | 10 026 | 0,14 | 2 539 | 22,79 | ||||
2025-08-13 | 13F | Haverford Trust Co | 182 263 | 1 414,94 | 46 154 | 1 758,05 | ||||
2025-08-14 | 13F | Camden Capital, LLC | 8 431 | 41,55 | 2 135 | 73,64 | ||||
2025-07-18 | 13F | McGuire Investment Group, LLC | 7 502 | 1,80 | 1 900 | 24,85 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 844 | 467 | ||||||
2025-07-08 | 13F | Webster Bank, N. A. | 34 110 | 0,55 | 8 638 | 23,32 | ||||
2025-08-12 | 13F | Centric Wealth Management | 5 290 | 264,83 | 1 407 | 370,23 | ||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 5 477 | 152,51 | 1 387 | 210,29 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 5 058 | 2,55 | 1 281 | 25,74 | ||||
2025-08-06 | 13F | Able Wealth Management LLC | 1 260 | 3,19 | 319 | 26,59 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 56 958 | 17,55 | 14 424 | 44,17 | ||||
2025-07-29 | 13F | Arcus Capital Partners, LLC | 886 | 224 | ||||||
2025-08-05 | 13F | Milestone Asset Management, Llc | 3 645 | 91,54 | 923 | 134,86 | ||||
2025-07-02 | 13F | First Financial Bank - Trust Division | 23 545 | 32,22 | 5 962 | 62,19 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 32 465 | 25,63 | 8 | 60,00 | ||||
2025-07-21 | 13F | West Financial Advisors, LLC | 13 508 | 3 421 | ||||||
2025-07-24 | 13F | Reuter James Wealth Management, Llc | 5 134 | 10,65 | 1 300 | 35,70 | ||||
2025-08-13 | 13F | JT Stratford LLC | 1 523 | 0,13 | 386 | 22,61 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 560 265 | 2,89 | 141 876 | 26,18 | ||||
2025-08-13 | 13F | Luminist Capital LLC | 5 452 | 125,20 | 1 368 | 171,97 | ||||
2025-07-17 | 13F | Michels Family Financial, LLC | 1 078 | 1,99 | 273 | 25,23 | ||||
2025-07-28 | 13F | Naviter Wealth, LLC | 4 614 | 2,22 | 1 168 | 25,46 | ||||
2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 4 967 | 6,50 | 1 258 | 30,53 | ||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 32 944 | 0,97 | 8 343 | 23,84 | ||||
2025-05-28 | NP | GAL - SPDR SSGA Global Allocation ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23 226 | 57 965,00 | 4 796 | 53 177,78 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 2 171 | 2,70 | 550 | 25,92 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 3 873 | 14,89 | 981 | 40,80 | ||||
2025-08-14 | 13F | Coyle Financial Counsel LLC | 4 319 | 1 094 | ||||||
2025-08-08 | 13F | Hartland & Co., LLC | 22 103 | 8,68 | 5 597 | 33,29 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 1 582 | 0,06 | 401 | 22,70 | ||||
2025-07-16 | 13F | Wealth Group Ltd | 3 506 | 888 | ||||||
2025-08-11 | 13F | Mindset Wealth Management, Llc | 2 629 | 80,07 | 666 | 120,93 | ||||
2025-08-08 | 13F | Cercano Management LLC | 41 312 | 10 461 | ||||||
2025-08-14 | 13F | J. Goldman & Co LP | 165 001 | 242,20 | 41 783 | 319,68 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 8 818 | 70,63 | 2 233 | 109,28 | ||||
2025-07-14 | 13F | E&G Advisors, LP | 14 553 | 2,68 | 3 685 | 25,94 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 3 736 | 6,86 | 946 | 31,21 | ||||
2025-08-06 | 13F | OneAscent Family Office, LLC | 2 282 | 1,97 | 1 | |||||
2025-08-04 | 13F | Crescent Sterling, Ltd. | 1 370 | 4,50 | 347 | 28,15 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 39 233 | 69,40 | 9 935 | 107,76 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 42 014 | 72,07 | 10 639 | 111,05 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 52 057 | 94,81 | 13 182 | 138,93 | ||||
2025-07-22 | 13F | Integrated Capital Management, LLC | 1 686 | 1,14 | 0 | |||||
2025-08-14 | 13F | Foronjy Financial Llc | 34 940 | 8 848 | ||||||
2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 220 | 56 | ||||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 22 546 | 0,41 | 5 709 | 23,14 | ||||
2025-07-18 | 13F | jvl associates llc | 9 189 | 0,01 | 2 327 | 22,61 | ||||
2025-08-05 | 13F | Magnolia Capital Advisors Llc | 2 159 | 16,83 | 547 | 43,31 | ||||
2025-05-02 | 13F | BluePointe Capital Management, LLC | 22 404 | 98,90 | 4 626 | 76,63 | ||||
2025-08-14 | 13F | Saudi Central Bank | 425 881 | 107 846 | ||||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 7 292 | 40,69 | 1 847 | 72,52 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 1 874 400 | 18,24 | 474 654 | 45,02 | |||
2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 801 | 203 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 2 805 700 | 47,63 | 710 487 | 81,06 | |||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 21 994 | 9,95 | 5 570 | 34,84 | ||||
2025-07-31 | 13F | Future You Wealth Llc | 912 | 231 | ||||||
2025-08-14 | 13F | Fiduciary Trust Co | 14 462 | 4,87 | 3 662 | 28,63 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 14 151 | 15,22 | 3 583 | 41,34 | ||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 12 640 | 132,52 | 3 201 | 185,20 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 3 798 | 24,77 | 962 | 53,03 | ||||
2025-04-30 | 13F | TradeWell Securities, LLC. | 86 205 | 0,17 | 17 800 | −11,05 | ||||
2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 17 744 | 2,41 | 4 493 | 25,61 | ||||
2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 14 903 | 0,12 | 3 774 | 22,78 | ||||
2025-07-22 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 910 | 230 | ||||||
2025-06-16 | 13F | Peterson Wealth Management | 28 474 | 1,54 | 5 879 | −9,83 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 17 368 | 1,32 | 4 | 33,33 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 16 963 | 2,22 | 4 296 | 25,36 | ||||
2025-08-12 | 13F | Auxano Advisors, LLC | 7 285 | 0,01 | 1 845 | 22,61 | ||||
2025-08-05 | 13F | Key FInancial Inc | 516 | 1,57 | 131 | 25,00 | ||||
2025-08-14 | 13F | Dagco, Inc. | 2 366 | 599 | ||||||
2025-08-14 | 13F | Hancock Whitney Corp | 925 | 234 | ||||||
2025-08-28 | NP | ICSIX - Dynamic U.S. Opportunity Fund Class I | 97 645 | 120,83 | 24 727 | 170,85 | ||||
2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 6 814 | 9,08 | 1 726 | 33,82 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 2 797 050 | 8,25 | 708 | 32,83 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 3 176 | 18,33 | 804 | 45,13 | ||||
2025-07-18 | 13F | Parkside Investments, LLC | 62 717 | 22,75 | 15 882 | 50,53 | ||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 11 454 | 6,96 | 3 | 0,00 | ||||
2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 42 360 | 0,90 | 10 727 | 23,74 | ||||
2025-07-30 | 13F | Capital Wealth Alliance, LLC | 1 947 | 493 | ||||||
2025-08-13 | 13F | Smith, Moore & Co. | 3 820 | 0,03 | 967 | 22,72 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 9 366 | 0,79 | 2 372 | 23,62 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 7 949 | 0,24 | 2 013 | 22,91 | ||||
2025-08-05 | 13F | Gruss & Co., LLC | 1 500 | 50,00 | 380 | 83,98 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 38 836 | 2,80 | 9 835 | 26,08 | ||||
2025-07-22 | 13F | Hrc Wealth Management, Llc | 2 904 | 0,45 | 735 | 23,32 | ||||
2025-08-11 | 13F | Gr Financial Group, Llc | 33 437 | 8 467 | ||||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 1 758 | 445 | ||||||
2025-07-15 | 13F | Retireful, LLC | 9 707 | 2 458 | ||||||
2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 15 659 | 3 965 | ||||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 10 651 | 21,39 | 2 697 | 48,92 | ||||
2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 23 391 | 1,20 | 5 923 | 24,12 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 12 475 | 1,96 | 2 576 | −9,46 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 1 778 | 622,76 | 450 | 800,00 | ||||
2025-08-06 | 13F | Bonfire Financial | 65 111 | 6,71 | 16 488 | 30,88 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 15 995 | 79,38 | 4 051 | 95,37 | ||||
2025-07-15 | 13F | Affinity Wealth Management Llc | 1 144 | 4,67 | 290 | 28,44 | ||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 595 | 91,94 | 151 | 134,38 | ||||
2025-07-14 | 13F | Whitener Capital Management, Inc. | 4 227 | 4,11 | 1 070 | 27,68 | ||||
2025-07-21 | 13F | Wallington Asset Management, LLC | 806 | 204 | ||||||
2025-08-05 | 13F | Huntington National Bank | 23 250 | 17,01 | ||||||
2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 954 | 242 | ||||||
2025-07-21 | 13F | Ashton Thomas Securities, Llc | 11 547 | 25,95 | 2 924 | 54,46 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 350 042 | 7,17 | 88 641 | 31,44 | ||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 581 | 147 | ||||||
2025-07-30 | 13F | Wbh Advisory Inc | 129 097 | 3,67 | 32 691 | 27,14 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 36 325 | 22,08 | 9 199 | 49,73 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 91 599 | 16,62 | 23 | 27,78 | ||||
2025-07-30 | 13F | Sonata Capital Group Inc | 11 560 | 1,67 | 3 | 0,00 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 1 617 | 2,67 | 416 | 27,69 | ||||
2025-07-10 | 13F | Shira Ridge Wealth Management | 867 | 220 | ||||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 1 120 | 284 | ||||||
2025-08-13 | 13F | West Chester Capital Advisors, Inc | 5 622 | 16,35 | 1 424 | 42,73 | ||||
2025-07-29 | 13F | United Bank | 36 548 | 1,85 | 9 255 | 24,92 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 8 782 | 1,19 | 2 | 100,00 | ||||
2025-07-11 | 13F | Ullmann Financial Group, Inc. | 2 256 | 0,04 | 571 | 22,80 | ||||
2025-08-07 | 13F | Gryphon Financial Partners LLC | 2 599 | 8,34 | 658 | 32,93 | ||||
2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 1 130 | 286 | ||||||
2025-08-14 | 13F | Point72 Asset Management, L.P. | 137 245 | 5,57 | 34 755 | 29,48 | ||||
2025-08-14 | 13F | Point72 Asset Management, L.P. | Call | 15 100 | 3 824 | |||||
2025-08-14 | 13F | Point72 Asset Management, L.P. | Put | 66 500 | 16 840 | |||||
2025-07-16 | 13F | Newton One Investments LLC | 3 | 1 | ||||||
2025-08-08 | 13F | WP Advisors, LLC | 4 046 | 15,11 | 1 025 | 41,24 | ||||
2025-07-09 | 13F | Divergent Planning, LLC | 1 443 | 365 | ||||||
2025-08-05 | 13F | Elm Partners Management LLC | 10 176 | 552,73 | 2 577 | 702,49 | ||||
2025-07-23 | 13F | WestEnd Advisors, LLC | 2 157 764 | 10,89 | 546 418 | 36,00 | ||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 13 291 | 0,71 | 3 366 | 23,53 | ||||
2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 22 797 | 3,19 | 5 773 | 26,55 | ||||
2025-08-08 | 13F | Bailard, Inc. | 118 632 | 1,72 | 30 041 | 24,75 | ||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 1 363 | 3,73 | 345 | 27,31 | ||||
2025-08-13 | 13F | Royal Fund Management, LLC | 3 463 | 69,59 | 879 | 108,06 | ||||
2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 3 808 | 0,03 | 964 | 22,65 | ||||
2025-07-24 | 13F | Lokken Investment Group LLC | 872 | 221 | ||||||
2025-07-15 | 13F | Bnc Wealth Management, Llc | 2 292 | 0,26 | 580 | 22,88 | ||||
2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 3 104 | 10,70 | 786 | 35,99 | ||||
2025-07-16 | 13F/A | CX Institutional | 68 758 | 11,01 | 17 | 41,67 | ||||
2025-08-07 | 13F | Factory Mutual Insurance Co | 496 200 | 125 653 | ||||||
2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 3 614 | 16,06 | 915 | 42,52 | ||||
2025-08-04 | 13F | JDM Financial Group LLC | 1 814 | 12,88 | 459 | 38,67 | ||||
2025-08-13 | 13F | 1832 Asset Management L.P. | 805 589 | 58,46 | 203 999 | 94,33 | ||||
2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 10 397 | 24,49 | 2 633 | 52,67 | ||||
2025-08-12 | 13F | BWM Planning, LLC | 1 082 | 0,09 | 274 | 22,87 | ||||
2025-08-08 | 13F | Better Money Decisions, LLC | 791 | 200 | ||||||
2025-08-05 | 13F | Tsfg, Llc | 77 834 | 10,94 | 20 | 35,71 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 57 | 5,56 | 14 | 27,27 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 270 274 | 0,51 | 68 442 | 23,26 | ||||
2025-07-29 | 13F | Pinnacle Wealth Management, LLC | 957 | 242 | ||||||
2025-08-01 | 13F | Purkiss Capital Advisors LLC | 4 663 | 15,14 | 1 181 | 41,15 | ||||
2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 2 603 396 | 61,91 | 659 | 98,49 | ||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 13 577 | 7,31 | 3 438 | 31,62 | ||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 2 846 | 147,69 | 721 | 203,80 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 36 | 500,00 | 9 | 800,00 | ||||
2025-07-18 | 13F | QTR Family Wealth, LLC | 814 | 206 | ||||||
2025-07-29 | 13F | Northeast Investment Management | 2 650 | 1,18 | 671 | 24,26 | ||||
2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 2 732 | 1,86 | 692 | 24,95 | ||||
2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 14 017 | 2,55 | 3 550 | 25,76 | ||||
2025-08-14 | 13F | Geneva Partners, LLC | 1 627 | 1,43 | 412 | 24,47 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 345 | 87 | ||||||
2025-08-14 | 13F | Clg Llc | 998 | 0,20 | 253 | 22,93 | ||||
2025-08-04 | 13F | Carret Asset Management, Llc | 3 574 | 5,43 | 905 | 29,47 | ||||
2025-07-15 | 13F | Wela Strategies, Inc. | 1 667 | 1,96 | 422 | 25,22 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 911 | 231 | ||||||
2025-08-13 | 13F | F/M Investments LLC | 5 256 | 19,48 | 1 331 | 46,59 | ||||
2025-08-13 | 13F | Acorns Advisers, LLC | 10 903 | 17,99 | 3 | 100,00 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 1 483 | 4,58 | 376 | 28,42 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 7 310 | 5,16 | 1 851 | 28,99 | ||||
2025-07-29 | 13F | Lyell Wealth Management, Lp | 18 313 | 5,50 | 4 637 | 29,38 | ||||
2025-08-15 | 13F | Global View Capital Management LLC | 10 768 | 2 727 | ||||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 20 983 | 3,93 | 5 313 | 27,47 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 5 534 255 | 9,31 | 1 401 439 | 34,06 | ||||
2025-07-24 | 13F | Callan Family Office, LLC | 7 756 | 0,45 | 1 964 | 23,21 | ||||
2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 1 325 | 336 | ||||||
2025-07-21 | 13F | Crews Bank & Trust | 30 902 | 0,69 | 7 825 | 23,50 | ||||
2025-08-13 | 13F | American Money Management, LLC | 20 873 | 5,60 | 5 286 | 29,50 | ||||
2025-07-17 | 13F | Stockman Wealth Management, Inc. | 37 750 | 3,23 | 9 559 | 26,61 | ||||
2025-08-08 | 13F | Paragon Capital Management LLC | 1 863 | 24,03 | 472 | 51,94 | ||||
2025-06-26 | NP | SSUS - Day Hagan/Ned Davis Research Smart Sector ETF | 568 297 | 6,15 | 119 325 | −3,44 | ||||
2025-07-29 | 13F | Private Trust Co Na | 9 946 | 2,92 | 2 519 | 26,22 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 450 | 96,51 | 114 | 113,21 | ||||
2025-08-11 | 13F | Capital Square, LLC | 4 108 | 3,79 | 1 051 | 28,64 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 11 158 | 4,98 | 2 802 | 27,67 | ||||
2025-06-30 | NP | NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF | 12 901 | 32,20 | 2 979 | 35,36 | ||||
2025-07-28 | 13F | J.Safra Asset Management Corp | 617 263 | 4,10 | 154 791 | 26,44 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 4 013 | 0,05 | 1 016 | 22,71 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 5 391 | 0,17 | 1 365 | 22,86 | ||||
2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 1 550 | 55,00 | 393 | 90,29 | ||||
2025-08-13 | 13F | Meridian Wealth Partners, LLC | 903 | 229 | ||||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 27 455 | 7 | ||||||
2025-08-14 | 13F | FIL Ltd | 27 065 | 7,20 | 6 854 | 31,46 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 16 299 | 45,06 | 4 128 | 77,89 | ||||
2025-08-13 | 13F | My Purposeful Wealth Corp. | 1 648 | 65,79 | 434 | 111,22 | ||||
2025-08-07 | 13F | Ibex Wealth Advisors | 14 434 | 9,44 | 3 655 | 34,23 | ||||
2025-08-12 | 13F | Ascent Wealth Partners, LLC | 1 992 | 60,65 | 504 | 96,88 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 904 641 | 11,28 | 229 095 | 36,47 | ||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 24 138 | 0,02 | 6 112 | 22,66 | ||||
2025-07-28 | 13F | Twin Tree Management, LP | 306 934 | 77 725 | ||||||
2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 916 | 232 | ||||||
2025-07-18 | 13F | USA Financial Portformulas Corp | 1 693 | 4,31 | 429 | 27,76 | ||||
2025-07-28 | 13F | Davidson Trust Co | 836 | 212 | ||||||
2025-07-22 | 13F | Measured Risk Portfolios, Inc. | 1 644 | 1,67 | 416 | 24,92 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 119 958 | 294,27 | 30 377 | 382,71 | ||||
2025-08-12 | 13F | Private Management Group Inc | 1 153 | 292 | ||||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 10 845 | 8,67 | 2 746 | 33,30 | ||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 5 467 | 3,48 | 1 384 | 26,97 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 26 627 | 15,06 | 6 743 | 41,11 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 4 607 | 1,65 | 1 167 | 24,71 | ||||
2025-08-14 | 13F | Van Den Berg Management I, Inc | 2 | 1 | ||||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 6 360 | 0,59 | 1 610 | 23,37 | ||||
2025-07-29 | 13F | TFC Financial Management | 1 206 | 0,08 | 305 | 22,98 | ||||
2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 439 | 114,15 | 111 | 164,29 | ||||
2025-08-14 | 13F | Atom Investors LP | 10 118 | 2 562 | ||||||
2025-07-30 | 13F | Paragon Financial Partners, Inc. | 7 699 | 0,04 | 1 950 | 22,66 | ||||
2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 12 073 | 3,03 | 3 057 | 26,37 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 35 349 | 373,66 | 8 951 | 480,86 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 7 175 | 8,75 | 1 817 | 33,33 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 942 | 0,64 | 239 | 23,32 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 59 595 | 12,98 | 15 091 | 38,56 | ||||
2025-08-05 | 13F | Centennial Bank/AR/ | 13 769 | 32,62 | 3 487 | 62,67 | ||||
2025-07-23 | 13F | Ti-trust, Inc | 796 | 59,20 | 202 | 336,96 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 62 230 | 1,18 | 15 759 | 24,09 | ||||
2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 1 918 | 16,03 | 486 | 42,23 | ||||
2025-08-05 | 13F | Ring Mountain Capital, LLC | 23 237 | 13,58 | 6 062 | 43,51 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 9 109 | 155,80 | 2 307 | 213,74 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 159 924 | 11,04 | 40 500 | 35,68 | ||||
2025-03-28 | NP | ASPGX - Astor Sector Allocation Fund Class A Shares | 18 557 | 167,08 | 4 283 | 382,32 | ||||
2025-07-29 | 13F | Semitam Bonam Llc | 1 675 | 424 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 126 530 | 84,41 | 32 041 | 126,17 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 15 695 | 306,61 | 3 975 | 398,62 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 7 991 | 34,91 | 2 024 | 65,55 | ||||
2025-08-04 | 13F | Impact Partnership Wealth, LLC | 1 128 | 12,35 | 286 | 37,68 | ||||
2025-07-14 | 13F | CHICAGO TRUST Co NA | 7 425 | 23,15 | 1 880 | 51,13 | ||||
2025-07-31 | 13F | Lee Danner & Bass Inc | 895 | 227 | ||||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 47 014 | 3,71 | 11 905 | 27,19 | ||||
2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 5 896 | 70,80 | 1 493 | 109,69 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 25 542 | 444,49 | 6 564 | 605,70 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 142 532 | 0,93 | 36 093 | 23,79 | ||||
2025-07-18 | 13F | First United Bank Trust/ | 4 556 | 4,62 | 1 154 | 28,25 | ||||
2025-07-21 | 13F | 111 Capital | 6 983 | 1 768 | ||||||
2025-08-12 | 13F | Country Trust Bank | 12 359 | 0,77 | 3 130 | 23,58 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 6 319 | 9,40 | 1 600 | 34,23 | ||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 979 | 248 | ||||||
2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 837 | 212 | ||||||
2025-08-07 | 13F | Midwest Trust Co | 80 701 | 20 436 | ||||||
2025-07-28 | 13F | Allianz Asset Management GmbH | Put | 70 400 | 117,96 | 17 827 | 167,31 | |||
2025-07-18 | 13F | Brueske Advisory Services, LLC | 2 015 | 510 | ||||||
2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 2 471 | 1,44 | 626 | 24,50 | ||||
2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 1 340 | 279 | ||||||
2025-07-15 | 13F | Farrell Financial LLC | 1 420 | 0,14 | 360 | 22,95 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 35 348 | 6,84 | 8 951 | 31,02 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1 966 | 493 | ||||||
2025-08-07 | 13F | Donaldson Capital Management, Llc | 14 042 | 20,08 | 3 556 | 47,27 | ||||
2025-08-07 | 13F | Retirement Solution Inc. | 907 | 230 | ||||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 12 325 | 2,28 | 3 121 | 25,44 | ||||
2025-08-13 | 13F | D L Carlson Investment Group Inc | 13 839 | 8,18 | 3 504 | 32,68 | ||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 2 425 | 4,98 | 614 | 28,99 | ||||
2025-05-15 | 13F | IronBridge Private Wealth, LLC | 20 899 | 9,71 | 4 315 | −2,57 | ||||
2025-07-16 | 13F | Embree Financial Group | 3 037 | 0,13 | 769 | 22,68 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 14 086 | 0,22 | 3 705 | 26,45 | ||||
2025-08-14 | 13F | Bank of Marin | 21 783 | 5 516 | ||||||
2025-08-14 | 13F | IPG Investment Advisors LLC | 1 923 | 3,83 | 487 | 27,23 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 9 747 | 34,98 | 2 468 | 65,53 | ||||
2025-08-28 | NP | CHDEX - Cullen High Dividend Equity Fund Retail Class | 27 100 | 6 863 | ||||||
2025-08-05 | 13F | Sage Capital Management, LLC | 33 804 | 0,79 | 8 561 | 23,63 | ||||
2025-08-05 | 13F | Jessup Wealth Management, Inc | 18 587 | 4 707 | ||||||
2025-08-14 | 13F | First Manhattan Co | 3 672 | 37,48 | 930 | 68,60 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 32 905 | 29,41 | 8 333 | 58,73 | ||||
2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 13 420 | 9,29 | 3 398 | 34,04 | ||||
2025-08-14 | 13F | Talon Private Wealth, LLC | 180 | 46 | ||||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 8 146 | 7,62 | 2 063 | 32,01 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 116 | 29 | ||||||
2025-08-13 | 13F | Quadrature Capital Ltd | 11 345 | 2 872 | ||||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 924 405 | 7,29 | 234 087 | 31,58 | ||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 3 339 | 14,19 | 846 | 40,13 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 50 344 | 3,90 | 12 749 | 27,43 | ||||
2025-08-12 | 13F | Boreal Capital Management LLC | 4 242 | 1 074 | ||||||
2025-08-13 | 13F | Lauer Wealth, LLC | 1 235 | 326 | ||||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 7 608 | 31,58 | 1 813 | 51,89 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 125 750 | 6,03 | 31 844 | 30,03 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 388 | 1,84 | 98 | 25,64 | ||||
2025-07-08 | 13F | Moulton Wealth Management, Inc | 9 738 | 2 502 | ||||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 17 437 | 8,34 | 4 591 | 38,16 | ||||
2025-08-04 | 13F | Analyst IMS Investment Management Services Ltd. | 46 309 | 7,77 | 12 | 37,50 | ||||
2025-06-27 | NP | MAPP - Harbor Multi-Asset Explorer ETF | 946 | 215,33 | 199 | 186,96 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 4 957 | 7,90 | 1 255 | 32,38 | ||||
2025-08-14 | 13F | Millennium Management Llc | Put | 1 970 200 | 21,06 | 498 914 | 48,47 | |||
2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 5 416 | 1,71 | 1 372 | 10,74 | ||||
2025-07-02 | 13F | Neville Rodie & Shaw Inc | 853 | 0 | ||||||
2025-08-04 | 13F | Eubel Brady & Suttman Asset Management Inc | 927 | 0 | ||||||
2025-08-15 | 13F | Morgan Stanley | 11 983 918 | 22,01 | 3 034 688 | 49,63 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 298 694 | 2 340,71 | 75 638 | 2 894,38 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 24 500 | 76,12 | 6 204 | 116,02 | ||||
2025-07-30 | 13F | Private Capital Advisors, Inc. | 1 813 | 0,17 | 459 | 23,06 | ||||
2025-07-10 | 13F | Oldfather Financial Services, LLC | 3 506 | 37,01 | 888 | 67,99 | ||||
2025-08-14 | 13F | First Foundation Advisors | 2 613 | 0,38 | 662 | 23,09 | ||||
2025-08-06 | 13F | Convergence Financial, LLC | 58 891 | 12,64 | 14 913 | 38,14 | ||||
2025-07-16 | 13F | Moneywise, Inc. | 17 271 | 4 373 | ||||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 25 846 | 0,36 | 6 545 | 23,10 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 16 019 | 5,01 | 4 057 | 28,84 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 12 579 | 57,53 | 3 186 | 93,26 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 19 178 | 0,17 | 4 856 | 22,84 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 235 142 | 8,23 | 59 545 | 32,73 | ||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 396 | 100 | ||||||
2025-08-04 | 13F | Spire Wealth Management | 62 090 | 4,25 | 15 723 | 27,85 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 6 828 | 11,97 | 1 729 | 37,33 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 168 991 | 21,08 | 42 794 | 48,49 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 230 900 | 4,01 | 57 903 | 26,38 | |||
2025-04-30 | 13F | J Hagan Capital, Inc. | 1 176 | 273 | ||||||
2025-08-18 | 13F | Wolverine Trading, Llc | 215 853 | 1 971,72 | 54 129 | 2 417,63 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 376 000 | 35,69 | 94 290 | 64,88 | |||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 2 530 | 2,35 | 641 | 25,49 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | Put | 4 500 | 1 140 | |||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 3 376 | 7,79 | 855 | 32,20 | ||||
2025-07-29 | 13F | Novare Capital Management Llc | 16 159 | 76,87 | 4 092 | 116,91 | ||||
2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 12 053 | 12,21 | 3 052 | 37,66 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 34 156 | 6,56 | 8 649 | 30,69 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 3 238 | 25,26 | 820 | 53,66 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 44 418 | 1,70 | 11 248 | 24,72 | ||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 6 320 | 1,40 | 1 601 | 24,32 | ||||
2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 2 631 | 6,73 | 666 | 28,82 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 36 572 | 6,99 | 9 261 | 31,21 | ||||
2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 550 000 | 139 276 | ||||||
2025-08-13 | 13F | Allegheny Financial Group LTD | 950 | 241 | ||||||
2025-07-15 | 13F | Clarus Group, Inc. | 1 553 | 0,06 | 393 | 22,81 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 5 915 | 22,85 | 1 498 | 50,60 | ||||
2025-07-09 | 13F | Byrne Asset Management LLC | 667 | 38,10 | ||||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 862 | 218 | ||||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 4 180 | 6,99 | 1 059 | 31,27 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 800 | 203 | ||||||
2025-08-13 | 13F | Orleans Capital Management Corp/la | 35 803 | 1,00 | 9 066 | 23,87 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13 495 | 0,52 | 3 417 | 23,36 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3 424 | 68,92 | 867 | 107,42 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 1 261 | 2,44 | 260 | −9,09 | ||||
2025-08-11 | 13F | Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 355 800 | 41,87 | 90 | 76,47 | ||||
2025-07-10 | 13F | Sky Investment Group LLC | 414 | 22,49 | ||||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | Call | 6 931 | 277,30 | 175 514 | 362,73 | |||
2025-08-14 | 13F | CIBC World Markets Inc. | 86 940 | 6,45 | 22 016 | 30,55 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 74 490 | 5,15 | 18 863 | 28,95 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 108 376 | 8,68 | 27 444 | 33,29 | ||||
2025-07-22 | 13F/A | Kingstone Capital Partners Texas, LLC | 18 908 | 14,71 | 4 786 | 40,56 | ||||
2025-08-01 | 13F | Vision Financial Markets Llc | 165 | 0,61 | 42 | 24,24 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 1 162 | 45,98 | 294 | 79,27 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 1 030 | 0,10 | 265 | 32,00 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 911 | 231 | ||||||
2025-08-11 | 13F | Sykon Capital Llc | 55 946 | 14 167 | ||||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | Put | 11 944 | 80,61 | 302 458 | 121,51 | |||
2025-08-11 | 13F | Regal Investment Advisors LLC | 15 850 | 15,21 | 4 014 | 41,30 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | Put | 5 000 | 1 266 | |||||
2025-07-30 | 13F | Forum Financial Management, LP | 8 624 | 17,62 | 2 184 | 44,28 | ||||
2025-08-14 | 13F | Cibc World Markets Corp | 7 962 | 2 016 | ||||||
2025-08-27 | 13F | Cypress Capital Advisors, LLC | 4 584 | 4,09 | 1 161 | 27,61 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 220 | 56 | ||||||
2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 5 515 | 21,34 | 1 397 | 48,83 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 4 116 | 2,82 | 1 042 | 26,15 | ||||
2025-07-22 | 13F | Accel Wealth Management | 1 668 | 11,50 | 422 | 37,01 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 6 549 | 0,68 | 1 659 | 23,45 | ||||
2025-07-18 | 13F | Fmb Wealth Management | 809 | 205 | ||||||
2025-08-27 | NP | Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio | 247 589 | 8,00 | 62 697 | 32,46 | ||||
2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 4 071 | 0,32 | 1 031 | 23,06 | ||||
2025-07-17 | 13F | Smith, Salley & Associates | 3 613 | 96,47 | 915 | 141,16 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 47 195 | 7,11 | 11 951 | 31,37 | ||||
2025-07-02 | 13F | Doliver Advisors, Lp | 868 | 220 | ||||||
2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 900 | 228 | ||||||
2025-05-14 | 13F | Heritage Wealth Partners, LLC | 3 385 | 10,62 | 699 | −1,83 | ||||
2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 24 767 | 6 272 | ||||||
2025-07-15 | 13F | Mather Group, Llc. | 5 048 | 43,45 | 1 278 | 76,03 | ||||
2025-07-24 | 13F | Total Wealth Planning & Management, Inc. | 5 432 | 107,57 | 1 376 | 154,63 | ||||
2025-08-14 | 13F | Harmony Asset Management Llc | 1 735 | 36,51 | 439 | 67,56 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 4 705 862 | 27 205,69 | 19 | −99,49 | ||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 3 859 | 51,39 | 977 | 85,74 | ||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 1 253 | 9,82 | 329 | 38,98 | ||||
2025-08-05 | 13F | Next Capital Management LLC | 3 971 | 4,12 | 1 006 | 27,70 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 28 247 | 29,52 | 7 153 | 58,85 | ||||
2025-08-11 | 13F | Cladis Investment Advisory, LLC | 11 697 | 2,68 | 2 962 | 25,89 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 7 638 | 4,82 | 1 934 | 28,59 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 849 | 215 | ||||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 46 025 | 15,52 | 11 551 | 39,39 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 3 825 | 0,13 | 969 | 22,84 | ||||
2025-08-13 | 13F | Dana Investment Advisors, Inc. | 4 174 | 10,89 | 1 057 | 35,91 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 2 135 | 3,69 | 536 | 25,88 | ||||
2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 163 345 | 0,37 | 41 364 | 23,10 | ||||
2025-07-24 | 13F | Agate Pass Investment Management, LLC | 12 085 | 0,51 | 3 060 | 23,29 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 1 515 | 51,20 | 384 | 85,92 | ||||
2025-08-07 | 13F | King Luther Capital Management Corp | 1 585 | 33,45 | ||||||
2025-07-23 | 13F | Charter Trust Co | 471 736 | 0,74 | 119 458 | 23,55 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 15 618 | 0,13 | 3 955 | 22,80 | ||||
2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 858 | 217 | ||||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 1 577 | 1,15 | 399 | 24,30 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 14 782 | 1,52 | 3 743 | 24,52 | ||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 10 637 | 0,42 | 2 694 | 23,14 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 2 404 | 40,91 | 609 | 72,73 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 9 632 | 64,82 | 2 439 | 102,24 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 7 417 | 1 861 | ||||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 42 651 | 0,60 | 10 800 | 23,39 | ||||
2025-07-08 | 13F | Boltwood Capital Management | 26 667 | 4,61 | 6 753 | 28,29 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 32 920 | 21,03 | 8 336 | 48,43 | ||||
2025-07-31 | 13F | DDD Partners, LLC | 8 900 | 1,02 | 2 254 | 23,86 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 39 663 | 39,10 | 10 044 | 70,60 | ||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 20 586 | 8,27 | 5 213 | 32,79 | ||||
2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 4 191 | 3,66 | 1 061 | 27,22 | ||||
2025-07-28 | 13F | Nadler Financial Group, Inc. | 5 006 | 7,52 | 1 268 | 31,84 | ||||
2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 36 546 | 0,76 | 9 | 28,57 | ||||
2025-08-06 | 13F | Mcrae Capital Management Inc | 829 | 210 | ||||||
2025-08-14 | 13F | Paloma Partners Management Co | 39 248 | 9 939 | ||||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 1 635 | 31,54 | 414 | 61,33 | ||||
2025-07-16 | 13F | Rezny Wealth Management, Inc. | 92 000 | 1,72 | 23 297 | 24,76 | ||||
2025-07-30 | 13F | Paul Damon & Associates, Inc. | 3 838 | 0,37 | 972 | 23,07 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 35 414 | 3 001,05 | 8 968 | 3 715,74 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 835 473 | 0,04 | 211 567 | 22,68 | ||||
2025-07-08 | 13F | Northstar Advisory Group, LLC | 13 571 | 3 437 | ||||||
2025-07-11 | 13F | Petredis Investment Advisors Llc | 141 609 | 2,50 | 35 860 | 25,71 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 11 195 015 | 0,43 | 2 834 914 | 23,17 | ||||
2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 5 624 | 4,32 | 1 424 | 27,94 | ||||
2025-07-30 | 13F | Roman Butler Fullerton & Co | 2 730 | 715 | ||||||
2025-08-12 | 13F | Virtu Financial LLC | 21 885 | 108,41 | 6 | 150,00 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 1 037 | 263 | ||||||
2025-07-24 | 13F | Copperwynd Financial, LLC | 984 | 249 | ||||||
2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 5 779 | 72,56 | 1 463 | 111,72 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 69 774 | 0,20 | 17 669 | 22,88 | ||||
2025-07-07 | 13F | First Citizens Financial Corp | 9 481 | 164,39 | 2 401 | 224,32 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 4 512 | 41,31 | 1 142 | 73,29 | ||||
2025-08-13 | 13F | Kuhn & Co Investment Counsel | 2 144 | 2,98 | 543 | 26,34 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 452 | 93 | ||||||
2025-08-01 | 13F | Private Wealth Partners, LLC | 2 817 | 0,86 | 713 | 23,78 | ||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 1 545 | 54,50 | 391 | 89,81 | ||||
2025-07-18 | 13F | BCU Wealth Advisors, LLC | 896 | 227 | ||||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 1 737 | 9,31 | 440 | 33,84 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 23 307 | 6,49 | 5 902 | 30,60 | ||||
2025-07-07 | 13F | Fox Hill Wealth Management | 1 107 | 0,64 | 280 | 23,35 | ||||
2025-08-14 | 13F | Investmark Advisory Group LLC | 3 350 | 0,18 | 848 | 22,90 | ||||
2025-05-20 | 13F | Blue Rock Wealth Management LLC | 5 391 | 31,20 | 1 113 | 16,54 | ||||
2025-07-25 | 13F | Cwm, Llc | 578 315 | 18,00 | 146 | 44,55 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 1 422 | 360 | ||||||
2025-07-30 | 13F | Phoenix Holdings Ltd. | 451 761 | 169,99 | 114 396 | 231,14 | ||||
2025-07-28 | 13F | Hudson Capital Management LLC | 1 871 | 474 | ||||||
2025-07-28 | 13F | Innova Wealth Partners | 20 181 | 1 396,00 | 5 110 | 1 738,13 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 2 755 | 9,20 | 569 | −3,07 | ||||
2025-08-14 | 13F | Mairs & Power Inc | 4 246 | 1,41 | 1 075 | 24,42 | ||||
2025-07-09 | 13F | Channel Wealth Llc | 18 969 | 19,99 | 4 804 | 47,15 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 7 300 | 558,25 | 1 849 | 710,53 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 9 491 | 9,91 | 2 403 | 34,85 | ||||
2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 1 305 | 336 | ||||||
2025-05-29 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 1 005 | 1,21 | 254 | 23,90 | ||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 1 323 | 335 | ||||||
2025-07-23 | 13F | Stonegate Investment Group, LLC | 2 360 | 8,66 | 598 | 33,26 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 987 747 | 106,04 | 250 128 | 152,69 | ||||
2025-07-08 | 13F | Parisi Gray Wealth Management | 4 963 | 0,04 | 1 257 | 22,66 | ||||
2025-08-14 | 13F | Point72 (DIFC) Ltd | Call | 1 100 | 37,50 | 279 | 68,48 | |||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 981 | 0,05 | 502 | 22,79 | ||||
2025-08-14 | 13F | Point72 (DIFC) Ltd | Put | 3 200 | 810 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 12 926 120 | 0,36 | 3 273 281 | 23,08 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 4 985 | 0,16 | 1 262 | 22,88 | ||||
2025-07-22 | 13F | Chung Wu Investment Group, LLC | 158 | 40 | ||||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 9 450 | 0,20 | 2 393 | 22,91 | ||||
2025-05-29 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-29 | 13F | Mezzasalma Advisors, LLC | 16 367 | 2,81 | 4 145 | 26,11 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 144 862 | 7,27 | 36 683 | 31,57 | ||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 30 613 | 15,73 | 7 752 | 41,95 | ||||
2025-07-11 | 13F | Phillips Wealth Planners LLC | 8 042 | 3,46 | 2 061 | 33,74 | ||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 44 477 | 5,05 | 11 263 | 28,84 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 44 627 | 15,74 | 11 301 | 41,95 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 106 842 | 13,67 | 27 055 | 39,39 | ||||
2025-08-01 | 13F | Yukon Wealth Management, Inc. | 5 762 | 5,53 | 1 459 | 29,46 | ||||
2025-08-14 | 13F | Man Group plc | 4 138 | 600,17 | 1 048 | 758,20 | ||||
2025-08-11 | 13F | Slagle Financial, LLC | 1 787 | 0,06 | 452 | 22,83 | ||||
2025-07-21 | 13F | Financial Services Advisory Inc | 21 760 | 478,42 | 5 510 | 610,05 | ||||
2025-08-07 | 13F | Accent Capital Management, LLC | 20 | 6 | ||||||
2025-06-26 | NP | CLSM - Cabana Target Leading Sector Moderate ETF | 178 249 | 520,06 | 37 427 | 464,07 | ||||
2025-07-31 | 13F | University Of Texas/texas Am Investment Managment Co | 4 426 | 4,63 | 1 121 | 28,29 | ||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 3 485 | 0,09 | 883 | 22,84 | ||||
2025-07-17 | 13F | San Luis Wealth Advisors LLC | 20 726 | 2,00 | 5 | 25,00 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 3 399 | 158,87 | 861 | 217,34 | ||||
2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 31 147 | 68,58 | 7 887 | 106,79 | ||||
2025-08-14 | 13F | Aldebaran Financial Inc. | 1 431 | 0,35 | 362 | 23,13 | ||||
2025-07-16 | 13F | Spirepoint Private Client, Llc | 54 565 | 1,44 | 13 817 | 24,41 | ||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 2 525 | 1,53 | 639 | 24,56 | ||||
2025-08-06 | 13F | 360 Financial, Inc. | 1 000 | 0,10 | 253 | 22,82 | ||||
2025-08-12 | 13F | LPL Financial LLC | Put | 10 800 | 414,29 | 2 735 | 531,41 | |||
2025-07-10 | 13F | Legacy Financial Strategies, LLC | 1 218 | 4,46 | 308 | 28,33 | ||||
2025-08-11 | 13F | Platform Technology Partners | 2 591 | 19,95 | 656 | 47,09 | ||||
2025-08-12 | 13F | LPL Financial LLC | Call | 2 500 | 633 | |||||
2025-08-12 | 13F | LPL Financial LLC | 7 580 637 | 2,55 | 1 919 645 | 25,77 | ||||
2025-07-23 | NP | XAIX - Xtrackers Artificial Intelligence and Big Data ETF | 1 900 | 439 | ||||||
2025-07-09 | 13F | Bulwark Capital Corp | 485 | 123 | ||||||
2025-07-15 | 13F | Fifth Third Bancorp | 397 331 | 3,10 | 100 616 | 26,44 | ||||
2025-07-08 | 13F | Ptm Wealth Management, Llc | 85 781 | 8,90 | 22 042 | 55,70 | ||||
2025-07-18 | 13F | Midwest Financial Group LLC | 970 | 246 | ||||||
2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 895 | 227 | ||||||
2025-08-11 | 13F | One Capital Management, LLC | 8 098 | 3,25 | 2 051 | 26,62 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 89 594 | 24,39 | 22 688 | 52,55 | ||||
2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 13 601 | 45,25 | 3 444 | 78,17 | ||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 4 422 | 5,87 | 1 120 | 29,93 | ||||
2025-07-15 | 13F | Xcel Wealth Management, LLC | 4 573 | 7,27 | 1 158 | 31,59 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 54 667 | 1,54 | 13 843 | 24,53 | ||||
2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 3 887 | 21,96 | 975 | 48,25 | ||||
2025-07-24 | 13F | Blair William & Co/il | 98 115 | 32,46 | 24 846 | 62,45 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 52 902 | 797,40 | 13 396 | 1 000,74 | ||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 900 | 228 | ||||||
2025-07-28 | 13F | Mutual Advisors, LLC | 62 938 | 0,47 | 16 489 | 26,28 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 647 | 16,58 | 0 | |||||
2025-08-12 | 13F | GDS Wealth Management | 1 271 | 6,18 | 322 | 29,96 | ||||
2025-08-08 | 13F | Avalon Trust Co | 2 441 | 69,40 | 618 | 108,08 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 635 | 27,83 | 1 174 | 56,82 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 26 613 | 22,81 | 6 739 | 50,63 | ||||
2025-07-01 | 13F | Private Client Services, Llc | 3 860 | 43,39 | 977 | 76,04 | ||||
2025-08-12 | 13F | Trexquant Investment LP | 2 018 | 90,74 | 511 | 134,40 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 18 756 | 2,99 | 4 750 | 26,30 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 34 087 | 49,06 | 8 632 | 82,82 | ||||
2025-08-14 | 13F | Sig Brokerage, Lp | Call | 7 800 | 1 975 | |||||
2025-08-14 | 13F | Sig Brokerage, Lp | Put | 12 800 | 3 241 | |||||
2025-04-29 | NP | OCIO - ClearShares OCIO ETF | 35 103 | 1,16 | 7 917 | −2,39 | ||||
2025-08-12 | 13F | Holderness Investments Co | 2 210 | 2,84 | 560 | 26,19 | ||||
2025-08-19 | NP | GARTX - Goldman Sachs Absolute Return Tracker Fund Class A | 737 300 | 5,34 | 186 706 | 29,19 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 7 601 | 1,44 | 1 925 | 24,37 | ||||
2025-08-05 | 13F | Telos Capital Management, Inc. | 829 | 210 | ||||||
2025-07-18 | 13F | Northeast Financial Group, Inc. | 2 313 | 1,58 | 586 | 24,47 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 794 | 11,20 | 201 | 36,73 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 10 275 | 2,30 | 2 602 | 25,47 | ||||
2025-08-07 | 13F | Fox Financial, Inc | 54 266 | 0,84 | 13 742 | 23,67 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 6 675 | 4,59 | 1 690 | 28,32 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 2 687 | 33,02 | 680 | 63,07 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 6 250 | 1,00 | 1 583 | 23,88 | ||||
2025-07-15 | 13F | Peddock Capital Advisors, Llc | 15 637 | 11,58 | 3 960 | 36,85 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 5 084 | 32,12 | 1 287 | 62,09 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 35 622 | 9 020 | ||||||
2025-06-26 | NP | TDSC - Cabana Target Drawdown 10 ETF | 117 887 | 165,80 | 24 753 | 141,81 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 1 041 | 0,19 | 264 | 22,90 | ||||
2025-08-13 | 13F | Daner Wealth Management, LLC | 5 323 | 0,11 | 1 428 | 15,64 | ||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 34 039 | 4,50 | 8 620 | 28,16 | ||||
2025-07-11 | 13F | Busey Wealth Management | 7 604 | 7,87 | 1 926 | 32,30 | ||||
2025-07-21 | 13F | Ntv Asset Management Llc | 6 260 | 1,36 | 1 585 | 24,31 | ||||
2025-08-13 | 13F | HAP Trading, LLC | 12 849 | 3 254 | ||||||
2025-07-14 | 13F | Signature Securities Group Corporation | 13 212 | 2,62 | 3 346 | 25,85 | ||||
2025-07-21 | 13F | Jmac Enterprises Llc | 31 725 | 22,26 | 8 034 | 49,95 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 8 756 | 22,82 | 2 217 | 50,61 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 51 385 | 3,93 | 13 012 | 27,46 | ||||
2025-07-14 | 13F | Foster Group, Inc. | 809 | 205 | ||||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 11 824 | 12,08 | 3 | 0,00 | ||||
2025-08-08 | 13F | D'Orazio & Associates, Inc. | 1 082 | 2,56 | 274 | 26,27 | ||||
2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 2 880 | 577 | ||||||
2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 17 350 | 4,75 | 4 393 | 28,45 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 339 865 | 5,71 | 86 064 | 29,64 | ||||
2025-08-14 | 13F | Optiver Holding B.V. | 784 | 199 | ||||||
2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 1 052 | 3,54 | 266 | 27,27 | ||||
2025-08-14 | 13F | Colony Group, LLC | 1 629 679 | 16,66 | 412 684 | 43,08 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 3 | 1 | ||||||
2025-07-17 | 13F | Presper Financial Architects, LLC | 66 645 | 17 | ||||||
2025-07-29 | 13F | FLC Capital Advisors | 2 798 | 709 | ||||||
2025-08-08 | 13F | Intrua Financial, LLC | 120 393 | 1,79 | 30 487 | 24,83 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 19 513 | 1,67 | 4 941 | 24,71 | ||||
2025-07-15 | 13F | Maseco Llp | 1 688 | 427 | ||||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 6 970 | 7,76 | 1 765 | 32,21 | ||||
2025-07-17 | 13F | Heritage Investment Group, Inc. | 859 | 218 | ||||||
2025-07-29 | 13F | Rodgers & Associates, LTD | 1 317 | 334 | ||||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 3 489 | 0,14 | 884 | 22,81 | ||||
2025-07-17 | 13F | Spartan Planning & Wealth Management | 4 433 | 1 123 | ||||||
2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 5 661 | 13,02 | 1 434 | 22,69 | ||||
2025-08-13 | 13F | Empire Financial Management Company, LLC | 4 143 | 0,24 | 1 049 | 22,98 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 42 643 | 2,02 | 10 798 | 25,12 | ||||
2025-04-29 | 13F | Hm Payson & Co | 2 289 | 9,21 | 473 | −3,08 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 3 690 | 2,84 | 934 | 26,22 | ||||
2025-09-03 | 13F | American Trust | 4 183 | 1 059 | ||||||
2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 1 185 | 0,17 | 300 | 22,54 | ||||
2025-07-25 | 13F | Libra Wealth Llc | 1 975 | 97,50 | 500 | 142,72 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 291 615 | 6,49 | 73 846 | 30,60 | ||||
2025-08-12 | 13F | Cornerstone Select Advisors, LLC | 820 | 208 | ||||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 3 341 | 6,78 | 846 | 30,96 | ||||
2025-08-14 | 13F | Toronto Dominion Bank | 268 | 49,72 | 68 | 86,11 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 2 580 | 0,12 | 653 | 22,74 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 150 745 | 0,27 | 38 173 | 22,97 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 10 025 | 143,27 | 2 539 | 198,59 | ||||
2025-08-13 | 13F | Leuthold Group, Llc | 38 893 | 10,63 | 9 849 | 35,67 | ||||
2025-08-04 | 13F | Atria Investments Llc | 104 180 | 31,33 | 26 382 | 61,07 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 37 235 | 29,81 | 9 429 | 59,22 | ||||
2025-08-07 | 13F | Summit X, LLC | 2 192 | 0,97 | 555 | 23,88 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 3 588 | 52,88 | 909 | 87,60 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 918 | 233 | ||||||
2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 1 032 | 1,18 | 261 | 24,29 | ||||
2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 7 236 | 50,56 | 1 832 | 84,68 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 2 731 | 13,93 | 692 | 39,88 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 241 | 11,06 | 61 | 38,64 | ||||
2025-08-07 | 13F | Commerce Bank | 184 475 | 2,61 | 46 715 | 25,84 | ||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 2 447 | 50,21 | 620 | 84,23 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 59 209 | 0,17 | 14 993 | 22,84 | ||||
2025-08-05 | 13F | Financial Sense Advisors, Inc. | 9 091 | 3,79 | 2 302 | 27,32 | ||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 0 | 0 | ||||||
2025-08-08 | 13F | Horizon Family Wealth, Inc. | 5 376 | 0,17 | 1 361 | 22,83 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 14 648 | 80,04 | 3 709 | 120,91 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 3 335 | 213,15 | 845 | 285,39 | ||||
2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 12 423 | 4,31 | 3 146 | 27,90 | ||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 21 132 | 3,66 | 5 | 25,00 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 98 635 | 25,09 | 24 977 | 53,41 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 3 145 | 20,92 | 796 | 48,51 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 180 389 | 0,44 | 45 680 | 23,19 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | Call | 6 700 | 1 697 | |||||
2025-07-14 | 13F | Lewis Asset Management, LLC | 3 574 | 39,72 | 905 | 71,21 | ||||
2025-08-14 | 13F | Redwood Financial Network Corp | 15 278 | 0,14 | 3 869 | 22,79 | ||||
2025-07-21 | 13F | Washington Growth Strategies Llc | 17 825 | 8 552,91 | 5 | 33,33 | ||||
2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 35 571 | 7,85 | 9 008 | 32,28 | ||||
2025-07-15 | 13F | Graypoint LLC | 243 544 | 34,81 | 61 673 | 65,34 | ||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 176 | 0,57 | 44 | 22,22 | ||||
2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 3 714 | 198,79 | 940 | 267,19 | ||||
2025-08-11 | 13F | Tamar Securities, LLC | 48 882 | 1,82 | 12 378 | 24,88 | ||||
2025-07-08 | 13F | Ehrlich Financial Group | 20 688 | 35,85 | 5 239 | 66,60 | ||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 141 | 0,71 | 36 | 20,69 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | Put | 248 500 | 29,09 | 62 928 | 58,32 | |||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 198 | 50 | ||||||
2025-07-16 | 13F | Ayalon Holdings Ltd. | 126 567 | 0,15 | 32 | 23,08 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | Call | 261 000 | 66 093 | |||||
2025-05-13 | 13F | CacheTech Inc. | 24 296 | 5 017 | ||||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 5 220 | 5,50 | 1 322 | 29,38 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 3 278 | 0,40 | 830 | 23,15 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 17 250 | 47,40 | 4 368 | 80,79 | ||||
2025-07-18 | 13F | Vicus Capital | 2 121 | 0,05 | 537 | 22,88 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 3 510 145 | 91,37 | 888 874 | 134,69 | ||||
2025-07-29 | 13F | Crux Wealth Advisors | 1 297 | 0,15 | 329 | 22,85 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 99 087 | 22 678,62 | 25 092 | 28 092,13 | ||||
2025-08-07 | 13F | LOM Asset Management Ltd | 705 | 0 | ||||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 14 079 | 5,04 | 3 565 | 28,79 | ||||
2025-08-14 | 13F | Circle Wealth Management, LLC | 66 073 | 9,15 | 16 732 | 33,87 | ||||
2025-04-18 | 13F | Wolf Group Capital Advisors | 4 632 | 52,62 | 956 | 81,40 | ||||
2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 10 541 | 4,51 | 2 669 | 28,19 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 1 241 | 9,63 | 314 | 34,76 | ||||
2025-07-23 | 13F | Nelson Capital Management, LLC | 65 072 | 0,95 | 16 478 | 23,80 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 293 | 0,34 | 0 | |||||
2025-07-28 | 13F | Lunt Capital Management, Inc. | 4 806 | 1 217 | ||||||
2025-08-12 | 13F | Stelac Advisory Services LLC | 44 585 | 581,21 | 11 293 | 735,83 | ||||
2025-08-14 | 13F | Prestige Wealth Management Group LLC | 27 344 | 1,01 | 6 924 | 23,89 | ||||
2025-07-29 | 13F | Ballast, Inc. | 23 703 | 6 002 | ||||||
2025-08-14 | 13F | Horizon Investments, LLC | 73 130 | 11,02 | 18 519 | 36,15 | ||||
2025-08-07 | 13F/A | Curat Global, LLC | 29 270 | 72,55 | 7 412 | 111,65 | ||||
2025-08-11 | 13F | Citigroup Inc | Put | 165 000 | 312,50 | 41 783 | 405,90 | |||
2025-07-09 | 13F | Fjell Capital, LLC | 4 356 | 4,34 | 1 103 | 27,96 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 17 991 | 1 149,38 | 5 | |||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 299 | 36,53 | 76 | 66,67 | ||||
2025-08-14 | 13F | Maven Securities LTD | 28 451 | 7 205 | ||||||
2025-07-11 | 13F | LongView Wealth Management | 838 | 212 | ||||||
2025-07-15 | 13F | McAdam, LLC | 3 464 | 36,32 | 877 | 67,37 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 32 150 | 2,32 | 8 141 | 25,50 | ||||
2025-08-14 | 13F | Jain Global LLC | Put | 2 196 000 | 998,00 | 556 093 | 1 246,60 | |||
2025-08-13 | 13F | Mcmorgan & Co Llc | 54 369 | 0,88 | 13 768 | 23,71 | ||||
2025-08-12 | 13F | Cadence Wealth Management LLC | 1 560 | 17,21 | 395 | 44,16 | ||||
2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 2 650 | 17,78 | 1 | |||||
2025-07-28 | 13F | Baker Boyer National Bank | 1 251 | 317 | ||||||
2025-08-14 | 13F | Monetary Management Group Inc | 7 480 | 2,47 | 1 894 | 25,68 | ||||
2025-08-11 | 13F | Citigroup Inc | 686 353 | 98,21 | 173 805 | 143,09 | ||||
2025-07-10 | 13F | Jackson Square Capital, Llc | 4 834 | 26,74 | 1 224 | 55,53 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 21 702 | 37,46 | 5 495 | 68,61 | ||||
2025-07-29 | 13F | Altus Wealth Group LLC | 6 555 | 4,78 | 1 660 | 28,58 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 101 179 | 24,29 | 25 622 | 52,42 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 3 526 | 21,17 | 893 | 48,67 | ||||
2025-08-08 | NP | QMLFX - Quantified Market Leaders Fund Investor Class Shares | 16 122 | 4 083 | ||||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 113 | 1 514,29 | 29 | 2 700,00 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 31 527 | 1,62 | 6 550 | −9,07 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 1 774 | 0,17 | 449 | 23,01 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 509 | 22,36 | 129 | 50,59 | ||||
2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 1 523 | 21,16 | 400 | 54,44 | ||||
2025-08-14 | 13F | KKM Financial LLC | 19 372 | 3,33 | 5 018 | 25,14 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 1 368 | 18,65 | 347 | 45,38 | ||||
2025-08-13 | 13F | Dai-ichi Life Holdings, Inc. | 8 300 | 2,47 | 2 093 | 25,12 | ||||
2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 9 069 | 0,83 | 1 873 | −11,03 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 1 202 | 5,07 | 304 | 28,81 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 280 728 | 4,27 | 71 089 | 27,88 | ||||
2025-04-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 6 056 | 20,61 | 1 366 | 16,37 | ||||
2025-07-10 | 13F | Affiance Financial, LLC | 1 730 | 438 | ||||||
2025-07-11 | 13F | Elk River Wealth Management, LLC | 14 861 | 4,10 | 3 763 | 27,69 |