Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund inkluderar Kingstone Capital Partners Texas, LLC, GLOBALT Investments LLC / GA, Rokos Capital Management LLP, iA Global Asset Management Inc., Volterra Technologies LP, Norden Group Llc, Kera Capital Partners, Inc., Hippocratic Financial Advisors, LLC, Volterra Technologies LP, Strategic Equity Management, Thor Trading Advisors, Llc, Adams Wealth Management, CacheTech Inc., Shaker Investments Llc/oh, Glenmede Investment Management, LP, Compass Wealth Management, LLC/GA, TT Capital Management LLC, Moneywise, Inc., Jain Global LLC, och Foronjy Financial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Keel Point, LLC | 10 892 | 5,83 | 889 | 9,62 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 27 133 | 64,48 | 2 216 | 70,38 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 3 193 | 0,73 | 261 | 4,42 | ||||
| 2025-08-26 | NP | WEEL - Peerless Option Income Wheel ETF | 6 300 | 3,28 | 514 | 7,08 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 130 622 | 19,09 | 10 667 | 23,33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 070 019 | 0,58 | 87 380 | 4,13 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 2 915 036 | 653,16 | 238 042 | 680,00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 210 000 | 143,06 | 17 149 | 151,73 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | Call | 750 | 150,00 | 6 124 | 158,94 | |||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | Put | 9 219 | 19,73 | 75 282 | 23,99 | |||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 5 093 | 416 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 7 315 | 66,33 | 597 | 72,54 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | −29 | −54,69 | −2 | −60,00 | |||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 6 679 | 0,01 | 545 | 3,61 | ||||
| 2025-07-09 | 13F | David J Yvars Group | 10 030 | 0,50 | 817 | 4,48 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 15 894 | 1 298 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 10 835 | 18,14 | 885 | 22,27 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 54 491 | 5,44 | 4 450 | 9,18 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 53 647 | 10,72 | 4 381 | 14,66 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 52 897 | 5,26 | 4 444 | 16,49 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 3 122 | 255 | ||||||
| 2025-07-29 | NP | HFND - Unlimited HFND Multi-Strategy Return Tracker ETF | 2 709 | 43,26 | 222 | 48,32 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 628 | 51 | ||||||
| 2025-08-07 | 13F/A | Curat Global, LLC | 5 297 | 42,97 | 433 | 47,95 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 5 746 | 77,40 | 469 | 83,92 | ||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 2 850 | 6,50 | 233 | 9,95 | ||||
| 2025-08-14 | 13F | Graham Capital Management, L.P. | 506 950 | 42,80 | 41 398 | 47,89 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 243 244 | 37,09 | 19 863 | 41,97 | ||||
| 2025-08-26 | NP | LCR - Leuthold Core ETF | 22 053 | 54,98 | 1 801 | 60,43 | ||||
| 2025-08-14 | 13F | Schonfeld Strategic Advisors LLC | 107 935 | 562,14 | 8 814 | 585,84 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 2 063 | 0,49 | 168 | 4,35 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 2 634 | 2,05 | 215 | 5,91 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 377 884 | 8,76 | 30 858 | 12,63 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 3 861 | 315 | ||||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 7 400 | 604 | ||||||
| 2025-08-11 | 13F | Covestor Ltd | 738 | 583,33 | 0 | |||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 4 636 | 0,22 | 379 | 3,85 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 13 696 | 11,74 | 1 118 | 15,73 | ||||
| 2025-07-09 | 13F | Mfg Wealth Management, Inc. | 42 204 | 1,41 | 3 446 | 5,03 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 12 825 | 225,18 | 1 047 | 237,74 | ||||
| 2025-08-29 | NP | AIIFX - Timber Point Alternative Income Fund Institutional Class Shares | 6 000 | 50,00 | 490 | 55,24 | ||||
| 2025-08-08 | 13F | Creative Planning | 100 719 | 4,17 | 8 225 | 7,88 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 8 401 | 0,01 | 686 | 3,63 | ||||
| 2025-08-13 | 13F | Thor Trading Advisors, Llc | 44 416 | 3 627 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 18 890 | 233,04 | 1 543 | 244,97 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 29 334 | 7,16 | 2 395 | 10,98 | ||||
| 2025-08-14 | 13F | SIH Partners, LLLP | 22 160 | 116,51 | 1 810 | 124,16 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 5 125 | 10,79 | 419 | 14,84 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 5 588 | 12,48 | 456 | 16,62 | ||||
| 2025-08-13 | 13F | Bollard Group LLC | 1 861 | 8,01 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5 350 | 94,05 | 437 | 100,92 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 29 152 | 41,36 | 2 380 | 46,37 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 170 | 0 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 4 277 | 5,97 | 349 | 9,75 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 6 277 | 66,45 | 513 | 72,39 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 15 544 | 312,42 | 1 269 | 327,27 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 4 855 | 55,71 | 396 | 61,63 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 7 588 | 103,87 | 620 | 111,26 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 5 303 | 433 | ||||||
| 2025-07-17 | 13F | Coastline Trust Co | 759 | 26,50 | 62 | 29,79 | ||||
| 2025-08-14 | 13F | Volterra Technologies LP | 18 985 | 1 550 | ||||||
| 2025-08-14 | 13F | Volterra Technologies LP | Put | 88 800 | 7 251 | |||||
| 2025-06-30 | NP | TACK - Fairlead Tactical Sector ETF | 354 571 | 3,13 | 27 976 | 4,47 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 24 499 | 10,18 | 2 001 | 14,09 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 56 198 | 7,92 | 4 589 | 11,79 | ||||
| 2025-08-14 | 13F | Volterra Technologies LP | Call | 52 900 | 4 320 | |||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 7 774 | 635 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 31 665 | 96,41 | 2 586 | 103,38 | ||||
| 2025-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 2 834 | 100,57 | 223 | 95,61 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 2 140 | 2,98 | 175 | 6,75 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1 097 | 90 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 5 083 | 0,65 | 415 | 4,27 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 12 239 | 141,78 | 999 | 150,38 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 5 669 | 463 | ||||||
| 2025-07-17 | 13F | White Pine Investment CO | 5 800 | 0 | ||||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 35 455 | 21,49 | 2 895 | 25,81 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 35 546 | 287,46 | 2 903 | 301,38 | ||||
| 2025-08-14 | 13F | Comerica Bank | 87 271 | 13,37 | 7 127 | 17,42 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1 321 | 108 | ||||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 123 918 | 0,41 | 10 119 | 4,00 | ||||
| 2025-07-21 | 13F | Riverview Trust Co | 1 200 | 98 | ||||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 21 686 | 0,83 | 1 771 | 4,73 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 14 847 | 1 212 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 155 993 | 13 | ||||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 9 733 | 4,85 | 795 | 8,62 | ||||
| 2025-07-18 | 13F | Mitsubishi UFJ Asset Management (UK) Ltd. | 23 000 | 15,00 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Valence8 US LP | 52 772 | 0,49 | 4 309 | 4,08 | ||||
| 2025-08-14 | 13F | Verition Fund Management LLC | Put | 39 000 | 3 185 | |||||
| 2025-08-14 | 13F | Verition Fund Management LLC | Call | 39 000 | 3 185 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 745 268 | 20,33 | 142 519 | 24,62 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 20 | 0 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 3 608 | 3,38 | 295 | 6,91 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 490 576 | 7,56 | 40 060 | 11,39 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 63 950 | 5 222 | ||||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 16 382 | 3,35 | 1 338 | 7,05 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 75 349 | 14,06 | 6 153 | 18,15 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 757 | 6 208,33 | 62 | |||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 6 826 | 0,07 | 557 | 3,72 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 50 284 | 1,31 | 3 965 | 5,54 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 23 609 | 7,38 | 1 928 | 11,19 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 9 726 | 5,03 | 794 | 8,77 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 53 732 | 12,00 | 4 388 | 16,00 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 12 334 | 44,85 | 1 007 | 50,07 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 976 564 | 14,24 | 79 746 | 18,31 | ||||
| 2025-08-14 | 13F | Rokos Capital Management LLP | Call | 2 000 | 20 411 | |||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 28 159 | 3,56 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 37 980 | 29,36 | 3 103 | 34,00 | ||||
| 2025-08-14 | 13F | Rokos Capital Management LLP | Put | 250 000 | 20 411 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 4 184 | 22,09 | 342 | 26,30 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 5 881 | 0,14 | 480 | 3,67 | ||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 19 337 | 3,43 | 1 579 | 7,12 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 8 906 | 22,69 | 727 | 27,10 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 8 816 | 3,11 | 720 | 6,68 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 3 175 | 12,99 | 259 | 14,60 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 73 698 | 584,04 | 6 018 | 605,51 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 20 771 | 1,61 | 1 696 | 5,21 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 33 420 | 310,72 | 2 729 | 325,74 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 35 412 | 9,96 | 2 892 | 13,86 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 52 102 | 2,27 | 4 255 | 5,90 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 13 573 | 19,98 | 1 108 | 24,22 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 171 939 | 88,51 | 14 041 | 95,24 | ||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 16 480 | 29,10 | 1 347 | 33,80 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 17 812 | 11,11 | 1 455 | 15,03 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 235 674 | 14,33 | 19 245 | 18,41 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 36 781 | 17,39 | 3 004 | 21,58 | ||||
| 2025-08-15 | 13F | Concentric Capital Strategies, LP | 17 697 | 1 445 | ||||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 3 611 | 0,39 | 295 | 3,89 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 4 212 | 11,37 | 344 | 15,10 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1 150 | 12,30 | 94 | 16,25 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 143 092 | 19,19 | 11 685 | 23,43 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 28 464 | 2,86 | 2 324 | 6,56 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 5 394 | 0,02 | 440 | 3,53 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 75 511 | 6 166 | ||||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 11 875 | 0,01 | 970 | 3,53 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 40 506 | 3 308 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 155 322 | 22,53 | 12 632 | 27,79 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 8 836 | 39,99 | 722 | 45,07 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 7 716 | 630 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 12 191 | 0,02 | 995 | 3,54 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 54 719 | 1,34 | 4 468 | 4,96 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 2 365 | 12,57 | 193 | 16,97 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 380 | 0,53 | 31 | 6,90 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 3 762 | 307 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 67 128 | 5 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 147 172 | 2,62 | 12 018 | 6,29 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 31 231 | 1,49 | 2 550 | 5,11 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 22 371 | 5,84 | 1 817 | 9,06 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 2 620 | 214 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 8 580 | 5,22 | 701 | 9,03 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 11 406 | 4,91 | 931 | 8,63 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 12 432 | 257,96 | 1 073 | 289,82 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 3 094 | 127,67 | 253 | 135,51 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 309 | 227,25 | 107 | 241,94 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 6 045 | 0,58 | 494 | 4,23 | ||||
| 2025-07-14 | 13F | Savior LLC | 22 289 | 12,59 | 1 820 | 16,67 | ||||
| 2025-08-11 | 13F | ARS Investment Partners, LLC | 5 647 | 9,27 | 461 | 17,90 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 12 717 | 7,17 | 1 038 | 11,02 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 2 500 | 197 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 71 990 | 7,83 | 5 879 | 12,24 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 185 020 | 2,04 | 15 | 7,14 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 2 863 | 0,03 | 234 | 3,56 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 14 376 | 0,08 | 1 174 | 3,62 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 1 766 000 | 20,22 | 144 212 | 24,50 | |||
| 2025-07-18 | 13F | Lynx Investment Advisory | 12 504 | 0,65 | 1 021 | 4,29 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 28 727 | 1,30 | 2 346 | 4,92 | ||||
| 2025-08-12 | 13F | Clear Street Markets Llc | 600 | 49 | ||||||
| 2025-07-17 | 13F | City Holding Co | 17 632 | 3,33 | 1 440 | 6,99 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 3 367 | 275 | ||||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 6 | 200,00 | 0 | |||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 25 541 | 8,75 | 2 086 | 12,64 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 9 813 | 0,30 | 801 | 3,89 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 900 | 28,57 | 73 | 32,73 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 84 161 | 118,33 | 6 873 | 126,13 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 259 029 | 88,21 | 21 152 | 94,93 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 21 670 | 21,07 | 1 770 | 25,37 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 5 082 | 12,36 | 415 | 16,29 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 8 825 164 | 18 833 | ||||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 4 474 | 0,04 | 365 | 3,69 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 98 082 | 100,15 | 8 009 | 107,33 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 372 | 148,00 | 30 | 172,73 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 366 | 30 | ||||||
| 2025-05-13 | 13F | Adams Wealth Management | 37 738 | 2 976 | ||||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 63 364 | 14,64 | 5 174 | 18,72 | ||||
| 2025-08-05 | 13F | Provident Co of the Employees of the Hebrew University LTD | 64 453 | 52,18 | 5 266 | 57,81 | ||||
| 2025-07-14 | 13F | LCM Capital Management Inc | 37 592 | 0,47 | 3 070 | 4,03 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 5 526 | 0,69 | 451 | 4,40 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 20 785 | 23,27 | 1 697 | 27,69 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 77 347 | 2,52 | 6 316 | 6,19 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 31 609 | 61,34 | 2 581 | 67,16 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 91 542 | 426,98 | 7 475 | 446,02 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 2 670 | 45,42 | 218 | 51,39 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 575 | 0,17 | 47 | 2,22 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 134 509 | 1,18 | 10 984 | 4,80 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 110 | 9 | ||||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 8 604 | 19,88 | 703 | 49,04 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 138 989 | 22,54 | 11 350 | 26,90 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 93 358 | 223,71 | 7 624 | 235,22 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 42 589 | 8,55 | 3 478 | 12,42 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 25 247 | 1,20 | 2 062 | 2,64 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 2 870 | 248 | ||||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 13 846 | 4,71 | 1 135 | 12,95 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 19 908 | 6,67 | 1 626 | 10,47 | ||||
| 2025-08-14 | 13F | Peak6 Llc | Call | 1 088 400 | 1 172,98 | 88 879 | 1 218,47 | |||
| 2025-08-14 | 13F | Peak6 Llc | 295 034 | 1 375,98 | 24 092 | 1 428,68 | ||||
| 2025-08-14 | 13F | Peak6 Llc | Put | 1 619 400 | 653,21 | 132 240 | 680,08 | |||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 6 894 | 122,96 | 563 | 131,28 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 137 | 11 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 88 262 | 27,49 | 7 207 | 32,04 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 318 | 27 | ||||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 400 000 | 1 693,72 | 32 664 | 1 758,02 | |||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 44 033 | 1,08 | 3 596 | 4,69 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 2 513 | 4,84 | 205 | 8,47 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 340 000 | 908,90 | 27 764 | 944,94 | |||
| 2025-08-14 | 13F | UBS Group AG | Put | 2 176 500 | 84,93 | 177 733 | 91,53 | |||
| 2025-08-14 | 13F | UBS Group AG | Call | 978 290 | 175,42 | 79 887 | 185,24 | |||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 6 831 | 9,86 | 558 | 13,67 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 5 582 | 2,53 | 456 | 6,06 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 18 459 | 16,87 | 1 507 | 21,04 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 279 | 520,00 | 23 | 633,33 | ||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 1 997 | 163 | ||||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 3 441 | 0,06 | 281 | 3,69 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 8 516 | 6,04 | 695 | 9,79 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 5 300 | 4,29 | 433 | 8,00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 253 827 | 366,91 | 20 727 | 383,60 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 9 508 | 241,03 | 776 | 254,34 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 15 534 | 1,98 | 1 268 | 5,58 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 2 284 | 0,31 | 190 | 5,59 | ||||
| 2025-07-22 | 13F | CPR Investments Inc. | 2 587 | 211 | ||||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 3 952 | 7,48 | 323 | 11,42 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 17 293 | 70,53 | 1 412 | 76,28 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 4 125 | 325 | ||||||
| 2025-08-11 | 13F | Strategic Equity Management | 48 375 | 3 950 | ||||||
| 2025-08-06 | 13F | Agf Management Ltd | 304 260 | 123,77 | 24 846 | 131,74 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 35 684 | 2,38 | 2 914 | 6,00 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 3 495 | 285 | ||||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 3 430 | 280 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 3 560 | 0,03 | 291 | 3,57 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 243 | 21 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 75 240 | 6,01 | 6 144 | 9,79 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 21 243 | 15,29 | 1 735 | 19,42 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 18 605 | 327,90 | 1 519 | 344,15 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 8 849 | 0,06 | 1 | |||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 211 | 17 | ||||||
| 2025-08-13 | 13F | ESG Planning | 21 211 | 0,92 | 1 732 | 4,53 | ||||
| 2025-08-13 | 13F | MYDA Advisors LLC | 220 000 | 17 965 | ||||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 2 964 | 0,68 | 257 | 10,34 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 970 | 79 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 14 150 | 299,49 | 1 155 | 313,98 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 3 863 | 0,03 | 315 | 3,62 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 12 264 | 1 001 | ||||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 37 879 | 10,85 | 3 093 | 14,81 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 9 571 | 0,20 | 782 | 3,72 | ||||
| 2025-07-22 | 13F | Kercheville Advisors, LLC | 23 741 | 9,66 | 1 939 | 13,53 | ||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 9 107 | 1,11 | 744 | 4,65 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 26 731 | 11,12 | 2 183 | 15,08 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 7 507 | 11,12 | 613 | 15,23 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 43 369 | 6,07 | 3 541 | 9,83 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 1 605 | 0,25 | 131 | 3,97 | ||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 20 668 | 3,05 | 1 688 | 6,70 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 2 681 | 1,51 | 219 | 4,81 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 517 084 | 26,49 | 42 | 31,25 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 976 447 | 0,05 | 79 737 | 3,61 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 436 | 131,91 | 36 | 150,00 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 130 192 | 2,35 | 10 631 | 6,00 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 86 946 | 7 100 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 98 240 | 8 022 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 25 142 | 17,21 | 2 053 | 21,41 | ||||
| 2025-08-14 | 13F | Fmr Llc | 278 787 | 464,79 | 22 766 | 484,92 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 23 600 | 1,05 | 1 927 | 4,67 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 10 864 | 16,02 | 887 | 20,19 | ||||
| 2025-03-27 | NP | MSTSX - Morningstar Unconstrained Allocation Fund | 55 901 | 50,02 | 4 354 | 46,22 | ||||
| 2025-08-12 | 13F | Main Management Fund Advisors LLC | 926 700 | 8,36 | 76 | 11,94 | ||||
| 2025-08-14 | 13F | Investment House Llc | 10 900 | 1,87 | 890 | 5,58 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 85 679 | 63,70 | 6 997 | 69,56 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 83 548 | 2,68 | 6 823 | 6,34 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 173 | 0,58 | 14 | 7,69 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 13 072 | 5,28 | 1 067 | 8,99 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 1 318 | 176,89 | 107 | 189,19 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 52 242 | 13,83 | 4 266 | 17,91 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 3 | 200,00 | 0 | |||||
| 2025-07-15 | 13F | Floyd Financial Group Llc | 38 479 | 95,03 | 3 149 | 102,51 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 3 188 194 | 15,38 | 260 348 | 19,49 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 50 | 2,04 | 4 | 33,33 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 64 241 | 16 894,97 | 5 246 | 17 986,21 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 545 820 | 12,87 | 44 572 | 16,89 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 3 183 | 2,38 | 260 | 3,19 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 6 573 | 537 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 303 675 | 2,13 | 24 798 | 5,78 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 409 | 33 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3 271 | 4,17 | 267 | 8,10 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 12 421 | 1 014 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 551 | 0,73 | 45 | 2,33 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 20 937 | 1 699 | ||||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 8 596 | 0,66 | 702 | 4,16 | ||||
| 2025-07-30 | NP | EQL - Alps Equal Sector Weight ETF | 580 695 | 3,12 | 47 571 | 6,63 | ||||
| 2025-07-02 | 13F | S. R. Schill & Associates | 47 715 | 3,81 | 3 896 | 7,51 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 708 | 16,64 | 58 | 21,28 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 17 785 | 12,05 | 1 452 | 16,07 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 105 871 | 2,68 | 8 645 | 10,78 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 73 497 | 48,10 | 6 002 | 53,36 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 5 242 | 14,88 | 428 | 19,22 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 115 994 | 24,23 | 9 472 | 28,66 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 8 659 | 16,09 | 707 | 20,24 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 20 407 | 21,00 | 1 666 | 25,36 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6 259 | 43,06 | 511 | 48,12 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 5 968 | 0,03 | 487 | 3,62 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 9 508 | 45,83 | 776 | 50,97 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 63 076 | 1 177,88 | 5 151 | 1 223,91 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 630 | 404,00 | 51 | 466,67 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 10 118 | 826 | ||||||
| 2025-08-13 | 13F | Estabrook Capital Management | 1 191 | 19,70 | 97 | 24,36 | ||||
| 2025-08-14 | 13F | Boothbay Fund Management, Llc | 3 000 | 245 | ||||||
| 2025-07-10 | 13F | Carderock Capital Management Inc | 850 | 69 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 49 877 | 49,35 | 4 073 | 54,65 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4 848 | 62,52 | 396 | 68,09 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 7 918 | 12,84 | 647 | 16,82 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 33 | 26,92 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 9 964 | 969,10 | 816 | 1 017,81 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 10 407 | 6,40 | 850 | 10,12 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 1 204 | 0,67 | 101 | 4,17 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 14 952 | 221,27 | 1 221 | 233,33 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 4 579 | 0,86 | 374 | 4,48 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 49 790 | 2,53 | 4 066 | 6,16 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 3 506 | 15,14 | 281 | 17,08 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 44 029 | 497,17 | 3 794 | 553,01 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 8 085 | 660 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 2 775 | 227 | ||||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 172 024 | 0,01 | 14 047 | 3,57 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 14 374 | 289,86 | 753 | 159,31 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 5 794 | 4,42 | 473 | 8,24 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 224 245 | 1,62 | 18 312 | 5,24 | ||||
| 2025-05-30 | NP | Tidal Trust II - Tactical Advantage ETF | 28 544 | 151,20 | 2 251 | 145,37 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 72 168 | 6,07 | 5 893 | 9,86 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 30 856 | 2 520 | ||||||
| 2025-08-13 | 13F | Centiva Capital, LP | Put | 269 300 | 21 991 | |||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 2 620 | 214 | ||||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 9 730 | 79,09 | 795 | 85,51 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 4 309 | 352 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 6 061 | 36,29 | 495 | 41,14 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 4 251 | 347 | ||||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 3 567 | 0,28 | 291 | 3,93 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 15 705 | 0,04 | 1 238 | 4,21 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 11 456 | 936 | ||||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Put | 451 000 | 16,66 | 36 829 | 20,81 | |||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 4 434 | 67,01 | 362 | 73,21 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | 33 424 | 217,54 | 2 729 | 229,19 | ||||
| 2025-05-27 | NP | ICSIX - Dynamic U.S. Opportunity Fund Class I | 54 094 | 14,74 | 4 265 | 19,53 | ||||
| 2025-08-14 | 13F | Peconic Partners Llc | 1 000 000 | 81 660 | ||||||
| 2025-07-14 | 13F | E&G Advisors, LP | 5 607 | 5,45 | 458 | 9,07 | ||||
| 2025-08-12 | 13F | Qvr Llc | 3 000 | 245 | ||||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 172 | 14 | ||||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 3 488 | 13,32 | 285 | 17,36 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 426 505 | 34 828 | ||||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Call | 260 600 | 150,58 | 21 281 | 159,51 | |||
| 2025-08-14 | 13F | Foronjy Financial Llc | 22 407 | 1 830 | ||||||
| 2025-07-15 | 13F | Norden Group Llc | 73 436 | 5 997 | ||||||
| 2025-08-25 | NP | KOOL - North Shore Equity Rotation ETF | 12 383 | 73,53 | 1 011 | 79,89 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 974 | 10,18 | 80 | 14,49 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 3 855 300 | 7,08 | 314 824 | 10,90 | |||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 97 698 | 7 978 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 459 115 | 7,67 | 37 491 | 11,50 | ||||
| 2025-08-08 | 13F | Turn8 Private Wealth Inc. | 11 702 | 27,56 | 956 | 32,09 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 59 532 | 30,08 | 4 861 | 40,37 | ||||
| 2025-04-08 | 13F/A | iA Global Asset Management Inc. | 245 858 | 17 | ||||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 201 712 | 2,32 | 16 472 | 5,96 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 15 889 | 1,90 | 1 298 | 5,53 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 295 | 121,80 | 24 | 140,00 | ||||
| 2025-08-14 | 13F | Saudi Central Bank | 1 549 733 | 126 551 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 17 867 | 2,48 | 1 459 | 6,19 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 841 | 69 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 21 576 | 0,15 | 1 762 | 3,71 | ||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 34 736 | 29,86 | 2 837 | 34,47 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 3 090 | 252 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 10 586 | 1,34 | 1 | |||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 6 437 | 526 | ||||||
| 2025-08-12 | 13F | Verity & Verity, LLC | 3 840 | 314 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 48 043 | 3 923 | ||||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 79 203 | 6 530 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 27 451 | 9,35 | 2 242 | 13,24 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 4 098 | 0,15 | 335 | 3,73 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 108 920 | 1,01 | 8 894 | 4,61 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 4 612 | 62,05 | 377 | 67,86 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 470 736 | 1,75 | 38 440 | 5,38 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 30 000 | 76,47 | 2 450 | 82,76 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 4 450 | 2,44 | 363 | 6,14 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 8 996 | 113,99 | 735 | 121,75 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 3 895 | 318 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 12 693 | 1,80 | 1 036 | 5,39 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 4 474 | 0,09 | 365 | 3,69 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 29 981 | 0,01 | 2 448 | 3,60 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 592 | 23,59 | 48 | 29,73 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 63 351 | 1 316,93 | 5 173 | 1 369,60 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 4 382 | 0,50 | 358 | 4,08 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 100 | 8 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9 463 | 22,98 | 773 | 32,65 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 124 | 0,81 | 10 | 11,11 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 600 | 49 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 15 405 | 11,97 | 1 258 | 16,05 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 2 765 | 0,18 | 226 | 7,62 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 14 261 | 14,82 | 1 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 6 999 | 30,43 | 572 | 34,99 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 17 197 | 0,01 | 1 404 | 3,62 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 3 273 | 267 | ||||||
| 2025-08-08 | 13F | WP Advisors, LLC | 18 664 | 0,48 | 1 524 | 4,10 | ||||
| 2025-08-14 | 13F | Point72 Asset Management, L.P. | 26 975 | 2 203 | ||||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 3 129 | 256 | ||||||
| 2025-08-14 | 13F | Point72 Asset Management, L.P. | Put | 242 900 | 133,56 | 19 835 | 141,89 | |||
| 2025-08-08 | 13F | Bailard, Inc. | 6 684 | 546 | ||||||
| 2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 10 613 | 3,46 | 867 | 7,18 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 118 156 | 9 649 | ||||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 5 938 | 1,50 | 485 | 4,99 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 114 765 | 4,55 | 9 372 | 8,27 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 2 499 231 | 2,75 | 204 | 6,81 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 577 453 | 41 | ||||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | 225 639 | 103,35 | 18 426 | 110,60 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 727 888 | 0,69 | 59 439 | 4,27 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 2 535 | 4,11 | 207 | 7,81 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 2 789 | 5,80 | 228 | 9,66 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 4 160 | 340 | ||||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 8 108 | 662 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 135 385 | 129,80 | 11 056 | 138,00 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 275 874 | 7,73 | 22 528 | 11,56 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 115 153 | 2,40 | 9 | 12,50 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 1 943 | 488,79 | 159 | 511,54 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 20 846 | 1 042 200,00 | 1 702 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 2 472 | 202 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 8 346 | 65,63 | 682 | 71,54 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 363 176 | 43,15 | 111 311 | 48,25 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 3 664 | 299 | ||||||
| 2025-07-28 | NP | AGOX - Adaptive Growth Opportunities ETF | 1 000 | 82 | ||||||
| 2025-07-23 | 13F | Waycross Investment Management Co | 53 191 | 4,89 | 4 344 | 8,63 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 3 719 | 304 | ||||||
| 2025-06-26 | NP | SSUS - Day Hagan/Ned Davis Research Smart Sector ETF | 225 012 | 105,85 | 17 753 | 108,54 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 253 | 102,40 | 21 | 122,22 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 24 525 | 0,74 | 2 003 | 4,33 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 11 547 | 0,34 | 943 | 3,86 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 1 319 434 | 8,01 | 107 785 | 11,94 | ||||
| 2025-07-31 | 13F | Shaker Investments Llc/oh | 37 552 | 3 066 | ||||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 3 970 | 324 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 87 064 | 80,37 | 7 110 | 86,78 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 58 511 | 0,80 | 4 778 | 4,39 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 3 460 | 4,22 | 283 | 8,05 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 3 558 | 27,76 | 0 | |||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 11 627 | 44,81 | 946 | 49,29 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 7 747 | 7,75 | 633 | 11,66 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 4 874 | 398 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 366 | 0,07 | 112 | 3,74 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 7 044 | 33,54 | 575 | 38,55 | ||||
| 2025-08-14 | 13F | Brevan Howard Capital Management LP | 156 625 | 12 687 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4 353 | 355 | ||||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 33 046 | 18,27 | 2 699 | 22,47 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Put | 1 751 100 | 83,13 | 142 995 | 89,66 | |||
| 2025-08-14 | 13F | Stifel Financial Corp | 740 848 | 4,43 | 60 501 | 8,15 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 1 229 200 | 61,82 | 100 376 | 67,59 | |||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 4 920 | 5,53 | 402 | 9,26 | ||||
| 2025-08-14 | 13F | Discovery Capital Management, Llc / Ct | 4 007 | 327 | ||||||
| 2025-07-22 | 13F | Measured Risk Portfolios, Inc. | 4 093 | 0,39 | 334 | 4,05 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 13 846 | 8,32 | 1 125 | 12,16 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 32 036 | 2,14 | 2 616 | 5,78 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 83 096 | 7,56 | 6 786 | 11,39 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 4 257 | 348 | ||||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 4 220 | 345 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 122 | 0,09 | 92 | 3,41 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 49 324 | 1 155,38 | 4 028 | 1 203,24 | ||||
| 2025-08-06 | 13F | Simmons Bank | 33 794 | 0,37 | 2 760 | 3,96 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 75 735 | 7,70 | 6 185 | 11,54 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 4 129 | 2,51 | 337 | 6,31 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 26 095 | 3,49 | 2 131 | 7,14 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 17 863 | 47,88 | 1 459 | 53,15 | ||||
| 2025-07-10 | 13F | Community Trust & Investment Co | 307 035 | 1,23 | 25 072 | 4,83 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 15 662 | 428,76 | 1 235 | 450,89 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 9 671 | 5,58 | 790 | 9,28 | ||||
| 2025-08-14 | 13F | BlueCrest Capital Management Ltd | 77 621 | 40,39 | 6 339 | 45,40 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 823 232 | 2,32 | 67 | 6,35 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 100 839 | 14,86 | 8 232 | 20,23 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 72 821 | 3,09 | 5 947 | 6,75 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 695 | 137,20 | 57 | 154,55 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 17 244 | 12,13 | 1 408 | 16,17 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 6 810 | 556 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 21 094 | 11,51 | 1 723 | 15,49 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 6 245 | 510 | ||||||
| 2025-08-14 | 13F | Raine Capital LLC | 3 200 | 261 | ||||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 60 | 5 | ||||||
| 2025-07-18 | 13F | First United Bank Trust/ | 4 255 | 12,69 | 347 | 16,84 | ||||
| 2025-06-26 | NP | OWTEX - Old Westbury Total Equity Fund | 7 723 | 609 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 3 215 | 10,60 | 263 | 14,41 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 113 315 | 1,65 | 9 252 | 5,30 | ||||
| 2025-06-30 | NP | NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF | 9 056 | 29,97 | 742 | 34,24 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 15 256 | 1 246 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 7 059 | 14,30 | 576 | 18,52 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 13 003 | 23,65 | 1 062 | 27,99 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 152 926 | 4,10 | 12 488 | 7,80 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 3 607 | 295 | ||||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 26 274 | 13,04 | 2 254 | 21,64 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 89 902 | 6,12 | 7 341 | 9,91 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 8 741 | 714 | ||||||
| 2025-07-17 | 13F | Consolidated Capital Management, Llc | 65 344 | 3,41 | 5 336 | 7,09 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 11 653 | 1,72 | 952 | 5,32 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 65 271 | 66,52 | 5 330 | 72,49 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 3 306 | 0,52 | 270 | 3,86 | ||||
| 2025-07-23 | 13F | IMZ Advisory Inc | 74 574 | 9,40 | 6 246 | 16,19 | ||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 143 921 | 5,26 | 11 753 | 9,01 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 7 086 | 37,11 | 579 | 42,01 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 38 756 | 8,18 | 3 165 | 12,04 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 75 428 | 0,25 | 6 159 | 3,83 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 7 377 | 222,42 | 602 | 234,44 | ||||
| 2025-08-14 | 13F | Bank of Marin | 6 218 | 508 | ||||||
| 2025-08-13 | 13F | ExodusPoint Capital Management, LP | 23 353 | 8,20 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 13 823 | 0,70 | 1 196 | 10,54 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 110 937 | 3,64 | 9 059 | 7,33 | ||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 3 000 | 245 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 5 674 | 333,79 | 469 | 373,74 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 40 361 | 113,52 | 3 296 | 121,14 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 17 022 | 16,33 | 1 390 | 21,82 | ||||
| 2025-07-23 | 13F | Rye Brook Capital LLC | 34 850 | 8,40 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | Call | 2 562 100 | 149,67 | 209 221 | 158,57 | |||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 165 893 | 0,98 | 13 547 | 4,58 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 117 024 | 116,77 | 9 556 | 124,53 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 3 940 | 10,06 | 322 | 13,83 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 28 511 | 6,25 | 2 328 | 10,07 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 27 469 | 2 243 | ||||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 39 091 | 0,68 | 3 192 | 4,28 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 7 931 | 6,77 | 648 | 10,60 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 142 | 12 | ||||||
| 2025-04-18 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | 0 | ||||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 557 493 | 45 527 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 1 362 | 0,29 | 111 | 3,74 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 3 955 | 299 | ||||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 5 081 | 415 | ||||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 4 040 | 4,26 | 330 | 7,87 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 171 308 | 6,49 | 13 989 | 10,30 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 406 | 10,33 | 33 | 13,79 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 3 055 | 249 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 7 475 | 531,33 | 610 | 555,91 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 26 986 | 1,68 | 2 204 | 5,31 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 204 809 | 78,63 | 16 725 | 85,00 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 7 776 | 11,23 | 635 | 15,25 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 79 463 | 7,35 | 6 489 | 11,17 | ||||
| 2025-08-14 | 13F | III Capital Management | 4 000 | 327 | ||||||
| 2025-07-17 | 13F | MBA Advisors LLC | 3 364 | 3,32 | 275 | 7,03 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 4 035 | 329 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 4 751 | 6,07 | 388 | 9,63 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 73 697 | 13,09 | 6 018 | 17,13 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 3 165 | 2,86 | 258 | 6,61 | ||||
| 2025-08-11 | 13F | Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 62 000 | 5 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10 407 | 3,88 | 850 | 8,71 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 48 748 | 216,36 | 3 981 | 227,57 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 100 379 | 8,41 | 8 197 | 12,17 | ||||
| 2025-07-31 | 13F | Lee Danner & Bass Inc | 20 867 | 35,82 | 1 704 | 40,63 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 39 258 | 76,31 | 3 206 | 82,62 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 28 010 | 10,37 | 2 287 | 14,29 | ||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 45 747 | 1,04 | 3 736 | 4,62 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 3 878 | 333 | ||||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 7 517 | 25,28 | 614 | 29,60 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 3 213 | 262 | ||||||
| 2025-07-22 | 13F | Accel Wealth Management | 21 740 | 1,72 | 1 775 | 5,34 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 63 495 | 11,45 | 5 185 | 15,43 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 17 486 | 1,01 | 1 428 | 4,62 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 346 | 38,40 | 28 | 47,37 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 1 611 | 0,19 | 132 | 3,97 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 46 862 | 39,84 | 3 827 | 44,81 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 18 587 | 90,19 | 1 518 | 97,01 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 8 952 | 0,56 | 731 | 4,28 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 3 643 | 186,85 | 298 | 198,00 | ||||
| 2025-07-30 | 13F | CMG Global Holdings, LLC | 9 564 | 3,63 | 800 | 10,51 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 53 932 | 3,45 | 4 404 | 7,15 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 3 178 | 32,36 | 260 | 37,04 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 29 683 | 2,87 | 2 424 | 6,51 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 37 621 | 13,98 | 3 072 | 19,53 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 34 562 | 43,03 | 2 822 | 48,14 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 6 575 | 5,27 | 537 | 8,94 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 3 224 | 16,47 | 263 | 20,64 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2 329 180 | 8 026,09 | 29 | −98,76 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 52 605 | 3,22 | 4 296 | 6,89 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 5 522 | 451 | ||||||
| 2025-08-11 | 13F | Cladis Investment Advisory, LLC | 13 803 | 1,36 | 1 127 | 5,03 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 46 486 | 12,73 | 3 796 | 16,76 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 25 549 | 14,63 | 2 086 | 18,73 | ||||
| 2025-06-27 | NP | BUYW - Main BuyWrite ETF | 881 200 | 13,05 | 69 527 | 14,53 | ||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 17 288 | 0,39 | 1 412 | 3,98 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 2 530 | 207 | ||||||
| 2025-07-10 | 13F | Arkfeld Wealth Strategies, L.L.C. | 13 839 | 0,06 | 1 135 | 8,00 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 88 902 | 6,00 | 7 260 | 9,79 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 423 195 | 8,61 | 34 558 | 12,49 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 3 058 | 4,69 | 250 | 8,26 | ||||
| 2025-08-13 | 13F | Hollow Brook Wealth Management LLC | 96 378 | 0,02 | 7 870 | 3,59 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 42 101 | 93,75 | 3 438 | 100,64 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 4 290 | 0,02 | 350 | 3,55 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 682 007 | 8,67 | 219 013 | 12,54 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 7 508 | 1,05 | 613 | 4,79 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 9 932 | 0,10 | 811 | 3,71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 4 571 | 8,01 | 373 | 12,01 | ||||
| 2025-07-10 | 13F | Clare Market Investments LLC | 6 026 | 492 | ||||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 7 005 | 572 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 28 122 | 2 244 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 340 015 | 4,47 | 27 766 | 8,19 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 22 449 | 0,06 | 1 833 | 3,62 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 8 730 | 3,74 | 713 | 7,39 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 113 060 | 406,90 | 9 232 | 425,14 | ||||
| 2025-08-14 | 13F | Paloma Partners Management Co | 11 205 | 6,55 | 915 | 10,37 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 662 000 | 43,23 | 54 059 | 48,33 | |||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 13 699 | 5,29 | 1 119 | 9,07 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 4 007 | 52,18 | 327 | 57,97 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 39 312 | 3,91 | 3 210 | 7,61 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 3 085 | 0,82 | 252 | 4,15 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | Put | 3 800 | 310 | |||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 17 500 | 52,17 | 1 429 | 57,73 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 6 241 530 | 110,26 | 509 683 | 117,75 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 4 041 | 3,06 | 330 | 6,47 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 17 193 | 0,63 | 1 404 | 4,23 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 2 934 | 240 | ||||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 571 | 15,59 | 47 | 21,05 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 32 934 | 8,80 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 2 021 | 0,10 | 165 | 3,77 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 8 950 | 4,36 | 731 | 7,99 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 555 588 | 945,36 | 45 369 | 982,79 | ||||
| 2025-07-07 | 13F | Fox Hill Wealth Management | 27 420 | 1,23 | 2 239 | 4,87 | ||||
| 2025-05-14 | 13F | Credit Agricole S A | 31 350 | 27,59 | 2 472 | 32,92 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3 624 | 7,47 | 296 | 11,28 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 5 708 | 0,60 | 466 | 4,25 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 4 826 | 38,64 | 394 | 43,80 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 120 665 | 13,18 | 9 854 | 17,21 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 4 606 | 17,80 | 376 | 22,08 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 73 491 | 12,40 | 6 | 20,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 169 019 | 7,86 | 13 802 | 11,70 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 42 284 | 21,86 | 3 453 | 31,45 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 34 236 | 2 796 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 122 367 | 9 992 | ||||||
| 2025-08-14 | 13F | Stamos Capital Partners, L.p. | 25 575 | 45,26 | 2 088 | 50,43 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 36 333 | 6,50 | 2 967 | 10,26 | ||||
| 2025-07-10 | 13F | Stolper Co | 9 137 | 1,84 | 1 | |||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 68 863 | 84,31 | 5 623 | 90,87 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 30 292 | 2,04 | 2 474 | 5,68 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 2 538 | 0,75 | 200 | 5,26 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 1 600 | 33,33 | 131 | 38,30 | |||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 11 896 107 | 19,98 | 971 436 | 24,26 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 4 420 | 50,96 | 361 | 56,52 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 605 907 | 49 478 | ||||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 3 153 | 7,03 | 257 | 10,78 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 449 564 | 1,80 | 36 711 | 5,42 | ||||
| 2025-08-14 | 13F | Point72 (DIFC) Ltd | Call | 39 700 | 85,51 | 3 242 | 92,12 | |||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 130 | 11 | ||||||
| 2025-08-14 | 13F | Point72 (DIFC) Ltd | Put | 63 300 | 169,36 | 5 169 | 179,10 | |||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 293 936 | 115,48 | 24 004 | 123,19 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 185 | 0,54 | 15 | 7,14 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 16 240 | 66,74 | 1 323 | 74,31 | ||||
| 2025-07-31 | 13F | University Of Texas/texas Am Investment Managment Co | 4 378 | 7,62 | 358 | 11,56 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 494 641 | 3 052,59 | 40 392 | 3 165,32 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 8 938 | 11,54 | 730 | 15,53 | ||||
| 2025-07-31 | 13F | Rational Advisors Llc | 510 801 | 14,16 | 41 712 | 18,23 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | Put | 25 000 | 2 042 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 63 344 | 87,97 | 5 173 | 94,66 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 140 862 | 2,23 | 11 503 | 5,87 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 583 410 | 2,17 | 47 641 | 5,81 | ||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 31 453 | 37,59 | 2 568 | 42,51 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 4 935 | 0,02 | 0 | |||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 4 345 | 13,36 | 355 | 17,22 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 20 118 | 5,15 | 1 643 | 8,89 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 21 891 | 229,73 | 1 788 | 241,68 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 5 754 | 63,51 | 470 | 69,31 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 3 219 | 263 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 545 | 84,06 | 290 | 91,39 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 850 | 69 | ||||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 3 843 | 12,47 | 314 | 16,36 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 47 528 | 3,07 | 3 881 | 6,74 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 10 888 | 3,33 | 889 | 7,11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 7 207 846 | 23,39 | 588 593 | 27,79 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2 765 | 6,76 | 226 | 10,29 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 32 842 | 30,75 | 2 683 | 35,64 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 15 820 | 3,67 | 1 292 | 7,32 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 12 863 | 117,72 | 1 050 | 125,81 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 2 915 | 238 | ||||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 25 822 | 1,89 | 2 109 | 5,51 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 105 340 | 20,19 | 8 602 | 24,49 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 44 050 | 5,34 | 3 723 | 13,85 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 4 949 | 404 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 67 874 | 9,77 | 5 543 | 13,68 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 255 911 | 16,38 | 20 898 | 20,53 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 16 648 | 0,14 | 1 359 | 3,74 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 22 263 | 0,50 | 1 819 | 4,12 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 47 735 | 22,82 | 3 898 | 27,22 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 1 500 | 200,00 | 122 | 212,82 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 807 | 36,17 | 148 | 41,35 | ||||
| 2025-08-28 | NP | CVLFX - Cullen Value Fund Class C | 8 997 | 735 | ||||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 18 946 | 89,80 | 1 547 | 96,57 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 19 876 | 36,45 | 1 623 | 41,38 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 717 900 | 2,48 | 58 387 | 6,89 | |||
| 2025-07-15 | 13F | Fifth Third Bancorp | 52 801 | 7,85 | 4 312 | 11,68 | ||||
| 2025-08-14 | 13F | Sig Brokerage, Lp | Call | 7 500 | 612 | |||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 4 754 | 2,55 | 388 | 6,30 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 2 732 | 0,07 | 223 | 3,72 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 26 565 | 1,15 | 2 169 | 4,78 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 23 631 | 0,03 | 1 930 | 3,60 | ||||
| 2025-08-14 | 13F | Sig Brokerage, Lp | Put | 7 500 | 612 | |||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 4 838 | 395 | ||||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 19 964 | 5 620,34 | 1 630 | 5 937,04 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 27 526 | 80,12 | 2 248 | 86,63 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 4 186 | 342 | ||||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 470 | 8,05 | 38 | 11,76 | ||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 19 841 | 1 620 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 86 812 | 7 089 | ||||||
| 2025-08-13 | 13F | Lumbard & Kellner, LLC | 4 793 | 391 | ||||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 13 330 | 4,08 | 1 089 | 7,83 | ||||
| 2025-08-13 | 13F | HAP Trading, LLC | Put | 13 600 | 21,43 | 9 | 50,00 | |||
| 2025-08-14 | 13F | Colony Group, LLC | 203 011 | 7,99 | 16 578 | 11,83 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 9 981 | 38,80 | 815 | 43,74 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 17 525 | 2,13 | 1 | 0,00 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 3 000 | 245 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 224 535 | 35,35 | 18 336 | 40,18 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 719 | 23,14 | 206 | 17,82 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 28 133 | 8,56 | 2 305 | 12,55 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 62 087 | 5 070 | ||||||
| 2025-07-29 | 13F | FLC Capital Advisors | 3 401 | 278 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 16 522 | 0,01 | 1 349 | 3,61 | ||||
| 2025-07-15 | 13F | Maseco Llp | 264 | 22 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 14 547 | 26,95 | 1 188 | 31,45 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 6 134 | 3,37 | 501 | 7,07 | ||||
| 2025-08-13 | 13F | New Harbor Financial Group, LLC | 245 941 | 20 084 | ||||||
| 2025-08-14 | 13F | Alpine Global Management, LLC | 12 648 | 1 033 | ||||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 5 914 | 1,09 | 483 | 4,56 | ||||
| 2025-09-03 | 13F | American Trust | 2 532 | 207 | ||||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 3 200 | 261 | ||||||
| 2025-07-21 | 13F | Consolidated Investment Group LLC | 33 870 | 41,89 | 2 766 | 46,92 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 29 055 | 2,27 | 2 373 | 5,89 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 37 473 | 2 079,93 | 3 060 | 2 166,67 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 5 275 | 431 | ||||||
| 2025-07-08 | 13F | D. Scott Neal, Inc. | 30 601 | 5,77 | 2 499 | 9,51 | ||||
| 2025-07-30 | NP | HCYAX - HILTON TACTICAL INCOME FUND Investor Class | 33 240 | 2,25 | 2 723 | 5,75 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 85 926 | 20,36 | 7 361 | 30,79 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 54 163 | 47,73 | 4 423 | 53,01 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 27 495 | 7,03 | 2 245 | 10,86 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 6 371 | 4,58 | 520 | 8,33 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 1 844 | 151 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 823 | 83,30 | 67 | 91,43 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 3 801 | 0,37 | 300 | 4,18 | ||||
| 2025-08-01 | 13F | Motco | 100 | 9 | ||||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 3 494 | 0,03 | 285 | 3,64 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 12 700 | 4,48 | 1 037 | 8,25 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 41 166 | 0,77 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 6 390 | 15,68 | 522 | 19,77 | ||||
| 2025-07-30 | 13F | Dupont Capital Management Corp | 173 805 | 14 193 | ||||||
| 2025-08-14 | 13F | Aster Capital Management (DIFC) Ltd | 31 346 | 2 560 | ||||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 3 951 | 3,48 | 323 | 9,90 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 70 | 6 | ||||||
| 2025-07-21 | 13F | Washington Growth Strategies Llc | 21 157 | 26 681,01 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 4 366 | 9,70 | 357 | 13,74 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 18 465 | 86,52 | 1 508 | 93,21 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 210 196 | 94,77 | 17 165 | 101,72 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 540 490 | 5 207,25 | 44 137 | 5 410,11 | ||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 58 098 | 4 744 | ||||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 9 705 | 9,16 | 792 | 12,98 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 7 120 | 62,26 | 581 | 68,41 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 2 453 | 200 | ||||||
| 2025-05-13 | 13F | CacheTech Inc. | 37 738 | 2 976 | ||||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 3 213 | 2,78 | 262 | 6,50 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 9 087 078 | 103,00 | 742 051 | 110,23 | ||||
| 2025-08-13 | 13F | Martin & Co Inc /tn/ | 62 396 | 0,04 | 5 095 | 3,60 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 7 048 | 5,64 | 576 | 9,32 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 537 | 6,97 | 44 | 10,26 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 92 687 | 10,41 | 8 | 16,67 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 26 190 | 2 205,46 | 2 139 | 2 302,25 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 12 904 625 | 1,28 | 1 053 792 | 4,89 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | −48 | −42,17 | −4 | −50,00 | |||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 14 899 | 105,62 | 1 217 | 112,96 | ||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 5 940 | 123,48 | 485 | 132,06 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 5 921 | 34,87 | 484 | 39,60 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 4 642 | 26,76 | 379 | 30,69 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 7 109 | 11,51 | 581 | 15,54 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 2 165 | 58,61 | 177 | 64,49 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 42 | 100,00 | 3 | 200,00 | ||||
| 2025-08-18 | 13F | V2 Financial group LLC | 6 819 | 3,02 | 557 | 6,72 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 12 717 | 1 038 | ||||||
| 2025-08-14 | 13F | Jain Global LLC | 25 628 | 2 093 | ||||||
| 2025-08-14 | 13F | Monetary Management Group Inc | 9 132 | 5,33 | 746 | 9,08 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 729 278 | 5,40 | 59 553 | 9,15 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 33 611 | 5,91 | 2 650 | 10,32 | ||||
| 2025-08-11 | 13F | Citigroup Inc | Call | 550 000 | 3 828,57 | 44 913 | 3 971,89 | |||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 11 111 | 1,73 | 907 | 5,34 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 3 879 | 317 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 29 043 | 42,42 | 2 372 | 47,54 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 21 182 | 1,04 | 1 730 | 4,66 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 22 447 | 73,03 | 1 833 | 79,35 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 22 663 | 256,17 | 1 851 | 269,26 | ||||
| 2025-08-13 | 13F | Constitution Capital LLC | 6 245 | 0,24 | 510 | 3,67 | ||||
| 2025-08-14 | 13F | KKM Financial LLC | 3 364 | 275 | ||||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 3 410 | 0,62 | 278 | 4,12 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 27 182 | 2,77 | 2 220 | 6,43 |
