Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.
Uppgraderaför att låsa upp premiumdata.
Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 65 801 | −10,33 | 11 950 | −5,90 | ||||
2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 31 498 | −27,87 | 5 724 | −24,33 | ||||
2025-07-17 | 13F | PMG Wealth Management, Inc. | 31 662 | −0,59 | 5 754 | 4,30 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Vista Investment Management | 4 021 | −9,44 | 731 | −5,07 | ||||
2025-08-14 | 13F | SummitTX Capital, L.P. | 6 202 | −76,89 | 1 127 | −75,75 | ||||
2025-07-17 | 13F | Coastline Trust Co | 3 712 | −6,03 | 675 | −1,46 | ||||
2025-05-15 | 13F | Ubs Oconnor Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-05-15 | 13F | Davidson Kempner Capital Management Lp | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Change Path, LLC | 55 920 | −24,38 | 10 163 | −20,67 | ||||
2025-05-15 | 13F | Ubs Oconnor Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 1 895 | −7,06 | 344 | −2,55 | ||||
2025-08-07 | 13F | WESCAP Management Group, Inc. | 199 322 | −0,46 | 36 225 | 4,43 | ||||
2025-07-07 | 13F | Hedges Asset Management LLC | 1 500 | −57,14 | 273 | −55,12 | ||||
2025-08-07 | 13F | Capitol Family Office, Inc. | 5 614 | −5,47 | 1 020 | −0,78 | ||||
2025-08-01 | 13F | First National Trust Co | 19 219 | −0,37 | 3 493 | 4,52 | ||||
2025-08-12 | 13F | LPL Financial LLC | 5 069 864 | −3,63 | 921 397 | 1,10 | ||||
2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 15 100 | −34,63 | 2 744 | −32,20 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 8 192 | −14,43 | 1 489 | −10,25 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 34 220 | −3,03 | 6 219 | 1,75 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 7 917 | −0,24 | 1 439 | 4,66 | ||||
2025-07-30 | 13F | Cambridge Capital Management, Llc | 13 455 | −1,23 | 2 445 | 3,65 | ||||
2025-05-29 | 13F | Plum Street Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-04 | 13F | REDW Wealth LLC | 19 618 | −12,33 | 3 565 | −8,02 | ||||
2025-07-15 | 13F | Avaii Wealth Management, Llc | 1 815 | −55,72 | 330 | −53,66 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 23 735 | −6,34 | 4 132 | −7,79 | ||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 96 971 | −8,61 | 17 623 | −4,12 | ||||
2025-07-07 | 13F | Greenfield Savings Bank | 5 220 | −2,74 | 949 | 2,05 | ||||
2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Fiduciary Group LLC | 13 467 | −8,12 | 2 448 | −3,62 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 4 040 | −43,05 | 734 | −40,23 | ||||
2025-08-14 | 13F | Hudson Bay Capital Management LP | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 27 689 | −3,17 | 5 060 | 2,16 | ||||
2025-08-14 | 13F | Abound Financial, Llc | 8 870 | −0,72 | 1 612 | 4,20 | ||||
2025-04-04 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
2025-04-29 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | −100,00 | 0 | |||||
2025-05-08 | 13F | JBF Capital, Inc. | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 3 129 | −0,48 | 569 | 4,41 | ||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 9 832 | −10,58 | 1 787 | −6,20 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 1 761 | −6,13 | 320 | −1,23 | ||||
2025-08-12 | 13F | Prosperitas Financial LLC | 1 174 | −2,89 | 213 | 1,91 | ||||
2025-07-15 | 13F | McAdam, LLC | 255 476 | −3,81 | 46 430 | 0,91 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 121 317 | −26,94 | 22 048 | −23,35 | ||||
2025-08-11 | 13F | Citigroup Inc | Put | 350 000 | −36,36 | 63 609 | −33,24 | |||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 165 476 | −2,47 | 30 074 | 2,32 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 4 223 | −5,12 | 1 | |||||
2025-07-31 | 13F | CAP Partners, LLC | 1 211 | −31,77 | 220 | −28,34 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 1 169 | −9,10 | 212 | −4,50 | ||||
2025-08-01 | 13F | Planning Directions Inc | 0 | −100,00 | 0 | |||||
2025-08-29 | NP | CGHIX - Timber Point Global Allocations Fund Institutional Class Shares | 2 500 | −50,00 | 454 | −47,58 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 14 713 | −44,64 | 2 720 | −39,39 | ||||
2025-08-19 | 13F | Delos Wealth Advisors, LLC | 13 658 | −4,40 | 2 482 | 0,32 | ||||
2025-05-12 | 13F | Victory Financial Group, Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Carrera Capital Advisors | 6 387 | −10,55 | 1 161 | −6,15 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 131 952 | −13,94 | 23 981 | −9,71 | ||||
2025-08-11 | 13F | Tidemark, LLC | 231 | −46,40 | 42 | −44,59 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 32 315 | −15,66 | 5 887 | −11,61 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 9 025 | −2,05 | 1 640 | 2,76 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | First American Trust, Fsb | 1 166 | −4,03 | 212 | 0,48 | ||||
2025-08-14 | 13F | Avant Capital LLC | 6 704 | −9,92 | 1 218 | −5,51 | ||||
2025-06-03 | 13F/A | First National Bank Of Omaha | 2 750 | −48,11 | 476 | −43,06 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 9 515 | −18,73 | 1 729 | −14,74 | ||||
2025-07-31 | 13F | Boothe Investment Group, Inc. | 6 278 | −9,64 | 1 141 | −5,24 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 3 423 | −18,27 | 630 | −7,49 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 13 569 | −2,29 | 2 466 | 2,49 | ||||
2025-07-23 | 13F | InTrack Investment Management Inc | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 31 871 | −13,57 | 5 792 | −9,33 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 7 121 | −8,67 | 1 294 | −4,15 | ||||
2025-07-23 | 13F | WESPAC Advisors, LLC | 9 163 | −0,03 | 1 665 | 4,91 | ||||
2025-07-18 | 13F | First Pacific Financial | 190 | −41,90 | 35 | −39,29 | ||||
2025-08-12 | 13F | XTX Topco Ltd | 4 647 | −76,76 | 845 | −75,64 | ||||
2025-08-06 | 13F | Black Swift Group, LLC | 81 880 | −49,86 | 14 881 | −47,40 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 1 891 | −6,29 | 344 | −1,72 | ||||
2025-04-30 | 13F | Index Fund Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 26 067 | −38,33 | 4 737 | −35,30 | ||||
2025-08-12 | 13F | Personal Cfo Solutions, Llc | 3 833 | −5,50 | 697 | −0,85 | ||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Founders Capital Management | 2 458 | −7,45 | 447 | −3,04 | ||||
2025-07-18 | 13F | New Wave Wealth Advisors Llc | 7 474 | −5,33 | 1 358 | −0,66 | ||||
2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 16 113 | −0,80 | 3 | 0,00 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 15 637 | −1,79 | 2 842 | 3,01 | ||||
2025-07-08 | 13F | Advance Capital Management, Inc. | 3 996 | −19,40 | 726 | −15,38 | ||||
2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 1 726 | −99,59 | 314 | −99,57 | ||||
2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 3 549 | −0,73 | 645 | 4,04 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 5 021 | −0,36 | 928 | 9,05 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 2 877 | −76,40 | 523 | −75,28 | ||||
2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 136 591 | −3,71 | 24 824 | 1,03 | ||||
2025-04-10 | 13F | Oak Root LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Madison Wealth Partners, Inc | 23 603 | −14,34 | 4 290 | −10,14 | ||||
2025-08-07 | 13F | PFG Advisors | 24 522 | −14,73 | 4 457 | −10,54 | ||||
2025-04-23 | 13F | Chevy Chase Trust Holdings, Inc. | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Kornitzer Capital Management Inc /ks | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 5 980 | −8,52 | 1 087 | −4,06 | ||||
2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 289 | −85,61 | 0 | |||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 14 840 | −2,32 | 2 697 | 2,51 | ||||
2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5 981 | −2,94 | 1 087 | 1,87 | ||||
2025-05-13 | 13F | Prudential Financial Inc | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | BW Gestao de Investimentos Ltda. | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-07-29 | 13F | Fundamentun, Llc | 122 355 | −6,49 | 22 237 | −1,90 | ||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Maia Wealth LLC | 3 154 | −33,59 | 573 | −26,44 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 532 828 | −8,83 | 96 836 | −4,35 | ||||
2025-07-23 | 13F | Lansing Street Advisors | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 10 889 | −13,37 | 1 979 | −9,14 | ||||
2025-07-30 | NP | TAX - Cambria Tax Aware ETF | 4 307 | −5,03 | 760 | −7,10 | ||||
2025-08-06 | 13F | Agf Management Ltd | 58 910 | −0,70 | 10 706 | 4,17 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 1 481 | −1,33 | 269 | 3,86 | ||||
2025-07-31 | 13F | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 6 463 | −2,00 | 1 175 | 2,98 | ||||
2025-08-05 | 13F | HFG Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 5 505 | −87,83 | 1 001 | −87,24 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 1 622 | −9,23 | 295 | −4,85 | ||||
2025-07-11 | 13F | Essex Savings Bank | 3 757 | −8,68 | 683 | −4,21 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 2 200 | −29,03 | 400 | −25,70 | |||
2025-05-13 | 13F | Old Point Trust & Financial Services N A | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 40 351 | −1,05 | 7 333 | 3,81 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 38 766 | −1,16 | 7 045 | 3,47 | ||||
2025-08-14 | 13F | Alphadyne Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Victrix Investment Advisors | 10 919 | −2,91 | 1 984 | 4,31 | ||||
2025-07-23 | 13F | Monte Financial Group, LLC | 4 071 | −1,36 | 740 | 10,13 | ||||
2025-07-09 | 13F | Mirador Capital Partners LP | 4 593 | −2,65 | 835 | 2,08 | ||||
2025-07-08 | 13F | Northstar Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Concentric Capital Strategies, LP | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Independence Bank of Kentucky | 7 921 | −8,89 | 1 440 | −4,45 | ||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 5 823 | −19,37 | 1 058 | −15,43 | ||||
2025-07-29 | 13F | Spreng Capital Management, Inc. | 6 949 | −2,22 | 1 263 | 2,52 | ||||
2025-08-06 | 13F | Marco Investment Management Llc | 14 718 | −0,07 | 2 675 | 4,82 | ||||
2025-08-13 | 13F | RIA Advisory Group LLC | 3 663 | −99,11 | 666 | −99,07 | ||||
2025-05-13 | 13F | Central Asset Investments & Management Holdings (HK) Ltd | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 8 147 | −2,14 | 1 481 | 1,51 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 55 760 | −3,54 | 10 134 | 1,20 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 1 778 | −13,44 | 323 | −9,01 | ||||
2025-07-22 | 13F | Appleton Partners Inc/ma | 1 540 | −1,91 | 0 | |||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 20 746 | −77,87 | 3 771 | −76,78 | ||||
2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 6 052 | −14,29 | 1 100 | −10,14 | ||||
2025-08-13 | 13F | Garner Asset Management Corp | 19 070 | −28,23 | 3 466 | −24,71 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 529 | −74,64 | 96 | −73,41 | ||||
2025-07-24 | 13F/A | TFR Capital, LLC. | 11 120 | −5,60 | 2 021 | −0,98 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 6 312 | −15,80 | 1 147 | −11,63 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 9 590 | −10,94 | 1 743 | −6,60 | ||||
2025-08-05 | 13F | LTG Capital LLC | 111 410 | −0,19 | 20 248 | 4,71 | ||||
2025-05-05 | 13F | Copperwynd Financial, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Strategy Asset Managers Llc | 25 887 | −17,68 | 4 705 | −13,64 | ||||
2025-07-10 | 13F | McHugh Group, LLC | 33 094 | −1,18 | 6 015 | 3,67 | ||||
2025-07-16 | 13F | Cadent Capital Advisors, LLC | 68 668 | −21,74 | 12 480 | −17,89 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 91 163 | −2,00 | 16 568 | 2,81 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 5 315 | −1,56 | 921 | −2,65 | ||||
2025-08-26 | 13F | Nautilus Advisors LLC | 2 854 | −12,91 | 519 | −8,64 | ||||
2025-07-11 | 13F | Diversified Trust Co | 22 175 | −1,75 | 4 030 | 3,10 | ||||
2025-08-12 | 13F | Mmbg Investment Advisors Co. | 4 295 | −4,66 | 781 | 0,00 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 771 | −88,56 | 140 | −88,00 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 1 566 | −38,20 | 285 | −35,31 | ||||
2025-08-06 | 13F | Horan Securities, Inc. | 2 508 | −8,47 | 456 | −4,01 | ||||
2025-08-07 | 13F | Encompass More Asset Management | 2 041 | −48,78 | 371 | −46,38 | ||||
2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 4 194 | −20,40 | 762 | −16,45 | ||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 3 964 548 | −0,57 | 720 517 | 4,31 | ||||
2025-08-11 | 13F | Aspen Investment Management Inc | 61 603 | −7,39 | 11 | 0,00 | ||||
2025-08-13 | 13F | Elios Financial Group Inc. | 3 083 | −3,84 | 560 | 0,90 | ||||
2025-07-30 | 13F | Dudley Capital Management, Llc | 4 043 | −12,89 | 735 | −8,71 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 73 | −13,10 | 13 | −7,14 | ||||
2025-07-17 | 13F | LifeGoal Wealth Advisors | 0 | −100,00 | 0 | |||||
2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 19 867 | −12,81 | 3 611 | −8,51 | ||||
2025-08-13 | 13F | Walleye Trading LLC | 4 583 | −64,42 | 833 | −62,71 | ||||
2025-07-17 | 13F | Stone Point Wealth LLC | 32 213 | −1,23 | 5 854 | 3,63 | ||||
2025-07-22 | 13F | Private Wealth Group, LLC | 48 060 | −3,73 | 8 734 | 0,99 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 17 625 | −4,05 | 3 203 | 0,66 | ||||
2025-08-13 | 13F | Invesco Ltd. | 10 181 554 | −9,00 | 1 850 396 | −4,53 | ||||
2025-07-31 | 13F | Ndwm Llc | 36 820 | −0,02 | 6 692 | 4,89 | ||||
2025-07-17 | 13F | Greenleaf Trust | 60 394 | −4,05 | 10 976 | 0,67 | ||||
2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 1 392 | −0,93 | 253 | 4,12 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 33 788 | −16,59 | 6 141 | −12,50 | ||||
2025-05-15 | 13F | Lighthouse Investment Partners, LLC | Call | 0 | −100,00 | 0 | ||||
2025-05-15 | 13F | Prelude Capital Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 1 319 | −1,64 | 240 | 3,02 | ||||
2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 9 329 | −1,49 | 1 695 | 3,35 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 151 011 | −6,79 | 27 445 | −2,21 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 3 218 | −6,89 | 585 | −2,34 | ||||
2025-08-05 | 13F | Advisors Preferred, LLC | 26 497 | −1,36 | 4 872 | 4,62 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 43 786 | −50,41 | 8 040 | −47,43 | ||||
2025-08-11 | 13F | Actinver Wealth Management, Inc. | 6 898 | −56,97 | 1 254 | −54,86 | ||||
2025-07-22 | 13F | MGO Private Wealth, LLC | 6 150 | −55,85 | 1 118 | −53,71 | ||||
2025-08-14 | 13F | Bizma Investimentos Ltda | 490 199 | −12,24 | 89 089 | −7,93 | ||||
2025-07-31 | 13F | Ssa Swiss Advisors Ag | 52 680 | −12,95 | 9 828 | −6,24 | ||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 4 407 | −2,26 | 801 | 2,43 | ||||
2025-08-14 | 13F | American Trust Investment Advisors, LLC | 1 706 | −49,56 | 310 | −47,01 | ||||
2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Park Avenue Securities Llc | 25 722 | −69,02 | 5 | −71,43 | ||||
2025-04-22 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Fortune Financial Advisors, LLC | 14 140 | −0,69 | 2 570 | 4,18 | ||||
2025-08-14 | 13F | Cura Wealth Advisors, Llc | 3 247 | −19,67 | 590 | −15,71 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 2 020 | −22,22 | 367 | −18,26 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 5 345 | −3,26 | 971 | 1,57 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 3 731 | −1,66 | 678 | 3,20 | ||||
2025-05-14 | 13F | Estate Counselors, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Kcm Investment Advisors Llc | 6 281 | −2,64 | 1 142 | 2,15 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 405 057 | −19,01 | 73 615 | −15,03 | ||||
2025-08-12 | 13F | Del-Sette Capital Management, LLC | 5 650 | −88,78 | 1 027 | −88,24 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 1 768 | −26,15 | 321 | −22,46 | ||||
2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
2025-05-01 | 13F | Reyes Financial Architecture, Inc. | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Donald L. Hagan, LLC | 3 991 | −45,71 | 725 | −43,05 | ||||
2025-08-14 | 13F | Massar Capital Management, LP | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Rainier Family Wealth Inc | 4 430 | −74,23 | 805 | −72,96 | ||||
2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 29 288 | −1,07 | 5 323 | 3,78 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2 133 | −96,32 | 388 | −96,19 | ||||
2025-07-29 | 13F | Curbstone Financial Management Corp | 38 233 | −1,35 | 6 949 | 3,50 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 228 450 | −5,48 | 41 518 | −0,84 | ||||
2025-08-08 | 13F | Renasant Bank | 17 970 | −8,21 | 3 266 | −3,72 | ||||
2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Sage Rhino Capital Llc | 95 159 | −6,44 | 17 294 | −1,84 | ||||
2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 4 155 | −31,93 | 755 | −28,57 | ||||
2025-07-21 | 13F | Financial Services Advisory Inc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 2 628 | −9,29 | 478 | −4,79 | ||||
2025-08-13 | 13F | Greenwich Wealth Management LLC | 12 410 | −0,89 | 2 | 0,00 | ||||
2025-07-29 | 13F | Vectors Research Management, LLC | 146 008 | −26,67 | 26 535 | −23,07 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 811 | −14,00 | 147 | −9,82 | ||||
2025-07-31 | 13F | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 19 802 | −1,34 | 3 601 | 3,60 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 266 397 | −0,05 | 48 415 | 4,86 | ||||
2025-08-18 | NP | GVEQX - Government Street Equity Fund | 12 000 | −43,93 | 2 181 | −41,19 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 5 724 | −42,30 | 1 040 | −39,46 | ||||
2025-08-14 | 13F | Mbb Public Markets I Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 15 271 | −27,85 | 2 775 | −24,30 | ||||
2025-08-11 | 13F | Waratah Capital Advisors Ltd. | Put | 0 | −100,00 | 0 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 17 952 | −6,28 | 3 263 | −1,66 | ||||
2025-07-15 | 13F | BostonPremier Wealth LLC | 38 630 | −0,12 | 7 021 | 4,78 | ||||
2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 23 148 | −2,31 | 4 207 | 2,49 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Moulton Wealth Management, Inc | 0 | −100,00 | 0 | |||||
2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Domestic ETF | 7 599 | −0,01 | 1 381 | 4,94 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 98 295 | −2,25 | 17 864 | 2,55 | ||||
2025-08-11 | 13F | Lighthouse Financial LLC | 1 730 | −5,46 | 314 | −0,95 | ||||
2025-07-29 | 13F | Nicholson Wealth Management Group, LLC | 3 289 | −0,87 | 598 | 4,01 | ||||
2025-05-12 | 13F | JFG Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 2 649 | −19,24 | 481 | −15,32 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 161 449 | −0,05 | 29 342 | 4,86 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 153 114 | −1,46 | 27 827 | 3,38 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 96 755 | −1,87 | 17 584 | 2,95 | ||||
2025-07-14 | 13F | Edge Wealth Management LLC | 3 231 | −2,94 | 588 | 1,91 | ||||
2025-07-22 | 13F | Bank Hapoalim Bm | 1 499 | −14,29 | 0 | |||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 3 509 | −14,87 | 638 | −10,78 | ||||
2025-05-14 | 13F | West Chester Capital Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-16 | 13F | New Insight Wealth Advisors | 63 717 | −4,86 | 11 580 | −0,19 | ||||
2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 13 946 | −4,54 | 2 535 | 0,16 | ||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 222 104 | −0,18 | 40 365 | 4,72 | ||||
2025-08-07 | 13F | Rossmore Private Capital | 6 867 | −8,65 | 1 248 | −4,15 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 74 910 | −10,91 | 13 614 | −6,54 | ||||
2025-08-07 | 13F | Merrion Investment Management Co, LLC | 2 425 | −19,17 | 441 | −15,22 | ||||
2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 99 456 | −31,26 | 18 075 | −27,88 | ||||
2025-07-28 | 13F | Nvest Financial, LLC | 1 768 | −39,47 | 321 | −36,44 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 3 652 507 | −1,92 | 663 744 | 2,73 | ||||
2025-08-05 | 13F | Frederick Financial Consultants, LLC | 1 587 | −6,70 | 288 | −2,04 | ||||
2025-08-01 | 13F | Mizuho Markets Americas Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | SCS Capital Management LLC | 37 432 | −3,80 | 6 803 | 0,92 | ||||
2025-07-25 | 13F | Prostatis Group LLC | 18 927 | −31,06 | 3 440 | −27,68 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1 497 | −14,99 | 272 | −10,82 | ||||
2025-08-08 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Hbk Investments L P | Put | 0 | −100,00 | 0 | ||||
2025-08-04 | 13F | Wealth Management Associates, Inc. | 2 213 | −25,14 | 402 | −21,48 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2 409 | −2,07 | 438 | 1,39 | ||||
2025-04-02 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Bfsg, Llc | 1 717 | −8,77 | 312 | −4,31 | ||||
2025-08-06 | 13F | Disciplined Investors, L.L.C. | 5 467 | −8,24 | 994 | −3,78 | ||||
2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 17 779 | −5,08 | 3 231 | −0,40 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 1 286 | −28,28 | 234 | −24,84 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 4 775 | −26,72 | 868 | −23,14 | ||||
2025-07-30 | 13F | MTC Wealth Management LLC | 47 048 | −2,35 | 8 551 | 2,44 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 4 126 | −0,58 | 750 | 4,32 | ||||
2025-08-14 | 13F | Pentwater Capital Management LP | Put | 0 | −100,00 | 0 | ||||
2025-07-17 | 13F | First County Bank /CT/ | 2 090 | −5,52 | 380 | −1,04 | ||||
2025-08-07 | 13F | American Alpha Advisors, LLC | 4 709 | −91,35 | 856 | −90,93 | ||||
2025-08-11 | 13F | Baldwin Investment Management, LLC | 5 918 | −0,55 | 1 075 | 4,37 | ||||
2025-07-28 | 13F | Courier Capital Llc | 110 929 | −27,00 | 20 160 | −23,42 | ||||
2025-07-09 | 13F | Orser Capital Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-05 | 13F | Atlas Wealth LLC | 86 736 | −36,26 | 15 948 | −32,34 | ||||
2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Erste Asset Management GmbH | 188 560 | −1,57 | 34 269 | 414,38 | ||||
2025-04-11 | 13F | LPF Advisors LLC | 1 210 | −3,12 | 210 | −4,13 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 5 989 | −2,04 | 1 088 | 2,74 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 34 190 | −0,96 | 6 214 | 9,15 | ||||
2025-05-13 | 13F | HighTower Advisors, LLC | Call | 0 | −100,00 | 0 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 12 176 | −0,95 | 2 213 | 3,80 | ||||
2025-08-06 | 13F | Rps Advisory Solutions Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Shufro Rose & Co Llc | 168 046 | −0,82 | 29 111 | −0,81 | ||||
2025-05-15 | 13F | Point72 Europe (London) LLP | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Consolidated Planning Corp | 20 570 | −1,64 | 3 738 | 3,20 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 29 994 | −2,55 | 5 451 | 2,25 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 25 | −63,24 | 5 | −63,64 | ||||
2025-07-16 | 13F | MBE Wealth Management, LLC | 1 468 | −17,99 | 267 | −14,19 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 24 221 | −7,30 | 4 402 | −2,74 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 11 380 | −0,09 | 2 068 | 4,82 | ||||
2025-05-14 | 13F | Vega Investment Solutions | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Black Maple Capital Management LP | 23 600 | −21,59 | 4 289 | −17,74 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 1 949 | −32,11 | 354 | −28,77 | ||||
2025-04-22 | 13F | Verde Servicos Internacionais S.A. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Twin Tree Management, LP | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 8 350 | −20,90 | 1 518 | −17,01 | ||||
2025-07-31 | 13F | Hartford Financial Management Inc. | 7 394 | −2,26 | 1 344 | 2,52 | ||||
2025-07-14 | 13F | Abound Wealth Management | 4 008 | −1,01 | 728 | 3,85 | ||||
2025-08-12 | 13F | Braun Stacey Associates Inc | 3 305 | −0,03 | 601 | 4,90 | ||||
2025-08-13 | 13F | Haverford Trust Co | 38 539 | −5,60 | 7 004 | −0,96 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 4 300 | −68,76 | 781 | −67,24 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 18 161 | −19,77 | 3 301 | −16,14 | ||||
2025-08-14 | 13F | Farallon Capital Management Llc | Put | 2 300 000 | −47,73 | 418 002 | −45,79 | |||
2025-05-15 | 13F | Hbk Investments L P | Call | 0 | −100,00 | 0 | ||||
2025-08-12 | 13F | Cowa, Llc | 17 754 | −57,76 | 3 228 | −14,13 | ||||
2025-04-09 | 13F | Selway Asset Management | 3 088 | −18,48 | 535 | −19,46 | ||||
2025-07-17 | 13F | KWB Wealth | 12 060 | −8,11 | 2 089 | −9,13 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 380 120 | −7,71 | 69 083 | −3,18 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 2 075 | −6,28 | 374 | −2,35 | ||||
2025-07-15 | 13F | Capstone Wealth Management Group LLC | 2 473 | −25,65 | 449 | −22,05 | ||||
2025-05-01 | 13F | Lane & Associates LLC | 2 835 | −1,87 | 491 | −6,12 | ||||
2025-08-14 | 13F/A | Barclays Plc | Put | 39 700 | −33,50 | 7 | −30,00 | |||
2025-07-21 | 13F | Mendota Financial Group, LLC | 60 990 | −11,08 | 11 084 | −6,71 | ||||
2025-08-08 | 13F | Creative Planning | 207 961 | −9,51 | 37 795 | −5,06 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 194 901 | −2,52 | 35 421 | 2,26 | ||||
2025-07-15 | 13F | Well Done, LLC | 37 528 | −9,72 | 6 820 | −6,36 | ||||
2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 37 982 | −12,74 | 20 952 | 168,34 | ||||
2025-07-10 | 13F | Marshall Financial Group LLC | 10 455 | −10,62 | 1 921 | −5,23 | ||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 15 535 | −36,77 | 2 823 | −33,65 | ||||
2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 21 977 | −15,50 | 3 994 | −11,34 | ||||
2025-05-16 | 13F | Temasek Holdings (Private) Ltd | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 74 351 | −31,58 | 13 513 | −28,22 | ||||
2025-08-08 | 13F | Beck Bode, LLC | 4 609 | −32,36 | 838 | −29,07 | ||||
2025-08-12 | 13F | Prudential Plc | 1 135 | −17,15 | 206 | −13,08 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 27 | −73,27 | 5 | −75,00 | ||||
2025-08-12 | 13F/A | Moore Capital Management, Lp | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 54 970 | −1,53 | 10 187 | 5,35 | ||||
2025-08-28 | NP | Rivernorth Opportunities Fund, Inc. | Short | −23 824 | −65,58 | −4 330 | −63,89 | |||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 72 278 | −4,21 | 13 136 | 0,50 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-04-28 | 13F | Redmont Wealth Advisors Llc | 44 776 | −2,14 | 7 757 | −3,26 | ||||
2025-08-05 | 13F | Astra Wealth Partners LLC | 2 171 | −10,95 | 395 | −6,64 | ||||
2025-08-12 | 13F | one8zero8, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 80 547 | −19,41 | 13 223 | −23,49 | ||||
2025-04-23 | 13F | St. Johns Investment Management Company, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Audent Global Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | MKT Advisors LLC | 2 959 | −10,14 | 544 | 6,04 | ||||
2025-08-05 | 13F | Tsfg, Llc | 14 557 | −5,78 | 3 | 0,00 | ||||
2025-07-09 | 13F | Clarus Wealth Advisors | 1 412 | −2,42 | 260 | 9,24 | ||||
2025-07-31 | 13F | WFA Asset Management Corp | 60 345 | −45,20 | 9 913 | −46,85 | ||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 4 037 | −0,07 | 734 | 4,86 | ||||
2025-05-02 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 5 218 | −0,36 | 948 | 4,52 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 867 080 | −5,65 | 157 583 | −1,01 | ||||
2025-05-12 | 13F | Fiduciary Family Office, Llc | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Golden State Equity Partners | 5 388 | −69,81 | 979 | −68,33 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 20 126 | −1,14 | 3 658 | 3,72 | ||||
2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 13 216 | −5,06 | 2 402 | −0,41 | ||||
2025-07-15 | 13F | Floyd Financial Group Llc | 31 245 | −6,63 | 5 786 | −0,21 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 30 738 | −1,11 | 5 586 | 3,75 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 49 074 | −23,72 | 8 919 | −19,97 | ||||
2025-08-14 | 13F | Balyasny Asset Management Llc | Call | 0 | −100,00 | 0 | ||||
2025-08-14 | 13F | Investment House Llc | 5 362 | −59,32 | 974 | −57,34 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | Call | 0 | −100,00 | 0 | ||||
2025-04-15 | 13F | Collier Financial | 2 970 | −11,95 | 514 | −13,03 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | Put | 0 | −100,00 | 0 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 7 702 | −61,86 | 1 416 | −57,36 | ||||
2025-07-29 | 13F | Arcus Capital Partners, LLC | 4 802 | −1,66 | 873 | 3,20 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Carr Financial Group Corp | 4 295 | −39,24 | 781 | −36,27 | ||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 9 259 | −0,94 | 1 683 | 3,89 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 783 662 | −16,28 | 142 423 | −12,17 | ||||
2025-07-22 | 13F | David Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Atwood & Palmer Inc | 41 840 | −0,05 | 7 604 | 4,87 | ||||
2025-07-24 | 13F | True Link Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Manning & Napier Advisors Llc | 125 029 | −31,66 | 22 726 | −28,29 | ||||
2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 13 218 | −65,34 | 2 402 | −63,64 | ||||
2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 840 | −23,22 | 153 | −19,58 | ||||
2025-07-03 | 13F | First Hawaiian Bank | 1 920 | −63,53 | 349 | −61,84 | ||||
2025-08-12 | 13F | Maripau Wealth Management Llc | 19 331 | −12,10 | 3 542 | −7,04 | ||||
2025-05-15 | 13F | Polar Asset Management Partners Inc. | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Wealth Architects, LLC | 3 422 | −27,21 | 622 | −23,71 | ||||
2025-08-08 | 13F | Westwood Holdings Group Inc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Cercano Management LLC | 784 408 | −2,05 | 142 558 | 2,76 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 1 607 | −0,68 | 292 | 4,29 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 3 182 | −4,33 | 588 | 9,11 | ||||
2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Financial Counselors Inc | 2 800 | −73,80 | 509 | −72,56 | ||||
2025-08-08 | 13F | Bailard, Inc. | 21 399 | −60,03 | 3 889 | −58,08 | ||||
2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 2 607 | −0,69 | 474 | 4,19 | ||||
2025-08-04 | 13F | Ledyard National Bank | 0 | −100,00 | 0 | |||||
2025-08-19 | 13F | Advisory Services Network, LLC | 116 486 | −10,75 | 21 390 | −5,39 | ||||
2025-07-28 | 13F | Chesapeake Wealth Management | 1 459 | −11,14 | 265 | −6,69 | ||||
2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-02 | 13F | Capital Market Strategies LLC | 2 253 | −6,63 | 410 | −2,15 | ||||
2025-04-21 | 13F | Helios Capital Management Pte. Ltd | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Banque Transatlantique SA | 2 746 | −14,21 | 499 | −2,54 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 14 415 | −13,58 | 2 620 | −9,38 | ||||
2025-08-04 | 13F | Horizon Wealth Management, LLC | 28 237 | −3,00 | 5 132 | 1,77 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | First Merchants Corp | 12 730 | −5,49 | 2 314 | −0,86 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 236 432 | −4,29 | 42 969 | 0,41 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 2 433 | −81,11 | 442 | −80,19 | ||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | RMR Capital Management, LLC | 23 021 | −3,63 | 4 184 | 1,09 | ||||
2025-08-08 | 13F | Mjp Associates Inc /adv | 13 831 | −1,37 | 2 514 | 3,46 | ||||
2025-07-28 | 13F | JGP Wealth Management, LLC | 6 715 | −5,22 | 1 220 | −0,57 | ||||
2025-05-05 | 13F | Carmel Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-05-02 | 13F | Pinkerton Retirement Specialists, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | SG Americas Securities, LLC | 48 894 | −36,23 | 9 | −38,46 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 80 887 | −93,54 | 14 700 | −93,23 | ||||
2025-08-14 | 13F | Graham Capital Management, L.P. | 48 100 | −7,50 | 8 742 | −2,95 | ||||
2025-07-22 | 13F | Sava Infond d.o.o. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 1 091 000 | −70,93 | 198 278 | −69,51 | |||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 558 700 | −42,56 | 101 538 | −39,73 | |||
2025-07-09 | 13F | Fragasso Group Inc. | 2 540 | −7,54 | 462 | −2,95 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 3 676 | −9,37 | 637 | −10,42 | ||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 3 732 | −13,43 | 678 | −9,12 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 20 | −78,49 | 4 | −81,25 | ||||
2025-08-14 | 13F | BW Gestao de Investimentos Ltda. | Put | 0 | −100,00 | 0 | ||||
2025-05-05 | 13F | Formidable Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 970 | −7,97 | 176 | −3,30 | ||||
2025-05-15 | 13F | Belmont Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Financial Enhancement Group LLC | 18 832 | −0,93 | 3 473 | 11,86 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 31 923 | −2,88 | 5 802 | 1,88 | ||||
2025-07-31 | 13F | Arrien Investments, Inc. | 3 779 | −23,89 | 687 | −20,23 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 172 661 | −2,49 | 31 744 | 3,27 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 107 279 | −0,96 | 19 497 | 3,90 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 1 788 | −52,61 | 325 | −50,23 | ||||
2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 36 472 | −2,10 | 6 628 | 2,71 | ||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 41 695 | −3,01 | 7 578 | 1,76 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 1 242 | −3,80 | 226 | 0,90 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 640 | −3,76 | 116 | 0,87 | ||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 15 | −11,76 | 3 | |||||
2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 56 907 | −2,10 | 10 342 | 2,71 | ||||
2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 6 059 | −89,23 | 1 101 | −88,71 | ||||
2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 335 741 | −0,82 | 61 018 | 4,05 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 13 983 | −26,69 | 2 422 | −27,53 | ||||
2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 147 659 | −0,92 | 26 836 | 3,95 | ||||
2025-05-15 | 13F | Centiva Capital, LP | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-08 | 13F | Davis Investment Partners, LLC | 165 134 | −2,05 | 30 342 | 9,76 | ||||
2025-04-29 | 13F | Core Alternative Capital | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 85 430 | −8,87 | 15 526 | −4,38 | ||||
2025-08-12 | 13F | Argent Trust Co | 8 159 | −3,30 | 1 483 | 1,44 | ||||
2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Lyell Wealth Management, Lp | 13 615 | −24,76 | 2 474 | −21,06 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 49 510 | −14,45 | 8 998 | −11,27 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 150 808 | −18,95 | 27 408 | −14,97 | ||||
2025-08-14 | 13F | Partners Capital Investment Group, Llp | 28 448 | −43,35 | 5 170 | −40,57 | ||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 1 955 | −23,00 | 359 | −18,96 | ||||
2025-08-07 | 13F | Allworth Financial LP | 55 988 | −13,32 | 10 175 | −6,06 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 16 639 | −30,43 | 3 024 | −27,01 | ||||
2025-08-14 | 13F | Fmr Llc | 109 799 | −6,21 | 19 955 | −1,61 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Royal Fund Management, LLC | 70 006 | −5,47 | 12 723 | −0,83 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 1 472 | −69,45 | 268 | −67,99 | ||||
2025-07-11 | 13F | Harbour Capital Advisors, LLC | 3 091 | −64,19 | 570 | −60,40 | ||||
2025-08-14 | 13F | Spears Abacus Advisors LLC | 23 525 | −1,16 | 4 275 | 3,69 | ||||
2025-05-15 | 13F | Cubist Systematic Strategies, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Uniplan Investment Counsel, Inc. | 0 | −100,00 | 0 | |||||
2025-05-09 | 13F | Beta Wealth Group, Inc. | 0 | −100,00 | 0 | |||||
2025-04-25 | 13F | K.J. Harrison & Partners Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Ted Buchan & Co | 5 158 | −5,06 | 937 | −0,43 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 15 347 | −17,83 | 2 789 | −13,79 | ||||
2025-07-29 | 13F | Activest Wealth Management | 243 547 | −0,15 | 44 262 | 4,75 | ||||
2025-08-13 | 13F | AMJ Financial Wealth Management | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Magnolia Capital Advisors Llc | 6 859 | −20,54 | 1 246 | −16,66 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 11 731 | −6,99 | 2 132 | −2,38 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 56 905 | −29,24 | 10 342 | −25,77 | ||||
2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 48 000 | −0,34 | 8 724 | 4,55 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 20 992 | −0,37 | 3 636 | −4,27 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 146 633 | −10,26 | 26 651 | −5,85 | ||||
2025-08-14 | 13F | Ubs Asset Management Americas Inc | 15 460 | −76,82 | 2 810 | −75,69 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 5 979 | −35,56 | 1 087 | −32,42 | ||||
2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 4 661 | −11,77 | 847 | −7,43 | ||||
2025-04-15 | 13F | Latko Wealth Management, Ltd. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Jump Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Traphagen Investment Advisors Llc | 1 248 | −10,79 | 227 | −6,61 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 21 502 | −83,44 | 3 916 | −82,91 | ||||
2025-08-12 | 13F | Beaton Management Co. Inc. | 8 254 | −1,82 | 2 | 0,00 | ||||
2025-08-15 | 13F | SkyView Investment Advisors, LLC | 26 034 | −6,01 | 5 | 0,00 | ||||
2025-07-30 | 13F | Berkeley Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 392 | −10,30 | 71 | −5,33 | ||||
2025-08-07 | 13F | Investment Management Corp /va/ /adv | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | CIBC World Markets Inc. | 384 939 | −0,50 | 69 959 | 4,39 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-16 | 13F | Old Port Advisors | 2 806 | −7,27 | 510 | −2,86 | ||||
2025-08-05 | 13F | Verity Asset Management, Inc. | 17 596 | −0,39 | 3 198 | 4,51 | ||||
2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 10 131 | −36,17 | 1 841 | −33,03 | ||||
2025-08-14 | 13F | Ssi Investment Management Llc | 49 302 | −4,47 | 8 960 | 0,23 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 13 871 | −5,05 | 3 | 0,00 | ||||
2025-07-15 | 13F | Cora Capital Advisors Llc | 4 535 | −17,70 | 824 | −13,63 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 3 130 493 | −2,20 | 568 936 | 2,61 | ||||
2025-04-21 | 13F | Harrell Investment Partners, Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Lcnb Corp | 15 184 | −24,68 | 2 760 | −20,99 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 10 180 | −87,63 | 1 850 | −87,03 | ||||
2025-05-16 | 13F/A | Mbb Public Markets I Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-08-11 | 13F | NewEdge Wealth, LLC | 43 302 | −11,95 | 7 913 | −7,11 | ||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 2 119 | −49,22 | 385 | −46,68 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 593 262 | −1,38 | 107 819 | 3,46 | ||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 247 987 | −19,45 | 45 069 | −15,50 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 342 628 | −5,75 | 62 269 | −1,11 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 474 489 | −18,63 | 86 | −14,85 | ||||
2025-07-14 | 13F | Legacy Capital Group California, Inc. | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 1 371 794 | −9,07 | 249 310 | −4,61 | ||||
2025-07-07 | 13F | Trust Co | 895 | −84,09 | 163 | −83,37 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 40 305 | −8,05 | 7 325 | −3,54 | ||||
2025-07-24 | 13F | Monument Capital Management | 12 246 | −5,65 | 2 226 | −1,02 | ||||
2025-07-23 | 13F | Bear Mountain Capital, Inc. | 0 | −100,00 | 0 | |||||
2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-05 | 13F | Ciovacco Capital Management LLC | 17 016 | −46,35 | 3 092 | −43,72 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 229 | −60,31 | 42 | −58,59 | ||||
2025-07-31 | 13F | Optimum Investment Advisors | 5 749 | −5,58 | 1 045 | −0,95 | ||||
2025-07-11 | 13F | UMA Financial Services, Inc. | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Parallax Volatility Advisers, L.P. | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-13 | 13F | Waratah Capital Advisors Ltd. | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-08-11 | 13F | Stonebrook Private Inc. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Yelin Lapidot Holdings Management Ltd. | 81 510 | −16,37 | 14 814 | −12,26 | ||||
2025-08-11 | 13F | Alteri Wealth LLC | 2 498 | −30,36 | 454 | −27,05 | ||||
2025-08-08 | 13F | WealthTrust Asset Management, LLC | 15 376 | −11,05 | 2 794 | −6,68 | ||||
2025-07-09 | 13F | Sandy Cove Advisors, LLC | 1 122 | −11,79 | 204 | −7,73 | ||||
2025-08-14 | 13F | FIL Ltd | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Simmons Bank | 29 362 | −3,77 | 5 336 | 0,96 | ||||
2025-05-15 | 13F | Hillman Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 74 027 | −49,88 | 13 454 | −47,42 | ||||
2025-07-18 | 13F | First United Bank Trust/ | 40 388 | −4,15 | 7 340 | 0,56 | ||||
2025-04-16 | 13F | May Barnhard Investments LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 3 424 | −13,34 | 622 | −9,06 | ||||
2025-08-14 | 13F | First Manhattan Co | 501 600 | −0,20 | 91 161 | 4,70 | ||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 1 329 740 | −0,09 | 241 667 | 4,82 | ||||
2025-07-29 | 13F | Manchester Financial Inc | 149 273 | −38,46 | 27 129 | −35,44 | ||||
2025-08-14 | 13F | Cypress Asset Management Inc/tx | 8 777 | −0,17 | 1 595 | 4,73 | ||||
2025-07-23 | 13F | Waycross Investment Management Co | 4 533 | −8,37 | 824 | −3,86 | ||||
2025-08-12 | 13F | TCTC Holdings, LLC | 1 210 | −11,03 | 220 | −6,81 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 17 | −96,06 | 3 | −95,95 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 1 240 | −3,88 | 230 | 10,05 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 21 627 | −25,99 | 3 930 | −21,71 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 12 262 | −85,85 | 2 239 | −85,09 | ||||
2025-08-14 | 13F | PointState Capital LP | Put | 0 | −100,00 | 0 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 40 682 | −6,27 | 7 394 | −1,68 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 1 915 | −1,95 | 348 | 2,96 | ||||
2025-08-08 | 13F | Francis Financial, Inc. | 13 732 | −1,46 | 2 496 | 3,36 | ||||
2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 1 791 | −0,39 | 325 | 4,50 | ||||
2025-05-13 | 13F | Gemsstock Ltd. | 0 | −100,00 | 0 | |||||
2025-04-11 | 13F | Unique Wealth, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 57 524 | −2,88 | 10 454 | 1,89 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 32 544 | −0,87 | 5 915 | 3,99 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 3 606 | −1,61 | 652 | 5,33 | ||||
2025-07-08 | 13F | Baker Ellis Asset Management LLC | 18 924 | −1,27 | 3 439 | 3,58 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 18 223 | −12,54 | 3 312 | −8,26 | ||||
2025-08-15 | 13F | Global View Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F/A | Penbrook Management LLC | 1 770 | −18,43 | 322 | −14,40 | ||||
2025-05-08 | 13F | Vestcor Inc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Nwam Llc | 4 446 | −12,36 | 824 | −6,26 | ||||
2025-07-30 | 13F | Schnieders Capital Management Llc | 3 308 | −3,64 | 601 | 1,18 | ||||
2025-08-13 | 13F | North Peak Capital Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-08-04 | 13F | Keybank National Association/oh | 3 843 692 | −2,78 | 698 553 | 2,00 | ||||
2025-08-14 | 13F | Bienville Capital Management, LLC | 2 381 | −21,57 | 433 | −17,71 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 69 564 | −12,47 | 12 643 | −8,17 | ||||
2025-08-13 | 13F | RFP Financial Group LLC | 55 621 | −45,34 | 10 109 | −42,59 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 2 101 387 | −31,04 | 381 861 | −27,66 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 772 732 | −23,32 | 140 436 | −19,55 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | Put | 300 | −91,43 | 1 | −93,75 | |||
2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 500 | −99,75 | 91 | −99,74 | |||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 26 250 | −2,46 | 4 771 | 2,34 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 2 030 800 | −41,18 | 369 078 | −38,29 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 1 251 100 | −14,10 | 227 375 | −9,88 | |||
2025-07-15 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Visionary Wealth Advisors | 9 777 | −10,04 | 1 777 | −5,63 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8 702 | −3,98 | 1 582 | 0,76 | ||||
2025-06-26 | NP | SSUS - Day Hagan/Ned Davis Research Smart Sector ETF | 173 464 | −7,09 | 29 340 | −13,30 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 33 364 | −15,52 | 6 | 0,00 | ||||
2025-08-14 | 13F | Van Den Berg Management I, Inc | 4 857 | −3,34 | 883 | 1,38 | ||||
2025-08-11 | 13F | Inkwell Capital Llc | 30 643 | −0,57 | 5 569 | 4,33 | ||||
2025-08-14 | 13F | Cohen & Steers, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | RAM Investment Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Seelaus Asset Management LLC | 8 289 | −4,64 | 1 507 | 0,07 | ||||
2025-08-08 | 13F | Wealth Quarterback LLC | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Soros Fund Management Llc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Oxbow Advisors, LLC | 24 346 | −8,60 | 4 425 | −4,12 | ||||
2025-07-24 | 13F | Strong Tower Advisory Services | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 64 | −26,44 | 12 | −26,67 | ||||
2025-07-09 | 13F | Sandbox Financial Partners, LLC | 6 034 | −12,97 | 1 097 | −8,74 | ||||
2025-08-14 | 13F | Talon Private Wealth, LLC | 32 369 | −2,21 | 5 883 | −0,03 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 29 220 | −23,68 | 5 | −16,67 | ||||
2025-07-30 | 13F | First Interstate Bank | 750 597 | −8,42 | 136 413 | −3,92 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 154 496 | −2,18 | 28 078 | 2,63 | ||||
2025-04-16 | 13F | Sanchez Wealth Management Group | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | Collective Family Office Llc | 6 012 | −47,55 | 1 093 | −44,99 | ||||
2025-08-15 | 13F/A | Rakuten Securities, Inc. | 14 | −22,22 | 3 | −33,33 | ||||
2025-08-13 | 13F | Dana Investment Advisors, Inc. | 17 230 | −27,78 | 3 131 | −24,24 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 1 146 | −0,09 | 0 | |||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 3 616 | −5,49 | 657 | −0,76 | ||||
2025-07-18 | 13F | Vigilare Wealth Management | 1 371 | −44,13 | 249 | −41,41 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 22 431 | −3,78 | 4 077 | 0,94 | ||||
2025-08-04 | 13F | Lockheed Martin Investment Management Co | 20 000 | −81,70 | 3 635 | −80,81 | ||||
2025-08-04 | 13F | Grant Street Asset Management, Inc. | 30 920 | −5,48 | 5 619 | −0,83 | ||||
2025-08-14 | 13F | Millennium Management Llc | Put | 50 000 | −66,67 | 9 087 | −65,03 | |||
2025-08-11 | 13F | WPG Advisers, LLC | 2 586 | −0,08 | 470 | 4,69 | ||||
2025-08-15 | 13F | Manhattan West Asset Management, LLC | 1 815 | −5,27 | 330 | −0,60 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 10 379 | −13,49 | 1 886 | −9,24 | ||||
2025-04-10 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Becker Capital Management Inc | 5 785 | −2,85 | 1 051 | 1,94 | ||||
2025-08-07 | 13F | Grange Capital, LLC | 27 947 | −23,00 | 5 079 | −19,21 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 22 616 | −86,26 | 4 110 | −85,58 | ||||
2025-08-11 | 13F | Retirement Capital Strategies | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | D L Carlson Investment Group Inc | 3 087 | −27,60 | 561 | −23,98 | ||||
2025-05-15 | 13F | Bracebridge Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Jessup Wealth Management, Inc | 3 014 | −14,38 | 548 | −10,18 | ||||
2025-08-12 | 13F/A | Brightwater Advisory LLC | 16 799 | −1,34 | 3 053 | 3,53 | ||||
2025-08-11 | 13F | Advisor Resource Council | 83 826 | −18,23 | 15 234 | −8,43 | ||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 1 476 | −0,47 | 271 | 5,45 | ||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 6 027 | −3,20 | 1 095 | 1,58 | ||||
2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 273 981 | −23,59 | 49 793 | −19,84 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 6 947 | −4,03 | 1 263 | 0,72 | ||||
2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 12 547 | −3,62 | 2 280 | 1,11 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 31 197 | −9,68 | 5 670 | −4,47 | ||||
2025-04-30 | 13F | Christopher J. Hasenberg, Inc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Employees Retirement System of Texas | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 6 614 | −0,27 | 1 202 | 4,70 | ||||
2025-07-17 | 13F | Sonora Investment Management Group, LLC | 1 860 | −5,54 | 338 | −0,88 | ||||
2025-08-14 | 13F | Bayesian Capital Management, LP | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 22 533 | −41,39 | 4 095 | −38,51 | ||||
2025-08-12 | 13F | Tocqueville Asset Management L.p. | 33 300 | −13,68 | 6 052 | −9,44 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 9 386 | −33,61 | 1 706 | −30,35 | ||||
2025-08-15 | 13F | Strategic Investment Advisors / MI | 3 000 | −3,54 | 545 | 1,30 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Mather Group, Llc. | 8 420 | −0,17 | 1 530 | 4,72 | ||||
2025-08-01 | 13F | Bolthouse Investments, LLC | 3 720 | −18,67 | 676 | −14,65 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 348 451 | −0,67 | 63 327 | 4,21 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 6 934 162 | −3,36 | 1 260 215 | 1,38 | ||||
2025-05-29 | NP | BNGLX - Ubs Global Allocation Fund Class A | 8 292 | −74,96 | 1 436 | −75,25 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 9 522 | −1,04 | 1 731 | 3,84 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 471 | −86,38 | 86 | −19,05 | ||||
2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-15 | 13F | Point72 Asset Management, L.P. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Sebold Capital Management, Inc. | 149 172 | −1,33 | 27 111 | 3,52 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 30 063 | −3,41 | 5 464 | 1,34 | ||||
2025-08-14 | 13F | Chilton Investment Co Llc | 1 500 | −90,91 | 273 | −90,48 | ||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 54 369 | −2,43 | 9 881 | 2,37 | ||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 1 646 | −16,40 | 304 | −10,85 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 3 440 | −24,01 | 625 | −20,28 | ||||
2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 3 853 | −4,39 | 700 | 0,29 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 52 601 | −2,52 | 9 560 | 2,27 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 132 975 | −0,10 | 24 167 | 4,81 | ||||
2025-08-12 | 13F | Ci Investments Inc. | 705 470 | −1,84 | 128 | 3,23 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 433 620 | −12,38 | 78 806 | −8,07 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 3 994 | −41,25 | 726 | −38,40 | ||||
2025-05-15 | 13F | Rothschild Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-06-12 | 13F | Sheets Smith Investment Management | 35 387 | −0,15 | 6 130 | −1,29 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 2 610 | −0,76 | 474 | 4,18 | ||||
2025-07-29 | 13F | Novare Capital Management Llc | 2 920 | −81,05 | 531 | −80,14 | ||||
2025-04-14 | 13F | IMC-Chicago, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Harmony Asset Management Llc | 4 507 | −2,91 | 819 | 1,87 | ||||
2025-08-05 | 13F | Sage Capital Management, LLC | 26 873 | −1,02 | 4 884 | 3,83 | ||||
2025-08-07 | 13F | Sollinda Capital Management LLC | 121 986 | −55,16 | 22 170 | −52,96 | ||||
2025-05-29 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 11 223 | −44,50 | 1 944 | −45,13 | ||||
2025-07-30 | 13F | Retirement Planning Group | 5 657 | −3,56 | 1 028 | 1,18 | ||||
2025-06-27 | NP | OTTRX - Otter Creek Long/Short Opportunity Fund Institutional Class | Short | −28 000 | −9,39 | −4 736 | 12,82 | |||
2025-07-23 | 13F | Rye Brook Capital LLC | 19 550 | −6,68 | 4 | 0,00 | ||||
2025-05-15 | 13F | Benchmark Investment Advisors LLC | 4 330 | −0,23 | 750 | −1,32 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Summit Global Investments | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 5 803 | −4,78 | 1 055 | −0,09 | ||||
2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 150 461 | −34,47 | 27 345 | −31,25 | ||||
2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 10 405 | −24,85 | 1 891 | −21,14 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 24 583 | −1,09 | 4 615 | 10,91 | ||||
2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | WPWealth LLP | 1 500 | −14,77 | 273 | −10,53 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 22 095 | −8,71 | 4 016 | −4,22 | ||||
2025-08-08 | 13F | Bouchey Financial Group Ltd | 16 850 | −0,86 | 3 062 | 4,01 | ||||
2025-05-15 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-22 | 13F | Accel Wealth Management | 2 606 | −0,65 | 474 | 4,19 | ||||
2025-08-14 | 13F | Destination Wealth Management | 2 500 | −27,28 | 454 | −23,70 | ||||
2025-08-14 | 13F | UBS Group AG | Call | 199 900 | −4,90 | 36 330 | −0,23 | |||
2025-07-30 | 13F | Evermay Wealth Management Llc | 7 461 | −10,12 | 1 356 | −5,71 | ||||
2025-08-14 | 13F | UBS Group AG | Put | 600 100 | −57,44 | 109 062 | −55,35 | |||
2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 3 157 | −8,89 | 1 | |||||
2025-08-14 | 13F | Css Llc/il | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-08-13 | 13F | Bank Of Nova Scotia | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 331 | −44,09 | 0 | |||||
2025-07-17 | 13F | Prepared Retirement Institute LLC | 6 836 | −6,33 | 1 242 | −1,74 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 47 984 | −29,17 | 8 721 | −25,70 | ||||
2025-04-29 | 13F | Penserra Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Mountain Pacific Investment Advisers Inc/id | 9 407 | −1,88 | 1 710 | 2,95 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 1 815 | −43,60 | 330 | −40,93 | ||||
2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 30 363 | −0,01 | 5 518 | 4,90 | ||||
2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Principal Street Partners, LLC | 99 192 | −15,09 | 18 027 | −10,92 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 5 365 | −88,56 | 975 | −88,00 | ||||
2025-08-14 | 13F | Caisse De Depot Et Placement Du Quebec | 23 669 | −98,97 | 4 302 | −98,92 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 366 138 | −14,38 | 66 542 | −10,17 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Alexis Investment Partners, LLC | 46 972 | −2,21 | 8 506 | 2,84 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 131 695 | −3,81 | 23 934 | 0,91 | ||||
2025-08-04 | 13F | Northwest Financial Advisors | 5 112 | −4,64 | 929 | 0,11 | ||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Moran Wealth Management, LLC | 175 294 | −0,21 | 31 858 | 4,69 | ||||
2025-07-23 | 13F | Fluent Financial, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 6 790 | −16,54 | 1 234 | −16,35 | ||||
2025-08-14 | 13F | Sig Brokerage, Lp | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Defined Wealth Management, Llc | 24 803 | −0,39 | 4 508 | 4,50 | ||||
2025-08-15 | 13F | Brown Financial Advisors | 9 940 | −1,83 | 1 806 | 3,02 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 59 180 | −4,72 | 10 755 | −0,03 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 20 332 | −33,31 | 3 695 | −30,83 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 438 743 | −0,59 | 80 051 | 7,39 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 9 550 | −45,62 | 1 736 | −42,97 | ||||
2025-08-05 | 13F | Dynasty Wealth Management, Llc | 206 817 | −60,85 | 37 587 | −11,16 | ||||
2025-08-14 | 13F | LM Advisors LLC | 56 312 | −6,51 | 10 | 0,00 | ||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 1 819 | −2,73 | 336 | 3,72 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 42 546 | −34,87 | 7 732 | −31,67 | ||||
2025-07-24 | 13F | Eastern Bank | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 41 885 | −3,39 | 7 612 | 1,36 | ||||
2025-08-11 | 13F | Inspire Advisors, LLC | 3 516 | −1,15 | 639 | 3,57 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 967 | −11,61 | 176 | −7,41 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 48 286 | −23,79 | 8 775 | −20,05 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 2 664 | −3,62 | 484 | 1,26 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 677 793 | −2,36 | 123 182 | 2,44 | ||||
2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 3 344 | −2,88 | 608 | 1,85 | ||||
2025-07-10 | 13F | Fulton Bank, N.a. | 1 939 | −44,60 | 352 | −41,91 | ||||
2025-08-07 | 13F/A | Joseph Group Capital Management | 165 | −1,20 | 30 | 3,57 | ||||
2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 10 832 | −27,20 | 1 969 | −23,63 | ||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 3 061 | −19,91 | 556 | −16,01 | ||||
2025-08-14 | 13F | Sig Brokerage, Lp | Put | 0 | −100,00 | 0 | ||||
2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 10 896 | −41,04 | 1 980 | −38,14 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 30 907 | −45,87 | 5 617 | −43,21 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 10 359 | −93,32 | 1 883 | −92,99 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 1 239 | −3,50 | 225 | 1,35 | ||||
2025-05-13 | 13F | Wells Fargo & Company/mn | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 1 303 | −85,32 | 237 | −84,65 | ||||
2025-07-29 | 13F | Dale Q Rice Investment Management Ltd | 4 476 | −51,07 | 818 | −48,36 | ||||
2025-05-15 | 13F | Promethium Advisors,llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | Put | 250 500 | −63,73 | 45 526 | −61,95 | |||
2025-07-15 | 13F | North Star Investment Management Corp. | 6 050 | −0,56 | 1 100 | 4,27 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 7 167 311 | −12,39 | 1 302 587 | −8,09 | ||||
2025-07-18 | 13F | Martel Wealth Advisors Inc | 17 634 | −3,31 | 3 205 | 1,42 | ||||
2025-07-30 | 13F | Phoenix Holdings Ltd. | 1 554 000 | −0,02 | 282 424 | 4,89 | ||||
2025-07-22 | 13F | Hickory Asset Management, Inc. | 6 685 | −0,59 | 1 215 | 4,30 | ||||
2025-04-16 | 13F | Compagnie Lombard Odier SCmA | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-09 | 13F | Belvedere Trading LLC | Put | 0 | −100,00 | 0 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 210 707 | −21,33 | 38 294 | −17,47 | ||||
2025-07-24 | 13F | Lee Financial Co | 3 110 | −0,32 | 565 | 4,63 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Prairiewood Capital, LLC | 8 873 | −0,47 | 1 613 | 4,40 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 42 874 | −0,75 | 7 792 | 4,12 | ||||
2025-04-28 | 13F | Buffington Mohr McNeal | 21 627 | −27,82 | 3 747 | −28,65 | ||||
2025-07-30 | 13F | Dupree Financial Group, LLC | 7 720 | −3,00 | 1 403 | 1,81 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 1 255 164 | −0,29 | 228 114 | 4,61 | ||||
2025-07-21 | 13F | Quattro Financial Advisors Llc | 63 977 | −39,09 | 11 627 | −36,09 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 708 900 | −50,50 | 128 835 | −48,07 | |||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 7 723 | −2,19 | 1 404 | 2,63 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 1 383 100 | −66,21 | 251 365 | −64,55 | |||
2025-08-05 | 13F | Claro Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 10 451 | −1,01 | 1 899 | 3,88 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 175 726 | −17,73 | 31 936 | −13,69 | ||||
2025-05-09 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 222 850 | −5,95 | 40 501 | −1,33 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 44 | −84,98 | 8 | −86,00 | ||||
2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 1 970 | −94,35 | 358 | −94,07 | ||||
2025-05-09 | 13F | Belvedere Trading LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 12 799 | −58,12 | 2 326 | −56,06 | ||||
2025-05-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 2 630 | −9,75 | 478 | −5,16 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 9 401 | −3,34 | 1 701 | 1,80 | ||||
2025-08-13 | 13F | Walleye Capital LLC | 188 | −47,63 | 34 | −45,16 | ||||
2025-07-18 | 13F | Generali Investments CEE, investicni spolecnost, a.s. | 193 976 | −11,02 | 35 253 | −6,64 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | Put | 0 | −100,00 | 0 | ||||
2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 33 425 | −94,81 | 6 075 | −95,18 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 50 053 | −0,23 | 9 097 | 4,67 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Zacks Investment Management | 2 484 | −1,27 | 451 | 3,68 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 665 | −8,78 | 121 | −4,76 | ||||
2025-04-30 | 13F | Ramiah Investment Group | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Moment Partners, LLC | 510 379 | −2,62 | 92 756 | 2,16 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 64 963 | −30,62 | 11 806 | −27,21 | ||||
2025-07-23 | 13F | Schrum Private Wealth Management LLC | 15 030 | −4,22 | 2 732 | 0,48 | ||||
2025-08-14 | 13F | Css Llc/il | 88 932 | −10,16 | 16 163 | −5,75 | ||||
2025-08-01 | NP | SAPEX - Spectrum Advisors Preferred Fund Investor Class Shares | 2 700 | −35,71 | 491 | −32,60 | ||||
2025-08-14 | 13F | Bank Of Hawaii | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Visualize Group LP | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 307 950 | −1,02 | 55 967 | 3,84 | ||||
2025-07-28 | 13F | Aries Wealth Management | 6 008 | −16,10 | 1 092 | −12,02 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 13 931 | −6,45 | 2 532 | −1,86 | ||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 1 333 | −1,55 | 242 | 3,42 | ||||
2025-08-12 | 13F | SPX Equities Gestao de Recursos Ltda | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Advisor OS, LLC | 104 446 | −3,45 | 18 982 | 1,30 | ||||
2025-05-14 | 13F | Group One Trading, L.p. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 8 891 | −91,23 | 1 616 | −90,80 | ||||
2025-07-02 | 13F | Howard Financial Services, Ltd. | 198 745 | −0,39 | 36 120 | 4,50 | ||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 5 541 | −4,99 | 1 007 | −0,30 | ||||
2025-08-12 | 13F | Viawealth, Llc | 20 506 | −15,99 | 3 727 | −11,87 | ||||
2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 60 951 | −29,18 | 11 077 | −25,70 | ||||
2025-08-11 | 13F | Factorial Partners, Llc | 2 300 | −91,09 | 418 | −90,65 | ||||
2025-08-14 | 13F | Sei Investments Co | 918 466 | −2,08 | 166 925 | 2,73 | ||||
2025-07-31 | 13F | MN Wealth Advisors, LLC | 5 943 | −20,68 | 1 080 | −16,73 | ||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 12 269 | −5,02 | 2 230 | −0,36 | ||||
2025-08-05 | 13F | Connable Office Inc | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Ntv Asset Management Llc | 131 205 | −3,22 | 23 845 | 1,54 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 4 207 | −17,19 | 765 | −13,18 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 16 968 | −6,11 | 3 084 | −1,50 | ||||
2025-05-13 | 13F | BlackDiamond Wealth Management Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Waterford Advisors, LLC | 762 | −95,09 | 2 548 | −5,17 | ||||
2025-07-11 | 13F | Capital Advantage, Inc. | 1 889 | −3,92 | 343 | −0,29 | ||||
2025-07-18 | 13F | Access Financial Services, Inc. | 26 451 | −5,46 | 4 807 | −0,83 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Endurance Services Ltd | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 47 582 | −1,54 | 8 648 | 3,30 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 32 749 | −2,67 | 5 952 | 2,11 | ||||
2025-07-30 | 13F | MEMBERS Trust Co | 536 556 | −5,28 | 97 514 | −0,62 | ||||
2025-05-14 | 13F | Bnp Paribas Arbitrage, Sa | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 64 657 | −1,41 | 12 | 0,00 | ||||
2025-08-07 | 13F | Weil Company, Inc. | 20 703 | −35,69 | 3 763 | −32,54 | ||||
2025-07-30 | 13F | Sanders Morris Harris Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Moore Capital Management, Lp | 62 523 | −18,36 | 11 363 | −14,35 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 4 208 | −11,43 | 729 | −12,50 | ||||
2025-08-14 | 13F | Balyasny Asset Management Llc | 93 639 | −72,10 | 17 018 | −70,73 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 10 672 | −54,61 | 1 940 | −52,94 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 3 138 | −0,38 | 570 | 4,59 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 13 698 | −2,72 | 2 489 | 2,05 | ||||
2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 2 938 | −15,43 | 534 | −11,15 | ||||
2025-08-14 | 13F | Chicago Wealth Management, Inc. | 60 910 | −0,65 | 11 070 | 4,23 | ||||
2025-07-22 | 13F | Red Door Wealth Management, LLC | 1 501 | −88,88 | 273 | −88,37 | ||||
2025-08-19 | 13F/A | Carronade Capital Management, LP | Put | 0 | −100,00 | 0 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 2 233 | −0,13 | 406 | 4,65 | ||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 130 495 | −3,96 | 23 716 | 0,76 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 1 121 | −58,03 | 204 | −56,06 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 11 | −54,17 | 2 | −75,00 | ||||
2025-07-30 | 13F | Paragon Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 20 254 | −2,28 | 4 | 0,00 | ||||
2025-07-31 | 13F | Shaker Investments Llc/oh | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Matauro, Llc | 122 913 | −25,28 | 22 338 | −21,61 | ||||
2025-07-29 | 13F | WS Portfolio Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Andina Capital Management, LLC | 3 222 | −46,12 | 585 | −43,48 | ||||
2025-04-11 | 13F | Davis Capital Management | 56 | −20,00 | 10 | −25,00 | ||||
2025-07-29 | 13F | BKM Wealth Management, LLC | 11 740 | −1,41 | 2 134 | 3,44 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 4 719 | −1,50 | 858 | 3,38 | ||||
2025-08-07 | 13F | Pcg Asset Management, Llc | 3 206 | −6,56 | 583 | −2,02 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 80 600 | −62,27 | 14 580 | −60,27 | |||
2025-07-11 | 13F | Busey Wealth Management | 1 164 | −1,69 | 212 | 2,93 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | 5 440 | −94,71 | 984 | −94,43 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 92 100 | −63,60 | 16 660 | −61,67 | |||
2025-08-12 | 13F | NFP Retirement, Inc. | 5 030 | −0,16 | 914 | 4,82 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 6 534 | −13,33 | 1 219 | −6,59 | ||||
2025-07-21 | 13F | Investment Planning Advisors, Inc. | 3 901 | −6,76 | 709 | −2,21 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 16 165 | −23,41 | 2 938 | −19,64 | ||||
2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 5 382 | −0,98 | 978 | 3,93 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 24 342 | −50,70 | 4 424 | −48,29 | ||||
2025-07-09 | 13F | Channel Wealth Llc | 1 641 | −66,01 | 298 | −64,35 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 1 410 | −4,41 | 256 | 0,39 | ||||
2025-08-14 | 13F | Capstone Investment Advisors, Llc | 7 265 | −90,11 | 1 320 | −89,63 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 8 483 | −25,26 | 1 542 | −21,62 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 2 252 | −74,14 | 409 | −72,88 | ||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 23 250 | −1,20 | 4 225 | 3,66 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 354 977 | −6,86 | 64 390 | −1,74 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 20 775 | −9,08 | 3 776 | −4,62 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 27 553 | −4,54 | 5 007 | 0,16 | ||||
2025-03-27 | NP | FTGOX - Westwood Broadmark Tactical Growth Fund C Class Shares | 46 484 | −57,66 | 8 425 | −56,47 | ||||
2025-08-06 | 13F | Excalibur Management Corp | 21 758 | −1,16 | 3 954 | 3,70 | ||||
2025-07-01 | 13F | Private Client Services, Llc | 47 331 | −1,46 | 8 602 | 3,38 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 10 451 | −16,37 | 1 899 | −12,25 | ||||
2025-07-24 | NP | ARAAX - Horizon Active Risk Assist Fund Advisor Class | 800 111 | −0,35 | 141 164 | −2,42 | ||||
2025-08-05 | 13F | Inlet Private Wealth, LLC | 3 147 | −8,70 | 572 | −4,36 | ||||
2025-08-13 | 13F | New Harbor Financial Group, LLC | 180 731 | −54,70 | 32 846 | −52,47 | ||||
2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 107 848 | −12,33 | 19 600 | −8,02 | ||||
2025-08-07 | 13F | Wealth Forward, LLC | 114 506 | −0,96 | 20 810 | 3,90 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 18 102 | −3,67 | 3 290 | 1,04 | ||||
2025-07-21 | 13F | CenterStar Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Glenview Trust Co | 4 252 | −0,70 | 773 | 4,18 | ||||
2025-07-15 | 13F | Kelly Financial Group Llc | 19 419 | −43,32 | 3 529 | −40,53 | ||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 8 977 | −5,20 | 1 632 | −0,55 | ||||
2025-08-01 | 13F | Motco | 316 | −65,69 | 58 | −63,52 | ||||
2025-08-06 | 13F | Spurstone Advisory Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | University Of Texas/texas Am Investment Managment Co | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 6 139 | −12,50 | 1 116 | −8,23 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Natixis | 6 018 | −5,08 | 1 094 | 0,28 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 1 665 | −14,83 | 303 | −10,65 | ||||
2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 4 025 | −6,46 | 732 | −1,88 | ||||
2025-05-15 | 13F | Discovery Capital Management, Llc / Ct | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Avid Wealth Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | RFG Advisory, LLC | 4 213 | −23,20 | 766 | −19,47 | ||||
2025-07-18 | 13F | Truist Financial Corp | 3 294 369 | −24,79 | 598 719 | −21,10 | ||||
2025-07-17 | 13F | Peoples Financial Services Corp. | 1 705 | −19,69 | 310 | −15,80 | ||||
2025-08-14 | 13F | Long Focus Capital Management, Llc | Call | 0 | −100,00 | 0 | ||||
2025-08-12 | 13F | Fairscale Capital, LLC | 708 | −47,48 | 130 | −44,21 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 36 292 | −4,83 | 6 596 | −0,15 | ||||
2025-08-08 | 13F | Maple Capital Management, Inc. | 2 445 | −41,10 | 444 | −38,25 | ||||
2025-08-04 | 13F | Spire Wealth Management | 10 897 | −57,71 | 1 980 | −55,65 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 1 312 | −17,43 | 227 | −18,35 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 2 334 | −4,73 | 424 | 0,00 | ||||
2025-05-15 | 13F | Millennium Management Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-05-13 | 13F | Schroder Investment Management Group | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Wakefield Asset Management LLLP | 26 133 | −24,69 | 4 749 | −20,99 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 19 711 | −29,14 | 3 582 | −25,65 | ||||
2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Darrow Company, Inc. | 28 546 | −0,94 | 5 188 | 3,93 | ||||
2025-08-08 | 13F | Wealth Alliance | 4 088 | −0,24 | 743 | 4,65 | ||||
2025-04-24 | 13F | Hidden Cove Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 50 689 | −29,55 | 9 | −18,18 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 8 273 | −5,26 | 1 504 | −0,60 | ||||
2025-08-11 | 13F | Shoker Investment Counsel, Inc. | 4 594 | −81,41 | 835 | −80,50 | ||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 2 401 | −1,76 | 436 | 3,07 | ||||
2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 6 192 | −0,35 | 1 125 | 4,55 | ||||
2025-07-18 | 13F | Requisite Capital Management, LLC | 196 511 | −23,13 | 35 714 | −19,35 | ||||
2025-08-04 | 13F | Live Oak Private Wealth LLC | 3 424 | −0,12 | 622 | 4,89 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 581 706 | −1,43 | 107 720 | 5,37 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 1 187 | −20,17 | 216 | −16,34 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 56 627 | −1,39 | 10 291 | 3,46 | ||||
2025-09-15 | 13F/A | Migdal Insurance & Financial Holdings Ltd. | 2 249 | −48,29 | 0 | |||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 71 705 | −12,63 | 13 032 | −8,34 | ||||
2025-07-15 | 13F | West Oak Capital, LLC | 6 455 | −0,62 | 12 | 0,00 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 26 788 | −14,81 | 4 868 | −10,63 | ||||
2025-08-15 | 13F | Keel Point, LLC | 1 128 | −10,97 | 205 | −6,39 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 772 | −3,50 | 140 | 1,45 | ||||
2025-05-15 | 13F | Ardsley Advisory Partners Lp | Call | 0 | −100,00 | 0 | ||||
2025-08-07 | 13F | Private Advisory Group LLC | 11 460 | −90,37 | 2 083 | −89,90 | ||||
2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-18 | 13F | V2 Financial group LLC | 1 817 | −13,68 | 330 | −9,34 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 11 512 | −2,61 | 1 994 | −3,72 | ||||
2025-07-15 | 13F | Signal Tree Financial Partners Llc | 32 154 | −18,18 | 5 844 | −14,16 | ||||
2025-08-13 | 13F | Lumbard & Kellner, LLC | 29 088 | −39,45 | 5 286 | −36,48 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 268 | −47,55 | 46 | −48,31 | ||||
2025-07-16 | 13F | Novem Group | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Td Asset Management Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Petrus Trust Company, LTA | 112 137 | −25,80 | 20 380 | −22,16 | ||||
2025-07-29 | 13F | DeDora Capital, Inc. | 48 997 | −1,41 | 8 905 | 3,43 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 3 316 | −43,37 | 603 | −40,63 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Ardsley Advisory Partners Lp | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Prism Advisors, Inc. | 45 671 | −29,23 | 8 300 | −25,75 | ||||
2025-07-23 | 13F | Equitable Trust Co | 117 131 | −1,65 | 21 287 | 3,18 | ||||
2025-08-08 | 13F | Royal Harbor Partners, LLC | 2 038 | −95,56 | 370 | −95,35 | ||||
2025-07-15 | 13F | LeConte Wealth Management, LLC | 143 854 | −22,77 | 26 144 | −18,97 | ||||
2025-08-08 | 13F | Itau Unibanco Holding S.A. | 15 226 | −54,00 | 2 767 | 55 240,00 | ||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 12 911 | −8,09 | 2 346 | −3,58 | ||||
2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 1 883 | −0,53 | 346 | 9,15 | ||||
2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | AlphaCore Capital LLC | 85 503 | −0,43 | 15 539 | 4,46 | ||||
2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 23 361 | −1,45 | 4 246 | 3,39 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 9 142 | −26,93 | 1 661 | −23,35 | ||||
2025-05-15 | 13F | PFM Health Sciences, LP | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Archer Investment Management, LLC | 9 371 | −31,32 | 1 703 | −27,93 | ||||
2025-07-23 | 13F | Vontobel Holding Ltd. | 29 481 | −1,24 | 5 358 | 3,60 | ||||
2025-08-13 | 13F | Rench Wealth Management, Inc. | 4 850 | −50,63 | 882 | −48,21 | ||||
2025-05-07 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Atria Investments Llc | 26 234 | −33,25 | 4 768 | −29,97 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 11 968 | −15,25 | 2 175 | −11,08 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 40 400 | −3,68 | 7 341 | 1,05 | ||||
2025-07-22 | 13F | Highland Capital Management, Llc | 18 772 | −0,39 | 3 412 | 4,50 | ||||
2025-07-30 | 13F | Alan B. Lancz & Associates, Inc. | 2 140 | −9,89 | 389 | −5,60 | ||||
2025-07-28 | 13F | Lunt Capital Management, Inc. | 22 916 | −21,71 | 4 165 | −17,87 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 18 697 | −0,70 | 3 398 | 4,17 | ||||
2025-08-14 | 13F | Aster Capital Management (DIFC) Ltd | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 3 235 | −1,88 | 588 | 2,80 | ||||
2025-07-11 | 13F | LongView Wealth Management | 4 478 | −0,36 | 814 | 4,50 | ||||
2025-08-07 | 13F | Davis R M Inc | 14 556 | −0,65 | 2 645 | 4,26 | ||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 4 467 | −1,04 | 812 | 3,84 | ||||
2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Pandora Wealth, Inc. | 8 906 | −1,95 | 1 619 | 2,86 | ||||
2025-05-16 | 13F | Great Lakes Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Quest Investment Management Llc | 81 157 | −38,87 | 14 749 | −35,87 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 9 404 | −0,64 | 1 709 | 4,27 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 49 917 | −2,39 | 9 072 | 2,40 | ||||
2025-08-13 | 13F | Allie Family Office LLC | 9 373 | −29,19 | 1 703 | −25,73 | ||||
2025-07-30 | 13F | Pittenger & Anderson Inc | 2 810 | −2,67 | 511 | 2,00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 3 673 896 | −1,67 | 667 694 | 3,16 | ||||
2025-08-14 | 13F | Turim 21 Investimentos Ltda. | 34 158 | −75,74 | 6 208 | −74,56 | ||||
2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 7 877 | −4,02 | 1 447 | 1,76 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 343 710 | −21,47 | 244 | −17,57 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 5 720 | −0,05 | 1 040 | 4,84 | ||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 11 125 | −3,76 | 2 022 | 0,95 | ||||
2025-07-21 | 13F | Catalina Capital Group, LLC | 22 291 | −1,22 | 4 051 | 3,63 | ||||
2025-08-14 | 13F | Frisch Financial Group, Inc. | 154 620 | −3,81 | 28 | 3,70 | ||||
2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 1 445 | −6,47 | 263 | −1,87 | ||||
2025-08-13 | 13F | Northwest & Ethical Investments L.P. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 9 219 | −9,13 | 1 675 | −4,67 | ||||
2025-04-09 | 13F | West Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 11 492 | −4,22 | 2 089 | 0,48 | ||||
2025-08-08 | 13F | Davies Financial Advisors, Inc. | 6 316 | −0,02 | 1 148 | 4,84 | ||||
2025-05-06 | 13F | Financial Partners Group, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-08 | 13F | Principal Financial Group Inc | 6 001 | −2,15 | 1 091 | 2,64 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 1 954 | −58,96 | 355 | −56,92 | ||||
2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 4 512 | −19,91 | 842 | −8,48 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 4 369 | −0,25 | 794 | 4,75 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 4 829 | −1,23 | 878 | 3,66 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 18 584 | −58,38 | 3 377 | −56,34 | ||||
2025-08-06 | 13F | North Capital, Inc. | 2 215 | −7,63 | 403 | −3,13 | ||||
2025-05-15 | 13F | DME Capital Management, LP | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | K2 Financial Inc. | 7 724 | −2,98 | 1 406 | 10,88 | ||||
2025-07-31 | 13F | GenTrust, LLC | 133 654 | −52,39 | 24 290 | −50,05 | ||||
2025-07-16 | 13F | Twelve Points Wealth Management LLC | 12 846 | −2,72 | 2 335 | 2,06 | ||||
2025-07-28 | 13F | Sagace Wealth Management LLC | 34 021 | −8,38 | 6 183 | −3,89 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Interval Partners, LP | Put | 0 | −100,00 | 0 | ||||
2025-08-25 | 13F | Fulcrum Equity Management | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Klingman & Associates, LLC | 14 178 | −1,73 | 2 577 | 3,08 | ||||
2025-07-07 | 13F | RDA Financial Network | 6 844 | −12,17 | 1 244 | −7,86 | ||||
2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Blue Chip Partners, Inc. | 8 189 | −26,75 | 1 488 | −23,14 | ||||
2025-07-29 | 13F | Ballast, Inc. | 22 806 | −72,68 | 4 145 | −71,34 | ||||
2025-07-14 | 13F | Farmers Trust Co | 3 609 | −62,07 | 656 | −60,25 | ||||
2025-07-22 | 13F | Marks Group Wealth Management, Inc | 7 692 | −29,71 | 1 398 | −26,28 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 39 905 | −1,96 | 7 252 | 2,87 | ||||
2025-06-30 | NP | CAPTX - Canterbury Portfolio Thermostat Fund Institutional Shares | 1 705 | −49,33 | 288 | −52,71 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 15 591 | −1,40 | 2 834 | 3,43 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | Call | 0 | −100,00 | 0 |