Statistik Asas
| Pemilik Institusi | 338 total, 338 long only, 0 short only, 0 long/short - change of -2.58% MRQ |
| Purata Peruntukan Portfolio | 0.1838 % - change of -24.40% MRQ |
| Saham Institusi (Panjang) | 14,602,967 (ex 13D/G) - change of -0.73MM shares -4.74% MRQ |
| Nilai Institusi (Panjang) | $ 882,493 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF (US:FHLC) telah 338 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 14,602,967 saham. Pemegang saham terbesar termasuk Lido Advisors, LLC, Charles Schwab Investment Management Inc, Agf Management Ltd, LPL Financial LLC, Commonwealth Equity Services, Llc, Morgan Stanley, Raymond James Financial Inc, Kestra Advisory Services, LLC, Weatherly Asset Management L. P., and McGlone Suttner Wealth Management, Inc. .
Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF (ARCA:FHLC) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 66.21 / share. Previously, on September 6, 2024, the share price was 72.50 / share. This represents a decline of 8.68% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Partners Wealth Management, Llc | 14,869 | 0.00 | 997 | -1.77 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 231,789 | 0.94 | 14,823 | -5.52 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 4,904 | -8.01 | 314 | -9.54 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2,024 | 20.98 | 0 | |||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 3,444 | 220 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 600 | 0.00 | 38 | -5.00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 23,753 | -14.37 | 1,519 | -19.84 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 194,871 | 9.69 | 12,462 | 2.68 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 419 | 0.00 | 27 | -7.14 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 27,445 | 2.18 | 1,755 | -4.36 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 92,210 | -2.69 | 5,897 | -8.91 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 51,021 | 0.27 | 3,263 | -6.16 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 114,849 | -29.69 | 7,345 | -34.19 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 86,059 | 5.82 | 5,503 | -0.95 | ||||
| 2025-08-14 | 13F | Fmr Llc | 92,240 | -5.61 | 5,899 | -11.65 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 26,168 | -8.28 | 1,673 | -10.49 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 1 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10,602 | 11.35 | 678 | 4.15 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 10,087 | 10.06 | 645 | 3.04 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3,943 | 252 | ||||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 3,314 | -9.72 | 212 | -15.60 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4,022 | -1.73 | 257 | -7.89 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 4,150 | 0.00 | 265 | -6.36 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 912 | 43.85 | 58 | 41.46 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 4,320 | -3.33 | 276 | -9.51 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 167,265 | 0.74 | 10,696 | -5.70 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 5 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 26,434 | 3.54 | 1,690 | -3.10 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 21,351 | 1,365 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3,555 | 25.18 | 227 | 17.01 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 200 | 0.00 | 13 | -7.69 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 1,004 | 64 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Montis Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 3,133 | -34.29 | 200 | -38.46 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 20 | 0.00 | 1 | 0.00 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 8,958 | 0.40 | 573 | -6.08 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 75,591 | 6.65 | 4,834 | -0.17 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 3,616 | 5.24 | 231 | -1.28 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 4,407 | -4.55 | 282 | -10.79 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 102,371 | 7.03 | 6,547 | 0.18 | ||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 14,357 | -8.66 | 918 | -14.45 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 77 | 5 | ||||||
| 2025-07-24 | 13F | Tandem Capital Management Corp /adv | 12,532 | 0.00 | 801 | -6.43 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 642 | 41 | ||||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 465 | 0.00 | 30 | -6.45 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 530 | 0.38 | 34 | -8.33 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 4,617 | -3.81 | 295 | -9.79 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 1,400 | 0.00 | 90 | -6.32 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4,889 | 0.18 | 313 | -6.31 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 756,389 | 28.54 | 48,371 | 20.32 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 170,524 | -8.61 | 10,905 | -14.47 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 523 | 33 | ||||||
| 2025-07-25 | 13F | Asset Planning,Inc | 406 | 0.00 | 26 | -7.41 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 29,559 | 1,675.32 | 2 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 20,911 | 65.27 | 1,332 | 55.43 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 17 | 0.00 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2,894 | 1,191.96 | 185 | 1,133.33 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5,860 | -16.95 | 375 | -22.41 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 55 | 4 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 72 | 5 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 50 | 0.00 | 3 | 0.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12,505 | -0.11 | 800 | -6.55 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,976 | -4.68 | 126 | -5.26 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 10,345 | -5.30 | 662 | -11.39 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 124 | -95.39 | 8 | -96.17 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 5,018 | 0.00 | 320 | -6.71 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 8 | 0.00 | 1 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7,486 | -4.65 | 485 | -3.20 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 682 | 44 | ||||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 12,959 | 0.10 | 829 | -6.33 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 31 | 0.00 | 2 | -50.00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 2,454 | -2.77 | 157 | -9.30 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,437 | -0.07 | 92 | -7.14 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 41,179 | 0.63 | 2,633 | -5.80 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 142 | 61.36 | 9 | 50.00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 108 | -0.92 | 7 | -14.29 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 11,292 | -4.06 | 722 | -10.20 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,118 | -44.98 | 72 | -43.20 | ||||
| 2025-07-23 | 13F | Monte Financial Group, LLC | 4,511 | 13.77 | 288 | 14.74 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 9,662 | -30.51 | 618 | -35.05 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 7,259 | -15.10 | 464 | -20.55 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 178,101 | -8.32 | 11,390 | -14.19 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 2,208 | 0.00 | 141 | -6.00 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 4,797 | 307 | ||||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 7,536 | -2.60 | 482 | -8.90 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 640 | 0.00 | 41 | -6.98 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 33,574 | -3.93 | 2,147 | -10.05 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 207,447 | -5.37 | 13,286 | -11.40 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 6 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 25 | 2 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 5,076 | 35.18 | 325 | 26.56 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 16,416 | -13.00 | 1 | 0.00 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 518 | 0.00 | 33 | -5.71 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 15 | 0.00 | 1 | -100.00 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Court Place Advisors, LLC | 10,155 | -4.23 | 649 | -10.36 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 3,217 | 0.41 | 206 | -5.96 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 19,300 | 1,234 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 303 | 0.33 | 19 | -5.00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 7,320 | -29.62 | 468 | -34.08 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 3,908 | 19.00 | 267 | 18.67 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 4,354 | 0.69 | 278 | -5.76 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 47,324 | -1.86 | 3,026 | -8.14 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 33,706 | 3.12 | 2,155 | -3.49 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7,869 | 0.05 | 503 | -6.33 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 4,832 | -1.51 | 311 | 1.97 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 20,999 | 1.20 | 1,343 | -5.29 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 5,599 | 0.00 | 358 | -6.28 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 1,280 | 0.00 | 82 | -6.90 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3,438 | -38.00 | 220 | -42.06 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 165 | 0.00 | 11 | -9.09 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 25,202 | -72.06 | 1,612 | -73.86 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 45,502 | 1,132.78 | 2,960 | 1,127.80 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | United Community Bank | 1,013 | 0.00 | 65 | -7.25 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 200 | 0.50 | 13 | -7.69 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 60 | 0.00 | 4 | -25.00 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 468 | 30 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 27,878 | 155.20 | 1,783 | 138.87 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 134,650 | 372.03 | 8,611 | 341.99 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 7,847 | -9.68 | 502 | -15.51 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 124,050 | -11.06 | 8,029 | -15.74 | ||||
| 2025-05-14 | 13F | Capital Analysts, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 25,127 | -40.85 | 1,607 | -44.66 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 140 | -33.33 | 9 | -42.86 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 450 | 0.00 | 29 | -6.67 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 400 | 26 | ||||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 771 | 0.26 | 49 | -5.77 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 452,493 | 5.01 | 28,937 | -1.71 | ||||
| 2025-08-08 | 13F | Creative Planning | 47,493 | -50.04 | 3,037 | -53.23 | ||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 8,036 | -98.58 | 514 | 6,312.50 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 711 | 0.00 | 0 | |||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 3,895 | -25.91 | 249 | -30.64 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7,982 | -4.11 | 510 | -10.21 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 270,741 | 4.35 | 17,314 | -2.32 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 4,989 | -7.27 | 319 | -13.08 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5,250 | -40.79 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1,040 | 0.00 | 67 | -7.04 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 7,364 | 0.00 | 477 | 0.85 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 26,919 | 1.58 | 1,722 | -7.27 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 21,572 | -0.13 | 1,380 | -6.51 | ||||
| 2025-07-16 | 13F | American National Bank | 10,410 | -1.81 | 666 | -8.15 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 7,609 | -11.62 | 487 | -13.52 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 675 | 209.63 | 43 | 207.14 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 600 | 0.00 | 38 | -5.00 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 500 | 0.00 | 32 | -8.82 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 71,816 | 3.63 | 4,593 | -3.00 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 131,076 | -41.54 | 8,382 | -45.28 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3,406 | -30.28 | 218 | -34.83 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 18 | 20.00 | 1 | 0.00 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 413 | 26 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 155,764 | 40.57 | 9,961 | 31.59 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 6,463 | 11.70 | 413 | 4.56 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 15,852 | -40.27 | 1,014 | -44.64 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 4,486 | -4.90 | 287 | -11.18 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 19,051 | 26.32 | 1,218 | 18.25 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | CNB Bank | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1,895,162 | 3.72 | 121,196 | -2.91 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 35,216 | 20.93 | 2,284 | 14.83 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 4,089 | 0.42 | 261 | -6.12 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 700 | 0.00 | 45 | -6.38 | ||||
| 2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 3,685 | 0.00 | 252 | 0.00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 20,777 | 58.66 | 1,329 | 48.38 | ||||
| 2025-08-06 | 13F | Mcrae Capital Management Inc | 6,954 | 445 | ||||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 69,157 | -17.73 | 4,423 | -23.00 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 52 | 0.00 | 3 | 0.00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 10,990 | 0.00 | 703 | -6.40 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 61 | 0.00 | 4 | -25.00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 5,278 | 0 | ||||||
| 2025-05-08 | 13F | Waterway Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 44,177 | 0.69 | 2,825 | -5.74 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 49,361 | 1.92 | 3,157 | -4.59 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 24,829 | 10.47 | 1,588 | 3.39 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 9,946 | -84.73 | 636 | -85.44 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 49,599 | -2.93 | 3,172 | -9.14 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 331 | 0.30 | 0 | |||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 5,952 | -0.42 | 381 | -6.86 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1,000 | 0.00 | 64 | -7.35 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 54 | 3 | ||||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 56,256 | 3.89 | 3,598 | -2.76 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 97,311 | 0.83 | 6,223 | -5.61 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1,213 | 78 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 35,264 | 3.80 | 2,255 | -2.80 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 381 | -47.01 | 24 | -51.02 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3,734 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 64,034 | 11.15 | 4,095 | 4.04 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 12,529 | 3.76 | 801 | 1.52 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 6,970 | -22.85 | 446 | -27.88 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 8,179 | 8.09 | 523 | 1.16 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 14,056 | -3.82 | 1 | |||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 3,488 | 224 | ||||||
| 2025-08-07 | 13F | Richard C. Young & CO., LTD. | 5,824 | 0.88 | 372 | -5.58 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 5,942 | 0.05 | 380 | -6.42 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 280,190 | 24.84 | 17,918 | 16.86 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 3,156 | 0.00 | 202 | -6.51 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | S.A. Mason LLC | 679 | 0.00 | 43 | -6.52 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,109 | 13.23 | 263 | 7.82 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 8,940 | 0.00 | 572 | -6.39 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4,799 | -2.38 | 307 | -8.66 | ||||
| 2025-08-05 | 13F | Artemis Wealth Advisors, LLC | 3,910 | 0.36 | 250 | -6.02 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 3,474 | 10.01 | 222 | 3.26 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1,773,868 | 5.78 | 113,439 | -0.98 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,691 | 0.00 | 108 | -6.09 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 36,568 | -11.14 | 2,339 | -16.83 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 20 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5,641 | 361 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 7,557 | 0.39 | 483 | -6.03 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 3,260 | -58.81 | 209 | -61.48 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 24,028 | -33.16 | 1,537 | -37.46 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,480 | -2.34 | 414 | -8.61 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 49 | 0.00 | 3 | 0.00 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 78,617 | -4.79 | 5,028 | -10.88 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 580 | 0.35 | 40 | -2.50 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 20,654 | -35.15 | 1,321 | -39.34 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 128 | 0.00 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 16,212 | 0.20 | 1,059 | -4.16 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 20,749 | -3.72 | 1,418 | 0.64 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 82 | 0.00 | 5 | 0.00 | ||||
| 2025-04-22 | 13F | Canton Hathaway, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 8,377 | 6.55 | 536 | -0.37 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,099 | -2.97 | 198 | -9.17 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1,752 | 0.34 | 112 | -5.88 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 637 | 0.00 | 41 | -6.98 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 20 | 0.00 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 360 | -4.76 | 23 | -8.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 89,429 | -23.22 | 5,719 | -28.13 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 80,327 | 5.08 | 5,137 | -1.65 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 3,391 | 0.30 | 217 | -6.09 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 704 | 0.00 | 45 | -6.25 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 10,235 | 5.21 | 655 | -1.51 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 4,495 | 34.82 | 287 | 32.26 | ||||
| 2025-07-15 | 13F | Xcel Wealth Management, LLC | 5,000 | 0.00 | 320 | -6.45 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 26,568 | -2.39 | 1,699 | -8.56 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 189,730 | 4.35 | 12,133 | -2.33 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 8,470 | -0.36 | 542 | -6.72 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 5,377 | 0.66 | 344 | -5.77 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 4,570 | -85.71 | 292 | -86.63 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 127,939 | -10.30 | 8 | -11.11 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 15,307 | 951 | ||||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 3,645 | 0.00 | 249 | 4.62 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Swmg, Llc | 3,348 | 215 | ||||||
| 2025-08-14 | 13F | Sentinus, LLC | 5,441 | -7.01 | 348 | -13.03 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 32,844 | 0.83 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 4,359 | 279 | ||||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 107 | 0.00 | 7 | -14.29 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 14,182 | 11.32 | 907 | 4.14 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 85,160 | -0.45 | 5,446 | -6.83 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 272,095 | 4.99 | 17,400 | -1.72 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 170,376 | 9.51 | 10,896 | 2.51 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 3,176 | 0.00 | 203 | -6.02 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 6,252 | 9.88 | 400 | 2.84 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 10,896 | 4.46 | 697 | -2.25 | ||||
| 2025-08-14 | 13F | UBS Group AG | 66,105 | -0.55 | 4,227 | -6.91 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6,431 | -18.40 | 0 | |||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 6,501 | -5.82 | 416 | -11.89 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 132 | -48.64 | 0 | |||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 5,580 | 9.07 | 357 | 2.01 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 31,358 | 1.72 | 2,005 | -4.80 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 16,949 | 4.22 | 1,084 | -2.52 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 300 | 0.00 | 19 | -5.00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 300 | 0.00 | 19 | -5.00 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 37,214 | 3 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 137,665 | 37.97 | 8,804 | 29.13 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 13,306 | 8.26 | 827 | -1.43 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 152 | 0.00 | 10 | -10.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 79,230 | 335.93 | 5,067 | 308.22 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 47 | 0.00 | 3 | 0.00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 325 | 0.00 | 21 | -9.09 | ||||
| 2025-04-16 | 13F | Hilltop Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 291,535 | 3.92 | 18,644 | -2.73 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 8,774 | 47.96 | 599 | 47.54 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 200 | 0.00 | 13 | -7.69 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 5,390 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,864 | -20.84 | 183 | -25.91 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 56,851 | -1.71 | 3,636 | -8.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 464 | 7.66 | 30 | 0.00 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 4,481 | -14.22 | 287 | -19.66 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 143,971 | -15.24 | 9,207 | -20.67 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 4,375 | -49.59 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 24,363 | 0.70 | 1,558 | -5.69 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 26,020 | -65.40 | 1,671 | -67.48 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,883 | 17.17 | 120 | 10.09 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 30,089 | -9.85 | 1,924 | -15.61 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 132,612 | 4.28 | 8,481 | -2.39 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 15,412 | -11.81 | 986 | -17.44 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 28,708 | 241.60 | 1,836 | 219.69 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 5,598 | 0.39 | 358 | 0.56 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 600 | 38 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 2,441 | 176.13 | 156 | 160.00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5,531 | 354 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 229 | -5.76 | 15 | -12.50 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 10 | 0.00 | 1 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 11,126 | -21.06 | 712 | -26.09 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 45,514 | 1.41 | 2,911 | -5.09 | ||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Fiduciary Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 13,241 | -0.14 | 847 | -6.52 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,186 | 8.00 | 140 | 0.72 | ||||
| 2025-08-13 | 13F | Whalerock Point Partners, Llc | 7,360 | 0.01 | 471 | -6.37 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 80,112 | -1.07 | 5,123 | -7.39 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 38,702 | -3.51 | 2,475 | -9.71 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 98,275 | -49.15 | 6,285 | -52.40 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7,305 | -63.40 | 467 | -65.74 | ||||
| 2025-07-18 | 13F | Eagle Capital Management, LLC | 5,600 | -96.70 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 99,441 | 190.17 | 6,359 | 171.64 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 277 | 0.00 | 18 | -5.56 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 798 | 0.00 | 51 | -5.56 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2,963 | 0.00 | 189 | -6.44 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 20,684 | -85.30 | 1,323 | -86.24 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 931 | -69.40 | 60 | -71.50 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 26,148 | -10.52 | 1,682 | -15.73 | ||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 11,764 | -1.95 | 752 | -8.18 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3,376 | -17.38 | 216 | -22.94 | ||||
| 2025-08-08 | 13F/A | Sequoia Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | LongView Wealth Management | 8,847 | 52.56 | 566 | 42.68 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 5,988 | -45.23 | 383 | -48.79 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 12,105 | -10.57 | 774 | -16.23 | ||||
| 2025-04-29 | 13F | Sequent Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 133 | 0.00 | 9 | -11.11 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 74 | 0.00 | 5 | 25.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 149,717 | 11.54 | 9,575 | 4.41 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 34,115 | 9.58 | 2,182 | 2.54 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,595 | 0.06 | 102 | -5.56 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 848 | 0.00 | 53 | -8.77 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 30,574 | 14.29 | 1,955 | 7.01 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 131 | -6.47 | ||||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 7,730 | 0.13 | 494 | -6.26 | ||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Vicus Capital | 12,679 | -28.79 | 811 | -33.39 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 8,066 | -35.47 | 516 | -39.62 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 10 | 0.00 | 1 | |||||
| 2025-08-07 | 13F | Summit X, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Partnership Wealth Management, LLC | 4,350 | 4.87 | 278 | -1.77 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 8,822 | -4.96 | 564 | -11.04 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 275 | 18 | ||||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 249 | -71.31 | 16 | -74.58 | ||||
| 2025-05-08 | 13F | Gsa Capital Partners Llp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 39,492 | -0.34 | 2,525 | -6.72 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 116,482 | 189.87 | 7,449 | 154.67 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 19,215 | 0.28 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 152,200 | 3,208.70 | 9,733 | 2,999.68 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 39 | 30.00 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 190,273 | -20.31 | 12,168 | -25.41 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 100 | -56.33 | 6 | -60.00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 539 | 0.00 | 34 | -5.56 | ||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 45,836 | 3.17 | 2,931 | -3.43 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 5,480 | 6.00 | 350 | -0.85 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 587,436 | 3.53 | 37,567 | -3.09 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 30,724 | 48.75 | 1,965 | 45.59 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 3,842 | -23.82 | 246 | -22.88 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 9,315 | 40.75 | 596 | 31.64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 491,535 | -10.84 | 31 | -16.22 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 331 | 0.00 | 21 | 0.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 4,991 | 319 |
