Statistik Asas
| Pemilik Institusi | 548 total, 545 long only, 0 short only, 3 long/short - change of 7.23% MRQ |
| Purata Peruntukan Portfolio | 0.3333 % - change of 8.62% MRQ |
| Saham Institusi (Panjang) | 18,172,086 (ex 13D/G) - change of 0.21MM shares 1.19% MRQ |
| Nilai Institusi (Panjang) | $ 3,303,136 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF (US:FTEC) telah 548 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 18,172,086 saham. Pemegang saham terbesar termasuk Bank Of America Corp /de/, Lido Advisors, LLC, Charles Schwab Investment Management Inc, Richard Bernstein Advisors LLC, Commonwealth Equity Services, Llc, Envestnet Asset Management Inc, Agf Management Ltd, LPL Financial LLC, Full Sail Capital, LLC, and Morgan Stanley .
Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF (ARCA:FTEC) 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 208.01 / share. Previously, on September 9, 2024, the share price was 160.54 / share. This represents an increase of 29.57% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2,762 | 6.11 | 1 | |||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 380,912 | 4.30 | 75,123 | 27.55 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,377 | 0.00 | 272 | 22.07 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,681 | -0.94 | 331 | 21.25 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 652 | 0.00 | 129 | 21.90 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 40,505 | 6,532 | ||||||
| 2025-08-14 | 13F | First Foundation Advisors | 1,657 | 0.00 | 327 | 22.10 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1,895 | 0.00 | 374 | 22.30 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 16,198 | -12.55 | 3,195 | 6.93 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 7,006 | 10.56 | 1,382 | 35.26 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 365 | 0.00 | 0 | |||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 4,919 | -4.93 | 970 | 16.31 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 12,802 | 2,525 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 4,990 | 13.23 | 1 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 414 | -46.85 | 82 | -35.20 | ||||
| 2025-08-05 | 13F | Ciovacco Capital Management LLC | 13,687 | 2,699 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 24,233 | 5.34 | 4,779 | 28.85 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 659,540 | 23.90 | 130,074 | 51.52 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 63 | 0.00 | 12 | 10.00 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 12,329 | 0.00 | 2,432 | 22.28 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 2,230 | 440 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 176,127 | 2.57 | 34,736 | 25.43 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 117,420 | 1.02 | 23,158 | 23.54 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 15,449 | 3.52 | 3,047 | 26.60 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 33,578 | -16.62 | 6,622 | 1.97 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 2,837 | -12.11 | 560 | 7.50 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 155 | 0.00 | 31 | 25.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 7,813 | 0.81 | 1,541 | 23.30 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 12,895 | -32.32 | 2,543 | -22.89 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 33,008 | 21.14 | 7 | 50.00 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 2,953 | 85.61 | 582 | 127.34 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 230 | 0.44 | 45 | 25.00 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 12 | 0.00 | 2 | 100.00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 5,070 | 0.20 | 1,000 | 22.43 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 7,748 | 22.89 | 1,528 | 50.30 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 95,341 | 0.19 | 18,800 | 22.50 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 1,830 | -29.29 | 361 | -13.67 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 17,058 | 1.02 | 3,364 | 23.54 | ||||
| 2025-04-28 | 13F | Summit Place Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 2,554 | 0.00 | 504 | 22.38 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 26,491 | 0.34 | 5,225 | 22.72 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 15,495 | -7.02 | 3,056 | 13.70 | ||||
| 2025-04-28 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5,560 | 95.98 | 1,097 | 139.82 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 3,931 | 775 | ||||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 1,899 | 3.60 | 374 | 26.78 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 6,682 | -0.85 | 1,318 | 21.27 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 6,415 | -0.82 | 1,265 | 21.28 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 300 | 0.00 | 48 | -12.73 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 433 | -94.46 | 85 | -93.66 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 2,980 | 0.00 | 588 | 22.29 | ||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 41,804 | -0.38 | 8,245 | 21.83 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 86,073 | 4,004.58 | 16,975 | 4,922.19 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 231 | 0.00 | 46 | 21.62 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 7,736 | -7.34 | 1,526 | 13.30 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 2,960 | -12.37 | 584 | 7.17 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12,119 | 73.45 | 2,390 | 112.26 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 46,150 | 10.27 | 9,102 | 34.85 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 463 | 0.00 | 91 | 22.97 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 1,047 | -51.55 | 206 | -40.80 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 690 | 136 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 40,744 | 7.07 | 8,036 | 30.74 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 20 | 0.00 | 4 | 0.00 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 340 | 0.00 | 67 | 24.07 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 3,009 | 128.13 | 593 | 179.72 | ||||
| 2025-07-24 | 13F | Tandem Capital Management Corp /adv | 3,137 | -3.09 | 619 | 18.39 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 59,190 | -1.97 | 11,673 | 19.88 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 515 | 0.00 | 102 | 21.69 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 1,178 | 232 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 1,874 | 33.38 | 370 | 63.27 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 89,474 | -6.00 | 17,646 | 14.96 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 837 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1,580 | 0.00 | 312 | 22.44 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 6,633 | 0.03 | 1,308 | 22.36 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 975 | 0.00 | 192 | 22.29 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 26,295 | -16.95 | 5,186 | 1.55 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 61 | 12 | ||||||
| 2025-08-06 | 13F | Agf Management Ltd | 617,076 | 1.50 | 121,700 | 24.12 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1,208 | -21.96 | 238 | -4.42 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 42 | 0.00 | 8 | 33.33 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3,406 | -9.27 | 672 | 10.91 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 1,831 | 0.00 | 361 | 22.37 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 3,734 | 72.31 | 736 | 110.89 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 9,334 | 126.72 | 1,913 | 185.80 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 2,000 | -50.00 | 394 | -38.91 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 7,521 | -1.03 | 1,483 | 21.06 | ||||
| 2025-08-07 | 13F | Navellier & Associates Inc | 13,000 | -3.17 | 2,564 | 13.91 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 13,506 | 35.24 | 2,638 | 63.59 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 1,400 | 0.00 | 226 | -12.79 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 775 | 0.00 | 153 | 22.58 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 96 | -5.88 | 19 | 12.50 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2,955 | -17.04 | 583 | 1.39 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 136 | 0.00 | 27 | 23.81 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 18,989 | 11.01 | 3,745 | 36.64 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 1,429 | -0.28 | 282 | 21.65 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 2,316 | 0.00 | 457 | 22.25 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 1,115 | 220 | ||||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 21,168 | -17.40 | 4,175 | 1.02 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1,425 | -60.56 | 281 | -51.72 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 1,552 | 0.00 | 306 | 22.40 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 14,388 | 3.47 | 2,838 | 26.54 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 158 | 0.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 19,441 | 0.04 | 3,959 | 21.30 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 72 | 0.00 | 14 | 27.27 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 1,406,475 | -5.55 | 277,390 | 15.50 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 16,446 | -5.81 | 3,243 | 15.20 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 4,674 | 8.75 | 922 | 32.90 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 5,516 | 0.00 | 995 | 20.17 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3,868 | 0.70 | 763 | 23.10 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 6,316 | -85.12 | 1,246 | -81.81 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 3,752 | -5.66 | 740 | 15.29 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 2,536 | -4.98 | 500 | 16.28 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 32,700 | 151.54 | 6,449 | 207.68 | |||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3,918 | -4.76 | 773 | 16.44 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 443 | -22.01 | 87 | -4.40 | ||||
| 2025-08-08 | 13F | King Wealth | 55,609 | -1.20 | 11 | 11.11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 10,100 | -3.81 | 1,992 | 17.60 | |||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2,891 | -11.26 | 570 | 8.57 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 915 | 180 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 2,582 | -0.96 | 509 | 21.19 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 336,084 | 2.16 | 66,283 | 24.93 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 1,824 | 360 | ||||||
| 2025-04-23 | 13F | Chevy Chase Trust Holdings, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 33,204 | 1.62 | 6,548 | 24.27 | ||||
| 2025-08-01 | 13F | Reliant Investment Partners, LLC | 16,138 | 1.89 | 3,183 | 24.59 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1,993 | 7.32 | 393 | 31.44 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 1,045 | 206 | ||||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 1,052 | 207 | ||||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 1,058 | 209 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3,495 | 23.54 | 689 | 51.10 | ||||
| 2025-04-11 | 13F | Signal Advisors Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 3,322 | 0.00 | 655 | 22.43 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,771 | 13.43 | 546 | 60.12 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 1,036 | 204 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 14,436 | 146.47 | 2,847 | 201.48 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 82,213 | -16.32 | 16,214 | 2.34 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 1,352 | 0.00 | 267 | 22.02 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 3,334 | -2.11 | 657 | 19.67 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 1,311 | 0.15 | 259 | 22.27 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2,056 | 405 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 1,839 | 363 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 6,405 | 266.21 | 1,263 | 347.87 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 1,423 | 1.35 | 281 | 23.89 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 1,209 | 238 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4,334 | 81.26 | 855 | 121.82 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 1,180 | -8.31 | 233 | 12.08 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 32 | 0.00 | 6 | 20.00 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 1,830 | -7.99 | 361 | 12.50 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 9,239 | -1.75 | 1,490 | -14.33 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 2,201 | 434 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 2,343 | 510.16 | 462 | 657.38 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 1,358 | 0.00 | 268 | 22.48 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 7,962 | -0.74 | 1,570 | 21.42 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 1,862 | 0.00 | 367 | 22.33 | ||||
| 2025-04-25 | 13F | CHURCHILL MANAGEMENT Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 2,048 | -3.98 | 404 | 17.49 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 170,659 | 5.05 | 33,687 | 28.42 | ||||
| 2025-07-24 | 13F | Court Place Advisors, LLC | 30,819 | -1.36 | 6,078 | 20.64 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 53,387 | 7.60 | 11 | 25.00 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 9 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 5,390 | 1,063 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 40,096 | 7,908 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 10,430 | 6.36 | 2,057 | 30.04 | ||||
| 2025-07-23 | 13F | Monte Financial Group, LLC | 1,419 | 2.31 | 280 | 34.13 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 1,340 | -16.51 | 264 | 2.33 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 570 | -46.18 | 113 | -34.12 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 3,541 | 2.55 | 698 | 25.54 | ||||
| 2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 1,657 | 0.00 | 327 | 20.74 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 76,151 | 6.53 | 15,019 | 30.27 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 6,398 | -1.02 | 1,262 | 21.02 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 159 | 0.00 | 31 | 24.00 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 1,155 | 228 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 8,588 | -0.42 | 1,694 | 21.80 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 23,570 | 2.27 | 4,648 | 25.08 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 4,515 | 0.00 | 890 | 22.25 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 24,518 | 4.08 | 4,835 | 27.27 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 2,263 | 0.67 | 446 | 23.20 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5,800 | 45.00 | 1,144 | 77.21 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 970 | 191 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 23,846 | -7.24 | 4,703 | 13.44 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 3,517 | 13.12 | 567 | 6.38 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 6,720 | 0.86 | 1,325 | 23.37 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 8,715 | 5.05 | 1,719 | 28.50 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 20,877 | -2.12 | 4,117 | 19.72 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 1,415 | 0.00 | 279 | 22.37 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 2,612 | -12.70 | 515 | 6.85 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 20 | 0.00 | 4 | 0.00 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 78,227 | 156.75 | 15,428 | 214.00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 2,651 | 12.05 | 523 | 19.45 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | United Community Bank | 745 | 0.00 | 147 | 21.67 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 2,621 | 517 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 35,265 | 264.23 | 6,955 | 345.55 | ||||
| 2025-04-08 | 13F | Advisory Alpha, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 1,125 | 222 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 6,913 | -51.08 | 1,363 | -40.19 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 100 | 20 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 300 | 0.00 | 59 | 22.92 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 890 | 0.00 | 176 | 22.38 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 222 | 0.00 | 44 | 22.86 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 8,375 | -3.46 | 1,652 | 18.01 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 74 | 0.00 | 15 | 27.27 | ||||
| 2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 1,028 | 203 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4,632 | 1.71 | 914 | 24.39 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 323 | 0.00 | 52 | -11.86 | ||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 4,083 | 2.46 | 805 | 24.81 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 1,228 | 0 | ||||||
| 2025-07-21 | 13F | Capital Planning LLC | 23,181 | 0.70 | 4,572 | 23.14 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 53,359 | -21.86 | 10,523 | -4.44 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 28,208 | 4.00 | 5,563 | 27.21 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 37,834 | 0.52 | 7,389 | 21.71 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 10,890 | 16.87 | 2,148 | 42.94 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 16,056 | 268.09 | 3,167 | 350.36 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 17,064 | -2.65 | 3,365 | 19.07 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 108,759 | 4.49 | 21,449 | 27.78 | ||||
| 2025-04-22 | 13F | Stapp Wealth Management, Pllc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 5,470 | 209.04 | 1,079 | 278.25 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 3,137 | 5.52 | 619 | 29.02 | ||||
| 2025-04-24 | 13F | Crescent Grove Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 5,421 | -2.17 | 1,069 | 19.71 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 3,700 | 35.83 | 1 | |||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 28,643 | 5,649 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1,449 | -13.29 | 286 | 5.95 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 1,100 | 217 | ||||||
| 2025-08-14 | 13F | Seven Mile Advisory | 1,926 | 0.05 | 380 | 22.26 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 1,209 | 238 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 20,283 | 1.10 | 4,000 | 23.65 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 106 | 0.00 | 21 | 11.11 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 2,111 | 0.14 | 416 | 22.71 | ||||
| 2025-07-16 | 13F | American National Bank | 3,092 | 8.83 | 610 | 32.97 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 300 | 0.00 | 59 | 22.92 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 6,032 | 0.00 | 1,190 | 6.64 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 10,629 | -0.10 | 2,096 | 22.22 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 1,014 | -2.87 | 200 | 18.45 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 76,374 | -5.70 | 15,062 | 15.31 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 600 | 118 | ||||||
| 2025-08-15 | 13F/A | MONECO Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3,267 | -3.11 | 644 | 18.60 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 4,419 | 0.52 | 872 | 23.02 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 438 | 0.00 | 86 | 22.86 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 22,990 | -24.92 | 4,534 | -8.31 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 1,571 | -23.33 | 310 | -6.36 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 16,520 | 16.46 | 3,258 | 42.41 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 292,925 | 26.59 | 57,771 | 54.80 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 19,362 | 4 | ||||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 20,307 | 0.95 | 4,004 | 23.43 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 2,915 | 2.21 | 575 | 25.05 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2,657 | 0.00 | 524 | 22.43 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 1,020 | 205 | ||||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 132 | 2.33 | 26 | 30.00 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 1,691 | 0.12 | 334 | 22.43 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 51 | 10 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 30,806 | 16.41 | 6,076 | 42.37 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 1,919 | 8.73 | 378 | 33.10 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 14,973 | -19.94 | 2,953 | -6.14 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 15,700 | 0.00 | 3,096 | 22.32 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6,260 | 3.68 | 1,235 | 26.82 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 537 | 0.00 | 106 | 22.09 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 1,316 | 0.15 | 259 | 22.75 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 3,256 | 0.03 | 642 | 22.52 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 2,989 | -3.64 | 589 | 17.80 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 76 | 0.00 | 15 | 25.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1,372 | 0.00 | 270 | 22.17 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 2,400 | -24.29 | 473 | -7.44 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 73 | 0.00 | 14 | 27.27 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 2,092,518 | 3.20 | 412,687 | 26.20 | ||||
| 2025-04-29 | 13F | Capital Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 1,112 | 219 | ||||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1,083 | -8.61 | 214 | 11.52 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 2,165 | 16.59 | 427 | 42.47 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 6,365 | 26.54 | 1,255 | 54.75 | ||||
| 2025-08-06 | 13F | Mcrae Capital Management Inc | 4,484 | 884 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 7,735 | -4.33 | 1,525 | 17.04 | ||||
| 2025-05-01 | 13F | Northwest Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 17,084 | 2.95 | 3,369 | 25.90 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2,660 | -9.59 | 525 | 10.55 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 3,354 | 0.03 | 661 | 22.41 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 16 | 3 | ||||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 45 | 0.00 | 9 | 14.29 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 111,313 | -24.75 | 21,953 | -7.98 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 3,366 | 664 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1,051 | 0.19 | 207 | 22.49 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 4,486 | -12.18 | 1 | |||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 120,949 | 26.09 | 24 | 53.33 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 8,804 | 0.81 | 1,736 | 23.30 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 13,825 | 28.93 | 2,727 | 57.66 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3,750 | -0.03 | 740 | 22.35 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 45,990 | 0.52 | 9,070 | 22.93 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 15,783 | 2.43 | 3,113 | 24.23 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 34,927 | -5.12 | 6,888 | 16.04 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2,012 | 0.05 | 397 | 22.22 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 96 | 0.00 | 19 | 20.00 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 23 | 5 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 71,864 | 14,173 | ||||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 16,585 | 2.47 | 3,271 | 25.29 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 2,375 | 34.18 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,492 | 0.07 | 292 | 21.25 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 1,632 | 0.00 | 322 | 22.05 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 37,143 | 15.08 | 7,325 | 40.73 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 309 | -14.40 | 61 | -9.09 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 900 | -8.16 | 177 | 12.03 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 3,029 | 0.00 | 597 | 22.34 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 19,160 | 16.23 | 3,779 | 42.14 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 1,090 | 215 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 17,121 | -4.70 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 57 | 0.00 | 11 | 22.22 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 40,505 | 6,532 | ||||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 1,024 | 202 | ||||||
| 2025-08-14 | 13F | BLKBRD Asset Management, LP | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 4,917 | 0.49 | 970 | 22.81 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 1,359 | 0.00 | 268 | 21.92 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 7,457 | 8.21 | 1,487 | 54.41 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 60,171 | -0.58 | 12,425 | 37.34 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 35,577 | 0.23 | 7,017 | 22.57 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 2,666 | 30.30 | 526 | 59.09 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 308,500 | 107.26 | 60,842 | 153.47 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3,605 | 1.38 | 805 | 40.31 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 300 | -14.29 | 59 | 5.36 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 6,899 | -3.79 | 1,361 | 17.65 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 241,903 | 12.97 | 47,708 | 38.15 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 2,108 | 0.00 | 416 | 22.42 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 155 | 0.00 | 31 | 20.00 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 2,204 | -2.22 | 435 | 19.56 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 2,020 | -7.64 | 398 | 13.07 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 11,879 | 1.68 | 2,343 | 24.31 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 200 | 0.00 | 39 | 21.88 | ||||
| 2025-08-12 | 13F | Bokf, Na | 268 | 0.00 | 53 | 20.93 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1,474,021 | -1.90 | 290,706 | 19.97 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 70 | 0.00 | 14 | 18.18 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 4,345 | 44.54 | 857 | 76.86 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 12,816 | 5.65 | 2,528 | 29.19 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 1,457 | -42.89 | 287 | -30.17 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,793 | -2.56 | 1,734 | 19.18 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3,981 | 785 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 37,410 | 37.84 | 7,378 | 68.60 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 46,079 | -14.36 | 9,088 | 4.73 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 3,992 | -17.55 | 787 | 0.90 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 1,185 | -7.78 | 234 | 12.56 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 179 | 0.00 | 35 | 25.00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 30,164 | 4.90 | 5,949 | 28.27 | ||||
| 2025-08-25 | NP | Connetic Venture Capital Access Fund | 1,239 | 244 | ||||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 2,050 | 0.00 | 404 | 22.42 | ||||
| 2025-04-17 | 13F | Dynamic Advisor Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Tableaux Llc | 27,484 | 1,305 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 29 | 0.00 | 6 | 25.00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 240 | 47 | ||||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 1,574 | -9.17 | 310 | 11.11 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 89 | 0.00 | 18 | 21.43 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 2 | 0.00 | 0 | |||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 2,629 | 1.00 | 519 | 23.63 | ||||
| 2025-05-07 | 13F | Bellwether Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3,313 | 7.18 | 653 | 31.12 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 65 | 13 | ||||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 2,463 | -1.44 | 486 | 20.35 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 3,821 | 46.01 | 754 | 78.44 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21,329 | -8.70 | 3,440 | -20.36 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 54 | 0.00 | 11 | 25.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,075 | 22.78 | 409 | 50.37 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 2,477 | 0.00 | 488 | 22.31 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 20,946 | 2.32 | 4,131 | 25.11 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 93 | -78.82 | 18 | -74.29 | ||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 1,100 | -31.25 | 217 | -16.28 | |||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 14,562 | 11.28 | 2,692 | 27.58 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 400 | 100.00 | 79 | 143.75 | |||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 1,020 | 201 | ||||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 28,454 | 1.11 | 5,612 | 23.64 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 4,362 | 0.02 | 860 | 22.33 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 442 | 87 | ||||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 1,049 | 207 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 135,518 | 11.45 | 26,727 | 36.30 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 2,923 | -0.27 | 576 | 22.03 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 8,506 | 1.19 | 1,678 | 23.76 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 60,027 | 6.47 | 11,839 | 30.20 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 12,096 | 73.02 | 2,386 | 111.62 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 2,300 | 0.00 | 454 | 22.43 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 6,797 | 2.33 | 1,341 | 25.12 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 10,526 | 0.78 | 2,076 | 23.28 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 1,735 | 0.12 | 342 | 22.58 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 30 | 0.00 | 6 | 25.00 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 450 | 0.00 | 89 | 22.22 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 14,325 | -1.96 | 2,825 | 19.91 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 30,362 | -3.40 | 5,988 | 18.27 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 205,306 | -5.45 | 40 | 14.29 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 2,070 | -1.90 | 408 | 20.00 | ||||
| 2025-06-26 | NP | MSTSX - Morningstar Unconstrained Allocation Fund | 116,849 | 50.48 | 19,094 | 34.04 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 64 | 3.23 | 12 | 20.00 | ||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 3,500 | 12.90 | 564 | -1.57 | ||||
| 2025-05-15 | 13F | Ausdal Financial Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Swmg, Llc | 1,716 | 16.42 | 354 | 48.12 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 2,235 | 441 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 312 | 0.00 | 62 | 22.00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 658 | 0 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 11,699 | 4.47 | 2,307 | 27.81 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 1,900 | 1.55 | 375 | 24.25 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 666 | 131 | ||||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 1,106 | 218 | ||||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 82,569 | 1.03 | 16,284 | 23.56 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 56 | 0.00 | 11 | 22.22 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 1,996 | 4.07 | 394 | 27.18 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 210 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 2,528 | 0.12 | 499 | 22.36 | ||||
| 2025-04-18 | 13F | Bfsg, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1,035 | 204 | ||||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 6,870 | -0.82 | 1,355 | 21.22 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 15,428 | 3.45 | 3,043 | 26.49 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 3 | 0.00 | 1 | |||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 9,267 | 2.30 | 1,828 | 25.14 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 1,885 | 2.56 | 372 | 25.34 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 3,995 | 36.26 | 788 | 45.20 | ||||
| 2025-07-24 | 13F | SLT Holdings LLC | 4,248 | 838 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 19,167 | 3,780 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 1,666 | 329 | ||||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 1,570 | 0.19 | 310 | 22.62 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 242,337 | 1.32 | 47,776 | 23.87 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 16,272 | 1.59 | 3,209 | 24.24 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 104,900 | 0.00 | 21 | 25.00 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 131 | 0.00 | 26 | 19.05 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 2,804 | 1.19 | 553 | 23.99 | ||||
| 2025-08-14 | 13F | UBS Group AG | 108,807 | 12.15 | 21,459 | 37.15 | ||||
| 2025-07-29 | 13F | Barlow Wealth Partners, Inc. | 1,459 | 0.00 | 289 | 21.52 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Founders Financial Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 1,905 | 45.53 | 376 | 77.73 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 1,844 | -24.40 | 371 | -1.33 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 2,390 | 8.29 | 471 | 32.68 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 132 | 26 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 15,936 | -25.78 | 3,143 | -9.24 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Camden Capital, LLC | 3,608 | 712 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 1 | -99.92 | 0 | -100.00 | ||||
| 2025-05-08 | 13F | Main Street Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 1,969 | 17.41 | 388 | 43.70 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 189 | -5.50 | 37 | 15.63 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 901 | 0.00 | 178 | 22.07 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 30 | -82.76 | 6 | -82.14 | ||||
| 2025-08-13 | 13F | Whalerock Point Partners, Llc | 10,316 | -0.65 | 2,035 | 21.51 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 14,100 | 33.02 | 2,781 | 62.67 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 1,500 | -37.50 | 296 | -23.77 | |||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 608 | 120 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 111 | 0.00 | 22 | 23.53 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 70 | 0.00 | 14 | 18.18 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 65,125 | -38.81 | 13,399 | -21.94 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 1,344 | 0.00 | 265 | 22.69 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 9,383 | 1.53 | 1,851 | 24.16 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 2,038 | 0.00 | 402 | 22.26 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 416 | 42.96 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1,152 | -25.68 | 227 | -9.20 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 137,335 | 43.14 | 27,085 | 75.05 | ||||
| 2025-05-06 | 13F | Kovack Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 3,799 | -10.04 | 749 | 9.99 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 113,572 | 84.99 | 22,399 | 126.24 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 9,354 | 0.00 | 1,845 | 22.28 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 3,662 | 0.25 | 591 | -12.59 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 924 | -11.24 | 182 | 8.98 | ||||
| 2025-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 2,572 | 7.08 | 507 | 14.19 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 4,038 | -62.33 | 1 | -100.00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 21,890 | -4.73 | 4,318 | 16.49 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 50,082 | -51.81 | 9,935 | -40.72 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 1,358 | 5.11 | 268 | 28.37 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 67,624 | 39.59 | 13,337 | 70.71 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 3,515 | -0.85 | 693 | 21.37 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 5,346 | 0.17 | 1,054 | 22.56 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12,464 | -0.83 | 2,458 | 21.32 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 2,147 | 22.34 | 423 | 49.47 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 40 | 0.00 | 8 | 16.67 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 1,560 | 0.00 | 308 | 22.31 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 3,379 | 666 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 8,588 | -4.17 | 1,694 | 17.16 | ||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 1,480 | -2.31 | 292 | 19.26 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3,605 | -15.53 | 711 | 3.20 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 787 | 26.73 | 154 | 53.00 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 543 | -26.82 | 107 | -10.08 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2,810 | 0.11 | 554 | 22.57 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,086 | 45.65 | 1,003 | 76.90 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 4,010 | 0.00 | 791 | 22.29 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 22,971 | 1.68 | 4,530 | 24.35 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 1,297 | 0.00 | 256 | 22.01 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5,264 | 177.78 | 1,038 | 240.33 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 2,214 | 76.13 | 437 | 115.84 | ||||
| 2025-07-18 | 13F | Vicus Capital | 2,560 | -1.01 | 505 | 21.15 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 1,702 | -4.97 | 336 | 16.32 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 159 | 0.00 | 31 | 24.00 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 2,264 | -12.96 | 447 | 6.44 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 2,600 | -4.94 | 513 | 16.10 | ||||
| 2025-07-14 | 13F | Palacios Wealth Management, LLC | 5,405 | -3.10 | 1,066 | 18.46 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 1,420 | 0.00 | 280 | 22.27 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,248,350 | -5.67 | 443,420 | 15.36 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,265 | -5.77 | 644 | 15.23 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 2,906 | 573 | ||||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 68,221 | 3.98 | 13,455 | 27.16 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 3,948 | 176.86 | 779 | 239.74 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 73 | 0.00 | 14 | 27.27 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 6,065 | 4.42 | 1,196 | 27.78 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 34,602 | 16.65 | 6,824 | 42.67 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1,830 | 361 | ||||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 317 | 0.00 | 63 | 21.57 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4,338 | 194.50 | 856 | 260.76 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 4,672 | 0.00 | 921 | 21.34 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 3,822 | 70.47 | 754 | 108.59 | ||||
| 2025-08-04 | 13F | Canton Hathaway, LLC | 6,245 | 0.00 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 11,978 | -13.71 | 2,362 | 5.54 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 760 | -11.73 | 150 | 7.97 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 2,757 | 0.00 | 544 | 22.30 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 3,000 | 3.20 | 592 | 26.28 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 504 | -16.97 | 99 | 2.06 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 6,135 | -4.54 | 1,210 | 16.70 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 51,514 | 7,740.79 | 10,160 | 9,575.24 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 7,539 | -2.46 | 1,487 | 19.26 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 51 | 0.00 | 10 | 25.00 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 2,080 | 0.00 | 410 | 22.39 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3,717 | 1.25 | 733 | 23.82 | ||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 1,071 | 211 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4,138 | -0.50 | 816 | 21.79 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 59,276 | -3.03 | 11,690 | 18.58 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 265 | 0.00 | 52 | 23.81 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 24,453 | -11.05 | 4,903 | 10.58 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 30 | 0.00 | 6 | 25.00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 2,088 | 5.14 | 412 | 28.44 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 11,061 | -14.05 | 2,182 | 5.11 | ||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 4,313 | -23.15 | 851 | -6.08 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 2,778 | 3.39 | 548 | 26.33 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2,146 | 430 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 2,985 | -7.30 | 589 | 13.29 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 1,269 | 250 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 23 | 5 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1,769 | 23.28 | 349 | 50.65 | ||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 34,168 | 12.72 | 6,739 | 37.85 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 50 | 0.00 | 0 | |||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 50,065 | 5.31 | 10,038 | 30.93 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 77,873 | -51.52 | 5,147 | -38.96 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 3,547 | -17.03 | 700 | 1.45 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,225 | -20.14 | 242 | -2.43 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 2,756 | 0.07 | 544 | 22.30 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 136 | 22.52 | ||||||
| 2025-07-23 | 13F | Magnolia Capital Management Ltd | 2,075 | 0.00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4,090 | 29.35 | 807 | 58.04 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 63,856 | 7.47 | 12,594 | 31.44 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 7,188 | 0.07 | 1,418 | 22.37 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Elk River Wealth Management, LLC | 1,076 | -15.67 | 212 | 3.41 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 69 | 0.00 | 11 | -8.33 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 18,073 | 16.76 | 3,564 | 42.79 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 753 | 149 | ||||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 3,001 | -0.89 | 592 | 21.31 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 2,112 | -46.87 | 417 | -35.10 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 2,537 | -78.53 | 500 | -73.71 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Marotta Asset Management | 39,403 | 126.08 | 7,771 | 155.54 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 4,302 | 0.00 | 1 | |||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 90 | 0.00 | 18 | 21.43 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 1,332 | -9.57 | 263 | 10.55 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 6,392 | 36.79 | 1 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2,040 | 429 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 526 | 7.35 | 104 | 30.38 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 8,427 | -11.51 | 1,662 | 8.21 | ||||
| 2025-08-08 | 13F | Creative Planning | 33,705 | 9.20 | 6,647 | 33.55 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 20,424 | -2.46 | 4,028 | 19.31 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 1,999 | 0.55 | 394 | 23.13 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 1,152 | 227 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 5,501 | 0.09 | 1,085 | 22.35 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 319 | 20.83 | 63 | 47.62 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 5,026 | -1.68 | 991 | 20.27 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 350 | 0.00 | 69 | 23.21 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 552,163 | 36.74 | 108,898 | 67.22 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 5,361 | -0.35 | 1,057 | 21.91 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 31,324 | 433.27 | 6,178 | 468.78 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 26,145 | 52.95 | 5,156 | 87.08 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 1 | 0.00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 5,648 | 0.18 | 1,127 | 33.06 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 2,876 | 3.16 | 578 | 27.59 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 8,280 | 381.40 | 1,633 | 489.17 | ||||
| 2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 30,553 | 13.50 | 6,026 | 38.79 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 73,231 | -30.45 | 14,445 | -14.94 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 2,575 | 0.00 | 508 | 22.17 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,838 | 9.08 | 363 | 16.40 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 2,485 | 0.00 | 490 | 22.50 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 660,567 | -11.26 | 130 | 8.33 | ||||
| 2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 1,151 | 227 |
