Statistik Asas
| Pemilik Institusi | 381 total, 379 long only, 0 short only, 2 long/short - change of 9.14% MRQ |
| Purata Peruntukan Portfolio | 0.1603 % - change of 22.11% MRQ |
| Saham Institusi (Panjang) | 7,577,144 (ex 13D/G) - change of 0.05MM shares 0.72% MRQ |
| Nilai Institusi (Panjang) | $ 587,324 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Amplify ETF Trust - Amplify Cybersecurity ETF (US:HACK) telah 381 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 7,577,144 saham. Pemegang saham terbesar termasuk LPL Financial LLC, Wealth Enhancement Advisory Services, Llc, HighTower Advisors, LLC, Destination Wealth Management, Raymond James Financial Inc, Royal Bank Of Canada, Thrivent Financial For Lutherans, Nan Shan Life Insurance Co., Ltd., Cetera Investment Advisers, and Envestnet Asset Management Inc .
Amplify ETF Trust - Amplify Cybersecurity ETF (ARCA:HACK) 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 84.94 / share. Previously, on September 6, 2024, the share price was 63.06 / share. This represents an increase of 34.70% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-15 | 13F | Glenmede Trust Co Na | 2,271 | 62.68 | 163 | 58.25 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 600 | -14.29 | 52 | 2.00 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 3,620 | -0.71 | 308 | 16.73 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,658 | 82.93 | 230 | 112.04 | ||||
| 2025-05-14 | 13F | Peak6 Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 7,953 | 14.38 | 687 | 37.47 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 14,079 | 7.59 | 1,216 | 29.50 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 5,690 | 8.53 | 491 | 30.59 | ||||
| 2025-05-14 | 13F | Peak6 Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Peak6 Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2,581 | 223 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 58,548 | -26.97 | 7,009 | 21.77 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16,444 | 30.19 | 1,420 | 56.73 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | City Holding Co | 7,760 | 29.77 | 670 | 56.18 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 4,274 | -2.20 | 350 | 14.05 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21,799 | 13.93 | 1,565 | 9.82 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 350 | 0.00 | 30 | 20.00 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 16,010 | -15.47 | 1,383 | 1.69 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 80 | 0.00 | 7 | 20.00 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 200 | 17 | ||||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 2,476 | 214 | ||||||
| 2025-07-30 | 13F | Advantage Trust Co | 5,430 | 469 | ||||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 4,525 | 384 | ||||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 125 | 0.00 | 11 | 25.00 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 16,311 | 8.34 | 1,409 | 30.37 | ||||
| 2025-07-18 | 13F | Bourgeon Capital Management Llc | 2,804 | 0.00 | 242 | 20.40 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 135,498 | -6.72 | 12 | 10.00 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 23,150 | 3.94 | 1,999 | 25.02 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 9,069 | 3.27 | 783 | 19.72 | ||||
| 2025-08-14 | 13F | UBS Group AG | 15,538 | 6.45 | 1,342 | 28.18 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 10,524 | -15.83 | 909 | 1.23 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 12,389 | 0.86 | 1,070 | 21.45 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4,004 | -2.44 | 346 | 17.35 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 13,091 | 10.97 | 1,131 | 33.57 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 9,510 | -8.17 | 821 | 10.50 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 3,535 | 5.37 | 305 | 27.08 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 970 | 6.95 | 84 | 27.69 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 23,047 | 47.73 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 46,680 | -2.59 | 4 | 33.33 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 700 | 0.00 | 60 | 20.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 258,694 | 6.67 | 22,343 | 28.32 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 2,323 | 201 | ||||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 7,395 | 76.28 | 639 | 111.96 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 5,456 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 7,134 | 2.87 | 616 | 23.94 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1,080 | 0.00 | 93 | 20.78 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 425 | 31 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 400 | 0.00 | 35 | 21.43 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 37,804 | -10.79 | 3,265 | 7.33 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 9,648 | -3.05 | 833 | 16.67 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 5,800 | 2.73 | 501 | 23.46 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | Hoey Investments, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 168 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 10,290 | -22.96 | 889 | 303.64 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4,863 | 19.69 | 420 | 44.33 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 309,474 | -2.52 | 26,729 | 17.27 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 230,265 | 20 | ||||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 100 | 0.00 | 9 | 14.29 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 3,145 | 0.00 | 272 | 20.44 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 2,322 | -29.68 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 | -98.28 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 42,605 | 4.20 | 3,680 | 25.35 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 8,248 | -1.20 | 712 | 18.86 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 5,235 | 0.00 | 452 | 20.53 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 8,982 | 776 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 4,699 | 0.00 | 406 | 20.18 | ||||
| 2025-05-13 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Smartleaf Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Grassi Investment Management | 6,085 | 2.10 | 1 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 90 | -10.89 | 8 | 0.00 | ||||
| 2025-08-12 | 13F | Mustico Financial Group, Inc. | 3,108 | 262 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 949 | 0.00 | 82 | 19.12 | ||||
| 2025-08-05 | 13F | Wellington Shields & Co., LLC | 1,550 | 0.00 | 134 | 19.82 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 4,299 | 0.05 | 371 | 20.45 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12,435 | 2.47 | 1,074 | 23.31 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 7,011 | -8.63 | 606 | 10.00 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 22,985 | -1.01 | 1,985 | 19.08 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 3,485 | -17.94 | 301 | -1.32 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 380 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 3,715 | -14.79 | 321 | 2.24 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 600 | 0.00 | 52 | 18.60 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 4,080 | -0.41 | 352 | 19.73 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 8,047 | -10.56 | 695 | 7.75 | ||||
| 2025-08-12 | 13F | RPG Investment Advisory, LLC | 3,070 | -50.11 | 265 | -39.91 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 14,800 | 25.42 | 1,278 | 50.89 | |||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10,485 | -1.36 | 906 | 14.41 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 76,335 | -0.20 | 6,593 | 20.07 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 22 | 2 | ||||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 2,921 | -3.34 | 252 | 16.67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 236,682 | 13.06 | 20,442 | 36.00 | ||||
| 2025-05-06 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Dagco, Inc. | 150 | 0.00 | 13 | 20.00 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 4,543 | 392 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 53,267 | 4.64 | 4,600 | 25.85 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 13,899 | 37.64 | 1,200 | 65.52 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 14,464 | -2.57 | 1,249 | 17.28 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 59,513 | -0.34 | 5,140 | 19.90 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 2,366 | 204 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 4 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 3,340 | 13.61 | 288 | 36.49 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 36,793 | -12.91 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 7,825 | -11.46 | 676 | 6.47 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 7,787 | -1.13 | 673 | 18.94 | ||||
| 2025-05-15 | 13F | Nova Wealth Management, Inc. | 127 | 0.00 | 9 | 0.00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 18,951 | 38.41 | 1,637 | 66.43 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,850 | 744.75 | 160 | 960.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 203,440 | 5.71 | 17,571 | 27.17 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5,333 | 0.00 | 461 | 20.42 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 205 | 0.00 | 18 | 21.43 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 8,656 | 18.58 | 748 | 42.56 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,007 | 0.00 | 87 | 19.44 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2,771 | 239 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 9,527 | -2.07 | 823 | 17.77 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 3,650 | 0.00 | 315 | 20.23 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 3,380 | -1.17 | 292 | 18.78 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 4,888 | 0.00 | 422 | 20.57 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 2,695 | 233 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 6,972 | 7.73 | 602 | 29.74 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 150 | 0.00 | 13 | 20.00 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 100 | 8 | ||||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 41,244 | 31.72 | 3,562 | 58.45 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 27,900 | 1.23 | 2,410 | 21.79 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3,160 | -0.63 | 273 | 19.30 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,102 | 0.00 | 95 | 20.25 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 3,683 | 0.00 | 318 | 20.45 | ||||
| 2025-07-18 | 13F | Hudson Value Partners, LLC | 3,800 | 0.00 | 328 | 20.59 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 128 | 0.00 | 11 | 22.22 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 2,423 | 209 | ||||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 67 | 0.00 | 58 | 1,325.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 44,522 | 9.55 | 3,845 | 31.81 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-04 | 13F | Spire Wealth Management | 5,509 | 50.93 | 476 | 81.30 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2,439 | 0.00 | 211 | 20.00 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 1,710 | -50.58 | 147 | -41.13 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 45,898 | 0.14 | 3,964 | 20.49 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 2,400 | 207 | ||||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 50 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 4,850 | 0.00 | 419 | 20.11 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 50 | 0.00 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 25,001 | 21.93 | 2,158 | 46.44 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 382 | 33 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 185 | 117.65 | 16 | 150.00 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 47,328 | -0.25 | 4,088 | 19.99 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 437 | 63 | ||||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 8,366 | 0.00 | 723 | 19.34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 87,216 | 8.55 | 7,533 | 30.56 | ||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 25,612 | -3.92 | 2,212 | 15.57 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1,590 | 0.00 | 137 | 20.18 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 38,589 | 10.08 | 3,333 | 32.38 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 10,903 | 10.18 | 942 | 32.54 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 150 | 0.00 | 13 | 20.00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 44,768 | 119.48 | 3,800 | 159.56 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 4,000 | 0.00 | 345 | 20.21 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 2,766 | 239 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 16,000 | 1,382 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 18,447 | 4.82 | 1,593 | 26.13 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 205 | -24.63 | 18 | -10.53 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 3,880 | -0.69 | 335 | 19.64 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 5,681 | 0.00 | 484 | 17.76 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 4,838 | 0.00 | 418 | 20.17 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 1,896 | 0.00 | 164 | 19.85 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 43,402 | 3.68 | 3,749 | 24.73 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 4,110 | -1.20 | 295 | -4.53 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 15,119 | 0.00 | 1,306 | 20.28 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 300 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Avalon Trust Co | 1,175 | 0.00 | 101 | 20.24 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 7,318 | -49.81 | 632 | -39.58 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1,010 | -5.16 | 87 | 14.47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,540 | -54.92 | 219 | -45.79 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 10,788 | 30.51 | 932 | 57.00 | ||||
| 2025-07-31 | 13F | City State Bank | 160 | 0.00 | 14 | 18.18 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 8,242 | 2.54 | 712 | 23.22 | ||||
| 2025-05-09 | 13F | Capital Performance Advisors Llp | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 702 | -69.65 | 61 | -63.86 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 250 | 0.00 | 20 | 5.26 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 5,779 | 0.00 | 499 | 20.53 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 53 | 0.00 | 5 | 33.33 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 7,605 | 0.00 | 657 | 20.15 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 16,255 | 6.08 | 1,404 | 27.43 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1,256 | 0.00 | 108 | 20.00 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 12 | 1 | ||||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 2,838 | -0.04 | 245 | 20.69 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 150 | 13 | ||||||
| 2025-08-11 | 13F | Bedell Frazier Investment Counseling, LLC | 11,607 | -2.46 | 1,002 | 17.33 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 4,188 | 0.00 | 362 | 20.33 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 108,397 | -8.43 | 9,362 | 10.15 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 2,479 | 214 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 3,050 | 263 | ||||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 3,320 | 0.00 | 282 | 18.07 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 4,035 | -1.25 | 349 | 18.77 | ||||
| 2025-04-28 | 13F | Mutual Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Glassman Wealth Services | 856 | 0.00 | 74 | 19.67 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 186 | 27.40 | 16 | 60.00 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 3,295 | -0.75 | 285 | 19.33 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 190 | 16 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 310,430 | 8.73 | 26,812 | 30.79 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 236 | 0.00 | 20 | 25.00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 3,500 | 302 | ||||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 1,500 | 0.00 | 128 | 18.69 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 4,256 | 2,617 | ||||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 3,787 | -4.08 | 327 | 15.55 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6,475 | -3.72 | 559 | 15.98 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 5,030 | 66.12 | 434 | 100.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10,151 | -7.27 | 877 | 23.38 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 2,938 | 0.34 | 254 | 20.48 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 13,075 | 0.46 | 1,129 | 20.88 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 202,660 | -4.29 | 17,504 | 15.14 | ||||
| 2025-03-18 | 13F | Thoma Capital Management LLC | 77,100 | 5,743 | ||||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Busey Wealth Management | 2,412 | 208 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 142,841 | 24.53 | 12,337 | 49.81 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 100 | 0.00 | 9 | 14.29 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 7,236 | 0.00 | 614 | 18.30 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7,375 | 6.22 | 637 | 27.91 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 200 | 0.00 | 17 | 21.43 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 3,345 | 0.00 | 289 | 20.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 27,600 | 93.67 | 2,384 | 132.94 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 50 | 0.00 | 4 | 33.33 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 80 | 7 | ||||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 11,233 | 0.00 | 970 | 20.35 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 900 | 0.00 | 78 | 20.31 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 9,908 | 53.26 | 856 | 84.27 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4,728 | -84.46 | 410 | -81.28 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2,080 | 180 | ||||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Hilltop National Bank | 200 | 0.00 | 17 | 21.43 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 1,073 | 0.00 | 93 | 19.48 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 6,927 | -14.35 | 598 | 3.10 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 33,177 | -5.30 | 2,865 | 13.92 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2,811 | -40.41 | 243 | -28.40 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 9,555 | -0.68 | 812 | 16.83 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3,050 | -2.40 | 263 | 17.41 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 888 | 0.00 | 77 | 20.63 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 792 | 28.36 | 68 | 54.55 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1,301 | 0.00 | 112 | 20.43 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 15,204 | 1.33 | 1,313 | 21.91 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4,400 | 0.00 | 380 | 20.63 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 7,110 | 0.00 | 614 | 20.39 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 39,916 | 9.20 | 3,448 | 31.36 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3,819 | 17.44 | 330 | 41.20 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 11,796 | 1,019 | ||||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 300 | -76.10 | 26 | -72.22 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 300 | 0.00 | 26 | 19.05 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 7,318 | -14.50 | 632 | 2.93 | ||||
| 2025-08-04 | 13F | ELCO Management Co., LLC | 3,575 | 0.00 | 309 | 20.31 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 20,158 | 1,711 | ||||||
| 2025-08-13 | 13F/A | DLD Asset Management, LP | 30,000 | 2,280 | ||||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 5,854 | 9.65 | 506 | 31.85 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 13,375 | 0.00 | 1,150 | 19.54 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 5,583 | 18.61 | 0 | |||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 3,500 | 0.00 | 302 | 20.32 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 9,700 | -51.01 | 838 | -41.10 | |||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4,552 | -78.16 | 393 | -73.73 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 2,573 | 222 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 900 | 78 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 6,000 | 518 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 8,300 | -37.12 | 717 | -24.39 | |||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 1,095 | 0.00 | 95 | 20.51 | ||||
| 2025-08-06 | 13F | Florin Court Capital LLP | 24,000 | 55.83 | 2,073 | 87.51 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3,788 | -56.81 | 316 | -51.91 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 7,330 | 0.85 | 633 | 21.50 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 4,429 | -0.02 | 383 | 20.13 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 850 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 17,386 | 13.04 | 1,502 | 35.96 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4,514 | 11.07 | 390 | 33.68 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 77,647 | -81.73 | 6,707 | -78.03 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 16,601 | -75.38 | 1,453 | -70.01 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 2,525 | 218 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 11,715 | -2.10 | 1,012 | 17.69 | ||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 46,826 | 1.06 | 4,044 | 21.59 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 28,329 | 5.20 | 2,447 | 26.54 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 83 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Sather Financial Group Inc | 5,590 | 0.00 | 483 | 20.20 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 330 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 115,728 | 4.22 | 9,995 | 25.38 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10,761 | 24.79 | 917 | 46.79 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 29,511 | 3.79 | 2,549 | 24.84 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 41,126 | -7.62 | 3,552 | 11.14 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,492 | -24.34 | 129 | -9.22 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 6,150 | -17.19 | 531 | -0.38 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 100 | 0.00 | 9 | 14.29 | ||||
| 2025-08-14 | 13F | Alamea Verwaltungs GmbH | 12,962 | 0.00 | 1,120 | 20.32 | ||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 4,900 | 25.64 | 352 | 21.03 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 161,188 | -0.07 | 13,922 | 20.21 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 17,510 | 1.90 | 1,513 | 22.63 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 2,822 | 244 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 721,567 | 26.41 | 62,322 | 52.06 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 18,356 | 2.23 | 1,585 | 22.96 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 4,421 | 42.38 | 382 | 71.62 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 26,491 | 24.62 | 2,288 | 49.93 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 9,409 | -3.65 | 813 | 15.83 | ||||
| 2025-08-14 | 13F | Nan Shan Life Insurance Co., Ltd. | 219,327 | 18,943 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 2,654 | 229 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 4,133 | 0.00 | 357 | 20.27 | ||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 2,568 | 222 | ||||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 125 | 0.00 | 9 | -11.11 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4,264 | -17.65 | 368 | 1.38 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 1,500 | 130 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6,521 | -4.54 | 563 | 14.90 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 4,545 | -4.24 | 393 | 15.29 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 7,434 | 36.05 | 1 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 13,274 | 231.85 | 1,146 | 296.54 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 2,531 | 219 | ||||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 11,982 | -0.08 | 1,035 | 20.09 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 8,671 | 0.00 | 1 | |||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 6,208 | 0.00 | 536 | 20.45 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 4,915 | 41.72 | 425 | 64.34 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 7,673 | -8.45 | 663 | 10.15 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 28,221 | -0.11 | 2,437 | 20.17 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 300 | 0.00 | 26 | 19.05 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 37 | 3 | ||||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 20,120 | 0.00 | 1,738 | 20.29 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 300 | 26 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 165,611 | -3.81 | 14,308 | 15.71 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,865 | 0.00 | 334 | 20.22 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 90,848 | 28.00 | 8 | 40.00 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 4,360 | 0.00 | 377 | 20.13 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 5,519 | 26.70 | 477 | 52.56 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 32,265 | -5.64 | 2,787 | 13.48 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 6 | |||||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 11,132 | 0.00 | 962 | 20.28 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 2,358 | 6.12 | 204 | 27.67 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 45 | -23.73 | 3 | -25.00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 300 | 0.00 | 26 | 19.05 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 11,283 | -48.24 | 974 | -37.76 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4,904 | -6.79 | 424 | 12.20 | ||||
| 2025-08-06 | 13F | Helios Capital Management Pte. Ltd | 67,000 | 5,787 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 264 | 0.00 | 19 | -5.26 | ||||
| 2025-04-11 | 13F | Cranbrook Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 26,343 | -3.83 | 2,275 | 15.72 | ||||
| 2025-08-18 | 13F | Ashford Capital Management Inc | 26,350 | 63.13 | 2,276 | 96.29 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 41 | 0.00 | 4 | 50.00 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 15,538 | 1.38 | 1,342 | 21.91 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2,270 | -10.63 | 196 | 7.69 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 260 | 0.00 | 22 | 22.22 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 20 | 0.00 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 301 | 0.00 | 26 | 19.05 | ||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 50,978 | -1.92 | 4,403 | 17.98 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 2,275 | 196 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 313,019 | -1.80 | 27,142 | 18.60 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 3,835 | 0.00 | 331 | 20.36 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 11,252 | 0.00 | 972 | 20.32 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 264 | 23 | ||||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 2,850 | 0.00 | 246 | 20.59 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 100 | 9 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 790 | -2.83 | 68 | 17.24 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 3,130 | 0.00 | 270 | 20.54 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 2,675 | 231 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 200 | 0.00 | 17 | 21.43 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 9,472 | 818 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3,554 | 0.00 | 307 | 20.00 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 2,534 | 0 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 24 | 4.35 | 2 | 100.00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 84,647 | -0.46 | 7,311 | 19.75 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21,032 | -31.52 | 1,817 | -17.64 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 23,400 | -26.42 | 2,021 | -11.48 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 11,000 | -31.25 | 950 | -17.25 | |||
| 2025-08-12 | 13F | MAI Capital Management | 35,808 | -10.48 | 3,093 | 7.66 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 7,218 | 0.00 | 623 | 20.27 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 317 | 27 | ||||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 791 | 0.00 | 68 | 21.43 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 4,485 | 0.00 | 387 | 20.19 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 748 | 0.00 | 65 | 20.75 | ||||
| 2025-08-05 | 13F | SS&H Financial Advisors, Inc. | 6,100 | -14.08 | 527 | |||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 8,326 | 8.79 | 719 | 30.97 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 7,990 | -69.95 | 690 | -63.86 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 12,231 | -0.84 | 1,056 | 19.32 | ||||
| 2025-07-11 | 13F | Elk River Wealth Management, LLC | 3,500 | 0.00 | 302 | 20.32 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8,899 | 1 | ||||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 10 | 0.00 | 1 | |||||
| 2025-07-21 | 13F | TFG Advisers LLC | 3,419 | -1.07 | 295 | 18.95 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 3,200 | 0.00 | 276 | 20.52 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 121 | 10 | ||||||
| 2025-07-18 | 13F | Viewpoint Investment Partners Corp | 11,296 | 39.20 | 976 | 67.53 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 47,328 | 4,088 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 3,136 | -15.95 | 271 | 1.12 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 35,605 | 49.39 | 3,075 | 79.72 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 3,586 | -11.57 | 310 | 2.32 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 627 | 0.00 | 54 | 20.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 882 | 127.32 | 76 | 181.48 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 3,200 | 29.08 | 276 | 55.93 | ||||
| 2025-06-16 | 13F | Peterson Wealth Management | 8,453 | 0.90 | 607 | -2.88 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 38,867 | 8,537.11 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 11,406 | 3.29 | 954 | 17.78 | ||||
| 2025-08-14 | 13F | Fmr Llc | 17,673 | 5.14 | 1,526 | 26.53 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 65,065 | 2.21 | 6 | 25.00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 4,995 | 0.00 | 431 | 20.39 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13,382 | 34.87 | 1,156 | 62.22 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 208 | 0 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 11,017 | -11.59 | 952 | 6.38 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 4,477 | 2.87 | 387 | 23.72 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 3,036 | 0.00 | 262 | 20.18 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 303 | 26 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 987 | 0.00 | 85 | 19.72 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 48,776 | 0.62 | 4,213 | 21.03 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1,141 | 9.61 | 99 | 32.43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 86,140 | -9.32 | 7 | 16.67 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 141 | 0.00 | 12 | 20.00 |
Other Listings
| MX:HACKUS |
