Statistik Asas
| Pemilik Institusi | 293 total, 291 long only, 0 short only, 2 long/short - change of -13.27% MRQ |
| Purata Peruntukan Portfolio | 0.1114 % - change of -14.73% MRQ |
| Saham Institusi (Panjang) | 25,415,414 (ex 13D/G) - change of 0.91MM shares 3.71% MRQ |
| Nilai Institusi (Panjang) | $ 954,580 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
iShares Trust - iShares Global Energy ETF (US:IXC) telah 293 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 25,415,414 saham. Pemegang saham terbesar termasuk Fisher Asset Management, LLC, Bank Of America Corp /de/, Colony Group, LLC, Morgan Stanley, Evergreen Capital Management Llc, UBS Group AG, Verger Capital Management LLC, LPL Financial LLC, Commonwealth Equity Services, Llc, and Versant Capital Management, Inc .
iShares Trust - iShares Global Energy ETF (ARCA:IXC) 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 40.66 / share. Previously, on September 6, 2024, the share price was 39.63 / share. This represents an increase of 2.60% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Allworth Financial LP | 484 | 30.46 | 19 | 35.71 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 12,192 | 0.13 | 479 | -6.45 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 825,170 | 9.80 | 32,421 | 2.54 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 15,241 | 17.23 | 599 | 9.52 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 163 | 11.64 | 6 | 0.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 10 | -98.35 | 0 | -100.00 | ||||
| 2025-04-11 | 13F | Ehrlich Financial Group | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-06 | 13F | One Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 397,461 | 130.11 | 16 | 114.29 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 10,072 | -3.64 | 396 | -0.75 | ||||
| 2025-05-09 | 13F | Liberty Wealth Management Llc | 12,152 | 17.92 | 130 | -67.18 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | First Manhattan Co | 6,007 | 236 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | Unique Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 489 | 0.00 | 19 | -5.00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 23,024 | -16.02 | 905 | -21.60 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 44,268 | 2.56 | 1,777 | -2.09 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 134,381 | -16.56 | 5,280 | -22.08 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 77 | 2.67 | 3 | 0.00 | ||||
| 2025-04-18 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 444 | -50.17 | 17 | -54.05 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 5,885 | -29.82 | 231 | -34.37 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 215 | 8 | ||||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 404 | 17 | ||||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 1 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1,184 | 47 | ||||||
| 2025-04-11 | 13F | Principia Wealth Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 11,439 | -6.42 | 449 | -12.65 | ||||
| 2025-07-22 | 13F | Partners Wealth Management, Llc | 11,227 | 0.00 | 474 | 0.42 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 11,275 | -38.47 | 443 | -42.60 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 6,151 | 0.00 | 243 | -5.81 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8,122 | -12.09 | 0 | |||||
| 2025-05-07 | 13F | New Republic Capital, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 73 | 0.00 | 3 | -33.33 | ||||
| 2025-04-23 | 13F | Oppenheimer & Co Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 65,831 | 184.42 | 2,585 | 165.84 | ||||
| 2025-05-06 | 13F | Madison Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,761 | 32.93 | 108 | 24.14 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 22,091 | 25.64 | 868 | 17.32 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 636 | -17.62 | 25 | -25.00 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 294,640 | 1.72 | 11,576 | -5.01 | ||||
| 2025-05-01 | 13F | LRI Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | ICICI Prudential Asset Management Co Ltd | 15,750 | 0.00 | 619 | -6.65 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 1,447 | -3.08 | 57 | -9.68 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 437 | 0.00 | 17 | -5.56 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 17,929 | 19.16 | 704 | 11.39 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 6,302 | 0.00 | 248 | -6.79 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 9,865 | -9.23 | 388 | -15.32 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Trexquant Investment LP | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 4,327 | 0.00 | 170 | -6.59 | ||||
| 2025-08-06 | 13F | Climber Capital SA | 21,498 | 9.53 | 838 | 33.87 | ||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 8,988 | 0.00 | 343 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,253,231 | -2.25 | 49,239 | -8.71 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 7,809 | 0 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10,635 | 22.10 | 418 | 13.93 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 13,534 | 1.06 | 532 | -5.68 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 389 | 0.00 | 15 | 7.14 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 7,093 | -14.36 | 288 | -7.12 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 3 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 28,549 | -49.25 | 1,122 | -52.62 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 178 | 0.00 | 7 | 16.67 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Founders Capital Management | 132 | 0.00 | 5 | 0.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 55,612 | -50.35 | 2 | -50.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5,417 | -21.28 | 213 | -26.64 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4,867 | -10.43 | 191 | -16.23 | ||||
| 2025-05-06 | 13F | ShoreHaven Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 2,389 | -26.17 | 94 | -31.62 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 429 | 0.00 | 17 | -11.11 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 5,576 | -27.82 | 219 | -32.41 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,888 | -1.46 | 74 | -7.50 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 152,700 | -47.83 | 5,999 | -51.28 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 12,445 | -15.92 | 489 | -21.54 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 27,844 | -21.99 | 1 | 0.00 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 15,285 | 12.10 | 1 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 5,351 | 0.00 | 210 | -6.67 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 42 | -97.69 | 2 | -98.68 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 253,826 | 20.57 | 9,973 | 12.60 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 400,230 | 21.62 | 15,725 | 13.59 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 6,876 | -11.59 | 270 | -17.43 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 37,500 | 1,473 | |||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 13,449 | 92.73 | 528 | 80.20 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 51,207 | 30.80 | 2,012 | 22.10 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 30,400 | -17.91 | 1,194 | -23.31 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 7,112 | 1.93 | 279 | -4.78 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 49,681 | -5.76 | 1,952 | -12.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 12,719 | -27.23 | 500 | -32.11 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 661 | 0.00 | 26 | -7.41 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 34,374 | -19.38 | 1,351 | -24.71 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 6,779 | 0.00 | 266 | -6.67 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 251,930 | -2.91 | 9,898 | -9.33 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 30,069 | -5.27 | 1,181 | -11.54 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 896 | -42.64 | 35 | -46.15 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 19,727 | 0.35 | 775 | -6.17 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 21,220 | -1.60 | 849 | -6.50 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 11,979 | -50.17 | 471 | -53.51 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 8,372 | 0.00 | 329 | -6.82 | ||||
| 2025-05-16 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 31 | 0.00 | 1 | 0.00 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 306,833 | 18.93 | 12 | 20.00 | ||||
| 2025-05-15 | 13F | Mcmorgan & Co Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,000 | 0.00 | 39 | -7.14 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 10,006 | -55.63 | 393 | -58.54 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 58,683 | 22.99 | 2,306 | 14.85 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 8,045 | -77.02 | 316 | -78.53 | ||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Diversified Trust Co | 5,947 | 0.00 | 234 | -6.80 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 14,459 | 0.00 | 568 | -6.58 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 8,172 | 23.59 | 0 | |||||
| 2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 9,299 | -0.59 | 365 | -7.12 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 607 | -16.62 | 24 | -23.33 | ||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 49 | -51.00 | 2 | -75.00 | ||||
| 2025-04-16 | 13F | Hoey Investments, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 15 | -21.05 | 1 | |||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 19,454 | 3.25 | 764 | -3.54 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 13,799 | 0.00 | 542 | -6.55 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,758 | 2,153.85 | 69 | 2,200.00 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 241 | 0.00 | 9 | -10.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 110,300 | 3.71 | 4,334 | -3.15 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 155,993 | 65.63 | 6,129 | 54.67 | ||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 92,899 | 2.99 | 3,650 | -3.82 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 37,600 | 1,477 | |||||
| 2025-04-08 | 13F | Retirement Wealth Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3,455 | 136 | ||||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 8,838 | 0.00 | 347 | -6.47 | ||||
| 2025-08-11 | 13F | Eq Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Bank of New Hampshire | 600 | 0.00 | 24 | -8.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5,122 | -28.13 | 201 | -32.78 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | MBA Advisors LLC | 5,732 | 0.00 | 225 | -6.64 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 17 | 1 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 6,089 | -14.64 | 245 | -9.26 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 627 | 0.00 | 25 | -7.69 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 13 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 16,822 | -20.33 | 1 | |||||
| 2025-08-08 | 13F | Creative Planning | 46,611 | -5.62 | 1,831 | -11.84 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 6,568 | -11.34 | 258 | -17.04 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 40,865 | 5.18 | 1,614 | -1.71 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 46 | 0.00 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 11,822 | -32.35 | 464 | -36.87 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 12 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 609 | 1.84 | 24 | -8.00 | ||||
| 2025-05-21 | 13F | Indiana Trust & Investment Management CO | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8,446 | -32.44 | 332 | -36.95 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 276,501 | -2.13 | 10,864 | -8.60 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9,370 | -23.39 | 368 | -28.40 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 52,300 | 0.00 | 2 | 0.00 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 182 | 2.25 | 7 | 0.00 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Clear Street Markets Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 10,419 | 0.29 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 49,556 | -10.24 | 2 | -50.00 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1,309 | 0.00 | 51 | -7.27 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | James Investment Research Inc | 28,488 | -0.24 | 1,119 | -6.83 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 162 | 0.00 | 6 | 0.00 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 193 | 0.00 | 8 | -12.50 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 2,452 | 0.00 | 96 | -6.80 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 7,603 | -24.66 | 299 | -23.39 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1,184 | 0.00 | 50 | 8.89 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 7,469 | -34.87 | 293 | -39.21 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 133,283 | 17.90 | 5,237 | 10.12 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 34,979 | 2.52 | 1,374 | -4.25 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 29 | -79.86 | 1 | -83.33 | ||||
| 2025-04-22 | 13F | Country Trust Bank | 141 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 6,381 | 251 | ||||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | National Bank Of Canada /fi/ | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 158 | -6.55 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 16,552 | 52.20 | 650 | 42.23 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 532 | 1.72 | 21 | -4.76 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 356 | -34.20 | 14 | -36.36 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 1,000 | 12.99 | 39 | -7.14 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 7 | 0.00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3,004 | 92.56 | 118 | 81.54 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 143,153 | 4.43 | 5,624 | -2.48 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 234 | -1.68 | 9 | -10.00 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 13,497 | 0.00 | 514 | -7.22 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 108,873 | -2.44 | 4,278 | -8.88 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 35,150 | -1.15 | 1,381 | -7.63 | ||||
| 2025-05-15 | 13F | Insight Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 112,344 | -3.74 | 4,414 | -10.10 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4,051 | 1,120.18 | 159 | 1,123.08 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 91,066 | -0.14 | 3,578 | -6.75 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 5,130 | 2.72 | 202 | -4.29 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 36,482 | -3.56 | 1,433 | -9.93 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 6,006 | -4.58 | 236 | -10.98 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 1,036 | 0.00 | 41 | -6.98 | ||||
| 2025-04-30 | 13F | M&t Bank Corp | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 20,420 | 6.66 | 802 | -0.37 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 4,961 | 1.22 | 195 | -5.83 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 115 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1,330 | 0.00 | 52 | -5.45 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 5,100 | 0.00 | 200 | -6.54 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 521,687 | 13.91 | 20,497 | 6.39 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 1,432 | 1.70 | 56 | -5.08 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,627 | -0.61 | 64 | -7.35 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 26,576 | -1.09 | 1,044 | -7.61 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 281,064 | 0.18 | 11,043 | -6.43 | ||||
| 2025-05-07 | 13F | Sunpointe, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Prudential Plc | 78,800 | 25.88 | 3,096 | 17.58 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 565 | 0.00 | 22 | -4.35 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 596,807 | -1.86 | 23,449 | -8.34 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 6,763 | -31.72 | 266 | -36.30 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 8,500 | 334 | ||||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 14,560 | 0.69 | 572 | -5.92 | ||||
| 2025-05-05 | 13F | Gries Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 100 | -58.51 | 4 | -70.00 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18,500 | 13.87 | 727 | 6.30 | ||||
| 2025-07-21 | 13F | Credential Securities Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-07 | 13F | Security Financial Services, INC. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 298,170 | -4.46 | 11,715 | -10.77 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 101,803 | 11.26 | 4,004 | 3.89 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 111,730 | -1.34 | 4,390 | -7.87 | ||||
| 2025-08-06 | 13F | Van Cleef Asset Management,Inc | 288,461 | -0.81 | 11,334 | -7.36 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | MA Private Wealth | 13,328 | -90.24 | 524 | -90.90 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 300 | 0.00 | 12 | 0.00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 38,000 | 1.11 | 1,493 | -5.15 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7,919 | 4.90 | 311 | -1.89 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 16 | 0.00 | 1 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 54,222 | -10.11 | 2,130 | -16.04 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 53 | 0.00 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 25,833 | 140.84 | 1,015 | 124.83 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 8,000 | -1.23 | 314 | -7.65 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 5,508 | -10.58 | 216 | -16.60 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 990 | 0.00 | 39 | -7.32 | ||||
| 2025-04-28 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 304 | 0.00 | 12 | -8.33 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Kilter Group LLC | 1,899 | 75 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 20,164 | -2.02 | 792 | -8.44 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 109,623 | 6.38 | 4,307 | -0.65 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 2,047 | 0.00 | 80 | -6.98 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 58 | 0.00 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 14,161 | 0.00 | 556 | -6.55 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 5,607 | -25.45 | 228 | -28.16 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 32,369 | -15.79 | 1,272 | -21.40 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3,323 | -16.11 | 131 | -5.11 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 404 | 0.00 | 16 | -6.25 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 158,813 | 544.25 | 6,240 | 501.64 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3,398 | -28.25 | 134 | -26.11 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 17,299 | -14.41 | 680 | -20.12 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 7,774 | 12.16 | 305 | 4.81 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 32,169 | -0.50 | 1,264 | -7.13 | ||||
| 2025-04-10 | 13F | Cypress Wealth Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,034 | 74.07 | 41 | 66.67 | ||||
| 2025-05-15 | 13F | One Wealth Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 244 | 10 | ||||||
| 2025-04-30 | 13F | Horst & Graben Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 13,602 | 1.86 | 534 | -5.32 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 7,109 | -10.22 | 279 | -16.22 | ||||
| 2025-07-24 | 13F | Verger Capital Management LLC | 458,429 | 8.23 | 18,012 | 1.08 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 33,864 | -3.13 | 1 | 0.00 | ||||
| 2025-04-15 | 13F | Collier Financial | 940 | -97.75 | 40 | -97.55 | ||||
| 2025-04-24 | 13F | Tsfg, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,356 | 0.00 | 53 | -7.02 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 855,352 | -3.61 | 33,607 | -9.98 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 9,407 | 37.31 | 370 | 28.13 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 12,533,974 | 14.89 | 492,460 | 7.30 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 23 | 0.00 | 1 | |||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 21 | 0.00 | 1 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,222 | 1.50 | 48 | -4.00 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 10,000 | 0.00 | 393 | -6.67 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 152 | 0.00 | 6 | 0.00 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 638 | 0.00 | 25 | -3.85 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,440 | -55.15 | 96 | -54.76 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 33,619 | -27.55 | 1,321 | -32.38 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 53,286 | -60.69 | 2,094 | -63.29 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 5,033 | -30.39 | 198 | -35.20 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 6,296 | 18.06 | 0 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 5,658 | 229 | ||||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 617 | 0.00 | 24 | -4.00 | ||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 8,343 | 1.71 | 328 | -5.22 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 144 | 0.00 | 0 | |||||
| 2025-05-13 | 13F | Schroder Investment Management Group | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 2,500 | 0.00 | 98 | -6.67 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 3,967 | -15.36 | 156 | -21.32 | ||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 5,600 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 58,788 | -46.18 | 2,310 | -49.75 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 250 | 0.00 | 10 | -10.00 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 4,662 | 7.82 | 183 | 1.10 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 3,831 | 151 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 1,150 | 0.00 | 45 | -6.25 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 5,320 | 0.40 | 209 | -5.86 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 6,305 | 248 | ||||||
| 2025-08-08 | 13F | Family Firm, Inc. | 117,971 | 0.87 | 4,635 | -5.79 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13,988 | 10.94 | 550 | 3.58 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 425 | -23.15 | 17 | -30.43 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 327 | 0.93 | 13 | -7.69 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 31 | 0.00 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 50,165 | 9.15 | 1,977 | 3.02 | ||||
| 2025-04-25 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | KM Capital Management Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 1,430 | 0 | ||||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 6,218 | -1.00 | 244 | -7.58 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,752 | 30,477.78 | 105 | |||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 5,900 | 0.00 | 232 | -6.85 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Quotient Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 0 | 0 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4,469 | 1.15 | 176 | -5.41 | ||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 4,992 | 201 | ||||||
| 2025-04-17 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,212 | -46.78 | 87 | -50.57 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1,239 | 0.08 | 49 | -7.69 | ||||
| 2025-04-14 | 13F | Buttonwood Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 16,102 | 0.00 | 633 | -6.65 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 14,337 | -4.86 | 563 | -11.06 | ||||
| 2025-04-25 | 13F | Wall Street Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 21,284 | 0.07 | 836 | -6.49 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 1 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1,168 | 0.00 | 46 | -8.16 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 248 | 0.00 | 10 | -10.00 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 356,343 | 1.76 | 14,001 | -4.96 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,704 | 0.00 | 67 | -7.04 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 53 | 0.00 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1,206 | 1.69 | 47 | -4.08 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 350 | 14 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5,100 | -13.40 | 200 | -19.03 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 30,000 | 50.00 | 1,179 | 40.07 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 11,775 | -0.08 | 463 | -6.67 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 6,960 | -0.49 | 273 | -7.14 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 12,066 | 13.63 | 474 | 6.28 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 40,311 | 0.69 | 1,584 | -6.00 | ||||
| 2025-05-05 | 13F | West Wealth Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4,011 | -10.43 | 158 | -7.65 | ||||
| 2025-05-09 | 13F | Kickstand Ventures, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 5,800 | -83.14 | 228 | -84.31 | |||
| 2025-08-12 | 13F | Sierra Summit Advisors Llc | 64,762 | 2.35 | 2,544 | -4.40 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 48,309 | 116.83 | 1,898 | 102.56 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 24,736 | 0.06 | 972 | -6.63 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 12,995 | -13.12 | 511 | -18.92 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 106 | 5,200.00 | 4 | |||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 1 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 4,535 | 0.00 | 178 | -6.32 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1,618 | 0.94 | 64 | -5.97 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8,381 | -5.21 | 329 | -11.32 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 513 | 0.00 | 20 | -4.76 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 744 | 1.64 | 29 | -3.33 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 53,038 | -87.89 | 2,084 | -88.69 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 96,384 | -31.86 | 3,787 | -36.37 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 6 | -97.81 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 17,808 | -21.06 | 700 | -26.34 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 126,006 | 1.17 | 4,951 | -5.52 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 11,656 | -60.63 | 458 | -63.29 | ||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 107,474 | 0.00 | 4 | 0.00 |
