Statistik Asas
| Pemilik Institusi | 825 total, 822 long only, 0 short only, 3 long/short - change of 2.74% MRQ |
| Purata Peruntukan Portfolio | 0.6155 % - change of -1.16% MRQ |
| Saham Institusi (Panjang) | 177,190,422 (ex 13D/G) - change of 17.44MM shares 10.91% MRQ |
| Nilai Institusi (Panjang) | $ 9,201,621 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF (US:JEPQ) telah 825 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 177,190,422 saham. Pemegang saham terbesar termasuk Jpmorgan Chase & Co, Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, JNBAX - JPMorgan Income Builder Fund Class A, Wells Fargo & Company/mn, Raymond James Financial Inc, Royal Bank Of Canada, UBS Group AG, and Ameriprise Financial Inc .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF (NasdaqGM:JEPQ) 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 55.77 / share. Previously, on September 6, 2024, the share price was 51.36 / share. This represents an increase of 8.59% 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.
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Load All| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 52 | 1.96 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3,804 | 207 | ||||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-04 | 13F | Capital Market Strategies LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 14,416 | -9.87 | 784 | -5.31 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 29,163,134 | 31.75 | 1,586,475 | 38.41 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 19,178 | 27.74 | 1,043 | 34.23 | ||||
| 2025-05-07 | 13F | Nvwm, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 4,842 | 263 | ||||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 58,001 | -3.28 | 3,155 | 1.64 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 12,039 | 2,307.80 | 655 | 2,516.00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 402 | 21 | ||||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 10,410 | 566 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 82,028 | 14.44 | 4,462 | 20.24 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 52,613 | -10.06 | 2,862 | -5.48 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 6,631 | 44.59 | 370 | 57.02 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 444 | 36.20 | 24 | 50.00 | ||||
| 2025-08-05 | 13F | Wellington Shields & Co., LLC | 1,000 | 0.00 | 54 | 5.88 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 104,442 | 1.32 | 5,686 | 6.44 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 5,000 | 272 | ||||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 10,208 | -13.79 | 555 | -9.46 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 549,804 | -18.60 | 29,909 | -14.49 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4,085 | 4.13 | 222 | 9.36 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9,828 | 9.70 | 535 | 15.33 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 3,750 | 204 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,383 | 0.58 | 75 | 5.63 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 121,932 | 3.39 | 6,633 | 8.61 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 161,006 | 0.67 | 8,759 | 5.76 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 4,000 | -34.96 | 218 | -31.76 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 5,834 | 0.00 | 317 | 4.97 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 59,186 | -70.81 | 8,921 | -15.03 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 14,400 | 185.37 | 783 | 200.00 | ||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | CAP Partners, LLC | 14,086 | 0.99 | 766 | 6.09 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 5,194 | -37.05 | 283 | -33.96 | ||||
| 2025-07-28 | 13F | Melia Wealth LLC | 13,101 | 46.64 | 713 | 54.11 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 72,669 | 26.86 | 3,953 | 33.28 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 2,575,311 | 1.75 | 140,097 | 6.90 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 118 | -97.05 | 6 | -97.10 | ||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-04 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 5,812 | -1.12 | 316 | 3.95 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 10,189 | 0.00 | 554 | 5.12 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 6,033 | 0.00 | 328 | 5.13 | ||||
| 2025-08-05 | 13F | Sulzberger Capital Advisors, Inc. | 30,528 | -23.96 | 1,661 | -20.12 | ||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 5,631 | 34.30 | 306 | 41.01 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 169 | 69.00 | 9 | 80.00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 75,404 | 20.99 | 4,102 | 27.12 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 152,722 | 37.58 | 8,308 | 32.76 | ||||
| 2025-08-28 | NP | YFYA - Yields for You Income Strategy A ETF | 23,198 | 131.26 | 1,262 | 142.97 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 134,890 | 25.01 | 7,338 | 31.34 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 377,556 | 1.20 | 20,539 | 6.32 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 13,447 | -38.47 | 732 | -35.37 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 142,058 | 20.86 | 7,728 | 26.96 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 2,277 | 111.62 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 7,230 | -16.43 | 393 | -12.08 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 31,816 | 20.76 | 1,731 | 26.83 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Yield ETF | 149,320 | 17.36 | 7,859 | 8.19 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 6,017 | 33.39 | 327 | 40.34 | ||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 10,760 | -3.45 | 585 | 1.39 | ||||
| 2025-04-16 | 13F/A | Avaii Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 125,177 | 6.77 | 6,810 | 12.17 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 15 | 1 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1,091 | 3.31 | 59 | 9.26 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 258,959 | -14.89 | 14,087 | -10.58 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 116,700 | 3.35 | 6 | 20.00 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 4,122 | -5.70 | 224 | -0.88 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 49,185 | 21.47 | 2,676 | 27.62 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 17,142 | 23.37 | 933 | 29.62 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 4,311 | 0.00 | 235 | 4.93 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 13,616 | -12.19 | 741 | -7.73 | ||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 10,083 | -2.81 | 548 | 2.05 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 202,930 | 7.45 | 11,043 | 12.89 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 6,693 | 3.69 | 364 | 8.98 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 20,278 | 33.52 | 1,103 | 40.33 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 62,322 | 133.50 | 3,390 | 145.30 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 5,692 | 17.75 | 310 | 23.60 | ||||
| 2025-07-09 | 13F | Blodgett Wealth Advisors, Llc | 5,150 | -19.53 | 280 | -15.41 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 376,601 | 6.85 | 20,487 | 13.34 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 99,433 | 20.61 | 5,409 | 26.73 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2,859,312 | 4.23 | 156 | 9.15 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Masso Torrence Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 93,859 | 9.67 | 5,106 | 15.21 | ||||
| 2025-08-07 | 13F | PFG Advisors | 33,096 | -39.45 | 1,800 | -36.40 | ||||
| 2025-05-15 | 13F | Greenline Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Fundamentun, Llc | 6,246 | -57.73 | 340 | -55.69 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7,807 | 16.56 | 425 | 22.54 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 14,509 | -0.32 | 789 | 4.78 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 57,285 | 6.39 | 3,116 | 11.80 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 35,513 | 26.44 | 1,932 | 32.81 | ||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 199,311 | 17.64 | 10,843 | 23.60 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 3,916 | 0.59 | 203 | -7.76 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 19,862 | 10.11 | 1,080 | 15.63 | ||||
| 2025-04-25 | 13F | Capital Advisors Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 131,581 | 8.90 | 7,158 | 14.42 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 4,360 | 99.00 | 237 | 109.73 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 38,395 | -7.79 | 2,089 | -3.15 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 639,032 | 14.08 | 34,763 | 19.85 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 16,897 | -7.32 | 919 | -2.55 | ||||
| 2025-05-15 | 13F | Johnson Financial Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 9,078 | 19.75 | 494 | 25.77 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 246,772 | 12.88 | 13,424 | 18.59 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 8,945 | 487 | ||||||
| 2025-08-01 | 13F | Planning Directions Inc | 40,182 | 1.93 | 2,186 | 7.06 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 11,761 | 29.03 | 640 | 35.67 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 1,741 | 789 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 12,268 | 2.13 | 667 | 7.41 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,107,341 | 2.11 | 60 | 7.14 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 89,039 | -1.53 | 4,870 | 5.44 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 700 | -41.67 | 38 | -38.71 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 7,144 | 47.03 | 391 | 55.38 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1,024 | 56 | ||||||
| 2025-06-24 | NP | JNBAX - JPMorgan Income Builder Fund Class A | 7,923,574 | 0.00 | 406,796 | -10.67 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 12,932 | 703 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 109,503 | -4.83 | 5,957 | -0.02 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 89,874 | 71.28 | 4,889 | 79.94 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 246,970 | 4.26 | 13,435 | 9.54 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 6,347 | -86.83 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 10,491 | 571 | ||||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 6,040 | 28.10 | 0 | |||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 4,325 | -1.14 | 235 | 3.98 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 25,310 | 133.81 | 1,377 | 145.71 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 17,118 | 931 | ||||||
| 2025-05-20 | 13F | Jupiter Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 24,264 | 0.51 | 1,320 | 5.52 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 12,404 | -52.33 | 675 | -49.96 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 5,324 | 290 | ||||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 33,256 | 13.44 | 1,809 | 19.25 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 268,571 | 71.29 | 14,610 | 79.97 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 33,598 | 162.38 | 1,828 | 175.57 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 3,970 | 216 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 58,188 | 8.71 | 3,165 | 18.45 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 8,057 | 438 | ||||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 152,249 | 13.25 | 8,282 | 18.99 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 62,277 | 9.63 | 3,388 | 15.16 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 157 | 8.28 | 9 | 14.29 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 12,888 | 701 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 26,372 | 31.10 | 1,435 | 37.75 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 144 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 72,696 | 1,248.47 | 3,955 | 1,317.20 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 949 | 0.00 | 52 | -3.77 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 7,548 | 83.47 | 411 | 92.49 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 8,479 | 50.02 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 774,032 | -23.59 | 42,107 | -19.73 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 31,125 | -0.04 | 1,693 | 5.02 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 56,925 | -8.93 | 3,097 | -4.33 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 24,621 | -3.12 | 1,339 | 1.83 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 10,520 | 0.00 | 572 | 5.15 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 2,799 | 154 | ||||||
| 2025-04-23 | 13F | Aurora Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 18,393 | 16.21 | 1,025 | 26.23 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 78,806 | 27.03 | 4 | 33.33 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 4,023 | 219 | ||||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 28,367 | 51.15 | 2 | |||||
| 2025-08-07 | 13F | Financially Speaking Inc | 74 | -93.43 | 4 | -93.10 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 800 | 44 | ||||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 18,449 | -43.67 | 1,004 | -40.86 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 9,786 | -12.73 | 532 | -8.28 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 10,775 | 0.94 | 585 | 10.80 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 97,715 | -6.01 | 5,316 | -1.26 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 3,971 | 216 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 91 | 5 | ||||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 7,955 | 31.16 | 433 | 37.58 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 102,802 | -3.65 | 5,592 | 1.23 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 4,675 | 1.15 | 254 | 6.28 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 25,766 | -51.11 | 1,402 | -48.64 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 4,300 | 0.00 | 234 | 4.95 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 195,000 | -9.30 | 10,608 | -4.71 | |||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 488,640 | 15.21 | 26,582 | 21.03 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 93,962 | 4.94 | 5,126 | 9.34 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15,936 | 15.51 | 867 | 21.29 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 210,400 | 19.07 | 11,446 | 25.10 | |||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 287,571 | 10.62 | 15,644 | 16.21 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 800 | -11.21 | 44 | -6.52 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 6,336 | 23.70 | 345 | 29.81 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 16,354 | -16.65 | 890 | -12.41 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 35,974 | -3.09 | 1,957 | 1.77 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 8,250 | 0.22 | 449 | 5.16 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 38,912 | 10.59 | 2,117 | 16.20 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 20,563 | 2.81 | 1,119 | 8.02 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 144,043 | 81.35 | 7,836 | 90.54 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 91,126 | 72.64 | 4,957 | 81.38 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 28,011 | 22.15 | 1,524 | 28.31 | ||||
| 2025-07-15 | 13F | Herbst Group, Llc | 62,191 | 4.18 | 3,383 | 9.45 | ||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 13,206 | -43.91 | 718 | -41.10 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 49,919 | 8.08 | 2,716 | 13.55 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 88,380 | 3.05 | 4,808 | 8.27 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 7,956 | 31.81 | 403 | 18.53 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 152,312 | 20.71 | 8,286 | 26.82 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 94 | 0.00 | 5 | 25.00 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 774 | 0.00 | 42 | 5.00 | ||||
| 2025-06-25 | NP | RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 47,863 | 0.84 | 2,604 | 5.94 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 458,264 | 21.67 | 24,930 | 27.82 | ||||
| 2025-08-11 | 13F | Lighthouse Financial LLC | 168,654 | -1.82 | 9,175 | 3.15 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 36,770 | 2,000 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 32,385 | -20.15 | 1,758 | -16.37 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 2,000 | 0.00 | 109 | 4.85 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 9,079 | 494 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 800 | 300.00 | 44 | 330.00 | ||||
| 2025-05-09 | 13F | Rps Advisory Solutions Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 15,770 | 294.25 | 858 | 314.01 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Family Management Corp | 4,100 | 0.00 | 223 | 5.19 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 4,264 | -2.89 | 232 | 1.76 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 78,486 | 11.21 | 4,270 | 16.83 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 705,084 | -2.38 | 38 | 2.70 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 66,490 | 0.30 | 4 | 0.00 | ||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 401,531 | 35.33 | 21,843 | 42.18 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 16,100 | 876 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 13,109,446 | 20.81 | 713,154 | 26.93 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 25,946 | 38.99 | 1,411 | 46.07 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 15,048 | -6.12 | 1 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 14,205 | 131.31 | 773 | 143.53 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 27,509 | 273.56 | 1,497 | 292.65 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5,592 | 304 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 10,971 | 95.63 | 597 | 88.61 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 8,469 | -12.28 | 461 | -7.82 | ||||
| 2025-08-26 | NP | FTRAX - Franklin LifeSmart Retirement Income Fund CLASS A | 38,000 | -1.62 | 2,067 | 3.35 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 11,982 | -4.04 | 652 | 0.77 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 5,620 | 306 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,913,522 | 2.49 | 212,896 | 7.67 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 16,064 | 1 | ||||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 143,292 | 44.43 | 7,795 | 51.74 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 40,167 | 133.10 | 2,185 | 131.71 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 67,689 | 4.11 | 3,682 | 9.39 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 6,665 | -55.83 | 363 | -53.65 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 11,971 | -6.33 | 651 | -1.51 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 87,027 | 68.99 | 4,780 | 80.38 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 4,086 | 123.89 | 222 | 136.17 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 70,742 | -4.65 | 3,848 | 0.18 | ||||
| 2025-07-11 | 13F | Bell Bank | 16,187 | -1.80 | 881 | 3.17 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Corps Capital Advisors, LLC | 10,462 | 121.42 | 569 | 133.20 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 8,313 | 3.94 | 452 | 9.18 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 605,657 | 4.16 | 33,514 | 11.31 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 30,687 | -2.06 | 1,669 | 2.90 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 53,309 | 17.41 | 2,900 | 23.31 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 43,388 | -28.06 | 2,360 | -24.43 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 611 | 33 | ||||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 2,307 | -89.73 | 126 | -89.25 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 223,689 | 3.29 | 12,169 | 8.51 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 465,775 | 6.76 | 25,338 | 12.16 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ping Capital Management, Inc. | 21,700 | 1,180 | ||||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 1,056 | 0.00 | 57 | 5.56 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 26,224 | -18.80 | 1,479 | -11.60 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 28,201 | 1.23 | 1,534 | 6.38 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 221 | 12 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 17,096 | 3.73 | 930 | 9.03 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 4,722 | -73.44 | 257 | -72.17 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 33,277 | 17.58 | 1,810 | 23.55 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 38,852 | -12.88 | 2,114 | -8.49 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 9,609 | 9.94 | 523 | 15.49 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 10,311 | 0.40 | 1 | |||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 27,940 | -34.73 | 1,520 | -31.44 | ||||
| 2025-06-24 | NP | TNMAX - 1290 Multi-Alternative Strategies Fund Class A | 17,090 | -6.51 | 877 | -16.48 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 35,696 | 12.64 | 1,942 | 18.35 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1,162 | 63 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 48,796 | 1.13 | 2,655 | 6.24 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 15,812 | -3.67 | 860 | 1.30 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 3,329 | 1.28 | 181 | 6.47 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 17,827 | 5.20 | 970 | 10.49 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 39,521 | -0.16 | 2,150 | 4.88 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 13,470 | -6.00 | 733 | -1.21 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 46 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Advisory Resource Group | 86,301 | 9.45 | 4,695 | 14.99 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 17,919 | 9.24 | 975 | 14.72 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 19 | 1 | ||||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 4,243 | 231 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 676 | 29.25 | 35 | 20.69 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 543,050 | 5.72 | 29,542 | 11.06 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1,191 | -65.51 | 65 | -64.04 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 11,576 | 630 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1,608 | 3.21 | 87 | 8.75 | ||||
| 2025-05-02 | 13F | Patton Albertson Miller Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 314,165 | 4.99 | 16,974 | 9.55 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 181,623 | -1.30 | 9,880 | 3.69 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 5,020 | -62.41 | 273 | -60.49 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 128,057 | 555.86 | 6,966 | 589.02 | ||||
| 2025-04-22 | 13F | Tower View Investment Management & Research LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 100 | 0.00 | 5 | 0.00 | ||||
| 2025-04-09 | 13F | Selway Asset Management | 4,000 | 207 | ||||||
| 2025-07-10 | 13F | Financial Management Network Inc | 3,757 | 203 | ||||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 31,178 | 5.27 | 1,696 | 15.37 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 78,966 | 29.09 | 4,296 | 35.62 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 3,950 | 0.00 | 215 | 4.90 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 4,630 | 0.00 | 252 | 5.02 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 18,872 | 2.62 | 1,027 | 7.77 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 9,514 | 19.57 | 518 | 25.49 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Triumph Capital Management | 13,055 | -2.59 | 710 | 2.45 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 11,977 | -15.03 | 652 | -10.70 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 49,194 | -11.02 | 2,676 | -6.50 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I | 6,067 | -3.10 | 330 | 1.85 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 71,872 | 55.08 | 3,910 | 62.94 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,400 | 41.84 | 76 | 49.02 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 250 | 14 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 11,023 | 23.55 | 600 | 29.93 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 2,437 | 10.92 | 133 | 7.32 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 332 | 17 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 685 | 0.00 | 35 | -7.89 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 2,137 | 0.47 | 116 | 5.45 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 154,849 | -31.21 | 8,424 | -27.73 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 83,460 | -3.97 | 4,540 | 0.89 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB | 8,520 | -7.59 | 463 | -2.94 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 100 | 5 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 290 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,300,787 | 40.62 | 70,763 | 47.73 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 34,730 | 369.51 | 1,889 | 393.21 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 4,866 | 14.06 | 265 | 20.00 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 18,187 | -3.00 | 989 | 1.96 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 717 | 0.00 | 39 | 5.41 | ||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 36,204 | 45.01 | 1,969 | 52.40 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 51,177 | 0.24 | 2,784 | 5.33 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 128,949 | 3.34 | 7,122 | 10.22 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 34,451 | 24.58 | 1,873 | 30.82 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 9,680 | 527 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 7,422 | 404 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 9,699 | -0.91 | 528 | 4.15 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 22,705 | 21.96 | 1,235 | 28.25 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 4,833 | 263 | ||||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 357 | -27.29 | 19 | -24.00 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 41,628 | 2.98 | 2,265 | 8.17 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 4,374 | -92.84 | 238 | -92.51 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 5,843 | 318 | ||||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 41,768 | 1.51 | 2,272 | 6.67 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 101,173 | 12.25 | 5,504 | 17.91 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 6,096 | 0.33 | 332 | 5.41 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Haverford Trust Co | 28,454 | 0.00 | 1,548 | 5.02 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 68,783 | -28.24 | 3,742 | -24.62 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 119,665 | -8.66 | 6,510 | -4.04 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 38,860 | -58.61 | 2,091 | -54.92 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 127,973 | -2.76 | 6,962 | 2.16 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 13,354 | 44.98 | 726 | 52.52 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 17,617 | 22.95 | 958 | 18.71 | ||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 16,304 | -1.65 | 887 | 3.26 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 72,987 | 23.82 | 3,970 | 30.08 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 3,784 | -7.59 | 206 | -3.30 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 12,045 | 8.05 | 655 | 13.52 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 2,043 | 9.31 | 111 | 15.63 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 87,061 | 31.02 | 4,736 | 37.67 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 72,752 | 35.55 | 3,958 | 42.39 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 36,606 | 17.21 | 1,895 | 7.67 | ||||
| 2025-07-10 | 13F | Guided Capital Wealth Management, LLC | 113,207 | -0.64 | 6,158 | 4.39 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 10,119 | -7.58 | 550 | -2.83 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 4,100 | -4.65 | 223 | 0.45 | |||
| 2025-08-14 | 13F | Group One Trading, L.p. | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 14,811 | 57.60 | 806 | 65.64 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 30,942 | -46.09 | 1,683 | -43.37 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 7,811 | -89.80 | 432 | -88.72 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 20,762 | 0.18 | 1,129 | 5.22 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 6,120 | 0.96 | 333 | 6.07 | ||||
| 2025-07-31 | 13F | City State Bank | 95 | 0.00 | 5 | 25.00 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 58,857 | -6.08 | 3,202 | -1.33 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 7,621 | -42.52 | 413 | -39.94 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 15,340 | -30.79 | 834 | -27.29 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 4,899 | 0.39 | 267 | 5.56 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 4,600 | 12.20 | 250 | 17.92 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 13,447 | -8.00 | 732 | -3.31 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 69,141 | 2.71 | 3,761 | 7.92 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 106 | 3.92 | 6 | 0.00 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 7,355 | 21.97 | 400 | 28.21 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 16,578 | 0.69 | 1 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 64,307 | 15.76 | 3,498 | 21.63 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | TFC Financial Management | 2,184 | 0.00 | 119 | 4.42 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 7,061 | 384 | ||||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 5,975 | 41.12 | 325 | 48.40 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11,700 | 32.16 | 636 | 38.86 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,253 | -1.34 | 68 | 4.62 | ||||
| 2025-08-14 | 13F | Caerus Investment Advisors, LLC | 23,454 | -52.94 | 1,276 | -50.58 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 10,796 | -45.70 | 587 | -42.95 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 251,698 | 33.34 | 13,692 | 40.13 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 33,820 | 22.91 | 2 | 0.00 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 233,630 | 21.34 | 12,709 | 17.07 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 4,684 | 0.00 | 255 | 4.96 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 41,928 | -53.37 | 2,281 | -51.61 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 5,853 | 0.00 | 318 | 4.95 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 1,723 | 0.00 | 94 | 4.49 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 90 | 0.00 | 5 | 0.00 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 20,547 | 1.92 | 1,118 | 7.09 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 56,390 | 4.80 | 3,068 | 10.09 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6,043 | 20.45 | 329 | 26.64 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 221,366 | -1.80 | 12,042 | 3.17 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 74,948 | -4.22 | 4,146 | 2.35 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3,693,167 | 15.52 | 201,043 | 21.59 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 575 | -20.14 | 31 | -16.22 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 6,218 | 0.00 | 338 | 5.30 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 29,685 | -9.09 | 1,615 | -4.50 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 36,492 | -3.15 | 1,985 | 1.74 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 5,700 | 0.00 | 310 | 5.08 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 37,317 | 354.64 | 2,030 | 377.65 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 107,473 | 3.04 | 5,847 | 8.26 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 98,599 | 17.98 | 5,364 | 23.94 | ||||
| 2025-05-14 | 13F | Zacks Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Turn8 Private Wealth Inc. | 56,500 | 0.00 | 3,074 | 5.06 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 84,685 | -15.51 | 4,607 | -11.24 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 46,330 | 3.25 | 2,509 | 8.01 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 9,694 | 3.67 | 527 | 8.88 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 3,886 | 0.00 | 211 | 4.98 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 12,516 | 44.91 | 681 | 52.13 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 130,145 | -15.38 | 7,080 | -11.10 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 935 | 0.21 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 211,671 | 17.64 | 11,515 | 23.58 | ||||
| 2025-08-14 | 13F | Concorde Financial Corp | 44,315 | -1.44 | 2,411 | 3.52 | ||||
| 2025-05-09 | 13F | Beta Wealth Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 56,182 | 24.98 | 3,056 | 31.33 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 4,462 | -0.27 | 243 | 4.76 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 4,250 | 3.91 | 220 | -4.35 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | CONWX - Concorde Wealth Management Fund | 7,200 | 0.00 | 392 | 5.11 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 22,434 | -0.88 | 1,220 | 4.18 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5,829 | 317 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 19,300 | 1,050 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 17,380 | -7.71 | 945 | -3.08 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 34,588 | 23.89 | 1,882 | 30.17 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 40,790 | 6.04 | 2,219 | 11.40 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 12,532 | 1.41 | 682 | 6.57 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 4,562 | -10.58 | 248 | -6.06 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 15,638 | 851 | ||||||
| 2025-07-24 | 13F | PDS Planning, Inc | 40,197 | 2.01 | 2,187 | 7.16 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 41,274 | 302.87 | 2,245 | 323.58 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 85 | 0.00 | 5 | 0.00 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 5,500 | 0.00 | 299 | 5.28 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2,220 | 0.00 | 121 | 5.26 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 20,974 | -9.97 | 1,141 | -5.47 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 201,234 | 194.90 | 10,947 | 209.85 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 19,524 | 18.60 | 1,062 | 24.65 | ||||
| 2025-04-25 | 13F | Albion Financial Group /ut | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 167,391 | 60.63 | 9,106 | 68.79 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 2 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 382,228 | 25.79 | 20,793 | 32.16 | ||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 32 | 2 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 4,490 | 244 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 112,368 | 5.85 | 6,113 | 11.57 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 65,613 | 19.09 | 3,569 | 25.14 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 21,279 | 196.61 | 1,158 | 211.86 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 66,621 | -4.01 | 3,624 | 0.86 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 7,291 | 2.07 | 397 | 7.32 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 7,599 | 3.19 | 413 | 8.40 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 29,342 | 8.03 | 1,596 | 13.51 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 40,364 | -74.25 | 2,206 | -72.58 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3,280 | 6.15 | 178 | 11.25 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 200 | 0.00 | 11 | 0.00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 452,088 | 4,392.58 | 24,591 | 4,619.96 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 20,831 | 1,133 | ||||||
| 2025-04-29 | 13F | Tradewinds, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 17,847 | -47.32 | 981 | -44.07 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 8,307 | -96.13 | 452 | -95.99 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 73,562 | 8.89 | 4,002 | 14.38 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Napa Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 29,742 | 0.61 | 1,618 | 5.69 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 97,766 | 5,318 | ||||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 1,046 | 0.00 | 57 | 7.55 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 141 | 8 | ||||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 44,351 | 2.16 | 2,413 | 7.34 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 912 | 21.44 | 50 | 28.95 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 45,890 | 61.66 | 2,496 | 69.91 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 186,009 | 4.52 | 10,119 | 9.81 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 8,195 | -2.17 | 446 | 2.77 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 16,897 | 917 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 4,408 | 240 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 249,572 | 5.97 | 12,923 | -2.68 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 14,840 | 243.44 | 802 | 259.19 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1,882 | 0.00 | 102 | 5.15 | ||||
| 2025-08-05 | 13F | Ring Mountain Capital, LLC | 48,821 | 19.00 | 2,670 | 25.71 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 15,536 | 24.68 | 845 | 31.01 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 161,199 | 21.12 | 8,769 | 27.25 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 115 | 6 | ||||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 10,348 | 1.52 | 563 | 6.64 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 7,051 | 11.00 | 365 | 1.96 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 29,197 | 0.86 | 1,588 | 6.01 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 9,665 | 5.16 | 526 | 10.53 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 58,253 | 255.98 | 3,169 | 274.03 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 24,156 | 1,311 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 12,249 | 48.15 | 666 | 55.61 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 9,355 | 78.19 | 509 | 87.45 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 8,540 | 0.00 | 442 | -8.11 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 5,094 | -4.68 | 277 | 0.36 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 74,670 | 35.96 | 4,062 | 42.88 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 10 | 233.33 | 1 | |||||
| 2025-08-12 | 13F | Argent Trust Co | 248,026 | 4.34 | 13,493 | 9.62 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 9,410 | -51.24 | 512 | -48.85 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 170,431 | -7.35 | 9,271 | -2.66 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 19,871,597 | 1.81 | 1,081,015 | 6.96 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 537,143 | -8.59 | 29,221 | -3.97 | ||||
| 2025-07-25 | 13F | Clarendon Private LLC | 4,240 | 0.00 | 231 | 5.02 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 27,900 | 12.05 | 1,518 | 17.69 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 23,235 | 60.10 | 1,264 | 68.18 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 87 | 20.83 | 5 | 33.33 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 963,763 | 14.23 | 52,429 | 20.01 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 9,544 | 65.58 | 519 | 74.16 | ||||
| 2025-04-10 | 13F | Clarus Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Main Street Group, LTD | 110 | 0.00 | 6 | 0.00 | ||||
| 2025-07-31 | 13F | Anchor Capital Management Group Inc | 37,000 | 0.00 | 2,013 | 5.07 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 13,083 | 37.69 | 712 | 44.51 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1,935 | 73.54 | 105 | 84.21 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 3,700 | 201 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,221,602 | 9.16 | 66 | 15.79 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 34,613 | 46.93 | 1,907 | 56.44 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 47,785 | 8.52 | 2,600 | 13.99 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4,489 | 68.06 | 244 | 76.81 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 10,065 | 548 | ||||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 20,494 | 0.00 | 1,115 | 5.00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1,333 | 73 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 73,694 | 5.83 | 4,009 | 11.12 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3,589,375 | 10.12 | 195,284 | 15.68 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 4,680 | 4.67 | 255 | 9.96 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 115,529 | 35.75 | 6 | 50.00 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 19,418 | 58.70 | 1,056 | 66.82 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 133,580 | 9.25 | 7,267 | 14.79 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 44,930 | 7.59 | 2,444 | 13.04 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 7,807 | 917.86 | 421 | 976.92 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 35,665 | 4.37 | 1,940 | 9.67 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 16,289 | 159.09 | 843 | 142.24 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 6,569 | -29.86 | 357 | -26.39 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 4,299 | 234 | ||||||
| 2025-08-27 | 13F/A | Putney Financial Group LLC | 1,725 | -10.39 | 94 | -6.06 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 47,552 | -11.62 | 2,430 | -20.51 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 5,835 | -14.94 | 317 | -10.70 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 13,514 | 50.89 | 700 | 38.69 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 18,590 | 12.33 | 1,011 | 18.11 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 186 | 0.00 | 10 | 11.11 | ||||
| 2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Canvas Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Tricadia Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 7,975 | 0.15 | 434 | 11.60 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 38,025 | -20.26 | 2,069 | -23.07 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 24,801 | 39.84 | 1,349 | 46.95 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 28,386 | 20.91 | 1,544 | 27.08 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,932,166 | 4.35 | 105,110 | 12.12 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 475,953 | 61.79 | 25,892 | 69.98 | ||||
| 2025-07-23 | 13F | Matisse Capital | 4,200 | 228 | ||||||
| 2025-08-12 | 13F | Trexquant Investment LP | 5,297 | 288 | ||||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 174,161 | 45.78 | 9,474 | 53.18 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 129,696 | -3.31 | 7,055 | 1.58 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 139,472 | 5.33 | 7,587 | 10.66 | ||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 9,749 | 3.65 | 530 | 8.83 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 14,527 | 8.02 | 1 | |||||
| 2025-08-07 | 13F | Nwam Llc | 31,958 | -18.63 | 1,765 | -13.18 | ||||
| 2025-04-28 | 13F | Vishria Bird Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 213 | 0 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 273,244 | 27.27 | 14,864 | 33.72 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 26,556 | 61.21 | 1,445 | 69.48 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 6,367 | 10.00 | 346 | 15.72 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 38,550 | 3.35 | 2,097 | 8.60 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 409 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 32,950 | -2.17 | 1,793 | 2.81 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 172 | 9 | ||||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 333 | 150.38 | 18 | 200.00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 31,538 | 49.05 | 1,716 | 56.62 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 30,627 | 19.06 | 1,666 | 25.08 | ||||
| 2025-04-03 | 13F | Legacy Wealth Management, LLC / MS | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 6,285 | -10.50 | 342 | -6.06 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 8,433 | -18.31 | 470 | -12.99 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 118,255 | 17.33 | 6,433 | 23.28 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 22,210 | -25.89 | 1,208 | -22.11 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,677 | 418 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 585,233 | 20.58 | 31,837 | 26.68 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 531 | -22.25 | 29 | -20.00 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 12,477 | 22.74 | 1 | |||||
| 2025-05-06 | 13F | Close Asset Management Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 332,834 | -45.27 | 18,071 | -42.61 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 73,713 | 73.54 | 4,010 | 82.31 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 104,435 | -5.90 | 5,681 | -1.13 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 8,950 | -94.92 | 487 | -94.39 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 15,087 | 19.67 | 821 | 25.77 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 50,650 | -16.88 | 2,755 | -12.68 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 14,300 | -29.17 | 778 | -25.65 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 15,174 | -0.01 | 825 | 5.10 | ||||
| 2025-07-17 | 13F | Forefront Wealth Management Inc. | 117,618 | 45.87 | 6,398 | 53.25 | ||||
| 2025-07-30 | 13F | Private Capital Advisors, Inc. | 7,886 | 429 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15,813 | 860 | ||||||
| 2025-07-22 | 13F/A | Kingstone Capital Partners Texas, LLC | 63,695 | -26.08 | 3,465 | -22.34 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 746 | 1.91 | 41 | 8.11 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 21,362 | -1.25 | 1,162 | 3.75 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 286,300 | -0.42 | 15,575 | 4.62 | |||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 67,147 | 113.84 | 3,653 | 124.74 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 56,200 | -39.76 | 3,057 | -36.72 | |||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 2,197 | 114 | ||||||
| 2025-07-17 | 13F | MBA Advisors LLC | 20,953 | 1.61 | 1,140 | 6.75 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1,918 | 3.96 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 743 | 119.17 | 40 | 135.29 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 13,678 | 14.16 | 744 | 20.00 | ||||
| 2025-05-30 | NP | WBIG - WBI BullBear Yield 3000 ETF | 26,078 | -3.07 | 1,350 | -10.95 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 34,785 | 9.25 | 1,892 | 14.81 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 4,340 | 5.98 | 236 | 11.32 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 14,177 | 4.13 | 771 | 9.52 | ||||
| 2025-07-22 | 13F | James Reed Financial Services, Inc. | 427,767 | 8.43 | 23,271 | 13.92 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 39,801 | 1,285.35 | 2,165 | 8.52 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 7,860 | 0.90 | 428 | 5.96 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 9,434 | -14.17 | 513 | -9.84 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 80,294 | -14.24 | 4 | 0.00 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 3,908 | -12.04 | 213 | -7.83 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 3,699 | 201 | ||||||
| 2025-07-15 | 13F | BCS Wealth Management | 13,686 | -22.34 | 1 | |||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 72,316 | 3,934 | ||||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 6,570 | 0.31 | 357 | 5.31 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 30,226 | 22.24 | 1,644 | 28.44 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,689,508 | 6.51 | 91,909 | 11.90 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 8,639 | -39.89 | 470 | -36.88 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1,525 | 134.62 | 83 | 148.48 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 5,000 | 0.00 | 272 | 5.43 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9,974 | 11.63 | 543 | 17.32 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 9,948 | -5.68 | 547 | 0.55 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 200 | 11 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 120,495 | 15.53 | 6,555 | 21.37 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 668 | 0.60 | 0 | |||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 8,000 | 59.46 | 435 | 67.95 | ||||
| 2025-04-11 | 13F | Godsey & Gibb Associates | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 17,784 | 1.34 | 967 | 6.50 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 33,341 | -5.09 | 1,814 | -0.33 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 241,619 | 252.99 | 13,002 | 266.85 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 4,180 | 227 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 899,076 | 7.58 | 48,910 | 13.02 | ||||
| 2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 4,000 | 0.00 | 218 | 4.83 | ||||
| 2025-08-14 | 13F | Betterment LLC | 10,423 | -2.88 | 1 | |||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 17 | 1 | ||||||
| 2025-07-18 | 13F | Columbia Asset Management | 8,838 | 0.00 | 481 | 5.03 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 453,041 | 536.03 | 24,645 | 568.25 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 250 | -82.76 | 14 | -82.67 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 4,797 | -10.54 | 261 | -6.14 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 956,848 | 2.29 | 52,053 | 7.47 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 3,770 | 205 | ||||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Midwest Trust Co | 19,218 | 1,045 | ||||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Socha Financial Group, LLC | 13,320 | -71.23 | 725 | -69.80 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1,029,437 | 6.21 | 56,001 | 11.58 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 250,976 | 14.05 | 13,653 | 19.83 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 72,778 | 72.55 | 3,959 | 81.27 | ||||
| 2025-06-03 | 13F | Invst, LLC | 5,156 | 267 | ||||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 12,119 | 51.53 | 659 | 59.18 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,816,460 | 23.89 | 207,615 | 30.16 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1,668 | 8.88 | 91 | 13.92 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 18,864 | 2.42 | 1,026 | 7.66 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 109,772 | 13.00 | 5,972 | 18.73 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 79,481 | 15.53 | 4,324 | 21.36 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 5,307 | 31.46 | 289 | 37.80 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 15,271 | 9.41 | 822 | 10.20 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 20,148 | 1,084 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 282 | 15 | ||||||
| 2025-08-14 | 13F | Helium Advisors LLC | 15,764 | 43.05 | 858 | 50.35 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 65,424 | -6.12 | 3,559 | -1.36 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 434 | 0.00 | 23 | 4.55 | ||||
| 2025-07-10 | 13F | Security National Bank | 32,442 | 14.03 | 1,765 | 19.76 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 91,530 | 7.91 | 4,979 | 13.39 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 1,144,011 | 22.20 | 62,234 | 28.38 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 863 | -25.99 | 47 | -23.33 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 60,924 | -8.58 | 3,314 | -3.94 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 72,736 | 30.68 | 4,006 | 40.91 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 41,039 | 20.51 | 2,233 | 26.60 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 11 | 0.00 | 1 | |||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 4,100 | 223 | ||||||
| 2025-04-15 | 13F | Parsons Capital Management Inc/ri | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 12,315 | 0.42 | 670 | 5.35 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 2,834 | 2.83 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 92,097 | 3.67 | 5,010 | 8.94 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 18,509 | 1,007 | ||||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 13,322 | 57.38 | 723 | 64.84 | ||||
| 2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 42,398 | -0.90 | 2,306 | 4.11 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 100 | 0.00 | 5 | 0.00 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 | 0 | ||||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 26,424 | 37.38 | 1,437 | 44.42 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 144,432 | 6.19 | 7,857 | 11.57 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 19,348 | 3.03 | 1,053 | 8.23 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 404,400 | 1,932.16 | 21,999 | 2,035.83 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 85,969 | 6.00 | 4,677 | 11.36 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 9,817 | 4.25 | 534 | 9.65 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 31 | 158.33 | 2 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 450,808 | 541.14 | 24,524 | 573.71 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 7,972 | 41.15 | 434 | 48.29 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 500 | 0.00 | 27 | 8.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 8,759 | 32.49 | 476 | 39.18 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 91,619 | 3.08 | 4,984 | 8.30 | ||||
| 2025-06-25 | NP | WHGHX - Westwood High Income Fund Institutional Shares | 18,744 | -4.37 | 962 | -14.56 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 38,986 | -5.25 | 2,121 | -0.47 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 10,500 | -40.00 | 571 | -36.98 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 4,478 | 3.47 | 244 | 8.48 | ||||
| 2025-04-24 | 13F | Motiv8 Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 12,608 | -69.81 | 686 | -70.90 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 73,954 | 20.66 | 4,023 | 26.79 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 22,994 | 15.75 | 1,251 | 21.60 | ||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 320,418 | 7.42 | 17,431 | 12.85 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 37,649 | 161.56 | 2,048 | 174.90 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 16,094 | -91.15 | 875 | -91.54 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 7,000 | 381 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 38,104 | -13.61 | 2,073 | -9.24 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | 0 | -100.00 | 0 | -100.00 |
Other Listings
| PE:JEPQ |
