Statistik Asas
| Pemilik Institusi | 395 total, 395 long only, 0 short only, 0 long/short - change of 3.66% MRQ |
| Purata Peruntukan Portfolio | 0.2729 % - change of -3.06% MRQ |
| Saham Institusi (Panjang) | 19,256,773 (ex 13D/G) - change of -4.66MM shares -19.49% MRQ |
| Nilai Institusi (Panjang) | $ 1,582,463 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF (US:MDYG) telah 395 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 19,256,773 saham. Pemegang saham terbesar termasuk LPL Financial LLC, Financial Engines Advisors L.L.C., NorthRock Partners, LLC, AE Wealth Management LLC, Stifel Financial Corp, Benjamin Edwards Inc, Financial Advisory Service, Inc., Morgan Stanley, Envestnet Asset Management Inc, and Raymond James Financial Inc .
SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF (ARCA:MDYG) 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 92.24 / share. Previously, on September 6, 2024, the share price was 82.42 / share. This represents an increase of 11.91% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1,294 | 2.13 | 112 | 12.00 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 3,438 | -3.29 | 273 | -11.36 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 729 | -4.95 | 63 | 5.00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 3,597 | 0.00 | 312 | 9.47 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 32,411 | 2 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 21 | 0.00 | 2 | 0.00 | ||||
| 2025-05-01 | 13F | Fingerlakes Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 1 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 103,453 | -7.36 | 8,987 | 1.27 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 16,022 | -51.14 | 1,392 | -46.60 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 135 | -61.10 | 12 | -59.26 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 3,472 | 10.64 | 302 | 20.88 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 4,495 | 2.84 | 391 | 12.39 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3 | 0 | ||||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 18,096 | -6.05 | 1,572 | 2.75 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 864 | 0.23 | 75 | 10.29 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 399 | -71.48 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 4,611 | -1.20 | 401 | 8.11 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 34,423 | 2,990 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 218,441 | 1.35 | 18,976 | 10.80 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 6,975 | 606 | ||||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 145 | 0.00 | 13 | 9.09 | ||||
| 2025-05-09 | 13F | PrairieView Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 15,148 | 0.00 | 1,316 | 9.31 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 9,267 | -32.53 | 805 | -26.21 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 524 | -62.00 | 46 | -59.09 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2,398 | -43.31 | 208 | -38.10 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 2,975 | 258 | ||||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 15,206 | 13.96 | 1,321 | 24.53 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 53,328 | 28.23 | 4,633 | 40.19 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 10,229 | 139.50 | 889 | 161.95 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 321,612 | 0.94 | 27,938 | 10.36 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 3,120 | 6.85 | 271 | 16.81 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 71,502 | 0.84 | 6,211 | 10.26 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,675 | 279.82 | 145 | 314.29 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 873 | 0 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 9,388 | -22.55 | 816 | -15.37 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 431 | 0.00 | 37 | 8.82 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 853 | 80.72 | 74 | 100.00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 4,290 | 3.70 | 373 | 13.41 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 5,801 | 0.09 | 504 | 9.35 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 327,619 | 8.22 | 28,460 | 18.31 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 3,930 | -16.56 | 341 | -8.82 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10,803 | 69.73 | 938 | 85.74 | ||||
| 2025-08-01 | 13F | First National Trust Co | 347,143 | 4.72 | 30,156 | 14.48 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 113,174 | 14.20 | 9,749 | 23.77 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 187,998 | -2.62 | 16,331 | 6.46 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 129 | 0.00 | 11 | 10.00 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 2,185 | 1.86 | 190 | 11.18 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 21,275 | 6.80 | 1,848 | 16.81 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 3,845 | 0.08 | 334 | 9.51 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 98 | 0.00 | 9 | 14.29 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 21,823 | -9.27 | 1,896 | -0.84 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 2,469 | -2.41 | 214 | 6.47 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 548 | 0.00 | 48 | 9.30 | ||||
| 2025-04-17 | 13F | Nbt Bank N A /ny | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 538 | 2.67 | 47 | 12.20 | ||||
| 2025-05-15 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 4,967 | -3.12 | 432 | 5.90 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 49,927 | -14.01 | 4,337 | -5.98 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 3 | 0.00 | 0 | |||||
| 2025-07-07 | 13F | Horizons Wealth Management | 648 | 0.00 | 56 | 9.80 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 273 | 0.00 | 24 | -4.17 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 20,429 | -1.93 | 1,775 | 7.19 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2,731 | -0.47 | 237 | 8.72 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 4,942 | -2.60 | 416 | 8.07 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 11,801 | 0.03 | 1,025 | 9.39 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 455,592 | -40.81 | 39,577 | -35.29 | ||||
| 2025-05-08 | 13F | Headland Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 27,531 | 50.29 | 2,392 | 64.33 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 578,603 | -51.29 | 50,263 | -46.74 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10,108 | -36.27 | 878 | -30.81 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 243 | 0.00 | 21 | 10.53 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 10,515 | -1.99 | 913 | 7.16 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 4,030 | 350 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7,778 | -13.19 | 676 | -5.06 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 262,796 | 2.88 | 22,829 | 12.48 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 164 | 0.00 | 14 | 7.69 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 6,946 | -31.06 | 603 | -24.62 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 135,802 | 13.47 | 12,052 | 26.74 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 4,354 | 56.79 | 378 | 71.82 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 143 | 12 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 268 | 0.00 | 23 | 9.52 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 2,769 | -1.07 | 241 | 8.11 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 13,832 | -1.90 | 1,209 | 7.09 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 19,470 | 2.64 | 1,691 | 12.21 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 2,942 | 0.68 | 256 | 9.91 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 2,402 | -11.07 | 209 | -2.80 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1,818 | 158 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 402 | 0.25 | 35 | 9.68 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 128 | 0.00 | 11 | 10.00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 73,154 | 3.08 | 6,355 | 12.70 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 32 | 3 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 232,927 | -0.64 | 20 | 11.11 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 21,043 | 474.95 | 1,828 | 530.34 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1,299 | 0.00 | 113 | 8.74 | ||||
| 2025-08-11 | 13F | Aviso Wealth Management | 2,459 | 214 | ||||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 136,654 | 4.38 | 11,871 | 14.11 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 287 | 0.35 | 25 | 9.09 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 10 | 1 | ||||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 4,493 | -7.07 | 390 | 1.56 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 9,587 | -19.84 | 833 | -12.42 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,578 | -14.38 | 137 | -6.16 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9,636 | -78.74 | 837 | -76.76 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 53,914 | -0.50 | 4,684 | 8.78 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 237,040 | 23.12 | 20,592 | 34.61 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 4,897 | -15.07 | 425 | -7.21 | ||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 140,262 | -1.80 | 12,185 | 7.36 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 61,327 | -2.27 | 5,328 | 6.84 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 316,642 | 9.46 | 27,507 | 19.66 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2,819 | -51.20 | 245 | -46.84 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 50,848 | 21.77 | 4,417 | 33.12 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 4 | 0.00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4,833 | -1.17 | 420 | 7.99 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 41,547 | 13.85 | 3,609 | 24.49 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 311,333 | 14.21 | 27,046 | 24.86 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 433 | 0.00 | 38 | 8.82 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 1,059 | 0.00 | 92 | 8.33 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 3,267 | 0.00 | 284 | 9.27 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 278 | 0.00 | 24 | 9.09 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 30,860 | 26.53 | 2,681 | 38.29 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 192 | 17 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 11,935 | -6.63 | 1,037 | 2.07 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 0 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 225,993 | 33.85 | 19,599 | 46.22 | ||||
| 2025-07-29 | 13F | Barden Capital Management, Inc. | 22,273 | -0.46 | 1,935 | 8.77 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4,346 | 8.62 | 378 | 18.93 | ||||
| 2025-08-05 | 13F | LTG Capital LLC | 14,160 | 3.84 | 1,230 | 13.57 | ||||
| 2025-08-07 | 13F | Nwam Llc | 7,915 | 3.32 | 693 | 13.98 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 600 | 52 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 109 | 0.00 | 9 | 12.50 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 12,924 | -8.46 | 1,123 | 0.09 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 6,024 | -10.78 | 523 | -2.43 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 4,505 | -84.32 | 391 | -82.87 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2,526 | -42.46 | 219 | -37.07 | ||||
| 2025-05-01 | 13F | Coastal Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 38 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 12,486 | -0.46 | 1,085 | 8.84 | ||||
| 2025-08-07 | 13F | PFG Advisors | 9,354 | -7.50 | 813 | 1.12 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10,783 | -31.99 | 937 | -25.66 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 28,071 | 2.62 | 2,438 | 12.20 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 44,518 | 0.63 | 3,867 | 10.01 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 48,535 | 152.34 | 4 | 300.00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 8,782 | -33.20 | 763 | -27.01 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,628 | -13.61 | 228 | -5.39 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 3,060 | 15.87 | 266 | 26.79 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 18,434 | -6.36 | 1,601 | 2.37 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 73,385 | 3.21 | 6,375 | 13.19 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 51,306 | 1.60 | 4,457 | 11.07 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 6,590 | -27.12 | 572 | -20.33 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 367,706 | 0.00 | 376 | 0.27 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 16,238 | 0.84 | 1,411 | 10.24 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 3,304 | -10.12 | 287 | -1.71 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 18,017 | -6.24 | 1,598 | 4.72 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 96,785 | -8.60 | 8,408 | -0.08 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5,701 | 0.05 | 495 | 9.51 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 410 | 0.00 | 36 | 9.38 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 906 | 29.24 | 79 | 41.82 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 2,392 | 208 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 9,506 | 826 | ||||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 4,220 | 3.48 | 367 | 12.96 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 104 | -29.25 | 9 | -18.18 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 31,796 | 6.65 | 2,762 | 16.64 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 3,482 | -1.78 | 302 | 7.47 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 35,144 | 2.07 | 3,053 | 11.55 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 6,724 | 584 | ||||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 245,665 | 6.43 | 21,341 | 16.35 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 6,393 | -18.92 | 555 | -11.34 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 58,121 | -2.70 | 5 | 25.00 | ||||
| 2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 37,123 | -0.85 | 2,950 | -9.35 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 32,207 | -3.78 | 2,798 | 5.19 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 2,560 | -6.02 | 222 | 2.78 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 6,330 | 550 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 394 | -1.99 | 34 | 9.68 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 116 | 0.00 | 10 | 11.11 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 3,468 | -33.11 | 301 | -26.76 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 9,274 | 0.02 | 821 | 17.29 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1,700 | 0.18 | 148 | 9.70 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 3,387 | 294 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 9,589 | 0.48 | 833 | 9.76 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3,249 | -90.32 | 282 | -89.42 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 84 | 0.00 | 7 | 16.67 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 83 | -78.27 | 7 | -81.82 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 739,745 | 1.14 | 64,262 | 10.57 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 21,133 | 0.20 | 1,836 | 9.55 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 397,080 | 15.10 | 34,494 | 25.84 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 46,637 | -64.15 | 4,051 | -60.80 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 568 | 0.00 | 49 | 8.89 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 8,739 | -2.56 | 759 | 6.60 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 12,922 | -4.33 | 1,123 | 4.57 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 69,608 | -3.42 | 6,047 | 5.59 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1,800 | 156 | ||||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 65,734 | -7.27 | 5,710 | 1.38 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 35,261 | 9.76 | 3 | 50.00 | ||||
| 2025-05-14 | 13F/A | Integrated Investment Consultants, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 117 | 0.00 | 10 | 11.11 | ||||
| 2025-04-30 | 13F | M&t Bank Corp | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 3,152 | 0.03 | 274 | 9.20 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 33,739 | 2,931 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 63,047 | 926.49 | 5,477 | 1,024.44 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 1,421 | 2.97 | 123 | 12.84 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 84 | 0.00 | 7 | 16.67 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 174 | 20.00 | 15 | 36.36 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 4,133 | 0.17 | 359 | 9.79 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 30 | 0.00 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Creekside Partners | 4,846 | 0.17 | 421 | 9.38 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,621 | -7.56 | 401 | -0.99 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 5,191 | 36.93 | 451 | 49.50 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 15,162 | -9.99 | 1,317 | -1.57 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 23,814 | 2,069 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1,328 | 0.00 | 115 | 9.52 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 18,853 | 30.66 | 1,640 | 43.02 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 270 | -40.00 | 23 | -34.29 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 69,103 | 10.15 | 6,003 | 20.42 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 490,897 | -52.11 | 42,644 | -47.65 | ||||
| 2025-05-15 | 13F | Certior Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 207,668 | -53.02 | 18,040 | -48.64 | ||||
| 2025-07-15 | 13F | Oak Root LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 5,071 | -14.11 | 441 | -5.17 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 150,017 | 1.14 | 13,032 | 10.57 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 3,138 | -2.64 | 0 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 77 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7,573 | -0.04 | 658 | 9.32 | ||||
| 2025-05-06 | 13F | Retirement Income Solutions, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 13,713 | -5.69 | 1,191 | 3.12 | ||||
| 2025-08-14 | 13F | Comerica Bank | 17,064 | -16.01 | 1,482 | -8.18 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 14,410 | -17.28 | 1,145 | -24.32 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 6,123 | -17.96 | 532 | -10.46 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 7,939 | 0.00 | 690 | 9.37 | ||||
| 2025-07-07 | 13F | Somerset Trust Co | 2,309 | 201 | ||||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 55,022 | -17.62 | 4,780 | -9.93 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 30,993 | 5.58 | 2,692 | 15.44 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 43,380 | -6.31 | 3,768 | 2.42 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 62,225 | 5 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 9,142 | 0.09 | 794 | 9.52 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8,881 | -9.58 | 772 | -9.61 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 83,255 | -40.90 | 7,232 | -35.39 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 203,991 | 2.72 | 17,721 | 12.29 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 11,339 | -21.31 | 985 | -13.97 | ||||
| 2025-05-16 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 12,258 | -94.03 | 1,065 | -93.48 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 15,578 | -1.61 | 1,353 | 7.55 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 11,512 | 0.00 | 915 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4,377 | 0.11 | 380 | 9.51 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 2,644 | 0.00 | 230 | 9.05 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 7,977 | 1.08 | 693 | 10.37 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1,368,507 | 1.38 | 118,882 | 10.83 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 7,592 | 0.03 | 660 | 9.29 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 25,531 | -11.92 | 2,218 | -3.73 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 18,459 | -2.03 | 1,604 | 7.08 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 474,093 | -17.52 | 41,185 | -9.83 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 2,368 | 206 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 67 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1,118 | 0.27 | 97 | 10.23 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 2,434 | -10.97 | 211 | -2.76 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 7,306 | 1.12 | 635 | 10.45 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 25,541 | 6.49 | 2,219 | 16.43 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 28,525 | 2,478 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 373 | 1,454.17 | 32 | 3,100.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 3,903 | 339 | ||||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 5,598 | -0.69 | 486 | 8.72 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 9,111 | 38.87 | 792 | 51.82 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 3,300 | 0.00 | 287 | 9.16 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 78,602 | 62.17 | 6,828 | 77.30 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 3,817 | 0.71 | 332 | 9.97 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 2,598 | 0.08 | 226 | 9.22 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 212 | 0.00 | 18 | 12.50 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 249,235 | 9.76 | 21,651 | 19.85 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 18 | 0.00 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 6,775 | 4.57 | 589 | 14.40 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7,032 | 31.00 | 611 | 43.43 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 650 | 0.00 | 56 | 9.80 | ||||
| 2025-07-17 | 13F | Delta Capital Management Llc | 3,000 | 0.00 | 0 | |||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 4,910 | 0.00 | 390 | -8.45 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 120,659 | -7.92 | 10,482 | 0.66 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 21,619 | 272.42 | 1,878 | 307.38 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 8,386 | -23.92 | 728 | -16.80 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 418 | 0.00 | 36 | 9.09 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 9 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3,024 | -2.67 | 263 | 6.50 | ||||
| 2025-07-17 | 13F | KWB Wealth | 151,785 | -4.28 | 12,061 | -12.47 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2,623 | 0.00 | 228 | 9.13 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 3,514 | -1.76 | 305 | 7.39 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 274 | 0.00 | 24 | 9.52 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 8,983 | 780 | ||||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 18,033 | 2.63 | 1,567 | 12.18 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 67 | 6 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 15,661 | -2.87 | 1,360 | 6.17 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Breakthru Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 42,444 | 3,687 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 152,228 | -7.72 | 13,224 | 0.88 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 126,078 | -11.20 | 10,952 | -2.92 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,795 | 0.00 | 156 | 23.02 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 85,390 | 4.69 | 7,418 | 14.44 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 5,475 | 0.27 | 476 | 9.70 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 893 | 8.90 | 78 | 18.46 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3,357 | 0.00 | 292 | 9.40 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 5,739 | -5.36 | 499 | 3.53 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 5,694 | -3.95 | 495 | 4.88 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11,810 | -1.48 | 1,026 | 7.67 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 2 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 88 | 0.00 | 8 | 16.67 | ||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 154 | 0.00 | 13 | 8.33 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 17,000 | 19 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 23,593 | 35.03 | 2,050 | 47.62 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 718 | 0.00 | 62 | 8.77 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 14,618 | 2.97 | 1,270 | 12.50 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 7,412 | -8.84 | 644 | -0.46 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 4,664 | -11.85 | 0 | |||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 46,708 | -15.09 | 4,058 | -7.18 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 25,431 | 1.23 | 2,209 | 10.67 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 6,188 | 11.62 | 538 | 22.05 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 6,802 | 79.85 | 613 | 107.09 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 10 | -16.67 | 1 | -100.00 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1,952 | -41.26 | 170 | -35.98 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 49,932 | -1.29 | 4,338 | 7.91 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 696 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 574 | 12.11 | 50 | 22.50 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 29,689 | 141.28 | 2,579 | 163.97 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 246,029 | -32.87 | 21,373 | -26.61 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 1,161 | 101 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 21,983 | -0.25 | 1,910 | 9.02 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 4,197 | 365 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 42,460 | 2.65 | 3,689 | 12.23 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 5,515 | -4.95 | 479 | 3.90 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 12,786 | 4.49 | 1,111 | 14.20 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 28,610 | -82.05 | 2,485 | -80.38 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11,285 | -74.24 | 980 | -74.25 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 174 | 9.49 | ||||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 62,758 | 11.47 | 5,627 | 22.86 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 9,533 | -1.32 | 846 | 10.30 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5,176 | -7.39 | 0 | |||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Maseco Llp | 97 | 8 | ||||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 2,496 | -3.85 | 217 | 4.85 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 29,004 | 0.33 | 2,520 | 9.66 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 270 | 0.00 | 23 | 9.52 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 8,970 | 212.98 | 779 | 243.17 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 5,583 | 1.29 | 485 | 10.98 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 29,446 | -0.07 | 2,558 | 9.23 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 8,837 | 15.71 | 768 | 26.57 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,871 | -13.70 | 162 | -5.81 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 7,265 | 0.32 | 631 | 9.74 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 479,764 | 4.10 | 41,677 | 13.81 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 53 | 0.00 | 5 | 0.00 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 74,658 | 1.39 | 6,622 | 13.20 | ||||
| 2025-08-01 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 30,245 | 2,627 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 74,225 | -97.32 | 6,448 | -97.07 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5,174 | 11.73 | 450 | 22.34 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 832 | 0.12 | 72 | 9.09 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 33 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 3,135 | -11.44 | 272 | -3.20 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17,305 | 0.19 | 1,503 | 9.55 | ||||
| 2025-08-14 | 13F | UBS Group AG | 91,824 | -0.50 | 7,977 | 8.77 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 11,301 | -23.31 | 982 | -16.15 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 33,915 | 5.28 | 2,946 | 15.12 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 15,748 | -7.33 | 1,368 | 1.33 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 39 | 0.00 | 3 | 0.00 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 308,112 | 3.10 | 26,766 | 12.71 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 18,455 | 23.87 | 1,603 | 35.50 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 103,562 | 5.55 | 9 | 28.57 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 3,664 | 40.87 | 318 | 54.37 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2,813 | -80.21 | 244 | -78.39 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1,800 | 0.00 | 143 | -8.33 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 5,567 | 34.50 | 484 | 47.26 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 43 | 0.00 | 4 | 0.00 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 8,604 | -3.63 | 684 | -3.67 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 194,199 | -0.30 | 16,870 | 9.00 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 33,929 | 46.52 | 2,947 | 60.16 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 4,405 | -7.28 | 383 | 1.33 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 19 | 0 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 17,624 | -81.27 | 1,531 | -79.54 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 44,535 | 133.93 | 3,869 | 155.82 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 296,652 | 104.52 | 25,771 | 123.61 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 82,464 | 0.70 | 7,163 | 10.08 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 273 | 0.00 | 24 | 9.52 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 11,471 | -0.11 | 996 | 9.21 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 5,355 | -4.72 | 465 | 4.26 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 10,804 | 939 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 426 | 0.00 | 37 | 12.12 | ||||
| 2025-08-08 | 13F | Creative Planning | 32,810 | -1.38 | 2,850 | 7.83 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 17,197 | 11.20 | 1,516 | 22.87 | ||||
| 2025-08-14 | 13F | Fmr Llc | 8,903 | 6.61 | 773 | 16.59 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 300 | 0.00 | 26 | 13.04 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2,932 | -24.51 | 0 | |||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 9,692 | 0.00 | 842 | 9.22 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 8,151 | -4.33 | 708 | 4.73 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 23,172 | -4.85 | 2,013 | 3.98 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 12,333 | 7.02 | 1,071 | 17.05 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 27 | 0.00 | 2 | 0.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,105 | -21.72 | 183 | -14.55 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 2,705 | -13.44 | 235 | -13.28 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 135 | 12 | ||||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 2,841 | -19.04 | 247 | -11.51 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,069,712 | 4.69 | 92,926 | 14.45 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 3,418 | -30.37 | 297 | -24.10 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 27 | 2 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 5,356 | -13.24 | 465 | -5.10 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 51,729 | 5.63 | 4 | 33.33 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 12,800 | -1.04 | 1,112 | 8.18 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 28 | 0.00 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 18,458 | -0.17 | 1,603 | 9.12 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 7,100 | -1.39 | 617 | 7.69 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 6,000 | 0.00 | 521 | 9.45 | ||||
| 2025-08-14 | 13F | Acas, Llc | 6,049 | 4.08 | 548 | 18.36 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 17,561 | -19.31 | 1,547 | -8.68 | ||||
| 2025-05-12 | 13F | Cooper Financial Group | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 3,527 | 33.65 | 313 | 49.76 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,799,016 | -1.46 | 156,281 | 7.73 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4,430 | -0.02 | 385 | 9.09 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 2,399 | 208 |
Other Listings
| MX:MDYG |
