Statistik Asas
| Pemilik Institusi | 294 total, 294 long only, 0 short only, 0 long/short - change of -0.67% MRQ |
| Purata Peruntukan Portfolio | 0.4220 % - change of -6.69% MRQ |
| Saham Institusi (Panjang) | 69,429,485 (ex 13D/G) - change of 6.43MM shares 10.20% MRQ |
| Nilai Institusi (Panjang) | $ 1,254,456 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Global X Funds - Global X U.S. Preferred ETF (US:PFFD) telah 294 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 69,429,485 saham. Pemegang saham terbesar termasuk Orgel Wealth Management, LLC, Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Global X Japan Co., Ltd., Wells Fargo & Company/mn, New York Life Investment Management Llc, Envestnet Asset Management Inc, Lido Advisors, LLC, and Full Sail Capital, LLC .
Global X Funds - Global X U.S. Preferred ETF (ARCA:PFFD) 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 19.50 / share. Previously, on September 9, 2024, the share price was 20.39 / share. This represents a decline of 4.36% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 68,862 | 0.41 | 1,297 | -0.69 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 90,170 | -46.92 | 1,698 | -47.53 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 36,908 | 0.00 | 695 | -1.14 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 61,300 | 1,154 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 526 | 0.00 | 10 | -10.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 35,807 | -8.43 | 674 | -9.41 | ||||
| 2025-08-08 | 13F | Creative Planning | 1,027,036 | -0.41 | 19,339 | -1.51 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 10,000 | 0.00 | 188 | -1.05 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 8,371 | 40.55 | 158 | 38.94 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 26,100 | 0.00 | 0 | |||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 411,322 | 685.13 | 7,745 | 676.83 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 15,966 | 301 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 7,453 | 0.00 | 140 | -0.71 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 12,700 | 1.38 | 239 | 0.42 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 7,467 | -2.49 | 141 | -3.45 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 1,396,074 | -2.16 | 26,288 | -3.24 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 41,721 | 173.69 | 786 | 170.69 | ||||
| 2025-05-13 | 13F | Freestone Capital Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 20,400 | -57.32 | 384 | -57.80 | |||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | State of Wisconsin - Board of Commissioners of Public Lands | 1,341,305 | 0.00 | 25,257 | -1.10 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 117,312 | -5.56 | 2,209 | -6.64 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 10,084 | -0.27 | 190 | -1.56 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 13,684 | 258 | ||||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1,845 | 113.05 | 35 | 112.50 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 150,010 | -3.61 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 384,175 | 26.00 | 7 | 40.00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 24,172 | 13.92 | 455 | 12.62 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 23,735 | 46.92 | 447 | 45.28 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 12,175 | 0.00 | 229 | -0.87 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 49,010 | 1.40 | 923 | 0.22 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 5 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 605 | 0.00 | 11 | 0.00 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 11,250 | 12.50 | 212 | 11.05 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 28,500 | 533 | ||||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 27,757 | -48.09 | 523 | -48.72 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 43,636 | 3.90 | 822 | 2.75 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 154 | 0.00 | 3 | 0.00 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 6,963,093 | 131,115 | ||||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 56,135 | -17.80 | 1,057 | -18.69 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,472,337 | 3.87 | 84,214 | 2.73 | ||||
| 2025-07-11 | 13F | Global X Japan Co., Ltd. | 3,540,531 | 11.58 | 66,668 | 10.35 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 93,084 | 2.75 | 1,753 | 1.62 | ||||
| 2025-05-14 | 13F | Entrewealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Rational Advisors Llc | 1,102,418 | 0.77 | 20,759 | -0.34 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | PFG Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 560,100 | 10,547 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,072,979 | 12.57 | 20,204 | 11.34 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 147,555 | 7.53 | 2,778 | 6.36 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 35 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 693 | 0.00 | 13 | 0.00 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 97 | 0.00 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 121,662 | 2,291 | ||||||
| 2025-08-12 | 13F | FUKOKU MUTUAL LIFE INSURANCE Co | 919,000 | 0.00 | 17,305 | -1.10 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 25,469 | -0.66 | 480 | -1.84 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,011 | -1.25 | 245 | -2.40 | ||||
| 2025-08-14 | 13F | Bluefin Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 109,627 | 2,064 | ||||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 68,159 | 2.99 | 1,283 | 1.83 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 274,715 | -1.17 | 5,173 | -2.27 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 31,246 | -98.04 | 588 | -98.06 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 35 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 21,508 | -1.65 | 405 | -2.88 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 22,920 | 0.00 | 432 | -1.15 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 14,377 | -16.54 | 271 | -17.43 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 12,358 | 0.00 | 233 | -1.28 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 67,161 | 71.61 | 1,265 | 69.66 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 16,652 | -34.65 | 317 | -34.64 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 28,149 | 8.17 | 530 | 7.07 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 809 | 15 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 11,378 | 214 | ||||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 25,700 | 0.00 | 484 | -1.23 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 234,527 | 1.71 | 4,416 | 0.59 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1,537,167 | 3.02 | 28,945 | 1.88 | ||||
| 2025-07-17 | 13F | KWB Wealth | 13,864 | -96.39 | 264 | -96.49 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 845,138 | 4.08 | 15,914 | 2.93 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 196,976 | 4.20 | 3,709 | 3.06 | ||||
| 2025-07-24 | 13F | Conning Inc. | 580,200 | 0.00 | 10,925 | -1.10 | ||||
| 2025-08-07 | 13F | Nwam Llc | 49,542 | 4.51 | 945 | 4.77 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 441 | 8 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 11,600 | 0.00 | 218 | -0.91 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 42,106 | 107.91 | 793 | 105.71 | ||||
| 2025-05-08 | 13F | Gs Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 15,591 | 0.65 | 294 | -0.34 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3 | 0 | ||||||
| 2025-07-17 | 13F | David Kennon Inc | 229,687 | -45.50 | 4,325 | -46.09 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,751,174 | 17.13 | 51,805 | 15.84 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 201,917 | 56.21 | 3,817 | 55.10 | ||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 407 | 10.30 | 8 | 0.00 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 74,370 | -1.25 | 1,400 | -2.30 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 9,154 | 0.00 | 172 | -1.15 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 232,944 | 7.21 | 4,386 | 6.04 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1,484 | -10.01 | 28 | -12.90 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 486,072 | -3.19 | 9,153 | -4.26 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 545 | 0.00 | 10 | 0.00 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 162,658 | 14.61 | 3,063 | 13.32 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 15,605 | 294 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5,600 | 718.71 | 105 | 707.69 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 86,600 | 0.00 | 1,631 | -1.09 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 202,028 | -3.94 | 3,804 | -5.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 21,195 | 179.07 | 399 | 179.02 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 146,108 | 17.10 | 2,751 | 15.83 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 14,449 | 7.53 | 272 | 6.67 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,120 | 0.00 | 21 | 0.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 301,958 | -11.33 | 5,686 | -12.31 | ||||
| 2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 317,869 | -6.24 | 5,985 | -7.28 | ||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 351,882 | 9.91 | 6,626 | 8.70 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 | -98.81 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 15,126 | 15.24 | 285 | 14.06 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 19,088 | 0.00 | 359 | -1.10 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 6,515 | -5.22 | 123 | -6.15 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 12,000 | 0.00 | 226 | -1.32 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 10,453 | -31.90 | 197 | -32.88 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 1,848,925 | 562.41 | 34,815 | 555.16 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 4,006 | 0.00 | 75 | -1.32 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 80,463 | -5.15 | 1,515 | -6.19 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 66,502 | 1,259 | ||||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 3,544 | 67 | ||||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 263,229 | -4.37 | 4,957 | -5.42 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 153,749 | 558.23 | 2,895 | 536.26 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 7,950 | -3.21 | 150 | -4.49 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 2,703 | -6.66 | 51 | -9.09 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 37,651 | 0.00 | 709 | -1.12 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 813,408 | 8.40 | 15,186 | 6.30 | ||||
| 2025-08-08 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 19,946 | 7.57 | 376 | 6.23 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 1,000 | 0.00 | 19 | -5.26 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 9,979 | 0.99 | 188 | -0.53 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 17,446 | 0.00 | 328 | -0.91 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 25,361 | 75.50 | 478 | 73.45 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 28,479 | -88.11 | 536 | -88.24 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 717 | 0.00 | 14 | 0.00 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 98,439 | 0.00 | 1,854 | -1.12 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 12,560 | 1.71 | 240 | 3.91 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 4,154 | 78 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 42,582 | -23.64 | 802 | -24.51 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 6,140 | 1.24 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 2 | -99.21 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 15,500 | -7.77 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 27,259 | -21.07 | 513 | -21.92 | ||||
| 2025-04-15 | 13F | Collier Financial | 142,813 | 2,719 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 28,118 | 7.60 | 1 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 202,324 | -31.85 | 3,810 | -32.61 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 554,683 | 16.17 | 10,445 | 14.88 | ||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 65,205 | 3.87 | 1,228 | 2.68 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 25,956 | -1.53 | 489 | -2.59 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Van Den Berg Management I, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 461,058 | 5.55 | 9 | 0.00 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 488,900 | 9,206 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | FLC Capital Advisors | 22,954 | -53.33 | 432 | -53.85 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 191,463 | -2.00 | 3,605 | -3.07 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 70,360 | 28.23 | 1,325 | 26.82 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 82,891 | 5.37 | 1,561 | 6.12 | ||||
| 2025-05-01 | 13F | Steel Peak Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 4,281 | -42.98 | 81 | -43.66 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 6 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Unison Advisors LLC | 66,032 | 5.85 | 1,243 | 4.72 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 20,227 | -1.02 | 381 | -2.31 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 332,235 | -2.63 | 6,256 | -3.71 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 34,636 | -0.38 | 652 | -1.36 | ||||
| 2025-08-12 | 13F | Integras Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 48,196 | -3.08 | 1 | |||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 823 | 15 | ||||||
| 2025-06-26 | NP | HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF | 1,089,088 | -5.41 | 20,399 | -10.53 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 10,203 | 193 | ||||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 11,328 | 4.83 | 213 | 3.90 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4,777 | -8.42 | 90 | -10.10 | ||||
| 2025-05-14 | 13F | Leslie Global Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 12,808 | -97.70 | 241 | -97.73 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5,516 | 116.99 | 104 | 114.58 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 73 | 0.00 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 12,000 | 0.00 | 226 | -1.32 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 140,494 | 107.25 | 2,646 | 105.04 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 | -94.44 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 18,312 | 9.61 | 351 | 10.06 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 5,100 | 96 | ||||||
| 2025-08-12 | 13F | Cornerstone Select Advisors, LLC | 11,549 | -4.15 | 217 | -5.24 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 8,080 | -22.79 | 152 | -23.62 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Monticello Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 16,732 | 23.56 | 315 | 22.57 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 214,421 | -5.72 | 4 | 0.00 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 29,757 | 0.38 | 560 | -0.71 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 10,770 | 7.70 | 203 | 6.32 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 22,999 | 1.54 | 433 | 0.46 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 16,888 | 0.00 | 318 | -0.93 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1,587 | -67.69 | 30 | -68.82 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 155,310 | -0.10 | 2,924 | -1.22 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 74,383 | -2.01 | 1,421 | -0.28 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,071,466 | 16.64 | 20,176 | 15.35 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 65,370 | -21.22 | 1,231 | -22.10 | ||||
| 2025-05-09 | 13F | Fortis Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Valeo Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 81,167 | 5.60 | 1,528 | 1.93 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 125,380 | 7.16 | 2,361 | 5.97 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 131 | 1.55 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 304,662 | 1.51 | 5,737 | 0.39 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 46,577 | -23.45 | 877 | -24.27 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 334,995 | 352,526.32 | 6,308 | 630,600.00 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 29,000 | 0.00 | 546 | -1.09 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 994,780 | -5.83 | 18,732 | -6.87 | ||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 137,438 | 15.01 | 2,588 | 13.76 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 3,305 | -46.74 | 62 | -47.46 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 15,537 | 23.41 | 293 | 22.18 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 10,386 | 1.83 | 196 | 0.52 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7,901 | 149 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 536 | 10 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 7,452 | -13.61 | 140 | -14.63 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 135,355 | 16.52 | 1,751 | -20.85 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 32,027 | -5.53 | 603 | -6.51 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 2,962 | 0.00 | 56 | -1.79 | ||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 25,430 | -1.47 | 479 | -2.65 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 305 | 0.99 | 6 | 0.00 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 458,365 | 6.88 | 8,631 | 5.71 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 17,246 | -1.75 | 325 | -2.99 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 10,653 | -9.74 | 201 | -10.71 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 15,345 | -6.40 | 299 | -4.17 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Ahl Investment Management, Inc. | 417,733 | -0.36 | 7,866 | -1.47 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 2,728 | 3,442.86 | 51 | 5,000.00 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 65 | 1 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 18,064 | -12.43 | 340 | -13.27 | ||||
| 2025-05-14 | 13F | Orion Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 137,491 | -4.63 | 2,589 | -5.72 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 33,962 | 313.26 | 640 | 309.62 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 20,803 | 0.00 | 392 | -1.26 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 18,004 | 2.23 | 339 | 1.19 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 30,627 | -6.77 | 577 | -7.84 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 5,665,148 | -11.54 | 106,675 | -12.51 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 36,758 | 16.43 | 692 | 15.14 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10,000 | 0.00 | 188 | -1.05 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 39,671 | 0.00 | 747 | -1.06 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 375 | 0.00 | 7 | 0.00 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 118,938 | -9.90 | 2,240 | -10.90 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 8,000 | 0.00 | 151 | -1.32 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 45,567 | -23.12 | 858 | -23.94 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 10,900 | 4.44 | 205 | 3.54 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 103,685 | 1,952 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 87,061 | 3.94 | 1,639 | 2.82 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 351,065 | 11.19 | 6,611 | 9.97 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,345,912 | 1.50 | 25 | 0.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,642,627 | 14.61 | 30,927 | 13.34 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 25,928 | 17.27 | 495 | 23.19 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 137,514 | 13.25 | 2,591 | 11.98 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 444,869 | -0.38 | 8,453 | 0.48 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 55,648 | -28.70 | 1,048 | -29.54 | ||||
| 2025-05-07 | 13F | Trilogy Capital Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 170,221 | 6.49 | 3,205 | 5.32 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 10,595 | 0.08 | 200 | -1.00 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sei Investments Co | 764,477 | 31.67 | 14,395 | 30.22 | ||||
| 2025-08-14 | 13F | Fmr Llc | 58 | -3.33 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 237 | 4 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 2,549 | 1.31 | 48 | 2.13 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,564 | 0.00 | 29 | 0.00 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 19,783 | 0.75 | 373 | -0.27 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 6,856 | 129 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 635,671 | 5.40 | 11,970 | 4.24 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10,222 | 57.02 | 192 | 64.10 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 26,643 | 9.55 | 502 | 8.21 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 32,941 | -24.03 | 620 | -24.85 | ||||
| 2025-07-23 | 13F | Nelson Capital Management, LLC | 24,692 | 1.48 | 465 | 0.22 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 12,242 | -2.26 | 231 | -3.36 | ||||
| 2025-07-17 | 13F | SWS Partners | 265,414 | 6.50 | 4,998 | 5.33 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 121,199 | -2.32 | 2,282 | -3.39 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 67,139 | -2.57 | 1,264 | -3.66 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 118,666 | 149.65 | 2,234 | 146.85 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 70 | 0 | ||||||
| 2025-07-08 | 13F/A | Adams Asset Advisors, LLC | 49,806 | 938 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 300 | 0.00 | 6 | 0.00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 58,549 | -16.36 | 1,102 | -17.27 | ||||
| 2025-06-02 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | IFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 61,157 | -5.71 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 216 | 6.40 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 5,448 | 102 | ||||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 947,579 | -2.08 | 17,843 | -3.16 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 811 | -16.13 | 15 | -16.67 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 13,079 | -40.21 | 250 | -39.02 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 33,958 | -0.70 | 639 | -1.84 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 4,693 | -10.64 | 88 | -12.00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 10,944 | -12.40 | 0 | |||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 364,576 | -12.11 | 6,865 | -13.09 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 129,976 | 8.11 | 2,447 | 6.90 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 144 | -23.40 | 3 | -33.33 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 37,601 | 6.94 | 708 | 5.83 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 29,932 | -10.55 | 564 | -11.62 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 59,338 | -22.39 | 1,117 | -23.23 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 140,669 | -57.27 | 2,649 | -57.75 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 578 | -75.52 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 828 | 16 | ||||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1,016 | -14.69 | 19 | -17.39 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4,170,782 | -26.52 | 78,536 | -27.33 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1,248 | -10.22 | 23 | -11.54 | ||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 366,000 | 6,892 | ||||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 7 | 0.00 | 0 | |||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 361,425 | 6.68 | 6,806 | 5.50 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 90,238 | 9.29 | 1,699 | 8.08 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 19,755 | -12.84 | 372 | -13.92 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 500 | 10 | ||||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 47,906 | 7.36 | 902 | 6.24 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 63,950 | 69.42 | 1,204 | 67.69 | ||||
| 2025-07-30 | NP | ALTY - Global X SuperDividend Alternatives ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 334,958 | 3.41 | 6,267 | -2.57 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 72,192 | -14.08 | 1,359 | -15.01 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 38,923 | 282.87 | 733 | 279.27 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | North Capital, Inc. | 100 | 2.04 | 2 | 0.00 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 1,387,356 | 746.94 | 25,985 | 701.26 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 267,231 | -1.89 | 5,032 | -2.99 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 32,626 | 614 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 39 | 0.00 | 1 | |||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 14,843 | -3.62 | 279 | -4.78 | ||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 97,354 | 5.62 | 1,833 | 4.50 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,446 | 0.00 | 27 | 0.00 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 19,559 | -15.88 | 368 | -16.74 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 560,892 | -21.84 | 10,562 | -22.70 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 27,377 | -0.80 | 516 | -1.90 |
