Statistik Asas
| Pemilik Institusi | 337 total, 336 long only, 0 short only, 1 long/short - change of -2.87% MRQ |
| Purata Peruntukan Portfolio | 0.2365 % - change of 34.03% MRQ |
| Saham Institusi (Panjang) | 22,022,906 (ex 13D/G) - change of -2.63MM shares -10.66% MRQ |
| Nilai Institusi (Panjang) | $ 994,812 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF (US:SPHD) telah 337 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 22,022,906 saham. Pemegang saham terbesar termasuk Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Financial Engines Advisors L.L.C., Raymond James Financial Inc, Franklin Resources Inc, Royal Bank Of Canada, Wells Fargo & Company/mn, UBS Group AG, and Avidian Wealth Solutions, LLC .
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF (ARCA:SPHD) 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 49.55 / share. Previously, on September 9, 2024, the share price was 49.66 / share. This represents a decline of 0.22% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Trust Co | 530 | 0.00 | 25 | -3.85 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 28,650 | -0.78 | 1,363 | -6.07 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 14,727 | 2.83 | 701 | -2.64 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 2,770 | -4.12 | 132 | -9.66 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 1,102 | 0.00 | 52 | -5.45 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 92,837 | 140.05 | 4,415 | 127.34 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 163,751 | -2.58 | 8 | -12.50 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 68,700 | 21.63 | 3,267 | 15.16 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 22,980 | -63.22 | 1,093 | -65.20 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 991 | 76.96 | 47 | 67.86 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 5,388 | 0.92 | 256 | -4.48 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 73,783 | 12.99 | 3,509 | 6.98 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10,917 | 1.41 | 519 | -3.89 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 222,212 | 4.63 | 10,568 | -0.94 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 255 | 0.00 | 12 | 0.00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 15,659 | -0.11 | 745 | -5.46 | ||||
| 2025-04-16 | 13F | Goldstone Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 74,036 | 1.74 | 3,594 | 4.81 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 4,907 | 0.02 | 233 | -5.28 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 180 | 0 | ||||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 53 | 0.00 | 3 | 0.00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 7,774 | 0.66 | 370 | -4.65 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 4,272 | 0.00 | 203 | -5.14 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 10,939 | 26.13 | 520 | 19.54 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5,340 | -8.87 | 255 | -13.61 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 65,408 | -7.20 | 3,111 | -12.15 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 204,709 | -10.35 | 9,738 | -15.12 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 550 | -98.62 | 26 | -98.69 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 118 | 0.00 | 6 | 0.00 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 19,541 | -7.04 | 929 | -11.94 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,828 | 23.10 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 6,437 | -3.10 | 306 | -8.11 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 1,207 | 0.00 | 57 | -5.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,927,468 | 0.07 | 139,230 | -5.25 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 7,425 | 0.36 | 353 | -4.85 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,180 | 117,900.00 | 56 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 16,555 | 12.11 | 787 | 10.38 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 15,252 | 0.00 | 725 | -5.35 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 802 | 0.00 | 38 | -5.00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 11,986 | -0.42 | 570 | -5.63 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 18,405 | -72.98 | 875 | -74.42 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1,350 | 64 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 7,476 | -6.28 | 356 | -11.25 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 8,966 | 0.00 | 426 | -5.33 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 400 | 0.00 | 19 | -5.00 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 16 | 433.33 | 1 | |||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 400 | 19 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,908 | -0.24 | 138 | -5.48 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 4,877 | 0.00 | 232 | -5.33 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 62,632 | -2.77 | 2,979 | -7.94 | ||||
| 2025-04-11 | 13F | IAM Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 19 | 0.00 | 1 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5,797 | -13.93 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 33,074 | 39.38 | 1,573 | 32.07 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 529 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 21,365 | -0.37 | 1,016 | -5.66 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 35,496 | -10.80 | 1,688 | -15.52 | ||||
| 2025-04-14 | 13F | City Center Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 116,096 | 886.46 | 5,522 | 834.18 | ||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 223,369 | 0.84 | 10,623 | -4.52 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 5,100 | 0.00 | 243 | -5.47 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,389 | -87.30 | 114 | -88.03 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 18,597 | 276.69 | 884 | 256.45 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 538,628 | -12.44 | 25,617 | -17.09 | ||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 214,253 | 10,190 | ||||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 8,115 | 0.00 | 386 | -5.41 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-08-05 | 13F | Code Waechter LLC | 18,155 | 0.00 | 863 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 29,709 | -14.49 | 1,413 | -19.08 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Heritage Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Fundamentun, Llc | 5,991 | 0.00 | 285 | -5.33 | ||||
| 2025-04-10 | 13F | Iams Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 20,028 | -2.65 | 953 | -7.84 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 280 | 0.00 | 13 | -7.14 | ||||
| 2025-07-15 | 13F | IMS Capital Management | 15,299 | -11.07 | 728 | -15.86 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,779 | -18.13 | 85 | -22.94 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 1,407 | 0.00 | 67 | -5.71 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 10,300 | -20.77 | 490 | -25.00 | ||||
| 2025-04-24 | 13F | Mascoma Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 649,590 | -43.61 | 30,894 | -46.60 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 241,738 | 25.85 | 11,497 | 19.16 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 46,772 | 15.82 | 2,224 | 9.66 | ||||
| 2025-07-17 | 13F | City Holding Co | 270 | 0.00 | 13 | -7.69 | ||||
| 2025-08-14 | 13F | UBS Group AG | 499,936 | -18.86 | 23,777 | -23.18 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 724 | 0.00 | 34 | -5.56 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 14,374 | 2.75 | 684 | -2.71 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 253 | 0 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 42,756 | -4.16 | 2,033 | -9.24 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 145,000 | 0.00 | 7 | -14.29 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 38,964 | -1.14 | 1,853 | -6.37 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 16,303 | 0.14 | 775 | -5.14 | ||||
| 2025-04-11 | 13F | Gleason Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 30,565 | 14.76 | 1,454 | 8.68 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 12,692 | -2.05 | 604 | -7.23 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 247 | -5.36 | 12 | -15.38 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 9,306 | -28.85 | 443 | -32.62 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 17,422 | -0.17 | 829 | -5.48 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 689 | -39.13 | 33 | -42.86 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 65,041 | 3,093 | ||||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 4,358 | 207 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9,698 | -0.85 | 487 | 3.18 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 670 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 21,619 | 5.73 | 1,028 | 0.10 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 8,635 | 18.53 | 411 | 12.33 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Copia Wealth Management | 5,699 | 74.02 | 271 | 65.24 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 384 | 0.00 | 18 | -5.26 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 5,250 | 0.00 | 250 | -5.32 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 93,787 | 5.77 | 4,461 | 0.16 | ||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 120,857 | -5.39 | 5,748 | -10.43 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 6,179 | 0.00 | 294 | -5.48 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 5,118 | 243 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 2,026 | -6.72 | 96 | 0.00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 73,600 | -0.21 | 3,500 | -5.51 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9,680 | 148.27 | 460 | 135.90 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 21,500 | 15.59 | 1,023 | 9.42 | |||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,822 | 330.73 | 87 | 309.52 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 44,567 | 11.77 | 2,120 | 5.84 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 9,003 | 0.92 | 428 | -4.46 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 11,896 | 22.55 | 566 | 16.02 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 4,804 | 0.92 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 1,228 | 0.90 | 58 | -4.92 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 541 | 0.00 | 26 | -7.41 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 135 | 6 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 99,283 | -75.21 | 4,722 | -76.53 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 146,762 | -7.17 | 6,980 | -12.10 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 953,740 | -2.74 | 45,360 | -7.91 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 1,417 | 0.00 | 67 | -5.63 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 15,002 | -1.31 | 713 | -6.55 | ||||
| 2025-07-15 | 13F | Northside Capital Management, LLC | 132,885 | 0.00 | 6,320 | -5.30 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 7,159 | 23.03 | 340 | 16.44 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 58,297 | 2.31 | 2,773 | -3.14 | ||||
| 2025-04-25 | 13F | Saxon Interests, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11,063 | 85.31 | 1 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 211 | -72.45 | 10 | -73.68 | ||||
| 2025-06-02 | 13F/A | Modern Wealth Management, LLC | 6,615 | -7.78 | 332 | -4.05 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 3,173 | 0.13 | 151 | -5.66 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 12,906 | 7.72 | 614 | 2.00 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 55,624 | -4.13 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 85,400 | -30.00 | 4 | -33.33 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 401,007 | -64.79 | 19,808 | -65.37 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 232,329 | -7.32 | 11,050 | -12.24 | ||||
| 2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 9,370 | 15.15 | 446 | 9.07 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 14,000 | 0.00 | 666 | -5.41 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 8,524 | 0.00 | 405 | -5.37 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 500 | 0.00 | 24 | -8.00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 18,506 | -1.65 | 880 | -6.88 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 202,522 | -5.44 | 10 | -10.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 263,884 | -14.17 | 12,550 | -18.73 | ||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 16,400 | -3.04 | 780 | -8.24 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 3,406 | -41.35 | 162 | -44.67 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 117,235 | 959.13 | 5,576 | 902.70 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 5,385 | 0.00 | 256 | -5.19 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 11,183 | 0.00 | 532 | -5.35 | ||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 2,072 | 4.28 | 99 | -1.01 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6,198 | 41.64 | 295 | 34.25 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 15,299 | -10.66 | 728 | -15.47 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3,682 | 0.00 | 175 | -4.89 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 27,732 | -8.43 | 1,319 | -13.35 | ||||
| 2025-04-18 | 13F | Optivise Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 4,120 | -8.85 | 195 | -14.54 | ||||
| 2025-04-22 | 13F | Register Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 127 | 0.00 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 11,920 | 0.00 | 567 | -5.35 | ||||
| 2025-08-08 | 13F | Creative Planning | 84,674 | -14.87 | 4,027 | -19.38 | ||||
| 2025-05-14 | 13F | West Chester Capital Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 70,452 | 34.04 | 3,561 | 30.88 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 12,304 | 65.44 | 585 | 56.84 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 107 | -52.65 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 34,146 | 5.41 | 1,624 | -0.25 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 150 | 0.00 | 7 | 0.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 644 | 3.04 | 31 | -3.23 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 3,206 | -3.17 | 152 | -8.43 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2,933 | 0.14 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 28,286 | -0.81 | 1,345 | -6.08 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 10,040 | -6.95 | 478 | -11.83 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 300 | 0.00 | 14 | -6.67 | ||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 1,587 | 0.44 | 76 | -5.06 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 8,363 | -94.79 | 398 | -95.08 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 13 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 207,929 | -29.35 | 9,889 | -33.11 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 11,810 | -6.31 | 562 | -8.63 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 317 | 0.00 | 15 | 0.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9,432 | 11.56 | 449 | 6.92 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 5,948 | 0.08 | 283 | -5.37 | ||||
| 2025-04-22 | 13F | Cherry Creek Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 70,288 | 4.09 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 6,552 | 312 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 8 | -38.46 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 7,324 | 0.08 | 348 | -5.18 | ||||
| 2025-04-25 | 13F | Crown Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 7,614 | 3.75 | 362 | -1.63 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 550 | 0.00 | 26 | -3.70 | ||||
| 2025-08-18 | 13F | Finward Bancorp | 10,612 | -1.58 | 505 | -6.84 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 3,781 | 0.00 | 190 | 3.85 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 703,661 | 5.45 | 33,466 | -0.16 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 20,583 | -55.48 | 979 | -57.88 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3,945 | -3.07 | 188 | -8.33 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 7,371 | -31.18 | 351 | -34.94 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 6,044 | 28.65 | 287 | 22.13 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 3 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 4,950 | 1.66 | 235 | -3.69 | ||||
| 2025-08-12 | 13F | Barings Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 4,800 | 228 | ||||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 65,542 | -69.16 | 3,117 | -70.80 | ||||
| 2025-08-07 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27,400 | -2.84 | 1,303 | -7.98 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 17,103 | -14.71 | 813 | -19.27 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 6,000 | 0.00 | 285 | -5.32 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 10Elms LLP | 1,363 | 0.00 | 65 | -5.88 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 67,856 | 3.86 | 3,227 | -1.65 | ||||
| 2025-08-28 | NP | BTFAX - BTS Tactical Fixed Income Fund Class A Shares | 146,891 | 6,986 | ||||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 125,770 | 31.50 | 5,998 | 24.86 | ||||
| 2025-08-28 | NP | BTSAX - BTS Managed Income Fund Class A Shares | 5,254 | 250 | ||||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 6,355 | -0.05 | 302 | -5.33 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 300 | 0.00 | 14 | -6.67 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,088 | -17.76 | 475 | -22.26 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 5,147 | -12.88 | 245 | -17.57 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9,112 | -8.39 | 433 | -12.88 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 14,198 | 0.00 | 675 | -5.33 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 12,714 | 0.55 | 605 | -4.88 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 23,393 | -8.03 | 1,113 | -12.92 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 7,799 | -22.57 | 371 | -26.73 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 130 | 6 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3,577 | -6.16 | 170 | -10.99 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 59,127 | 0.61 | 2,812 | -4.71 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 32,509 | 1.20 | 1,546 | -4.15 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 2,001 | 0.00 | 0 | |||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 10,284 | 0.00 | 489 | -5.23 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 900 | 0.00 | 43 | -6.67 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 26,072 | 6.76 | 1,240 | 1.06 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 19,541 | -7.04 | 929 | -12.03 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 44,598 | -4.03 | 2,121 | -9.13 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 418 | 0.24 | 20 | 5.56 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 16,474 | -45.93 | 783 | -48.82 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 18,119 | -4.74 | 875 | -8.38 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 12,500 | 1.38 | 1 | |||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 8,300 | 0.00 | 395 | -5.29 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 10,213 | 57.12 | 490 | 50.31 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 369 | 18 | ||||||
| 2025-08-13 | 13F | Luminist Capital LLC | 1,262 | -7.68 | 61 | -11.76 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 14,860 | -6.71 | 707 | -11.75 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,583 | 8.30 | 123 | 6.09 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 5,152 | -23.24 | 252 | -25.22 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5,426 | 0.35 | 262 | -2.96 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 318,131 | 1.58 | 15,130 | -3.82 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 12,421 | 21.54 | 591 | 15.01 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 714 | 3.48 | 34 | -2.94 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 123,321 | 2.33 | 5,865 | -3.11 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9,956 | 2.66 | 474 | -2.87 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 12,241 | 0.00 | 582 | -5.21 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 6,451 | -53.08 | 307 | -55.65 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 26 | 4.00 | 1 | 0.00 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 19,653 | 1.13 | 956 | 10.79 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 55,176 | 3.94 | 2,624 | -1.58 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 24,210 | 61.72 | 1,184 | 57.66 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 5,744 | 0.97 | 273 | -4.21 | ||||
| 2025-08-13 | 13F | Intrinsic Edge Capital Management LLC | 200,000 | 33.33 | 9,512 | 26.25 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,602 | -23.90 | 76 | -27.62 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 17 | 1 | ||||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 9,249 | -1.49 | 440 | -6.79 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 10,315 | -14.47 | 491 | -10.26 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 26,809 | 1,275 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12,616 | 167.69 | 600 | 154.24 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 4,500 | 0.00 | 217 | -3.56 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 124,924 | -8.70 | 5,941 | -13.55 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 32 | 2 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 19,744 | 2.08 | 939 | -3.30 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 915 | 0.99 | 43 | -4.44 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 5,562 | -54.22 | 265 | -56.72 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 9,348 | 2.69 | 445 | -2.84 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 90,036 | 797.22 | 4,282 | 749.60 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5,298 | 0.00 | 252 | -5.64 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 28,070 | 1,335 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 285,471 | -32.03 | 14 | -38.10 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4,445 | 211 | ||||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 294 | 6.14 | 14 | 0.00 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 23,847 | -4.73 | 1,134 | -9.79 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 16,480 | -15.57 | 784 | -20.10 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 300 | 1.01 | 0 | |||||
| 2025-07-17 | 13F | XML Financial, LLC | 198,202 | 1.71 | 9,426 | -3.70 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,214 | -72.51 | 58 | -74.21 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 5,289 | -71.74 | 252 | -73.30 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 5,460 | -1.09 | 260 | -6.50 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 755,806 | 10.25 | 35,946 | 4.39 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 63,666 | -18.70 | 3 | 0.00 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 10,915 | 0.92 | 519 | -4.42 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 240 | 1.27 | 12 | 0.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 82,296 | -15.36 | 4,005 | -17.98 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 7,700 | -82.09 | 366 | -83.05 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 9,663 | 460 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 201,773 | -4.06 | 9,596 | -3.67 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 17,011 | 0.00 | 809 | -5.27 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 115,283 | 1.11 | 5,483 | -4.28 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 93,025 | 2.40 | 4,424 | -3.02 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 15,914 | 5.47 | 757 | -0.13 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 2,565 | 22.14 | 122 | 15.24 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 2,152 | 0.00 | 102 | -5.56 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 748 | 0.67 | 36 | -5.41 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 13,723 | -15.69 | 653 | -20.20 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 25,312 | 1.81 | 1,204 | -3.61 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 11,300 | 0.00 | 537 | -5.29 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 9,801 | -44.81 | 466 | -47.76 | ||||
| 2025-04-23 | 13F | KPP Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 24 | 4.35 | 1 | 0.00 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 37,582 | 11.93 | 1,787 | 7.91 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 6,175 | -3.14 | 294 | -8.44 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 14,694 | -4.12 | 699 | -9.23 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 7,375 | 0.93 | 351 | -4.63 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 8,003 | 41.65 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 24,187 | 0.92 | 1,150 | -4.41 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,477,313 | -10.88 | 117,821 | -15.61 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 27,291 | 2.76 | 1,298 | -2.77 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 24,268 | 121.91 | 1,154 | 110.20 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 28,696 | -58.59 | 1,365 | -60.80 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 219,283 | 31.56 | 10,361 | 25.31 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 2,573 | 0.00 | 122 | -5.43 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 5,385 | 256 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 10 | 400.00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 64 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 23,900 | 27.81 | 1,137 | 20.98 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 140,275 | 1,324.26 | 6,671 | 1,250.40 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 9,218 | -0.45 | 438 | -5.81 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 28,578 | 5.76 | 1,359 | 0.15 | ||||
| 2025-05-02 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 5,639 | -30.73 | 221 | -34.23 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2,733 | 0.00 | 130 | -5.84 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 13,786 | -2.92 | 656 | -8.13 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 24,158 | 14.79 | 1,149 | 8.61 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 12,200 | -16.44 | 580 | -20.87 | |||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 751 | 0.94 | 36 | -5.41 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 437,540 | 4.11 | 20,809 | -1.42 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8,069 | 0.00 | 384 | -5.43 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 14,116 | -1.75 | 671 | -6.93 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 160,252 | 2.55 | 7,622 | -2.89 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 19,096 | 25.95 | 908 | 19.32 | ||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 79,383 | 0.02 | 3,775 | -5.29 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 35 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18,957 | -0.11 | 902 | -5.46 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 24,104 | 0.00 | 1,211 | 3.33 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 35,602 | 1.27 | 1,693 | -4.08 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 34,631 | 14.31 | 1,647 | 8.28 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 23,052 | 60.03 | 1,096 | 51.59 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 15,269 | 1.11 | 726 | -4.22 | ||||
| 2025-08-14 | 13F | Fmr Llc | 348,467 | -36.02 | 16,573 | -39.42 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 14,547 | -4.93 | 692 | -10.03 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 371,209 | 21.98 | 17,612 | 15.21 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 27,212 | 0.00 | 1,294 | -5.27 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5,797 | 20.85 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,109,919 | 0.31 | 52,788 | -5.03 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Reuter James Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9,074 | -26.48 | 432 | -30.37 | ||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 6 | 0 | ||||||
| 2025-08-06 | 13F | Washington Trust Bank | 39,746 | 0.53 | 1,890 | -4.79 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 4,954 | 0.04 | 236 | -5.24 | ||||
| 2025-05-01 | 13F | Fulcrum Equity Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3,781 | 180 | ||||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 1,853 | 0.00 | 88 | -5.38 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1,375 | 0.00 | 65 | -5.80 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4,107 | 71.05 | 195 | 62.50 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 1,610 | 0.00 | 77 | -5.00 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1,226 | 0.00 | 58 | -4.92 |
