Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund termasuk Proficio Capital Partners LLC, Signature Estate & Investment Advisors Llc, Advisors Preferred, LLC, Affinity Wealth Management Llc, QMLFX - Quantified Market Leaders Fund Investor Class Shares, QTSSX - Quantified Tactical Sectors Fund Investor Class Shares, Simon Quick Advisors, Llc, QAI - IQ Hedge Multi-Strategy Tracker ETF, Foronjy Financial Llc, Ttp Investments, Inc., Gamco Investors, Inc. Et Al, Compass Wealth Management, LLC/GA, Capula Management Ltd, MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class, Global View Capital Management LLC, Ethos Financial Group, LLC, First International Bank of Israel Ltd., BTG Pactual Asset Management US LLC, Cypress Capital Group, dan Collier Financial .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 4,110 | 10.81 | 446 | 24.93 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 18,198 | 165.51 | 1,975 | 198.64 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 75,557 | 63.57 | 8,200 | 84.06 | ||||
| 2025-08-05 | 13F | Ciovacco Capital Management LLC | 60,838 | 45.62 | 6,603 | 63.86 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 76 | 8 | ||||||
| 2025-08-08 | 13F | Bailard, Inc. | 12,739 | 4.94 | 1,383 | 18.12 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9,660 | 25.16 | 1,048 | 40.86 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,576 | 2.60 | 171 | 15.54 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 2,293 | 247 | ||||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 3,035,947 | 53.91 | 329,494 | 73.19 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 33,969 | 26.37 | 3,687 | 42.21 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 22,565 | 255.69 | 2,449 | 300.65 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 600,296 | 17.74 | 64,513 | 31.17 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 11,199 | 85.97 | 1,215 | 109.48 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 111,605 | 12.41 | 12,112 | 26.48 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 384 | 46.56 | 42 | 64.00 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 19,055 | 20.24 | 2,068 | 2.99 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 6,229 | 21.54 | 676 | 36.84 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 352,443 | 3.03 | 38,251 | 15.93 | ||||
| 2025-07-28 | 13F | Essex LLC | 60,788 | 0.28 | 6,597 | 12.85 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 440,017 | 1.50 | 47,755 | 14.21 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 3,989 | 1.86 | 433 | 14.59 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 15,229 | 2.79 | 1,653 | 15.61 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 25,721 | 2,792 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 83 | 9 | ||||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 1,924 | 209 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 9,942 | 13.27 | 1,079 | 27.54 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 435,218 | 19.23 | 47,234 | 34.17 | ||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 24,581 | 6.63 | 2,668 | 19.97 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 16,344 | 0.62 | 1,774 | 13.22 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 1,868 | 203 | ||||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 5,321 | 4.31 | 577 | 17.52 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 28,446 | 635.23 | 3,087 | 727.61 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 4,245 | 30.82 | 461 | 47.44 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 27,103 | 2,941 | ||||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 12,868 | 12.18 | 1,397 | 26.22 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 6,222 | 6.16 | 675 | 19.47 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15,842 | 340.30 | 1,719 | 395.39 | ||||
| 2025-07-11 | 13F | Ttp Investments, Inc. | 52,657 | 5,715 | ||||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 5,015 | 544 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 30,349 | 7.10 | 3,294 | 20.49 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 181,875 | 22.55 | 19,739 | 37.89 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 34,866 | 38.89 | 3,756 | 55.04 | ||||
| 2025-08-26 | NP | LCR - Leuthold Core ETF | 70,531 | 2.54 | 7,655 | 15.38 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 173,085 | 4.17 | 18,785 | 17.21 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 50,277 | 40.68 | 5,457 | 58.33 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 991,272 | 40.32 | 107,583 | 57.90 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 1,205,556 | 67.90 | 130,862 | 89.00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 94,603 | 24.94 | 10,267 | 40.61 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 1,876 | 201 | ||||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 201,883 | 2,134.45 | 21,910 | 2,415.50 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 28,538 | 29.60 | 3,055 | 42.38 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 12,066 | 0.70 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 73,016 | 0.12 | 7,924 | 12.67 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 9,972 | 22.81 | 1,082 | 38.19 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 2,516 | 1.45 | 273 | 14.23 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 8,497,100 | 61.14 | 922,190 | 81.32 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 15,118 | 6.60 | 1,641 | 19.97 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 47,545 | 0.78 | 5,160 | 13.41 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 162 | 18 | ||||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 22,933 | 2,489 | ||||||
| 2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 29,947 | 29.67 | 3,250 | 45.94 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 2,492 | 0 | ||||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 793,536 | 3.57 | 85,448 | 15.63 | ||||
| 2025-08-07 | 13F | Capitol Family Office, Inc. | 11,709 | 0.54 | 1,271 | 13.09 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 62,543 | 6,788 | ||||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 21,512 | 1.50 | 2,335 | 14.19 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 2,356 | 5.65 | 256 | 18.60 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5,600 | 608 | ||||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 3,668 | 398 | ||||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 19,430 | 4.74 | 2,108 | 17.97 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 19,714 | 0.59 | 2,140 | 13.17 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 765,427 | 12.15 | 83,073 | 26.20 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 2,003 | 217 | ||||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 3,034 | 329 | ||||||
| 2025-08-14 | 13F | FIL Ltd | 168,462 | 55,133.44 | 18,283 | 62,944.83 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 24,099 | 3.13 | 2,615 | 16.07 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 242,051 | 78.63 | 26 | 100.00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 155 | 0 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 6,290 | 37.07 | 683 | 54.30 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 7,935 | 861 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 87,121 | 15.19 | 9,455 | 29.63 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 5,015 | 544 | ||||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 52,193 | 4.81 | 5,665 | 17.95 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2,836 | 22.72 | 308 | 38.29 | ||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 16,166 | 16.64 | 1,754 | 31.29 | ||||
| 2025-06-26 | NP | SSUS - Day Hagan/Ned Davis Research Smart Sector ETF | 495,051 | 6.72 | 47,248 | -0.52 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 124 | 416.67 | 13 | 550.00 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 8,995 | 14.37 | 976 | 28.76 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 672 | 0.30 | 73 | 12.50 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 10,007 | 0.01 | 1,086 | 12.54 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 17,792 | 33.35 | 1,931 | 50.16 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 43,724 | 11.91 | 4,745 | 25.93 | ||||
| 2025-05-05 | 13F | CBIZ Investment Advisory Services, LLC | 108 | 10 | ||||||
| 2025-07-14 | 13F | Matrix Trust Co | 39,582 | 7.23 | 4 | 33.33 | ||||
| 2025-07-21 | 13F | Grassi Investment Management | 5,551 | 3.64 | 1 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 14,669 | 24.17 | 1,592 | 39.77 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | Call | 21,000 | 2,279 | |||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1,116 | 121 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 100,639 | 11.60 | 10,922 | 25.58 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 30,823 | 14.57 | 3,345 | 28.95 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 118,262 | 3.89 | 12,835 | 16.91 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 2,849 | 831.05 | 309 | 965.52 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 47,938 | 30.97 | 5,203 | 47.37 | ||||
| 2025-06-30 | NP | TACK - Fairlead Tactical Sector ETF | 288,654 | 3.67 | 27,549 | -3.36 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 6,434 | 700 | ||||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 1,869 | 203 | ||||||
| 2025-06-30 | NP | NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF | 17,197 | 5.03 | 1,744 | 4.37 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 5,329 | 1.54 | 578 | 14.23 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 171,791 | 42.23 | 18,690 | 60.75 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 3,121 | 339 | ||||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 5,910 | 21.11 | 641 | 36.38 | ||||
| 2025-07-14 | 13F | CHICAGO TRUST Co NA | 2,826 | 307 | ||||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 1,897 | 8.96 | 206 | 22.75 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 74,341 | 6,652.13 | 5 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 1,978 | 215 | ||||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 298 | 32 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 111,238 | 12 | ||||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 105,670 | 1.73 | 11,468 | 14.47 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 65,468 | 54.79 | 7,105 | 74.18 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 6,696 | 0.78 | 727 | 13.44 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4,627 | 2.57 | 502 | 15.40 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 24,443 | 156.70 | 2,653 | 188.89 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 669 | 35.70 | 65 | 60.00 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 110 | 900.00 | 12 | 1,000.00 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 6,104 | 4.68 | 662 | 17.79 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 115,093 | 21.20 | 12,491 | 36.38 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 16,650 | 132.44 | 1,807 | 161.88 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5,505,595 | 29.43 | 597,522 | 45.64 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 1,039,756 | 55.51 | 112,845 | 74.99 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3,000 | 26.80 | 326 | 31.58 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 1,976 | 214 | ||||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 59,537 | 6,462 | ||||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 40 | 4 | ||||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 1,049,818 | 4.74 | 113,937 | 17.86 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 9,702 | 1,053 | ||||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 10,183 | 1,105 | ||||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 20,862 | 39.44 | 2,264 | 56.90 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 4,977 | 0.44 | 540 | 13.21 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 5,518 | 17.76 | 599 | 32.59 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 375 | 0.54 | 41 | 5.26 | ||||
| 2025-08-13 | 13F | McCollum Christoferson Group LLC | 44,780 | 2.72 | 4,860 | 15.58 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 85,777 | 6.79 | 9,309 | 20.16 | ||||
| 2025-08-28 | NP | SNAV - Mohr Sector Navigator ETF | 17,520 | 1,901 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 5,396 | 0.02 | 581 | 13.04 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 5,071 | 0.02 | 550 | 12.47 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 564,550 | 3,686.89 | 61,271 | 4,163.74 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 43,300 | 4,699 | ||||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 220,520 | 9.76 | 23,933 | 23.51 | ||||
| 2025-08-28 | NP | CHDEX - Cullen High Dividend Equity Fund Retail Class | 188,950 | 18.32 | 20,507 | 49.91 | ||||
| 2025-05-15 | 13F | IronBridge Private Wealth, LLC | 35,675 | 3,441 | ||||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 26,148 | 4.83 | 2,838 | 17.96 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 24,933 | 17.16 | 2,706 | 31.82 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10,376,636 | 43.03 | 1,126,176 | 60.95 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 118,575 | 2,108.51 | 12,869 | 2,388.97 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 46,884 | 8.19 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 23,648 | 35.47 | 2,566 | 52.47 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 21,098 | 2,290 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 22,430 | 29.21 | 2,435 | 45.40 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 36,657 | 7.02 | 3,978 | 20.44 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 2,032 | 221 | ||||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 62,013 | 8.44 | 6,663 | 20.82 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 680,902 | 34.99 | 73,898 | 51.90 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 42,088 | 105.31 | 4,568 | 131.01 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 1,944 | 211 | ||||||
| 2025-07-23 | 13F | IMZ Advisory Inc | 198,048 | 2.57 | 21,031 | 12.93 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 35,832 | 3,889 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 27,279 | 0.78 | 2,961 | 13.41 | ||||
| 2025-08-14 | 13F | Bank of Marin | 20,230 | 2,196 | ||||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 23,951 | 2,599 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 7,772 | 0.82 | 843 | 13.46 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 18,195 | 1,975 | ||||||
| 2025-07-14 | 13F | Stapp Wealth Management, Pllc | 17,357 | 1,884 | ||||||
| 2025-07-28 | NP | AGOX - Adaptive Growth Opportunities ETF | 240 | -73.36 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 669,883 | 45.13 | 72,702 | 63.31 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 49,980 | 2,625.19 | 5,424 | 2,981.82 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 89,035 | 6.46 | 9,663 | 19.79 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 6,267 | 0.02 | 680 | 12.58 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 47,532 | 33.18 | 5,159 | 49.85 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 1,060,776 | 4,057.79 | 115 | 5,650.00 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 1,980 | 215 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 28 | 3 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,358 | 582.41 | 131 | 589.47 | ||||
| 2025-08-04 | 13F | Analyst IMS Investment Management Services Ltd. | 200,550 | 20.03 | 22 | 31.25 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 4,674 | 11.95 | 507 | 26.12 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 4,829 | 4.21 | 524 | 17.49 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 8,186 | 11.39 | 878 | 24.01 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 12,892 | 1.22 | 1,399 | 13.93 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 13,094 | 515.90 | 1,421 | 593.17 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 416,487 | 27.89 | 45 | 45.16 | ||||
| 2025-08-15 | 13F | Concentric Capital Strategies, LP | 3,604 | 391 | ||||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 61,763 | 5.05 | 6,703 | 18.22 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 97,550 | 3.57 | 10,587 | 16.55 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 2,260 | 38.74 | 245 | 56.05 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 2,357 | 0.04 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6,248 | 19.15 | 678 | 34.26 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 551 | 0.36 | 60 | 13.46 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 4,188 | 16.08 | 455 | 30.84 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | Call | 23,100 | 2,507 | |||||
| 2025-07-31 | 13F | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 164,249 | 84.83 | 17,837 | 108.22 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 5,975 | 38.47 | 648 | 55.77 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1,404 | 2.93 | 152 | 16.03 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 7,415 | 3.17 | 805 | 16.02 | ||||
| 2025-09-03 | 13F | Q3 Asset Management | 7,150 | 1 | ||||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1,665 | 181 | ||||||
| 2025-08-05 | 13F | Marion Wealth Management | 29,768 | 0.91 | 3,231 | 13.53 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 93,941 | 51.67 | 10,116 | 70.60 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 8,511 | 3.31 | 920 | 29.62 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 9,617 | 5.89 | 1,044 | 19.06 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 4,263 | 0 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 7,687 | 5.30 | 834 | 18.47 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 411,261 | 8.25 | 44,634 | 21.81 | ||||
| 2025-06-25 | NP | RECS - Columbia Research Enhanced Core ETF | 77,238 | 194.45 | 7,372 | 174.53 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 67,667 | 4.15 | 7,344 | 17.19 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 181,894 | 2,313.99 | 19,741 | 2,619.01 | ||||
| 2025-07-18 | 13F | Hudson Value Partners, LLC | 19,847 | 63.48 | 2,154 | 84.10 | ||||
| 2025-08-07 | 13F | PFG Advisors | 114,743 | 9.72 | 12,453 | 23.47 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 711,030 | 3.70 | 77,171 | 16.69 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 7,134 | 0.92 | 774 | 13.66 | ||||
| 2025-08-07 | 13F | Financially Speaking Inc | 46,424 | 165,700.00 | 5,038 | 251,800.00 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 28,819 | 1.46 | 3,128 | 14.17 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 2,270 | 7.08 | 246 | 20.59 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 5,033 | 49.26 | 546 | 68.00 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 368 | 40 | ||||||
| 2025-08-07 | 13F | Encompass More Asset Management | 26,417 | 228.65 | 2,867 | 269.94 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 930,637 | 3.04 | 101,002 | 15.95 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 4,501 | 390.31 | 488 | 454.55 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 38,377 | 15.15 | 4,165 | 53.07 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 3,022 | 328 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 55,431 | 235.46 | 6,016 | 277.59 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1,289 | 140 | ||||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 2,038 | 221 | ||||||
| 2025-07-22 | 13F/A | Kingstone Capital Partners Texas, LLC | 31,169 | 31.53 | 3,381 | 47.96 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 43,715 | 2.81 | 4,744 | 15.68 | ||||
| 2025-07-15 | 13F | Herbst Group, Llc | 22,467 | 0.60 | 2,438 | 13.18 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 8,029 | 4.11 | 871 | 17.23 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 106,578 | 11,485 | ||||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 4,514 | 10.29 | 490 | 24.11 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 1,926 | 209 | ||||||
| 2025-07-18 | 13F | Donald L. Hagan, LLC | 25,734 | 92.97 | 2,793 | 117.11 | ||||
| 2025-08-11 | 13F | ARS Investment Partners, LLC | 12,782 | 19.83 | 1,387 | 34.40 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 4,320 | 32.47 | 469 | 49.04 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 312,666 | 33,693 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 72,018 | 15.69 | 7,816 | 29.70 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 10,235 | 206.99 | 1,111 | 245.79 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 201 | 22 | ||||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 49,358 | 4.73 | 5,357 | 17.84 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 2,342 | 16.11 | 254 | 30.93 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 197,700 | 157.09 | 21,456 | 189.28 | |||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 360,239 | 39,097 | ||||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 940,952 | 1,343 | ||||||
| 2025-07-31 | 13F | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 458,927 | 91.10 | 49,837 | 115.27 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 30,014 | 33.92 | 3,257 | 50.72 | ||||
| 2025-08-14 | 13F | Family Management Corp | 123 | 339.29 | 13 | 550.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 80,463 | 35.56 | 8,733 | 52.55 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 2,503 | 8.35 | 272 | 22.07 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 562 | 1,024.00 | 61 | 1,400.00 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 29,965 | 50.25 | 3,252 | 69.11 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 11,692 | 70.84 | 1,269 | 92.12 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 3,254 | 14.54 | 353 | 28.83 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 4,335 | 4.31 | 470 | 17.50 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 7,955 | 271.56 | 863 | 318.93 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 1,998 | 217 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 120,100 | 13,034 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 57,786 | 6.63 | 6,271 | 20.00 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 267 | 29 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 26,739 | 8.79 | 2,902 | 22.41 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 14,161 | 10.80 | 1,537 | 24.68 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 2,715 | 2.14 | 295 | 14.84 | ||||
| 2025-06-03 | 13F | Invst, LLC | 5,024 | 485 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1,839 | 0.11 | 200 | 12.43 | ||||
| 2025-07-11 | 13F | CMH Wealth Management LLC | 94,868 | 0.20 | 10,296 | 12.76 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 31,724 | 6.63 | 3,443 | 20.01 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 35,254 | 185.00 | 3,826 | 220.70 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 20,669 | 18.69 | 2,243 | 33.59 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 14,620 | 1,410 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 18,434 | 333.84 | 2,001 | 386.62 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 701,979 | 3.43 | 76,186 | 16.38 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 2,910 | 316 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,044 | 113 | ||||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 389 | 218.85 | 42 | 281.82 | ||||
| 2025-08-28 | NP | CVLFX - Cullen Value Fund Class C | 7,098 | 65.53 | 770 | 109.81 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 1,452 | 1.75 | 158 | 14.60 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 50 | 5 | ||||||
| 2025-07-18 | 13F | Loudon Investment Management, LLC | 11,116 | 29.11 | 1,206 | 45.30 | ||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 1,960 | 213 | ||||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 2,370 | 257 | ||||||
| 2025-08-14 | 13F | Peak6 Llc | Call | 19,900 | 51.91 | 2,160 | 70.94 | |||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2,402,387 | 13,620.87 | 22 | -98.70 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 7,345 | 55.55 | 797 | 75.16 | ||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 5,570 | 0.09 | 605 | 12.69 | ||||
| 2025-07-24 | 13F | Total Wealth Planning & Management, Inc. | 3,524 | 35.38 | 382 | 52.19 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 100,459 | 30.88 | 10,903 | 47.28 | ||||
| 2025-08-14 | 13F | UBS Group AG | Put | 302,800 | 32,863 | |||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 23,949 | 2.94 | 2,599 | 15.82 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 233,663 | 0.66 | 25,359 | 13.27 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 122,057 | 286.59 | 13,247 | 335.01 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3,586,889 | 0.31 | 389,285 | 12.87 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 53,200 | 649.30 | 5,774 | 744.01 | |||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 71,072 | 12.33 | 7,713 | 26.40 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6,046 | 13.63 | 656 | 27.88 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 158,799 | 125.21 | 17,234 | 153.44 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 48,200 | 161.96 | 5,231 | 194.87 | |||
| 2025-07-07 | 13F | RDA Financial Network | 3,640 | 395 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 13,671 | 0.10 | 1,484 | 12.60 | ||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 137,816 | 0.28 | 14,957 | 12.85 | ||||
| 2025-06-27 | NP | BUYW - Main BuyWrite ETF | 705,200 | 9.88 | 67,304 | 2.43 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 5,783 | 34.80 | 542 | 30.60 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 15,990 | 1,735 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 22,947 | 25.81 | 2,490 | 41.56 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 32,291 | 3,106.65 | 3,505 | 3,512.37 | ||||
| 2025-08-13 | 13F | Capula Management Ltd | Put | 32,500 | 3,527 | |||||
| 2025-07-23 | 13F | Charter Trust Co | 83,876 | 18.67 | 9,103 | 33.53 | ||||
| 2025-08-13 | 13F | Capula Management Ltd | Call | 32,500 | 3,527 | |||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 5,245 | 15.96 | 569 | 30.21 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 75,751 | 132.81 | 8,221 | 161.98 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 2,450 | 266 | ||||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 17,612 | 2.34 | 1,911 | 15.19 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 2,672 | 290 | ||||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 582 | 211.23 | 63 | 250.00 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 5,751 | 18.48 | 624 | 33.33 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 11,798 | 1,280 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Boltwood Capital Management | 18,030 | 1.37 | 1,957 | 14.05 | ||||
| 2025-07-31 | 13F | DDD Partners, LLC | 19,608 | 1.88 | 2,128 | 14.66 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 101 | 11 | ||||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 21,443 | 0.55 | 2 | 0.00 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 91,418 | 8,725 | ||||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 83,772 | 2.66 | 9,092 | 15.51 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 215,703 | 22.42 | 23,410 | 37.75 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 4,887 | 25.63 | 530 | 41.33 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 2,345 | 255 | ||||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 21,334 | 140.17 | 2,315 | 170.44 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 43,975 | 450.17 | 4,773 | 519.74 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 4,136 | 2.50 | 449 | 15.17 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 2,199 | 239 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 17,476 | 2.55 | 1,897 | 15.40 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 724,802 | 3.04 | 78,663 | 15.94 | ||||
| 2025-07-11 | 13F | Petredis Investment Advisors Llc | 147,010 | 2.73 | 15,955 | 15.60 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 8,335 | 59.46 | 905 | 79.37 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 4,653 | 3.93 | 505 | 16.94 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 8,494,352 | 2.47 | 921,892 | 15.30 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 80,515 | 6.20 | 8,738 | 19.50 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 47,636 | 5 | ||||||
| 2025-08-12 | 13F | Main Management LLC | 908,983 | 0.84 | 99 | 13.95 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 69,445 | 34.55 | 7,537 | 51.39 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 38,258 | 16.84 | 4,153 | 31.51 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5,823 | 42.16 | 632 | 60.00 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 16,779 | 23.82 | 1,821 | 39.43 | ||||
| 2025-08-12 | 13F | CFC Planning Co LLC | 19,901 | 13.73 | 2,160 | 27.98 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 501,536 | 3.56 | 54,432 | 16.53 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 1,315 | 41.40 | 143 | 59.55 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 48,489 | 82.08 | 5,262 | 104.91 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 3,175 | 3.25 | 345 | 16.22 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 11,576 | 15.66 | 1,256 | 30.16 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 8,936 | 38.14 | 970 | 55.45 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 2,060 | 224 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 428,320 | 3.85 | 46,486 | 16.86 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 9,016 | 979 | ||||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 15,564 | 434.66 | 1,666 | 535.88 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 10,323 | 11.74 | 1 | |||||
| 2025-08-14 | 13F | DRW Securities, LLC | 43,494 | 4,720 | ||||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 3,753 | 69.05 | 407 | 90.19 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 13,756 | 4,884.06 | 1 | |||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 11,800 | 47.56 | 1,267 | 64.33 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 15,775 | 23.03 | 1,712 | 38.51 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 90,769 | 0.96 | 10 | 12.50 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 1,583 | 44.57 | 172 | 62.86 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 249 | 0.40 | 27 | 13.04 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 717,482 | 6.32 | 77,868 | 19.64 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 7,232 | 3.45 | 785 | 16.32 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 1,750 | 0.17 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 41,524 | 15,748.85 | 4,507 | 17,924.00 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 2,386 | 257 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 253,733 | 4.05 | 28 | 17.39 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 55,984 | 1.43 | 6,076 | 14.13 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 169,238 | 5.76 | 18,367 | 19.01 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3,218 | 89.07 | 349 | 139.04 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 247,839 | 56.12 | 26,620 | 73.86 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 22,759 | 0.29 | 2,470 | 12.89 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 96,800 | 356.60 | 10,506 | 413.94 | |||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 43,890,177 | 2.18 | 4,763,401 | 14.98 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 946 | 96 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 117,668 | 17.38 | 12,771 | 34.49 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 70 | 600.00 | 8 | |||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 115,912 | 95.39 | 12,580 | 119.87 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 14,015 | 21.89 | 1,521 | 37.27 | ||||
| 2025-07-16 | 13F | FCG Investment Co | 1,970 | 214 | ||||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 63,752 | 2.76 | 6,919 | 15.64 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 4,672 | 19.46 | 507 | 34.48 | ||||
| 2025-07-11 | 13F | Phillips Wealth Planners LLC | 11,369 | 3.27 | 1,214 | 20.82 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 2,700 | 26.76 | 292 | 42.65 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 210 | 0.48 | 23 | 10.00 | ||||
| 2025-08-12 | 13F | Main Management Fund Advisors LLC | 739,200 | 8.39 | 80 | 23.08 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 97,421 | 25.94 | 10,573 | 41.72 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 36,200 | 0.24 | 3,929 | 12.97 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 1,838,075 | 25.62 | 199,486 | 41.36 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 1,995 | 217 | ||||||
| 2025-04-15 | 13F | Collier Financial | 18,002 | 1,736 | ||||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 4,388 | 6.76 | 476 | 20.20 | ||||
| 2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 794,100 | 1,700.68 | 86 | 2,050.00 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 71,542 | 2.97 | 7,764 | 15.86 | ||||
| 2025-08-14 | 13F | Monetary Management Group Inc | 6,550 | 3.15 | 711 | 16.01 | ||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 9,529 | 23.02 | 1,034 | 38.42 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 3,734,466 | 46.25 | 405,302 | 64.57 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 35 | 288.89 | 4 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 88 | 0 | ||||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 3,413 | 370 | ||||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 2,745 | 11.40 | 265 | 10.92 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 56,991 | 0.18 | 6,185 | 12.72 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 178,360 | 102.58 | 19,358 | 127.94 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 10,456 | 12.20 | 1,135 | 26.28 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 31,420 | 6.42 | 3,030 | 6.02 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 2,489 | 267 | ||||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 3,138 | 0.10 | 341 | 12.58 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 7,306 | 133.94 | 793 | 163.12 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 2,591,768 | 6.96 | 281 | 20.60 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 22,349 | 2,426 | ||||||
| 2025-05-06 | 13F | JPL Wealth Management, LLC | 4,030 | 28.34 | 329 | 8.58 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 2,941 | 319 | ||||||
| 2025-07-22 | 13F | Red Tortoise LLC | 276 | 0.36 | 30 | 11.54 | ||||
| 2025-07-30 | NP | EQL - Alps Equal Sector Weight ETF | 468,445 | 6.62 | 47,500 | 6.00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 3,968 | 20.79 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 6,439,543 | 16.74 | 698,884 | 31.36 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 230,601 | 25,027 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 52,201 | 13.04 | 5,665 | 27.19 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 909 | 2.25 | 99 | 13.95 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 140,977 | 8.64 | 15,300 | 22.24 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 93,978 | 124.93 | 10,114 | 156.54 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 4,573 | 7.45 | 489 | 21.95 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 3,982 | 0.08 | 432 | 13.68 | ||||
| 2025-08-14 | 13F | Straightline Group Llc | 16,536 | 3.94 | 1,794 | 18.89 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 23,260 | 41.36 | 2,524 | 59.04 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 74,759 | 0.21 | 8,114 | 12.76 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 953 | 0.32 | 103 | 13.19 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 6,488 | 3.48 | 704 | 16.56 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 45,620 | 1.81 | 4,951 | 14.58 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 31,146 | 0.14 | 3,380 | 12.70 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 30 | 3 | ||||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 8,147 | 19.27 | 884 | 34.35 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4,868 | 54.29 | 528 | 73.68 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 174,919 | 12.71 | 18,984 | 26.83 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 13,742 | 1.43 | 1,491 | 14.17 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 25,800 | 2,800 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 114 | 12 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2,778 | 0.22 | 302 | 12.73 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 83,162 | 2.15 | 9,026 | 14.94 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 45,118 | 1.38 | 4,897 | 14.10 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 5,226 | 13.88 | 567 | 28.28 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 26,872 | 10.42 | 2,916 | 24.24 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 257,549 | 1.13 | 27,952 | 13.80 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 10,500 | 1,140 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 69,692 | 73.41 | 7,564 | 95.12 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 2,263 | 246 | ||||||
| 2025-07-16 | 13F | American National Bank | 300 | 1,011.11 | 33 | 1,500.00 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 12,098 | 1.98 | 1,313 | 14.69 | ||||
| 2025-04-01 | NP | MSMR - McElhenny Sheffield Managed Risk ETF | 141,162 | 29.40 | 14,452 | 54.42 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 8,070 | 32.62 | 876 | 49.32 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 103,900 | 19.22 | 11,276 | 34.16 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 16,478 | 3.38 | 1,788 | 16.33 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 1,800 | 195 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 1,918 | 208 | ||||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 44,433 | 0.42 | 4,822 | 13.01 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 14,339 | 1.27 | 1,556 | 13.99 | ||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 1,483 | 12,258.33 | 161 | 15,900.00 | ||||
| 2025-06-30 | NP | Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF | 304,028 | 47.23 | 29,016 | 37.25 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 12,143 | 1.22 | 1,318 | 13.83 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 2,330 | 253 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 361,855 | 48.63 | 39,272 | 67.25 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 4,149 | 0.24 | 450 | 12.78 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 122,492 | 0.05 | 13,294 | 12.58 | ||||
| 2025-07-29 | NP | MPRO - Monarch ProCap ETF | 246,048 | 39.91 | 24,949 | 39.08 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 2,079 | 226 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 4,565 | 100.31 | 495 | 126.03 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 1,910 | 207 | ||||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 49,077 | 1.69 | 5,326 | 14.44 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 7,380 | 2.99 | 795 | 27.20 | ||||
| 2025-08-13 | 13F | Morton Community Bank | 23,490 | 2.26 | 2,549 | 15.08 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 1,873 | 0 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 5,707 | 12.17 | 619 | 26.33 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 6,695 | 1.72 | 727 | 14.51 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1,307 | 473.25 | 142 | 571.43 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 15,665 | 0.30 | 1,700 | 12.88 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 5,399 | 9.76 | 586 | 23.42 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 2,964 | 322 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 1,115 | 7.11 | 121 | 21.00 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 34,304 | 146.63 | 3,692 | 175.32 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 210,610 | 5,960.72 | 22,857 | 6,722.99 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 2,027 | 220 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 40,915 | 10.70 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 68,719 | 2.11 | 7,458 | 14.90 | ||||
| 2025-08-14 | 13F | Optiver Holding B.V. | 636 | 69 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 91,648 | 7.78 | 9,947 | 21.28 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 158 | 56.44 | 15 | 66.67 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 9,051 | 8.64 | 982 | 22.29 | ||||
| 2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 24,443 | 156.70 | 2,653 | 188.89 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 17,652 | 1.66 | 1,916 | 14.40 | ||||
| 2025-08-12 | 13F | Main Management ETF Advisors, LLC | 2,968,510 | 232.71 | 322 | 75.00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 222 | 200.00 | 21 | 200.00 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 25,083 | 4.42 | 2,722 | 17.53 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 4,521 | 0.24 | 491 | 12.90 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 37,823 | 4,105 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 168,062 | 44.10 | 18,240 | 62.15 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 3,151 | 342 | ||||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 22,832 | 2.30 | 2,478 | 15.10 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,146 | 6.90 | 124 | 20.39 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 16,731 | 0.41 | 1,816 | 12.94 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 9,690 | 5.62 | 1,052 | 18.89 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 3,715 | 1.36 | 403 | 14.16 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 57,903 | 6,284 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 2,123 | 230 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 40,520 | 64.72 | 4,398 | 85.37 | ||||
| 2025-07-08 | 13F | D. Scott Neal, Inc. | 185,483 | 1.23 | 20,130 | 13.91 | ||||
| 2025-08-08 | NP | QTSSX - Quantified Tactical Sectors Fund Investor Class Shares | 91,688 | 9,951 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 89,222 | 181.55 | 9,683 | 216.85 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 41,622 | 15.69 | 4,517 | 30.21 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 256,992 | 58.78 | 27,891 | 78.67 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 970,754 | 50.10 | 105 | 69.35 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 27,584 | 6.86 | 2,994 | 20.25 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2,425 | 263 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 2,040 | 221 | ||||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 2,897 | 314 | ||||||
| 2025-08-25 | NP | KOOL - North Shore Equity Rotation ETF | 7,353 | 4.09 | 798 | 17.18 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 4,269 | 10.83 | 463 | 24.80 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 436 | 16.27 | 47 | 30.56 | ||||
| 2025-08-07 | 13F | Commerce Bank | 8,755 | 29.70 | 950 | 45.93 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 3,371 | 0.12 | 359 | 10.15 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 38,960 | 0.14 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 170,761 | 44.09 | 18,533 | 62.13 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 25,237 | 16.95 | 2,724 | 30.77 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 3,486 | 378 | ||||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 2,854 | 2.04 | 275 | 0.73 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 471 | 52 | ||||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 7,455 | 12.11 | 809 | 26.21 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 91,518 | 9,932 | ||||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 34,345 | 2.90 | 4 | 0.00 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 40,496 | 3.68 | 4,395 | 16.67 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,343 | 0.01 | 1,557 | 12.51 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 8,047 | 3.17 | 873 | 16.09 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 17,164 | 38.90 | 1,863 | 56.34 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 552,500 | 83.01 | 59,963 | 105.93 | |||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 2,204 | 5.05 | 239 | 18.32 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 2,034 | 221 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 130,716 | 14,187 | ||||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 8,331 | 5.48 | 904 | 18.79 | ||||
| 2025-08-28 | NP | ICSIX - Dynamic U.S. Opportunity Fund Class I | 115,877 | 95.45 | 12,576 | 119.94 | ||||
| 2025-07-21 | 13F | Washington Growth Strategies Llc | 5,837 | 5,980.21 | 1 | |||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 15,756 | 1,710 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 3,028 | 4.05 | 329 | 17.14 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 17,183 | 56.51 | 1,865 | 76.18 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 383,374 | 26.06 | 41,608 | 41.85 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 123 | 12 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 1,019,877 | 1.76 | 110,687 | 14.50 | ||||
| 2025-08-05 | 13F | VGI Partners Ltd | 2,400 | 260 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 623 | 180.63 | 68 | 219.05 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 6,050 | 0.33 | 657 | 12.91 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 136 | 15 | ||||||
| 2025-08-13 | 13F | Constitution Capital LLC | 5,464 | 6.68 | 593 | 20.04 | ||||
| 2025-08-14 | 13F | SRB Corp | 800,774 | 12.07 | 86,908 | 26.11 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 6,929 | 5.83 | 752 | 19.18 | ||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 181,676 | 0.08 | 20 | 11.76 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 10,312 | 1,117 | ||||||
| 2025-08-08 | 13F | Creative Planning | 66,012 | 21.37 | 7,164 | 36.59 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 3,619,986 | 43.02 | 393 | 60.66 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 7,817 | 10.27 | 848 | 24.16 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 862,910 | 443.22 | 93,433 | 585.95 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 6,177 | 15.31 | 1 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 10,128,729 | 4.31 | 1,099,271 | 17.38 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 19,203 | 24.12 | 2,084 | 39.68 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 8,768 | 0.22 | 952 | 12.81 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 15,278 | 6.01 | 1,658 | 19.28 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 515 | 2,475.00 | 56 | 5,400.00 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 7,899 | 0.64 | 857 | 13.21 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 158 | 652.38 | 17 | 750.00 | ||||
| 2025-06-16 | 13F | Peterson Wealth Management | 9,447 | 14.09 | 911 | 13.73 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 68 | 1.49 | 7 | 16.67 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 8,294 | 139.78 | 900 | 170.27 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 272 | 164.08 | 30 | 222.22 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 232,697 | 66,575.36 | 25,255 | 76,427.27 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 68,726 | 16.87 | 7 | 40.00 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 55,285 | 36.24 | 6,000 | 53.34 | ||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 24,898 | 24.27 | 2,702 | 39.86 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 233,514 | 8.03 | 25,343 | 21.55 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 9,351 | 6.70 | 1,015 | 20.00 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 576 | 4.73 | 63 | 16.98 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 48,892 | 3.51 | 5,306 | 16.49 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 119,830 | 466.55 | 13,005 | 537.50 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 181,222 | 12.84 | 19,668 | 26.97 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 17,520 | 1,901 | ||||||
| 2025-07-23 | 13F | Nelson Capital Management, LLC | 31,004 | 0.78 | 3,365 | 13.38 | ||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 4,183 | 454 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 13,860 | 4.67 | 1,504 | 17.78 | ||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 290,770 | 31,557 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 34,464 | 5,285.00 | 3,740 | 6,031.15 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 46,692 | 76.64 | 5,068 | 98.78 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 80,049 | 6.24 | 8,688 | 31.82 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 5,630 | 0.46 | 611 | 13.15 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 4,056 | 26.16 | 440 | 41.94 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2,100 | 3.35 | 228 | 16.41 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 338,493 | 5.57 | 36,736 | 18.79 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1,854 | 15.09 | ||||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 5,451 | 0.37 | 592 | 13.00 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 4,320 | 469 | ||||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 288,700 | 566.37 | 31,333 | 649.93 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 3,109 | 5.32 | 337 | 18.66 | ||||
| 2025-08-08 | NP | QMLFX - Quantified Market Leaders Fund Investor Class Shares | 220,978 | 23,983 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 453 | 49 | ||||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 13,854 | 5.76 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Client First Capital LLC | 90,168 | 1.20 | 9,786 | 13.87 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 62,569 | 45.46 | 6,791 | 63.69 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 12,170 | 7.99 | 1,321 | 21.55 | ||||
| 2025-08-08 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 49,353 | 4.48 | 5,356 | 17.59 | ||||
| 2025-08-14 | 13F | KKM Financial LLC | 13,109 | 36.69 | 1,420 | 52.42 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 2,116 | 1.44 | 204 | 1.49 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 16,437 | 245.46 | 1,784 | 289.30 | ||||
| 2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 4,397 | 0.11 | 477 | 12.77 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 5,823 | 119.07 | 632 | 146.48 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 14,127 | 42.38 | 1,533 | 60.36 | ||||
| 2025-05-02 | 13F | Retirement Planning Co of New England, Inc. | 6,550 | 632 | ||||||
| 2025-08-13 | 13F | West Chester Capital Advisors, Inc | 26,758 | 0.97 | 2,904 | 13.62 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 220,422 | 60.23 | 24 | 76.92 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 89,809 | 0.20 | 9,747 | 12.75 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 6,600 | 0.76 | 716 | 13.47 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 8,500 | 1.37 | 923 | 14.11 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 5,078 | 3.36 | 551 | 16.49 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 6,899 | 0.89 | 749 | 13.51 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 174,568 | 5.72 | 18,946 | 18.96 |
