Mga Batayang Estadistika
| Pemilik Institusional | 414 total, 412 long only, 0 short only, 2 long/short - change of 14.01% MRQ |
| Alokasi Portofolio Rata-rata | 0.2738 % - change of 18.05% MRQ |
| Saham Institusional (Jangka Panjang) | 37,819,581 (ex 13D/G) - change of 3.47MM shares 10.09% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,530,567 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Global X Funds - Global X Artificial Intelligence & Technology ETF (US:AIQ) memiliki 414 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 37,819,581 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, UBS Group AG, LPL Financial LLC, Bank Of Montreal /can/, Jpmorgan Chase & Co, Cetera Investment Advisers, Wealth Enhancement Advisory Services, Llc, Raymond James Financial Inc, and Northwestern Mutual Wealth Management Co .
Struktur kepemilikan institusional Global X Funds - Global X Artificial Intelligence & Technology ETF (NasdaqGM:AIQ) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 2, 2025 is 44.62 / share. Previously, on September 3, 2024, the share price was 34.33 / share. This represents an increase of 29.97% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 19,247 | 89.25 | 841 | 126.42 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21,584 | -16.62 | 943 | 0.21 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 14,162 | -31.46 | 619 | -17.71 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 5,364 | 234 | ||||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,247,077 | 6.05 | 54,485 | 27.36 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 3,173 | 331.70 | 139 | 430.77 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 23,622 | 77.48 | 1,032 | 113.22 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 15,107 | 34.60 | 660 | 73.42 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 49,700 | 16.67 | 2,171 | 40.15 | |||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 39,266 | 5.35 | 1,716 | 26.47 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 23,124 | 4.90 | 1,019 | 27.22 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 26,865 | 0.00 | 1,174 | 20.06 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 165,460 | 17.53 | 7,229 | 41.14 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 42,200 | -19.16 | 1,844 | -2.95 | |||
| 2025-08-04 | 13F | REDW Wealth LLC | 8,892 | -9.49 | 388 | 8.68 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 11,572 | 0.00 | 506 | 20.24 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 19,992 | 95.22 | 873 | 134.68 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 176 | 0.00 | 8 | 16.67 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 47,569 | -1.70 | 2,078 | 18.07 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 627,210 | 7.23 | 27,403 | 28.77 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 122,656 | -14.36 | 5 | 0.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 501,079 | -17.97 | 22,253 | 0.13 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 8,173 | 0.00 | 357 | 20.20 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 12,913 | 6.08 | 564 | 27.60 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 457 | 14.25 | 20 | 35.71 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 329 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 10,035 | 6.35 | 438 | 27.70 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 5,040 | 220 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Fundamentun, Llc | 24,354 | -1.77 | 1,064 | 18.09 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 11,000 | 0.00 | 481 | 20.00 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 13,354 | 13.79 | 583 | 36.85 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 33,980 | 89.95 | 1,485 | 128.31 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 5 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 103,607 | 69.30 | 4,527 | 103.32 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 12,217 | 41.74 | 539 | 71.88 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 4,731 | 207 | ||||||
| 2025-07-11 | 13F | Adirondack Trust Co | 7,022 | 0.00 | 307 | 20.00 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 59,092 | 10.99 | 2,582 | 33.32 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 78,952 | 5.35 | 3,449 | 26.52 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 30,520 | 33.97 | 1,333 | 60.99 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 315 | 14 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 149,787 | 20.54 | 6,544 | 44.78 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 317,982 | 13.44 | 13,893 | 36.24 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 11,393 | 3.01 | 498 | 23.63 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 26,070 | 3.89 | 1,139 | 24.78 | ||||
| 2025-08-07 | 13F | PFG Advisors | 6,054 | -3.90 | 264 | 15.28 | ||||
| 2025-05-19 | 13F | Ubs Asset Management Americas Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 6,028 | 304.56 | 263 | 387.04 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1,800 | 0.00 | 65 | -5.80 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 6,407 | 280 | ||||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 265,972 | 4.13 | 11,620 | 25.05 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 8,973 | 392 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 21,763 | 135.56 | 951 | 180.24 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7,628 | 10.57 | 334 | 33.20 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 9,401 | 41.37 | 411 | 70.12 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 14,755 | -1.82 | 645 | 17.95 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 4,998 | -22.39 | 218 | -6.84 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 746,660 | 24.27 | 32,622 | 49.24 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 103 | 4 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,131 | 28.38 | 49 | 53.13 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 900 | 1,700.00 | 39 | 3,800.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7,318 | 9.68 | 320 | 31.82 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5,953 | 260 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 20,833 | -62.36 | 911 | -54.74 | ||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 125,094 | 65.35 | 5,465 | 98.58 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 41,284 | -12.28 | 1,804 | 5.32 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12,588 | 550 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 7,992 | -24.33 | 350 | -9.11 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,526,255 | 2.45 | 22,279 | -58.89 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 9 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 97 | 20.00 | ||||||
| 2025-07-25 | 13F | Clarendon Private LLC | 15,714 | 0.00 | 687 | 20.14 | ||||
| 2025-05-08 | 13F | RVW Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Grange Capital, LLC | 32,664 | -2.55 | 1,427 | 17.06 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 6,431 | 0.39 | 281 | 13.36 | ||||
| 2025-05-14 | 13F | Cornerstone Select Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 18,759 | 682 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 141 | 0.00 | 6 | 20.00 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 409 | -3.76 | 18 | 13.33 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 443,374 | -7.30 | 19,371 | 7.56 | ||||
| 2025-03-28 | NP | DYNI - IDX DYNAMIC INNOVATION ETF | 129,616 | -40.52 | 5,243 | -34.22 | ||||
| 2025-07-21 | 13F | Grassi Investment Management | 23,683 | 3.16 | 1 | |||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 62,979 | -1.83 | 2,751 | 17.92 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1,565 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | K2 Principal Fund, L.p. | Put | 0 | -100.00 | 0 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 600 | 26 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 8,805 | 5.32 | 385 | 26.32 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 41,793 | 5.56 | 1,826 | 26.74 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 1,535 | 66 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 10,560 | 69.64 | 461 | 103.98 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 2,400 | 26.32 | 105 | 50.72 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 7,374 | 0.00 | 322 | 20.15 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 60,001 | 2,621 | ||||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 25 | 1 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5,429 | 237 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2,920 | 870.10 | 128 | 1,170.00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 98,273 | 83.36 | 4,294 | 120.27 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 100 | 4 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3,323,901 | 19.36 | 145,221 | 43.35 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 19,489 | 89.31 | 851 | 127.54 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 6,442 | 281 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 66,743 | 2,916 | ||||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 12,642 | 16.00 | 552 | 39.39 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 690 | 30 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 280 | 12 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4,900 | 214 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 20,294 | 67.24 | 887 | 89.32 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 10,221 | 4.34 | 447 | 25.28 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2,502 | 0 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1,182 | 1.11 | 52 | 21.43 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 7,546 | -7.18 | 338 | 13.09 | ||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 191,647 | -11.66 | 8,373 | 6.09 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 5,463 | 240 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 8,163 | 35.98 | 357 | 63.30 | ||||
| 2025-05-05 | 13F | FLC Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 137,360 | 22.82 | 6,001 | 38.88 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 100 | 0.00 | 4 | 33.33 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 200 | 0.00 | 9 | 14.29 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 22,683 | 15.52 | 991 | 38.80 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 7,640 | -13.08 | 334 | 4.39 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 8,650 | -11.28 | 378 | 6.78 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 4,729 | 207 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 10,571 | 462 | ||||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 12 | 0.00 | 1 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 38,480 | -41.14 | 1,681 | -33.37 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 123 | 5 | ||||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 4,390 | 4.52 | 192 | 25.66 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 10,669 | -52.53 | 466 | -42.96 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 542 | 0.00 | 24 | 21.05 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 7,396 | 323 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 590,139 | -7.39 | 26 | 8.70 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 209 | 20.11 | 9 | 50.00 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 12,639 | 552 | ||||||
| 2025-07-22 | 13F | James Reed Financial Services, Inc. | 32,303 | 37.36 | 1,411 | 65.03 | ||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 142,294 | -2.88 | 6,217 | 16.64 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 20,467 | 4.75 | 1 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 595 | -71.44 | 26 | -66.67 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 44,214 | 100.00 | 1,932 | 140.17 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 11,860 | 518 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 8,398 | 2.53 | 367 | 23.23 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 8,292 | 0.08 | 362 | 20.27 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3,304,892 | 2.51 | 144,391 | 23.11 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 11,384 | 22.74 | 497 | 47.48 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 42,712 | -3.99 | 1,866 | 15.33 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 7,582 | 17.86 | 332 | 41.45 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6,542,946 | 1.25 | 285,861 | 21.60 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 300 | 0.00 | 11 | -9.09 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 477 | 21 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 38,163 | 15.02 | 1,668 | 38.11 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 8,231 | 18.18 | 360 | 41.90 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 8,777 | -10.23 | 383 | 7.89 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18,559 | 14.46 | 811 | 36.82 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 115 | 15.00 | 5 | 66.67 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6,875 | -1.73 | 300 | 18.58 | ||||
| 2025-05-14 | 13F | Ameriprise Financial Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 9,300 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 21,323 | 932 | ||||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 5,155 | 225 | ||||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 13,732 | 600 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 193,696 | 27.42 | 8,463 | 53.02 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 34,895 | 78.92 | 1,525 | 114.95 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,892,842 | 19.65 | 126,388 | 43.69 | ||||
| 2025-08-14 | 13F | Fmr Llc | 12,487 | -7.37 | 546 | 11.22 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31,601 | 1,381 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 168 | 0.00 | 7 | 16.67 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1,788 | 78 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6,186 | -2.27 | 270 | 35.68 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 23,793 | 10.31 | 1,040 | 32.53 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 8,131 | -8.96 | 356 | 9.57 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 10,630 | 10.90 | 464 | 33.33 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 38,957 | 3.00 | 1,702 | 23.69 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 28,858 | -11.77 | 1,261 | 5.97 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 5,309 | -6.22 | 232 | 12.68 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 24,905 | 11.20 | 1,088 | 33.66 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 50 | 0.00 | 2 | 100.00 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 12,684 | -22.82 | 554 | -7.20 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 163,156 | 168.47 | 7,128 | 222.53 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 23,302 | 6.95 | 1,018 | 28.54 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 7,163 | 15,471.74 | 313 | 31,100.00 | ||||
| 2025-08-12 | 13F | Main Management LLC | 1,518 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 16,420 | 717 | ||||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 225 | -54.36 | 10 | -47.06 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2,694 | -12.30 | 118 | 5.41 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 8,371 | 366 | ||||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 5,843 | 255 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 500 | 100.00 | 22 | 133.33 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15,353 | 168.74 | 671 | 223.67 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 15,735 | 18.85 | 687 | 42.83 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 123,703 | -47.04 | 5,405 | -36.68 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 451 | 81.85 | 20 | 111.11 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 67,446 | -15.27 | 2,947 | 1.76 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 4 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1,135 | 78.74 | 50 | 113.04 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 30,017 | 58.74 | 1,311 | 90.83 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 58,879 | 12.33 | 2,572 | 34.94 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8,324 | -0.23 | 364 | 19.80 | ||||
| 2025-07-30 | NP | GXDW - Global X Thematic Growth ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 49,472 | 1,994 | ||||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 10,580 | -2.78 | 462 | 16.96 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 57,798 | 0.38 | 2,525 | 20.58 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 84,344 | 30.63 | 3,658 | 55.07 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 65 | 3 | ||||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 40,715 | 10.73 | 1,779 | 32.98 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 203 | 0.00 | 9 | 14.29 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 110 | -17.91 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 642,494 | -14.39 | 28,070 | 2.81 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 31,720 | 1,386 | ||||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 65,306 | 2,853 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 37,881 | 124.59 | 1,655 | 169.98 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 5,105 | 223 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 19,987 | -45.28 | 873 | -34.26 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 51 | 0.00 | 2 | 100.00 | ||||
| 2025-08-12 | 13F | Clear Street Markets Llc | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 74 | 0.00 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 25,562 | 0.62 | 1,117 | 20.78 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 159 | 7 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 4 | 0 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 9,089 | -50.73 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 24,990 | 49.44 | 1,092 | 79.44 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 6,280 | -1.23 | 274 | 18.61 | ||||
| 2025-05-08 | 13F | Main Street Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 74,649 | 9.67 | 3,261 | 31.70 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 505 | 0.00 | 22 | 22.22 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 10,478 | -41.14 | 456 | -29.68 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 32 | 1 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 32,601 | 4.82 | 1,424 | 25.91 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3,525 | 42.31 | 154 | 71.11 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1,000 | 0.00 | 44 | 19.44 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 119,189 | 38.78 | 5,207 | 66.68 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 6,248 | 0.00 | 273 | 19.82 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 28,800 | -11.38 | 1,258 | 6.43 | ||||
| 2025-07-11 | 13F | Global X Japan Co., Ltd. | 109,186 | 1.58 | 4,770 | 21.99 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 4,963 | 217 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3,560 | -0.70 | 156 | 19.23 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 14,097 | 11.11 | 616 | 33.41 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 764,580 | -2.36 | 33,642 | 18.09 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 728 | 0.00 | 32 | 19.23 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 590,437 | 131.47 | 25,796 | 178.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 6,700 | 178 | ||||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 1,150 | -2.13 | 50 | 19.05 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 22,793 | 103.20 | 996 | 143.87 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1,858 | 0.00 | 81 | 20.90 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 80,828 | -0.02 | 3,531 | 20.06 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 5,572 | 244 | ||||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 170 | 0.00 | 6 | 0.00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 100 | 4 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 150 | 233.33 | 7 | 500.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 39,189 | 25.79 | 1,712 | 51.10 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 48 | 2 | ||||||
| 2025-08-08 | 13F | L & S Advisors Inc | 30,432 | 14.97 | 1,330 | 38.15 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 7,208 | 59.89 | 315 | 91.46 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 14,205 | 6.80 | 621 | 28.36 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10,636 | 18.10 | 465 | 40.61 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 6,336 | 74.26 | 277 | 109.09 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 859,766 | 45.22 | 37,563 | 74.40 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Operose Advisors LLC | 30 | 0.00 | 1 | 0.00 | ||||
| 2025-05-29 | NP | Connetic Venture Capital Access Fund | 33,870 | 20.53 | 1,232 | 13.55 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 15,000 | -29.25 | 655 | -15.05 | ||||
| 2025-05-14 | 13F | Congress Wealth Management LLC / DE / | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 21,299 | 96.99 | 932 | 136.90 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 5,930 | -5.27 | 229 | 0.88 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 2,533 | 0.00 | 111 | 19.57 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 738,736 | -5.63 | 32,275 | 13.34 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 15,944 | -3.77 | 697 | 15.61 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 5,786 | 5.09 | 253 | 26.00 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 4,675 | 204 | ||||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 24,662 | -2.34 | 1,077 | 17.32 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 5,889 | 257 | ||||||
| 2025-08-14 | 13F | Prudent Investors Network | 231,577 | 1.17 | 10,118 | 21.50 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8,311 | -50.41 | 363 | -40.39 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 407 | 138.01 | 0 | |||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 15,453 | 0.00 | 562 | 0.00 | ||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Novem Group | 99,416 | 10.65 | 4,344 | 32.89 | ||||
| 2025-08-14 | 13F | Hancock Prospecting Pty Ltd | 47,344 | 0.00 | 2,068 | 20.09 | ||||
| 2025-05-12 | 13F | Hirtle Callaghan & Co LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 62,432 | 5.77 | 2,728 | 27.01 | ||||
| 2025-05-08 | 13F | Howard Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 5,467 | 239 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 57,410 | 163.94 | 2,508 | 217.07 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 7,519 | 0.00 | 329 | 20.15 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 6,058 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 19,787 | 15.17 | 864 | 38.24 | ||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 14,599 | -32.93 | 638 | -19.47 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 7,161 | -5.53 | 313 | 13.45 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 90,716 | -6.89 | 3,963 | 11.82 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 13,418 | 612 | ||||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 27,580 | 1,205 | ||||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 143,416 | 0.00 | 6,266 | 20.09 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 7,093 | -0.01 | 310 | 19.77 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 3,671 | 0.00 | 134 | -5.67 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 205,032 | 7.17 | 9 | 33.33 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 190 | 18.01 | 8 | 60.00 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 18,030 | -1.10 | 788 | 18.70 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 7,815 | 120.45 | 341 | 166.41 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 533,079 | -10.12 | 23 | 9.52 | ||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 11,715 | 0.00 | 1 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 54,210 | 101.70 | 2,368 | 142.37 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 24,157 | -13.43 | 1 | 0.00 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 1,829 | 37.83 | 80 | 64.58 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11,784 | 515 | ||||||
| 2025-04-15 | 13F | Collier Financial | 1,361 | 0.00 | 50 | -5.77 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 9,311 | 407 | ||||||
| 2025-05-13 | 13F | UBS Group AG | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-06 | 13F | Advisors Preferred, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F/A | Pitcairn Co | 28,506 | 0.00 | 1,245 | 20.06 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 60,342 | 0.00 | 2,636 | 20.09 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 15,466 | 0.00 | 676 | 20.11 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 541 | 24 | ||||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 5,440 | 238 | ||||||
| 2025-04-21 | 13F | Trivant Custom Portfolio Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 65,247 | 10.54 | 2,851 | 32.74 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 8,220 | 7.17 | 359 | 28.67 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,962 | -5.58 | 86 | 13.33 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 9,912 | -38.40 | 433 | -25.98 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 469,133 | 22.74 | 20,496 | 47.41 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 13,550 | 493 | ||||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 22,578 | 1.15 | 986 | 21.43 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 33,454 | -1.92 | 1,462 | 17.82 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 31,606 | -56.78 | 1 | -50.00 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 795 | 0.00 | 35 | 21.43 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2,647 | 52,840.00 | 116 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 64,740 | 0.83 | 2,796 | 18.73 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 10,396 | -0.81 | 454 | 19.16 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 148 | 0.00 | 6 | 20.00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 550 | 0.00 | 24 | 20.00 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 107,995 | 15.22 | 4,718 | 38.40 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 15,355 | 1,107.15 | 671 | 1,356.52 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 15,850 | -22.11 | 692 | -6.49 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 5,981 | -0.76 | 261 | 19.18 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 401 | 0.00 | 18 | 21.43 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 111,155 | 970.44 | 4,856 | 1,110.97 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 73,145 | 23.64 | 3,196 | 48.47 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 43,875 | 4.54 | 1,955 | 28.11 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 35,831 | 10.29 | 1,565 | 32.51 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 3,217 | 0.00 | 141 | 19.66 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 3,480 | 152 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 10,729 | 12.46 | 469 | 34.87 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 6,002 | 262 | ||||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 3,582 | 0.00 | 156 | 20.00 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 200 | 0.00 | 9 | 14.29 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 110 | 0.00 | 5 | 0.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 77,992 | -2.83 | 3,407 | 16.68 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 1,450 | 0.00 | 0 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 6,490 | 284 | ||||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 4,824 | 211 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 620 | 24.00 | 27 | 50.00 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3,789 | 166 | ||||||
| 2025-07-11 | 13F | Grove Bank & Trust | 2,735 | 0.00 | 119 | 20.20 | ||||
| 2025-07-28 | 13F | Granite Group Advisors, LLC | 4,800 | 210 | ||||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 13,972 | -30.05 | 610 | -15.98 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 21,081 | 0.00 | 921 | 20.23 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 40,463 | 1,768 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 29,700 | 32.06 | 1,298 | 58.56 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 228,449 | -1.81 | 9,981 | 17.91 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 20,235 | -1.08 | 884 | 18.82 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 12,323 | 40.82 | 553 | 73.90 | ||||
| 2025-05-07 | 13F | Vantage Financial Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 24,290 | 5.20 | 1,061 | 26.31 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 18,203 | 16.47 | 795 | 39.96 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 30,470 | -8.78 | 1,331 | 9.55 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 19,383 | 122.21 | 847 | 166.88 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12,583 | 4.01 | 550 | 24.77 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 256 | -10.18 | 11 | 10.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 400,000 | 17,476 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3,471 | 152 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 7,348 | 2.94 | 321 | 23.94 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 7,540 | 0.24 | 329 | 20.51 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 114,253 | 3.30 | 4,992 | 24.06 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 47,935 | 20.46 | 2,094 | 44.71 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 300 | 0.00 | 13 | 30.00 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 6,778 | 3.83 | 0 | |||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 22,158 | 959 | ||||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 230 | 10 | ||||||
| 2025-07-29 | 13F | Ballast, Inc. | 4,729 | 207 | ||||||
| 2025-07-14 | 13F | Seascape Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,466 | 15.80 | 64 | 39.13 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 13,549 | 9.98 | 592 | 31.92 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 19,114 | 835 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 18,038 | 17.43 | 788 | 41.22 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 6,237 | 4.18 | 272 | 25.35 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 38,419 | 1,679 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 54,253 | 111.66 | 2 | |||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 156,390 | 62.93 | 6,840 | 95.88 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 8,970 | 4.78 | 379 | 21.54 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 4,767 | -77.35 | 208 | -72.81 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6,506 | -5.79 | 284 | 13.15 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 100 | 0.00 | 4 | 33.33 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 10,200 | 446 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 18,156 | -15.24 | 1 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 7,130 | 10.89 | 311 | 33.48 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 25,693 | -15.65 | 1,123 | 1.26 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 5,885 | 257 | ||||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 4,616 | 202 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 415 | 0.00 | 18 | 20.00 | ||||
| 2025-08-13 | 13F | Pictet Asset Management Holding SA | 65,000 | 2,840 | ||||||
| 2025-08-15 | 13F | Harvest Fund Management Co., Ltd | 242 | -83.74 | 0 | |||||
| 2025-05-15 | 13F | Alliancebernstein L.p. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 74,065 | -49.79 | 3,236 | -39.71 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 11,051 | 402 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 150 | 0.00 | 6 | 20.00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 143,214 | 6,257 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 50 | 2 | ||||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 2,000 | 0.00 | 87 | 20.83 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5,707 | -42.71 | 249 | -31.22 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 16,065 | 718 | ||||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 610 | 1.67 | 27 | 23.81 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 27,765 | 1.81 | 1,213 | 22.28 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 78 | 0.00 | 3 | 50.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 21,212 | 927 | ||||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | 185,433 | -44.45 | 7,242 | -40.37 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6,446 | 284.84 | 282 | 339.06 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5,443 | 238 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 15,706 | 30.15 | 1 | |||||
| 2025-07-07 | 13F | HMS Capital Management, LLC | 194,721 | 8.30 | 8,507 | 47.10 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 31,550 | 6.95 | 1,148 | -2.88 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 280 | -82.64 | 12 | -79.31 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 25,468 | 51.03 | 1 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2,479 | -71.69 | 108 | -66.04 | ||||
| 2025-07-28 | 13F | Essex LLC | 33,477 | 3.79 | 1,463 | 24.64 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 71,567 | 15.07 | 3,127 | 38.20 | ||||
| 2025-04-30 | 13F | Pineridge Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 7,113 | 0.00 | 311 | 20.16 | ||||
| 2025-05-13 | 13F | BKD Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 219,119 | 29.06 | 9,573 | 55.00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 221 | 10 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 30,595 | -75.49 | 1,340 | -70.51 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 26,100 | 163.64 | 1,140 | 216.67 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 33,343 | 21.01 | 1,457 | 45.31 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 34,700 | 1,516 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 529,233 | 18.76 | 23,122 | 42.62 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 47,805 | -9.24 | 2,089 | 8.98 | ||||
| 2025-07-23 | 13F | Birinyi Associates Inc | 11,048 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1,367 | 0.00 | 60 | 20.41 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 19,284 | 7.77 | 841 | 28.83 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 112,336 | 4,908 | ||||||
| 2025-07-09 | 13F | David J Yvars Group | 20,875 | -69.16 | 912 | -62.96 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 10,507 | 460 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 4,685 | 44.15 | 205 | 72.88 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 11,062 | 3.27 | 402 | -2.66 |
