Mga Batayang Estadistika
| Pemilik Institusional | 755 total, 748 long only, 1 short only, 6 long/short - change of -0.13% MRQ |
| Alokasi Portofolio Rata-rata | 0.4071 % - change of -17.00% MRQ |
| Saham Institusional (Jangka Panjang) | 106,137,077 (ex 13D/G) - change of 3.44MM shares 3.35% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 4,878,750 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
ALPS ETF Trust - Alerian MLP ETF (US:AMLP) memiliki 755 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 106,137,077 saham. Pemegang saham terbesar meliputi Morgan Stanley, Bank Of America Corp /de/, Goldman Sachs Group Inc, Wells Fargo & Company/mn, Proficio Capital Partners LLC, UBS Group AG, Allen Investment Management LLC, LPL Financial LLC, Raymond James Financial Inc, and Creative Planning .
Struktur kepemilikan institusional ALPS ETF Trust - Alerian MLP ETF (ARCA:AMLP) 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 5, 2025 is 47.76 / share. Previously, on September 6, 2024, the share price was 46.30 / share. This represents an increase of 3.15% 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 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 884 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Principal Securities, Inc. | 7,952 | 7.82 | 389 | 9.30 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 216,359 | 80.58 | 10,571 | 69.87 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 120,878 | -7.10 | 5,906 | -12.61 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 14,558 | 13.70 | 711 | 15.42 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 2,280 | 111 | ||||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 37,954 | 0.17 | 1,854 | -5.74 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 41,861 | -5.03 | 2,045 | -10.66 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 808 | 0.00 | 39 | -4.88 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,153,057 | 19.41 | 105,199 | 12.33 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 988 | 517.50 | 48 | 500.00 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 46,035 | 15.67 | 2,249 | 8.81 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 43,703 | -9.94 | 2,135 | -15.28 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 7,769 | 0.04 | 380 | -5.96 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 22,527 | 1.71 | 1,101 | -4.35 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 5,738 | 0.03 | 280 | -5.72 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 7,003 | 0.50 | 342 | -5.26 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 137,519 | 98.44 | 6,719 | 86.69 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 114,918 | 111.33 | 5,615 | 98.80 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 4,822 | 236 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 25,930 | 0.02 | 1,267 | -5.94 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 20,932 | 2.35 | 1,023 | -3.77 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 51,711 | -0.23 | 2,527 | -6.13 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 591 | 0.00 | 29 | -6.67 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 18 | -91.74 | 1 | -100.00 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 380,575 | -6.53 | 18,595 | -12.07 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 13,853 | 1.07 | 677 | -4.92 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 84,915 | -7.81 | 4,149 | -13.29 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 10,750 | 0.00 | 525 | -5.91 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 500 | 0.00 | 24 | -4.00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 791 | 0.00 | 39 | -7.32 | ||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2,141 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4,061 | 1.86 | 198 | -4.35 | ||||
| 2025-05-14 | 13F | Walleye Trading LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 11,150 | 0.00 | 545 | -6.04 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 10,262 | -0.87 | 501 | -6.70 | ||||
| 2025-08-18 | 13F | Brick & Kyle, Associates | 164,125 | 1.68 | 8 | -12.50 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 17,722 | 0.96 | 866 | -5.05 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 93,046 | -0.86 | 4,546 | -6.73 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 29,916 | 15.72 | 1,462 | 8.87 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 115 | 1.77 | 6 | 0.00 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 4,510 | -0.55 | 216 | 0.47 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 82,556 | -0.27 | 4,034 | -6.19 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 63,748 | 227,571.43 | 3,115 | 311,300.00 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 802 | 5.94 | 39 | 0.00 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 52 | -88.77 | 3 | -91.67 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 5,156 | -20.92 | 252 | -25.74 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 3,370,831 | 666.10 | 23,949 | 4.64 | ||||
| 2025-05-05 | 13F | Crestwood Advisors Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Southern Farm Bureau Life Insurance | 97,825 | 0.00 | 5 | -20.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 289,212 | 30.14 | 14,131 | 28.09 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 41,163 | 1.70 | 2,011 | -4.33 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 32,396 | -0.75 | 1,583 | -6.67 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 5,040 | 1.31 | 246 | -4.65 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 5,568 | 1.83 | 272 | -4.23 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 243,909 | 3.72 | 12,669 | 11.86 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 7,294 | 5.68 | 356 | -0.56 | ||||
| 2025-08-22 | 13F/A | TT Capital Management LLC | 20,095 | 982 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 5,506 | 0.00 | 269 | -5.61 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 88,912 | 183.79 | 4,344 | 166.99 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 90,860 | 0.61 | 4 | 0.00 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 25,288 | 0.69 | 1,236 | -5.29 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 29,970 | -4.95 | 1,464 | -10.57 | ||||
| 2025-08-13 | 13F | NINE MASTS CAPITAL Ltd | 10,100 | 493 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 830 | 12.62 | 41 | 5.26 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 25,859 | 0.00 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 26,378 | 17.25 | 1,289 | 10.27 | ||||
| 2025-08-14 | 13F | Rokos Capital Management LLP | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | UBS Group AG | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 4,500 | 1.99 | 0 | |||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 12,400 | 0.00 | 606 | -6.06 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 80 | 0.00 | 4 | -25.00 | ||||
| 2025-06-26 | NP | IMLAX - Transamerica Asset Allocation - Moderate Growth Portfolio A | 15,241 | 0.00 | 735 | -6.37 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 239,428 | -0.79 | 11,698 | -6.67 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 7,500 | -2.09 | 366 | -7.81 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 24,263 | -21.30 | 1,185 | -25.98 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 4,754 | 7.02 | 232 | 0.87 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 6,221 | -20.81 | 304 | -25.74 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 172 | 0.00 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | Lavaca Capital Llc | Call | 27,200 | 1,329 | |||||
| 2025-07-23 | 13F | Regency Capital Management Inc.\DE | 100,112 | 1.46 | 4,891 | -4.55 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 15,031 | 10.59 | 734 | 4.11 | ||||
| 2025-08-19 | 13F | Marex Group plc | 16,260 | 794 | ||||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 15,438 | -0.80 | 754 | -6.68 | ||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 55,044 | 7.35 | 2,689 | 0.98 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,635 | 1.30 | 80 | -4.82 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 13,569 | 0.00 | 663 | -5.97 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 4,875 | 0.00 | 238 | -5.93 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 6,766 | 0.03 | 331 | -5.98 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 95,957 | 1.16 | 4,688 | -4.83 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 59,356 | 4.50 | 2,900 | -1.69 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 106,291 | 4.02 | 5,193 | -2.15 | ||||
| 2025-04-04 | 13F | Kings Path Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 4,335 | 1.31 | 212 | -4.95 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 152,722 | 7,390 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 6,318 | 0.00 | 309 | -6.10 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 14,386 | 0.08 | 703 | -5.90 | ||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 91 | 0.00 | 4 | 0.00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 40,657 | 1.56 | 1,987 | -4.47 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 55,779 | 0.00 | 2,725 | -5.94 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 24,957 | -3.55 | 1,219 | -9.23 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1,133 | 8.42 | 55 | 1.85 | ||||
| 2025-08-08 | 13F | Creative Planning | 2,260,339 | -0.39 | 110,440 | -6.30 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7,681 | 0 | ||||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 137,898 | 7.35 | 6,904 | 3.48 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 3,766 | 0.53 | 184 | -5.67 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 180 | -10.00 | 9 | -11.11 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 63,521 | -0.13 | 3,104 | -6.06 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 15,811 | 0.00 | 773 | 1.98 | ||||
| 2025-06-26 | NP | ICLAX - Transamerica Asset Allocation - Conservative Portfolio A | 5,000 | 0.00 | 241 | -6.23 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 38,235 | 3.23 | 1,868 | -2.86 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 19,739 | 0.00 | 964 | -5.95 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 13,618 | -0.92 | 665 | -6.73 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 1,260 | 0.00 | 62 | -6.15 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 7,270,130 | 2.95 | 355,219 | -3.15 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 10,000 | 0.00 | 489 | -5.97 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 80,352 | 61.14 | 3,926 | 51.58 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 14,554 | 17.18 | 711 | 10.23 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 216,673 | 6.87 | 10,587 | 0.53 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 23,585 | 0.00 | 1,152 | -5.96 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Anthracite Investment Company, Inc. | 12,000 | 6.76 | 586 | 0.51 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 21,693 | 0.00 | 1,060 | -5.95 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 10,299 | 24.79 | 503 | 17.52 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 30,015 | 7.22 | 1,467 | 0.83 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 14,895 | -12.45 | 728 | -17.67 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 5,383 | -72.77 | 263 | -74.37 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 12,200 | 3.87 | 596 | -2.30 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hara Capital LLC | 25 | -98.60 | 1 | -98.91 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 4,549 | -16.72 | 222 | -21.55 | ||||
| 2025-07-24 | 13F | Shikiar Asset Management Inc | 186,035 | -5.23 | 9 | -10.00 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 20,111 | -3.57 | 983 | -9.33 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 95,213 | -5.02 | 4,652 | -3.63 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 13,417 | 880.77 | 656 | 822.54 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 159,884 | 7.64 | 8,005 | 3.77 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 10,375 | 0.00 | 507 | -5.95 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 27,625 | 1.30 | 1,350 | -4.73 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 13,879 | 12.92 | 678 | 6.27 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 109 | 0.00 | 5 | 0.00 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 4,900 | -78.51 | 239 | -79.81 | |||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 4,731 | 0.21 | 231 | -5.71 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 135,366 | 7.50 | 6,614 | 1.13 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 229,163 | 4.56 | 11,197 | -1.65 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 26,300 | -0.13 | 1,285 | -6.00 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 84,067 | 9.75 | 4,108 | 3.24 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 38,841 | 0.26 | 1,898 | -5.72 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 84,578 | -4.51 | 4,132 | -10.17 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 7,100 | 347 | ||||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 400 | 20 | ||||||
| 2025-08-14 | 13F | Dividend Asset Capital, Llc | 8,309 | -11.71 | 406 | -17.01 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 77,264 | 2.08 | 3,775 | -3.97 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 28,634 | 52.26 | 1,399 | 43.34 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 81,301 | 2.42 | 3,972 | -3.64 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,016,728 | -8.37 | 49,678 | -13.81 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 32,572 | 1,591 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 208 | 10 | ||||||
| 2025-04-23 | 13F | Stephenson National Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 43,906 | 3.42 | 2,145 | -2.72 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1,547 | 0.00 | 76 | -6.25 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 16,565 | 72.57 | 809 | 62.45 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 167,696 | 42.53 | 8,194 | 34.07 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 4,854 | 1.46 | 237 | -4.44 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 51,179 | 6.48 | 2,501 | 0.16 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 171 | 0.00 | 8 | 0.00 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 4,900 | -79.41 | 239 | -80.66 | |||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 39,293 | 17.47 | 1,920 | 10.48 | ||||
| 2025-04-24 | 13F | Crescent Grove Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 261,798 | -12.23 | 262 | -12.42 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 84,769 | 13.54 | 4,142 | 6.81 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,277 | -52.68 | 258 | -55.61 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 8,890 | -26.47 | 434 | -30.78 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 70,313 | 2.51 | 3,436 | -3.51 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 88,781 | 6.33 | 4,338 | 0.02 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,570 | -3.09 | 77 | -9.52 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3,986 | 0.00 | 195 | -6.28 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 281,252 | -3.46 | 13,742 | -9.19 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Allen Wealth Management, Llc | 321,313 | 1.47 | 15,699 | -4.54 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 8,194 | -4.03 | 400 | -9.71 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 16,911 | 0.61 | 826 | -5.38 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 108,912 | -0.29 | 5,321 | -6.20 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 531,817 | 1.92 | 25,985 | -4.13 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1,750 | 0.00 | 86 | -5.56 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 18,894 | 923 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 1,720 | 0.00 | 84 | -5.62 | ||||
| 2025-08-19 | 13F | Continental Advisors Llc | 75,723 | 0.00 | 3,700 | -5.95 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,113,670 | 1.32 | 54,414 | -4.69 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 206 | 0.00 | 10 | 0.00 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 5,233 | 7.26 | 256 | 0.79 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 170,832 | 18.13 | 8,361 | 11.02 | ||||
| 2025-07-15 | 13F | Herbst Group, Llc | 104,650 | -1.38 | 5,113 | -7.22 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 216 | 0.00 | 11 | -9.09 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 54,090 | -0.92 | 2,643 | -6.81 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 28,852 | 0.00 | 1,410 | 8.38 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 15,953 | 3.59 | 779 | -2.50 | ||||
| 2025-07-31 | 13F | City State Bank | 837 | 0.00 | 41 | -6.98 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1,944 | 0.00 | 95 | -6.00 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 72,703 | 0.13 | 3,552 | -5.81 | ||||
| 2025-08-07 | 13F | Richard C. Young & CO., LTD. | 4,773 | 0.63 | 233 | -5.28 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 122,174 | 1.21 | 5,969 | -4.80 | ||||
| 2025-07-14 | 13F | Edge Wealth Management LLC | 10,501 | -28.93 | 513 | -33.25 | ||||
| 2025-08-29 | NP | OneAscent Capital Opportunities Fund | 8,100 | 22.73 | 396 | 15.50 | ||||
| 2025-08-11 | 13F | Truffle Hound Capital, LLC | 240,000 | 41.18 | 11,726 | 32.81 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 16,419 | -72.69 | 803 | -74.31 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 22,498 | 1,099 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 8,347 | 0.02 | 408 | -6.00 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 6,017 | -4.66 | 294 | -10.40 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 41,147 | 28.59 | 2,010 | 21.01 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 6,711 | -5.40 | 328 | -11.14 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 172,888 | -0.63 | 8,447 | -6.52 | ||||
| 2025-08-04 | 13F | Buckhead Capital Management Llc | 5,200 | -4.60 | 254 | -10.25 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 11,422 | 33.28 | 558 | 25.39 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 18,335 | 0.90 | 896 | 2.17 | ||||
| 2025-08-14 | 13F | FIL Ltd | 11,473 | 0.00 | 561 | -5.88 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 25,002 | -60.90 | 1,222 | -63.23 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 7,576 | 0.83 | 370 | -5.13 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 47,379 | -7.17 | 2,315 | -12.68 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1,020 | 0.00 | 50 | -5.77 | ||||
| 2025-08-14 | 13F | Punch & Associates Investment Management, Inc. | 87,344 | -39.53 | 4,268 | -43.12 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 9 | 0 | ||||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 8,323 | 407 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 111,563 | -26.80 | 5,451 | -31.15 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 1,300 | 0.00 | 64 | -5.97 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 35,731 | -42.41 | 1,746 | -45.84 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 33,314 | -4.35 | 1,628 | -10.01 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 6,440 | 6.76 | 315 | 0.32 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 6,609 | 2.01 | 321 | -4.76 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 125 | 0.00 | 6 | 0.00 | ||||
| 2025-04-07 | 13F | AdvisorNet Financial, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Financial Management Network Inc | 172,486 | 8,469 | ||||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 52,021 | 0.00 | 2,542 | -5.92 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 102,939 | -1.89 | 5,030 | -7.71 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 49,915 | 48.76 | 2,439 | 39.95 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Kercheville Advisors, LLC | 7,950 | -34.19 | 388 | -38.12 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 82,415 | -9.40 | 4,026 | -14.80 | ||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 16,202 | -4.62 | 792 | -10.32 | ||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 19,953 | 10.12 | 975 | 3.51 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 25,304 | -0.52 | 1,236 | -6.43 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 61,455 | 5.08 | 3,003 | -1.15 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 284,113 | 8.93 | 13,882 | 2.47 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 44,251 | 18.47 | 2,162 | 11.44 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1,340 | 0.60 | 65 | -5.80 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9,111 | -18.70 | 445 | -23.54 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 33,060 | 19.09 | 2 | 0.00 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1,701 | -10.76 | 83 | -15.31 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 5,191 | 0.00 | 254 | -5.95 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 38,625 | 1,887 | ||||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 12,086 | -30.87 | 591 | -35.02 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 7,070 | 0.00 | 345 | -5.99 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 207,777 | -4.76 | 10,152 | -10.41 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 13,282 | 1.47 | 649 | -4.57 | ||||
| 2025-04-09 | 13F | Chickasaw Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 228,688 | -51.50 | 11,174 | -54.38 | ||||
| 2025-08-12 | 13F | Cornerstone Select Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 10Elms LLP | 1,150 | 0.00 | 56 | -5.08 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Crews Bank & Trust | 800 | 39 | ||||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 28,830 | 1.15 | 1 | 0.00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 3,352 | 20.66 | 164 | 13.19 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 17,432 | -8.41 | 852 | -13.87 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 25,791 | 8.80 | 1,260 | 2.36 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 1,311,189 | 17.46 | 64,065 | 10.22 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 167,074 | -3.78 | 8,085 | -7.79 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 11,500 | 0.00 | 562 | -6.03 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 3,397 | 1,353 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 38,846 | 0.39 | 1,900 | -5.48 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 34,795 | 1,700 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 261 | 0.00 | 13 | -7.69 | ||||
| 2025-08-14 | 13F | Comerica Bank | 98,259 | -3.57 | 4,801 | -9.30 | ||||
| 2025-05-13 | 13F | Cibc World Markets Corp | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 36,687 | 6.61 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 98,976 | 6.33 | 4,836 | 0.02 | ||||
| 2025-05-15 | 13F | Texas Bank & Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | First Merchants Corp | 19,087 | -51.17 | 933 | -54.09 | ||||
| 2025-08-14 | 13F | Sig Brokerage, Lp | 25,000 | 1,222 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 88,151 | 0.60 | 4,307 | -5.36 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 4,160 | 0.00 | 203 | -6.02 | ||||
| 2025-07-16 | 13F | Kingsman Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 19,708 | -0.63 | 963 | -7.14 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 2,000 | 0.00 | 98 | -5.83 | ||||
| 2025-08-13 | 13F | Nbw Capital Llc | 6,400 | 313 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 6,129 | 19.54 | 301 | 12.78 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 10,173 | -2.81 | 499 | 2.46 | ||||
| 2025-08-13 | 13F | Barclays Plc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Fiduciary Family Office, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Easterly Investment Partners Llc | 35,318 | 0.00 | 1,726 | -5.94 | ||||
| 2025-08-14 | 13F | Summer Road Llc | 1,453 | 0.00 | 72 | -5.33 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Red Tortoise LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 4,732 | -7.49 | 231 | -12.83 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 11,920 | 14.40 | 582 | 7.58 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 168 | 0.00 | 9 | 0.00 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 5 | 0 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4,893 | 0.00 | 239 | -5.91 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 19,701 | 0.80 | 963 | -5.22 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 300 | 0.00 | 15 | -6.67 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 1,241 | -64.63 | 61 | -67.03 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 21,028 | 1,027 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 32,613 | 22.46 | 1,591 | 15.04 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 15,589 | 115.35 | 762 | 102.93 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 22,796 | -6.89 | 1,112 | -12.52 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 10,348 | 2.32 | 506 | -3.81 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 436 | -4.80 | 21 | -8.70 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 2,000 | 98 | ||||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 4,500 | 0.00 | 220 | -6.01 | ||||
| 2025-04-28 | 13F | Sageworth Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 415,086 | -10.52 | 20,281 | -15.83 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 26,396 | 56.94 | 1,290 | 47.65 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 41,428 | 5.69 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 29,526 | 11.52 | 1,443 | 4.87 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 13,817 | -14.58 | 675 | -19.64 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Providence First Trust Co | 37,827 | -0.05 | 1,848 | -5.95 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 672 | 0.00 | 33 | -5.88 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 15,696 | -89.96 | 767 | -90.56 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 660 | 32 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 29,434 | 16.25 | 1,438 | 9.35 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 14,890,710 | -2.05 | 727,560 | -7.86 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 400 | 0.00 | 20 | -5.00 | |||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 18,000 | -33.33 | 879 | -37.30 | |||
| 2025-07-17 | 13F | LVW Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 7,859 | 2.12 | 384 | -4.01 | ||||
| 2025-05-15 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 794 | 0.00 | 41 | 7.89 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 429,258 | 2.66 | 21,077 | -2.95 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 57,465 | 0.31 | 2,808 | -5.65 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 208,483 | 4.93 | 10,310 | 13.27 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,789 | -4.18 | 87 | -9.37 | ||||
| 2025-08-13 | 13F | McGowan Group Asset Management, Inc. | 15,237 | 0.03 | 744 | -5.94 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 13,355 | -8.27 | 653 | -13.76 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 21,126 | 27.06 | 1,032 | 19.58 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 11,835 | 0.00 | 578 | -5.86 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 7,549,227 | 3.05 | 368,855 | -3.06 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 20,711 | -91.62 | 1,012 | -92.12 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Financially Speaking Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 12,532 | -38.98 | 612 | -42.59 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 5,134 | 251 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 10,324 | -21.94 | 504 | -26.53 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,634,868 | 19.16 | 79,886 | 12.08 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 5,562 | 0.00 | 272 | -5.90 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 76,651 | 3,745 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 565,212 | 4.92 | 28 | 0.00 | ||||
| 2025-08-14 | 13F | Ripple Effect Asset Management LP | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 16,190 | -12.60 | 791 | -17.78 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 705,545 | 0.00 | 34,473 | -5.93 | ||||
| 2025-08-14 | 13F | Ripple Effect Asset Management LP | Put | 0 | -100.00 | 0 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 60,961 | -30.19 | 2,979 | -34.33 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 253,365 | 7.54 | 12,379 | 1.17 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 15,437 | 75.64 | 754 | 65.35 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 4,178 | 2.00 | 204 | -3.77 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 11,736 | -1.91 | 573 | -7.73 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 36,186 | -6.32 | 1,768 | -11.86 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 137 | 7 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Thompson Davis & Co., Inc. | 4,980 | 243 | ||||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 127,604 | 94.21 | 6,235 | 82.71 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 408 | 0.00 | 20 | -9.52 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8,390 | 0.10 | 412 | -0.72 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 26,342 | -0.88 | 1,287 | -6.74 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 32,446 | -6.55 | 1,585 | -7.69 | ||||
| 2025-08-14 | 13F | Fmr Llc | 43,965 | 29.74 | 2,148 | 22.05 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 12,049 | -13.87 | 589 | -19.01 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 206 | 0.00 | 10 | 0.00 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 395 | 0.00 | 19 | -5.00 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 7,365 | 383 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 234,564 | -3.83 | 11,461 | -9.54 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 6,065 | 0.00 | 297 | -5.73 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 20,150 | -7.37 | 985 | -12.84 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 729,278 | 8.00 | 35,668 | 1.68 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 26 | 0.00 | 1 | 0.00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 8,892 | -28.50 | 434 | -32.71 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 4,951 | 0.00 | 240 | -7.36 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 834 | 0.00 | 41 | -6.98 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 65,783 | 7.97 | 3,214 | 1.58 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 6,812 | 6.60 | 333 | 0.30 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 17,438 | -3.44 | 852 | -9.17 | ||||
| 2025-08-14 | 13F | York Capital Management Global Advisors, LLC | Put | 120,000 | 0.00 | 5,863 | -5.92 | |||
| 2025-08-14 | 13F | UBS Group AG | 3,275,284 | -3.49 | 160,030 | -9.22 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 19,099 | -2.75 | 933 | -8.53 | ||||
| 2025-05-13 | 13F | Ground Swell Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 9,168 | 0.42 | 448 | -5.70 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 67,042 | -2.72 | 3,276 | -8.49 | ||||
| 2025-08-05 | 13F | Bard Associates Inc | 11,554 | 4.81 | 565 | -1.40 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 6,868 | 2.11 | 336 | -4.01 | ||||
| 2025-08-07 | 13F | Nwam Llc | 38,585 | 50.04 | 1,922 | 43.90 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 22,442 | -9.81 | 1,096 | -15.17 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 57,266 | 2.08 | 2,798 | -3.95 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 42,598 | 4.27 | 2,081 | -1.89 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 30,669 | 249.54 | 1,498 | 229.23 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 25 | 0.00 | 1 | 0.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 52,799 | 8.53 | 2,580 | 2.10 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 17,064 | 0.00 | 834 | -5.98 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 41,362 | -1.25 | 2,021 | -7.13 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 155 | 0.00 | 0 | |||||
| 2025-08-27 | NP | MUHLX - Muhlenkamp Fund Institutional Class Shares | 174,245 | 0.00 | 8,514 | -5.93 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 3,207 | 8.45 | 157 | 1.96 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 15,511 | -49.61 | 758 | -52.63 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 50,768 | 63.29 | 2,481 | 53.66 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 28,910 | 0.00 | 1 | 0.00 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 3,690 | -24.15 | 192 | -18.38 | ||||
| 2025-04-22 | 13F | Childress Capital Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 168 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 118,344 | 10.99 | 5,782 | 4.41 | ||||
| 2025-07-29 | 13F | Stableford Capital Ii Llc | 7,358 | 0.00 | 361 | 1.12 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 18,178 | 0.75 | 888 | -5.23 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 28,116 | 4.50 | 1,374 | -1.72 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 9,858 | 2.06 | 482 | -3.99 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 8,375 | -46.06 | 409 | -49.26 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 531,882 | 0.26 | 25,988 | -5.69 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 2,100 | 0.00 | 103 | -6.42 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 32,422 | -3.17 | 1,684 | 4.47 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 856,674 | 60.44 | 41,857 | 50.93 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 357 | 0.00 | 17 | -5.56 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 18,816 | 921 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 149,872 | -0.94 | 7,323 | -6.82 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 284,919 | 182.34 | 13,921 | 165.62 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 10,629 | 23.12 | 519 | 15.85 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 307,188 | 0.68 | 15,955 | -0.03 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,715,784 | 5.95 | 132,693 | -0.33 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 707 | -50.94 | 35 | -54.05 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 51,681 | 282.85 | 2,525 | 260.20 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 9,976 | -4.07 | 487 | -9.81 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 2,000 | 0.00 | 98 | -5.83 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 14,412 | 0.00 | 704 | -5.88 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 83,538 | -7.92 | 4,082 | -13.39 | ||||
| 2025-05-01 | 13F | Rational Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 201,008 | 0.77 | 9,821 | -5.20 | ||||
| 2025-08-11 | 13F | AXS Investments LLC | 37,666 | 28.49 | 1,840 | 20.89 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 543 | 0.00 | 27 | -7.14 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 8,726 | 0.00 | 426 | -5.96 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 18,218 | 3.79 | 890 | -2.31 | ||||
| 2025-08-13 | 13F | Botty Investors LLC | 46,325 | 0.00 | 2,263 | -5.94 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 140,700 | 32.40 | 6,863 | 24.35 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 1,074,933 | 1.08 | 52,521 | -4.91 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 11,709 | 572 | ||||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 15,148 | 0.00 | 740 | -5.85 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 180,719 | 21.47 | 8,830 | 14.26 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 260 | 13 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 57,024 | -1.24 | 2,786 | -7.07 | ||||
| 2025-04-30 | 13F | Cooper Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 9,214 | -52.19 | 459 | -51.69 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 13,259 | 34.35 | 648 | 26.37 | ||||
| 2025-08-25 | NP | TINIX - AXS Tactical Income Fund Class I Shares | 37,666 | 28.49 | 1,840 | 20.89 | ||||
| 2025-08-13 | 13F | Capula Management Ltd | 29,345 | 331.54 | 1,434 | 305.95 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 87,276 | 2.04 | 4,264 | -4.01 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 23,071 | 1.34 | 1,127 | -4.65 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 5,600 | -8.20 | 274 | -13.61 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 30,600 | -6.98 | 1,495 | -12.47 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 149 | 7 | ||||||
| 2025-08-12 | 13F | Clear Street Markets Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 8,289 | 0.00 | 405 | -6.05 | ||||
| 2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 5,103 | 0.00 | 249 | -6.04 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 119 | 6 | ||||||
| 2025-07-29 | 13F | Violich Capital Management, Inc. | 253,290 | -11.60 | 12,376 | 88,292.86 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 238 | 85.94 | 12 | 83.33 | ||||
| 2025-06-26 | NP | IAAAX - Transamerica Asset Allocation - Growth Portfolio A | 9,720 | 0.00 | 469 | -6.59 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 181,556 | 11.33 | 8,871 | 4.72 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 21,543 | 1.11 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 443,975 | 5.02 | 21,693 | -1.21 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 8,866 | 3.85 | 433 | -2.26 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5,141 | 88.32 | 251 | 78.01 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 55,946 | -3.47 | 2,734 | -9.20 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 7,100 | 0.00 | 369 | 7.92 | ||||
| 2025-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 8,800 | -4.14 | 430 | -9.87 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 170,239 | 3.33 | 8,318 | -2.79 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 12,560 | -4.87 | 614 | -10.51 | ||||
| 2025-08-14 | 13F | Douglass Winthrop Advisors, LLC | 10,000 | 0.00 | 489 | -5.97 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 16,465 | -1.20 | 804 | -7.05 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4,035 | 908.75 | 197 | 885.00 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 21,758 | 68.84 | 1,063 | 58.89 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 27,897 | 29.24 | 1,363 | 21.59 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 24,899 | -10.37 | 1 | 0.00 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 43,528 | 0.12 | 2,127 | -5.85 | ||||
| 2025-08-14 | 13F | Css Llc/il | Call | 300 | 15 | |||||
| 2025-08-14 | 13F | Css Llc/il | 4,156 | 203 | ||||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 425 | 0.00 | 21 | -9.09 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 109,435 | 5,347 | ||||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 5,350 | 261 | ||||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 311,637 | 93.75 | 15,227 | 82.26 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,150 | -10.43 | 256 | -7.58 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 26 | 1 | ||||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 245 | 0.00 | 12 | -8.33 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 2,215 | 0.00 | 108 | -6.09 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 75,309 | -7.33 | 3,680 | -12.82 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 75,513 | -8.99 | 3,690 | -14.39 | ||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 600 | 0.00 | 29 | -6.45 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 245,175 | 1.59 | 11,979 | -4.44 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 1,000 | 0.00 | 49 | -5.88 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 30,780 | 8.30 | 1,504 | 1.83 | ||||
| 2025-04-16 | 13F | BTS Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | School Employees Retirement Board Of Ohio | 506,822 | 0.00 | 24,763 | -5.93 | ||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 3,210,314 | 4.21 | 156,856 | -1.97 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7,262 | 38.01 | 355 | 29.67 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 20,225 | -1.94 | 988 | -7.75 | ||||
| 2025-07-30 | 13F | Sterling Investment Management, Inc. | 65,682 | 36.22 | 3,209 | 28.15 | ||||
| 2025-08-15 | 13F | Brookfield Asset Management Inc. | 1,330 | 65 | ||||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 15,136 | 0.00 | 740 | -5.98 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 8,890 | 4.11 | 434 | -2.03 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 600 | 29 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 168 | 0.00 | 8 | 0.00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5,995 | 11.99 | 293 | 5.04 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 136,513 | 0.09 | 6,670 | -5.84 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 404,772 | 13.94 | 19,777 | 7.19 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 8,800 | 0.00 | 457 | 0.00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6,426 | 314 | ||||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 29,000 | 1,417 | ||||||
| 2025-04-24 | 13F | Mascoma Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 334,834 | 8.29 | 16,360 | 1.86 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 17,371 | -5.13 | 849 | -10.83 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 223,358 | -2.12 | 10,913 | -7.92 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 20,536 | 1.03 | 1,003 | -4.93 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 91,965 | 2.67 | 4,493 | -3.42 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-06-26 | NP | IMOAX - Transamerica Asset Allocation - Moderate Portfolio A | 9,487 | 0.00 | 458 | -6.54 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 32,817 | -8.55 | 1,603 | -13.96 | ||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 61,357 | 0.04 | 2,998 | -5.90 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 982,685 | 8.05 | 48,062 | 1.75 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 10,353 | 44.64 | 506 | 36.12 | ||||
| 2025-05-06 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Putney Financial Group LLC | 1,411 | -14.28 | 69 | -20.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 329,183 | 1,100.78 | 16 | 1,500.00 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 6,008 | -2.13 | 294 | -7.86 | ||||
| 2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 9,000 | -10.00 | 440 | -15.41 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 38,622 | 14.11 | 1,887 | 7.34 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 20,000 | 0.00 | 977 | -5.88 | ||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 57,524 | 6.13 | 2,811 | -0.18 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 39,919 | -14.45 | 1,950 | -19.52 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3,837 | 0.00 | 187 | -6.03 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,813 | -22.34 | 137 | -27.13 | ||||
| 2025-08-12 | 13F | Left Brain Wealth Management, LLC | 144,150 | -0.54 | 7,043 | -6.43 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6,701 | -83.19 | 327 | -84.20 | ||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 7,283 | -12.89 | 356 | -18.20 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 740 | 0.00 | 38 | 8.57 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 57,720 | 2,820 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 12,755 | 623 | ||||||
| 2025-08-12 | 13F | Zacks Investment Management | 10,941 | 0.00 | 535 | -5.99 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 23,787 | 1.08 | 1,162 | -4.91 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 57,000 | 34.75 | 2,785 | 26.76 | ||||
| 2025-08-14 | 13F | Peak6 Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 41,710 | 17.68 | 2,038 | 10.71 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 10,817 | 1.84 | 529 | -3.12 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 138,087 | 1.96 | 6,747 | -4.09 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 397 | 0.00 | 19 | -5.00 | ||||
| 2025-07-24 | 13F | Total Wealth Planning & Management, Inc. | 22,588 | 6.77 | 1,104 | 0.46 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 43,681 | 9.50 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 3,053 | 1.80 | 149 | -3.87 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 1,000 | 49 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 11,445 | 0.00 | 559 | -5.89 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 400 | 0.00 | 20 | -5.00 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 6,363 | -11.04 | 311 | -16.44 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 8,141 | 0.00 | 398 | -5.92 | ||||
| 2025-07-11 | 13F | Miller Howard Investments Inc /ny | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Philadelphia Trust Co | 38,387 | -3.90 | 2 | -50.00 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 5,418 | -23.46 | 265 | -28.07 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 24,466 | -8.73 | 1,195 | -14.15 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 14,268 | 697 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 5,439 | 0.70 | 266 | -5.36 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 8,949 | 0.00 | 437 | -5.82 | ||||
| 2025-05-15 | 13F | IronBridge Private Wealth, LLC | 244,343 | -0.64 | 12,691 | 7.16 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 12,994 | -17.48 | 635 | -22.40 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 165,713 | 1.81 | 8,097 | -4.23 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 4,510 | 0.00 | 220 | -5.98 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 5,011 | -1.11 | 245 | -7.22 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 25,192 | -23.40 | 1,231 | -27.99 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 9,795 | -0.16 | 0 | |||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 6,225 | -25.27 | 304 | -29.63 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 57,667 | -1.09 | 2,818 | -6.97 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 5,237 | -38.26 | 256 | -42.05 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 4,875 | -2.01 | 238 | -7.75 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 32,536 | 3.50 | 1,590 | -2.63 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 438 | 5.04 | 21 | 0.00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 38,823 | -22.95 | 1,897 | -27.52 | ||||
| 2025-05-05 | 13F | Csenge Advisory Group | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 57,300 | 17.42 | 2,800 | 10.46 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 28,989 | -11.73 | 1,416 | -16.95 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 527,100 | 96.75 | 25,754 | 85.09 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 69,200 | 80.68 | 3,381 | 69.98 | |||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,257 | 159 | ||||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 807,103 | -8.43 | 39,435 | -13.86 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 113,793 | 148.59 | 5,560 | 133.87 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Collar Capital Management, LLC | 29,162 | 3.80 | 1,425 | -2.40 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 330,398 | 3,253.95 | 16,143 | 3,059.10 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 56,551 | -65.67 | 2,763 | -67.71 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 4,590 | 224 | ||||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 51,912 | -0.97 | 2,536 | -6.83 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 976 | 1.14 | 0 | |||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 6,057 | 4.47 | 296 | -1.99 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 35 | 2 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 440,177 | 0.53 | 21,507 | -5.43 | ||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 100 | 5 | ||||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 340,534 | 1.97 | 16,638 | -4.08 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 61,918 | 6.94 | 3,025 | 0.60 | ||||
| 2025-07-10 | 13F | Clare Market Investments LLC | 30,290 | -34.76 | 1,480 | -38.66 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 141,189 | 16.42 | 6,898 | 9.53 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 8,930 | 12.61 | 436 | 6.08 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-17 | 13F | Albion Financial Group /ut | 24,239 | -1.40 | 1,184 | -7.21 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 91,264 | 2.23 | 4,459 | -3.82 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 8,437 | 3.05 | 412 | -3.06 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 28,192 | 5.74 | 1,377 | -0.51 | ||||
| 2025-07-16 | 13F | Novem Group | 29,521 | 3.65 | 1,442 | -2.50 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 75,653 | -8.46 | 3,696 | -13.89 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 25,742 | 9.50 | 1,258 | 2.95 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 12,947 | -9.43 | 633 | -14.82 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 23,325 | 1.78 | 1 | 0.00 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 5,994 | -3.29 | 293 | -9.03 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 41,251 | 3.36 | 2,016 | -2.80 | ||||
| 2025-08-14 | 13F | Brevan Howard Capital Management LP | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 13,704 | 5.33 | 670 | -0.89 | ||||
| 2025-08-12 | 13F | one8zero8, LLC | 17,400 | 2.96 | 850 | -3.08 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 11,370 | 3.02 | 556 | -3.14 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 5,223 | 9.82 | 255 | 3.24 | ||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 23,404 | -9.22 | 1,144 | -14.64 | ||||
| 2025-04-24 | 13F | Primoris Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 128,169 | 12.47 | 6,262 | 5.81 | ||||
| 2025-08-06 | 13F | Bullseye Investment Management, LLC | 62,675 | 0.00 | 3,255 | 0.00 | ||||
| 2025-08-14 | 13F | Stamos Capital Partners, L.p. | 77,236 | 56.75 | 3,774 | 47.44 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 582 | 28 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 20,110 | -1.24 | 983 | -7.10 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7,558 | 8.19 | 369 | 1.93 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 5,139 | -5.65 | 251 | -10.99 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 1,817 | 17.61 | 89 | 10.00 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 27,443 | 12.14 | 1,341 | 5.43 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 4,185 | 0.00 | 204 | -5.99 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 6,762 | 26.99 | 330 | 19.57 | ||||
| 2025-08-14 | 13F | Windsor Advisory Group, LLC | 8,650 | 0.00 | 423 | -6.01 | ||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 38,075 | 1.85 | 1,860 | -4.17 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 12,501 | 10.45 | 611 | 7.96 | ||||
| 2025-05-14 | 13F | Capital Fund Management S.a. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 149,919 | -2.70 | 7,325 | -8.47 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 5,648 | 118.58 | 276 | 105.22 | ||||
| 2025-07-25 | 13F | Ball & Co Wealth Management Inc. | 202,986 | -31.10 | 10 | -40.00 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 22,531 | 0.20 | 1,101 | -5.74 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 111,703 | 23.95 | 5,458 | 16.60 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 341,710 | 2.00 | 16,698 | -4.05 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 1,287 | 63 | ||||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Intrinsic Edge Capital Management LLC | 80,000 | 3,909 | ||||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 10,682 | -2.97 | 522 | -8.76 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 46,252 | 29.38 | 2,260 | 21.77 | ||||
| 2025-07-23 | 13F | Maryland State Retirement & Pension System | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Css Llc/il | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | Holderness Investments Co | 22,154 | 87.81 | 1,082 | 76.80 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 35,479 | 1,734 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2,945 | 353.08 | 144 | 333.33 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 4,300 | 53.57 | 210 | 56.72 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 18,525 | -6.32 | 905 | -11.88 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 14,102 | 1.71 | 689 | -4.31 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,066,360 | -5.33 | 149,822 | -10.94 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 62,385 | 0.43 | 3,048 | -5.52 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 18,501 | 19.16 | 891 | 10.55 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8,453,389 | 0.65 | 413,033 | -5.32 | ||||
| 2025-05-13 | 13F | SFI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 4,450 | 0.00 | 217 | -6.06 | ||||
| 2025-04-22 | 13F | Country Trust Bank | 220 | 0.00 | 11 | 0.00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 14,001 | -62.40 | 684 | -64.61 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 51,705 | 3.62 | 2,526 | -2.51 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 92,367 | 36.92 | 4,513 | 28.83 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 18,662 | 113.60 | 912 | 116.90 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 331 | -0.30 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 273,326 | 0.97 | 13,355 | -5.02 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 9,175 | -25.22 | 448 | -29.67 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 10,200 | 498 | ||||||
| 2025-08-28 | 13F/A | Lavaca Capital Llc | 24,900 | 0.00 | 1,217 | -5.96 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 252,629 | 16.57 | 12,343 | 9.66 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 4,692 | 0.09 | 229 | -5.76 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 9,402 | 89.71 | 459 | 78.60 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 18,070 | 0.88 | 883 | -5.16 | ||||
| 2025-06-03 | 13F | Invst, LLC | 11,012 | 27.26 | 572 | 37.26 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 56,900 | 2,785 | |||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 153 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 28,100 | 1,375 | |||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 11,053 | 574 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 16,348 | -0.21 | 799 | -6.12 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 6,200 | 0.00 | 303 | -6.21 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1,656 | -63.04 | 78 | -65.78 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 31,011 | 0.48 | 1,515 | -5.43 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 4,285 | -90.13 | 209 | -90.73 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 5,529 | -0.70 | 270 | -6.57 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 151,343 | 18.97 | 7 | 16.67 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 32,606 | 256.66 | 1,593 | 236.08 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 80,922 | -0.03 | 3,954 | -5.97 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 760,011 | 34.35 | 37,134 | 26.39 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 4,639 | -3.85 | 227 | -9.60 | ||||
| 2025-08-14 | 13F | Southport Management, L.l.c. | 30,500 | 0.00 | 1,490 | -5.93 | ||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 9,462 | -15.80 | 462 | -20.75 | ||||
| 2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 7,765 | 379 | ||||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 9,415 | 9.10 | 460 | 2.68 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 6,578 | 24.63 | 321 | 17.15 | ||||
| 2025-08-13 | 13F | New Harbor Financial Group, LLC | 486,012 | 4.37 | 23,747 | -1.82 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 154 | -94.50 | 8 | -95.17 | ||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc 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 | 7,747 | 379 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 61,191 | 2.72 | 2,990 | -3.39 | ||||
| 2025-07-09 | 13F | Lake Hills Wealth Management, LLC | 99,397 | -27.05 | 4,857 | -31.38 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 28,111 | 24.73 | 1,374 | 17.35 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 9,280 | 4.33 | 453 | -1.74 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 22,418 | 0.00 | 1,095 | -5.93 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 309,809 | -0.03 | 15,137 | -5.96 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 41,308 | 60.85 | 2,018 | 51.39 |
Other Listings
| MX:AMLP |
