Mga Batayang Estadistika
| Pemilik Institusional | 184 total, 179 long only, 0 short only, 5 long/short - change of 13.50% MRQ |
| Alokasi Portofolio Rata-rata | 0.0544 % - change of 18.99% MRQ |
| Saham Institusional (Jangka Panjang) | 2,849,238 (ex 13D/G) - change of 0.40MM shares 16.20% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 231,999 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
ARK ETF Trust - ARK Autonomous Technology & Robotics ETF (US:ARKQ) memiliki 184 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 2,849,238 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Wells Fargo & Company/mn, DRW Securities, LLC, Kingstone Capital Partners Texas, LLC, Prudential Plc, Brookstone Capital Management, Raymond James Financial Inc, and EWG Elevate Inc. .
Struktur kepemilikan institusional ARK ETF Trust - ARK Autonomous Technology & Robotics ETF (BATS:ARKQ) 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 97.18 / share. Previously, on September 9, 2024, the share price was 53.70 / share. This represents an increase of 80.97% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 2,825 | 252 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 3,700 | -48.61 | 330 | -31.03 | |||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 14 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 2,311 | 206 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4,534 | -40.69 | 404 | -20.36 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 16,164 | -3.04 | 1,425 | 29.08 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 15,300 | 21.43 | 1,364 | 63.55 | |||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 1,999 | 0.00 | 194 | 46.97 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 19,113 | 3.70 | 1,704 | 39.56 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 9,258 | -23.85 | 736 | -6.36 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8,115 | 10.42 | 724 | 48.77 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 10 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 4,215 | 376 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 5,080 | 0.00 | 453 | 34.52 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 14,852 | 3.02 | 1,324 | 38.64 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 1 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 865 | 77 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5,132 | -30.30 | 458 | -6.16 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 32 | 3 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 90 | 0.00 | 8 | 60.00 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2,853 | -6.76 | 254 | 7.63 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 2,815 | -10.35 | 251 | 20.67 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 8 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 132 | -1.49 | 12 | 10.00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 595 | -38.85 | 53 | -17.19 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 107 | 10 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 298 | 0.00 | 27 | 36.84 | ||||
| 2025-05-06 | 13F | Rsm Us Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 797 | 0.00 | 71 | 36.54 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 6,429 | 0.00 | 573 | 34.82 | ||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 4,344 | 0.00 | 288 | 0.00 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 767 | 539.17 | 68 | 871.43 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 299 | 0.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 12 | 1 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 2,500 | 221 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,750 | -39.88 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 8,100 | 716 | |||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 70 | 0.00 | 6 | 50.00 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 3,207 | 0.63 | 286 | 35.07 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 6,869 | -0.04 | 612 | 34.51 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 126 | 0.00 | 11 | 37.50 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 2,165 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 8,221 | 0.88 | 733 | 35.99 | ||||
| 2025-05-15 | 13F | Barclays Plc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Eagle Wealth Strategies Llc | 3,026 | 270 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 48,179 | -5.67 | 4 | 33.33 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 215 | -20.96 | 19 | 5.56 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 187,515 | 16.35 | 16,721 | 56.58 | ||||
| 2025-05-13 | 13F | Tyler-Stone Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 711 | -15.46 | 63 | -3.08 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 105 | 0.00 | 9 | 50.00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 77 | 7 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 21 | 0 | ||||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-08 | 13F | Parallel Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 31,375 | -14.05 | 2,798 | 15.67 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,366 | 0.00 | 211 | 34.62 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 2,300 | 205 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 9,600 | 856 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2,505 | 2.00 | 223 | 37.65 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 550 | 175.00 | 49 | 276.92 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 21,175 | 1.26 | 2 | 0.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 22,287 | 568.08 | 1,987 | 799.10 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 4,002 | 357 | ||||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 2,602 | 232 | ||||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 10,425 | 0.00 | 930 | 34.64 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 397 | 35 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 21 | 40.00 | ||||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 2,923 | 261 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 40,626 | 79.06 | 3,623 | 140.98 | ||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 12 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 3,600 | 321 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,644 | 20.03 | 325 | 61.19 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 10,036 | -2.92 | 895 | 30.70 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 12 | 0.00 | 1 | |||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 247 | 0.00 | 22 | 37.50 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 5,892 | 2.68 | 525 | 38.16 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,446 | 318.12 | 218 | 384.44 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 52,518 | 12.51 | 4,683 | 51.46 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 17,731 | 25.47 | 1,581 | 68.91 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 40,205 | 3,585 | ||||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 5,419 | 0.00 | 483 | 34.54 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 119 | 0 | ||||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 2,709 | 242 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 15,895 | 2.65 | 1,417 | 38.11 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 126 | -82.83 | 8 | -85.71 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 352 | 0.00 | 31 | 34.78 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 6,798 | 47.43 | 606 | 98.69 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 61 | 144.00 | 5 | 400.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 100 | -45.65 | 9 | -33.33 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6,992 | 44.58 | 623 | 94.69 | ||||
| 2025-08-12 | 13F | Prudential Plc | 78,450 | 23.84 | 6,995 | 66.67 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Group One Trading, L.p. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 345 | 0.00 | 31 | 36.36 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 14,972 | 0.00 | 1,335 | 34.58 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 7,200 | -76.77 | 642 | -68.74 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 24,500 | 5.60 | 2,185 | 42.09 | |||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 28,299 | 19.02 | 2,524 | 60.25 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 310,658 | 30.21 | 27,701 | 75.23 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 35 | 0.00 | 3 | 50.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 37,278 | 39.78 | 3,324 | 88.12 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 26,716 | 1.72 | 2 | 100.00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 2,086 | 202 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 126,153 | 7 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 146 | 0.00 | 11 | 22.22 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 2,813 | 251 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12,170 | 0.75 | 1,085 | 35.63 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 4,600 | 4.55 | 410 | 40.89 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6,229 | 0.10 | 553 | 33.98 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3,513 | 313 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 993 | 0.00 | 89 | 35.38 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 2,794 | 241 | ||||||
| 2025-08-11 | 13F | Covestor Ltd | 5 | 0 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 38,830 | 13.36 | 3,462 | 52.58 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 6,151 | 471 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 6,311 | -1.16 | 563 | 32.86 | ||||
| 2025-08-07 | 13F | PFG Advisors | 6,006 | 1.69 | 536 | 36.83 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 6,910 | -2.15 | 616 | 31.91 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 12,186 | 0.00 | 1,087 | 34.57 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 2,941 | 262 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,303 | -1.96 | 295 | 31.25 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 251 | 24.88 | 22 | 69.23 | ||||
| 2025-08-08 | 13F | Creative Planning | 5,008 | 12.16 | 447 | 51.19 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 46,486 | 26.10 | 4,145 | 69.74 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 649 | -80.84 | 58 | -74.55 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 6,992 | 623 | ||||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 8 | 0.00 | 1 | |||||
| 2025-05-06 | 13F | Advisors Preferred, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 20,852 | 1.19 | 1,859 | 36.19 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | Put | 187,000 | 15.01 | 16,675 | 54.78 | |||
| 2025-08-14 | 13F | DRW Securities, LLC | 10,405 | -80.03 | 928 | -73.14 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 684 | 61 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 579,927 | -5.01 | 51,712 | 27.84 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 48 | 0.00 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 23 | 0.00 | 2 | 100.00 | ||||
| 2025-04-11 | 13F | Insight Advisors, LLC/ PA | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 2,485 | 222 | ||||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 20,333 | -57.85 | 1,813 | -43.26 | ||||
| 2025-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12,697 | 8.12 | 1 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 35 | 0.00 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | NCP Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 1,436 | 0.00 | 128 | 34.74 | ||||
| 2025-09-02 | 13F | Pvg Asset Management Corp | 5,612 | 500 | ||||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 190 | -58.70 | 17 | -46.67 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 2,903 | 259 | ||||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 13,088 | 2.22 | 1,167 | 37.62 | ||||
| 2025-05-09 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 48 | 4 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,520 | 225 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 3,786 | -8.17 | 338 | 23.44 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 2,262 | 202 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 9,902 | -3.73 | 883 | 29.52 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 6,556 | 65.81 | 585 | 123.75 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 150 | 13 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 350 | 31 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 2,500 | -81.06 | 223 | -74.60 | ||||
| 2025-05-13 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1,500 | 134 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 150 | 417.24 | 13 | 1,200.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 3,722 | 332 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 354 | 0.00 | 32 | 34.78 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 18 | 0.00 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3,172 | -19.96 | 283 | 7.63 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,045 | 0.00 | 182 | 30.00 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 60 | 0.00 | 5 | 66.67 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 425 | 38 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 411,262 | 30.68 | 36,672 | 75.87 | ||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 3,300 | 0 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 16 | 0.00 | 1 | 0.00 | ||||
| 2025-04-28 | 13F | Mutual Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 337 | 0.00 | 30 | 36.36 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 60,604 | -3.78 | 5,404 | 29.50 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 4,969 | -1.21 | 443 | 33.03 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 28 | 0.00 | 2 | 100.00 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 172 | 0.58 | 15 | 36.36 | ||||
| 2025-05-12 | 13F | Citigroup Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 86 | 0.00 | 8 | 40.00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 9,679 | 863 | ||||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 32,515 | -1.25 | 2,899 | 32.92 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 40 | 0.00 | 4 | 50.00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 276 | 0.00 | 25 | 33.33 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4,406 | -1.12 | 393 | 32.88 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1,214 | -20.39 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 2,509 | 224 | ||||||
| 2025-08-08 | 13F | Glassman Wealth Services | 200 | 0.00 | 18 | 30.77 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 55 | 0.00 | 5 | 33.33 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 743 | -48.69 | 66 | -30.53 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Gerber, Llc | 2,392 | 213 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 427 | -62.84 | 38 | -50.00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 222 | 20 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 3,847 | 0.00 | 343 | 35.04 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 49,338 | 4,399 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 5,051 | 0.26 | 450 | 35.14 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 40 | 0.00 | 4 | 50.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,592 | 0.51 | 142 | 35.58 | ||||
| 2025-05-08 | 13F | Harvest Fund Management Co., Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,193 | -28.00 | 106 | -2.75 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 280 | 0.00 | 25 | 33.33 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 229 | 172.62 | 20 | 300.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 14,478 | -55.48 | 1,291 | -40.09 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,219 | 0.00 | 109 | 35.00 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 304 | 27 | ||||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 33,217 | 0.06 | 2,962 | 34.65 |
