Mga Batayang Estadistika
Pemilik Institusional | 391 total, 387 long only, 1 short only, 3 long/short - change of 1.55% MRQ |
Alokasi Portofolio Rata-rata | 0.1962 % - change of 1.91% MRQ |
Saham Institusional (Jangka Panjang) | 31,211,127 (ex 13D/G) - change of 0.41MM shares 1.33% MRQ |
Nilai Institusional (Jangka Panjang) | $ 926,769 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Global X Funds - Global X Robotics & Artificial Intelligence ETF (US:BOTZ) memiliki 391 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 31,211,127 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, UBS Group AG, Wells Fargo & Company/mn, Jpmorgan Chase & Co, Commonwealth Equity Services, Llc, Mirae Asset Global Investments Co., Ltd., Raymond James Financial Inc, and Barclays Plc .
Struktur kepemilikan institusional Global X Funds - Global X Robotics & Artificial Intelligence ETF (NasdaqGM:BOTZ) 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 33.58 / share. Previously, on September 9, 2024, the share price was 29.45 / share. This represents an increase of 14.02% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-04-28 | 13F | Coastline Trust Co | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | RMR Wealth Builders | 7,598 | 248 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 95,217 | 8.54 | 3,109 | 24.52 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 1,012,710 | 66.62 | 33,065 | 91.15 | ||||
2025-08-14 | 13F/A | Barclays Plc | 595,877 | 498.28 | 19 | 850.00 | ||||
2025-08-12 | 13F | Stelac Advisory Services LLC | 7,376 | -23.94 | 241 | -12.36 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 2,105 | 0.00 | 69 | 15.25 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 450 | 15 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 43,500 | 74.70 | 1,420 | 100.56 | |||
2025-08-12 | 13F | Boreal Capital Management LLC | 3,308 | 108 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 14,028 | -71.92 | 458 | -67.77 | ||||
2025-07-10 | 13F | PMV Capital Advisers, LLC | 635 | 0.00 | 21 | 11.11 | ||||
2025-05-02 | 13F | Fortis Group Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6,268 | 205 | ||||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 10,250 | -10.09 | 335 | 3.09 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 214,543 | 3.54 | 7,005 | 18.79 | ||||
2025-08-11 | 13F | Tidemark, LLC | 133 | -6.34 | 4 | 0.00 | ||||
2025-04-28 | 13F | Vontobel Holding Ltd. | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 29,965 | -51.42 | 978 | -44.27 | ||||
2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 28,603 | -7.31 | 934 | 6.26 | ||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 6,688 | 218 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 71,600 | -3.11 | 2,338 | 11.13 | |||
2025-05-15 | 13F | BTG Pactual Asset Management US LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 243,463 | 10.62 | 8 | 16.67 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 8 | 0.00 | 0 | |||||
2025-07-18 | 13F | PFG Investments, LLC | 9,012 | 1.76 | 294 | 16.67 | ||||
2025-08-12 | 13F | Allen Capital Group, LLC | 18,036 | 589 | ||||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 90 | 0.00 | 3 | 0.00 | ||||
2025-07-21 | 13F | Hilltop National Bank | 0 | -100.00 | 0 | |||||
2025-04-25 | 13F | Uniting Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 190 | 0.00 | 6 | 20.00 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 100,353 | 32.70 | 3,277 | 52.23 | ||||
2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 7,410 | 0.00 | 242 | 14.76 | ||||
2025-08-13 | 13F | Keystone Financial Group | 19,358 | 25.95 | 632 | 44.62 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 17,823 | 0.00 | 1 | |||||
2025-05-01 | 13F | ADG Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 234 | 0.00 | 0 | |||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 8,987 | -0.85 | 293 | 14.01 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 41,644 | 11.18 | 1,360 | 27.49 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 8,280 | 7.69 | 270 | 23.85 | ||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
2025-05-13 | 13F | GKV Capital Management Co., Inc. | 278 | 8 | ||||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 9,358 | 306 | ||||||
2025-08-15 | 13F | Harvest Fund Management Co., Ltd | 98 | 0.00 | 0 | |||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 9,358 | -30.07 | 266 | -37.70 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 8,491 | -11.43 | 277 | 1.84 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | Call | 0 | -100.00 | 0 | ||||
2025-07-07 | 13F | Investors Research Corp | 12 | 0.00 | 0 | |||||
2025-05-14 | 13F | Smartleaf Asset Management LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Portland Financial Advisors Inc | 17,291 | -0.29 | 565 | 14.40 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 1,306 | 867.41 | 43 | 1,300.00 | ||||
2025-07-25 | 13F | Cwm, Llc | 122,308 | 10.59 | 4 | 0.00 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 245,767 | -1.13 | 8 | 14.29 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 26,042 | -11.26 | 850 | 1.80 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 1,727 | 56 | ||||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 105 | -55.88 | 3 | -50.00 | ||||
2025-07-30 | 13F | Advantage Trust Co | 9,188 | 0.00 | 300 | 14.56 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 67,480 | 6.16 | 2,203 | 21.85 | ||||
2025-08-07 | 13F | PFG Advisors | 8,847 | -8.65 | 289 | 4.73 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 1,000 | 0.00 | 0 | |||||
2025-08-04 | 13F | JDM Financial Group LLC | 206 | 0.00 | 7 | 20.00 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 1,916 | 0.00 | 63 | 14.81 | ||||
2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 2,314 | -53.42 | 76 | -52.53 | ||||
2025-07-16 | 13F/A | CX Institutional | 56 | 0 | ||||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 9 | 200.00 | 0 | |||||
2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 10,767 | -2.36 | 352 | 12.14 | ||||
2025-08-07 | 13F | Nwam Llc | 6,126 | 206 | ||||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-17 | 13F | David Kennon Inc | 10,230 | 0.00 | 334 | 14.78 | ||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 9,051 | 20.42 | 296 | 38.50 | ||||
2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Tocqueville Asset Management L.p. | 65,852 | -2.12 | 2,150 | 12.33 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 12,596 | 9.51 | 412 | 25.99 | ||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 375 | 0.00 | 12 | 20.00 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 9,116 | -8.73 | 298 | 4.58 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Mariner, LLC | 90,668 | 6.81 | 2,960 | 22.57 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 18,467 | -6.20 | 604 | 7.86 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 14,670 | -1.15 | 479 | 13.27 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 79,569 | 3,165.04 | 2 | -97.10 | ||||
2025-08-11 | 13F | Resurgent Financial Advisors LLC | 16,242 | 0.31 | 530 | 15.22 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 14,177 | -10.01 | 463 | 3.13 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 400 | 0.00 | 13 | 18.18 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Wedbush Securities Inc | 17,281 | 3.30 | 1 | |||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12,709 | -6.88 | 415 | 6.70 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 11,553 | 2.90 | 377 | 18.18 | ||||
2025-08-12 | 13F | MAI Capital Management | 2,664 | 9.86 | 87 | 24.64 | ||||
2025-08-05 | 13F | Huntington National Bank | 63 | 226.32 | ||||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 22,457 | 8.90 | 733 | 25.09 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 19,473 | 250.80 | 636 | 301.90 | ||||
2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Simplex Trading, Llc | 4,359 | 0 | ||||||
2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 4,000 | 0.00 | 131 | 15.04 | ||||
2025-08-05 | 13F | Sage Capital Management, LLC | 103,245 | -1.86 | 3,371 | 12.56 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Western Wealth Management, LLC | 6,754 | 221 | ||||||
2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 75 | 2 | ||||||
2025-08-14 | 13F | Ameriprise Financial Inc | 441,085 | 26.10 | 14,401 | -48.74 | ||||
2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 522 | 3.16 | 17 | 21.43 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 7,442 | -20.13 | 243 | -8.68 | ||||
2025-04-24 | 13F | Aspect Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Retirement Planning Group | 30,154 | -36.15 | 985 | -26.79 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 3,119 | -7.42 | 0 | |||||
2025-08-14 | 13F | Colony Group, LLC | 109,025 | 7.63 | 3,560 | 23.49 | ||||
2025-08-14 | 13F | Dagco, Inc. | 618 | 0.00 | 20 | 17.65 | ||||
2025-08-12 | 13F | Manchester Capital Management LLC | 2,550 | 0.00 | 83 | 15.28 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Ubs Asset Management Americas Inc | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Eagle Strategies LLC | 29,650 | 4.92 | 968 | 20.40 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 802 | 0.00 | 26 | 18.18 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 31,321 | 27.05 | 1,023 | 45.79 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 600 | 0.00 | 20 | 11.76 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 95 | 3 | ||||||
2025-08-12 | 13F | Close Asset Management Ltd | 10,000 | 0.00 | 0 | |||||
2025-08-06 | 13F | Black Swift Group, LLC | 211,505 | 6,906 | ||||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 45,187 | -2.33 | 1,475 | 12.08 | ||||
2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 0 | -100.00 | 0 | |||||
2025-04-30 | 13F | J Hagan Capital, Inc. | 10,337 | 330 | ||||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4,229 | -43.91 | 138 | -35.51 | ||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Nbt Bank N A /ny | 414 | 0.00 | 14 | 18.18 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 3,805 | 23.54 | 124 | 42.53 | ||||
2025-05-19 | 13F/A | Jane Street Group, Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-25 | 13F | SPC Financial, Inc. | 28,621 | 0.93 | 934 | 15.74 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 31 | 0.00 | 1 | |||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 278,607 | 97.93 | 9,097 | 127.06 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 30 | 50.00 | 1 | |||||
2025-08-14 | 13F | UBS Group AG | 1,422,611 | -26.51 | 46,448 | -15.69 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 25,333 | 30.89 | 827 | 50.36 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | Greenwich Wealth Management LLC | 15,187 | 0.00 | 0 | |||||
2025-07-28 | 13F | Mutual Advisors, LLC | 24,799 | 92.48 | 851 | 131.25 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2,512 | 31.86 | 82 | 36.67 | ||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 4,897 | 0.00 | 160 | 14.39 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 9,928 | 200.58 | 324 | 208.57 | ||||
2025-08-12 | 13F | Mmbg Investment Advisors Co. | 10,000 | 0.00 | 327 | 15.14 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 8,007 | -1.50 | 261 | 12.99 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 11,506 | 5.40 | 376 | 20.97 | ||||
2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | StoneX Group Inc. | 6,488 | 212 | ||||||
2025-08-04 | 13F | Spire Wealth Management | 14,683 | 0.00 | 479 | 14.87 | ||||
2025-08-08 | 13F | CFO4Life Group, LLC | 6,739 | 220 | ||||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 362,407 | 4.16 | 11,833 | 19.49 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Captrust Financial Advisors | 26,382 | -3.67 | 861 | 10.53 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 35,269 | 67.40 | 1,152 | 92.15 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7,491 | -16.85 | 244 | -4.69 | ||||
2025-04-25 | 13F | Wealthbridge Capital Management, Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 607,352 | 0.48 | 19,830 | 15.28 | ||||
2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 60 | 0.00 | 2 | 0.00 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 2,828 | -4.91 | 92 | 9.52 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 20,049 | -4.11 | 655 | 9.92 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 28,137 | -0.99 | 919 | 13.61 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 3,928 | -0.25 | 126 | 12.50 | ||||
2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 37,200 | 332.56 | 1,215 | 397.54 | |||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 40,053 | -3.82 | 1,308 | 9.01 | ||||
2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 20,336 | 664 | ||||||
2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 41,300 | 34.97 | 1,348 | 54.94 | |||
2025-07-17 | 13F | Beacon Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Horizon Investments, LLC | 7 | -30.00 | 0 | |||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 141,090 | 11.71 | 4,606 | 28.16 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Horizon Financial Services, Llc | 660 | 0.00 | 22 | 16.67 | ||||
2025-07-15 | 13F | BCS Wealth Management | 9,862 | 27.45 | 0 | |||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 1,103 | 0.00 | 36 | 16.13 | ||||
2025-07-25 | 13F | Endowment Wealth Management, Inc. | 14,403 | 27.38 | 470 | 46.42 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 9,857 | -13.05 | 322 | -0.31 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 10,294 | 9.80 | 336 | 26.32 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 80 | 0.00 | 3 | 0.00 | ||||
2025-08-01 | 13F | Solstein Capital, LLC | 2,055 | 0.00 | 67 | 15.52 | ||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 10,592 | 6.32 | 346 | 21.91 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 23,950 | -10.89 | 782 | 2.23 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 5,885,901 | -4.92 | 192,175 | 9.08 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 202,744 | 12.41 | 6,620 | 28.95 | ||||
2025-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 12,157 | 20.24 | 397 | 37.98 | ||||
2025-08-07 | 13F | Commerce Bank | 9,723 | -4.89 | 317 | 9.31 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 15,470 | 11.94 | 505 | 28.50 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 492 | 0.00 | 16 | 23.08 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 396 | 0.00 | 13 | 9.09 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 19,480 | 636 | ||||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10 | -99.08 | 0 | -100.00 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 9,615 | 17.37 | 314 | 34.19 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 42,643 | -9.32 | 1,392 | 4.04 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 182,445 | 15.02 | 5,957 | 31.95 | ||||
2025-07-16 | 13F | Owen LaRue, LLC | 10,650 | 0.00 | 348 | 14.52 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 185 | 117.65 | 6 | 200.00 | ||||
2025-05-09 | 13F | Farrow Financial Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 426,580 | -9.06 | 13,929 | 4.33 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 801 | 130.84 | 26 | 188.89 | ||||
2025-08-05 | 13F | Transatlantique Private Wealth Llc | 12,075 | 12.24 | 394 | 28.76 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 615 | 48.19 | 20 | 81.82 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 7,262 | -38.59 | 237 | -17.99 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 19,017 | -4.03 | 621 | 10.12 | ||||
2025-08-14 | 13F | Fmr Llc | 12,247 | -14.31 | 400 | -1.72 | ||||
2025-04-23 | 13F | PBMares Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Archer Investment Corp | 1,832 | -33.60 | 60 | -24.36 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 980 | 32 | ||||||
2025-07-28 | 13F | Eq Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-04-01 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 14,278 | -0.94 | 466 | 13.66 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1,099 | 0.00 | 36 | 12.90 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 34,119 | 1.05 | 1,114 | 15.94 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 910,310 | 7.53 | 30 | 20.83 | ||||
2025-05-07 | 13F | Ramirez Asset Management, Inc. | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 525 | 0.00 | 17 | 21.43 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 664 | 51.60 | 22 | 75.00 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 647 | 5.89 | 0 | |||||
2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 50 | 0.00 | 2 | 0.00 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 9,531 | 0.11 | 311 | 15.19 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 13,768 | -20.54 | 450 | -8.92 | ||||
2025-08-14 | 13F | Toronto Dominion Bank | 23 | 53.33 | 1 | |||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 684,877 | 12.67 | 22,361 | 27.07 | ||||
2025-04-16 | 13F | West Branch Capital LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 68,071 | 28.43 | 2,223 | 47.35 | ||||
2025-08-14 | 13F | Family Office Research LLC | 12,211 | -28.71 | 399 | -18.28 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10,862 | 355 | ||||||
2025-07-31 | 13F | CNB Bank | 112 | 4 | ||||||
2025-08-06 | 13F | Nvwm, Llc | 8 | 0.00 | 0 | |||||
2025-08-08 | 13F | Creative Planning | 102,823 | -0.24 | 3,357 | 14.46 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 575 | 22.34 | 19 | 20.00 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 39,704 | -65.02 | 1,296 | -59.88 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 61,177 | 18.19 | 1,997 | 35.57 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 868 | -0.57 | 25 | -11.11 | ||||
2025-07-14 | 13F | Abound Wealth Management | 10 | -75.00 | 0 | -100.00 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Morgan Stanley | 3,118,575 | 3.71 | 101,822 | 18.98 | ||||
2025-08-12 | 13F | LPL Financial LLC | 2,311,665 | 4.63 | 75,476 | 20.03 | ||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 501 | 0.00 | 16 | 14.29 | ||||
2025-05-15 | 13F | Cardiff Park Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 8,634 | 282 | ||||||
2025-05-14 | 13F | Walleye Capital LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-12 | 13F | Prudential Plc | 62,600 | 36.68 | 2,044 | 56.79 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 55,750 | 22.11 | 1,587 | 8.78 | ||||
2025-08-07 | 13F | Allworth Financial LP | 3,726 | 0.00 | 122 | 16.35 | ||||
2025-07-23 | 13F | 1 North Wealth Services Llc | 99,891 | 0.14 | 3,261 | 14.90 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 7,062 | 0.09 | 231 | 15.00 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 111,978 | 52.43 | 3,642 | 71.26 | ||||
2025-08-01 | 13F | Centerpoint Advisors, LLC | 700 | 0.00 | 0 | |||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 25,271 | -15.04 | 825 | -2.48 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 263,837 | 9.59 | 8,614 | 25.73 | ||||
2025-05-12 | 13F | Prestige Wealth Management Group LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 1,000 | 0.00 | 33 | 0.00 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 391 | 1,296.43 | 13 | |||||
2025-07-18 | 13F | Truist Financial Corp | 26,119 | 9.39 | 853 | 25.48 | ||||
2025-07-25 | 13F | GFS Advisors, LLC | 42,961 | 0.00 | 1,403 | 14.72 | ||||
2025-04-18 | 13F | Insigneo Advisory Services, Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | 13F | JustInvest LLC | 9,000 | 0.00 | 294 | 14.45 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 14,500 | 473 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 12,200 | 0.38 | 398 | 15.36 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 36,860 | -10.58 | 1,203 | 2.56 | ||||
2025-07-21 | 13F | Sterling Investment Counsel, LLC | 33,627 | -19.05 | 1,098 | -7.19 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | HB Wealth Management, LLC | 18,355 | -11.71 | 599 | 1.35 | ||||
2025-08-08 | 13F | Avalon Trust Co | 832 | 27 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 43,673 | -1.85 | 1,426 | 12.56 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 23,275 | 19.41 | 760 | 37.00 | ||||
2025-08-13 | 13F | Kilter Group LLC | 218 | 7 | ||||||
2025-04-30 | 13F | BCJ Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 2,589 | 0.00 | 85 | 15.07 | ||||
2025-04-08 | 13F | Avondale Wealth Management | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 913 | 30 | ||||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 17,649 | 0.28 | 576 | 15.20 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 22,726 | 6.31 | 742 | 22.04 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 158,040 | 5,160 | ||||||
2025-07-22 | 13F | Powell Investment Advisors, LLC | 6,992 | 29.43 | 229 | 49.02 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 40 | 0.00 | 1 | 0.00 | ||||
2025-08-14 | 13F | Group One Trading, L.p. | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Park Avenue Securities Llc | 68,794 | 17.37 | 2 | 100.00 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 49,505 | 8.10 | 1,616 | 23.93 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 225 | -33.63 | 7 | -22.22 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 698 | 0.00 | 23 | 15.79 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 1,791 | -64.82 | 58 | -60.42 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 217,304 | -8.32 | 7 | 16.67 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 8,289 | 8.18 | 271 | 23.85 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 2,774 | 0.00 | 91 | 15.38 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 200 | 0.00 | 7 | 20.00 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 841 | 0.00 | 27 | 17.39 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 7,968 | -63.92 | 260 | -58.60 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 80,555 | -6.60 | 2,630 | 7.17 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-15 | 13F | IMS Capital Management | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Phoenix Wealth Advisors | 26,504 | -1.20 | 865 | 13.37 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 6,121 | 200 | ||||||
2025-08-11 | 13F | Rothschild Investment Llc | 700 | 0.00 | 23 | 15.79 | ||||
2025-05-15 | 13F | Pinnacle Financial Group, LLC / IL | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 0 | -100.00 | 0 | |||||
2025-04-22 | 13F | Axos Invest Inc. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 343,383 | -0.35 | 11,211 | 14.33 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 18,881 | 616 | ||||||
2025-08-29 | 13F | Total Investment Management Inc | 925 | 30 | ||||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 7,595 | -18.41 | 248 | -6.44 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,669 | -30.89 | 544 | -20.70 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 34,286 | 1,119 | ||||||
2025-04-29 | 13F | Callan Capital, LLC | 13,134 | 0.00 | 374 | -10.98 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 335 | 0.00 | 11 | 11.11 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 683 | 0.00 | 22 | 15.79 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 2,750 | 1.85 | 90 | 17.11 | ||||
2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 119,625 | 4.29 | 3,906 | 19.64 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 59,574 | 6.86 | 1,945 | 22.64 | ||||
2025-08-12 | 13F | Holderness Investments Co | 9,811 | -3.44 | 320 | 10.73 | ||||
2025-08-14 | 13F | Crawford Fund Management, LLC | Put | 21,500 | -20.37 | 702 | -8.72 | |||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Parallel Advisors, LLC | 2,107 | 76.32 | 69 | 100.00 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 41,696 | -13.96 | 1,367 | -0.87 | ||||
2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 278 | 0.00 | 9 | 28.57 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 13,393 | -0.15 | 437 | 14.70 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 47,750 | 1,563 | ||||||
2025-08-14 | 13F | Nan Shan Life Insurance Co., Ltd. | 110,000 | 0.00 | 3,592 | 14.73 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 333,567 | -13.09 | 10,889 | -0.31 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 376 | 0.00 | 12 | 20.00 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 114,428 | 12.71 | 3,736 | 29.32 | ||||
2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 17,107 | -0.90 | 559 | 13.65 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 285,015 | 38.85 | 9,306 | 59.30 | ||||
2025-08-14 | 13F | Hancock Prospecting Pty Ltd | 45,766 | 0.00 | 1,494 | 14.75 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 2,411 | 0.00 | 79 | 14.71 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 951 | 56.41 | 31 | 82.35 | ||||
2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Aurora Private Wealth, Inc. | 8,073 | -90.16 | 0 | |||||
2025-07-16 | 13F | RWM Asset Management, LLC | 45,011 | 5.89 | 1,470 | 21.51 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 14,167 | -83.54 | 0 | -100.00 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 93,733 | -13.22 | 3,060 | -0.46 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 27,026 | 1.19 | 882 | 16.05 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 135 | 4 | ||||||
2025-08-18 | 13F | Pacific Center for Financial Services | 132 | 0.00 | 4 | 33.33 | ||||
2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 2,255 | 226 | ||||||
2025-05-15 | 13F | Glenmede Trust Co Na | 8,185 | -0.63 | 233 | -11.79 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 1,112 | 0.00 | 36 | 16.13 | ||||
2025-08-14 | 13F | Rafferty Asset Management, LLC | 433,742 | -3.18 | 14,162 | 11.08 | ||||
2025-06-27 | NP | UBOT - Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 3X Shares | 369,063 | -17.62 | 10,540 | -29.09 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,800 | 0.00 | 59 | 13.73 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 105,935 | 1.64 | 3,459 | 16.59 | ||||
2025-08-14 | 13F | Comerica Bank | 3,465 | -46.62 | 113 | -38.59 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 295 | 0.00 | 10 | 12.50 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 160 | 0.00 | 5 | 25.00 | ||||
2025-07-23 | 13F | TPG Financial Advisors, LLC | 212,183 | 1,619.61 | 6,928 | 1,873.50 | ||||
2025-08-12 | 13F | Country Trust Bank | 238 | 20.20 | 8 | 40.00 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | -100.00 | 0 | ||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 15,155 | 495 | ||||||
2025-08-08 | 13F | Wealth Alliance | 8,622 | 0.02 | 282 | 14.69 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 15,946 | 0.91 | 521 | 15.81 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 97,804 | 2.95 | 3,193 | 18.13 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Hoey Investments, Inc | 3 | 0.00 | 0 | |||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 5 | 0 | ||||||
2025-07-15 | 13F | Fifth Third Bancorp | 902 | 0.00 | 29 | 16.00 | ||||
2025-08-11 | 13F | Citigroup Inc | 410,450 | -10.50 | 13,401 | 2.68 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 4 | 0.00 | 0 | |||||
2025-07-14 | 13F | Signature Securities Group Corporation | 31,939 | 0.04 | 1,045 | 15.09 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 348 | 0.00 | 11 | 22.22 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
2025-04-08 | 13F | Pacifica Partners Inc. | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 50 | 0.00 | 2 | 0.00 | ||||
2025-08-14 | 13F | Camden Capital, LLC | 26,398 | 0.00 | 862 | 14.65 | ||||
2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 500 | 0.00 | 16 | 14.29 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1,342,508 | 17.02 | 43,833 | 34.24 | ||||
2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 620 | 0.00 | 20 | 17.65 | ||||
2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | St Germain D J Co Inc | 385 | 0.00 | 13 | 20.00 | ||||
2025-04-28 | 13F | First Horizon Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Colonial Trust Advisors | 315 | 10 | ||||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4,615 | 4.72 | 151 | 20.00 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 62,029 | 4.28 | 2,076 | 22.70 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 36,318 | -2.70 | 1 | 0.00 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 24,919 | 1.30 | 814 | 16.14 | ||||
2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 7,200 | 235 | ||||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 10,676 | -21.83 | 349 | -10.31 | ||||
2025-04-25 | 13F | Tradewinds Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 12,327 | -20.35 | 402 | -8.64 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 4,134 | 135 | ||||||
2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 350 | 0.00 | 11 | 22.22 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 13,331 | 9.54 | 435 | 25.72 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,612 | -97.24 | 53 | -96.87 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 22,700 | -50.00 | 741 | -42.65 | |||
2025-07-15 | 13F | James J. Burns & Company, LLC | 7,667 | 250 | ||||||
2025-08-14 | 13F | Headlands Technologies LLC | 264 | 9 | ||||||
2025-04-28 | 13F | American Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 37,982 | 8.11 | 1,240 | 24.12 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 6,516 | 9.68 | 213 | 25.44 | ||||
2025-08-19 | 13F | Slocum, Gordon & Co LLP | 1,724 | 0.00 | 56 | 14.29 | ||||
2025-07-30 | 13F | Pittenger & Anderson Inc | 1,870 | 0.00 | 61 | 15.09 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 11,772 | -19.00 | 384 | -7.02 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 1 | 0 | ||||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 600 | 0.00 | 20 | 11.76 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 11,505 | 376 | ||||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 449 | 12.25 | 15 | 27.27 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 7,400 | 179 | ||||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 59,699 | 2.45 | 1,949 | 17.55 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 37 | 0.00 | 1 | 0.00 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 300 | 0.00 | 10 | 12.50 | ||||
2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 13,528 | -1.36 | 442 | 13.08 | ||||
2025-08-04 | 13F | Assetmark, Inc | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 40,705 | 4.23 | 1,329 | 19.62 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 315 | 0.32 | 10 | 25.00 | ||||
2025-07-28 | 13F | CGC Financial Services, LLC | 9,654 | 0.00 | 315 | 14.96 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 101,218 | 31.58 | 3,305 | 50.94 | ||||
2025-07-24 | 13F | Blair William & Co/il | 174,748 | -0.55 | 5,706 | 14.10 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 9,144 | -20.85 | 299 | -9.15 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 6,740 | 220 | ||||||
2025-04-11 | 13F | Insight Advisors, LLC/ PA | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Emerald Advisors, LLC | 48,312 | 11.33 | 1,577 | 27.69 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 553,546 | -16.16 | 18,073 | -3.82 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 7,680 | -0.18 | 251 | 14.68 | ||||
2025-08-07 | 13F | Sierra Ocean, Llc | 277 | 0.00 | 9 | 28.57 | ||||
2025-07-23 | 13F | Equitable Trust Co | 17,439 | 0.00 | 569 | 14.72 | ||||
2025-07-24 | 13F | Costello Asset Management, INC | 405 | 0.00 | 13 | 18.18 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 11,181 | 2.05 | 365 | 17.36 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 11,444 | -2.33 | 374 | 12.01 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 16,595 | 6.04 | 542 | 21.57 | ||||
2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 9,776 | -12.57 | 319 | 0.31 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 36,011 | -15.39 | 1,176 | -2.97 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1,376 | 0.00 | 45 | 12.82 | ||||
2025-08-11 | 13F | Alteri Wealth LLC | 16,941 | 0.02 | 553 | 14.73 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 414 | 0.00 | 14 | 18.18 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 14,413 | -6.29 | 471 | 7.55 | ||||
2025-08-14 | 13F | Sei Investments Co | 7,690 | 251 | ||||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 19,102 | 6.02 | 624 | 21.68 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 1,292 | 524.15 | 42 | 740.00 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Larson Financial Group LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 349,172 | 4.67 | 11,400 | 20.08 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 8,219 | 268 | ||||||
2025-07-08 | 13F | Strategic Advocates LLC | 40,494 | -2.41 | 1,322 | 12.03 | ||||
2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 106,013 | -13.06 | 3 | 0.00 | ||||
2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 5,000 | 25.00 | 163 | 44.25 | ||||
2025-06-27 | 13F | Copley Financial Group, Inc. | 81 | 0.00 | 3 | 0.00 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 21,221 | -7.79 | 693 | 5.81 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 8,002 | 0.00 | 261 | 14.98 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 15,500 | 58.88 | 518 | 87.00 | ||||
2025-08-14 | 13F | Frisch Financial Group, Inc. | 15,793 | 0.00 | 1 | |||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 13,319 | 0.52 | 435 | 15.12 | ||||
2025-07-29 | 13F | Private Trust Co Na | 470 | 0.00 | 15 | 15.38 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 386 | -61.48 | 13 | -57.14 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 2,905 | 3.34 | 0 | |||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 106,265 | 0.64 | 3,470 | 15.44 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 800 | 0.00 | 26 | 18.18 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 24,380 | 0.00 | 1 | |||||
2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 200 | 0.00 | 7 | 20.00 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 13,434 | 439 | ||||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 5,273 | 20.80 | 172 | 38.71 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 12,339 | -16.50 | 403 | -4.29 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 16,927 | -83.21 | 553 | -80.72 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 10,993 | 0.00 | 359 | 14.74 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 321 | 10 | ||||||
2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Capital Analysts, Inc. | 621 | 0.00 | 0 | |||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 138 | 81.58 | 5 | 100.00 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 27,740 | -11.50 | 906 | 1.46 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 121,608 | -3.38 | 3,980 | 11.08 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 213 | 0.00 | 7 | 0.00 | ||||
2025-07-24 | 13F | JB Capital LLC | 7,431 | -0.96 | 243 | 13.62 | ||||
2025-08-14 | 13F | Peak6 Llc | Call | 13,500 | 0.00 | 441 | 14.58 | |||
2025-07-30 | 13F/A | Alpha Wealth Funds, LLC | 26,367 | -3.73 | 861 | 10.40 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 10,092 | 330 | ||||||
2025-08-06 | 13F | North Capital, Inc. | 1,000 | 33 | ||||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 938 | 0.00 | 27 | -10.34 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 18,100 | 591 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 154,602 | 315.97 | 5,048 | 377.48 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 87,700 | 130.18 | 2,863 | 164.11 | |||
2025-07-07 | 13F | Trust Co | 206 | 0.00 | 7 | 20.00 | ||||
2025-08-12 | 13F | Change Path, LLC | 54,851 | -19.94 | 1,791 | -8.16 |
Other Listings
MX:BOTZ | |
PE:BOTZ | |
GB:0IY3 | |
KZ:BOTZ_KZ | US$ 33.80 |