Mga Batayang Estadistika
| Pemilik Institusional | 417 total, 417 long only, 0 short only, 0 long/short - change of -6.70% MRQ |
| Alokasi Portofolio Rata-rata | 0.2914 % - change of -26.46% MRQ |
| Saham Institusional (Jangka Panjang) | 65,632,260 (ex 13D/G) - change of -22.19MM shares -25.27% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,450,267 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF (US:CALF) memiliki 417 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 65,632,260 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Raymond James Financial Inc, Wells Fargo & Company/mn, Northwestern Mutual Wealth Management Co, UBS Group AG, Envestnet Asset Management Inc, Cetera Investment Advisers, and Advisor Group Holdings, Inc. .
Struktur kepemilikan institusional Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF (BATS:CALF) 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 43.77 / share. Previously, on September 6, 2024, the share price was 43.87 / share. This represents a decline of 0.23% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 15,377 | -6.66 | 612 | -0.81 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1,117 | 44 | ||||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 33,115 | -52.10 | 1,318 | -49.15 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 69,480 | 11.80 | 2,766 | 18.71 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 68,746 | -9.45 | 2,737 | -3.83 | ||||
| 2025-05-08 | 13F | Lindenwold Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,148 | -0.95 | 46 | 4.65 | ||||
| 2025-05-08 | 13F | Mma Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | DHK Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 770 | 34 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 39,086 | -8.20 | 1,556 | -2.51 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 67,269 | -29.73 | 2,678 | -25.40 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 15,939 | 0.03 | 635 | 6.20 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 10,425 | -3.83 | 415 | 2.22 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2,742 | 109 | ||||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 7,027 | 4.90 | 280 | 11.16 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 5,204 | -14.77 | 207 | -9.21 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 203,461 | 303.44 | 8,101 | 328.34 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 54,635 | -9.54 | 2,175 | -3.93 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | JT Stratford LLC | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | Amplius Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2,822 | 23,416.67 | 112 | |||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 7 | 16.67 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5,792 | -15.07 | 231 | -9.80 | ||||
| 2025-05-14 | 13F | PKS Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Allie Family Office LLC | 5,910 | -39.96 | 235 | -36.31 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 952 | -55.84 | 38 | -63.00 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 11,274 | 0.88 | 449 | 6.92 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 11,462 | -94.05 | 456 | -93.69 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 1,500 | 60 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 58,809 | -7.05 | 2,341 | -1.31 | ||||
| 2025-05-08 | 13F | Vestcor Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 6,418 | -27.94 | 256 | -23.42 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 315 | 13 | ||||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 53,635 | -0.59 | 2,190 | 8.26 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 87,873 | 8.61 | 3,499 | 15.33 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Ellerson Group Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 13,527 | -46.67 | 539 | -43.43 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 77,630 | 6.36 | 3,091 | 12.94 | ||||
| 2025-05-29 | 13F | Apeiron RIA LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 555 | -66.36 | 22 | -63.93 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 26,216 | -29.76 | 1,044 | -25.45 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 7,180 | -8.10 | 286 | -2.40 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 35,006 | 17.21 | 1,396 | 22.67 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 263 | 0.00 | 11 | 11.11 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 1,725 | -56.08 | 69 | -53.74 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 150,000 | 5,972 | ||||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 6,543 | -25.20 | 260 | -20.73 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 175,642 | -9.00 | 6,986 | -3.15 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 75,938 | -25.59 | 3,023 | -21.01 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 235,217 | 4.38 | 9,365 | 10.83 | ||||
| 2025-05-09 | 13F | Cary Street Partners Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | MBA Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 52,099 | -30.19 | 2,074 | -25.88 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 14,236 | 0.04 | 1 | |||||
| 2025-08-12 | 13F | Pacer Advisors, Inc. | 437,631 | 5.49 | 17,424 | 12.00 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 13,869 | 15.46 | 552 | 22.67 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 15,092 | -38.15 | 605 | -33.99 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 25,909 | -30.51 | 1,032 | -26.25 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 25,057 | -45.84 | 998 | -42.54 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 5,389 | -85.53 | 215 | -84.67 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 11,116 | -33.69 | 443 | -29.62 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | USAdvisors Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | Sanchez Wealth Management Group | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 600 | 867.74 | 24 | 1,050.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5,591 | -54.71 | 223 | -51.95 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 35,110 | 132.96 | 1,398 | 147.26 | ||||
| 2025-05-15 | 13F | Ironwood Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Camarda Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 15,399 | -50.68 | 613 | -47.61 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 19,277 | 15.13 | 768 | 22.33 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 38 | -93.57 | 2 | -95.45 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 713 | 0.00 | 28 | 7.69 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 12,203 | -18.33 | 486 | -13.39 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 66,750 | 42.29 | 2,658 | 51.05 | ||||
| 2025-05-02 | 13F | Grant Street Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 50,266 | -7.90 | 2,001 | -2.20 | ||||
| 2025-04-29 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 20,395 | 17.06 | 812 | 24.35 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 16,182 | -82.57 | 644 | -81.49 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 5,790 | -54.09 | 231 | -51.27 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 25,144 | -14.36 | 1,001 | -9.08 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4,469,368 | -8.58 | 177,948 | -2.94 | ||||
| 2025-05-06 | 13F | Sage Advisory Services, Ltd.Co. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5,361 | -33.31 | 213 | -29.24 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 5,231 | -2.17 | 208 | 4.00 | ||||
| 2025-04-14 | 13F | Menlo Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Provident Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Avondale Wealth Management | 12,828 | -94.37 | 511 | -94.03 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 20,760 | -8.65 | 827 | -3.05 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 30,598 | -5.83 | 1,218 | 0.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 144,640 | -39.91 | 5,759 | -36.21 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 7,232 | -7.66 | 295 | -0.34 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 40,523 | -3.33 | 1,613 | 2.67 | ||||
| 2025-04-28 | 13F | Rossby Financial, LCC | 0 | 0 | ||||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 80,164 | -1.12 | 3,192 | 4.97 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,030,962 | -17.22 | 41 | -10.87 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 12,875 | -44.12 | 513 | -40.67 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 602 | 0.00 | 24 | 4.55 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 249 | 0.00 | 10 | 0.00 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12,836 | 11.36 | 511 | 18.56 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 92 | 0.00 | 4 | 0.00 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 1,344 | -77.58 | 54 | -76.34 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 21,374 | -7.01 | 851 | -1.16 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 456,222 | -24.78 | 18,892 | -16.93 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 98,217 | -6.15 | 3,911 | -0.36 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 917 | -20.95 | 37 | -16.28 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 15,778 | -40.31 | 628 | -43.01 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 20,892 | -37.64 | 832 | -33.84 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 184 | 80.39 | 7 | 133.33 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 28,854 | 1,149 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 112,295 | -43.10 | 4,471 | -39.58 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 14,066 | -25.07 | 560 | -20.34 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Adirondack Trust Co | 5,378 | -33.74 | 214 | -29.61 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 19,834 | 1.17 | 790 | 7.35 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 48,786 | -97.42 | 1,942 | -97.26 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 75,918 | -17.36 | 3,023 | -12.28 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 23,995 | -17.36 | 955 | -12.22 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 48 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 137,929 | -1.46 | 5,492 | 4.63 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 5,778,462 | -35.88 | 230,070 | -31.92 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 367,020 | 6.21 | 14,613 | 12.76 | ||||
| 2025-05-13 | 13F | ASB Consultores, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-28 | 13F | GK Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 13,430 | -92.40 | 535 | -91.94 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6,342 | 40.65 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 7,642 | -46.48 | 304 | -43.18 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 10,910 | -84.95 | 434 | -84.03 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 24,353 | -15.93 | 1 | -100.00 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 11,795 | 2.85 | 470 | 9.07 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 17,105 | -16.47 | 681 | -11.21 | ||||
| 2025-05-01 | 13F | FDx Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Hartford Financial Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 10,065 | -4.48 | 401 | 1.27 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 12,444 | -28.08 | 495 | -23.61 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 345,389 | 51.30 | 13,752 | 60.64 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 92,910 | -10.85 | 3,699 | -5.35 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 11,593 | -5.62 | 462 | 0.22 | ||||
| 2025-07-28 | 13F | Prairie Sky Financial Group LLC | 48,950 | 3.90 | 1,949 | 10.31 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 41,672 | 31.93 | 1,659 | 40.12 | ||||
| 2025-05-01 | 13F | Alaska Permanent Capital Management | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 119,042 | -9.42 | 4,740 | -3.84 | ||||
| 2025-07-17 | 13F | Black Point Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 170 | -87.87 | 7 | -88.46 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | MTM Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1 | 0.00 | 0 | |||||
| 2025-05-13 | 13F | Capstone Wealth Management Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 0 | -100.00 | 0 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 335 | 13 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 26,382 | -3.37 | 1,050 | 2.64 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 6,273 | -12.69 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 13,564 | 0.34 | 540 | 6.72 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 113 | 0.00 | 4 | 0.00 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 274,184 | 33.93 | 10,917 | 42.19 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 65 | 0.00 | 3 | 0.00 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 9,197 | -55.49 | 366 | -52.71 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,215 | -86.27 | 367 | -85.42 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 81,670 | -10.15 | 3,252 | -4.61 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 8,048 | 0.00 | 320 | 6.31 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 37,124 | 292.31 | 1,478 | 255.29 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 181,056 | 16.24 | 7,209 | 23.40 | ||||
| 2025-05-14 | 13F | ZEGA Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Sharkey, Howes & Javer | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 30,406 | 14.19 | 1,211 | 21.24 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 7,709 | -85.03 | 307 | -84.15 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 66,492 | -17.15 | 2,647 | -12.03 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 66,326 | -26.83 | 2,641 | -22.33 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 11,217 | 100.27 | 447 | 112.38 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 50,004 | 0.25 | 1,991 | 6.42 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 5,902 | 0.91 | 235 | 6.85 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 12,083 | 0.00 | 481 | 6.18 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 5,318 | -15.84 | 212 | -10.59 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 7,253 | -77.16 | 289 | -75.80 | ||||
| 2025-07-16 | 13F | First American Bank | 6,000 | 0.00 | 239 | 5.78 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 16,956 | -34.22 | 675 | -30.12 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 10,300 | 410 | ||||||
| 2025-05-13 | 13F | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 6,710 | -64.86 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 300 | 12 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 81 | 0.00 | 3 | 0.00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 6,612 | 25.51 | 263 | 33.50 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 61,853 | 12.52 | 2,463 | 19.46 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 42,233 | 0.25 | 1,681 | 6.46 | ||||
| 2025-05-14 | 13F | Cascade Investment Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Nvwm, Llc | 22,838 | -29.96 | 909 | -25.61 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 8 | -87.72 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 163,339 | -57.74 | 6,531 | -54.94 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 72,146 | 3.96 | 2,872 | 10.38 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 55,824 | -43.54 | 2,244 | -39.47 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 5,815 | 232 | ||||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 40,309 | -11.64 | 1,605 | -6.20 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 50 | 2 | ||||||
| 2025-07-11 | 13F | First PREMIER Bank | 59,037 | -9.99 | 2 | 0.00 | ||||
| 2025-05-12 | 13F | Cypress Capital Group | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 22,444 | 11.38 | 894 | 18.28 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 10,650 | 0.00 | 424 | 6.27 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 397,740 | 11.36 | 15,836 | 18.24 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 11,679 | 0.32 | 465 | 6.42 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 169,385 | 55.98 | 6,744 | 65.62 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 68,982 | -19.14 | 2,748 | -14.12 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,107,425 | -20.25 | 123,722 | -15.33 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8,715 | 347 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 800 | -34.05 | 32 | -31.11 | ||||
| 2025-04-22 | 13F | XML Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8,482 | -67.86 | 338 | -65.93 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 55,896 | -11.28 | 2,225 | -5.80 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 9,067 | -58.79 | 361 | -56.36 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 6 | -88.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 21,490 | 33.79 | 856 | 42.03 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 70 | -36.94 | 3 | -50.00 | ||||
| 2025-05-09 | 13F | Syntegra Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1,817,663 | -35.20 | 72,370 | -31.20 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,650 | 22.31 | 66 | 30.00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 45,557 | -5.68 | 1,814 | 0.11 | ||||
| 2025-04-25 | 13F | Hixon Zuercher, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 61,855 | -32.41 | 2,463 | -28.24 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 253 | 0.00 | 10 | 11.11 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 13,862 | -45.50 | 552 | -42.18 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 33,781 | -4.66 | 1,345 | 1.20 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 28,890 | -4.54 | 1,150 | 1.41 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 11,413 | -63.59 | 0 | -100.00 | ||||
| 2025-04-18 | 13F | Edge Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 48,951 | 137.21 | 2 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 150 | -64.45 | 6 | -66.67 | ||||
| 2025-08-14 | 13F | Betterment LLC | 7,590 | -23.26 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,197,519 | -24.82 | 47,679 | -20.18 | ||||
| 2025-07-15 | 13F | Attessa Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 13,440 | 3.11 | 535 | 9.63 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1,885 | 0.00 | 75 | 7.14 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 363,287 | -41.06 | 14,464 | -37.42 | ||||
| 2025-05-01 | 13F | Smith Thornton Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1,634 | -59.56 | 65 | -56.95 | ||||
| 2025-04-10 | 13F | Breakwater Capital Group | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 6,152 | -42.33 | 245 | -39.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 788,385 | -55.28 | 31,388 | -51.97 | ||||
| 2025-04-25 | 13F | Benchmark Financial Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 158,481 | -2.17 | 6 | 0.00 | ||||
| 2025-05-14 | 13F | Delta Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2,048 | -6.65 | 82 | -1.22 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 3,542 | 133 | ||||||
| 2025-04-10 | 13F | Secure Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 734,415 | -1.80 | 29,274 | 4.61 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 18,127 | -21.81 | 722 | -17.03 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2,082 | 1,161.82 | 0 | |||||
| 2025-08-14 | 13F | Family Management Corp | 281,734 | -4.40 | 11,217 | 1.50 | ||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 12,510 | 505 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 8,784 | -22.61 | 350 | -17.88 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 71,454 | -12.52 | 2,845 | -7.15 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 97,124 | 3,867 | ||||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 483 | 19 | ||||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 17,918 | -18.40 | 713 | -13.37 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 44,845 | 6.98 | 1,785 | 13.55 | ||||
| 2025-05-05 | 13F | Willner & Heller, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 8,856 | -54.03 | 353 | -51.25 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 38,242 | -14.83 | 1,523 | -9.57 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 12,347 | -39.84 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 15,991 | -61.30 | 637 | -65.02 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 12,623 | 503 | ||||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 1,547 | 10.03 | 62 | 17.31 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 470,649 | 3.52 | 18,739 | 9.91 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 59,154 | -47.39 | 2,355 | -44.14 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7,238 | 1.59 | 288 | 7.49 | ||||
| 2025-08-14 | 13F | Comerica Bank | 37,657 | -28.37 | 1,499 | -23.95 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1,038 | 41 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 100 | -61.98 | 4 | -66.67 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 3,346 | -36.76 | 133 | -73.97 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 104,810 | 5.38 | 4,173 | 11.91 | ||||
| 2025-05-14 | 13F | Napa Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Cladis Investment Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Fwl Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 10,752 | -8.28 | 428 | -2.51 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 8,936 | -0.47 | 356 | 5.65 | ||||
| 2025-08-08 | 13F | Creative Planning | 5,186 | -30.66 | 206 | -26.43 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 5,111 | 0.00 | 204 | 6.28 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 582,730 | -6.61 | 23,201 | -0.85 | ||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Trexquant Investment LP | 11,740 | -34.76 | 467 | -30.71 | ||||
| 2025-05-01 | 13F | Fidelis Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Mission Wealth Management, Lp | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 7,167 | -12.54 | 285 | -7.17 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 4,643 | -2.40 | 185 | 3.37 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 47,690 | 68.04 | 1,899 | 78.38 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 24 | -91.30 | 1 | -100.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,686 | -28.44 | 67 | -23.86 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 63,531 | 8.34 | 2,382 | -7.89 | ||||
| 2025-05-13 | 13F | BlackDiamond Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 34,654 | -3.00 | 1,380 | 2.99 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 460 | 0.00 | 18 | 0.00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 11,066 | -55.09 | 441 | -59.41 | ||||
| 2025-05-08 | 13F | New England Private Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 516,344 | -4.68 | 20,558 | 1.20 | ||||
| 2025-04-10 | 13F | Richard P Slaughter Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 12 | 0.00 | 0 | |||||
| 2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 24,725 | -21.05 | 984 | -16.18 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9,535 | -2.98 | 380 | 2.99 | ||||
| 2025-05-02 | 13F | GPM Growth Investors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 8,484 | -4.09 | 338 | 1.81 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 289,065 | -24.80 | 11,509 | -20.16 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 320 | -99.63 | 13 | -99.63 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,259 | 116.42 | 209 | 129.67 | ||||
| 2025-04-07 | 13F | Town & Country Bank & Trust CO dba First Bankers Trust CO | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 212 | 0.00 | 8 | 14.29 | ||||
| 2025-08-07 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 17,225 | -1.99 | 686 | 3.95 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 21,482 | -12.71 | 855 | -7.27 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 12,501 | 39.55 | 498 | 48.36 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 71,896 | -21.04 | 2,930 | -14.18 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 19,374 | -87.53 | 771 | -86.77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 950,595 | -0.40 | 38 | 5.71 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 53,827 | -42.88 | 2,229 | -28.38 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | CMC Financial Group | 28,736 | 0.00 | 1,144 | 6.22 | ||||
| 2025-05-07 | 13F | Cosner Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-03-05 | 13F | Castle Rock Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 6,084 | 10.00 | 242 | 16.91 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 278,284 | -20.51 | 11,080 | -15.61 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Shelton Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 6,219 | -31.38 | 248 | -27.14 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,992 | 34.35 | 119 | 43.37 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 5,934 | 236 | ||||||
| 2025-08-05 | 13F | Prospect Financial Services LLC | 8,073 | 0.00 | 303 | 0.00 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 52,854 | 935.95 | 2,104 | 741.60 | ||||
| 2025-05-09 | 13F | MGB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 79,073 | -14.82 | 3,148 | -9.57 | ||||
| 2025-05-01 | 13F | Fulton Breakefield Broenniman Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 8,192 | -58.19 | 326 | -62.31 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,987 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 11,620 | 1.36 | 463 | 7.69 | ||||
| 2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 187 | 0.00 | 7 | 0.00 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 7,173 | 0.00 | 286 | 6.34 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 487,551 | 9.02 | 19 | 18.75 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 46,221 | -3.91 | 1,939 | 9.74 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 1,450 | 0.00 | 58 | 5.56 | ||||
| 2025-04-23 | 13F | Nvest Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 9,199 | -82.22 | 366 | -81.13 | ||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 34,461 | -49.76 | 1,372 | -46.66 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,729,840 | -11.86 | 68,874 | -6.42 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 6,621 | 264 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 11,306 | 19.04 | 450 | 26.40 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11,273 | -6.59 | 449 | -0.88 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 185,050 | -1.78 | 7,368 | 4.27 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 150 | 212.50 | 6 | 400.00 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 7,245 | 288 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 625 | -43.54 | 25 | -41.46 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 20,985 | -0.32 | 868 | 20.75 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Triumph Capital Management | 5,375 | 214 | ||||||
| 2025-04-17 | 13F | FNY Investment Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Channel Wealth Llc | 11,198 | -23.23 | 446 | -18.65 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 27,377 | -0.00 | 1,090 | 6.24 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,221,333 | -14.71 | 48,623 | -9.48 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 107,810 | 4.26 | 4,457 | 22.25 | ||||
| 2025-05-19 | 13F/A | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 8,046 | -28.12 | 320 | -23.63 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1,600 | -78.23 | 64 | -77.09 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 15,118 | -76.85 | 602 | -75.46 | ||||
| 2025-04-22 | 13F | 1858 Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Stegent Equity Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 8,333 | 9.37 | 332 | 16.14 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 302 | -5.62 | 12 | 0.00 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 5,024 | -42.49 | 200 | -38.84 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 47,515 | -7.58 | 1,892 | -1.87 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 485 | 0.00 | 19 | 5.56 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 39,302 | -10.17 | 1,565 | -2.25 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 287,380 | 96.75 | 11,442 | 108.91 | ||||
| 2025-06-30 | NP | HERD - Pacer Cash Cows Fund of Funds ETF | 447,577 | 7.88 | 15,956 | -12.80 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 16,100 | 65.98 | 641 | 76.58 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 7,277 | 0.10 | 290 | 6.25 | ||||
| 2025-08-06 | 13F | Carnegie Lake Advisors LLC | 7,337 | 0 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 65,197 | -15.13 | 2,596 | -9.90 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 5,633 | 2.46 | 224 | 8.74 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 542 | 22 | ||||||
| 2025-05-08 | 13F | Sound View Wealth Advisors Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 9,226 | -82.33 | 367 | -81.25 | ||||
| 2025-07-24 | 13F | West Bancorporation Inc | 19,230 | -61.10 | 766 | -58.72 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Trivant Custom Portfolio Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Badgley Phelps Wealth Managers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 961 | 0.10 | 38 | 5.56 | ||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 5,371 | -70.25 | 214 | -68.49 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 5,818 | -10.12 | 232 | -4.55 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 12,197 | -8.86 | 486 | -17.52 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 38,035 | -78.51 | 1,514 | -77.19 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 5,749 | -59.10 | 229 | -56.74 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 5,930 | -14.45 | 236 | -8.88 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 5,323 | 212 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 310,134 | -45.04 | 12,348 | -41.65 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 819,326 | 5.50 | 32,621 | 12.01 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 41,599 | -36.38 | 1,656 | -32.44 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 14,217 | -75.70 | 579 | -71.92 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 9,873 | -5.68 | 393 | 0.26 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 118 | -50.00 | 5 | -50.00 | ||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 394 | 0.00 | 16 | 7.14 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 111,490 | -10.29 | 4,439 | -4.74 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 16,458 | -69.17 | 655 | -67.27 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 11,907 | 2.77 | 474 | 9.22 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 17,972 | 2.35 | 716 | 8.66 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 15,325,548 | -23.18 | 610,187 | -18.43 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 337 | 0.00 | 13 | 8.33 | ||||
| 2025-05-02 | 13F | Lokken Investment Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | BW Gestao de Investimentos Ltda. | 291,259 | 0.00 | 11,596 | 6.17 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 700 | -48.60 | 28 | -47.06 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 74,595 | 11.48 | 3 | 0.00 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 3,937 | -23.55 | 157 | -19.17 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 732,111 | -17.69 | 29,149 | -12.61 | ||||
| 2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 8,382 | 0.00 | 334 | 6.05 | ||||
| 2025-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1,000 | 0.00 | 40 | 5.41 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 17,823 | -0.61 | 710 | 5.51 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 50,455 | -1.73 | 2,009 | 4.31 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 123 | 5 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 2,822 | -23.69 | 112 | -18.84 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 2,395 | -4.01 | 95 | 2.15 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 181,038 | -41.18 | 7,208 | -37.55 | ||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | BXM Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 8,326 | -42.63 | 332 | -39.15 | ||||
| 2025-04-09 | 13F | Milestone Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 17,941 | 6.70 | 714 | 13.33 | ||||
| 2025-04-08 | 13F | Lowe Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,053,894 | -31.42 | 42 | -28.07 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,797,511 | -35.67 | 111,383 | -31.70 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 7,123 | -8.94 | 284 | -3.41 | ||||
| 2025-05-08 | 13F | Savant Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 67,367 | 2.42 | 3 | 0.00 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 5,389 | 215 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 324 | 0.31 | 13 | 0.00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 99,260 | -8.35 | 3,952 | -2.68 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 71,899 | 10.28 | 2,863 | 17.10 | ||||
| 2025-07-31 | 13F | United Community Bank | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 171 | 42.50 | 7 | 50.00 | ||||
| 2025-07-24 | 13F | Baxter Bros Inc | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 123 | 5 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 15,294 | -16.34 | 1 | |||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 14,930 | -3.30 | 594 | 2.59 | ||||
| 2025-07-16 | 13F | Novem Group | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4,219 | -33.46 | 168 | -29.54 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 2,180 | 0.00 | 87 | 6.17 | ||||
| 2025-07-24 | 13F | Bey-Douglas LLC | 5,213 | 208 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 15,071 | -31.46 | 565 | -41.57 | ||||
| 2025-04-11 | 13F | Holland Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7,817 | 4.23 | 311 | 10.68 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 1,312 | -81.00 | 52 | -79.92 | ||||
| 2025-05-12 | 13F | Meridian Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 8,875 | 0 | ||||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 12,442 | 495 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 585 | 23 | ||||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 6,774 | 270 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 26,944 | 1,073 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 62,215 | 1.01 | 2,333 | -13.91 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 22,255 | -54.49 | 886 | -51.66 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 47,766 | -5.86 | 1,902 | -0.05 | ||||
| 2025-07-16 | 13F | Sylvest Advisors, LLC | 31,733 | -5.72 | 1,263 | 0.08 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 39,321 | 0.82 | 1,566 | 7.05 | ||||
| 2025-08-07 | 13F | Pinnacle Holdings, LLC | 898 | 0.00 | 36 | 6.06 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 16,871 | 41.70 | 672 | 50.45 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5,265 | 210 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 10,827 | -13.53 | 431 | -8.10 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,519,454 | -12.29 | 60,497 | -6.88 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 90 | 0.00 | 4 | 0.00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 3,644 | -72.95 | 145 | -71.49 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9,400 | -9.62 | 374 | -4.10 | |||
| 2025-08-14 | 13F | Stifel Financial Corp | 580,785 | -15.44 | 23,125 | -10.22 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2,366 | -14.49 | 94 | -8.74 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 78,499 | -2.97 | 2,649 | -27.02 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Per Stirling Capital Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 5,335 | 212 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2,565 | 102 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 7,907 | -9.67 | 315 | -4.27 | ||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 27,815 | -48.15 | 1,043 | -55.81 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 255,837 | -18.82 | 10,186 | -13.81 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 52,699 | 1.73 | 2,098 | 8.03 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 58,332 | 2.48 | 2,322 | 8.81 | ||||
| 2025-04-15 | 13F | Laurel Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-05-20 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 108,990 | -74.12 | 4,339 | -72.52 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 312,908 | -13.96 | 12,458 | -8.65 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 250 | 9 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 59,005 | 10.38 | 2,349 | 17.22 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 15,058 | -16.52 | 600 | -11.39 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 121 | 0.83 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10,746 | -36.24 | 428 | -32.44 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 8,693 | -16.63 | 346 | -11.51 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 510 | 20 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 9,663 | 385 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,314,734 | -16.56 | 92,161 | -11.41 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 1,700 | 0.00 | 68 | 6.35 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 8,293 | 16.08 | 330 | 23.60 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 43,715 | 25.24 | 1,741 | 33.03 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 219 | 9 | ||||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 12,680 | -23.03 | 505 | -18.31 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 611 | -42.41 | 24 | -38.46 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 257,217 | -10.05 | 10,241 | -4.50 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 126,983 | 12.00 | 5,056 | 18.91 | ||||
| 2025-04-17 | 13F | Vista Investment Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 125 | -28.57 | 5 | -33.33 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 95,129 | 28.45 | 3,788 | 36.37 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 22,244 | 1.04 | 921 | 11.64 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 110,384 | 13.28 | 4,395 | 20.25 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 1,425 | 0.00 | 57 | 5.66 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 37,124 | 60.84 | 1,478 | 70.87 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 61 | -93.81 | 2 | -94.44 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 108,762 | 2.27 | 4,387 | 15.36 | ||||
| 2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | Smith, Moore & Co. | 5,744 | -3.82 | 229 | 2.24 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 | 0 | ||||||
| 2025-04-14 | 13F | Toth Financial Advisory Corp | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 63,753 | 2.64 | 2,538 | 8.97 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 11,011 | 438 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 18,430 | -25.91 | 734 | -17.45 | ||||
| 2025-08-05 | 13F | Ceera Investments, Llc | 5,690 | 0.00 | 227 | 6.10 |
