Mga Batayang Estadistika
| Pemilik Institusional | 480 total, 480 long only, 0 short only, 0 long/short - change of -4.56% MRQ |
| Alokasi Portofolio Rata-rata | 0.1397 % - change of -10.10% MRQ |
| Saham Institusional (Jangka Panjang) | 23,557,422 (ex 13D/G) - change of 0.19MM shares 0.81% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,158,616 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares U.S. Healthcare ETF (US:IYH) memiliki 480 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 23,557,422 saham. Pemegang saham terbesar meliputi Morgan Stanley, Laurel Wealth Advisors LLC, Bank Of America Corp /de/, LPL Financial LLC, Northwestern Mutual Wealth Management Co, UBS Group AG, Wells Fargo & Company/mn, Royal Bank Of Canada, Raymond James Financial Inc, and Green Harvest Asset Management LLC .
Struktur kepemilikan institusional iShares Trust - iShares U.S. Healthcare ETF (ARCA:IYH) 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 58.21 / share. Previously, on September 9, 2024, the share price was 65.44 / share. This represents a decline of 11.05% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | GWM Advisors LLC | 19,522 | -18.24 | 1,103 | -24.16 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 4,370 | 247 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 20,415 | 0.17 | 1,153 | -7.02 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4,236 | 239 | ||||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 3,900 | 0.00 | 220 | -7.17 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6,785 | -37.41 | 383 | -41.97 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 16,077 | 2.52 | 908 | -4.82 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 5,000 | 0.00 | 282 | -7.24 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 11,628 | -2.10 | 657 | -9.27 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 14,163 | 800 | ||||||
| 2025-04-25 | 13F | Sovran Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 5,500 | -2.22 | 311 | -9.36 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 21,859 | -3.31 | 1,235 | -10.32 | ||||
| 2025-08-06 | 13F | Simmons Bank | 22,042 | -3.16 | 1,245 | -10.18 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 6,546 | 0.00 | 370 | -7.29 | ||||
| 2025-07-28 | 13F | Essex LLC | 34,778 | 12.49 | 1,964 | 4.36 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 9,355 | -9.39 | 528 | -15.92 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 19,680 | 10.64 | 1,112 | 2.59 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 21,336 | 3.10 | 1,205 | -4.37 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 1 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 536 | 0.00 | 30 | -6.25 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 6,705 | 0.00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 34,353 | -2.21 | 2,106 | 2.93 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 150 | 0.00 | 0 | |||||
| 2025-05-14 | 13F | PKS Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 802 | 0.38 | 45 | -6.25 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 11,890 | -1.16 | 672 | -8.33 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 17,283 | -5.59 | 976 | -12.39 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 5,065 | -1.94 | 286 | -8.92 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 64,944 | -28.85 | 3,692 | -33.56 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 23,300 | 1,316 | ||||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5,980 | 26.72 | 338 | 17.42 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1,291 | -14.90 | 73 | -21.74 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 500 | 0.00 | 28 | -6.67 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 523 | 30 | ||||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,278 | -5.19 | 72 | -12.20 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 6,185 | -0.80 | 349 | -7.92 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 12,167 | 687 | ||||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 4,310 | 0.00 | 243 | -7.25 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 5,738 | -29.90 | 324 | -34.94 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 6,734 | -60.93 | 380 | -63.78 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 250 | -60.94 | 14 | -64.10 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 310 | 0.00 | 18 | -5.56 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 9,768 | 0.00 | 552 | -7.24 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 43,915 | -1.62 | 2,480 | -8.76 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2,215 | 0.00 | 125 | -6.72 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5,014 | -6.19 | 283 | -12.92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2,998 | -10.59 | 169 | -17.16 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 46,177 | -22.47 | 2,608 | -28.08 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 8,639 | 1.05 | 488 | -6.35 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 71,790 | -2.06 | 4,055 | -9.16 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 129,292 | 7,873 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 36,041 | 9.28 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2,173 | 284.60 | 123 | 258.82 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 5,475 | 0.07 | 309 | -7.21 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 474,440 | -6.28 | 27 | -13.33 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 3,481 | -0.03 | 197 | -1.51 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 115 | 0.00 | 6 | -14.29 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 75 | 0.00 | 4 | 0.00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 10,580 | 0.26 | 598 | -7.01 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 182 | 0.55 | 10 | -9.09 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 705 | 0.00 | 40 | -7.14 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 6,535 | 0.00 | 369 | -7.05 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 12,556 | -16.90 | 709 | -22.93 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 8,845 | -11.64 | 500 | -18.06 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 29,020 | 1,639 | ||||||
| 2025-08-06 | 13F | Climber Capital SA | 26,429 | 0.00 | 1,184 | 10.65 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,593 | 18.62 | 90 | 9.88 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 40,180 | 262.96 | 2,267 | 236.35 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5,460 | 0.00 | 308 | -7.23 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Dentgroup LLC | 20,324 | -0.40 | 1,148 | -7.65 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 11,042 | 0.17 | 624 | -7.15 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3,612 | -1.18 | 204 | -8.11 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 55 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 6,335 | -4.88 | 358 | -11.85 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 10,136 | 0.00 | 572 | -7.29 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 13,762 | -48.02 | 777 | -51.80 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 16,784 | -0.04 | 948 | -7.34 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 3,734 | 0 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2,225 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 13,314 | -5.14 | 752 | -12.06 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 770 | -1.79 | 43 | -8.51 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8,141 | -0.10 | 460 | -7.46 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 63,020 | -18.36 | 4 | -25.00 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 2,458 | -19.93 | 139 | -25.81 | ||||
| 2025-04-16 | 13F | Marshall Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1,620 | -30.02 | 91 | -35.00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 5,565 | 0.02 | 314 | -7.10 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 13,702 | 3.18 | 774 | -4.33 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 4,559 | -4.20 | 257 | -11.07 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 17,286 | -0.32 | 976 | -7.58 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 19,925 | -1.47 | 1,125 | -8.61 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 311,145 | -0.83 | 17,573 | -8.01 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 147,301 | 1,032.21 | 8,320 | 950.38 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 5,735 | 0.12 | 324 | -7.18 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 14,911 | 30.91 | 842 | 21.50 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 21,325 | 0.00 | 1,204 | 0.84 | ||||
| 2025-05-15 | 13F | Bank Of America Corp /de/ | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-04-29 | 13F | Adell Harriman & Carpenter Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 4,451 | 35.04 | 251 | 25.50 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 2,475 | 140 | ||||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 4,037 | 0.00 | 228 | -6.94 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 6,081 | -0.69 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 10,321 | 0.00 | 583 | -7.32 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 545 | 0.00 | 31 | -9.09 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1,685 | 1,772.22 | 0 | |||||
| 2025-07-14 | 13F | Gries Financial Llc | 4,898 | 0.10 | 277 | -7.07 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 16,620 | -77.83 | 912 | -80.04 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 7,221 | 5.14 | 408 | -2.63 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,266 | -53.28 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 6,225 | -2.28 | 352 | -9.30 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 86,658 | -13.46 | 4,849 | -20.47 | ||||
| 2025-05-02 | 13F | Fortis Group Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 11,267 | -26.09 | 636 | -31.47 | ||||
| 2025-08-14 | 13F | Perbak Capital Partners LLP | 12,809 | -53.16 | 723 | -56.58 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 3,851 | 2.89 | 217 | 0.93 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 3,335 | 0.00 | 188 | -7.39 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 14,067 | -10.02 | 795 | -16.51 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 3,593 | 203 | ||||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 281 | 18 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 267 | 0.00 | 15 | -6.25 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 511 | 0.00 | 29 | -9.68 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 5,680 | 67.06 | 323 | 55.56 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 13,341 | -3.90 | 753 | -10.89 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 512 | 0.39 | 29 | -9.68 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14,931 | -8.91 | 843 | -15.53 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4,027 | 0.15 | 227 | -6.97 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-17 | 13F | Consolidated Capital Management, Llc | 265,096 | 2.72 | 14,973 | -4.72 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 22,812 | 6.09 | 1,288 | -1.60 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 5,960 | 0.07 | 330 | -2.66 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 965 | -57.62 | 55 | -60.87 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 275 | 0.00 | 16 | -6.25 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 3,978 | 0.40 | 225 | -7.05 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 7,674 | -9.58 | 433 | -16.09 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 851,026 | -23.54 | 48,067 | -29.08 | ||||
| 2025-05-09 | 13F | Cascade Wealth Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 698,391 | -7.94 | 39,445 | -14.61 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 109,334 | 6.53 | 6,184 | 7.42 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 61,345 | 0.00 | 3,465 | -7.26 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 799 | 0.25 | 45 | -6.25 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 56,149 | -1.12 | 3,171 | -8.27 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 18,208 | -0.38 | 1,028 | -7.55 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 41,748 | 3.41 | 2,358 | -4.11 | ||||
| 2025-08-14 | 13F | Family Management Corp | 750 | 0.00 | 42 | -6.67 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1,191 | -97.77 | 67 | -97.94 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 270 | 0.00 | 15 | -6.25 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 4,900 | -25.76 | 277 | -31.17 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 28,558 | -3.38 | 1,613 | -10.39 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 1,940 | 110 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1,947,096 | 6,342.22 | 34 | -98.15 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 470 | 0.43 | 27 | -7.14 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 165,639 | -11.47 | 9,355 | -17.88 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 600 | 0.00 | 34 | -8.33 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 4,311 | -7.13 | 243 | -13.83 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 6,299 | -12.20 | 356 | -18.58 | ||||
| 2025-04-25 | 13F | Innovative Wealth Building LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 71,928 | 4,063 | ||||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,676,110 | -2.20 | 94,667 | -9.28 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 585 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 2,300 | 0.00 | 130 | -7.86 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 43,329 | 12.73 | 2,447 | 4.57 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 635 | 0.00 | 36 | -5.41 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 4,506 | -2.30 | 254 | -9.29 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 4,555 | -0.65 | 257 | -7.89 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4,061 | 80.49 | 229 | 67.15 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6,208 | 0.00 | 351 | -7.41 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 6,970 | 75.43 | 394 | 63.07 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 295,071 | -4.79 | 16,666 | -11.69 | ||||
| 2025-08-11 | 13F | Eq Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | -100.00 | 0 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1,000 | 0.00 | 56 | -6.67 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 1,977 | 0.00 | 112 | -7.50 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 49,980 | -62.79 | 3 | -75.00 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 6,685 | 21.88 | 407 | 27.59 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 330 | 0.00 | 19 | -10.00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 29,025 | -0.10 | 1,639 | -7.35 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 12 | 0.00 | 1 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 20,387 | -17.31 | 1,151 | -23.32 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 29,125 | 0.00 | 1,645 | -7.28 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,129,283 | -22.75 | 63,782 | -28.34 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 22,756 | 9.23 | 1,285 | 1.34 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 4,265 | 0.00 | 241 | -7.34 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 10,229 | 1.45 | 587 | 1.03 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 265 | -23.19 | 16 | -20.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 51,802 | 7.41 | 2,926 | -0.37 | ||||
| 2025-05-14 | 13F | Snowden Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 12,583 | -9.26 | 711 | -15.88 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 60,260 | 3.27 | 3,404 | -4.17 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 5,806 | -6.32 | 328 | -13.26 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 5,690 | 0.00 | 321 | -7.23 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 8,427 | -1.02 | 476 | -8.30 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 15,620 | -2.20 | 882 | -9.26 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1,035 | 0.00 | 58 | -7.94 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 48,578 | -5.29 | 2,744 | -12.17 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 150 | 0.00 | 8 | -11.11 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 7,625 | 0.00 | 431 | -7.33 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 10,385 | 0.00 | 587 | -7.28 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 375 | 0.00 | 21 | -4.55 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 4,243 | 240 | ||||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 1,940 | 0.00 | 110 | -7.63 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 4,877 | -5.21 | 275 | -12.14 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 9,414 | 0.00 | 532 | -7.33 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 62,680 | 11.09 | 4 | 0.00 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 7,055 | 0.00 | 398 | -7.23 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 172,487 | 725.81 | 9,742 | 666.48 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 15,800 | 0.00 | 892 | -7.28 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 5,489 | -1.61 | 310 | -8.55 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,671,981 | 0.49 | 94,433 | -6.79 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 6,779 | 0.00 | 383 | -7.28 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 5,816 | 0.00 | 329 | -7.34 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 16,168 | -16.93 | 913 | -22.95 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 570 | 0.00 | 32 | -5.88 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6,700 | 24.77 | 378 | 15.95 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 8,250 | 0.00 | 466 | -7.37 | ||||
| 2025-08-11 | 13F | Lighthouse Financial LLC | 55,224 | 1.45 | 3,119 | -5.88 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 2,370 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 288 | 0.00 | 16 | -5.88 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 21,729 | 39.58 | 1,227 | 29.57 | ||||
| 2025-08-14 | 13F | Optiver Holding B.V. | 6,000 | 339 | ||||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 5,635 | 0.00 | 318 | -7.29 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 2,375 | -2.06 | 134 | -8.84 | ||||
| 2025-08-07 | 13F | Commerce Bank | 22,040 | 0.00 | 1,245 | -7.30 | ||||
| 2025-08-14 | 13F | EHP Funds Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 19,618 | 2.75 | 1,108 | -4.73 | ||||
| 2025-05-16 | 13F | Northeast Financial Consultants Inc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 381 | 22 | ||||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 3,681 | 0.00 | 208 | -7.59 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 7,018 | -31.76 | 396 | -36.74 | ||||
| 2025-08-05 | 13F | Access Investment Management LLC | 125 | 7 | ||||||
| 2025-07-18 | 13F | TPG Advisors LLC | 5,375 | 0.00 | 304 | -7.34 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 113,133 | -0.03 | 6,390 | -7.27 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 25 | 1 | ||||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 82,399 | -0.48 | 4,654 | -7.70 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 10,000 | 0.00 | 565 | -7.24 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 14,613 | -6.42 | 825 | -13.16 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10,633 | -9.02 | 601 | -15.61 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 3,650 | 0.00 | 206 | -7.21 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 96,775 | -11.06 | 5,466 | -17.51 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 15,954 | -7.71 | 901 | -14.35 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 54,386 | -5.33 | 3,072 | -12.21 | ||||
| 2025-04-02 | 13F | Park National Corp /oh/ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 95,824 | 7.68 | 5,412 | -0.11 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 8,617 | 0.01 | 487 | -7.25 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,846 | 0.27 | 104 | -7.14 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 47,874 | -11.27 | 2,704 | -17.72 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 26,106 | 1,474 | ||||||
| 2025-07-09 | 13F | Finley Financial, LLC | 13,450 | -56.96 | 760 | -58.20 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 5,380 | 0.00 | 304 | -7.34 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 330 | 0.00 | 19 | -10.00 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 23,110 | 2.09 | 1,305 | -5.30 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 70,257 | 2.97 | 3,968 | -4.48 | ||||
| 2025-04-21 | 13F | CWA Asset Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 304 | 0.33 | 17 | -5.56 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 9,384 | 7.36 | 530 | -0.38 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 5,019 | -20.04 | 283 | -25.92 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 14,410 | 0.98 | 814 | -6.34 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,953 | 0.00 | 167 | -7.26 | ||||
| 2025-08-11 | 13F | Cladis Investment Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 734 | 98.38 | 41 | 86.36 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1,756 | 31.04 | 99 | 22.22 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 12,529 | -25.42 | 708 | -30.82 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 45,116 | 25.61 | 2,548 | 16.51 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 94,276 | -4.53 | 5,325 | -11.46 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 500 | 0.00 | 28 | -6.67 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 10,443 | 13,288.46 | 590 | 14,625.00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 660,603 | 4.74 | 37,311 | -2.84 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 915,492 | -12.50 | 51,707 | -18.84 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 3,950 | 13.02 | 223 | -7.08 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 421,350 | 12.60 | 23,810 | 4.47 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 748 | -44.01 | 42 | -48.15 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 11,489 | 649 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 4,818 | 0.15 | 276 | 1.48 | ||||
| 2025-05-14 | 13F | Quartz Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 130,075 | 2.68 | 7 | 0.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,113,091 | -0.97 | 119,347 | -8.14 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 9,111 | 0.00 | 515 | -7.22 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10,189 | 144.99 | 575 | 127.27 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 6,105 | 0.00 | 345 | -7.28 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 675 | 0.00 | 38 | -7.32 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 356,391 | 15.65 | 20,129 | 7.27 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 25,904 | 0.64 | 1,463 | -6.64 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 15,463 | -8.22 | 873 | -14.83 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 7,887 | 24.81 | 445 | 15.89 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 12,004 | -33.53 | 678 | -38.40 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 20,694 | -9.80 | 1,172 | -16.29 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 75 | -76.92 | 4 | -78.95 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 7,110 | -12.33 | 402 | -18.66 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 10,948 | -25.42 | 618 | -30.80 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1,675 | -72.65 | 95 | -74.73 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,436 | 0.14 | 81 | -6.90 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 5,450 | 0.00 | 308 | -7.25 | ||||
| 2025-04-30 | 13F | Banque Pictet & Cie Sa | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 20 | 0.00 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 36,145 | -2.38 | 2,041 | -9.45 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 150,191 | -3.15 | 8,483 | -10.17 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5,226 | 0.00 | 295 | -7.23 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4,423 | -3.76 | 250 | -10.75 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 129,292 | 7,873 | ||||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 4,419 | 0.00 | 250 | -7.43 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 471 | -16.67 | ||||||
| 2025-08-08 | 13F | Allianz Se | 425 | 0.00 | 24 | -4.00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 4,674 | -54.57 | 264 | -56.09 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 1,625 | 0.00 | 92 | -6.19 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 890 | 0.00 | 50 | -7.41 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 17,606 | 32.32 | 994 | 22.72 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 5,225 | 0.00 | 295 | -7.23 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1,260 | -10.64 | 71 | -16.47 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 500 | 0.00 | 28 | -9.68 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 29,020 | 14.64 | 1,639 | 6.36 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 325 | 0.00 | 20 | 5.56 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 2 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 26,227 | 4.14 | 1,481 | -3.39 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 24,519 | -5.95 | 1,385 | -12.79 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 8,946 | -0.58 | 505 | -7.68 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4,156 | 0.00 | 235 | -7.51 | ||||
| 2025-08-13 | 13F | Neuberger Berman Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1,120,389 | -14.70 | 63,280 | -20.88 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 75,075 | -0.84 | 4,240 | -8.01 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8,420 | 3.19 | 476 | -4.23 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 14,777 | 99.26 | 861 | 90.91 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Prosperity Consulting Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Camden Capital, LLC | 4,216 | 0.00 | 238 | -7.03 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 13,738 | 0.29 | 776 | -7.07 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2,000 | 0.00 | 113 | -7.44 | ||||
| 2025-08-14 | 13F | Aberdeen Wealth Management LLC | 250 | 0.00 | 14 | -6.67 | ||||
| 2025-08-11 | 13F | Promethium Advisors,llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 100 | 6 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 16,101 | 94.46 | 909 | 82.16 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 17,500 | 5.49 | 988 | -2.18 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 14,855 | 2.95 | 839 | -4.44 | ||||
| 2025-05-12 | 13F | Eagle Global Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 7,678 | -0.65 | 434 | -7.87 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 15,833 | -0.92 | 894 | -8.12 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 16,668 | -9.77 | 941 | -12.55 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 170 | -50.00 | 10 | -55.00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 18,360 | -7.13 | 1,037 | -13.88 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3,173 | 0.28 | 179 | -6.77 | ||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Moment Partners, LLC | 7,375 | 0.00 | 417 | -7.35 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 4,032 | 0.00 | 228 | -7.35 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 19,109 | 27.50 | 1,079 | 18.31 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,325 | -18.34 | 131 | -24.28 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 128 | 0.00 | 7 | 0.00 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 5,026 | 0.00 | 284 | -7.52 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 11,127 | 0.28 | 628 | -6.96 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 3,645 | 0.00 | 206 | -7.24 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 255 | 0.00 | 14 | -6.67 | ||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 1,100 | -59.26 | 0 | |||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12,559 | 69.92 | 709 | 57.56 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 17,348 | 0.05 | 980 | -7.20 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 500 | 0.00 | 28 | -6.67 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 3,839 | -30.69 | 211 | -37.69 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 1,020 | 0.29 | 58 | -6.56 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 5,228 | -5.68 | 295 | -12.46 | ||||
| 2025-08-05 | 13F | Meridian Management Co | 5,000 | 0.00 | 274 | -9.87 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 28,632 | 5.45 | 1,743 | 10.18 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 8,623 | -29.74 | 487 | -34.81 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 4,627 | -8.32 | 261 | -14.98 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 11,674 | 13.34 | 659 | 5.10 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 10,747 | -25.30 | 607 | -28.03 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 177 | 10 | ||||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 51 | 0.00 | 3 | -33.33 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 4,452 | 1.97 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 107 | 0.00 | 6 | 0.00 | ||||
| 2025-08-01 | 13F | Pavion Blue Capital, LLC | 3,550 | -4.49 | 201 | -11.50 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 100 | 0.00 | 6 | -16.67 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 21,509 | -36.37 | 1,215 | -41.01 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 10,190 | 0.00 | 576 | -7.26 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 16,178 | 0.03 | 914 | -7.22 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 60,423 | -5.53 | 3,413 | -12.38 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 9,767 | 0.00 | 552 | -7.24 | ||||
| 2025-08-15 | 13F | Audent Global Asset Management, LLC | 84,290 | 0.23 | 4,761 | -7.03 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 8,745 | -0.55 | 494 | -7.85 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1,717 | 219.14 | 0 | |||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 347 | 0.00 | 20 | -9.52 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 17,872 | -2.83 | 1,009 | -9.83 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 5,647 | 0.00 | 319 | -7.29 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 116,155 | -29.43 | 6,560 | -34.54 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 104,891 | 15.59 | 5,892 | 7.54 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 400,018 | 1.68 | 22,593 | -5.68 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 10,778 | -10.84 | 609 | -17.26 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 9,951 | 0.00 | 562 | 0.90 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1,250 | 0.00 | 71 | -7.89 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 34,955 | 8.91 | 1,974 | 1.02 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3,768 | -6.94 | 213 | -13.82 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 14,830 | 4.47 | 838 | -3.12 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 380 | 0.00 | 21 | -8.70 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 13,920 | 0.00 | 786 | -7.20 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 300 | 0.00 | 17 | -11.11 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 16,517 | -15.01 | 1 | -100.00 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 1,000 | 0.00 | 61 | 3.45 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 106,213 | -4.08 | 5,999 | -11.04 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 3,600 | 0.00 | 203 | -7.31 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5,485 | 310 | ||||||
| 2025-08-07 | 13F | Pcg Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 4,638 | 262 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 4,921 | -1.56 | 277 | -9.21 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 11,650 | -7.55 | 658 | -14.34 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 7,835 | 0.00 | 443 | -7.34 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 500 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | SP Asset Management LLC | 102,845 | 0.09 | 5,809 | -7.16 | ||||
| 2025-08-14 | 13F | KKM Financial LLC | 4,540 | 0.00 | 256 | -7.25 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10,658 | 19.77 | 602 | 22.15 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5,096 | -46.03 | 288 | -47.82 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 10,031 | -7.14 | 567 | -13.85 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 5,455 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 39,374 | 247.61 | 2,224 | 222.64 | ||||
| 2025-07-11 | 13F | Mandatum Life Insurance Co Ltd | 8,471 | -63.63 | 478 | -66.29 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 4,193 | -0.40 | 237 | -7.81 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 124,250 | 488.28 | 7,018 | 445.65 | ||||
| 2025-07-16 | 13F | Kennicott Capital Management Llc | 20,910 | 32.85 | 1,181 | 23.17 | ||||
| 2025-08-18 | 13F | V2 Financial group LLC | 13,000 | 0.00 | 734 | -7.21 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 4,000 | 0.00 | 226 | -7.41 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 4,169 | -26.46 | 235 | -31.88 | ||||
| 2025-08-14 | 13F | Towarzystwo Funduszy Inwestycyjnych Pzu Sa | 7,230 | 0.00 | 409 | -7.27 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 9,649 | -95.15 | 545 | -95.51 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 6,250 | -23.22 | 353 | -28.69 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 3,055 | 0.00 | 173 | -7.53 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 6,619 | 0.00 | 367 | -1.34 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 5,111 | 0.00 | 289 | -7.10 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6,131 | -0.21 | 346 | -7.49 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 5,372 | -1.20 | 303 | -8.46 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 74,817 | 24.52 | 4,226 | 15.50 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 23,679 | -2.63 | 1,337 | -9.66 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 185 | 0.00 | 10 | -9.09 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 13,735 | -0.92 | 776 | -8.18 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 6,915 | 0.07 | 391 | -7.14 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 3,725 | 0.00 | 210 | -7.08 | ||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 22,728 | -29.19 | 1,284 | -34.34 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 29,449 | -7.54 | 1,663 | -14.23 | ||||
| 2025-05-01 | 13F | TFR Capital, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 6,366 | 0.00 | 360 | -7.24 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 10,747 | -0.49 | 607 | -7.76 | ||||
| 2025-07-28 | 13F | Harbour Trust & Investment Management Co | 3,750 | 0.00 | 212 | -7.46 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 265 | 60.61 | 15 | 40.00 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 124,531 | -1.35 | 7 | 0.00 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 5,505 | 6.89 | 311 | -0.96 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 18,179 | -1.26 | 1,027 | -8.47 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 54,548 | -0.15 | 3,081 | -7.40 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 39,878 | 2 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 4,028 | -3.36 | 228 | -10.28 | ||||
| 2025-05-05 | 13F | Northeast Planning Associates, Inc. / Nh / | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 70,203 | -7.01 | 4 | -25.00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 400 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 220 | 0.00 | 12 | -7.69 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 400 | 0.00 | 23 | -8.33 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 3,490 | -18.04 | 197 | -23.94 | ||||
| 2025-08-14 | 13F | Pingora Partners LLC | 4,920 | 189.41 | 278 | 168.93 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 675,718 | -29.36 | 38,165 | -34.47 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 24,750 | 0.00 | 1,398 | -7.30 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 5,076 | 287 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 26,013 | 311.60 | 1,469 | 282.55 | ||||
| 2025-05-02 | 13F | Hardy Reed LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 14,030 | -7.15 | 854 | -2.95 | ||||
| 2025-05-15 | 13F | RMB Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 250 | 14 | ||||||
| 2025-08-06 | 13F | Trillium Asset Management, Llc | 3,940 | 0.00 | 223 | -7.08 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1,039 | 0.00 | 59 | -7.94 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 299 | 0.00 | 17 | -11.11 | ||||
| 2025-08-05 | 13F | Allstate Corp | 9,050 | 511 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 23,610 | -3.11 | 1,352 | -7.21 | ||||
| 2025-07-10 | 13F | Aua Capital Management, Llc | 29,785 | 0.00 | 1,682 | -7.23 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 52,382 | 9.81 | 2,959 | 1.86 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 4,000 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 5,851 | -31.54 | 330 | -36.54 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 115 | 0.00 | 6 | -14.29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2,249 | -12.80 | 127 | -17.53 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Hilltop National Bank | 805 | 0.00 | 45 | -2.17 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 10,115 | 0.00 | 571 | -7.15 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 6,799 | 6.67 | 384 | 3.50 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 11,190 | -1.69 | 632 | -8.80 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 9,275 | 10.55 | 524 | 2.55 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 960 | 108.70 | 54 | 92.86 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 3,750 | 0.00 | 212 | -7.46 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 305 | 0.00 | 17 | -5.56 | ||||
| 2025-04-08 | 13F | Welch Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 21,445 | -16.83 | 1,211 | -22.87 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 6,724 | 380 | ||||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 10,060 | 0.00 | 568 | -7.19 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 750 | 0.00 | 42 | -6.67 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 250 | 0.00 | 14 | -6.67 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 8,501 | -7.48 | 480 | -14.13 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 13,301 | 50.98 | 751 | 40.11 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 12,135 | -4.07 | 685 | -11.04 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 5,963 | 337 | ||||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 5,106 | 5.19 | 288 | -2.37 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 141 | -74.82 | 8 | -79.41 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14,846 | -26.59 | 838 | -31.93 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10,716 | -70.98 | 605 | -73.22 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 4,147 | 0.00 | 234 | -7.14 | ||||
| 2025-05-14 | 13F | B&D White Capital Company, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 5,579 | 0 | ||||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 44,442 | -4.86 | 2,510 | -11.74 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 4,000 | 0.00 | 226 | -7.41 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 10,055 | 0.00 | 568 | -7.35 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 5 | 400.00 | 0 | |||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 4,928 | -1.99 | 278 | -9.15 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 9,661 | 0.01 | 546 | -7.31 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,000 | 56 | ||||||
| 2025-05-12 | 13F | Summit Financial Strategies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,825 | 18.89 | 103 | 15.73 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 3,641 | -20.52 | 206 | -26.26 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 117,733 | 51.07 | 6,650 | 40.13 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 34,584 | 12.84 | 1,953 | 4.66 | ||||
| 2025-07-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 43,545 | -1.22 | 2,459 | -8.38 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 648 | -36.16 | 37 | -40.98 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 13,261 | 0.00 | 749 | -7.31 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 18,450 | 17.61 | 1,042 | 9.11 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 9,997 | -4.42 | 565 | -11.32 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 500 | 28 | ||||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 100 | 0.00 | 6 | -16.67 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 77 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 13,518 | -11.35 | 763 | -17.78 |
