Mga Batayang Estadistika
| Pemilik Institusional | 316 total, 313 long only, 1 short only, 2 long/short - change of 2.25% MRQ |
| Alokasi Portofolio Rata-rata | 0.3030 % - change of 6.86% MRQ |
| Saham Institusional (Jangka Panjang) | 33,646,786 (ex 13D/G) - change of 3.03MM shares 9.88% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,863,500 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Global X Funds - Global X MLP & Energy Infrastructure ETF (US:MLPX) memiliki 316 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 33,646,786 saham. Pemegang saham terbesar meliputi Morgan Stanley, Proficio Capital Partners LLC, Bank Of America Corp /de/, LPL Financial LLC, Wells Fargo & Company/mn, Rational Advisors Llc, HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF, Royal Bank Of Canada, Principal Financial Group Inc, and UBS Group AG .
Struktur kepemilikan institusional Global X Funds - Global X MLP & Energy Infrastructure ETF (ARCA:MLPX) 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 60.55 / share. Previously, on September 6, 2024, the share price was 53.37 / share. This represents an increase of 13.45% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Advisory Alpha, LLC | 396,663 | 4.34 | 24,855 | 2.45 | ||||
| 2025-05-12 | 13F | Americana Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 98,587 | 3.59 | 6,177 | 1.73 | ||||
| 2025-09-03 | 13F | American Trust | 22,625 | 1,418 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 25,279 | -0.73 | 1,584 | -2.52 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 19,864 | 22.44 | 1,245 | 20.08 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 570 | 0.00 | 36 | -2.78 | ||||
| 2025-05-05 | 13F | Financial Advisory Service, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8,701 | 4.92 | 545 | 3.02 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 12,220 | 3.94 | 766 | 2.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 14,742 | 0.14 | 924 | -1.70 | ||||
| 2025-07-07 | 13F | Somerset Trust Co | 4,307 | 7.49 | 270 | 5.49 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 9,019 | -4.37 | 565 | -5.99 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 100,330 | 111.39 | 6,287 | 107.60 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 71,441 | 7.25 | 4,476 | 5.32 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 9,380 | 3.59 | 588 | 1.73 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 13,301 | 833 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 335,094 | -4.23 | 20,997 | -5.96 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 17,517 | 9.77 | 1,098 | 7.76 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 37 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 99 | 0 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | Call | 202,400 | 24.94 | 13 | 20.00 | |||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 7,602 | 0.00 | 476 | -1.86 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 3,565 | -5.03 | 223 | -7.11 | ||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 59,829 | -1.86 | 3,749 | -3.65 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 99,611 | -9.02 | 6 | 0.00 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 80,763 | -45.56 | 5,061 | -46.54 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 10,145 | 0.00 | 636 | -1.85 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 192 | 0.00 | 12 | 0.00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 14,231 | 892 | ||||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 20,103 | -0.24 | 1,260 | -2.02 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 3,666 | 0.00 | 230 | -1.72 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 7,555 | 472 | ||||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 3,200 | 0.00 | 201 | -1.96 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 38,530 | 2,414 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 317,832 | -20.82 | 19,915 | -22.24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 9,871,885 | 5.80 | 618,572 | 3.89 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 3,303 | -51.38 | 207 | -52.42 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 29,011 | 1,818 | ||||||
| 2025-07-16 | 13F | Morangie Management LLC | 22,558 | 1,413 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 16,056 | 38.76 | 1,006 | 36.31 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 731 | 0.00 | 46 | -2.17 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-04-04 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 223 | -0.89 | 14 | -7.14 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 7,356 | 27.42 | 461 | 25.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 23,800 | -17.65 | 1,491 | -19.14 | |||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 5,606 | -7.17 | 351 | -8.83 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 5,497 | 0.00 | 344 | -1.71 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 620 | -99.76 | 39 | -99.77 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 46,203 | 2.44 | 2,857 | -0.73 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Discovery Capital Management, Llc / Ct | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12,231 | 61.72 | 766 | 58.92 | ||||
| 2025-07-31 | 13F | Rational Advisors Llc | 817,266 | -0.91 | 51,210 | -2.69 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 30,526 | 39.31 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 8,185 | 11.24 | 513 | 9.17 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 9,292 | 582 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18,079 | -0.72 | 1,133 | -2.50 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 72,851 | 0.91 | 4,565 | -0.91 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 12,850 | -22.69 | 805 | -24.06 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 29,295 | 6.00 | 1,836 | 4.08 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 11,580 | 0.00 | 726 | -1.76 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 1,155 | -0.09 | 72 | -1.37 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 86,425 | 64.01 | 5,415 | 61.06 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 9,502 | -34.36 | 595 | -35.54 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 11 | 1 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 11,755 | -34.78 | 737 | -36.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 61,744 | 120.96 | 3,869 | 116.94 | ||||
| 2025-04-18 | 13F | Insigneo Advisory Services, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 258,139 | 3.15 | 16,175 | 1.30 | ||||
| 2025-05-05 | 13F | Crestwood Advisors Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 7,137 | 0.41 | 447 | -1.32 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 1,015 | 0.00 | 64 | -1.56 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 274 | 0.00 | 17 | 0.00 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 50,500 | 1.57 | 3,164 | -0.25 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 83,584 | -2.12 | 5 | 0.00 | ||||
| 2025-04-14 | 13F | Clean Yield Group | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 19,360 | 633.61 | 1,213 | 622.02 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 809 | -7.86 | 51 | -10.71 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 89,681 | 0.42 | 5,619 | -1.39 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 18,537 | 183.53 | 1,162 | 178.42 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 15,564 | 975 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6,200 | 1.14 | 388 | -0.77 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 266,520 | -6.74 | 16,700 | -8.42 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 32,822 | 179.38 | 2,057 | 174.50 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 722 | 35.46 | 45 | 32.35 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 3,324 | 0.97 | 208 | -0.95 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 400 | 55.04 | 25 | 56.25 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 19,900 | 1,247 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 32,736 | -5.07 | 2,051 | -6.77 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 125,128 | 0.95 | 7,841 | -0.87 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 9,918 | -24.75 | 621 | -26.16 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 920 | 17.05 | 58 | 14.00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 627 | 0.00 | 39 | -2.50 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 28,213 | 19.71 | 1,768 | 17.56 | ||||
| 2025-08-14 | 13F | Savoie Capital LLC | 31,000 | 0.00 | 1,942 | 3.46 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 133,495 | -6.08 | 8,365 | -7.78 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 6,475 | 6.94 | 406 | 4.92 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4,451 | -0.09 | 279 | -2.11 | ||||
| 2025-07-24 | 13F | Birch Capital Management, LLC | 12,471 | 0.00 | 781 | -1.76 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 114,793 | -4.36 | 7,199 | -6.06 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 186 | 0.00 | 12 | 0.00 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 6,089 | -0.16 | 382 | -2.06 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 3,326 | 208 | ||||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 17,299 | -0.76 | 1,084 | -2.61 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3,975 | 249 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 200 | 13 | ||||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 3,469 | -2.25 | 217 | -3.98 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 31,304 | 14.23 | 1,920 | 23.31 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 14,197 | -0.90 | 1 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1,493 | 902.01 | 94 | 933.33 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 523,507 | -4.03 | 32,803 | -5.76 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 151,736 | -37.86 | 9,508 | -38.98 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 60,170 | 261.01 | 3,770 | 254.66 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 2 | 0.00 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 56,540 | -2.35 | 3,543 | -4.11 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 17,770 | 3.38 | 1,113 | 1.55 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 8,365 | -87.28 | 524 | -87.51 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 71 | 4 | ||||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 5,400 | -0.46 | 338 | -2.31 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Legacy Capital Group California, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 24,368 | 0.00 | 1,527 | -1.80 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 2,902 | -0.51 | 182 | -2.69 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 10,382 | 10.94 | 651 | 8.88 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 5,600 | 0.00 | 351 | -1.96 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 6,388 | 400 | ||||||
| 2025-07-29 | 13F | Foster & Motley Inc | 10,023 | -4.00 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 214,760 | 22.46 | 13,457 | 20.25 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 54,894 | 1,321.02 | 3,440 | 1,297.97 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 569 | -16.20 | 36 | -18.60 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 16,743 | 4.42 | 1,049 | 2.54 | ||||
| 2025-07-18 | 13F | Old Point Trust & Financial Services N A | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 3,591 | 225 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 199,132 | 0.72 | 12,478 | -1.09 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 18,187 | 4.20 | 1,140 | 2.34 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 6,623 | -26.51 | 415 | -28.00 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 162 | 161.29 | 10 | 233.33 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 178,581 | -2.73 | 11,190 | -4.48 | ||||
| 2025-08-04 | 13F | Field & Main Bank | 1,625 | -5.80 | 102 | -8.18 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 112,917 | 9.11 | 7 | 16.67 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 13,972 | -10.74 | 875 | -12.32 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 35,413 | -86.84 | 2,219 | -87.09 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 208 | 0.00 | 13 | 0.00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 904 | 57 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,207 | 24,040.00 | 76 | |||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 7,458 | 467 | ||||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 4,335 | 7.97 | 272 | 5.86 | ||||
| 2025-06-26 | NP | HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF | 784,091 | -11.94 | 47,163 | -15.40 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 171 | 11 | ||||||
| 2025-07-25 | NP | PRDAX - Diversified Real Asset Fund Class A | 402,400 | 0.00 | 24,381 | -4.14 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 2,820,089 | 41,304.92 | 3,923 | 803.92 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 4,433 | 3.09 | 275 | 6.61 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 250,390 | 3.70 | 15,689 | 1.84 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 199 | 0.00 | 12 | 0.00 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 22,493 | -80.56 | 1,409 | -76.31 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 12,625 | -1.06 | 791 | -2.83 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,061,803 | 6.86 | 66,533 | 4.94 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 14,039 | 0.05 | 1 | |||||
| 2025-07-16 | 13F | A. D. Beadell Investment Counsel, Inc. | 3,455 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 2,000 | 0.00 | 125 | -1.57 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 75,416 | 0.87 | 5 | 0.00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 14,764 | 113.54 | 925 | 109.75 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 3,979 | 249 | ||||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 112 | 7 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 16,087 | 5.24 | 1,008 | 3.28 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 3,967 | -43.91 | 249 | -45.01 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 3,300 | 211 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 28,092 | 0.66 | 1,747 | -1.91 | ||||
| 2025-08-14 | 13F | UBS Group AG | 632,477 | -2.33 | 39,631 | -4.09 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 543,697 | 19.22 | 34,068 | 17.07 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 310 | 0.00 | 19 | 0.00 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 16,172 | 0.36 | 1,013 | -1.46 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 1,538 | 96 | ||||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 666,500 | 2.55 | 41,763 | 0.70 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3,984 | -5.64 | 250 | -7.43 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 114 | -81.76 | 7 | -82.05 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 17,977 | 5.02 | 1,126 | 3.11 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 10,200 | 4.08 | 639 | 2.24 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 22,556 | 16.89 | 1,413 | 14.78 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 24 | 2 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11,079 | 20.95 | 1 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 12,400 | 777 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 14,163 | -0.82 | 1 | |||||
| 2025-05-02 | 13F | Kingsview Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 11,658 | 299.38 | 730 | 292.47 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 500 | 0.00 | 31 | 0.00 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 52,858 | 16.08 | 3,312 | 14.01 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 1,341 | 0.00 | 84 | -1.18 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4,743 | -7.29 | 297 | -8.90 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 16,735 | 52.85 | 1,049 | 50.14 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 466 | 1,270.59 | 0 | |||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 174 | 0.00 | 11 | -9.09 | ||||
| 2025-05-06 | 13F | Rsm Us Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3,406 | 0.00 | 213 | -1.84 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 3,540 | 222 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 4,300 | 0.00 | 269 | -1.82 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12 | 1 | ||||||
| 2025-05-07 | 13F | Phoenix Holdings Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 335 | 0.00 | 21 | -4.76 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 157,432 | 0.18 | 9,865 | -1.63 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 175,687 | 11,009 | ||||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 175,551 | 4.01 | 11,000 | 7.62 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 5,300 | 8.16 | 332 | 6.41 | |||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 4,900 | 16.67 | 307 | 14.55 | |||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 4,309 | -0.53 | 270 | -2.17 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 13,147 | 824 | ||||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 16,872 | 0.00 | 1,057 | -1.77 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 79,056 | 0.00 | 4,954 | -1.80 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 4,852 | -3.50 | 304 | -5.00 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 21,752 | -23.55 | 1,363 | 136,100.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 164,655 | 4.86 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 39,335 | 2,465 | ||||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 23,572 | 1,477 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 28,900 | 1,811 | ||||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 48,492 | -10.38 | 3,094 | -5.64 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 44,689 | 18.87 | 2,763 | 25.36 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 75,200 | 4,712 | ||||||
| 2025-05-30 | NP | Tidal Trust II - Tactical Advantage ETF | 34,966 | 2,231 | ||||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 290 | 0.00 | 18 | 0.00 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 181,914 | 5.85 | 11,399 | 3.94 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 8,953 | -0.91 | 1 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,039 | 128 | ||||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 303 | -38.41 | 19 | -41.94 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 39,092 | 0.80 | 2,450 | -1.01 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 8,733 | 131.40 | 547 | 127.92 | ||||
| 2025-04-14 | 13F | RWM Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 90,581 | 7.05 | 5,676 | 5.11 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 22,643 | -9.49 | 1,419 | -11.15 | ||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 9,082 | 0.00 | 569 | -1.73 | ||||
| 2025-08-12 | 13F | Verity & Verity, LLC | 24,120 | 0.00 | 1,511 | -1.82 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 4,805 | -12.08 | 301 | -13.51 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1,550 | -6.06 | 97 | -7.62 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 18,537 | 1.02 | 1,161 | -0.77 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 3,410 | -4.32 | 214 | -6.17 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 20,773 | 9.79 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,446,860 | 12.80 | 153,320 | 10.77 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 231,490 | 0.48 | 14,505 | -1.33 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 35,101 | 2,199 | ||||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 3,538 | 0.00 | 222 | -1.78 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 7,423 | -12.86 | 465 | -14.36 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 30,025 | -0.44 | 1,881 | -2.23 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 48,720 | 3.86 | 3,053 | 1.97 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 96 | 0.00 | 6 | 0.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 13,096 | 0.33 | 821 | -1.44 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 77,896 | -0.02 | 4,881 | -1.83 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 5,224 | 7.76 | 327 | 5.83 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 28,228 | -2.10 | 1,769 | -4.64 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 24,983 | 1,566 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 32,016 | -3.99 | 2,006 | -5.69 | ||||
| 2025-08-13 | 13F | Bollard Group LLC | 45,475 | 1.18 | 3 | 0.00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 3,203 | 201 | ||||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 73,923 | 0.70 | 4,516 | 1.10 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 5,849 | 2.22 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14,301 | 17.19 | 896 | 14.89 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 47,290 | 0.85 | 2,963 | -0.97 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 32 | -87.92 | 2 | -87.50 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 11,948 | -13.70 | 749 | -15.29 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 51,500 | 3,227 | ||||||
| 2025-08-06 | 13F | Menlo Advisors Llc | 100,697 | -1.66 | 6 | 0.00 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 49,605 | -1.08 | 3,108 | -2.84 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 3,415 | 267.60 | 214 | 261.02 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 3,261 | 204 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,129 | -43.83 | 68 | -46.87 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 10 | 0.00 | 1 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 314 | 0.32 | 20 | 0.00 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 36,485 | 52.16 | 2,286 | 49.41 | ||||
| 2025-08-11 | 13F | Sharpepoint Llc | 32,883 | -10.06 | 2,060 | -8.53 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 27,036 | 7.80 | 1,694 | 5.88 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 33,006 | -2.89 | 2,068 | -4.61 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 8,327 | 81.18 | 522 | 77.82 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 41 | 0.00 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 3,095 | 194 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 10,700 | 670 | ||||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 33,204 | -1.24 | 2,081 | -3.03 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 4,980 | 0.00 | 312 | -1.58 | ||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 13,096 | -10.97 | 821 | -12.58 | ||||
| 2025-04-21 | NP | GLPAX - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares | 114,685 | 7,249 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 168 | 0.00 | 11 | 11.11 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 11,218 | -1.23 | 703 | -3.04 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 27,292 | 13.32 | 1,704 | 10.72 | ||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 229,900 | 14,406 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5,793 | 41.09 | 363 | 38.55 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 78,690 | 35.19 | 4,931 | 32.74 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5,708 | -3.11 | 358 | -4.80 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5,163 | 0.00 | 324 | -1.82 | ||||
| 2025-05-15 | 13F | Perennial Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stamos Capital Partners, L.p. | 60,643 | 51.80 | 3,800 | 49.04 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 23,213 | -12.95 | 1,455 | -14.52 | ||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 48,421 | -1.80 | 3,034 | -3.56 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 274,794 | -1.40 | 17 | 0.00 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 49,411 | 3,096 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 106,521 | 247.06 | 6,675 | 240.86 | ||||
| 2025-07-30 | 13F | Private Capital Advisors, Inc. | 8,500 | 6.25 | 533 | 4.31 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 701,011 | -4.39 | 43,926 | -6.11 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 8,106 | -35.95 | 508 | -37.17 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 475 | 0.00 | 30 | -3.33 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 4,428 | 277 | ||||||
| 2025-07-28 | 13F | Essex LLC | 56,680 | -2.41 | 3,552 | -4.16 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 285,235 | -7.31 | 17,873 | -8.98 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 4,747 | -0.92 | 297 | -2.62 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 24,900 | -38.37 | 1,560 | -39.46 | |||
| 2025-08-14 | 13F | GWM Advisors LLC | 39,776 | -1.11 | 2,492 | -2.88 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 595 | 0.00 | 37 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 28,400 | 1,780 | |||||
| 2025-08-27 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 56,899 | 2.62 | 3,565 | 0.76 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 4,005 | -21.33 | 251 | -22.84 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 3,333 | 0.00 | 209 | -1.89 | ||||
| 2025-07-16 | 13F | American National Bank | 46 | 0.00 | 3 | 0.00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 600 | 0.00 | 38 | -2.63 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3,971 | 9.03 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 250 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 63,199 | 1.21 | 3,960 | -0.60 | ||||
| 2025-06-30 | NP | MLPD - Global X MLP & Energy Infrastructure Covered Call ETF | 174,752 | 19.24 | 10,511 | 14.56 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 26,597 | 3.62 | 1,667 | 1.77 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 36,426 | 10.18 | 2,282 | 8.20 | ||||
| 2025-05-05 | 13F | Mainstay Capital Management Llc /adv | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 11,497 | 720 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 29,246 | -0.73 | 1,833 | -2.50 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 33,056 | 3.63 | 2,071 | 1.77 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 40,809 | -13.63 | 2,557 | -10.63 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 49,019 | -14.77 | 3,072 | -16.30 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 176 | 0.00 | 11 | 0.00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 27,736 | -0.67 | 1,738 | -2.47 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 28,927 | 0.50 | 1,813 | -1.31 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 30,948 | 9.75 | 1,932 | 7.27 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19,155 | 1.67 | 1,200 | -0.17 | ||||
| 2025-04-01 | 13F/A | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1,083 | 1.31 | 68 | -1.47 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7,569 | -86.94 | 474 | -87.18 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 349 | 22 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,463 | -7.82 | 154 | -9.41 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 348,772 | -16.23 | 21,854 | -17.74 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4,051 | 0.00 | 254 | -1.94 | ||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 14,424 | -31.82 | 904 | -33.06 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 16,456 | 1,031 | ||||||
| 2025-08-08 | 13F | Firestone Capital Management | 6,940 | -6.75 | 435 | -8.44 | ||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 72,150 | 3.81 | 4,521 | 1.94 | ||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 9,608 | 0.00 | 613 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,422,391 | 1.31 | 89,127 | -0.52 |
Other Listings
| MX:MLPX |
