Mga Batayang Estadistika
| Pemilik Institusional | 373 total, 373 long only, 0 short only, 0 long/short - change of 4.48% MRQ |
| Alokasi Portofolio Rata-rata | 0.2707 % - change of 10.92% MRQ |
| Saham Institusional (Jangka Panjang) | 21,954,836 (ex 13D/G) - change of 0.85MM shares 4.04% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,869,706 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund (US:TDIV) memiliki 373 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 21,954,836 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Morgan Stanley, Raymond James Financial Inc, Bank Of America Corp /de/, Wells Fargo & Company/mn, UBS Group AG, Envestnet Asset Management Inc, Royal Bank Of Canada, Ameriprise Financial Inc, and Cetera Investment Advisers .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund (NasdaqGM:TDIV) 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 93.37 / share. Previously, on September 9, 2024, the share price was 74.71 / share. This represents an increase of 24.98% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-01 | 13F | Park National Corp /oh/ | 294,781 | -3.85 | 26,580 | 17.79 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 2,807 | 0.39 | 207 | -5.94 | ||||
| 2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 1,640 | -56.50 | 148 | -46.93 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 13,533 | 56.43 | 1 | |||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3,517 | 0.00 | 317 | 23.83 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,602,998 | 9.99 | 234,712 | 34.73 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 600 | 0.00 | 54 | 22.73 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4,795 | 14.88 | 432 | 32.11 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 395,337 | -2.14 | 36 | 20.69 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4,677 | 422 | ||||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 215 | 19 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2,665 | 240 | ||||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 6,430 | 0.00 | 580 | 22.41 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 13,288 | 6.54 | 1,198 | 30.50 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 3,021 | 272 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 301 | 27 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 46,735 | -0.78 | 4,214 | 21.55 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 177,275 | -3.67 | 15,985 | 18.00 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 122,842 | 10.52 | 11,077 | 35.39 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 107,226 | 0.06 | 9,669 | 22.57 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 2,779 | 0.00 | 251 | 22.55 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 11,267 | 6.00 | 1,016 | 29.80 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 3,189 | 0.00 | 288 | 22.65 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 853,225 | 36.58 | 76,935 | 67.31 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 31,647 | -1.47 | 2,853 | 20.69 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 17,844 | -6.88 | 1,609 | 14.04 | ||||
| 2025-05-02 | 13F | Apollon Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,070 | -23.75 | 277 | -12.10 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 245 | 0.00 | 22 | 22.22 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 2,674 | -97.61 | 241 | -97.07 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 52,498 | 29.10 | 4,734 | 58.14 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 15,447 | 0.34 | 1,393 | 22.86 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10,804 | -11.88 | 974 | 7.98 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 157 | 0.00 | 14 | 27.27 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 5,000 | 0.00 | 451 | 22.28 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 300 | 27 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 39,458 | -25.19 | 3,558 | -8.37 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 142 | 0.00 | 13 | 20.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 263,838 | 2.61 | 23,791 | 25.70 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 4,541 | -5.45 | 409 | 15.86 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 15,440 | -1.07 | 1,392 | 21.25 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 303 | 12.22 | 24 | 21.05 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 2,225 | 201 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 180 | 0.00 | 16 | 23.08 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2,463 | 222 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 11,874 | 11.25 | 1,071 | 36.31 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 13,736 | -0.15 | 1,239 | 22.33 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 8,542 | 0.89 | 770 | 23.60 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 3,092 | -17.72 | 279 | 0.72 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 75,310 | 0.22 | 6,791 | 22.76 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2,665 | -6.20 | 0 | |||||
| 2025-05-15 | 13F | Connecticut Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1,344 | 39.13 | 121 | 70.42 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 12,315 | -2.43 | 1,110 | 19.48 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5,460 | 2.96 | 492 | 26.15 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 740 | -1.07 | 67 | 13.79 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 27,746 | -1.40 | 2,502 | 20.76 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 7,648 | -17.19 | 690 | 1.47 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 2,120 | 191 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4,773 | 7.19 | 430 | 31.50 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 2,865 | 258 | ||||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 19,129 | 26.01 | 1,725 | 54.34 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4,348 | -7.37 | 396 | 16.47 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 6,106 | 0.00 | 717 | 22.15 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 12,213 | 0.08 | 1,101 | 22.61 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 40,878 | -0.77 | 3,686 | 21.54 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 40,793 | -5.72 | 3,678 | 15.52 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 2,917 | 0.10 | 263 | 22.90 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 135,883 | -6.80 | 12,253 | 14.17 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 429,579 | 1.03 | 38,735 | 23.75 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 69,195 | -23.99 | 6,239 | -6.89 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 39,131 | -2.49 | 3,576 | 17.41 | ||||
| 2025-08-01 | 13F | Reliant Investment Partners, LLC | 13,217 | -1.97 | 1,192 | 20.06 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 65 | 0.00 | 6 | 25.00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 3,510 | 11.71 | 316 | 36.80 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 485 | -5.83 | 44 | 16.22 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 35 | 3 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 2,766 | -25.78 | 249 | -9.12 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 100,000 | 100.00 | 9,017 | 145.03 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 45,951 | 7.20 | 4,143 | 31.32 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 450 | 0.00 | 41 | 21.21 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12,361 | 0.97 | 1,115 | 23.64 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6,900 | 9.66 | 622 | 34.34 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 1,047 | -49.81 | 94 | -38.56 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 40,324 | -15.59 | 3,636 | 3.41 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 150 | 0.00 | 14 | 18.18 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 6,422 | 30.29 | 579 | 59.94 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 633 | 57.86 | 57 | 96.55 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 46,101 | 1.21 | 4 | 33.33 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 29,719 | 2,680 | ||||||
| 2025-04-22 | 13F | Masso Torrence Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4,161 | -4.21 | 375 | 17.55 | ||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1,592 | -2.63 | 142 | 18.49 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 3,994 | 0.13 | 360 | 22.87 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 6,307 | 73.51 | 569 | 112.73 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 270,102 | 2.08 | 24,355 | 25.05 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 112,294 | -10.62 | 10,126 | 9.48 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 2,750 | 0.00 | 248 | 22.28 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 419,288 | 690.92 | 37,819 | 872.19 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 60,663 | 2.03 | 5,470 | 25.00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 15,344 | -2.37 | 1,384 | 19.64 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 551 | -8.32 | 50 | 11.36 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 2,572 | 232 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 39,634 | -0.84 | 4 | 50.00 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 5,008 | 2.12 | 452 | 24.93 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 9,795 | -1.13 | 883 | 21.12 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 415 | 3.75 | 37 | 48.00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 913 | 126.55 | 82 | 182.76 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 111,415 | 13.93 | 10,046 | 39.57 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 5,887 | -23.91 | 531 | -6.85 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 3,726 | -0.16 | 336 | 22.26 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,374,875 | -17.24 | 123,972 | 1.38 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 3,168 | 0.00 | 286 | 22.32 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 139 | 0.00 | 13 | 20.00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 8,425 | 0.00 | 760 | 22.42 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1,000 | 0.00 | 90 | 23.29 | ||||
| 2025-04-11 | 13F/A | Private Advisory Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 4,700 | 424 | |||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 2,923 | 3.65 | 264 | 27.05 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 284,311 | 457.71 | 25,636 | 583.26 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 9,911 | -0.97 | 894 | 21.33 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 812 | 0.00 | 73 | 23.73 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 47,640 | 4 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 6,814 | 0.53 | 614 | 23.29 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 2,362 | 213 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 3,837 | 23.65 | 346 | 51.75 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 54,226 | -3.37 | 4,890 | 18.38 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 3,227 | 0.00 | 291 | 22.36 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 67,973 | -0.07 | 6,129 | 22.43 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 7,407 | -1.32 | 668 | 20.83 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 33,537 | 38.77 | 2,984 | 68.30 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 19,883 | 1.21 | 1,793 | 23.93 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 3,252 | -2.22 | 293 | 20.08 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 49,416 | 2.37 | 4,456 | 25.39 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 20,375 | -1.60 | 1,837 | 20.54 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 25,296 | 7.17 | 2,281 | 31.26 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 11,784 | -0.03 | 1,063 | 22.49 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 799 | 15.80 | 72 | 44.00 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 4,632 | -18.85 | 418 | -0.71 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 20,747 | 0.25 | 1,871 | 22.78 | ||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 81,511 | 1.31 | 7,350 | 24.10 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 2,264 | 204 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 2,547 | -8.74 | 230 | 11.71 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 775 | 0.00 | 70 | 23.21 | ||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 100 | 0.00 | 7 | 0.00 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 528 | 0.00 | 48 | 23.68 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2,433 | 219 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 19,259 | -13.43 | 1,737 | 6.05 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 20,602 | 4.53 | 1,858 | 27.63 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 37,658 | -1.54 | 3,396 | 20.60 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 3,990 | 0.55 | 360 | 22.95 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 3,437 | -19.19 | 310 | -1.28 | ||||
| 2025-07-16 | 13F | American National Bank | 174 | 0.00 | 16 | 25.00 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 4,799 | 5.66 | 433 | 29.34 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 46,371 | -2.03 | 4,181 | 20.01 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 7,375 | -2.63 | 665 | 19.39 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 37,354 | 62.01 | 3,368 | 98.47 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 6,645 | 0.00 | 599 | 22.49 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 5,638 | 0.00 | 508 | 22.41 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 2,076 | 187 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 4,419 | 398 | ||||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 25,856 | 7.12 | 2,331 | 31.25 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 3,337 | 0.00 | 301 | 22.45 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 29,450 | -1.09 | 2,656 | 21.18 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 28,278 | -2.05 | 3 | 0.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 42,904 | 12.80 | 3,961 | 41.48 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 2,447 | 221 | ||||||
| 2025-05-14 | 13F | Quadcap Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 278,181 | -0.62 | 25,084 | 21.74 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 14,034 | 0.72 | 1,265 | 23.41 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 353,820 | 24.69 | 31,904 | 52.74 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 4,975 | 0.00 | 449 | 22.40 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 722 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 10,000 | 49.25 | 902 | 82.76 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 84 | 0.00 | 8 | 16.67 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 48,688 | -4.37 | 4,390 | 17.16 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 5,700 | 0.00 | 514 | 22.43 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 72,336 | 10.10 | 7 | 50.00 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 9,212 | 6.42 | 831 | 30.30 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 751 | 68 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 9,014 | 3,107.83 | 813 | 3,960.00 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 4,064 | 0.35 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 139,404 | 2.34 | 12,570 | 25.37 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 52,839 | -11.84 | 4,764 | 8.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 894 | 0.00 | 81 | 23.08 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 10,530 | 0.00 | 775 | 0.00 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 27,046 | 2,439 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 100 | 9 | ||||||
| 2025-04-17 | 13F | Fairvoy Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 4,859 | -96.13 | 348 | -96.48 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 15,006 | 0.00 | 1,353 | 22.22 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 4,253 | 0.00 | 390 | 33.68 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 2,400 | 25.98 | 216 | 54.29 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 100 | 0 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 125,641 | -3.74 | 9,248 | -9.70 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 57,111 | -6.36 | 5,150 | 14.70 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,948,052 | -1.40 | 175,656 | 20.78 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1,892 | -12.65 | 171 | 6.92 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 428 | -97.52 | 39 | -97.00 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 11,761 | -44.78 | 1,060 | -32.35 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5,061 | 3.99 | 456 | 27.37 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2,518 | 0.04 | 0 | |||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 182,749 | -46.72 | 16,478 | -34.73 | ||||
| 2025-05-14 | 13F | Quartz Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 12,827 | -20.29 | 1,157 | -2.36 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 4,706 | 0.00 | 424 | 22.54 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 10,981 | -7.82 | 990 | 13.01 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 54,400 | 2.31 | 4,905 | 25.32 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 540 | 49 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 7,350 | 0.00 | 663 | 22.37 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 7,060 | 0.00 | 637 | 22.54 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 20,082 | 20.06 | 1,811 | 47.03 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5,462 | -14.82 | 493 | 4.46 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 81,312 | 2,146.81 | 7,332 | 2,490.46 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 25,750 | -7.47 | 2,322 | 13.33 | ||||
| 2025-07-16 | 13F | Novem Group | 3,911 | 353 | ||||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 2,731 | 0.00 | 246 | 22.39 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 260 | 23 | ||||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 3,908 | -11.38 | 352 | 8.64 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 14,998 | -3.13 | 1,352 | 18.70 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 24,846 | 2.63 | 2,240 | 25.70 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 44,751 | 9.53 | 4,035 | 34.19 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 14,600 | 78.18 | 1,321 | 118.91 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 2,375 | -24.12 | 214 | -6.96 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 6,720 | 0.00 | 606 | 22.47 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 6,886 | 59.92 | 621 | 96.20 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 2,400 | 216 | ||||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 1,806 | 0.00 | 163 | 22.73 | ||||
| 2025-08-14 | 13F | Comerica Bank | 18,961 | -2.46 | 1,710 | 19.51 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Quantum Private Wealth, LLC | 7,132 | 0.00 | 643 | 22.71 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 36 | 0.00 | 3 | 50.00 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 41,595 | 6.04 | 3,751 | 29.89 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 13,259 | 0.58 | 1,196 | 23.20 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 170 | 0.00 | 15 | 25.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 360,819 | 4.57 | 32,400 | 27.54 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 161,028 | 2.57 | 15 | 27.27 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 3,392 | 2.73 | 306 | 25.51 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 15 | 25.00 | 1 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 3,911 | 5.36 | 353 | 28.94 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 5,213 | 0.00 | 470 | 22.72 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 40,017 | -4.31 | 3,608 | 17.22 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 24,442 | 2,204 | ||||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 31,303 | -0.18 | 2,890 | 32.52 | ||||
| 2025-08-06 | 13F | LeClair Wealth Partners LLC | 18,132 | -1.79 | 1,635 | 20.24 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 142,788 | -8.10 | 13,099 | 14.53 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Private Client Services, Llc | 6,049 | -0.88 | 545 | 21.38 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 10,368 | 7.05 | 935 | 31.18 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 2,959 | 0.00 | 267 | 22.58 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 8,010 | -11.11 | 737 | 14.11 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 3,692 | -66.75 | 333 | -57.09 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 2,871 | 0.03 | 259 | 22.27 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4,673 | 0.15 | 421 | 22.74 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 3,279 | 9.30 | 296 | 34.09 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 24,003 | 1.06 | 2,164 | 23.80 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 70,377 | -38.43 | 6,346 | -24.58 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 7,747 | 699 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6,480 | 10.69 | 586 | 36.28 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 1 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 500 | 0.00 | 45 | 25.00 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Atomi Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 2,195 | 202 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 132,965 | 7.49 | 11,989 | 31.67 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 6,156 | 13.45 | 555 | 39.10 | ||||
| 2025-05-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 5,000 | 368 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 32,195 | 2.35 | 2,903 | 25.40 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 41 | 0.00 | 4 | 0.00 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1,134 | 0.00 | 102 | 22.89 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 9,619 | 11.52 | 867 | 36.75 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 2,423 | 218 | ||||||
| 2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 2,076 | -75.75 | 187 | -72.13 | ||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 6,086 | 0.16 | 549 | 22.60 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 87,906 | -8.29 | 88 | -8.42 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 18,344 | 0.01 | 1,689 | 32.47 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 6,821 | 12.50 | 615 | 37.89 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 209,710 | 0.62 | 18,910 | 23.27 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 12,906 | 29.59 | 1,164 | 58.66 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3,040 | 0.00 | 274 | 22.87 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 100,897 | -4.98 | 9,098 | 16.39 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 633 | 0.32 | 57 | 23.91 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,116 | 0.36 | 101 | 23.46 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 12 | 0.00 | 1 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 65,408 | 2.94 | 5,898 | 26.09 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 482 | -3.79 | 43 | 19.44 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 4,087 | -2.04 | 368 | 19.87 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 2,175 | 0.00 | 196 | 22.50 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 6,665 | -6.87 | 608 | 26.99 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 5,400 | 487 | ||||||
| 2025-07-24 | 13F | Advanced Asset Management Advisors Inc | 4,435 | -11.55 | 400 | 8.13 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 2,521 | 227 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 600 | 0.00 | 54 | 22.73 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2,621 | 236 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 115 | -31.14 | 10 | -16.67 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 999 | 3.42 | 90 | 26.76 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 19,655 | 21.12 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 10,368 | -20.40 | 935 | -2.51 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 7,376 | 1 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1,328 | 0.00 | 120 | 22.68 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 34,640 | 2.59 | 3,123 | 25.67 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 22,272 | -1.46 | 2,008 | 20.75 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,375,096 | -1.24 | 123,992 | 20.98 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 210,875 | 3.17 | 19 | 26.67 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 11,806 | 40.82 | 1 | |||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 5,159 | -13.10 | 465 | 6.41 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 41,593 | -5.58 | 3,750 | 15.67 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 2,650 | 239 | ||||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 2 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1,103,545 | 1.33 | 99,507 | 24.12 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 3,664 | -12.78 | 330 | 6.80 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,874 | -25.28 | 169 | -8.70 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 5,295 | 477 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 46,499 | 0.03 | 4,193 | 22.50 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 54,249 | -14.30 | 4,892 | 4.98 | ||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 5,359 | -1.34 | 483 | 21.05 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 7,136 | 58.12 | 643 | 93.67 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,629 | 21.03 | 147 | 47.47 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,386,401 | 17.08 | 125,012 | 43.42 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 3,144 | 3.29 | 283 | 26.34 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 12,518 | 37.30 | 1,129 | 68.11 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 43,027 | -2.67 | 3,880 | 19.21 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 11,462 | -85.20 | 1,046 | -81.65 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 706 | -33.77 | 64 | -19.23 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 20,127 | -9.38 | 1,824 | 11.57 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 355 | 0.00 | 32 | 23.08 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 35 | 0.00 | 3 | 50.00 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 7,000 | -0.44 | 631 | 22.05 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5,320 | 6.49 | 480 | 30.52 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 72,564 | 8.43 | 6,543 | 32.83 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 8,243 | 56.18 | 743 | 91.49 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 385 | 35 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 5,131 | 3.36 | 463 | 26.58 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 52,637 | 20.37 | 4,746 | 47.48 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1,804 | 0.11 | 163 | 24.62 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 17,775 | -15.60 | 1,603 | 3.35 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6,189 | 3.62 | 558 | 27.11 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 18,070 | -13.88 | 1,629 | 5.51 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 8,068 | -0.71 | 728 | 21.57 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 11,161 | 6.58 | 1 | |||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 5,251 | 8.00 | 473 | 32.49 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 45,409 | -5.19 | 4,095 | 16.14 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,272 | -2.90 | 115 | 18.75 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 11,085 | 0.03 | 1,000 | 22.58 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 39,160 | 0.18 | 3,531 | 22.73 | ||||
| 2025-05-02 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 9,379 | -0.70 | 846 | 21.58 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 30,993 | 4.51 | 2,795 | 28.05 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,477 | 84.62 | 133 | 129.31 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 15,159 | 132.64 | 1,367 | 185.18 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 550,723 | 13.17 | 49,658 | 38.62 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 21,807 | 1.96 | 1,966 | 17.16 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 65,082 | 41.44 | 5,868 | 73.25 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Martin Worley Group | 2,915 | 263 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 159,187 | 7.22 | 14,354 | 31.34 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2,477 | 223 | ||||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 6,839 | 3.00 | 617 | 26.23 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 140 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 449,859 | 3.48 | 40,570 | 26.77 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 16,939 | -25.03 | 1,247 | -29.68 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 877 | -95.68 | 79 | -94.73 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 13,752 | -8.42 | 1,240 | 12.22 | ||||
| 2025-04-30 | 13F | Harbour Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 17,194 | -3.77 | 1,550 | 17.87 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 19,270 | 1.51 | 1,738 | 24.34 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 500 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 11,543 | -32.33 | 1,041 | -17.13 | ||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 23,514 | 2.38 | 2,120 | 25.44 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 5,182 | 468 | ||||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 35,438 | 97.80 | 3,195 | 142.41 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 238 | 0.00 | 21 | 23.53 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 3,225 | 4.88 | 237 | -3.66 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 35,708 | -0.87 | 3,220 | 21.79 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 37,509 | -3.90 | 3,382 | 17.72 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 7,922 | -13.08 | 714 | 6.57 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 6,332 | 0.62 | 571 | 23.11 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 5,595 | -19.47 | 504 | -1.37 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,895 | 0.00 | 171 | 22.30 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 3,477 | 16.83 | 314 | 42.92 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,253 | 0.24 | 113 | 24.18 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 17,868 | -2.59 | 1,611 | 19.33 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 849 | 0.35 | 77 | 22.58 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 27,296 | -32.62 | 2,429 | -17.83 | ||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 30,589 | 0.00 | 3 | 0.00 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 21,213 | -13.84 | 1,913 | 5.52 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 993 | 0.00 | 90 | 21.92 |
Other Listings
| MX:TDIV |
