Mga Batayang Estadistika
| Pemilik Institusional | 301 total, 299 long only, 2 short only, 0 long/short - change of -1.94% MRQ |
| Alokasi Portofolio Rata-rata | 0.1582 % - change of -4.88% MRQ |
| Saham Institusional (Jangka Panjang) | 61,745,338 (ex 13D/G) - change of -0.89MM shares -1.42% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,129,357 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF (US:TFI) memiliki 301 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 61,752,588 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Betterment LLC, Northwestern Mutual Wealth Management Co, Morgan Stanley, Fisher Asset Management, LLC, Envestnet Asset Management Inc, Bank Of Montreal /can/, LPL Financial LLC, Raymond James Financial Inc, and Jpmorgan Chase & Co .
Struktur kepemilikan institusional SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF (ARCA:TFI) 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 45.02 / share. Previously, on September 6, 2024, the share price was 46.64 / share. This represents a decline of 3.47% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 95,568 | 0.54 | 4,269 | -0.35 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 370,864 | -12.58 | 16,566 | -13.35 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 784 | 0.77 | 35 | 0.00 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 18,464 | 0.00 | 825 | -0.96 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 652,787 | 80.67 | 29,160 | 79.07 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 86,660 | -73.24 | 3,871 | -73.48 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 501 | 0.00 | 22 | 0.00 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 41,647 | 130.62 | 2 | |||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 55 | 2 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Crews Bank & Trust | 6,160 | 0.00 | 275 | -0.72 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 29,799 | -30.70 | 1,331 | -31.32 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 869 | -55.98 | 39 | -56.82 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 13,055 | 583 | ||||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 153,835 | 9.96 | 6,872 | 8.98 | ||||
| 2025-04-17 | 13F | Stephens Consulting, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 4,662 | -10.67 | 208 | -11.49 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 10,686 | 15.74 | 477 | 14.66 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 4,426 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 5,399 | 241 | ||||||
| 2025-05-08 | 13F | Collaborative Wealth Managment Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | -2,731 | -44.03 | -122 | -44.75 | |||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 12,708 | 568 | ||||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 205 | 0.00 | 9 | 0.00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 17,058 | -28.44 | 762 | -29.14 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 17,905 | -12.62 | 800 | -13.43 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 809 | 36 | ||||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 40 | 0.00 | 2 | 0.00 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 21,995 | -33.85 | 983 | -34.45 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8,692 | 4.41 | 388 | 3.47 | ||||
| 2025-05-15 | 13F | Lavaca Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 1,137 | 0.00 | 51 | -1.96 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 19 | 0.00 | 1 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 6,763 | 0 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 9,584 | 9.26 | 428 | 8.35 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4,832 | 216 | ||||||
| 2025-08-04 | 13F | Balentine LLC | 100,918 | 3,573.75 | 4,508 | 3,565.04 | ||||
| 2025-05-14 | 13F | Eqis Capital Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Schonfeld Strategic Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 10,548 | -6.06 | 471 | -6.92 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 197,508 | 25.26 | 8,823 | 24.15 | ||||
| 2025-08-08 | 13F | Creative Planning | 17,265 | -11.13 | 771 | -11.89 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 8,812 | 394 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 60,719 | 17.27 | 2,712 | 16.25 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8,375 | -10.26 | 374 | -10.95 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 13,893 | 621 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 13,536 | 0.05 | 605 | -0.82 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 10 | 0 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 246,967 | -9.78 | 11,032 | -10.58 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 74 | 7,300.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 13,570,885 | 2.94 | 606,211 | 2.03 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 129,011 | -9.46 | 5,763 | -10.28 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 70 | 3 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 763,043 | -87.92 | 34,085 | -88.02 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 442 | -97.45 | 20 | -97.56 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 327,009 | 61.06 | 14,650 | 60.09 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 8,863 | 0.00 | 396 | -1.00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6,321 | 282 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 12,300 | -4.84 | 549 | -5.67 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 416,232 | -1.66 | 18,593 | -2.53 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 7,060 | -0.73 | 315 | -1.56 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 376 | 17 | ||||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 13,003 | 0.00 | 581 | -1.02 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 13,599 | 83.94 | 607 | 82.28 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 17,299 | 95.27 | 773 | 93.48 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 5,846 | -31.59 | 261 | -32.21 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 141,200 | 162.06 | 6,307 | 159.76 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,495 | 3.99 | 245 | 2.94 | ||||
| 2025-04-14 | 13F | Wedmont Private Capital | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 60,732 | 2.92 | 2,713 | 1.99 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 15,877 | -10.61 | 709 | -11.37 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 30,492 | -49.30 | 1 | -50.00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2,600 | 116 | ||||||
| 2025-04-28 | 13F | Summit Trail Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Villere St Denis J & Co Llc | 7,794 | 0.00 | 348 | -0.85 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,828,870 | -5.03 | 81,696 | -5.87 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 235,140 | 129.03 | 10,504 | 127.02 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 36,440 | 2.82 | 1,628 | 1.88 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 7,092 | -1.39 | 315 | -0.94 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 14,190 | 88.67 | 634 | 87.28 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 423,757 | 570.68 | 18,929 | 564.88 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 336,967 | 2.05 | 15,052 | 1.15 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 23,436 | 393.29 | 1,047 | 388.79 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 86,551 | 42.61 | 3,866 | 41.35 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 17,163 | 24.78 | 767 | 23.75 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 5,275 | 5.75 | 236 | 4.91 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 33,543 | -17.81 | 1,498 | -18.54 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4,869 | -25.26 | 217 | -25.94 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 3,106,329 | -4.03 | 138,760 | -4.88 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 20 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 48,320 | -5.53 | 2,158 | -6.34 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 4,500 | 201 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 23,388 | -29.10 | 1,045 | -29.74 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 5,176 | 0.00 | 231 | -0.86 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 17,937 | -1.97 | 801 | -2.79 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 352,771 | 2.79 | 15,758 | 1.88 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 14,465 | 20.97 | 646 | 20.07 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 41,630 | -19.41 | 1,860 | -20.15 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 74 | 0.00 | 3 | 0.00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 251,420 | -20.51 | 11,231 | -21.23 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Adirondack Trust Co | 1,500 | 0.00 | 67 | -1.49 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-17 | 13F | Grove Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 101,347 | 10.70 | 4,527 | 9.72 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 136,476 | 15.97 | 6 | 20.00 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 18,217 | 21.08 | 831 | 22.57 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5,101,819 | 3.30 | 227,898 | 2.39 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 5,956 | -1.39 | 266 | -2.21 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 24,621 | -3.95 | 1,100 | -4.85 | ||||
| 2025-04-30 | 13F | Silverlake Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 77,460 | -24.77 | 3 | -25.00 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 164,588 | -5.09 | 7 | 0.00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 48,237 | -0.03 | 2,155 | -0.92 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,497 | 67 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 4,020 | -98.87 | 180 | -98.89 | ||||
| 2025-05-15 | 13F | Advisory Services Network, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 5,554 | -40.29 | 248 | -40.81 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 745 | 0.00 | 33 | 0.00 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Exchange Bank | 4,622 | 0.00 | 206 | -0.96 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 20,583 | 1.14 | 919 | 0.22 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 267,236 | -5.14 | 11,937 | -5.99 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 17,170 | -38.63 | 767 | -39.21 | ||||
| 2025-07-16 | 13F | Tenret Co LLC | 140,767 | 6,288 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 146,768 | 15.87 | 6,556 | 15.20 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 11,754 | 26.28 | 525 | 25.30 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6,859 | 0.47 | 306 | -0.33 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 10,162 | 22.98 | 454 | 22.76 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 15,123 | 16.97 | 676 | 15.98 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 285,047 | -1.71 | 12,733 | -2.58 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 122 | -45.54 | 5 | -50.00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 5,574 | 249 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 29,480 | -68.73 | 1,317 | -69.03 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 27,419 | 3.58 | 1,225 | 2.60 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 18,254 | 0.00 | 815 | -0.85 | ||||
| 2025-06-03 | 13F | Invst, LLC | 73,168 | -31.58 | 3,298 | -32.41 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 17,020 | 6.38 | 760 | 5.41 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5,460 | -2.71 | 244 | -3.57 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 54,486 | -1.97 | 2,434 | -2.87 | ||||
| 2025-08-14 | 13F | Comerica Bank | 80,454 | -5.87 | 3,594 | -6.72 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 9,014 | -26.30 | 403 | -27.04 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 9,211 | 18.07 | 411 | 17.09 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 60 | 0.00 | 3 | 0.00 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 6,094 | -82.23 | 271 | -82.26 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 668,180 | -2.54 | 29,848 | -3.40 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 44,291 | 0.23 | 1,978 | -0.65 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 884,984 | 72.26 | 39,532 | 70.74 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 126,439 | -24.99 | 5,648 | -25.65 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4,706 | 0.38 | 210 | -0.47 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 28,884 | -2.71 | 1,290 | -3.59 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 7,943 | 0.00 | 355 | -0.84 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 107,470 | -14.95 | 4,790 | -15.91 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 207 | -0.96 | ||||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 4,662 | -2.10 | 208 | -2.80 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 13,126 | 6.15 | 586 | 5.21 | ||||
| 2025-08-14 | 13F | State Of Wisconsin Investment Board | 285,800 | 0.00 | 12,767 | -0.89 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8,268 | 369 | ||||||
| 2025-07-17 | 13F | SWS Partners | 35,566 | -34.51 | 1,589 | -35.10 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 55,415 | 96.24 | 2,475 | 94.58 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 44,670 | 4,367.00 | 1 | -97.78 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 3,000 | 0.00 | 134 | -0.74 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 24,002 | 83.97 | 1,072 | 82.31 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 115,945 | 5,179 | ||||||
| 2025-04-17 | 13F | Hanson & Doremus Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 6,967 | -6.67 | 311 | -7.44 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 92,998 | 1.47 | 4,154 | 0.58 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 17,771 | -12.65 | 794 | -13.43 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 5,500 | 0.00 | 246 | -0.81 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 15 | 1 | ||||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 71,045 | 0.95 | 3,174 | 0.06 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 14,002 | -26.29 | 624 | -27.10 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 9,146 | 409 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 50 | 2 | ||||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 8,688 | -13.47 | 388 | -14.16 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 7,671 | -2.60 | 343 | -3.39 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 41,183 | 104.12 | 1,840 | 99.89 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 461,780 | -5.58 | 20,628 | -6.42 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 36,409 | 4.00 | 1,626 | 3.11 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 6,019 | -32.51 | 269 | -33.17 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 166,670 | 3.42 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 6,704 | 299 | ||||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 49,392 | -12.40 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Millennium Management Llc | 5,401 | 241 | ||||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 72,680 | -23.08 | 3,247 | -23.77 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 267 | 12 | ||||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 33,512 | -3.12 | 1,494 | -1.65 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Park Place Capital Corp | 2,306 | 0.04 | 103 | -0.97 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 4,801 | -1.27 | 213 | -2.74 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 9,622 | -57.86 | 430 | -58.31 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 35,610 | -2.09 | 1,591 | -2.99 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 6,327 | 282 | ||||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 5,500 | 0.00 | 246 | -0.81 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 26,471 | 7.68 | 1,193 | 6.42 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 415,739 | -6.99 | 18,571 | -6.19 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 728,219 | -0.80 | 32,530 | -1.68 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 36 | 0.00 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 33,556 | -50.61 | 1,499 | -51.08 | ||||
| 2025-05-09 | 13F | Ritter Daniher Financial Advisory LLC / DE | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 21,063 | 2.61 | 941 | 1.62 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 303,170 | 134.05 | 13,543 | 131.96 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 16,739 | 0.00 | 1 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 86,202 | -2.61 | 3,851 | -3.48 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 11,678 | -89.98 | 522 | -90.08 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 14,390 | 643 | ||||||
| 2025-07-09 | 13F | Taylor Hoffman Capital Management LLC | 4,656 | 0.00 | 208 | -1.43 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 3,240 | -7.03 | 145 | -8.28 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 5,214 | 233 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4,240 | 67.46 | 189 | 66.37 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 16,228 | 204.69 | 725 | 201.67 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 223,413 | 60.85 | 9,966 | 59.47 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 66,656 | -26.55 | 2,978 | -27.21 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 18,178 | -47.47 | 812 | -47.92 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5,657 | 17.17 | 253 | 16.13 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 24,729 | 0.00 | 1 | 0.00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 5,327 | 238 | ||||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 15,075 | -3.67 | 673 | -4.54 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 8,835 | -6.60 | 395 | -7.51 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 225 | 0.00 | 10 | 0.00 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 5,000 | -0.62 | 223 | -4.29 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2,496 | -31.43 | 111 | -32.32 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 631,414 | 51.66 | 28,205 | 50.31 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,964 | 6.05 | 88 | 4.82 | ||||
| 2025-08-07 | 13F | Cumberland Advisors Inc | 21,625 | -9.91 | 966 | -10.73 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 43,329 | -49.21 | 1,936 | -49.67 | ||||
| 2025-05-09 | 13F | Charles Schwab Investment Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1,545 | 4,581.82 | 69 | 6,800.00 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 16,529 | -0.25 | 738 | -1.07 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 5,883 | 263 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 313 | 0.00 | 14 | 0.00 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 169 | 0.00 | 8 | 0.00 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 25 | 0.00 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 73,670 | 3,291 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 4,326 | -6.73 | 193 | -7.66 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 32,543 | 109.33 | 1,454 | 107.57 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 8,203 | -6.03 | 366 | -6.87 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 11,930 | -1.95 | 533 | -2.92 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 77,144 | 12.61 | 3,446 | 11.63 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5,048 | 226 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 59,323 | 146.24 | 2,650 | 144.15 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2,225 | 0.00 | 99 | -1.00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 39,354 | -0.89 | 1,758 | -1.79 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 4,925 | -3.20 | 220 | -4.37 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 11,830 | -50.75 | 528 | -51.20 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 13,501 | 6.41 | 603 | 5.60 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 548,389 | 19.85 | 24,497 | 18.79 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 819 | -39.65 | 37 | -40.98 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 4,729 | 0.00 | 211 | -0.94 | ||||
| 2025-05-02 | 13F | Larson Financial Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,526 | 0.00 | 158 | -0.63 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 6,703 | 299 | ||||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 175,675 | 0.96 | 7,847 | 0.06 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 244 | 11 | ||||||
| 2025-07-08 | 13F | Little House Capital Llc | 16,920 | -4.74 | 756 | -5.62 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 4,313 | -17.12 | 193 | -17.95 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 9,076 | 1.86 | 405 | 0.75 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 11 | 0 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Asset Dedication, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,672,375 | 13.93 | 74,705 | 12.92 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 133,657 | -20.59 | 5,979 | -21.19 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 11,750 | 0.00 | 525 | -0.95 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 70 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 24,179 | 18.28 | 1,080 | 17.26 | ||||
| 2025-07-25 | 13F | Avion Wealth | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 3,098 | 138 | ||||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 13,214 | -22.49 | 590 | -23.18 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 54,396 | 31.04 | 2,430 | 29.89 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7,036 | 147.57 | 314 | 145.31 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 480,422 | -2.24 | 21,460 | -3.11 | ||||
| 2025-08-14 | 13F | UBS Group AG | 505,784 | -34.57 | 22,593 | -35.15 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 274 | -13.56 | 12 | -14.29 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 45 | 0.00 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 4,563 | 0.00 | 204 | -0.98 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 | 100.00 | 0 | |||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 12,912 | 0.00 | 577 | -0.86 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 34,561 | -1.97 | 1,544 | -2.89 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 87,759 | 12.54 | 3,920 | 11.55 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 76,157 | 0.79 | 3,402 | -0.12 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 11,342 | -6.09 | 507 | -6.99 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 16,710 | -13.96 | 746 | -12.24 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 31,771 | 1,419 | ||||||
| 2025-08-15 | 13F | WealthCollab, LLC | 2 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 3,498,811 | -11.27 | 156,292 | -12.06 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 4,021 | 0.00 | 180 | -1.10 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 412,345 | -2.75 | 18,419 | -3.62 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 12,727 | -14.23 | 568 | -17.08 | ||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 20,146 | 11.87 | 1 | |||||
| 2025-07-08 | 13F | Gradient Investments LLC | 22,120 | 10.15 | 988 | 9.17 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 24,203 | 4.00 | 1,081 | 3.15 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,319,151 | 6.00 | 58,926 | 5.06 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4,632 | 207 | ||||||
| 2025-08-14 | 13F | Navigoe, LLC | 200 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 13,530 | 604 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6,453 | 0.00 | 288 | -0.69 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 7,151 | 315 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3,106 | -0.42 | 139 | -1.43 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 11 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 458 | 344.66 | 20 | 400.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3,007 | -5.68 | 134 | -7.59 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 78,982 | -18.72 | 3,528 | -19.43 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 32,662 | 12.57 | 1,459 | 10.28 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 812 | 0.00 | 36 | 0.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 18,526 | -64.20 | 828 | -64.54 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 75 | -1.32 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6,175 | -37.11 | 276 | -37.78 | ||||
| 2025-08-14 | 13F | Betterment LLC | 13,127,515 | 42.97 | 586 | 41.89 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 23,627 | 74.46 | 1,055 | 72.95 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 11,366 | -0.04 | 508 | -0.98 | ||||
| 2025-05-05 | 13F | Kestra Private Wealth Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 791 | 0.00 | 35 | 0.00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 177,133 | -8.70 | 8 | -12.50 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 28,349 | -17.28 | 1,266 | -18.01 | ||||
| 2025-04-10 | 13F | Diligent Investors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 69,092 | 9.49 | 3,086 | 8.51 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4,892 | -0.45 | 219 | -1.36 | ||||
| 2025-04-09 | 13F | Hardin Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 20,500 | 0.00 | 916 | -0.87 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11,371 | -1.75 | 508 | -2.69 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | -4,519 | -28.79 | -202 | -29.72 | |||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 7,440 | -16.05 | 332 | -16.79 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6,636 | 0.00 | 296 | -1.00 | ||||
| 2025-04-30 | 13F | Pineridge Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 136,004 | -19.44 | 6,075 | -20.15 | ||||
| 2025-08-14 | 13F | Fmr Llc | 23,306 | -16.94 | 1,041 | -17.64 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 18,037 | -1.71 | 806 | -2.54 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 151,882 | -24.07 | 6,785 | -24.74 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 5,636 | -60.50 | 252 | -60.96 |
