Mga Batayang Estadistika
| Pemilik Institusional | 362 total, 361 long only, 0 short only, 1 long/short - change of 5.83% MRQ |
| Alokasi Portofolio Rata-rata | 0.3687 % - change of -14.31% MRQ |
| Saham Institusional (Jangka Panjang) | 19,169,785 (ex 13D/G) - change of 0.46MM shares 2.46% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,308,698 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF (US:XMMO) memiliki 362 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 19,169,785 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Morgan Stanley, Wells Fargo & Company/mn, Northwestern Mutual Wealth Management Co, Raymond James Financial Inc, Ameriprise Financial Inc, Bank Of America Corp /de/, Mainstay Capital Management Llc /adv, Cetera Investment Advisers, and Money Concepts Capital Corp .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF (ARCA:XMMO) 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 133.66 / share. Previously, on September 6, 2024, the share price was 110.83 / share. This represents an increase of 20.60% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | St Germain D J Co Inc | 38 | 5 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 7,708 | -38.15 | 991 | -30.06 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7,124 | 7.91 | 916 | 21.97 | ||||
| 2025-07-18 | 13F | Vicus Capital | 33,680 | 12.20 | 4,332 | 26.89 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 76,373 | 268.13 | 9,824 | 316.23 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 5,377 | -35.42 | 692 | -27.03 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 81,712 | 6.45 | 10,511 | 20.36 | ||||
| 2025-08-08 | 13F | Creative Planning | 2,613 | -16.94 | 336 | -5.88 | ||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 41,797 | 1,318.77 | 5,376 | 1,504.78 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 4,864 | 12.44 | 626 | 27.03 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 40,489 | 20.90 | 5,208 | 36.73 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 45 | 0.00 | 6 | 0.00 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 12,300 | 0.00 | 1,582 | 13.08 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,808,790 | 4.61 | 361,295 | 18.28 | ||||
| 2025-05-06 | 13F | WESPAC Advisors SoCal, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Manchester Financial Inc | 103,962 | 38.04 | 13,373 | 56.09 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4,647 | 598 | ||||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 8,612 | 0.38 | 1,108 | 13.54 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8,097 | 54.58 | 1,041 | 74.96 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 4,402 | -52.91 | 566 | -46.75 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 31,941 | -57.32 | 4,109 | -51.74 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 145,936 | 1.57 | 18,772 | 14.85 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 3,519 | -0.87 | 453 | 12.72 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 51,555 | -14.04 | 6,647 | -2.58 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 226 | 0 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 330 | 0.00 | 42 | 13.51 | ||||
| 2025-05-06 | 13F | Arlington Capital Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,112 | 49.87 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 22,835 | 12.42 | 2,937 | 27.14 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 12,848 | 11.07 | 1,462 | -2.27 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 3,500 | 0.00 | 450 | 13.07 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,946 | -4.89 | 250 | 7.76 | ||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, Llc | 8,786 | 1,085 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 2,904 | -33.26 | 374 | -24.49 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,400 | 0.00 | 180 | 13.21 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 98,815 | 237.71 | 12,711 | 281.91 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1,649 | -78.91 | 212 | -72.09 | ||||
| 2025-08-07 | 13F | Nwam Llc | 35,862 | 20.32 | 4,722 | 39.29 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 3,909 | -7.92 | 510 | 5.60 | ||||
| 2025-08-14 | 13F | Fmr Llc | 14,019 | -5.42 | 1,803 | 6.94 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 465,289 | 0.57 | 59,850 | 13.71 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 707,440 | -12.29 | 90,998 | -0.83 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 28,964 | 11.11 | 3,728 | 25.66 | ||||
| 2025-08-14 | 13F | Betterment LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 333 | -75.85 | 43 | -73.08 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 1,660 | 214 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 11,785 | -19.34 | 1,521 | -5.12 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 294,732 | 31.58 | 37,911 | 48.78 | ||||
| 2025-05-01 | 13F | ADG Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 6,397 | 6.23 | 823 | 20.00 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 558,008 | 102.31 | 71,777 | 128.76 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 546,873 | 11.44 | 70,344 | 26.01 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 597,656 | 7.56 | 76,877 | 21.62 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 99,457 | 3.81 | 12,793 | 17.38 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10,084 | 1,297 | ||||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Beacon Financial Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | Brand Asset Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1,312 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 4,268 | -30.31 | 549 | -21.26 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 161 | 0.62 | 21 | 11.11 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 29 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 7,388 | 950 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 5,053 | 5.31 | 650 | 19.08 | ||||
| 2025-08-07 | 13F | PFG Advisors | 6,475 | -12.57 | 833 | -1.19 | ||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 3,450 | -19.37 | 444 | -8.85 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 9,322 | 26.50 | 1,199 | 43.08 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 47,040 | -1.87 | 6 | 20.00 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 1,739 | 224 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 575 | 0.00 | 74 | 12.31 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 1,959 | 252 | ||||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 10,565 | -57.37 | 1,359 | -51.83 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 43,532 | 6.65 | 5,599 | 20.59 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 1,850 | 0.00 | 238 | 12.86 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,087 | -18.14 | 397 | -7.24 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,761 | -0.54 | 355 | 12.70 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 2,456 | 316 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 29,181 | -12.91 | 3,754 | -1.52 | ||||
| 2025-08-14 | 13F | UBS Group AG | 244,617 | -1.49 | 31,465 | 11.39 | ||||
| 2025-05-14 | 13F | One Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 3,574 | -83.35 | 460 | -81.20 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 3,247 | 418 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1,674,090 | -4.14 | 215,338 | 8.39 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 9,738 | -2.52 | 1,253 | 10.21 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 2,764 | -0.07 | 356 | 13.06 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,058 | -17.52 | 265 | -6.38 | ||||
| 2025-05-09 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Reliant Investment Partners, LLC | 2,619 | 0.00 | 337 | 13.13 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 22,304 | 182.54 | 2,869 | 219.49 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 72,404 | 3.42 | 9,313 | 16.94 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 26,228 | 169.06 | 3,374 | 204.42 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 2,826 | 9.07 | 0 | |||||
| 2025-05-01 | 13F | Park Square Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 273,609 | -3.89 | 35 | 9.38 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-05-27 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 1,712 | -28.64 | 195 | -34.46 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 29,653 | 10.15 | 3,814 | 24.56 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5,627 | -9.43 | 724 | 2.41 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 2,361 | -5.86 | 304 | 6.32 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 27,574 | 71.49 | 3,547 | 93.88 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 39,122 | 5 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 26,394 | -9.20 | 3,395 | 2.69 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 2,252 | -43.42 | 290 | -36.06 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6,876 | -5.50 | 884 | -1.56 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 11,059 | 0.09 | 1,423 | 13.22 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 1,681 | 216 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 3,490 | -90.54 | 449 | 16.06 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 2,277 | -91.03 | 293 | -89.89 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 15,436 | 28.12 | 1,986 | 44.89 | ||||
| 2025-04-29 | 13F | Crew Capital Management, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 30,701 | 2.92 | 3,949 | 16.36 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 290 | 0.35 | 37 | 15.63 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 878,913 | 0.33 | 113,055 | 13.45 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 17,033 | 51.88 | 2,202 | 71.42 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 104,706 | -78.68 | 11,911 | -80.37 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 231,259 | 62.27 | 29,747 | 83.48 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 34,019 | 6.33 | 4,376 | 20.23 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 76,881 | 0.11 | 9,889 | 13.20 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 65,307 | 1.46 | 8,400 | 14.72 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 163,585 | 0.78 | 21,042 | 13.95 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 3,516 | 31.10 | 452 | 48.20 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-27 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 14,945 | -15.26 | 1,700 | -21.95 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 89,549 | 1.71 | 11,523 | 15.06 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 47 | 0.00 | 6 | 20.00 | ||||
| 2025-05-09 | 13F | Emerald Investment Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 100 | 0.00 | 13 | 9.09 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 2,614 | 1.91 | 345 | 18.15 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 19,506 | 75.71 | 2,509 | 98.81 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 3,276 | -4.13 | 421 | 8.51 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 21,579 | 3.29 | 2,776 | 16.79 | ||||
| 2025-05-14 | 13F | Change Path, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 2,491 | 0.00 | 320 | 13.07 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 32,521 | 3.99 | 4,183 | 17.60 | ||||
| 2025-04-21 | 13F | Compass Capital Corp /ma/ /adv | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 8,114 | -2.34 | 1 | |||||
| 2025-04-14 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-30 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 2,040 | 6.19 | 262 | 20.18 | ||||
| 2025-04-22 | 13F | Diversified Portfolios, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Main Street Group, LTD | 2,348 | 48.42 | 302 | 68.72 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 671 | 24.49 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 13,392 | -79.34 | 1,723 | -76.65 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 209 | 27 | ||||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 453 | 58 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 214,476 | -0.49 | 28 | 12.50 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 145 | -97.00 | 19 | -96.72 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 200 | 0.00 | 26 | 13.64 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 205,967 | -1.48 | 26,493 | 11.40 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 6,542 | 30.32 | 857 | 42.90 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 875 | -33.96 | 113 | -25.33 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 4,719 | 38.02 | 1 | |||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 106,346 | 53.39 | 13,679 | 73.46 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 4 | 1 | ||||||
| 2025-05-15 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Guardian Partners Inc. | 7,938 | 25.13 | 1,028 | 45.26 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 52,017 | -24.58 | 6,691 | -14.71 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 6,959 | 0.00 | 895 | 13.15 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,093 | -21.20 | 141 | -10.83 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 52,351 | -0.89 | 6,734 | 12.07 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 87 | 0.00 | 11 | 22.22 | ||||
| 2025-05-27 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 32,053 | -13.95 | 3,646 | -20.76 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 21 | 0.00 | 3 | 0.00 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 122,141 | 15,711 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 9,912 | -13.90 | 1,275 | -2.67 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 3,513 | 0.00 | 452 | 15.90 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 17,662 | 3.50 | 2,272 | 17.00 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 87,802 | 92.03 | 11,294 | 117.13 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 3,212 | 13.42 | 413 | 28.26 | ||||
| 2025-05-15 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 3,025 | 9.56 | 376 | 24.50 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 17,753 | -59.39 | 2,284 | -54.09 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 1,715 | 221 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 17,046 | 9.17 | 2,193 | 23.42 | ||||
| 2025-05-27 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 46,172 | 8.36 | 5,253 | -0.21 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 1,737 | 223 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 216 | 28 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 18,571 | 2,389 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 5,152 | 27.43 | 663 | 44.23 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 7,584 | 53.71 | 976 | 73.49 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 20,721 | 10.80 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 46,200 | 5,943 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 6,877 | 116.67 | 885 | 144.88 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5,583 | -27.29 | 718 | -17.75 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 116 | -42.29 | 15 | -36.36 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 41,644 | -56.63 | 5,357 | -54.84 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1,074 | 0.00 | 138 | 13.11 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 10,397 | 9.64 | 1,337 | 24.03 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3,994 | -26.15 | 514 | -16.59 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3,527 | -86.92 | 454 | -85.23 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 650,232 | -5.94 | 83,663 | 6.36 | ||||
| 2025-05-27 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 1,292 | -41.09 | 147 | -45.93 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2,327 | 10.45 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 316,066 | 4.24 | 40,657 | 17.86 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 15,881 | 0.96 | 2,043 | 14.14 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 4,351 | 106.60 | 566 | |||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 903 | -1.74 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 12,739 | 336.42 | 1,639 | 393.37 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 12,739 | -5.98 | 1,639 | 6.29 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 16 | 0.00 | 2 | 100.00 | ||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 929 | 0.22 | 119 | 13.33 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8,263 | -0.18 | 1,063 | 12.86 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 2,064 | 16.61 | 265 | 31.84 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 19,566 | -19.38 | 2,517 | -8.84 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 39,809 | 4.76 | 5,121 | 18.46 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 48,554 | -21.19 | 6,245 | -10.89 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 11,851 | 1.26 | 1,524 | 14.50 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 2,000 | 0.00 | 257 | 13.22 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 956 | 119 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 8,578 | 1,103 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 34,405 | -15.82 | 4,425 | -4.82 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 6,406 | 2.78 | 824 | 16.22 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 178 | 61.82 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 244 | -29.28 | 31 | -20.51 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 121,320 | 6.93 | 15,605 | 20.91 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 19,570 | 204.35 | 3 | |||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 2,034 | 0 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 2,092 | 269 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2,324 | 4.73 | 299 | 18.25 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 3,402 | -13.74 | 438 | -2.02 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 12,746 | -85.16 | 1,640 | -83.22 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1,437 | 1.20 | 163 | -6.86 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 265 | 0.00 | 34 | 13.33 | ||||
| 2025-08-04 | 13F | Fortune 45 LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | New Millennium Group LLC | 24,446 | -0.22 | 3,145 | 12.81 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 1,589 | 204 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 8,788 | -16.12 | 1,130 | -5.12 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 77,981 | 2.30 | 10,031 | 15.66 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 3,548 | 11.47 | 456 | 25.97 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 14,814 | 1.12 | 1,906 | 14.35 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 59 | 0.00 | 8 | 16.67 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 40,580 | -2.12 | 5,220 | 10.25 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 1,890 | 0.27 | 243 | 13.55 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 716 | -54.25 | 92 | -48.02 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,924 | 247 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 106,552 | 0.93 | 13,706 | 14.11 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1,754 | 226 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 3,920 | -1.51 | 504 | 11.50 | ||||
| 2025-05-08 | 13F | Pasadena Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Atomi Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,325 | 0.23 | 170 | 13.33 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-25 | 13F | Essex Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 34,560 | -86.11 | 4,445 | -85.54 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 13,088 | -64.99 | 1,683 | -60.42 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 257 | -9.82 | 33 | 0.00 | ||||
| 2025-05-07 | 13F | Sunpointe, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 27,884 | 3,587 | ||||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 9,955 | 1.23 | 1,132 | -6.75 | ||||
| 2025-04-30 | 13F | BCJ Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 388 | 50 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 19,851 | -27.71 | 3 | -33.33 | ||||
| 2025-04-25 | 13F | Colonial River Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 8,605 | -7.11 | 1,107 | 5.03 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 905 | 116 | ||||||
| 2025-05-15 | 13F | JDM Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-04-09 | 13F | Worth Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 2,800 | 0.00 | 360 | 13.21 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 9,116 | 1,173 | ||||||
| 2025-07-31 | 13F | City State Bank | 350 | 0.00 | 45 | 15.38 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,059 | 130.16 | 651 | 157.94 | ||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 2,025 | 10.96 | 230 | 2.22 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 120 | 15 | ||||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 8,620 | -0.02 | 1,109 | 20.70 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 14,874 | 1,913 | ||||||
| 2025-05-16 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 133,371 | 27.38 | 17,156 | 44.03 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 10,609 | 0.00 | 1,365 | 13.10 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 17 | 0.00 | 2 | 100.00 | ||||
| 2025-04-21 | 13F | United Advisor Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,028 | 281.92 | 261 | 333.33 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5,576 | -49.60 | 717 | -43.00 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 18 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 3,854 | 0.00 | 496 | 13.01 | ||||
| 2025-08-12 | 13F | Bokf, Na | 568 | 0.00 | 73 | 14.06 | ||||
| 2025-08-07 | 13F | Davidson Capital Management Inc. | 389,462 | 43.21 | 50,096 | 61.93 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 16,000 | 2,058 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 119,851 | 0.00 | 15,416 | 13.07 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 3,150 | 0.00 | 405 | 13.13 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 261,537 | 28.06 | 33,610 | 45.48 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 33,610 | 81.24 | 4,323 | 104.98 | ||||
| 2025-04-25 | 13F | Red Tortoise LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | TFB Advisors LLC | 6,523 | -1.54 | 839 | 11.42 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 138 | 0.00 | 18 | 13.33 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 2,671 | 344 | ||||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 59,927 | -0.26 | 7,708 | 12.77 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 3,028 | -88.99 | 390 | -87.56 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 2,472 | -9.38 | 318 | 2.26 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 1,565 | 201 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 1,942 | -74.80 | 250 | -71.58 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 3,200 | 28.00 | 412 | 44.72 | |||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 10,100 | 0.00 | 1,299 | 13.15 | |||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 69 | 0.00 | 9 | 14.29 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 580 | 0.00 | 75 | 13.85 | ||||
| 2025-09-03 | 13F | American Trust | 8,255 | 1,062 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 60,369 | 6.61 | 7,765 | 20.56 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 83 | 0.00 | 11 | 11.11 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 6,107 | 2.60 | 786 | 16.10 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 6,396 | 823 | ||||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 58,251 | -6.64 | 7,493 | 5.57 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 481 | 62 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 2,896 | 0.56 | 373 | 13.76 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 18,286 | -1.73 | 2,352 | 11.15 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 5,992 | 15.72 | 771 | 30.73 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 2,136 | 6.59 | 275 | 20.70 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 163,732 | -20.86 | 21,387 | -9.13 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 89 | 32.84 | 11 | 57.14 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4,627 | 1.74 | 595 | 15.09 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 94,844 | -16.21 | 12,200 | -5.26 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,649 | 212 | ||||||
| 2025-04-09 | 13F | SigFig Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jupiter Wealth Management LLC | 16,050 | 2,120 | ||||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 2,734 | 55.69 | 352 | 76.38 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 4,800 | 617 | ||||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 3,448 | -10.40 | 444 | 1.37 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15,352 | 6.60 | 1,975 | 20.51 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 14,991 | -55.43 | 1,928 | -49.61 | ||||
| 2025-05-14 | 13F | Per Stirling Capital Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 2,331 | -18.61 | 300 | -8.00 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 6,351 | 10.05 | 817 | 24.39 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1,299 | 0.15 | 148 | -8.12 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,602 | 206 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 4,872 | 627 | ||||||
| 2025-07-30 | 13F | Patten Group, Inc. | 6,418 | -4.12 | 826 | 8.41 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 55 | 0.00 | 7 | 16.67 | ||||
| 2025-05-06 | 13F | Richardson Financial Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 21,189 | 8.62 | 2,726 | 22.80 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 18,716 | 5.85 | 2,407 | 19.69 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 307,733 | 5.42 | 40 | 18.18 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Absolute Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 7,512 | -5.12 | 966 | 7.33 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 45,809 | -7.46 | 5,892 | 4.64 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6,504 | 837 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 47,922 | -0.90 | 6,164 | 12.07 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 15,392 | -62.26 | 1,980 | -57.34 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2,591 | 0.00 | 333 | 13.27 | ||||
| 2025-05-14 | 13F | Barometer Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 245 | 0.00 | 32 | 14.81 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 29,817 | -3.82 | 3,835 | 8.76 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 12,155 | 1,563 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 14,000 | 1,801 | |||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 120 | 0.00 | 15 | 15.38 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 24,142 | -9.28 | 3,105 | 2.58 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 12,899 | 1,659 | ||||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 51,004 | 1,550.08 | 6,561 | 1,768.95 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 2,284 | 294 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 12,983 | 6.70 | 1,670 | 20.66 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-06 | 13F | Tempus Wealth Planning, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 59,193 | 1.22 | 7,614 | 10.19 | ||||
| 2025-07-07 | 13F | Verde Capital Management | 15,838 | -2.12 | 2,037 | 10.71 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 2,717 | -46.87 | 349 | -39.93 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 6,603 | 196.36 | 753 | 95.58 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 667,770 | 5.02 | 85,895 | 18.75 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 1,089 | 0.00 | 140 | 13.82 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 8,549 | -1.70 | 1,100 | 11.12 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 9,204 | 331.30 | 1,184 | 388.84 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 244,363 | 16.07 | 31,432 | 31.25 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 225,618 | 0.35 | 29 | 16.00 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 21,522 | -2.94 | 2,768 | 9.75 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 2,393 | 28.17 | 308 | 44.81 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,500 | 0.00 | 193 | 12.94 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 33,177 | 53.29 | 4,268 | 73.31 | ||||
| 2025-08-01 | 13F | GPM Growth Investors, Inc. | 11,693 | 0.50 | 1,504 | 13.68 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 3,141 | 69.42 | 404 | 92.38 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 2,584 | -6.78 | 332 | 5.40 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 8,083 | 1,040 | ||||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 3,743 | -8.19 | 481 | 3.89 | ||||
| 2025-07-21 | 13F | Washington Growth Strategies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2,044 | -5.63 | 263 | 6.50 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 19,466 | 8.79 | 2,504 | 23.00 | ||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 317,585 | -0.63 | 40,851 | 12.35 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 525 | 68 | ||||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 1,800 | 0.00 | 232 | 13.24 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 28,278 | 173.51 | 3,637 | 209.27 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 7,667 | -10.35 | 986 | 1.44 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 453,697 | 20.53 | 58,397 | 36.29 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10,265 | -4.90 | 1,320 | 7.58 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 36,907 | 0.08 | 4,747 | 13.16 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 9,221 | 0.67 | 1,186 | 13.82 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 23,284 | -0.18 | 2,995 | 12.89 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 2,113 | 272 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5,994 | 132.42 | 771 | 163.14 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 2,667 | 12.82 | 343 | 27.99 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4,212 | 5.06 | 542 | 18.64 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 2,962 | 22.19 | 381 | 38.55 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 12,091 | 1,555 | ||||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 2,551 | 328 | ||||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 2,457 | -1.48 | 316 | 11.66 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 16,302 | 20.22 | 2,097 | 35.93 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 2,669 | -12.86 | 343 | -1.44 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2,155 | -70.90 | 277 | -69.19 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 101 | 0.00 | 13 | 18.18 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 8,414 | -40.21 | 1,082 | -32.37 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 14,036 | 9.36 | 1,805 | 23.63 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 107 | 0.00 | 14 | 8.33 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 8,603 | -8.01 | 1,107 | 4.05 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 20,252 | 4.72 | 2,605 | 18.41 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1,420 | 183 | ||||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 8,644 | 6.78 | 1,112 | 20.76 | ||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 38,726 | -6.43 | 4,981 | 5.80 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3,062 | 394 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 3,213 | -74.79 | 413 | -71.50 | ||||
| 2025-04-08 | 13F | Parallel Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 2,407 | 0.59 | 314 | 15.44 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 244 | 0.00 | 31 | 14.81 | ||||
| 2025-04-21 | 13F | Centennial Wealth Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 15,339 | -14.41 | 1,973 | -3.19 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8,492 | -8.99 | 1 | 0.00 |
Other Listings
| MX:XMMO |
