Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Gold Trust meliputi Advanced Series Trust - Ast Balanced Asset Allocation Portfolio, Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio, Advanced Series Trust - Ast Advanced Strategies Portfolio, Advanced Series Trust - Ast Prudential Growth Allocation Portfolio, Advanced Series Trust - Ast Preservation Asset Allocation Portfolio, Gotham Asset Management, LLC, B&D White Capital Company, LLC, Midwest Trust Co, Kingstone Capital Partners Texas, LLC, Sofi Wealth, Llc, Lifelong Wealth Advisors, Inc., Vernal Point Advisors, LLC, Capitolis Liquid Global Markets LLC, Jmac Enterprises Llc, Per Stirling Capital Management, LLC., Chicago Partners Investment Group LLC, Strathmore Capital Advisors, Inc., DRAI - Draco Evolution AI ETF, Veridan Wealth LLC, dan North Dallas Bank & Trust Co .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 59,296 | 4.95 | 4 | 0.00 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 9,740 | 0.31 | 607 | 6.12 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 420,306 | 12.12 | 26,210 | 18.59 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 108,225 | 373.92 | 6,749 | 401.34 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 438,429 | 1.50 | 27,340 | 7.35 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 65,546 | 4,087 | ||||||
| 2025-08-12 | 13F | Prudential Financial Inc | 3,494,106 | 2,152.72 | 217,892 | 2,282.64 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 6,057 | 15.77 | 378 | 22.40 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 27,921 | 1.56 | 1,741 | 7.47 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 23,094 | 1,440 | ||||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 6,820 | 425 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5,007,341 | 6.12 | 312,258 | 12.24 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 153,429 | 2.44 | 9,568 | 8.35 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 495 | 31 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 15,998 | 4.99 | 998 | 11.02 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 19,709 | 72.27 | 1,229 | 82.34 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 17,783 | 1,109 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 413,772 | 15.76 | 26,014 | 23.44 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 3,652 | 0.08 | 228 | 5.58 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 2,142 | 12.62 | 134 | 18.75 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 28,562 | 0.37 | 1,781 | 6.20 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 4,314 | 269 | ||||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 6,757 | 3.40 | 421 | 9.35 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 12,508 | 0.32 | 780 | 5.99 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 17,115 | 7.54 | 1,067 | 13.75 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 134,163 | 0.70 | 8,366 | 6.51 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 127,720 | 621.66 | 7,965 | 663.57 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 58,242 | 66.53 | 3,632 | 76.09 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 12,076 | 1.92 | 753 | 7.88 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 5,509 | 271 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2,204 | 215.31 | 137 | 234.15 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 41,232 | 0.50 | 2,571 | 6.33 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 80,916 | 4.13 | 5,046 | 10.13 | ||||
| 2025-08-14 | 13F | Capital & Planning, Llc | 8,860 | 87.12 | 553 | 97.85 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 10,334 | 61.44 | 644 | 70.82 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 103,288 | 1.97 | 6,517 | 2.71 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 56,406 | 31.80 | 3,517 | 39.40 | ||||
| 2025-08-07 | 13F | Nwam Llc | 13,748 | 0.75 | 847 | 5.35 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 37,852 | 46.81 | 2,360 | 55.26 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 8,052 | 502 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 3,623,080 | 5.93 | 225,935 | 12.04 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 34,946 | 921.51 | 2,179 | 984.08 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 350 | 22 | ||||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 11,600 | 120.95 | 684 | 163.71 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 3,552 | 8.56 | 222 | 15.10 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 7,716 | 0.78 | 481 | 6.65 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 276,608 | 463.08 | 17,249 | 495.61 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 52,167 | 5.36 | 3,302 | 9.38 | ||||
| 2025-07-24 | 13F | Eastern Bank | 35,054 | 9.84 | 2,186 | 16.16 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 1,971 | 18.09 | 123 | 24.49 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 2,079 | 259.07 | 130 | 279.41 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 635,955 | 0.75 | 39,658 | 6.56 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 854,826 | 52.48 | 53,125 | 60.72 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 26,206 | 14.92 | 1,616 | -19.73 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 4,499 | 281 | ||||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 5,877 | 40.50 | 366 | 48.78 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 29,660 | 0.27 | 1,850 | 6.02 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 500 | 31 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 9,726 | 4.69 | 1 | |||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 1,058,060 | 65,981 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 6,973 | 435 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 750 | 48.51 | 47 | 58.62 | ||||
| 2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 3,837 | 239 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 4,087,979 | 13.82 | 254,926 | 20.38 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 3,605 | 225 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 4,740 | 13.81 | 296 | 12.17 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 211,950 | 13,217 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 350,876 | 51.57 | 21,881 | 60.30 | ||||
| 2025-08-28 | NP | RAPAX - Cohen & Steers Real Assets Fund, Inc. Class A | 339,266 | 6.37 | 21,157 | 12.50 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 6,830 | 0.63 | 426 | 6.25 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 117 | 30.00 | 7 | 40.00 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 21,891 | 1,365 | ||||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 3,444 | 215 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 7,687 | 4.64 | 479 | 10.62 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 39,238 | 84.16 | 2,447 | 132.07 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 991,700 | 19.24 | 61,842 | 26.12 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 12,698 | 52.25 | 792 | 61.10 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 1,329,143 | 12,087.26 | 82,885 | 12,790.36 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 25,686 | 2.62 | 1,602 | 8.54 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 3 | 200.00 | 0 | |||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 10 | 1 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 14,407 | 26.99 | 898 | 34.43 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 23,277 | 99.51 | 1,452 | 111.21 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 13,634 | 3.36 | 850 | 9.40 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 173,675 | 107.25 | 10,830 | 119.23 | ||||
| 2025-07-30 | 13F | Axecap Investments, LLC | 14,179 | 280.75 | 884 | 303.65 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 9,227 | 575 | ||||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 93,539 | 2.74 | 5,833 | 8.66 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 6,889 | 36.39 | 430 | 44.44 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 6,669 | 1.18 | 416 | 6.96 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 96,656 | 1.54 | 6,027 | 7.39 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1,009 | 25.19 | 63 | 31.91 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 4,515 | 22.56 | 282 | 29.49 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2,841 | 179.90 | 175 | 196.61 | ||||
| 2025-08-07 | 13F | PFG Advisors | 1,432,369 | 4,797.32 | 149,012 | 8,543.39 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 306,824 | 1.48 | 19,134 | 7.33 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 10,850 | 10.37 | 677 | 39.09 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 12,521 | 2.79 | 781 | 8.64 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 58,155 | 1.13 | 3,627 | 6.96 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 18,557 | 7.83 | 1,157 | 14.10 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 7,459 | 6.42 | 465 | 12.59 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 51,579 | 14.80 | 3,216 | 21.40 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 4,313 | 8.67 | 269 | 14.53 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 320 | 267.82 | 20 | 280.00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 67,710 | 46.03 | 4,222 | 54.48 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 6,001 | 5.32 | 374 | 11.64 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3,873 | 4.53 | 241 | 10.55 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 57 | 4 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 51,910 | 79.89 | 3,237 | 90.30 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 118,041 | 3,321.48 | 7,361 | 3,526.11 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 96,166 | 91.22 | 5,997 | 102.23 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | 6,950 | 75.95 | 433 | 86.64 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Call | 500 | 31 | |||||
| 2025-08-11 | 13F | Eq Llc | 50,024 | 4.23 | 3,120 | 10.25 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Put | 3,200 | 200 | |||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | 42,717 | 272.07 | 2,664 | 293.93 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 61,169 | 18.15 | 3,815 | 24.97 | ||||
| 2025-08-15 | 13F | Harvest Fund Management Co., Ltd | 167,843 | 67.24 | 10 | 100.00 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 1,000 | 62 | ||||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 12,393 | 80.55 | 773 | 91.09 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 262,049 | 40.78 | 16,341 | 48.91 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 165,240 | 10,304 | ||||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 74,094 | 17.95 | 4,621 | 24.76 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 63,275 | 1.07 | 3,946 | 6.88 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 4,454 | 15.36 | 278 | 22.03 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 1,084 | 1.88 | ||||||
| 2025-08-07 | 13F | Americana Partners, LLC | 26,166 | 8.99 | 1,632 | 15.27 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 11,518 | 5.45 | 718 | 11.49 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 19,719 | 13.96 | 1,230 | 20.49 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 797 | 1,892.50 | 50 | 2,350.00 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 74,944 | 14.99 | 4,674 | 21.63 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 3,590 | 6.02 | 224 | 12.06 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 10,850 | 11.92 | 677 | 18.39 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 17,820 | 949.47 | 1 | |||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 159,746 | 2.03 | 9,962 | 7.91 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 66,925 | 3.99 | 4,173 | 9.99 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 49,206 | 0.41 | 3,068 | 6.20 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 10,431 | 650 | ||||||
| 2025-07-16 | 13F | Embree Financial Group | 5,589 | 7.07 | 349 | 13.36 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 11,775 | 105.50 | 734 | 117.80 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 27,917 | 10.80 | 1,741 | 17.17 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 8,987 | 560 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 52,046 | 1.70 | 3,246 | 9.11 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 602,279 | 75.55 | 59,859 | 195.93 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 30,109 | 74.21 | 1,878 | 84.20 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 63,714 | 9.93 | 3,973 | 16.27 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 7,795 | 6,136.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 22,961 | 116.63 | 1,432 | 129.33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 305,400 | 28.37 | 19,045 | 35.78 | |||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 10,249 | 141.89 | 639 | 156.63 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 51,267 | 0.74 | 3,197 | 6.57 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 129,088 | 7.49 | 8,050 | 13.69 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 9,698 | 0.57 | 605 | 6.34 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 82,558 | 1.32 | 5,148 | 7.16 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 5,649 | 35.27 | 352 | 43.09 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 59,627 | 1.10 | 3,718 | 6.93 | ||||
| 2025-06-25 | NP | PUDAX - PGIM Real Assets Fund Class A | 113,181 | 60.32 | 7,036 | 88.53 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 4,600 | 6.98 | 287 | 13.04 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 5,108,818 | 809.07 | 318,586 | 861.50 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,129,299 | 6.88 | 70,423 | 13.04 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 1,078,100 | 105.16 | 67,230 | 116.99 | |||
| 2025-07-08 | 13F | Apella Capital, LLC | 20,400 | 1,284 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 17,564 | 51.75 | 1,095 | 60.56 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1,150 | 6.58 | 72 | 12.70 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 3,945 | 233 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 5,427 | 1.19 | 338 | 6.96 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 12,158 | 6.66 | 758 | 12.82 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 22,789 | 27.39 | 1,419 | 32.65 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 16,031 | 46.00 | 1,000 | 54.56 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 3,457 | 216 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 75,930 | 14.76 | 4,735 | 21.35 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 78,528 | 1.91 | 4,897 | 7.79 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 1,290 | 0 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 80,273 | 21.08 | 5,006 | 28.07 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 15,376 | 0.99 | 959 | 6.80 | ||||
| 2025-07-09 | 13F | Exchange Bank | 8,785 | 27.45 | 548 | 34.73 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 5,818 | 37.64 | 363 | 45.38 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 104,326 | 8.43 | 6,505 | 14.69 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 4,639 | 289 | ||||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 5,465 | 271 | ||||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 67,121 | 3.92 | 4,186 | 9.90 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 55,146 | 4.14 | 3,439 | 10.12 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 49,235 | 9.50 | 3,070 | 15.81 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 28,082 | 49.98 | 1,751 | 58.75 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 4 | 0 | ||||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 545,373 | 7.02 | 34,009 | 13.20 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 644,035 | 52.78 | 40,162 | 61.60 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 29,836 | 20.39 | 1,861 | 27.31 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 3,370 | 210 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 413 | 0 | ||||||
| 2025-07-11 | 13F | First PREMIER Bank | 23,414 | 42.65 | 1 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 864,900 | 31.94 | 53,935 | 39.55 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 9,902 | 617 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 21,776 | 25.45 | 1,373 | 27.15 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 6,930 | 1.14 | 432 | 7.20 | ||||
| 2025-08-14 | 13F | Family Management Corp | 38,277 | 0.39 | 2,387 | 6.14 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 154,103 | 23.36 | 9,086 | 46.91 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 122,955 | 7,667 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 3,519 | 219 | ||||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 171,284 | 25.22 | 10,681 | 32.45 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 56,686 | 1.29 | 3,535 | 7.12 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 264,063 | 0.18 | 16,467 | 5.95 | ||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 183,074 | 9.14 | 11,416 | 15.43 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 9,459 | 590 | ||||||
| 2025-08-14 | 13F | Erste Asset Management GmbH | 1,775,650 | 52.55 | 110,730 | 61.34 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 8,520 | 16.60 | 531 | 23.49 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 341,605 | 7.86 | 21,302 | 14.08 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 80,331 | 2.21 | 5,009 | 8.09 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 4,090 | 255 | ||||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 379,683 | 21.07 | 23,677 | 28.05 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1,514 | 18.84 | 94 | 25.33 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 240,586 | 3.24 | 15,003 | 9.19 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 430 | 290.91 | 27 | 333.33 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 11,047 | 222.73 | 689 | 242.29 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 5,934 | 22.83 | 370 | 30.28 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 34,422 | 8.66 | 2,147 | 14.94 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 676,720 | 7.87 | 42,200 | 14.09 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 6,621 | 7.52 | 413 | 13.50 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 7,046 | 83.92 | 439 | 95.11 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5,958 | 6.07 | 372 | 12.08 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 27,963 | 4.49 | 1,744 | 10.53 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 6,802 | 424 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1,015 | 12.78 | 63 | 18.87 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 6,534 | 24.13 | 407 | 56.54 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 255,613 | 1.07 | 15,940 | 6.90 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 16,564 | 1,033 | ||||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 7,125 | 10.89 | 444 | 17.46 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 73,934 | 6.75 | 4,611 | 12.91 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 69,211 | 1.28 | 4,316 | 7.10 | ||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 6,434 | 401 | ||||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 3,900 | 243 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 4,557 | 17.72 | 0 | |||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 3,341 | 208 | ||||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 152,800 | 139.12 | 9,529 | 152.93 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 245,641 | 10.00 | 15,318 | 16.35 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 85,342 | 15.74 | 5,322 | 22.41 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 97,021 | 4.72 | 6,050 | 10.77 | ||||
| 2025-08-25 | NP | GK - AdvisorShares Gerber Kawasaki ETF | 13,127 | 37.64 | 819 | 45.55 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 3,832 | 5.16 | 226 | 25.00 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 12,984 | 11.26 | 810 | 17.59 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 5,696 | 9.29 | 355 | 15.64 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 117,426 | 0.29 | 7,323 | 6.07 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 484,363 | 4,430.99 | 30,205 | 4,694.29 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 18,722 | 294.48 | 1,168 | 318.28 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 51,748 | 4.90 | 3,289 | 13.30 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 6,258 | 390 | ||||||
| 2025-08-06 | 13F | First Eagle Investment Management, LLC | 3,056 | 215.70 | 189 | 235.71 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 60,735 | 16.84 | 3,787 | 23.60 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 64,920 | 4,149 | ||||||
| 2025-08-15 | 13F | E Fund Management Co., Ltd. | 382,228 | 494.31 | 23,836 | 528.56 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 48,393 | 2.57 | 3,018 | 8.49 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 3,354 | 209 | ||||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 3,976 | 232 | ||||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 153,684 | 0.29 | 9,584 | 6.08 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 109,536 | 6,831 | ||||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 7,895 | 18.53 | 492 | 25.51 | ||||
| 2025-08-07 | 13F | Commerce Bank | 171,989 | 1.60 | 10,725 | 7.46 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 38,957 | 272.54 | 2,429 | 294.32 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 164,794 | 17.69 | 10,277 | 24.48 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 36,493 | 42.61 | 2,276 | 50.86 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 23,880 | 561.86 | 1,489 | 602.36 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 17,160 | 0.17 | 1,070 | 5.94 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 732,123 | 2.65 | 45,655 | 8.57 | ||||
| 2025-07-15 | 13F/A | Kure Advisory, LLC | 94,760 | 3.45 | 5,909 | 9.43 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 13 | 1 | ||||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 2,157 | 13.83 | 135 | 20.72 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 42,079 | 422.01 | 3 | |||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 125,985 | 0.01 | 7,856 | 5.78 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 45,626 | 67.04 | 2,845 | 76.71 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 16,365 | 22.20 | 1,021 | 29.28 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 29,348 | 1.56 | 1,830 | 7.46 | ||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 37,132 | 2,316 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,875,385 | 41.90 | 116,878 | 49.99 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 321,686 | 7.89 | 20,060 | 14.11 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 47,356 | 233.85 | 2,953 | 253.23 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 28,275 | 12.18 | 1,763 | 18.64 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 56,981 | 0.24 | 3,553 | 6.03 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 3,225 | 201 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 697 | 128.52 | 43 | 152.94 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 28,000 | 55.56 | 1,746 | 64.56 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | Call | 100 | 0 | |||||
| 2025-07-17 | 13F | Flywheel Private Wealth LLC | 32,405 | 1.46 | 2,021 | 7.28 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 6,548 | 142.43 | 408 | 156.60 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 8,202 | 42.84 | 521 | 46.35 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 8,479 | 529 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 26,491 | 77.43 | 1,652 | 87.61 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 12,679,915 | 0.43 | 790,719 | 6.23 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 1,077,896 | 12.33 | 67,218 | 18.81 | ||||
| 2025-07-31 | 13F | DDD Partners, LLC | 3,833 | 239 | ||||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 5,570 | 57.92 | 347 | 67.63 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 79,350 | 21.06 | 4,948 | 28.05 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 259,194 | 9.30 | 16,163 | 15.61 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 10,952 | 13.04 | 683 | 19.44 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | 20,785 | 655.82 | 1,296 | 700.00 | ||||
| 2025-08-12 | 13F | Intrepid Capital Management Inc | 74,648 | 0.33 | 4,655 | 6.13 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 66,378 | 16.42 | 4,139 | 23.15 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 10,519 | 14.25 | 656 | 20.85 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 378,844 | 13.55 | 23,625 | 20.10 | ||||
| 2025-08-08 | 13F | Creative Planning | 764,144 | 0.03 | 47,652 | 5.80 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 3,858 | 241 | ||||||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 32,300 | 223.00 | 2,014 | 241.94 | |||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 42,600 | 103.83 | 2,657 | 115.58 | |||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 917,093 | 5.58 | 57 | 11.76 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 228,311 | 0.14 | 14,237 | 5.91 | ||||
| 2025-07-21 | 13F | Quattro Financial Advisors Llc | 5,707 | 39.81 | 356 | 47.92 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 974,903 | 23.05 | 60,795 | 30.15 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 50,393 | 21.72 | 3,143 | 28.77 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 1,319 | 0 | ||||||
| 2025-08-14 | 13F | Mairs & Power Inc | 3,525 | 220 | ||||||
| 2025-07-09 | 13F | Connective Portfolio Management, LLC | 62,029 | 29.15 | 3,886 | 37.27 | ||||
| 2025-07-16 | 13F | American National Bank | 18,551 | 1.64 | 1,157 | 7.43 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 24,989 | 69.68 | 1,558 | 79.49 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 77,037 | 0.52 | 4,804 | 6.33 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 17,365 | 9.11 | 1,083 | 15.35 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 70,746 | 46.70 | 4,412 | 55.15 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 21,091 | 12.88 | 1,315 | 15.45 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 197,538 | 1,074.35 | 12,318 | 1,142.99 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 5,811 | 365 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1,884,888 | 158.47 | 117,542 | 173.38 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 95 | 6 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 444 | 28 | ||||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 236,986 | 1.61 | 15,094 | 9.76 | ||||
| 2025-07-31 | 13F | Pullen Investment Management, LLC | 6,398 | 9.26 | 399 | 15.36 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 169,335 | 3.88 | 10,560 | 9.88 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 16,117 | 280.12 | 1,005 | 380.86 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 5,916 | 43.18 | 369 | 51.44 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 14,076 | 1.63 | 878 | 7.48 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 446 | 17.37 | 28 | 22.73 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 10,349 | 32.37 | 645 | 40.22 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 36,817 | 6.27 | 2,296 | 12.39 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 112,313 | 2.98 | 7,004 | 8.91 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 8,514 | 10.86 | 531 | 17.26 | ||||
| 2025-04-29 | NP | DRAI - Draco Evolution AI ETF | 57,038 | 3,073 | ||||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 4,094 | 255 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 2,075 | 10.31 | 129 | 17.27 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 230,628 | 0.37 | 14,382 | 6.15 | ||||
| 2025-06-25 | NP | DRRAX - BNY Mellon Global Real Return Fund Class A | 141,620 | 136.80 | 8,805 | 178.52 | ||||
| 2025-08-14 | 13F | Css Llc/il | 176,840 | 1.42 | 11,028 | 7.27 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 21,465 | 16.11 | 1,331 | 22.22 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 52,918 | 19.52 | 3,300 | 26.40 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 400 | 25 | ||||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Advanced Strategies Portfolio | 370,300 | 23,092 | ||||||
| 2025-06-03 | 13F | Invst, LLC | 55,792 | 10.76 | 3,289 | 31.88 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 21,604 | 2.06 | 1,347 | 7.93 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 33,555 | 50.61 | 2,092 | 59.33 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 3,989 | 26.59 | 249 | 34.05 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 3,472 | 217 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 4,649 | 0.28 | 290 | 5.86 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 156,113 | 1.12 | 9,735 | 6.95 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 14,013 | 5.00 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 116,755 | 24.38 | 7,281 | 31.55 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 426,436 | 2.73 | 26,593 | 8.66 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 6,826 | 63.34 | 426 | 72.76 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 34,101 | 0.27 | 2,127 | 6.03 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 4,094 | 8.85 | 255 | 15.38 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 43,721 | 0.44 | 2,726 | 0.81 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 4,194 | 262 | ||||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 8,030 | 1.01 | 501 | 6.84 | ||||
| 2025-08-12 | 13F | Mizuho Securities Co. Ltd. | 2,230 | 139 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 372,940 | 1.07 | 23,257 | 6.89 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 20,174 | 21.36 | 1,258 | 28.37 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 298,223 | 16.42 | 18,597 | 23.13 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 433,127 | 25.47 | 27,010 | 32.70 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 29,911 | 0.85 | 1,865 | 6.69 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 4,822 | 39.61 | 303 | 44.29 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 39,970 | 0.50 | 2,493 | 6.31 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 10,493 | 10.79 | 654 | 17.20 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 1,567,786 | 1.26 | 97,783 | 7.12 | ||||
| 2025-07-22 | 13F | CPR Investments Inc. | 66,679 | 78.07 | 4,158 | 88.40 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 40,623 | 1.45 | 2,533 | 7.33 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 7,226 | 35.42 | 451 | 43.31 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 4,966 | 310 | ||||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 60,536 | 3,785 | ||||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 7,598 | 2.97 | 474 | 8.74 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 7,328 | 0.56 | 457 | 6.29 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 15,385 | 959 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 122,541 | 4.49 | 7,642 | 10.51 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,672,817 | 4.92 | 229,036 | 10.97 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 31,931 | 115.82 | 1,991 | 128.33 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 8,875 | 553 | ||||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 392,635 | 53.11 | 24,485 | 61.94 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 54,041 | 1.26 | 3,370 | 7.09 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 143,053 | 3,577.46 | 8,921 | 3,795.20 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 454 | 27 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 23,334 | 27.59 | 1,455 | 34.97 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1,337 | 7.05 | 83 | 13.70 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 71,434 | 1.73 | 4,455 | 7.58 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2,354,148 | 0.13 | 146,805 | 5.91 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1,368,429 | 2.77 | 85,335 | 8.70 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 10,313 | 643 | ||||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 30,411 | 41.71 | 1,896 | 49.88 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 54,399 | 16.69 | 3,392 | 43.00 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 308 | 19 | ||||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 4,262 | 0.57 | 267 | 0.75 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 14,709 | 0.71 | 917 | 6.50 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5,039 | 1.14 | 314 | 7.17 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 57,980 | 6.90 | 3,616 | 13.07 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 8,740 | 15.38 | 545 | 22.20 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 106,380 | 1,068.24 | 6,634 | 1,137.50 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 63,194 | 17.47 | 3,941 | 24.25 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 461,038 | 35.48 | 28,750 | 43.29 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 9,647 | 44.26 | 569 | 60.91 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 4,468 | 17.02 | 279 | 23.56 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6,616,480 | 2.30 | 412,563 | 8.02 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,037,216 | 5.78 | 65 | 12.28 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 300,016 | 4.22 | 18,709 | 10.24 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 147,743 | 3,754.50 | 9,213 | 3,994.67 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 45,604 | 1.97 | 2,844 | 7.85 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 46,001 | 11.66 | 2,869 | 18.12 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 76,868 | 36.10 | 4,793 | 43.98 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 53,078 | 1.56 | 3,310 | 17.55 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 919,938 | 1.13 | 57,367 | 6.97 | ||||
| 2025-08-12 | 13F | Prudential Plc | 120,861 | 3.04 | 7,537 | 8.98 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 848 | 20.11 | 53 | 26.83 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 7,902 | 493 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 204,655 | 4.40 | 12,762 | 10.42 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 5,882 | 5.77 | 367 | 11.93 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 8,589 | 98.31 | 541 | 112.60 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 4,875 | 0.08 | 304 | 5.92 | ||||
| 2025-08-08 | 13F | Allianz Se | 1,154,291 | 5.40 | 71,982 | 11.47 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 9,130 | 118.53 | 569 | 131.30 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 632,981 | 7.11 | 39,473 | 13.28 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 25,814 | 1,610 | ||||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 18,025 | 12.50 | 1,124 | 19.07 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 384 | 24 | ||||||
| 2025-04-03 | 13F | First Hawaiian Bank | 6,325 | 373 | ||||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 3,329 | 208 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 37,150 | 78.53 | 2,317 | 88.91 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 339,266 | 6.37 | 21 | 16.67 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 39,246 | 65.43 | 2,447 | 75.04 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 344,512 | 4.09 | 21,484 | 10.09 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 20,628 | 75.17 | 1,286 | 85.30 | ||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 14,401 | 0.40 | 898 | 6.27 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 3,786 | 10.19 | 236 | 6.79 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 31,180 | 1.17 | 1,944 | 8.54 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 38,586 | 0.92 | 2,406 | 6.74 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 10,842 | 1.80 | 676 | 7.81 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 11,787 | 6.98 | 735 | 13.25 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 30,048 | 1.95 | 1,874 | 7.83 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 742,316 | 11.41 | 46,291 | 23.38 | ||||
| 2025-08-12 | 13F | Bokf, Na | 315,146 | 2.94 | 19,653 | 8.88 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 21,596 | 1.67 | 1,347 | 7.51 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 163,249 | 10,180 | ||||||
| 2025-08-14 | 13F | Kitching Partners, Llc | 105,409 | 3.38 | 6,573 | 9.35 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 151,481 | 9,446 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 6,306 | 1.38 | 393 | 7.38 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 10,993 | 12.93 | 686 | 19.55 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 34,071 | 2,125 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 127,716 | 10.17 | 7,964 | 16.53 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 55,742 | 0.65 | 3,476 | 6.46 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 14,738 | 919 | ||||||
| 2025-08-11 | 13F | Theory Financial Llc | 3,341 | 207 | ||||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 29,861 | 1.96 | 1,862 | 7.88 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 4,125 | 10.74 | 257 | 17.35 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 110,658 | 7.23 | 6,901 | 13.41 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 21,347 | 29.16 | 1,331 | 36.65 | ||||
| 2025-07-16 | 13F | Novem Group | 18,246 | 3.69 | 1,138 | 9.64 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 25,948 | 24.46 | 1,618 | 31.65 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 195,759 | 27.03 | 12,208 | 34.36 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 550,542 | 2.81 | 34,332 | 8.74 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 5,943 | 369 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 168,217 | 170.25 | 10,496 | 190.11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 1,305,400 | 175.05 | 81,405 | 190.92 | |||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 355,397 | 17.03 | 22,163 | 23.78 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 14,271 | 221.78 | 890 | 240.61 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 285,538 | 915.57 | 17,806 | 974.59 | ||||
| 2025-07-23 | 13F/A | Euro Pacific Asset Management, LLC | 9,061 | 36.87 | 1 | |||||
| 2025-08-14 | 13F | Glenview Trust Co | 12,384 | 9.70 | 772 | 16.09 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 32,254 | 2.95 | 2,011 | 8.88 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 3,368 | 210 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 589,730 | 5.21 | 36,776 | 11.28 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 209,790 | 798.30 | 12,369 | 969.98 | ||||
| 2025-07-30 | NP | LENS - Sarmaya Thematic ETF | 5,372 | 153.04 | 334 | 192.11 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 26,328 | 2.21 | 1,642 | 8.10 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 544,710 | 1.24 | 33,968 | 7.08 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 6,649 | 16.14 | 415 | 22.85 | ||||
| 2025-08-01 | 13F | Motco | 78,571 | 1.12 | 4,872 | 6.35 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 10,999 | 4.54 | 686 | 10.48 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 34,889 | 10.50 | 2,176 | 16.87 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 187,291 | 49.43 | 11,679 | 58.06 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 14,006 | 9.45 | 873 | 15.78 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 137,100 | 14.25 | 8,550 | 20.83 | |||
| 2025-08-14 | 13F | TT Capital Management LLC | 6,487 | 403 | ||||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 60,475 | 8.47 | 3,771 | 14.72 | ||||
| 2025-09-03 | 13F | American Trust | 63,176 | 3,940 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4,880 | 2.85 | 304 | 8.96 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 7,123 | 444 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 4,985 | 311 | ||||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 15,305 | 9.10 | 954 | 15.36 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 92,692 | 7.50 | 5,780 | 13.69 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 4,276 | 1.98 | 267 | 7.69 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 24,387 | 1,521 | ||||||
| 2025-07-25 | NP | LALT - First Trust Multi-Strategy Alternative ETF | 25,937 | 1.93 | 1,612 | 17.66 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 3,831 | 239 | ||||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 17,903 | 1,116 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 36,703 | 21.99 | 2,289 | 29.05 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 7,670 | 0.54 | 478 | 6.46 | ||||
| 2025-08-13 | 13F | Crcm Lp | 280,240 | 4,598.07 | 17,476 | 4,878.63 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 7,156 | 10.09 | 446 | 16.45 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 7,463 | 49.32 | 465 | 58.16 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 69,915 | 7.70 | 4,360 | 13.90 | ||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 96,172 | 5,997 | ||||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 8,843 | 1.47 | 551 | 7.41 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Put | 6,441,700 | 0.19 | 401,704 | 5.96 | |||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 6,036 | 4.65 | 376 | 10.59 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | 89,319 | 5,570 | ||||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 62,372 | 754.41 | 3,677 | 1,049.06 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 10,919,614 | 67.45 | 680,947 | 77.11 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 41,870 | 2.71 | 2,588 | 8.60 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 3,209 | 200 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 60,501 | 179.58 | 3,773 | 252.19 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 11,267 | 0.54 | 703 | 6.36 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 112,707 | 14.62 | 7,028 | 21.24 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 736 | 46 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1,705 | 4.28 | 106 | 10.42 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 47,624 | 119.92 | 2,768 | 155.35 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 7,882 | 100.92 | 492 | 112.55 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 31,500 | 2 | ||||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 37,199 | 2,320 | ||||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Balanced Asset Allocation Portfolio | 1,565,300 | 97,612 | ||||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 68,691 | 36.98 | 4,284 | 44.89 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 34,692 | 2.21 | 2,163 | 8.10 | ||||
| 2025-04-28 | NP | MPAY - Akros Monthly Payout ETF | 3,072 | 1.72 | 165 | 9.27 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 87,151 | 176.93 | 5,435 | 248.78 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 21,715 | 3.16 | 1,354 | 9.11 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 7,200 | 104.72 | 450 | 110.28 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 93,287 | 16.62 | 5,817 | 23.35 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 3,683 | 4.63 | 230 | 10.63 | ||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 106,140 | 2.84 | 6,619 | 8.76 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 2,071 | 129 | ||||||
| 2025-07-23 | 13F | Friedenthal Financial | 360 | 22 | ||||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 28,880 | 3.88 | 1,801 | 9.82 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 10,285 | 19.11 | 641 | 25.93 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 5,490,435 | 14.44 | 342,384 | 21.04 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Prudential Growth Allocation Portfolio | 320,000 | 19,955 | ||||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 26,755 | 44.73 | 1,668 | 82.30 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 30,486 | 29.23 | 1,901 | 36.76 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 134,943 | 8,415 | ||||||
| 2025-07-10 | 13F | Veridan Wealth LLC | 40,971 | 2,555 | ||||||
| 2025-08-28 | NP | GPAAX - Grant Park Multi Alternative Strategies Fund Class A | 249,220 | 16.12 | 15,541 | 22.82 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 10,780 | 672 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 88,640 | 546.68 | 5,528 | 584.03 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 167,487 | 0.16 | 10,445 | 5.93 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 1,020 | 85.45 | 64 | 96.88 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 66,900 | 31.69 | 4,172 | 39.27 | |||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 76,352 | 4,761 | ||||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 116,996 | 4.16 | 7,296 | 10.16 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 717,165 | 13.78 | 44,722 | 20.34 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 668,502 | 16.16 | 41,688 | 22.86 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 28,568 | 47.08 | 1,782 | 55.55 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 2,800 | 833.33 | 175 | 923.53 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 13,337 | 26.18 | 832 | 33.39 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 81,598 | 5,088 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 16,317 | 11.74 | 1,018 | 18.26 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 3,385 | 211 | ||||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 87,029 | 422.51 | 5,427 | 452.65 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 3,430 | 0.12 | 214 | 5.97 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 60,987 | 0.29 | 3,803 | 6.11 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 3,167 | 10.70 | 197 | 17.26 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 872 | 54 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 210,513 | 32.87 | 13 | 44.44 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 10,729 | 0.94 | 669 | 6.87 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 29,222 | 4.14 | 1,822 | 10.16 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 1,140 | 56.38 | 0 | |||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 302,683 | 1.47 | 17,846 | 20.84 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 2,499 | 523.19 | 156 | 573.91 | ||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 85,454 | 0.38 | 4,701 | 0.84 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 105,185 | 2.41 | 6,559 | 8.32 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 20 | 1 | ||||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 38,941 | 3.07 | 2,428 | 9.03 | ||||
| 2025-06-27 | NP | FERRX - First Eagle Global Real Assets Fund Class R6 | 3,056 | 251.67 | 190 | 320.00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 5,331,201 | 6.79 | 332,454 | 12.95 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 341,290 | 3.64 | 21,283 | 9.62 | ||||
| 2025-07-18 | 13F | WealthNavi Inc. | 6,571,130 | 8.62 | 410 | 14.89 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 15,356 | 19.03 | 958 | 25.92 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 182,857 | 11.76 | 11,403 | 18.20 | ||||
| 2025-07-15 | 13F | DSG Capital Advisors, LLC | 163,534 | 2.69 | 10,198 | 8.61 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 132,461 | 19.54 | 8,260 | 26.44 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 3,385 | 211 | ||||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 110,351 | 6,881 | ||||||
| 2025-08-07 | 13F | Wisconsin Capital Management Llc | 7,240 | 7.42 | 451 | 13.60 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 5,131 | 320 | ||||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 5,160 | 5.20 | 322 | 11.07 | ||||
| 2025-08-07 | 13F | Delta Financial Advisors Llc | 80,322 | 0.09 | 5,009 | 5.85 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 493 | 155.44 | 31 | 172.73 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 25,849 | 19.03 | 1,612 | 25.86 | ||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 815,118 | 0.55 | 50,831 | 6.35 | ||||
| 2025-08-28 | 13F | China Universal Asset Management Co., Ltd. | 46,000 | 35.29 | 2,869 | 43.11 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 4,307 | 8.35 | 269 | 14.53 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 775 | 48 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 800,008 | 2.01 | 49,889 | 7.89 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 6,197 | 7.89 | 386 | 14.20 | ||||
| 2025-07-28 | 13F | 5th Street Advisors, LLC | 16,687 | 2.53 | 1,041 | 8.45 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 268,020 | 6.08 | 16,714 | 12.19 | ||||
| 2025-08-14 | 13F | Vernal Point Advisors, LLC | 84,629 | 5,277 | ||||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 909,546 | 4.10 | 56,719 | 10.10 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 98,338 | 0.24 | 6,187 | 5.45 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 110,950 | 4 | ||||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 212,689 | 2.16 | 13,263 | 8.06 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3,370 | 210 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 4,172 | 260 | ||||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 5,042 | 1.20 | 314 | 7.17 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 40,031 | 133.84 | 2,496 | 147.37 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,553,050 | 0.64 | 97 | 6.67 | ||||
| 2025-07-16 | 13F | Brave Asset Management Inc | 162,598 | 5.10 | 10,146 | 11.24 | ||||
| 2025-08-19 | 13F | MRP Capital Investments, LLC | 6,500 | 405 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 206,654 | 6.88 | 12,887 | 13.04 | ||||
| 2025-07-16 | 13F | Global Wealth Management, LLC | 18,488 | 2.38 | 1,166 | 9.49 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 242,833 | 29.97 | 14,971 | 37.84 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 4,695 | 1.51 | 293 | 7.35 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 248,675 | 8.70 | 15,507 | 14.97 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 75,159 | 5.83 | 4,687 | 11.92 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 18,776 | 4.80 | 1,171 | 10.80 | ||||
| 2025-08-13 | 13F | Quest Investment Management Llc | 318,197 | 0.16 | 19,843 | 5.94 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1,381 | 132.88 | 86 | 152.94 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 133,052 | 917.92 | 8,297 | 977.53 | ||||
| 2025-07-23 | 13F | Wormser Freres Gestion | 35,960 | 0.72 | 2,242 | 7.69 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 9,026 | 4.49 | 563 | 10.41 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio | 776,800 | 48,441 | ||||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 3,334 | 208 | ||||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 9,093 | 110.24 | 567 | 122.35 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 6,812 | 21.95 | 425 | 28.88 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 5,765 | 125.28 | 360 | 139.33 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 12,545 | 0.03 | 782 | 5.82 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 27,016 | 3.11 | 1,685 | 9.07 | ||||
| 2025-05-02 | 13F | Retirement Planning Co of New England, Inc. | 3,631 | 214 | ||||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 6,082 | 0.13 | 379 | 5.87 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 15,358 | 4.46 | 958 | 10.51 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 65 | 4 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 520,439 | 13.89 | 32,455 | 20.46 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 848 | 2,550.00 | 53 | 5,100.00 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 151,816 | 1.14 | 9,467 | 6.97 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 3,542 | 3.96 | 221 | 10.00 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 17,179 | 18.04 | 1,071 | 24.83 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1,599,101 | 62.95 | 99,720 | 72.35 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 38,249 | 37.67 | 2,385 | 45.60 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 53,127 | 4.25 | 3,313 | 10.29 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 208,161 | 13.97 | 12,981 | 20.53 | ||||
| 2025-07-31 | 13F | Cadinha & Co Llc | 522,685 | 1.07 | 32,595 | 6.89 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 873 | 52.36 | 54 | 63.64 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 86,111 | 2.89 | 5,370 | 8.82 | ||||
| 2025-07-09 | 13F | Alken Asset Management Ltd. | 0 | |||||||
| 2025-07-21 | 13F | Wallington Asset Management, LLC | 276,479 | 0.02 | 17,241 | 5.79 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2,677 | 87.99 | 158 | 124.29 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 3,250 | 203 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 63,734 | 0.67 | 3,974 | 6.48 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 3,454 | 215 | ||||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 35,024 | 2,184 | ||||||
| 2025-07-29 | 13F | Lesa Sroufe & Co | 5,142 | 2.33 | 0 | |||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 49,909 | 1.75 | 3,107 | 1.64 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 3,575 | 2,283.33 | 223 | 3,071.43 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 57,836 | 3,607 | ||||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 80,600 | 5,026 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 54,331 | 1.41 | 3,388 | 7.49 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 1,089,365 | 65.32 | 67,933 | 74.86 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 196,900 | 12,139 | |||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 15,077 | 0.51 | 940 | 6.33 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 59,300 | 3,656 | |||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10,288 | 41.16 | 642 | 49.42 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 14,556 | 897 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 370,986 | 7.75 | 23,135 | 13.96 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 55,754 | 25.15 | 3,477 | 32.37 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 11,743 | 0.42 | 732 | 6.24 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 88,020 | 2.21 | 5,489 | 8.10 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 10,375 | 83.14 | 647 | 93.41 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 14 | 1 | ||||||
| 2025-07-31 | 13F | New Hampshire Trust | 4,286 | 4.16 | 267 | 10.33 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 27,697 | 1,727 | ||||||
| 2025-07-17 | 13F | Park Place Capital Corp | 613 | 873.02 | 39 | 1,166.67 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 283,983 | 17,709 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 288,908 | 12.07 | 18,016 | 10.86 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 39,595 | 2,469 | ||||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 4,581 | 286 | ||||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 3,517 | 219 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 35,554 | 2,217 | ||||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 27,096 | 5.17 | 1,690 | 11.19 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 366 | 23 | ||||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 196,770 | 18.97 | 12,271 | 25.83 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 13,365 | 0.59 | 833 | 6.39 |
