Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Global X Funds - Global X Artificial Intelligence & Technology ETF meliputi Scarborough Advisors, LLC, Wealth Management Associates, Inc., Pictet Asset Management Holding SA, Legacy Financial Group LLC, GXDW - Global X Thematic Growth ETF, Fiduciary Alliance LLC, First Heartland Consultants, Inc., IHT Wealth Management, LLC, Brinker Capital Investments, LLC, ArborFi Advisors, LLC, Financial Enhancement Group LLC, Atria Investments Llc, Pinnacle Financial Partners Inc, Byrne Financial Freedom, Llc, NewEdge Wealth, LLC, Owen LaRue, LLC, NWF Advisory Services Inc., McElhenny Sheffield Capital Management, LLC, Waddell & Associates, Llc, dan United Capital Financial Advisers, Llc .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-04 | 13F | Wealth Management Associates, Inc. | 65,306 | 2,853 | ||||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 19,247 | 89.25 | 841 | 126.42 | ||||
2025-07-18 | 13F | Truist Financial Corp | 37,881 | 124.59 | 1,655 | 169.98 | ||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 5,105 | 223 | ||||||
2025-07-29 | 13F | Roof Eidam & Maycock/adv | 5,364 | 234 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 1,247,077 | 6.05 | 54,485 | 27.36 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 3,173 | 331.70 | 139 | 430.77 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 23,622 | 77.48 | 1,032 | 113.22 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 15,107 | 34.60 | 660 | 73.42 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 49,700 | 16.67 | 2,171 | 40.15 | |||
2025-08-14 | 13F | Aqr Capital Management Llc | 25,562 | 0.62 | 1,117 | 20.78 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 39,266 | 5.35 | 1,716 | 26.47 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 159 | 7 | ||||||
2025-08-08 | 13F | Kane Investment Management, Inc. | 23,124 | 4.90 | 1,019 | 27.22 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 4 | 0 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 165,460 | 17.53 | 7,229 | 41.14 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 24,990 | 49.44 | 1,092 | 79.44 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 19,992 | 95.22 | 873 | 134.68 | ||||
2025-08-07 | 13F | Cascade Financial Partners, LLC | 74,649 | 9.67 | 3,261 | 31.70 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 627,210 | 7.23 | 27,403 | 28.77 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 32 | 1 | ||||||
2025-07-29 | 13F | Stephens Inc /ar/ | 32,601 | 4.82 | 1,424 | 25.91 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 12,913 | 6.08 | 564 | 27.60 | ||||
2025-08-12 | 13F | MAI Capital Management | 457 | 14.25 | 20 | 35.71 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 3,525 | 42.31 | 154 | 71.11 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 119,189 | 38.78 | 5,207 | 66.68 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 10,035 | 6.35 | 438 | 27.70 | ||||
2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 5,040 | 220 | ||||||
2025-07-11 | 13F | Global X Japan Co., Ltd. | 109,186 | 1.58 | 4,770 | 21.99 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 4,963 | 217 | ||||||
2025-07-28 | 13F | RFG Advisory, LLC | 14,097 | 11.11 | 616 | 33.41 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 590,437 | 131.47 | 25,796 | 178.00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 6,700 | 178 | ||||||
2025-08-13 | 13F | Keystone Financial Group | 13,354 | 13.79 | 583 | 36.85 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 22,793 | 103.20 | 996 | 143.87 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 33,980 | 89.95 | 1,485 | 128.31 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 103,607 | 69.30 | 4,527 | 103.32 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 12,217 | 41.74 | 539 | 71.88 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 5,572 | 244 | ||||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 100 | 4 | ||||||
2025-07-16 | 13F | Signaturefd, Llc | 150 | 233.33 | 7 | 500.00 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 4,731 | 207 | ||||||
2025-08-08 | 13F | Creative Planning | 39,189 | 25.79 | 1,712 | 51.10 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 48 | 2 | ||||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 59,092 | 10.99 | 2,582 | 33.32 | ||||
2025-08-08 | 13F | L & S Advisors Inc | 30,432 | 14.97 | 1,330 | 38.15 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 78,952 | 5.35 | 3,449 | 26.52 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 30,520 | 33.97 | 1,333 | 60.99 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 7,208 | 59.89 | 315 | 91.46 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 315 | 14 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 149,787 | 20.54 | 6,544 | 44.78 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 14,205 | 6.80 | 621 | 28.36 | ||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 317,982 | 13.44 | 13,893 | 36.24 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10,636 | 18.10 | 465 | 40.61 | ||||
2025-08-04 | 13F | Spire Wealth Management | 6,336 | 74.26 | 277 | 109.09 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 11,393 | 3.01 | 498 | 23.63 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 859,766 | 45.22 | 37,563 | 74.40 | ||||
2025-08-04 | 13F | Carret Asset Management, Llc | 26,070 | 3.89 | 1,139 | 24.78 | ||||
2025-05-29 | NP | Connetic Venture Capital Access Fund | 33,870 | 20.53 | 1,232 | 13.55 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 21,299 | 96.99 | 932 | 136.90 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 6,028 | 304.56 | 263 | 387.04 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 5,786 | 5.09 | 253 | 26.00 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 4,675 | 204 | ||||||
2025-08-13 | 13F | Dana Investment Advisors, Inc. | 6,407 | 280 | ||||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 5,889 | 257 | ||||||
2025-08-06 | 13F | Black Swift Group, LLC | 265,972 | 4.13 | 11,620 | 25.05 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 8,973 | 392 | ||||||
2025-08-14 | 13F | Prudent Investors Network | 231,577 | 1.17 | 10,118 | 21.50 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 407 | 138.01 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 21,763 | 135.56 | 951 | 180.24 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7,628 | 10.57 | 334 | 33.20 | ||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 9,401 | 41.37 | 411 | 70.12 | ||||
2025-07-16 | 13F | Novem Group | 99,416 | 10.65 | 4,344 | 32.89 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 746,660 | 24.27 | 32,622 | 49.24 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 62,432 | 5.77 | 2,728 | 27.01 | ||||
2025-07-28 | 13F | Copia Wealth Management | 103 | 4 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 395,851 | 18.58 | 17,156 | 41.25 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,131 | 28.38 | 49 | 53.13 | ||||
2025-08-13 | 13F | B&D White Capital Company, LLC | 5,467 | 239 | ||||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 57,410 | 163.94 | 2,508 | 217.07 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 900 | 1,700.00 | 39 | 3,800.00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 7,318 | 9.68 | 320 | 31.82 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5,953 | 260 | ||||||
2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 125,094 | 65.35 | 5,465 | 98.58 | ||||
2025-07-24 | 13F | Aurora Private Wealth, Inc. | 6,058 | 0 | ||||||
2025-08-14 | 13F | Comerica Bank | 19,787 | 15.17 | 864 | 38.24 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12,588 | 550 | ||||||
2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 13,418 | 612 | ||||||
2025-08-04 | 13F | ArborFi Advisors, LLC | 27,580 | 1,205 | ||||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1,526,255 | 2.45 | 22,279 | -58.89 | ||||
2025-08-05 | 13F | Huntington National Bank | 97 | 20.00 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 205,032 | 7.17 | 9 | 33.33 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 6,431 | 0.39 | 281 | 13.36 | ||||
2025-08-12 | 13F | Country Trust Bank | 190 | 18.01 | 8 | 60.00 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 18,759 | 682 | ||||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 7,815 | 120.45 | 341 | 166.41 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 54,210 | 101.70 | 2,368 | 142.37 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 1,829 | 37.83 | 80 | 64.58 | ||||
2025-08-11 | 13F | Citigroup Inc | 11,784 | 515 | ||||||
2025-07-21 | 13F | Grassi Investment Management | 23,683 | 3.16 | 1 | |||||
2025-07-23 | 13F | Columbus Macro, LLC | 9,311 | 407 | ||||||
2025-08-15 | 13F | WFA of San Diego, LLC | 600 | 26 | ||||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 8,805 | 5.32 | 385 | 26.32 | ||||
2025-07-22 | 13F | Red Tortoise LLC | 541 | 24 | ||||||
2025-07-30 | 13F | Brookstone Capital Management | 41,793 | 5.56 | 1,826 | 26.74 | ||||
2025-08-11 | 13F | Brown Wealth Management, Llc | 5,440 | 238 | ||||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 65,247 | 10.54 | 2,851 | 32.74 | ||||
2025-07-17 | 13F | Park Place Capital Corp | 1,535 | 66 | ||||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 10,560 | 69.64 | 461 | 103.98 | ||||
2025-08-07 | 13F | Summit X, LLC | 8,220 | 7.17 | 359 | 28.67 | ||||
2025-08-14 | 13F | Group One Trading, L.p. | 2,400 | 26.32 | 105 | 50.72 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 469,133 | 22.74 | 20,496 | 47.41 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 13,550 | 493 | ||||||
2025-07-15 | 13F | Legacy Financial Group LLC | 60,001 | 2,621 | ||||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 22,578 | 1.15 | 986 | 21.43 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 25 | 1 | ||||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5,429 | 237 | ||||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2,647 | 52,840.00 | 116 | |||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 64,740 | 0.83 | 2,796 | 18.73 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2,920 | 870.10 | 128 | 1,170.00 | ||||
2025-07-15 | 13F | Aspire Capital Advisors LLC | 107,995 | 15.22 | 4,718 | 38.40 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 15,355 | 1,107.15 | 671 | 1,356.52 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 98,273 | 83.36 | 4,294 | 120.27 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 100 | 4 | ||||||
2025-08-15 | 13F | Morgan Stanley | 3,323,901 | 19.36 | 145,221 | 43.35 | ||||
2025-07-28 | 13F | Moran Wealth Management, LLC | 19,489 | 89.31 | 851 | 127.54 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 6,442 | 281 | ||||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 66,743 | 2,916 | ||||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 12,642 | 16.00 | 552 | 39.39 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 690 | 30 | ||||||
2025-08-05 | 13F | Key FInancial Inc | 280 | 12 | ||||||
2025-07-07 | 13F | Centurion Wealth Management LLC | 111,155 | 970.44 | 4,856 | 1,110.97 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 73,145 | 23.64 | 3,196 | 48.47 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 43,875 | 4.54 | 1,955 | 28.11 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 4,900 | 214 | ||||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 20,294 | 67.24 | 887 | 89.32 | ||||
2025-07-21 | 13F | Clarity Capital Partners LLC | 35,831 | 10.29 | 1,565 | 32.51 | ||||
2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 3,480 | 152 | ||||||
2025-08-05 | 13F | Sigma Planning Corp | 10,729 | 12.46 | 469 | 34.87 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 10,221 | 4.34 | 447 | 25.28 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 2,502 | 0 | ||||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 6,002 | 262 | ||||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1,182 | 1.11 | 52 | 21.43 | ||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 5,463 | 240 | ||||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 8,163 | 35.98 | 357 | 63.30 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 137,360 | 22.82 | 6,001 | 38.88 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 6,490 | 284 | ||||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 4,824 | 211 | ||||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 620 | 24.00 | 27 | 50.00 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 22,683 | 15.52 | 991 | 38.80 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3,789 | 166 | ||||||
2025-07-28 | 13F | Granite Group Advisors, LLC | 4,800 | 210 | ||||||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 4,729 | 207 | ||||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 40,463 | 1,768 | ||||||
2025-08-13 | 13F | Smith, Moore & Co. | 29,700 | 32.06 | 1,298 | 58.56 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 10,571 | 462 | ||||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 12,323 | 40.82 | 553 | 73.90 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 123 | 5 | ||||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 4,390 | 4.52 | 192 | 25.66 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 7,396 | 323 | ||||||
2025-07-25 | 13F | LRI Investments, LLC | 24,290 | 5.20 | 1,061 | 26.31 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 209 | 20.11 | 9 | 50.00 | ||||
2025-08-12 | 13F | Waddell & Associates, Llc | 12,639 | 552 | ||||||
2025-07-16 | 13F | NovaPoint Capital, LLC | 18,203 | 16.47 | 795 | 39.96 | ||||
2025-07-22 | 13F | James Reed Financial Services, Inc. | 32,303 | 37.36 | 1,411 | 65.03 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 20,467 | 4.75 | 1 | |||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 19,383 | 122.21 | 847 | 166.88 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 12,583 | 4.01 | 550 | 24.77 | ||||
2025-08-14 | 13F | Principal Street Partners, LLC | 44,214 | 100.00 | 1,932 | 140.17 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 11,860 | 518 | ||||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 8,398 | 2.53 | 367 | 23.23 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 400,000 | 17,476 | ||||||
2025-08-11 | 13F | Core Wealth Partners LLC | 8,292 | 0.08 | 362 | 20.27 | ||||
2025-08-14 | 13F | UBS Group AG | 3,304,892 | 2.51 | 144,391 | 23.11 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 3,471 | 152 | ||||||
2025-07-25 | 13F | Endowment Wealth Management, Inc. | 11,384 | 22.74 | 497 | 47.48 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 7,582 | 17.86 | 332 | 41.45 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 6,542,946 | 1.25 | 285,861 | 21.60 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 7,348 | 2.94 | 321 | 23.94 | ||||
2025-08-11 | 13F | Westover Capital Advisors, LLC | 7,540 | 0.24 | 329 | 20.51 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 114,253 | 3.30 | 4,992 | 24.06 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 477 | 21 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 47,935 | 20.46 | 2,094 | 44.71 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 38,163 | 15.02 | 1,668 | 38.11 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 8,231 | 18.18 | 360 | 41.90 | ||||
2025-08-04 | 13F | Heritage Investors Management Corp | 6,778 | 3.83 | 0 | |||||
2025-07-14 | 13F | Financial Enhancement Group LLC | 22,158 | 959 | ||||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 230 | 10 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18,559 | 14.46 | 811 | 36.82 | ||||
2025-07-29 | 13F | Ballast, Inc. | 4,729 | 207 | ||||||
2025-08-08 | 13F | Larson Financial Group LLC | 1,466 | 15.80 | 64 | 39.13 | ||||
2025-08-12 | 13F | Change Path, LLC | 13,549 | 9.98 | 592 | 31.92 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 115 | 15.00 | 5 | 66.67 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 19,114 | 835 | ||||||
2025-08-13 | 13F | Marshall Wace, Llp | 21,323 | 932 | ||||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 18,038 | 17.43 | 788 | 41.22 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 6,237 | 4.18 | 272 | 25.35 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 38,419 | 1,679 | ||||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 54,253 | 111.66 | 2 | |||||
2025-07-22 | 13F | Steele Capital Management, Inc. | 156,390 | 62.93 | 6,840 | 95.88 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 8,970 | 4.78 | 379 | 21.54 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 5,155 | 225 | ||||||
2025-07-16 | 13F | Owen LaRue, LLC | 13,732 | 600 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 193,696 | 27.42 | 8,463 | 53.02 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 34,895 | 78.92 | 1,525 | 114.95 | ||||
2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 10,200 | 446 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 2,892,842 | 19.65 | 126,388 | 43.69 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 7,130 | 10.89 | 311 | 33.48 | ||||
2025-08-14 | 13F | Sei Investments Co | 5,885 | 257 | ||||||
2025-07-23 | 13F | Pure Portfolios Holdings Llc | 4,616 | 202 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31,601 | 1,381 | ||||||
2025-08-13 | 13F | Pictet Asset Management Holding SA | 65,000 | 2,840 | ||||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 1,788 | 78 | ||||||
2025-05-06 | 13F | WT Wealth Management | 11,051 | 402 | ||||||
2025-08-08 | 13F | Gts Securities Llc | 143,214 | 6,257 | ||||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 50 | 2 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 23,793 | 10.31 | 1,040 | 32.53 | ||||
2025-08-05 | 13F | Transatlantique Private Wealth Llc | 10,630 | 10.90 | 464 | 33.33 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 38,957 | 3.00 | 1,702 | 23.69 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 24,905 | 11.20 | 1,088 | 33.66 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 16,065 | 718 | ||||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 610 | 1.67 | 27 | 23.81 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 27,765 | 1.81 | 1,213 | 22.28 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 163,156 | 168.47 | 7,128 | 222.53 | ||||
2025-08-04 | 13F | Atria Investments Llc | 21,212 | 927 | ||||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 6,446 | 284.84 | 282 | 339.06 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5,443 | 238 | ||||||
2025-07-08 | 13F | Nbc Securities, Inc. | 15,706 | 30.15 | 1 | |||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 23,302 | 6.95 | 1,018 | 28.54 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 7,163 | 15,471.74 | 313 | 31,100.00 | ||||
2025-07-07 | 13F | HMS Capital Management, LLC | 194,721 | 8.30 | 8,507 | 47.10 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 31,550 | 6.95 | 1,148 | -2.88 | ||||
2025-08-14 | 13F | Byrne Financial Freedom, Llc | 16,420 | 717 | ||||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 25,468 | 51.03 | 1 | |||||
2025-07-28 | 13F | Essex LLC | 33,477 | 3.79 | 1,463 | 24.64 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 71,567 | 15.07 | 3,127 | 38.20 | ||||
2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 8,371 | 366 | ||||||
2025-07-24 | 13F | Columbia Advisory Partners Llc | 5,843 | 255 | ||||||
2025-08-11 | 13F | Y.D. More Investments Ltd | 500 | 100.00 | 22 | 133.33 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15,353 | 168.74 | 671 | 223.67 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 219,119 | 29.06 | 9,573 | 55.00 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 15,735 | 18.85 | 687 | 42.83 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 451 | 81.85 | 20 | 111.11 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 221 | 10 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 26,100 | 163.64 | 1,140 | 216.67 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | 33,343 | 21.01 | 1,457 | 45.31 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1,135 | 78.74 | 50 | 113.04 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 30,017 | 58.74 | 1,311 | 90.83 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 34,700 | 1,516 | |||||
2025-07-03 | 13F | Arvest Investments, Inc. | 58,879 | 12.33 | 2,572 | 34.94 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 529,233 | 18.76 | 23,122 | 42.62 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 19,284 | 7.77 | 841 | 28.83 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 112,336 | 4,908 | ||||||
2025-07-30 | NP | GXDW - Global X Thematic Growth ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 49,472 | 1,994 | ||||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 10,507 | 460 | ||||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 57,798 | 0.38 | 2,525 | 20.58 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 84,344 | 30.63 | 3,658 | 55.07 | ||||
2025-07-16 | 13F | Crowley Wealth Management, Inc. | 4,685 | 44.15 | 205 | 72.88 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 65 | 3 | ||||||
2025-07-29 | 13F | Financial Guidance Group, Inc. | 40,715 | 10.73 | 1,779 | 32.98 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 31,720 | 1,386 | ||||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 11,062 | 3.27 | 402 | -2.66 |