Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Grayscale Bitcoin Mini Trust meliputi Beacon Harbor Wealth Advisors, Inc., Hbk Investments L P, Metavasi Capital LP, Rpo Llc, Theory Financial Llc, Kids Capital Management, L.p., Ballast, Inc., Ieq Capital, Llc, Bristlecone Advisors, LLC, Midwest Trust Co, StoneX Group Inc., Mosaic Family Wealth Partners, Llc, LMG Wealth Partners, LLC, Freestone Capital Holdings, LLC, Orion Portfolio Solutions, LLC, Benjamin Edwards Inc, Soltis Investment Advisors LLC, Ellsworth Advisors, LLC, LaSalle St. Investment Advisors, LLC, dan Change Path, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | RMR Wealth Builders | 7,087 | 338 | ||||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 298,376 | 3.18 | 14,247 | 35.02 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 3,016 | 144 | ||||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 5,089 | 243 | ||||||
| 2025-08-14 | 13F | Apriem Advisors | 49,687 | 0.67 | 2,373 | 31.70 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 4,413 | 211 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 21,000 | 275.00 | 1,003 | 391.18 | |||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 5,796 | 601.69 | 277 | 820.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 35,800 | 56.33 | 1,709 | 104.67 | |||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 710 | 34 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 23,395 | 0.22 | 1,117 | 31.26 | ||||
| 2025-08-05 | 13F | Ciovacco Capital Management LLC | 7,748 | 370 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 25 | 400.00 | 1 | |||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 10,652 | 22.32 | 509 | 60.25 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 5,135 | 261 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 192,985 | 3.34 | 9,215 | 35.24 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 839 | 0 | ||||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 36,241 | 39.38 | 1,731 | 82.49 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 50 | 2 | ||||||
| 2025-08-06 | 13F | Ovata Capital Management Ltd | 567,872 | 27,107 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 21,911 | 9.32 | 1,046 | 43.09 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4,544 | 217 | ||||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 167,227 | 113.85 | 7,985 | 179.88 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 18,872 | 901 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 49,360 | 68.69 | 2,357 | 120.81 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 15,700 | 26.20 | 750 | 65.34 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 243,000 | 60.18 | 11,603 | 109.63 | |||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 4,528 | 216 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 66,100 | 85.67 | 3,156 | 142.96 | |||
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 312,764 | 0.46 | 14,934 | 31.46 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 359,162 | 358.89 | 17,150 | 500.67 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 207,600 | 89.59 | 9,913 | 148.11 | |||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 62,843 | 2.47 | 3,001 | 34.11 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1,054 | 5.29 | 50 | 38.89 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 2,886 | 0.52 | 138 | 31.73 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 40,134 | 27.23 | 1,916 | 66.46 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 2,919 | 139 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 13,571 | 8.18 | 648 | 41.79 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 8,730 | 0 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 5,376 | 213 | ||||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 9,418 | 450 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 10 | 0 | ||||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 5,852 | 279 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 100,141 | 0.50 | 4,782 | 31.53 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 4,211 | 201 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 22,793 | 1,088 | ||||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 4,277 | 204 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 43,644 | 1.92 | 2,084 | 33.42 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 2,000 | 100.00 | 96 | 163.89 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 4,242 | 203 | ||||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 9,179 | 438 | ||||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 8,000 | 292 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 4,482 | 214 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8,508 | 0.29 | 406 | 31.39 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4,212 | 201 | ||||||
| 2025-08-07 | 13F | Weil Company, Inc. | 39,877 | 11.21 | 1,904 | 45.57 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 288 | 227.27 | 14 | 333.33 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 89,897 | 7.15 | 4 | 33.33 | ||||
| 2025-08-11 | 13F | Rpo Llc | 45,900 | 2,192 | ||||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 52,488 | 76.29 | 2,506 | 130.76 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 12 | 1 | ||||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 238,189 | 11,374 | ||||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 88,934 | 57.04 | 4,247 | 105.52 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 10,639 | 2.46 | 508 | 34.39 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1,998 | 95 | ||||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 168,775 | 11.11 | 8,059 | 45.39 | ||||
| 2025-08-14 | 13F | ParaFi Capital LP | 520,000 | 23.81 | 24,830 | 62.02 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4,599 | 220 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 8,625 | 257.74 | 412 | 372.41 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 302,970 | 3.59 | 14,467 | 35.55 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 2,814 | 0.86 | 134 | 32.67 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4,431 | 212 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 8,772 | 34.48 | 419 | 75.63 | ||||
| 2025-08-28 | NP | RENN Fund, Inc. | 1,516 | 2.16 | 72 | 33.33 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 79,077 | 1.97 | 3,776 | 33.44 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 100 | 5 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1,686 | 2,493.85 | 81 | 3,900.00 | ||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 10,539 | 503 | ||||||
| 2025-07-21 | 13F | Matauro, Llc | 4,359 | 208 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 34,528 | 51.78 | 1,649 | 98.55 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4,898 | 234 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 669 | 4,678.57 | 0 | |||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 5,400 | 258 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 21 | 31.25 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 10,810 | 516 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 14,338 | 130.85 | 685 | 202.65 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 315 | 0.96 | 15 | 36.36 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 15,244 | 728 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 12,931 | 20.27 | 617 | 57.40 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8,774 | 3.10 | 419 | 34.84 | ||||
| 2025-07-24 | 13F | SLT Holdings LLC | 33,334 | 54.47 | 1,592 | 102.16 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 432 | 53.19 | 21 | 100.00 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 6,837 | 326 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3,149 | 0.99 | 150 | 32.74 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 15,843 | 202.00 | 757 | 295.81 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 9,202 | 11.61 | 439 | 46.33 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 25,951 | 10.06 | 1,239 | 44.07 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 571 | 1,402.63 | 27 | 2,500.00 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 31,916 | 1,650 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 4,229 | 202 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 24,043 | 11.42 | 1,148 | 45.87 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 1,999,643 | 11.41 | 95,483 | 45.79 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 10,411 | 497 | ||||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 436 | 21 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 8,395 | 401 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 997 | 48 | ||||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 216 | 10 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 22,923 | 87.49 | 1,095 | 137.83 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 14,906 | 1.50 | 712 | 32.90 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 13,472 | 7.18 | 643 | 40.39 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 15,811 | 32.71 | 755 | 73.73 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 204 | 7 | ||||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 4,699 | 0 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 8,135 | 21.51 | 388 | 59.02 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 211 | 3.94 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 114,689 | 24.03 | 5 | 66.67 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 14 | 16.67 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8,198 | 49.33 | 0 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 135,924 | 17,598.44 | 6,490 | 23,078.57 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 9,211 | 65.01 | 440 | 116.26 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 23,973 | 3.82 | 1,145 | 35.87 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 10,485 | 0.01 | 501 | 30.89 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 816 | 6.95 | 42 | 31.25 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 4,544 | 217 | ||||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 8,177 | 42.53 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 13,815 | 660 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 82,688 | 157.43 | 4 | 200.00 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 4,196 | 200 | ||||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 31,337 | 40.20 | 1,496 | 83.56 | ||||
| 2025-08-28 | NP | BCDF - Horizon Kinetics Blockchain Development ETF | 300 | 14 | ||||||
| 2025-08-04 | 13F | Haven Private, LLC | 15,776 | 0.50 | 753 | 31.64 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 5,089 | 243 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 4,862 | 232 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 2 | 0 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 10,037 | 28.61 | 479 | 68.66 | ||||
| 2025-07-18 | 13F | Deltec Asset Management Llc | 4,720 | 225 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 19,176 | 158.47 | 916 | 238.89 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 16,184 | 33.80 | 773 | 75.06 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 23,482 | 78.87 | 1,121 | 134.03 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 25 | 400.00 | 1 | |||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 16,941 | 110.58 | 809 | 175.77 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 550 | 15.79 | 26 | 52.94 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 502 | 24 | ||||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 4,858 | 232 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 32 | 2 | ||||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 19,524 | 5.12 | 932 | 37.67 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 7,001 | 10.43 | 334 | 44.59 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 4,961 | 237 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 59,464 | 700.54 | 2,839 | 812.86 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 3,740 | 17.98 | 179 | 54.78 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 496 | 0 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 16,764 | 61.78 | 867 | 129.10 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 2,653 | 508.49 | 127 | 740.00 | ||||
| 2025-08-08 | 13F | EagleClaw Capital Managment, LLC | 215,640 | 2.90 | 10,297 | 34.66 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 9,802 | 468 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 379 | 44.11 | 18 | 100.00 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 65 | 44.44 | 3 | 200.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10,205 | 14.32 | 487 | 49.85 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 12,388 | 3.47 | 578 | 32.57 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 114,603 | 12.20 | 5,472 | 46.82 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 808 | 39 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 27,891 | 28.32 | 1,332 | 67.84 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 23,486 | 9.24 | 1,121 | 42.98 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 4,311 | 206 | ||||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 3,072,369 | 0.38 | 146,706 | 31.36 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 117,745 | 3.91 | 5,622 | 35.99 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 14,434 | 8.84 | 689 | 42.65 | ||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 4,689 | 224 | ||||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 5,765 | 0.07 | 275 | 30.95 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 29,126 | 110.34 | 1,391 | 175.25 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 17,765 | 189.33 | 848 | 278.57 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15,132 | 8.72 | 723 | 42.41 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 1,400 | 250.00 | 67 | 371.43 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 661 | 5.09 | 32 | 40.91 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 5,241 | 28.14 | 250 | 67.79 | ||||
| 2025-08-14 | 13F | Comerica Bank | 585 | 28 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 5,557 | 265 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1,849 | 11.52 | 0 | |||||
| 2025-08-12 | 13F | Adalta Capital Management LLC | 4,000 | 191 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 18,087 | 45.52 | 864 | 90.51 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 4,390 | 210 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 25,844 | 8.06 | 1,234 | 41.51 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 32,119 | 12.05 | 1,534 | 46.56 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 24 | 140.00 | 1 | |||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 18,598 | 97.35 | 1 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 8,647 | 5.03 | 413 | 37.33 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 15,683 | 28.27 | 749 | 46.38 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1,228 | 18.08 | 59 | 56.76 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2,097 | 1.55 | 100 | 33.33 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7,697 | 368 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 49,562 | 10.43 | 2,367 | 44.53 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10,384 | 379 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 75,585 | 5.10 | 4 | 50.00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 141,279 | 1.97 | 6,746 | 33.45 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 45,289 | 113.61 | 2,163 | 179.69 | ||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 54,398 | 8.90 | 2,598 | 42.54 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7,315 | 4.07 | 349 | 35.27 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 284 | 610.00 | 14 | 1,200.00 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 23,486 | 1,121 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 11,316 | 12.24 | 540 | 47.14 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1,101 | 53 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 11,884 | 19.41 | 567 | 56.20 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 73,639 | 42.17 | 3,516 | 86.03 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 8,535 | 0.40 | 408 | 31.29 | ||||
| 2025-08-14 | 13F | Metavasi Capital LP | 101,756 | 4,859 | ||||||
| 2025-08-13 | 13F | Kaleidoscope Capital Lp | 506,000 | 81.63 | 24,162 | 137.69 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 108,077 | 35.79 | 5,161 | 77.69 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 655,939 | 2.63 | 31,321 | 34.30 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 5,857 | 280 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 66,825 | 39.28 | 3,191 | 82.29 | ||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 14,292 | 6.39 | 682 | 39.18 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 22,073 | 70.25 | 1,054 | 122.62 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 195 | 9 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2,073 | 5.02 | 76 | -8.54 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 575 | 41.98 | 21 | 25.00 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 34,668 | 8.85 | 1,655 | 42.43 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 15,885 | 5.56 | 759 | 38.07 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 4,395 | 42.88 | 210 | 63.28 | ||||
| 2025-08-13 | 13F | Hbk Investments L P | 226,705 | 10,825 | ||||||
| 2025-08-21 | NP | LSHAX - Kinetics Spin-Off and Corporate Restructuring Fund Advisor Class A | 4,836 | 28.41 | 231 | 67.88 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 28,809 | 3.05 | 1,376 | 34.80 | ||||
| 2025-08-08 | 13F | Creative Planning | 36,334 | 18.17 | 1,735 | 54.68 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 27 | 1 | ||||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 8,806 | 420 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 4,228 | 202 | ||||||
| 2025-08-14 | 13F | Kids Capital Management, L.p. | 25,000 | 1,194 | ||||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 46,328 | 66.21 | 2,212 | 117.50 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 4,813 | 230 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 32,389 | 16,175.88 | 1,547 | 21,985.71 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 8,543 | 408 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2 | 0 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 4 | 0 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 7,878 | 376 |
