XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund - Kepemilikan Institusional - Penjual

The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
US ˙ ARCA ˙ US81369Y2090

Kepemilikan Institusional dan Dana - Penjual

Halaman ini menampilkan lembaga, dana, dan pemegang saham utama yang telah mengurangi kepemilikan atau menutup posisi mereka pada periode pelaporan terakhir. Baris berwarna merah menunjukkan posisi yang telah ditutup. Klik ikon tautan untuk melihat riwayat transaksi lengkap.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-04 13F Creekmur Asset Management LLC 192 -2.54 26 -10.71
2025-06-27 13F/A Goldman Sachs Group Inc Put 0 -100.00 0 -100.00
2025-08-15 13F Blue Chip Partners, Inc. 10,151 -16.82 1,368 -23.19
2025-08-13 13F EverSource Wealth Advisors, LLC 10,473 -17.81 1,412 -24.14
2025-08-14 13F German American Bancorp, Inc. 4,712 -5.40 635 -12.65
2025-07-14 13F Farmers Trust Co 3,268 -6.92 440 -14.06
2025-08-11 13F Synergy Investment Management, LLC 0 -100.00 0
2025-07-16 13F Beaumont Financial Advisors, LLC 5,996 -2.66 808 -10.12
2025-08-13 13F Quadrature Capital Ltd 0 -100.00 0
2025-08-27 NP RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P Short -78 -47.65 -11 -52.38
2025-07-31 13F Moloney Securities Asset Management, LLC 19,726 -0.79 2,659 -8.44
2025-07-10 13F ARS Wealth Advisors Group, LLC 2,253 -0.27 304 -7.90
2025-08-07 13F Alpha Cubed Investments, LLC 3,240 -71.72 437 -73.92
2025-08-14 13F Private Wealth Advisors, LLC 25,883 -65.10 3,489 -67.78
2025-07-17 13F Fifth Third Securities, Inc. 78,932 -4.97 10,639 -12.28
2025-07-30 13F St. Johns Investment Management Company, LLC 11,930 -4.64 1,608 -11.94
2025-08-07 13F Panoramic Investment Advisors, Llc 2,025 -1.22 273 -9.03
2025-08-07 13F Capitol Family Office, Inc. 1,766 -11.66 238 -18.21
2025-08-04 13F Spinnaker Trust 184,043 -1.04 24,807 -8.64
2025-08-14 13F DeepCurrents Investment Group LLC Put 0 -100.00 0
2025-07-21 13F Hudson Valley Investment Advisors Inc /adv 54,071 -0.57 7,288 -8.21
2025-08-13 13F Crescent Grove Advisors, LLC 1,592 -12.38 215 -19.25
2025-08-19 13F Delos Wealth Advisors, LLC 27,829 -11.25 3,751 -18.06
2025-07-31 13F Carnegie Capital Asset Management, LLC 89,408 -0.32 12,051 -0.43
2025-08-08 13F Banco Bilbao Vizcaya Argentaria, S.a. 31,193 -92.80 4,190 -93.40
2025-07-15 13F Pictet North America Advisors SA 12,847 -4.64 1,732 -12.00
2025-08-14 13F DeepCurrents Investment Group LLC Call 0 -100.00 0
2025-07-30 13F Fiduciary Planning LLC 2,119 -20.01 286 -26.17
2025-07-17 13F Janney Capital Management LLC 11,099 -0.12 1 0.00
2025-08-14 13F Boothbay Fund Management, Llc Put 0 -100.00 0
2025-08-28 NP GLOW - VictoryShares WestEnd Global Equity ETF 4,128 -56.11 556 -59.50
2025-08-08 13F Hudock, Inc. 9,367 -16.31 1,263 -22.77
2025-07-15 13F FLP Wealth Management, LLC 0 -100.00 0
2025-07-09 13F Bowman & Co S.C. 0 -100.00 0
2025-07-30 13F Principle Wealth Partners Llc 18,916 -1.33 2,550 -8.93
2025-07-09 13F Pacific Capital Wealth Advisors, Inc 2,073 -30.60 279 -36.24
2025-07-15 13F Compagnie Lombard Odier SCmA 0 -100.00 0 -100.00
2025-08-11 13F Private Advisor Group, LLC 261,158 -13.99 35,201 -20.60
2025-08-14 13F Principia Wealth Advisory, LLC 3 -85.71 0 -100.00
2025-05-06 13F WT Wealth Management 47,568 -3.75 6,945 2.16
2025-07-31 13F Darden Wealth Group Inc 1,992 -10.31 269 -17.28
2025-07-14 13F Gries Financial Llc 0 -100.00 0
2025-07-29 13F Vectors Research Management, LLC 0 -100.00 0
2025-08-13 13F Green Harvest Asset Management LLC 1,140,688 -10.02 153,753 -16.93
2025-08-07 13F WESCAP Management Group, Inc. 3,711 -0.38 500 -7.92
2025-05-02 13F Transcendent Capital Group LLC 0 -100.00 0
2025-08-13 13F Allie Family Office LLC 1,620 -66.39 218 -68.99
2025-08-01 13F Pasadena Private Wealth, LLC 1,786 -23.54 241 -29.62
2025-04-16 13F NorthCrest Asset Manangement, LLC 0 -100.00 0
2025-07-30 13F Avidian Wealth Solutions, LLC 3,062 -0.78 413 -8.44
2025-07-22 13F Marks Group Wealth Management, Inc 3,362 -15.14 453 -21.63
2025-08-13 13F Thor Trading Advisors, Llc 25,026 -79.72 3,373 -81.28
2025-07-16 13F NovaPoint Capital, LLC 0 -100.00 0
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 1,939 -96.49 261 -96.73
2025-07-24 13F Costello Asset Management, INC 3,828 -1.29 516 -9.01
2025-07-22 13F SOL Capital Management CO 9,018 -0.19 1 0.00
2025-07-17 13F Montis Financial, LLC 0 -100.00 0
2025-08-14 13F Hara Capital LLC 0 -100.00 0
2025-07-22 13F JSF Financial, LLC 15,870 -44.13 2,139 -48.42
2025-05-01 13F ADG Wealth Management Group, LLC 0 -100.00 0
2025-08-14 13F Mercer Global Advisors Inc /adv 45,940 -11.30 6,192 -18.12
2025-07-17 13F Park Place Capital Corp 12 -87.76 2 -92.86
2025-08-14 13F BTG Pactual Asset Management US LLC Put 0 -100.00 0 -100.00
2025-08-12 13F Journey Strategic Wealth Llc 9,425 -0.49 1,270 -8.10
2025-08-04 13F FRG Family Wealth Advisors LLC 7,647 -18.88 1,031 -25.15
2025-08-11 13F Empowered Funds, LLC 15,528 -5.76 2,093 -12.97
2025-07-23 13F Venturi Wealth Management, LLC 36,359 -3.27 4,901 -10.71
2025-08-14 13F BTG Pactual Asset Management US LLC Call 0 -100.00 0 -100.00
2025-08-12 13F Twin Focus Capital Partners, Llc 31,563 -33.45 4,254 -38.56
2025-07-29 13F BKD Wealth Advisors, LLC 3,802 -4.57 512 -11.88
2025-08-25 13F Fulcrum Equity Management 6,342 -40.96 855 -45.54
2025-07-14 13F Park Avenue Securities Llc 152,970 -1.70 21 -9.09
2025-05-15 13F Greenline Partners, LLC 0 -100.00 0
2025-08-14 13F J. Goldman & Co LP Put 0 -100.00 0
2025-08-14 13F Garden State Investment Advisory Services LLC 2,111 -6.68 285 -13.90
2025-07-18 13F Mitsubishi UFJ Asset Management (UK) Ltd. 3,000 -86.36 0 -100.00
2025-08-12 13F RiverFront Investment Group, LLC 509,627 -2.55 68,693 -10.03
2025-04-30 13F AlphaStar Capital Management, LLC 0 -100.00 0
2025-08-14 13F Potomac Fund Management Inc /adv 2,143 -6.09 288 -4.97
2025-07-16 13F Advisors Management Group Inc /adv 12,226 -0.26 2 0.00
2025-08-11 13F Hexagon Capital Partners LLC 0 -100.00 0
2025-08-12 13F Steward Partners Investment Advisory, Llc 100,947 -33.61 13,607 -38.71
2025-07-18 13F PBMares Wealth Management LLC 0 -100.00 0
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 107,200 -40.71 14,449 -45.26
2025-05-09 13F Frazier Financial Advisors, LLC 0 -100.00 0
2025-04-02 13F/A Industrial Alliance Investment Management Inc. 0 -100.00 0
2025-04-29 13F Raleigh Capital Management Inc. 0 -100.00 0
2025-07-29 13F Stephens Inc /ar/ 42,793 -1.45 5,768 -9.02
2025-04-23 13F GHP Investment Advisors, Inc. 0 -100.00 0
2025-07-21 13F/A Point72 Asset Management, L.P. 0 -100.00 0 -100.00
2025-07-23 13F WESPAC Advisors, LLC 2,592 -23.81 349 -29.64
2025-08-13 13F Shepherd Financial Partners LLC 0 -100.00 0
2025-07-30 13F Cornerstone Advisory, LLC 0 -100.00 0
2025-08-12 13F Wealth Advisors of Iowa, LLC 0 -100.00 0
2025-08-14 13F Comerica Bank 130,403 -5.42 17,577 -12.69
2025-08-14 13F Diversify Wealth Management, Llc 0 -100.00 0
2025-08-12 13F Titleist Asset Management, Llc 1,738 -3.44 234 -10.69
2025-08-14 13F Hrt Financial Lp 0 -100.00 0
2025-07-14 13F Chris Bulman Inc 0 -100.00 0
2025-08-12 13F Leigh Baldwin & Co., Llc 2,488 -3.00 335 -10.43
2025-07-14 13F Acropolis Investment Management, LLC 0 -100.00 0
2025-08-08 13F Family Firm, Inc. 0 -100.00 0
2025-08-05 13F EPG Wealth Management LLC 16,289 -13.25 2,196 -19.92
2025-07-09 13F Sawyer & Company, Inc 23 -86.47 0
2025-08-14 13F Verition Fund Management LLC 2,823 -34.17 381 -39.30
2025-08-14 13F Raymond James Financial Inc 5,647,759 -6.49 761,261 -13.68
2025-08-13 13F Victory Capital Management Inc 903,704 -3.23 121,810 -10.67
2025-08-14 13F Daiwa Securities Group Inc. 33 -5.71 0
2025-04-23 13F YHB Investment Advisors, Inc. 0 -100.00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class 84,387 -13.17 11,375 -11.82
2025-08-14 13F J. Goldman & Co LP 0 -100.00 0
2025-08-21 13F Aveo Capital Partners, LLC 0 -100.00 0
2025-07-08 13F Choice Wealth Advisors, LLC 0 -100.00 0
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 492 -48.21 66 -52.17
2025-08-08 13F Creative Planning 110,636 -8.50 14,913 -15.53
2025-08-13 13F Sepio Capital, LP 37,637 -2.81 5,073 -10.28
2025-08-07 13F McClarren Financial Advisors, Inc. 0 -100.00 0
2025-07-28 13F Pettinga Financial Advisors, LLC 12,170 -42.72 1,640 -47.11
2025-08-01 13F First National Trust Co 7,273 -2.21 980 -9.68
2025-08-06 13F Csenge Advisory Group 14,565 -10.66 1,932 -12.55
2025-07-10 13F Jackson Square Capital, Llc 2,703 -13.06 364 -19.65
2025-08-13 13F Cheviot Value Management, LLC 1,056 -31.16 137 -35.07
2025-05-01 13F LRI Investments, LLC 0 -100.00 0
2025-08-12 13F Personal Cfo Solutions, Llc 0 -100.00 0
2025-04-23 13F Sabal Trust CO 51,404 -17.07 7,505 -11.99
2025-04-28 13F Fedenia Advisers LLC 0 -100.00 0
2025-07-18 13F Lynx Investment Advisory 8,913 -0.38 1,201 -8.04
2025-04-29 13F Callan Capital, LLC 72,720 -0.46 10,618 5.64
2025-07-31 13F GenTrust, LLC 0 -100.00 0
2025-07-17 13F HCR Wealth Advisors 1,849 -19.08 249 -25.23
2025-08-11 13F Lake Street Financial Llc 4,677 -0.04 630 -7.76
2025-07-30 13F Insight Advisors, LLC/ PA 4,447 -3.77 599 -11.13
2025-08-14 13F Hilltop Holdings Inc. 30,753 -7.38 4,145 -14.50
2025-08-07 13F CENTRAL TRUST Co 2,625 -48.12 354 -52.17
2025-08-08 13F Cetera Investment Advisers 929,752 -1.68 125,321 -9.23
2025-08-08 13F Larson Financial Group LLC 8,988 -66.10 1,212 -68.71
2025-08-12 13F O'shaughnessy Asset Management, Llc 17,809 -7.73 2,400 -14.83
2025-08-04 13F Savvy Advisors, Inc. 1,731 -41.62 233 -46.06
2025-08-11 13F Bradley Foster & Sargent Inc/ct 3,248 -23.34 438 -29.29
2025-08-14 13F Sand Hill Global Advisors, LLC 12,315 -10.21 1,660 -17.13
2025-08-08 13F Altfest L J & Co Inc 1,919 -17.92 259 -24.34
2025-07-24 13F Brandywine Oak Private Wealth Llc 27,359 -1.59 3,688 -9.16
2025-07-31 13F Insight Wealth Partners, LLC 4,825 -0.76 650 -8.32
2025-08-15 13F Tower Research Capital LLC (TRC) 3,712 -93.45 500 -94.04
2025-07-17 13F Clay Northam Wealth Management, LLC 3,837 -13.72 517 -20.34
2025-07-16 13F Minichmacgregor Wealth Management, Llc 0 -100.00 0
2025-05-08 13F Cardinal Point Capital Management, ULC 0 -100.00 0
2025-07-30 13F Black Diamond Financial, LLC 1,536 -14.90 207 -21.29
2025-07-18 13F USA Financial Portformulas Corp 0 -100.00 0
2025-07-17 13F SeaBridge Investment Advisors LLC 8,666 -16.22 1,168 -22.65
2025-07-21 13F Fortis Capital Advisors, LLC 2,940 -1.77 396 -9.38
2025-07-29 13F Fundamentun, Llc 2,130 -5.12 287 -12.23
2025-07-11 13F Brendel Financial Advisors LLC 4,097 -17.42 1
2025-08-12 13F RPG Investment Advisory, LLC 3,950 -50.08 532 -53.94
2025-07-22 13F Old National Bancorp /in/ 90,814 -10.83 12,241 -17.69
2025-08-01 13F Reliant Investment Partners, LLC 2,677 -0.82 361 -8.63
2025-05-14 13F Eisler Capital Management Ltd. 0 -100.00 0
2025-07-16 13F Cabana Llc 0 -100.00 0
2025-08-07 13F Resources Investment Advisors, LLC. 6,794 -20.31 916 -26.45
2025-08-15 13F First Heartland Consultants, Inc. 3,031 -53.05 409 -56.69
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100.00 0 -100.00
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100.00 0 -100.00
2025-07-11 13F Adirondack Trust Co 4,047 -17.78 545 -24.09
2025-08-13 13F Per Stirling Capital Management, LLC. 0 -100.00 0
2025-08-08 13F Emerald Investment Partners, Llc 443 -25.92 60 -32.18
2025-05-13 13F Cornerstone Capital, Inc. 0 -100.00 0
2025-08-15 13F Concentric Capital Strategies, LP 18,677 -44.49 2,517 -48.77
2025-08-14 13F Nicholas Investment Partners, LP 0 -100.00 0
2025-07-11 13F Farther Finance Advisors, LLC 27,778 -18.65 3,744 -23.50
2025-07-25 13F We Are One Seven, LLC 15,997 -2.44 2,156 -9.94
2025-08-11 13F Western Wealth Management, LLC 51,464 -3.50 6,937 -10.92
2025-07-14 13F Legacy Capital Group California, Inc. 2,641 -40.11 356 -44.79
2025-07-18 13F SOA Wealth Advisors, LLC. 73,328 -3.96 487 -8.80
2025-07-23 13F Nbt Bank N A /ny 7,308 -9.52 985 -16.45
2025-07-28 13F Axxcess Wealth Management, Llc 4,215 -71.01 568 -73.23
2025-05-14 13F Eisler Capital Management Ltd. Put 0 -100.00 0
2025-04-23 13F Smith & Howard Wealth Management, LLC 0 -100.00 0
2025-08-11 13F Aspen Investment Management Inc 3,688 -5.29 0
2025-08-07 13F Strategy Asset Managers Llc 12,653 -2.31 1,705 -9.84
2025-07-25 13F Sovereign Financial Group, Inc. 1,782 -0.34 240 -8.05
2025-07-22 13F Kraematon Investment Advisors, Inc 1,698 -0.93 229 -8.80
2025-07-31 13F Richards, Merrill & Peterson, Inc. 0 -100.00 0
2025-07-29 13F Straight Path Wealth Management 0 -100.00 0
2025-07-30 13F Onyx Bridge Wealth Group LLC 1,570 -37.57 212 -42.51
2025-08-13 13F Avestar Capital, LLC 3,088 -51.69 416 -55.41
2025-08-14 13F Bramshill Investments, LLC 0 -100.00 0
2025-07-18 13F First Pacific Financial 3,851 -1.26 519 -8.79
2025-07-24 13F Court Place Advisors, LLC 3,984 -3.63 537 -10.95
2025-08-07 13F PFG Advisors 22,139 -35.48 2,984 -40.44
2025-07-31 13F Ssa Swiss Advisors Ag 4,170 -4.23 566 -11.02
2025-07-15 13F Tepp RIA, LLC 9,892 -76.18 1,333 -78.02
2025-08-04 13F AMG National Trust Bank 22,758 -2.24 3,068 -9.77
2025-08-12 13F Fortem Financial Group, Llc 1,867 -17.97 252 -24.40
2025-08-12 13F Cornerstone Wealth Management, LLC 8,492 -0.68 1,145 -8.33
2025-07-29 13F Kanawha Capital Management Llc 15,671 -0.13 2,112 -7.81
2025-08-14 13F Ategra Capital Management, LLC 0 -100.00 0
2025-08-08 13F Fortis Group Advisors, LLC 124 -99.72 17 -99.75
2025-08-12 13F Nemes Rush Group LLC 1,082 -17.97 146 -24.48
2025-07-17 13F Paradigm Financial Partners, Llc 1,765 -18.44 238 -24.76
2025-05-15 13F Toronto Dominion Bank 0 -100.00 0
2025-07-10 13F Sovran Advisors, LLC 2,785 -22.55 376 -23.00
2025-07-17 13F City Holding Co 2,346 -3.89 316 -11.24
2025-05-15 13F Concorde Asset Management, LLC 0 -100.00 0
2025-08-07 13F Encompass More Asset Management 5,705 -68.19 769 -70.66
2025-08-12 13F Power Wealth Management Llc 19,858 -20.12 2,677 -26.26
2025-07-15 13F Oxinas Partners Wealth Management LLC 4,484 -29.93 604 -35.33
2025-08-13 13F VestGen Advisors, LLC 8,201 -1.84 1,105 -9.35
2025-07-23 13F HMV Wealth Advisors, LLC 2,227 -19.19 300 -25.37
2025-08-14 13F Diversify Advisory Services, LLC 10,582 -1.51 1,388 -7.22
2025-07-17 13F Stone Point Wealth LLC 2,975 -5.53 401 -12.64
2025-08-14 13F Evercore Wealth Management, LLC 59,447 -2.46 8,013 -9.96
2025-04-16 13F Quintet Private Bank (Europe) S.A. 0 -100.00 0
2025-08-11 13F Beaumont Capital Management, LLC 0 -100.00 0
2025-04-28 13F Mainstream Capital Management LLC 0 -100.00 0
2025-07-24 NP THLV - THOR Low Volatility ETF 25,026 -54.04 3,319 -58.64
2025-08-11 13F Hopwood Financial Services, Inc. 391 -5.33 53 -13.33
2025-08-14 13F 10Elms LLP 27,939 -0.68 3,766 -8.33
2025-07-10 13F Trust Point Inc. 3,652 -5.56 492 -12.77
2025-08-27 NP Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A 243,767 -8.91 32,857 -7.49
2025-05-14 13F Peak6 Llc 0 -100.00 0 -100.00
2025-07-24 13F Zullo Investment Group, Inc. 19,392 -0.51 2,614 -8.15
2025-07-15 13F Herbst Group, Llc 19,337 -10.74 2,606 -17.58
2025-08-14 13F Balyasny Asset Management Llc Call 14,000 -94.94 1,887 -95.33
2025-08-14 13F Balyasny Asset Management Llc Put 1,008,300 -24.38 135,909 -30.19
2025-08-14 13F McIlrath & Eck, LLC 458 -1.29 62 -8.96
2025-05-15 13F Ubs Oconnor Llc Call 0 -100.00 0 -100.00
2025-08-14 13F Objective Capital Management, LLC 8,060 -1.13 1,086 -8.74
2025-05-15 13F Corvex Management LP Put 0 -100.00 0 -100.00
2025-07-08 13F GK Wealth Management LLC 4,480 -2.01 604 -9.60
2025-07-09 13F Key Client Fiduciary Advisors, LLC 3,725 -53.22 502 -56.80
2025-07-22 13F Diligent Investors, LLC 8,693 -21.67 1,172 -27.72
2025-07-15 13F Armis Advisers, LLC 5,347 -1.69 723 -6.48
2025-08-12 13F Horizon Financial Services, Llc 19,223 -1.10 2,591 -8.67
2025-05-16 13F Capital & Planning, Llc 0 -100.00 0
2025-08-14 13F Stonehaven Wealth & Tax Solutions, Llc 0 -100.00 0
2025-07-09 13F Affinity Capital Advisors, LLC 0 -100.00 0
2025-07-11 13F Grove Bank & Trust 824 -22.63 111 -28.39
2025-05-15 13F AlphaQ Advisors LLC 12,377 -0.52 1,807 5.61
2025-07-18 13F Donald L. Hagan, LLC 9,340 -35.27 1,259 -40.27
2025-07-30 13F Whittier Trust Co 9,539 -2.44 1,286 -9.95
2025-08-18 13F N.E.W. Advisory Services LLC 1,170 -15.46 158 -22.28
2025-07-28 13F Alpine Woods Capital Investors, Llc 2,115 -0.24 285 -7.77
2025-08-13 13F Northern Trust Corp 552,824 -0.34 74,515 -7.99
2025-07-21 13F Financial Services Advisory Inc 0 -100.00 0
2025-08-08 13F Strategies Wealth Advisors, LLC 2,145 -0.05 289 -7.67
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 140,965 -1.85 19,001 -9.39
2025-07-09 13F Breakwater Capital Group 0 -100.00 0
2025-08-13 13F Capital Analysts, Inc. 2,413 -1.59 0
2025-08-06 13F Moors & Cabot, Inc. 9,321 -8.04 1,256 -15.08
2025-07-09 13F Finley Financial, LLC 2,675 -27.82 361 -30.23
2025-05-12 13F Sandy Spring Bank 18,129 -2.26 2,647 3.76
2025-07-31 13F Trademark Financial Management, LLC 0 -100.00 0
2025-08-12 13F Absolute Capital Management, LLC 8,624 -2.82 1,162 -10.27
2025-08-14 13F Byrne Financial Freedom, Llc 9,846 -4.72 1,327 -12.00
2025-08-06 13F Forbes Financial Planning, Inc. 0 -100.00 0
2025-08-01 13F Fairfield Financial Advisors, LTD 1,595 -20.37 215 -26.71
2025-05-13 13F Elequin Capital Lp 0 -100.00 0
2025-07-21 13F Exchange Capital Management, Inc. 2,559 -0.04 345 -7.77
2025-07-31 13F Fielder Capital Group LLC 2,340 -33.01 315 -38.24
2025-08-14 13F Wetherby Asset Management Inc 0 -100.00 0
2025-08-14 13F MGB Wealth Management, LLC 3,506 -14.19 471 -20.44
2025-07-22 13F Grimes & Company, Inc. 144,394 -48.98 19,463 -52.90
2025-08-11 13F Managed Asset Portfolios, Llc 1,682 -15.77 227 -22.34
2025-08-12 13F Associated Banc-corp 22,485 -8.63 3,031 -15.67
2025-08-13 13F Maia Wealth LLC 1,790 -5.29 241 -7.66
2025-03-10 13F Capstone Triton Financial Group, LLC 0 -100.00 0
2025-08-01 13F Bank of Jackson Hole Trust 1,190 -4.80 160 -13.98
2025-08-13 13F Royal Fund Management, LLC 0 -100.00 0
2025-04-25 13F Altus Wealth Group LLC 0 -100.00 0
2025-08-14 13F Jane Street Group, Llc 37,145 -41.64 5,007 -46.13
2025-07-21 13F Asset Advisors Investment Management, LLC 99,544 -4.36 13,418 -11.71
2025-08-04 13F Joseph P. Lucia & Associates, LLC 18,981 -9.34 2,559 -16.30
2025-08-11 13F Bedell Frazier Investment Counseling, LLC 42,781 -2.36 5,766 -9.86
2025-08-14 13F UBS Group AG 3,273,146 -18.97 441,187 -25.20
2025-08-07 13F Addison Advisors LLC 1,563 -13.74 211 -20.45
2025-08-12 13F/A Moore Capital Management, Lp Put 0 -100.00 0 -100.00
2025-08-13 13F Beacon Pointe Advisors, LLC 38,204 -14.60 5,149 -21.16
2025-07-15 13F Cranbrook Wealth Management, LLC 10,354 -2.36 1,396 -9.88
2025-07-18 13F PFG Investments, LLC 13,017 -3.92 1,754 -11.32
2025-08-07 13F Fagan Associates, Inc. 14,651 -4.57 1,975 -11.91
2025-05-15 13F Crestline Management, LP 0 -100.00 0
2025-08-14 13F/A Barclays Plc 188,078 -87.04 25 -88.15
2025-07-07 13F RDA Financial Network 2,951 -28.18 398 -33.72
2025-08-13 13F Truvestments Capital Llc 1,223 -2.86 165 -10.38
2025-07-16 13F Amarillo National Bank 0 -100.00 0
2025-05-07 13F Kapitalo Investimentos Ltda 0 -100.00 0
2025-07-30 13F Exencial Wealth Advisors, Llc 5,679 -18.55 765 -24.78
2025-07-14 13F Edge Wealth Management LLC 3,452 -14.17 465 -20.78
2025-07-14 13F Lewis Asset Management, LLC 0 -100.00 0
2025-07-22 13F Bank Hapoalim Bm 165,369 -5.38 23 -8.00
2025-08-13 13F Mackenzie Financial Corp 3,934 -69.91 530 -72.24
2025-08-12 13F Main Management LLC 288,661 -9.85 39 -17.39
2025-08-06 13F Maltin Wealth Management, Inc. 2,162 -4.93 291 -12.35
2025-07-09 13F Bank of New Hampshire 1,920 -9.22 259 -16.23
2025-08-08 13F Foundations Investment Advisors, LLC 29,693 -33.85 4,002 -38.94
2025-08-13 13F Marshall Wace, Llp Put 600,000 -47.83 80,874 -51.84
2025-08-13 13F StoneX Group Inc. 12,343 -12.19 1,664 -18.96
2025-08-14 13F Abound Financial, Llc 0 -100.00 0
2025-05-13 13F Bank Of Montreal /can/ Put 0 -100.00 0 -100.00
2025-08-06 13F Prospera Financial Services Inc 14,228 -20.55 1,921 -26.66
2025-05-15 13F Human Investing LLC 0 -100.00 0
2025-08-13 13F Marshall Wace, Llp 46,500 -13.91 6,268 -20.53
2025-08-04 13F Flagship Harbor Advisors, Llc 35,482 -71.97 4,783 -74.13
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 19,499 -1.17 2,628 -8.75
2025-07-17 13F Smith Anglin Financial, LLC 3,981 -41.10 537 -45.64
2025-05-15 13F Centiva Capital, LP Call 0 -100.00 0
2025-07-18 13F CHURCHILL MANAGEMENT Corp 2,305,920 -14.29 310,815 -20.88
2025-07-18 13F Trust Co Of Vermont 172 -47.40 23 -51.06
2025-04-22 13F Canton Hathaway, LLC 0 -100.00 0 -100.00
2025-08-14 13F Moneta Group Investment Advisors Llc 10,164 -3.28 1,370 -10.69
2025-07-25 13F Total Clarity Wealth Management, Inc. 0 -100.00 0
2025-05-15 13F Centiva Capital, LP 0 -100.00 0
2025-08-12 13F BlackRock, Inc. 706,435 -32.37 95,221 -37.57
2025-08-12 13F Tradition Wealth Management, LLC 6,674 -1.43 900 -9.01
2025-04-22 13F Tower View Investment Management & Research LLC 0 -100.00 0
2025-08-05 13F Tsfg, Llc 11,346 -5.33 2 0.00
2025-07-31 13F 3EDGE Asset Management, LP 17,416 -50.27 2,336 -53.91
2025-08-14 13F Two Sigma Investments, Lp 820,300 -47.40 110,568 -51.44
2025-07-09 13F Stony Point Wealth Management Inc. 0 -100.00 0 -100.00
2025-08-14 13F Abbot Financial Management, Inc. 8,915 -0.39 1,202 -8.04
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 143 -77.37 19 -79.35
2025-07-21 13F Successful Portfolios LLC 1,972 -4.36 266 -11.96
2025-08-14 13F Benjamin Edwards Inc 28,478 -19.67 3,839 -25.85
2025-08-12 13F Cornerstone Select Advisors, LLC 0 -100.00 0
2025-07-22 13F Romano Brothers And Company 1,912 -9.47 258 -16.56
2025-04-09 13F Selway Asset Management 9,780 -2.00 1,428 4.01
2025-07-31 13F Pacitti Group Inc. 5,387 -54.56 726 -58.03
2025-05-06 13F Retirement Income Solutions, Inc 0 -100.00 0
2025-08-06 13F AE Wealth Management LLC 15,061 -11.22 2,030 -18.01
2025-08-14 13F Harwood Advisory Group, LLC 21,159 -3.26 2,852 -5.22
2025-08-27 NP Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A 160,572 -4.33 21,643 -2.85
2025-04-23 13F JB Capital LLC 0 -100.00 0
2025-07-09 13F Keystone Wealth Services, LLC 0 -100.00 0
2025-08-06 13F Paragon Capital Management Inc 10,148 -0.31 1,368 -8.01
2025-07-03 13F Sage Capital Advisors,llc 60,056 -1.01 8,095 -8.62
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 285,181 -25.55 38 -30.91
2025-07-29 13F Burford Brothers, Inc. 4,267 -13.43 575 -20.03
2025-08-05 13F Prosperity Consulting Group, LLC 93,609 -1.15 12,618 -8.74
2025-08-01 13F James Investment Research Inc 21,861 -0.44 2,947 -8.08
2025-08-15 13F Asset Allocation Strategies LLC 20,222 -21.95 2,726 -27.95
2025-07-23 13F Godsey & Gibb Associates 163 -35.32 22 -41.67
2025-08-01 13F SYM FINANCIAL Corp 1,515 -0.98 204 -8.52
2025-08-13 13F Greenwich Wealth Management LLC 3,874 -3.75 1
2025-07-22 13F Foguth Wealth Management, LLC. 0 -100.00 0
2025-08-14 13F Citadel Advisors Llc 58,977 -53.68 7,950 -57.24
2025-07-24 13F/A TFR Capital, LLC. 0 -100.00 0
2025-08-14 13F Citadel Advisors Llc Put 1,002,700 -37.74 135,154 -42.52
2025-07-25 13F Prostatis Group LLC 1,530 -1.23 206 -8.85
2025-08-14 13F Bnp Paribas Arbitrage, Sa 829,088 -23.80 111,753 -29.65
2025-08-14 13F Bnp Paribas Arbitrage, Sa Put 1,500 -88.97 20,218 -89.82
2025-05-15 13F Williams & Novak, LLC 0 -100.00 0
2025-07-29 13F Two West Capital Advisors LLC 2,009 -23.61 274 -23.89
2025-08-14 13F Mariner, LLC 178,427 -6.48 24,050 -13.67
2025-08-14 13F Citadel Advisors Llc Call 1,693,400 -20.95 228,253 -27.02
2025-07-25 13F Cwm, Llc 85,340 -0.41 12 -8.33
2025-08-14 13F Fmr Llc 175,633 -2.37 23,674 -9.87
2025-07-23 13F Golden Reserve Retirement LLC 0 -100.00 0 -100.00
2025-08-12 13F CIBC Private Wealth Group, LLC 14,799 -27.88 1,995 -26.91
2025-07-18 13F Truist Financial Corp 3,087,466 -1.21 416,159 -8.81
2025-08-08 13F Capital Investment Advisory Services, LLC 22,025 -7.86 2,969 -14.96
2025-07-31 13F AlTi Global, Inc. 39,152 -5.78 5,336 -12.05
2025-07-10 13F Rockland Trust Co 8,398 -6.16 1,132 -13.40
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 43,907 -10.25 5,918 -17.14
2025-08-13 13F Hsbc Holdings Plc 264,898 -0.73 35,578 -7.89
2025-08-13 13F Quadrant Capital Group Llc 0 -100.00 0
2025-08-28 NP EDGU - 3EDGE Dynamic US Equity ETF 14,309 -55.37 1,929 -58.81
2025-08-08 13F Financial Gravity Companies, Inc. 178 -30.20 24 -34.29
2025-04-15 13F Members Wealth Llc 2,417 -26.33 353 -26.36
2025-08-12 13F Cowa, Llc 3,215 -1.59 433 -9.22
2025-08-04 13F Bristlecone Advisors, LLC 7,059 -13.84 951 -20.48
2025-08-08 13F Cornerstone Advisors, LLC 16,800 -33.60 2,264 -38.71
2025-07-23 13F Colony Family Offices, LLC 15,318 -0.26 2,065 -7.94
2025-07-29 13F Quotient Wealth Partners, LLC 2,938 -83.57 396 -84.83
2025-07-15 13F Capstone Wealth Management Group LLC 23,152 -0.28 3,121 -7.94
2025-08-14 13F Menora Mivtachim Holdings Ltd. 1,019,882 -46.85 137,470 -50.94
2025-08-12 13F Wood Tarver Financial Group, LLC 3,127 -9.75 0 -100.00
2025-05-14 13F Caitlin John, LLC 0 -100.00 0
2025-08-08 13F/A Prospect Financial Services LLC 20,755 -11.52 2,798 -18.31
2025-05-15 13F CAPROCK Group, Inc. 13,239 -1.12 1,933 5.00
2025-07-25 13F M3 Advisory Group, LLC 11,682 -3.95 1,575 -11.32
2025-08-11 13F TD Waterhouse Canada Inc. 255,382 -14.09 34,908 -18.06
2025-07-25 13F Lodestar Private Asset Management Llc 8,795 -10.64 1,186 -17.54
2025-08-14 13F Bbr Partners, Llc 27,857 -0.80 3,755 -8.44
2025-04-15 13F Transform Wealth, LLC 5,150 -30.07 752 -25.86
2025-07-31 13F Glass Jacobson Investment Advisors llc 500 -95.56 67 -95.67
2025-07-07 13F Global Wealth Strategies & Associates 7 -91.95 1 -100.00
2025-07-29 13F Regions Financial Corp 11,754 -2.54 1,584 -10.00
2025-08-12 13F Armor Investment Advisors, LLC 230 -15.44 31 -20.51
2025-08-06 13F Able Wealth Management LLC 1,752 -40.93 236 -45.50
2025-07-14 13F Wealth Advisory Solutions, LLC 3,961 -0.13 534 -7.94
2025-07-14 13F Mechanics Bank Trust Department 25,975 -5.62 3,501 -12.87
2025-08-12 13F Inscription Capital, LLC 3,423 -52.79 461 -56.96
2025-08-14 13F LMR Partners LLP Put 0 -100.00 0
2025-08-26 NP ISGAX - Voya Solution Balanced Portfolio Class ADV 0 -100.00 0 -100.00
2025-08-13 13F Baird Financial Group, Inc. 94,323 -13.39 12,714 -20.04
2025-08-13 13F Dynamic Wealth Strategies, LLC 5,214 -5.34 703 -12.69
2025-08-26 NP ISNPX - Voya Solution 2050 Portfolio Class ADV 0 -100.00 0 -100.00
2025-08-12 13F Gladstone Institutional Advisory LLC 62,395 -3.22 8,410 -10.66
2025-08-07 13F Davis R M Inc 0 -100.00 0
2025-07-22 13F Alta Wealth Advisors LLC 5,972 -22.06 805 -28.09
2025-07-11 13F Weatherly Asset Management L. P. 17,087 -3.66 2,303 -11.05
2025-07-17 13F Investment Advisory Services Inc /tx /adv 4,087 -11.69 551 -18.52
2025-08-26 NP IDXPX - Voya Index Solution 2050 Portfolio Class ADV 0 -100.00 0 -100.00
2025-07-24 13F MA Private Wealth 0 -100.00 0
2025-08-26 NP IISAX - Voya Index Solution 2055 Portfolio Class ADV 0 -100.00 0 -100.00
2025-07-18 13F Cooper Financial Group 1,673 -44.55 226 -48.86
2025-08-26 NP VIQIX - Voya Index Solution 2065 Portfolio Class I 0 -100.00 0 -100.00
2025-07-22 13F DT Investment Partners, LLC 5,139 -0.33 693 -7.98
2025-08-26 NP IAVAX - Voya Solution Aggressive Portfolio Class ADV 0 -100.00 0 -100.00
2025-08-26 NP ICGTX - Voya Solution Conservative Portfolio Class S2 0 -100.00 0 -100.00
2025-08-14 13F Heritage Wealth Management, Inc. 1,950 -4.83 263 -12.37
2025-08-26 NP VSPAX - Voya Solution 2060 Portfolio Class ADV 0 -100.00 0 -100.00
2025-07-30 13F Beech Hill Advisors, Inc. 9,370 -0.86 1,263 -8.48
2025-08-12 13F Manchester Capital Management LLC 510 -15.42 69 -22.73
2025-08-26 NP IAGAX - Voya Solution Moderately Aggressive Portfolio Class ADV 0 -100.00 0 -100.00
2025-08-06 13F Founders Financial Securities Llc 40,208 -46.70 5,420 -48.17
2025-08-26 NP ISRAX - Voya Solution 2045 Portfolio Class ADV 0 -100.00 0 -100.00
2025-08-14 13F Certified Advisory Corp 21,255 -4.03 2,865 -11.38
2025-08-26 NP ISZAX - Voya Solution 2025 Portfolio Class ADV 0 -100.00 0 -100.00
2025-08-26 NP ISNFX - Voya Solution 2030 Portfolio Class ADV 0 -100.00 0 -100.00
2025-08-26 NP ISNKX - Voya Solution 2040 Portfolio Class ADV 0 -100.00 0 -100.00
2025-07-28 13F Courier Capital Llc 32,814 -11.50 4,423 -18.31
2025-08-26 NP VISPX - Voya Index Solution 2060 Portfolio Class I 0 -100.00 0 -100.00
2025-08-26 NP IASPX - Voya Solution 2055 Portfolio Class ADV 0 -100.00 0 -100.00
2025-08-26 NP ISJAX - Voya Index Solution 2045 Portfolio Class ADV 0 -100.00 0 -100.00
2025-08-13 13F Cary Street Partner Investment Advisory Llc 1,063 -41.66 143 -46.24
2025-08-13 13F Johnson Financial Group, Inc. 1,648 -64.44 222 -67.16
2025-08-26 NP VSQIX - Voya Solution 2065 Portfolio Class I 0 -100.00 0 -100.00
2025-07-17 13F Sound Income Strategies, LLC 3,519 -64.00 474 -66.78
2025-08-01 13F Providence First Trust Co 20,436 -0.46 2,755 -8.11
2025-08-26 NP ISWAX - Voya Solution Income Portfolio Class ADV 0 -100.00 0 -100.00
2025-08-13 13F Oxler Private Wealth LLC 2,328 -30.32 314 -35.73
2025-08-26 NP ISKAX - Voya Index Solution Income Portfolio Class ADV 0 -100.00 0 -100.00
2025-08-12 13F one8zero8, LLC 0 -100.00 0
2025-08-11 13F Covestor Ltd 85 -39.29 0
2025-08-08 13F Tiff Advisory Services Inc 0 -100.00 0
2025-04-15 13F Oak Family Advisors, Llc 0 -100.00 0
2025-08-14 13F Dearborn Partners Llc 6,408 -12.38 864 -19.12
2025-07-15 13F Colonial River Wealth Management, LLC 2,186 -21.98 298 -27.38
2025-08-08 13F Mv Capital Management, Inc. 24,696 -7.23 3,329 -14.36
2025-08-14 13F Summit Trail Advisors, Llc 71,678 -35.51 9,662 -40.46
2025-07-14 13F AdvisorNet Financial, Inc 13,804 -44.08 1,861 -48.39
2025-08-11 13F/A Purus Wealth Management, LLC 13,375 -0.26 1,803 -7.97
2025-07-23 13F First Merchants Corp 65,926 -2.11 8,886 -9.63
2025-07-24 13F Aurora Private Wealth, Inc. 3,242 -1.70 0
2025-08-12 13F Wealth Dimensions Group, Ltd. 0 -100.00 0
2025-08-05 13F Mma Asset Management Llc 7,224 -4.36 974 -11.71
2025-08-14 13F Alaska Permanent Fund Corp 0 -100.00 0
2025-08-14 13F STAR Financial Bank 1,799 -11.25 242 -17.97
2025-08-13 13F Capula Management Ltd 0 -100.00 0
2025-08-13 13F Luminist Capital LLC 4,732 -1.95 647 -6.51
2025-08-13 13F Stablepoint Partners, LLC 5,503 -16.80 742 -23.21
2025-07-10 13F Worth Asset Management, LLC 0 -100.00 0
2025-07-31 13F Graybill Bartz & Assoc Ltd 0 -100.00 0
2025-07-08 13F Webster Bank, N. A. 2,100 -4.98 283 -12.11
2025-08-14 13F Jain Global LLC Call 0 -100.00 0 -100.00
2025-07-10 13F Ferguson Wellman Capital Management, Inc 25,391 -11.42 3,422 -18.23
2025-08-13 13F Haverford Trust Co 26,660 -27.58 3,594 -33.14
2025-08-04 13F Atria Investments Llc 100,632 -3.25 13,564 -10.68
2025-08-08 13F Cercano Management LLC 358,568 -59.82 48,331 -62.91
2025-08-06 13F Geometric Wealth Advisors 2,745 -34.77 370 -39.90
2025-05-14 13F Oarsman Capital, Inc. 0 -100.00 0 -100.00
2025-08-13 13F Walleye Capital LLC Put 32,500 -55.72 4,381 -59.13
2025-07-17 13F Beacon Capital Management, LLC 1,002 -23.92 135 -29.69
2025-08-06 13F Valued Wealth Advisors LLC 0 -100.00 0
2025-08-08 13F IMA Wealth, Inc. 1,143 -42.45 154 -46.71
2025-08-12 13F Centric Wealth Management 2,709 -88.28 353 -89.57
2025-07-22 13F Valeo Financial Advisors, LLC 3,064 -47.35 413 -51.47
2025-07-11 13F Windsor Capital Management, LLC 15,027 -5.75 2,025 -12.98
2025-07-22 13F Global Assets Advisory, LLC 3,408 -66.64 466 -67.09
2025-08-13 13F Natixis Advisors, L.p. 25,754 -17.91 3 -25.00
2025-08-07 13F New England Private Wealth Advisors LLC 24,336 -4.89 3,266 -12.61
2025-07-24 13F Coordinated Financial Services, Inc. 6,076 -5.11 819 -7.05
2025-08-15 13F Provenance Wealth Advisors, LLC 519 -10.82 70 -17.86
2025-08-11 13F Birchbrook, Inc. 9,449 -5.16 1,274 -12.45
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 3,503 -9.41 472 -16.31
2025-08-14 13F Atomi Financial Group, Inc. 12,599 -7.60 1,698 -14.67
2025-07-16 13F Northern Oak Wealth Management Inc 10,088 -8.29 1,360 -15.38
2025-04-29 NP SLCAX - Siit Large Cap Fund - Class A 0 -100.00 0 -100.00
2025-07-23 13F Next Level Wealth Planning, LLC 0 -100.00 0
2025-07-31 13F Hobart Private Capital, LLC 64,516 -9.77 8,696 -16.70
2025-08-13 13F IAG Wealth Partners, LLC 415 -17.00 56 -24.66
2025-08-08 13F Hartland & Co., LLC 4,310 -36.68 581 -41.59
2025-05-13 13F PFG Private Wealth Management, LLC 0 -100.00 0
2025-04-15 13F Sanibel Captiva Trust Company, Inc. 0 -100.00 0
2025-07-14 13F E&G Advisors, LP 6,052 -5.47 816 -12.74
2025-08-07 13F BOK Financial Private Wealth, Inc. 0 -100.00 0
2025-08-13 13F My Purposeful Wealth Corp. 0 -100.00 0
2025-07-17 13F C2C Wealth Management, LLC 2,118 -4.03 285 -11.49
2025-05-01 13F Legacy Financial Group, Inc. 0 -100.00 0
2025-08-13 13F SCS Capital Management LLC 9,482 -54.95 1,278 -58.41
2025-07-15 13F Aspire Capital Advisors LLC 3,850 -88.84 519 -89.72
2025-08-14 13F Prelude Capital Management, Llc Put 0 -100.00 0
2025-08-18 13F/A Hudson Bay Capital Management LP Put 0 -100.00 0 -100.00
2025-08-13 13F GeoWealth Management, LLC 30,052 -10.27 4,051 -17.16
2025-07-30 13F LGT Financial Advisors LLC 113 -8.87 15 -16.67
2025-08-11 13F Anderson Financial Strategies, LLC 0 -100.00 0
2025-07-29 13F Dumont & Blake Investment Advisors Llc 5,038 -1.58 679 -9.10
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 0 -100.00 0
2025-08-25 NP KOOL - North Shore Equity Rotation ETF 14,789 -27.64 1,993 -33.21
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 201 -3.37 27 -10.00
2025-05-08 13F Menard Financial Group LLC 0 -100.00 0
2025-08-13 13F Denver Wealth Management, Inc. 3,541 -90.89 477 -91.60
2025-08-06 13F OneAscent Family Office, LLC 1,892 -32.55 0
2025-07-15 13F Mather Group, Llc. 0 -100.00 0
2025-07-10 13F Burns J W & Co Inc/ny 2,878 -19.13 388 -25.43
2025-08-13 13F Continuum Advisory, LLC 0 -100.00 0
2025-07-23 13F Laraway Financial Inc 23,470 -3.50 3,164 -10.93
2025-08-06 13F Legacy Wealth Managment, LLC/ID 66 -48.84 9 -55.56
2025-08-14 13F Prelude Capital Management, Llc 0 -100.00 0
2025-07-22 13F Hickory Asset Management, Inc. 0 -100.00 0
2025-07-24 13F Us Bancorp \de\ 421,450 -6.23 56,807 -13.43
2025-08-14 13F Welch Capital Partners Llc/ny 62,041 -2.27 8 -11.11
2025-07-31 13F Oppenheimer Asset Management Inc. 108,034 -1.08 14,562 -8.69
2025-05-14 13F JT Stratford LLC 0 -100.00 0
2025-08-05 13F Freestone Capital Holdings, LLC 1,504 -81.70 203 -83.17
2025-08-05 13F Magnolia Capital Advisors Llc 2,647 -6.40 357 -13.59
2025-08-07 13F Brio Consultants, LLC 0 -100.00 0 -100.00
2025-04-29 13F Core Alternative Capital 0 -100.00 0
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 10,236 -13.54 1,380 -20.20
2025-07-14 13F Golden State Equity Partners 0 -100.00 0
2025-08-06 13F Bensler, LLC 0 -100.00 0
2025-07-17 13F Janney Montgomery Scott LLC 3,289,584 -4.73 443 -12.10
2025-08-07 13F Greystone Financial Group, LLC 0 -100.00 0
2025-08-11 13F Bulltick Wealth Management, LLC 16,261 -0.18 2,192 -7.86
2025-05-15 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0 -100.00 0
2025-08-12 13F XTX Topco Ltd 5,200 -68.28 701 -70.75
2025-07-16 13F Dakota Wealth Management 95,123 -2.29 12,822 -9.80
2025-05-15 13F Cullen Capital Management, LLC 4,815 -97.95 703 -97.82
2025-05-09 13F Beta Wealth Group, Inc. 0 -100.00 0
2025-07-17 13F CWA Asset Management Group, LLC 11,498 -4.44 1,550 -11.79
2025-07-16 13F Brave Asset Management Inc 84,944 -0.29 11,470 -7.79
2025-07-07 13F Park Edge Advisors, LLC 0 -100.00 0
2025-08-20 13F/A Thompson Davis & Co., Inc. 2,285 -7.97 308 -15.19
2025-04-15 13F Curated Wealth Partners LLC 0 -100.00 0
2025-07-15 13F Harrell Investment Partners, Llc 29,939 -57.57 4,036 -60.83
2025-07-15 13F Shulman DeMeo Asset Management LLC 1,647 -3.40 222 -10.48
2025-05-09 13F Allianz Se 0 -100.00 0 -100.00
2025-07-21 13F Wallington Asset Management, LLC 2,683 -4.28 362 -11.74
2025-08-13 13F GM Advisory Group, Inc. 4,558 -7.75 614 -14.84
2025-08-22 NP BEARX - Federated Prudent Bear Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. 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 Short -3,000 -404
2025-07-25 13F Apollon Wealth Management, LLC 14,896 -4.01 2,008 -11.39
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 5,887 -0.12 1
2025-07-15 13F Bfsg, Llc 27,109 -2.01 3,654 -9.56
2025-07-29 13F Lyell Wealth Management, Lp 35,621 -2.84 4,801 -10.30
2025-08-13 13F Smith, Moore & Co. 8,126 -16.40 1,095 -22.83
2025-08-14 13F Transamerica Financial Advisors, Inc. 20,115 -0.70 2,711 135,450.00
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 104,178 -55.48 14,042 -58.90
2025-08-14 13F Luxor Capital Group, LP Put 0 -100.00 0
2025-07-11 13F Thomasville National Bank 9,725 -0.21 1,311 -7.88
2025-07-29 13F Stratos Wealth Advisors, LLC 18,435 -3.39 2,485 -10.84
2025-07-25 13F Sequoia Financial Advisors, LLC 27,931 -13.78 3,765 -20.42
2025-05-06 13F Innova Wealth Partners 0 -100.00 0
2025-07-30 13F Caliber Wealth Management, LLC / KS 0 -100.00 0
2025-05-14 13F B&D White Capital Company, LLC 0 -100.00 0
2025-08-11 13F Avantax Planning Partners, Inc. 1,644 -12.60 222 -19.34
2025-07-01 13F Harbor Investment Advisory, Llc 3,452 -34.22 465 -39.30
2025-07-15 13F LVZ Advisors, Inc. 0 -100.00 0
2025-08-13 13F Cresset Asset Management, LLC 29,748 -64.47 4,010 -67.20
2025-08-13 13F Correct Capital Wealth Management 1,670 -47.65 225 -51.61
2025-07-16 13F Signaturefd, Llc 1,960 -3.45 264 -10.81
2025-08-11 13F United Advisor Group, LLC 2,905 -31.06 392 -36.42
2025-07-25 13F Riverpoint Wealth Management Holdings, LLC 27,209 -20.07 3,667 -26.20
2025-08-14 13F SummitTX Capital, L.P. 0 -100.00 0
2025-07-30 13F Wbh Advisory Inc 76,805 -11.24 10,353 -18.06
2025-08-06 13F Hallmark Capital Management Inc 2,351 -93.02 317 -93.57
2025-08-11 13F Lowe Brockenbrough & Co Inc 72,057 -6.93 9,713 -14.08
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 321,458 -3.84 43,329 -11.23
2025-07-21 13F Ashton Thomas Securities, Llc 11,612 -5.44 1,565 -12.72
2025-08-08 13F Meridian Wealth Management, LLC 27,031 -2.39 3,643 -9.85
2025-08-26 13F/A Thrivent Financial For Lutherans 29,120 -68.00 4 -76.92
2025-08-13 13F Baker Avenue Asset Management, LP 11,995 -4.06 1,617 -11.45
2025-07-10 13F Shira Ridge Wealth Management 4,965 -49.51 669 -53.38
2025-07-14 13F Abound Wealth Management 62 -1.59 8 -11.11
2025-08-13 13F West Chester Capital Advisors, Inc 14,258 -0.17 1,922 -7.87
2025-07-24 13F Cyndeo Wealth Partners, LLC 0 -100.00 0
2025-08-08 13F Firestone Capital Management 0 -100.00 0
2025-07-10 13F HWG Holdings LP 0 -100.00 0
2025-07-03 13F TrueWealth Advisors, LLC 2,351 -14.63 317 -21.39
2025-08-14 13F Susquehanna International Group, Llp Call 1,963,500 -2.38 264,660 -9.88
2025-08-05 13F Arrowroot Family Office, LLC 4,713 -5.98 635 -7.84
2025-08-18 13F Castleark Management Llc 0 -100.00 0
2025-07-17 13F HB Wealth Management, LLC 16,758 -28.43 2,259 -33.94
2025-07-31 13F Ingalls & Snyder Llc 8,816 -1.64 1 0.00
2025-05-16 13F Bell Investment Advisors, Inc 0 -100.00 0
2025-08-11 13F Alteri Wealth LLC 1,898 -16.17 256 -22.73
2025-04-29 13F Palisade Capital Management Llc/nj 0 -100.00 0
2025-08-15 13F Northeast Financial Consultants Inc 24,337 -15.38 3,280 -21.89
2025-05-01 13F Rational Advisors Llc 0 -100.00 0
2025-08-13 13F Bank Of Nova Scotia 17,519 -96.87 2,361 -97.11
2025-08-14 13F Point72 Asset Management, L.P. Put 22,700 -22.53 3,060 -28.49
2025-07-23 13F WestEnd Advisors, LLC 2,624,490 -4.59 353,759 -11.92
2025-07-22 13F Acute Investment Advisory, Llc 0 -100.00 0
2025-08-14 13F Point72 Asset Management, L.P. Call 30,800 -10.47 4,152 -17.34
2025-07-10 13F Wedmont Private Capital 3,903 -13.73 529 -14.70
2025-07-09 13F Camelot Technology Advisors, Inc. 6,488 -2.13 875 -9.62
2025-08-13 13F Raab & Moskowitz Asset Management LLC 2,603 -5.03 351 -12.50
2025-07-18 13F Parsons Capital Management Inc/ri 2,905 -14.48 391 -21.01
2025-07-29 13F Private Trust Co Na 9,143 -7.03 1,232 -14.15
2025-08-06 13F ZEGA Investments, LLC 1,530 -90.88 206 -91.59
2025-07-25 13F Keener Financial Planning LLC 0 -100.00 0
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 1,000,000 -31.51 134,790 -36.77
2025-08-14 13F Wharton Business Group, LLC 233,483 -1.02 32 -8.82
2025-07-11 13F Diversified Trust Co 0 -100.00 0
2025-05-16 13F Coordinated Financial Services, Inc./CO 5,863 -3.33 856 -3.17
2025-07-16 13F Perigon Wealth Management, LLC 109,505 -0.73 14,760 -8.36
2025-05-15 13F Comprehensive Financial Consultants Institutional, Inc. 0 -100.00 0
2025-08-14 13F Talisman Wealth Advisors LLC 6,185 -0.88 834 -8.56
2025-07-21 13F River Street Advisors LLC 2,267 -22.68 306 -28.74
2025-07-29 13F Sigma Investment Counselors Inc 3,298 -41.91 444 -46.38
2025-08-13 13F Financial & Tax Architects, LLC 0 -100.00 0 -100.00
2025-05-09 13F Delta Financial Group, Inc. 3,788 -0.03 1
2025-07-22 13F Berkshire Money Management, Inc. 5,634 -8.55 759 -15.57
2025-07-08 13F First International Bank & Trust 2,452 -69.45 331 -71.82
2025-08-11 13F Strategic Wealth Partners, Ltd. 3,233 -39.75 436 -44.59
2025-08-14 13F Capstone Investment Advisors, Llc 0 -100.00 0
2025-07-21 13F Ameriflex Group, Inc. 2,790 -8.28 374 -15.77
2025-08-06 13F Stone House Investment Management, LLC 839 -54.13 113 -57.68
2025-08-15 13F Global View Capital Management LLC 1,872 -89.97 252 -90.75
2025-05-13 13F Ci Investments Inc. 0 -100.00 0
2025-07-22 13F Kickstand Ventures, Llc. 0 -100.00 0
2025-07-21 13F Crews Bank & Trust 15,291 -4.40 2,061 -11.73
2025-08-13 13F Walleye Capital LLC Call 0 -100.00 0 -100.00
2025-08-01 13F Envestnet Asset Management Inc 5,805,498 -10.34 782,523 -17.23
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 -100.00 0
2025-08-04 13F Grant Street Asset Management, Inc. 3,642 -13.43 491 -20.20
2025-08-05 13F Mission Wealth Management, Lp 5,474 -0.94 738 -8.56
2025-08-13 13F Walleye Capital LLC 0 -100.00 0 -100.00
2025-04-21 13F Greenup Street Wealth Management Llc 0 -100.00 0
2025-08-11 13F Aptus Capital Advisors, LLC 6,931 -33.07 934 -38.23
2025-08-11 13F Bellwether Advisors, LLC 211 -99.82 28 -99.83
2025-05-15 13F Graham Capital Management, L.P. 0 -100.00 0
2025-04-15 13F Accurate Wealth Management, LLC 0 -100.00 0
2025-08-06 13F Adviser Investments LLC 8,202 -0.49 1,106 -8.15
2025-05-15 13F Woodline Partners LP 0 -100.00 0
2025-07-23 13F Meitav Dash Investments Ltd 1,047,929 -46.60 141,296 -50.66
2025-07-15 13F SJS Investment Consulting Inc. 11 -78.43 1 -85.71
2025-07-28 NP GGM - GGM Macro Alignment ETF 26,407 -1.89 3,503 -17.23
2025-07-28 13F Kiker Wealth Management, LLC 0 -100.00 0
2025-07-22 13F IMC-Chicago, LLC 27,580 -49.60 3,718 -53.48
2025-08-06 13F Yelin Lapidot Holdings Management Ltd. 8,540 -95.12 1,151 -95.50
2025-08-08 13F WealthTrust Asset Management, LLC 1,496 -10.90 202 -17.96
2025-06-26 NP SSUS - Day Hagan/Ned Davis Research Smart Sector ETF 302,431 -16.53 42,482 -20.17
2025-07-03 13F Collective Family Office Llc 0 -100.00 0
2025-05-15 13F Graham Capital Management, L.P. Call 0 -100.00 0
2025-05-05 13F Berkeley Capital Partners, LLC 0 -100.00 0
2025-08-07 13F Runnymede Capital Advisors, Inc. 0 -100.00 0
2025-08-12 13F Farmers National Bank 1,669 -13.07 225 -20.00
2025-07-28 13F Twin Tree Management, LP 57,752 -76.61 7,784 -78.41
2025-07-02 13F Crumly & Associates Inc. 9,159 -10.74 1,235 -17.62
2025-07-18 13F Vigilare Wealth Management 1,741 -37.24 235 -42.08
2025-08-14 13F Brevan Howard Capital Management LP Put 267,100 -78.59 36,002 -80.23
2025-07-15 13F World Equity Group, Inc. 0 -100.00 0
2025-08-12 13F Summit Global Investments 0 -100.00 0
2025-07-28 13F Patten & Patten Inc/tn 44,319 -2.10 5,974 -9.62
2025-08-12 13F Strategic Advisors LLC 4,127 -5.95 556 -13.12
2025-07-29 13F Koshinski Asset Management, Inc. 13,525 -26.26 1,823 -31.94
2025-07-28 13F Twin Tree Management, LP Put 1,968,600 -43.75 265,348 -48.07
2025-05-13 13F TriaGen Wealth Management LLC 0 -100.00 0
2025-07-14 13F Southland Equity Partners LLC 0 -100.00 0
2025-07-22 13F Belpointe Asset Management LLC 24,752 -5.95 3,336 -13.15
2025-07-23 13F True Vision MN LLC 5,357 -3.06 722 -10.42
2025-07-22 13F Measured Risk Portfolios, Inc. 2,204 -6.61 297 -13.66
2025-07-23 13F Steel Peak Wealth Management LLC 12,341 -17.53 1,663 -23.89
2025-07-11 13F Seacrest Wealth Management, Llc 3,585 -2.58 483 -10.06
2025-04-29 13F Element Wealth, LLC 0 -100.00 0
2025-08-04 13F IFG Advisory, LLC 24,535 -3.83 3,307 -11.20
2025-08-14 13F Silvercrest Asset Management Group Llc 1,892 -15.61 255 -22.02
2025-07-30 13F Sterling Investment Management, Inc. 2,369 -3.50 319 -10.89
2025-04-15 13F Greenwood Capital Associates Llc 0 -100.00 0
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 23,860 -0.41 3,216 -8.06
2025-07-24 13F Jfs Wealth Advisors, Llc 18,943 -5.05 2,553 -12.33
2025-07-15 13F Sheets Smith Wealth Management 2,750 -0.22 371 -7.96
2025-08-13 13F Vertex Planning Partners, LLC 2,936 -20.69 396 -26.85
2025-08-04 13F UNIVEST FINANCIAL Corp 7,759 -77.97 1,046 -79.68
2025-08-08 13F Atlantic Trust, LLC 31 -99.72 4 -99.75
2025-08-14 13F BTG Pactual Asset Management US LLC 76,939 -1.13 10,371 -8.73
2025-08-13 13F Northwestern Mutual Wealth Management Co 15,276 -2.33 2,059 -9.81
2025-08-12 13F Global Retirement Partners, LLC 24,765 -13.55 3,338 -15.28
2025-08-05 13F Ring Mountain Capital, LLC 5,974 -18.52 788 -26.45
2025-05-13 13F Bulltick Wealth Management, LLC Call 0 -100.00 0 -100.00
2025-08-01 13F Gwn Securities Inc. 4,730 -60.00 639 -59.06
2025-07-15 13F Kagan Cocozza Asset Management 6,175 -0.52 832 -8.17
2025-05-14 13F Harbert Fund Advisors, Inc. Call 0 -100.00 0 -100.00
2025-07-07 13F Trust Co 18,359 -16.47 2,475 -22.90
2025-08-12 13F Allen Capital Group, LLC 3,748 -8.34 505 -15.41
2025-07-07 13F Modus Advisors, LLC 41,041 -2.37 5,532 -9.87
2025-08-06 13F Simmons Bank 40,153 -1.89 5,412 -9.42
2025-04-17 13F Montecito Bank & Trust 13,745 -9.14 2,007 -3.60
2025-08-06 13F Commonwealth Equity Services, Llc 668,296 -2.86 90 -10.00
2025-08-14 13F BlueCrest Capital Management Ltd 8,636 -50.00 1,164 -53.83
2025-07-17 13F Legacy Wealth Management, Inc 0 -100.00 0
2025-04-15 13F Thompson Investment Management, Inc. 0 -100.00 0
2025-07-16 13F/A CX Institutional 9,777 -47.85 1 -50.00
2025-08-07 13F Marathon Trading Investment Management LLC 0 -100.00 0
2025-08-14 13F Smartleaf Asset Management LLC 933 -24.02 125 -29.94
2025-08-05 13F Wellington Shields & Co., LLC 0 -100.00 0
2025-08-11 13F GKV Capital Management Co., Inc. 0 -100.00 0 -100.00
2025-07-21 13F Precedent Wealth Partners, Llc 0 -100.00 0
2025-07-21 13F Grassi Investment Management 17,713 -7.66 2 0.00
2025-07-23 13F High Note Wealth, LLC 74,199 -2.63 10,001 -10.11
2025-08-14 13F Visionary Wealth Advisors 6,210 -0.58 837 -8.22
2025-08-01 13F Bolthouse Investments, LLC 3,754 -28.55 506 -34.03
2025-07-28 13F SFG Wealth Management, LLC. 72,973 -5.86 9,836 -13.10
2025-05-15 13F Benchmark Investment Advisors LLC 1,470 -15.66 215 -10.46
2025-07-15 13F Focused Wealth Management, Inc 2,709 -8.01 365 -15.12
2025-08-11 13F Root Financial Partners, LLC 0 -100.00 0
2025-08-13 13F Provida Pension Fund Administrator 0 -100.00 0 -100.00
2025-07-09 13F Reyes Financial Architecture, Inc. 0 -100.00 0
2025-07-29 13F BKM Wealth Management, LLC 0 -100.00 0 -100.00
2025-04-15 13F Axecap Investments, LLC 0 -100.00 0
2025-07-31 13F Waldron Private Wealth LLC 10,747 -15.27 1,449 -21.77
2025-08-07 13F Donaldson Capital Management, Llc 2,625 -13.37 354 -20.14
2025-08-13 13F Flow Traders U.s. Llc 0 -100.00 0
2025-07-17 13F Global Trust Asset Management, LLC 0 -100.00 0
2025-08-13 13F Brown Advisory Inc 12,938 -2.61 1,744 -10.11
2025-08-14 13F Integrated Wealth Concepts LLC 66,164 -6.51 8,918 -13.69
2025-08-14 13F Macquarie Group Ltd 0 -100.00 0 -100.00
2025-05-14 13F Walleye Trading LLC 0 -100.00 0 -100.00
2025-07-30 13F First Interstate Bank 121,823 -1.18 16,421 -8.78
2025-08-07 13F Atala Financial Inc 0 -100.00 0
2025-08-14 13F Royal Bank Of Canada 2,769,449 -11.26 373,294 -18.08
2025-07-24 13F Stonebridge Financial Group, LLC 0 -100.00 0
2025-05-01 13F Harmony Asset Management Llc 0 -100.00 0 -100.00
2025-07-16 13F Embree Financial Group 35,334 -19.46 4,763 -25.65
2025-08-14 13F Bank of Marin 20,068 -0.45 2,705 -8.12
2025-08-07 13F Nwam Llc 13,944 -42.12 1,871 -46.80
2025-08-11 13F Advisor Resource Council 3,947 -94.25 532 -94.39
2025-08-05 13F Sebold Capital Management, Inc. 1,550 -8.66 209 -15.79
2025-08-14 13F Boston Private Wealth Llc 4,338 -19.28 585 -25.51
2025-08-06 13F Penserra Capital Management LLC 0 -100.00 0
2025-08-05 13F Sigma Planning Corp 46,084 -22.72 6,212 -28.66
2025-08-14 13F Vivaldi Capital Management, LLC 5,640 -18.39 760 -24.68
2025-08-22 NP Cornerstone Strategic Value Fund Inc 13,400 -38.81 1,806 -43.51
2025-08-12 13F Vestor Capital, Llc 1,978 -99.09 1 -100.00
2025-08-18 13F Pacific Center for Financial Services 5,697 -1.83 768 -9.45
2025-08-05 13F Cassaday & Co Wealth Management LLC 6,228 -0.80 839 -8.41
2025-08-14 13F NCP Inc. 0 -100.00 0
2025-07-22 13F Apexium Financial, Lp 36,402 -15.56 4,907 -22.05
2025-08-11 13F NewEdge Wealth, LLC 17,036 -0.22 2,198 -11.84
2025-07-31 13F Conservest Capital Advisors, Inc. 490,691 -2.68 66,140 -10.15
2025-08-14 13F Millennium Management Llc Put 1,587,500 -20.83 213,979 -26.91
2025-08-14 13F Millennium Management Llc Call 353,300 -49.54 47,621 -53.41
2025-05-15 13F Winton Capital Group Ltd 0 -100.00 0 -100.00
2025-08-12 13F New Republic Capital, LLC 0 -100.00 0
2025-08-14 13F Quantinno Capital Management LP 36,098 -7.71 4,866 -14.81
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 36,427 -7.28 4,910 -14.40
2025-07-08 13F Silverleafe Capital Partners, LLC 57,217 -25.97 7,712 -31.66
2025-07-08 13F Moulton Wealth Management, Inc 11,437 -47.61 1,550 -51.40
2025-08-13 13F Berbice Capital Management LLC 0 -100.00 0
2025-08-13 13F Townsquare Capital Llc 0 -100.00 0
2025-08-14 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 127,905 -4.54 17,240 -11.87
2025-07-21 13F Old Second National Bank Of Aurora 100 -45.95 13 -51.85
2025-05-06 13F Strategic Financial Partners, Ltd. 0 -100.00 0
2025-07-18 13F Clarity Financial LLC 143,717 -12.25 19,372 -18.99
2025-08-12 13F Tocqueville Asset Management L.p. 68,252 -5.52 9,200 -12.78
2025-08-12 13F Pathstone Holdings, LLC 66,181 -52.89 8,921 -56.51
2025-03-20 NP TDSB - Cabana Target Drawdown 7 ETF 27,200 -9.81 3,995 -9.82
2025-05-15 13F Point72 (DIFC) Ltd 0 -100.00 0 -100.00
2025-04-23 13F Mascagni Wealth Management, Inc. 0 -100.00 0 -100.00
2025-07-30 13F Rehmann Capital Advisory Group 16,273 -6.90 2,194 -14.07
2025-07-16 13F MontVue Capital Management, Inc. 21,048 -2.28 2,837 -9.79
2025-04-30 13F Sofos Investments, Inc. 255 -30.89 37 -30.19
2025-07-30 NP EMPB - Efficient Market Portfolio Plus ETF 4,740 -12.85 629 -22.47
2025-05-08 13F Clearwater Capital Advisors, LLC 0 -100.00 0 -100.00
2025-08-04 13F Spire Wealth Management 148,125 -19.44 19,916 -25.81
2025-03-20 NP CLSM - Cabana Target Leading Sector Moderate ETF 144,744 -52.30 21,259 -52.30
2025-08-01 13F Transcend Wealth Collective, Llc 50,056 -2.80 6,747 -10.27
2025-05-16 13F AAFCPAs Wealth Management, LLC 0 -100.00 0 -100.00
2025-08-13 13F Mount Yale Investment Advisors, LLC 23,562 -6.46 3,176 -13.65
2025-07-09 13F WealthCare Investment Partners, LLC 26,186 -5.64 3,548 -3.56
2025-08-04 13F Kovack Advisors, Inc. 18,853 -12.05 2,541 -18.79
2025-08-06 13F Richard Bernstein Advisors LLC 7 -87.50 1 -100.00
2025-07-23 13F Peak Financial Management, Inc. 4,085 -12.64 551 -19.35
2025-04-11 13F Permanent Capital Management, LP 0 -100.00 0
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,434 -18.24 328 -24.42
2025-08-14 13F Riggs Asset Managment Co. Inc. 474 -98.63 64 -98.76
2025-04-16 13F Private Wealth Group, LLC 0 -100.00 0
2025-08-14 13F Glen Eagle Advisors, LLC 4,444 -1.99 599 -9.52
2025-07-09 13F Dynamic Advisor Solutions LLC 19,061 -13.53 2,569 -20.17
2025-08-01 13F First Command Advisory Services, Inc. 1,971 -1.00 266 -8.62
2025-07-24 13F Robertson Stephens Wealth Management, LLC 36,074 -61.32 4,862 -64.30
2025-07-14 13F Toth Financial Advisory Corp 35,756 -44.07 4,820 -48.37
2025-08-06 13F Wsfs Capital Management, Llc 4,875 -59.25 657 -62.37
2025-07-10 13F Charter Oak Capital Management, LLC 0 -100.00 0
2025-08-14 13F Private Capital Management, LLC 3,528 -1.15 476 -8.83
2025-07-29 13F Signature Estate & Investment Advisors Llc 347,495 -4.79 46,839 -12.11
2025-07-11 13F Annex Advisory Services, LLC 47,705 -2.42 6,430 -9.91
2025-07-22 13F/A Kingstone Capital Partners Texas, LLC 2,791 -78.04 377 -79.69
2025-08-11 13F Rockbridge Investment Management, LCC 1,809 -15.39 244 -22.12
2025-04-22 13F First American Bank 0 -100.00 0
2025-07-15 13F BCS Wealth Management 4,010 -1.72 1
2025-07-07 13F Trust Co Of Oklahoma 1,933 -20.02 261 -26.14
2025-07-07 13F Nova Wealth Management, Inc. 5,200 -4.69 701 -12.06
2025-08-05 13F Tiaa Trust, National Association 19,101 -13.17 2,575 -19.86
2025-08-12 13F Integrated Advisors Network LLC 68,537 -5.85 9,238 -13.09
2025-07-25 13F Allspring Global Investments Holdings, LLC 214 -27.21 29 -30.95
2025-07-16 13F Cahaba Wealth Management, Inc. 1,842 -25.24 248 -30.92
2025-07-31 13F Wealthfront Advisers Llc 27,696 -2.74 3,733 -10.20
2025-06-27 NP HTDAX - Hanlon Tactical Dividend and Momentum Fund Class A Shares 63,886 -3.67 8,974 -7.86
2025-08-14 13F IPG Investment Advisors LLC 0 -100.00 0
2025-08-13 13F JBR Co Financial Management Inc 3,665 -8.76 494 -15.70
2025-07-30 13F Retirement Planning Group 11,119 -16.48 1,499 -22.90
2025-07-31 13F Sentinel Trust Co Lba 24,425 -1.59 3 0.00
2025-08-12 13F Insigneo Advisory Services, Llc 17,118 -6.63 2,307 -13.79
2025-07-02 13F Doliver Advisors, Lp 2,979 -0.53 402 -8.24
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7,271 -16.00 980 -21.60
2025-04-16 13F West Branch Capital LLC 0 -100.00 0
2025-08-01 13F Financial Counselors Inc 0 -100.00 0
2025-08-11 13F Regal Investment Advisors LLC 13,779 -13.65 1,857 -20.30
2025-05-14 13F One River Asset Management, LLC Put 0 -100.00 0 -100.00
2025-07-31 13F Buckingham Strategic Partners 3,657 -19.77 493 -26.02
2025-04-22 13F Synergy Financial Management, LLC 0 -100.00 0
2025-05-14 13F One River Asset Management, LLC 0 -100.00 0 -100.00
2025-08-18 13F Second Line Capital, LLC 2,389 -3.44 322 -11.08
2025-05-14 13F One River Asset Management, LLC Call 0 -100.00 0 -100.00
2025-05-13 13F AdvisorShares Investments LLC 0 -100.00 0
2025-08-14 13F Keebeck Wealth Management, LLC 54,223 -3.33 7,309 -10.76
2025-07-23 13F Capital Management Associates, Inc 0 -100.00 0
2025-07-17 13F Smith, Salley & Associates 8,995 -0.78 1,212 -8.39
2025-08-28 NP SDRAX - Swan Defined Risk Fund Class A Shares 143,226 -14.31 19,305 -20.89
2025-08-13 13F ExodusPoint Capital Management, LP Call 0 -100.00 0
2025-07-08 13F Adamsbrown Wealth Consultants Llc 11,321 -17.20 1,526 -23.60
2025-07-17 13F Capital Insight Partners, Llc 60,596 -7.15 8,168 -14.29
2025-08-08 13F Wealth Quarterback LLC 1,758 -21.27 237 -27.61
2025-07-22 13F Berger Financial Group, Inc 15,029 -7.06 2,026 -14.23
2025-08-06 13F Modera Wealth Management, LLC 3,446 -3.74 465 -11.11
2025-07-23 13F Castle Rock Wealth Management, LLC 1,807 -10.01 238 -17.99
2025-07-24 13F Total Wealth Planning & Management, Inc. 2,774 -35.96 374 -40.98
2025-08-05 13F Garrison Bradford & Associates Inc 0 -100.00 0
2025-05-08 13F Cordatus Wealth Management LLC 0 -100.00 0
2025-07-22 13F MBL Wealth, LLC 0 -100.00 0
2025-07-15 13F Attessa Capital LLC 0 -100.00 0
2025-07-17 13F Flywheel Private Wealth LLC 8,624 -4.26 1,162 -11.63
2025-08-14 13F MidWestOne Financial Group, Inc. 0 -100.00 0
2025-08-11 13F Cladis Investment Advisory, LLC 7,345 -1.34 990 -8.92
2025-08-07 13F Traynor Capital Management, Inc. 1,988 -9.14 272 -15.05
2025-08-13 13F Rinkey Investments 0 -100.00 0
2025-07-23 13F Charter Trust Co 135,510 -4.27 18,265 -11.63
2025-04-25 13F Benchmark Financial Wealth Advisors, LLC 0 -100.00 0
2025-07-21 13F Ameritas Advisory Services, LLC 14,628 -31.00 1,972 -33.93
2025-04-14 13F Wealthcare Capital Partners, LLC 0 -100.00 0
2025-08-08 13F Symphony Financial Services, Inc. 1,804 -22.24 243 -28.40
2025-04-29 13F CoreFirst Bank & Trust 0 -100.00 0
2025-07-18 13F Astor Investment Management LLC 0 -100.00 0
2025-08-14 13F PFM Health Sciences, LP Call 0 -100.00 0
2025-05-08 13F Waterway Wealth Management, LLC 0 -100.00 0
2025-07-21 13F Quattro Financial Advisors Llc 13,556 -9.25 1,827 -16.23
2025-07-31 13F Brighton Jones Llc 10,556 -4.12 1,423 -11.51
2025-08-01 13F GoalVest Advisory LLC 0 -100.00 0
2025-07-10 13F Clare Market Investments LLC 3,687 -33.39 497 -38.49
2025-07-08 13F Boltwood Capital Management 18,017 -0.77 2,428 -8.38
2025-08-07 13F Fonville Wealth Management LLC 0 -100.00 0
2025-08-14 13F Syon Capital Llc 29,823 -48.62 4,020 -52.57
2025-05-14 13F HAP Trading, LLC Put 0 -100.00 0
2025-08-12 13F Waterloo Capital, L.P. 4,214 -14.14 568 -20.81
2025-08-12 13F Financial Advocates Investment Management 15,940 -21.86 2,149 -27.87
2025-05-14 13F HAP Trading, LLC Call 0 -100.00 0
2025-07-09 13F Northwest & Ethical Investments L.P. 0 -100.00 0 -100.00
2025-08-08 13F Pnc Financial Services Group, Inc. 259,554 -2.63 34,985 -10.11
2025-05-15 13F Fortress Private Ledger, Llc 0 -100.00 0
2025-07-10 13F Secure Asset Management, LLC 0 -100.00 0
2025-08-12 13F Wealthbridge Capital Management, Llc 8,852 -7.93 1,193 -14.97
2025-08-12 13F Guerra Advisors Inc 0 -100.00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 34,139 -77.32 4,602 -79.06
2025-08-13 13F Blue Fin Capital, Inc. 0 -100.00 0
2025-04-28 13F LFA - Lugano Financial Advisors SA 0 -100.00 0
2025-08-13 13F Walleye Trading LLC Put 65,700 -49.11 8,856 -53.02
2025-08-15 13F Manhattan West Asset Management, LLC 8,470 -48.09 1,142 -52.10
2025-08-26 13F Claris Financial LLC 1,494 -20.78 201 -22.39
2025-08-14 13F Barnett & Company, Inc. 0 -100.00 0
2025-07-23 13F HTG Investment Advisors, Inc. 0 -100.00 0
2025-08-12 13F Putnam Fl Investment Management Co 2,903 -15.32 391 -21.80
2025-07-24 13F Gilliland Jeter Wealth Management LLC 4,423 -0.63 596 -8.17
2025-08-18 13F/A Nomura Holdings Inc Put 0 -100.00 0 -100.00
2025-08-06 13F Financial Advisory Corp /ut/ /adv 8,074 -0.26 1 0.00
2025-08-14 13F Wells Fargo & Company/mn 5,675,064 -2.76 764,942 -10.23
2025-07-24 13F Bernard Wealth Management Corp. 1,040 -5.80 140 -13.04
2025-08-14 13F Wells Fargo & Company/mn Put 25,000 -93.75 3,370 -94.23
2025-08-18 13F Geneos Wealth Management Inc. 8,633 -59.98 1,164 -63.07
2025-05-22 13F Mattson Financial Services, LLC 0 -100.00 0
2025-07-24 13F MSH Capital Advisors LLC 12,839 -0.20 1,731 -7.88
2025-07-23 13F Joel Isaacson & Co., LLC 0 -100.00 0
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100.00 0
2025-08-01 13F Schmidt P J Investment Management Inc 3,850 -26.55 519 -32.29
2025-07-30 13F Roman Butler Fullerton & Co 8,744 -9.71 1,193 -10.50
2025-08-06 13F Stonebridge Financial Planning Group, LLC 15,280 -11.29 2,060 -18.10
2025-08-12 13F Iyo Bank, Ltd. 2,285 -91.66 308 -92.33
2025-07-23 NP FAAAX - Franklin K2 Alternative Strategies Fund Class A Short -15,483 -59.06 -2,054 -63.55
2025-08-01 13F Oversea-Chinese Banking CORP Ltd 20,374 -0.40 2,746 -8.04
2025-07-23 13F Trueblood Wealth Management, LLC 0 -100.00 0
2025-08-06 13F Vantage Financial Partners, LLC 10,003 -0.17 1,348 -7.80
2025-08-13 13F Saiph Capital, LLC 5,038 -34.07 679 -39.10
2025-04-23 13F Financial Life Planners 0 -100.00 0
2025-08-13 13F Kuhn & Co Investment Counsel 1,823 -0.55 246 -8.24
2025-05-12 13F Capital Planning Advisors, LLC 0 -100.00 0
2025-08-07 13F Kestra Private Wealth Services, Llc 29,953 -14.82 4,037 -21.37
2025-08-01 13F Private Wealth Partners, LLC 2,830 -6.75 381 -14.00
2025-07-28 13F Founders Grove Wealth Partners, Llc 12,760 -10.12 1,720 -17.04
2025-04-23 13F Chung Wu Investment Group, LLC 0 -100.00 0
2025-07-30 13F Granite Harbor Advisors, Inc. 38,687 -1.20 5,215 -8.80
2025-08-08 13F United Asset Strategies, Inc. 19,456 -2.02 2,622 -9.56
2025-08-12 13F Claudia M.p. Batlle, Crp (r) Llc 0 -100.00 0
2025-08-12 13F Pettyjohn, Wood & White, Inc 5,504 -4.19 742 -11.58
2025-07-31 13F University Of Texas/texas Am Investment Managment Co 5,407 -1.60 729 -9.23
2025-07-29 13F Swan Global Investments, LLC 284,977 -8.17 38,412 -15.23
2025-08-06 13F Wedbush Securities Inc 17,275 -7.14 2 0.00
2025-07-29 13F Private Wealth Management Group, LLC 0 -100.00 0
2025-08-11 13F Wealthgarden F.s. Llc 5,706 -24.15 744 -32.24
2025-08-08 13F TD Capital Management LLC 1,185 -1.41 160 -9.14
2025-08-13 13F Orleans Capital Management Corp/la 4,080 -23.81 550 -29.71
2025-08-14 13F Tennessee Valley Asset Management Partners 0 -100.00 0
2025-05-09 13F North Ridge Wealth Advisors, Inc. 0 -100.00 0 -100.00
2025-05-14 13F Credit Agricole S A 7,115 -74.85 1,039 -73.33
2025-05-14 13F Credit Agricole S A Put 25,000 -70.59 3,650 -68.78
2025-07-24 13F Eastern Bank 3,398 -23.30 458 -29.10
2025-07-09 13F Sapient Capital Llc 3,713 -23.47 501 -29.38
2025-08-14 13F LM Advisors LLC 24,675 -7.47 3 0.00
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 17,735 -6.48 2,391 -13.69
2025-08-13 13F Rockport Wealth LLC 18,627 -53.77 2,511 -57.33
2025-07-23 13F Richardson Capital Management LLC 0 -100.00 0
2025-08-05 13F Dynasty Wealth Management, Llc 0 -100.00 0
2025-08-11 13F WPG Advisers, LLC 39 -56.67 5 -61.54
2025-07-30 13F Phoenix Holdings Ltd. 966,761 -29.11 130,308 -34.55
2025-08-27 13F/A Squarepoint Ops LLC Put 117,600 -87.20 15,851 -88.18
2025-07-18 13F Access Financial Services, Inc. 14,263 -3.55 1,922 -10.98
2025-07-28 13F Aries Wealth Management 4,894 -10.77 660 -17.62
2025-08-08 13F Empower Advisory Group, LLC 5,367 -4.23 723 -11.61
2025-08-08 13F Thoroughbred Financial Services, Llc 2,130 -24.09 0
2025-08-27 13F/A Squarepoint Ops LLC Call 180,800 -53.05 24,370 -56.66
2025-07-16 13F Magnus Financial Group LLC 36,374 -5.66 4,903 -12.92
2025-08-19 13F Asset Dedication, LLC 1,640 -1.74 221 -9.05
2025-08-05 13F Claro Advisors LLC 0 -100.00 0
2025-08-12 13F Deutsche Bank Ag\ 1,427 -28.18 192 -33.79
2025-08-13 13F Safe Harbor Fiduciary, LLC 2,945 -4.35 397 -11.80
2025-08-11 13F Cornerstone Planning Group LLC 617 -38.67 82 -40.44
2025-07-22 13F Valley National Advisers Inc 51 -10.53 0
2025-07-22 13F Chemung Canal Trust Co 47,590 -41.33 6,415 -45.84
2025-08-11 13F One Capital Management, LLC 3,205 -4.75 432 -12.02
2025-08-07 13F Legacy Advisors, LLC 0 -100.00 0
2025-07-22 13F Powell Investment Advisors, LLC 0 -100.00 0
2025-08-08 13F WASHINGTON TRUST Co 6,315 -33.80 851 -38.86
2025-08-18 13F Wolverine Trading, Llc 11,202 -4.91 1,500 -11.87
2025-07-22 13F Rockingstone Advisors LLC 23,324 -6.89 3,144 -14.06
2025-08-05 13F American Institute for Advanced Investment Management, LLP 10,671 -0.05 1,438 -7.70
2025-08-12 13F Jefferies Financial Group Inc. 5,864 -36.89 790 -41.74
2025-07-25 13F Concurrent Investment Advisors, LLC 125,071 -15.62 16,858 -22.10
2025-07-17 13F San Luis Wealth Advisors LLC 4,140 -2.08 1
2025-07-24 13F Blair William & Co/il 120,793 -1.66 16,282 -9.22
2025-08-04 13F BLB&B Advisors, LLC 3,345 -79.74 451 -81.33
2025-08-12 13F Osborne Partners Capital Management, Llc 0 -100.00 0
2025-07-23 13F Sachetta, LLC 0 -100.00 0
2025-08-14 13F Man Group plc 12 -89.74 2 -94.12
2025-08-14 13F Man Group plc Call 3,800 -64.15 512 -66.90
2025-08-14 13F Man Group plc Put 4,000 -75.61 539 -77.49
2025-04-30 13F Beverly Hills Private Wealth, LLC 0 -100.00 0
2025-07-31 13F Dodds Wealth, LLC 9,348 -3.86 1,260 -11.28
2025-04-28 13F Astoria Portfolio Advisors LLC. 0 -100.00 0
2025-07-23 13F Country Club Bank /gfn 5,072 -8.56 679 -15.23
2025-08-14 13F Main Street Financial Solutions, LLC 4,419 -13.08 596 -19.81
2025-08-27 13F Cypress Capital Advisors, LLC 0 -100.00 0
2025-07-23 13F Fortis Advisors, LLC 3,407 -12.57 459 -19.19
2025-08-05 13F Bank of New York Mellon Corp 33,733 -22.08 4,547 -28.07
2025-07-30 13F WESPAC Advisors SoCal, LLC 81,539 -21.54 10,991 -27.57
2025-08-14 13F Aberdeen Wealth Management LLC 7,121 -1.73 960 -9.27
2025-07-15 13F Traction Financial Partners, LLC 2,318 -17.01 312 -23.34
2025-07-10 13F Legacy Financial Strategies, LLC 10,110 -4.50 1,363 -11.84
2025-07-09 13F Channel Wealth Llc 3,060 -17.92 412 -24.26
2025-08-11 13F Platform Technology Partners 5,683 -0.12 766 -7.83
2025-07-15 13F Fifth Third Bancorp 136,099 -25.71 18,345 -31.42
2025-08-12 13F LPL Financial LLC 6,833,969 -1.46 921,151 -9.03
2025-08-14 13F West Coast Financial LLC 0 -100.00 0
2025-08-05 13F Seelaus Asset Management LLC 0 -100.00 0
2025-07-22 13F Miracle Mile Advisors, LLC 10,365 -95.42 1,397 -95.77
2025-08-11 13F Theory Financial Llc 0 -100.00 0
2025-07-22 13F Merit Financial Group, LLC 38,416 -17.67 5,178 -23.99
2025-05-12 13F Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 0 -100.00 0
2025-07-18 13F Union Bancaire Privee, UBP SA 3,313 -13.11 444 -19.60
2025-08-01 13F Solstein Capital, LLC 1,551 -33.12 209 -38.17
2025-07-28 13F Mutual Advisors, LLC 29,926 -15.33 4,084 -16.29
2025-08-25 13F Silverlake Wealth Management Llc 2,742 -46.39 370 -50.54
2025-08-04 13F Noesis Capital Mangement Corp 4,208 -2.14 567 -9.57
2025-08-18 13F/A Westwood Holdings Group Inc 37,795 -1.61 5,094 -9.17
2025-08-07 13F Pcg Asset Management, Llc 19,836 -0.97 2,674 -8.58
2025-07-17 13F Chatham Capital Group, Inc. 5,914 -11.92 797 -18.67
2025-07-28 13F Harbour Investments, Inc. 38,779 -11.96 5,227 -18.74
2025-08-08 13F W.H. Cornerstone Investments Inc. 0 -100.00 0
2025-07-09 13F Goelzer Investment Management, Inc. 3,476 -7.48 469 -14.60
2025-08-08 13F Avalon Trust Co 16,000 -4.16 2,157 -11.53
2025-08-07 13F Rollins Financial Advisors, LLC 0 -100.00 0
2025-05-15 13F Sonoma Private Wealth LLC 0 -100.00 0
2025-08-05 13F Mirae Asset Securities (usa) Inc. Put 0 -100.00 0
2025-08-05 13F Advisors Preferred, LLC 0 -100.00 0
2025-08-14 13F Point72 (DIFC) Ltd Call 10,500 -9.48 1,415 -16.42
2025-07-01 13F Private Client Services, Llc 2,218 -11.03 299 -18.13
2025-05-16 13F CTC Alternative Strategies, Ltd. 0 -100.00 0
2025-08-14 13F Bank Of America Corp /de/ 33,226,352 -2.62 4,478,580 -10.11
2025-05-14 13F REAP Financial Group, LLC 0 -100.00 0
2025-07-30 13F Castle Wealth Management Llc 2,552 -5.59 344 -12.94
2025-08-05 13F Mirae Asset Securities (usa) Inc. 0 -100.00 0
2025-07-31 13F Washington Trust Advisors, Inc. 577 -6.18 78 -13.48
2025-08-07 13F Summit X, LLC 4,027 -0.62 543 -8.29
2025-08-12 13F SRS Capital Advisors, Inc. 1,958 -3.97 264 -11.45
2025-08-13 13F ASB Consultores, LLC 1,827 -19.09 246 -25.23
2025-08-19 13F National Asset Management, Inc. 10,566 -85.74 1,424 -86.03
2025-08-11 13F HHM Wealth Advisors, LLC 1,071 -15.74 144 -22.16
2025-04-24 13F Bank Of Stockton 0 -100.00 0
2025-07-07 13F Teamwork Financial Advisors, LLC 4,066 -96.89 548 -97.13
2025-07-21 13F Sterling Investment Counsel, LLC 0 -100.00 0
2025-08-04 13F Pinnacle Associates Ltd 41,649 -6.95 5,614 -14.11
2025-08-07 13F Parkside Financial Bank & Trust 52 -35.80 7 -36.36
2025-07-23 13F WoodTrust Financial Corp 0 -100.00 0
2025-07-18 13F Wetzel Investment Advisors, Inc. 2,770 -0.22 373 -7.90
2025-07-24 13F Advanced Asset Management Advisors Inc 2,297 -12.13 310 -18.90
2025-08-14 13F Caption Management, LLC Put 0 -100.00 0
2025-08-14 13F CoreCap Advisors, LLC 17,912 -29.62 2,414 -35.02
2025-08-14 13F Ameriprise Financial Inc 2,860,751 -16.38 385,547 -26.37
2025-06-26 NP TDSC - Cabana Target Drawdown 10 ETF 167,072 -9.73 23,469 -13.66
2025-04-16 13F Rye Brook Capital LLC 0 -100.00 0
2025-07-15 13F Kelly Financial Group Llc 6,540 -7.89 882 -14.96
2025-08-12 13F Founders Financial Alliance, LLC 4,869 -12.35 656 -19.11
2025-07-16 13F Kennicott Capital Management Llc 40,781 -4.88 5,497 -12.19
2025-07-21 13F Creative Capital Management Investments LLC 0 -100.00 0
2025-08-14 13F Arete Wealth Advisors, LLC 5,217 -6.10 1
2025-08-14 13F Advisor OS, LLC 0 -100.00 0
2025-08-06 13F Cloud Capital Management, LLC 0 -100.00 0
2025-07-17 13F Peoples Financial Services Corp. 2,113 -10.58 285 -17.68
2025-08-12 13F American Century Companies Inc 0 -100.00 0
2025-08-13 13F Colonial Trust Co / SC 1,440 -4.95 194 -12.22
2025-07-29 13F Balboa Wealth Partners 4,488 -1.12 605 -8.76
2025-08-13 13F Colonial Trust Advisors 1,272 -37.22 171 -42.03
2025-08-15 13F Kestra Advisory Services, LLC 141,016 -4.45 19,008 -11.79
2025-04-11 13F Davis Capital Management 178 -1.11 26 4.17
2025-08-05 13F Milestone Asset Management, Llc 0 -100.00 0
2025-07-16 13F Spirepoint Private Client, Llc 4,787 -7.28 645 -14.34
2025-07-28 13F Td Asset Management Inc 0 -100.00 0
2025-08-13 13F Beutel, Goodman & Co Ltd. 3,892 -15.79 1
2025-07-30 13F Bogart Wealth, LLC 715 -0.97 96 -8.57
2025-05-15 13F Paloma Partners Management Co Call 0 -100.00 0 -100.00
2025-08-14 13F Ieq Capital, Llc 13,836 -27.94 1,865 -33.50
2025-08-12 13F Concentrum Wealth Management 0 -100.00 0
2025-07-21 13F Qrg Capital Management, Inc. 3,459 -12.19 466 -18.96
2025-07-14 13F Sowell Financial Services LLC 34,032 -5.36 4,587 -12.63
2025-07-28 13F Cornerstone Wealth Group, LLC 33,047 -33.93 4,454 -39.01
2025-08-05 13F GPS Wealth Strategies Group, LLC 8,281 -19.70 1,116 -25.85
2025-05-12 13F Rezny Wealth Management, Inc. 0 -100.00 0
2025-07-18 13F Deltec Asset Management Llc 36,030 -0.69 4,856 -8.33
2025-04-15 13F First National Bank of Mount Dora, Trust Investment Services 0 -100.00 0
2025-07-16 13F St Germain D J Co Inc 34,782 -4.82 4,688 -12.13
2025-08-06 13F Pekin Hardy Strauss, Inc. 0 -100.00 0
2025-08-06 13F Golden State Wealth Management, LLC 7,442 -9.21 1,003 -16.14
2025-08-15 13F Resources Management Corp /ct/ /adv 698 -6.68 0
2025-08-08 13F Condor Capital Management 6,091 -0.98 821 -8.57
2025-08-14 13F Mml Investors Services, Llc 304,571 -28.35 41 -33.87
2025-08-06 13F/A Flagship Private Wealth, LLC 22,394 -4.03 3,019 -11.42
2025-08-14 13F Williams Jones Wealth Management, LLC. 1,960 -18.03 264 -24.36
2025-07-15 13F RTD Financial Advisors, Inc. 4,540 -5.08 612 -12.46
2025-08-07 13F Commerce Bank 39,363 -7.11 5,306 -14.26
2025-08-11 13F Dorsey & Whitney Trust CO LLC 28,321 -0.53 3,817 -8.18
2025-08-11 13F Retirement Capital Strategies 1,969 -19.67 265 -25.77
2025-07-10 13F American Financial Advisors, LLC 145,354 -1.30 19,592 -8.89
2025-07-22 13F Wealthcare Advisory Partners LLC 21,749 -1.87 2,932 -9.43
2025-08-08 13F Advisors Capital Management, LLC 2,996 -11.88 404 -18.75
2025-08-13 13F Milestone Investment Advisors LLC 1,005 -21.55 135 -27.81
2025-07-22 13F DAVENPORT & Co LLC 146,521 -3.75 19,750 -11.14
2025-07-09 13F Pallas Capital Advisors LLC 33,376 -47.28 4,499 -51.34
2025-08-14 13F Glenview Trust Co 9,214 -1.11 1,242 -8.75
2025-05-13 13F True Wealth Design, LLC 0 -100.00 0
2025-08-12 13F Coston, McIsaac & Partners 0 -100.00 0
2025-05-15 13F PFM Health Sciences, LP 0 -100.00 0 -100.00
2025-08-12 13F Park Square Financial Group, LLC 1,993 -0.25 269 -7.90
2025-08-11 13F United Capital Financial Advisers, Llc 97,668 -1.18 13,165 -8.77
2025-07-25 13F Apollon Financial, LLC 11,323 -3.22 1,526 -10.66
2025-08-07 13F Zions Bancorporation, National Association /ut/ 848 -30.21 114 -35.59
2025-04-09 13F InvesTrust 0 -100.00 0
2025-07-28 13F 5th Street Advisors, LLC 34,595 -1.06 4,663 -8.66
2025-07-17 13F Tritonpoint Wealth, Llc 53,573 -13.39 7,221 -20.05
2025-08-14 13F LMR Partners LLP 0 -100.00 0
2025-07-25 13F Ellis Investment Partners, LLC 11,859 -0.42 1,598 -8.06
2025-07-15 13F West Oak Capital, LLC 765 -35.71 1 0.00
2025-08-06 13F Texas Yale Capital Corp. 1,905 -8.41 257 -15.51
2025-08-14 13F Redwood Financial Network Corp 11,521 -0.86 1,553 -8.49
2025-08-12 13F One Charles Private Wealth Services, LLC 20,821 -13.98 2,806 -20.60
2025-07-16 13F Cresta Advisors, Ltd. 16,973 -1.50 2,288 -9.07
2025-07-22 13F Beacon Financial Advisory LLC 0 -100.00 0
2025-05-14 13F Sandhill Capital Partners LLC 0 -100.00 0 -100.00
2025-08-14 13F Aster Capital Management (DIFC) Ltd 7,932 -67.66 1,069 -70.73
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 1,763 -8.32 238 -15.05
2025-08-04 13F Ledyard National Bank 6,879 -3.03 927 -10.43
2025-07-22 13F Financial Insights, Inc. 5,284 -0.84 712 -8.48
2025-07-24 13F Game Plan Financial Advisors, LLC 0 -100.00 0
2025-07-16 13F Castleview Partners, Llc 0 -100.00 0
2025-08-06 13F SOUTH STATE Corp 5,686 -1.28 766 -8.92
2025-08-04 13F Amplius Wealth Advisors, LLC 1,555 -18.03 210 -24.28
2025-04-08 13F Welch Group, LLC 0 -100.00 0
2025-05-16 13F Laidlaw Wealth Management LLC 0 -100.00 0
2025-08-04 13F Creative Financial Designs Inc /adv 10,636 -4.59 1,434 -11.92
2025-08-14 13F Wells Fargo & Company/mn Call 0 -100.00 0 -100.00
2025-08-13 13F Martin & Co Inc /tn/ 63,329 -1.20 8,536 -8.78
2025-07-29 13F Interactive Financial Advisors 22,696 -0.43 3,059 -8.08
2025-07-08 13F Chemistry Wealth Management LLC 13,676 -1.01 1,843 -8.63
2025-07-30 13F Strategic Blueprint, LLC 14,895 -8.22 2,008 -15.28
2025-08-14 13F Voya Investment Management Llc 0 -100.00 0 -100.00
2025-07-23 13F Columbus Macro, LLC 17,046 -9.46 2,298 -16.41
2025-08-27 NP RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity Short -131 -32.12 -18 -39.29
2025-08-06 13F SP Asset Management LLC 174,240 -2.32 23,486 -9.83
2025-07-25 13F NorthRock Partners, LLC 4,205 -8.45 567 -15.52
2025-08-04 13F Mayflower Financial Advisors, LLC 0 -100.00 0
2025-08-08 13F Wealth Alliance 2,109 -0.05 284 -7.79
2025-07-29 NP HFND - Unlimited HFND Multi-Strategy Return Tracker ETF 171 -93.22 23 -94.13
2025-08-14 13F Prestige Wealth Management Group LLC 60,844 -58.86 8,201 -62.02
2025-08-14 13F Horizon Investments, LLC 36,218 -14.82 4,882 -21.38
2025-07-28 13F Sagespring Wealth Partners, Llc 3,026 -14.25 408 -20.97
2025-08-04 13F Integrity Alliance, Llc. 10,297 -3.47 1,388 -10.92
2025-07-23 13F Prime Capital Investment Advisors, LLC 43,585 -27.70 5,875 -33.27
2025-08-12 13F PSI Advisors, LLC 0 -100.00 0
2025-07-30 13F Patten Group, Inc. 4,109 -24.51 554 -30.35
2025-07-29 13F Primoris Wealth Advisors, Llc 2,306 -3.72 311 -11.17
2025-08-14 13F Maven Securities LTD 39,753 -1.60 5,358 -9.16
2025-07-15 13F Palumbo Wealth Management LLC 19,547 -0.96 2,635 -8.57
2025-07-17 13F Youngs Advisory Group, Inc. 2,103 -14.62 284 -21.11
2025-07-17 13F Archford Capital Strategies, LLC 4,575 -0.91 617 -8.61
2025-08-08 13F Passaic Partners LLC 100,421 -1.00 13,536 -8.61
2025-08-12 13F Bokf, Na 4,670 -16.90 629 -23.29
2025-07-28 13F RFG Advisory, LLC 63,934 -6.55 8,618 -13.74
2025-05-07 13F Empirical Finance, LLC 0 -100.00 0
2025-08-05 13F Harel Insurance Investments & Financial Services Ltd. 2,056,721 -29.34 277 -34.82
2025-04-28 13F Pinnacle Financial Partners Inc 7,026 -2.57 1,002 -3.66
2025-07-10 13F Exchange Traded Concepts, Llc 53,652 -59.96 7,232 -63.04
2025-07-15 13F McAdam, LLC 8,160 -5.40 1,100 -12.71
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 26,015 -55.57 3,506 -58.99
2025-08-11 13F Citigroup Inc Put 385,000 -43.91 51,894 -48.22
2025-08-12 13F Sfmg, Llc 15,393 -6.04 2,075 -13.26
2025-08-15 13F/A Florida Financial Advisors, Llc 7,453 -10.33 1,005 -17.23
2025-07-22 13F Autumn Glory Partners, LLC 1,809 -4.18 244 -11.64
2025-07-21 13F DHJJ Financial Advisors, Ltd. 153 -25.00 21 -31.03
2025-07-30 13F/A Alpha Wealth Funds, LLC 3,920 -1.88 528 -9.43
2025-08-14 13F Bnp Paribas Arbitrage, Sa Call 0 -100.00 0
2025-07-28 13F BRYN MAWR TRUST Co 18,367 -9.97 2,476 -16.89
2025-08-13 13F Dai-ichi Life Holdings, Inc. 11,700 -9.30 1,573 -16.16
2025-08-11 13F Citigroup Inc 797,134 -30.12 107,446 -35.49
2025-05-15 13F Schonfeld Strategic Advisors LLC 0 -100.00 0
2025-07-10 13F Affiance Financial, LLC 6,475 -7.84 873 -14.93
2025-08-08 13F Horizon Family Wealth, Inc. 3,695 -5.45 498 -12.81
2025-07-25 13F Fifth Third Wealth Advisors LLC 3,635 -2.68 490 -10.28
2025-08-12 13F Atlas Capital Advisors Llc 21,591 -42.71 2,910 -47.11
2025-08-13 13F SageView Advisory Group, LLC 1,957 -9.19 265 -15.92
2025-08-08 13F L & S Advisors Inc 0 -100.00 0
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