Statistiche di base
Proprietari istituzionali | 414 total, 412 long only, 0 short only, 2 long/short - change of 14,01% MRQ |
Allocazione media del portafoglio | 0.2738 % - change of 18,05% MRQ |
Azioni istituzionali (Long) | 37.819.581 (ex 13D/G) - change of 3,47MM shares 10,09% MRQ |
Valore istituzionale (Long) | $ 1.530.567 USD ($1000) |
Proprietà istituzionale e azionisti
Global X Funds - Global X Artificial Intelligence & Technology ETF (US:AIQ) ha 414 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 37,819,581 azioni. I maggiori azionisti includono Bank Of America Corp /de/, Morgan Stanley, UBS Group AG, LPL Financial LLC, Bank Of Montreal /can/, Jpmorgan Chase & Co, Cetera Investment Advisers, Wealth Enhancement Advisory Services, Llc, Raymond James Financial Inc, and Northwestern Mutual Wealth Management Co .
(Global X Funds - Global X Artificial Intelligence & Technology ETF (NasdaqGM:AIQ) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.
The share price as of September 2, 2025 is 44,62 / share. Previously, on September 3, 2024, the share price was 34,33 / share. This represents an increase of 29,97% over that period.
Indice del sentiment dei fondi
L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.
Frequenza di aggiornamento: giornaliera
Consulta Ownership Explorer per visualizzare l'elenco delle aziende con il ranking più alto.
Rapporto put/call istituzionale
Oltre a segnalare le emissioni standard di titoli azionari e di debito, gli istituti con più di 100 milioni di asset in gestione devono anche dichiarare le loro partecipazioni in opzioni put e call. Poiché le opzioni put indicano generalmente un sentiment negativo e le opzioni call un sentiment positivo, possiamo avere un'idea del sentiment istituzionale complessivo attraverso il rapporto tra put e call. Il grafico a destra mostra il rapporto storico put/call per questo strumento.
L'utilizzo del rapporto put/call come indicatore del sentiment degli investitori consente di superare una delle principali lacune dell'utilizzo della proprietà istituzionale totale, ovvero il fatto che una quantità significativa di asset in gestione viene investita passivamente per seguire gli indici. Generalmente, i fondi a gestione passiva non acquistano opzioni, per cui il rapporto put/call riflette più fedelmente il sentiment dei fondi a gestione attiva.
Depositi 13F e NPORT
Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 19.247 | 89,25 | 841 | 126,42 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 21.584 | -16,62 | 943 | 0,21 | ||||
2025-08-05 | 13F | Elyxium Wealth, LLC | 14.162 | -31,46 | 619 | -17,71 | ||||
2025-07-29 | 13F | Roof Eidam & Maycock/adv | 5.364 | 234 | ||||||
2025-07-10 | 13F | Peoples Bank/KS | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 1.247.077 | 6,05 | 54.485 | 27,36 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 3.173 | 331,70 | 139 | 430,77 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 23.622 | 77,48 | 1.032 | 113,22 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 15.107 | 34,60 | 660 | 73,42 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 49.700 | 16,67 | 2.171 | 40,15 | |||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 39.266 | 5,35 | 1.716 | 26,47 | ||||
2025-08-08 | 13F | Kane Investment Management, Inc. | 23.124 | 4,90 | 1.019 | 27,22 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 26.865 | 0,00 | 1.174 | 20,06 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 165.460 | 17,53 | 7.229 | 41,14 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 42.200 | -19,16 | 1.844 | -2,95 | |||
2025-08-04 | 13F | REDW Wealth LLC | 8.892 | -9,49 | 388 | 8,68 | ||||
2025-08-11 | 13F | Nomura Asset Management Co Ltd | 11.572 | 0,00 | 506 | 20,24 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 19.992 | 95,22 | 873 | 134,68 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 176 | 0,00 | 8 | 16,67 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 47.569 | -1,70 | 2.078 | 18,07 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 627.210 | 7,23 | 27.403 | 28,77 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 122.656 | -14,36 | 5 | 0,00 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 501.079 | -17,97 | 22.253 | 0,13 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Madison Asset Management, LLC | 8.173 | 0,00 | 357 | 20,20 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 12.913 | 6,08 | 564 | 27,60 | ||||
2025-08-12 | 13F | MAI Capital Management | 457 | 14,25 | 20 | 35,71 | ||||
2025-08-14 | 13F | Van Eck Associates Corp | 329 | 0,00 | 0 | |||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 10.035 | 6,35 | 438 | 27,70 | ||||
2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 5.040 | 220 | ||||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Fundamentun, Llc | 24.354 | -1,77 | 1.064 | 18,09 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 11.000 | 0,00 | 481 | 20,00 | ||||
2025-08-13 | 13F | Keystone Financial Group | 13.354 | 13,79 | 583 | 36,85 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 33.980 | 89,95 | 1.485 | 128,31 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 5 | 0,00 | 0 | |||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 103.607 | 69,30 | 4.527 | 103,32 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 12.217 | 41,74 | 539 | 71,88 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 4.731 | 207 | ||||||
2025-07-11 | 13F | Adirondack Trust Co | 7.022 | 0,00 | 307 | 20,00 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 59.092 | 10,99 | 2.582 | 33,32 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 78.952 | 5,35 | 3.449 | 26,52 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 30.520 | 33,97 | 1.333 | 60,99 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 315 | 14 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 149.787 | 20,54 | 6.544 | 44,78 | ||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 317.982 | 13,44 | 13.893 | 36,24 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 11.393 | 3,01 | 498 | 23,63 | ||||
2025-08-04 | 13F | Carret Asset Management, Llc | 26.070 | 3,89 | 1.139 | 24,78 | ||||
2025-08-07 | 13F | PFG Advisors | 6.054 | -3,90 | 264 | 15,28 | ||||
2025-05-19 | 13F | Ubs Asset Management Americas Inc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 6.028 | 304,56 | 263 | 387,04 | ||||
2025-04-29 | 13F | Hm Payson & Co | 1.800 | 0,00 | 65 | -5,80 | ||||
2025-08-13 | 13F | Dana Investment Advisors, Inc. | 6.407 | 280 | ||||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Black Swift Group, LLC | 265.972 | 4,13 | 11.620 | 25,05 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 8.973 | 392 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 21.763 | 135,56 | 951 | 180,24 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7.628 | 10,57 | 334 | 33,20 | ||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 9.401 | 41,37 | 411 | 70,12 | ||||
2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 14.755 | -1,82 | 645 | 17,95 | ||||
2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 4.998 | -22,39 | 218 | -6,84 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 746.660 | 24,27 | 32.622 | 49,24 | ||||
2025-07-28 | 13F | Copia Wealth Management | 103 | 4 | ||||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1.131 | 28,38 | 49 | 53,13 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 900 | 1.700,00 | 39 | 3.800,00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 7.318 | 9,68 | 320 | 31,82 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5.953 | 260 | ||||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 20.833 | -62,36 | 911 | -54,74 | ||||
2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 125.094 | 65,35 | 5.465 | 98,58 | ||||
2025-08-14 | 13F | Mariner, LLC | 41.284 | -12,28 | 1.804 | 5,32 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12.588 | 550 | ||||||
2025-08-07 | 13F | Evoke Wealth, Llc | 7.992 | -24,33 | 350 | -9,11 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1.526.255 | 2,45 | 22.279 | -58,89 | ||||
2025-08-12 | 13F | WealthTrak Capital Management LLC | 9 | 0,00 | 0 | |||||
2025-08-05 | 13F | Huntington National Bank | 97 | 20,00 | ||||||
2025-07-25 | 13F | Clarendon Private LLC | 15.714 | 0,00 | 687 | 20,14 | ||||
2025-05-08 | 13F | RVW Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Grange Capital, LLC | 32.664 | -2,55 | 1.427 | 17,06 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 6.431 | 0,39 | 281 | 13,36 | ||||
2025-05-14 | 13F | Cornerstone Select Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 18.759 | 682 | ||||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 141 | 0,00 | 6 | 20,00 | ||||
2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 409 | -3,76 | 18 | 13,33 | ||||
2025-08-07 | 13F | Proficio Capital Partners LLC | 443.374 | -7,30 | 19.371 | 7,56 | ||||
2025-03-28 | NP | DYNI - IDX DYNAMIC INNOVATION ETF | 129.616 | -40,52 | 5.243 | -34,22 | ||||
2025-07-21 | 13F | Grassi Investment Management | 23.683 | 3,16 | 1 | |||||
2025-08-05 | 13F | 5T Wealth, LLC | 62.979 | -1,83 | 2.751 | 17,92 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1.565 | 0,00 | 0 | |||||
2025-08-14 | 13F | K2 Principal Fund, L.p. | Put | 0 | -100,00 | 0 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 600 | 26 | ||||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 8.805 | 5,32 | 385 | 26,32 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 41.793 | 5,56 | 1.826 | 26,74 | ||||
2025-07-17 | 13F | Park Place Capital Corp | 1.535 | 66 | ||||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 10.560 | 69,64 | 461 | 103,98 | ||||
2025-08-14 | 13F | Group One Trading, L.p. | 2.400 | 26,32 | 105 | 50,72 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 7.374 | 0,00 | 322 | 20,15 | ||||
2025-07-15 | 13F | Legacy Financial Group LLC | 60.001 | 2.621 | ||||||
2025-07-21 | 13F | Quent Capital, LLC | 0 | -100,00 | 0 | |||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 25 | 1 | ||||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5.429 | 237 | ||||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2.920 | 870,10 | 128 | 1.170,00 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 98.273 | 83,36 | 4.294 | 120,27 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 100 | 4 | ||||||
2025-08-15 | 13F | Morgan Stanley | 3.323.901 | 19,36 | 145.221 | 43,35 | ||||
2025-07-28 | 13F | Moran Wealth Management, LLC | 19.489 | 89,31 | 851 | 127,54 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 6.442 | 281 | ||||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 66.743 | 2.916 | ||||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 12.642 | 16,00 | 552 | 39,39 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 690 | 30 | ||||||
2025-08-05 | 13F | Key FInancial Inc | 280 | 12 | ||||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 4.900 | 214 | ||||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 20.294 | 67,24 | 887 | 89,32 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 10.221 | 4,34 | 447 | 25,28 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 2.502 | 0 | ||||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1.182 | 1,11 | 52 | 21,43 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 7.546 | -7,18 | 338 | 13,09 | ||||
2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 191.647 | -11,66 | 8.373 | 6,09 | ||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 5.463 | 240 | ||||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 8.163 | 35,98 | 357 | 63,30 | ||||
2025-05-05 | 13F | FLC Capital Advisors | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 137.360 | 22,82 | 6.001 | 38,88 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 100 | 0,00 | 4 | 33,33 | ||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 200 | 0,00 | 9 | 14,29 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 22.683 | 15,52 | 991 | 38,80 | ||||
2025-07-23 | 13F | First Financial Group Corp | 7.640 | -13,08 | 334 | 4,39 | ||||
2025-08-13 | 13F | Avestar Capital, LLC | 8.650 | -11,28 | 378 | 6,78 | ||||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 4.729 | 207 | ||||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 10.571 | 462 | ||||||
2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 12 | 0,00 | 1 | |||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 38.480 | -41,14 | 1.681 | -33,37 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 123 | 5 | ||||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 4.390 | 4,52 | 192 | 25,66 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 10.669 | -52,53 | 466 | -42,96 | ||||
2025-08-06 | 13F | Nvwm, Llc | 542 | 0,00 | 24 | 21,05 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 7.396 | 323 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 590.139 | -7,39 | 26 | 8,70 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 209 | 20,11 | 9 | 50,00 | ||||
2025-08-12 | 13F | Waddell & Associates, Llc | 12.639 | 552 | ||||||
2025-07-22 | 13F | James Reed Financial Services, Inc. | 32.303 | 37,36 | 1.411 | 65,03 | ||||
2025-07-15 | 13F | Clarus Group, Inc. | 142.294 | -2,88 | 6.217 | 16,64 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 20.467 | 4,75 | 1 | |||||
2025-07-15 | 13F | North Star Investment Management Corp. | 595 | -71,44 | 26 | -66,67 | ||||
2025-08-14 | 13F | Principal Street Partners, LLC | 44.214 | 100,00 | 1.932 | 140,17 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 11.860 | 518 | ||||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 8.398 | 2,53 | 367 | 23,23 | ||||
2025-08-11 | 13F | Core Wealth Partners LLC | 8.292 | 0,08 | 362 | 20,27 | ||||
2025-08-14 | 13F | UBS Group AG | 3.304.892 | 2,51 | 144.391 | 23,11 | ||||
2025-07-25 | 13F | Endowment Wealth Management, Inc. | 11.384 | 22,74 | 497 | 47,48 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 42.712 | -3,99 | 1.866 | 15,33 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 7.582 | 17,86 | 332 | 41,45 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 6.542.946 | 1,25 | 285.861 | 21,60 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 300 | 0,00 | 11 | -9,09 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 477 | 21 | ||||||
2025-08-13 | 13F | Cerity Partners LLC | 38.163 | 15,02 | 1.668 | 38,11 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 8.231 | 18,18 | 360 | 41,90 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Commerce Bank | 8.777 | -10,23 | 383 | 7,89 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18.559 | 14,46 | 811 | 36,82 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 115 | 15,00 | 5 | 66,67 | ||||
2025-08-07 | 13F | Allworth Financial LP | 6.875 | -1,73 | 300 | 18,58 | ||||
2025-05-14 | 13F | Ameriprise Financial Inc | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F/A | CX Institutional | 9.300 | 0,00 | 0 | |||||
2025-08-13 | 13F | Marshall Wace, Llp | 21.323 | 932 | ||||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 5.155 | 225 | ||||||
2025-07-16 | 13F | Owen LaRue, LLC | 13.732 | 600 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 193.696 | 27,42 | 8.463 | 53,02 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 34.895 | 78,92 | 1.525 | 114,95 | ||||
2025-08-12 | 13F | LPL Financial LLC | 2.892.842 | 19,65 | 126.388 | 43,69 | ||||
2025-08-14 | 13F | Fmr Llc | 12.487 | -7,37 | 546 | 11,22 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31.601 | 1.381 | ||||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 168 | 0,00 | 7 | 16,67 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 1.788 | 78 | ||||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6.186 | -2,27 | 270 | 35,68 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 23.793 | 10,31 | 1.040 | 32,53 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 8.131 | -8,96 | 356 | 9,57 | ||||
2025-08-05 | 13F | Transatlantique Private Wealth Llc | 10.630 | 10,90 | 464 | 33,33 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 38.957 | 3,00 | 1.702 | 23,69 | ||||
2025-08-14 | 13F | Napa Wealth Management | 28.858 | -11,77 | 1.261 | 5,97 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 5.309 | -6,22 | 232 | 12,68 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 24.905 | 11,20 | 1.088 | 33,66 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 50 | 0,00 | 2 | 100,00 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 12.684 | -22,82 | 554 | -7,20 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 163.156 | 168,47 | 7.128 | 222,53 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 23.302 | 6,95 | 1.018 | 28,54 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 7.163 | 15.471,74 | 313 | 31.100,00 | ||||
2025-08-12 | 13F | Main Management LLC | 1.518 | 0,00 | 0 | |||||
2025-08-14 | 13F | Byrne Financial Freedom, Llc | 16.420 | 717 | ||||||
2025-08-06 | 13F | Aspect Partners, LLC | 225 | -54,36 | 10 | -47,06 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100,00 | 0 | |||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2.694 | -12,30 | 118 | 5,41 | ||||
2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 8.371 | 366 | ||||||
2025-07-24 | 13F | Columbia Advisory Partners Llc | 5.843 | 255 | ||||||
2025-08-11 | 13F | Y.D. More Investments Ltd | 500 | 100,00 | 22 | 133,33 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15.353 | 168,74 | 671 | 223,67 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 15.735 | 18,85 | 687 | 42,83 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 123.703 | -47,04 | 5.405 | -36,68 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 451 | 81,85 | 20 | 111,11 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 67.446 | -15,27 | 2.947 | 1,76 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 4 | 0,00 | 0 | |||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1.135 | 78,74 | 50 | 113,04 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 30.017 | 58,74 | 1.311 | 90,83 | ||||
2025-07-03 | 13F | Arvest Investments, Inc. | 58.879 | 12,33 | 2.572 | 34,94 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 8.324 | -0,23 | 364 | 19,80 | ||||
2025-07-30 | NP | GXDW - Global X Thematic Growth ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 49.472 | 1.994 | ||||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Willner & Heller, Llc | 10.580 | -2,78 | 462 | 16,96 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 57.798 | 0,38 | 2.525 | 20,58 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 84.344 | 30,63 | 3.658 | 55,07 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 65 | 3 | ||||||
2025-07-29 | 13F | Financial Guidance Group, Inc. | 40.715 | 10,73 | 1.779 | 32,98 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 203 | 0,00 | 9 | 14,29 | ||||
2025-07-14 | 13F | Abound Wealth Management | 110 | -17,91 | 5 | 0,00 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 642.494 | -14,39 | 28.070 | 2,81 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 31.720 | 1.386 | ||||||
2025-08-04 | 13F | Wealth Management Associates, Inc. | 65.306 | 2.853 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 37.881 | 124,59 | 1.655 | 169,98 | ||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 5.105 | 223 | ||||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 19.987 | -45,28 | 873 | -34,26 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 51 | 0,00 | 2 | 100,00 | ||||
2025-08-12 | 13F | Clear Street Markets Llc | 0 | -100,00 | 0 | |||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 74 | 0,00 | 3 | 50,00 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 25.562 | 0,62 | 1.117 | 20,78 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 159 | 7 | ||||||
2025-07-15 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 4 | 0 | ||||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 9.089 | -50,73 | 0 | |||||
2025-07-17 | 13F | HB Wealth Management, LLC | 24.990 | 49,44 | 1.092 | 79,44 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 6.280 | -1,23 | 274 | 18,61 | ||||
2025-05-08 | 13F | Main Street Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Cascade Financial Partners, LLC | 74.649 | 9,67 | 3.261 | 31,70 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 505 | 0,00 | 22 | 22,22 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 10.478 | -41,14 | 456 | -29,68 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 32 | 1 | ||||||
2025-07-29 | 13F | Stephens Inc /ar/ | 32.601 | 4,82 | 1.424 | 25,91 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 3.525 | 42,31 | 154 | 71,11 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 1.000 | 0,00 | 44 | 19,44 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 119.189 | 38,78 | 5.207 | 66,68 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 6.248 | 0,00 | 273 | 19,82 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 28.800 | -11,38 | 1.258 | 6,43 | ||||
2025-07-11 | 13F | Global X Japan Co., Ltd. | 109.186 | 1,58 | 4.770 | 21,99 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 4.963 | 217 | ||||||
2025-08-14 | 13F | Ancora Advisors, LLC | 3.560 | -0,70 | 156 | 19,23 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 14.097 | 11,11 | 616 | 33,41 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 764.580 | -2,36 | 33.642 | 18,09 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 728 | 0,00 | 32 | 19,23 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 590.437 | 131,47 | 25.796 | 178,00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 6.700 | 178 | ||||||
2025-07-16 | 13F | Stephenson National Bank & Trust | 1.150 | -2,13 | 50 | 19,05 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 22.793 | 103,20 | 996 | 143,87 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 1.858 | 0,00 | 81 | 20,90 | ||||
2025-07-08 | 13F | IAM Advisory, LLC | 80.828 | -0,02 | 3.531 | 20,06 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 5.572 | 244 | ||||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 170 | 0,00 | 6 | 0,00 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 100 | 4 | ||||||
2025-07-16 | 13F | Signaturefd, Llc | 150 | 233,33 | 7 | 500,00 | ||||
2025-08-08 | 13F | Creative Planning | 39.189 | 25,79 | 1.712 | 51,10 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 48 | 2 | ||||||
2025-08-08 | 13F | L & S Advisors Inc | 30.432 | 14,97 | 1.330 | 38,15 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 7.208 | 59,89 | 315 | 91,46 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Kennebec Savings Bank | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 14.205 | 6,80 | 621 | 28,36 | ||||
2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10.636 | 18,10 | 465 | 40,61 | ||||
2025-08-04 | 13F | Spire Wealth Management | 6.336 | 74,26 | 277 | 109,09 | ||||
2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 859.766 | 45,22 | 37.563 | 74,40 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Operose Advisors LLC | 30 | 0,00 | 1 | 0,00 | ||||
2025-05-29 | NP | Connetic Venture Capital Access Fund | 33.870 | 20,53 | 1.232 | 13,55 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 15.000 | -29,25 | 655 | -15,05 | ||||
2025-05-14 | 13F | Congress Wealth Management LLC / DE / | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Lido Advisors, LLC | 21.299 | 96,99 | 932 | 136,90 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 5.930 | -5,27 | 229 | 0,88 | ||||
2025-07-07 | 13F | First Community Trust Na | 2.533 | 0,00 | 111 | 19,57 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 738.736 | -5,63 | 32.275 | 13,34 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 15.944 | -3,77 | 697 | 15,61 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 5.786 | 5,09 | 253 | 26,00 | ||||
2025-08-11 | 13F | Banque Cantonale Vaudoise | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 4.675 | 204 | ||||||
2025-08-11 | 13F | SFI Advisors, LLC | 24.662 | -2,34 | 1.077 | 17,32 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 5.889 | 257 | ||||||
2025-08-14 | 13F | Prudent Investors Network | 231.577 | 1,17 | 10.118 | 21,50 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 8.311 | -50,41 | 363 | -40,39 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 407 | 138,01 | 0 | |||||
2025-08-18 | 13F | Arq Wealth Advisors, Llc | 15.453 | 0,00 | 562 | 0,00 | ||||
2025-07-22 | 13F | IFS Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-16 | 13F | Novem Group | 99.416 | 10,65 | 4.344 | 32,89 | ||||
2025-08-14 | 13F | Hancock Prospecting Pty Ltd | 47.344 | 0,00 | 2.068 | 20,09 | ||||
2025-05-12 | 13F | Hirtle Callaghan & Co LLC | 0 | -100,00 | 0 | |||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | -100,00 | 0 | |||||
2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | We Are One Seven, LLC | 62.432 | 5,77 | 2.728 | 27,01 | ||||
2025-05-08 | 13F | Howard Capital Management Inc. | 0 | -100,00 | 0 | |||||
2025-05-13 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | B&D White Capital Company, LLC | 5.467 | 239 | ||||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 57.410 | 163,94 | 2.508 | 217,07 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 7.519 | 0,00 | 329 | 20,15 | ||||
2025-07-24 | 13F | Aurora Private Wealth, Inc. | 6.058 | 0 | ||||||
2025-08-14 | 13F | Comerica Bank | 19.787 | 15,17 | 864 | 38,24 | ||||
2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 14.599 | -32,93 | 638 | -19,47 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 7.161 | -5,53 | 313 | 13,45 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 90.716 | -6,89 | 3.963 | 11,82 | ||||
2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 13.418 | 612 | ||||||
2025-08-04 | 13F | ArborFi Advisors, LLC | 27.580 | 1.205 | ||||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 143.416 | 0,00 | 6.266 | 20,09 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 7.093 | -0,01 | 310 | 19,77 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 3.671 | 0,00 | 134 | -5,67 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 205.032 | 7,17 | 9 | 33,33 | ||||
2025-08-12 | 13F | Country Trust Bank | 190 | 18,01 | 8 | 60,00 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 18.030 | -1,10 | 788 | 18,70 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 7.815 | 120,45 | 341 | 166,41 | ||||
2025-08-14 | 13F | Daiwa Securities Group Inc. | 533.079 | -10,12 | 23 | 9,52 | ||||
2025-07-21 | 13F | Abundance Wealth Counselors | 11.715 | 0,00 | 1 | |||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 54.210 | 101,70 | 2.368 | 142,37 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 24.157 | -13,43 | 1 | 0,00 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 1.829 | 37,83 | 80 | 64,58 | ||||
2025-08-11 | 13F | Citigroup Inc | 11.784 | 515 | ||||||
2025-04-15 | 13F | Collier Financial | 1.361 | 0,00 | 50 | -5,77 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 9.311 | 407 | ||||||
2025-05-13 | 13F | UBS Group AG | Put | 0 | -100,00 | 0 | -100,00 | |||
2025-05-06 | 13F | Advisors Preferred, LLC | 0 | -100,00 | 0 | |||||
2025-08-19 | 13F/A | Pitcairn Co | 28.506 | 0,00 | 1.245 | 20,06 | ||||
2025-08-01 | 13F | Providence First Trust Co | 60.342 | 0,00 | 2.636 | 20,09 | ||||
2025-08-14 | 13F | Camden Capital, LLC | 15.466 | 0,00 | 676 | 20,11 | ||||
2025-07-22 | 13F | Red Tortoise LLC | 541 | 24 | ||||||
2025-08-11 | 13F | Brown Wealth Management, Llc | 5.440 | 238 | ||||||
2025-04-21 | 13F | Trivant Custom Portfolio Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 65.247 | 10,54 | 2.851 | 32,74 | ||||
2025-08-07 | 13F | Summit X, LLC | 8.220 | 7,17 | 359 | 28,67 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1.962 | -5,58 | 86 | 13,33 | ||||
2025-08-13 | 13F | Northern Trust Corp | 9.912 | -38,40 | 433 | -25,98 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 469.133 | 22,74 | 20.496 | 47,41 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 13.550 | 493 | ||||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 22.578 | 1,15 | 986 | 21,43 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | -100,00 | 0 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | -100,00 | 0 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 33.454 | -1,92 | 1.462 | 17,82 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 31.606 | -56,78 | 1 | -50,00 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 795 | 0,00 | 35 | 21,43 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2.647 | 52.840,00 | 116 | |||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 64.740 | 0,83 | 2.796 | 18,73 | ||||
2025-07-15 | 13F | Alhambra Investment Partners LLC | 10.396 | -0,81 | 454 | 19,16 | ||||
2025-07-23 | 13F | Hager Investment Management Services, Llc | 148 | 0,00 | 6 | 20,00 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 550 | 0,00 | 24 | 20,00 | ||||
2025-07-15 | 13F | Aspire Capital Advisors LLC | 107.995 | 15,22 | 4.718 | 38,40 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 15.355 | 1.107,15 | 671 | 1.356,52 | ||||
2025-07-23 | 13F | Vontobel Holding Ltd. | 15.850 | -22,11 | 692 | -6,49 | ||||
2025-08-14 | 13F | Beck Capital Management, Llc | 5.981 | -0,76 | 261 | 19,18 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 401 | 0,00 | 18 | 21,43 | ||||
2025-07-07 | 13F | Centurion Wealth Management LLC | 111.155 | 970,44 | 4.856 | 1.110,97 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 73.145 | 23,64 | 3.196 | 48,47 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 43.875 | 4,54 | 1.955 | 28,11 | ||||
2025-07-21 | 13F | Clarity Capital Partners LLC | 35.831 | 10,29 | 1.565 | 32,51 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 3.217 | 0,00 | 141 | 19,66 | ||||
2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 3.480 | 152 | ||||||
2025-08-05 | 13F | Sigma Planning Corp | 10.729 | 12,46 | 469 | 34,87 | ||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 6.002 | 262 | ||||||
2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 3.582 | 0,00 | 156 | 20,00 | ||||
2025-07-21 | 13F | Hilltop National Bank | 200 | 0,00 | 9 | 14,29 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 110 | 0,00 | 5 | 0,00 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 77.992 | -2,83 | 3.407 | 16,68 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-24 | 13F | Ulland Investment Advisors, LLC | 1.450 | 0,00 | 0 | |||||
2025-07-16 | 13F | Magnus Financial Group LLC | 6.490 | 284 | ||||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 4.824 | 211 | ||||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 620 | 24,00 | 27 | 50,00 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3.789 | 166 | ||||||
2025-07-11 | 13F | Grove Bank & Trust | 2.735 | 0,00 | 119 | 20,20 | ||||
2025-07-28 | 13F | Granite Group Advisors, LLC | 4.800 | 210 | ||||||
2025-07-18 | 13F | Lowery Thomas, Llc | 13.972 | -30,05 | 610 | -15,98 | ||||
2025-07-09 | 13F | Krilogy Financial LLC | 21.081 | 0,00 | 921 | 20,23 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 40.463 | 1.768 | ||||||
2025-08-13 | 13F | Smith, Moore & Co. | 29.700 | 32,06 | 1.298 | 58,56 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 228.449 | -1,81 | 9.981 | 17,91 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 20.235 | -1,08 | 884 | 18,82 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 12.323 | 40,82 | 553 | 73,90 | ||||
2025-05-07 | 13F | Vantage Financial Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 24.290 | 5,20 | 1.061 | 26,31 | ||||
2025-07-16 | 13F | NovaPoint Capital, LLC | 18.203 | 16,47 | 795 | 39,96 | ||||
2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 30.470 | -8,78 | 1.331 | 9,55 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 19.383 | 122,21 | 847 | 166,88 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 12.583 | 4,01 | 550 | 24,77 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 256 | -10,18 | 11 | 10,00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 400.000 | 17.476 | ||||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 3.471 | 152 | ||||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 7.348 | 2,94 | 321 | 23,94 | ||||
2025-08-11 | 13F | Westover Capital Advisors, LLC | 7.540 | 0,24 | 329 | 20,51 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 114.253 | 3,30 | 4.992 | 24,06 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 47.935 | 20,46 | 2.094 | 44,71 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 300 | 0,00 | 13 | 30,00 | ||||
2025-08-04 | 13F | Heritage Investors Management Corp | 6.778 | 3,83 | 0 | |||||
2025-07-14 | 13F | Financial Enhancement Group LLC | 22.158 | 959 | ||||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 230 | 10 | ||||||
2025-07-29 | 13F | Ballast, Inc. | 4.729 | 207 | ||||||
2025-07-14 | 13F | Seascape Capital Management | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Larson Financial Group LLC | 1.466 | 15,80 | 64 | 39,13 | ||||
2025-08-12 | 13F | Change Path, LLC | 13.549 | 9,98 | 592 | 31,92 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 19.114 | 835 | ||||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 18.038 | 17,43 | 788 | 41,22 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 6.237 | 4,18 | 272 | 25,35 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 38.419 | 1.679 | ||||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 54.253 | 111,66 | 2 | |||||
2025-07-22 | 13F | Steele Capital Management, Inc. | 156.390 | 62,93 | 6.840 | 95,88 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 8.970 | 4,78 | 379 | 21,54 | ||||
2025-08-01 | 13F | Anson Capital, Inc. | 4.767 | -77,35 | 208 | -72,81 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 6.506 | -5,79 | 284 | 13,15 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 100 | 0,00 | 4 | 33,33 | ||||
2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 10.200 | 446 | ||||||
2025-07-25 | 13F | Cwm, Llc | 18.156 | -15,24 | 1 | |||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 7.130 | 10,89 | 311 | 33,48 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 25.693 | -15,65 | 1.123 | 1,26 | ||||
2025-08-14 | 13F | Sei Investments Co | 5.885 | 257 | ||||||
2025-07-23 | 13F | Pure Portfolios Holdings Llc | 4.616 | 202 | ||||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 415 | 0,00 | 18 | 20,00 | ||||
2025-08-13 | 13F | Pictet Asset Management Holding SA | 65.000 | 2.840 | ||||||
2025-08-15 | 13F | Harvest Fund Management Co., Ltd | 242 | -83,74 | 0 | |||||
2025-05-15 | 13F | Alliancebernstein L.p. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 74.065 | -49,79 | 3.236 | -39,71 | ||||
2025-05-06 | 13F | WT Wealth Management | 11.051 | 402 | ||||||
2025-07-16 | 13F | ORG Partners LLC | 150 | 0,00 | 6 | 20,00 | ||||
2025-08-08 | 13F | Gts Securities Llc | 143.214 | 6.257 | ||||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 50 | 2 | ||||||
2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 2.000 | 0,00 | 87 | 20,83 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5.707 | -42,71 | 249 | -31,22 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 16.065 | 718 | ||||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 610 | 1,67 | 27 | 23,81 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 27.765 | 1,81 | 1.213 | 22,28 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 78 | 0,00 | 3 | 50,00 | ||||
2025-08-04 | 13F | Atria Investments Llc | 21.212 | 927 | ||||||
2025-08-14 | 13F | Toroso Investments, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Advisor Group Holdings, Inc. | 185.433 | -44,45 | 7.242 | -40,37 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 6.446 | 284,84 | 282 | 339,06 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5.443 | 238 | ||||||
2025-07-08 | 13F | Nbc Securities, Inc. | 15.706 | 30,15 | 1 | |||||
2025-07-07 | 13F | HMS Capital Management, LLC | 194.721 | 8,30 | 8.507 | 47,10 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 31.550 | 6,95 | 1.148 | -2,88 | ||||
2025-07-29 | 13F | Private Trust Co Na | 280 | -82,64 | 12 | -79,31 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 25.468 | 51,03 | 1 | |||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2.479 | -71,69 | 108 | -66,04 | ||||
2025-07-28 | 13F | Essex LLC | 33.477 | 3,79 | 1.463 | 24,64 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 71.567 | 15,07 | 3.127 | 38,20 | ||||
2025-04-30 | 13F | Pineridge Advisors LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 7.113 | 0,00 | 311 | 20,16 | ||||
2025-05-13 | 13F | BKD Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 219.119 | 29,06 | 9.573 | 55,00 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 221 | 10 | ||||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 30.595 | -75,49 | 1.340 | -70,51 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 26.100 | 163,64 | 1.140 | 216,67 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | 33.343 | 21,01 | 1.457 | 45,31 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 34.700 | 1.516 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 529.233 | 18,76 | 23.122 | 42,62 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 47.805 | -9,24 | 2.089 | 8,98 | ||||
2025-07-23 | 13F | Birinyi Associates Inc | 11.048 | 0,00 | 0 | |||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 1.367 | 0,00 | 60 | 20,41 | ||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 19.284 | 7,77 | 841 | 28,83 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 112.336 | 4.908 | ||||||
2025-07-09 | 13F | David J Yvars Group | 20.875 | -69,16 | 912 | -62,96 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 10.507 | 460 | ||||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Crowley Wealth Management, Inc. | 4.685 | 44,15 | 205 | 72,88 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 0 | -100,00 | 0 | |||||
2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | |||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 11.062 | 3,27 | 402 | -2,66 |