Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF includono Parker Investment Management, LLC, Cary Street Partners Financial Llc, Symphony Financial, Ltd. Co., Transcendent Capital Group LLC, Fagan Associates, Inc., Tradewinds, LLC., Mesirow Financial Investment Management, Inc., Tidal Trust II - Tactical Advantage ETF, PMG Wealth Management, Inc., Redhawk Wealth Advisors, Inc., Horizon Wealth Management, LLC, Capital Fund Management S.a., Williams & Novak, LLC, Intellus Advisors LLC, Natixis Advisors, L.p., Midwest Trust Co, FSM Wealth Advisors, LLC, Tranquilli Financial Advisor LLC, Glenmede Investment Management, LP, e Spectrum Asset Management, Inc. (NB/CA) .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3.669 | 2,23 | 277 | 22,57 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1.275 | 27,50 | 0 | |||||
| 2025-08-07 | 13F | Nwam Llc | 2.764 | 204 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 61.246 | 8,15 | 5 | 33,33 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1.266 | 0,16 | 96 | 20,25 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 5.744 | 53,05 | 434 | 83,90 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 13.739 | 51,03 | 1.038 | 81,15 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 16.586 | 1,22 | 1.254 | 21,41 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4.859.814 | 17,17 | 367.305 | 40,57 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 76.198 | 5,44 | 5.758 | 26,49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.021.316 | 5,15 | 77 | 26,23 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 15.909 | 1,41 | 1.202 | 21,66 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 2.933 | 222 | ||||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 15.468 | 1.169 | ||||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 6.875 | 520 | ||||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 85.824 | 6.487 | ||||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 101.200 | 345,81 | 7.649 | 434,83 | |||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 4.800 | 26,32 | 363 | 51,46 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 80.600 | 227,64 | 6.092 | 293,22 | |||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 8.842 | 668 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 55.885 | 19,17 | 4.224 | 41,95 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1.494 | 113 | ||||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 4.541 | 343 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 34.538 | 1,45 | 2.610 | 21,74 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 488.475 | 3,02 | 38.374 | 28,47 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 172.215 | 37,17 | 13.016 | 64,57 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6.199 | 9,91 | 469 | 31,83 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 3.100 | 234 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 7.698 | 20,49 | 1 | |||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 4.293 | 324 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 501 | 38 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 665.804 | 8,88 | 50.321 | 30,62 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2.808 | 102,31 | 212 | 143,68 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 5.048 | 12,00 | 382 | 34,63 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 18.475 | 1.396 | ||||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 2.930 | 221 | ||||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 3.488 | 264 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 17.348 | 19,20 | 1.311 | 43,12 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 4.775 | 11,70 | 361 | 33,83 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 20.425 | 1.544 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 92.574 | 1.422,60 | 6.997 | 1.726,63 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 811 | 27,72 | 61 | 52,50 | ||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 3 | 0 | ||||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 12.618 | 23,90 | 954 | 48,67 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 44.824 | 16,39 | 3.388 | 39,61 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 19.864 | 4,63 | 1.501 | 25,40 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 6.200 | 33,88 | 469 | 60,82 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 14.356 | 64,37 | 1.085 | 97,27 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 197.632 | 1,12 | 14.937 | 21,32 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 30.160 | 4,32 | 2.279 | 25,15 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 340 | 26 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 24.076 | 1,17 | 1.820 | 21,35 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 12.787 | 36,06 | 966 | 63,18 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 10.688 | 1 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 14.029 | 1,59 | 1.060 | 21,98 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 46.683 | 8,82 | 3.528 | 30,57 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 4.729 | 357 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 15.351 | 38,94 | 1.160 | 66,67 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 42.477 | 15,83 | 3.210 | 38,12 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 23.826 | 0,05 | 1.801 | 20,00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 14.561 | 91,11 | 1.101 | 129,17 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 4.228 | 0,05 | 320 | 19,92 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 36.666 | 6,04 | 2.771 | 27,23 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 9.711 | 26,25 | 721 | 40,63 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 41.310 | 9,86 | 3.122 | 31,79 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1.655 | 1.738,89 | 123 | 2.360,00 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 502 | 38 | ||||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 4.631 | 350 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 27.791 | 5,98 | 2.100 | 27,12 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 3.351 | 253 | ||||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 2.093 | 0,72 | 158 | 21,54 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 2.381 | 0,04 | 180 | 20,13 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 4.143 | 29,63 | 313 | 55,72 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 22.830 | 32,13 | 1.725 | 58,55 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 3.070 | 232 | ||||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 163.057 | 10,23 | 12 | 33,33 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 99.027 | 10,95 | 7.484 | 33,10 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 120.853 | 15,93 | 9.023 | 32,52 | ||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 4.535.556 | 7.426,64 | 60 | -98,42 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 3.555 | 269 | ||||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 45 | 3 | ||||||
| 2025-07-25 | 13F | Clarendon Private LLC | 3.061 | 231 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 2.751 | 0 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2.485 | 493,08 | 188 | 619,23 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 614.539 | 14,30 | 46.447 | 37,13 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 24.969 | 15,81 | 1.887 | 38,95 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 47.469 | 3,98 | 3.588 | 24,72 | ||||
| 2025-07-02 | 13F | Neville Rodie & Shaw Inc | 65.144 | 30,79 | 5 | 33,33 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 296.637 | 27,85 | 22.420 | 53,38 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 16.713 | 36,73 | 1.234 | 57,20 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 21.482 | 1.624 | ||||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 4.390 | 332 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 4.583 | 0,07 | 346 | 20,14 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 5.338 | 403 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 6.687 | 0,24 | 505 | 20,24 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 33.368 | 2,35 | 2.522 | 22,80 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 8.876 | 671 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 810 | 130,77 | 0 | |||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 2.977 | 225 | ||||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 10.868 | 0,18 | 821 | 20,20 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 110 | 8 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 613.237 | 23,27 | 46.351 | 47,89 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 716.543 | 0,55 | 54 | 22,73 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 5.937 | 18,65 | 449 | 42,22 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 45.466 | 6,24 | 3.436 | 27,45 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 7.265 | 549 | ||||||
| 2025-08-06 | 13F | Bensler, LLC | 10.270 | 8,77 | 776 | 30,64 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4.635 | 0,39 | 350 | 17,45 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 18.419 | 12,26 | 1.392 | 34,75 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | 14.100 | 1.066 | ||||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 2.645 | 201 | ||||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 8.656 | 1,30 | 654 | 21,56 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4.615 | 2,60 | 349 | 22,97 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 43.053 | 5,48 | 3.254 | 26,53 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 10.897 | 23,58 | 824 | 48,29 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 51 | 4 | ||||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 31.512 | 219,85 | 2.382 | 284,03 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 31.723 | 16,16 | 2.126 | 23,60 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 4.692 | 5,53 | 349 | 23,76 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 6.044 | 457 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 244.492 | 88,80 | 18.512 | 125,92 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 270 | 58,82 | 20 | 100,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5.645 | 23,41 | 427 | 47,92 | ||||
| 2025-08-07 | 13F | Commerce Bank | 7.299 | 5,04 | 552 | 26,09 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 95.243 | 110,99 | 7.198 | 153,18 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 3.629 | 0,11 | 274 | 20,18 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 10.078 | 2,15 | 762 | 22,54 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 18.710 | 1.414 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 6.730 | 7,06 | 509 | 28,28 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 3.932 | 297 | ||||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 1.296 | 96 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 245 | 145,00 | 19 | 200,00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 450 | 41,51 | 34 | 88,89 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 10.905 | 80,94 | 824 | 117,41 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 72.954 | 1,41 | 5.514 | 21,65 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 14.583 | 44,34 | 1.102 | 73,27 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 8.830 | 51,20 | 667 | 81,74 | ||||
| 2025-08-14 | 13F | Peak6 Llc | Call | 24.400 | 313,56 | 1.844 | 397,04 | |||
| 2025-08-13 | 13F | Avestar Capital, LLC | 125.371 | 14,46 | 9.476 | 37,32 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 21.504 | 28,36 | 1.625 | 54,03 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3.861.331 | 4,42 | 291.839 | 25,27 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 24.001 | 0,12 | 1.814 | 20,13 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 80.500 | 12,27 | 6.084 | 34,69 | |||
| 2025-08-12 | 13F | Intellus Advisors LLC | 10.955 | 828 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 3.090 | 234 | ||||||
| 2025-08-08 | 13F | Parker Investment Management, LLC | 272.577 | 20.601 | ||||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 3.050 | 231 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 44.403 | 12,31 | 3.356 | 34,78 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 11.270 | 11,71 | 852 | 34,02 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 2.701 | 204 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5.159 | 0,06 | 390 | 20,06 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 258.138 | 0,63 | 19.510 | 20,73 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 193 | 93,00 | 15 | 133,33 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 49.823 | 12,01 | 3.766 | 34,37 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 55.053 | 5,54 | 4.161 | 26,60 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 245.253 | 9,03 | 18.536 | 30,80 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 4.471 | 20,64 | 338 | 44,64 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 18.814 | 0,21 | 1.422 | 20,22 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 5.515 | 417 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 101.602 | 7.679 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 4.197 | 317 | ||||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 7.097 | 3,77 | 536 | 24,65 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 8.886 | 3,10 | 672 | 23,57 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 182 | 14 | ||||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 21.750 | 1.644 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 130.049 | 77,41 | 9.829 | 112,84 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 348.240 | 26,75 | 26.320 | 52,06 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 4.506 | 21,59 | 341 | 45,92 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 5.594 | 50,74 | 423 | 81,12 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 3.825 | 289 | ||||||
| 2025-08-12 | 13F | Prudential Plc | 393.187 | 12,92 | 29.717 | 35,48 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 81.388 | 7,72 | 6.151 | 29,25 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 7.860 | 77,79 | 594 | 113,67 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 15 | 1 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 2.707 | 205 | ||||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 2.990 | 226 | ||||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 3.817 | 16,84 | 288 | 40,49 | ||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 3.135 | 237 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 2.900 | 219 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 35.218 | 9,74 | 2.662 | 31,67 | ||||
| 2025-08-08 | 13F | Creative Planning | 96.682 | 2,06 | 7.307 | 22,46 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3.056 | 231 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 7.364 | 19,97 | 1 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1.105 | 0,45 | 84 | 20,29 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 309.681 | 4,72 | 23.406 | 25,62 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4.907 | 371 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 83.696 | 0,88 | 6.326 | 21,01 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 24.218 | 1.830 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 5.900 | 1,27 | 446 | 21,25 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 181 | 14 | ||||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 39.725 | 3.001 | ||||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 5.138 | 388 | ||||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 5.064 | 12,18 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 4.309 | 0,14 | 326 | 19,93 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 31.331 | 18,35 | 2.368 | 42,05 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 3.229 | 244 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 15.172 | 156,63 | 1 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5.572 | 0,05 | 421 | 20,29 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 325 | 25 | ||||||
| 2025-08-12 | 13F | Viawealth, Llc | 2.754 | 208 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 12.515 | 205,69 | 946 | 267,70 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 5.024 | 14,00 | 380 | 36,82 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7.886 | 17,68 | 596 | 41,23 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 80 | 166,67 | 6 | 500,00 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 8.202 | 25,60 | 620 | 50,61 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 111.837 | 1,87 | 8.453 | 15,70 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 289.337 | 23,18 | 22 | 50,00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 53.200 | 4.021 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 8.973 | 0,67 | 678 | 20,43 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 3.793 | 6,75 | 287 | 28,25 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 7.138 | 47,60 | 531 | 73,53 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1.647 | 124 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 4.022 | 304 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 160.290 | 235,12 | 12.115 | 302,06 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 1.289 | 97 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 173.470 | 22,37 | 13.111 | 46,81 | ||||
| 2025-07-15 | 13F | Herbst Group, Llc | 4.600 | 348 | ||||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 6.465 | 5,98 | 489 | 27,08 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 33.738 | 8,35 | 2.550 | 29,85 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 79.217 | 17,55 | 5.987 | 41,10 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 15 | 1 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 7.748 | 13,97 | 584 | 36,77 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 8.749 | 661 | ||||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 29.673 | 49,71 | 2.243 | 79,65 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 3.240 | 245 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 6.050 | 2,42 | 0 | |||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 8.295 | 627 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 15.285 | 8,88 | 1.155 | 30,66 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 60.478 | 4.571 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4.079 | 2.619,33 | 308 | 3.322,22 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 17.562 | 4,32 | 1.327 | 25,19 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 10.635 | 3,25 | 804 | 23,92 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 22.900 | 6,33 | 1.731 | 27,58 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 3.952 | 299 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 42.221 | 356,44 | 3.191 | 448,28 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4.322 | 4,57 | 327 | 25,38 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 97.212 | 0,02 | 7.347 | 20,01 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 45.740 | 5,31 | 3.457 | 26,35 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15.379 | 4,16 | 1.162 | 24,95 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 475 | 36 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 13.371 | 40,67 | 1 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 14.593 | 1.103 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 17.189 | 3,97 | 1.299 | 24,78 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 2.919 | 221 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1.520 | 115 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8.912 | 22,60 | 674 | 47,26 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 23.796 | 2,12 | 1.799 | 22,48 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 13.634 | 31,26 | 1.030 | 57,49 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 86.560 | 2,51 | 6.542 | 22,99 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 6.813 | 11,07 | 515 | 33,16 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 2.917 | 220 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 14.756 | 2,39 | 1.115 | 22,93 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 242.212 | 71,75 | 18.306 | 106,06 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 25.284 | 0,95 | 1.911 | 21,12 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 8.736 | 98,95 | 660 | 139,13 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 327.325 | 23,74 | 24.739 | 48,45 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4.252 | 8,41 | 321 | 29,96 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 155.155 | 15,84 | 11.727 | 38,98 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 453 | 34 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 26.288 | 20,58 | 1.987 | 44,65 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 341.479 | 8,87 | 26 | 31,58 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 3.489 | 264 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 20.401 | 19,38 | 1.542 | 43,22 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 137 | 10 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6.905 | 32,61 | 522 | 58,84 | ||||
| 2025-08-14 | 13F | Comerica Bank | 81.605 | 10,03 | 6.168 | 32,00 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 3.631 | 274 | ||||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 3.176 | 240 | ||||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 11.243 | 48,76 | 850 | 78,36 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 660.905 | 15,49 | 49.936 | 38,46 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 6.465 | 12,95 | 489 | 35,56 | ||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 90.881 | 103,94 | 6.869 | 144,67 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 6.523 | 493 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 4.563 | 37,56 | 345 | 65,38 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 45.954 | 52,41 | 3.473 | 82,89 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 107.663 | 21,25 | 8.137 | 45,49 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4.574 | 4,60 | 288 | 3,97 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 725 | 26,09 | 46 | 25,00 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 231 | 17 | ||||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 10.812 | 3,61 | 817 | 24,35 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 3.456 | 5,17 | 261 | 26,09 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 12.215 | 1,41 | 923 | 21,77 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 5.302 | 2,06 | 401 | 22,32 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 3.075 | 232 | ||||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 3.981 | 251 | ||||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 29.479 | 2,24 | 2.228 | 22,69 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 154.823 | 8,07 | 11.702 | 29,65 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 2.316 | 1,31 | 175 | 21,53 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 99.998 | 3,52 | 7.558 | 24,19 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 25.642 | 8,45 | 1.938 | 30,15 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1.791 | 0,11 | 135 | 20,54 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 199.181 | 2,90 | 14.548 | 19,30 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 101 | 7 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 17.904 | 77,71 | 1.353 | 113,41 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 8.818 | 666 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 15.469 | 20,05 | 1.124 | 38,59 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 9.840 | 25,59 | 744 | 50,71 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 3.707 | 280 | ||||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 6.739 | 14,28 | 1 | |||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 2.696 | 204 | ||||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 43.425 | 14,76 | 3.152 | 44,74 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 2.677 | 202 | ||||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 33.850 | 12,80 | 2.558 | 35,34 | ||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 246.900 | 18.661 | ||||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 26.177 | 19,75 | 1.978 | 43,65 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 8.006 | 1,41 | 605 | 21,73 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3.176 | 240 | ||||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 78.658 | 19,76 | 5.973 | 44,36 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 8.202 | 40,11 | 620 | 52,46 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6.364 | 6,80 | 481 | 28,00 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 19.541 | 1.477 | ||||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 14.281 | 1.079 | ||||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 100.945 | 42,30 | 7.629 | 70,71 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 529.578 | 19,04 | 40 | 42,86 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 300.065 | 0,29 | 22.679 | 20,31 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 3.624 | 7,19 | 274 | 28,17 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 82.451 | 46,18 | 6.232 | 75,37 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 26 | 0 | ||||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 2.925 | 221 | ||||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 8.921 | 42,19 | 674 | 70,63 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 115.237 | 0,10 | 8.710 | 20,09 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 3.919 | 0 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 11.823 | 785,62 | 894 | 963,10 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 33.024 | 351,02 | 2.496 | 441,43 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 107.900 | 48,21 | 8.155 | 77,82 | |||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 3.821 | 8,37 | 289 | 29,73 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 14.991 | 64,39 | 1.133 | 97,39 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 63.970 | 6,28 | 4.835 | 27,51 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 30.474 | 2,23 | 2.303 | 22,70 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 16.030 | 0,67 | 1.212 | 20,74 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1.186 | 2.137,74 | 90 | 2.866,67 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 42.120 | 3,54 | 3.183 | 24,24 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 96 | 7 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 3.168 | 239 | ||||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 2.697 | 204 | ||||||
| 2025-07-22 | 13F | Clarius Group, LLC | 16.533 | 0,12 | 1.250 | 20,10 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 6.000 | 453 | ||||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 3.173 | 240 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 6.044 | 4,97 | 457 | 25,97 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 16.856 | 191,63 | 1.274 | 250,00 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 389 | 0,26 | 29 | 20,83 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 3.545 | 264 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 133.301 | 90,63 | 9.944 | 124,42 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 25.000 | 1.890 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 26.584 | 9,48 | 2.010 | 31,39 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7.788.366 | 7,17 | 588.645 | 28,57 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 7.700 | 574 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 2.900 | 216 | |||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 2.468 | 187 | ||||||
| 2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 17.282 | 1.306 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2.296.382 | 20,13 | 173.561 | 44,12 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 20.478 | 2,61 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 26.167 | 2,19 | 1.978 | 22,57 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 3.002 | 227 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 91.625 | 902,24 | 6.813 | 1.072,46 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 3.300 | 249 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 42.796 | 6,79 | 3.234 | 28,13 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 6.067 | 459 | ||||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 3.991 | 5,14 | 302 | 25,94 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 16.033 | 3,89 | 1.212 | 24,59 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 12.850 | 108,43 | 971 | 150,26 | ||||
| 2025-07-22 | 13F | FFG Partners, LLC | 7.829 | 1,71 | 592 | 22,11 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 9.680 | 733 | ||||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 3.534 | 4,84 | 267 | 25,94 | ||||
| 2025-08-13 | 13F | ExodusPoint Capital Management, LP | 2.669 | 0 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 3.099 | 220 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 15.744 | 2,71 | 1.190 | 23,21 | ||||
| 2025-08-14 | 13F | UBS Group AG | 5.564.735 | 2,77 | 420.583 | 23,29 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 12.560 | 5,59 | 949 | 26,70 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 23.185 | 3.054,42 | 1.752 | 3.708,70 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 653.877 | 6,87 | 49.420 | 28,21 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 2.669 | 202 | ||||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 12.210 | 923 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 107.879 | 49,79 | 8.162 | 79,74 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 10.625 | 803 | ||||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 17.907 | 1.353 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 11.834 | 0,04 | 894 | 20,00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 44.698 | 2,70 | 3.378 | 23,19 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 2.781 | 210 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 3.007 | 227 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2.043.480 | 4,07 | 154.446 | 24,85 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 40.531 | 0,57 | 3.063 | 20,64 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2.798 | 0,04 | 0 | |||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 18.443 | 3,00 | 1.394 | 23,49 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 2.978 | 225 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 4.598 | 37,75 | 348 | 65,24 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 51.766 | 5,37 | 3.912 | 26,44 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 736 | 56 | ||||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 112.647 | 2,30 | 8.514 | 22,72 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 6.402 | 1,07 | 484 | 21,05 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 657.869 | 7,20 | 48.959 | 23,78 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 12.379 | 13,16 | 940 | 36,28 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 6.568 | 0,44 | 496 | 20,68 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | Call | 37.500 | 253,77 | 2.834 | 324,89 | |||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 112.936 | 15,86 | 8.536 | 39,01 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4.115 | 48,82 | 311 | 78,74 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | Put | 37.000 | 198,39 | 2.796 | 258,00 | |||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 14.427 | 44,72 | 1.090 | 73,57 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 7.319 | 2,59 | 553 | 23,16 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 4.212 | 0,57 | 318 | 20,91 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 45.642 | 46,74 | 3.450 | 76,06 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 2.830 | 214 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 36.845 | 0,77 | 2.785 | 20,89 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 8.439 | 1,02 | 638 | 21,10 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 946.172 | 14,86 | 71.562 | 37,84 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 12.333.143 | 5,28 | 932.139 | 26,31 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 8.536 | 1,56 | 645 | 21,93 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 23.422 | 0,66 | 1.770 | 20,82 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 91.798 | 6.938 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 34.391 | 318,43 | 2.599 | 402,71 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1.185 | 30,94 | 90 | 56,14 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 89.170 | 6,20 | 6.739 | 27,42 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 7.660 | 0,22 | 579 | 20,17 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 4.599 | 4,12 | 348 | 24,82 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 79.923 | 0,11 | 6.041 | 20,10 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 497.903 | 8,46 | 37.632 | 30,12 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 385 | 24 | ||||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 86.442 | 0,72 | 7 | 20,00 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 379 | 29 | ||||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 80.623 | 3,33 | 6.093 | 23,97 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1.384.855 | 5,43 | 104.643 | 26,46 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 16.629 | 7,01 | 1.257 | 28,29 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10.464 | 13,31 | 791 | 35,97 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 50.244 | 7,54 | 3.797 | 29,02 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8.382 | 38,16 | 633 | 64,42 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 3.127 | 236 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1.672 | 126 | ||||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 2.729 | 206 | ||||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 34.247 | 5,16 | 2.588 | 26,18 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 15.425 | 2,58 | 1.166 | 23,02 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 27 | 2 | ||||||
| 2025-07-21 | 13F | River Street Advisors LLC | 10.570 | 9,03 | 799 | 30,82 | ||||
| 2025-08-07 | 13F | PFG Advisors | 22.769 | 6,37 | 1.721 | 27,60 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 38.742 | 66,94 | 2.928 | 100,21 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 20.051 | 3,28 | 1.272 | 4,01 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 523 | 40 | ||||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 19.393 | 30,74 | 1.466 | 56,85 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 52.641 | 10,50 | 3.979 | 32,56 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4.654 | 352 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 30.996 | 20,58 | 2.346 | 47,76 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 44.401 | 55,41 | 3.356 | 86,49 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 292 | 22 | ||||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 15.867 | 92,42 | 1.199 | 131,02 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 17.211 | 5,11 | 1.301 | 26,09 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 10.926 | 0,75 | 826 | 20,79 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 2.694 | 204 | ||||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 8.657 | 9,07 | 654 | 30,80 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 79.508 | 14,72 | 6.009 | 37,63 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 145 | 281,58 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1.836 | 0,05 | 139 | 20,00 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5.854 | 15,06 | 442 | 38,13 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 6.710 | 12,19 | 507 | 34,84 |
