Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund includono Proficio Capital Partners LLC, Signature Estate & Investment Advisors Llc, Advisors Preferred, LLC, Affinity Wealth Management Llc, QMLFX - Quantified Market Leaders Fund Investor Class Shares, QTSSX - Quantified Tactical Sectors Fund Investor Class Shares, Simon Quick Advisors, Llc, QAI - IQ Hedge Multi-Strategy Tracker ETF, Foronjy Financial Llc, Ttp Investments, Inc., Gamco Investors, Inc. Et Al, Compass Wealth Management, LLC/GA, Capula Management Ltd, MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class, Global View Capital Management LLC, Ethos Financial Group, LLC, First International Bank of Israel Ltd., BTG Pactual Asset Management US LLC, Cypress Capital Group, e Collier Financial .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 4.110 | 10,81 | 446 | 24,93 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 18.198 | 165,51 | 1.975 | 198,64 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 75.557 | 63,57 | 8.200 | 84,06 | ||||
| 2025-08-05 | 13F | Ciovacco Capital Management LLC | 60.838 | 45,62 | 6.603 | 63,86 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 76 | 8 | ||||||
| 2025-08-08 | 13F | Bailard, Inc. | 12.739 | 4,94 | 1.383 | 18,12 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9.660 | 25,16 | 1.048 | 40,86 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1.576 | 2,60 | 171 | 15,54 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 2.293 | 247 | ||||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 3.035.947 | 53,91 | 329.494 | 73,19 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 33.969 | 26,37 | 3.687 | 42,21 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 22.565 | 255,69 | 2.449 | 300,65 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 600.296 | 17,74 | 64.513 | 31,17 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 11.199 | 85,97 | 1.215 | 109,48 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 111.605 | 12,41 | 12.112 | 26,48 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 384 | 46,56 | 42 | 64,00 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 19.055 | 20,24 | 2.068 | 2,99 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 6.229 | 21,54 | 676 | 36,84 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 352.443 | 3,03 | 38.251 | 15,93 | ||||
| 2025-07-28 | 13F | Essex LLC | 60.788 | 0,28 | 6.597 | 12,85 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 440.017 | 1,50 | 47.755 | 14,21 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 3.989 | 1,86 | 433 | 14,59 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 15.229 | 2,79 | 1.653 | 15,61 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 25.721 | 2.792 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 83 | 9 | ||||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 1.924 | 209 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 9.942 | 13,27 | 1.079 | 27,54 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 435.218 | 19,23 | 47.234 | 34,17 | ||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 24.581 | 6,63 | 2.668 | 19,97 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 16.344 | 0,62 | 1.774 | 13,22 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 1.868 | 203 | ||||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 5.321 | 4,31 | 577 | 17,52 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 28.446 | 635,23 | 3.087 | 727,61 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 4.245 | 30,82 | 461 | 47,44 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 27.103 | 2.941 | ||||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 12.868 | 12,18 | 1.397 | 26,22 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 6.222 | 6,16 | 675 | 19,47 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15.842 | 340,30 | 1.719 | 395,39 | ||||
| 2025-07-11 | 13F | Ttp Investments, Inc. | 52.657 | 5.715 | ||||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 5.015 | 544 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 30.349 | 7,10 | 3.294 | 20,49 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 181.875 | 22,55 | 19.739 | 37,89 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 34.866 | 38,89 | 3.756 | 55,04 | ||||
| 2025-08-26 | NP | LCR - Leuthold Core ETF | 70.531 | 2,54 | 7.655 | 15,38 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 173.085 | 4,17 | 18.785 | 17,21 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 50.277 | 40,68 | 5.457 | 58,33 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 991.272 | 40,32 | 107.583 | 57,90 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 1.205.556 | 67,90 | 130.862 | 89,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 94.603 | 24,94 | 10.267 | 40,61 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 1.876 | 201 | ||||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 201.883 | 2.134,45 | 21.910 | 2.415,50 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 28.538 | 29,60 | 3.055 | 42,38 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 12.066 | 0,70 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 73.016 | 0,12 | 7.924 | 12,67 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 9.972 | 22,81 | 1.082 | 38,19 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 2.516 | 1,45 | 273 | 14,23 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 8.497.100 | 61,14 | 922.190 | 81,32 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 15.118 | 6,60 | 1.641 | 19,97 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 47.545 | 0,78 | 5.160 | 13,41 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 162 | 18 | ||||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 22.933 | 2.489 | ||||||
| 2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 29.947 | 29,67 | 3.250 | 45,94 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 2.492 | 0 | ||||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 793.536 | 3,57 | 85.448 | 15,63 | ||||
| 2025-08-07 | 13F | Capitol Family Office, Inc. | 11.709 | 0,54 | 1.271 | 13,09 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 62.543 | 6.788 | ||||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 21.512 | 1,50 | 2.335 | 14,19 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 2.356 | 5,65 | 256 | 18,60 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5.600 | 608 | ||||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 3.668 | 398 | ||||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 19.430 | 4,74 | 2.108 | 17,97 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 19.714 | 0,59 | 2.140 | 13,17 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 765.427 | 12,15 | 83.073 | 26,20 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 2.003 | 217 | ||||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 3.034 | 329 | ||||||
| 2025-08-14 | 13F | FIL Ltd | 168.462 | 55.133,44 | 18.283 | 62.944,83 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 24.099 | 3,13 | 2.615 | 16,07 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 242.051 | 78,63 | 26 | 100,00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 155 | 0 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 6.290 | 37,07 | 683 | 54,30 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 7.935 | 861 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 87.121 | 15,19 | 9.455 | 29,63 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 5.015 | 544 | ||||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 52.193 | 4,81 | 5.665 | 17,95 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2.836 | 22,72 | 308 | 38,29 | ||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 16.166 | 16,64 | 1.754 | 31,29 | ||||
| 2025-06-26 | NP | SSUS - Day Hagan/Ned Davis Research Smart Sector ETF | 495.051 | 6,72 | 47.248 | -0,52 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 124 | 416,67 | 13 | 550,00 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 8.995 | 14,37 | 976 | 28,76 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 672 | 0,30 | 73 | 12,50 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 10.007 | 0,01 | 1.086 | 12,54 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 17.792 | 33,35 | 1.931 | 50,16 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 43.724 | 11,91 | 4.745 | 25,93 | ||||
| 2025-05-05 | 13F | CBIZ Investment Advisory Services, LLC | 108 | 10 | ||||||
| 2025-07-14 | 13F | Matrix Trust Co | 39.582 | 7,23 | 4 | 33,33 | ||||
| 2025-07-21 | 13F | Grassi Investment Management | 5.551 | 3,64 | 1 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 14.669 | 24,17 | 1.592 | 39,77 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | Call | 21.000 | 2.279 | |||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1.116 | 121 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 100.639 | 11,60 | 10.922 | 25,58 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 30.823 | 14,57 | 3.345 | 28,95 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 118.262 | 3,89 | 12.835 | 16,91 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 2.849 | 831,05 | 309 | 965,52 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 47.938 | 30,97 | 5.203 | 47,37 | ||||
| 2025-06-30 | NP | TACK - Fairlead Tactical Sector ETF | 288.654 | 3,67 | 27.549 | -3,36 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 6.434 | 700 | ||||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 1.869 | 203 | ||||||
| 2025-06-30 | NP | NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF | 17.197 | 5,03 | 1.744 | 4,37 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 5.329 | 1,54 | 578 | 14,23 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 171.791 | 42,23 | 18.690 | 60,75 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 3.121 | 339 | ||||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 5.910 | 21,11 | 641 | 36,38 | ||||
| 2025-07-14 | 13F | CHICAGO TRUST Co NA | 2.826 | 307 | ||||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 1.897 | 8,96 | 206 | 22,75 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 74.341 | 6.652,13 | 5 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 1.978 | 215 | ||||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 298 | 32 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 111.238 | 12 | ||||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 105.670 | 1,73 | 11.468 | 14,47 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 65.468 | 54,79 | 7.105 | 74,18 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 6.696 | 0,78 | 727 | 13,44 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4.627 | 2,57 | 502 | 15,40 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 24.443 | 156,70 | 2.653 | 188,89 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 669 | 35,70 | 65 | 60,00 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 110 | 900,00 | 12 | 1.000,00 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 6.104 | 4,68 | 662 | 17,79 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 115.093 | 21,20 | 12.491 | 36,38 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 16.650 | 132,44 | 1.807 | 161,88 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5.505.595 | 29,43 | 597.522 | 45,64 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 1.039.756 | 55,51 | 112.845 | 74,99 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3.000 | 26,80 | 326 | 31,58 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 1.976 | 214 | ||||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 59.537 | 6.462 | ||||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 40 | 4 | ||||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 1.049.818 | 4,74 | 113.937 | 17,86 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 9.702 | 1.053 | ||||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 10.183 | 1.105 | ||||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 20.862 | 39,44 | 2.264 | 56,90 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 4.977 | 0,44 | 540 | 13,21 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 5.518 | 17,76 | 599 | 32,59 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 375 | 0,54 | 41 | 5,26 | ||||
| 2025-08-13 | 13F | McCollum Christoferson Group LLC | 44.780 | 2,72 | 4.860 | 15,58 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 85.777 | 6,79 | 9.309 | 20,16 | ||||
| 2025-08-28 | NP | SNAV - Mohr Sector Navigator ETF | 17.520 | 1.901 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 5.396 | 0,02 | 581 | 13,04 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 5.071 | 0,02 | 550 | 12,47 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 564.550 | 3.686,89 | 61.271 | 4.163,74 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 43.300 | 4.699 | ||||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 220.520 | 9,76 | 23.933 | 23,51 | ||||
| 2025-08-28 | NP | CHDEX - Cullen High Dividend Equity Fund Retail Class | 188.950 | 18,32 | 20.507 | 49,91 | ||||
| 2025-05-15 | 13F | IronBridge Private Wealth, LLC | 35.675 | 3.441 | ||||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 26.148 | 4,83 | 2.838 | 17,96 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 24.933 | 17,16 | 2.706 | 31,82 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10.376.636 | 43,03 | 1.126.176 | 60,95 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 118.575 | 2.108,51 | 12.869 | 2.388,97 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 46.884 | 8,19 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 23.648 | 35,47 | 2.566 | 52,47 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 21.098 | 2.290 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 22.430 | 29,21 | 2.435 | 45,40 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 36.657 | 7,02 | 3.978 | 20,44 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 2.032 | 221 | ||||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 62.013 | 8,44 | 6.663 | 20,82 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 680.902 | 34,99 | 73.898 | 51,90 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 42.088 | 105,31 | 4.568 | 131,01 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 1.944 | 211 | ||||||
| 2025-07-23 | 13F | IMZ Advisory Inc | 198.048 | 2,57 | 21.031 | 12,93 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 35.832 | 3.889 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 27.279 | 0,78 | 2.961 | 13,41 | ||||
| 2025-08-14 | 13F | Bank of Marin | 20.230 | 2.196 | ||||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 23.951 | 2.599 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 7.772 | 0,82 | 843 | 13,46 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 18.195 | 1.975 | ||||||
| 2025-07-14 | 13F | Stapp Wealth Management, Pllc | 17.357 | 1.884 | ||||||
| 2025-07-28 | NP | AGOX - Adaptive Growth Opportunities ETF | 240 | -73,36 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 669.883 | 45,13 | 72.702 | 63,31 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 49.980 | 2.625,19 | 5.424 | 2.981,82 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 89.035 | 6,46 | 9.663 | 19,79 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 6.267 | 0,02 | 680 | 12,58 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 47.532 | 33,18 | 5.159 | 49,85 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 1.060.776 | 4.057,79 | 115 | 5.650,00 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 1.980 | 215 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 28 | 3 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1.358 | 582,41 | 131 | 589,47 | ||||
| 2025-08-04 | 13F | Analyst IMS Investment Management Services Ltd. | 200.550 | 20,03 | 22 | 31,25 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 4.674 | 11,95 | 507 | 26,12 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 4.829 | 4,21 | 524 | 17,49 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 8.186 | 11,39 | 878 | 24,01 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 12.892 | 1,22 | 1.399 | 13,93 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 13.094 | 515,90 | 1.421 | 593,17 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 416.487 | 27,89 | 45 | 45,16 | ||||
| 2025-08-15 | 13F | Concentric Capital Strategies, LP | 3.604 | 391 | ||||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 61.763 | 5,05 | 6.703 | 18,22 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 97.550 | 3,57 | 10.587 | 16,55 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 2.260 | 38,74 | 245 | 56,05 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 2.357 | 0,04 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6.248 | 19,15 | 678 | 34,26 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 551 | 0,36 | 60 | 13,46 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 4.188 | 16,08 | 455 | 30,84 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | Call | 23.100 | 2.507 | |||||
| 2025-07-31 | 13F | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 164.249 | 84,83 | 17.837 | 108,22 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 5.975 | 38,47 | 648 | 55,77 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1.404 | 2,93 | 152 | 16,03 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 7.415 | 3,17 | 805 | 16,02 | ||||
| 2025-09-03 | 13F | Q3 Asset Management | 7.150 | 1 | ||||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1.665 | 181 | ||||||
| 2025-08-05 | 13F | Marion Wealth Management | 29.768 | 0,91 | 3.231 | 13,53 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 93.941 | 51,67 | 10.116 | 70,60 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 8.511 | 3,31 | 920 | 29,62 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 9.617 | 5,89 | 1.044 | 19,06 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 4.263 | 0 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 7.687 | 5,30 | 834 | 18,47 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 411.261 | 8,25 | 44.634 | 21,81 | ||||
| 2025-06-25 | NP | RECS - Columbia Research Enhanced Core ETF | 77.238 | 194,45 | 7.372 | 174,53 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 67.667 | 4,15 | 7.344 | 17,19 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 181.894 | 2.313,99 | 19.741 | 2.619,01 | ||||
| 2025-07-18 | 13F | Hudson Value Partners, LLC | 19.847 | 63,48 | 2.154 | 84,10 | ||||
| 2025-08-07 | 13F | PFG Advisors | 114.743 | 9,72 | 12.453 | 23,47 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 711.030 | 3,70 | 77.171 | 16,69 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 7.134 | 0,92 | 774 | 13,66 | ||||
| 2025-08-07 | 13F | Financially Speaking Inc | 46.424 | 165.700,00 | 5.038 | 251.800,00 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 28.819 | 1,46 | 3.128 | 14,17 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 2.270 | 7,08 | 246 | 20,59 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 5.033 | 49,26 | 546 | 68,00 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 368 | 40 | ||||||
| 2025-08-07 | 13F | Encompass More Asset Management | 26.417 | 228,65 | 2.867 | 269,94 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 930.637 | 3,04 | 101.002 | 15,95 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 4.501 | 390,31 | 488 | 454,55 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 38.377 | 15,15 | 4.165 | 53,07 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 3.022 | 328 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 55.431 | 235,46 | 6.016 | 277,59 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1.289 | 140 | ||||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 2.038 | 221 | ||||||
| 2025-07-22 | 13F/A | Kingstone Capital Partners Texas, LLC | 31.169 | 31,53 | 3.381 | 47,96 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 43.715 | 2,81 | 4.744 | 15,68 | ||||
| 2025-07-15 | 13F | Herbst Group, Llc | 22.467 | 0,60 | 2.438 | 13,18 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 8.029 | 4,11 | 871 | 17,23 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 106.578 | 11.485 | ||||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 4.514 | 10,29 | 490 | 24,11 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 1.926 | 209 | ||||||
| 2025-07-18 | 13F | Donald L. Hagan, LLC | 25.734 | 92,97 | 2.793 | 117,11 | ||||
| 2025-08-11 | 13F | ARS Investment Partners, LLC | 12.782 | 19,83 | 1.387 | 34,40 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 4.320 | 32,47 | 469 | 49,04 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 312.666 | 33.693 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 72.018 | 15,69 | 7.816 | 29,70 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 10.235 | 206,99 | 1.111 | 245,79 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 201 | 22 | ||||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 49.358 | 4,73 | 5.357 | 17,84 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 2.342 | 16,11 | 254 | 30,93 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 197.700 | 157,09 | 21.456 | 189,28 | |||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 360.239 | 39.097 | ||||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 940.952 | 1.343 | ||||||
| 2025-07-31 | 13F | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 458.927 | 91,10 | 49.837 | 115,27 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 30.014 | 33,92 | 3.257 | 50,72 | ||||
| 2025-08-14 | 13F | Family Management Corp | 123 | 339,29 | 13 | 550,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 80.463 | 35,56 | 8.733 | 52,55 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 2.503 | 8,35 | 272 | 22,07 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 562 | 1.024,00 | 61 | 1.400,00 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 29.965 | 50,25 | 3.252 | 69,11 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 11.692 | 70,84 | 1.269 | 92,12 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 3.254 | 14,54 | 353 | 28,83 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 4.335 | 4,31 | 470 | 17,50 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 7.955 | 271,56 | 863 | 318,93 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 1.998 | 217 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 120.100 | 13.034 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 57.786 | 6,63 | 6.271 | 20,00 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 267 | 29 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 26.739 | 8,79 | 2.902 | 22,41 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 14.161 | 10,80 | 1.537 | 24,68 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 2.715 | 2,14 | 295 | 14,84 | ||||
| 2025-06-03 | 13F | Invst, LLC | 5.024 | 485 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1.839 | 0,11 | 200 | 12,43 | ||||
| 2025-07-11 | 13F | CMH Wealth Management LLC | 94.868 | 0,20 | 10.296 | 12,76 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 31.724 | 6,63 | 3.443 | 20,01 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 35.254 | 185,00 | 3.826 | 220,70 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 20.669 | 18,69 | 2.243 | 33,59 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 14.620 | 1.410 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 18.434 | 333,84 | 2.001 | 386,62 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 701.979 | 3,43 | 76.186 | 16,38 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 2.910 | 316 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.044 | 113 | ||||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 389 | 218,85 | 42 | 281,82 | ||||
| 2025-08-28 | NP | CVLFX - Cullen Value Fund Class C | 7.098 | 65,53 | 770 | 109,81 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 1.452 | 1,75 | 158 | 14,60 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 50 | 5 | ||||||
| 2025-07-18 | 13F | Loudon Investment Management, LLC | 11.116 | 29,11 | 1.206 | 45,30 | ||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 1.960 | 213 | ||||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 2.370 | 257 | ||||||
| 2025-08-14 | 13F | Peak6 Llc | Call | 19.900 | 51,91 | 2.160 | 70,94 | |||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2.402.387 | 13.620,87 | 22 | -98,70 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 7.345 | 55,55 | 797 | 75,16 | ||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 5.570 | 0,09 | 605 | 12,69 | ||||
| 2025-07-24 | 13F | Total Wealth Planning & Management, Inc. | 3.524 | 35,38 | 382 | 52,19 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 100.459 | 30,88 | 10.903 | 47,28 | ||||
| 2025-08-14 | 13F | UBS Group AG | Put | 302.800 | 32.863 | |||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 23.949 | 2,94 | 2.599 | 15,82 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 233.663 | 0,66 | 25.359 | 13,27 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 122.057 | 286,59 | 13.247 | 335,01 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3.586.889 | 0,31 | 389.285 | 12,87 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 53.200 | 649,30 | 5.774 | 744,01 | |||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 71.072 | 12,33 | 7.713 | 26,40 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6.046 | 13,63 | 656 | 27,88 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 158.799 | 125,21 | 17.234 | 153,44 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 48.200 | 161,96 | 5.231 | 194,87 | |||
| 2025-07-07 | 13F | RDA Financial Network | 3.640 | 395 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 13.671 | 0,10 | 1.484 | 12,60 | ||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 137.816 | 0,28 | 14.957 | 12,85 | ||||
| 2025-06-27 | NP | BUYW - Main BuyWrite ETF | 705.200 | 9,88 | 67.304 | 2,43 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 5.783 | 34,80 | 542 | 30,60 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 15.990 | 1.735 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 22.947 | 25,81 | 2.490 | 41,56 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 32.291 | 3.106,65 | 3.505 | 3.512,37 | ||||
| 2025-08-13 | 13F | Capula Management Ltd | Put | 32.500 | 3.527 | |||||
| 2025-07-23 | 13F | Charter Trust Co | 83.876 | 18,67 | 9.103 | 33,53 | ||||
| 2025-08-13 | 13F | Capula Management Ltd | Call | 32.500 | 3.527 | |||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 5.245 | 15,96 | 569 | 30,21 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 75.751 | 132,81 | 8.221 | 161,98 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 2.450 | 266 | ||||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 17.612 | 2,34 | 1.911 | 15,19 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 2.672 | 290 | ||||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 582 | 211,23 | 63 | 250,00 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 5.751 | 18,48 | 624 | 33,33 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 11.798 | 1.280 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Boltwood Capital Management | 18.030 | 1,37 | 1.957 | 14,05 | ||||
| 2025-07-31 | 13F | DDD Partners, LLC | 19.608 | 1,88 | 2.128 | 14,66 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 101 | 11 | ||||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 21.443 | 0,55 | 2 | 0,00 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 91.418 | 8.725 | ||||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 83.772 | 2,66 | 9.092 | 15,51 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 215.703 | 22,42 | 23.410 | 37,75 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 4.887 | 25,63 | 530 | 41,33 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 2.345 | 255 | ||||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 21.334 | 140,17 | 2.315 | 170,44 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 43.975 | 450,17 | 4.773 | 519,74 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 4.136 | 2,50 | 449 | 15,17 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 2.199 | 239 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 17.476 | 2,55 | 1.897 | 15,40 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 724.802 | 3,04 | 78.663 | 15,94 | ||||
| 2025-07-11 | 13F | Petredis Investment Advisors Llc | 147.010 | 2,73 | 15.955 | 15,60 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 8.335 | 59,46 | 905 | 79,37 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 4.653 | 3,93 | 505 | 16,94 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 8.494.352 | 2,47 | 921.892 | 15,30 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 80.515 | 6,20 | 8.738 | 19,50 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 47.636 | 5 | ||||||
| 2025-08-12 | 13F | Main Management LLC | 908.983 | 0,84 | 99 | 13,95 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 69.445 | 34,55 | 7.537 | 51,39 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 38.258 | 16,84 | 4.153 | 31,51 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5.823 | 42,16 | 632 | 60,00 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 16.779 | 23,82 | 1.821 | 39,43 | ||||
| 2025-08-12 | 13F | CFC Planning Co LLC | 19.901 | 13,73 | 2.160 | 27,98 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 501.536 | 3,56 | 54.432 | 16,53 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 1.315 | 41,40 | 143 | 59,55 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 48.489 | 82,08 | 5.262 | 104,91 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 3.175 | 3,25 | 345 | 16,22 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 11.576 | 15,66 | 1.256 | 30,16 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 8.936 | 38,14 | 970 | 55,45 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 2.060 | 224 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 428.320 | 3,85 | 46.486 | 16,86 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 9.016 | 979 | ||||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 15.564 | 434,66 | 1.666 | 535,88 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 10.323 | 11,74 | 1 | |||||
| 2025-08-14 | 13F | DRW Securities, LLC | 43.494 | 4.720 | ||||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 3.753 | 69,05 | 407 | 90,19 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 13.756 | 4.884,06 | 1 | |||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 11.800 | 47,56 | 1.267 | 64,33 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 15.775 | 23,03 | 1.712 | 38,51 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 90.769 | 0,96 | 10 | 12,50 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 1.583 | 44,57 | 172 | 62,86 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 249 | 0,40 | 27 | 13,04 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 717.482 | 6,32 | 77.868 | 19,64 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 7.232 | 3,45 | 785 | 16,32 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 1.750 | 0,17 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 41.524 | 15.748,85 | 4.507 | 17.924,00 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 2.386 | 257 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 253.733 | 4,05 | 28 | 17,39 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 55.984 | 1,43 | 6.076 | 14,13 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 169.238 | 5,76 | 18.367 | 19,01 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3.218 | 89,07 | 349 | 139,04 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 247.839 | 56,12 | 26.620 | 73,86 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 22.759 | 0,29 | 2.470 | 12,89 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 96.800 | 356,60 | 10.506 | 413,94 | |||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 43.890.177 | 2,18 | 4.763.401 | 14,98 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 946 | 96 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 117.668 | 17,38 | 12.771 | 34,49 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 70 | 600,00 | 8 | |||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 115.912 | 95,39 | 12.580 | 119,87 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 14.015 | 21,89 | 1.521 | 37,27 | ||||
| 2025-07-16 | 13F | FCG Investment Co | 1.970 | 214 | ||||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 63.752 | 2,76 | 6.919 | 15,64 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 4.672 | 19,46 | 507 | 34,48 | ||||
| 2025-07-11 | 13F | Phillips Wealth Planners LLC | 11.369 | 3,27 | 1.214 | 20,82 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 2.700 | 26,76 | 292 | 42,65 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 210 | 0,48 | 23 | 10,00 | ||||
| 2025-08-12 | 13F | Main Management Fund Advisors LLC | 739.200 | 8,39 | 80 | 23,08 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 97.421 | 25,94 | 10.573 | 41,72 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 36.200 | 0,24 | 3.929 | 12,97 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 1.838.075 | 25,62 | 199.486 | 41,36 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 1.995 | 217 | ||||||
| 2025-04-15 | 13F | Collier Financial | 18.002 | 1.736 | ||||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 4.388 | 6,76 | 476 | 20,20 | ||||
| 2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 794.100 | 1.700,68 | 86 | 2.050,00 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 71.542 | 2,97 | 7.764 | 15,86 | ||||
| 2025-08-14 | 13F | Monetary Management Group Inc | 6.550 | 3,15 | 711 | 16,01 | ||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 9.529 | 23,02 | 1.034 | 38,42 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 3.734.466 | 46,25 | 405.302 | 64,57 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 35 | 288,89 | 4 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 88 | 0 | ||||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 3.413 | 370 | ||||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 2.745 | 11,40 | 265 | 10,92 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 56.991 | 0,18 | 6.185 | 12,72 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 178.360 | 102,58 | 19.358 | 127,94 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 10.456 | 12,20 | 1.135 | 26,28 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 31.420 | 6,42 | 3.030 | 6,02 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 2.489 | 267 | ||||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 3.138 | 0,10 | 341 | 12,58 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 7.306 | 133,94 | 793 | 163,12 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 2.591.768 | 6,96 | 281 | 20,60 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 22.349 | 2.426 | ||||||
| 2025-05-06 | 13F | JPL Wealth Management, LLC | 4.030 | 28,34 | 329 | 8,58 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 2.941 | 319 | ||||||
| 2025-07-22 | 13F | Red Tortoise LLC | 276 | 0,36 | 30 | 11,54 | ||||
| 2025-07-30 | NP | EQL - Alps Equal Sector Weight ETF | 468.445 | 6,62 | 47.500 | 6,00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 3.968 | 20,79 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 6.439.543 | 16,74 | 698.884 | 31,36 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 230.601 | 25.027 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 52.201 | 13,04 | 5.665 | 27,19 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 909 | 2,25 | 99 | 13,95 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 140.977 | 8,64 | 15.300 | 22,24 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 93.978 | 124,93 | 10.114 | 156,54 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 4.573 | 7,45 | 489 | 21,95 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 3.982 | 0,08 | 432 | 13,68 | ||||
| 2025-08-14 | 13F | Straightline Group Llc | 16.536 | 3,94 | 1.794 | 18,89 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 23.260 | 41,36 | 2.524 | 59,04 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 74.759 | 0,21 | 8.114 | 12,76 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 953 | 0,32 | 103 | 13,19 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 6.488 | 3,48 | 704 | 16,56 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 45.620 | 1,81 | 4.951 | 14,58 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 31.146 | 0,14 | 3.380 | 12,70 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 30 | 3 | ||||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 8.147 | 19,27 | 884 | 34,35 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4.868 | 54,29 | 528 | 73,68 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 174.919 | 12,71 | 18.984 | 26,83 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 13.742 | 1,43 | 1.491 | 14,17 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 25.800 | 2.800 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 114 | 12 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2.778 | 0,22 | 302 | 12,73 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 83.162 | 2,15 | 9.026 | 14,94 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 45.118 | 1,38 | 4.897 | 14,10 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 5.226 | 13,88 | 567 | 28,28 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 26.872 | 10,42 | 2.916 | 24,24 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 257.549 | 1,13 | 27.952 | 13,80 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 10.500 | 1.140 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 69.692 | 73,41 | 7.564 | 95,12 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 2.263 | 246 | ||||||
| 2025-07-16 | 13F | American National Bank | 300 | 1.011,11 | 33 | 1.500,00 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 12.098 | 1,98 | 1.313 | 14,69 | ||||
| 2025-04-01 | NP | MSMR - McElhenny Sheffield Managed Risk ETF | 141.162 | 29,40 | 14.452 | 54,42 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 8.070 | 32,62 | 876 | 49,32 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 103.900 | 19,22 | 11.276 | 34,16 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 16.478 | 3,38 | 1.788 | 16,33 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 1.800 | 195 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 1.918 | 208 | ||||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 44.433 | 0,42 | 4.822 | 13,01 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 14.339 | 1,27 | 1.556 | 13,99 | ||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 1.483 | 12.258,33 | 161 | 15.900,00 | ||||
| 2025-06-30 | NP | Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF | 304.028 | 47,23 | 29.016 | 37,25 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 12.143 | 1,22 | 1.318 | 13,83 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 2.330 | 253 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 361.855 | 48,63 | 39.272 | 67,25 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 4.149 | 0,24 | 450 | 12,78 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 122.492 | 0,05 | 13.294 | 12,58 | ||||
| 2025-07-29 | NP | MPRO - Monarch ProCap ETF | 246.048 | 39,91 | 24.949 | 39,08 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 2.079 | 226 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 4.565 | 100,31 | 495 | 126,03 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 1.910 | 207 | ||||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 49.077 | 1,69 | 5.326 | 14,44 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 7.380 | 2,99 | 795 | 27,20 | ||||
| 2025-08-13 | 13F | Morton Community Bank | 23.490 | 2,26 | 2.549 | 15,08 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 1.873 | 0 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 5.707 | 12,17 | 619 | 26,33 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 6.695 | 1,72 | 727 | 14,51 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1.307 | 473,25 | 142 | 571,43 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 15.665 | 0,30 | 1.700 | 12,88 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 5.399 | 9,76 | 586 | 23,42 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 2.964 | 322 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 1.115 | 7,11 | 121 | 21,00 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 34.304 | 146,63 | 3.692 | 175,32 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 210.610 | 5.960,72 | 22.857 | 6.722,99 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 2.027 | 220 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 40.915 | 10,70 | 4 | 33,33 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 68.719 | 2,11 | 7.458 | 14,90 | ||||
| 2025-08-14 | 13F | Optiver Holding B.V. | 636 | 69 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 91.648 | 7,78 | 9.947 | 21,28 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 158 | 56,44 | 15 | 66,67 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 9.051 | 8,64 | 982 | 22,29 | ||||
| 2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 24.443 | 156,70 | 2.653 | 188,89 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 17.652 | 1,66 | 1.916 | 14,40 | ||||
| 2025-08-12 | 13F | Main Management ETF Advisors, LLC | 2.968.510 | 232,71 | 322 | 75,00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 222 | 200,00 | 21 | 200,00 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 25.083 | 4,42 | 2.722 | 17,53 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 4.521 | 0,24 | 491 | 12,90 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 37.823 | 4.105 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 168.062 | 44,10 | 18.240 | 62,15 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 3.151 | 342 | ||||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 22.832 | 2,30 | 2.478 | 15,10 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1.146 | 6,90 | 124 | 20,39 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 16.731 | 0,41 | 1.816 | 12,94 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 9.690 | 5,62 | 1.052 | 18,89 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 3.715 | 1,36 | 403 | 14,16 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 57.903 | 6.284 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 2.123 | 230 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 40.520 | 64,72 | 4.398 | 85,37 | ||||
| 2025-07-08 | 13F | D. Scott Neal, Inc. | 185.483 | 1,23 | 20.130 | 13,91 | ||||
| 2025-08-08 | NP | QTSSX - Quantified Tactical Sectors Fund Investor Class Shares | 91.688 | 9.951 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 89.222 | 181,55 | 9.683 | 216,85 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 41.622 | 15,69 | 4.517 | 30,21 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 256.992 | 58,78 | 27.891 | 78,67 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 970.754 | 50,10 | 105 | 69,35 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 27.584 | 6,86 | 2.994 | 20,25 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2.425 | 263 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 2.040 | 221 | ||||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 2.897 | 314 | ||||||
| 2025-08-25 | NP | KOOL - North Shore Equity Rotation ETF | 7.353 | 4,09 | 798 | 17,18 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 4.269 | 10,83 | 463 | 24,80 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 436 | 16,27 | 47 | 30,56 | ||||
| 2025-08-07 | 13F | Commerce Bank | 8.755 | 29,70 | 950 | 45,93 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 3.371 | 0,12 | 359 | 10,15 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 38.960 | 0,14 | 4 | 33,33 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 170.761 | 44,09 | 18.533 | 62,13 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 25.237 | 16,95 | 2.724 | 30,77 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 3.486 | 378 | ||||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 2.854 | 2,04 | 275 | 0,73 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 471 | 52 | ||||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 7.455 | 12,11 | 809 | 26,21 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 91.518 | 9.932 | ||||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 34.345 | 2,90 | 4 | 0,00 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 40.496 | 3,68 | 4.395 | 16,67 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14.343 | 0,01 | 1.557 | 12,51 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 8.047 | 3,17 | 873 | 16,09 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 17.164 | 38,90 | 1.863 | 56,34 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 552.500 | 83,01 | 59.963 | 105,93 | |||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 2.204 | 5,05 | 239 | 18,32 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 2.034 | 221 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 130.716 | 14.187 | ||||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 8.331 | 5,48 | 904 | 18,79 | ||||
| 2025-08-28 | NP | ICSIX - Dynamic U.S. Opportunity Fund Class I | 115.877 | 95,45 | 12.576 | 119,94 | ||||
| 2025-07-21 | 13F | Washington Growth Strategies Llc | 5.837 | 5.980,21 | 1 | |||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 15.756 | 1.710 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 3.028 | 4,05 | 329 | 17,14 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 17.183 | 56,51 | 1.865 | 76,18 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 383.374 | 26,06 | 41.608 | 41,85 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 123 | 12 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 1.019.877 | 1,76 | 110.687 | 14,50 | ||||
| 2025-08-05 | 13F | VGI Partners Ltd | 2.400 | 260 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 623 | 180,63 | 68 | 219,05 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 6.050 | 0,33 | 657 | 12,91 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 136 | 15 | ||||||
| 2025-08-13 | 13F | Constitution Capital LLC | 5.464 | 6,68 | 593 | 20,04 | ||||
| 2025-08-14 | 13F | SRB Corp | 800.774 | 12,07 | 86.908 | 26,11 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 6.929 | 5,83 | 752 | 19,18 | ||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 181.676 | 0,08 | 20 | 11,76 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 10.312 | 1.117 | ||||||
| 2025-08-08 | 13F | Creative Planning | 66.012 | 21,37 | 7.164 | 36,59 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 3.619.986 | 43,02 | 393 | 60,66 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 7.817 | 10,27 | 848 | 24,16 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 862.910 | 443,22 | 93.433 | 585,95 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 6.177 | 15,31 | 1 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 10.128.729 | 4,31 | 1.099.271 | 17,38 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 19.203 | 24,12 | 2.084 | 39,68 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 8.768 | 0,22 | 952 | 12,81 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 15.278 | 6,01 | 1.658 | 19,28 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 515 | 2.475,00 | 56 | 5.400,00 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 7.899 | 0,64 | 857 | 13,21 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 158 | 652,38 | 17 | 750,00 | ||||
| 2025-06-16 | 13F | Peterson Wealth Management | 9.447 | 14,09 | 911 | 13,73 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 68 | 1,49 | 7 | 16,67 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 8.294 | 139,78 | 900 | 170,27 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 272 | 164,08 | 30 | 222,22 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 232.697 | 66.575,36 | 25.255 | 76.427,27 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 68.726 | 16,87 | 7 | 40,00 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 55.285 | 36,24 | 6.000 | 53,34 | ||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 24.898 | 24,27 | 2.702 | 39,86 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 233.514 | 8,03 | 25.343 | 21,55 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 9.351 | 6,70 | 1.015 | 20,00 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 576 | 4,73 | 63 | 16,98 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 48.892 | 3,51 | 5.306 | 16,49 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 119.830 | 466,55 | 13.005 | 537,50 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 181.222 | 12,84 | 19.668 | 26,97 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 17.520 | 1.901 | ||||||
| 2025-07-23 | 13F | Nelson Capital Management, LLC | 31.004 | 0,78 | 3.365 | 13,38 | ||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 4.183 | 454 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 13.860 | 4,67 | 1.504 | 17,78 | ||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 290.770 | 31.557 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 34.464 | 5.285,00 | 3.740 | 6.031,15 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 46.692 | 76,64 | 5.068 | 98,78 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 80.049 | 6,24 | 8.688 | 31,82 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 5.630 | 0,46 | 611 | 13,15 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 4.056 | 26,16 | 440 | 41,94 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2.100 | 3,35 | 228 | 16,41 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 338.493 | 5,57 | 36.736 | 18,79 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1.854 | 15,09 | ||||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 5.451 | 0,37 | 592 | 13,00 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 4.320 | 469 | ||||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 288.700 | 566,37 | 31.333 | 649,93 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 3.109 | 5,32 | 337 | 18,66 | ||||
| 2025-08-08 | NP | QMLFX - Quantified Market Leaders Fund Investor Class Shares | 220.978 | 23.983 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 453 | 49 | ||||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 13.854 | 5,76 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Client First Capital LLC | 90.168 | 1,20 | 9.786 | 13,87 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 62.569 | 45,46 | 6.791 | 63,69 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 12.170 | 7,99 | 1.321 | 21,55 | ||||
| 2025-08-08 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 49.353 | 4,48 | 5.356 | 17,59 | ||||
| 2025-08-14 | 13F | KKM Financial LLC | 13.109 | 36,69 | 1.420 | 52,42 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 2.116 | 1,44 | 204 | 1,49 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 16.437 | 245,46 | 1.784 | 289,30 | ||||
| 2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 4.397 | 0,11 | 477 | 12,77 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 5.823 | 119,07 | 632 | 146,48 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 14.127 | 42,38 | 1.533 | 60,36 | ||||
| 2025-05-02 | 13F | Retirement Planning Co of New England, Inc. | 6.550 | 632 | ||||||
| 2025-08-13 | 13F | West Chester Capital Advisors, Inc | 26.758 | 0,97 | 2.904 | 13,62 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 220.422 | 60,23 | 24 | 76,92 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 89.809 | 0,20 | 9.747 | 12,75 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 6.600 | 0,76 | 716 | 13,47 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 8.500 | 1,37 | 923 | 14,11 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 5.078 | 3,36 | 551 | 16,49 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 6.899 | 0,89 | 749 | 13,51 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 174.568 | 5,72 | 18.946 | 18,96 |
