Basic Stats
| Institutional Owners | 381 total, 379 long only, 0 short only, 2 long/short - change of 9.14% MRQ |
| Average Portfolio Allocation | 0.1603 % - change of 22.11% MRQ |
| Institutional Shares (Long) | 7,577,144 (ex 13D/G) - change of 0.05MM shares 0.72% MRQ |
| Institutional Value (Long) | $ 587,324 USD ($1000) |
Institutional Ownership and Shareholders
Amplify ETF Trust - Amplify Cybersecurity ETF (US:HACK) has 381 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 7,577,144 shares. Largest shareholders include LPL Financial LLC, Wealth Enhancement Advisory Services, Llc, HighTower Advisors, LLC, Destination Wealth Management, Raymond James Financial Inc, Royal Bank Of Canada, Thrivent Financial For Lutherans, Nan Shan Life Insurance Co., Ltd., Cetera Investment Advisers, and Envestnet Asset Management Inc .
Amplify ETF Trust - Amplify Cybersecurity ETF (ARCA:HACK) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.
The share price as of September 5, 2025 is 84.94 / share. Previously, on September 9, 2024, the share price was 63.45 / share. This represents an increase of 33.87% over that period.
Fund Sentiment Score
The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.
Update Frequency: Daily
See Ownership Explorer, which provides a list of highest-ranking companies.
Institutional Put/Call Ratio
In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.
Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.
13F and NPORT Filings
Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-15 | 13F | Glenmede Trust Co Na | 2,271 | 62.68 | 163 | 58.25 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 600 | -14.29 | 52 | 2.00 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 3,620 | -0.71 | 308 | 16.73 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,658 | 82.93 | 230 | 112.04 | ||||
| 2025-05-14 | 13F | Peak6 Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 7,953 | 14.38 | 687 | 37.47 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 14,079 | 7.59 | 1,216 | 29.50 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 5,690 | 8.53 | 491 | 30.59 | ||||
| 2025-05-14 | 13F | Peak6 Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Peak6 Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2,581 | 223 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 58,548 | -26.97 | 7,009 | 21.77 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16,444 | 30.19 | 1,420 | 56.73 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | City Holding Co | 7,760 | 29.77 | 670 | 56.18 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 4,274 | -2.20 | 350 | 14.05 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21,799 | 13.93 | 1,565 | 9.82 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 350 | 0.00 | 30 | 20.00 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 16,010 | -15.47 | 1,383 | 1.69 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 80 | 0.00 | 7 | 20.00 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 200 | 17 | ||||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 2,476 | 214 | ||||||
| 2025-07-30 | 13F | Advantage Trust Co | 5,430 | 469 | ||||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 4,525 | 384 | ||||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 125 | 0.00 | 11 | 25.00 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 16,311 | 8.34 | 1,409 | 30.37 | ||||
| 2025-07-18 | 13F | Bourgeon Capital Management Llc | 2,804 | 0.00 | 242 | 20.40 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 135,498 | -6.72 | 12 | 10.00 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 23,150 | 3.94 | 1,999 | 25.02 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 9,069 | 3.27 | 783 | 19.72 | ||||
| 2025-08-14 | 13F | UBS Group AG | 15,538 | 6.45 | 1,342 | 28.18 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 10,524 | -15.83 | 909 | 1.23 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 12,389 | 0.86 | 1,070 | 21.45 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4,004 | -2.44 | 346 | 17.35 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 13,091 | 10.97 | 1,131 | 33.57 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 9,510 | -8.17 | 821 | 10.50 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 3,535 | 5.37 | 305 | 27.08 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 970 | 6.95 | 84 | 27.69 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 23,047 | 47.73 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 46,680 | -2.59 | 4 | 33.33 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 700 | 0.00 | 60 | 20.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 258,694 | 6.67 | 22,343 | 28.32 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 2,323 | 201 | ||||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 7,395 | 76.28 | 639 | 111.96 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 5,456 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 7,134 | 2.87 | 616 | 23.94 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1,080 | 0.00 | 93 | 20.78 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 425 | 31 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 400 | 0.00 | 35 | 21.43 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 37,804 | -10.79 | 3,265 | 7.33 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 9,648 | -3.05 | 833 | 16.67 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 5,800 | 2.73 | 501 | 23.46 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | Hoey Investments, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 168 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 10,290 | -22.96 | 889 | 303.64 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4,863 | 19.69 | 420 | 44.33 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 309,474 | -2.52 | 26,729 | 17.27 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 230,265 | 20 | ||||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 100 | 0.00 | 9 | 14.29 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 3,145 | 0.00 | 272 | 20.44 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 2,322 | -29.68 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 | -98.28 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 42,605 | 4.20 | 3,680 | 25.35 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 8,248 | -1.20 | 712 | 18.86 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 5,235 | 0.00 | 452 | 20.53 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 8,982 | 776 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 4,699 | 0.00 | 406 | 20.18 | ||||
| 2025-05-13 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Smartleaf Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Grassi Investment Management | 6,085 | 2.10 | 1 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 90 | -10.89 | 8 | 0.00 | ||||
| 2025-08-12 | 13F | Mustico Financial Group, Inc. | 3,108 | 262 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 949 | 0.00 | 82 | 19.12 | ||||
| 2025-08-05 | 13F | Wellington Shields & Co., LLC | 1,550 | 0.00 | 134 | 19.82 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 4,299 | 0.05 | 371 | 20.45 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12,435 | 2.47 | 1,074 | 23.31 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 7,011 | -8.63 | 606 | 10.00 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 22,985 | -1.01 | 1,985 | 19.08 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 3,485 | -17.94 | 301 | -1.32 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 380 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 3,715 | -14.79 | 321 | 2.24 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 600 | 0.00 | 52 | 18.60 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 4,080 | -0.41 | 352 | 19.73 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 8,047 | -10.56 | 695 | 7.75 | ||||
| 2025-08-12 | 13F | RPG Investment Advisory, LLC | 3,070 | -50.11 | 265 | -39.91 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 14,800 | 25.42 | 1,278 | 50.89 | |||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10,485 | -1.36 | 906 | 14.41 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 76,335 | -0.20 | 6,593 | 20.07 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 22 | 2 | ||||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 2,921 | -3.34 | 252 | 16.67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 236,682 | 13.06 | 20,442 | 36.00 | ||||
| 2025-05-06 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Dagco, Inc. | 150 | 0.00 | 13 | 20.00 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 4,543 | 392 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 53,267 | 4.64 | 4,600 | 25.85 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 13,899 | 37.64 | 1,200 | 65.52 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 14,464 | -2.57 | 1,249 | 17.28 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 59,513 | -0.34 | 5,140 | 19.90 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 2,366 | 204 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 4 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 3,340 | 13.61 | 288 | 36.49 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 36,793 | -12.91 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 7,825 | -11.46 | 676 | 6.47 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 7,787 | -1.13 | 673 | 18.94 | ||||
| 2025-05-15 | 13F | Nova Wealth Management, Inc. | 127 | 0.00 | 9 | 0.00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 18,951 | 38.41 | 1,637 | 66.43 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,850 | 744.75 | 160 | 960.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 203,440 | 5.71 | 17,571 | 27.17 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5,333 | 0.00 | 461 | 20.42 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 205 | 0.00 | 18 | 21.43 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 8,656 | 18.58 | 748 | 42.56 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,007 | 0.00 | 87 | 19.44 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2,771 | 239 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 9,527 | -2.07 | 823 | 17.77 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 3,650 | 0.00 | 315 | 20.23 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 3,380 | -1.17 | 292 | 18.78 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 4,888 | 0.00 | 422 | 20.57 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 2,695 | 233 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 6,972 | 7.73 | 602 | 29.74 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 150 | 0.00 | 13 | 20.00 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 100 | 8 | ||||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 41,244 | 31.72 | 3,562 | 58.45 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 27,900 | 1.23 | 2,410 | 21.79 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3,160 | -0.63 | 273 | 19.30 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,102 | 0.00 | 95 | 20.25 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 3,683 | 0.00 | 318 | 20.45 | ||||
| 2025-07-18 | 13F | Hudson Value Partners, LLC | 3,800 | 0.00 | 328 | 20.59 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 128 | 0.00 | 11 | 22.22 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 2,423 | 209 | ||||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 67 | 0.00 | 58 | 1,325.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 44,522 | 9.55 | 3,845 | 31.81 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-04 | 13F | Spire Wealth Management | 5,509 | 50.93 | 476 | 81.30 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2,439 | 0.00 | 211 | 20.00 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 1,710 | -50.58 | 147 | -41.13 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 45,898 | 0.14 | 3,964 | 20.49 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 2,400 | 207 | ||||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 50 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 4,850 | 0.00 | 419 | 20.11 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 50 | 0.00 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 25,001 | 21.93 | 2,158 | 46.44 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 382 | 33 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 185 | 117.65 | 16 | 150.00 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 47,328 | -0.25 | 4,088 | 19.99 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 437 | 63 | ||||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 8,366 | 0.00 | 723 | 19.34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 87,216 | 8.55 | 7,533 | 30.56 | ||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 25,612 | -3.92 | 2,212 | 15.57 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1,590 | 0.00 | 137 | 20.18 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 38,589 | 10.08 | 3,333 | 32.38 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 10,903 | 10.18 | 942 | 32.54 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 150 | 0.00 | 13 | 20.00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 44,768 | 119.48 | 3,800 | 159.56 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 4,000 | 0.00 | 345 | 20.21 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 2,766 | 239 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 16,000 | 1,382 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 18,447 | 4.82 | 1,593 | 26.13 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 205 | -24.63 | 18 | -10.53 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 3,880 | -0.69 | 335 | 19.64 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 5,681 | 0.00 | 484 | 17.76 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 4,838 | 0.00 | 418 | 20.17 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 1,896 | 0.00 | 164 | 19.85 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 43,402 | 3.68 | 3,749 | 24.73 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 4,110 | -1.20 | 295 | -4.53 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 15,119 | 0.00 | 1,306 | 20.28 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 300 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Avalon Trust Co | 1,175 | 0.00 | 101 | 20.24 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 7,318 | -49.81 | 632 | -39.58 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1,010 | -5.16 | 87 | 14.47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,540 | -54.92 | 219 | -45.79 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 10,788 | 30.51 | 932 | 57.00 | ||||
| 2025-07-31 | 13F | City State Bank | 160 | 0.00 | 14 | 18.18 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 8,242 | 2.54 | 712 | 23.22 | ||||
| 2025-05-09 | 13F | Capital Performance Advisors Llp | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 702 | -69.65 | 61 | -63.86 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 250 | 0.00 | 20 | 5.26 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 5,779 | 0.00 | 499 | 20.53 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 53 | 0.00 | 5 | 33.33 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 7,605 | 0.00 | 657 | 20.15 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 16,255 | 6.08 | 1,404 | 27.43 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1,256 | 0.00 | 108 | 20.00 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 12 | 1 | ||||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 2,838 | -0.04 | 245 | 20.69 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 150 | 13 | ||||||
| 2025-08-11 | 13F | Bedell Frazier Investment Counseling, LLC | 11,607 | -2.46 | 1,002 | 17.33 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 4,188 | 0.00 | 362 | 20.33 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 108,397 | -8.43 | 9,362 | 10.15 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 2,479 | 214 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 3,050 | 263 | ||||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 3,320 | 0.00 | 282 | 18.07 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 4,035 | -1.25 | 349 | 18.77 | ||||
| 2025-04-28 | 13F | Mutual Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Glassman Wealth Services | 856 | 0.00 | 74 | 19.67 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 186 | 27.40 | 16 | 60.00 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 3,295 | -0.75 | 285 | 19.33 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 190 | 16 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 310,430 | 8.73 | 26,812 | 30.79 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 236 | 0.00 | 20 | 25.00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 3,500 | 302 | ||||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 1,500 | 0.00 | 128 | 18.69 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 4,256 | 2,617 | ||||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 3,787 | -4.08 | 327 | 15.55 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6,475 | -3.72 | 559 | 15.98 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 5,030 | 66.12 | 434 | 100.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10,151 | -7.27 | 877 | 23.38 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 2,938 | 0.34 | 254 | 20.48 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 13,075 | 0.46 | 1,129 | 20.88 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 202,660 | -4.29 | 17,504 | 15.14 | ||||
| 2025-03-18 | 13F | Thoma Capital Management LLC | 77,100 | 5,743 | ||||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Busey Wealth Management | 2,412 | 208 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 142,841 | 24.53 | 12,337 | 49.81 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 100 | 0.00 | 9 | 14.29 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 7,236 | 0.00 | 614 | 18.30 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7,375 | 6.22 | 637 | 27.91 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 200 | 0.00 | 17 | 21.43 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 3,345 | 0.00 | 289 | 20.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 27,600 | 93.67 | 2,384 | 132.94 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 50 | 0.00 | 4 | 33.33 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 80 | 7 | ||||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 11,233 | 0.00 | 970 | 20.35 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 900 | 0.00 | 78 | 20.31 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 9,908 | 53.26 | 856 | 84.27 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4,728 | -84.46 | 410 | -81.28 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2,080 | 180 | ||||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Hilltop National Bank | 200 | 0.00 | 17 | 21.43 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 1,073 | 0.00 | 93 | 19.48 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 6,927 | -14.35 | 598 | 3.10 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 33,177 | -5.30 | 2,865 | 13.92 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2,811 | -40.41 | 243 | -28.40 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 9,555 | -0.68 | 812 | 16.83 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3,050 | -2.40 | 263 | 17.41 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 888 | 0.00 | 77 | 20.63 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 792 | 28.36 | 68 | 54.55 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1,301 | 0.00 | 112 | 20.43 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 15,204 | 1.33 | 1,313 | 21.91 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4,400 | 0.00 | 380 | 20.63 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 7,110 | 0.00 | 614 | 20.39 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 39,916 | 9.20 | 3,448 | 31.36 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3,819 | 17.44 | 330 | 41.20 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 11,796 | 1,019 | ||||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 300 | -76.10 | 26 | -72.22 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 300 | 0.00 | 26 | 19.05 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 7,318 | -14.50 | 632 | 2.93 | ||||
| 2025-08-04 | 13F | ELCO Management Co., LLC | 3,575 | 0.00 | 309 | 20.31 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 20,158 | 1,711 | ||||||
| 2025-08-13 | 13F/A | DLD Asset Management, LP | 30,000 | 2,280 | ||||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 5,854 | 9.65 | 506 | 31.85 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 13,375 | 0.00 | 1,150 | 19.54 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 5,583 | 18.61 | 0 | |||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 3,500 | 0.00 | 302 | 20.32 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 9,700 | -51.01 | 838 | -41.10 | |||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4,552 | -78.16 | 393 | -73.73 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 2,573 | 222 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 900 | 78 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 6,000 | 518 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 8,300 | -37.12 | 717 | -24.39 | |||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 1,095 | 0.00 | 95 | 20.51 | ||||
| 2025-08-06 | 13F | Florin Court Capital LLP | 24,000 | 55.83 | 2,073 | 87.51 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3,788 | -56.81 | 316 | -51.91 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 7,330 | 0.85 | 633 | 21.50 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 4,429 | -0.02 | 383 | 20.13 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 850 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 17,386 | 13.04 | 1,502 | 35.96 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4,514 | 11.07 | 390 | 33.68 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 77,647 | -81.73 | 6,707 | -78.03 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 16,601 | -75.38 | 1,453 | -70.01 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 2,525 | 218 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 11,715 | -2.10 | 1,012 | 17.69 | ||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 46,826 | 1.06 | 4,044 | 21.59 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 28,329 | 5.20 | 2,447 | 26.54 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 83 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Sather Financial Group Inc | 5,590 | 0.00 | 483 | 20.20 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 330 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 115,728 | 4.22 | 9,995 | 25.38 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10,761 | 24.79 | 917 | 46.79 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 29,511 | 3.79 | 2,549 | 24.84 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 41,126 | -7.62 | 3,552 | 11.14 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,492 | -24.34 | 129 | -9.22 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 6,150 | -17.19 | 531 | -0.38 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 100 | 0.00 | 9 | 14.29 | ||||
| 2025-08-14 | 13F | Alamea Verwaltungs GmbH | 12,962 | 0.00 | 1,120 | 20.32 | ||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 4,900 | 25.64 | 352 | 21.03 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 161,188 | -0.07 | 13,922 | 20.21 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 17,510 | 1.90 | 1,513 | 22.63 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 2,822 | 244 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 721,567 | 26.41 | 62,322 | 52.06 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 18,356 | 2.23 | 1,585 | 22.96 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 4,421 | 42.38 | 382 | 71.62 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 26,491 | 24.62 | 2,288 | 49.93 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 9,409 | -3.65 | 813 | 15.83 | ||||
| 2025-08-14 | 13F | Nan Shan Life Insurance Co., Ltd. | 219,327 | 18,943 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 2,654 | 229 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 4,133 | 0.00 | 357 | 20.27 | ||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 2,568 | 222 | ||||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 125 | 0.00 | 9 | -11.11 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4,264 | -17.65 | 368 | 1.38 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 1,500 | 130 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6,521 | -4.54 | 563 | 14.90 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 4,545 | -4.24 | 393 | 15.29 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 7,434 | 36.05 | 1 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 13,274 | 231.85 | 1,146 | 296.54 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 2,531 | 219 | ||||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 11,982 | -0.08 | 1,035 | 20.09 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 8,671 | 0.00 | 1 | |||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 6,208 | 0.00 | 536 | 20.45 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 4,915 | 41.72 | 425 | 64.34 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 7,673 | -8.45 | 663 | 10.15 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 28,221 | -0.11 | 2,437 | 20.17 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 300 | 0.00 | 26 | 19.05 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 37 | 3 | ||||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 20,120 | 0.00 | 1,738 | 20.29 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 300 | 26 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 165,611 | -3.81 | 14,308 | 15.71 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,865 | 0.00 | 334 | 20.22 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 90,848 | 28.00 | 8 | 40.00 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 4,360 | 0.00 | 377 | 20.13 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 5,519 | 26.70 | 477 | 52.56 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 32,265 | -5.64 | 2,787 | 13.48 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 6 | |||||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 11,132 | 0.00 | 962 | 20.28 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 2,358 | 6.12 | 204 | 27.67 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 45 | -23.73 | 3 | -25.00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 300 | 0.00 | 26 | 19.05 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 11,283 | -48.24 | 974 | -37.76 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4,904 | -6.79 | 424 | 12.20 | ||||
| 2025-08-06 | 13F | Helios Capital Management Pte. Ltd | 67,000 | 5,787 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 264 | 0.00 | 19 | -5.26 | ||||
| 2025-04-11 | 13F | Cranbrook Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 26,343 | -3.83 | 2,275 | 15.72 | ||||
| 2025-08-18 | 13F | Ashford Capital Management Inc | 26,350 | 63.13 | 2,276 | 96.29 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 41 | 0.00 | 4 | 50.00 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 15,538 | 1.38 | 1,342 | 21.91 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2,270 | -10.63 | 196 | 7.69 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 260 | 0.00 | 22 | 22.22 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 20 | 0.00 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 301 | 0.00 | 26 | 19.05 | ||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 50,978 | -1.92 | 4,403 | 17.98 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 2,275 | 196 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 313,019 | -1.80 | 27,142 | 18.60 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 3,835 | 0.00 | 331 | 20.36 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 11,252 | 0.00 | 972 | 20.32 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 264 | 23 | ||||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 2,850 | 0.00 | 246 | 20.59 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 100 | 9 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 790 | -2.83 | 68 | 17.24 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 3,130 | 0.00 | 270 | 20.54 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 2,675 | 231 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 200 | 0.00 | 17 | 21.43 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 9,472 | 818 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3,554 | 0.00 | 307 | 20.00 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 2,534 | 0 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 24 | 4.35 | 2 | 100.00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 84,647 | -0.46 | 7,311 | 19.75 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21,032 | -31.52 | 1,817 | -17.64 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 23,400 | -26.42 | 2,021 | -11.48 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 11,000 | -31.25 | 950 | -17.25 | |||
| 2025-08-12 | 13F | MAI Capital Management | 35,808 | -10.48 | 3,093 | 7.66 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 7,218 | 0.00 | 623 | 20.27 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 317 | 27 | ||||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 791 | 0.00 | 68 | 21.43 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 4,485 | 0.00 | 387 | 20.19 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 748 | 0.00 | 65 | 20.75 | ||||
| 2025-08-05 | 13F | SS&H Financial Advisors, Inc. | 6,100 | -14.08 | 527 | |||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 8,326 | 8.79 | 719 | 30.97 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 7,990 | -69.95 | 690 | -63.86 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 12,231 | -0.84 | 1,056 | 19.32 | ||||
| 2025-07-11 | 13F | Elk River Wealth Management, LLC | 3,500 | 0.00 | 302 | 20.32 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8,899 | 1 | ||||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 10 | 0.00 | 1 | |||||
| 2025-07-21 | 13F | TFG Advisers LLC | 3,419 | -1.07 | 295 | 18.95 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 3,200 | 0.00 | 276 | 20.52 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 121 | 10 | ||||||
| 2025-07-18 | 13F | Viewpoint Investment Partners Corp | 11,296 | 39.20 | 976 | 67.53 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 47,328 | 4,088 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 3,136 | -15.95 | 271 | 1.12 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 35,605 | 49.39 | 3,075 | 79.72 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 3,586 | -11.57 | 310 | 2.32 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 627 | 0.00 | 54 | 20.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 882 | 127.32 | 76 | 181.48 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 3,200 | 29.08 | 276 | 55.93 | ||||
| 2025-06-16 | 13F | Peterson Wealth Management | 8,453 | 0.90 | 607 | -2.88 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 38,867 | 8,537.11 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 11,406 | 3.29 | 954 | 17.78 | ||||
| 2025-08-14 | 13F | Fmr Llc | 17,673 | 5.14 | 1,526 | 26.53 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 65,065 | 2.21 | 6 | 25.00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 4,995 | 0.00 | 431 | 20.39 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13,382 | 34.87 | 1,156 | 62.22 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 208 | 0 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 11,017 | -11.59 | 952 | 6.38 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 4,477 | 2.87 | 387 | 23.72 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 3,036 | 0.00 | 262 | 20.18 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 303 | 26 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 987 | 0.00 | 85 | 19.72 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 48,776 | 0.62 | 4,213 | 21.03 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1,141 | 9.61 | 99 | 32.43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 86,140 | -9.32 | 7 | 16.67 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 141 | 0.00 | 12 | 20.00 |
Other Listings
| MX:HACKUS |
