Propriedade Institucional e de Fundos - Vendedores
Esta página mostra instituições, fundos e principais acionistas que diminuíram participações ou fecharam suas posições no último período de relatório. Linhas vermelhas indicam posições fechadas. Clique no ícone do link para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2026-07-31 | 13F | Jacobi Capital Management LLC | 7,914 | -0.05 | 695 | 14.69 | ||||
| 2026-08-14 | 13F | Financial Engines Advisors L.L.C. | 5,010,116 | -0.80 | 440,289 | 13.90 | ||||
| 2026-07-30 | 13F | Buck Wealth Strategies, LLC | 3,722 | -18.98 | 327 | -6.84 | ||||
| 2026-07-29 | 13F | Corrado Advisors, Llc | 8,720 | -0.50 | 766 | 14.33 | ||||
| 2026-07-30 | 13F | GeoWealth Management, LLC | 52,571 | -28.13 | 4,620 | -17.49 | ||||
| 2026-10-15 | 13F | WealthPlan Investment Management, LLC | 18,180 | -0.97 | 1,632 | 1.12 | ||||
| 2026-08-13 | 13F | Mariner, LLC | 1,853,216 | -24.76 | 162,856 | -13.54 | ||||
| 2026-07-23 | 13F | Turning Point Benefit Group, Inc. | 98,369 | -30.59 | 8,638 | 2.37 | ||||
| 2026-10-14 | 13F | Quantum Financial Planning Services, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-13 | 13F | American Money Management, LLC | 9,111 | -7.34 | 801 | 6.38 | ||||
| 2026-10-13 | 13F | Catalyst Private Wealth, Llc | 49,467 | -0.04 | 4,440 | 2.09 | ||||
| 2026-08-04 | 13F | SYM FINANCIAL Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-09 | 13F | Shira Ridge Wealth Management | 8,975 | -1.10 | 806 | 1.00 | ||||
| 2026-08-14 | 13F | Bank of Jackson Hole Trust | 0 | -100.00 | 0 | |||||
| 2026-08-12 | 13F | Simplex Trading, Llc | 1,082 | -93.43 | 95 | -92.46 | ||||
| 2026-10-16 | 13F | McKinley Carter Wealth Services, Inc. | 32,005 | -3.49 | 2,873 | -1.44 | ||||
| 2026-08-06 | 13F | Cypress Capital Management LLC (WY) | 2,990 | -4.56 | 263 | 9.62 | ||||
| 2026-08-10 | 13F | tru Independence LLC | 16,834 | -0.98 | 1,479 | 13.68 | ||||
| 2026-07-24 | 13F | Whelan Financial | 12,918 | -10.81 | 1,135 | 2.44 | ||||
| 2026-10-08 | 13F | Plan A Wealth LLC | 3,571 | -13.85 | 321 | -12.09 | ||||
| 2026-07-27 | 13F | Whittier Trust Co | 21,062 | -3.43 | 1,863 | 10.11 | ||||
| 2026-08-14 | 13F | Abound Financial, Llc | 171,027 | -1.66 | 15,030 | 12.91 | ||||
| 2026-10-14 | 13F | Sfm, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-13 | 13F | Vanguard Advisers Inc | 23,932 | -0.23 | 2,103 | 14.54 | ||||
| 2026-10-16 | 13F | Scarborough Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-31 | 13F | Stirlingshire Investments, Inc. | 18,988 | -1.76 | 1,669 | 12.78 | ||||
| 2026-07-29 | 13F | Curtis Advisory Group, LLC | 203,168 | -11.41 | 17,854 | 1.71 | ||||
| 2026-08-13 | 13F | Vickerman Investment Advisors, Inc. | 41,439 | -7.37 | 3,642 | 6.34 | ||||
| 2026-07-22 | 13F | Networth Advisors, LLC | 4,441 | -8.38 | 390 | 5.41 | ||||
| 2026-10-14 | 13F | Helen Stephens Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-20 | 13F | Independent Wealth Network Inc. | 196,308 | -1.53 | 17,252 | 13.06 | ||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 0 | -100.00 | 0 | |||||
| 2026-08-14 | 13F | Wealth Watch Advisors, INC | 3,290 | -44.22 | 289 | -35.92 | ||||
| 2026-08-11 | 13F | Expressive Wealth LLC | 7,326 | -1.68 | 644 | 0.00 | ||||
| 2026-08-07 | 13F | Estate Counselors, LLC | 13,666 | -1.07 | 1,201 | 13.53 | ||||
| 2026-08-17 | 13F | Capstone Triton Financial Group, LLC | 23,020 | -48.42 | 2,023 | -42.18 | ||||
| 2026-10-05 | 13F | Ferguson Wellman Capital Management, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-01 | 13F | Versant Capital Management, Inc | 0 | -100.00 | 0 | |||||
| 2026-10-06 | 13F | Moody National Bank Trust Division | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-23 | 13F | Bravera Wealth | 110 | -60.14 | 10 | -57.14 | ||||
| 2026-08-05 | 13F | Meridian Wealth Management, LLC | 174,804 | -2.97 | 15,362 | 11.40 | ||||
| 2026-08-11 | 13F | Cornerstone Advisors Asset Management, Inc | 319,169 | -1.92 | 28,049 | 12.61 | ||||
| 2026-07-13 | 13F | Breachway Investments LLC | 9,888 | -39.48 | 869 | -11.43 | ||||
| 2026-07-24 | 13F | Keystone Financial Services, LLC | 183,436 | -0.09 | 16,120 | 14.72 | ||||
| 2026-09-17 | 13F | Wellington-altus Usa Inc. | 18,692 | -4.64 | 1,431 | -16.96 | ||||
| 2026-07-27 | 13F | Concord Wealth Partners | 23,015 | -4.78 | 2,023 | 9.36 | ||||
| 2026-08-07 | 13F | Curio Wealth, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-14 | 13F | Nvwm, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-05 | 13F | Eastern Bank | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-13 | 13F | Taylor Securities Services, Inc. | 10,466 | -0.32 | 920 | 14.45 | ||||
| 2026-08-11 | 13F | Alpha Financial Partners, LLC | 53,760 | -14.28 | 4,724 | -1.58 | ||||
| 2026-09-15 | 13F | Anchor Investment Management, LLC | 18,039 | -1.40 | 1,585 | 13.21 | ||||
| 2026-10-13 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 6,722 | -3.81 | 515 | -8.21 | ||||
| 2026-10-14 | 13F | Southland Equity Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-15 | 13F | Detalus Advisors, LLC | 1,103,370 | -1.34 | 99,038 | 0.77 | ||||
| 2026-10-02 | 13F | CX Institutional | 936 | -38.10 | 0 | |||||
| 2026-07-13 | 13F | Drucker Wealth 3.0, LLC | 7,744 | -14.55 | 681 | -1.88 | ||||
| 2026-07-08 | 13F | Teamwork Financial Advisors, LLC | 26,172 | -0.52 | 2,300 | 14.21 | ||||
| 2026-08-13 | 13F | NBZ Investment Advisors LLC | 394,763 | -1.08 | 34,692 | 13.58 | ||||
| 2026-08-03 | 13F | Citigroup Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-01 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-15 | 13F | Tectonic Advisors Llc | 965,257 | -1.08 | 84,827 | 13.58 | ||||
| 2026-08-05 | 13F | Transcendent Capital Group LLC | 74,203 | -5.04 | 6,521 | 9.01 | ||||
| 2026-05-29 | NP | PSTKX - PIMCO StocksPLUS Fund Institutional | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-17 | 13F/A | FSA Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-27 | 13F | Kingswood Wealth Advisors, Llc | 345,568 | -2.79 | 30,357 | 11.74 | ||||
| 2026-08-03 | 13F | Crew Capital Management, Ltd. | 7,993 | -25.54 | 702 | -14.49 | ||||
| 2026-08-10 | 13F | Investment Counsel Co Of Nevada | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-24 | 13F | EverSource Wealth Advisors, LLC | 18,614 | -16.30 | 1,636 | -3.94 | ||||
| 2026-08-13 | 13F | Neuberger Berman Group LLC | 334,872 | -5.59 | 29,429 | 8.40 | ||||
| 2026-08-14 | 13F | Transamerica Financial Advisors, Inc. | 102,252 | -1.96 | 8,986 | 12.55 | ||||
| 2026-08-07 | 13F | Strategic Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-08-07 | 13F | Pnc Financial Services Group, Inc. | 308,279 | -5.18 | 27,092 | 8.86 | ||||
| 2026-10-13 | 13F | Harbor Investment Advisory, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-12 | 13F | Fsb Premier Wealth Management, Inc. | 126,464 | -5.83 | 11,114 | 8.11 | ||||
| 2026-08-13 | 13F | Perspective Wealth Advisors Llc | 10,389 | -4.84 | 913 | 9.22 | ||||
| 2026-10-13 | 13F | Voisard Asset Management Group, Inc. | 13,575 | -3.47 | 1,218 | -1.38 | ||||
| 2026-07-22 | 13F | Reuter James Wealth Management, Llc | 3,364 | -33.69 | 296 | -23.97 | ||||
| 2026-10-08 | 13F | Spence Asset Management | 240,135 | -2.93 | 22 | 0.00 | ||||
| 2026-10-15 | 13F | Sbe Llc Dba Cedar Cove Wealth Partners | 188,516 | -4.01 | 16,921 | -1.96 | ||||
| 2026-10-01 | 13F | Michael S. Ryan, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-16 | 13F | Penobscot Wealth Management | 784,975 | -1.11 | 68,984 | 13.54 | ||||
| 2026-08-11 | 13F | Atlantic Union Bankshares Corp | 7,995 | -18.17 | 703 | -6.02 | ||||
| 2026-10-16 | 13F | Beacon Financial Advisory LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-14 | 13F | Thompson Investment Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-28 | 13F | JSF Financial, LLC | 40,159 | -2.17 | 3,529 | 12.35 | ||||
| 2026-07-29 | 13F | FF Advisors,LLC | 3,738 | -1.19 | 328 | 4.13 | ||||
| 2026-08-13 | 13F | Community Bank, N.A. | 12,670 | -0.45 | 1,113 | 14.27 | ||||
| 2026-08-10 | 13F | AssuredPartners Investment Advisors, LLC | 7,560 | -49.44 | 664 | -42.71 | ||||
| 2026-10-16 | 13F | Clearview Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 116,985 | -4.85 | 10,281 | 9.25 | ||||
| 2026-10-13 | 13F | MLG Wealth Management DBA Pine Grove Financial Group | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-14 | 13F/A | Truefg, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-13 | 13F | Red Crane Wealth Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-15 | 13F | Turtle Creek Wealth Advisors, LLC | 1 | -99.91 | 0 | -100.00 | ||||
| 2026-08-12 | 13F | Bessemer Group Inc | 5,020 | -49.20 | 0 | |||||
| 2026-10-09 | 13F | Athena Wealth Management, LLC | 12,044 | -1.58 | 1,081 | 0.56 | ||||
| 2026-10-14 | 13F | Fiduciary Planning LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-09-01 | 13F/A | Citadel Advisors Llc | Put | 278,400 | -9.08 | 24,466 | 4.39 | |||
| 2026-10-15 | 13F | LifeSteps Financial, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-09-01 | 13F/A | Citadel Advisors Llc | Call | 273,300 | -4.67 | 24,018 | 9.45 | |||
| 2026-08-13 | 13F | Orographic Financial Advisors, LLC | 13,815 | -1.42 | 1 | 0.00 | ||||
| 2026-08-07 | 13F | Ethos Financial Group, LLC | 114,227 | -17.60 | 10,038 | -3.09 | ||||
| 2026-10-15 | 13F | Annex Advisory Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-10 | 13F | JMN Financial LLC | 2,561 | -7.44 | 225 | 6.64 | ||||
| 2026-10-15 | 13F | Aureum Wealth Management, LLC | 61,994 | -0.08 | 5,565 | 2.05 | ||||
| 2026-07-15 | 13F | Register Financial Advisors LLC | 82 | -74.45 | 7 | -70.83 | ||||
| 2026-08-14 | 13F | Palisade Capital Management Llc/nj | 5,657 | -17.61 | 497 | -5.33 | ||||
| 2026-07-28 | 13F | Brian Low Financial Group, Llc | 2,900 | -10.58 | 255 | 2.42 | ||||
| 2026-10-15 | 13F | DiNuzzo Private Wealth, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-30 | 13F | Great Lakes Retirement, Inc. | 20,111 | -18.17 | 1,767 | -6.06 | ||||
| 2026-07-29 | 13F | Hanson & Doremus Investment Management | 0 | -100.00 | 0 | |||||
| 2026-08-14 | 13F | Stadion Money Management, LLC | 3,116,022 | -5.48 | 273,836 | 108,565.08 | ||||
| 2026-10-13 | 13F | Connecticut Wealth Management, LLC | 35,004 | -9.20 | 3,142 | -7.26 | ||||
| 2026-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 56,653 | -3.09 | 4,336 | -7.53 | ||||
| 2026-10-14 | 13F | Ridgeline Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-16 | 13F | LifeWealth Investments, LLC | 34,487 | -29.73 | 3,031 | -19.33 | ||||
| 2026-08-03 | 13F | Laraway Financial Inc | 5,267 | -1.18 | 463 | 13.51 | ||||
| 2026-10-16 | 13F | Sheets Smith Wealth Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-20 | 13F | Bfsg, Llc | 205 | -42.25 | 18 | -33.33 | ||||
| 2026-07-30 | 13F | Collier Financial | 20,188 | -2.40 | 1,774 | 12.07 | ||||
| 2026-07-28 | 13F | Rooted Wealth Advisors, Inc. | 25,070 | -0.03 | 2,203 | 5.36 | ||||
| 2026-07-13 | 13F | United Asset Strategies, Inc. | 175,724 | -1.72 | 15,443 | 12.84 | ||||
| 2026-05-29 | NP | SCLAX - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-23 | 13F | Wells Financial Advisors INC | 42 | -42.47 | 4 | -40.00 | ||||
| 2026-07-30 | 13F | SkyOak Wealth, LLC | 189,822 | -0.83 | 16,682 | 13.86 | ||||
| 2026-10-07 | 13F | Venture Visionary Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-18 | 13F/A | 49 Wealth Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-14 | 13F | Two Sigma Investments, Lp | 1,025,300 | -44.03 | 90,103 | -35.74 | ||||
| 2026-08-07 | 13F | Alamar Capital Management, LLC | 15,700 | -2.11 | 1,380 | 12.39 | ||||
| 2026-07-20 | 13F/A | Merit Financial Group, LLC | 432,820 | -0.03 | 38,036 | 14.78 | ||||
| 2026-10-13 | 13F | Kmg Fiduciary Partners, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-07 | 13F | Stark Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-08-14 | 13F | Cerity Partners Retirement Plan Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-06 | 13F | HBK Sorce Advisory LLC | 70,282 | -0.10 | 6,368 | 4.27 | ||||
| 2026-05-19 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | |||||
| 2026-07-30 | 13F | Bluesphere Advisors, LLC | 56,776 | -0.97 | 4,989 | 13.70 | ||||
| 2026-08-12 | 13F | Investments & Financial Planning, LLC | 9,482 | -2.77 | 833 | 11.66 | ||||
| 2026-07-22 | 13F | Traynor Capital Management, Inc. | 52,518 | -6.03 | 4,615 | 11.02 | ||||
| 2026-08-04 | 13F | Mma Asset Management Llc | 111,749 | -0.63 | 9,821 | 14.09 | ||||
| 2026-08-10 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-14 | 13F | Nepc Llc | 1,387 | -3.55 | 122 | 10.00 | ||||
| 2026-10-13 | 13F | Strategic Advisors LLC | 127,547 | -1.59 | 11,449 | 0.52 | ||||
| 2026-10-15 | 13F | ACT Advisors, LLC. | 45,563 | -6.48 | 4,090 | -4.48 | ||||
| 2026-08-18 | 13F | Sankala Group LLC | 9,257 | -0.33 | 837 | 19.43 | ||||
| 2026-07-21 | 13F | Raleigh Capital Management Inc. | 7,531 | -10.54 | 662 | 2.64 | ||||
| 2026-10-07 | 13F | Wealth Group Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-24 | 13F | Rational Advisors Llc | 173,941 | -9.95 | 15,286 | 3.39 | ||||
| 2026-07-29 | 13F | Stephens Inc /ar/ | 5,550 | -6.25 | 488 | 7.51 | ||||
| 2026-07-01 | 13F | Global Wealth Strategies & Associates | 0 | -100.00 | 0 | |||||
| 2026-08-20 | 13F | Jackson Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-13 | 13F | Bnp Paribas Arbitrage, Sa | 59,155 | -2.30 | 5,199 | 12.17 | ||||
| 2026-08-13 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-12 | 13F | Emerald Investment Partners, Llc | 26,589 | -7.07 | 2,337 | 6.67 | ||||
| 2026-07-22 | 13F | Bluestem Financial Advisors, Llc | 43,984 | -3.49 | 3,865 | 10.81 | ||||
| 2026-07-27 | 13F | Town Capital LLC | 20,784 | -6.81 | 1,826 | 6.97 | ||||
| 2026-08-17 | 13F/A | McMill Wealth Management | 9,521 | -0.46 | 1,039 | 14.82 | ||||
| 2026-10-14 | 13F | Fulton Bank, N.a. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-07 | 13F | Amara Financial, Llc. | 4,006 | -3.63 | 352 | 10.69 | ||||
| 2026-10-13 | 13F | Emerald Advisors, LLC | 8,639 | -21.37 | 775 | -19.69 | ||||
| 2026-10-13 | 13F | Hippocratic Financial Advisors, LLC | 2,859 | -0.03 | 257 | 1.99 | ||||
| 2026-08-06 | 13F | Plante Moran Financial Advisors, LLC | 6,808 | -16.90 | 598 | -4.63 | ||||
| 2026-07-15 | 13F | Range Financial Group LLC | 94,410 | -0.91 | 8,297 | 13.77 | ||||
| 2026-08-04 | 13F | HFM Investment Advisors, LLC | 1,309 | -41.85 | 115 | -33.14 | ||||
| 2026-07-30 | 13F | Signature Equity Partners, LLC | 4,083 | -2.74 | 359 | 11.53 | ||||
| 2026-07-20 | 13F | Acorn Financial Advisory Services Inc /adv | 32,272 | -36.91 | 2,836 | -27.56 | ||||
| 2026-07-31 | 13F | Park Square Financial Group, LLC | 145 | -85.54 | 13 | -84.21 | ||||
| 2026-08-07 | 13F | First National Bank Of Omaha | 2,329 | -63.68 | 203 | -57.35 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-07-14 | 13F | Yarger Wealth Strategies, Llc | 0 | -100.00 | 0 | |||||
| 2026-10-15 | 13F | Global Financial Private Client, LLC | 3,817 | -1.04 | 343 | 1.18 | ||||
| 2026-07-24 | 13F | Colonial River Wealth Management, LLC | 5,150 | -2.18 | 453 | 12.44 | ||||
| 2026-08-12 | 13F | Advance Capital Management, Inc. | 5,164,150 | -1.98 | 453,825 | 12.54 | ||||
| 2026-08-27 | 13F/A | CI Private Wealth, LLC | 145,061 | -38.06 | 12,748 | -28.89 | ||||
| 2026-10-08 | 13F | Kaydan Wealth Management, Inc. | 2,876 | -1.71 | 258 | 0.39 | ||||
| 2026-07-09 | 13F | Highland Financial Advisors, LLC | 528,512 | -3.63 | 46,446 | 10.65 | ||||
| 2026-08-14 | 13F | Boothbay Fund Management, Llc | 6,300 | -28.41 | 554 | -17.83 | ||||
| 2026-10-14 | 13F | Foronjy Financial Llc | 19,655 | -12.16 | 1,764 | -10.27 | ||||
| 2026-09-16 | 13F | Old Mission Investment Co LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-11 | 13F | Clear Investment Research, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-14 | 13F | Jane Street Group, Llc | Put | 45,300 | -73.72 | 3,981 | -69.84 | |||
| 2026-10-15 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-13 | 13F | Strategic Advocates LLC | 463 | -29.31 | 41 | -20.00 | ||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-07-28 | 13F | BankPlus Trust Department | 15,635 | -7.03 | 1,374 | 6.76 | ||||
| 2026-10-09 | 13F | CogentBlue Wealth Advisors, LLC | 2,625 | -6.12 | 236 | -4.08 | ||||
| 2026-07-30 | 13F | Laurel Wealth Planning LLC | 5,941 | -21.46 | 522 | -9.69 | ||||
| 2026-10-10 | 13F | Fermata Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-13 | 13F | Investor's Fiduciary Advisor Network, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-29 | 13F | Legacy Capital Group California, Inc. | 59,104 | -7.09 | 5,194 | 6.67 | ||||
| 2026-07-23 | 13F | TFC Financial Management | 1,130 | -8.13 | 99 | 5.32 | ||||
| 2026-10-16 | 13F | Howard Capital Management Group, LLC | 4,121 | -6.26 | 370 | -4.40 | ||||
| 2026-08-26 | 13F/A | Wellington Grp LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-08 | 13F | Everhart Financial Group, Inc. | 2,451 | -15.80 | 220 | -13.73 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 3,053,303 | -5.58 | 233,700 | -9.91 | ||||
| 2026-07-28 | 13F | Astoria Portfolio Advisors LLC. | 146,895 | -27.28 | 12,909 | -24.07 | ||||
| 2026-10-02 | 13F | GoalVest Advisory LLC | 19,690 | -2.01 | 1,767 | 0.11 | ||||
| 2026-10-16 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-27 | 13F | Richmond Investment Services, LLC | 246,875 | -47.44 | 21,695 | -39.66 | ||||
| 2026-08-17 | 13F | Centaurus Financial, Inc. | 102,623 | -8.93 | 9 | 12.50 | ||||
| 2026-10-16 | 13F | Concurrent Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-13 | 13F | Hobbs Group Advisors, LLC | 186,649 | -1.77 | 16,403 | 12.79 | ||||
| 2026-10-08 | 13F | Mfg Wealth Management, Inc. | 17,801 | -25.38 | 1,598 | -23.81 | ||||
| 2026-07-23 | 13F | Global View Capital Management LLC | 346,778 | -13.06 | 30,475 | -0.19 | ||||
| 2026-08-12 | 13F | Jpmorgan Chase & Co | 67,717,904 | -2.12 | 5,903,647 | 14.72 | ||||
| 2026-10-10 | 13F | Stegent Equity Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-15 | 13F | RFG Advisory, LLC | 297,430 | -23.34 | 26,138 | -11.98 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-08-07 | 13F | Fusion Family Wealth LLC | 3,190 | -0.78 | 280 | 13.82 | ||||
| 2026-10-13 | 13F | Compass Financial Group, INC/SD | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-06 | 13F | Vigilare Wealth Management | 4,192 | -12.97 | 368 | 0.00 | ||||
| 2026-04-28 | NP | Goldman Sachs ETF Trust - Goldman Sachs U.S. Large Cap Buffer 1 ETF | 94,700 | -63.35 | 7,648 | -63.19 | ||||
| 2026-10-07 | 13F | Spectrum Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-23 | 13F | Tradewinds Capital Management, LLC | 133 | -48.05 | 12 | -42.11 | ||||
| 2026-07-27 | 13F | Values Added Financial LLC | 100,964 | -0.26 | 8,873 | 14.51 | ||||
| 2026-08-04 | 13F | Invested Advisors | 21,724 | -9.60 | 1,909 | 3.81 | ||||
| 2026-08-06 | 13F | Hartland & Co., LLC | 11,568 | -1.72 | 1,017 | 12.89 | ||||
| 2026-08-05 | 13F | Innovative Asset Advisors Group, LLC | 2,819 | -5.02 | 248 | 8.81 | ||||
| 2026-07-14 | 13F | Octavia Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-07-27 | 13F | Wealth Management Nebraska | 542,815 | -0.32 | 47,703 | 14.45 | ||||
| 2026-08-05 | 13F | Serenus Wealth Advisors, LLC | 13,355 | -11.86 | 1,174 | 1.21 | ||||
| 2026-07-28 | 13F | Atlas Wealth LLC | 0 | -100.00 | 0 | |||||
| 2026-10-14 | 13F | Focus Financial Network, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-28 | 13F | Summit Wealth Group Llc / Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-13 | 13F | Natixis | 4,671,792 | -64.93 | 409,903 | -59.21 | ||||
| 2026-08-06 | 13F | Capital Financial Group Inc\co\ /adv | 213,589 | -4.01 | 18,770 | 10.21 | ||||
| 2026-07-09 | 13F | Wright Fund Managment, LLC | 1,989,605 | -3.90 | 174,846 | 10.34 | ||||
| 2026-08-11 | 13F/A | Ritholtz Wealth Management | 56,487 | -6.31 | 4,964 | 7.59 | ||||
| 2026-08-11 | 13F | FreeGulliver LLC | 9,429 | -0.08 | 829 | 14.68 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-08-04 | 13F | Compass Financial Group, Inc. | 53,133 | -2.59 | 4,669 | 11.86 | ||||
| 2026-10-16 | 13F | Cornerstone Planning Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-28 | 13F | Strategic Financial Concepts, LLC | 30,439 | -7.04 | 2,675 | 6.70 | ||||
| 2026-10-16 | 13F | Essex Savings Bank | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-14 | 13F | Traphagen Investment Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-14 | 13F | Protective Life Corp | 7,326 | -4.19 | 644 | 9.91 | ||||
| 2026-10-08 | 13F | Valeo Financial Advisors, LLC | 8,676 | -0.72 | 779 | 1.43 | ||||
| 2026-07-17 | 13F | Cary Street Partners Financial Llc | 333,604 | -24.81 | 29,317 | -13.67 | ||||
| 2026-05-05 | 13F | Prairieview Wealth Partners, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-16 | 13F | Targeted Financial Services LLC | 9,376 | -2.27 | 824 | 12.13 | ||||
| 2026-10-13 | 13F | Salem Investment Counselors Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-10-13 | 13F | JBR Co Financial Management Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-17 | 13F | Ironwood Financial, llc | 5,443 | -9.01 | 480 | 4.81 | ||||
| 2026-05-15 | 13F | Markin Asset Management, LP | 0 | -100.00 | 0 | |||||
| 2026-10-14 | 13F | Firethorn Wealth Partners, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-10 | 13F | Landmark Wealth Management, LLC | 19,833 | -4.81 | 1,743 | 9.28 | ||||
| 2026-07-22 | 13F | Confluence Wealth Services, Inc. | 12,159 | -0.21 | 1,069 | 14.59 | ||||
| 2026-08-14 | 13F | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-05 | 13F | Retirement Planning Group | 30,115 | -2.32 | 2,647 | 12.17 | ||||
| 2026-07-23 | 13F | Urban Wealth Management, LLC | 7,595 | -12.01 | 667 | 1.06 | ||||
| 2026-08-10 | 13F | PlanVest Financial, Inc | 11,519 | -0.30 | 1,012 | 14.48 | ||||
| 2026-07-31 | 13F | Founders Financial Securities Llc | 21,486 | -1.44 | 1,888 | 8.26 | ||||
| 2026-10-16 | 13F | Ferguson Shapiro LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-09-02 | 13F/A | Allianz Asset Management GmbH | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-18 | 13F/A | Janus Henderson Group Plc | 872,415 | -6.71 | 66,775 | -10.99 | ||||
| 2026-10-13 | 13F | Armis Advisers, LLC | 54,908 | -46.08 | 5,028 | -44.16 | ||||
| 2026-10-13 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-21 | 13F | Laurel Oak Wealth Management, Llc | 45,772 | -21.72 | 4,022 | -10.12 | ||||
| 2026-10-10 | 13F | Moulton Wealth Management, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-14 | 13F | Lifeworks Advisors, LLC | 57,006 | -4.01 | 5,010 | 10.21 | ||||
| 2026-07-21 | 13F/A | Louisiana State Employees Retirement System | 540,000 | -19.70 | 47,455 | -7.81 | ||||
| 2026-07-24 | 13F | Blue Jean Financial Llc | 16,784 | -4.57 | 1,475 | 9.51 | ||||
| 2026-08-12 | 13F | American Investment Services, Inc. | 32,000 | -0.93 | 2,812 | 13.75 | ||||
| 2026-08-13 | 13F | Marshall Wace, Llp | 46,869,324 | -5.60 | 4,118,876 | 8.38 | ||||
| 2026-07-31 | 13F | Cahaba Wealth Management, Inc. | 737,949 | -0.37 | 64,851 | 14.39 | ||||
| 2026-10-15 | 13F | Two West Capital Advisors LLC | 8,605 | -2.00 | 774 | 0.78 | ||||
| 2026-10-16 | 13F | Robertson Stephens Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-07 | 13F | MKP Capital Management, L.L.C. | 11,650,400 | -14.78 | 1,023,837 | -2.16 | ||||
| 2026-08-18 | 13F | Vermillion & White Wealth Management Group, LLC | 10,125 | -4.81 | 890 | 9.21 | ||||
| 2026-07-24 | 13F | Arwa Llc | 178,654 | -12.75 | 15,788 | -3.65 | ||||
| 2026-10-16 | 13F | AlphaStar Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-30 | 13F | Diversify Wealth Management, Llc | 68,442 | -5.27 | 5,954 | -1.62 | ||||
| 2026-05-14 | 13F | Quattro Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-08-14 | 13F | United Capital Financial Advisers, Llc | 29,979 | -21.93 | 2,636 | -10.31 | ||||
| 2026-10-15 | 13F | Newport Capital Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-26 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer April Account Class 2 | 52,478 | -4.35 | 4,017 | -8.75 | ||||
| 2026-08-06 | 13F | Breakwater Investment Management | 2,580 | -10.63 | 227 | 2.73 | ||||
| 2026-08-14 | 13F | Alliancebernstein L.p. | 397,662 | -8.59 | 30,437 | -12.79 | ||||
| 2026-08-10 | 13F | Great Valley Advisor Group, Inc. | 1,659,104 | -1.39 | 145,802 | 13.22 | ||||
| 2026-07-28 | 13F | Private Trust Co Na | 33,950 | -2.79 | 2,984 | 11.60 | ||||
| 2026-10-15 | 13F | Flower City Capital | 5,848 | -2.11 | 525 | 0.00 | ||||
| 2026-10-15 | 13F | Milestone Asset Management, Llc | 4,651 | -1.88 | 418 | 0.24 | ||||
| 2026-10-14 | 13F | Nicollet Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-08-14 | 13F | Foundations Investment Advisors, LLC | 116,689 | -1.94 | 10,255 | 12.58 | ||||
| 2026-10-07 | 13F | Baring Financial LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-08 | 13F | Avidian Wealth Solutions, LLC | 862,435 | -11.38 | 77,412 | -9.48 | ||||
| 2026-07-13 | 13F | Financial Solutions Advisory Group, Inc. | 81,802 | -1.51 | 7,237 | 13.86 | ||||
| 2026-10-16 | 13F | Carroll Advisory Group, LLC | 70,509 | -0.79 | 6,329 | 1.33 | ||||
| 2026-08-10 | 13F | Holistic Planning, LLC | 22,779 | -84.97 | 2,002 | -82.74 | ||||
| 2026-06-29 | NP | REMIX - STANDPOINT MULTI-ASSET FUND Investor Class | 855,100 | -3.87 | 72,307 | -0.14 | ||||
| 2026-08-13 | 13F | Ubs Asset Management Americas Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-27 | 13F | Concord Asset Management, LLC/VA | 20,782 | -3.10 | 1,826 | 11.27 | ||||
| 2026-08-07 | 13F | Ccg Wealth Management, Llc | 647,752 | -13.16 | 56,924 | -0.29 | ||||
| 2026-08-10 | 13F | Bull Oak Capital, LLC | 115,774 | -1.45 | 10,174 | 13.15 | ||||
| 2026-08-13 | 13F | Hollencrest Capital Management | 113,533 | -14.18 | 9,977 | -1.47 | ||||
| 2026-07-16 | 13F | Marathon Strategic Advisors, LLC | 153,363 | -1.28 | 13,478 | 13.35 | ||||
| 2026-05-04 | 13F | Center for Financial Planning, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-11 | 13F | First Trust Advisors Lp | 47,450 | -1.18 | 4,170 | 13.44 | ||||
| 2026-07-24 | 13F | Walleye Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-07-29 | 13F | Ashton Thomas Private Wealth, LLC | 358,629 | -7.59 | 31,516 | 6.11 | ||||
| 2026-07-14 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,809 | -10.06 | 423 | 3.18 | ||||
| 2026-08-11 | 13F | Heron Bay Capital Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-08-14 | 13F | Per Stirling Capital Management, LLC. | 64,635 | -1.01 | 5,680 | 13.67 | ||||
| 2026-05-15 | 13F | Barclays Plc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-10-10 | 13F | Midwest Financial Network, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-08 | 13F | Market Street Wealth Management Advisors Llc | 515,117 | -1.90 | 46,237 | 0.20 | ||||
| 2026-07-29 | 13F | Cordatus Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-08-13 | 13F | Busey Wealth Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | Barclays Plc | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-08-13 | 13F | Columbia River Financial Group, LLC | 125,249 | -0.10 | 11 | 22.22 | ||||
| 2026-08-04 | 13F | Investment Research Partners LLC | 0 | -100.00 | 0 | |||||
| 2026-10-13 | 13F | Wealth Enhancement Advisory Services, Llc | 2,007,817 | -23.33 | 171,937 | -22.57 | ||||
| 2026-07-31 | 13F | TCG Advisory Services, LLC | 374,977 | -1.08 | 32,953 | 13.57 | ||||
| 2026-08-28 | 13F/A | Cornerstone Financial Management LLC | 60 | -54.55 | 5 | -50.00 | ||||
| 2026-08-03 | 13F | Fountainhead AM, LLC | 8,452 | -23.65 | 743 | -12.40 | ||||
| 2026-07-23 | 13F | Nations Financial Group Inc, /ia/ /adv | 97,784 | -9.54 | 8,593 | 3.87 | ||||
| 2026-10-09 | 13F | NorthCrest Asset Manangement, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-08-10 | 13F | Retiremitten Financial Llc | 538,570 | -2.88 | 47,330 | 11.51 | ||||
| 2026-10-14 | 13F | Capital Advantage, Inc. | 246,961 | -0.27 | 22,167 | 1.87 | ||||
| 2026-10-13 | 13F | Kingsman Wealth Management, Inc. | 2,576 | -4.34 | 231 | -2.12 | ||||
| 2026-07-15 | 13F | City National Bank Of Florida /msd | 2,701 | -0.55 | 237 | 14.49 | ||||
| 2026-07-16 | 13F | Bluedoor Private Wealth, Llc | 4,372 | -0.61 | 384 | 14.29 | ||||
| 2026-10-09 | 13F | Bullock Wealth Management Group | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-13 | 13F | Professional Financial Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-21 | 13F | Leslie Global Wealth, LLC | 336,229 | -3.01 | 29,548 | 11.36 | ||||
| 2026-08-10 | 13F | Schrum Private Wealth Management LLC | 38,552 | -26.68 | 2,630 | -34.67 | ||||
| 2026-07-21 | 13F | Cordoba Advisory Partners LLC | 120,183 | -4.91 | 10,562 | 9.17 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-08-04 | 13F | LeClair Wealth Partners LLC | 0 | -100.00 | 0 | |||||
| 2026-07-15 | 13F | Embree Financial Group | 14,010 | -0.21 | 1,231 | 14.62 | ||||
| 2026-07-24 | 13F | D.a. Davidson & Co. | 9,478 | -3.79 | 833 | 10.34 | ||||
| 2026-08-06 | 13F | N.E.W. Advisory Services LLC | 876,954 | -7.15 | 77,067 | 6.60 | ||||
| 2026-10-15 | 13F | Summit Financial Consulting LLC | 7,840 | -5.86 | 704 | -3.83 | ||||
| 2026-07-31 | 13F | Badgley Phelps Wealth Managers, LLC | 623,005 | -2.75 | 54,750 | 11.66 | ||||
| 2026-08-05 | 13F | Lane Brothers & Co Inc | 7,852 | -20.82 | 690 | -9.09 | ||||
| 2026-07-27 | 13F | Hoey Investments, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-14 | 13F | WCG Wealth Advisors LLC | 1,069,193 | -7.76 | 93,961 | 5.91 | ||||
| 2026-10-14 | 13F | World Equity Group, Inc. | 12,911 | -65.75 | 1,159 | -65.04 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 0 | -100.00 | 0 | |||||
| 2026-08-13 | 13F | Potentia Wealth | 5,524 | -3.31 | 485 | 10.98 | ||||
| 2026-08-06 | 13F | Morling Financial Advisors, LLC | 108,424 | -1.15 | 9,528 | 13.50 | ||||
| 2026-08-06 | 13F | Geneos Wealth Management Inc. | 676,322 | -3.84 | 59,435 | 10.41 | ||||
| 2026-05-28 | NP | PRAE - PlanRock Alternative Growth ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-04 | 13F | Bauman Advisory Group, LLC | 413,608 | -0.55 | 36,348 | 14.18 | ||||
| 2026-05-28 | NP | TBFG - The Brinsmere Fund - Growth ETF | 507,257 | -9.52 | 38,825 | -13.67 | ||||
| 2026-10-14 | 13F | TCP Asset Management, LLC | 4,095 | -19.89 | 371 | -17.37 | ||||
| 2026-07-14 | 13F | Boothe Investment Group, Inc. | 88,218 | -6.71 | 7,753 | 7.12 | ||||
| 2026-08-07 | 13F | Tortoise Investment Management, LLC | 190,204 | -2.67 | 16,715 | 11.75 | ||||
| 2026-10-07 | 13F | Zrc Wealth Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-10 | 13F | Richard W. Paul & Associates, LLC | 19,408 | -1.32 | 1,706 | 13.29 | ||||
| 2026-08-14 | 13F | Susquehanna International Group, Llp | Put | 77,100 | -83.98 | 6,776 | -81.61 | |||
| 2026-10-05 | 13F | Box Hill Private Wealth LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-08 | 13F | Ayalon Holdings Ltd. | 13,500 | -13.79 | 1 | 0.00 | ||||
| 2026-07-30 | 13F | Zhang Financial LLC | 3,168 | -20.62 | 278 | -8.85 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Group One Trading, L.p. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-13 | 13F | Beacon Capital Management, Inc. | 270,249 | -0.40 | 24,258 | 1.73 | ||||
| 2026-08-14 | 13F | Magnolia Capital Advisors Llc | 4,360 | -27.68 | 383 | -16.92 | ||||
| 2026-08-11 | 13F | Copley Financial Group, Inc. | 8,642 | -18.94 | 759 | -6.87 | ||||
| 2026-10-13 | 13F | Strong Tower Advisory Services | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-11 | 13F | Clark Capital Management Group, Inc. | 7,587,760 | -1.93 | 666,812 | 12.59 | ||||
| 2026-08-03 | 13F | Global Trust Asset Management, LLC | 4,093 | -8.82 | 360 | 4.66 | ||||
| 2026-10-14 | 13F | APS Management Group, Inc. | 21,027 | -3.96 | 1,887 | -1.87 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 0 | -100.00 | 0 | |||||
| 2026-07-16 | 13F | Higgins & Schmidt Wealth Strategies LLC | 2,364 | -96.88 | 208 | -96.43 | ||||
| 2026-10-16 | 13F | Encompass More Asset Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-29 | 13F | Mach-1 Financial Group, Inc. | 8,111 | -0.69 | 713 | 13.92 | ||||
| 2026-09-22 | 13F/A | State Street Corp | 3,842,593 | -17.99 | 337,687 | -5.84 | ||||
| 2026-10-07 | 13F | Weaver Consulting Group | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-11 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 21,756 | -7.31 | 1,912 | 6.40 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-08-03 | 13F | PSI Advisors, LLC | 548,077 | -12.29 | 48,165 | 0.70 | ||||
| 2026-10-09 | 13F | GK Wealth Management LLC | 14,495 | -31.04 | 1,301 | -29.56 | ||||
| 2026-08-14 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-28 | 13F | Nikulski Financial, Inc. | 6,201 | -12.74 | 545 | 0.18 | ||||
| 2026-08-05 | 13F | Daido Life Insurance Co | 0 | -100.00 | 0 | |||||
| 2026-10-14 | 13F | Triumph Capital Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-14 | 13F | Frisch Financial Group, Inc. | 4,582 | -2.09 | 403 | 12.29 | ||||
| 2026-10-16 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 0 | -100.00 | 0 | |||||
| 2026-08-06 | 13F | Atlantic Trust, LLC | 1,169 | -8.17 | 103 | 5.15 | ||||
| 2026-08-07 | 13F | Palatine Hill Wealth Management, LLC | 50,893 | -0.41 | 4,472 | 14.34 | ||||
| 2026-10-16 | 13F | Lee Financial Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-28 | 13F | Steele Capital Management, Inc. | 311,237 | -0.73 | 27,352 | 13.98 | ||||
| 2026-08-12 | 13F | Sykon Capital Llc | 15,744 | -95.22 | 1,384 | -94.52 | ||||
| 2026-08-12 | 13F | Accent Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-07 | 13F | Puff Wealth Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-14 | 13F | Old Mission Capital Llc | Call | 17,700 | -50.28 | 46 | -66.91 | |||
| 2026-08-04 | 13F | Gateway Wealth Partners, LLC | 415,184 | -40.31 | 36,486 | -31.46 | ||||
| 2026-08-10 | 13F | Precision Wealth Strategies, LLC | 7,770 | -1.83 | 683 | 12.73 | ||||
| 2026-08-03 | 13F | Elevated Capital Advisors, LLC | 111,996 | -10.83 | 9,842 | 2.38 | ||||
| 2026-08-13 | 13F | Graetz Wealth LLC | 5,935 | -0.30 | 522 | 14.51 | ||||
| 2026-08-14 | 13F | Ancora Advisors, LLC | 3,543 | -17.26 | 311 | -4.89 | ||||
| 2026-08-13 | 13F | Willis Johnson & Associates, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-16 | 13F | Selective Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-13 | 13F | Vestment Financial LLC | 65,134 | -0.39 | 5,836 | 0.88 | ||||
| 2026-08-14 | 13F | Natixis Advisors, L.p. | 4,840,464 | -29.11 | 425 | -18.58 | ||||
| 2026-07-31 | 13F | Fortis Capital Advisors, LLC | 6,854 | -29.37 | 602 | -18.87 | ||||
| 2026-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 4,217 | -95.49 | 371 | -94.83 | ||||
| 2026-07-09 | 13F | Wealthcare Advisory Partners LLC | 4,391,034 | -3.36 | 385,884 | 10.96 | ||||
| 2026-08-12 | 13F | Kovitz Investment Group Partners, LLC | 5,163 | -2.70 | 454 | 11.58 | ||||
| 2026-08-07 | 13F | My Purposeful Wealth Corp. | 46,019 | -9.70 | 4,044 | 3.69 | ||||
| 2026-10-07 | 13F | Matrix Trust Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-12 | 13F | Goodman Advisory Group, LLC | 299,157 | -0.73 | 26,290 | 13.97 | ||||
| 2026-07-28 | 13F | Luken Investment Analytics, LLC | 240,226 | -2.31 | 21,111 | 12.16 | ||||
| 2026-08-13 | 13F | Troutman Wealth Management, LLC | 11,244 | -0.72 | 988 | 14.09 | ||||
| 2026-08-25 | 13F | Kingsbury Capital Investment Advisors LLC | 61,881 | -29.72 | 5,438 | -19.29 | ||||
| 2026-05-06 | 13F | Euro Pacific Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-10-16 | 13F | Bay Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-23 | 13F | Bensler, LLC | 17,362 | -1.59 | 1,526 | 12.96 | ||||
| 2026-08-10 | 13F | Hills Bank & Trust Co | 3,411,823 | -3.82 | 299,831 | 10.43 | ||||
| 2026-08-12 | 13F | Truvestments Capital Llc | 4 | -94.67 | 0 | -100.00 | ||||
| 2026-08-11 | 13F | Strengthening Families & Communities, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-22 | 13F | Romano Brothers And Company | 5,039 | -0.06 | 443 | 14.81 | ||||
| 2026-10-05 | 13F | Rockland Trust Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-04 | 13F | Wescott Financial Advisory Group, LLC | 35,074 | -14.29 | 3,082 | -1.60 | ||||
| 2026-08-12 | 13F | Welch Capital Partners Llc/ny | 117,765 | -1.81 | 10 | 11.11 | ||||
| 2026-07-24 | 13F | Beta Wealth Group, Inc. | 6,583 | -2.18 | 578 | 12.23 | ||||
| 2026-05-15 | 13F | Measured Risk Portfolios, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-26 | NP | EQ ADVISORS TRUST - EQ/American Century Moderate Growth Allocation Portfolio Class IB | 276,100 | -17.75 | 21,133 | -21.53 | ||||
| 2026-10-09 | 13F | Inspirion Wealth Advisors, Llc | 4,375 | -2.73 | 393 | -0.51 | ||||
| 2026-07-28 | 13F | A4 Wealth Advisors LLC | 12,847 | -49.36 | 1,129 | -41.83 | ||||
| 2026-08-13 | 13F | Northern Trust Corp | 93,449 | -2.39 | 8,212 | 12.08 | ||||
| 2026-08-10 | 13F | Peak Retirement Planning, Inc. | 3,671 | -0.14 | 323 | 14.59 | ||||
| 2026-10-16 | 13F | Fiscal Wisdom Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 0 | -100.00 | 0 | |||||
| 2026-10-05 | 13F | Frisco Financial Planning LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-10 | 13F | Calton & Associates, Inc. | 265,895 | -1.61 | 23,367 | 12.97 | ||||
| 2026-10-13 | 13F | Wise Wealth Partners | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-06-01 | NP | AAEQ - Alpha Architect US Equity 2 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-14 | 13F | Gts Financial, Llc | 342,136 | -0.37 | 24,870 | 10.13 | ||||
| 2026-07-21 | 13F | Auour Investments LLC | 785,574 | -1.17 | 69,036 | 13.47 | ||||
| 2026-08-14 | 13F | Hillman Capital Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-15 | 13F | Brookstone Capital Management | 577,102 | -0.70 | 50,716 | 14.01 | ||||
| 2026-08-14 | 13F/A | Cercano Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-09 | 13F | Cypress Financial Planning Llc | 7,321 | -1.08 | 657 | 1.08 | ||||
| 2026-10-07 | 13F | Asempa Wealth Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-05 | 13F | Vantagepoint Investment Advisers Llc | 3,886,760 | -2.41 | 341,568 | 12.05 | ||||
| 2026-05-29 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-07 | 13F | Worth Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-29 | 13F | Nbt Bank N A /ny | 47 | -95.54 | 4 | -95.00 | ||||
| 2026-08-04 | 13F | Westover Capital Advisors, LLC | 34,647 | -6.84 | 3,045 | 6.96 | ||||
| 2026-10-07 | 13F | Great Waters Wealth Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-14 | 13F | CWA Asset Management Group, LLC | 5,311 | -4.12 | 467 | 10.17 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-14 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 8,041 | -0.22 | 615 | -4.80 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-08-04 | 13F | Midwest Trust Co | 73,211 | -0.09 | 6,434 | 14.71 | ||||
| 2026-08-14 | 13F | Lavaca Capital Llc | 6,412 | -13.14 | 563 | -0.35 | ||||
| 2026-07-21 | 13F | J.w. Cole Advisors, Inc. | 73,087 | -2.20 | 6,423 | 12.29 | ||||
| 2026-07-16 | 13F | Certified Advisory Corp | 4,092 | -58.62 | 360 | -52.51 | ||||
| 2026-08-04 | 13F | Van Diest Capital, LLC | 0 | -100.00 | 0 | |||||
| 2026-10-16 | 13F | Center For Asset Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-03 | 13F | PCG Wealth Advisors, LLC | 93,290 | -8.28 | 8,198 | 5.32 | ||||
| 2026-10-08 | 13F | Toth Financial Advisory Corp | 1,431 | -25.78 | 128 | -24.26 | ||||
| 2026-10-16 | 13F | Aspiriant, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-27 | 13F | Greenup Street Wealth Management Llc | 2,281 | -54.01 | 200 | -47.23 | ||||
| 2026-05-28 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 292,598 | -14.92 | 22,395 | -18.82 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 0 | -100.00 | 0 | |||||
| 2026-07-31 | 13F | Linscomb & Williams, Inc. | 3,056 | -7.84 | 269 | 5.93 | ||||
| 2026-08-13 | 13F | Premier Private Wealth Management LLC | 7,181 | -13.86 | 631 | -1.10 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-10-14 | 13F | West Wealth Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-08 | 13F | Financial Enhancement Group LLC | 620,582 | -0.27 | 56,758 | 3.79 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 0 | -100.00 | 0 | |||||
| 2026-08-12 | 13F | Accelerate Investment Advisors LLC | 273,416 | -2.95 | 24,028 | 11.42 | ||||
| 2026-08-05 | 13F | Alesco Advisors Llc | 131,665 | -4.23 | 11,571 | 9.95 | ||||
| 2026-10-16 | 13F | Steel Peak Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-26 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer October Account Class 2 | 107,789 | -46.50 | 8,250 | -48.95 | ||||
| 2026-10-13 | 13F | Pacific Park Financial, Inc. | 3,438 | -10.65 | 309 | -8.88 | ||||
| 2026-07-29 | 13F | Vectors Research Management, LLC | 47,187 | -5.45 | 4,147 | 8.56 | ||||
| 2026-10-14 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-07-14 | 13F | Accurate Wealth Management, LLC | 14,016 | -13.30 | 1,243 | -3.87 | ||||
| 2026-08-13 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-09 | 13F | Gilpin Wealth Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-10 | 13F | Eldridge Investment Advisors, Inc. | 416,733 | -7.02 | 36,623 | 6.76 | ||||
| 2026-07-21 | 13F | Harwood Advisory Group, LLC | 1,488 | -20.30 | 131 | -8.45 | ||||
| 2026-07-15 | 13F | LexAurum Advisors, LLC | 29,069 | -1.83 | 2,555 | 12.71 | ||||
| 2026-07-28 | 13F | Maia Wealth LLC | 312,109 | -4.30 | 27,428 | 9.88 | ||||
| 2026-08-14 | 13F | Headinvest, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-08 | 13F | Sonoma Allocations LLC | 0 | -100.00 | 0 | |||||
| 2026-10-05 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-14 | 13F | Mission Creek Capital Partners, Inc. | 8,653 | -6.42 | 760 | 7.50 | ||||
| 2026-10-14 | 13F | Mezzasalma Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-06 | 13F | AlphaCore Capital LLC | 300,169 | -5.75 | 26,379 | 8.22 | ||||
| 2026-07-29 | 13F | Goodman Financial Corp | 23,925 | -28.87 | 2,103 | -18.34 | ||||
| 2026-08-14 | 13F | Signal Tree Financial Partners Llc | 9,362 | -3.35 | 823 | 10.93 | ||||
| 2026-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-16 | 13F | Millennium Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-08 | 13F | Apella Capital, LLC | 37,837 | -11.68 | 3,461 | -8.20 | ||||
| 2026-05-26 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer July Account Class 2 | 71,950 | -2.36 | 5,507 | -6.83 | ||||
| 2026-07-30 | 13F | Lunt Capital Management, Inc. | 58,616 | -0.67 | 5,151 | 14.06 | ||||
| 2026-10-09 | 13F | Sound Income Strategies, LLC | 28,928 | -14.99 | 2,634 | -11.91 | ||||
| 2026-07-16 | 13F | Forthright Family Wealth Advisory LLC | 210,002 | -70.36 | 18,455 | -57.67 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2026-07-21 | 13F | Accredited Investors Inc. | 7,304 | -0.12 | 642 | 14.67 | ||||
| 2026-07-16 | 13F | Capital Advisors, Ltd. LLC | 15,705 | -1.44 | 1 | 0.00 | ||||
| 2026-08-03 | 13F | Plan Group Financial, LLC | 3,623 | -3.26 | 318 | 11.19 | ||||
| 2026-10-08 | 13F | Financial Management Network Inc | 15,254 | -1.50 | 1,382 | 2.07 | ||||
| 2026-10-07 | 13F | MJT & Associates Financial Advisory Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-14 | 13F | Capital Asset Advisory Services LLC | 89,126 | -4.28 | 7,832 | 0.85 | ||||
| 2026-07-24 | 13F | Summit Investment Advisory Services, LLC | 14,889 | -1.53 | 1,308 | 13.05 | ||||
| 2026-07-15 | 13F | Cerro Pacific Wealth Advisors LLC | 4,377 | -0.25 | 385 | 14.63 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 0 | -100.00 | 0 | |||||
| 2026-10-15 | 13F | Chemistry Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-07 | 13F | Mosaic Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-08-07 | 13F | Perigon Wealth Management, LLC | 67,093 | -0.76 | 5,896 | 13.95 | ||||
| 2026-07-24 | 13F | Intrua Financial, LLC | 961,927 | -0.79 | 84,534 | 13.91 | ||||
| 2026-08-12 | 13F | Strategic Wealth Partners, Ltd. | 30,231 | -2.23 | 2,657 | 12.26 | ||||
| 2026-08-10 | 13F | WealthCare Investment Partners, LLC | 14,462 | -1.67 | 1,271 | 11.80 | ||||
| 2026-10-13 | 13F | Signature Estate & Investment Advisors Llc | 10,801 | -0.89 | 969 | 1.25 | ||||
| 2026-07-28 | 13F | Raab & Moskowitz Asset Management LLC | 24,283 | -5.02 | 2,134 | 9.05 | ||||
| 2026-10-09 | 13F | Armstrong Advisory Group, Inc | 66,728 | -0.18 | 5,990 | 1.96 | ||||
| 2026-10-14 | 13F | Clarity Asset Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-10 | 13F | Canvas Wealth Advisors, LLC | 5,307 | -3.54 | 466 | 10.69 | ||||
| 2026-07-30 | 13F | Claro Advisors LLC | 7,310 | -0.42 | 642 | 14.44 | ||||
| 2026-10-14 | 13F | Seelaus Asset Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-23 | 13F | Financial Consulate, Inc | 3,169 | -1.12 | 278 | 13.47 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-08-11 | 13F | Exit Wealth Advisors, LLC. | 10,996 | -16.24 | 966 | -3.78 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 0 | -100.00 | 0 | |||||
| 2026-10-16 | 13F | Guardian Asset Advisors, LLC | 102,114 | -20.69 | 9,165 | -19.00 | ||||
| 2026-08-13 | 13F | Pensionmark Financial Group, Llc | 1,172,238 | -0.12 | 89,839 | 0.01 | ||||
| 2026-08-05 | 13F | Legacy Financial Group LLC | 7,137 | -2.71 | 627 | 11.76 | ||||
| 2026-07-09 | 13F | Fortitude Financial, LLC | 188,087 | -11.16 | 16,529 | 2.01 | ||||
| 2026-07-10 | 13F | Team Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-07-30 | 13F | Kickstand Ventures, Llc. | 611,308 | -26.19 | 53,722 | -15.26 | ||||
| 2026-08-13 | 13F | Henderson Brothers Financial Partners, LLC | 425,852 | -3.19 | 37,424 | 11.16 | ||||
| 2026-07-13 | 13F | Optivise Advisory Services LLC | 3,067 | -18.99 | 270 | -6.92 | ||||
| 2026-08-03 | 13F | Modera Wealth Management, LLC | 57,542 | -5.32 | 5,057 | 8.71 | ||||
| 2026-08-03 | 13F | Manske Wealth Management | 7,320 | -0.38 | 643 | 14.41 | ||||
| 2026-07-23 | 13F | SBI Securities Co., Ltd. | 27,523 | -3.66 | 2,419 | 10.61 | ||||
| 2026-08-10 | 13F | Destiny Capital Corp/CO | 8,323 | -0.82 | 731 | 13.86 | ||||
| 2026-10-13 | 13F | Windsor Capital Management, LLC | 214,497 | -3.74 | 19,253 | -1.69 | ||||
| 2026-10-14 | 13F | Orgel Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-31 | 13F | Soltis Investment Advisors LLC | 2,570 | -33.54 | 226 | -23.73 | ||||
| 2026-07-24 | 13F | MBM Wealth Consultants, LLC | 44,032 | -6.13 | 3,870 | 7.77 | ||||
| 2026-08-12 | 13F | Independent Advisor Alliance | 339,955 | -92.41 | 29,875 | -91.29 | ||||
| 2026-08-13 | 13F | United Community Bank | 500 | -32.16 | 44 | -23.21 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 0 | -100.00 | 0 | |||||
| 2026-10-08 | 13F | Emergent Wealth Advisors, LLC | 42,364 | -18.30 | 3,803 | -17.02 | ||||
| 2026-07-29 | 13F/A | SOL Capital Management CO | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-12 | 13F | Voya Investment Management Llc | 406,839 | -0.03 | 35,753 | 14.79 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100.00 | 0 | |||||
| 2026-08-10 | 13F | Howard Bailey Securities, Llc | 87,972 | -17.53 | 7,731 | -5.32 | ||||
| 2026-08-07 | 13F | Meeder Advisory Services, Inc. | 6,070 | -2.07 | 533 | 12.45 | ||||
| 2026-08-13 | 13F | Inscription Capital, LLC | 27,674 | -0.14 | 2,432 | 14.62 | ||||
| 2026-08-07 | 13F | Edgemoor Investment Advisors, Inc. | 2,799 | -23.82 | 246 | -12.81 | ||||
| 2026-10-16 | 13F | Buttonwood Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | Cutler Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-28 | NP | LCORX - Leuthold Core Investment Fund Retail Class | Short | -108,093 | 390.33 | -8,273 | 367.93 | |||
| 2026-10-13 | 13F | BKD Wealth Advisors, LLC | 4,985 | -24.83 | 447 | -23.20 | ||||
| 2026-08-13 | 13F | BCJ Capital Management, LLC | 49,271 | -3.36 | 4,330 | 10.94 | ||||
| 2026-08-04 | 13F | Principal Financial Group Inc | 509,443 | -13.35 | 44,770 | -0.52 | ||||
| 2026-10-15 | 13F | RDA Financial Network | 50,264 | -0.59 | 4,512 | 1.53 | ||||
| 2026-08-05 | 13F | Caldwell Securities, Inc | 589 | -20.94 | 52 | -13.56 | ||||
| 2026-05-15 | 13F | Jessup Wealth Management, Inc | 0 | -100.00 | 0 | |||||
| 2026-08-05 | 13F | Capital Analysts, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-16 | 13F | Align Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-04 | 13F | VCI Wealth Management LLC | 25,718 | -2.15 | 2,260 | 12.38 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 0 | -100.00 | 0 | |||||
| 2026-08-13 | 13F | Arvest Bank Trust Division | 400,899 | -1.27 | 35,231 | 13.36 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 8,745 | -0.49 | 669 | -4.97 | ||||
| 2026-10-16 | 13F | OFS Enterprise LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-08 | 13F | Acropolis Investment Management, LLC | 7,985 | -14.08 | 717 | -12.25 | ||||
| 2026-08-17 | 13F | Copia Wealth Management | 63,616 | -3.09 | 5,591 | 11.27 | ||||
| 2026-07-21 | 13F | October Effect Ltd | 28,091 | -4.01 | 2,469 | 10.23 | ||||
| 2026-08-12 | 13F | Legacy Capital Wealth Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-14 | 13F | Vivaldi Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-13 | 13F | Orin Green Financial, LLC | 17,911 | -0.46 | 1,574 | 14.31 | ||||
| 2026-08-10 | 13F | Triad Wealth Partners, LLC | 63,466 | -68.14 | 5,661 | -62.88 | ||||
| 2026-10-07 | 13F | Cooper Financial Group | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-13 | 13F | Inspire Advisors, LLC | 29,299 | -7.09 | 2,575 | 6.67 | ||||
| 2026-05-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-10-16 | 13F | Finer Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-13 | 13F | Integrity Wealth Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-13 | 13F | Leigh Baldwin & Co., Llc | 12,329 | -1.67 | 1,083 | 12.93 | ||||
| 2026-07-15 | 13F | Approach Retirement Advisors, LLC | 5,304 | -0.02 | 466 | 14.78 | ||||
| 2026-08-04 | 13F | Rsm Us Wealth Management Llc | 3,123 | -5.10 | 274 | 9.16 | ||||
| 2026-07-24 | 13F | Quaker Wealth Management, LLC | 9 | -35.71 | 1 | -100.00 | ||||
| 2026-08-11 | 13F | LaSalle St. Investment Advisors, LLC | 2,862 | -13.14 | 251 | -0.40 | ||||
| 2026-08-12 | 13F | Compass Ion Advisors, LLC | 549,670 | -1.24 | 48,305 | 13.39 | ||||
| 2026-07-29 | 13F | Treasure Coast Financial Planning | 23,693 | -2.94 | 2,082 | 11.46 | ||||
| 2026-07-28 | 13F | Fonville Wealth Management LLC | 58,952 | -1.62 | 5,181 | 12.95 | ||||
| 2026-10-08 | 13F | Green Ridge Wealth Planning LLC | 2,780 | -18.93 | 250 | -17.28 | ||||
| 2026-10-13 | 13F | Cape Investment Advisory, Inc. | 16,959 | -63.20 | 1,522 | -62.41 | ||||
| 2026-07-14 | 13F | American Financial Advisors, LLC | 36,840 | -0.21 | 3,237 | 14.58 | ||||
| 2026-08-13 | 13F | Dixon Mitchell Investment Counsel Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-09-09 | 13F | Miramontes Capital, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-07 | 13F | Investors Research Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-14 | 13F | Regal Investment Advisors LLC | 96,590 | -2.47 | 8,488 | 11.98 | ||||
| 2026-07-14 | 13F | Kohmann Bosshard Financial Services, LLC | 177,517 | -2.55 | 15,600 | 11.88 | ||||
| 2026-10-14 | 13F | Financial Planning Navigators CORP | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-05 | 13F | Bleakley Financial Group, LLC | 27,184 | -7.60 | 2,389 | 6.09 | ||||
| 2026-10-14 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-14 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-27 | 13F | Woodmont Investment Counsel Llc | 23,298 | -1.03 | 2,047 | 13.66 | ||||
| 2026-05-28 | NP | Managed Portfolio Series - Leuthold Global Fund Institutional Class | Short | -2,486 | 433.48 | -190 | 413.51 | |||
| 2026-08-05 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-14 | 13F | Invesco Ltd. | 10,604,422 | -0.01 | 931,917 | 14.80 | ||||
| 2026-08-14 | 13F | Medallion Wealth Advisors, LLC | 23,533 | -5.72 | 2,068 | 8.27 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | |||||
| 2026-08-13 | 13F | Asset One Wealth Management LLC | 11,969 | -2.53 | 1,063 | 4.52 | ||||
| 2026-08-06 | 13F | EJMK Ventures LLC | 5,701 | -47.93 | 501 | -40.21 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2026-08-13 | 13F | Missouri Trust & Investment Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-13 | 13F | Fiduciary Financial Group, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-24 | 13F | Transce3nd, LLC | 10,203 | -10.33 | 907 | 4.14 | ||||
| 2026-08-04 | 13F | Beaumont Financial Advisors, LLC | 60,302 | -2.46 | 5,299 | 12.01 | ||||
| 2026-08-11 | 13F | Sand Hill Global Advisors, LLC | 1,812,084 | -1.69 | 159,246 | 12.87 | ||||
| 2026-05-28 | NP | PBFDX - Payson Total Return Fund | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-03 | 13F | Crestwood Advisors Group LLC | 118,234 | -8.01 | 10,390 | 5.62 | ||||
| 2026-08-07 | 13F | Ciovacco Capital Management LLC | 17,149 | -2.66 | 1,507 | 11.80 | ||||
| 2026-07-14 | 13F | Presidio Capital Management, LLC | 3,144 | -3.05 | 276 | 11.29 | ||||
| 2026-07-21 | 13F | Walsh & Associates, LLC | 2,178 | -23.12 | 191 | -11.57 | ||||
| 2026-08-11 | 13F/A | Exchange Traded Concepts, Llc | Call | 1,300 | -23.53 | 114 | -12.31 | |||
| 2026-05-29 | NP | PSPTX - PIMCO StocksPLUS Absolute Return Fund Institutional | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-14 | 13F | Pinnacle Financial Partners, Inc. | 16,065 | -0.55 | 1,412 | 14.16 | ||||
| 2026-08-15 | 13F | Redwood Investment Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-15 | 13F | Prospera Financial Services Inc | 8,061 | -91.52 | 709 | -90.27 | ||||
| 2026-07-21 | 13F | Financial Life Planners | 3,570 | -39.28 | 314 | -30.29 | ||||
| 2026-08-12 | 13F | Vista Investment Management | 25,081 | -0.47 | 2,204 | 14.32 | ||||
| 2026-08-13 | 13F | Altrius Capital Management Inc | 8,278 | -5.43 | 727 | 8.67 | ||||
| 2026-05-07 | 13F | Momentum Wealth Planning, LLC | 0 | -100.00 | 0 | |||||
| 2026-07-23 | 13F | Apollon Financial, LLC | 96,546 | -13.61 | 8,484 | -0.81 | ||||
| 2026-08-14 | 13F | Davis R M Inc | 2,327 | -16.20 | 204 | -3.77 | ||||
| 2026-10-16 | 13F | Signature Resources Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-28 | 13F | Gw Henssler & Associates Ltd | 0 | -100.00 | 0 | |||||
| 2026-08-11 | 13F | BlackDiamond Wealth Management Inc. | 107,665 | -13.28 | 9,798 | 3.10 | ||||
| 2026-10-15 | 13F | Moisand Fitzgerald Tamayo, LLC | 69,477 | -0.57 | 6,236 | 1.56 | ||||
| 2026-07-17 | 13F | Grimes & Company, Inc. | 10,459 | -78.94 | 919 | -75.82 | ||||
| 2026-07-17 | 13F | Watershed Private Wealth Llc | 17,698 | -4.97 | 1,555 | 9.12 | ||||
| 2026-07-23 | 13F | Johnson Investment Counsel Inc | 9,974 | -2.55 | 877 | 11.88 | ||||
| 2026-07-24 | 13F | Flynn Zito Capital Management, Llc | 120,886 | -1.39 | 10,623 | 13.23 | ||||
| 2026-10-15 | 13F | RIA Advisory Group LLC | 15,279 | -38.01 | 1,371 | -36.70 | ||||
| 2026-05-28 | NP | GRZZX - Leuthold Grizzly Short Fund | Short | -49,409 | 414.03 | -3,782 | 390.40 | |||
| 2026-10-15 | 13F | PFG Private Wealth Management, LLC | 6,021 | -3.82 | 540 | -1.82 | ||||
| 2026-10-14 | 13F | Global Trust Wealth Management LLC | 2,559 | -5.75 | 230 | -3.78 | ||||
| 2026-05-14 | 13F | Adventist Health System Sunbelt Healthcare Corp | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-07-27 | 13F | Lodestar Private Asset Management Llc | 4,572 | -5.67 | 402 | 8.38 | ||||
| 2026-07-31 | 13F | Quadcap Wealth Management, LLC | 14,689 | -3.41 | 1,291 | 10.82 | ||||
| 2026-07-24 | 13F | Signaturefd, Llc | 3,947 | -4.57 | 347 | 9.49 | ||||
| 2026-08-03 | 13F | Summit Global Investments | 9,076 | -1.89 | 1 | |||||
| 2026-05-15 | 13F | Old Mission Capital Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-10-14 | 13F | DAVENPORT & Co LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-29 | 13F | Slagle Financial, LLC | 163,506 | -2.45 | 14,369 | 12.00 | ||||
| 2026-07-20 | 13F | Clarity Financial LLC | 42,059 | -4.60 | 3,696 | 9.54 | ||||
| 2026-08-11 | 13F | 360 Financial, Inc. | 12,347 | -12.10 | 1,085 | 0.93 | ||||
| 2026-10-14 | 13F | XY Planning Network, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-15 | 13F | Trail Ridge Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-15 | 13F | FFG Partners, LLC | 11,331 | -6.75 | 1,017 | -4.69 | ||||
| 2026-07-20 | 13F | Meitav Dash Investments Ltd | 87,742 | -0.20 | 7,711 | 14.58 | ||||
| 2026-08-04 | 13F/A | Golden State Equity Partners | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-09 | 13F | May Barnhard Investments LLC | 5,729 | -2.50 | 514 | -0.39 | ||||
| 2026-05-15 | 13F | Safe Harbor Fiduciary, LLC | 0 | -100.00 | 0 | |||||
| 2026-10-16 | 13F | GenWealth Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-28 | 13F | Avantax Planning Partners, Inc. | 47,320 | -1.35 | 4,159 | 13.27 | ||||
| 2026-07-27 | 13F | Nottingham Advisors, Inc. | 293,740 | -17.71 | 31,048 | 13.64 | ||||
| 2026-08-03 | 13F | Strategic Financial Partners, Ltd. | 536,722 | -9.23 | 47,167 | 4.21 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | -100.00 | 0 | |||||
| 2026-08-14 | 13F | Spectrum Strategic Capital Management, LLC | 36,224 | -15.92 | 3,183 | -3.46 | ||||
| 2026-10-07 | 13F | SigFig Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-13 | 13F | Solstein Capital, LLC | 0 | -100.00 | 0 | |||||
| 2026-08-06 | 13F | IAG Wealth Partners, LLC | 838,486 | -0.91 | 73,686 | 13.77 | ||||
| 2026-08-07 | 13F | MidFirst Bank | 33,986 | -7.00 | 2,987 | 6.76 | ||||
| 2026-08-14 | 13F | RFP Financial Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-14 | 13F | Synergy Investment Management, LLC | 50,136 | -0.50 | 4,406 | 14.24 | ||||
| 2026-07-09 | 13F | StoneCrest Wealth Management, Inc. | 117,314 | -8.32 | 10,310 | 5.26 | ||||
| 2026-08-14 | 13F | Warren Averett Asset Management, LLC | 513,535 | -12.55 | 45,129 | 0.41 | ||||
| 2026-10-16 | 13F | Brown, Lisle/cummings, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-03 | 13F | Retirement Income Solutions, Inc | 1,849,918 | -0.51 | 141,593 | -0.51 | ||||
| 2026-08-14 | 13F | Goldman Sachs Group Inc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-08-12 | 13F | Condor Capital Management | 73,147 | -13.17 | 6,428 | -0.29 | ||||
| 2026-08-12 | 13F | Empower Advisory Group, LLC | 1,151,797 | -44.08 | 101,220 | -35.79 | ||||
| 2026-08-14 | 13F | Q3 Asset Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-10 | 13F | Consolidated Capital Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-10-16 | 13F | IFC & Insurance Marketing, Inc. | 36,352 | -0.37 | 3,263 | 1.75 | ||||
| 2026-10-16 | 13F | Mlp3, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-14 | 13F | Mizuho Bank, Ltd. | 0 | -100.00 | 0 | |||||
| 2026-08-14 | 13F | Moneta Group Investment Advisors Llc | 422,561 | -0.02 | 37,135 | 14.79 | ||||
| 2026-10-15 | 13F | PFG Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-30 | 13F | Milestone Asset Management Group, LLC | 4,281 | -0.93 | 376 | 13.94 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2026-08-13 | 13F | Hantz Financial Services, Inc. | 1,450 | -16.18 | 0 | |||||
| 2026-08-05 | 13F | Americana Partners, LLC | 36,494 | -20.48 | 3,207 | -8.68 | ||||
| 2026-10-07 | 13F | Legacy Solutions, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-29 | 13F | USAdvisors Wealth Management, LLC | 38,911 | -0.87 | 3 | 50.00 |
