DE:FPMB / Freeport-McMoRan Inc. - Participation institutionnelle - Acheteurs

Freeport-McMoRan Inc.
DE ˙ XTRA ˙ US35671D8570
39,38 € ↑0,04 (0,10%)
2025-09-05
PRIX DE L'ACTION
Participation institutionnelle et des fonds - Acheteurs

Les principaux détenteurs qui ont ouvert de nouvelles positions dans Freeport-McMoRan Inc. comprennent Kingstone Capital Partners Texas, LLC, CastleKnight Management LP, Rokos Capital Management LLP, Glenmede Investment Management, LP, HMVAX - THE HARTFORD MIDCAP VALUE FUND Class A, Mercuria Capital Strategies, LLC, Ripple Effect Asset Management LP, Jain Global LLC, Ripple Effect Asset Management LP, Caisse Des Depots Et Consignations, Mizuho Securities Usa Llc, CFLGX - ClearBridge Tactical Dividend Income Fund Class A, HELO - JPMorgan Hedged Equity Laddered Overlay ETF, Lmp Capital & Income Fund Inc., GTLOX - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares, Financiere des Professionnels - Fonds d,investissement inc., Limestone Investment Advisors LP, HDAVX - Janus Henderson Dividend & Income Builder Fund Class A, LOM Asset Management Ltd, et Vontobel Holding Ltd. .

Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.

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Date de dépôt Source Investisseur Type Prix moyen
(Est)		 Actions Δ Actions
(%)		 Valeur déclarée
(1000 $)		 Δ Valeur
(%)		 Allocation de portefeuille
(%)
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 664 236 0,63 102 520 4,91
2025-08-26 NP IWB - iShares Russell 1000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 040 372 0,66 45 100 15,26
2025-08-19 NP RIFAX - U.S. Strategic Equity Fund 36 189 40,74 1 569 61,15
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 8 512 0,95 369 15,36
2025-07-17 13F Ausbil Investment Management Ltd 20 000 15,61 867 32,57
2025-07-29 NP VMVLX - Vanguard Mega Cap Value Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 798 198 10,40 30 715 15,09
2025-08-14 13F Colony Group, LLC 305 992 177,67 13 265 217,93
2025-08-11 13F Portside Wealth Group, LLC 30 333 0,81 1 315 15,36
2025-08-14 13F Parallax Volatility Advisers, L.P. Put 243 300 175,85 10 547 215,87
2025-08-22 NP XAOKX - Index 500 Portfolio Initial Class 464 498 0,16 20 136 14,68
2025-08-14 13F UBS Group AG Call 1 766 900 2,09 76 595 16,89
2025-07-31 13F Catalyst Capital Advisors LLC 32 813 17,19 1 422 34,15
2025-08-14 13F Lighthouse Investment Partners, LLC 116 243 5 039
2025-07-11 13F Farther Finance Advisors, LLC 40 486 50,71 1 755 71,39
2025-08-07 13F CSM Advisors, LLC 105 675 6,01 5 33,33
2025-06-25 NP RPGEX - T. Rowe Price Global Growth Stock Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 129 201 7,17 4 655 7,73
2025-08-12 13F MAI Capital Management Call 22 16,67
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 35 487 161,11 1 538 199,22
2025-06-26 NP ACVF - American Conservative Values ETF 5 245 1,86 189 2,17
2025-08-14 13F Parallax Volatility Advisers, L.P. 3 186 318 500,00 138
2025-08-05 13F Bank Of Montreal /can/ 5 565 063 1,79 241 245 16,55
2025-08-14 13F Bank Of America Corp /de/ Put 1 759 500 102,10 76 274 131,41
2025-08-14 13F Bank Of America Corp /de/ 39 252 042 7,72 1 701 576 23,34
2025-08-27 NP ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 11 520 19,50 499 37,09
2025-07-31 13F/A Interchange Capital Partners, LLC 4 706 204
2025-08-01 13F Jennison Associates Llc 210 097 9 108
2025-08-11 13F Tidemark, LLC 17 1
2025-08-26 NP SVIIX - Virtus Ceredex Large-Cap Value Equity Fund Class A 286 636 11,41 12 426 2,72
2025-08-13 13F TCM Advisors, LLC 1 032 -2,74
2025-07-08 13F Everpar Advisors Llc 7 522 1,36 326 16,43
2025-08-26 NP EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 24 087 106,63 1 044 136,73
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I 426 18
2025-08-14 13F Towarzystwo Funduszy Inwestycyjnych Pzu Sa 4 700 18,39 204 35,33
2025-06-24 NP SNXFX - Schwab 1000 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 469 823 0,54 16 928 1,05
2025-08-12 13F Clear Street Markets Llc 1 586 69
2025-08-01 13F First National Trust Co 5 906 1,72 256 16,89
2025-08-14 13F Point72 Asset Management, L.P. Put 375 900 43,04 16 295 63,79
2025-08-04 13F Wolverine Asset Management Llc 30 000 25,00 1 300 43,17
2025-08-11 13F Traub Capital Management LLC 59 3
2025-08-12 13F Titleist Asset Management, Llc 29 735 1,99 1 289 16,86
2025-08-13 13F Johnson Financial Group, Inc. 1 984 16,91 86 34,38
2025-07-21 13F Stock Yards Bank & Trust Co 4 702 204
2025-07-29 13F Nordea Investment Management Ab 1 874 950 0,77 82 198 18,38
2025-08-14 13F Warren Averett Asset Management, LLC 16 413 14,24 712 30,94
2025-08-01 13F New York Life Investment Management Llc 215 058 11,84 9 323 28,05
2025-08-26 NP QCEQRX - Equity Index Account Class R1 705 961 11,83 30 603 28,05
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 23 885 3,40 1 035 18,42
2025-08-05 13F Hunter Associates Investment Management Llc 10 768 22,81 0
2025-08-04 13F AMG National Trust Bank 29 113 370,70 1 262 439,32
2025-08-26 NP SOPAX - ClearBridge Dividend Strategy Fund Class A This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 369 148 0,08 102 703 14,59
2025-08-26 NP GARP - iShares Factors US Growth Style ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10 215 30,49 443 49,32
2025-08-08 13F Candriam Luxembourg S.C.A. 442 965 84,26 19 203 111,00
2025-08-13 13F VestGen Advisors, LLC 35 699 97,66 1 548 126,50
2025-07-14 13F Matrix Trust Co 6 877 6,19 0
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 257 084 1 344,29 11 145 1 555,87
2025-07-22 13F Old National Bancorp /in/ 14 483 21,65 628 39,33
2025-08-04 13F Mesirow Financial Investment Management, Inc. 10 272 10,11 445 26,06
2025-07-18 13F Trust Co Of Vermont 5 260 51,28 228 74,05
2025-08-14 13F Scopus Asset Management, L.p. 393 483 43,08 17 057 63,84
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 695 125 2,96 73 484 17,89
2025-07-29 13F Fundamentun, Llc 66 277 2,72 2 873 17,65
2025-08-13 13F State Board Of Administration Of Florida Retirement System 1 422 038 0,65 61 645 15,24
2025-08-14 13F State Street Corp 61 787 174 0,52 2 678 474 15,10
2025-08-14 13F GeoSphere Capital Management 70 000 3 034
2025-08-26 NP Institutional Investment Strategy Fund 118 4,42 5 25,00
2025-07-28 13F Harbour Investments, Inc. 5 041 4,80 219 19,78
2025-07-31 13F Mader & Shannon Wealth Management, Inc. 53 723 0,10 2 329 14,62
2025-06-27 NP DALVX - Dunham Large Cap Value Fund Class A 42 034 9,83 1 514 10,35
2025-07-28 NP AVUS - Avantis U.S. Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 345 700 3,88 13 303 8,30
2025-07-30 13F Strategic Blueprint, LLC 93 204 6,09 4 040 21,47
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 122 936 5 329
2025-08-12 13F Cornerstone Wealth Management, LLC 9 880 7,15 428 22,64
2025-08-12 13F Personal Cfo Solutions, Llc 5 025 218
2025-08-13 13F Per Stirling Capital Management, LLC. 11 736 0,04 509 14,41
2025-07-14 13F Westend Capital Management LLC 229 400 1 638 471,43 9 944
2025-08-07 13F PFG Advisors 6 211 9,79 269 25,70
2025-07-15 13F Alpha Omega Wealth Management LLC 4 737 205
2025-08-11 13F First American Trust, Fsb 75 813 1,38 3 287 16,07
2025-08-14 13F Howard Hughes Medical Institute 310 13
2025-06-23 NP SIZE - iShares Edge MSCI USA Size Factor ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13 456 6,08 485 6,61
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 92 706 0,25 3 340 0,75
2025-08-08 13F/A Sterling Capital Management LLC 4 834 10,19 210 25,90
2025-08-07 13F/A Credit Industriel Et Commercial 348 15
2025-08-11 13F TSP Capital Management Group, LLC 9 360 14,51
2025-08-07 13F/A Credit Industriel Et Commercial Put 1 200 52
2025-08-14 13F Beaconlight Capital, Llc 131 253 0,24 5 690 14,77
2025-08-14 13F TCG Advisory Services, LLC 36 996 13,84 1 604 30,33
2025-04-01 NP CCAPX - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 24 444 156,44 876 104,20
2025-07-30 13F Adams Natural Resources Fund, Inc. 248 400 10,74 10 768 26,82
2025-08-12 13F Prudential Financial Inc 2 094 606 24,25 90 801 42,27
2025-07-14 13F Pacifica Partners Inc. 34 043 1,42 1 493 32,83
2025-07-17 13F HCR Wealth Advisors 30 678 1,17 1 330 15,77
2025-08-13 13F NEOS Investment Management LLC 136 279 26,47 5 908 44,81
2025-05-22 NP MXLGX - Great-West Large Cap Growth Fund Investor Class 14 489 4,24 549 3,59
2025-07-22 NP JUST - Goldman Sachs JUST U.S. Large Cap Equity ETF 17 146 1,44 660 5,78
2025-07-07 13F Wealth Alliance Advisory Group, LLC 6 033 9,12 262 24,88
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9 667 2,97 419 18,03
2025-08-04 13F Strs Ohio 653 035 4,63 28 309 19,80
2025-08-26 NP IWV - iShares Russell 3000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 381 557 0,31 16 540 14,85
2025-08-15 13F Captrust Financial Advisors 736 262 2,53 31 917 17,40
2025-07-15 13F Jeppson Wealth Management, Llc 52 298 4,93 2 267 20,20
2025-08-29 NP HFQAX - Janus Henderson Global Equity Income Fund Class A 1 528 582 8,49 66 264 24,22
2025-08-05 13F Plato Investment Management Ltd 37 249 231,34 1 609 273,95
2025-07-29 13F Cidel Asset Management Inc 8 899 9,06 386 25,00
2025-08-08 13F Altfest L J & Co Inc 28 508 1 236
2025-08-13 13F Natixis Advisors, L.p. 538 973 31,30 23 53,33
2025-07-24 13F U S Global Investors Inc 15 000 650
2025-08-15 13F Concentric Capital Strategies, LP 294 812 12 780
2025-07-09 13F Mirador Capital Partners LP 74 050 2,04 3 210 16,85
2025-08-08 13F Capital Investment Advisory Services, LLC 9 309 2,27 404 17,15
2025-08-13 13F Employees Retirement System of Texas 1 602 416 15,76 69 32,69
2025-08-26 NP JUSA - JPMorgan U.S. Research Enhanced Large Cap ETF 736 32
2025-08-14 13F Hilltop Holdings Inc. 13 119 0,33 569 14,75
2025-08-14 13F Federation des caisses Desjardins du Quebec 193 242 22,09 8 377 39,79
2025-06-18 NP RTNAX - Tax-Managed International Equity Fund Class A 205 695 25,78 7 411 26,42
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-13 13F Avestar Capital, LLC 24 327 30,27 1 055 49,08
2025-08-11 13F Sprott Inc. 36 437 0,68 1 580 15,26
2025-08-12 13F Proequities, Inc. 0 0
2025-07-17 13F Moody Lynn & Lieberson, Llc 85 093 0,12 3 689 14,64
2025-07-28 13F IFC Advisors LLC 95 898 6,00 4 157 21,37
2025-08-14 13F Tudor Investment Corp Et Al Call 601 500 703,07 26 075 819,75
2025-08-14 13F Tudor Investment Corp Et Al Put 469 600 1 234,09 20 357 1 428,30
2025-07-10 13F Trust Point Inc. 6 509 17,92 282 35,58
2025-08-26 NP IVE - iShares S&P 500 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 289 144 2,25 99 234 17,07
2025-08-27 NP PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 220 600 35,01 9 563 54,59
2025-08-27 NP VQNPX - Vanguard Growth and Income Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 650 100 40,96 28 182 61,39
2025-07-17 13F Paradigm Financial Partners, Llc 83 444 317,39 3 617 378,44
2025-08-26 NP EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 3 371 0,72 146 15,87
2025-08-14 13F Fieldview Capital Management, LLC 61 160 2 651
2025-08-20 NP REMG - Emerging Markets Equity Active ETF 1 820 79
2025-08-26 NP XVV - iShares ESG Screened S&P 500 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12 437 24,08 539 42,22
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 11 835 0,18 513 14,77
2025-07-30 NP ALPS ETF Trust - ALPS Electrification Infrastructure ETF 7 966 307
2025-08-28 NP SPYV - SPDR(R) Portfolio S&P 500 Value ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 557 395 2,62 67 513 17,51
2025-07-09 13F Bruce G. Allen Investments, LLC 764 19,00 33 37,50
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 82 543 14,22 2 974 14,83
2025-08-12 13F BlackRock, Inc. Call 184 900 8 015
2025-07-11 13F Diversified Trust Co 6 931 7,66 300 23,46
2025-06-30 NP VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 935 358 4,98 33 701 5,50
2025-03-27 NP WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 14 847 17,87 532 -6,17
2025-08-25 NP RBLD - First Trust Global Engineering and Construction ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 917 15,99 170 33,07
2025-08-14 13F Icon Wealth Advisors, LLC 4 446 7,65 193 23,08
2025-08-20 NP QNZNX - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 474 21
2025-08-13 13F Crake Asset Management LLP 9 522 673 60,59 412 808 83,88
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8 338 12,71 361 28,93
2025-08-07 13F Kestra Private Wealth Services, Llc 62 922 1,46 2 728 16,19
2025-08-26 NP INGIX - Voya U.S. Stock Index Portfolio Class I 116 620 5,15 5 055 20,41
2025-08-15 NP Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 31 752 1,74 1 376 16,51
2025-06-27 NP CVSIX - Calamos Market Neutral Income Fund Class A 462 999 1,13 16 682 1,63
2025-08-14 13F Schonfeld Strategic Advisors LLC 303 893 1 061,23 13 174 1 230,61
2025-08-05 13F Re Advisers Corp 1 527 200 0,40 66 204 14,96
2025-08-08 13F Gts Securities Llc 20 798 41,79 902 62,34
2025-08-28 NP VLU - SPDR S&P 1500 Value Tilt ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15 948 102,21 691 131,88
2025-08-11 13F Elequin Capital Lp 7 382 320
2025-08-07 13F Proficio Capital Partners LLC 5 137 223
2025-07-23 13F Eagle Strategies LLC 91 018 3,52 3 946 18,54
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 124 427 2,67 5 394 17,55
2025-07-10 13F Polianta Ltd 31 600 12,06 1 0,00
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 656 790 1,29 23 664 1,79
2025-08-11 13F Elequin Capital Lp Call 8 000 347
2025-08-13 13F Diametric Capital, LP 8 228 357
2025-08-11 13F Elequin Capital Lp Put 8 500 368
2025-08-15 13F Harvest Fund Management Co., Ltd 2 353 294,14 0
2025-08-13 13F Cresset Asset Management, LLC 299 220 9,65 12 971 25,55
2025-07-29 NP CLSE - Convergence Long/Short Equity ETF 18 965 28,40 730 11,47
2025-08-26 NP JAVA - JPMorgan Active Value ETF 423 275 53,00 18 349 74,18
2025-07-29 13F Chicago Partners Investment Group LLC 10 857 487
2025-08-12 13F Dynamic Technology Lab Private Ltd 15 561 675
2025-07-07 13F TruWealth Advisors, LLC 578 779 26,22 25 090 44,52
2025-07-11 13F Wright Investors Service Inc 23 287 56,47 1 009 79,22
2025-08-05 13F State Of Michigan Retirement System 390 533 0,18 16 930 14,70
2025-08-14 13F GWM Advisors LLC 225 542 11,35 9 777 27,50
2025-07-28 13F Morningstar Investment Management LLC 5 199 0
2025-08-14 13F Farringdon Capital, Ltd. 10 365 449
2025-08-12 13F Eisler Capital Management Ltd. Call 351 700 18,38 15 248 35,59
2025-07-24 NP SUPAX - DWS Multi-Asset Growth Allocation Fund Class A 3 600 16,13 139 21,05
2025-07-15 13F Armis Advisers, LLC 20 485 120,10 950 183,28
2025-08-14 13F Point72 Hong Kong Ltd 26 960 1 169
2025-08-06 13F Ing Groep Nv 251 377 33,57 10 897 52,94
2025-07-25 NP PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 1 166 4,76 45 7,32
2025-06-26 NP MSTQX - Morningstar U.S. Equity Fund 88 623 1 852,48 3 193 1 870,99
2025-08-14 13F Mountaineer Partners Management, LLC 252 961 0,96 10 966 15,59
2025-06-24 NP JMNAX - JPMorgan Research Market Neutral Fund Class A 10 668 -316,30 384 -331,33
2025-08-28 NP BATT - Amplify Advanced Battery Metals and Materials ETF 73 551 4,15 3 188 19,27
2025-07-29 NP MPISX - BNY Mellon Income Stock Fund Class M Shares 54 630 9,59 2 102 14,30
2025-07-22 NP DRAFX - Destinations Real Assets Fund Class I 46 043 1,78 1 772 6,11
2025-07-25 13F Stephens Consulting, LLC 30 1
2025-08-15 13F Tower Research Capital LLC (TRC) 103 232 75,65 4 475 95,24
2025-07-24 13F Zullo Investment Group, Inc. 14 385 3,28 624 18,22
2025-08-14 13F Wealth High Governance Capital Ltda 62 000 2 688
2025-08-13 13F StoneX Group Inc. 38 330 40,22 1 662 60,64
2025-08-01 13F MorganRosel Wealth Management, LLC 476 21
2025-07-23 NP Lmp Capital & Income Fund Inc. 76 700 2 951
2025-07-28 NP EQAL - Invesco Russell 1000 Equal Weight ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 40 977 5,18 1 577 9,67
2025-07-25 13F Sequoia Financial Advisors, LLC 38 726 20,95 1 679 38,45
2025-08-07 13F Cypress Capital Management LLC (WY) 1 219 76,67 53 100,00
2025-08-12 13F Mmbg Investment Advisors Co. 6 960 302
2025-07-23 13F Maryland State Retirement & Pension System 69 518 3,89 3 014 18,95
2025-08-15 13F Great West Life Assurance Co /can/ 1 690 587 9,08 73 25,86
2025-08-12 13F Horizon Financial Services, Llc 65 58,54 3 100,00
2025-08-14 13F Sei Investments Co 952 099 15,36 41 272 32,08
2025-07-17 13F Catalytic Wealth RIA, LLC 6 824 296
2025-08-01 13F Wesleyan Assurance Society 380 000 24,59 16 45,45
2025-08-14 13F Cibc World Markets Corp Call 314 600 5 459,29 13 638 6 272,43
2025-08-29 NP FTWO - Strive FAANG 2.0 ETF 27 747 6,87 1 203 22,40
2025-08-26 NP JHDRX - JPMorgan Hedged Equity 2 Fund Class R6 215 606 28,23 9 347 49,06
2025-08-04 13F HBK Sorce Advisory LLC 11 901 21,22 516 38,81
2025-07-29 NP BPGIX - Boston Partners Global Equity Fund Institutional Class 45 378 1 746
2025-07-24 13F Capital Advisors, Ltd. LLC 1 253 5,56 0
2025-08-29 NP HDAVX - Janus Henderson Dividend & Income Builder Fund Class A 53 997 2 341
2025-07-09 13F Gilman Hill Asset Management, LLC 140 088 1,29 6 073 15,97
2025-06-30 NP QDPL - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 22 959 16,64 827 17,30
2025-08-11 13F CBIZ Investment Advisory Services, LLC 222 74,80 10 125,00
2025-08-14 13F Oxford Asset Management Llp 8 795 381
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 633 431 53,22 27 459 75,45
2025-07-14 13F S.A. Mason LLC 7 637 4,05 331 19,49
2025-07-07 13F Wesbanco Bank Inc 35 291 1 530
2025-08-01 13F Envestnet Asset Management Inc 1 547 779 5,31 67 096 20,58
2025-08-14 13F Rokos Capital Management LLP Put 300 000 13 004
2025-07-24 13F Shikiar Asset Management Inc 151 235 9,44 7 20,00
2025-08-04 13F Creative Financial Designs Inc /adv 2 364 2,52 102 17,24
2025-08-25 NP YLDE - ClearBridge Dividend Strategy ESG ETF This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30 184 1,46 1 308 16,16
2025-08-07 13F Meeder Asset Management Inc 44 624 8 148,43 1 934 9 570,00
2025-08-12 13F Evelyn Partners Investment Management LLP 322 720 1,59 14 487 3,48
2025-08-07 13F Parkside Financial Bank & Trust 5 195 0,50 225 15,38
2025-07-16 13F Encompass Wealth Advisors, Llc 5 342 0,26 232 14,93
2025-08-11 13F ARS Investment Partners, LLC 971 032 15,11 42 094 31,04
2025-08-06 13F Golden State Wealth Management, LLC 3 160 109,69 137 138,60
2025-07-31 13F Vaughan David Investments Inc/il 6 033 6,84 0
2025-08-14 13F Dymon Asia Capital (singapore) Pte. Ltd. Put 40 000 1 734
2025-04-01 NP XYLE - Global X S&P 500 ESG Covered Call ETF 103 32,05 4 0,00
2025-08-14 13F Dymon Asia Capital (singapore) Pte. Ltd. Call 40 000 1 734
2025-08-14 13F/A Skopos Labs, Inc. 11 190 85,08 485 112,72
2025-08-14 13F Cibc World Markets Corp Put 180 500 7 825
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 3 589 190 9,38 155 591 25,24
2025-06-30 NP XTR - Global X S&P 500 Tail Risk ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 54 17,39 2 0,00
2025-08-14 13F Arrow Capital Pty Ltd 113 100 88,50 7 483 215,74
2025-08-07 13F Allworth Financial LP 22 865 82,02 991 109,96
2025-06-24 NP Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 696 799 4,42 25 106 4,95
2025-08-13 13F Pinpoint Asset Management (Singapore) Pte. Ltd. 3 304 143
2025-08-14 13F Verition Fund Management LLC Put 295 800 286,16 12 823 342,14
2025-08-14 13F Verition Fund Management LLC Call 165 700 41,14 7 183 61,63
2025-06-30 NP XYLD - Global X S&P 500 Covered Call ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 99 238 5,02 3 576 5,55
2025-08-14 13F Lazard Asset Management Llc 860 323 48,52 37 76,19
2025-08-08 13F MTM Investment Management, LLC 984 43
2025-07-24 13F Mercuria Capital Strategies, LLC 230 000 9 970
2025-06-26 NP ACWI - iShares MSCI ACWI ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 375 937 8,16 13 545 8,71
2025-07-28 13F Allianz Asset Management GmbH Put 121 900 35,75 5 284 55,46
2025-07-28 13F Allianz Asset Management GmbH Call 79 600 4,87 3 451 20,08
2025-08-14 13F Citadel Advisors Llc 6 377 581 184,02 276 468 225,21
2025-07-23 NP CFMCX - Column Mid Cap Fund 23 951 0,69 922 4,90
2025-07-01 13F Confluence Investment Management Llc 14 797 1,14 641 15,91
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I 3 306 128,16 143 164,81
2025-08-05 13F Intellectus Partners, LLC 74 511 2,98 3 230 17,93
2025-06-30 NP INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 12 403 21,18 447 21,86
2025-07-31 13F Peterson Wealth Services 22 1
2025-08-14 13F Aqr Capital Management Llc 4 186 621 204,97 181 490 256,45
2025-08-07 13F Guardian Partners Inc. 68 374 2,03 3 117 32,19
2025-07-31 13F Fielder Capital Group LLC 9 646 5,21 418 20,46
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 758 967 0,65 32 901 15,25
2025-08-11 13F Vanguard Group Inc 126 983 947 1,55 5 504 754 16,28
2025-08-01 13F Brookwood Investment Group LLC 5 943 258
2025-06-27 NP DUBS - Aptus Large Cap Enhanced Yield ETF 5 488 4,71 198 5,35
2025-08-13 13F Patrick M Sweeney & Associates, Inc 4 443 203
2025-08-14 13F Qube Research & Technologies Ltd Call 640 700 112,79 27 774 143,65
2025-07-29 NP PTL - Inspire 500 ETF 30 607 16,62 1 178 21,59
2025-08-14 13F Qube Research & Technologies Ltd Put 638 800 138,09 27 692 172,63
2025-08-07 13F HighPoint Advisor Group LLC 43 749 6,51 1 897 24,25
2025-08-01 13F SYM FINANCIAL Corp 6 545 2,86 284 17,92
2025-08-12 13F Tradition Wealth Management, LLC 8 546 48,01 370 69,72
2025-08-08 13F Intech Investment Management Llc 25 184 40,12 1 092 60,44
2025-08-15 13F Alaethes Wealth LLC 40 405 5,11 1 752 20,34
2025-07-23 13F Bingham Private Wealth, Llc 8 792 26,65 381 45,42
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 10 895 3,24 472 18,30
2025-06-30 NP NSFLX - Natixis Sustainable Future 2055 Fund Class N 98 11,36 4 0,00
2025-08-11 13F Aptus Capital Advisors, LLC 80 815 15,94 3 503 32,79
2025-08-13 13F Groupe la Francaise 125 000 25,00 5 395 34,92
2025-08-19 13F State of Wyoming 7 532 139,64 327 176,27
2025-08-07 13F Winch Advisory Services, LLC 2 740 0,37 119 14,56
2025-07-28 NP ISPY - ProShares S&P 500 High Income ETF 22 635 17,61 871 22,54
2025-08-06 13F Atlantic Union Bankshares Corp 4 449 193
2025-07-14 13F Abound Wealth Management 211 37,91 9 80,00
2025-07-25 NP URTH - iShares MSCI World ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 93 829 5,89 3 611 10,40
2025-08-13 13F Greenwich Wealth Management LLC 163 066 0,24 7 16,67
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional 6 308 291,07 273 347,54
2025-07-22 NP CAPAX - Federated Capital Income Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 37 732 17,65 1 452 22,65
2025-07-09 13F Breakwater Capital Group 14 680 40,95 636 61,42
2025-08-28 NP SMSAX - SIMT Multi-Strategy Alternative Fund Class F 47 135 5,37 2 043 20,67
2025-08-06 13F AIA Group Ltd 127 006 36,55 5 506 56,35
2025-08-13 13F Fi3 FINANCIAL ADVISORS, LLC 7 056 306
2025-05-07 13F/A Symmetry Investments LP Call 70 000 3 494
2025-07-28 13F Td Asset Management Inc 787 096 6,30 34 121 21,71
2025-08-22 NP FFNKX - Materials Portfolio Initial Class 42 040 619,86 1 822 724,43
2025-05-12 13F Pinpoint Asset Management Ltd 12 846 355,69 486 354,21
2025-08-14 13F Atomi Financial Group, Inc. 49 299 1,01 2 137 15,70
2025-08-14 13F Polymer Capital Management (HK) LTD 9 903 429
2025-07-25 13F Cwm, Llc 147 117 111,69 6 200,00
2025-08-18 13F Hollencrest Capital Management 45 133 0,56 1 957 15,13
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 729 616 0,98 31 629 15,62
2025-08-11 13F Managed Asset Portfolios, Llc 331 658 1,08 14 377 15,74
2025-08-13 13F CMT Capital Markets Trading GmbH Put 261 000 59,63 11 83,33
2025-08-26 NP PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares 143 013 4,26 6 200 19,37
2025-06-26 NP FLCOX - Fidelity Large Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 627 437 8,67 22 607 9,21
2025-06-26 NP Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 221 074 0,31 7 965 0,82
2025-03-26 NP FTLS - First Trust Long/Short Equity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value Short -110 131 -3 948
2025-07-17 13F HB Wealth Management, LLC 44 175 47,29 1 915 68,63
2025-08-26 NP PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 107 285 3,79 4 651 18,83
2025-07-30 13F IMG Wealth Management, Inc. 140 6
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 76 234 26,65 3 307 42,99
2025-07-22 13F HFM Investment Advisors, LLC 35 118,75 2
2025-07-28 NP IUS - Invesco RAFI(TM) Strategic US ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17 870 0,61 688 4,89
2025-06-27 NP SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 19 123 9,93 689 10,59
2025-07-16 13F Meridian Investment Counsel Inc. 24 115 0,42 1 045 14,96
2025-08-12 13F Wulff, Hansen & Co. 25 799 2,79 1 118 17,68
2025-08-25 NP Eaton Vance Tax-managed Buy-write Income Fund 3 848 167
2025-08-14 13F Greenline Partners, LLC 105 889 4,45 4 590 19,59
2025-08-13 13F Capital Research Global Investors 61 122 626 3,33 2 649 678 18,31
2025-08-01 13F Howard Capital Management Inc. 9 195 10,56 399 26,75
2025-08-12 13F J.w. Cole Advisors, Inc. 56 547 220,69 2 451 267,47
2025-07-28 NP AVLV - Avantis U.S. Large Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 451 244 92,30 17 364 100,47
2025-08-26 NP PNBAX - Virtus NFJ Large-Cap Value Fund A 33 782 1 464
2025-08-14 13F Brevan Howard Capital Management LP Call 10 875 471
2025-07-24 NP FDGRX - Fidelity Growth Company Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 517 048 0,26 135 336 4,52
2025-07-30 13F Parcion Private Wealth LLC 90 359 1,61 3 917 16,37
2025-06-26 NP IBALX - Transamerica Multi-Managed Balanced A 24 406 879
2025-08-06 13F Savant Capital, LLC 88 466 28,15 3 835 46,77
2025-07-24 NP FDFIX - Fidelity Flex 500 Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 175 629 6,94 6 758 11,50
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 46 193 623 1,77 2 002 494 16,52
2025-07-23 NP DBOAX - BNY Mellon Balanced Opportunity Fund Class A 22 421 57,42 863 64,19
2025-08-11 13F Covestor Ltd 3 160 20,61 0
2025-08-08 13F Old West Investment Management, LLC 75 752 7,39 3 284 22,96
2025-08-14 13F Mml Investors Services, Llc 207 405 18,51 9 33,33
2025-08-12 13F Handelsbanken Fonder AB 747 858 25,63 32 45,45
2025-07-23 13F Steel Peak Wealth Management LLC 5 169 224
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 37 783 6,83 1 361 7,42
2025-08-08 13F IMA Wealth, Inc. 5 0
2025-07-30 13F Princeton Global Asset Management LLC 365 16
2025-08-11 13F HighTower Advisors, LLC 1 082 412 8,15 46 923 23,83
2025-08-08 13F SG Americas Securities, LLC 298 340 84,21 13 100,00
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 375 074 10,22 13 514 10,77
2025-07-24 13F Strong Tower Advisory Services 203 604 0,46 8 826 43,42
2025-08-13 13F Brown Advisory Inc 12 443 27,03 539 45,68
2025-08-27 NP LGH - HCM Defender 500 Index ETF 9 195 10,56 399 26,75
2025-08-20 NP AQRNX - AQR Multi-Asset Fund Class N 28 634 4 409,29 1 241 5 070,83
2025-07-08 13F Parallel Advisors, LLC 43 391 14,24 1 881 30,74
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 063 625 8,58 79 408 13,20
2025-07-22 NP TXUE - Thornburg International Equity ETF 62 766 45,59 2 415 51,79
2025-06-24 NP SWLVX - Schwab U.S. Large-Cap Value Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 46 006 3,09 1 658 3,63
2025-08-13 13F GM Advisory Group, Inc. 8 085 350
2025-08-08 13F Allianz Se 187 060 3,58 8 109 18,60
2025-08-27 NP Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 10 187 10,91 442 26,36
2025-07-07 13F Versant Capital Management, Inc 5 698 63,55 247 88,55
2025-08-14 13F Summit Trail Advisors, Llc 25 425 60,75 1 102 84,28
2025-08-29 NP NORTHERN LIGHTS FUND TRUST II - Hodges Fund Retail Class 185 000 5,71 8 020 21,04
2025-08-08 13F Atlantic Trust, LLC 467 138,27 20 185,71
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 57 292 234,38 2 484 283,18
2025-08-27 NP HCSRX - The Catholic SRI Growth Portfolio HC Strategic Shares 1 400 36,32 61 57,89
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 3 281 142
2025-08-08 13F Calamos Advisors LLC 678 650 0,05 29 419 14,56
2025-08-27 NP Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A 91 345 3,99 3 960 19,07
2025-07-28 NP UPRO - ProShares UltraPro S&P500 73 319 14,97 2 821 19,89
2025-08-27 NP Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 200 700 26,47 8 700 44,81
2025-07-14 13F UMA Financial Services, Inc. 702 30,00 30 50,00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 31 956 5,67 1 385 21,07
2025-08-26 NP JDESX - JPMorgan U.S. Research Enhanced Equity Fund Class I 435 346 62,01 18 872 88,34
2025-08-14 13F Ubs Asset Management Americas Inc 8 538 050 12,92 370 124 29,30
2025-08-14 13F Quarry LP 20 698 479,13 897 564,44
2025-07-16 13F Perigon Wealth Management, LLC 73 695 23,70 2 737 21,37
2025-08-08 13F Calamos Advisors LLC Call 188 900 7 152
2025-08-29 NP GATAX - The Gabelli Asset Fund Class A 105 350 0,19 4 567 14,72
2025-06-18 NP PEYAX - PUTNAM EQUITY INCOME FUND Class A Shares 12 034 348 2,29 433 598 2,80
2025-08-14 13F Xponance, Inc. 211 778 3,59 9 181 18,60
2025-07-17 13F Beacon Capital Management, LLC 876 59,56 38 85,00
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 411 150 16,48 17 823 33,38
2025-08-12 13F Osborne Partners Capital Management, Llc 88 319 4,66 3 829 19,85
2025-08-14 13F Lansdowne Partners (uk) Llp 1 438 082 157,59 62 341 194,95
2025-08-15 13F Morse Asset Management, Inc 12 252 42,27 531 62,88
2025-08-11 13F GW&K Investment Management, LLC 1 779 1,66 0
2025-07-24 NP HNDRX - Horizon Defined Risk Fund Investor Class 21 959 8,25 845 12,83
2025-06-30 NP RSP - Invesco S&P 500 Equal Weight ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 826 886 8,85 137 883 9,40
2025-07-18 13F Cooper Financial Group 19 320 23,71 838 41,62
2025-08-14 13F Wells Fargo & Company/mn Put 341 600 13,87 14 808 30,38
2025-08-14 13F Treasurer of the State of North Carolina 1 069 594 39,76 46 64,29
2025-08-14 13F Wells Fargo & Company/mn Call 238 100 19,05 10 322 36,30
2025-08-27 NP CIAOX - Capital Advisors Growth Fund Investor Class 62 975 33,07 2 730 52,37
2025-08-27 NP JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 35 331 10,94 1 532 28,98
2025-07-18 13F Ninety One UK Ltd 5 446 597 21,63 236 110 39,27
2025-08-14 NP FLRUX - CONSERVATIVE ALLOCATION FUND Retail Class 1 180 51
2025-06-18 NP REUYX - Sustainable Equity Fund Class Y Short -4 765 -31,32 -172 -34,98
2025-07-28 13F Twin Tree Management, LP Call 816 200 45,80 35 382 66,94
2025-08-13 13F Railway Pension Investments Ltd 2 035 700 8,14 88 248 23,83
2025-08-14 NP FLDGX - DYNAMIC ALLOCATION FUND Retail Class 8 295 360
2025-07-14 13F Golden State Equity Partners 15 264 11,64 662 27,85
2025-08-14 13F Bank Of Hawaii 21 402 217,07 928 263,53
2025-08-26 NP UDIV - Franklin LibertyQ Global Dividend ETF 338 15
2025-08-13 13F Summit Financial, LLC 56 378 10,22 2 444 26,24
2025-08-11 13F Primecap Management Co/ca/ 2 591 770 0,60 112 353 15,19
2025-08-05 13F American Capital Advisory, LLC 130 8,33 6 25,00
2025-08-14 13F Apriem Advisors 5 446 236
2025-08-14 13F Waters Parkerson & Co., Llc 5 806 252
2025-08-20 NP AQMIX - AQR Managed Futures Strategy Fund Class I 6 632 -147,36 287 -154,15
2025-08-13 13F Baker Avenue Asset Management, LP 331 356 4,80 14 364 20,00
2025-06-26 NP DFVX - Dimensional US Large Cap Vector ETF 22 422 38,29 808 38,90
2025-08-13 13F Thornburg Investment Management Inc 2 915 823 2,52 126 401 -88,26
2025-08-14 13F Nissay Asset Management Corp /japan/ /adv 177 687 1,22 7 703 15,89
2025-05-15 13F Glenmede Trust Co Na 97 050 9,11 3 674 8,47
2025-08-11 13F Artemis Investment Management LLP 1 381 408 769,06 59 884 895,25
2025-07-07 13F Bangor Savings Bank 220 0,46 10 12,50
2025-08-14 13F Altshuler Shaham Ltd 273 784 32,95 11 869 52,23
2025-08-11 13F Qsemble Capital Management, LP 30 194 1 309
2025-08-14 13F Goldman Sachs Group Inc Put 1 811 400 79,31 78 524 105,31
2025-07-02 13F Michael S. Ryan, Inc. 8 929 11,31 387 27,72
2025-08-26 NP JLPSX - JPMorgan U.S. Large Cap Core Plus Fund Class I 42 156 1 827
2025-07-17 13F CWA Asset Management Group, LLC 16 018 14,10 694 30,70
2025-08-14 13F Kovitz Investment Group Partners, LLC 91 248 20,80 3 956 38,34
2025-08-13 13F Fisher Asset Management, LLC 62 358 715 3,19 2 703 250 18,15
2025-07-25 13F Allspring Global Investments Holdings, LLC 4 972 908 4,79 219 057 21,06
2025-08-14 13F Goldman Sachs Group Inc 10 504 436 10,16 455 367 26,14
2025-03-26 NP PBAIX - Blackrock Tactical Opportunities Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 172 578 159,83 6 187 106,89
2025-08-07 13F Rossmore Private Capital 41 391 3,64 1 794 18,65
2025-08-29 NP STRV - Strive 500 ETF 24 252 6,45 1 051 21,93
2025-07-29 13F Woodard & Co Asset Management Group Inc /adv 43 751 1,17 1 897 15,82
2025-08-14 13F Shay Capital LLC 15 000 650
2025-08-22 NP MBAAX - Global Strategist Portfolio Class A Shares 5 159 4,90 224 19,89
2025-06-24 NP ESG - FlexShares STOXX US ESG Impact Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 080 21,65 147 22,50
2025-06-26 NP FQAL - Fidelity Quality Factor ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 66 115 10,83 2 382 11,41
2025-07-16 13F PFS Partners, LLC 404 98,04 18 142,86
2025-08-13 13F JT Stratford LLC 17 988 780
2025-07-22 NP LEIFX - FEDERATED EQUITY INCOME FUND INC Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 144 978 32,88 5 579 38,55
2025-06-24 NP HELO - JPMorgan Hedged Equity Laddered Overlay ETF 86 538 3 118
2025-08-14 13F Transamerica Financial Advisors, Inc. 3 130 77,44 136
2025-08-27 NP PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 12 400 538
2025-08-14 13F Rafferty Asset Management, LLC 132 279 26,28 5 734 44,62
2025-07-29 13F Stratos Wealth Advisors, LLC 22 853 991
2025-08-27 NP VSLU - Applied Finance Valuation Large Cap ETF 9 273 37,91 402 57,87
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 440 200 67,06 16 939 74,17
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 271 180 11,93 9 771 12,49
2025-08-04 13F Savvy Advisors, Inc. 15 828 197,52 686 241,29
2025-07-30 NP LEXI - Alexis Practical Tactical ETF 18 342 128,33 706 125,24
2025-07-15 13F Colonial River Wealth Management, LLC 7 506 19,77 354 49,37
2025-07-29 13F TFC Financial Management 121 278,12 5 400,00
2025-07-10 13F Carderock Capital Management Inc 450 20
2025-08-27 NP VIVAX - Vanguard Value Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12 719 401 0,94 551 386 15,58
2025-08-06 13F Quadrant Private Wealth Management, LLC 63 279 6,27 2 743 21,69
2025-08-07 13F Flagship Wealth Advisors, Llc 581 0,35 25 19,05
2025-08-12 13F Landscape Capital Management, L.l.c. 24 731 1 072
2025-08-22 NP DFVE - DoubleLine Fortune 500 Equal Weight ETF 881 4,63 38 22,58
2025-08-05 13F Sigma Planning Corp 58 327 63,68 2 528 87,40
2025-06-24 NP FNCRX - Franklin Natural Resources Fund Class C 245 000 14,92 8 827 15,49
2025-08-14 13F CastleKnight Management LP 283 100 1 951,45 12 272 2 250,96
2025-08-14 13F Graham Capital Management, L.P. 14 539 37,46 630 57,50
2025-08-14 13F CastleKnight Management LP Call 530 000 22 976
2025-08-28 NP SPTM - SPDR(R) Portfolio Total Stock Market ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 271 140 1,96 11 754 16,75
2025-08-13 13F Bank Of Nova Scotia 584 604 6,97 25 343 22,48
2025-08-14 13F Polymer Capital Management (US) LLC 90 172 3 909
2025-08-11 13F Nikko Asset Management Americas, Inc. 106 202 4,57 4 602 19,66
2025-08-14 13F Hancock Whitney Corp 31 380 50,04 1 360 71,93
2025-08-05 13F Freestone Capital Holdings, LLC 85 622 43,26 3 712 64,06
2025-08-14 13F Polymer Capital Management (US) LLC Put 150 000 11,11 6 502 27,22
2025-07-22 NP DLCFX - Destinations Large Cap Equity Fund Class I 245 863 39,20 9 461 45,11
2025-08-12 13F Axq Capital, Lp 12 647 104,74 548 135,19
2025-06-26 NP FLCPX - Fidelity SAI U.S. Large Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 430 765 0,42 15 520 0,93
2025-08-29 NP CWEAX - Catalyst/Welton Advantage Multi-Strategy Fund Class A 1 813 79
2025-07-22 13F Checchi Capital Advisers, LLC 11 080 2,87 480 17,94
2025-08-28 NP ONEO - SPDR Russell 1000 Momentum Focus ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 797 40,28 78 60,42
2025-07-24 13F Callan Family Office, LLC 26 983 229,87 1 170 278,32
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 1 211 869 6,91 43 664 7,44
2025-08-13 13F Manning & Napier Advisors Llc 237 461 264,62 10 294 317,61
2025-08-05 13F Longbow Finance SA 229 227 339,04 9 937 402,83
2025-07-09 13F Czech National Bank 351 058 6,36 15 218 21,78
2025-08-12 13F Country Trust Bank 10 449 18 231,58 453 22 500,00
2025-06-25 NP RPGAX - T. Rowe Price Global Allocation Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25 065 0,36 903 0,89
2025-08-14 13F Camden Capital, LLC 255 143 0,06 11 060 14,58
2025-07-14 13F E&G Advisors, LP 6 784 0,74 294 14,90
2025-08-18 13F Onefund, Llc 3 751 0
2025-08-14 13F Orion Resource Partners LP 16 417 712
2025-08-14 13F CIBC World Markets Inc. 215 307 2,77 9 334 17,68
2025-07-29 NP PBUS - Invesco PureBeta MSCI USA ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 195 025 16,42 7 505 21,38
2025-08-05 13F Scarborough Advisors, LLC 7 0
2025-08-26 NP PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 21 856 3,60 947 18,67
2025-06-05 NP GTLOX - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 75 765 2 730
2025-03-27 NP WWIDX - Wells Fargo Large Company Value Fund Administrator Class 56 376 197,67 2 021 137,21
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 140 004 1,88 6 069 16,67
2025-07-25 NP SNPE - Xtrackers S&P 500 ESG ETF 71 940 6,28 2 768 10,81
2025-07-14 13F Park Avenue Securities Llc 29 346 8,47 1 0,00
2025-07-29 NP LCIAX - Siit Large Cap Index Fund - Class A 48 924 7,47 1 883 12,02
2025-07-29 NP VOOV - Vanguard S&P 500 Value Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 332 983 0,22 12 813 4,49
2025-08-27 NP Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 14 300 240,48 620 289,31
2025-08-13 13F F/M Investments LLC 94 767 2,50 4 108 17,37
2025-08-04 13F Hantz Financial Services, Inc. 69 804 0,55 3 50,00
2025-08-18 13F N.E.W. Advisory Services LLC 209 0,48 9 28,57
2025-08-08 13F Creative Planning 327 361 16,29 14 191 33,16
2025-08-04 13F Atria Investments Llc 72 249 4,45 3 132 19,60
2025-07-30 13F Benin Management CORP 4 896 212
2025-08-07 13F Sierra Ocean, Llc 309 98,08 13 160,00
2025-08-13 13F Capital Markets Trading UK LLP Call 533 800 122,51 23 155,56
2025-08-27 NP VFINX - Vanguard 500 Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 40 766 490 2,09 1 767 227 16,90
2025-08-04 13F Capital Performance Advisors Llp 6 102 265
2025-06-18 NP RETSX - Tax-Managed U.S. Large Cap Fund Class S 259 952 16,88 9 366 17,47
2025-04-25 NP USCA - Xtrackers MSCI USA Climate Action Equity ETF 114 750 4,85 4 235 -12,45
2025-07-24 NP EUSA - iShares MSCI USA Equal Weighted ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 66 092 30,90 2 543 36,50
2025-08-14 13F Barometer Capital Management Inc. 76 100 3 288
2025-08-28 NP WMKGX - WesMark Growth Fund 30 000 1 300
2025-07-31 13F Ingalls & Snyder Llc 272 154 0,27 12 10,00
2025-08-14 13F Alyeska Investment Group, L.P. 1 150 219 49 862
2025-08-13 13F 1832 Asset Management L.P. 65 936 2 858
2025-08-13 13F Transce3nd, LLC 9 168 13,05 397 29,84
2025-07-15 13F Ballentine Partners, LLC 16 510 0,26 716 14,77
2025-08-14 13F SWAN Capital LLC 103 4
2025-04-03 13F First Hawaiian Bank 30 192 5,02 1 143 4,48
2025-08-05 13F K.J. Harrison & Partners Inc 240 541 34,21 10 427 53,68
2025-07-29 NP TRPBX - T. Rowe Price Spectrum Moderate Allocation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30 817 2,33 1 186 6,66
2025-07-29 13F Stratos Wealth Partners, LTD. 44 643 13,26 1 935 29,69
2025-08-29 NP STXG - Strive 1000 Growth ETF 2 188 4,34 95 18,99
2025-08-08 13F Larson Financial Group LLC 4 873 6,00 211 21,26
2025-08-14 13F K2 Principal Fund, L.p. Call 75 000 275,00 3 251 329,46
2025-08-13 13F Willis Johnson & Associates, Inc. 5 661 2,00 245 16,67
2025-07-24 13F Eastern Bank 11 227 0,12 487 14,62
2025-08-07 13F Midwest Trust Co 11 303 490
2025-08-12 13F Mediolanum International Funds Ltd 387 616 17,96 17 005 34,70
2025-08-11 13F NewEdge Wealth, LLC 21 575 14,72 880 23,60
2025-07-31 13F State of New Jersey Common Pension Fund D 477 647 0,78 20 706 15,39
2025-08-06 13F Rialto Wealth Management, LLC 58 93,33 3 100,00
2025-07-22 13F Sava Infond d.o.o. 6 000 50,00 260 72,19
2025-08-27 NP CAXAX - Catalyst/MAP Global Equity Fund Class A 29 000 7,41 1 257 22,99
2025-07-14 13F GAMMA Investing LLC 24 118 5,76 1 046 21,09
2025-08-14 13F Glenmede Investment Management, LP 279 578 12 120
2025-08-12 13F Mystic Asset Management, Inc. 15 157 7,52 657 23,26
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 33 912 1,53 1 470 18,07
2025-08-26 NP TSPA - T. Rowe Price U.S. Equity Research ETF 70 167 9,84 3 042 25,77
2025-08-12 13F Argent Trust Co 49 231 2,64 2 134 17,51
2025-07-09 13F Northwest & Ethical Investments L.P. 18 319 861
2025-07-16 13F Tru Independence Asset Management 2, Llc 5 000 217
2025-07-14 13F Whitener Capital Management, Inc. 12 060 6,76 523 22,25
2025-07-22 13F Investors Asset Management Of Georgia Inc /ga/ /adv 17 874 1,14 774 15,52
2025-08-14 13F FIL Ltd 6 994 018 3,89 303 191 18,96
2025-07-23 NP AGQI - First Trust Active Global Quality Income ETF 24 138 929
2025-08-19 13F Advisory Services Network, LLC 79 166 2,84 3 186 9,30
2025-07-31 13F FSM Wealth Advisors, LLC 5 422 245
2025-08-06 13F Founders Financial Securities Llc 30 511 1,55 1 323 18,25
2025-07-21 13F ASR Vermogensbeheer N.V. 189 945 0,10 8 234 14,62
2025-06-30 NP VVOAX - Invesco Value Opportunities Fund Class A 2 026 471 14,44 73 014 15,01
2025-08-27 NP Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 587 070 20,52 25 449 38,00
2025-07-31 13F Burke & Herbert Bank & Trust Co 4 800 208
2025-08-20 NP LSAAX - LoCorr Strategic Allocation Fund Class A 574 26,71 25 41,18
2025-08-13 13F Guggenheim Capital Llc 328 349 15,14 14 234 31,84
2025-06-26 NP BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 97 137 0,96 3 500 1,45
2025-07-24 13F PDS Planning, Inc 8 226 13,23 357 29,45
2025-07-22 13F Merit Financial Group, LLC 55 088 51,34 2 388 73,29
2025-07-11 13F Kingstone Capital Partners Texas, LLC 864 656 34
2025-06-05 NP GWILX - Women in Leadership U.S. Equity Portfolio 3 699 34,80 133 35,71
2025-08-07 13F PCG Wealth Advisors, LLC 31 018 1 345
2025-07-18 13F Parkside Investments, LLC 282 822 0,70 12 260 15,30
2025-08-26 NP JHTRX - JPMorgan Hedged Equity 3 Fund Class R6 131 977 56,35 5 721 81,79
2025-08-18 NP PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 40 180 11,73 1 742 27,92
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 8 454 3,92 366 19,22
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 38 773 189,93 1 681 232,02
2025-08-13 13F Drummond Knight Asset Management Pty Ltd 1 147 407 4,84 49 740 20,04
2025-06-26 NP CRTVX - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 5 528 6,43 199 6,99
2025-08-08 13F Kingsview Wealth Management, LLC 4 985 216
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 10 919 9,98 473 26,13
2025-07-30 13F Jackson Thornton Asset Management, Llc 4 617 214
2025-08-14 13F One River Asset Management, LLC 8 686 381
2025-08-14 13F BW Gestao de Investimentos Ltda. 38 000 1 647
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 981 360 4,05 42 542 19,14
2025-08-14 13F One River Asset Management, LLC Call 302 172
2025-07-29 NP SDLAX - SIIT Dynamic Asset Allocation Fund - Class A 37 479 16,03 1 442 20,97
2025-08-14 13F One River Asset Management, LLC Put 900 221
2025-08-14 NP FLSPX - SPECTRUM FUND Retail Class 1 091 47
2025-08-13 13F General Pension Society PZU Joint Stock Co 1 392 153 17,59 60 350 34,64
2025-08-14 13F Jain Global LLC 178 741 7 748
2025-08-15 13F WealthCollab, LLC 1 820 17,12 79 34,48
2025-07-24 NP HESGX - Horizon ESG Defensive Core Fund Investor Class 10 911 420
2025-08-11 13F Highview Capital Management LLC/DE/ 34 192 1 482
2025-08-26 NP EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB 77 529 49,52 3 361 71,17
2025-08-13 13F Royal Fund Management, LLC 98 320 206,10 4 262 250,49
2025-08-13 13F Royal Fund Management, LLC Call 84 100 3 646
2025-08-14 13F Ieq Capital, Llc 393 344 167,05 17 051 205,79
2025-07-24 13F Reuter James Wealth Management, Llc 6 827 4,97 296 19,92
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 260 457 11,15 11 291 27,27
2025-06-27 NP EIVPX - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 44 799 2,69 1 614 3,26
2025-08-05 13F Simplex Trading, Llc Put 2 175 000 17,13 94 34,29
2025-08-26 NP ZZZ - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 122 8,93 5 25,00
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 915 40
2025-06-24 NP SFLNX - Schwab Fundamental US Large Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 343 235 8,58 12 367 9,12
2025-08-27 NP Advanced Series Trust - Ast Advanced Strategies Portfolio 72 900 84,56 3 160 111,37
2025-08-13 13F Connective Capital Management, LLC 26 436 1 146
2025-07-21 13F Ashton Thomas Securities, Llc 4 802 208
2025-08-11 13F Anfield Capital Management, LLC 21 1
2025-08-11 13F Alps Advisors Inc 230 073 6,04 9 974 21,41
2025-06-26 NP BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 74 808 51,60 2 695 52,35
2025-04-24 NP BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 98 446 68,46 3 634 40,70
2025-08-08 13F SG Americas Securities, LLC Call 168 600 33,18 1
2025-08-14 13F Fwl Investment Management, Llc 149 872 1 390,37 6 497 1 609,47
2025-06-17 NP GSBIX - Goldman Sachs Income Builder Fund Institutional 233 429 0,23 8 410 0,73
2025-07-22 13F Glass Wealth Management Co LLC 126 559 2,41 5 486 17,27
2025-07-31 13F Buckingham Strategic Partners 29 014 217,44 1 258 263,58
2025-07-24 NP FBALX - Fidelity Balanced Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 589 249 67,19 22 674 74,31
2025-08-27 NP Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II 146 615 5,09 6 356 20,34
2025-08-12 13F Jpmorgan Chase & Co 17 143 632 18,45 743 177 35,63
2025-08-06 13F Stone House Investment Management, LLC 1 204 1 025,23 52 1 200,00
2025-08-28 NP Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 192 073 33,26 8 326 52,57
2025-08-28 NP QCSTRX - Stock Account Class R1 4 072 559 7,22 176 545 22,76
2025-05-14 13F Pilgrim Partners Asia Pte Ltd 1 000 38
2025-08-14 13F Ambassador Advisors, LLC 93 111 6,29 4 036 21,71
2025-08-05 13F Crestwood Advisors Group LLC 4 887 212
2025-08-14 13F Decade Renewable Partners Lp 144 200 6 251
2025-07-29 NP EBI - Longview Advantage ETF 3 218 6,38 124 10,81
2025-08-11 13F TD Waterhouse Canada Inc. 313 972 3,04 13 819 19,18
2025-08-13 13F EverSource Wealth Advisors, LLC 17 998 104,45 780 134,23
2025-08-13 13F McGowan Group Asset Management, Inc. 9 988 0,13 433 14,59
2025-08-14 13F Cibc World Markets Corp 932 364 63,73 40 418 87,47
2025-08-11 13F Private Advisor Group, LLC Call 100 1
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 6 268 10,53 226 10,84
2025-06-26 NP CBLS - Clough Hedged Equity ETF 26 860 968
2025-08-08 13F Fiera Capital Corp 147 869 80,59 6 410 106,77
2025-07-25 13F LRI Investments, LLC 3 194 4,72 138 20,00
2025-07-08 13F Strategic Advocates LLC 17 191 13,16 745 29,57
2025-08-22 NP QBA2Q - Balanced Portfolio Initial Class 91 051 102,11 3 947 131,50
2025-08-14 13F Prestige Wealth Management Group LLC 347 0,29 15 15,38
2025-08-14 13F Sourcerock Group LLC 220 000 9 537
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 196 387 3,49 9 14,29
2025-08-13 13F Jump Financial, LLC 50 114 42,69 2 172 63,43
2025-08-14 13F Sandler Capital Management 45 000 1 951
2025-08-07 13F ProShare Advisors LLC 296 380 7,44 12 848 23,02
2025-07-16 13F ORG Partners LLC 1 937 101,56 85 136,11
2025-07-24 NP FBKFX - Fidelity Balanced K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23 386 75,29 900 82,72
2025-08-14 13F Highland Capital Management Fund Advisors, L.p. 18 950 821
2025-08-11 13F Raiffeisen Bank International AG 33 433 1 391
2025-07-31 13F Brian Low Financial Group, Llc 10 993 477
2025-08-05 13F Westside Investment Management, Inc. 14 957 3,34 654 19,13
2025-07-09 13F Dynamic Advisor Solutions LLC 25 473 1,10 1 104 15,84
2025-08-13 13F Quadrature Capital Ltd 16 788 727
2025-07-15 13F Accurate Wealth Management, LLC 32 789 18,70 1 548 67,97
2025-08-18 13F Tactive Advisors, LLC 6 521 283
2025-08-13 13F Pictet Asset Management Holding SA 710 748 1,73 30 811 16,48
2025-08-01 13F Mizuho Securities Usa Llc 99 264 4 303
2025-08-06 13F Anchor Capital Advisors Llc 156 482 0,16 6 783 14,69
2025-08-26 NP ICOP - iShares Copper and Metals Mining ETF 111 756 9,93 4 845 25,88
2025-07-10 13F Sumitomo Mitsui DS Asset Management Company, Ltd 182 101 8,82 7 894 24,61
2025-08-18 NP PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 18 671 809
2025-05-16 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y 378 15,95 14 16,67
2025-08-08 13F Hartland & Co., LLC 34 144 18,70 1 480 35,90
2025-08-14 13F Raymond James Financial Inc 3 323 626 4,89 144 079 20,09
2025-08-11 13F Alteri Wealth LLC 10 088 14,77 437 31,63
2025-08-13 13F Edgestream Partners, L.P. 27 011 1 171
2025-08-14 13F Cinctive Capital Management LP 233 766 10 134
2025-06-18 NP NWAPX - Nationwide Mellon Disciplined Value Fund Eagle Class 175 905 9,64 6 338 10,19
2025-08-14 13F Full Sail Capital, LLC 6 378 276
2025-07-25 13F Concurrent Investment Advisors, LLC 48 088 41,21 2 085 61,68
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 733 32
2025-07-11 13F Assenagon Asset Management S.A. 4 672 689 35,37 202 561 55,00
2025-07-22 13F Iowa State Bank 63 168 1,55 2 738 16,26
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Natural Resources Portfolio Class IB 15 541 3,68 674 18,69
2025-07-24 13F IFP Advisors, Inc 79 461 1,30 3 445 16,00
2025-08-12 13F Mcdonald Partners Llc 30 085 22,62 1 304 40,52
2025-08-26 NP DFND - Siren DIVCON Dividend Defender ETF Short -5 191 -10,87 -225 2,27
2025-07-09 NP Putnam ETF Trust - Putnam Focused Large Cap Value ETF - 1 645 418 59,00 63 316 65,76
2025-08-12 13F Trexquant Investment LP 120 891 5 241
2025-08-14 13F Limestone Investment Advisors LP Put 58 000 2 514
2025-08-14 13F Limestone Investment Advisors LP Call 49 000 2 124
2025-07-15 13F Financial Management Professionals, Inc. 2 053 39,28 89 60,00
2025-08-12 13F TCTC Holdings, LLC 736 732 1,32 31 937 16,01
2025-06-27 NP HAPY - Harbor Corporate Culture Leaders ETF 1 245 45
2025-08-14 13F Voleon Capital Management Lp 77 090 534,90 3 342 627,89
2025-08-13 13F River Wealth Advisors LLC 79 420 11,74 3 443 27,96
2025-08-01 13F Convergence Investment Partners, LLC 18 764 813
2025-08-06 13F First Horizon Advisors, Inc. 966 25,78 42 41,38
2025-08-13 13F Granite Investment Partners, LLC 8 842 0,52 383 15,02
2025-04-24 NP PWTAX - UBS U.S. Allocation Fund Class A 1 986 438,21 73 284,21
2025-07-11 13F Wealth Management Partners, LLC 17 948 3,09 810 22,76
2025-07-25 NP QARP - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 575 6,68 22 15,79
2025-07-30 13F First Citizens Bank & Trust Co 5 700 247
2025-07-15 13F First City Capital Management, Inc. 17 346 4,11 752 19,21
2025-08-14 13F Sig Brokerage, Lp Call 140 000 47,37 6 069 68,77
2025-08-14 13F Dagco, Inc. 974 0,72 42 16,67
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 109 558 25,93 5 33,33
2025-06-27 NP INFO - Harbor PanAgora Dynamic Large Cap Core ETF 3 595 130
2025-08-06 13F Nvwm, Llc 67 235,00 3
2025-08-15 13F Morgan Stanley 30 399 156 13,24 1 317 804 29,66
2025-08-26 NP EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 4 044 1,25 175 15,89
2025-08-04 13F Assetmark, Inc 114 677 37,87 4 971 57,86
2025-07-24 NP Horizon Funds - HORIZON EXPEDITION PLUS ETF 768 204,76 30 222,22
2025-03-27 NP TLORX - Transamerica Large Value Opportunities R 21 684 777
2025-08-26 NP HLQVX - JPMorgan Large Cap Value Fund Class I 1 177 806 1,74 51 058 15,82
2025-07-15 13F Fortitude Family Office, LLC 241 30,27 10 42,86
2025-08-13 13F Federated Hermes, Inc. 344 438 2,58 14 931 17,46
2025-07-24 NP FCGSX - Fidelity Series Growth Company Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 899 400 2,74 34 609 7,11
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 15 849 110,06 687 141,05
2025-08-06 13F S&t Bank/pa 48 50,00 2 100,00
2025-08-11 13F Landaas & Co /wi /adv 15 390 0,01 667 14,41
2025-08-21 NP HAP - VanEck Vectors Natural Resources ETF 58 629 0,01 2 542 14,51
2025-07-24 NP USRAX - Horizon Defensive Multi-Factor Fund Investor Class 61 902 2 382
2025-08-14 13F Recurrent Investment Advisors LLC 89 261 21,72 3 869 39,37
2025-08-07 13F Bornite Capital Management LP 824 500 35 742
2025-08-14 13F Point72 (DIFC) Ltd 12 930 561
2025-07-17 13F Uncommon Cents Investing LLC 7 715 32,67 334 51,82
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 105 482 28,58 3 801 29,25
2025-08-08 13F Vestcor Inc 30 826 15,85 1 0,00
2025-08-12 13F WealthTrak Capital Management LLC 120 60,00 5 150,00
2025-08-14 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 17 569 169 89,40 761 623 116,86
2025-08-27 NP RYDEX VARIABLE TRUST - Precious Metals Fund Variable Annuity 51 653 8,33 2 239 24,04
2025-08-12 13F Insigneo Advisory Services, Llc 12 458 14,63 540 31,39
2025-08-08 13F Letko, Brosseau & Associates Inc 6 925 300
2025-07-18 13F Bourgeon Capital Management Llc 331 549 8,09 14 373 23,76
2025-08-07 13F Evoke Wealth, Llc 11 459 102,17 497 131,78
2025-08-07 13F Fidelis Capital Partners, LLC 11 570 4,55 461 11,62
2025-03-28 NP GCVIX - Goldman Sachs Large Cap Value Insights Fund Institutional 87 057 464,61 3 121 349,57
2025-08-07 13F Rathbone Brothers plc 1 405 410 8,48 60 925 24,21
2025-07-16 13F Banque Pictet & Cie Sa 596 843 0,43 25 873 15,00
2025-08-06 13F Soltis Investment Advisors LLC 11 364 8,95 493 24,87
2025-07-29 NP GINX - SGI Enhanced Global Income ETF 5 511 212
2025-08-07 13F Los Angeles Capital Management Llc 2 941 454 41,25 127 512 61,74
2025-08-27 NP JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 14 316 0,26 621 14,81
2025-08-13 13F Harbor Advisors LLC 5 000 217
2025-08-27 NP Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 23 500 82,17 1 019 108,61
2025-06-30 NP VAGVX - Vanguard Advice Select Global Value Fund Admiral Shares 443 813 3,74 15 991 4,26
2025-08-29 NP SPXUX - WisdomTree 500 Digital Fund N/A 303 206,06 13 333,33
2025-03-27 NP SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 22 725 263,60 815 189,68
2025-08-14 13F First Manhattan Co 11 054 1,24 479 15,98
2025-08-27 NP RYTTX - S&P 500 2x Strategy Fund A 4 650 1,40 202 16,18
2025-08-05 13F NewSquare Capital LLC 1 002 74,87 43 104,76
2025-08-12 13F Retirement Planning Co of New England, Inc. 30 462 1,05 1 321 15,69
2025-08-13 13F Quadrant Capital Group Llc 37 249 34,64 1 615 54,15
2025-08-14 13F Erste Asset Management GmbH 115 272 132,40 5 071 166,47
2025-05-30 NP SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 0 -100,00 0 -100,00
2025-08-07 13F Guidance Capital, Inc 44 900 8,94 1 797 16,01
2025-08-12 13F Tokio Marine Asset Management Co Ltd 51 780 5,80 2 245 21,17
2025-08-13 13F Cloverfields Capital Group, Lp 33 360 39,25 1 446 59,43
2025-07-24 13F Argyle Capital Management Inc. 35 670 1,42 1 546 16,15
2025-08-07 13F Everhart Financial Group, Inc. 8 809 18,51 382 35,59
2025-06-26 NP Dfa Investment Trust Co - The U.s. Large Cap Value Series This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 581 568 11,57 165 074 12,13
2025-07-14 13F Clear Harbor Asset Management, LLC 27 076 9,59 1 174 25,45
2025-08-14 13F Toroso Investments, LLC 243 492 2,43 10 555 17,28
2025-06-30 NP Two Roads Shared Trust - Hypatia Women CEO ETF 680 7,42 24 9,09
2025-08-11 13F FSA Wealth Management LLC 465 6,90 20 25,00
2025-07-30 13F Brookstone Capital Management 9 189 2,26 398 17,06
2025-08-26 13F/A MASTERINVEST Kapitalanlage GmbH 4 871 211
2025-06-27 NP SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 55 572 0,01 2 002 0,50
2025-07-15 13F Focused Wealth Management, Inc Call 2 500 108
2025-06-26 NP CBSE - Clough Select Equity ETF 17 556 633
2025-07-16 NP CGDV - Capital Group Dividend Value ETF Share Class 3 390 910 38,95 130 482 44,86
2025-08-27 NP Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 294 500 23,79 12 767 41,75
2025-08-12 13F Mufg Securities Americas Inc. 31 830 25,13 1 380 43,20
2025-08-28 NP TPLC - Timothy Plan US Large Cap Core ETF 22 098 67,46 958 91,78
2025-06-24 NP BBUS - JPMorgan BetaBuilders U.S. Equity ETF 124 411 4,44 4 483 4,96
2025-06-24 NP SWPPX - Schwab S&P 500 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 180 639 0,43 114 598 0,93
2025-06-23 NP PPSFX - LargeCap Value Fund III R-3 34 891 8,79 1 257 9,40
2025-08-06 13F Stokes Family Office, LLC 17 081 20,51 740 38,06
2025-08-11 13F Regal Investment Advisors LLC 5 962 258
2025-07-30 NP RFFC - RiverFront Dynamic US Flex-Cap ETF 4 597 35,25 177 40,80
2025-08-12 13F Ci Investments Inc. 1 636 330 24,53 71 42,86
2025-08-26 NP GPIX - Goldman Sachs S&P 500 Core Premium Income ETF 28 433 73,42 1 233 98,71
2025-07-25 NP SCHB - Schwab U.S. Broad Market ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 823 647 0,17 31 694 4,43
2025-08-06 13F Adviser Investments LLC 45 053 0,93 1 953 15,56
2025-08-14 13F L2 Asset Management, LLC 6 408 5,08 278 20,43
2025-08-12 13F Jefferies Financial Group Inc. Put 35 000 1 517
2025-07-18 13F Trilogy Capital Inc. 215 420 3,13 9 338 18,08
2025-07-31 13F Brighton Jones Llc 32 693 129,15 1 417 162,41
2025-07-29 NP DAGVX - BNY Mellon Dynamic Value Fund Class A 2 619 955 67,10 100 816 74,21
2025-07-18 13F Trilogy Capital Inc. Call 172 500 342,31 271 269,86
2025-08-13 13F Gibbs Wealth Management 27 042 1 172
2025-08-12 13F Laurel Wealth Advisors LLC 36 545 4 954,63 1 -100,00
2025-08-14 NP FLMFX - MUIRFIELD FUND Retail Class 21 827 946
2025-08-27 NP RYPMX - Precious Metals Fund Investor Class 225 435 19,09 9 773 36,37
2025-08-14 13F Hrt Financial Lp 370 208 514,96 16 700,00
2025-08-14 13F Albar Capital Partners LLP 586 404 35,63 25 421 55,30
2025-08-26 NP RBCGX - Reynolds Blue Chip Growth Fund 1 100 37,50 48 20,51
2025-07-29 13F Signature Estate & Investment Advisors Llc 210 120 0,27 9 109 14,81
2025-08-07 13F Aviva Plc 1 074 480 257,55 46 579 309,40
2025-08-14 13F Balyasny Asset Management Llc 119 219 5,08 5 168 20,33
2025-08-14 13F Balyasny Asset Management Llc Put 372 700 105,12 16 157 134,86
2025-08-14 13F Balyasny Asset Management Llc Call 354 500 75,41 15 368 100,85
2025-08-13 13F Cerity Partners LLC 202 639 13,44 8 784 29,88
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 5 555 19,36 241 36,36
2025-08-14 13F Wellington Management Group Llp 12 544 236 7,82 543 793 23,45
2025-07-29 13F Novare Capital Management Llc 5 525 240
2025-08-12 13F O'shaughnessy Asset Management, Llc 190 240 8,70 8 247 24,47
2025-08-13 13F Walleye Capital LLC 170 679 0,28 7 399 14,82
2025-08-19 13F Cape Investment Advisory, Inc. 188 44,62 8 100,00
2025-08-13 13F Walleye Capital LLC Call 344 400 127,48 14 930 160,45
2025-07-25 13F Hazlett, Burt & Watson, Inc. 1 147 0,88 0
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 112 459 1,46 5 0,00
2025-08-13 13F Walleye Capital LLC Put 467 800 47,25 20 279 68,60
2025-08-21 NP VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class 210 700 1,20 9 134 15,87
2025-06-26 NP ETLGX - E*TRADE No Fee Large Cap Index Fund 217 8
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 56 460 0,24 2 448 14,77
2025-07-25 NP FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30 510 10,10 1 174 14,87
2025-08-14 13F Adage Capital Partners Gp, L.l.c. 1 580 400 1,86 68 510 16,63
2025-05-28 NP JGRO - JPMorgan Active Growth ETF 44 228 55,80 1 674 54,86
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I 47 2
2025-07-28 13F Mutual Advisors, LLC 13 638 2,51 612 23,39
2025-08-21 NP TGVAX - Thornburg International Value Fund - Class A 1 400 504 6,71 60 712 22,18
2025-07-22 13F Wealthcare Advisory Partners LLC 9 834 7,71 426 23,48
2025-06-25 NP CFLGX - ClearBridge Tactical Dividend Income Fund Class A This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 89 600 3 228
2025-07-11 13F Deane Retirement Strategies, Inc. 41 623 1 806
2025-08-25 13F/A Neuberger Berman Group LLC 5 480 111 14,22 237 700 30,32
2025-08-27 13F/A Putney Financial Group LLC 3 815 2 834,62 165 4 025,00
2025-07-29 NP VADCX - Invesco Equally-weighted S&p 500 Fund Class C 346 069 5,96 13 317 10,47
2025-08-13 13F Quantbot Technologies LP 37 237 1 614
2025-08-26 NP TURF - T. Rowe Price Natural Resources ETF 5 874 255
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES 43 352 7,91 1 879 23,62
2025-04-29 NP SILVX - SGI U.S. Large Cap Equity Fund Class I 15 270 6,38 564 -11,20
2025-08-14 13F Cubist Systematic Strategies, LLC Call 140 000 32,20 6 069 51,38
2025-07-11 13F Annex Advisory Services, LLC 916 899 27,19 39 748 45,64
2025-08-13 13F Victory Capital Management Inc 19 510 582 3 404,63 869 157 4 023,92
2025-07-29 NP SGLC - SGI U.S. Large Cap Core ETF 13 606 179,10 524 192,18
2025-07-29 NP VRNIX - Vanguard Russell 1000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 219 890 6,09 8 461 10,60
2025-08-13 13F West Family Investments, Inc. 13 983 91,10 606 118,77
2025-08-13 13F Rsm Us Wealth Management Llc 30 382 24,98 1 317 43,15
2025-07-23 13F Shell Asset Management Co 9 798 112,31 0
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 194 717 67,34 8 441 91,60
2025-08-08 13F Mitsubishi UFJ Trust & Banking Corp 622 845 0,20 27 000 14,73
2025-08-06 13F Modera Wealth Management, LLC 5 931 257
2025-08-14 13F Holocene Advisors, LP 2 512 579 108 920
2025-08-13 13F Capital International Inc /ca/ 459 293 27,15 19 910 45,59
2025-05-15 13F Proquility Private Wealth Partners, LLC 27 530 1 042
2025-08-07 13F Hodges Capital Management Inc. 458 839 2,90 19 891 17,82
2025-08-13 13F Dana Investment Advisors, Inc. 38 614 7,85 1 674 23,47
2025-06-25 NP BKDV - BNY Mellon Dynamic Value ETF 99 474 2 970,19 3 584 2 989,66
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 1 366 110 2,00 59 221 16,79
2025-08-14 13F Discovery Capital Management, Llc / Ct 694 800 108,40 30 120 138,62
2025-08-08 13F Tortoise Investment Management, LLC 626 10,02 27 28,57
2025-08-22 NP BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund Short -35 070 -19,61 -1 520 -7,93
2025-07-24 NP USCL - iShares Climate Conscious & Transition MSCI USA ETF 98 164 7,88 3 777 12,48
2025-07-24 NP SHP ETF Trust - NEOS S&P 500(R) High Income ETF 124 545 20,74 4 792 25,87
2025-08-01 13F Solstein Capital, LLC 113 5
2025-07-29 NP Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 147 651 5,19 5 682 9,67
2025-08-13 13F Channing Capital Management, LLC 118 369 9,82 5 131 25,76
2025-08-14 NP FLDFX - BALANCED FUND Retail Class 9 108 395
2025-07-15 13F MCF Advisors LLC 3 796 0,45 165 14,69
2025-08-08 13F TD Capital Management LLC 750 650,00 33 966,67
2025-07-25 13F Fifth Third Wealth Advisors LLC 20 384 6,47 884 21,96
2025-04-30 13F J Hagan Capital, Inc. 6 433 245
2025-08-14 13F Scientech Research LLC 16 559 718
2025-07-24 13F Leo Wealth, LLC 10 039 1,32 435 16,00
2025-08-14 NP FLDOX - MODERATE ALLOCATION FUND Retail Class 2 653 115
2025-08-14 13F Jane Street Group, Llc Put 7 512 600 10,33 325 671 26,32
2025-08-22 NP Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 312 100 97,91 13 530 126,62
2025-08-14 13F Harmony Asset Management Llc 43 700 1 894
2025-08-06 13F Commonwealth Equity Services, Llc 379 098 10,88 16 33,33
2025-06-23 NP IYY - iShares Dow Jones U.S. ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 60 794 1,89 2 190 2,38
2025-08-13 13F Peloton Wealth Strategists 75 875 1,34 3 50,00
2025-08-11 13F Empowered Funds, LLC 239 822 99,67 10 396 128,63
2025-08-14 NP FLFGX - GLOBAL ALLOCATION FUND Retail Class 469 20
2025-08-14 13F Jane Street Group, Llc Call 6 891 400 11,14 298 742 27,26
2025-08-26 NP SPFFX - Sphere 500 Climate Fund 1 184 21,06 51 37,84
2025-07-31 13F Resonant Capital Advisors, LLC 6 736 10,26 292 26,41
2025-07-10 13F Swedbank AB 2 602 226 4,20 112 806 19,31
2025-08-12 13F Putnam Fl Investment Management Co 180 767 6,66 7 836 22,13
2025-08-12 13F Nuveen, LLC 10 115 955 4,37 438 527 19,50
2025-06-30 NP PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 331 21,35 156 22,83
2025-08-13 13F Philadelphia Trust Co 133 257 11,18 6 25,00
2025-09-04 13F/A Advisor Group Holdings, Inc. 330 096 11,50 14 292 27,49
2025-06-26 NP FIOOX - Fidelity Series Large Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 488 423 2,04 17 598 2,55
2025-08-14 13F Toronto Dominion Bank 885 832 23,54 38 401 41,46
2025-08-07 13F Beese Fulmer Investment Management, Inc. 72 723 7,16 3 153 22,69
2025-08-14 13F Evergreen Capital Management Llc 18 494 10,52 802 26,54
2025-07-23 13F Cohen Capital Management, Inc. 7 073 307
2025-08-05 13F Carrhae Capital LLP 1 349 063 58 482
2025-05-15 13F Rakuten Investment Management, Inc. 131 345 61,34 5 046 20,75
2025-09-04 13F SevenBridge Financial Group, LLC 68 967 11,96 2 907 20,63
2025-07-22 13F Accel Wealth Management 4 623 200
2025-06-26 NP QRFT - QRAFT AI-Enhanced U.S. Large Cap ETF 417 82,10 15 66,67
2025-08-27 NP PIODX - Victory Pioneer Fund Class A 8 606 948 4,21 373 111 19,33
2025-08-13 13F Marshall Wace, Llp 4 327 245 139,26 187 586 173,96
2025-07-24 13F Standard Life Aberdeen plc 1 915 539 7,37 83 948 25,14
2025-08-14 13F Horizon Investments, LLC 108 050 105,50 4 669 135,64
2025-08-27 NP SSPY - Stratified LargeCap Index ETF 7 527 23,23 326 41,13
2025-08-05 13F Carson Advisory Inc. 6 064 1,68 263 16,44
2025-08-14 13F Game Creek Capital, LP 11 050 4,00 479 19,15
2025-07-29 NP Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 1 378 32,12 53 39,47
2025-07-16 13F Essex Financial Services, Inc. 21 718 13,19 941 29,61
2025-07-14 13F Chapin Davis, Inc. 18 704 223,77 811 271,56
2025-08-13 13F Ceredex Value Advisors LLC 1 644 018 137,33 71 268 171,76
2025-08-06 13F Csenge Advisory Group 13 006 3,56 500 21,07
2025-05-27 NP GGEYX - GROWTH EQUITY FUND Institutional 8 686 28,19 329 27,13
2025-08-26 NP WFMDX - Wells Fargo Special Mid Cap Value Fund Administrator Class 3 910 850 4,97 169 535 20,19
2025-07-14 13F AdvisorNet Financial, Inc 6 234 22,84 270 40,63
2025-08-11 13F Inspire Advisors, LLC 16 513 13,61 716 30,00
2025-06-18 NP Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 1 952 82,60 70 32,08
2025-07-09 13F Aaron Wealth Advisors LLC 391 864 2,56 16 987 17,44
2025-07-15 13F Td Private Client Wealth Llc 14 239 10,65 617 26,69
2025-07-30 13F Alexis Investment Partners, LLC 19 042 835
2025-07-28 NP AVUQ - Avantis U.S. Quality ETF 295 11
2025-07-22 13F DAVENPORT & Co LLC Call 5 200 225
2025-08-12 13F PKS Advisory Services, LLC 10 142 468
2025-07-22 13F DAVENPORT & Co LLC 37 788 32,32 1 638 51,53
2025-08-07 13F Traynor Capital Management, Inc. 291 135 4,01 12 825 21,02
2025-08-13 13F Sumitomo Mitsui Financial Group, Inc. Call 10 600 79
2025-06-26 NP HRLIX - The Hartford Global Real Asset Fund Class I 24 765 121,43 892 123,00
2025-08-08 13F Empower Advisory Group, LLC 1 488 821 4,65 64 540 19,83
2025-08-08 13F Canada Post Corp Registered Pension Plan 80 683 3 498
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 671 28
2025-08-27 NP COPA - Themes Copper Miners ETF 2 335 91,08 101 119,57
2025-08-12 13F Horizon Kinetics Asset Management Llc 142 847 0,25 6 192 14,79
2025-06-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 685 218 0,07 24 688 0,57
2025-08-21 NP MXVIX - Great-West S&P 500 Index Fund Investor Class 219 058 8,97 9 496 24,78
2025-08-12 13F Waddell & Associates, Llc 5 022 218
2025-08-14 13F Scott Marsh Financial, LLC 34 740 1 506
2025-08-14 13F Freestone Grove Partners LP 31 928 1 384
2025-08-11 13F United Capital Financial Advisers, Llc 91 266 2,68 3 956 17,56
2025-08-14 13F Lombard Odier Asset Management (USA) Corp 48 329 2 095
2025-04-25 13F Smallwood Wealth Investment Management, LLC 176 7
2025-06-18 NP RAZAX - Multi-Asset Growth Strategy Fund Class A 11 751 28,81 423 29,36
2025-08-12 13F CIBC Private Wealth Group, LLC 27 235 4,13 1 181 54,45
2025-08-12 13F LPL Financial LLC 2 219 727 13,94 96 225 30,46
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 4 670 202
2025-06-26 NP HMVAX - THE HARTFORD MIDCAP VALUE FUND Class A 269 068 9 695
2025-08-14 13F DoubleLine ETF Adviser LP 84 439 3 660
2025-08-12 13F Pacer Advisors, Inc. 150 862 67,00 6 540 91,20
2025-08-13 13F Sumitomo Mitsui Financial Group, Inc. Put 45 000 94
2025-07-09 13F Byrne Asset Management LLC 894 22,16
2025-07-10 13F Exchange Traded Concepts, Llc 9 052 11,77 392 28,10
2025-08-18 13F/A Hudson Bay Capital Management LP 62 604 2 714
2025-07-29 NP VMCTX - Vanguard Mega Cap Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 241 649 3,16 9 299 7,54
2025-07-29 NP SHRAX - ClearBridge Aggressive Growth Fund Class A This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 096 802 5,70 80 685 10,19
2025-07-31 13F Asset Management One Co., Ltd. 643 302 1,05 27 887 15,71
2025-07-17 13F Global Trust Asset Management, LLC 879 9,33 38 26,67
2025-08-21 NP PSPFX - Global Resources Fund 15 000 650
2025-07-11 13F Kaufman Rossin Wealth, LLC 7 134 309
2025-07-23 13F Sachetta, LLC 1 537 0,39 67 15,79
2025-07-22 13F Capital Advisors Inc/ok 997 705 26,08 43 251 44,36
2025-08-28 NP QWLD - SPDR MSCI World StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 179 1,90 51 18,60
2025-08-11 13F Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 68 000 3
2025-07-10 13F Fulton Bank, N.a. 10 488 35,66 455 55,48
2025-08-04 13F Pinnacle Associates Ltd 222 767 3,39 9 657 18,38
2025-06-30 NP XCLR - Global X S&P 500 Collar 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 87 22,54 3 50,00
2025-07-21 13F J. Safra Sarasin Holding AG 48 191 15,38 2 089 32,13
2025-08-07 13F Accent Capital Management, LLC 365 22
2025-08-14 13F Moore Capital Management, Lp Call 423 300 18 350
2025-08-15 13F Equitable Holdings, Inc. 24 431 8,74 1 059 24,59
2025-06-30 NP INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 684 97
2025-06-26 NP HFIGX - Hartford Schroders Diversified Growth Fund Class I 3 413 65,12 123 64,86
2025-08-11 13F HHM Wealth Advisors, LLC 250 150,00 11 233,33
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 3 871 117,72 168 149,25
2025-08-28 NP Nuveen Multi-Asset Income Fund This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 36 448 125,94 1 580 159,02
2025-08-05 13F Tiaa Trust, National Association 329 243 20,22 14 273 37,65
2025-08-14 13F Stamos Capital Partners, L.p. 18 038 39,63 782 59,71
2025-08-14 13F EP Wealth Advisors, Inc. 15 779 29,00 684 47,73
2025-08-14 13F/A Rockefeller Capital Management L.P. 694 196 7,98 30 093 23,64
2025-08-27 13F/A Brinker Capital Investments, LLC 53 698 9,25 2 328 25,11
2025-08-05 13F Ninepoint Partners LP 60 000 9,09 2 601 24,93
2025-08-12 13F Evelyn Partners Asset Management Ltd 160 16,79 7 0,00
2025-07-17 13F V-Square Quantitative Management LLC 6 667 29,33 289 48,21
2025-08-11 13F Strategic Wealth Partners, Ltd. 121 284 5 258
2025-08-14 13F Arete Wealth Advisors, LLC 5 320 0
2025-06-26 NP FNILX - Fidelity ZERO Large Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 354 957 1,50 12 789 2,02
2025-07-21 13F Ascent Group, LLC 10 399 5,40 451 20,64
2025-08-14 13F Nfj Investment Group, Llc 34 038 1 476
2025-08-26 NP IGMAX - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 369 523 0,97 16 019 15,61
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 352 236 7,18 15 269 22,72
2025-08-26 NP HLEIX - JPMorgan Equity Index Fund Class I 314 940 0,26 13 653 14,80
2025-07-10 13F Clare Market Investments LLC 21 931 951
2025-08-06 13F Twin Capital Management Inc 32 038 1 389
2025-07-25 13F NorthRock Partners, LLC 23 228 59,37 1 007 82,76
2025-08-13 13F Level Four Advisory Services, Llc 9 269 7,00 402 22,26
2025-05-15 13F/A Orion Portfolio Solutions, LLC 49 151 4,40 1 861 3,79
2025-07-16 13F Pictet & Cie (Europe) SA 527 220 5,29 22 855 20,55
2025-08-01 13F Transcend Wealth Collective, Llc 8 234 357
2025-06-24 NP MYSPX - MainStay MacKay S&P 500 Index Fund Investor Class 44 411 0,74 1 600 1,27
2025-07-23 13F Kingswood Wealth Advisors, Llc 35 600 6,94 1 543 22,46
2025-08-13 13F Nicolet Bankshares Inc 13 943 5,43 604 20,80
2025-07-30 13F Bleakley Financial Group, LLC 86 076 6,48 3 731 21,93
2025-08-27 NP QCGLRX - Global Equities Account Class R1 2 738 131 0,90 118 698 15,54
2025-07-09 13F Pallas Capital Advisors LLC 38 775 111,10 1 681 141,73
2025-08-13 13F Congress Wealth Management LLC / DE / 16 971 18,03 736 32,91
2025-07-28 NP SWP - SWP GROWTH & INCOME ETF 23 085 888
2025-08-29 NP HHCAX - Highland Long/Short Healthcare Fund Class A 15 750 683
2025-07-29 NP VRVIX - Vanguard Russell 1000 Value Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 770 042 8,99 29 631 13,62
2025-07-25 13F Hemington Wealth Management 1 504 13,17 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 78 000 102,60 3 381 132,05
2025-07-24 13F Mengis Capital Management, Inc. 34 153 14,35 1 481 30,97
2025-03-31 NP FEOPX - Fidelity Enduring Opportunities Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 295 20,92 46 -4,17
2025-07-18 13F Truist Financial Corp 165 751 21,95 7 185 39,65
2025-08-13 13F Parkworth Wealth Management, Inc. 16 1
2025-08-14 13F Ancora Advisors, LLC 3 700 19,09 160 36,75
2025-07-25 13F JustInvest LLC 149 162 22,67 6 466 40,47
2025-08-13 13F Hsbc Holdings Plc Call 164 100 6,08 7 173 23,08
2025-04-23 13F Perigon Wealth Management, LLC Call 136
2025-08-26 NP TQMVX - T. Rowe Price QM U.S. Value Equity Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 290 229
2025-07-24 13F Gilliland Jeter Wealth Management LLC 5 039 218
2025-03-25 NP MNHCX - Pro-Blend(R) Maximum Term Series Class L 878 31
2025-07-22 13F Bay Harbor Wealth Management, LLC 55 189,47 2
2025-08-13 13F Brooklands Fund Management Ltd Call 420 50
2025-07-16 13F Magnus Financial Group LLC 7 631 331
2025-06-25 NP MNDFX - Disciplined Value Series Class I 21 999 56,13 793 56,83
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 33 811 3,82 1 466 18,91
2025-08-01 13F Rossby Financial, LCC 16 196 3,06 702 19,80
2025-08-26 NP PRAFX - T. Rowe Price Real Assets Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 675 486 3,13 202 682 18,08
2025-07-28 13F Cypress Wealth Services, LLC 6 230 4,58 270 20,00
2025-08-06 13F AE Wealth Management LLC 22 773 16,22 987 33,20
2025-07-09 13F Sivia Capital Partners, LLC 12 925 560
2025-06-27 NP HIBL - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 6 033 31,29 217 32,32
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 1 258 522 7,34 45 345 7,88
2025-08-14 13F Bayesian Capital Management, LP 8 016 347
2025-08-27 NP TPDAX - Timothy Plan Defensive Strategies Fund Class A 7 772 44,92 337 65,52
2025-07-28 NP AVLC - Avantis U.S. Large Cap Equity ETF 24 185 20,05 931 25,17
2025-07-16 13F Signaturefd, Llc 31 834 6,56 1 380 22,12
2025-08-15 13F/A Symphony Financial, Ltd. Co. 4 983 288
2025-07-31 13F/A Avion Wealth 458 13,09 0
2025-08-14 13F Capstone Investment Advisors, Llc Call 135 400 21,87 5 870 39,54
2025-06-25 NP ALIBX - ALPS | Smith Balanced Opportunity Fund Investor Class 1 361 1,87 49 4,26
2025-08-06 13F Aspect Partners, LLC 56 9,80 2 100,00
2025-08-12 13F Clearbridge Investments, LLC 15 766 065 1,24 683 459 15,92
2025-08-26 NP Blackrock Resources & Commodities Strategy Trust This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 709 980 75,48 30 778 100,92
2025-08-12 13F one8zero8, LLC 13 288 16,66 576 33,64
2025-07-24 NP Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 92 4
2025-08-27 NP Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 441 752 2,59 19 150 17,46
2025-08-12 13F Waterloo Capital, L.P. 6 658 3,92 289 19,01
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 55 577 27,02 2 002 27,68
2025-08-26 NP PRCOX - T. Rowe Price U.S. Equity Research Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 590 712 2,52 25 607 17,39
2025-06-25 NP ILCV - iShares Morningstar Large-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30 992 0,40 1 117 0,90
2025-07-29 NP DMCVX - BNY Mellon Opportunistic Midcap Value Fund Class A 130 088 6,85 5 006 11,40
2025-08-12 13F Atlas Capital Advisors Llc 13 885 0,36 602 14,91
2025-06-26 NP SMNCX - Steward Equity Market Neutral Fund Class C Short -28 000 3,70 -1 009 4,24
2025-07-23 13F Stonegate Investment Group, LLC 43 269 44,29 1 876 65,20
2025-07-22 13F LGT Fund Management Co Ltd. 89 862 1 028,64 3 896 1 194,02
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 246 739 23,95 11 301 49,95
2025-08-13 13F Capula Management Ltd 14 232 121,03 617 153,50
2025-07-03 13F Garde Capital, Inc. 659 4,11 29 21,74
2025-06-24 NP TNVAX - 1290 GAMCO Small/Mid Cap Value Fund Class A 20 000 8,11 721 8,60
2025-08-14 13F First Financial Bankshares Inc 25 000 1 084
2025-07-28 NP SPXV - S&P 500 ex-Health Care ETF 939 6,95 36 12,50
2025-08-12 13F Intrepid Capital Management Inc 49 854 9,60 2 161 25,49
2025-08-14 13F Daiwa Securities Group Inc. 246 593 19,59 11 42,86
2025-07-23 NP DQIAX - BNY Mellon Equity Income Fund Class A 196 216 170,87 7 550 182,45
2025-06-30 NP NSFKX - Natixis Sustainable Future 2050 Fund Class N 114 14,00 4 33,33
2025-07-23 NP CFMSX - Column Mid Cap Select Fund 116 492 5,65 4 483 10,15
2025-07-25 13F Advocate Group Llc 82 412 18,46 3 573 35,66
2025-08-06 13F Resona Asset Management Co.,Ltd. 473 043 5,27 20 545 20,48
2025-08-07 13F Addison Advisors LLC 2 383 10,17 103 27,16
2025-08-13 13F Walleye Trading LLC Call 1 161 800 6,33 50 364 21,76
2025-07-25 NP SCHX - Schwab U.S. Large-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 440 070 2,74 55 414 7,11
2025-06-30 NP CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27 091 2,03 976 2,63
2025-08-04 13F Cottage Street Advisors LLC 12 500 542
2025-08-07 13F Varma Mutual Pension Insurance Co 491 767 15,96 21 318 32,78
2025-07-29 NP Guggenheim Strategic Opportunities Fund 434 8,77 17 14,29
2025-07-10 13F Redhawk Wealth Advisors, Inc. 5 743 1,56 249 15,89
2025-08-12 13F American Century Companies Inc 1 382 171 81,73 59 917 108,09
2025-07-22 13F Red Door Wealth Management, LLC 6 779 294
2025-08-13 13F Mount Yale Investment Advisors, LLC 213 9
2025-08-14 13F/A Bank Julius Baer & Co. Ltd, Zurich 5 705 13,19 247 14,88
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 875 16,67 38 32,14
2025-08-06 13F Excalibur Management Corp 5 386 233
2025-07-29 13F Riverbend Wealth Management, LLC 8 597 16,65 373 33,33
2025-08-13 13F Capula Management Ltd Put 87 300 336,50 3 784 399,87
2025-08-12 13F Charles Schwab Investment Management Inc 8 862 774 2,32 384 201 17,16
2025-08-28 NP TRXAX - Catalyst/MAP Global Balanced Fund Class A 2 000 100,00 87 132,43
2025-07-31 13F Caisse Des Depots Et Consignations 119 321 5 173
2025-08-04 13F Simon Quick Advisors, Llc 38 795 477,31 1 682 561,81
2025-08-04 13F Daymark Wealth Partners, Llc 12 973 4,18 562 19,32
2025-08-11 13F Cornerstone Planning Group LLC 1 071 145,08 43 180,00
2025-07-17 13F DiNuzzo Private Wealth, Inc. 64 4,92 3 0,00
2025-03-27 NP PTLC - Pacer Trendpilot US Large Cap ETF 98 832 9,05 3 543 -13,90
2025-08-28 NP SLGFX - SIMT Large Cap Index Fund Class F 29 202 0,69 1 266 15,21
2025-07-11 13F Perpetual Ltd 3 348 895 13,63 145 175 30,11
2025-07-18 13F Dogwood Wealth Management LLC 145 62,92 7 100,00
2025-09-04 13F V. M. Manning & Co., Inc. 26 005 1 156
2025-06-26 NP FSWCX - Fidelity SAI U.S. Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 046 615 49,09 37 710 49,84
2025-08-12 13F FUKOKU MUTUAL LIFE INSURANCE Co 4 733 205
2025-08-12 13F Holderness Investments Co 11 000 9,42 477 25,26
2025-08-13 13F Natixis 817 471 225,89 35 437 275,35
2025-08-13 13F Kilter Group LLC 140 6
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 2 441 132,03 106 169,23
2025-08-14 13F Quantinno Capital Management LP 383 544 32,64 16 627 51,88
2025-08-06 13F Metis Global Partners, LLC 163 854 10,17 7 103 26,16
2025-08-14 13F Occudo Quantitative Strategies Lp 53 471 2 318
2025-07-15 13F Ccm Investment Advisers Llc 278 369 3,55 12 067 18,57
2025-07-25 13F We Are One Seven, LLC 21 917 4,93 950 20,25
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 2 748 122 7,63 119 131 23,24
2025-07-29 NP SCPAX - Siit Large Cap Disciplined Equity Fund - Class A 65 320 4,80 2 514 9,26
2025-07-10 13F Anderson Hoagland & Co 109 912 0,32 4 765 48,88
2025-07-10 13F NorthCrest Asset Manangement, LLC 453 707 0,14 20 780 21,14
2025-08-06 13F Princeton Capital Management Llc 28 715 10,53 1 245 26,55
2025-07-29 13F FLC Capital Advisors 9 667 6,64 419 22,16
2025-07-25 NP FNDX - Schwab Fundamental U.S. Large Company Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 646 294 10,03 24 869 14,71
2025-08-25 NP SPROTT FUNDS TRUST - Sprott Copper Miners ETF 162 507 5,95 7 045 21,32
2025-07-28 NP NBCR - Neuberger Berman Core Equity ETF 15 454 1,75 595 6,07
2025-08-14 13F Laurion Capital Management LP Call 42 100 1 825
2025-06-26 NP MSTVX - Morningstar Alternatives Fund 357 4,08
2025-08-27 NP RYBIX - Basic Materials Fund Investor Class 13 148 1,08 570 15,65
2025-08-12 13F Fairscale Capital, LLC 9 229 7,68 373 14,81
2025-07-16 NP CGGE - Capital Group Global Equity ETF Share Class 52 534 99,46 2 022 107,92
2025-07-25 NP SCHK - Schwab 1000 Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 108 165 3,26 4 162 7,66
2025-08-13 13F Ossiam 1 124 104 871 298,45 48 730 1 218 125,00
2025-08-14 13F Manatuck Hill Partners, LLC 25 000 1 084
2025-07-24 13F Strengthening Families & Communities, LLC 42 617 0,62 1 822 11,17
2025-08-27 13F/A Squarepoint Ops LLC Put 1 251 600 115,68 54 257 146,95
2025-07-24 NP NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 60 2
2025-08-27 13F/A Squarepoint Ops LLC Call 1 259 300 106,65 54 591 136,62
2025-08-28 NP SPLG - SPDR(R) Portfolio Large Cap ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 975 921 11,41 85 656 27,57
2025-07-14 13F Hoey Investments, Inc 3 800 165
2025-05-29 NP CUHAX - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 1 056 27,85 40 25,81
2025-08-13 13F Panagora Asset Management Inc 2 099 560 70,83 91 016 95,60
2025-08-13 13F Capital World Investors 24 419 002 0,57 1 058 591 15,16
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 2 807 46,43 122 55,13
2025-08-12 13F GDS Wealth Management 5 360 232
2025-07-28 13F Sagespring Wealth Partners, Llc 17 982 46,91 780 68,25
2025-08-12 13F Stevens Capital Management Lp 15 272 1
2025-08-04 13F Pensionmark Financial Group, Llc 18 157 35,72 787 55,53
2025-08-06 13F True Wealth Design, LLC 1 506 132,41 65 170,83
2025-08-25 NP SETM - Sprott Energy Transition Materials ETF 51 231 8,13 2 221 23,81
2025-06-26 NP FVAL - Fidelity Value Factor ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 62 182 10,47 2 240 11,06
2025-08-14 13F Millennium Management Llc Put 3 871 500 81,11 167 830 107,38
2025-06-30 NP PEVC - Pacer PE/VC ETF 75 3
2025-08-14 13F ISAM Funds (UK) Ltd 7 768 337
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 323 12
2025-07-30 13F Blume Capital Management, Inc. 228 481 23,94 9 905 41,91
2025-07-31 13F Quest Partners LLC 6 354 4 825,58 275 6 775,00
2025-07-14 13F Oliver Luxxe Assets LLC 153 790 4,36 6 667 19,48
2025-06-24 NP Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 76 3
2025-07-30 13F Whittier Trust Co 6 245 7,67 271 23,29
2025-08-12 13F SRS Capital Advisors, Inc. 7 709 83,07 334 110,06
2025-07-11 13F Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 200 269
2025-08-04 13F Center for Financial Planning, Inc. 2 166 282,69 94 342,86
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 217 380 4,34 9 423 19,48
2025-07-30 13F Pacific Heights Asset Management Llc 2 190 000 0,69 94 936 15,29
2025-08-14 13F Birchview Capital, LP 18 033 782
2025-07-30 13F Ethic Inc. 31 727 3,45 1 392 18,99
2025-07-22 13F Net Worth Advisory Group 15 763 1,23 683 15,96
2025-07-14 13F Foster Group, Inc. 32 848 1,61 1 424 16,35
2025-07-31 13F Oppenheimer & Co Inc 216 040 61,10 9 365 84,46
2025-06-18 NP REMSX - Emerging Markets Fund Class S 66 560 25,80 2 398 26,48
2025-08-08 13F Pnc Financial Services Group, Inc. 251 532 8,10 10 904 23,77
2025-08-13 13F Bare Financial Services, Inc 166 773,68 7
2025-08-06 13F Texas Yale Capital Corp. 15 150 6,13 657 21,48
2025-06-26 NP DFLV - Dimensional US Large Cap Value ETF 511 527 25,93 18 430 26,56
2025-06-26 NP AALGX - Thrivent Global Stock Fund Class A 4 087 147
2025-07-30 NP Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 506 15,37 135 19,64
2025-07-16 13F State of Alaska, Department of Revenue 238 235 41,49 10 66,67
2025-08-27 NP RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 2 221 285,59 96 357,14
2025-07-23 13F Vontobel Holding Ltd. Call 51 100 2 215
2025-08-29 13F Total Investment Management Inc 157 7
2025-08-14 13F Comerica Bank 310 618 2,84 13 465 17,75
2025-07-31 13F CVA Family Office, LLC 1 527 21,29 66 40,43
2025-07-11 13F IFM Investors Pty Ltd 272 813 5,65 11 826 20,97
2025-08-18 13F/A Nomura Holdings Inc Call 231 400 57,41 10 031 80,25
2025-06-24 NP FMUAX - Federated Muni and Stock Advantage Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 80 631 13,39 2 905 13,97
2025-07-25 NP CWGIX - CAPITAL WORLD GROWTH & INCOME FUND Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28 907 656 23,09 1 112 367 28,33
2025-04-24 NP CMVIX - Blackrock Advantage Large Cap Growth Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18 299 30,35 675 8,87
2025-07-17 13F Janney Montgomery Scott LLC 420 411 0,96 18 20,00
2025-07-30 NP ENDW - Cambria Endowment Style ETF 1 267 49
2025-08-01 13F Pavion Blue Capital, LLC 5 000 217
2025-08-06 13F Decker Retirement Planning Inc. 55 2
2025-07-31 13F West Michigan Advisors, Llc 5 533 2,22 240 17,16
2025-08-26 NP EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 267 767 0,92 11 608 14,89
2025-08-06 13F Asahi Life Asset Management Co., Ltd. 10 550 457
2025-08-12 13F Northwestern Mutual Investment Management Company, Llc 45 817 0,24 1 986 14,80
2025-08-28 NP SSEYX - State Street Equity 500 Index II Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 512 140 21,15 22 201 38,72
2025-07-24 13F Ronald Blue Trust, Inc. 2 861 7,64 124 24,00
2025-08-12 13F Summit Global Investments 12 198 1
2025-07-08 13F Juncture Wealth Strategies, Llc 4 717 204
2025-08-07 13F Garda Capital Partners Lp Put 330 500 2 243,97 14 327 2 587,99
2025-08-14 13F Benjamin Edwards Inc 44 845 6,78 1 944 22,26
2025-05-15 13F Texas Permanent School Fund 155 320 5 596
2025-08-07 13F Garda Capital Partners Lp Call 330 500 5,22 14 327 20,49
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 11 327 194,36 408 197,81
2025-08-05 13F VGI Partners Ltd 2 865 713 26,57 124 229 44,92
2025-08-13 13F Vinva Investment Management Ltd 88 603 28,72 4 085 54,50
2025-08-18 13F Geneos Wealth Management Inc. 11 933 2,98 517 18,04
2025-08-28 NP INDEX - S&P 500(R) Equal Weight No Load Shares 3 751 2,32 163 17,39
2025-06-30 NP XRMI - Global X S&P 500 Risk Managed Income ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 429 13,96 51 15,91
2025-08-12 13F Journey Strategic Wealth Llc 21 105 243,73 915 293,97
2025-08-27 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 103 937 28,31 4 506 46,93
2025-07-23 13F Hager Investment Management Services, Llc 21 560 4,59 935 19,74
2025-08-14 13F Peak6 Llc Call 3 181 400 155,53 137 914 192,59
2025-07-25 13F Oregon Public Employees Retirement Fund 124 094 0,49 5 379 15,06
2025-08-13 13F Schroder Investment Management Group 2 193 216 14,21 95 076 28,87
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 16 310 77,38 707 103,16
2025-08-22 13F Cim Investment Mangement Inc 81 076 99,64 3 300 114,70
2025-08-15 13F Nikulski Financial, Inc. 4 825 209
2025-08-07 13F LOM Asset Management Ltd 53 071 2
2025-07-18 13F Childress Capital Advisors, Llc 7 704 6,31 334 21,53
2025-07-22 13F Keudell/Morrison Wealth Management 9 384 4,17 407 19,06
2025-06-26 NP FSST - Fidelity Sustainability U.S. Equity ETF 1 961 67,04 71 66,67
2025-08-13 13F Jones Financial Companies Lllp 41 802 14,67 1 833 31,04
2025-07-29 NP SPHB - Invesco S&P 500 High Beta ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 98 845 64,49 3 804 71,54
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 6 584 7,53 285 23,38
2025-08-05 13F Financial Sense Advisors, Inc. 141 793 86,26 6 147 113,25
2025-07-30 NP LENS - Sarmaya Thematic ETF 1 722 15,11 66 20,00
2025-08-22 NP MIMPX - Global Strategist Portfolio Class I 753 0,80 33 14,29
2025-08-12 13F AlphaCore Capital LLC 4 270 185
2025-08-13 13F ASB Consultores, LLC 4 640 201
2025-08-13 13F Berkshire Asset Management Llc/pa 4 934 214
2025-08-11 13F Tamar Securities, LLC Call 17 13,33
2025-08-05 13F Palogic Value Management, L.P. 23 671 0,43 1 026 15,02
2025-07-29 NP SPUS - SP Funds S&P 500 Sharia Industry Exclusions ETF 57 132 14,25 2 198 19,13
2025-08-27 NP Jnl Series Trust - Jnl/blackrock Global Natural Resources Fund (a) 656 676 71,50 28 467 96,37
2025-08-14 13F Gotham Asset Management, LLC 518 978 27,54 22 498 46,04
2025-08-11 13F New Age Alpha Advisors, LLC 74 233 6,41 3 218 21,85
2025-06-27 NP RSPM - Invesco S&P 500 Equal Weight Materials ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 184 024 3,73 6 630 4,25
2025-08-11 13F Tamar Securities, LLC 461 536 2,36 20 008 17,21
2025-08-25 NP GCHDX - Gotham Hedged Core Fund Institutional Class Short -907 35,37 -39 56,00
2025-07-28 NP James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 22 600 41,25 870 47,29
2025-08-04 13F Arkadios Wealth Advisors 39 985 1,25 1 733 15,92
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N 661 29
2025-08-14 13F Circle Wealth Management, LLC 10 765 0,36 467 14,78
2025-08-12 13F/A Boston Partners 5 542 388 14,85 240 230 31,52
2025-07-11 13F/A Financiere des Professionnels - Fonds d,investissement inc. 66 363 2 877
2025-07-09 13F Krilogy Financial LLC 13 891 602
2025-07-22 13F LGT Group Foundation 201 970 233,18 8 755 281,65
2025-08-14 13F Monetary Management Group Inc 2 000 87
2025-07-28 NP SPXT - S&P 500 ex-Technology ETF 8 667 4,54 334 8,82
2025-08-12 13F Tumwater Wealth Management, LLC 5 085 220
2025-08-13 13F Continuum Advisory, LLC 34 049 2 257,96 1 476 2 633,33
2025-08-28 NP QUS - SPDR MSCI USA StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20 636 5,16 895 20,49
2025-08-14 13F Man Group plc Call 29 400 1 274
2025-08-06 13F Walkner Condon Financial Advisors LLC 5 529 240
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 1 232 379 9,71 44 403 10,26
2025-08-14 13F Man Group plc 237 794 64,43 10 308 88,27
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 167 332 7,72 6 439 12,30
2025-08-14 13F Challenger Wealth Management 5 230 227
2025-07-17 13F Vermillion Wealth Management, Inc. 354 0,28 15 15,38
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 986 317 1,61 42 757 16,34
2025-07-25 NP SCHV - Schwab U.S. Large-Cap Value ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 725 893 1,12 27 932 5,42
2025-07-29 NP MPBLX - BNY Mellon Asset Allocation Fund Class M Shares 6 390 28,57 246 33,88
2025-07-30 NP GDE - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 3 401 137,17 131 150,00
2025-07-16 13F Patton Fund Management, Inc. 5 897 256
2025-06-18 NP RMYAX - Multi-Strategy Income Fund Class A 4 107 33,21 148 33,64
2025-08-15 13F Keel Point, LLC 7 715 17,11 334 34,14
2025-08-11 13F Waratah Capital Advisors Ltd. 70 283 3 047
2025-08-20 NP QSPIX - AQR Style Premia Alternative Fund Class I Short -44 399 -16,17 -1 925 -4,04
2025-07-21 13F Tower View Investment Management & Research LLC 3 281 142
2025-07-22 13F IMC-Chicago, LLC Put 824 900 5,73 35 759 21,06
2025-07-22 13F IMC-Chicago, LLC Call 905 200 16,44 39 240 33,32
2025-08-12 13F Quilter Plc 18 699 1,77 811 16,55
2025-08-14 13F Man Group plc Put 13 400 581
2025-04-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 0 -100,00 0 -100,00
2025-07-23 13F RMG Wealth Management LLC 84 4
2025-08-14 13F Siemens Fonds Invest GmbH 58 888 7,25 2 553 22,81
2025-08-14 13F LMR Partners LLP Call 221 600 6,95 9 606 22,46
2025-07-16 NP CGNG - Capital Group New Geography Equity ETF Share Class 61 586 27,41 2 370 32,79
2025-08-04 13F Quaker Wealth Management, LLC 4 023 174
2025-08-14 13F Point72 Europe (London) LLP 104 233 31,11 4 519 50,15
2025-08-14 13F/A Barclays Plc 3 842 705 14,18 167 30,71
2025-07-11 13F Quad-Cities Investment Group, LLC 9 335 11,65 405 27,85
2025-08-14 13F Integrated Wealth Concepts LLC 63 575 23,50 2 756 41,43
2025-07-09 13F Fiduciary Alliance LLC 6 096 264
2025-08-14 13F SIH Partners, LLLP 145 830 119,06 6 322 150,83
2025-08-06 NP SQBIX - X-Square Balanced Fund, LLC Institutional Class 12 800 7,96 555 23,66
2025-08-07 13F DJE Kapital AG 97 816 36,58 4 243 62,50
2025-08-26 NP VVIPX - Voya VACS Index Series S Portfolio 109 539 0,24 4 749 14,77
2025-08-12 13F Change Path, LLC 16 211 19,54 703 36,84
2025-08-07 13F PCJ Investment Counsel Ltd. 35 000 1 517
2025-07-28 13F Frazier Financial Advisors, LLC 899 8,44 39 22,58
2025-07-29 NP BIBL - Inspire 100 ETF 134 340 10,86 5 169 15,59
2025-08-14 13F Group One Trading, L.p. Call 656 000 158,98 28 438 196,56
2025-06-30 NP AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Gold & Special Minerals Fund Class C 1 803 000 2,27 64 962 2,78
2025-07-08 13F Rise Advisors, LLC 938 5,27 41 21,21
2025-07-31 13F PKO Investment Management Joint-Stock Co 55 300 11,49 2 397 27,70
2025-08-14 13F Group One Trading, L.p. Put 373 700 18,41 16 200 35,58
2025-06-27 NP PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 253 883 3,06 9 147 3,58
2025-06-18 NP NMFAX - Nationwide Dynamic U.S. Growth Fund Class A 36 510 5,27 1 315 5,79
2025-08-06 13F Moors & Cabot, Inc. 46 085 5,00 1 998 20,23
2025-06-23 NP LVPIX - Large-cap Value Profund Investor Class 7 933 1 202,63 286 1 257,14
2025-08-26 NP JHQAX - JPMorgan Hedged Equity Fund Class A 827 844 35 887
2025-07-16 13F Twelve Points Wealth Management LLC 56 499 5,01 2 449 20,28
2025-08-14 13F Deprince Race & Zollo Inc 900 828 4,84 39 051 20,04
2025-07-28 13F Axxcess Wealth Management, Llc 24 461 6,17 1 060 21,56
2025-08-14 13F Aster Capital Management (DIFC) Ltd 2 824 122
2025-07-24 NP FSDPX - Materials Portfolio This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 392 100 469,09 15 088 493,31
2025-08-26 NP IUSV - iShares Core S&P U.S. Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 159 164 0,92 50 250 15,56
2025-07-08 13F Nbc Securities, Inc. 24 392 0,76 1
2025-08-28 NP TOPC - iShares S&P 500 3% Capped ETF 315 14
2025-07-28 NP RWL - Invesco S&P 500 Revenue ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 203 230 18,73 7 820 23,79
2025-07-22 13F Autumn Glory Partners, LLC 6 475 281
2025-08-14 13F LaSalle St. Investment Advisors, LLC 22 434 0,05 1
2025-08-01 13F Mizuho Markets Cayman LP 3 671 219 159 147
2025-07-24 NP FXAIX - Fidelity 500 Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18 130 098 0,74 697 646 5,03
2025-05-14 13F Credit Agricole S A 798 566 17,94 30 234 17,26
2025-07-15 13F Evanson Asset Management, LLC 7 400 10,45 321 26,48
2025-07-14 13F Farmers Trust Co 93 870 4 069
2025-08-05 13F X-Square Capital, LLC 14 050 7,20 1
2025-08-14 13F Aquatic Capital Management LLC 119 250 5 169
2025-07-25 13F Community Bank, N.A. 47 748 20,66 2 069 38,12
2025-08-11 13F Nomura Asset Management Co Ltd 752 732 2,42 32 631 17,27
2025-07-22 13F Marks Group Wealth Management, Inc 5 117 222
2025-08-26 NP QLMGOX - ClearBridge Variable Aggressive Growth Portfolio Class I This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 68 796 9,55 2 982 25,45
2025-08-28 NP XME - SPDR(R) S&P(R) Metals & Mining ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 205 065 10,40 95 590 26,41
2025-08-08 13F Banco Bilbao Vizcaya Argentaria, S.a. 119 559 10,35 5 189 26,41
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I 259 363 238,82 11 243 287,96
2025-08-14 13F Ripple Effect Asset Management LP Put 200 000 8 670
2025-08-14 13F Ripple Effect Asset Management LP 119 400 5 176
2025-08-13 13F Legacy Capital Wealth Partners, LLC 4 638 201
2025-08-14 13F Mercer Global Advisors Inc /adv 189 599 64,27 8 219 88,12
2025-08-14 13F Coastal Bridge Advisors, LLC 6 399 6,58 277 22,03
2025-08-15 13F Kestra Advisory Services, LLC 86 359 0,86 3 744 15,49
2025-08-14 13F Sunbelt Securities, Inc. 9 783 28,28 373 29,17
2025-07-14 13F Opal Wealth Advisors, LLC 8 042 40,25 349 60,37
2025-08-07 13F Vise Technologies, Inc. 36 239 61,39 1 571 83,63
2025-08-14 13F Synovus Financial Corp 78 134 7,83 3 388 23,48
2025-07-16 13F Evergreen Private Wealth LLC 48 860,00 2
2025-07-30 13F St. Johns Investment Management Company, LLC 1 200 52
2025-08-13 13F California Public Employees Retirement System 2 333 210 5,25 101 145 20,51
2025-04-22 NP GSLC - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 105 520 5,93 3 895 4,76
2025-08-11 13F B. Metzler seel. Sohn & Co. AG 121 429 119,21 5 264 150,98
2025-07-09 13F VisionPoint Advisory Group, LLC 29 092 1 261
2025-07-30 13F Wallace Advisory Group, LLC 13 666 30,28 517 29,57
2025-08-06 13F Prospera Financial Services Inc 84 487 9,43 3 663 25,28
2025-06-23 NP PLFMX - LargeCap S&P 500 Index Fund R-3 253 183 2,01 9 122 2,53
2025-08-26 13F/A Thrivent Financial For Lutherans 115 951 30,69 5 66,67
2025-08-28 NP New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 15 382 10,29 667 26,14
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 48 589 0,16 1 870 4,41
2025-08-14 13F Royal Bank Of Canada Call 239 800 76,32 10 396 101,90
2025-08-14 13F Diversify Advisory Services, LLC 25 415 25,02 1 071 41,85
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 101 716 293,77 4 409 351,28
Other Listings
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PE:FCX
IT:1FCX 40,00 €
US:FCX 46,34 $US
GB:FPMBD
GB:0R2O 45,58 $US
AT:FCX
CH:FCX
CL:FCX
CL:FCXCL
KZ:FCX_KZ 45,00 $US
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