AMLP / ALPS ETF Trust - Alerian MLP ETF - Kepemilikan Institusional - Penjual

ALPS ETF Trust - Alerian MLP ETF
US ˙ ARCA

Kepemilikan Institusional dan Dana - Penjual

Halaman ini menampilkan lembaga, dana, dan pemegang saham utama yang telah mengurangi kepemilikan atau menutup posisi mereka pada periode pelaporan terakhir. Baris berwarna merah menunjukkan posisi yang telah ditutup. Klik ikon tautan untuk melihat riwayat transaksi lengkap.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-08-13 13F Congress Wealth Management LLC / DE / 83,538 -7.92 4,082 -13.39
2025-08-14 13F Wealth Preservation Advisors, LLC 5,139 -5.65 251 -10.99
2025-07-24 13F Ronald Blue Trust, Inc. 47,379 -7.17 2,315 -12.68
2025-05-01 13F Rational Advisors Llc 0 -100.00 0
2025-08-14 13F Punch & Associates Investment Management, Inc. 87,344 -39.53 4,268 -43.12
2025-08-13 13F Lido Advisors, LLC 120,878 -7.10 5,906 -12.61
2025-08-15 13F Kestra Advisory Services, LLC 111,563 -26.80 5,451 -31.15
2025-08-01 13F Delta Investment Management, LLC 41,861 -5.03 2,045 -10.66
2025-07-08 13F Heartwood Wealth Advisors LLC 35,731 -42.41 1,746 -45.84
2025-08-05 13F Aviance Capital Partners, LLC 33,314 -4.35 1,628 -10.01
2025-04-07 13F AdvisorNet Financial, Inc 0 -100.00 0
2025-05-14 13F Capital Fund Management S.a. 0 -100.00 0 -100.00
2025-04-23 13F Mascagni Wealth Management, Inc. 0 -100.00 0 -100.00
2025-08-08 13F L & S Advisors Inc 149,919 -2.70 7,325 -8.47
2025-07-25 13F Ball & Co Wealth Management Inc. 202,986 -31.10 10 -40.00
2025-05-05 13F Eagle Bay Advisors LLC 0 -100.00 0 -100.00
2025-08-14 13F Atomi Financial Group, Inc. 43,703 -9.94 2,135 -15.28
2025-07-24 13F Cyndeo Wealth Partners, LLC 102,939 -1.89 5,030 -7.71
2025-08-12 13F Blueprint Investment Partners LLC 0 -100.00 0
2025-08-06 13F Long Run Wealth Advisors, LLC 0 -100.00 0
2025-05-14 13F Fisher Asset Management, LLC 0 -100.00 0
2025-08-13 13F Dana Investment Advisors, Inc. 0 -100.00 0
2025-07-22 13F Kercheville Advisors, LLC 7,950 -34.19 388 -38.12
2025-08-12 13F Cowa, Llc 82,415 -9.40 4,026 -14.80
2025-05-13 13F Neuberger Berman Group LLC 0 -100.00 0
2025-08-13 13F Smith, Moore & Co. 16,202 -4.62 792 -10.32
2025-08-11 13F Regal Investment Advisors LLC 57,024 -1.24 2,786 -7.07
2025-04-30 13F Cooper Capital Advisors LLC 0 -100.00 0
2025-08-05 13F Fortress Wealth Group, LLC 9,214 -52.19 459 -51.69
2025-08-06 13F Pekin Hardy Strauss, Inc. 51,711 -0.23 2,527 -6.13
2025-08-08 13F Mv Capital Management, Inc. 18 -91.74 1 -100.00
2025-08-11 13F First American Trust, Fsb 380,575 -6.53 18,595 -12.07
2025-08-14 13F Headlands Technologies LLC 0 -100.00 0 -100.00
2025-08-06 13F Disciplined Investors, L.L.C. 25,304 -0.52 1,236 -6.43
2025-08-13 13F Advocacy Wealth Management Services, LLC 10,682 -2.97 522 -8.76
2025-07-23 13F Maryland State Retirement & Pension System 0 -100.00 0
2025-05-15 13F Css Llc/il Put 0 -100.00 0 -100.00
2025-07-23 13F RiverTree Advisors, LLC 84,915 -7.81 4,149 -13.29
2025-08-08 13F Tiemann Investment Advisors, Llc 5,600 -8.20 274 -13.61
2025-07-29 13F International Assets Investment Management, Llc 30,600 -6.98 1,495 -12.47
2025-08-12 13F Indie Asset Partners, LLC 18,525 -6.32 905 -11.88
2025-08-13 13F B&D White Capital Company, LLC 0 -100.00 0
2025-07-22 13F Kickstand Ventures, Llc. 0 -100.00 0
2025-08-12 13F LPL Financial LLC 3,066,360 -5.33 149,822 -10.94
2025-08-12 13F Clear Street Markets Llc 0 -100.00 0
2025-05-15 13F Cyrus J. Lawrence, LLC 0 -100.00 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 9,111 -18.70 445 -23.54
2025-08-18 13F N.E.W. Advisory Services LLC 1,701 -10.76 83 -15.31
2025-05-13 13F SFI Advisors, LLC 0 -100.00 0
2025-05-14 13F Walleye Trading LLC 0 -100.00 0 -100.00
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100.00 0
2025-08-05 13F Tme Financial, Inc. 10,262 -0.87 501 -6.70
2025-07-23 13F Fortis Advisors, LLC 14,001 -62.40 684 -64.61
2025-07-29 13F Violich Capital Management, Inc. 253,290 -11.60 12,376 88,292.86
2025-08-14 13F Clark Capital Management Group, Inc. 93,046 -0.86 4,546 -6.73
2025-08-15 13F Provenance Wealth Advisors, LLC 12,086 -30.87 591 -35.02
2025-05-16 13F/A Kestra Investment Management, LLC 0 -100.00 0
2025-03-12 13F/A Private Capital Management Llc 4,510 -0.55 216 0.47
2025-08-14 13F Riggs Asset Managment Co. Inc. 207,777 -4.76 10,152 -10.41
2025-04-09 13F Chickasaw Capital Management Llc 0 -100.00 0
2025-07-23 13F Prime Capital Investment Advisors, LLC 228,688 -51.50 11,174 -54.38
2025-07-23 13F Joel Isaacson & Co., LLC 0 -100.00 0
2025-08-12 13F Cornerstone Select Advisors, LLC 0 -100.00 0
2025-05-01 13F Schechter Investment Advisors, LLC 0 -100.00 0
2025-07-08 13F/A Salem Investment Counselors Inc 82,556 -0.27 4,034 -6.19
2025-07-31 13F Buckingham Strategic Partners 17,432 -8.41 852 -13.87
2025-08-13 13F Capital Fund Management S.a. Call 0 -100.00 0
2025-07-22 13F Iron Horse Wealth Management, LLC 52 -88.77 3 -91.67
2025-08-11 13F Elequin Capital Lp 5,156 -20.92 252 -25.74
2025-05-05 13F Crestwood Advisors Group LLC 0 -100.00 0
2025-08-08 13F Sculati Wealth Management, LLC 55,946 -3.47 2,734 -9.20
2025-07-21 13F Investment Planning Advisors, Inc. 9,175 -25.22 448 -29.67
2025-07-16 13F ORG Partners LLC 167,074 -3.78 8,085 -7.79
2025-05-15 13F Guardian Wealth Advisors, Llc / Nc 0 -100.00 0
2025-07-09 13F Westbourne Investments, Inc. 8,800 -4.14 430 -9.87
2025-07-17 13F HCR Wealth Advisors 32,396 -0.75 1,583 -6.67
2025-08-14 13F Millennium Management Llc 0 -100.00 0
2025-08-12 13F NFP Retirement, Inc. 16,348 -0.21 799 -6.12
2025-08-14 13F Comerica Bank 98,259 -3.57 4,801 -9.30
2025-05-13 13F Cibc World Markets Corp 0 -100.00 0
2025-08-12 13F Real Talk Capital, LLC 12,560 -4.87 614 -10.51
2025-07-18 13F Trilogy Capital Inc. 16,465 -1.20 804 -7.05
2025-08-13 13F Capital Fund Management S.a. Put 0 -100.00 0
2025-08-11 13F TD Waterhouse Canada Inc. 1,656 -63.04 78 -65.78
2025-08-13 13F Custom Index Systems, Llc 0 -100.00 0
2025-08-01 13F Logan Capital Management Inc 0 -100.00 0
2025-05-15 13F Texas Bank & Trust Co 0 -100.00 0
2025-07-25 13F Cwm, Llc 24,899 -10.37 1 0.00
2025-07-23 13F First Merchants Corp 19,087 -51.17 933 -54.09
2025-08-07 13F Private Advisory Group LLC 4,285 -90.13 209 -90.73
2025-07-16 13F Kingsman Wealth Management, Inc. 0 -100.00 0
2025-07-11 13F Farther Finance Advisors, LLC 19,708 -0.63 963 -7.14
2025-07-29 13F AssuredPartners Investment Advisors, LLC 0 -100.00 0
2025-07-18 13F Institute for Wealth Management, LLC. 5,529 -0.70 270 -6.57
2025-08-07 13F Resources Investment Advisors, LLC. 29,970 -4.95 1,464 -10.57
2025-07-23 13F 1 North Wealth Services Llc 80,922 -0.03 3,954 -5.97
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 5,150 -10.43 256 -7.58
2025-04-28 13F Strategic Financial Concepts, LLC 0 -100.00 0 -100.00
2025-05-14 13F Oarsman Capital, Inc. 0 -100.00 0
2025-08-04 13F Premier Path Wealth Partners, LLC 4,639 -3.85 227 -9.60
2025-08-06 13F Tradewinds, LLC. 0 -100.00 0
2025-04-14 13F Umb Bank N A/mo 0 -100.00 0 -100.00
2025-07-17 13F Northwest Wealth Management, Llc 9,462 -15.80 462 -20.75
2025-08-14 13F Rokos Capital Management LLP 0 -100.00 0
2025-08-13 13F SMART Wealth LLC 75,309 -7.33 3,680 -12.82
2025-05-13 13F UBS Group AG Put 0 -100.00 0 -100.00
2025-07-08 13F Ballew Advisors, Inc 10,173 -2.81 499 2.46
2025-08-13 13F Barclays Plc 0 -100.00 0
2025-07-16 13F Essex Financial Services, Inc. 75,513 -8.99 3,690 -14.39
2025-05-12 13F Fiduciary Family Office, Llc 0 -100.00 0
2025-04-16 13F BTS Asset Management, Inc. 0 -100.00 0
2025-08-11 13F Advisor Resource Council 0 -100.00 0
2025-08-13 13F Colonial Trust Advisors 0 -100.00 0
2025-04-25 13F Red Tortoise LLC 0 -100.00 0
2025-08-04 13F Spire Wealth Management 4,732 -7.49 231 -12.83
2025-08-12 13F Fortem Financial Group, Llc 239,428 -0.79 11,698 -6.67
2025-08-07 13F BOK Financial Private Wealth, Inc. 154 -94.50 8 -95.17
2025-08-14 13F Silvercrest Asset Management Group Llc 7,500 -2.09 366 -7.81
2025-08-11 13F GW&K Investment Management, LLC 0 -100.00 0
2025-07-09 13F Lake Hills Wealth Management, LLC 99,397 -27.05 4,857 -31.38
2025-07-23 13F Tcfg Wealth Management, Llc 24,263 -21.30 1,185 -25.98
2025-08-12 13F PSI Advisors, LLC 0 -100.00 0
2025-07-17 13F HB Wealth Management, LLC 6,221 -20.81 304 -25.74
2025-08-08 13F Flaharty Asset Management, LLC 0 -100.00 0
2025-07-18 13F Vigilare Wealth Management 20,225 -1.94 988 -7.75
2025-07-16 13F Spirepoint Private Client, Llc 309,809 -0.03 15,137 -5.96
2025-08-05 13F Summit Investment Advisory Services, LLC 0 -100.00 0
2025-08-11 13F Wbi Investments, Inc. 10,721 -2.35 524 -8.25
2025-08-05 13F Gould Asset Management Llc /ca/ 15,438 -0.80 754 -6.68
2025-07-23 13F Friedenthal Financial 1,241 -64.63 61 -67.03
2025-04-17 13F FNY Investment Advisers, LLC 0 -100.00 0
2025-07-21 NP GLPAX - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares 0 -100.00 0 -100.00
2025-08-14 13F Federation des caisses Desjardins du Quebec 22,796 -6.89 1,112 -12.52
2025-04-04 13F Kings Path Partners LLC 0 -100.00 0
2025-07-15 13F Financial Management Professionals, Inc. 436 -4.80 21 -8.70
2025-04-28 13F Sageworth Trust Co 0 -100.00 0
2025-04-24 13F Mascoma Wealth Management LLC 0 -100.00 0 -100.00
2025-07-30 NP HCYAX - HILTON TACTICAL INCOME FUND Investor Class 23,890 -63.81 1,141 -66.31
2025-04-28 13F Fedenia Advisers LLC 0 -100.00 0
2025-08-05 13F Simplex Trading, Llc 0 -100.00 0
2025-08-06 13F Adviser Investments LLC 17,371 -5.13 849 -10.83
2025-08-13 13F Rsm Us Wealth Management Llc 415,086 -10.52 20,281 -15.83
2025-07-09 13F Krilogy Financial LLC 11,676 -0.59 570 -6.56
2025-07-24 13F Baldwin Brothers Inc/ma 223,358 -2.12 10,913 -7.92
2025-07-31 13F Moloney Securities Asset Management, LLC 9,659 -18.34 472 -23.29
2025-08-21 13F Aveo Capital Partners, LLC 0 -100.00 0
2025-07-31 13F Wealthfront Advisers Llc 13,817 -14.58 675 -19.64
2025-08-14 13F Verition Fund Management LLC 0 -100.00 0
2025-07-29 13F Private Trust Co Na 32,817 -8.55 1,603 -13.96
2025-07-08 13F Northstar Advisory Group, LLC 0 -100.00 0
2025-07-11 13F Annex Advisory Services, LLC 0 -100.00 0
2025-08-01 13F Providence First Trust Co 37,827 -0.05 1,848 -5.95
2025-08-06 13F Sound Financial Strategies Group, LLC 24,957 -3.55 1,219 -9.23
2025-08-12 13F Jpmorgan Chase & Co 15,696 -89.96 767 -90.56
2025-05-06 13F Bank Julius Baer & Co. Ltd, Zurich 0 -100.00 0
2025-07-17 13F Fifth Third Securities, Inc. 8,201 -5.15 401 -10.91
2025-07-30 13F Mills Wealth Advisors LLC 64,746 -25.67 3,163 -30.08
2025-08-27 13F/A Putney Financial Group LLC 1,411 -14.28 69 -20.00
2025-08-08 13F Creative Planning 2,260,339 -0.39 110,440 -6.30
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 6,008 -2.13 294 -7.86
2025-08-07 13F Alpha Cubed Investments, LLC 0 -100.00 0
2025-08-15 13F WFA of San Diego, LLC 180 -10.00 9 -11.11
2025-08-13 13F Brown Advisory Inc 63,521 -0.13 3,104 -6.06
2025-08-15 13F Morgan Stanley 14,890,710 -2.05 727,560 -7.86
2025-08-08 13F Marble Harbor Investment Counsel, LLC 9,000 -10.00 440 -15.41
2025-07-28 13F Smart Portfolios, LLC 28,129 -2.04 1,374 -7.85
2025-08-13 13F Walleye Trading LLC Call 18,000 -33.33 879 -37.30
2025-08-14 13F Main Street Financial Solutions, LLC 39,919 -14.45 1,950 -19.52
2025-07-25 13F Endowment Wealth Management, Inc. 13,618 -0.92 665 -6.73
2025-08-13 13F Townsquare Capital Llc 0 -100.00 0
2025-07-17 13F LVW Advisors, LLC 0 -100.00 0
2025-08-06 13F AE Wealth Management LLC 2,813 -22.34 137 -27.13
2025-05-06 13F Pinnacle Associates Ltd 0 -100.00 0
2025-08-12 13F Left Brain Wealth Management, LLC 144,150 -0.54 7,043 -6.43
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-05-15 13F Gwn Securities Inc. 0 -100.00 0
2025-08-04 13F Pensionmark Financial Group, Llc 6,701 -83.19 327 -84.20
2025-08-13 13F Gamco Investors, Inc. Et Al 73,540 -0.33 3,593 -6.24
2025-07-16 13F Maridea Wealth Management LLC 13,413 -0.55 655 -6.43
2025-08-13 13F Russell Investments Group, Ltd. 1,789 -4.18 87 -9.37
2025-08-05 13F Retirement Financial Solutions, Llc 7,283 -12.89 356 -18.20
2025-08-04 13F Kovack Advisors, Inc. 13,355 -8.27 653 -13.76
2025-08-14 13F Barometer Capital Management Inc. 0 -100.00 0
2025-08-11 13F Hexagon Capital Partners LLC 0 -100.00 0
2025-07-17 13F Keystone Global Partners, LLC 226 -96.51 11 -96.73
2025-04-16 13F Rye Brook Capital LLC 0 -100.00 0
2025-08-14 13F Peak6 Llc Call 0 -100.00 0
2025-07-18 13F Provident Wealth Management, LLC 5,845 -9.39 286 -14.93
2025-07-14 13F Sowell Financial Services LLC 14,895 -12.45 728 -17.67
2025-07-24 13F Reuter James Wealth Management, Llc 20,711 -91.62 1,012 -92.12
2025-07-21 NP TTIFX - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 167,620 -34.53 8,007 -39.76
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 5,383 -72.77 263 -74.37
2025-07-01 13F Legacy Wealth Management, LLC / MS 0 -100.00 0
2025-05-08 13F Investment House Llc 0 -100.00 0
2025-05-07 13F Financially Speaking Inc 0 -100.00 0
2025-04-29 13F Lee Danner & Bass Inc 0 -100.00 0
2025-08-12 13F Jefferies Financial Group Inc. 12,532 -38.98 612 -42.59
2025-05-07 13F Spectrum Wealth Counsel, LLC 184,261 -0.55 9,571 7.26
2025-08-14 13F Pingora Partners LLC 7,968 -0.75 389 -6.49
2025-08-13 13F Gateway Wealth Partners, LLC 10,324 -21.94 504 -26.53
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 274,529 -38.54 13 -43.48
2025-08-06 13F Stone House Investment Management, LLC 0 -100.00 0
2025-08-14 13F Hara Capital LLC 25 -98.60 1 -98.91
2025-08-14 13F Money Concepts Capital Corp 4,229 -2.08 207 -8.04
2025-08-05 13F EPG Wealth Management LLC 4,549 -16.72 222 -21.55
2025-07-24 13F Shikiar Asset Management Inc 186,035 -5.23 9 -10.00
2025-07-22 13F Capital Advisors Inc/ok 6,363 -11.04 311 -16.44
2025-07-22 13F Firethorn Wealth Partners, Llc 0 -100.00 0
2025-07-17 13F Tempus Wealth Planning, LLC 20,111 -3.57 983 -9.33
2025-08-12 13F Global Retirement Partners, LLC 95,213 -5.02 4,652 -3.63
2025-08-11 13F Compass Capital Corp /ma/ /adv 24,549 -2.92 1,198 0.34
2025-08-14 13F Ripple Effect Asset Management LP 0 -100.00 0
2025-07-30 13F Brookstone Capital Management 16,190 -12.60 791 -17.78
2025-08-14 13F Ripple Effect Asset Management LP Put 0 -100.00 0
2025-08-27 13F/A Squarepoint Ops LLC Call 4,900 -78.51 239 -79.81
2025-08-12 13F Integrated Advisors Network LLC 60,961 -30.19 2,979 -34.33
2025-08-14 13F Susquehanna International Group, Llp 14,336 -29.84 700 -34.02
2025-07-11 13F Miller Howard Investments Inc /ny 0 -100.00 0
2025-08-14 13F Cura Wealth Advisors, Llc 26,300 -0.13 1,285 -6.00
2025-08-13 13F Philadelphia Trust Co 38,387 -3.90 2 -50.00
2025-07-17 13F Prepared Retirement Institute LLC 5,418 -23.46 265 -28.07
2025-08-11 13F Independent Advisor Alliance 11,736 -1.91 573 -7.73
2025-08-13 13F Invesco Ltd. 36,186 -6.32 1,768 -11.86
2025-08-14 13F Mercer Global Advisors Inc /adv 84,578 -4.51 4,132 -10.17
2025-08-06 13F Nvwm, Llc 24,466 -8.73 1,195 -14.15
2025-07-16 13F Signaturefd, Llc 0 -100.00 0
2025-08-14 13F Dividend Asset Capital, Llc 8,309 -11.71 406 -17.01
2025-08-14 13F Susquehanna International Group, Llp Put 133,000 -58.37 6,498 -60.84
2025-08-14 13F Stifel Financial Corp 1,016,728 -8.37 49,678 -13.81
2025-07-28 13F Harbour Investments, Inc. 26,342 -0.88 1,287 -6.74
2025-05-15 13F IronBridge Private Wealth, LLC 244,343 -0.64 12,691 7.16
2025-08-06 13F Founders Financial Securities Llc 32,446 -6.55 1,585 -7.69
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 12,994 -17.48 635 -22.40
2025-07-28 13F Granite Group Advisors, LLC 26,093 -5.90 1,275 -11.53
2025-04-23 13F Stephenson National Bank & Trust 0 -100.00 0
2025-08-14 13F Two Sigma Securities, Llc 0 -100.00 0
2025-08-12 13F MAI Capital Management 12,049 -13.87 589 -19.01
2025-07-29 13F Vista Finance, Llc 211,807 -2.05 10,349 -7.86
2025-05-06 13F Venturi Wealth Management, LLC 0 -100.00 0
2025-08-13 13F BCJ Capital Management, LLC 0 -100.00 0
2025-08-14 13F Ausdal Financial Partners, Inc. 5,011 -1.11 245 -7.22
2025-08-14 13F Snowden Capital Advisors LLC 25,192 -23.40 1,231 -27.99
2025-08-14 13F Arete Wealth Advisors, LLC 9,795 -0.16 0
2025-07-17 13F Global Trust Asset Management, LLC 6,225 -25.27 304 -29.63
2025-08-27 13F/A Brinker Capital Investments, LLC 234,564 -3.83 11,461 -9.54
2025-07-31 13F Forte Asset Management Llc 57,667 -1.09 2,818 -6.97
2025-07-21 13F J2 Capital Management Inc 5,237 -38.26 256 -42.05
2025-08-14 13F Dearborn Partners Llc 20,150 -7.37 985 -12.84
2025-08-27 13F/A Squarepoint Ops LLC Put 4,900 -79.41 239 -80.66
2025-07-14 13F Southland Equity Partners LLC 4,875 -2.01 238 -7.75
2025-04-24 13F Crescent Grove Advisors, LLC 0 -100.00 0
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 8,892 -28.50 434 -32.71
2025-07-18 13F SOA Wealth Advisors, LLC. 261,798 -12.23 262 -12.42
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 5,277 -52.68 258 -55.61
2025-07-15 13F Wealth Effects Llc 8,890 -26.47 434 -30.78
2025-07-25 13F Pandora Wealth, Inc. 4,500 -18.18 220 -23.16
2025-08-14 13F Hilltop Holdings Inc. 38,823 -22.95 1,897 -27.52
2025-05-05 13F Csenge Advisory Group 0 -100.00 0
2025-07-30 13F Red Crane Wealth Management, Llc 8,960 -29.68 438 -33.89
2025-08-18 13F Geneos Wealth Management Inc. 1,570 -3.09 77 -9.52
2025-07-22 13F Checchi Capital Advisers, LLC 281,252 -3.46 13,742 -9.19
2025-08-14 13F Citadel Advisors Llc 28,989 -11.73 1,416 -16.95
2025-07-24 13F McKinley Carter Wealth Services, Inc. 0 -100.00 0
2025-08-13 13F Quadrature Capital Ltd 0 -100.00 0
2025-07-15 13F Oregon Pacific Wealth Management, LLC 8,194 -4.03 400 -9.71
2025-08-11 13F Heritage Wealth Advisors 0 -100.00 0
2025-08-13 13F Raab & Moskowitz Asset Management LLC 17,438 -3.44 852 -9.17
2025-08-11 13F HighTower Advisors, LLC 807,103 -8.43 39,435 -13.86
2025-08-27 13F/A Squarepoint Ops LLC 0 -100.00 0 -100.00
2025-08-13 13F Cerity Partners LLC 108,912 -0.29 5,321 -6.20
2025-08-14 13F UBS Group AG 3,275,284 -3.49 160,030 -9.22
2025-05-13 13F Measured Risk Portfolios, Inc. 0 -100.00 0
2025-07-28 13F Patten & Patten Inc/tn 19,099 -2.75 933 -8.53
2025-05-13 13F Ground Swell Capital, LLC 0 -100.00 0
2025-07-25 13F Apollon Wealth Management, LLC 67,042 -2.72 3,276 -8.49
2025-07-14 13F Oliver Luxxe Assets LLC 0 -100.00 0
2025-07-24 13F IFP Advisors, Inc 56,551 -65.67 2,763 -67.71
2025-07-08 13F Everpar Advisors Llc 0 -100.00 0
2025-07-22 13F Wealthcare Advisory Partners LLC 22,442 -9.81 1,096 -15.17
2025-08-13 13F Johnson Financial Group, Inc. 0 -100.00 0
2025-07-31 13F Jackson Hole Capital Partners, LLC 51,912 -0.97 2,536 -6.83
2025-07-15 13F Herbst Group, Llc 104,650 -1.38 5,113 -7.22
2025-08-08 13F Wiser Advisor Group LLC 0 -100.00 0
2025-08-13 13F StoneX Group Inc. 0 -100.00 0 -100.00
2025-07-25 13F Johnson Investment Counsel Inc 54,090 -0.92 2,643 -6.81
2025-07-29 13F Chicago Partners Investment Group LLC 66,668 -2.91 3,245 -1.40
2025-07-21 13F Future Financial Wealth Managment LLC 0 -100.00 0
2025-08-08 NP QBDSX - Quantified Managed Income Fund Investor Class Shares 152,722 -16.99 7,462 -15.80
2025-08-08 13F Capital Investment Advisory Services, LLC 7,627 -1.42 373 -7.23
2025-07-10 13F Clare Market Investments LLC 30,290 -34.76 1,480 -38.66
2025-08-12 13F Tocqueville Asset Management L.p. 41,362 -1.25 2,021 -7.13
2025-05-02 13F Lauer Wealth, LLC 0 -100.00 0
2025-08-14 13F CoreCap Advisors, LLC 919 -49.03 45 -52.69
2025-07-14 13F Edge Wealth Management LLC 10,501 -28.93 513 -33.25
2025-07-30 13F Green Square Capital Advisors Llc Put 0 -100.00 0 -100.00
2025-07-17 13F Albion Financial Group /ut 24,239 -1.40 1,184 -7.21
2025-08-14 13F Goldman Sachs Group Inc Put 0 -100.00 0 -100.00
2025-07-25 13F Atria Wealth Solutions, Inc. 16,419 -72.69 803 -74.31
2025-07-14 13F Cushing Asset Management, Lp Put 0 -100.00 0
2025-08-07 13F Montag A & Associates Inc 802 -68.73 39 -70.68
2025-07-24 13F KC Investment Advisors, LLC 15,511 -49.61 758 -52.63
2025-05-05 13F Lindbrook Capital, Llc 3,690 -24.15 192 -18.38
2025-04-22 13F Childress Capital Advisors, Llc 0 -100.00 0
2025-07-15 13F Alpha Omega Wealth Management LLC 6,354 -1.55 310 -7.46
2025-07-25 13F Sequoia Financial Advisors, LLC 0 -100.00 0 -100.00
2025-07-29 13F Smithbridge Asset Management Inc/de 8,375 -46.06 409 -49.26
2025-08-04 13F Mesirow Financial Investment Management, Inc. 60,529 -17.81 2,957 -22.69
2025-07-16 13F Congress Asset Management Co /ma 75,653 -8.46 3,696 -13.89
2025-08-14 13F Operose Advisors LLC 12,947 -9.43 633 -14.82
2025-04-21 13F Osborne Partners Capital Management, Llc 0 -100.00 0
2025-08-14 13F Objective Capital Management, LLC 6,017 -4.66 294 -10.40
2025-07-10 13F Envision Financial LLC 6,711 -5.40 328 -11.14
2025-08-13 13F Elgethun Capital Management 172,888 -0.63 8,447 -6.52
2025-07-09 13F HFG Wealth Management, LLC 32,422 -3.17 1,684 4.47
2025-08-05 13F Wellington Shields & Co., LLC 3,348 -0.56 164 -6.32
2025-08-04 13F Buckhead Capital Management Llc 5,200 -4.60 254 -10.25
2025-08-19 13F National Asset Management, Inc. 0 -100.00 0
2025-07-28 13F Cypress Wealth Services, LLC 5,994 -3.29 293 -9.03
2025-08-07 13F Commerce Bank 149,872 -0.94 7,323 -6.82
2025-08-14 13F Brevan Howard Capital Management LP 0 -100.00 0
2025-07-30 13F Denali Advisors Llc 145,193 -1.79 7,094 -7.61
2025-05-06 13F Atria Investments Llc 0 -100.00 0
2025-08-12 13F Virtu Financial LLC 0 -100.00 0
2025-08-14 13F Hancock Whitney Corp 25,002 -60.90 1,222 -63.23
2025-08-04 13F Beirne Wealth Consulting Services, LLC 23,404 -9.22 1,144 -14.64
2025-04-24 13F Primoris Wealth Advisors, Llc 0 -100.00 0
2025-08-14 13F Integrated Wealth Concepts LLC 20,110 -1.24 983 -7.10
2025-08-12 13F Financial Advocates Investment Management 0 -100.00 0
2025-08-06 13F Commonwealth Equity Services, Llc 676,371 -4.10 33 -8.33
2025-07-28 13F Rosenberg Matthew Hamilton 707 -50.94 35 -54.05
2025-08-19 13F Anchor Investment Management, LLC 9,976 -4.07 487 -9.81
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 -100.00 0
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