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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 121,585 | -4.92 | 2,514 | -4.92 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 74,820 | -1.73 | 1,547 | -1.72 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 704,094 | -0.29 | 14,561 | -0.29 | ||||
| 2025-05-13 | 13F | Camelot Portfolios, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 351,084 | -8.91 | 7,260 | -8.91 | ||||
| 2025-04-17 | 13F | Rebalance, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 262,060 | -2.84 | 5,419 | -2.83 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 898,035 | -15.13 | 18,571 | -15.14 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 20,515 | -0.23 | 424 | -0.24 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 59,861 | -7.68 | 1,239 | -7.61 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 822,246 | -2.65 | 17,004 | -2.65 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 34,610 | -32.39 | 716 | -32.42 | ||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 19,515 | -70.51 | 404 | -70.54 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 3,769 | -5.52 | 78 | -6.10 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 15,558 | -79.35 | 322 | -79.40 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 15,493 | -3.13 | 320 | -3.03 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1,235 | -13.33 | 26 | -13.79 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 95,493 | -0.62 | 1,975 | -0.65 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 121,553 | -1.00 | 2,514 | -1.02 | ||||
| 2025-04-10 | 13F | Chesley Taft & Associates LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Fca Corp /tx | 98,841 | -70.34 | 2,044 | -70.34 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 32,655 | -3.03 | 675 | -3.02 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-08 | 13F | S.E.E.D. Planning Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 522,425 | -1.39 | 10,804 | -1.39 | ||||
| 2025-07-24 | 13F | Eastern Bank | 30,260 | -71.39 | 626 | -71.42 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 9,117 | -72.87 | 189 | -72.91 | ||||
| 2025-05-12 | 13F | Founders Financial Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | HHM Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 473,014 | -30.95 | 10 | -35.71 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 420 | -54.35 | 9 | -55.56 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 49,612 | -27.83 | 1,026 | -27.87 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 413,094 | -1.08 | 8,543 | -1.09 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 68,937 | -2.01 | 1,426 | -1.99 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 553,392 | -0.11 | 11,444 | -0.10 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 26,016 | -3.74 | 538 | -3.58 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 225,886 | -13.58 | 4,671 | -13.58 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 10,500 | -27.59 | 217 | -27.42 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 10,406 | -42.87 | 215 | -42.82 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,845,769 | -9.44 | 79,531 | -9.44 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 464,218 | -19.94 | 9,599 | -20.13 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,393,149 | -16.23 | 70,170 | -16.23 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 26,552 | -25.52 | 549 | -25.41 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 14,245 | -98.75 | 295 | -98.75 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 71,671 | -5.65 | 1,482 | -5.61 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 15,561 | -30.17 | 322 | -30.22 | ||||
| 2025-05-13 | 13F | United Capital Financial Advisers, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Horizons Wealth Management | 157,295 | -7.40 | 3,253 | -7.40 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 35,324 | -24.13 | 730 | -24.12 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | True Vision MN LLC | 93,312 | -3.98 | 1,930 | -3.98 | ||||
| 2025-08-14 | 13F | Comerica Bank | 73,839 | -1.71 | 1,527 | -1.74 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 19,915 | -3.33 | 412 | -3.52 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 2,593 | -14.39 | 54 | -14.52 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 34,005 | -6.79 | 703 | -6.76 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 28,976 | -28.01 | 599 | -28.00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 238,939 | -14.08 | 4,941 | -14.07 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 46,819 | -0.79 | 968 | -0.72 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 586,513 | -0.36 | 12,129 | -0.36 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 61,738 | -14.17 | 1 | 0.00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 23,989 | -6.72 | 496 | -6.59 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 71,656 | -4.64 | 1,482 | -4.64 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 41,402 | -8.28 | 856 | -8.35 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 63,773 | -14.72 | 1,319 | -14.75 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 36,416 | -3.10 | 753 | -1.95 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 939 | -90.36 | 19 | -90.55 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 20,160 | -6.84 | 417 | -6.94 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 26,795 | -4.50 | 554 | -4.48 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5,000 | -16.67 | 103 | -16.94 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 19,781 | -1.85 | 409 | -1.68 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 180,387 | -23.08 | 3,730 | -23.08 | ||||
| 2025-05-08 | 13F | Gs Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 184,162 | -16.54 | 3,808 | -16.55 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 127,850 | -14.75 | 2,644 | -14.77 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 36,072 | -4.10 | 746 | -4.12 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 49,764 | -0.18 | 1,030 | -0.19 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 58,877 | -22.69 | 1,218 | -22.68 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 452,490 | -5.11 | 9,357 | -5.11 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 31,455 | -5.13 | 650 | -5.11 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 133,652 | -60.24 | 2,764 | -60.25 | ||||
| 2025-05-12 | 13F | AMJ Financial Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 69,811 | -5.72 | 1,444 | -5.75 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 37,971 | -94.75 | 785 | -94.75 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 23,581 | -42.70 | 488 | -42.77 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 670,852 | -4.42 | 13,873 | -4.42 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 10,320 | -81.63 | 213 | -81.65 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 24,524 | -2.01 | 507 | -1.93 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 114,435 | -7.29 | 2,367 | -7.29 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 25,045 | -5.09 | 518 | -4.95 | ||||
| 2025-03-25 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 14,665 | -18.49 | 303 | -18.55 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 222,475 | -1.47 | 4,601 | -1.48 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 36,612 | -0.10 | 757 | 0.13 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 52,146 | -3.70 | 1,078 | -3.66 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 331,790 | -22.18 | 6,861 | -22.18 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 557 | -8.24 | 12 | -8.33 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 7,816 | -47.25 | 162 | -47.39 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 301 | -53.12 | 6 | -53.85 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 136,987 | -4.92 | 2,833 | -4.93 | ||||
| 2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 561,256 | -1.58 | 12 | 0.00 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 46,990 | -88.19 | 972 | -88.20 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 9,762 | -36.68 | 202 | -36.79 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 211,377 | -16.96 | 4,427 | -15.90 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 37,631 | -2.27 | 778 | -2.26 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 326,771 | -45.04 | 6,758 | -45.04 | ||||
| 2025-07-17 | 13F | E Six Thirteen, Llc | 101,076 | -0.06 | 2,090 | -0.05 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 34,742 | -30.48 | 718 | -30.49 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 4,691,419 | -88.35 | 97,020 | -88.35 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 19,245 | -9.51 | 398 | -9.57 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 41,332 | -3.83 | 856 | -3.72 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 52,426 | -67.80 | 1,084 | -67.80 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 1,232,275 | -39.99 | 25,483 | -39.99 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 168,373 | -5.00 | 3,482 | -5.02 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 2,277,429 | -11.89 | 47,097 | -11.89 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 794,331 | -37.94 | 16 | -38.46 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 80,355 | -1.65 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 107,505 | -1.98 | 2,223 | -1.98 | ||||
| 2025-05-09 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 437,767 | -1.89 | 9,053 | -1.89 | ||||
| 2025-04-25 | 13F | Westside Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Chris Bulman Inc | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | Davis Capital Management | 2,071 | -71.73 | 43 | -72.19 | ||||
| 2025-07-08 | 13F | Red Spruce Capital, LLC | 32,059 | -86.83 | 663 | -86.85 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 51,034 | -16.95 | 1,055 | -16.93 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 20,960 | -2.64 | 433 | -2.70 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Kirr Marbach & Co Llc /in/ | 971,428 | -0.96 | 20,089 | -0.96 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 656,487 | -7.90 | 13,576 | -7.90 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,311,042 | -2.69 | 27,113 | -2.69 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 124,055 | -3.43 | 2,565 | -3.43 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 41,539 | -10.35 | 859 | -10.33 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 601,626 | -10.59 | 12,442 | -10.59 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 179,148 | -11.02 | 3,705 | -11.03 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 488,553 | -28.78 | 10,103 | -28.78 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 50,442 | -1.74 | 1,043 | -1.70 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 28,231 | -39.06 | 584 | -39.14 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 48,412 | -0.49 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 47,811 | -12.08 | 989 | -12.10 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 55,256 | -9.75 | 1,143 | -9.79 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 19,376 | -55.37 | 401 | -55.41 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 211,481 | -68.21 | 4,373 | -68.21 | ||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1,388,446 | -5.12 | 28,713 | -5.12 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 28,524 | -53.61 | 590 | -53.66 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 353,752 | -3.47 | 7,316 | -3.43 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 252,986 | -5.93 | 5,237 | -5.84 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Crews Bank & Trust | 11,285 | -37.06 | 233 | -37.03 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 23,731 | -50.88 | 491 | -50.95 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,682,309 | -12.27 | 76,150 | -12.27 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 11,632 | -2.50 | 241 | -2.44 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 28,310 | -30.16 | 585 | -30.19 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 215,629 | -25.05 | 4,459 | -25.05 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 1,012,601 | -23.97 | 20,941 | -23.97 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Morton Community Bank | 62,874 | -74.88 | 1,300 | -74.88 | ||||
| 2025-05-13 | 13F | Soltis Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 94,589 | -4.06 | 1,956 | -4.02 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 120,426 | -19.80 | 2,490 | -19.81 | ||||
| 2025-04-22 | 13F | Woodmont Investment Counsel Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | SFE Investment Counsel | 47,116 | -19.43 | 974 | -19.44 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 14,178 | -0.92 | 293 | -0.68 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 103,013 | -12.71 | 2,130 | -12.70 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 1,189,152 | -49.58 | 24,651 | -49.46 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 61,055 | -12.24 | 1,263 | -12.24 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 30,262 | -43.68 | 1 | -100.00 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 36,041 | -28.02 | 745 | -28.02 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 224,768 | -49.19 | 5 | -55.56 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 27,248 | -52.40 | 1 | -100.00 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 57,796 | -16.44 | 1,195 | -16.43 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 13,096 | -2.64 | 271 | -2.88 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 86,363 | -0.52 | 1,786 | -0.56 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 65,336 | -3.38 | 1,351 | -3.36 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 659,598 | -37.11 | 14 | -38.10 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1,488 | -5.88 | 31 | -6.25 | ||||
| 2025-04-16 | 13F | West Branch Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Old Port Advisors | 95,980 | -15.44 | 1,985 | -15.47 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 25,623 | -29.29 | 530 | -29.37 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 11,010 | -1.70 | 228 | -1.73 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 8,331 | -20.90 | 172 | -20.74 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 195,377 | -17.95 | 4,049 | -17.77 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 160,924 | -1.14 | 3,328 | -1.16 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 86,407 | -8.22 | 1,787 | -8.22 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 65,655 | -16.06 | 1,358 | -16.08 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 27,857 | -14.60 | 576 | -14.54 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 209,277 | -4.02 | 4,328 | -4.02 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 57,959 | -1.91 | 1,199 | -1.88 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 325,446 | -3.56 | 6,730 | -3.55 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 109,647 | -2.88 | 2,268 | -2.87 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,748,597 | -8.17 | 56,841 | -8.18 | ||||
| 2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 52,992 | -14.09 | 1,095 | -14.05 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Beacon Financial Group | 133,882 | -3.83 | 2,769 | -3.82 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 233,353 | -0.29 | 4,826 | -0.29 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 15,231 | -1.92 | 315 | -2.18 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 25,731 | -11.04 | 532 | -11.04 | ||||
| 2025-04-25 | 13F | Altus Wealth Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 114,187 | -6.32 | 2,361 | -6.31 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2,357,194 | -7.51 | 48,747 | -7.51 | ||||
| 2025-05-13 | 13F | Cookson Peirce & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 20,749 | -78.32 | 429 | -78.31 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 423,485 | -3.86 | 8,758 | -3.86 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 487,732 | -1.93 | 10,086 | -1.93 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 709 | -49.82 | 15 | -51.72 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 11,519 | -9.74 | 238 | -9.51 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 71,488 | -0.65 | 1,478 | -0.67 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 19,872 | -42.16 | 411 | -42.25 | ||||
| 2025-04-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 9,891 | -0.94 | 205 | -0.97 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 45,386 | -59.94 | 939 | -59.95 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 84,095 | -35.75 | 1,739 | -35.74 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 12,538 | -0.79 | 259 | -0.77 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 111,226 | -7.64 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 209,020 | -0.21 | 4,323 | -0.21 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 41,890 | -2.34 | 866 | -2.37 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 13,292 | -25.37 | 275 | -25.54 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 42,595 | -26.29 | 880 | -26.24 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 116,610 | -0.49 | 2,412 | -0.50 | ||||
| 2025-08-07 | 13F | Accent Capital Management, LLC | 0 | -100.00 | 0 |
