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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 15,377 | -6.66 | 612 | -0.81 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 33,115 | -52.10 | 1,318 | -49.15 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 68,746 | -9.45 | 2,737 | -3.83 | ||||
| 2025-05-08 | 13F | Lindenwold Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,148 | -0.95 | 46 | 4.65 | ||||
| 2025-05-08 | 13F | Mma Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | DHK Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 39,086 | -8.20 | 1,556 | -2.51 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 67,269 | -29.73 | 2,678 | -25.40 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 10,425 | -3.83 | 415 | 2.22 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 5,204 | -14.77 | 207 | -9.21 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 54,635 | -9.54 | 2,175 | -3.93 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | JT Stratford LLC | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | Amplius Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5,792 | -15.07 | 231 | -9.80 | ||||
| 2025-05-14 | 13F | PKS Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Allie Family Office LLC | 5,910 | -39.96 | 235 | -36.31 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 952 | -55.84 | 38 | -63.00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 11,462 | -94.05 | 456 | -93.69 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 58,809 | -7.05 | 2,341 | -1.31 | ||||
| 2025-05-08 | 13F | Vestcor Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 6,418 | -27.94 | 256 | -23.42 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 53,635 | -0.59 | 2,190 | 8.26 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Ellerson Group Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 13,527 | -46.67 | 539 | -43.43 | ||||
| 2025-05-29 | 13F | Apeiron RIA LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 555 | -66.36 | 22 | -63.93 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 26,216 | -29.76 | 1,044 | -25.45 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 7,180 | -8.10 | 286 | -2.40 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 1,725 | -56.08 | 69 | -53.74 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 6,543 | -25.20 | 260 | -20.73 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 175,642 | -9.00 | 6,986 | -3.15 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 75,938 | -25.59 | 3,023 | -21.01 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Cary Street Partners Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | MBA Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 52,099 | -30.19 | 2,074 | -25.88 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 15,092 | -38.15 | 605 | -33.99 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 25,909 | -30.51 | 1,032 | -26.25 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 25,057 | -45.84 | 998 | -42.54 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 5,389 | -85.53 | 215 | -84.67 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 11,116 | -33.69 | 443 | -29.62 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | USAdvisors Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | Sanchez Wealth Management Group | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5,591 | -54.71 | 223 | -51.95 | ||||
| 2025-05-15 | 13F | Ironwood Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Camarda Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 15,399 | -50.68 | 613 | -47.61 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 38 | -93.57 | 2 | -95.45 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 12,203 | -18.33 | 486 | -13.39 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-02 | 13F | Grant Street Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 50,266 | -7.90 | 2,001 | -2.20 | ||||
| 2025-04-29 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 16,182 | -82.57 | 644 | -81.49 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 5,790 | -54.09 | 231 | -51.27 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 25,144 | -14.36 | 1,001 | -9.08 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4,469,368 | -8.58 | 177,948 | -2.94 | ||||
| 2025-05-06 | 13F | Sage Advisory Services, Ltd.Co. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5,361 | -33.31 | 213 | -29.24 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 5,231 | -2.17 | 208 | 4.00 | ||||
| 2025-04-14 | 13F | Menlo Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Provident Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Avondale Wealth Management | 12,828 | -94.37 | 511 | -94.03 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 20,760 | -8.65 | 827 | -3.05 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 30,598 | -5.83 | 1,218 | 0.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 144,640 | -39.91 | 5,759 | -36.21 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 7,232 | -7.66 | 295 | -0.34 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 40,523 | -3.33 | 1,613 | 2.67 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 80,164 | -1.12 | 3,192 | 4.97 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,030,962 | -17.22 | 41 | -10.87 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 12,875 | -44.12 | 513 | -40.67 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 1,344 | -77.58 | 54 | -76.34 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 21,374 | -7.01 | 851 | -1.16 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 456,222 | -24.78 | 18,892 | -16.93 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 98,217 | -6.15 | 3,911 | -0.36 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 917 | -20.95 | 37 | -16.28 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 15,778 | -40.31 | 628 | -43.01 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 20,892 | -37.64 | 832 | -33.84 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 112,295 | -43.10 | 4,471 | -39.58 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 14,066 | -25.07 | 560 | -20.34 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Adirondack Trust Co | 5,378 | -33.74 | 214 | -29.61 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 48,786 | -97.42 | 1,942 | -97.26 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 75,918 | -17.36 | 3,023 | -12.28 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 23,995 | -17.36 | 955 | -12.22 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 137,929 | -1.46 | 5,492 | 4.63 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 5,778,462 | -35.88 | 230,070 | -31.92 | ||||
| 2025-05-13 | 13F | ASB Consultores, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-28 | 13F | GK Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 13,430 | -92.40 | 535 | -91.94 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 7,642 | -46.48 | 304 | -43.18 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 10,910 | -84.95 | 434 | -84.03 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 24,353 | -15.93 | 1 | -100.00 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 17,105 | -16.47 | 681 | -11.21 | ||||
| 2025-05-01 | 13F | FDx Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Hartford Financial Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 10,065 | -4.48 | 401 | 1.27 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 12,444 | -28.08 | 495 | -23.61 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 92,910 | -10.85 | 3,699 | -5.35 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 11,593 | -5.62 | 462 | 0.22 | ||||
| 2025-05-01 | 13F | Alaska Permanent Capital Management | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 119,042 | -9.42 | 4,740 | -3.84 | ||||
| 2025-07-17 | 13F | Black Point Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 170 | -87.87 | 7 | -88.46 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | MTM Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Capstone Wealth Management Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 0 | -100.00 | 0 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 26,382 | -3.37 | 1,050 | 2.64 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 6,273 | -12.69 | 0 | |||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 9,197 | -55.49 | 366 | -52.71 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,215 | -86.27 | 367 | -85.42 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 81,670 | -10.15 | 3,252 | -4.61 | ||||
| 2025-05-14 | 13F | ZEGA Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Sharkey, Howes & Javer | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 7,709 | -85.03 | 307 | -84.15 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 66,492 | -17.15 | 2,647 | -12.03 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 66,326 | -26.83 | 2,641 | -22.33 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 5,318 | -15.84 | 212 | -10.59 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 7,253 | -77.16 | 289 | -75.80 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 16,956 | -34.22 | 675 | -30.12 | ||||
| 2025-05-13 | 13F | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 6,710 | -64.86 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Cascade Investment Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Nvwm, Llc | 22,838 | -29.96 | 909 | -25.61 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 163,339 | -57.74 | 6,531 | -54.94 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 55,824 | -43.54 | 2,244 | -39.47 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 40,309 | -11.64 | 1,605 | -6.20 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 59,037 | -9.99 | 2 | 0.00 | ||||
| 2025-05-12 | 13F | Cypress Capital Group | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 68,982 | -19.14 | 2,748 | -14.12 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,107,425 | -20.25 | 123,722 | -15.33 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 800 | -34.05 | 32 | -31.11 | ||||
| 2025-04-22 | 13F | XML Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8,482 | -67.86 | 338 | -65.93 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 55,896 | -11.28 | 2,225 | -5.80 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 9,067 | -58.79 | 361 | -56.36 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 6 | -88.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 70 | -36.94 | 3 | -50.00 | ||||
| 2025-05-09 | 13F | Syntegra Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1,817,663 | -35.20 | 72,370 | -31.20 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 45,557 | -5.68 | 1,814 | 0.11 | ||||
| 2025-04-25 | 13F | Hixon Zuercher, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 61,855 | -32.41 | 2,463 | -28.24 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 13,862 | -45.50 | 552 | -42.18 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 33,781 | -4.66 | 1,345 | 1.20 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 28,890 | -4.54 | 1,150 | 1.41 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 11,413 | -63.59 | 0 | -100.00 | ||||
| 2025-04-18 | 13F | Edge Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 150 | -64.45 | 6 | -66.67 | ||||
| 2025-08-14 | 13F | Betterment LLC | 7,590 | -23.26 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,197,519 | -24.82 | 47,679 | -20.18 | ||||
| 2025-07-15 | 13F | Attessa Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 363,287 | -41.06 | 14,464 | -37.42 | ||||
| 2025-05-01 | 13F | Smith Thornton Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1,634 | -59.56 | 65 | -56.95 | ||||
| 2025-04-10 | 13F | Breakwater Capital Group | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 6,152 | -42.33 | 245 | -39.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 788,385 | -55.28 | 31,388 | -51.97 | ||||
| 2025-04-25 | 13F | Benchmark Financial Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 158,481 | -2.17 | 6 | 0.00 | ||||
| 2025-05-14 | 13F | Delta Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2,048 | -6.65 | 82 | -1.22 | ||||
| 2025-04-10 | 13F | Secure Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 734,415 | -1.80 | 29,274 | 4.61 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 18,127 | -21.81 | 722 | -17.03 | ||||
| 2025-08-14 | 13F | Family Management Corp | 281,734 | -4.40 | 11,217 | 1.50 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 8,784 | -22.61 | 350 | -17.88 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 71,454 | -12.52 | 2,845 | -7.15 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 17,918 | -18.40 | 713 | -13.37 | ||||
| 2025-05-05 | 13F | Willner & Heller, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 8,856 | -54.03 | 353 | -51.25 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 38,242 | -14.83 | 1,523 | -9.57 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 12,347 | -39.84 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 15,991 | -61.30 | 637 | -65.02 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 59,154 | -47.39 | 2,355 | -44.14 | ||||
| 2025-08-14 | 13F | Comerica Bank | 37,657 | -28.37 | 1,499 | -23.95 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 100 | -61.98 | 4 | -66.67 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 3,346 | -36.76 | 133 | -73.97 | ||||
| 2025-05-14 | 13F | Napa Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Cladis Investment Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Fwl Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 10,752 | -8.28 | 428 | -2.51 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 8,936 | -0.47 | 356 | 5.65 | ||||
| 2025-08-08 | 13F | Creative Planning | 5,186 | -30.66 | 206 | -26.43 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 582,730 | -6.61 | 23,201 | -0.85 | ||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Trexquant Investment LP | 11,740 | -34.76 | 467 | -30.71 | ||||
| 2025-05-01 | 13F | Fidelis Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Mission Wealth Management, Lp | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 7,167 | -12.54 | 285 | -7.17 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 4,643 | -2.40 | 185 | 3.37 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 24 | -91.30 | 1 | -100.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,686 | -28.44 | 67 | -23.86 | ||||
| 2025-05-13 | 13F | BlackDiamond Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 34,654 | -3.00 | 1,380 | 2.99 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 11,066 | -55.09 | 441 | -59.41 | ||||
| 2025-05-08 | 13F | New England Private Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 516,344 | -4.68 | 20,558 | 1.20 | ||||
| 2025-04-10 | 13F | Richard P Slaughter Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 24,725 | -21.05 | 984 | -16.18 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9,535 | -2.98 | 380 | 2.99 | ||||
| 2025-05-02 | 13F | GPM Growth Investors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 8,484 | -4.09 | 338 | 1.81 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 289,065 | -24.80 | 11,509 | -20.16 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 320 | -99.63 | 13 | -99.63 | ||||
| 2025-04-07 | 13F | Town & Country Bank & Trust CO dba First Bankers Trust CO | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 17,225 | -1.99 | 686 | 3.95 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 21,482 | -12.71 | 855 | -7.27 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 71,896 | -21.04 | 2,930 | -14.18 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 19,374 | -87.53 | 771 | -86.77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 950,595 | -0.40 | 38 | 5.71 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 53,827 | -42.88 | 2,229 | -28.38 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Cosner Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 278,284 | -20.51 | 11,080 | -15.61 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Shelton Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 6,219 | -31.38 | 248 | -27.14 | ||||
| 2025-05-09 | 13F | MGB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 79,073 | -14.82 | 3,148 | -9.57 | ||||
| 2025-05-01 | 13F | Fulton Breakefield Broenniman Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 8,192 | -58.19 | 326 | -62.31 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 46,221 | -3.91 | 1,939 | 9.74 | ||||
| 2025-04-23 | 13F | Nvest Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 9,199 | -82.22 | 366 | -81.13 | ||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 34,461 | -49.76 | 1,372 | -46.66 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,729,840 | -11.86 | 68,874 | -6.42 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11,273 | -6.59 | 449 | -0.88 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 185,050 | -1.78 | 7,368 | 4.27 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 625 | -43.54 | 25 | -41.46 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 20,985 | -0.32 | 868 | 20.75 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | FNY Investment Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Channel Wealth Llc | 11,198 | -23.23 | 446 | -18.65 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 27,377 | -0.00 | 1,090 | 6.24 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,221,333 | -14.71 | 48,623 | -9.48 | ||||
| 2025-05-19 | 13F/A | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 8,046 | -28.12 | 320 | -23.63 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1,600 | -78.23 | 64 | -77.09 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 15,118 | -76.85 | 602 | -75.46 | ||||
| 2025-04-22 | 13F | 1858 Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Stegent Equity Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 302 | -5.62 | 12 | 0.00 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 5,024 | -42.49 | 200 | -38.84 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 47,515 | -7.58 | 1,892 | -1.87 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 39,302 | -10.17 | 1,565 | -2.25 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 65,197 | -15.13 | 2,596 | -9.90 | ||||
| 2025-05-08 | 13F | Sound View Wealth Advisors Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 9,226 | -82.33 | 367 | -81.25 | ||||
| 2025-07-24 | 13F | West Bancorporation Inc | 19,230 | -61.10 | 766 | -58.72 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Trivant Custom Portfolio Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Badgley Phelps Wealth Managers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 5,371 | -70.25 | 214 | -68.49 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 5,818 | -10.12 | 232 | -4.55 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 12,197 | -8.86 | 486 | -17.52 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 38,035 | -78.51 | 1,514 | -77.19 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 5,749 | -59.10 | 229 | -56.74 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 5,930 | -14.45 | 236 | -8.88 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 310,134 | -45.04 | 12,348 | -41.65 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 41,599 | -36.38 | 1,656 | -32.44 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 14,217 | -75.70 | 579 | -71.92 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 9,873 | -5.68 | 393 | 0.26 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 118 | -50.00 | 5 | -50.00 | ||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 111,490 | -10.29 | 4,439 | -4.74 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 16,458 | -69.17 | 655 | -67.27 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 15,325,548 | -23.18 | 610,187 | -18.43 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Lokken Investment Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 700 | -48.60 | 28 | -47.06 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 3,937 | -23.55 | 157 | -19.17 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 732,111 | -17.69 | 29,149 | -12.61 | ||||
| 2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | E&G Advisors, LP | 17,823 | -0.61 | 710 | 5.51 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 50,455 | -1.73 | 2,009 | 4.31 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 2,822 | -23.69 | 112 | -18.84 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 2,395 | -4.01 | 95 | 2.15 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 181,038 | -41.18 | 7,208 | -37.55 | ||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | BXM Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 8,326 | -42.63 | 332 | -39.15 | ||||
| 2025-04-09 | 13F | Milestone Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-08 | 13F | Lowe Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,053,894 | -31.42 | 42 | -28.07 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,797,511 | -35.67 | 111,383 | -31.70 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 7,123 | -8.94 | 284 | -3.41 | ||||
| 2025-05-08 | 13F | Savant Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 99,260 | -8.35 | 3,952 | -2.68 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | United Community Bank | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Baxter Bros Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 15,294 | -16.34 | 1 | |||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 14,930 | -3.30 | 594 | 2.59 | ||||
| 2025-07-16 | 13F | Novem Group | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4,219 | -33.46 | 168 | -29.54 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 15,071 | -31.46 | 565 | -41.57 | ||||
| 2025-04-11 | 13F | Holland Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 1,312 | -81.00 | 52 | -79.92 | ||||
| 2025-05-12 | 13F | Meridian Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 22,255 | -54.49 | 886 | -51.66 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 47,766 | -5.86 | 1,902 | -0.05 | ||||
| 2025-07-16 | 13F | Sylvest Advisors, LLC | 31,733 | -5.72 | 1,263 | 0.08 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 10,827 | -13.53 | 431 | -8.10 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,519,454 | -12.29 | 60,497 | -6.88 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 3,644 | -72.95 | 145 | -71.49 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9,400 | -9.62 | 374 | -4.10 | |||
| 2025-08-14 | 13F | Stifel Financial Corp | 580,785 | -15.44 | 23,125 | -10.22 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2,366 | -14.49 | 94 | -8.74 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 78,499 | -2.97 | 2,649 | -27.02 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Per Stirling Capital Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 7,907 | -9.67 | 315 | -4.27 | ||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 27,815 | -48.15 | 1,043 | -55.81 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 255,837 | -18.82 | 10,186 | -13.81 | ||||
| 2025-04-15 | 13F | Laurel Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-05-20 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 108,990 | -74.12 | 4,339 | -72.52 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 312,908 | -13.96 | 12,458 | -8.65 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 15,058 | -16.52 | 600 | -11.39 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10,746 | -36.24 | 428 | -32.44 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 8,693 | -16.63 | 346 | -11.51 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,314,734 | -16.56 | 92,161 | -11.41 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 12,680 | -23.03 | 505 | -18.31 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 611 | -42.41 | 24 | -38.46 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 257,217 | -10.05 | 10,241 | -4.50 | ||||
| 2025-04-17 | 13F | Vista Investment Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 125 | -28.57 | 5 | -33.33 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 61 | -93.81 | 2 | -94.44 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | Smith, Moore & Co. | 5,744 | -3.82 | 229 | 2.24 | ||||
| 2025-04-14 | 13F | Toth Financial Advisory Corp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 18,430 | -25.91 | 734 | -17.45 |
