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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Quartz Partners, LLC | 13,585 | -0.17 | 1,138 | 4.70 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 4,904 | -4.63 | 411 | 0.00 | ||||
2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 22,323 | -1.03 | 1,916 | 8.62 | ||||
2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 530,229 | -6.97 | 44,409 | -2.44 | ||||
2025-08-14 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Choice Wealth Advisors, LLC | 329,125 | -0.38 | 27,561 | 4.46 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 22,274 | -73.36 | 1,865 | -72.08 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 3,172 | -18.33 | 266 | -14.52 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 17,461 | -5.38 | 1,462 | -0.75 | ||||
2025-04-04 | 13F | Capital Market Strategies LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 3,883 | -15.22 | 325 | -10.96 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 56,153 | -27.78 | 4,702 | -24.27 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 6,902 | -98.99 | 578 | -98.94 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | PMG Wealth Management, Inc. | 78,970 | -0.21 | 6,613 | 4.64 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 1,954,303 | -13.46 | 163,653 | -9.25 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 2,505 | -8.34 | 210 | -4.13 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 3,329 | -8.92 | 279 | -4.47 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 18,299 | -4.30 | 1,532 | 0.33 | ||||
2025-07-11 | 13F | Thomasville National Bank | 59,616 | -11.73 | 4,992 | -7.44 | ||||
2025-05-20 | 13F | Blue Rock Wealth Management LLC | 118,128 | -1.91 | 9,434 | -3.21 | ||||
2025-07-11 | 13F | Lantz Financial LLC | 43,445 | -0.39 | 3,638 | 4.45 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3,416 | -0.61 | 286 | 4.38 | ||||
2025-08-07 | 13F/A | Joseph Group Capital Management | 121 | -32.02 | 10 | -28.57 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 22,339 | -6.66 | 1,871 | -2.15 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 25,192 | -30.42 | 2,110 | -27.05 | ||||
2025-05-05 | 13F | Cassaday & Co Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 80,609 | -0.70 | 6,750 | 4.13 | ||||
2025-07-18 | 13F | Truist Financial Corp | 279,285 | -2.47 | 23,387 | 2.27 | ||||
2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 51,695 | -69.61 | 4,329 | -68.14 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 4,686 | -6.75 | 392 | -2.24 | ||||
2025-07-09 | 13F | Central Valley Advisors, Llc | 15,222 | -3.16 | 1,275 | 1.51 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8,247 | -2.67 | 691 | 2.07 | ||||
2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 101,777 | -1.99 | 8,627 | 4.03 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 23,050 | -24.95 | 1,930 | -21.29 | ||||
2025-08-14 | 13F | Family Management Corp | 0 | -100.00 | 0 | |||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 23,622 | -1.69 | 1,978 | 3.13 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 40,611 | -4.50 | 3,401 | 0.12 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10,353 | -1.50 | 867 | 3.34 | ||||
2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 32,160 | -3.32 | 2,760 | 9.22 | ||||
2025-07-15 | 13F | Retirement Guys Formula Llc | 19,580 | -3.99 | 1,640 | 0.68 | ||||
2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 12,802 | -22.55 | 1,072 | -18.79 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 45,184 | -3.13 | 3,784 | 1.58 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 436 | -11.92 | 36 | -7.69 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 125,691 | -1.64 | 10,525 | 3.14 | ||||
2025-05-05 | 13F | Crestwood Advisors Group LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 1,291,134 | -1.64 | 108,120 | 3.14 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 0 | -100.00 | 0 | ||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 10,749 | -6.45 | 900 | -1.85 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 3,447 | -38.13 | 289 | -35.14 | ||||
2025-07-30 | 13F | Paul Damon & Associates, Inc. | 131,154 | -4.23 | 10,983 | 0.42 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 3,960 | -1.86 | 332 | 1.53 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 5,033 | -1.47 | 421 | 2.68 | ||||
2025-07-23 | 13F | Citizens National Bank Trust Department | 54,586 | -0.91 | 4,571 | 3.91 | ||||
2025-07-29 | 13F | Uhlmann Price Securities, Llc | 12,520 | -1.12 | 1,048 | 3.66 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 7,783 | -11.17 | 670 | -4.29 | ||||
2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 22,787 | -0.41 | 1,908 | 4.43 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Ted Buchan & Co | 11,436 | -8.48 | 958 | -4.01 | ||||
2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 22,126 | -38.62 | 1,871 | -33.59 | ||||
2025-08-06 | 13F | Centerpoint Advisory Group | 31,521 | -1.41 | 2,640 | 3.37 | ||||
2025-07-30 | 13F | Fiduciary Planning LLC | 521,262 | -5.88 | 43,650 | -1.31 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
2025-05-05 | 13F | Edgemoor Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 104,316 | -2.52 | 8,735 | 2.21 | ||||
2025-08-12 | 13F | Allen Capital Group, LLC | 7,846 | -4.02 | 657 | 0.77 | ||||
2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 45,750 | -11.17 | 3,831 | -6.86 | ||||
2025-07-28 | 13F | Aries Wealth Management | 51,589 | -12.04 | 4,320 | -7.75 | ||||
2025-07-16 | 13F | Taiyo Life Insurance Co | 525,000 | -38.24 | 44 | -35.82 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 7,289 | -19.95 | 1 | |||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 6,183 | -10.26 | 518 | -7.18 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 594,448 | -10.63 | 49,779 | -6.29 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 6,660 | -46.93 | 558 | -44.41 | ||||
2025-07-08 | 13F | Gallacher Capital Management LLC | 4,387 | -45.03 | 367 | -42.39 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 20,270 | -0.60 | 1,697 | 4.24 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 1,964 | -13.37 | 164 | -9.39 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 254,092 | -1.51 | 21,278 | 3.28 | ||||
2025-08-11 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Inspire Advisors, LLC | 5,622 | -38.35 | 471 | -35.44 | ||||
2025-07-15 | 13F | Avaii Wealth Management, Llc | 24,198 | -0.93 | 2,026 | 3.90 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 191,395 | -1.82 | 16,027 | 2.95 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 72,223 | -4.01 | 6,048 | 0.65 | ||||
2025-08-11 | 13F | Invenio Wealth Partners Llc | 25,828 | -85.65 | 2,163 | -84.96 | ||||
2025-07-09 | 13F | Beacon Financial Group | 624,253 | -2.41 | 52,275 | 2.33 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 7,050 | -11.88 | 590 | -7.52 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 25,426 | -1.11 | 2,129 | 3.70 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 12,824 | -23.52 | 1,079 | -19.78 | ||||
2025-07-24 | 13F | Wealth Management Resources, Inc. | 24,809 | -43.18 | 2,078 | -40.44 | ||||
2025-07-17 | 13F | White Pine Investment CO | 71,622 | -0.50 | 6 | 0.00 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 29,070 | -6.41 | 2,434 | -1.85 | ||||
2025-05-15 | 13F | Lavaca Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 2,125 | -56.49 | 178 | -54.62 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 3,399 | -6.54 | 285 | 7.98 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 35,341 | -11.92 | 2,960 | -7.65 | ||||
2025-08-14 | 13F | Fmr Llc | 49,902 | -4.99 | 4,179 | -0.38 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 3,808 | -43.60 | 319 | -41.00 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 25,564 | -6.36 | 2,141 | -1.83 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 75,927 | -0.95 | 6,358 | 3.87 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 10,422 | -1.56 | 873 | 3.20 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 12,650 | -15.58 | 1,059 | -11.45 | ||||
2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | David R. Rahn & Associates Inc. | 21,320 | -3.10 | 1,785 | 1.59 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 149,605 | -5.16 | 12,876 | 8.39 | ||||
2025-08-07 | 13F | Howard Bailey Securities, Llc | 140,023 | -1.25 | 11,726 | 3.55 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 398,238 | -1.37 | 33 | 3.13 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 517,188 | -0.27 | 43,309 | 4.57 | ||||
2025-06-13 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 2,543 | -12.28 | 213 | -8.23 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 42,946 | -22.14 | 3,596 | -15.49 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 4,400 | -18.52 | 368 | -14.62 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 18,877 | -9.47 | 1,581 | -5.11 | ||||
2025-08-12 | 13F | LPL Financial LLC | 12,468,833 | -2.53 | 1,044,140 | 2.20 | ||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 5,059 | -1.40 | 424 | 3.42 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 40,715 | -3.63 | 3,407 | 1.10 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 3,169 | -1.34 | 265 | 3.52 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 810,820 | -0.74 | 67,898 | 4.09 | ||||
2025-07-15 | 13F | Well Done, LLC | 14,047 | -0.35 | 1,176 | 3.16 | ||||
2025-08-14 | 13F | Abound Financial, Llc | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | ACT Advisors, LLC. | 266,894 | -2.77 | 22,350 | 1.95 | ||||
2025-05-13 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 4,061 | -80.56 | 340 | -79.62 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7,818 | -19.02 | 655 | -15.28 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | RFG Advisory, LLC | 47,549 | -0.07 | 3,982 | 4.79 | ||||
2025-07-08 | 13F | Advance Capital Management, Inc. | 11,119 | -10.08 | 931 | -5.67 | ||||
2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 114,470 | -1.72 | 9,586 | 3.05 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 7,118 | -6.73 | 596 | -2.13 | ||||
2025-07-17 | 13F | KWB Wealth | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 767,357 | -0.23 | 64,258 | 4.62 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 6,868 | -8.44 | 575 | -4.01 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 449,980 | -0.62 | 37,681 | 4.21 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 231 | -24.01 | 19 | -20.83 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 33,546 | -5.17 | 3 | 0.00 | ||||
2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 18,263 | -0.93 | 1,529 | 3.87 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 59,391 | -16.21 | 4,973 | -12.14 | ||||
2025-08-12 | 13F | Bravias Capital Group, LLC | 21,599 | -4.90 | 1,809 | -0.28 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Financial Advocates Investment Management | 10,597 | -23.04 | 887 | -19.29 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 58,624 | -2.61 | 4,682 | -3.90 | ||||
2025-07-29 | 13F | Clearview Wealth Advisors LLC | 2,928 | -24.01 | 245 | -20.20 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 4,070 | -42.13 | 337 | -39.93 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 20,605 | -20.64 | 1,725 | -16.79 | ||||
2025-04-28 | 13F | Smart Money Group LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,045,384 | -4.71 | 87,540 | -0.08 | ||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 122,973 | -4.15 | 10,298 | 0.50 | ||||
2025-08-08 | 13F | Creative Planning | 224,536 | -8.32 | 18,803 | -3.87 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 18,463 | -24.42 | 1,474 | -25.40 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Fox Financial, Inc | 5,863 | -0.36 | 491 | 4.48 | ||||
2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 384,919 | -4.54 | 32,233 | 0.09 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 126,060 | -1.82 | 10,556 | 2.96 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 30,878 | -5.29 | 2,586 | -0.69 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 4,180 | -11.91 | 350 | -7.41 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 737,052 | -11.95 | 61,721 | -7.68 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1,823 | -17.17 | 153 | -13.14 | ||||
2025-04-28 | 13F | American Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Lauer Wealth, LLC | 159,485 | -7.60 | 13,728 | 2.61 | ||||
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 5,041 | -16.44 | 422 | -12.27 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 682,623 | -20.11 | 57,163 | -16.23 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 17,957 | -15.68 | 1,498 | -11.05 | ||||
2025-08-05 | 13F | Sensible Money, LLC | 0 | -100.00 | 0 | |||||
2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | |||||
2025-05-02 | 13F | Legacy Capital Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 94,874 | -5.81 | 7,945 | -1.23 | ||||
2025-04-21 | 13F | Hartford Financial Management Inc. | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 308,776 | -5.01 | 25,857 | -0.39 | ||||
2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13,547 | -17.84 | 1,134 | -13.83 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,157,920 | -4.40 | 98,684 | 2.02 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 17,483 | -5.31 | 1,464 | -0.68 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 4,794 | -68.03 | 401 | -66.50 | ||||
2025-05-13 | 13F | Maripau Wealth Management Llc | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 226 | -84.82 | 19 | -84.75 | ||||
2025-07-11 | 13F | My Legacy Advisors, LLC | 7,584 | -6.82 | 649 | -0.15 | ||||
2025-07-10 | 13F | Fulton Bank, N.a. | 13,080 | -27.06 | 1,095 | -23.53 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 1,030 | -22.56 | 86 | -21.82 | ||||
2025-07-25 | 13F | Gw Henssler & Associates Ltd | 6,904 | -1.30 | 578 | 3.58 | ||||
2025-08-04 | 13F | Assetmark, Inc | 30 | -95.22 | 3 | -96.00 | ||||
2025-07-31 | 13F | GLOBALT Investments LLC / GA | 30,894 | -10.31 | 2,587 | -5.93 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 12,031 | -22.41 | 1,007 | -18.66 | ||||
2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 129,999 | -12.73 | 10,886 | -8.49 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 29,130 | -1.49 | 2,439 | 3.30 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 6,815 | -58.62 | 571 | -56.65 | ||||
2025-07-16 | 13F | American National Bank | 842 | -3.88 | 71 | 1.45 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 279,635 | -5.45 | 23 | 0.00 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5,199 | -0.40 | 438 | 5.04 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 4,662 | -10.21 | 390 | -5.80 | ||||
2025-07-28 | 13F | Triton Wealth Management, PLLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 2,688 | -2.86 | 225 | 2.27 | ||||
2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 5,360 | -91.86 | 449 | -91.48 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | 13F | Novare Capital Management Llc | 3,605 | -15.28 | 302 | -11.21 | ||||
2025-08-07 | 13F | Atala Financial Inc | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 10,607 | -38.62 | 888 | -35.61 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 381 | -19.62 | 32 | -16.22 | ||||
2025-04-11 | 13F | Impact Capital Partners LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Scotia Capital Inc. | 5,161 | -29.08 | 432 | -25.65 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 874,834 | -1.16 | 73,259 | 3.64 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 32,214 | -1.92 | 2,698 | 2.82 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 17,985 | -3.29 | 1,506 | 1.41 | ||||
2025-07-16 | 13F | Spinnaker Investment Group, LLC | 549,082 | -8.52 | 45,980 | -4.07 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 120,061 | -4.89 | 10,054 | -0.28 | ||||
2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 49,239 | -54.11 | 4,123 | -51.88 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 27,695 | -10.46 | 2,319 | -6.08 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 4,128 | -88.14 | 346 | -87.59 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 4,418 | -6.16 | 370 | -1.60 | ||||
2025-08-14 | 13F | Capital Planning Advisors, LLC | 112,097 | -1.95 | 9,387 | 2.81 | ||||
2025-08-01 | 13F/A | GGM Financials LLC | 19,592 | -28.18 | 1,641 | -24.70 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 3,718 | -27.64 | 311 | -24.15 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 4,957 | -13.99 | 415 | -9.78 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 7,316 | -43.79 | 613 | -41.10 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Meridian Financial Partners LLC | 39,475 | -0.50 | 3 | 0.00 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 40,492 | -54.59 | 3,407 | -52.15 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Camden Capital, LLC | 136,049 | -17.97 | 11,393 | -13.99 | ||||
2025-07-09 | 13F | Archer Investment Management, LLC | 58,345 | -27.76 | 4,886 | -24.26 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Golden State Equity Partners | 89,614 | -15.94 | 7,504 | -11.85 | ||||
2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 3,962 | -4.81 | 332 | -0.30 | ||||
2025-04-16 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Interactive Financial Advisors | 9,079 | -0.50 | 760 | 4.40 | ||||
2025-07-09 | 13F | Northwest & Ethical Investments L.P. | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 2,849,118 | -1.70 | 238,585 | 3.08 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5,517 | -6.30 | 462 | -1.70 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Rothschild Investment Llc | 6,635 | -12.19 | 556 | -7.96 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 44,270 | -6.49 | 3,707 | -1.96 | ||||
2025-07-23 | 13F | Lansing Street Advisors | 46,469 | -0.33 | 3,891 | 4.51 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 52,048 | -1.47 | 4,359 | 3.32 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 8,200 | -6.86 | 687 | -2.42 | ||||
2025-04-24 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 36,352 | -8.39 | 3,044 | -3.91 | ||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 46,932 | -0.37 | 3,930 | 4.49 | ||||
2025-08-11 | 13F | WPWealth LLP | 3,035 | -9.00 | 254 | -4.51 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 59,878 | -1.22 | 5,014 | 3.57 | ||||
2025-05-06 | 13F | Kovack Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 12,089 | -12.57 | 1,012 | -8.33 | ||||
2025-08-14 | 13F | Redwood Financial Network Corp | 12,638 | -2.37 | 1,058 | 2.42 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 121,496 | -10.00 | 10,174 | -5.62 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 10,716 | -15.21 | 897 | -11.10 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 7,173 | -4.80 | 601 | -0.17 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 3,322 | -4.21 | 278 | 0.72 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 8,424 | -29.80 | 1 | |||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 5,694 | -5.01 | 477 | -0.42 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 5,031 | -0.04 | 421 | 4.99 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-05-08 | 13F | Federated Hermes, Inc. | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 8,527 | -10.73 | 714 | -6.30 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 15,829 | -7.34 | 1,342 | 4.36 | ||||
2025-08-12 | 13F | Prudential Plc | 62,700 | -5.71 | 5,250 | -1.13 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 198,659 | -2.37 | 16,636 | 2.38 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 6,887 | -0.35 | 577 | 4.54 | ||||
2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 8,596 | -10.13 | 687 | -11.48 | ||||
2025-07-25 | 13F | Hobbs Group Advisors, LLC | 72,461 | -6.29 | 6,068 | -1.75 | ||||
2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 2,881 | -0.52 | 241 | 4.33 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 379,667 | -11.94 | 31,793 | -7.66 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 51,475 | -4.60 | 4,311 | 0.05 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 5,897 | -4.84 | 494 | -0.20 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Northwest Capital Management Inc | 462 | -82.50 | 39 | -81.90 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 3,826 | -0.13 | 320 | 4.92 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 449,840 | -3.43 | 38,461 | 3.39 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 804,271 | -3.43 | 67,350 | 1.26 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Strive Asset Management, LLC | 6,683 | -65.32 | 560 | -63.65 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 374,931 | -2.24 | 31,827 | 3.91 | ||||
2025-08-12 | 13F | Vestor Capital, Llc | 477 | -25.00 | 0 | |||||
2025-07-21 | 13F | Catalina Capital Group, LLC | 61,777 | -8.36 | 5,173 | -3.90 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Crux Wealth Advisors | 56,498 | -28.84 | 4,731 | -25.38 | ||||
2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 292,224 | -1.29 | 24 | 4.35 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7,536 | -2.82 | 631 | 1.94 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 5,416 | -0.26 | 438 | 1.15 | ||||
2025-08-06 | 13F | Menlo Advisors Llc | 27,935 | -0.27 | 2 | 0.00 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 10,864 | -0.59 | 910 | 4.24 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 78,848 | -36.51 | 6,603 | -33.43 |