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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 36,751 | -7.08 | 1,904 | 0.37 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 470,660 | -2.95 | 23,589 | -1.77 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 14,265 | -15.79 | 715 | -14.80 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 20,286 | -1.90 | 1,017 | -0.68 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 9,243 | -17.66 | 463 | -19.06 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 372,107 | -7.74 | 18,653 | -6.63 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Willner & Heller, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 4,789 | -0.17 | 240 | 1.27 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | EZM - WisdomTree U.S. MidCap Fund N/A | 18,832 | -56.97 | 944 | -56.48 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 55,296 | -6.43 | 2,771 | -5.30 | ||||
| 2025-08-29 | NP | DES - WisdomTree U.S. SmallCap Dividend Fund N/A | 3,707 | -94.47 | 186 | -94.42 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 14,933 | -12.48 | 748 | -11.37 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 53,036 | -2.04 | 2,658 | -0.86 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 277,530 | -2.04 | 13,910 | -0.86 | ||||
| 2025-04-10 | 13F | EWG Elevate Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 529,675 | -0.74 | 26,547 | 0.47 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1,003 | -1.57 | 50 | 0.00 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 65,765 | -3.11 | 3,296 | -1.93 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 7,109 | -15.18 | 356 | -14.22 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 88,078 | -33.02 | 4,414 | -32.22 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 17,152 | -1.44 | 860 | -0.23 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 53,733 | -10.45 | 2,693 | -9.36 | ||||
| 2025-04-28 | 13F | Coastline Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 19,444 | -10.64 | 975 | -9.56 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 88,710 | -4.24 | 4,446 | -3.07 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 433,008 | -17.58 | 21,443 | -19.92 | ||||
| 2025-04-14 | 13F | Clarity Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 6,357 | -3.23 | 319 | -2.15 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 26,221 | -1.72 | 1,314 | -0.53 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 65,984 | -0.69 | 3,307 | 0.52 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,431 | -3.46 | 172 | -2.29 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 372,555 | -4.55 | 18,672 | -3.39 | ||||
| 2025-07-21 | 13F | Cape Ann Savings Bank | 10,593 | -0.94 | 531 | 0.19 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 12,140 | -4.48 | 608 | -3.34 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 29,227 | -0.06 | 1,465 | 1.10 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 10,482 | -39.41 | 525 | -39.38 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 22,986 | -14.89 | 1,152 | -13.84 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 109,376 | -5.33 | 5,482 | -4.20 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 54,394 | -22.23 | 2,726 | -21.28 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 14,960 | -12.19 | 750 | -11.15 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 165,549 | -1.44 | 8 | 0.00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 12,340 | -0.28 | 618 | 0.98 | ||||
| 2025-04-23 | 13F | RAM Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 7,530 | -38.49 | 377 | -37.79 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 101,306 | -0.57 | 5,077 | 0.63 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 21,546 | -2.78 | 1,080 | -1.64 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 64,340 | -0.60 | 3,225 | 0.59 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 43,391 | -2.56 | 2,175 | -1.41 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 60,011 | -3.39 | 3,008 | -2.21 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 58,980 | -6.32 | 2,956 | -5.17 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 39,532 | -0.15 | 1,981 | 1.07 | ||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 6,081 | -11.52 | 305 | -10.59 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 104,718 | -6.22 | 5,248 | -5.08 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 4,832 | -6.12 | 242 | -4.72 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 37,555 | -21.66 | 1,882 | -20.69 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 99,770 | -2.54 | 5,084 | 0.06 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 5,628 | -67.54 | 282 | -67.13 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 172 | -29.80 | 9 | -33.33 | ||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 69,765 | -0.51 | 3,497 | 0.69 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 6,245 | -17.33 | 313 | -16.58 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 589 | -16.45 | 30 | -14.71 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 20,447 | -4.67 | 1,025 | -3.58 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 117,650 | -2.98 | 5,897 | -1.80 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3,547 | -6.24 | 178 | -5.35 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 41,788 | -0.16 | 2,094 | -1.83 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,855 | -46.79 | 93 | -46.51 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 6,808 | -0.71 | 341 | 0.59 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 17,052 | -2.29 | 855 | -1.16 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 4,484 | -7.66 | 225 | -6.67 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 8,023 | -15.68 | 402 | -14.65 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 4,255 | -67.12 | 213 | -66.72 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 381 | -32.57 | 19 | -29.63 | ||||
| 2025-08-06 | 13F | Simmons Bank | 19,454 | -9.22 | 975 | -8.11 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5,472 | -2.96 | 274 | -1.79 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 8,084 | -7.39 | 405 | -6.25 | ||||
| 2025-04-14 | 13F | Wedmont Private Capital | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 12,400 | -90.75 | 621 | -90.65 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 100 | -44.75 | 5 | -55.56 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9,058 | -4.15 | 454 | -3.00 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 27,019 | -0.23 | 1,354 | 0.97 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 7,564 | -0.50 | 379 | 0.80 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 6,587 | -3.83 | 330 | -2.65 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 53,807 | -7.01 | 2,697 | -5.90 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 21,645 | -3.10 | 1,085 | -1.99 | ||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 79,629 | -1.28 | 3,991 | -0.08 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 44,141 | -0.85 | 2,270 | 2.95 | ||||
| 2025-04-16 | 13F | Farrell Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | West Bancorporation Inc | 7,281 | -6.43 | 365 | -5.45 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 92,490 | -1.00 | 5 | 0.00 | ||||
| 2025-04-23 | 13F | Perigon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 1,517,613 | -0.70 | 76,063 | 0.50 | ||||
| 2025-08-01 | 13F | Reliant Investment Partners, LLC | 7,361 | -9.25 | 369 | -8.23 | ||||
| 2025-07-15 | 13F | IMS Capital Management | 23,735 | -0.42 | 1,190 | 0.76 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 10,015 | -5.29 | 1 | |||||
| 2025-04-29 | 13F | Rice Partnership, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 20,794 | -2.76 | 1,042 | -1.51 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 54,885 | -2.08 | 2,751 | -0.90 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 16,903 | -61.67 | 847 | -61.20 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 67,044 | -5.27 | 3,360 | -4.11 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 95,816 | -24.29 | 5 | -33.33 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 22,250 | -1.08 | 1,115 | 0.18 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7,753 | -2.38 | 389 | -1.27 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 19,443 | -0.65 | 974 | 0.52 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 6,119 | -2.64 | 307 | -1.61 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 14,504 | -0.62 | 727 | 0.55 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 107,886 | -24.98 | 5,407 | -24.07 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 5,231 | -2.22 | 262 | -0.76 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 48,362 | -8.66 | 2,424 | -7.59 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 20 | -53.49 | 1 | -100.00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 32,207 | -8.54 | 1,614 | -7.40 | ||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 9,438 | -3.23 | 473 | -1.87 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 120,882 | -11.12 | 6,059 | -10.05 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 19,457 | -9.85 | 975 | -8.71 | ||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 15,611 | -23.69 | 782 | -22.80 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 41,741 | -4.69 | 2,092 | -3.51 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 91,672 | -1.73 | 4,595 | -0.54 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 36,304 | -23.40 | 1,820 | -22.46 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 8,683 | -0.73 | 435 | 0.46 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 28,251 | -8.43 | 1,416 | -7.33 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 9,435 | -0.54 | 473 | 0.64 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 560,473 | -27.41 | 28,091 | -26.52 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 93,084 | -3.07 | 4,665 | -1.89 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 90,445 | -2.11 | 4,533 | -0.92 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11,526 | -78.18 | 578 | -77.93 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 77,844 | -4.16 | 3,902 | -3.01 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 44,573 | -2.26 | 2,234 | -1.06 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 21,676 | -1.13 | 1,086 | 0.09 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 9,157 | -8.94 | 459 | -7.85 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 11,339 | -82.98 | 584 | -82.29 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,374,159 | -3.39 | 118,993 | -2.22 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 14,803 | -0.49 | 1 | |||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 3,679 | -75.90 | 184 | -75.66 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7,687 | -12.75 | 385 | -11.70 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 4,449 | -0.47 | 223 | 0.45 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 28,818 | -5.19 | 1,444 | -4.05 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,375,500 | -9.22 | 68,946 | -8.19 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 22,469 | -2.47 | 1,126 | -1.23 | ||||
| 2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 300 | -54.55 | 15 | -53.12 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 450,491 | -0.45 | 22,579 | 0.75 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 38,519 | -3.18 | 1,931 | -2.03 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 311,553 | -1.13 | 15,615 | 0.07 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 25,923 | -3.54 | 1,299 | -2.33 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 38,258 | -0.10 | 1,917 | 1.11 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 22,925 | -1.63 | 1,149 | -0.43 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6,708 | -0.78 | 336 | 0.60 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 5,012 | -4.90 | 251 | -3.46 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 750,263 | -11.69 | 38 | -11.90 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 983,080 | -5.74 | 49,272 | -4.60 | ||||
| 2025-05-15 | 13F | Promethium Advisors,llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 77,139 | -2.06 | 3,866 | -0.87 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,127,273 | -0.61 | 56,499 | 0.59 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 110,247 | -40.99 | 5,526 | -40.28 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 18,264 | -1.24 | 915 | 0.00 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 18,501 | -10.52 | 927 | -9.38 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 33,872 | -14.56 | 1,698 | -13.51 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2,067 | -37.23 | 103 | -36.02 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 10,370 | -18.46 | 520 | -17.49 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 5,692 | -7.66 | 285 | -6.56 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 50,397 | -1.63 | 2,526 | -0.47 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 201,613 | -1.90 | 10,105 | -0.71 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 6 | -68.42 | 0 | |||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 6,442 | -1.54 | 323 | -0.62 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 679 | -30.50 | 34 | -29.17 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 15,524 | -16.71 | 778 | -15.62 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 513 | -3.02 | 26 | -3.85 | ||||
| 2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 1,317 | -98.01 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 40,032 | -2.42 | 2,006 | -1.23 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 46,976 | -11.06 | 2,354 | -9.98 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 |
