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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 61,914 | -13.92 | 3,159 | -13.97 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 158,066 | -5.07 | 8,065 | -5.13 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 377,052 | -10.65 | 19,237 | -10.70 | ||||
| 2025-04-25 | 13F | Wealthstar Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 37,824 | -2.08 | 1,930 | -2.13 | ||||
| 2025-05-12 | 13F | Beaumont Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 24,070 | -9.45 | 1,228 | -9.44 | ||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 3,907 | -7.72 | 0 | |||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 12,594 | -2.60 | 643 | -1.23 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 226,944 | -5.75 | 11,579 | -5.81 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 13,771 | -1.45 | 703 | -1.54 | ||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 92,055 | -11.00 | 4,697 | -11.06 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ascent Group, LLC | 4,852 | -94.98 | 248 | -95.00 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 5,712 | -5.94 | 291 | -6.13 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 8,999 | -17.91 | 459 | -17.89 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 501,737 | -8.37 | 25,599 | -8.42 | ||||
| 2025-04-15 | 13F | Atwood & Palmer Inc | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 70,250 | -3.33 | 3,584 | -3.03 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 28,739 | -70.34 | 1,466 | -70.36 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 9,734 | -13.45 | 497 | -13.59 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 347,073 | -23.69 | 17,708 | -23.73 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 5,850 | -42.44 | 298 | -42.47 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 7,918 | -55.71 | 403 | -55.81 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 423,777 | -6.13 | 21,621 | -6.18 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 10,167 | -20.24 | 519 | -20.03 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 4,398 | -2.22 | 224 | -2.18 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Union Savings Bank | 16,690 | -27.04 | 852 | -27.08 | ||||
| 2025-05-07 | 13F | Mycio Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 14,548 | -3.41 | 742 | -3.39 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 9,203 | -4.89 | 470 | -4.87 | ||||
| 2025-07-28 | 13F | Essex LLC | 5,468 | -19.86 | 279 | -20.11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | BTSAX - BTS Managed Income Fund Class A Shares | 8,368 | -3.32 | 427 | -3.40 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 500,985 | -31.97 | 25,560 | -32.01 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 7,271 | -50.00 | 371 | -50.13 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 71,140 | -12.69 | 4 | -25.00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,156 | -38.51 | 59 | -37.89 | ||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 8,207 | -41.62 | 419 | -41.70 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 56,681 | -93.56 | 2,892 | -93.56 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 869 | -79.83 | 44 | -79.91 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 509 | -14.02 | 26 | -16.67 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 13,862 | -21.86 | 707 | -21.88 | ||||
| 2025-05-15 | 13F | Syon Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-10 | 13F | Contravisory Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 390 | -17.89 | 20 | -20.83 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 36,370 | -0.76 | 1,856 | -0.80 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 522,976 | -13.33 | 27 | -13.33 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 40,079 | -2.49 | 2,045 | -2.57 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 23,100 | -0.78 | 1,179 | -0.51 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 80,667 | -1.62 | 4,110 | -1.37 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 26,703 | -10.14 | 1,362 | -10.22 | ||||
| 2025-07-29 | 13F | Hartline Investment Corp/ | 848,010 | -9.84 | 43,265 | -9.89 | ||||
| 2025-08-13 | 13F | Knuff & Co LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 20,039 | -12.85 | 1,022 | -12.87 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 33,912 | -15.88 | 1,730 | -15.90 | ||||
| 2025-04-24 | 13F | Kraft, Davis & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Roundview Capital LLC | 30,437 | -10.64 | 1,553 | -10.70 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 111,302 | -62.15 | 5,679 | -62.18 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 205,374 | -11.60 | 10,478 | -11.65 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 11,141 | -4.91 | 568 | -5.02 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 6,718 | -3.99 | 343 | -4.20 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 556,444 | -20.95 | 28 | -20.00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 54,578 | -19.32 | 2,785 | -19.37 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 164,134 | -29.12 | 8,374 | -29.16 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6,093 | -4.27 | 311 | -4.32 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 888,666 | -8.83 | 45,340 | -8.88 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 73,753 | -4.99 | 3,763 | -4.74 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 21,974 | -33.02 | 1 | 0.00 | ||||
| 2025-06-02 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | -142 | -33.95 | -7 | -30.00 | |||
| 2025-08-13 | 13F | Townsquare Capital Llc | 19,465 | -3.82 | 993 | -3.87 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 10,911 | -4.57 | 557 | -4.63 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1,441 | -20.34 | 74 | -20.65 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 12,299 | -18.78 | 628 | -18.78 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 41,192 | -10.16 | 2,102 | -10.21 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 4,150 | -6.74 | 212 | -7.05 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 155,327 | -1.03 | 7,925 | -1.10 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 11,426 | -66.14 | 583 | -66.20 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 22,556 | -27.49 | 1,151 | -27.54 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 122,357 | -7.91 | 6,215 | -8.63 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9,252 | -25.85 | 471 | -25.83 | ||||
| 2025-04-08 | 13F | Spartan Planning & Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 27,218 | -76.01 | 1,389 | -76.03 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 19,673 | -15.23 | 1,004 | -15.29 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 31,655 | -10.94 | 1,615 | -10.97 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 9,326 | -10.29 | 476 | -10.38 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 18,487 | -26.23 | 943 | -26.27 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 28,751 | -2.88 | 1,467 | -2.98 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 70,602 | -56.42 | 3,602 | -56.44 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 7,020 | -21.96 | 358 | -22.00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 11,537 | -40.17 | 589 | -40.24 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 41,798 | -2.93 | 2,133 | -3.00 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 6,380 | -22.62 | 326 | -22.62 | ||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 5,673 | -21.15 | 289 | -21.25 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 34,096 | -20.72 | 1,740 | -20.77 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 7,556 | -5.57 | 386 | -5.64 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 6,954 | -22.41 | 355 | -22.54 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 41,683 | -34.89 | 2,127 | -34.93 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 989 | -7.57 | 50 | -7.41 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 26,731 | -5.73 | 1,364 | -5.81 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 142,622 | -2.50 | 7,277 | -2.56 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 15,219 | -2.96 | 777 | -3.00 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 8,863 | -2.25 | 452 | -2.16 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 13,645 | -18.53 | 696 | -18.50 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 15,250 | -50.93 | 778 | -50.95 | ||||
| 2025-07-25 | NP | PMSAX - Global Multi-Strategy Fund Class A | 22,383 | -40.48 | 1,141 | -40.66 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 23 | -94.61 | 1 | -95.24 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 31,820 | -16.05 | 1,623 | -16.12 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 13,979 | -0.38 | 711 | -0.70 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,959,410 | -10.47 | 99,770 | -10.70 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 17,526 | -18.80 | 894 | -18.80 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 68,373 | -35.43 | 3 | -40.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2,481 | -3.46 | 127 | -3.82 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 640 | -38.46 | 33 | -39.62 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 24,670 | -1.58 | 1,259 | -1.33 | ||||
| 2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 15,785 | -1.92 | 805 | -1.95 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 24,541 | -5.72 | 1,252 | -5.72 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 16,532 | -10.55 | 843 | 743.00 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 4,956 | -78.69 | 253 | -78.77 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 72,084 | -8.60 | 3,678 | -8.67 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 8,792 | -34.85 | 449 | -34.88 | ||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 9,536 | -16.18 | 487 | -16.21 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 397,908 | -5.94 | 20,301 | -6.00 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 83,986 | -1.85 | 4,287 | -1.52 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 6,615 | -32.19 | 337 | -32.33 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 44,812 | -14.04 | 2,286 | -14.09 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 183,834 | -1.14 | 9,353 | -0.67 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 132,461 | -5.86 | 6,758 | -5.92 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 277,120 | -16.27 | 14,139 | -16.32 | ||||
| 2025-05-09 | 13F | Haverford Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 242,992 | -21.36 | 12,397 | -21.40 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 9,013 | -9.49 | 460 | -9.65 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3,689 | -1.18 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 5,935 | -1.28 | 303 | -1.31 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 36,939 | -6.02 | 1,885 | -6.08 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 9,949 | -11.60 | 508 | -11.67 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 55,638 | -2.87 | 2,839 | -2.61 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 265,710 | -49.39 | 13,554 | -49.43 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 167,264 | -0.50 | 8,534 | -0.56 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 303,840 | -11.80 | 15,502 | -11.86 | ||||
| 2025-08-12 | 13F | Nutshell Asset Management Ltd | 23,026 | -90.18 | 1,175 | -90.19 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 227,282 | -0.07 | 11,596 | -0.14 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 2,470,705 | -15.80 | 126,055 | -15.85 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 4,263 | -36.02 | 217 | -36.18 | ||||
| 2025-08-05 | 13F | iA Global Asset Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 11,628 | -12.49 | 593 | -12.54 | ||||
| 2025-05-13 | 13F | Forefront Analytics, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | -85 | -48.48 | -4 | -50.00 | |||
| 2025-08-14 | 13F | Betterment LLC | 231,854 | -5.41 | 12 | -8.33 | ||||
| 2025-08-13 | 13F | Virtus Investment Advisers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 28,337 | -3.36 | 1,446 | -3.41 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 183 | -99.51 | 9 | -99.53 | ||||
| 2025-04-14 | 13F | Bangor Savings Bank | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 30,112 | -10.67 | 1,537 | -10.38 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 31,140 | -0.63 | 1,587 | -0.19 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 582,622 | -3.72 | 29,725 | -3.77 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 34,734 | -52.60 | 1,772 | -52.62 | ||||
| 2025-05-15 | 13F | Edmond De Rothschild Holding S.a. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 5,564 | -3.64 | 284 | -3.74 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 4,307 | -15.55 | 220 | -15.77 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 15,132 | -34.38 | 772 | -34.41 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 131,824 | -1.06 | 7 | 0.00 | ||||
| 2025-04-25 | 13F | Koshinski Asset Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,960,948 | -16.62 | 100,048 | -16.67 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 3,960 | -37.74 | 202 | -37.65 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 15,670 | -9.88 | 799 | -9.92 | ||||
| 2025-08-13 | 13F | Garner Asset Management Corp | 5,062 | -39.61 | 258 | -39.58 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 81,084 | -50.24 | 4,137 | -50.27 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 429,690 | -5.12 | 21,923 | -5.17 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 23,601 | -0.67 | 1,204 | -0.66 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 504,762 | -4.44 | 25,753 | -4.50 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 15,628 | -2.49 | 797 | -2.57 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 8,585 | -0.23 | 438 | -0.23 | ||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Inlet Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 195,318 | -24.37 | 9,951 | -23.99 | ||||
| 2025-03-31 | NP | TUIFX - Toews Unconstrained Income Fund | 36,400 | -5.21 | 1,859 | -5.10 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 24,604 | -7.52 | 1,255 | -7.58 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 9,226 | -1.47 | 471 | -1.67 | ||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 764,071 | -98.06 | 38,983 | 4,942.95 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 102,031 | -15.75 | 5,206 | -14.56 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 147,458 | -2.62 | 7,523 | -2.68 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 192,857 | -7.48 | 9,840 | -7.54 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 192,592 | -9.89 | 9,799 | -10.18 | ||||
| 2025-04-23 | 13F | Vectors Research Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | GFG Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8,799,613 | -0.72 | 448,956 | -0.78 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 25,878 | -17.28 | 1,320 | -17.29 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 9,268 | -48.25 | 473 | -48.36 | ||||
| 2025-07-09 | 13F | Exchange Bank | 4,080 | -7.29 | 208 | -7.14 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 4,859 | -48.13 | 248 | -48.33 | ||||
| 2025-04-10 | 13F | Bay Rivers Group | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 147,128 | -0.78 | 8 | 0.00 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 6,970 | -45.67 | 356 | -45.72 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 113,387 | -5.32 | 5,785 | -5.38 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 254,422 | -10.30 | 12,981 | -10.35 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 13,154 | -3.80 | 671 | -3.73 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 42,134 | -11.94 | 2,150 | -12.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 19 | -66.67 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 200 | -61.39 | 10 | -61.54 | ||||
| 2025-05-01 | 13F | American Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 25,443 | -1.13 | 1 | 0.00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 1,757 | -48.05 | 90 | -48.26 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 260 | -13.04 | 13 | -13.33 | ||||
| 2025-05-14 | 13F | Clarity Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 4,473 | -1.54 | 228 | -1.30 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 6,938 | -46.54 | 354 | -46.68 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 37,936 | -3.94 | 1,935 | -3.97 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 52,847 | -3.91 | 2,696 | -3.65 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 7,247 | -30.69 | 370 | -30.77 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 8,870 | -1.20 | 453 | -1.31 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 21,702 | -4.72 | 1,107 | -4.73 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 54,724 | -0.11 | 2,792 | -0.14 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 114,993 | -0.27 | 5,867 | -0.34 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 60,554 | -2.57 | 3,089 | -2.62 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 4,838 | -19.59 | 247 | -19.87 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,892,809 | -4.47 | 96,571 | -4.53 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 74,819 | -5.59 | 3,802 | -6.01 | ||||
| 2025-04-29 | 13F | Burke & Herbert Bank & Trust Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 5,605 | -1.75 | 286 | -2.06 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 8,716 | -39.05 | 445 | -39.18 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 106,429 | -7.88 | 5,430 | -7.94 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 9,535 | -14.37 | 486 | -14.44 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 124,506 | -2.72 | 6,352 | -2.77 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 52,482 | -4.38 | 2,678 | -4.43 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 160,979 | -1.36 | 8,213 | -1.42 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 77,070 | -0.25 | 3,932 | -0.30 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 34,399 | -0.22 | 1,755 | -0.23 | ||||
| 2025-04-22 | 13F | Atticus Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 24,991 | -17.01 | 1,275 | -17.05 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 12,675 | -10.55 | 647 | -10.65 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 5,039 | -28.25 | 257 | -28.21 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 11,219 | -2.82 | 572 | -2.89 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 29,584 | -3.05 | 1,505 | -3.34 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 344,972 | -1.84 | 17,600 | -1.90 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 36,281 | -4.13 | 1,851 | -4.14 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4,865 | -19.21 | 248 | -19.22 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 15 | -86.84 | 1 | -100.00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 15,345 | -17.20 | 783 | -17.34 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 186,863 | -12.01 | 9,534 | -12.07 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 8,397 | -2.81 | 428 | -2.95 | ||||
| 2025-05-09 | 13F | NewEdge Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 4,400 | -69.54 | 224 | -69.61 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 8,650 | -15.00 | 441 | -15.03 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 44,335 | -22.77 | 2,262 | -22.83 | ||||
| 2025-08-18 | 13F | Cunning Capital Partners, LP | 43,000 | -14.00 | 2 | 0.00 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 11,808 | -3.41 | 602 | -3.53 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,827,837 | -9.37 | 93,256 | -9.42 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1,378,385 | -36.90 | 70,325 | -36.93 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 14,919 | -4.52 | 761 | -4.52 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 159,273 | -6.93 | 8,125 | -6.64 | ||||
| 2025-05-05 | 13F | West Wealth Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 7,506 | -44.13 | 383 | -44.23 | ||||
| 2025-05-20 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1,115 | -42.82 | 57 | -43.43 | ||||
| 2025-08-08 | 13F/A | Sequoia Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 54,578 | -3.01 | 2,774 | -3.18 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4,817 | -15.39 | 246 | -15.52 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 545,544 | -22.73 | 27,834 | -22.77 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 22,884 | -0.17 | 1,168 | -0.26 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 27,934 | -34.21 | 1,425 | -34.24 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 5,891 | -88.59 | 301 | -88.62 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 25,995 | -9.82 | 1,326 | -9.55 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 20,198 | -4.39 | 1,031 | -4.45 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 40,462 | -36.06 | 2,064 | -36.10 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 9,407 | -1.23 | 480 | -1.44 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 17,635 | -4.89 | 900 | -4.97 | ||||
| 2025-08-08 | NP | QBDSX - Quantified Managed Income Fund Investor Class Shares | 146,017 | -38.31 | 7,450 | -37.83 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 239,094 | -14.95 | 12,199 | -15.00 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 4,763 | -11.19 | 243 | -10.99 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 61,723 | -14.10 | 3,149 | -14.15 | ||||
| 2025-05-12 | 13F | SOUTH STATE Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 94,940 | -29.67 | 4,844 | -29.72 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,508,797 | -6.83 | 127,999 | -6.89 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 7,913 | -29.71 | 404 | -29.79 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 7,710 | -3.60 | 393 | -4.15 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 7,438 | -1.35 | 379 | -1.30 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 45,718 | -2.14 | 2,333 | -2.18 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 25,992 | -6.03 | 1,326 | -6.09 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 377,295 | -3.34 | 19,250 | -3.40 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2,742,513 | -8.81 | 139,923 | -8.86 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 66,322 | -2.79 | 3,384 | -2.87 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 57,607 | -20.54 | 2,939 | -20.57 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 25,793 | -6.47 | 1,316 | -6.54 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 20,875 | -21.10 | 1 | 0.00 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 27,982 | -26.74 | 1,428 | -26.78 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 68,540 | -5.31 | 3,497 | -5.39 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 193,690 | -24.16 | 9,882 | -24.21 | ||||
| 2025-08-05 | 13F | K.J. Harrison & Partners Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Bonfire Financial | 43,248 | -2.11 | 2,207 | -2.17 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,054,300 | -5.06 | 53,790 | -5.12 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 123,526 | -6.89 | 6,302 | -6.94 | ||||
| 2025-08-14 | 13F | Kmt Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 130,922 | -5.58 | 6,680 | -5.64 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 15 | -31.82 | 1 | -100.00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 122,766 | -7.23 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 51,632 | -11.10 | 3 | 0.00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 4,000 | -30.74 | 204 | -30.61 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 29,273 | -4.77 | 1,494 | -4.84 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 10,400 | -1.89 | 531 | -2.03 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 1,840,077 | -17.28 | 93,697 | -17.53 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | Northstar Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 29,494 | -32.00 | 1,505 | -32.07 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 64,689 | -12.86 | 3,300 | -12.91 | ||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | RDA Financial Network | 13,650 | -16.03 | 696 | -16.04 | ||||
| 2025-07-23 | 13F | DMG Group, LLC | 21,721 | -6.22 | 1,108 | -6.26 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 16,112 | -24.95 | 822 | -24.93 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 906 | -21.29 | 46 | -20.69 |
