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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 82,694 | -5.52 | 3,309 | 4.62 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 5,178 | -23.54 | 207 | -15.16 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 177,885 | -9.97 | 7,119 | -0.31 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 146,664,554 | -1.58 | 5,869,515 | 8.98 | ||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 14,850 | -0.46 | 594 | 10.20 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 356 | -0.28 | 14 | 16.67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 804,228 | -1.39 | 32 | 10.34 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 309 | -26.78 | 12 | -20.00 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 403,599 | -0.22 | 16,152 | 10.49 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 21,747 | -33.81 | 870 | -26.71 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 17,199 | -6.32 | 688 | 3.77 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 10,049 | -29.06 | 402 | -21.33 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 28,835 | -29.04 | 1,154 | -21.46 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 15,101 | -18.95 | 604 | -10.25 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10,829 | -7.19 | 433 | 2.85 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 224,165 | -0.40 | 8,971 | 10.29 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 83,045 | -9.80 | 3,323 | -0.12 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 233,710 | -0.48 | 9,353 | 10.20 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5,586 | -11.53 | 224 | -2.19 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 9,983 | -2.23 | 400 | 8.13 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 12,834 | -2.43 | 514 | 8.00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 32,768 | -8.73 | 1,312 | 1.16 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1,167 | -14.19 | 47 | -6.12 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 14,087 | -23.49 | 564 | -15.34 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 10 | -98.44 | 111 | 378.26 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 21,125 | -3.33 | 845 | 7.10 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 113,350 | -1.33 | 4,536 | 9.27 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 510,193 | -3.40 | 20,418 | 6.97 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 57,698 | -12.34 | 2,309 | -2.90 | ||||
| 2025-05-08 | 13F | Goodman Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 649,746 | -4.57 | 26,003 | 5.67 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 46,674 | -1.48 | 1,868 | 9.05 | ||||
| 2025-05-09 | 13F | NBZ Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 28,674 | -8.49 | 1,142 | 0.88 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 5,427 | -6.94 | 217 | 3.33 | ||||
| 2025-05-08 | 13F | Pasadena Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | -100.00 | 0 | |||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 25,153 | -7.00 | 881 | -8.52 | ||||
| 2025-05-02 | 13F | United Community Bank | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 1,049,211 | -22.52 | 41,989 | -6.64 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 376,251 | -1.25 | 15,058 | 9.35 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 849,185 | -0.66 | 33,984 | 10.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 78,704 | -4.12 | 3,150 | 6.17 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 43,982 | -16.41 | 1,760 | -7.42 | ||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 105,942 | -3.72 | 4,240 | 6.61 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,044,759 | -28.22 | 41,749 | -20.66 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 888,264 | -14.64 | 35,548 | -5.47 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 23,132 | -2.05 | 926 | 8.44 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 48,544 | -1.01 | 1,943 | 9.59 | ||||
| 2025-04-15 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 52,894 | -3.89 | 2,124 | 6.52 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Marquette Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Destination Wealth Management | 6,545 | -0.15 | 262 | 10.59 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 339,194 | -2.67 | 13,575 | 7.77 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 6,518 | -27.02 | 261 | -19.25 | ||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 14,226 | -4.40 | 569 | 5.96 | ||||
| 2025-05-02 | 13F | Bogart Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 970,867 | -3.36 | 38,854 | 7.02 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 12,807 | -1.82 | 513 | 8.70 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 12,843 | -0.23 | 514 | 10.32 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 16,906 | -10.37 | 677 | 11.18 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 5,873 | -13.77 | 235 | -4.47 | ||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 55,847 | -1.45 | 2,235 | 9.08 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 38,355 | -7.78 | 1,535 | 2.06 | ||||
| 2025-04-28 | 13F | FSM Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 29,086 | -1.09 | 1,164 | 9.60 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 48,023 | -1.38 | 1,922 | 9.21 | ||||
| 2025-04-21 | 13F | Provident Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 247,287 | -3.19 | 9,896 | 7.20 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 17,742 | -1.36 | 710 | 9.23 | ||||
| 2025-04-23 | 13F | Chevy Chase Trust Holdings, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 7,451 | -0.94 | 298 | 9.96 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 60,799 | -0.34 | 2,433 | 10.39 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 10,628 | -2.76 | 0 | |||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 46,970 | -4.54 | 1,880 | 5.68 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3,453 | -3.20 | 138 | 7.81 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 283,772 | -2.75 | 11,357 | 7.68 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8,245 | -0.16 | 341 | 11.48 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 34,808 | -0.09 | 1,393 | 10.64 | ||||
| 2025-08-12 | 13F | Ade, Llc | 6,653 | -8.99 | 266 | 0.76 | ||||
| 2025-07-16 | 13F | American National Bank | 1,046 | -8.57 | 42 | 0.00 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Regions Financial Corp | 9,708,841 | -14.52 | 388,548 | -5.34 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 8,434 | -1.92 | 338 | 8.71 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 28,140 | -20.94 | 1,126 | -12.44 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 2,234 | -10.28 | 91 | 0.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 4,289,070 | -25.86 | 171,649 | -17.90 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 142,219 | -2.16 | 5,692 | 8.34 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 31,370 | -18.14 | 1,250 | -9.75 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1,114 | -94.36 | 45 | -93.84 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 45,989 | -0.33 | 1,840 | 10.38 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 363,316 | -0.24 | 14,540 | 10.47 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 7,227 | -11.14 | 289 | -1.37 | ||||
| 2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,471 | -62.58 | 59 | -59.15 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 2,011 | -49.26 | 80 | -44.06 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 24,845 | -8.73 | 994 | 1.12 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 81,879 | -2.60 | 3,277 | 7.83 | ||||
| 2025-05-16 | 13F | American Trust | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 51,987 | -0.83 | 2,081 | 9.82 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 44,348 | -2.06 | 1,775 | 8.44 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 13,710 | -77.60 | 549 | -75.21 | ||||
| 2025-07-30 | 13F | Family Capital Trust Co | 1,379 | -1.57 | 55 | 10.00 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 146,960 | -3.72 | 5,873 | 6.32 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 1,428,631 | -4.84 | 51,631 | 3.55 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 6,724 | -3.28 | 269 | 7.17 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 296,933 | -15.89 | 11,884 | -6.86 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 11,627 | -6.99 | 465 | 3.10 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 280,358 | -9.76 | 11,220 | -0.08 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 9,089 | -5.00 | 364 | 5.22 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 1,158,849 | -22.47 | 46,377 | -14.14 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 82,341 | -4.69 | 3,295 | 5.54 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 393,841 | -1.69 | 15,762 | 8.87 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 26,602 | -1.69 | 1,065 | 8.90 | ||||
| 2025-08-25 | NP | AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I | 421,442 | -21.60 | 16,866 | -13.18 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 5,309 | -12.98 | 212 | 4.95 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 776,731 | -1.25 | 31,085 | 9.35 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 2,522,946 | -2.44 | 101 | 7.53 | ||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 7,212 | -38.13 | 289 | -31.59 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 59,313 | -8.53 | 2,374 | 5.80 | ||||
| 2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 486,031 | -23.14 | 19,451 | -14.89 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 18,541 | -9.93 | 742 | -0.13 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 79,819 | -3.35 | 3,194 | 7.04 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 7,640 | -1.86 | 306 | 8.54 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 39,882 | -5.21 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 46,843 | -0.30 | 1,875 | 10.37 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 130,488 | -0.56 | 5,222 | 10.12 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 54,861 | -0.10 | 2,196 | 10.64 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,436,472 | -2.10 | 57,488 | 8.41 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 1,828,746 | -0.94 | 66,091 | 7.79 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 6,485 | -2.61 | 270 | 8.00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Verum Partners LLC | 367,541 | -0.22 | 14,709 | 10.50 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 113,386 | -18.68 | 3,766 | -25.27 | ||||
| 2025-07-16 | 13F | Novem Group | 79,634 | -4.35 | 3,187 | 5.92 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 5,372 | -6.57 | 215 | 3.38 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 304,703 | -5.06 | 12,194 | 5.14 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 14,580 | -15.06 | 583 | -5.97 | ||||
| 2025-05-02 | 13F | Fortress Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 30,010 | -23.54 | 1,201 | -15.30 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 130,632 | -1.51 | 5,228 | 9.05 | ||||
| 2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 717,456 | -13.52 | 27,995 | -5.02 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 198,224 | -12.20 | 7,933 | -2.77 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 54,106 | -13.58 | 2,165 | -4.29 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 49,128 | -39.27 | 1,966 | -32.74 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 119,162 | -7.00 | 4,769 | 2.98 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 47,785 | -10.70 | 1,912 | -1.09 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 158,521 | -0.91 | 6,344 | 9.72 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 205,809 | -24.19 | 8,236 | -16.05 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 536,476 | -2.92 | 21 | 10.53 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 155,323 | -32.13 | 6,216 | -24.84 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 167,606 | -16.39 | 6,708 | -7.43 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 6,599 | -5.21 | 264 | 5.18 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 584,198 | -4.47 | 23,380 | 5.79 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 5,670 | -0.94 | 227 | 9.71 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 149,687 | -1.63 | 6,062 | 11.62 | ||||
| 2025-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 164,758 | -1.39 | 6,594 | 9.19 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 21,140 | -7.73 | 846 | 2.17 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2,803,273 | -21.29 | 112,175 | -12.85 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Solitude Financial Services | 554,053 | -1.00 | 22,173 | 9.64 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 6,204 | -17.38 | 248 | -8.49 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 7,013 | -2.96 | 281 | 7.28 | ||||
| 2025-04-15 | 13F | Foresight Capital Management Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 139,572 | -0.89 | 6 | 0.00 | ||||
| 2025-07-22 | 13F | Davidson Kahn Capital Management, LLC | 19,207 | -0.97 | 769 | 9.71 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,775 | -13.33 | 71 | -4.05 | ||||
| 2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 140,529 | -40.79 | 5,483 | -34.97 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 59,098 | -36.97 | 2,365 | -30.19 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 149,910 | -9.47 | 5,999 | 0.25 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 8,435 | -42.50 | 338 | -36.42 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 99,158 | -0.08 | 4 | 0.00 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Peoples Bank /oh | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 22,206 | -4.35 | 889 | 5.84 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 51 | -85.17 | 2 | -83.33 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 21,783 | -9.86 | 872 | -0.23 | ||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 1,146,101 | -26.05 | 44,721 | -18.79 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 72,714 | -9.01 | 2,910 | 0.76 | ||||
| 2025-04-22 | 13F | Register Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 9,035 | -4.19 | 362 | 6.18 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 7,700 | -1.00 | 308 | 9.61 | ||||
| 2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 2,905,155 | -8.31 | 113,359 | 0.70 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 25,654 | -15.68 | 1,027 | -6.64 | ||||
| 2025-05-02 | 13F | Armor Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 12,789 | -10.98 | 512 | -1.54 | ||||
| 2025-05-14 | 13F | JustInvest LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6,429 | -33.63 | 0 | |||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 14,239 | -0.38 | 570 | 10.27 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 40,424 | -0.17 | 1,618 | 10.53 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8,018 | -45.58 | 321 | -34.56 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 26,476 | -23.32 | 1,060 | -15.08 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 5,752 | -0.10 | 230 | 10.58 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 9,874 | -21.64 | 395 | -13.19 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5,504 | -22.02 | 220 | -15.38 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 46,912 | -44.24 | 1,877 | -38.26 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 8,189 | -3.83 | 328 | 6.51 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 405,048 | -9.74 | 16,210 | -0.05 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 16,452 | -2.52 | 658 | 8.05 | ||||
| 2025-04-29 | 13F | Rice Partnership, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Dupree Financial Group, LLC | 39,711 | -7.63 | 1,589 | 2.32 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 22,076 | -93.98 | 1 | -100.00 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 6,500 | -0.25 | 260 | 10.64 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 4,277 | -5.88 | 171 | 4.27 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 37,900 | -5.96 | 1,517 | 4.12 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 94,919 | -13.85 | 3,430 | -3.57 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 1,350,189 | -5.49 | 54,035 | 4.66 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 502,402 | -25.44 | 20,106 | -17.44 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 16,159 | -0.79 | 647 | 9.86 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 17,742 | -1.85 | 710 | 8.73 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 6,371 | -9.31 | 255 | 0.40 | ||||
| 2025-05-01 | 13F | BankPlus Trust Department | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 5,966 | -10.46 | 239 | -0.83 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 4,230 | -2.47 | 0 | |||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1,500 | -57.14 | 60 | -52.38 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5,193 | -39.56 | 208 | -33.23 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 19,702 | -4.69 | 788 | 5.49 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2,000 | -69.67 | 80 | -66.39 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 504,303 | -0.67 | 20,182 | 10.00 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 |
