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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | United Community Bank | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 14,340 | -33.48 | 352 | -30.91 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 42,262 | -1.73 | 1,037 | 2.17 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 75,277 | -35.71 | 1,847 | -33.18 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Lee Financial Co | 2,409,524 | -3.31 | 59,130 | 0.50 | ||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,696,823 | -1.11 | 42 | 2.50 | ||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-28 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 17,679 | -2.83 | 417 | -3.02 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 60,771 | -3.31 | 1,491 | 0.54 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 30,792 | -0.75 | 756 | 3.14 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 7,935 | -10.58 | 195 | -7.18 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4,607 | -24.46 | 113 | -21.13 | ||||
| 2025-05-29 | 13F | Plum Street Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 763,834 | -0.56 | 18,744 | 3.36 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 1,226,154 | -0.61 | 30,090 | 3.30 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 32,467 | -28.63 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 62,839 | -9.73 | 1,542 | -6.15 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 351,704 | -1.26 | 8,631 | 2.63 | ||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 417,042 | -2.85 | 10,234 | 0.98 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 25,951 | -42.98 | 638 | -40.69 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 15,631 | -15.45 | 384 | -12.16 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 16,538 | -10.68 | 406 | -7.32 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 13,126 | -36.68 | 322 | -34.15 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 16,252 | -11.13 | 399 | -8.08 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 1,241,457 | -2.16 | 30,465 | 1.70 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2,556 | -0.23 | 63 | 3.33 | ||||
| 2025-05-09 | 13F | NBZ Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 186,558 | -9.59 | 4,578 | -6.02 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 15,489 | -17.30 | 380 | -14.03 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Paradigm Capital Management, LLC/NV | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | First Western Trust Bank | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Fca Corp /tx | 142,188 | -0.93 | 3,489 | 2.98 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 13,644 | -4.54 | 914 | -5.19 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 779,628 | -0.42 | 19,132 | 3.51 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Armor Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 108,119 | -3.02 | 2,653 | 0.80 | ||||
| 2025-05-08 | 13F | Goodman Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 223,627 | -13.16 | 5,488 | -9.74 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 79,333 | -1.79 | 1,947 | 2.05 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 82,434 | -2.04 | 2 | 100.00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 39,649 | -34.09 | 973 | -31.55 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 32,957 | -0.83 | 809 | 3.06 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2,052,034 | -1.12 | 50,357 | 2.77 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 467,924 | -2.43 | 11,483 | 1.41 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 10,098 | -0.30 | 248 | 3.35 | ||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 13,986 | -94.75 | 346 | -94.52 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 826,453 | -3.84 | 20,281 | -0.05 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 300 | -13.04 | 7 | -12.50 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 2,310 | -8.44 | 57 | -5.08 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 587,595 | -0.92 | 14 | 0.00 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 64,175 | -0.39 | 1,575 | 3.48 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 190,275 | -1.19 | 4,669 | 2.71 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 658,466 | -0.09 | 16,159 | 3.84 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 115,871 | -1.00 | 2,843 | 2.90 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 751,724 | -2.14 | 18,447 | 1.71 | ||||
| 2025-07-24 | 13F | Ashford Advisors, LLC | 1,981,772 | -1.21 | 48,633 | 2.68 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 121,241 | -1.82 | 2,975 | 2.06 | ||||
| 2025-05-09 | 13F | Gill Capital Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 11,162 | -41.62 | 274 | -39.47 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 911 | -51.49 | 22 | -50.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 50,496 | -17.15 | 1,239 | -13.84 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 16,371 | -1.20 | 387 | 6.32 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 14,519 | -1.05 | 356 | 2.89 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 44,014 | -20.81 | 1,080 | -17.68 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 584 | -90.22 | 14 | -90.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 78,125 | -3.91 | 1,917 | -0.10 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 15,753 | -1.70 | 387 | 2.12 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 36,225 | -1.39 | 889 | 2.42 | ||||
| 2025-05-08 | 13F | Heritage Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 74,925 | -19.52 | 1,839 | -5.26 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 177,171 | -19.51 | 4 | -20.00 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 132,018 | -3.04 | 3,240 | 0.78 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 5,841,416 | -0.02 | 143,348 | 3.92 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 41,631 | -1.13 | 1,022 | 2.72 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 23,695 | -0.90 | 581 | 3.01 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 50,524 | -4.08 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 20,737 | -6.53 | 509 | -2.87 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 164,930 | -8.64 | 4,047 | -5.04 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 67,716 | -2.35 | 1,662 | 1.47 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 64,360 | -0.27 | 1,579 | 3.68 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 8,855 | -7.46 | 217 | -3.56 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 4,932 | -0.06 | 121 | 4.31 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5,832 | -3.81 | 143 | 0.00 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 17,717 | -1.80 | 435 | 2.12 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 373,221 | -40.32 | 9,159 | -37.97 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 9,206 | -2.13 | 226 | 1.35 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,954,362 | -2.01 | 72,500 | 1.85 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 47,316 | -3.97 | 1,161 | -0.17 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 10,885 | -11.39 | 267 | -7.93 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3,684 | -49.15 | 90 | -47.37 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 48,825 | -0.65 | 1,198 | 3.28 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 377,760 | -1.59 | 9,270 | 2.28 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 81,895 | -58.76 | 2,010 | -57.15 | ||||
| 2025-04-22 | 13F | Masso Torrence Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 9,086 | -72.97 | 223 | -72.01 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 189,006 | -3.59 | 4,638 | 0.22 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 941,707 | -1.81 | 23,109 | 2.06 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 66,222 | -11.94 | 1,625 | -8.45 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 666 | -69.96 | 16 | -69.23 | ||||
| 2025-04-30 | 13F | Astra Wealth Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 18,025 | -16.18 | 442 | -12.82 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 20,268 | -15.37 | 497 | -12.04 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 181,770 | -59.48 | 4,461 | -57.89 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3,524 | -51.15 | 86 | -49.41 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 113,167 | -2.52 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 593,818 | -12.45 | 14,573 | -9.00 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 38,886 | -3.63 | 954 | 0.21 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 59,128 | -0.69 | 1,451 | 3.27 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 5,853 | -23.85 | 144 | -20.99 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 28,014 | -71.21 | 687 | -70.09 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 35,387 | -6.08 | 868 | -2.36 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 1,544 | -40.29 | 38 | -39.34 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 3,146,237 | -28.27 | 77,209 | -25.45 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 719 | -95.28 | 204 | -43.33 | ||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | First Community Trust Na | 2,979 | -50.00 | 73 | -47.86 | ||||
| 2025-05-01 | 13F | Fifth Third Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 343,549 | -52.34 | 8,431 | -50.47 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 86,083 | -3.67 | 2,112 | 0.14 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 982,252 | -0.27 | 24,104 | 3.66 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 17,017 | -4.33 | 418 | -0.48 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 8,220 | -23.97 | 202 | -21.48 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 59,803 | -8.70 | 1,467 | -0.27 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 15,647 | -0.27 | 384 | 3.51 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 446,865 | -5.48 | 11 | -9.09 | ||||
| 2025-05-13 | 13F | Cookson Peirce & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Verum Partners LLC | 253,826 | -6.63 | 6,229 | -2.96 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 15,589 | -5.15 | 383 | -0.52 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 55,156 | -2.66 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 95,830 | -1.25 | 2,352 | 2.62 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 31,450 | -5.45 | 1 | |||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 1,241,457 | -2.16 | 30,465 | 1.70 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 17,160 | -76.24 | 426 | -73.60 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 22,120 | -9.43 | 543 | -6.23 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 76,734 | -29.87 | 1,883 | -27.10 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 36,099 | -1.50 | 886 | 2.31 | ||||
| 2025-08-07 | 13F | Wealth Forward, LLC | 490,770 | -0.95 | 12,043 | 2.95 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 544,849 | -0.42 | 13,371 | 3.50 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 35,122 | -10.68 | 862 | -7.22 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 26,039 | -0.18 | 639 | 3.74 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,867,518 | -20.50 | 45,785 | -17.45 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 3,314 | -73.81 | 81 | -72.82 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 8,535 | -22.66 | 209 | -19.62 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 21,485 | -1.06 | 531 | 6.00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5,518 | -17.60 | 0 | |||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 2,130,599 | -0.49 | 52,285 | 3.43 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-30 | 13F | Round Rock Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 283,545 | -10.94 | 6,958 | -7.42 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 59,829 | -1.46 | 1,468 | 2.44 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 16,058 | -0.61 | 394 | 3.41 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,419,698 | -0.56 | 34,839 | 3.36 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 261,186 | -3.36 | 6,410 | 0.44 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 106,079 | -17.94 | 2,654 | -4.74 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 351,269 | -3.36 | 8,620 | 0.45 | ||||
| 2025-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 12,727 | -2.97 | 312 | 0.97 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 1,302 | -25.04 | 32 | -24.39 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 135,035 | -28.60 | 3,314 | -25.80 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 28,089 | -3.02 | 689 | 0.88 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 19,839 | -77.59 | 487 | -76.75 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 62,162 | -6.40 | 1,525 | -2.74 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,966 | -70.22 | 48 | -69.03 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 130,518 | -1.63 | 3,203 | 2.23 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 26,001 | -10.31 | 1 | |||||
| 2025-08-12 | 13F | Bokf, Na | 54 | -86.57 | 1 | -88.89 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 356,328 | -1.48 | 8,744 | 2.40 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 470,486 | -2.22 | 11,546 | 1.58 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | RHS Financial, LLC | 327,963 | -4.65 | 8,048 | -0.90 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 1,059,490 | -3.91 | 26,000 | -0.13 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 55,762 | -2.29 | 1,368 | 1.56 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 10,114 | -96.45 | 248 | -96.31 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 56,984 | -2.09 | 1,398 | 1.75 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 382,532 | -0.86 | 9,387 | 3.04 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 20,659 | -48.44 | 515 | -41.86 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 582 | -87.07 | 14 | -86.79 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 31 | -96.31 | 1 | -100.00 | ||||
| 2025-07-24 | 13F | Allen Wealth Management, Llc | 955,540 | -0.81 | 23,449 | 3.09 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 47,028 | -58.40 | 1,154 | -56.76 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 55,615 | -1.80 | 1,365 | 2.02 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 95,502 | -57.26 | 2,344 | -55.59 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 480,087 | -0.08 | 11,781 | 3.85 | ||||
| 2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 32,045 | -53.41 | 786 | -51.66 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 9,033 | -8.41 | 222 | -4.74 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 20,557 | -5.18 | 504 | -1.37 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 62,541 | -49.16 | 1,535 | -47.18 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 17,293 | -23.62 | 424 | -20.60 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 90,467 | -0.81 | 2,220 | 3.11 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 180,370 | -0.30 | 4,426 | 3.63 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 11,545 | -40.70 | 0 | |||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 1,061,948 | -0.47 | 26,060 | 3.45 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 31,407 | -10.04 | 771 | -6.55 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 75,171 | -67.50 | 1,845 | -66.23 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 2,277 | -4.41 | 56 | -1.79 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 12,063 | -11.74 | 296 | -8.07 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 558,014 | -5.65 | 13,694 | -1.94 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 267,366 | -18.53 | 6,561 | -15.32 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 12,991 | -8.39 | 319 | -4.79 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 5,184 | -92.94 | 127 | -92.67 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 8,984 | -0.60 | 220 | 3.29 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 5,095 | -66.46 | 125 | -65.08 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 74,082 | -68.72 | 1,818 | -67.51 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 616,553 | -2.02 | 15,130 | 1.84 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 15,684 | -28.35 | 385 | -25.58 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 230,749 | -12.67 | 5,663 | -9.23 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 129,836 | -1.67 | 3,186 | 2.21 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 18,689 | -13.00 | 459 | -9.66 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 13,713 | -1.29 | 337 | 2.75 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 1,353,683 | -4.56 | 33,219 | -0.80 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 23,509 | -37.13 | 577 | -34.69 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 67,485 | -5.43 | 1,656 | -1.66 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 9,977 | -7.38 | 245 | -3.94 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 86,052 | -7.81 | 2,112 | -4.18 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 14,690 | -0.90 | 360 | 3.15 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 417,958 | -5.19 | 10,257 | -1.46 | ||||
| 2025-07-11 | 13F | UMA Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 22,518 | -7.12 | 553 | -3.50 |
