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.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 28,163 | -11.66 | 501 | -10.54 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 18,340 | -14.60 | 326 | -12.60 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 397,326 | -13.96 | 7,072 | -12.94 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 129,312 | -3.42 | 2,302 | -2.29 | ||||
| 2025-05-29 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 125,200 | -42.01 | 2,202 | -42.37 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 65,700 | -45.11 | 1,156 | -45.47 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 38,866 | -21.60 | 692 | -20.76 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 840,425 | -0.90 | 14,960 | 0.29 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 46,647 | -3.27 | 830 | -2.12 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 15,491 | -19.74 | 276 | -18.88 | ||||
| 2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 2,183,041 | -13.70 | 38,858 | -12.67 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 34,150 | -7.91 | 608 | -6.90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,104,882 | -8.32 | 37,468 | -7.22 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 13,298 | -10.55 | 237 | -9.58 | ||||
| 2025-04-11 | 13F | Ehrlich Financial Group | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 23,693 | -2.22 | 422 | -1.17 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 31,092 | -10.46 | 553 | -9.34 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 13,848,675 | -3.58 | 246,506 | -2.43 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 117,959 | -5.30 | 2,100 | -4.20 | ||||
| 2025-05-13 | 13F | Vestmark Advisory Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 46,439 | -4.45 | 827 | -3.28 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 70,627 | -3.49 | 1,257 | -2.33 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 14,342 | -8.51 | 255 | -7.27 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 781,664 | -16.01 | 13,914 | -15.01 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 7,301 | -17.17 | 130 | -16.77 | ||||
| 2025-08-12 | 13F | Barings Llc | 596,147 | -4.22 | 10,611 | -3.08 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 44,871 | -24.30 | 799 | -23.64 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 48,366 | -7.99 | 861 | -6.93 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 87,109 | -6.15 | 2 | 0.00 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Claro Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 57,850 | -5.52 | 1,030 | -4.46 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 133,016 | -4.28 | 2,368 | -3.15 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 44,414 | -10.54 | 760 | -13.75 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 20,600 | -9.12 | 367 | -8.04 | ||||
| 2025-05-16 | 13F/A | Goldman Sachs Group Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,058,221 | -0.82 | 36,636 | 0.36 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 137,676 | -44.28 | 2,451 | -43.63 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,251,379 | -9.46 | 22 | -8.33 | ||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 392,700 | -48.57 | 6,990 | -47.96 | ||||
| 2025-05-12 | 13F | Cooper Financial Group | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Advisor OS, LLC | 56,193 | -9.63 | 1,000 | -8.51 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 367,860 | -1.20 | 6,548 | -0.03 | ||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 21,590 | -4.43 | 384 | -3.27 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 26,765 | -12.10 | 0 | |||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 15,325 | -12.02 | 273 | -11.11 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 43,650 | -13.87 | 777 | -12.91 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 234 | -33.14 | 4 | -33.33 | ||||
| 2025-08-12 | 13F | Quantum Private Wealth, LLC | 33,670 | -15.12 | 599 | -14.06 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 172,697 | -1.16 | 3,074 | 0.03 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 14,572 | -5.14 | 259 | -4.07 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 172,590 | -4.69 | 3,072 | -3.55 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 926,339 | -0.32 | 16,489 | 0.87 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 36,388 | -0.24 | 648 | 0.94 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 32,499 | -14.28 | 578 | -13.21 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 252,027 | -0.31 | 4,486 | 0.90 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 51,422,137 | -1.66 | 915,314 | -0.48 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 13,526 | -10.19 | 241 | -9.09 | ||||
| 2025-07-17 | 13F | City Holding Co | 147,787 | -0.75 | 2,629 | 0.38 | ||||
| 2025-08-14 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 286,378 | -2.70 | 5,098 | -1.55 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 23,952 | -10.30 | 2,160 | 9.87 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | Choice Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 844,334 | -15.10 | 15,029 | -14.09 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 2,500 | -13.79 | 44 | -13.73 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 35,531 | -3.47 | 635 | -0.47 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 15,832 | -1.58 | 282 | -0.35 | ||||
| 2025-08-06 | 13F | Price Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Platform Technology Partners | 20,499 | -12.65 | 365 | -11.65 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 52,135 | -44.23 | 935 | -43.19 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 14,645,247 | -2.49 | 260,685 | -1.33 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 286,364 | -8.42 | 5,097 | -7.33 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 20,761 | -19.02 | 370 | -18.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 389,526 | -4.71 | 6,934 | -3.57 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 19,649 | -4.37 | 350 | -3.32 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 11,594 | -10.41 | 206 | -9.25 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 227,977 | -45.71 | 4,058 | -45.08 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 51,085 | -2.65 | 51 | -1.92 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 156,663 | -3.07 | 2,789 | -1.93 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 2,468,357 | -3.82 | 43,937 | -2.67 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 62,286 | -2.24 | 1,109 | -1.07 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Apollon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 1,154,684 | -7.27 | 20,553 | -6.16 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 41,380 | -4.67 | 737 | -3.54 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 80,439 | -41.52 | 1,432 | -40.84 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 30,667 | -16.99 | 546 | -16.02 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 14,466 | -13.22 | 257 | -12.29 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 49,228 | -0.33 | 1 | |||||
| 2025-05-14 | 13F | Atomi Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 10,890 | -11.95 | 196 | -8.41 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 1,376,158 | -0.39 | 24,496 | 0.80 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 5,569 | -0.89 | 99 | 1.02 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 351 | -7.39 | 6 | 0.00 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 61,338 | -1.20 | 1,092 | -0.09 | ||||
| 2025-05-08 | 13F | Mesirow Financial Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 158,565 | -1.19 | 2,822 | 0.00 | ||||
| 2025-05-15 | 13F | Garden State Investment Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Ballentine Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 13,325 | -6.67 | 237 | -5.58 | ||||
| 2025-08-11 | 13F | Chiron Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 241,246 | -0.55 | 4 | 0.00 | ||||
| 2025-05-13 | 13F | Eldridge Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 116,768 | -4.67 | 2 | 0.00 | ||||
| 2025-05-05 | 13F | Peterson Wealth Services | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,500 | -44.93 | 27 | -44.68 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 32,117 | -14.87 | 572 | -13.88 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 11,303 | -2.27 | 201 | -0.99 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 667,905 | -0.68 | 11,715 | 1.05 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 39,657 | -11.60 | 706 | -10.65 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 6,500 | -72.70 | 116 | -72.49 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 43,260 | -11.59 | 770 | -10.47 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 89,708 | -1.16 | 1,597 | 0.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 17,734 | -2.87 | 316 | -1.87 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 12,546 | -93.21 | 223 | -93.14 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 50,099 | -0.01 | 892 | 1.14 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,773 | -0.28 | 31 | 0.00 | ||||
| 2025-05-06 | 13F | Triumph Capital Management | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Savant Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 15,154 | -13.91 | 270 | -12.94 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 12,748 | -9.77 | 227 | -8.87 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 8,740,949 | -1.56 | 155,589 | -0.39 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 24,362 | -3.78 | 434 | -2.70 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 79,982 | -8.62 | 1,424 | -7.54 | ||||
| 2025-05-13 | 13F | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 91,255 | -6.41 | 1,624 | -5.31 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 41,503 | -4.85 | 739 | -3.78 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 17,668 | -4.78 | 314 | -3.68 | ||||
| 2025-04-09 | 13F | Baxter Bros Inc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F/A | Venture Visionary Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 400 | -92.91 | 7 | -92.93 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 13,072 | -22.20 | 233 | -21.36 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 32,442 | -13.35 | 577 | -12.31 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 57,001 | -6.79 | 1,015 | -5.67 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Fairway Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 157,272 | -30.80 | 2,799 | -29.97 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 24,148 | -16.02 | 430 | -15.05 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 39,484 | -0.92 | 703 | 0.29 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 11,985 | -17.26 | 213 | -16.14 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 235,626 | -5.37 | 4,194 | -4.22 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 102,159 | -3.09 | 1,818 | -1.94 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 88,145 | -48.24 | 1,569 | -47.65 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 1,536,026 | -17.12 | 27,344 | -16.13 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 5,051 | -5.75 | 0 | |||||
| 2025-04-18 | 13F | CENTRAL TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 81,551 | -0.79 | 1,452 | 0.42 | ||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 18,978 | -19.62 | 338 | -18.80 | ||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 1,413,382 | -0.10 | 25,158 | 1.09 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 19,551 | -29.62 | 348 | -28.89 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 346,068 | -0.46 | 6,160 | 0.74 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 684,966 | -3.45 | 12,192 | -2.29 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 127,468 | -1.33 | 2,269 | -0.18 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 77,718 | -16.55 | 1,383 | -15.57 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 11,858 | -87.67 | 211 | -87.53 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 395,428 | -11.08 | 7,039 | -10.02 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 138,592 | -22.99 | 2,467 | -22.09 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 30,844 | -35.86 | 549 | -35.03 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 24,871 | -35.20 | 443 | -34.52 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 53,772 | -8.06 | 957 | -6.91 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 119,681 | -2.33 | 2,130 | -1.16 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 313,372 | -23.17 | 5,578 | -22.25 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 128,235 | -0.77 | 2,283 | 0.40 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 85,958 | -1.20 | 1,530 | 0.00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 25,789 | -3.99 | 459 | -2.75 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 530,667 | -5.44 | 9,483 | -3.93 | ||||
| 2025-07-28 | 13F | Essex LLC | 61,441 | -2.15 | 1,094 | -1.00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 165,887 | -0.16 | 2,953 | 1.03 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 13 | -89.60 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 219,732 | -47.98 | 3,911 | -47.35 | ||||
| 2025-07-10 | 13F | Security National Bank | 7,459 | -43.13 | 133 | -42.61 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 327,087 | -5.83 | 5,822 | -4.70 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 10,344 | -5.18 | 184 | -3.66 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 49,747 | -6.92 | 885 | -5.85 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 35,000 | -0.81 | 623 | -0.16 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 11,030 | -23.02 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 21,578 | -17.32 | 384 | -16.34 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 293,418 | -3.53 | 5,223 | -2.37 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 578,505 | -2.19 | 10,268 | -1.30 | ||||
| 2025-07-25 | 13F/A | Vivaldi Asset Management, LLC | 0 | -100.00 | 0 |
