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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 35,554 | -1.27 | 1,803 | -1.26 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 4,913 | -63.59 | 249 | -63.60 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 16,914 | -9.98 | 1 | |||||
| 2025-05-07 | 13F | TCTC Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 321,100 | -3.45 | 16,283 | -3.43 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 2,186,562 | -10.74 | 110,881 | -10.72 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 17,734 | -1.19 | 899 | -1.10 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 111,382 | -10.91 | 5,648 | -10.89 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,932 | -41.60 | 98 | -41.92 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 31,353 | -69.67 | 1,590 | -69.66 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 28,684 | -3.92 | 1,455 | -3.90 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 110,790 | -0.56 | 5,617 | -0.55 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,051,596 | -20.65 | 53,326 | -20.63 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 1,103,609 | -2.36 | 55,964 | -2.34 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 261,730 | -7.31 | 13,272 | -7.29 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 2,220,761 | -1.37 | 112,615 | -1.35 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of Hawaii | 22,121 | -49.06 | 1,122 | -49.07 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 4,850 | -50.26 | 246 | -50.40 | ||||
| 2025-05-01 | 13F | Prudent Man Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 6,353 | -1.82 | 321 | -1.53 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1 | -99.67 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 81,274 | -6.65 | 4,121 | -6.64 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 23,028 | -44.84 | 1,168 | -44.56 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 88,496 | -19.29 | 4,488 | -18.85 | ||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 211,327 | -5.39 | 10,716 | -5.37 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 57,409 | -2.77 | 2,911 | -2.74 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 215,748 | -3.13 | 10,941 | -3.11 | ||||
| 2025-07-23 | 13F | Ohio National Investments, Inc. | 120,000 | -85.83 | 6,085 | -85.82 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 15,929 | -2.04 | 808 | -2.06 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 35,046 | -7.45 | 1,777 | -7.40 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 8,000 | -11.11 | 406 | -11.18 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 503,179 | -13.05 | 26 | -13.79 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 11,715 | -10.48 | 594 | -10.41 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 10,544 | -0.56 | 535 | -0.56 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 628 | -22.47 | 32 | -24.39 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 6,427 | -65.33 | 897 | -4.58 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 8,693 | -0.78 | 441 | -0.90 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1,134,217 | -0.30 | 57,516 | -0.28 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 59,466 | -27.92 | 3,016 | -27.91 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 11,250 | -7.89 | 570 | -7.92 | ||||
| 2025-05-09 | 13F | Warberg Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 10,727 | -18.99 | 544 | -19.08 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 10,967 | -4.66 | 556 | -4.63 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 80,528 | -60.92 | 4,084 | -60.91 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 34,461 | -2.31 | 1,748 | -2.29 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 43,879 | -11.92 | 2,225 | -11.88 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 4,795 | -6.44 | 243 | -6.18 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 9,633 | -28.44 | 488 | -28.45 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 835 | -66.53 | 42 | -66.67 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 770,716 | -49.71 | 39,083 | -49.70 | ||||
| 2025-04-23 | 13F | Independent Solutions Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 15,670 | -2.47 | 795 | -2.46 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 133,778 | -5.60 | 6,784 | -5.58 | ||||
| 2025-04-21 | 13F | United Advisor Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 4,183 | -9.91 | 212 | -9.79 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 13,734 | -0.71 | 696 | -0.71 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Keystone Financial Group | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 146,473 | -1.62 | 7,428 | -1.45 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 12,219 | -2.66 | 620 | -2.67 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 7,976 | -26.15 | 404 | -26.14 | ||||
| 2025-05-23 | NP | OHIO NATIONAL FUND INC - ON iShares Managed Risk Moderate Growth Portfolio | 12,730 | -16.23 | 645 | -15.80 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 8,513 | -7.16 | 432 | -7.11 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 112,990 | -0.25 | 5,730 | -0.23 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 70,488 | -21.49 | 3,574 | -21.47 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 26,331 | -3.89 | 1,335 | -3.82 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 24,281 | -35.02 | 1,231 | -35.01 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 28,807 | -16.41 | 1,461 | -16.43 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 325,337 | -40.58 | 16,491 | -40.59 | ||||
| 2025-04-10 | 13F | Lmcg Investments, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 188,668 | -4.96 | 10 | -10.00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 168,396 | -8.26 | 8,539 | -8.24 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14,802 | -0.61 | 751 | -0.66 | ||||
| 2025-04-23 | 13F | Goldstein Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Eight 31 Financial Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 5,265 | -35.49 | 267 | -35.59 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 234,646 | -7.78 | 11,899 | -7.77 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 149 | -21.16 | 8 | -22.22 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 27,004 | -2.28 | 1,369 | -2.21 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 11,774 | -18.63 | 597 | -18.55 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 5,468 | -8.87 | 277 | -8.88 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Syon Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-23 | NP | OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio | 107,668 | -46.59 | 5,458 | -46.32 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 5,733 | -66.40 | 0 | |||||
| 2025-05-05 | 13F | Heritage Investors Management Corp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 561,281 | -16.16 | 28,463 | -16.15 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6,971 | -8.22 | 354 | -8.31 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 98,888 | -39.69 | 5,015 | -39.68 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,081,085 | -17.27 | 105,533 | -17.25 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 50,343 | -38.02 | 2,553 | -38.01 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 5,727 | -6.91 | 290 | -6.75 | ||||
| 2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 6,893 | -16.37 | 350 | -16.31 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 14,059 | -10.92 | 1 | |||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 4,694 | -26.02 | 238 | -25.62 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 75,554 | -8.59 | 3,831 | -8.55 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 19,652 | -0.55 | 997 | -0.50 | ||||
| 2025-05-15 | 13F | Nia Impact Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Acute Investment Advisory, Llc | 45,986 | -41.65 | 2,332 | -41.65 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 9,925 | -11.57 | 503 | -11.60 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio | 160,000 | -77.97 | 8,114 | -77.96 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 6,017 | -18.50 | 304 | -18.28 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7,881 | -97.97 | 400 | -97.97 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 5,079 | -84.96 | 258 | -84.99 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 1,525 | -73.60 | 77 | -73.63 | ||||
| 2025-07-18 | 13F | Alley Investment Management Company, LLC | 7,393 | -2.63 | 375 | -2.60 | ||||
| 2025-07-29 | NP | TSPX - Twin Oak Active Opportunities ETF | 767,359 | -61.81 | 38,882 | -61.82 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 7,797 | -13.28 | 395 | -13.19 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 99,297 | -16.51 | 5,035 | -16.49 | ||||
| 2025-07-29 | 13F | Violich Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12,299 | -38.77 | 624 | -38.80 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Archetype Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 7,344 | -12.00 | 372 | -12.06 | ||||
| 2025-04-21 | 13F | Accelerate Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 47,717 | -1.38 | 2,420 | -1.39 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 39,783 | -14.72 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 6,482 | -28.30 | 329 | -28.38 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3 | -99.96 | 0 | -100.00 | ||||
| 2025-04-22 | 13F | Cornerstone Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 16,013 | -1.27 | 812 | -1.22 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 21,284 | -37.73 | 1,079 | -37.70 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 100 | -81.82 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,517 | -5.22 | 280 | -5.10 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 743,773 | -34.26 | 37,717 | -34.25 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 13,972 | -3.19 | 1 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 194,939 | -8.75 | 9,885 | -8.73 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 31,764 | -2.64 | 1,611 | -2.66 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 3,961 | -8.44 | 201 | -8.68 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 4,976 | -2.39 | 252 | -2.33 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 7,631 | -5.24 | 387 | -4.93 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 29,026 | -2.23 | 1,472 | -2.26 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 457,674 | -4.67 | 23,209 | -4.65 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 183,769 | -15.50 | 9,319 | -15.49 | ||||
| 2025-05-06 | 13F | Rsm Us Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 14,992 | -14.45 | 760 | -14.41 | ||||
| 2025-08-11 | 13F | Farrow Financial Inc. | 137,094 | -0.30 | 6,952 | -0.27 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,323 | -69.64 | 67 | -69.55 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 17,179 | -26.98 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Bank of Marin | 14,476 | -2.04 | 734 | -2.00 | ||||
| 2025-04-17 | 13F | Sound Income Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 184,542 | -16.03 | 9,358 | -16.01 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 253,569 | -1.47 | 12,859 | -1.45 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 66,501 | -74.57 | 3,372 | -74.57 | ||||
| 2025-04-22 | 13F | Evanson Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Blankinship & Foster, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 7,348 | -15.00 | 373 | -15.07 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 37,521 | -4.70 | 1,903 | -4.71 | ||||
| 2025-04-17 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Allie Family Office LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 177 | -33.46 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 50,772 | -6.39 | 2,575 | -6.37 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Intrepid Family Office Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 11,400 | -77.82 | 578 | -77.81 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 21,350 | -8.47 | 1,083 | -8.46 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 2,489 | -47.82 | 126 | -47.72 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 94,309 | -45.65 | 4,782 | -45.64 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 4,565 | -22.05 | 231 | -21.96 | ||||
| 2025-08-05 | 13F | Ceera Investments, Llc | 10,570 | -82.18 | 536 | -82.18 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2,644,271 | -11.43 | 133,615 | -11.73 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 81,918 | -35.52 | 4,154 | -35.50 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 20,297 | -22.70 | 1,029 | -22.69 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 2,951 | -45.18 | 150 | -45.22 | ||||
| 2025-04-17 | 13F | Optas, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 46,612 | -4.29 | 2,364 | -4.29 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 13,596 | -3.20 | 689 | -3.23 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 46,513 | -22.69 | 2,359 | -22.69 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 7,692 | -11.63 | 390 | -11.56 | ||||
| 2025-07-11 | 13F | Congress Park Capital LLC | 227,048 | -29.15 | 11,514 | -29.14 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 10,243 | -52.62 | 519 | -52.65 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 9,596 | -19.51 | 487 | -19.54 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 14,073 | -59.00 | 712 | 71,000.00 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 5,665 | -16.38 | 287 | -16.33 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 12,624 | -0.16 | 640 | -0.16 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 15,513 | -19.44 | 787 | -19.36 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 12,499 | -42.24 | 634 | -42.30 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 98,888 | -26.29 | 5,015 | -25.98 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,222 | -4.23 | 62 | -4.69 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 5,038 | -79.52 | 255 | -79.53 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3,623 | -36.09 | 184 | -36.01 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 5,569 | -12.97 | 282 | -12.69 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 53,203 | -34.53 | 2,698 | -34.52 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 11,220 | -66.12 | 569 | -66.17 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 4,556 | -75.18 | 231 | -75.16 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 133,739 | -32.49 | 6,782 | -32.49 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 7,405 | -7.25 | 376 | -7.18 | ||||
| 2025-05-15 | 13F | Buckingham Strategic Partners | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 246,515 | -0.35 | 12,501 | -0.33 | ||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Income ETF | 11,868 | -11.14 | 602 | -11.09 | ||||
| 2025-08-14 | 13F | Family Management Corp | 83,753 | -26.88 | 4,247 | -26.86 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 14,204 | -11.11 | 720 | -11.11 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 17,521 | -22.03 | 888 | -22.04 | ||||
| 2025-04-23 | 13F | Fourth Dimension Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6,740 | -0.19 | 342 | -0.29 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 32,794 | -1.95 | 1,663 | -1.95 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 119,699 | -8.85 | 6,070 | -8.83 | ||||
| 2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 114,317 | -11.76 | 5,797 | -11.74 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 32,379 | -6.32 | 1,642 | -6.34 | ||||
| 2025-04-17 | 13F | Western Pacific Wealth Management, LP | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 9,995 | -14.84 | 507 | -14.96 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 122,394 | -5.61 | 6,195 | -5.46 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Snowden Capital Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 48,187 | -5.82 | 2,444 | -5.49 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Dopkins Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 114,636 | -12.43 | 5,813 | -12.40 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 8,129 | -13.75 | 412 | -13.63 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 86,076 | -1.86 | 4,365 | -1.84 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Missouri Trust & Investment Co | 0 | -100.00 | 0 |
