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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 10,690 | -0.07 | 462 | 8.96 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 698 | -93.77 | 30 | -93.24 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | G&S Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Orser Capital Management, Llc | 28,354 | -55.61 | 5,184 | -52.52 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 21,088 | -0.29 | 911 | 8.58 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 110,019 | -8.75 | 5 | 0.00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 90,023 | -0.08 | 3,891 | 8.81 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 49,661 | -3.36 | 2,146 | 5.25 | ||||
| 2025-08-04 | 13F | Balentine LLC | 155,666 | -0.93 | 6,728 | 7.87 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,887 | -56.45 | 125 | -52.85 | ||||
| 2025-07-18 | 13F | Vicus Capital | 16,259 | -13.52 | 703 | -5.90 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FINT - Frontier Asset Total International Equity ETF | 194,775 | -10.71 | 8,033 | -5.29 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 16,782 | -7.36 | 725 | 0.83 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 1,044,514 | -8.43 | 44,340 | -2.07 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5,403 | -3.48 | 234 | 4.95 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 64,174 | -7.26 | 2,774 | 0.98 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 109,476 | -12.91 | 4,732 | -5.17 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 7,215 | -35.05 | 312 | -24.51 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 237,097 | -0.34 | 10,247 | 8.53 | ||||
| 2025-05-09 | 13F | Hemington Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 24,232 | -16.08 | 1,034 | -9.77 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 119,505 | -4.30 | 5,165 | 4.22 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 43,634 | -4.53 | 1,886 | 3.91 | ||||
| 2025-04-18 | 13F | Insigneo Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Golden State Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 5,654 | -14.46 | 245 | -6.87 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 155,380 | -0.02 | 6,716 | 8.87 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 5,038,993 | -15.18 | 217,785 | -7.63 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 256,806 | -14.84 | 11,099 | -7.27 | ||||
| 2025-07-07 | 13F | Trust Co | 22,649 | -4.78 | 979 | 3.60 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 25,953 | -1.12 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 184,963 | -0.29 | 7,994 | 8.58 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 9,229 | -1.17 | 0 | |||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 52,868 | -0.15 | 2,285 | 8.71 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 219,213 | -17.16 | 9,474 | -9.80 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 5,406 | -8.85 | 234 | -0.85 | ||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 25,475 | -88.16 | 1,096 | -86.93 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 11,890 | -24.06 | 514 | -17.39 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 394,681 | -21.74 | 17,058 | -14.78 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 420,269 | -8.04 | 17,996 | -1.23 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 53,766 | -0.93 | 2,324 | 15.34 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 38,985 | -2.23 | 1,685 | 6.45 | ||||
| 2025-05-08 | 13F | Squire Investment Management Company, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | Unique Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Catalyst Capital Advisors LLC | 1,509,275 | -7.64 | 65,231 | 0.57 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 201,101 | -3.40 | 8,692 | 5.19 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 111,886 | -50.94 | 4,836 | -46.58 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 95,476 | -13.56 | 4,126 | -5.86 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 269,267 | -4.63 | 11,638 | 3.85 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 255,315 | -2.47 | 11,035 | 6.21 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 23,550 | -95.02 | 1,018 | -94.58 | ||||
| 2025-04-25 | 13F | Valley National Advisers Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 8,878 | -27.69 | 384 | -21.36 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 87,705 | -5.59 | 3,481 | -2.71 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 24,906 | -4.43 | 1,076 | 4.06 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 28,603 | -27.86 | 1,236 | -21.42 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 235,074 | -6.23 | 10,160 | 2.10 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 201,044 | -1.29 | 8,689 | 7.48 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 37,744 | -0.52 | 1,498 | -0.47 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 6,885 | -0.04 | 298 | 8.79 | ||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 246,134 | -5.66 | 11 | 0.00 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 66,756 | -0.29 | 2,854 | 5.70 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 30,269 | -2.03 | 1,308 | 6.69 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 176,435 | -6.14 | 7,626 | 2.20 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 45,025 | -0.63 | 1,946 | 8.18 | ||||
| 2025-04-10 | 13F | Hennion & Walsh Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Millburn Ridgefield Corp | 1,509,275 | -7.64 | 65,231 | 0.57 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 49,197 | -33.49 | 2,126 | -22.55 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 51,711 | -8.84 | 2,235 | -0.76 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 7,524 | -38.33 | 317 | -36.67 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 6,942 | -0.56 | 300 | 8.30 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 32,146 | -1.40 | 1,389 | 7.34 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 7,425 | -64.84 | 295 | -64.32 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 10,446 | -3.93 | 451 | 4.64 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 51,863 | -0.65 | 2,242 | 8.21 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 24,275 | -11.99 | 1,049 | -4.11 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 9,383 | -2.18 | 406 | 13.76 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 104,619 | -1.35 | 4,522 | 7.41 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 297 | -1.00 | 13 | 9.09 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8,715 | -90.53 | 362 | -90.08 | ||||
| 2025-05-14 | 13F | Apexium Financial, Lp | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 13,752 | -27.47 | 594 | -21.01 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 122 | -98.40 | 5 | -98.34 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 9,142 | -15.89 | 395 | -1.99 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 56,286 | -1.43 | 2,433 | 7.33 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 150,777 | -31.20 | 6,517 | -25.08 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 187,842 | -0.45 | 8,119 | 8.41 | ||||
| 2025-08-14 | 13F | Bank of Marin | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Quattro Financial Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 25,864 | -7.50 | 1,118 | 0.72 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 168,442 | -3.13 | 7,280 | 5.49 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 8,803 | -7.24 | 380 | 1.06 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 331,529 | -4.78 | 14,329 | 3.69 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 8,771 | -33.61 | 379 | -27.67 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1 | -97.37 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 87,799 | -43.53 | 3,795 | -38.51 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 13,948 | -7.94 | 601 | -0.17 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Valence8 US LP | 905,304 | -13.05 | 39,127 | -5.31 | ||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 5,427 | -14.13 | 235 | -6.40 | ||||
| 2025-05-15 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 249,332 | -9.97 | 10,776 | -1.98 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 54,049 | -4.96 | 2,336 | 3.46 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 60,355 | -79.86 | 3 | -81.82 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 734 | -51.87 | 0 | |||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 70,873 | -6.50 | 3,063 | 1.83 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 361,489 | -1.78 | 15,624 | 6.96 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 132,138 | -9.25 | 5,603 | -3.84 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 20,895 | -2.24 | 903 | 6.49 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 51,401 | -20.46 | 2,222 | -13.38 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8,422 | -2.27 | 364 | 6.43 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 15,070 | -25.16 | 651 | -18.52 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Abel Hall, LLC | 8,519 | -8.66 | 368 | -0.54 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 24,702 | -56.37 | 1,068 | -52.51 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 64,492 | -3.07 | 2,787 | 12.88 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 593,917 | -16.88 | 25,669 | -9.48 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 10,096 | -10.22 | 0 | |||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 8,797 | -1.23 | 380 | 7.65 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 16,542 | -2.72 | 715 | 5.93 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 9,702 | -7.44 | 419 | 0.72 | ||||
| 2025-04-14 | 13F | WFA Asset Management Corp | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1,050,267 | -1.82 | 45,393 | 6.92 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 528,040 | -1.79 | 22,711 | 3.29 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 51,426 | -4.16 | 2,223 | 4.37 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,595 | -6.94 | 59 | -13.24 | ||||
| 2025-04-21 | 13F | Hartford Financial Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Wealth Group Ltd | 20,579 | -3.55 | 889 | 5.08 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 33,668 | -15.52 | 1,455 | -7.97 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 5,318 | -14.45 | 230 | -6.91 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 125,379 | -15.94 | 5,369 | -6.81 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 133,546 | -49.51 | 5,772 | -41.72 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 50,489 | -0.32 | 2,182 | 8.56 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 11,047 | -2.33 | 477 | 6.47 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | TFC Financial Management | 10,725 | -5.46 | 464 | 2.89 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 32,666 | -0.93 | 1,412 | 7.87 | ||||
| 2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 1,235,245 | -6.07 | 52,893 | 0.89 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 7,601 | -78.93 | 329 | -77.08 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 91,419 | -5.72 | 3,951 | 2.68 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 88,774 | -2.77 | 3,837 | 5.88 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 12,130 | -2.02 | 524 | 6.72 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 54,854 | -21.15 | 2,371 | -14.16 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 119 | -56.73 | 5 | -60.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2,614,566 | -1.46 | 113,002 | 7.31 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Monograph Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 708,484 | -14.56 | 30,621 | -6.96 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 660,653 | -1.38 | 28,600 | 9.66 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 48,702 | -0.90 | 2,105 | 7.90 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 16,010 | -13.73 | 692 | -6.11 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 43,829 | -15.81 | 1,894 | -8.33 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 30,125 | -1.64 | 1,302 | 14.52 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 108,309 | -3.65 | 4,681 | 4.93 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 24,509 | -27.52 | 1,059 | -21.09 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 51 | -3.77 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 190,143 | -4.47 | 8,218 | 4.03 | ||||
| 2025-05-15 | 13F | Alliancebernstein L.p. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 1,698,596 | -15.86 | 73,413 | -8.37 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 55,356 | -4.43 | 2,392 | 4.09 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 188,032 | -19.66 | 8,127 | -12.52 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 15,691 | -13.57 | 678 | -5.83 | ||||
| 2025-07-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 27,610 | -9.44 | 1,182 | -2.72 | ||||
| 2025-05-15 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 5,955 | -0.08 | 257 | 8.90 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 25,763 | -59.95 | 1,113 | -56.40 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Capstone Capital Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 21,686 | -2.50 | 1 | |||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 38,353 | -13.17 | 1,658 | -5.48 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 131,666 | -0.28 | 5,691 | 8.59 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 73,042 | -78.18 | 3,157 | -74.60 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 84,391 | -32.20 | 3,647 | -26.17 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 181,577 | -3.94 | 7,207 | 2.71 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 8,193 | -6.07 | 0 | |||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 345,992 | -0.96 | 14,954 | 7.84 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 13,160 | -71.31 | 569 | -68.79 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 17,256 | -7.53 | 746 | 0.68 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 924,004 | -0.79 | 39,935 | 8.03 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 6,484 | -43.88 | 280 | -38.86 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 3,836 | -14.39 | 166 | -6.78 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1,920 | -1.39 | 83 | 6.49 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 5,012 | -20.87 | 217 | -13.94 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 19,786 | -4.94 | 855 | 3.51 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2,836 | -19.80 | 123 | -12.86 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 64,445 | -0.49 | 2,785 | 8.37 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 7,360 | -0.05 | 318 | 8.90 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 160,838 | -0.65 | 6,951 | 8.19 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 940 | -26.62 | 41 | -20.00 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 9,102 | -2.41 | 393 | 6.22 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 12,083 | -1.23 | 1 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 48,526 | -70.35 | 2,097 | -67.71 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 203,938 | -10.49 | 8,814 | -2.53 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 12,128 | -30.74 | 524 | -24.60 | ||||
| 2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 1,509,275 | -7.64 | 65,231 | 0.57 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 6,305 | -0.65 | 273 | 15.74 | ||||
| 2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 32,134 | -65.39 | 1,389 | -62.32 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 3,085,664 | -4.49 | 133,362 | 4.01 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 7,853 | -3.45 | 339 | 5.28 |
