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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 16,535 | -17.61 | 764 | -17.32 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 5,214 | -11.57 | 241 | -11.07 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,052 | -48.48 | 49 | -48.94 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 8,156 | -14.23 | 377 | -13.93 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 372,227 | -2.61 | 17,208 | -2.29 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1,567 | -58.02 | 72 | -58.14 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 6,606 | -16.87 | 305 | -16.67 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 102,244 | -0.49 | 4,727 | -0.17 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 19,248 | -0.17 | 890 | 0.11 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 11,797 | -25.13 | 545 | -24.93 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 33,586 | -10.76 | 1,553 | -10.50 | ||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7,886 | -0.22 | 365 | 0.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3,005 | -14.39 | 139 | -14.29 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 90 | -94.70 | 4 | -94.87 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 8,936 | -11.66 | 413 | -11.37 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 16,038 | -63.07 | 743 | -62.92 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 5,221 | -16.16 | 241 | -15.73 | ||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 38,553 | -16.02 | 1,782 | -15.74 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 62,125,502 | -3.69 | 2,872,062 | -3.38 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 12,882 | -4.27 | 594 | -2.47 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 9,251 | -2.67 | 428 | -2.29 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 380,978 | -16.40 | 17,613 | -16.13 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 139,587 | -5.85 | 6,452 | -5.55 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 727 | -99.03 | 34 | -99.04 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 11,476 | -6.54 | 527 | -5.05 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 87,996 | -1.53 | 4,068 | -1.19 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Spectrum Strategic Capital Management, LLC | 10,635 | -12.76 | 492 | -12.48 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 91,710 | -22.43 | 4,240 | -22.19 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 37,476 | -18.77 | 1,733 | -18.53 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 8,180,461 | -2.10 | 378 | -1.82 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 20,543 | -18.77 | 950 | -18.54 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 10,426,975 | -4.27 | 482 | -3.79 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 56,348 | -0.10 | 2,605 | 0.19 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 312,300 | -27.66 | 14,438 | -27.43 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 11,724 | -81.55 | 542 | -81.48 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 345,307 | -12.00 | 15,964 | -11.71 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 16,550 | -24.43 | 765 | -24.18 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 3,935 | -78.26 | 181 | -77.87 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 1,086 | -3.38 | 50 | -1.96 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 175,858 | -1.70 | 8,088 | -1.89 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 130,898 | -1.12 | 6,051 | -0.79 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 23,318 | -7.27 | 1,078 | -6.99 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 143,682 | -23.62 | 6,632 | -23.54 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 14,233 | -0.05 | 658 | 0.15 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 89,793 | -7.14 | 4,151 | -6.82 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 20,576 | -0.60 | 951 | -0.21 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 322,293 | -4.06 | 14,900 | -3.75 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 36,857 | -2.86 | 1,704 | -2.57 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 11,518 | -45.86 | 532 | -45.71 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 36,429 | -1.77 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 25,183 | -11.26 | 1,164 | -10.94 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 4,356 | -4.85 | 201 | -4.29 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 40,895 | -13.94 | 1,891 | -13.66 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,477,043 | -7.24 | 68,284 | -6.94 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 55,610 | -17.10 | 2,571 | -16.83 | ||||
| 2025-05-05 | 13F | Mosaic Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 54,029 | -96.54 | 2 | -97.18 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 3,243 | -15.61 | 150 | -15.82 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 47,236,444 | -1.69 | 2,183,741 | -1.37 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 37,322 | -72.92 | 1,725 | -72.83 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 14,491 | -4.08 | 670 | -3.88 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 10,982 | -75.03 | 508 | -74.98 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1,115 | -13.30 | 51 | -12.07 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 71 | -80.76 | 3 | -82.35 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 1,148,897 | -1.87 | 53,114 | -1.55 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 31,909 | -14.59 | 1,475 | -14.29 | ||||
| 2025-08-11 | 13F | Eq Llc | 23,338 | -34.25 | 1,079 | -34.07 | ||||
| 2025-08-07 | 13F | Nwam Llc | 36,458 | -30.65 | 1,676 | -30.80 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 6,628 | -66.93 | 306 | -66.85 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 1,095,353 | -47.58 | 50,570 | -47.48 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 24,880 | -16.52 | 1,150 | -16.24 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 75,850 | -2.03 | 3,506 | -1.54 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 8,306 | -3.70 | 384 | -3.53 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 293,148 | -6.62 | 13,552 | -6.32 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 955,781 | -9.06 | 44,186 | -8.77 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 351,519 | -17.62 | 16,075 | -17.28 | ||||
| 2025-04-11 | 13F | Harbor Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Snider Financial Group | 6,349 | -1.46 | 294 | -1.01 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 228,665 | -2.65 | 10,571 | -2.33 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 60,757 | -22.47 | 2,809 | -22.24 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 338,214 | -4.44 | 15,636 | -4.13 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 166,852 | -2.70 | 7,714 | -2.39 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 6,224 | -14.62 | 288 | -14.33 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 70,455 | -0.47 | 3,257 | -0.12 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8,284,516 | -3.99 | 383 | -3.78 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 665,945 | -6.07 | 30,787 | -5.77 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 22,020 | -3.42 | 1,018 | -3.14 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 921,006 | -2.78 | 42,578 | -2.47 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 74,588 | -12.59 | 3,448 | -12.31 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 37,627 | -36.44 | 1,739 | -36.23 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 6,791 | -19.07 | 314 | -18.91 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 334,804 | -12.87 | 15,478 | -12.59 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 15,888 | -6.20 | 735 | -5.90 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 101,364 | -9.59 | 4,686 | -7.90 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 13,311 | -22.12 | 615 | -21.86 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 5,594 | -9.01 | 259 | -8.83 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 126,420 | -20.41 | 5,844 | -20.12 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 138,858 | -16.14 | 6,419 | -15.87 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 7,195 | -11.80 | 333 | -11.47 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8,706,738 | -8.14 | 402,512 | -7.84 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1,024,270 | -1.05 | 47,352 | -0.73 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 24,320 | -4.37 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 13,264 | -80.52 | 613 | -80.46 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 22,301 | -8.07 | 1,031 | -7.79 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 39,054 | -12.78 | 1,805 | -12.51 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 17,927 | -4.49 | 829 | -4.17 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 18,371 | -10.79 | 849 | -10.44 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 119,666 | -0.15 | 5,532 | 0.18 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 15,088 | -44.15 | 697 | -43.97 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 24,470 | -1.77 | 1,131 | -1.39 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 3,420 | -2.09 | 158 | -1.25 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 55,411 | -22.53 | 2,562 | -22.28 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 21,634 | -0.31 | 1 | 0.00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 8,218 | -4.00 | 0 | |||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 9,438 | -53.01 | 436 | -52.86 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 18,189 | -3.49 | 841 | -3.23 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 44 | -93.57 | 2 | -93.75 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 426,073 | -2.85 | 19,697 | -2.53 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 9,352 | -31.73 | 432 | -31.70 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 193,632 | -6.65 | 8,952 | -6.35 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 36,956 | -25.38 | 1,708 | -25.15 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 86,460 | -6.86 | 3,997 | -6.55 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 11,700 | -5.25 | 541 | -5.10 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 25,024 | -3.00 | 1,157 | -2.69 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 135,102,602 | -4.97 | 6,245,793 | -4.66 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,427,474 | -0.28 | 65,992 | 0.05 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 12,133 | -8.15 | 561 | -7.89 | ||||
| 2025-08-08 | 13F | Creative Planning | 87,314 | -1.81 | 4,037 | -1.49 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 66,626 | -13.61 | 3,080 | -13.31 | ||||
| 2025-08-25 | NP | MML Series Investment Fund II - MML Blend Fund Initial Class | 2,266,714 | -2.14 | 104,790 | -1.82 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 264,701 | -14.11 | 12,237 | -13.83 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 117,886 | -25.84 | 5,450 | -25.60 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 4,535 | -14.64 | 210 | -14.34 | ||||
| 2025-04-29 | 13F | MBA Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 35,928 | -16.94 | 1,661 | -16.71 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 58,897 | -10.08 | 2,723 | -9.81 | ||||
| 2025-04-21 | 13F | Old Second National Bank Of Aurora | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 81,412 | -12.51 | 3,764 | -12.22 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 284,800 | -0.67 | 13,166 | -0.35 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 25,874 | -1.01 | 1,196 | -0.66 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 19,062 | -33.57 | 881 | -33.36 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 14,565 | -1.82 | 673 | -1.46 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 312 | -6.59 | 14 | -6.67 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 564,082 | -60.92 | 26,078 | -60.79 | ||||
| 2025-08-08 | 13F | Renasant Bank | 4,387 | -58.85 | 203 | -58.86 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 47,012 | -4.88 | 2,173 | -4.57 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 10,985 | -21.36 | 508 | -21.15 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 13,371 | -18.40 | 618 | -18.15 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 79,792 | -10.50 | 3,689 | -10.22 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 6,671 | -1.90 | 308 | -1.60 | ||||
| 2025-05-07 | 13F | Maridea Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | ETF Store, Inc. | 6,624 | -0.39 | 306 | 0.00 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 67 | -84.42 | 3 | -84.21 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 37,796 | -38.52 | 1,747 | -38.33 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 54,808 | -3.34 | 2,534 | -3.02 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 103,322 | -10.96 | 4,713 | -10.16 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 123,940 | -14.05 | 5,730 | -13.78 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 595,085 | -15.49 | 27,511 | -15.22 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 32,473 | -2.33 | 1,501 | -2.02 | ||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 50,696 | -82.22 | 2 | -83.33 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 6,604 | -31.39 | 305 | -31.15 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 696,052 | -5.21 | 32,178 | -4.90 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 25,110 | -7.46 | 1,161 | -7.20 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 9,070 | -2.33 | 419 | -1.87 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 660,048 | -58.12 | 30,514 | -57.98 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 138,944 | -57.92 | 6,423 | -56.96 | ||||
| 2025-04-15 | 13F | Strategic Equity Management | 0 | -100.00 | 0 | |||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Keudell/Morrison Wealth Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 10,104 | -64.22 | 467 | -64.10 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 45,112 | -2.50 | 2,086 | -2.20 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 30,099 | -18.70 | 1,392 | -18.42 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 291,381 | -23.96 | 13,389 | -23.88 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 18,220 | -41.92 | 842 | -41.73 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,394,661 | -10.85 | 110,705 | -10.56 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 204,282 | -1.62 | 9,444 | -1.31 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 5,816 | -3.21 | 269 | -2.90 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 69,871 | -39.50 | 3 | -40.00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 14,044,456 | -13.16 | 649,275 | -12.87 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 239,512 | -20.44 | 11,073 | -20.18 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,712,015 | -2.40 | 171,606 | -2.08 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 246,054 | -17.49 | 11,375 | -17.22 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 21,668 | -3.34 | 1,002 | -3.00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 89,170 | -22.59 | 4,122 | -22.34 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 13,815 | -0.22 | 636 | -0.16 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 47,661 | -2.29 | 2,203 | -1.96 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 55,841 | -20.05 | 2,582 | -19.79 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 49,863 | -29.99 | 2,305 | -29.77 | ||||
| 2025-05-08 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 11,776 | -0.86 | 544 | -0.55 | ||||
| 2025-04-17 | 13F | Monticello Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4,156,944 | -6.52 | 192,176 | -6.22 | ||||
| 2025-05-22 | 13F | Wbi Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 41,932 | -1.67 | 1,939 | -1.32 | ||||
| 2025-05-14 | 13F | Quadcap Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 12,988 | -1.43 | 600 | -1.15 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 72,203 | -18.66 | 3,338 | -18.41 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 134,162 | -1.45 | 6 | 0.00 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 4,394 | -21.45 | 203 | -21.01 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 16,013 | -14.18 | 736 | -14.32 | ||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | -100.00 | 0 | |||||
| 2025-06-03 | 13F | Invst, LLC | 565,864 | -37.50 | 26,075 | -36.28 | ||||
| 2025-07-21 | 13F | Quattro Financial Advisors Llc | 156,196 | -1.96 | 7,221 | -1.65 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 11,882 | -4.01 | 549 | -3.68 | ||||
| 2025-05-07 | 13F | TCTC Holdings, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 34,642 | -19.39 | 1,601 | -19.14 | ||||
| 2025-04-09 | 13F | LVW Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 129,750 | -12.05 | 5,998 | -11.77 | ||||
| 2025-05-15 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 12,914 | -17.29 | 597 | -16.97 | ||||
| 2025-04-22 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 541,681 | -7.96 | 25,042 | -7.66 | ||||
| 2025-04-25 | 13F | Smith, Salley & Associates | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 6,370 | -11.29 | 294 | -10.91 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 11,147 | -49.61 | 515 | -49.46 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4,360,363 | -12.31 | 201,580 | -12.02 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 6,051 | -0.16 | 280 | 0.00 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 123,929 | -20.53 | 5,729 | -20.28 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1,089 | -5.30 | 50 | -5.66 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 427,258 | -0.12 | 19,752 | 0.20 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 30,387 | -23.49 | 1,405 | -23.28 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 30,362 | -29.47 | 1,398 | -29.50 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 24,873 | -0.52 | 1,150 | -0.26 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 450,995 | -2.16 | 20,782 | -0.26 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2 | -99.78 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | Matrix Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 517,087 | -14.70 | 23,905 | -14.43 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 600 | -72.03 | 28 | -71.87 | ||||
| 2025-05-13 | 13F | Sequent Planning LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 79,725 | -11.88 | 4 | -25.00 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 162,959 | -5.15 | 7,534 | -4.84 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 25,906 | -7.31 | 1,198 | -6.99 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 15,166 | -20.51 | 701 | -20.25 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 158,739 | -5.45 | 7,339 | -5.14 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 152,616 | -2.64 | 7,055 | -2.33 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 8,362 | -0.70 | 387 | -0.52 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 40,166 | -7.51 | 1,857 | -7.25 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 5,046 | -7.80 | 233 | -7.54 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 52,467 | -19.01 | 2,426 | -18.76 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 39,215 | -18.90 | 1,813 | -18.67 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 429,713 | -8.57 | 19,763 | -8.75 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 1,200,349 | -10.18 | 55,492 | -9.89 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 687,180 | -0.46 | 31,768 | -0.14 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 514,161 | -7.10 | 23,770 | -6.80 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 659 | -77.01 | 30 | -77.27 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 1,117,344 | -9.18 | 51,655 | -8.89 | ||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 204,514 | -5.97 | 9,455 | -5.67 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 80,793 | -11.22 | 3,735 | -10.92 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 382,480 | -19.92 | 17,682 | -19.66 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6,718,717 | -12.80 | 310,606 | -12.51 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9,167 | -73.72 | 424 | -73.68 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 6,413 | -53.33 | 295 | -53.40 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 6,158 | -24.28 | 285 | -24.06 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 16,198 | -31.21 | 749 | -31.06 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 3,504 | -32.90 | 162 | -32.92 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 16,541 | -3.17 | 765 | -2.92 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 30,253 | -5.13 | 1,394 | -3.26 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 21,099 | -86.91 | 1 | -100.00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1,050 | -61.41 | 49 | -61.60 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 176,595 | -0.40 | 8,164 | -0.07 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 5,281 | -1.60 | 244 | -1.21 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 8,427 | -4.56 | 388 | -2.76 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 91,163 | -31.90 | 4 | -33.33 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 109 | -92.31 | 5 | -92.31 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 43,408 | -49.73 | 2,007 | -49.59 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 86,582 | -0.40 | 4,003 | -0.07 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 29,564 | -11.27 | 1,367 | -11.01 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 369 | -25.15 | 17 | -22.73 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 26,844 | -17.25 | 1,241 | -16.93 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,616,741 | -6.80 | 74,742 | -6.50 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 98,183 | -15.49 | 4,515 | -15.65 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 23,707 | -12.65 | 1,096 | -12.40 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 764,470 | -10.76 | 35,341 | -10.47 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 247,280 | -3.19 | 11,350 | -3.57 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 15,728 | -24.16 | 727 | -23.87 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 4,340,479 | -3.31 | 200,660 | -2.99 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 72,177 | -1.28 | 3,337 | -0.95 | ||||
| 2025-07-30 | 13F | Sanders Morris Harris Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sentinus, LLC | 180,299 | -8.69 | 8,335 | -8.39 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 198,537 | -12.02 | 9,178 | -11.73 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,549,317 | -3.09 | 72 | -2.74 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Redwood Financial Network Corp | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | TFB Advisors LLC | 17,701 | -1.10 | 818 | -0.73 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 111,191 | -41.89 | 5,140 | -41.70 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,214 | -5.56 | 380 | -5.25 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 75,797 | -11.01 | 4 | 0.00 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 329,196 | -28.43 | 15,219 | -28.20 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 214,865 | -22.11 | 9,933 | -21.86 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 6,095 | -1.23 | 282 | -1.06 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 53,475 | -54.80 | 2 | -60.00 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 26,054 | -3.86 | 1,204 | -3.53 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 131,576 | -55.07 | 6,083 | -54.24 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 18,943 | -10.35 | 876 | -10.07 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2,812,870 | -7.88 | 130,039 | -7.58 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 228,437 | -5.70 | 10,561 | -5.39 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 36,948 | -10.23 | 1,708 | -9.92 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 42,424 | -7.79 | 1,961 | -7.50 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 2,435,816 | -9.56 | 112,608 | -9.27 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 547 | -50.00 | 25 | -50.00 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 61,590 | -21.80 | 2,845 | -21.60 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 167,714 | -8.84 | 7,753 | -8.54 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 5,151 | -22.34 | 238 | -21.97 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3,752,017 | -9.27 | 173,456 | -8.97 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 618,568 | -8.25 | 28,596 | -7.95 | ||||
| 2025-04-15 | 13F | Collier Financial | 1,739 | -99.31 | 80 | -99.30 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 19,447 | -10.90 | 899 | -10.55 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 54,827 | -0.84 | 2,535 | -0.51 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 358 | -13.32 | 17 | -15.79 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 8,539 | -20.97 | 395 | -20.72 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 31,199 | -15.07 | 1,442 | -14.78 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 674,297 | -22.81 | 31,173 | -22.56 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 155,285 | -47.66 | 7,124 | -47.68 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 1,302,816 | -10.79 | 60,229 | -10.50 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 28,670 | -9.11 | 1,325 | -8.81 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 34,804 | -22.18 | 2 | -50.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,899 | -20.29 | 226 | -19.57 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 39,327 | -21.09 | 1,818 | -20.82 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 189,402 | -6.25 | 8,756 | -5.94 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 17,278 | -5.33 | 799 | -5.11 | ||||
| 2025-05-20 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 10,020 | -0.32 | 463 | 0.00 | ||||
| 2025-04-28 | 13F | Equita Financial Network, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 583,888 | -11.53 | 26,993 | -11.24 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 392,101 | -1.77 | 18,127 | -1.45 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 16,288 | -12.43 | 753 | -12.25 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 4,640 | -8.10 | 215 | -7.76 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 5,210 | -38.89 | 241 | -37.73 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 50,699 | -9.23 | 2,344 | -8.94 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 53,709 | -3.62 | 2,483 | -3.31 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 5,089 | -9.93 | 235 | -9.62 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 128,665 | -1.16 | 5,948 | -0.83 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 39,967 | -7.16 | 1,848 | -6.86 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 80,477 | -9.27 | 3,720 | -8.98 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 75,812 | -17.03 | 3,505 | -16.77 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 5,311 | -6.66 | 246 | -6.49 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 61,291 | -21.04 | 2,833 | -20.78 | ||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 43,523 | -33.95 | 2,012 | -33.73 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 169,295 | -1.00 | 7,827 | 1.26 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 677,440 | -1.46 | 31,095 | -1.85 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 11,830 | -10.62 | 547 | -8.70 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 29,770 | -1.21 | 1,376 | -0.86 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 11,708 | -30.08 | 529 | -30.67 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 1,247,866 | -45.91 | 57,689 | -45.74 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 1,186,494 | -13.31 | 54,852 | -13.03 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 31,740 | -10.65 | 1,467 | -10.33 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 191,650 | -21.82 | 8,860 | -21.57 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 86,237 | -45.53 | 3,923 | -46.24 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8,793 | -4.11 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 30,664 | -5.50 | 1,418 | -5.22 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 17,704 | -0.41 | 812 | -0.85 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 55,067 | -5.16 | 2,546 | -4.86 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 224,004 | -17.84 | 10,356 | -17.58 | ||||
| 2025-04-14 | 13F | Cedar Mountain Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Glassman Wealth Services | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1,292,860 | -3.22 | 59,769 | -2.90 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 237,577 | -4.33 | 10,983 | -4.02 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 360,569 | -9.88 | 16,669 | -9.58 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 8,383 | -13.56 | 388 | -13.23 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 347,835 | -4.06 | 16,080 | -3.75 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 451,967 | -10.69 | 20,894 | -10.40 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 160,900 | -18.03 | 7,438 | -17.77 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 7,755 | -63.72 | 359 | -63.65 | ||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 10,213 | -14.80 | 472 | -14.49 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 57,444 | -33.64 | 2,656 | -33.43 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 17,375,112 | -3.86 | 803 | -3.49 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 18,066 | -6.01 | 835 | -5.65 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 7,531 | -2.42 | 348 | -1.97 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 266,655 | -0.88 | 12,327 | -0.56 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 181,594 | -1.89 | 8,395 | -1.57 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 101,288 | -21.61 | 4,649 | -21.92 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 76,465 | -0.96 | 3,535 | -0.65 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 21,278 | -18.28 | 984 | -18.02 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 55,910 | -1.14 | 2,585 | -0.81 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 23,383 | -0.14 | 1,081 | 0.09 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 4,417 | -12.86 | 204 | -12.45 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 192,877 | -28.63 | 8,917 | -28.40 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 161,284 | -17.66 | 7,456 | -17.39 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 686,531 | -18.64 | 31,738 | -18.37 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 23,927 | -14.15 | 1,104 | -13.01 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 43,951 | -0.96 | 2,032 | -0.64 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 417,669 | -16.78 | 19 | -17.39 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 11,879 | -15.29 | 549 | -15.02 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 12,304 | -3.57 | 569 | -3.24 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 41,094 | -31.79 | 1,900 | -31.59 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 12,685 | -0.49 | 586 | -0.17 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 90,437 | -2.82 | 4,181 | -2.52 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 1,115,094 | -0.45 | 51,551 | -0.13 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 4 | -97.99 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 257,214 | -1.17 | 11,891 | -0.84 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Firestone Capital Management | 343,514 | -2.04 | 15,881 | -1.72 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,612,013 | -4.86 | 74,523 | -4.55 | ||||
| 2025-04-14 | 13F | Bennett Selby Investments Lp | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 5,160 | -0.65 | 239 | -0.42 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 40,101 | -1.24 | 1,854 | -0.96 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 19,073 | -21.22 | 882 | -20.99 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3,223,798 | -8.88 | 149 | -8.59 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 4,395 | -2.31 | 203 | -1.93 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 19,782 | -11.09 | 915 | -10.83 | ||||
| 2025-04-15 | 13F | Laurel Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2,712,133 | -2.35 | 125,382 | -2.03 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3,067 | -6.83 | 142 | -6.62 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 6,332 | -26.42 | 293 | -26.26 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 139,203 | -14.72 | 6,435 | -14.45 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 311,915 | -6.37 | 14,420 | -6.07 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 8,087 | -5.37 | 374 | -5.09 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 85,521 | -2.42 | 3,954 | -2.11 | ||||
| 2025-04-16 | 13F | Matauro, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 56,985 | -9.60 | 2,634 | -9.30 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 8,850 | -16.48 | 409 | -16.19 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 95,449 | -3.94 | 4,413 | -3.63 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 76,276 | -20.01 | 3,526 | -19.75 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 109,454 | -1.17 | 5,060 | -0.84 |
