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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 5,531 | -13.13 | 511 | 5.81 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 92,883 | -5.20 | 8,577 | 15.58 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,578 | -1.00 | 146 | 7.41 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 540,922 | -2.47 | 49,940 | 18.89 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 4,567 | -2.33 | 422 | 18.93 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 31,839 | -10.77 | 2,940 | 8.81 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Janney Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1,221 | -18.82 | 113 | -0.88 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 2,576 | -9.74 | 246 | 17.79 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 287,287 | -4.03 | 27 | 18.18 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 4,576 | -8.30 | 423 | 11.94 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 87,066 | -1.67 | 8,040 | 19.88 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 6,690 | -78.77 | 618 | -74.14 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 3,416 | -2.12 | 315 | 19.32 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 1,060 | -1.40 | 98 | 19.75 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 246 | -13.38 | 23 | 4.76 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3,108 | -10.35 | 287 | 9.16 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 81,963 | -2.55 | 7,568 | 18.81 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 2,932 | -0.61 | 271 | 21.08 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Quartz Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 30,545 | -0.49 | 2,821 | 21.34 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8,511 | -3.45 | 786 | 17.69 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 2,272 | -6.81 | 210 | 13.59 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 14,207 | -2.63 | 1,312 | 18.64 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 16,652 | -8.77 | 1,538 | 10.34 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 2,445 | -96.94 | 226 | 181.25 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 491 | -2.96 | 45 | 18.42 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4,580 | -2.57 | 423 | 18.54 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 76,142 | -0.17 | 7,031 | 21.71 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 14,148 | -0.46 | 1,306 | 21.38 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 14,825 | -1.85 | 1,369 | 19.69 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 10,359 | -2.30 | 957 | 19.05 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 7,603 | -20.96 | 702 | -3.57 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 25,348 | -0.80 | 2,341 | 20.93 | ||||
| 2025-04-28 | 13F | LFA - Lugano Financial Advisors SA | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 52,222 | -0.11 | 4,822 | 21.80 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 56,027 | -3.39 | 5,174 | 17.78 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 15,811 | -3.52 | 1,460 | 17.57 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 4,048 | -30.95 | 374 | -15.80 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 370 | -20.60 | 34 | -5.71 | ||||
| 2025-08-14 | 13F | Banco BTG Pactual S.A. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 4,938 | -0.02 | 456 | 21.93 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 99 | -1.00 | 9 | 28.57 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 9,394 | -6.38 | 867 | 14.23 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 3,600 | -8.86 | 332 | 11.04 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 3,974 | -13.33 | 367 | 5.48 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 16,157 | -5.83 | 1,492 | 14.69 | ||||
| 2025-08-11 | 13F | Eq Llc | 31,143 | -8.12 | 2,876 | 12.00 | ||||
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 7,811 | -5.98 | 721 | 14.63 | ||||
| 2025-05-13 | 13F | Bulltick Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 505 | -13.08 | 47 | 4.55 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 20,747 | -3.01 | 1,916 | 18.21 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 1,172 | -10.47 | 89 | -20.00 | ||||
| 2025-04-23 | 13F | International Assets Investment Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8,258 | -0.08 | 763 | 21.92 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 17,807 | -0.90 | 1,644 | 20.88 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 168,601 | -30.97 | 15,569 | -15.84 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 119 | -58.82 | 11 | -52.38 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,874 | -5.54 | 172 | 14.00 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 33,946 | -1.44 | 3 | 50.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 154,529 | -10.13 | 14 | 7.69 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 6,228 | -2.69 | 575 | 18.80 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 4,877 | -6.64 | 450 | 13.92 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 16,569 | -1.71 | 1,530 | 19.83 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 9,242 | -7.41 | 853 | 12.83 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 25,550 | -26.09 | 2,359 | -9.89 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14,013 | -47.96 | 1,299 | -36.34 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 60,299 | -2.99 | 5,568 | 18.29 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 40,312 | -1.49 | 3,707 | 19.66 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 945,608 | -0.96 | 87,281 | 20.70 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 67,648 | -15.37 | 6,247 | 3.19 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5,814 | -2.35 | 537 | 19.11 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1,702 | -0.58 | 0 | |||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 25,172 | -5.21 | 2,324 | 15.56 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 11,972 | -16.07 | 1,106 | 2.31 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 817,228 | -3.70 | 75,463 | 17.40 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,514 | -3.12 | 232 | 5.94 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4,505 | -4.82 | 416 | 16.20 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 3,295 | -6.18 | 304 | 14.72 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 131,603 | -1.35 | 12,152 | 20.27 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 69,699 | -8.18 | 6,436 | 11.93 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 3,623 | -1.01 | 335 | 20.58 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 914 | -32.94 | 89 | -13.59 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 22,580 | -16.94 | 2,085 | 1.26 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2,419 | -54.90 | 223 | -45.07 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-05-06 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-02 | 13F | Sachetta, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 91,364 | -4.00 | 8,437 | 17.04 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 39,287 | -0.12 | 3,628 | 21.75 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5,738 | -5.64 | 530 | 15.00 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 39,979 | -4.43 | 3,692 | 16.51 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1,910 | -1.95 | 176 | 19.73 | ||||
| 2025-08-14 | 13F | Fmr Llc | 28,399 | -20.83 | 2,622 | -3.46 | ||||
| 2025-05-07 | 13F | Phoenix Holdings Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 3,926 | -8.03 | 363 | 12.07 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 22,216 | -8.92 | 2,051 | 11.04 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 2,762 | -5.38 | 255 | 15.38 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 4,105 | -6.43 | 379 | 14.16 | ||||
| 2025-05-01 | 13F | Coastal Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 3,839 | -18.28 | 354 | -0.28 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,864 | -25.12 | 357 | -8.72 | ||||
| 2025-07-11 | 13F | Mandatum Life Insurance Co Ltd | 6,076 | -13.82 | 561 | 5.25 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 30,494 | -1.07 | 2,816 | 20.61 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 22,343 | -1.76 | 2,063 | 35.28 | ||||
| 2025-04-30 | 13F | Brown Advisory Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 4,140 | -74.73 | 382 | -69.22 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2,326,749 | -4.92 | 214,852 | 15.92 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 4,675 | -1.99 | 436 | 20.78 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6,882 | -7.18 | 636 | 13.19 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3,595 | -4.46 | 332 | 16.14 | ||||
| 2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 200,393 | -0.08 | 18,496 | 21.77 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 12,355 | -0.48 | 1 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 3,222 | -26.67 | 298 | -10.54 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 28,749 | -1.45 | 2,177 | -11.93 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12,489 | -7.27 | 1,153 | 13.04 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 13,574 | -6.30 | 1,253 | 14.22 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 24,328 | -0.82 | 2,246 | 20.95 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 2,811 | -1.06 | 260 | 20.47 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,958 | -57.96 | 181 | -49.58 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,070,526 | -0.74 | 98,852 | 21.02 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 39,385 | -9.58 | 3,637 | 10.25 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 4,901 | -8.38 | 447 | 10.92 | ||||
| 2025-04-01 | NP | GMOM - Cambria Global Momentum ETF | 77,054 | -2.70 | 6,445 | 0.88 | ||||
| 2025-04-29 | 13F | Onyx Bridge Wealth Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 88,090 | -10.61 | 8,134 | 8.99 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 27,267 | -4.62 | 2,518 | 16.26 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 47,853 | -3.35 | 4,419 | 17.81 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 13,134 | -1.89 | 1,213 | 19.64 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 35,238 | -1.11 | 3,254 | 20.57 | ||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 2,444 | -24.36 | 226 | -7.79 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 3,683 | -0.32 | 340 | 21.86 | ||||
| 2025-04-14 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Advisors Preferred, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 2,790 | -49.75 | 258 | -38.81 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 5,482 | -5.86 | 506 | 14.74 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14,008 | -5.68 | 1,293 | 15.04 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1,785 | -20.77 | 165 | -3.53 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 64,519 | -0.37 | 5,958 | 21.47 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5,600 | -28.21 | 517 | -12.37 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 21,603 | -46.76 | 1,989 | -35.35 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 5,561 | -0.14 | 1 | |||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 5,539 | -11.84 | 511 | 7.58 | ||||
| 2025-05-06 | 13F | Guidance Capital, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 2,660 | -15.29 | 246 | 3.38 | ||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 37,071 | -27.77 | 3,423 | -11.94 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 75,791 | -1.91 | 6,999 | 19.58 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 3,500 | -22.22 | 323 | -5.00 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 12,944 | -0.47 | 1,195 | 21.32 | ||||
| 2025-05-06 | 13F | Goodwin Investment Advisory | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Plan Group Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 5,868 | -4.93 | 542 | 15.85 | ||||
| 2025-08-13 | 13F | PineBridge Investments, L.P. | 54,527 | -33.49 | 5,035 | -18.91 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 553,496 | -0.91 | 51,110 | 20.80 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 6,840 | -62.20 | 632 | -58.84 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3,022 | -9.14 | 279 | 11.16 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,005,608 | -0.11 | 92,858 | 21.79 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 22,790 | -18.82 | 2,104 | -1.03 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Marotta Asset Management | 34,347 | -10.24 | 3,172 | 0.41 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 25,294 | -6.60 | 2,336 | 13.85 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 23,630 | -3.70 | 2,182 | 17.44 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-23 | 13F | Balboa Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 11,451 | -89.13 | 1,057 | -86.75 | ||||
| 2025-05-15 | 13F | Cambria Investment Management, L.P. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | FIL Ltd | 877,013 | -26.34 | 80,983 | -10.19 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 3,300 | -19.51 | 305 | -1.94 | |||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 407,702 | -6.42 | 38 | 15.63 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 9,650 | -5.85 | 891 | 14.82 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 36,645 | -38.30 | 3,384 | -24.79 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 266,994 | -1.64 | 24,654 | 19.92 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 16,133 | -0.06 | 1,490 | 10.71 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 7,045 | -0.20 | 651 | 21.72 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 19,180 | -16.24 | 1,771 | 2.13 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Larson Financial Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 946,863 | -50.92 | 87,433 | -40.16 | ||||
| 2025-04-25 | 13F | Perissos Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 834 | -13.40 | 77 | 6.94 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 91,542 | -8.87 | 8,453 | 11.09 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 106,432 | -62.76 | 9,828 | -54.61 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 833 | -93.63 | 77 | -92.32 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 8,006 | -3.26 | 739 | 18.05 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 |
