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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 4,492 | -0.42 | 229 | 0.00 | ||||
| 2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 13,489 | -14.95 | 687 | -14.89 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 11,633 | -5.61 | 591 | -5.44 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 55,093 | -6.59 | 2,805 | -6.47 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1,016,754 | -0.05 | 51,667 | -0.11 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 43,357 | -4.26 | 2,208 | -4.13 | ||||
| 2025-05-12 | 13F | Beaumont Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 5,171 | -49.13 | 263 | -49.03 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 4,528 | -19.24 | 231 | -19.30 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 437,628 | -9.05 | 22,284 | -8.92 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 103,818 | -2.07 | 5,286 | -1.93 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 13,846 | -24.61 | 705 | -24.44 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 24,877 | -22.74 | 1,267 | -22.66 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8,885 | -21.30 | 452 | -21.25 | ||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 83,250 | -6.46 | 4,239 | -6.32 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 7,739 | -7.42 | 394 | -7.29 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-06-17 | 13F | Howe & Rusling Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 4,200 | -19.23 | 214 | -19.32 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 47,283 | -15.96 | 2,408 | -15.84 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 44,262 | -11.56 | 2,254 | -11.44 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 32,566 | -0.41 | 1,658 | -0.24 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 26,420 | -1.92 | 1,345 | -1.75 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 43,280 | -1.07 | 2,204 | -0.94 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 189,697 | -1.93 | 9,659 | -1.80 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 11,964 | -24.90 | 609 | -24.81 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 119,412 | -2.81 | 6,080 | -2.67 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 17,719 | -45.23 | 902 | -45.13 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 4,505 | -0.86 | 229 | -0.87 | ||||
| 2025-07-07 | 13F | Trust Co | 354,856 | -10.38 | 18,069 | -10.25 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 10,981 | -1.39 | 559 | -1.24 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 30,187 | -6.62 | 1,537 | -6.45 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 13,535 | -44.04 | 690 | -43.71 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4,902 | -0.67 | 250 | -0.40 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 30,161 | -18.71 | 1,536 | -18.61 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 32,625 | -20.25 | 1,661 | -20.14 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 17,589 | -2.21 | 896 | -2.08 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 161,716 | -1.38 | 8,235 | -1.25 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 103,449 | -0.86 | 5,268 | -0.74 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 6,073 | -56.47 | 309 | -56.42 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 813,890 | -9.81 | 41,443 | -9.68 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 10,848 | -22.57 | 552 | -22.47 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 37 | -96.43 | 2 | -98.08 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 11,427 | -23.91 | 582 | -23.85 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 197,265 | -15.85 | 10,045 | -15.73 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 108,104 | -65.34 | 5,497 | -65.33 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 834 | -25.87 | 42 | -26.32 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 397,358 | -1.90 | 20,233 | -1.77 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 35,052 | -3.24 | 1,785 | -3.15 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 18,110 | -4.90 | 922 | -4.75 | ||||
| 2025-04-29 | 13F | Royal Harbor Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Aries Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 95,885 | -33.12 | 4,882 | -33.02 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 10,480 | -14.67 | 534 | -14.58 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 102,725 | -1.63 | 5 | 0.00 | ||||
| 2025-05-08 | 13F | Modera Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 16,310 | -5.06 | 830 | -4.93 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 4,232 | -8.18 | 215 | -8.12 | ||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 4,659 | -21.05 | 237 | -21.00 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 504 | -3.63 | 26 | -3.85 | ||||
| 2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 54,623 | -14.29 | 2,781 | -14.17 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 6,998 | -11.84 | 356 | -11.66 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 99,213 | -0.64 | 5,052 | -0.51 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 4,860 | -39.64 | 247 | -39.61 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 14,252 | -2.34 | 726 | -2.29 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1,895 | -89.64 | 96 | -89.67 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 135,978 | -4.84 | 6,914 | -4.58 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 69,702 | -4.34 | 3,549 | -4.21 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | SFG Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 10,945 | -26.76 | 557 | -26.61 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 21,223 | -5.58 | 1,081 | -5.51 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 84,842 | -1.79 | 4,320 | -1.64 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 633,259 | -1.05 | 32,246 | -0.91 | ||||
| 2025-05-14 | 13F | Congress Wealth Management LLC / DE / | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 49,137 | -0.24 | 2,502 | -0.08 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 11,191 | -4.77 | 1 | |||||
| 2025-07-24 | 13F | U S Global Investors Inc | 15,000 | -23.86 | 764 | -23.78 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 298 | -51.70 | 15 | -51.61 | ||||
| 2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 251,529 | -48.61 | 13 | -50.00 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 37,046 | -11.13 | 1,886 | -11.00 | ||||
| 2025-08-01 | 13F | Bolthouse Investments, LLC | 16,795 | -1.53 | 855 | -1.38 | ||||
| 2025-07-30 | NP | FGNSX - Strategic Advisers Tax-Sensitive Short Duration Fund This fund is a listed as child fund of Fmr Llc 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 | 1,417,846 | -20.93 | 72,112 | -21.01 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 2,465 | -54.79 | 126 | -54.87 | ||||
| 2025-08-21 | NP | NEARX - Near-Term Tax Free Fund | 15,000 | -23.86 | 764 | -23.78 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 61,618 | -3.92 | 3,138 | -3.80 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 12,781 | -7.01 | 651 | -6.88 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 16,743 | -51.26 | 853 | -51.20 | ||||
| 2025-08-12 | 13F | Bokf, Na | 99,749 | -1.85 | 5,079 | -1.70 | ||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 5,019 | -19.14 | 255 | -19.05 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 52,103 | -12.98 | 2,653 | -12.84 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 18,815 | -4.93 | 958 | -4.77 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 11,251 | -1.66 | 573 | -1.55 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 99,875 | -4.83 | 5,086 | -4.70 | ||||
| 2025-05-15 | 13F | Connecticut Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 153,074 | -3.36 | 7,795 | -3.23 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 2,490 | -12.32 | 126 | -12.50 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 893,195 | -2.78 | 45,481 | -2.64 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 24,151 | -24.56 | 1,230 | -24.46 | ||||
| 2025-04-09 | 13F | HBW Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 373,716 | -41.84 | 19 | -40.62 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 34,548 | -2.32 | 1,759 | -2.17 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 32,837 | -3.08 | 1,672 | -2.90 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 14,082 | -5.60 | 717 | -5.41 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 113,012 | -7.47 | 6 | -16.67 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 7,430 | -13.68 | 378 | -13.50 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 59,051 | -5.97 | 3,007 | -5.86 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,420,493 | -16.23 | 72,332 | -16.11 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 73,184 | -36.40 | 3,727 | -36.31 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 426,216 | -2.41 | 21,703 | -2.27 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 30,575 | -14.94 | 1,557 | -14.83 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 22,832 | -1.79 | 1,163 | -1.69 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8,366 | -9.56 | 426 | -9.36 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 6,077 | -2.69 | 309 | -2.52 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 41,413 | -0.02 | 2,109 | 0.09 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 45,879 | -14.75 | 2,336 | -14.62 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 12,562 | -2.16 | 640 | -1.99 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 13,279 | -3.63 | 676 | -3.15 | ||||
| 2025-05-09 | 13F | Cary Street Partners Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 66,348 | -2.36 | 3,378 | -2.23 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 213,251 | -31.29 | 10,859 | -31.20 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 680,488 | -34.38 | 34,650 | -34.29 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3,099 | -2.05 | 0 | |||||
| 2025-07-28 | 13F | Capital Management Corp /va | 79,913 | -4.95 | 4,069 | -4.82 | ||||
| 2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 74,582 | -63.71 | 3,798 | -63.67 | ||||
| 2025-07-22 | 13F | Legacy CG, LLC | 23,238 | -80.41 | 1,183 | -80.39 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 28,503 | -4.94 | 1,451 | -4.86 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 28,890 | -5.25 | 1,471 | -4.97 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 8,907 | -19.78 | 454 | -19.68 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 80,268 | -4.52 | 4,087 | -4.38 | ||||
| 2025-04-11 | 13F | Annex Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 8,698 | -9.17 | 442 | -8.68 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 5,269 | -0.83 | 268 | -0.74 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 9,769 | -28.84 | 497 | -28.84 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 101,230 | -7.19 | 5,155 | -7.07 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 72,672 | -4.39 | 3,700 | -4.27 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 27,978 | -19.06 | 1,425 | -18.95 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 14,265 | -31.45 | 726 | -31.38 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 29,653 | -12.47 | 1,510 | -12.37 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 47,430 | -15.35 | 2,415 | -15.23 | ||||
| 2025-08-08 | 13F | Creative Planning | 42,214 | -11.29 | 2,150 | -11.16 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 35,025 | -11.83 | 1,783 | -11.73 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 404,826 | -5.95 | 20,614 | -5.82 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 5,798 | -13.03 | 295 | -12.98 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 504 | -49.85 | 26 | -50.98 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 229,429 | -51.79 | 11,682 | -51.73 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 26,892 | -12.67 | 1,369 | -12.52 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Callan Capital, LLC | 42,920 | -2.62 | 2,183 | -2.37 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 20,633 | -4.94 | 1,051 | -4.81 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 18,405 | -34.60 | 937 | -34.52 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-16 | 13F | Kooman & Associates | 29,177 | -10.68 | 1,486 | -10.60 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 61,452 | -11.04 | 3,129 | -10.91 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 7,588 | -20.29 | 386 | -20.25 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 68,698 | -0.67 | 3,498 | -0.51 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 8,501 | -54.00 | 433 | -53.99 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 2,174 | -18.15 | 111 | -17.91 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 6,738 | -18.07 | 343 | -17.94 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 10,147 | -0.49 | 1 | |||||
| 2025-07-07 | 13F | New Capital Management LP | 40,237 | -3.23 | 2,049 | -3.12 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 5,966 | -13.56 | 304 | -13.43 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 48,870 | -5.44 | 2,488 | -5.29 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 109,326 | -1.49 | 5,567 | -1.36 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 5,980 | -76.39 | 304 | -76.40 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 44,790 | -15.63 | 2,281 | -15.52 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 23,482 | -56.84 | 1,196 | -56.80 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 22,550 | -0.45 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 15,963 | -0.96 | 813 | -0.85 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 144,281 | -7.83 | 7,347 | -7.71 | ||||
| 2025-08-15 | 13F/A | MONECO Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 111,763 | -14.57 | 5,691 | -14.46 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 425,380 | -27.37 | 21,660 | -27.27 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 15,144 | -24.45 | 771 | -24.34 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 44,715 | -58.78 | 2,277 | -58.73 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 591,934 | -0.59 | 30,079 | -0.66 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 130,822 | -3.79 | 6,661 | -3.66 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 7,006 | -0.47 | 357 | -0.28 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 73 | -10.98 | 4 | -25.00 | ||||
| 2025-05-08 | 13F | FOCUS Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 10,767 | -2.68 | 548 | -2.49 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 213,902 | -14.36 | 10,892 | -14.24 | ||||
| 2025-04-25 | 13F | Intelligence Driven Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 249,001 | -43.87 | 12,679 | -43.79 |
