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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Klingman & Associates, LLC | 20,500 | -0.03 | 2,061 | -0.15 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 38,991 | -20.00 | 3,920 | -20.09 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 38,129 | -2.93 | 3,833 | -3.01 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 15,382 | -21.02 | 1,546 | -20.92 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 10,633 | -0.79 | 1,069 | -0.93 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 10,848 | -8.26 | 1,091 | -8.33 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 3,382 | -64.35 | 340 | -64.36 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 70,849 | -77.92 | 7,123 | -77.94 | ||||
| 2025-08-14 | 13F | Dividend Asset Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | TFG Advisers LLC | 5,115 | -1.20 | 514 | -1.15 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 139,406 | -41.02 | 14,015 | -41.07 | ||||
| 2025-04-11 | 13F | Unique Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 28,201 | -24.85 | 2,835 | -23.87 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 3,907 | -38.58 | 392 | -38.75 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 6,396 | -0.27 | 643 | -0.31 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 527,071 | -9.14 | 52,990 | -9.22 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 31,371 | -8.41 | 3,154 | -8.50 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 28 | -3.45 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hudock, Inc. | 3,884 | -5.04 | 391 | -5.11 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 41,439 | -9.41 | 4,166 | -9.47 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 84,433 | -31.68 | 8,488 | -31.74 | ||||
| 2025-04-14 | 13F | One + One Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 3,299 | -43.29 | 332 | -43.42 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 29,813 | -38.86 | 2,997 | -38.71 | ||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 33,698 | -43.03 | 3,388 | -42.61 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 12,848 | -1.15 | 1,292 | -1.22 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 11,182 | -23.15 | 1,124 | -23.22 | ||||
| 2025-04-16 | 13F | NorthCrest Asset Manangement, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Wallace Hart LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 5,447 | -72.82 | 548 | -72.87 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 4,427 | -22.29 | 445 | -22.38 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 46,374 | -48.17 | 4,662 | -48.21 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 38,714 | -5.23 | 3,892 | -5.19 | ||||
| 2025-04-21 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Birch Capital Management, LLC | 16,122 | -1.59 | 1,621 | -1.70 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 14,387 | -65.00 | 1,446 | -65.04 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2,667 | -26.89 | 268 | -26.98 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 123,413 | -35.07 | 12,407 | -35.13 | ||||
| 2025-07-22 | 13F | CPR Investments Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 2,205 | -76.10 | 222 | -76.19 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 14,901 | -3.45 | 1 | 0.00 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 52,263 | -8.22 | 5,254 | -8.29 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1,852 | -13.94 | 186 | -13.89 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 49,398 | -6.09 | 4,966 | -6.16 | ||||
| 2025-08-11 | 13F | Somerset Group LLC | 21,293 | -0.51 | 2,141 | -0.60 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 84,612 | -8.29 | 9 | -11.11 | ||||
| 2025-05-02 | 13F | Kingsview Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 41,501 | -1.39 | 4,172 | -1.46 | ||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8,362 | -5.48 | 841 | -5.62 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 7,357 | -2.28 | 739 | -2.38 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 20,183 | -12.99 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 9,870 | -0.69 | 992 | -0.80 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 17,608 | -4.24 | 1,770 | -4.32 | ||||
| 2025-08-28 | NP | RQIAX - RESQ Strategic Income Fund Class A Shares | 16,300 | -49.54 | 1,639 | -49.60 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 41,184 | -50.58 | 4,140 | -50.62 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 4,812 | -8.45 | 484 | -8.52 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 32,149 | -22.65 | 3,232 | -22.70 | ||||
| 2025-05-01 | 13F | Stephens Inc /ar/ | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 50,512 | -5.11 | 5,078 | -5.17 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3,183 | -19.21 | 320 | -19.19 | ||||
| 2025-05-08 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 9,336 | -4.70 | 939 | -4.77 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 33,795 | -12.77 | 3,398 | -12.85 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 4,750 | -1.04 | 478 | -1.04 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 50,714 | -3.63 | 5,099 | -3.72 | ||||
| 2025-04-30 | 13F | Fundamentun, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 118,372 | -9.03 | 11,901 | -9.10 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 11,064 | -19.42 | 1,112 | -19.48 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 4,804 | -38.13 | 483 | -38.28 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 2,754 | -19.54 | 277 | -19.77 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 59,469 | -7.30 | 5,979 | -7.39 | ||||
| 2025-04-28 | 13F | Vontobel Holding Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 44,928 | -1.58 | 4,509 | -1.83 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 434,489 | -4.81 | 43,545 | -5.19 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Leisure Capital Management | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 13,115 | -1.00 | 1,319 | -1.05 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 23,856 | -7.39 | 2,398 | -7.45 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 6,304 | -0.08 | 634 | -0.16 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 81,663 | -33.69 | 8,210 | -33.75 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 9,973 | -28.55 | 1,003 | -28.63 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 22,350 | -3.12 | 2,247 | -3.23 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 75,395 | -14.78 | 7,592 | -14.73 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 55,852 | -9.83 | 5,615 | -9.90 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2,249 | -1.32 | 226 | -1.31 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 3,520 | -68.84 | 353 | -69.01 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 40,759 | -8.41 | 4 | 0.00 | ||||
| 2025-05-01 | 13F | Mitchell Mcleod Pugh & Williams Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 8,008 | -27.44 | 805 | -27.48 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 370,197 | -42.83 | 37 | -43.08 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 18,091 | -0.97 | 1,819 | -1.09 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 76,171 | -15.21 | 7,657 | -15.29 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 22,320 | -25.63 | 2,244 | -25.70 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 13,698 | -4.84 | 1,377 | -4.90 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,479,600 | -11.06 | 149 | -11.38 | ||||
| 2025-04-10 | 13F | Firethorn Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | TFAZX - TFA Tactical Income Fund Class I | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 9,064 | -5.38 | 1 | |||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,116 | -10.10 | 615 | -9.69 | ||||
| 2025-08-27 | NP | FFSAX - Touchstone Flexible Income Fund Class A | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 7,514 | -26.04 | 755 | -26.13 | ||||
| 2025-08-08 | 13F | Creative Planning | 229,419 | -6.72 | 23,065 | -6.79 | ||||
| 2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 8,176 | -81.42 | 822 | -81.46 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 9,337 | -6.97 | 1 | -100.00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 22,517 | -10.11 | 2,264 | -10.20 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3,822 | -62.16 | 384 | -62.20 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 86,175 | -32.94 | 8,664 | -33.00 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 4,798 | -0.10 | 482 | -0.21 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Emerald Investment Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 27,188 | -4.47 | 2,733 | -4.54 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 6,520 | -51.33 | 655 | -51.30 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 17,779 | -2.74 | 1,787 | -2.83 | ||||
| 2025-08-14 | 13F | Temasek Holdings (Private) Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 22,360 | -4.00 | 2,248 | -4.05 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 79,356 | -25.52 | 7,978 | -25.58 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 61,861 | -22.45 | 6,219 | -22.53 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 3,496 | -1.08 | 351 | -1.13 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 18,109 | -9.89 | 1,821 | -9.99 | ||||
| 2025-08-14 | 13F | Family Management Corp | 574,722 | -13.10 | 57,780 | -13.17 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 138,701 | -4.17 | 13,944 | -3.81 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 5,056 | -9.83 | 508 | -9.93 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 4,385 | -6.90 | 441 | -6.98 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 7 | -69.57 | 1 | -100.00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4,856 | -1.56 | 488 | -1.61 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 10,937 | -5.13 | 1,100 | -5.26 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 6,531 | -5.88 | 657 | -6.02 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 12,869 | -4.55 | 1,294 | -4.65 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 6,900 | -20.76 | 694 | -20.89 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 10,264 | -6.21 | 1,032 | -6.36 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 24,589 | -2.35 | 2,472 | -2.41 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 12,985 | -8.36 | 1,305 | -8.42 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 4,440 | -12.80 | 446 | -12.89 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 270 | -73.16 | 27 | -73.27 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 32,124 | -6.69 | 3,230 | -6.76 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 17,884 | -0.80 | 1,798 | -0.88 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 4,858 | -10.90 | 488 | -10.95 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 7,737 | -27.82 | 778 | -27.92 | ||||
| 2025-07-22 | 13F | WJ Interests, LLC | 30,097 | -28.39 | 3,026 | -28.47 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 25,164 | -9.97 | 2,530 | -10.06 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 2,017 | -0.98 | 203 | -0.98 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 58,494 | -62.10 | 5,869 | -62.20 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 12,829 | -0.90 | 1,290 | -1.00 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 304 | -0.33 | 31 | 0.00 | ||||
| 2025-04-28 | NP | FMCE - FM Compounders Equity ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 29,572 | -10.45 | 2,973 | -10.51 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 300,490 | -4.15 | 30,210 | -4.23 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 407 | -17.44 | 41 | -18.37 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 3,988 | -10.82 | 401 | -10.91 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 484,919 | -8.97 | 48,751 | -9.05 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 2,699 | -77.88 | 270 | -78.00 | ||||
| 2025-04-23 | 13F | Pinnacle Bancorp, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | WealthCollab, LLC | 8,194 | -5.02 | 824 | -5.18 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 17,285 | -1.00 | 1,738 | -1.08 | ||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 6,034 | -1.10 | 607 | -1.14 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1,079 | -3.05 | 108 | -2.70 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 40,855 | -1.58 | 4,107 | -1.46 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2,799 | -37.24 | 281 | -37.28 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 7,525 | -8.96 | 757 | -8.69 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 290,591 | -1.01 | 29 | 0.00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 16,913 | -3.09 | 1,700 | -3.13 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 4,603 | -2.46 | 463 | -2.53 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 40,979 | -10.44 | 4,120 | -10.53 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 56,966 | -5.60 | 5,727 | -5.68 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8,388 | -1.76 | 843 | -1.86 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6,268 | -47.52 | 630 | -47.41 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 24,521 | -70.61 | 2,465 | -70.64 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 8,333 | -0.69 | 838 | -0.83 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 6,159 | -1.25 | 619 | -1.28 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 12,653 | -32.87 | 1,272 | -32.73 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3,570 | -28.73 | 359 | -28.83 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | REAP Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 133,259 | -12.08 | 13,397 | -12.16 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Security Financial Services, INC. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Scissortail Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 7,845 | -1.36 | 789 | -1.50 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 30,598 | -3.70 | 3,076 | -3.75 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 64 | -14.67 | 6 | -14.29 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 39,511 | -4.49 | 3,972 | -4.57 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 5,975 | -41.15 | 601 | -41.23 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 1,618,365 | -0.41 | 162,702 | -0.50 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 11,979 | -3.85 | 1,204 | -3.91 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3,987 | -2.57 | 401 | -2.68 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 1,054 | -69.40 | 106 | -69.65 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 3,094 | -61.96 | 311 | -61.98 | ||||
| 2025-05-13 | 13F | Centerpoint Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 121 | -99.19 | 12 | -99.20 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 172,872 | -39.94 | 17,380 | -40.00 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 4,176 | -5.52 | 420 | -5.63 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 14,319 | -7.27 | 1,440 | -7.10 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 13,169 | -40.11 | 1,324 | -40.19 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 2,708 | -5.91 | 272 | -5.88 | ||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 89,231 | -7.71 | 8,971 | -7.79 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 14,751 | -0.07 | 1,483 | -0.20 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 6,829 | -34.58 | 687 | -34.67 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 6,984 | -11.26 | 700 | -11.50 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 8,161 | -2.49 | 820 | -2.61 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 96,330 | -2.94 | 9,685 | -3.01 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 205,238 | -2.88 | 20,634 | -2.97 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 503 | -85.14 | 51 | -85.29 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 71 | -74.64 | 7 | -75.00 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 86,173 | -19.85 | 8,663 | -19.91 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 36,941 | -0.67 | 3,714 | -0.77 | ||||
| 2025-05-02 | 13F | Victory Capital Management Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 138,033 | -4.64 | 13,877 | -4.72 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 3,218 | -66.89 | 324 | -66.94 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 18,412 | -14.07 | 1,851 | -14.15 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 18,164 | -14.69 | 1,826 | -14.75 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 13,887 | -0.71 | 1,396 | -0.29 | ||||
| 2025-04-28 | 13F | Mountain Capital Investment Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 4,150 | -0.14 | 417 | -0.24 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 15,110 | -11.59 | 1,519 | -11.63 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 199 | -0.50 | 20 | 0.00 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Swmg, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 31,154 | -11.73 | 3,132 | -11.80 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 65 | -97.08 | 7 | -97.32 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 1,902 | -23.92 | 191 | -23.90 | ||||
| 2025-08-14 | 13F | Comerica Bank | 126,933 | -0.92 | 12,761 | -1.01 | ||||
| 2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 7,407 | -35.81 | 745 | -35.92 | ||||
| 2025-08-07 | 13F | Commerce Bank | 2,782 | -53.34 | 280 | -53.42 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 146,387 | -0.14 | 14,717 | -0.23 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 102,235 | -0.04 | 10,278 | -0.12 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 14,177 | -1.47 | 1,425 | -1.52 | ||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 3,224 | -3.62 | 324 | -3.57 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 24,443 | -19.00 | 2,457 | -19.07 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 17,177 | -2.24 | 1,727 | -2.32 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5,342 | -3.50 | 1 | |||||
| 2025-08-01 | 13F | Oak Grove Capital LLC | 13,700 | -25.54 | 1,377 | -25.61 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10,100 | -8.73 | 1,016 | -8.47 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 9,753 | -13.91 | 981 | -13.96 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 70 | -2.78 | 7 | 0.00 | ||||
| 2025-07-15 | 13F | Surience Private Wealth Llc | 4,160 | -90.75 | 418 | -90.76 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 6,587 | -2.24 | 663 | -2.36 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 4,579 | -6.24 | 460 | -6.31 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 47,253 | -2.45 | 4,751 | -2.52 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 4,731 | -82.58 | 476 | -82.62 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 514 | -66.84 | 52 | -67.10 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 26,663 | -1.84 | 2,681 | -1.94 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 10,434 | -12.64 | 1,047 | -12.82 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 24,924 | -72.86 | 2,506 | -72.89 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 7,991 | -9.68 | 803 | -9.78 | ||||
| 2025-05-13 | 13F | Simplify Asset Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 56,854 | -0.54 | 5,716 | -0.63 | ||||
| 2025-05-05 | 13F | Eq Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 29,834 | -10.97 | 2,999 | -11.04 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 6,533 | -4.92 | 657 | -5.07 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 2,426 | -0.29 | 244 | -0.41 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 68,929 | -6.86 | 6,930 | -6.94 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 9,462 | -29.72 | 951 | -29.76 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 536,533 | -24.82 | 53,940 | -24.88 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 64 | -99.03 | 6 | -99.10 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 20,035 | -0.09 | 2,014 | -0.15 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 76,170 | -1.94 | 7,658 | -2.02 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 33,688 | -1.36 | 3,387 | -1.46 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 611,502 | -15.51 | 61 | -15.28 | ||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 20,007 | -16.10 | 2,011 | -16.17 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 3,181 | -84.52 | 320 | -84.57 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 716 | -79.22 | 72 | -79.19 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 82,854 | -7.90 | 8,330 | -7.98 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 725 | -29.27 | 73 | -30.10 | ||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 28,869 | -28.88 | 2,902 | -28.94 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 10,751 | -18.84 | 1,081 | -18.92 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 3,562 | -64.26 | 358 | -64.27 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 3,600 | -10.00 | 362 | -10.20 | ||||
| 2025-05-12 | 13F | Meitav Dash Investments Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 92,624 | -0.07 | 9,312 | -0.16 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 12,728 | -79.03 | 1,280 | -79.06 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 13,909 | -57.23 | 1,398 | -57.27 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 6,450 | -3.01 | 648 | -3.14 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 61,518 | -12.91 | 6,185 | -12.99 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 7,123 | -64.62 | 716 | -64.64 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3,974 | -91.41 | 400 | -91.43 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 14,076 | -23.41 | 1,415 | -23.47 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 6,233 | -2.59 | 627 | -2.64 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 12,981 | -10.44 | 1,305 | -10.49 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10,274 | -43.45 | 1,033 | -43.54 | ||||
| 2025-04-30 | 13F | Round Rock Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 3,001 | -46.44 | 302 | -46.54 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 33,806 | -0.66 | 3,399 | -0.76 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 33,817 | -6.41 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 65,803 | -44.42 | 6,616 | -44.47 | ||||
| 2025-08-19 | 13F | Cim, Llc | 43,617 | -1.94 | 4,385 | -2.03 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 27,399 | -2.11 | 2,755 | -2.20 | ||||
| 2025-07-24 | 13F | Shayne & Co., Llc | 14,218 | -0.56 | 1,429 | -0.63 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 3,723 | -26.28 | 374 | -26.38 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Convergence Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-08 | 13F | Welch Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 74,673 | -1.68 | 7,507 | -1.77 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 305 | -60.85 | 31 | -61.54 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 4,559 | -21.57 | 459 | -21.44 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Friedenthal Financial | 4,476 | -20.55 | 450 | -20.67 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 56,251 | -22.43 | 5,655 | -22.49 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1,457,247 | -57.94 | 146,504 | -57.97 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 37,738 | -7.90 | 3,794 | -7.98 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 46,651 | -81.61 | 4,690 | -81.62 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 4,797 | -74.53 | 482 | -74.55 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 7,406 | -3.40 | 745 | -3.50 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2,503 | -35.07 | 252 | -35.14 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 12,116 | -59.00 | 1,218 | -59.03 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,407 | -11.45 | 141 | -11.32 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 4,832 | -26.59 | 486 | -26.74 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 20,201 | -1.49 | 2,031 | -1.60 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 4,040 | -40.04 | 406 | -40.03 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 3,250 | -39.81 | 327 | -39.96 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 3,546 | -15.43 | 356 | -15.44 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 29,142 | -24.68 | 2,932 | -24.69 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 6,587 | -25.45 | 662 | -25.53 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 9,541 | -1.54 | 959 | -1.54 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 3,468 | -0.74 | 349 | -0.85 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 42,620 | -6.84 | 4,285 | -6.93 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 12,957 | -4.99 | 1,303 | -5.10 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 645 | -29.89 | 65 | -30.43 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-23 | NP | AGGH - Simplify Aggregate Bond PLUS Credit Hedge ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 37,948 | -15.02 | 3,815 | -15.07 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 226,227 | -6.92 | 22,744 | -7.00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 24,915 | -15.90 | 2,505 | -15.97 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 64,895 | -5.09 | 6,524 | -5.16 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 16,800 | -11.59 | 1,689 | -11.72 | ||||
| 2025-04-17 | 13F | North Star Investment Management Corp. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 53,960 | -16.78 | 5,425 | -16.86 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7,742 | -13.87 | 778 | -13.94 |
