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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Boomfish Wealth Group, LLC | 80,708 | -3.89 | 7,570 | 2.42 | ||||
| 2025-04-16 | 13F | Thomasville National Bank | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Coston, McIsaac & Partners | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 82,605 | -1.61 | 7,748 | 8.55 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 2,282 | -65.61 | 214 | -63.29 | ||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 19,612 | -17.67 | 1,839 | -12.26 | ||||
| 2025-05-12 | 13F | Financial Services Advisory Inc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 175 | -99.48 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 458,699 | -14.14 | 43,021 | -8.49 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3,498 | -22.83 | 328 | -17.59 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 24,080 | -2.30 | 2,259 | 4.10 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5,804 | -3.35 | 544 | 3.03 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 119,008 | -9.98 | 11,162 | -4.00 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 2,601 | -67.97 | 244 | -65.97 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 28,186 | -1.53 | 2,644 | 4.96 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 5,329 | -23.20 | 500 | -18.20 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 4,269 | -69.43 | 401 | -67.43 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 22,539 | -95.56 | 2,114 | -95.27 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 161,412 | -3.34 | 15,139 | 3.02 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 2,435 | -38.24 | 228 | -34.10 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 18,615 | -1.82 | 1,746 | 4.62 | ||||
| 2025-08-05 | 13F | Ceera Investments, Llc | 511,976 | -2.18 | 48,018 | 4.26 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 48,501 | -10.19 | 4,549 | -4.29 | ||||
| 2025-05-07 | 13F | Miller Investment Management, LP | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 272,580 | -45.03 | 25,565 | -41.41 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,837,339 | -14.82 | 359,904 | -9.22 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 115 | -36.11 | 11 | -33.33 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 6,739 | -57.57 | 632 | -54.76 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 34,687 | -14.74 | 3,253 | -9.13 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 73,117 | -4.43 | 6,858 | 1.86 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 391,605 | -39.71 | 36,729 | -35.74 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 3,148 | -28.06 | 295 | -23.38 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 15,702 | -12.15 | 1,473 | -6.36 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 126,607 | -8.22 | 11,874 | -2.17 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 10,209 | -2.19 | 958 | 4.25 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 2,768 | -2.60 | 260 | 3.60 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 5,941 | -0.45 | 557 | 6.10 | ||||
| 2025-07-11 | 13F | Ttp Investments, Inc. | 65,371 | -84.88 | 6,131 | -83.88 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2,533 | -9.83 | 238 | -4.05 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 266,054 | -69.81 | 24,953 | -67.82 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 4,419 | -1.65 | 414 | 4.81 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 94,783 | -0.33 | 8,890 | 6.23 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | -100.00 | 0 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 2,610 | -10.28 | 245 | -4.31 | ||||
| 2025-08-14 | 13F | Betterment LLC | 42,205 | -45.95 | 4 | -50.00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5,199 | -8.37 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 15,241 | -15.55 | 1,429 | -10.01 | ||||
| 2025-04-11 | 13F | IAM Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F/A | Avaii Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 208,088 | -7.48 | 19,517 | -1.39 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 4,050 | -5.22 | 380 | 0.80 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 43,371 | -20.74 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 63,580 | -12.57 | 5,963 | -6.81 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 5,246 | -25.31 | 488 | -20.39 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 5,869 | -38.54 | 550 | -34.52 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,125,742 | -23.03 | 105,677 | -17.95 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 458 | -9.84 | 43 | -4.55 | ||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 27,983 | -1.53 | 2,625 | 4.96 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Chris Bulman Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 32,420 | -52.06 | 3,041 | -48.92 | ||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 6,996 | -9.11 | 656 | -3.10 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 232,928 | -6.64 | 21,846 | -0.50 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 14,518 | -5.78 | 1,362 | 0.44 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 37,347 | -1.42 | 3,503 | 5.07 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wimmer Associates 1, Llc | 63,329 | -1.68 | 5,940 | 1.47 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4,838 | -20.79 | 454 | -15.64 | ||||
| 2025-07-30 | NP | TAX - Cambria Tax Aware ETF | 629 | -4.55 | 56 | -6.67 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Johnson Financial Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 218,012 | -15.22 | 20 | -9.09 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Lansing Street Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Kentucky Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 58,862 | -43.01 | 5,521 | -39.26 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 8,638 | -2.87 | 810 | 3.58 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 8,659 | -5.16 | 812 | 1.12 | ||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 127,530 | -12.04 | 11,961 | -9.22 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 382 | -15.67 | 36 | -10.26 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 32,925 | -87.52 | 3,088 | -86.70 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2,710 | -17.35 | 254 | -11.81 | ||||
| 2025-04-29 | 13F | SimpliFi, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Standard Life Aberdeen plc | 12,008 | -69.63 | 1,125 | -67.39 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 2,719 | -20.01 | 255 | -14.72 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 246,382 | -4.88 | 23,108 | 1.38 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 84,357 | -68.66 | 7,912 | -66.60 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 2,153 | -98.61 | 202 | -98.52 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 187 | -35.96 | 18 | -32.00 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) | 62,265 | -0.14 | 5,840 | 6.45 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 48,684 | -1.14 | 4,566 | 5.38 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 212 | -56.47 | 20 | -54.76 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5,725 | -67.57 | 537 | -65.49 | ||||
| 2025-04-14 | 13F | Bangor Savings Bank | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | SFE Investment Counsel | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 11,908 | -78.22 | 1,161 | -75.89 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 4,868 | -0.06 | 457 | 6.54 | ||||
| 2025-05-07 | 13F | Phoenix Holdings Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Parametrica Management Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 2,425 | -10.19 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 79,076 | -10.13 | 7,417 | -4.22 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 15,000 | -11.76 | 1,407 | -6.02 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 10,294 | -1.91 | 966 | 4.55 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 13,579 | -0.73 | 1,274 | 5.82 | ||||
| 2025-08-08 | 13F | Creative Planning | 229,821 | -6.41 | 21,555 | -0.25 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 13,187 | -87.32 | 1,237 | -86.50 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 18,480 | -2.55 | 1,733 | 3.90 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 16,920 | -13.44 | 1,587 | -7.79 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 189,078 | -7.40 | 17,734 | -1.31 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Kozak & Associates, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 391,831 | -1.69 | 36,750 | 4.77 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 6,622 | -17.32 | 621 | -11.79 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 2,726 | -43.77 | 256 | -40.14 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 56,783 | -1.88 | 5,326 | 4.58 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 6,755 | -14.83 | 634 | -9.18 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 27,613 | -2.68 | 2,590 | 3.73 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 5,581 | -1.73 | 523 | 4.81 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 488,544 | -2.72 | 45,821 | 3.68 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 774,216 | -5.36 | 72,614 | 0.87 | ||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 64,075 | -2.90 | 6,032 | 3.87 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 5,526 | -3.68 | 518 | 2.78 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 85,494 | -37.57 | 8,019 | -33.46 | ||||
| 2025-08-04 | 13F | Eubel Brady & Suttman Asset Management Inc | 59,741 | -0.44 | 6 | 0.00 | ||||
| 2025-05-15 | 13F | Hancock Whitney Corp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 13,514 | -4.80 | 1,267 | 1.44 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 82,794 | -3.44 | 7,765 | 2.92 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 17,610 | -83.84 | 1,652 | -82.79 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 44,380 | -1.97 | 4,162 | 4.49 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 882,889 | -21.33 | 83 | -16.33 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 52,431 | -23.15 | 4,917 | -18.09 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2,830 | -79.22 | 265 | -77.88 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 51,512 | -32.26 | 4,831 | -27.81 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2,272 | -6.50 | 213 | 0.00 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 8,053 | -25.14 | 755 | -20.19 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 54,558 | -22.86 | 5,117 | -17.79 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 89,677 | -6.14 | 8,411 | 2.64 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 16,538 | -15.39 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 876,292 | -17.94 | 82,187 | -12.54 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 7,396 | -28.67 | 694 | -24.01 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 62 | -11.43 | 6 | -16.67 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 20,204 | -19.60 | 1,895 | -14.34 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 6,091 | -26.03 | 571 | -21.13 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 102,940 | -6.06 | 9,655 | 0.11 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 49,106 | -0.50 | 4,606 | 6.03 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 117,698 | -36.69 | 11,039 | -32.53 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 9,608 | -40.46 | 901 | -36.55 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 144,983 | -1.37 | 13,598 | 5.11 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 200 | -92.80 | 19 | -92.62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6,560,799 | -6.09 | 615,337 | 0.09 | ||||
| 2025-05-13 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 86,032 | -9.85 | 8,069 | -3.92 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5,659 | -1.94 | 531 | 4.54 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 412,204 | -13.31 | 38,661 | -7.61 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 3,466 | -1.28 | 325 | 5.52 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 9,241 | -11.17 | 891 | 5.69 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 2,668,567 | -2.84 | 250,285 | 3.56 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 36,092 | -42.39 | 3,385 | -38.60 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 144,028 | -2.04 | 13,508 | 4.41 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 7,398 | -0.66 | 694 | 5.80 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 14,095 | -2.72 | 1,322 | 3.61 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 52,367 | -6.15 | 4,912 | 0.02 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 130,252 | -3.01 | 12,206 | 3.23 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 18,005 | -15.49 | 1,689 | -9.93 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 76,370 | -44.88 | 7,163 | -41.26 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 92,914 | -5.55 | 8,715 | 2.34 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 85,099 | -1.68 | 7,981 | 4.79 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 21,624 | -51.73 | 2,028 | -48.55 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 2,688 | -6.63 | 252 | -0.40 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 3,725 | -29.44 | 349 | -24.78 | ||||
| 2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 122,685 | -6.41 | 11,507 | -0.25 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 3,314 | -0.39 | 311 | 6.16 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-18 | 13F | Edge Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Regions Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 35,555 | -10.39 | 3,335 | -9.38 | ||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 89,716 | -0.83 | 8,414 | 5.70 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 2,531 | -2.54 | 237 | 3.95 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 13,683 | -32.24 | 1,283 | -27.76 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 230,122 | -1.33 | 21,583 | 5.16 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 17,109 | -3.98 | 1,605 | 2.36 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 8,674 | -14.83 | 813 | -9.16 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 3,222 | -2.36 | 302 | 4.14 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 159 | -95.80 | 15 | -95.80 | ||||
| 2025-07-29 | 13F | Creekside Partners | 29,435 | -0.48 | 2,761 | 6.07 | ||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 12,732 | -43.44 | 1,194 | -39.70 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3,224 | -5.23 | 313 | 7.56 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 44,105 | -6.15 | 4,137 | 0.02 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 41,025 | -23.99 | 4 | -25.00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22,580 | -8.81 | 2,118 | -2.49 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 253,582 | -16.74 | 23,784 | -11.27 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 167 | -90.65 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 41,133 | -15.21 | 3,620 | -19.54 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 90,981 | -3.83 | 8,524 | 2.39 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 5,722 | -2.09 | 537 | 4.28 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 9,957 | -7.87 | 960 | 1.48 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 22,522 | -0.75 | 2,112 | 5.81 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 10,784 | -28.14 | 1,011 | -23.41 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 201,618 | -32.41 | 18,910 | -27.96 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 250,011 | -13.17 | 23,449 | -7.46 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 26,845 | -4.80 | 2,518 | 1.45 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 19,624 | -17.18 | 1,840 | -11.75 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 187,805 | -10.35 | 18,148 | 8.11 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 51,308 | -2.06 | 4,812 | 4.38 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 3,181 | -12.92 | 298 | -7.17 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 34,880 | -0.97 | 3,271 | 5.55 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 3,680 | -30.43 | 345 | -25.81 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 77,211 | -24.61 | 7 | -33.33 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 551,715 | -8.55 | 51,745 | -2.53 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 9,974 | -0.33 | 935 | 6.25 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 42,334 | -4.93 | 3,971 | 1.33 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 3,095 | -16.89 | 290 | -11.31 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 5,367 | -0.11 | 503 | 6.57 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 42,963 | -12.50 | 4,029 | -6.74 | ||||
| 2025-07-16 | 13F | Randolph Co Inc | 2,531 | -58.03 | 237 | -55.28 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 186,319 | -2.06 | 17,475 | 4.38 | ||||
| 2025-07-10 | 13F | Clare Market Investments LLC | 2,478 | -1.39 | 232 | 4.98 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 6,776 | -12.86 | 636 | -7.16 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 14,125 | -5.67 | 1,325 | 0.76 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 2,294 | -8.13 | 215 | -1.83 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5,847 | -1.33 | 548 | 5.18 | ||||
| 2025-04-25 | 13F | Colonial River Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 4,431 | -4.83 | 416 | 1.47 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 64,883 | -8.35 | 6,085 | -2.31 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 11,866 | -1.42 | 1,113 | 5.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 21,093 | -39.29 | 1,978 | -35.30 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 72,587 | -20.65 | 6,808 | -15.10 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 448,799 | -1.09 | 42,093 | 5.42 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 6,487 | -0.92 | 608 | 5.56 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 123,548 | -3.06 | 11,588 | 3.33 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | bLong Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 4,670 | -4.56 | 438 | 1.86 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 77,592 | -5.90 | 7,277 | 0.29 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 6,061 | -60.77 | 568 | -58.20 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 308 | -35.29 | 29 | -31.71 | ||||
| 2025-07-11 | 13F | Bell Bank | 2,491 | -33.75 | 234 | -29.39 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 37,621 | -29.14 | 3,528 | -24.47 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 37,736 | -1.48 | 3,539 | 5.01 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 5 | -99.99 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 151,014 | -6.36 | 14,164 | -0.20 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2,964 | -38.66 | 278 | -34.82 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 31,486 | -15.08 | 3,006 | -7.88 | ||||
| 2025-07-21 | 13F | Phraction Management LLC | 9,095 | -12.08 | 853 | -6.26 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 14,666 | -32.91 | 1,376 | -28.50 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 196,598 | -11.25 | 18,439 | -5.42 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 16,333 | -84.95 | 1,532 | -83.97 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 68,147 | -0.98 | 6,392 | 5.55 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,406,645 | -6.60 | 225,719 | -0.45 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 86,295 | -4.42 | 8,094 | 1.86 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 39,115 | -1.09 | 3,669 | 5.43 | ||||
| 2025-04-22 | 13F | Burt Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 55,818 | -1.75 | 5,235 | 4.72 | ||||
| 2025-04-24 | 13F | Elevated Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 267,876 | -0.14 | 25,124 | 6.43 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 9,648 | -1.39 | 905 | 5.12 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 11,533 | -81.38 | 1,082 | -80.17 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 8,189 | -15.03 | 768 | -9.43 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 5,307 | -54.45 | 498 | -51.51 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 2,284 | -8.49 | 214 | -2.28 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 223,339 | -0.25 | 20,947 | 6.30 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 41,585 | -11.14 | 3,900 | -5.29 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 2,165 | -6.72 | 203 | -0.49 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 250 | -13.79 | 23 | -8.00 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 7,498 | -22.52 | 703 | -17.39 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 450 | -12.79 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 4,480 | -1.32 | 420 | 5.26 | ||||
| 2025-05-15 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 41,617 | -18.17 | 4,122 | -0.77 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 11,000 | -29.27 | 1,032 | -24.63 | ||||
| 2025-08-13 | 13F | QSV Equity Investors LLC | 4,950 | -1.06 | 464 | 5.45 | ||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 5,939 | -0.93 | 557 | 5.50 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 366 | -63.33 | 34 | -60.92 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 29,927 | -11.85 | 2,807 | -6.06 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 335,445 | -1.23 | 31,464 | 5.28 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 22,148 | -1.93 | 2,077 | 4.53 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 53,534 | -1.17 | 5,021 | 5.33 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 35,486 | -13.73 | 3,328 | -8.04 | ||||
| 2025-04-23 | 13F | SFG Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 41,510 | -77.74 | 3,893 | -76.27 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 10,075 | -34.63 | 945 | -30.38 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 398,233 | -25.26 | 38,573 | -17.74 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 500,000 | -0.59 | 48,430 | 22.63 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 765,074 | -23.85 | 71,757 | -18.84 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 51,864 | -18.35 | 4,864 | -12.99 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 57,308 | -12.25 | 5,375 | -6.49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,799,219 | -14.70 | 169 | -9.19 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 11,070 | -43.31 | 1 | 0.00 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 7,681 | -0.29 | 720 | 6.35 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 714 | -12.82 | 67 | -8.33 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 12,203 | -2.94 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 40,077 | -11.79 | 3,759 | -6.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 34,949 | -6.52 | 3,278 | -0.40 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 2,715 | -5.73 | 255 | 0.40 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 89,423 | -10.69 | 8,387 | -4.81 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 15,562 | -11.09 | 1,493 | -3.05 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 7,338 | -3.99 | 1 | |||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 267,249 | -2.23 | 25,065 | 4.21 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 8,316 | -22.16 | 732 | -25.33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 5,500 | -83.33 | 516 | -82.27 | |||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 37,419 | -50.68 | 3,510 | -47.45 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 33,316 | -7.46 | 2,932 | -12.19 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 4,326 | -43.86 | 406 | -40.27 | ||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 2,446 | -73.35 | 229 | -71.62 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 230 | -77.11 | 22 | -76.14 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 16,950 | -17.69 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 115,496 | -1.76 | 10,832 | 4.71 | ||||
| 2025-08-12 | 13F | Barings Llc | 38,945 | -27.33 | 3,653 | -22.56 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Hall Capital Management Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 545,763 | -40.19 | 51,187 | -36.26 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 16,616 | -14.16 | 1,558 | -8.51 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 604,739 | -2.03 | 56,718 | 4.42 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 11,426 | -77.00 | 1,072 | -75.50 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 10,355 | -51.05 | 971 | -47.82 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 68,191 | -49.67 | 6,412 | -46.21 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 61,874 | -0.21 | 5,803 | 6.36 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 118,683 | -1.06 | 11,131 | 5.45 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 37,246 | -26.62 | 3,493 | -21.79 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 145,061 | -1.66 | 13,605 | 4.81 | ||||
| 2025-05-09 | 13F | Scotia Capital Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 243,611 | -12.09 | 22,848 | -6.31 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 6,044 | -3.16 | 567 | 3.10 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 24,702 | -3.33 | 2,317 | 3.02 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 47,948 | -1.28 | 4,497 | 5.22 | ||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 4,068 | -52.62 | 382 | -49.54 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 33,796 | -16.96 | 3,262 | 1.81 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 26,455 | -15.90 | 2,481 | -10.37 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 3,209 | -6.31 | 301 | -0.33 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 19,389 | -67.92 | 1,819 | -65.81 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 120,824 | -10.13 | 11,332 | -4.21 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 62,116 | -1.20 | 5,826 | 5.30 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 612,177 | -24.11 | 57,416 | -19.12 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 162,934 | -6.03 | 16,000 | 4.86 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 222,102 | -6.70 | 20,831 | -5.64 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 58,641 | -3.59 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 11,959 | -2.10 | 1,122 | 4.38 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 17,934 | -10.06 | 1,682 | -4.10 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Milestone Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 14,562 | -52.05 | 1,366 | -48.91 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 8,494 | -9.39 | 797 | -3.40 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 6,783,496 | -13.39 | 636,224 | -7.69 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 9,350 | -18.75 | 877 | -13.44 | ||||
| 2025-08-14 | 13F | Barnett & Company, Inc. | 3,246 | -3.39 | 304 | 3.05 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6,787,827 | -6.07 | 636,630 | 0.11 | ||||
| 2025-05-15 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 43,505 | -73.52 | 4,080 | -71.78 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,638 | -72.99 | 341 | -72.19 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 69,041 | -45.01 | 6,475 | -41.39 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 2,527 | -8.44 | 237 | -2.07 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 38,742 | -0.01 | 3,634 | 6.57 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 26,174 | -16.08 | 2,455 | -10.50 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 29,146 | -5.06 | 2,734 | 1.18 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 79,734 | -7.44 | 7,478 | -1.35 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 59,478 | -24.10 | 5,578 | -19.11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 607,155 | -15.08 | 56,957 | -9.50 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 328,477 | -62.53 | 30,808 | -60.06 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 5,428 | -16.01 | 509 | -10.39 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 47,047 | -11.71 | 4,412 | -5.91 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 15,607 | -3.36 | 1,464 | 2.96 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 18,607 | -13.55 | 1,745 | -7.87 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 20,423 | -16.50 | 1,915 | -11.01 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 10,298 | -61.41 | 966 | -58.90 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 7,983 | -5.25 | 749 | 0.94 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 33,650 | -8.50 | 3,156 | -2.47 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 737,123 | -8.44 | 69 | -1.43 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 3,423 | -50.80 | 0 | |||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 52,446 | -6.94 | 4,919 | -0.83 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 43,440 | -8.99 | 4 | 0.00 | ||||
| 2025-04-15 | 13F | Accurate Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 52,490 | -1.61 | 4,923 | 4.88 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 10,514 | -2.59 | 986 | 3.90 | ||||
| 2025-08-11 | 13F | Farrow Financial Inc. | 105,318 | -0.20 | 9,878 | 6.36 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 37,851 | -7.20 | 3,550 | -1.09 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 41,197 | -13.72 | 4,087 | 0.59 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 37,891 | -33.75 | 3,554 | -33.00 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 14,785 | -0.12 | 1,387 | 6.45 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 422 | -20.97 | 40 | -15.22 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 23,404 | -7.45 | 2,195 | -1.35 | ||||
| 2025-08-07 | 13F | Davidson Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 3,982 | -16.55 | 373 | -10.98 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 14,385 | -13.71 | 1,425 | -2.93 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 10,882 | -3.79 | 1,021 | 2.51 | ||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 918,696 | -17.58 | 86,164 | -12.16 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 2,438 | -20.79 | 229 | -15.56 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 13,352 | -4.85 | 1,252 | 1.46 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 7,868 | -23.38 | 738 | -18.38 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 25,084 | -9.79 | 2,353 | -3.84 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 10,447 | -23.88 | 980 | -18.89 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 211,852 | -16.59 | 19,870 | -11.10 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 3,080 | -18.43 | 289 | -13.25 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 4,735 | -1.40 | 444 | 5.21 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 2,419 | -0.17 | 227 | 6.10 | ||||
| 2025-08-14 | 13F | Comerica Bank | 64,848 | -19.26 | 6,082 | -13.94 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 90 | -60.00 | 8 | -57.89 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 16,076 | -5.86 | 1,583 | 7.25 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 182,666 | -9.80 | 17,132 | -3.86 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 2,899 | -9.94 | 272 | -4.24 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 8 | -99.56 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6,380 | -6.18 | 598 | 0.00 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 84,440 | -8.87 | 7,920 | -2.88 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 15,947 | -91.96 | 1,522 | -90.40 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 18,029 | -6.95 | 1,691 | -0.53 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 2,134 | -14.09 | 200 | -8.26 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 29,655 | -18.55 | 2,781 | -13.20 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 176,384 | -4.67 | 16,543 | 1.60 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 483,503 | -1.01 | 45,348 | 5.50 | ||||
| 2025-05-12 | 13F | Meridian Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Retireful, LLC | 4,926 | -66.64 | 462 | -73.23 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 243,476 | -5.41 | 22,836 | 0.82 |
