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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 403 | -95.57 | 5 | -95.97 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 635,485 | -15.69 | 8,254 | -18.43 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 900 | -65.30 | 12 | -68.57 | ||||
| 2025-05-13 | 13F | StrongBox Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 826,061 | -47.61 | 10,772 | -49.88 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 2,919 | -49.65 | 38 | -49.33 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 208,973 | -14.76 | 2,725 | -18.44 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 366,660 | -18.46 | 4,781 | -21.98 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 63,431 | -2.22 | 827 | -6.45 | ||||
| 2025-07-28 | 13F | Innova Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 820,017 | -34.15 | 10,693 | -37.00 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 124,331 | -10.77 | 1,621 | -14.64 | ||||
| 2025-08-14 | 13F | Betterment LLC | 11,428 | -63.35 | 0 | |||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 10,351 | -16.89 | 135 | -20.71 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 9,585 | -96.02 | 125 | -96.22 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 44,430 | -14.84 | 579 | -18.57 | ||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 50,973 | -33.99 | 674 | -35.93 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 14,690 | -7.55 | 192 | -11.57 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,782 | -25.13 | 23 | -28.12 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 164,686 | -1.97 | 2,148 | -6.20 | ||||
| 2025-07-29 | NP | WAVLX - Wavelength Interest Rate Neutral Fund | 91,699 | -13.65 | 1,150 | -18.97 | ||||
| 2025-08-28 | NP | SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares | 406,375 | -79.51 | 5,299 | -80.40 | ||||
| 2025-04-30 | 13F | 49 Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 350 | -97.72 | 5 | -98.09 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 14,511 | -13.84 | 189 | -17.47 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 11,146 | -74.17 | 145 | -75.34 | ||||
| 2025-04-01 | NP | GAA - Cambria Global Asset Allocation ETF | 231,339 | -2.63 | 3,079 | -4.97 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 12,561 | -24.00 | 164 | -27.56 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A | 1,939,853 | -34.65 | 25,296 | -37.48 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 32,965 | -2.92 | 430 | -7.14 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 45,901 | -11.75 | 599 | -15.54 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 15,162 | -2.18 | 198 | -6.64 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 16,840 | -51.72 | 220 | -53.89 | ||||
| 2025-05-28 | NP | EDGH - 3EDGE Dynamic Hard Assets ETF | 4,309 | -98.91 | 59 | -98.87 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 89,792 | -4.12 | 1,171 | -8.45 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 123,442 | -3.32 | 1,610 | -7.53 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 237,811 | -72.36 | 3,101 | -73.57 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 834 | -7.02 | 11 | -16.67 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4,036 | -21.84 | 53 | -25.71 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 233,506 | -12.78 | 3,045 | -16.58 | ||||
| 2025-04-10 | 13F | Rialto Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 32,047 | -5.37 | 418 | -9.54 | ||||
| 2025-07-29 | 13F | Liquid Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 62,676 | -32.11 | 817 | -35.06 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 86,504 | -13.08 | 1,128 | -16.81 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 71,585 | -0.74 | 933 | -4.99 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Security Financial Services, INC. | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 10,356 | -27.82 | 135 | -30.77 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 68,781 | -5.58 | 905 | -0.88 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Private Harbour Investment Management & Counsel, LLC | 331,919 | -1.71 | 4,328 | -5.95 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 138,278 | -39.93 | 1,803 | -42.52 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 178,336 | -0.04 | 2,326 | -4.36 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 5,689 | -62.46 | 78 | -63.68 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 190,552 | -4.53 | 2,485 | -8.68 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 42,326 | -7.99 | 552 | -11.98 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class | 139,727 | -36.66 | 1,822 | -39.39 | ||||
| 2025-05-13 | 13F | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | USAdvisors Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 32,227 | -65.10 | 420 | -66.61 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 1,809 | -39.74 | 0 | |||||
| 2025-05-19 | 13F/A | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 1,235,538 | -7.34 | 16,111 | -11.35 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 123,728 | -0.37 | 1,613 | -4.67 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1,829,083 | -1.41 | 24 | -8.00 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 34,217 | -74.81 | 446 | -75.90 | ||||
| 2025-05-05 | 13F | Archer Investment Corp | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 48,760 | -36.86 | 636 | -39.64 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 23,193 | -2.93 | 302 | -7.08 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 661,000 | -15.53 | 8,619 | -19.18 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 29,149 | -2.01 | 380 | -6.17 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 121,688 | -8.35 | 1,587 | -12.33 | ||||
| 2025-05-02 | 13F | Kingsview Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Lockheed Martin Investment Management Co | 650,000 | -50.68 | 8,476 | -52.81 | ||||
| 2025-04-29 | 13F | Penserra Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 5,060 | -4.89 | 66 | -9.72 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 333,741 | -6.96 | 4,352 | -10.98 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 323 | -94.61 | 4 | -94.52 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 13,717 | -4.46 | 179 | -8.72 | ||||
| 2025-04-30 | 13F | AlphaStar Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 102,426 | -19.41 | 1,336 | -15.93 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 30,549 | -68.15 | 398 | -69.55 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | City Holding Co | 1,200 | -29.41 | 16 | -34.78 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 1,449 | -93.52 | 19 | -94.08 | ||||
| 2025-04-30 | 13F | Nisa Investment Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 29,161 | -11.05 | 380 | -14.80 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 107,096 | -2.00 | 1,397 | -6.25 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 27,367 | -91.31 | 357 | -91.71 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 7,852 | -5.77 | 102 | -9.73 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 231,314 | -15.61 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 45,843 | -45.41 | 598 | -47.81 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 81,765 | -12.48 | 1,066 | -16.26 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,093,867 | -5.01 | 14,570 | -7.17 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-13 | 13F | Sand Hill Global Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 12,435 | -3.92 | 162 | -7.95 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 12,946 | -13.59 | 169 | -17.65 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 12,200 | -14.08 | 159 | -17.62 | |||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 41,278 | -4.86 | 538 | -8.97 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 108,087,585 | -10.70 | 1,409,462 | -14.57 | ||||
| 2025-05-01 | 13F | 3EDGE Asset Management, LP | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Elios Financial Group Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 632,280 | -35.40 | 8,245 | -38.20 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 14,281 | -77.89 | 186 | -78.86 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Grant Park Dynamic Allocation Fund Class A | Short | -82,618 | -206.84 | -1,077 | -202.18 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Napa Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 315,742 | -78.80 | 4 | -80.00 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 20,325 | -3.06 | 265 | -7.02 | ||||
| 2025-04-16 | 13F | Lam Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Richardson Financial Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 292,200 | -80.53 | 3,810 | -81.37 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 11,523 | -0.57 | 150 | -4.46 | ||||
| 2025-05-14 | 13F | Capital Wealth Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 0 | -100.00 | 0 | |||||
| 2025-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 1,910 | -82.09 | 26 | -83.65 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 710,744 | -1.36 | 9,268 | -5.63 | ||||
| 2025-04-15 | 13F | Kozak & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 14,871 | -36.60 | 194 | -39.50 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 275,435 | -14.19 | 3,592 | -17.90 | ||||
| 2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 512,507 | -31.26 | 7 | -40.00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 12,979 | -11.35 | 169 | -15.08 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | Revolve Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 42,941 | -32.29 | 560 | -35.30 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 45,503 | -0.55 | 593 | -4.82 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 122,637 | -3.81 | 1,599 | -7.94 | ||||
| 2025-05-20 | 13F/A | Colony Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 34,605 | -8.57 | 451 | -12.43 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 203 | -87.15 | 3 | -90.48 | ||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | MOOD - Relative Sentiment Tactical Allocation ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 75,567 | -0.90 | 985 | -5.20 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 324,170 | -40.75 | 4,227 | -43.32 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Leo Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | VeraBank, N.A. | 12,572 | -4.96 | 164 | -9.44 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | TD Capital Management LLC | 224 | -70.80 | 3 | -80.00 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-20 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Cary Street Partners Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Commons Capital, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 16,115 | -15.30 | 210 | -18.92 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 33 | -63.33 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Fsb Premier Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 31,110 | -55.20 | 406 | -57.19 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 18,526,289 | -12.55 | 241,583 | -16.33 | ||||
| 2025-04-29 | 13F | Discipline Wealth Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 485,901 | -5.12 | 6,336 | -9.21 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 130 | -87.71 | 2 | -92.86 | ||||
| 2025-05-08 | 13F | Hoxton Planning & Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 62 | -94.84 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 114,901 | -2.51 | 1,498 | 149,700.00 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 56,611 | -25.03 | 737 | -28.38 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 621,220 | -26.93 | 8,101 | -30.10 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 322,578 | -4.15 | 4,206 | -8.31 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | Maltin Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 30,123 | -2.25 | 393 | -6.67 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 131,352 | -0.94 | 1,713 | -5.26 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 175,360 | -3.51 | 2,287 | -7.71 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Charles Schwab Investment Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 59,882 | -18.65 | 781 | -22.23 | ||||
| 2025-04-25 | 13F | New Millennium Group LLC | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1,767 | -54.19 | 23 | -55.77 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 10,186 | -47.01 | 133 | -49.62 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 134,594 | -73.92 | 1,755 | -75.04 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 14,080 | -6.62 | 184 | -10.73 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 11,183 | -16.64 | 146 | -20.33 | ||||
| 2025-05-07 | 13F | Integrated Investment Consultants, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 19,060 | -4.92 | 249 | -9.16 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 13,335 | -5.97 | 174 | -10.36 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 265,478 | -41.53 | 3,462 | -44.07 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Family Wealth Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 18,087 | -40.15 | 236 | -42.82 | ||||
| 2025-05-14 | 13F | Luminist Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 52,850 | -58.43 | 689 | -60.22 | ||||
| 2025-05-12 | 13F | SOUTH STATE Corp | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 31,721 | -1.16 | 414 | -5.49 | ||||
| 2025-08-14 | 13F | State Street Corp | 5,637,164 | -47.34 | 73,509 | -49.62 | ||||
| 2025-08-14 | 13F | Comerica Bank | 252,375 | -8.63 | 3,291 | -12.59 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 136,774 | -0.02 | 1,784 | -4.35 | ||||
| 2025-08-08 | 13F | Creative Planning | 209,202 | -22.81 | 2,728 | -26.18 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A | 3,151,209 | -43.05 | 41,092 | -45.51 | ||||
| 2025-07-25 | NP | PRDAX - Diversified Real Asset Fund Class A | 398,220 | -0.39 | 4,994 | -6.52 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,156 | -58.36 | 15 | -59.46 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 332 | -37.24 | 4 | -42.86 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 10,900 | -14.58 | 142 | -17.92 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 14,007 | -10.27 | 183 | -14.15 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 19,627 | -39.66 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 220,654 | -9.51 | 2,877 | -13.42 | ||||
| 2025-05-13 | 13F | Stokes Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 714,920 | -18.03 | 9,323 | -21.57 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 858,513 | -3.87 | 11 | -8.33 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 5,537,654 | -6.45 | 72,211 | -10.50 | ||||
| 2025-04-07 | 13F | Summit Global Investments | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 55,131 | -23.43 | 1 | |||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Nomura Asset Management Co Ltd | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | DME Capital Management, LP | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 221,771 | -41.85 | 2,892 | -44.37 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | Northstar Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 779 | -35.30 | 10 | -37.50 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 11,450 | -22.62 | 149 | -25.87 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 158,946 | -18.03 | 2,073 | -21.57 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 26,762 | -65.80 | 348 | -67.35 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 10,695 | -12.30 | 139 | -16.27 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 10,041 | -2.95 | 131 | -7.80 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 467,648 | -35.53 | 5,818 | -39.75 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 201,771 | -32.40 | 2,631 | -32.14 | ||||
| 2025-04-22 | 13F | Aspire Private Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,250,499 | -4.37 | 42,387 | -8.51 | ||||
| 2025-04-23 | 13F | Security National Bank | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10,130 | -5.63 | 132 | -9.59 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 187,731 | -12.20 | 2,448 | -15.99 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 90,919 | -1.53 | 1,186 | -5.80 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 377,086 | -1.25 | 4,917 | -5.51 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 40,100 | -41.72 | 523 | -44.29 |
