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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | AE Wealth Management LLC | 16,879 | -57.30 | 518 | -57.41 | ||||
| 2025-07-09 | 13F | Stokes Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 2,013 | -26.34 | 62 | -26.51 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Coastline Trust Co | 125 | -71.26 | 4 | -76.92 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 13,596 | -0.60 | 417 | -0.71 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 42,773 | -7.46 | 1,312 | -7.61 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 17,335 | -39.37 | 1 | |||||
| 2025-04-30 | 13F | Twelve Points Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 234,749 | -1.63 | 7,202 | -1.79 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 13,502 | -4.55 | 414 | -4.61 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 52,751 | -0.20 | 1,618 | -0.37 | ||||
| 2025-05-29 | NP | SYMIX - AlphaCentric Symmetry Strategy Fund Class I | 5,214 | -55.60 | 160 | -56.64 | ||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 24,180 | -21.79 | 742 | -22.00 | ||||
| 2025-05-09 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 145,375 | -22.49 | 4,460 | -22.61 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 21,898 | -4.93 | 672 | -5.09 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6,725 | -13.08 | 206 | -13.08 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 7,525 | -83.83 | 231 | -83.92 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 19,318 | -3.90 | 593 | -4.05 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 65,033 | -0.82 | 1,995 | -0.94 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 49,456 | -7.71 | 1,517 | -7.84 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 41,693 | -4.47 | 1,279 | -4.62 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 10,225 | -8.99 | 314 | -9.28 | ||||
| 2025-08-12 | 13F | Boston Research & Management Inc | 15,060 | -3.86 | 0 | |||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 102,094 | -6.42 | 3,132 | -6.56 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 408,075 | -3.16 | 12,736 | -1.64 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 999 | -13.81 | 31 | -14.29 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 25,195 | -9.70 | 773 | -9.92 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 64,876 | -2.77 | 1,990 | -2.93 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 22,075 | -46.80 | 677 | -46.90 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 500 | -50.00 | 15 | -50.00 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 16,087 | -29.80 | 494 | -29.97 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 2,012 | -39.58 | 62 | -40.20 | ||||
| 2025-08-11 | 13F | Mount Lucas Management LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 13,060 | -12.70 | 401 | -12.85 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 413,664 | -0.64 | 12,691 | -0.81 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 117,243 | -1.37 | 3,597 | -1.51 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 7,661 | -27.75 | 235 | -27.69 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 7,282 | -23.68 | 223 | -23.89 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 41,768 | -6.63 | 1,281 | -6.77 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 19,702 | -4.55 | 604 | -4.73 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 18,772 | -15.69 | 576 | -15.94 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 20,650 | -0.81 | 634 | -0.94 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 10,308 | -2.83 | 316 | -2.77 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 41,623 | -0.60 | 1,277 | -0.78 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 15,034 | -16.45 | 461 | -16.49 | ||||
| 2025-04-15 | 13F | SJS Investment Consulting Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-02 | 13F | James Investment Research Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 2,458 | -24.44 | 75 | -24.24 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 25,650 | -15.32 | 787 | -15.48 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 30,395 | -61.10 | 933 | -61.17 | ||||
| 2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 18,632 | -25.94 | 572 | -26.13 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 26,836 | -20.64 | 823 | -20.79 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 96 | -38.46 | 3 | -50.00 | ||||
| 2025-08-01 | 13F | First National Trust Co | 41,585 | -12.72 | 1,276 | -12.91 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 67,940 | -34.63 | 2,084 | -34.73 | ||||
| 2025-05-14 | 13F | MYDA Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 314,408 | -2.54 | 9,646 | -2.69 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 51,746 | -60.82 | 1,588 | -60.89 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 10,415 | -9.24 | 320 | -9.37 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 9,919 | -6.14 | 304 | -6.17 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 116,028 | -65.85 | 3,572 | -65.80 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 56,344 | -9.29 | 1,729 | -9.43 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 12,580 | -24.47 | 386 | -24.66 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 686,775 | -3.50 | 21,070 | -3.66 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 2,865,167 | -4.78 | 87,903 | -4.94 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 20,700 | -40.17 | 635 | -40.26 | |||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 78,382 | -11.69 | 2,405 | -11.84 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 979 | -74.95 | 30 | -75.00 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 22,584 | -21.88 | 693 | -22.07 | ||||
| 2025-04-29 | 13F | Calamos Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,478,568 | -4.82 | 45 | -4.26 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 39,640 | -19.79 | 1,239 | -18.45 | ||||
| 2025-05-14 | 13F | First Wilshire Securities Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 31,596 | -18.58 | 969 | -18.71 | ||||
| 2025-04-28 | NP | HCYAX - HILTON TACTICAL INCOME FUND Investor Class | 162,585 | -3.68 | 5,178 | -6.89 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 8,576 | -4.67 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,825,251 | -11.36 | 56 | -12.70 | ||||
| 2025-05-01 | 13F | Auour Investments LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-21 | 13F | Old Second National Bank Of Aurora | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Collective Family Office Llc | 298,995 | -4.79 | 9,173 | -4.94 | ||||
| 2025-08-28 | NP | BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares | Short | -500,000 | -165 | |||||
| 2025-08-14 | 13F | Bank of Marin | 34,791 | -3.04 | 1,067 | -3.18 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Ipswich Investment Management Co., Inc. | 33,864 | -9.37 | 1,039 | -9.58 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 13,532 | -15.06 | 415 | -15.13 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 21,933 | -0.49 | 673 | -0.74 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 148,685 | -4.02 | 5 | 0.00 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 62,643 | -4.76 | 1,922 | -4.95 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 9,744 | -4.05 | 299 | -4.49 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 11,152 | -38.36 | 342 | -38.38 | ||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Kieckhefer Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 450,200 | -8.32 | 13,812 | -8.46 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 40,666 | -5.02 | 1,248 | -5.17 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 12,775 | -4.82 | 0 | |||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Bensler, LLC | 9,370 | -0.66 | 287 | -0.69 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 79,150 | -1.50 | 2,428 | -1.66 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 42,900 | -59.38 | 1,316 | -59.45 | |||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | City Holding Co | 46,847 | -1.68 | 1,437 | -1.78 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 197,023 | -5.89 | 6,045 | -6.05 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 312,993 | -7.48 | 9,603 | -7.64 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 232,173 | -3.52 | 7,123 | -3.67 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 15,303,209 | -6.87 | 469,502 | -7.02 | ||||
| 2025-04-29 | NP | HTFNX - Horizon Tactical Fixed Income Fund Investor Class | 223,056 | -77.96 | 7,104 | -78.69 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 31,667 | -7.44 | 983 | -1.80 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 8,744 | -4.54 | 268 | -4.63 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 6,585 | -1.13 | 202 | -0.98 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 12,369 | -36.43 | 379 | -36.52 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 8,294 | -4.95 | 256 | -1.54 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3,568 | -10.10 | 109 | -9.92 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 121,707 | -3.90 | 3,734 | -4.06 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 49,607 | -0.12 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 19,407 | -16.60 | 595 | -16.78 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 122,417 | -5.05 | 3,762 | -7.20 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 160,458 | -1.35 | 4,923 | -1.52 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 88,469 | -0.94 | 2,714 | 0.41 | ||||
| 2025-05-08 | 13F | Capital Management Associates /ny/ | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 21,860 | -13.67 | 671 | -13.88 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 57,590 | -33.54 | 2 | -50.00 | ||||
| 2025-08-13 | 13F | Centiva Capital, LP | Put | 400,400 | -60.34 | 12,284 | -60.41 | |||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 2,515 | -28.27 | 77 | -27.62 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 21,533,165 | -12.98 | 660,638 | -13.12 | ||||
| 2025-04-03 | 13F | Legacy Wealth Management, LLC / MS | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 9,952 | -3.26 | 305 | -3.48 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 7,927 | -7.76 | 243 | -7.95 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 75,098 | -0.46 | 2,304 | -0.65 | ||||
| 2025-08-14 | 13F | Comerica Bank | 220,620 | -7.12 | 6,769 | -7.27 | ||||
| 2025-04-03 | 13F | Central Pacific Bank - Trust Division | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 52,188 | -0.27 | 1,601 | -0.44 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 8,189 | -38.94 | 251 | -39.08 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 71,158 | -64.93 | 2,183 | -64.99 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 819,504 | -10.33 | 25,142 | -10.48 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 11,441 | -5.21 | 351 | -5.14 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 37,389 | -10.21 | 1,147 | -10.32 | ||||
| 2025-04-29 | NP | HFND - Unlimited HFND Multi-Strategy Return Tracker ETF | 753 | -84.45 | 24 | -85.53 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Carr Financial Group Corp | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Red Spruce Capital, LLC | 21,487 | -0.14 | 659 | -0.30 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 120,161 | -1.56 | 3,687 | -1.71 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 25,040 | -9.79 | 768 | -9.86 | ||||
| 2025-05-09 | 13F | Fortis Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 67,980 | -11.29 | 2,086 | -11.43 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 42,978 | -38.31 | 1 | -50.00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 69,909 | -1.25 | 2,145 | -1.43 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 29,922 | -13.07 | 918 | -13.15 | ||||
| 2025-05-12 | 13F | Nomura Asset Management Co Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 37,406 | -0.05 | 1,148 | -0.26 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 27,300 | -3.83 | 838 | -4.01 | ||||
| 2025-05-02 | 13F | Sage Mountain Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 16,809 | -21.36 | 516 | -21.49 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 9,339 | -14.82 | 287 | -14.88 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9,177 | -9.88 | 282 | -9.94 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 410,639 | -0.66 | 12,598 | -0.82 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Benchmark Investment Advisors LLC | 9,996 | -7.77 | 307 | -9.71 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 2,137 | -30.53 | 66 | -30.85 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 199,014 | -0.04 | 6,106 | -0.21 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 33,975 | -0.02 | 1,042 | -0.19 | ||||
| 2025-08-01 | 13F | Motco | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 151 | -91.89 | 5 | -92.98 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,946 | -1.12 | 643 | -1.68 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 57,063 | -20.07 | 1,751 | -20.20 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 16,486 | -21.60 | 506 | -21.83 | ||||
| 2025-08-08 | 13F | Spectrum Asset Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 60,598 | -7.97 | 1,859 | -8.11 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 13,140 | -50.68 | 403 | -50.73 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 11,907 | -19.86 | 365 | -19.96 | ||||
| 2025-04-24 | 13F | Allspring Global Investments Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,162,781 | -9.41 | 35,674 | -9.55 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 32,985 | -29.84 | 1,012 | -29.99 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 152,373 | -2.08 | 4,675 | -2.24 | ||||
| 2025-07-30 | 13F | CMG Global Holdings, LLC | 40,003 | -0.37 | 1,245 | 2.72 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 628,268 | -9.18 | 19,275 | -9.32 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 36,656 | -14.47 | 1 | 0.00 | ||||
| 2025-07-24 | 13F | Freedom Day Solutions, LLC | 228,983 | -3.01 | 7,025 | -3.17 | ||||
| 2025-04-28 | 13F | Clear Creek Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 10,735 | -8.51 | 329 | -7.84 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 41,630 | -2.41 | 1,277 | -2.52 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 500 | -54.55 | 15 | -54.55 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 160,068 | -7.90 | 4,911 | -8.05 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 11,200 | -43.43 | 344 | -43.59 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 89,185 | -2.25 | 2,736 | -2.39 | ||||
| 2025-05-15 | 13F | Hancock Whitney Corp | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 85,085 | -2.62 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 8,057,163 | -0.97 | 247,194 | -1.13 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 1,115,156 | -1.96 | 34,213 | -2.12 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 9 | -92.91 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 31,222 | -1.92 | 958 | -2.15 | ||||
| 2025-05-05 | 13F | Parkworth Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-02 | 13F/A | Industrial Alliance Investment Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 172,831 | -0.98 | 5,302 | -1.14 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1,524,542 | -11.22 | 48,982 | -7.18 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 127,219 | -9.92 | 3,903 | -10.05 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 35,236 | -10.90 | 1,081 | -11.03 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 17,842 | -3.51 | 547 | -3.70 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A | 266,851 | -41.90 | 8,187 | -42.00 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 12,012 | -6.93 | 369 | -7.07 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 578,544 | -16.50 | 17,750 | -16.64 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 58,700 | -44.20 | 1,801 | -44.31 | |||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 163,873 | -0.39 | 5,028 | -0.55 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 95,562 | -2.98 | 2,932 | -3.14 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 13,483 | -37.99 | 414 | -38.17 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 1,237 | -67.89 | 38 | -68.64 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 229,934 | -63.72 | 7,054 | -63.78 | ||||
| 2025-08-12 | 13F | Wulff, Hansen & Co. | 12,205 | -8.06 | 374 | -8.11 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1,025 | -26.79 | 31 | -27.91 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 745 | -71.46 | 23 | -72.50 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | -245 | -25.98 | -8 | -30.00 | |||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 13,077 | -60.97 | 401 | -61.03 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 23,649 | -62.20 | 726 | -62.28 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 92,285 | -1.26 | 2,831 | -1.43 | ||||
| 2025-04-22 | 13F | Nilsine Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 184,799 | -56.40 | 5,670 | -56.47 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 8,250 | -4.30 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 104,371 | -1.40 | 3,202 | -1.54 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 21,208 | -42.52 | 651 | -42.63 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 47,015 | -0.62 | 1,442 | -0.76 | ||||
| 2025-05-15 | 13F | Williams Jones Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 6,763 | -6.94 | 207 | -7.17 | ||||
| 2025-07-11 | 13F | Osher Van de Voorde Investment Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 16,203 | -35.87 | 497 | -35.95 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-14 | 13F | Moulton Wealth Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 93,918 | -8.69 | 2,881 | -8.83 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 7,539 | -19.27 | 231 | -19.23 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 45,378 | -33.97 | 1,392 | -34.06 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 394 | -83.77 | 12 | -83.78 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 7,997 | -93.27 | 245 | -93.29 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 81,523 | -9.50 | 2,501 | -9.65 | ||||
| 2025-05-08 | 13F | Cutler Investment Counsel Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Samalin Investment Counsel, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 175,054 | -2.27 | 5,371 | -2.43 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 28,866 | -28.61 | 886 | -28.74 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 15,231 | -1.93 | 467 | -2.10 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1,500 | -92.31 | 46 | -92.32 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 1,369,883 | -11.88 | 42,028 | -12.02 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 12,492 | -1.23 | 383 | -1.29 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 77,391 | -0.07 | 2,413 | 6.35 | ||||
| 2025-07-17 | 13F | Flywheel Private Wealth LLC | 6,855 | -40.26 | 210 | -40.34 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 836,063 | -0.33 | 25,650 | -0.50 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 24,350 | -4.54 | 747 | -4.60 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 666,320 | -0.81 | 20,443 | -0.97 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 240,264 | -7.37 | 7,371 | -7.53 | ||||
| 2025-04-25 | 13F | Little House Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 8,699 | -0.02 | 267 | -0.37 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 89,924 | -13.93 | 2,759 | -14.08 | ||||
| 2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 70,672 | -9.54 | 2,168 | -9.67 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 58,953 | -2.09 | 1,809 | -2.27 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 83,917 | -5.89 | 2,575 | -6.06 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 14,498 | -11.37 | 445 | -11.55 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 120,163 | -3.30 | 3,687 | -3.46 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 25,729 | -0.68 | 789 | -0.75 | ||||
| 2025-07-31 | 13F | United Community Bank | 24,885 | -16.87 | 763 | -16.97 | ||||
| 2025-07-14 | 13F | Edge Wealth Management LLC | 1,187,310 | -8.91 | 36,444 | -9.01 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-08 | 13F | Burns J W & Co Inc/ny | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | UMA Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 10Elms LLP | 14,114 | -0.91 | 433 | -0.92 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 15,540 | -1.28 | 477 | -1.45 | ||||
| 2025-06-03 | 13F | Invst, LLC | 16,205 | -3.70 | 498 | -6.05 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 412,366 | -12.97 | 12,651 | -13.11 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 3,672,150 | -1.37 | 112,637 | -1.58 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 30,708 | -1.97 | 942 | -2.08 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 157,215 | -53.16 | 4,823 | -53.24 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 66,495 | -60.39 | 2,040 | -60.45 | ||||
| 2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 6,685 | -7.36 | 205 | -7.24 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 66,533 | -4.81 | 2,041 | -3.09 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Freestone Capital Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4,212,625 | -11.90 | 129,243 | -12.04 | ||||
| 2025-07-07 | 13F | Somerset Trust Co | 48,166 | -4.98 | 1,478 | -5.14 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 7,559 | -15.47 | 232 | -15.69 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 76,421 | -3.63 | 2,345 | -3.78 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 10,221 | -81.99 | 314 | -82.04 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 29,158 | -6.24 | 895 | -6.39 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 10,728 | -5.20 | 329 | -5.19 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 12,623 | -7.60 | 386 | -8.31 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 792,197 | -3.93 | 24,305 | -4.09 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 7,980 | -5.10 | 245 | -5.43 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 66,886 | -17.80 | 2,052 | -17.92 | ||||
| 2025-04-24 | 13F | CNB Bank | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 372,537 | -73.58 | 11,429 | -73.62 | ||||
| 2025-07-21 | 13F | Syntax Research, Inc. | 255 | -52.43 | 8 | -56.25 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 140,007 | -5.76 | 4,295 | -5.91 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 8,312 | -16.42 | 255 | -16.39 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 12,107 | -11.08 | 371 | -11.24 | ||||
| 2025-05-12 | 13F | RIA Advisory Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 10,590 | -10.87 | 325 | -11.23 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 24,141 | -13.07 | 741 | -13.25 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 447,836 | -6.87 | 13,740 | -7.02 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 44,983 | -1.45 | 1,380 | -1.57 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 100,924 | -16.88 | 3,096 | -17.02 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 49,970 | -2.05 | 1,533 | -2.17 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 49,603 | -66.77 | 1,522 | -67.59 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,967 | -20.81 | 60 | -21.05 | ||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 12,419 | -1.58 | 381 | -1.55 | ||||
| 2025-05-15 | 13F | Pinnacle Financial Group, LLC / IL | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 11,410 | -21.42 | 350 | -21.52 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 100,338 | -1.46 | 3,078 | -1.63 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 122,929 | -25.27 | 3,771 | -25.39 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 736 | -12.90 | 23 | -12.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,223,165 | -1.69 | 37,530 | -1.85 | ||||
| 2025-04-22 | 13F | Ellis Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 9,022,801 | -14.96 | 276,820 | -15.10 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 305,816 | -9.94 | 9,382 | -10.08 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 1,085 | -47.96 | 33 | -48.44 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 126,090 | -0.18 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 466,887 | -54.38 | 14 | -54.84 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Lane & Associates LLC | 7,326 | -55.08 | 225 | -56.56 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,023,625 | -7.70 | 62,085 | -7.85 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 7,246 | -46.21 | 222 | -46.25 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 18,490 | -1.00 | 567 | -1.05 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 518,576 | -15.39 | 16 | -16.67 | ||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 97,971 | -13.13 | 3,006 | -13.28 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 27,491 | -4.41 | 843 | -4.53 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 57,237 | -0.22 | 1,756 | -0.34 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 37,982 | -0.90 | 1,165 | -1.02 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 11,776 | -16.59 | 361 | -16.63 | ||||
| 2025-08-08 | 13F | Beck Bode, LLC | 18,054 | -30.66 | 554 | -30.87 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 9,184 | -5.37 | 282 | -5.70 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1,510 | -25.62 | 46 | -28.12 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Studio Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-05-28 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A | 8,000 | -48.39 | 246 | -49.69 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 7,316 | -27.46 | 224 | -27.51 | ||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 38,444 | -3.41 | 1,179 | -3.60 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 212,323 | -49.16 | 6,514 | -49.24 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 31,869 | -8.22 | 978 | -8.43 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 11,575 | -20.12 | 355 | -20.22 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 37,327 | -10.68 | 1,145 | -10.83 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 39,614 | -2.26 | 1,215 | -2.41 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 9,387 | -3.39 | 288 | -3.36 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 13,545 | -32.38 | 422 | -31.54 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 37,747 | -13.68 | 1,158 | -13.78 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 25,684 | -39.53 | 788 | -39.69 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 38,322 | -1.05 | 1,176 | -1.26 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 81,278 | -11.17 | 2,494 | -11.31 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 5,852 | -7.14 | 180 | -7.25 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 21,181 | -22.85 | 650 | -23.01 | ||||
| 2025-04-28 | 13F | Novem Group | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 1,083,281 | -1.57 | 33,235 | -1.73 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 10,240 | -63.34 | 314 | -63.53 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 7,273 | -28.28 | 228 | -26.69 | ||||
| 2025-07-28 | 13F | Td Asset Management Inc | 61,595 | -12.85 | 1,890 | -12.99 | ||||
| 2025-05-08 | 13F | Gs Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 146,131 | -2.60 | 4,483 | -2.75 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17,386 | -9.58 | 533 | -9.66 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 9,181 | -10.26 | 282 | -10.51 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 9,000 | -2.17 | 276 | 3.37 | ||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Dark Forest Capital Management Lp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Ames National Corp | 23,462 | -20.45 | 720 | -20.64 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 38,765 | -6.08 | 1,189 | -6.23 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 34,230 | -27.82 | 1,050 | -27.93 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 27,131 | -0.86 | 832 | -0.95 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2,410 | -44.16 | 74 | -44.70 | ||||
| 2025-07-17 | 13F | Delta Capital Management Llc | 16,790 | -1.76 | 1 | |||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 43,925 | -0.85 | 1,348 | -1.03 | ||||
| 2025-08-07 | 13F | Keynote Financial Services Llc | 12,683 | -3.06 | 389 | -3.23 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 7,348 | -2.68 | 225 | -3.02 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,131 | -16.96 | 35 | -17.07 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 10,990 | -11.11 | 337 | -11.08 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 32,034 | -6.56 | 983 | -6.74 | ||||
| 2025-07-31 | 13F | City State Bank | 21,165 | -2.31 | 649 | -2.41 | ||||
| 2025-04-08 | 13F | Andrew Hill Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | PNARX - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 | 3,293 | -98.79 | 100 | -98.86 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 2,968 | -0.60 | 91 | 0.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 5,598,807 | -4.98 | 171,771 | -5.13 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 58,829 | -1.84 | 1,805 | -2.01 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 129,120 | -0.33 | 3,968 | -2.60 | ||||
| 2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4,305,502 | -13.04 | 132,093 | -13.19 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 21,467 | -45.04 | 659 | -45.17 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 5,436 | -1.81 | 167 | -2.35 | ||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 49,312 | -0.73 | 1,513 | -0.92 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 78,917 | -23.84 | 2,421 | -23.96 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 50,809 | -10.65 | 1,559 | -10.82 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 826,925 | -3.92 | 25,370 | -4.08 | ||||
| 2025-05-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 105,053 | -3.89 | 3,223 | -4.02 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 68,518 | -69.12 | 2,101 | -68.29 | ||||
| 2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sei Investments Co | 24,932 | -60.42 | 765 | -60.52 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 29,078 | -5.49 | 892 | -5.61 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,706,571 | -4.98 | 52,433 | -5.29 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 32,416 | -2.45 | 1,010 | -1.08 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | -146 | -42.75 | -4 | -42.86 | |||
| 2025-08-12 | 13F | MAI Capital Management | 886,104 | -4.03 | 27,186 | -4.18 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 12,750 | -1.05 | 391 | -1.01 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 46,871 | -2.25 | 1,438 | -2.38 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 540 | -52.63 | 17 | -54.29 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 5,824 | -56.52 | 179 | -56.69 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 19,656 | -8.77 | 1 | |||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 7,298 | -0.94 | 224 | -1.33 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 21,204 | -8.36 | 651 | -8.58 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 553,491 | -9.73 | 16,981 | -9.87 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 33,998 | -3.14 | 1,043 | -3.25 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 11,074 | -2.47 | 340 | -2.59 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 76,908 | -1.43 | 2,360 | -1.59 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 1,385 | -43.81 | 0 | |||||
| 2025-08-06 | 13F | SP Asset Management LLC | 146,826 | -8.24 | 4,505 | -8.40 | ||||
| 2025-05-08 | 13F | Private Advisory Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 51,687 | -25.44 | 1,586 | -27.26 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 15,790 | -3.88 | 484 | -3.97 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 12,600 | -26.53 | 387 | -26.76 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 267,929 | -16.29 | 8 | -11.11 | ||||
| 2025-08-26 | NP | TFPN - Blueprint Chesapeake Multi-Asset Trend ETF | Short | -28,615 | -190.99 | -878 | -190.79 | |||
| 2025-07-08 | 13F | Dover Advisors, Llc | 20,172 | -10.34 | 619 | -10.56 | ||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 68,838 | -1.68 | 2,112 | -1.86 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 13,549 | -5.40 | 416 | -5.68 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 33,730 | -7.41 | 1,035 | -7.60 | ||||
| 2025-04-25 | 13F | Tradewinds Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Fogel Capital Management, Inc. | 41,450 | -12.83 | 1,272 | -13.00 | ||||
| 2025-05-08 | 13F | Investment House Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 14,383 | -16.04 | 441 | -18.78 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 71,258 | -0.59 | 2,186 | -0.73 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 41,980 | -4.24 | 42 | -4.65 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 49,341 | -1.02 | 1,516 | -3.25 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 127,988 | -15.20 | 3,927 | -15.35 | ||||
| 2025-04-23 | 13F | WoodTrust Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 29,374 | -12.77 | 901 | -12.86 | ||||
| 2025-05-15 | 13F | Infrastructure Capital Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 10,222 | -47.26 | 314 | -47.39 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 121,143 | -45.49 | 3,717 | -45.59 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 11,629 | -11.38 | 357 | -11.66 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 9,595 | -1.03 | 294 | -1.01 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 7,593 | -4.07 | 233 | -4.53 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 4,627 | -96.72 | 141 | -96.73 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 48,101 | -60.71 | 1,476 | -60.78 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 58,529 | -0.93 | 1,796 | -1.10 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 7,444 | -8.02 | 228 | -8.06 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-12 | 13F | WealthPLAN Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Betterment LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 14,333 | -18.27 | 440 | -18.40 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 13,293 | -5.05 | 408 | -5.35 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 175,374 | -23.44 | 5,380 | -23.57 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 28,381 | -0.85 | 871 | -1.02 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 755 | -8.15 | 23 | -8.00 | ||||
| 2025-04-11 | 13F | Lake Hills Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14,914 | -29.51 | 458 | -29.15 | ||||
| 2025-08-05 | 13F | Burney Co/ | 12,052 | -1.27 | 370 | -1.60 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 12,001 | -22.70 | 368 | -22.85 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 18,612 | -4.12 | 571 | -4.19 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 11,982 | -97.71 | 368 | -97.72 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 13,284 | -66.64 | 408 | -67.34 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 100,995 | -48.18 | 3,099 | -48.27 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 93,529 | -8.27 | 2,869 | -8.43 | ||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 70,879 | -34.59 | 2,175 | -34.70 | ||||
| 2025-08-14 | 13F | Creegan & Nassoura Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 15,900 | -53.78 | 488 | -53.88 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 9,464 | -11.66 | 290 | -11.85 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 35 | -28.57 | 1 | 0.00 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 7,000 | -51.72 | 214 | -52.13 | |||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 21,590 | -1.48 | 662 | -1.63 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 161,752 | -3.07 | 4,963 | -3.24 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 217,404 | -18.74 | 6,670 | -18.88 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 15,702 | -16.35 | 482 | -18.06 | ||||
| 2025-08-13 | 13F | Finer Wealth Management, Inc. | 9,430 | -22.81 | 289 | -22.93 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 641 | -75.76 | 19 | -76.54 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 121,612 | -1.44 | 3,731 | -1.58 | ||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 59,054 | -28.93 | 2 | -50.00 | ||||
| 2025-04-30 | 13F | Round Rock Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 92,135 | -13.21 | 2,827 | -13.37 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 117,964 | -1.69 | 3,619 | -1.84 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 245,695 | -28.64 | 7,538 | -28.76 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 21,577 | -0.73 | 1 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 92,269 | -1.64 | 2,831 | -1.80 | ||||
| 2025-08-08 | 13F | Creative Planning | 119,778 | -57.86 | 3,675 | -57.93 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 8,420 | -91.99 | 258 | -92.01 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 24,937 | -89.83 | 765 | -89.84 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 8,700 | -19.44 | 267 | -19.64 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 125 | -59.68 | 4 | -66.67 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 32,701 | -1.33 | 1,003 | -1.47 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 26,575 | -0.88 | 815 | -0.97 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 64,408 | -51.36 | 1,976 | -51.44 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 22,339 | -4.42 | 685 | -4.60 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 12,096 | -27.07 | 371 | -27.11 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 18,697 | -26.70 | 574 | -26.82 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 198,273 | -1.58 | 6,083 | -1.73 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 7,795 | -16.14 | 239 | -16.14 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-21 | 13F | McHugh Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 110,462 | -0.18 | 3,389 | -0.35 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 23 | -88.50 | 1 | -100.00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 6,879 | -97.75 | 211 | -97.75 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,780,344 | -1.71 | 54,621 | -1.87 | ||||
| 2025-04-11 | 13F | Magnus Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 18,878 | -35.16 | 579 | -35.23 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 50,189 | -73.86 | 1,540 | -73.92 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 12,645 | -0.94 | 391 | 2.09 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 47,918 | -7.69 | 1,470 | -7.84 | ||||
| 2025-05-12 | 13F | Trustmark National Bank Trust Department | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 3,018 | -31.53 | 93 | -31.85 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 14,703 | -0.03 | 451 | 0.00 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-02 | 13F | Prepared Retirement Institute LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 691,210 | -0.89 | 21,206 | -1.05 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 22,685 | -50.40 | 696 | -50.53 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 18,207 | -87.87 | 559 | -87.71 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 61,128 | -5.11 | 1,875 | -5.26 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 19,453 | -21.20 | 597 | -21.37 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 29,952 | -16.44 | 919 | -16.62 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 13,397 | -17.85 | 411 | -17.96 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-25 | 13F | Hutchens & Kramer Investment Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 38,837 | -5.60 | 1,192 | -5.78 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 16,231 | -52.73 | 498 | -52.89 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 142,545 | -3.30 | 4,373 | -3.47 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 37,821 | -4.84 | 1,160 | -5.00 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 21,375 | -5.39 | 666 | -4.03 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2,610,950 | -7.71 | 80,104 | -7.86 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 11,859 | -70.27 | 364 | -70.37 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 59,065 | -77.37 | 1,812 | -77.41 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 53,882 | -24.93 | 1,697 | -21.66 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 20,437 | -21.03 | 627 | -21.13 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 7,631 | -3.04 | 234 | -2.90 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 31,342 | -9.43 | 962 | -9.60 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 62,958 | -5.14 | 1,932 | -5.30 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,267,323 | -5.00 | 38,881 | -5.16 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 19,426 | -0.41 | 596 | -0.67 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 28,364 | -92.56 | 872 | -92.73 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 53,881 | -0.61 | 2 | 0.00 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 83,884 | -0.19 | 2,574 | -0.35 |
