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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | NP | APPLX - Appleseed Fund Investor Class | 175,000 | -12.50 | 4,436 | -7.81 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 3,917 | -8.82 | 99 | -3.88 | ||||
| 2025-06-30 | NP | SMILX - SMI 50/40/10 Fund | 207,380 | -6.24 | 5,214 | 8.88 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,162,641 | -0.83 | 29,705 | 5.31 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 134,958 | -0.64 | 3,421 | 4.68 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 8,255 | -77.67 | 209 | -76.49 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 11,009 | -32.93 | 279 | -29.19 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 67,837 | -0.96 | 1,720 | 4.37 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 46,207 | -6.06 | 1,171 | -1.01 | ||||
| 2025-07-22 | NP | TIGGX - Goldman Sachs Tax-Advantaged Global Equity Portfolio Institutional | 18,939 | -62.73 | 476 | -57.58 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 24,106 | -46.26 | 611 | -43.37 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 614,790 | -0.13 | 15,585 | 5.22 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 19,359 | -80.75 | 491 | -79.74 | ||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 107,225 | -25.22 | 2,718 | -21.19 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 909,453 | -3.04 | 23,055 | 2.15 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 9,729 | -0.44 | 247 | 4.68 | ||||
| 2025-07-22 | 13F | Elevate Capital Advisors, LLC | 197,208 | -2.47 | 4,999 | 2.78 | ||||
| 2025-07-07 | 13F | Hedges Asset Management LLC | 65,000 | -17.20 | 1,648 | -12.76 | ||||
| 2025-05-19 | NP | LIONX - Issachar Fund Class N Shares | 60,000 | -40.77 | 1,444 | -30.09 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 488,158 | -9.88 | 12,375 | -5.06 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 1,077,957 | -36.56 | 27,326 | -33.16 | ||||
| 2025-08-07 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 209,479 | -16.80 | 5,310 | -12.35 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 60,135 | -0.32 | 1,524 | 5.03 | ||||
| 2025-08-20 | NP | CONWX - Concorde Wealth Management Fund | 60,000 | -19.46 | 1,521 | -15.12 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 294,990 | -1.50 | 7,478 | 3.78 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 15,000 | -26.24 | 380 | -22.29 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 147,316 | -6.59 | 3,734 | -1.58 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 11,035 | -4.71 | 283 | 0.71 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 110,858 | -12.16 | 2,810 | -7.44 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 10,488 | -0.06 | 266 | 5.16 | ||||
| 2025-05-16 | 13F | Jones Financial Companies Lllp | 244 | -87.32 | 39 | 2.63 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 123,009 | -69.71 | 3,130 | -67.97 | ||||
| 2025-08-28 | NP | SAMM - Strategas Macro Momentum ETF | 9,574 | -61.55 | 243 | -59.60 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 9,225 | -24.20 | 0 | |||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 13,181 | -0.48 | 334 | 5.03 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 155,591 | -43.93 | 3,944 | -29.57 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 19,550 | -6.07 | 496 | -1.00 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 11,000 | -35.97 | 279 | -32.69 | ||||
| 2025-07-29 | 13F | Arnhold LLC | 51,486 | -8.85 | 1,305 | -3.97 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 14,330 | -61.51 | 363 | -59.44 | ||||
| 2025-05-08 | 13F | Federated Hermes, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 576,045 | -18.02 | 14,603 | -13.62 | ||||
| 2025-07-21 | 13F | Phraction Management LLC | 168,463 | -13.81 | 4,271 | -9.19 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 17,718 | -2.34 | 449 | 2.98 | ||||
| 2025-07-29 | 13F | WS Portfolio Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 4,843,086 | -3.65 | 122,772 | 1.52 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 16,925 | -26.41 | 429 | -22.42 | ||||
| 2025-05-12 | 13F | Fiduciary Family Office, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 10,000 | -9.09 | 254 | -4.17 | ||||
| 2025-05-15 | 13F | Weiss Asset Management LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 405,197 | -3.00 | 10,272 | 2.20 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 259 | -85.23 | 7 | -85.71 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Montis Financial, LLC | 87,951 | -2.87 | 2,230 | 2.34 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 13,270 | -31.53 | 336 | -27.90 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 253,080 | -1.66 | 6,416 | 3.62 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 204,857 | -0.01 | 5,193 | 5.36 | ||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 866,612 | -0.68 | 21,969 | 4.64 | ||||
| 2025-08-13 | 13F | Pictet Asset Management Holding SA | 129,406 | -57.59 | 3,280 | -55.32 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 346,603 | -37.18 | 8,786 | -33.81 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 37,134 | -4.82 | 941 | 0.32 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 355,694 | -2.53 | 9,017 | 2.69 | ||||
| 2025-07-22 | 13F | Chemung Canal Trust Co | 354,550 | -1.16 | 8,988 | 4.14 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Matauro, Llc | 2,020,000 | -5.65 | 51,207 | -0.59 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,192,904 | -8.78 | 30,240 | -3.89 | ||||
| 2025-06-26 | NP | DWAT - Arrow DWA Tactical ETF | 6,770 | -31.47 | 170 | -20.19 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 41,835 | -2.33 | 1,061 | 2.91 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 18,337 | -5.17 | 465 | -0.22 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 37,872 | -11.46 | 960 | -6.71 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 35,700 | -0.56 | 905 | 4.75 | ||||
| 2025-05-15 | 13F | Wexford Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 170,064 | -1.76 | 4,311 | 3.51 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Keel Point, LLC | 40,090 | -4.42 | 1,016 | 0.69 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Sprott Inc. | 1,942,429 | -2.30 | 49,242 | 2.93 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 17,498 | -74.31 | 444 | -72.95 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 447,302 | -21.76 | 11,339 | -17.56 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 6,988 | -6.68 | 177 | -1.67 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 30,069 | -47.19 | 762 | -44.34 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 11,658 | -2.10 | 296 | 3.15 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 320,153 | -2.09 | 8,116 | 3.15 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 359 | -2.97 | 9 | 12.50 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 299,483 | -44.13 | 7,592 | -41.14 | ||||
| 2025-04-07 | 13F | Howard Financial Services, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | FNY Investment Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | True North Advisors, LLC | 35,008 | -2.26 | 887 | 3.02 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 306,447 | -7.29 | 7,713 | -3.02 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 24,711 | -28.48 | 626 | -24.67 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 18,174 | -6.20 | 461 | -1.29 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,617,170 | -3.87 | 40,995 | 1.28 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 40,898 | -1.53 | 1,037 | 3.70 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | A. D. Beadell Investment Counsel, Inc. | 100,767 | -1.40 | 3 | 0.00 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 53,944 | -0.10 | 1,367 | 5.23 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 221,171 | -9.55 | 5,607 | -4.71 | ||||
| 2025-04-22 | 13F | Arrow Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | NP | GIDGX - Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional | 1,788 | -62.58 | 45 | -58.10 | ||||
| 2025-04-15 | 13F | Simon Quick Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 84,776 | -0.24 | 2,149 | 5.14 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 74,065 | -11.86 | 1,878 | -7.13 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 35,023 | -21.59 | 888 | -17.41 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 12,368 | -1.57 | 0 | |||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 39,510 | -0.50 | 1,002 | 4.82 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 15,947 | -15.80 | 404 | -11.21 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 20,000 | -9.09 | 507 | -4.16 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 13,000 | -12.16 | 313 | 4.70 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 5,960 | -24.89 | 120 | -36.84 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 258,356 | -13.94 | 6,549 | -9.32 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 8,961 | -0.13 | 227 | 5.58 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | apricus wealth, LLC | 19,000 | -17.39 | 482 | -13.02 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 23,847 | -16.78 | 605 | -12.34 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 227,655 | -1.27 | 5,771 | 4.04 | ||||
| 2025-07-17 | 13F | Black Point Wealth Management | 28,299 | -69.39 | 717 | -67.76 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 281,887 | -5.61 | 7,146 | -0.56 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 11,020 | -16.42 | 279 | -10.58 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 97,920 | -8.84 | 2,482 | -3.95 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 65,599 | -1.50 | 1,663 | 3.75 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 161,290 | -1.54 | 4,089 | 3.73 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 47,500 | -7.59 | 1,204 | -2.59 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 117,147 | -23.75 | 2,969 | -19.67 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Quilter Plc | 448,093 | -2.53 | 11,359 | 2.69 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 585 | -41.50 | 15 | -41.67 | ||||
| 2025-08-14 | 13F | Manatuck Hill Partners, LLC | 262,500 | -36.36 | 6,654 | -32.95 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 27,621 | -6.88 | 700 | -1.82 | ||||
| 2025-05-08 | 13F | Savant Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 28,257 | -10.18 | 716 | -5.29 | ||||
| 2025-04-21 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 227,655 | -1.48 | 5,771 | 3.81 | ||||
| 2025-05-07 | 13F | Robinson Value Management, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 59,915 | -6.36 | 1,519 | -1.36 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 24,552 | -34.98 | 622 | -31.50 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 209,531 | -1.75 | 5,312 | 3.51 | ||||
| 2025-08-07 | 13F | Commerce Bank | 31,536 | -3.07 | 799 | 2.17 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 341,901 | -0.98 | 8,756 | 11.13 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 259,978 | -2.21 | 6,590 | 3.03 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Mason Hill Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | St. James Investment Company, LLC | 87,465 | -1.88 | 2,217 | 3.40 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 36,437 | -81.30 | 924 | -80.31 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 543,915 | -1.69 | 14,066 | 1.09 | ||||
| 2025-05-09 | 13F | Westwood Holdings Group Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 89,525 | -22.17 | 2,269 | -18.00 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 2,519,041 | -9.14 | 63,858 | -4.27 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 37,477 | -35.91 | 950 | -31.75 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Clarity Financial LLC | 15,895 | -2.75 | 403 | 2.29 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,453,624 | -5.13 | 37 | 0.00 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 237,065 | -0.33 | 6,183 | 8.04 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 43,100 | -5.48 | 1,093 | -0.46 | ||||
| 2025-05-07 | 13F | Drive Wealth Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 87,533 | -10.66 | 2,219 | -5.90 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 92,054 | -4.56 | 2,353 | 3.07 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 32,087 | -7.63 | 813 | -2.63 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 30,528 | -6.48 | 1 | |||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 40,161 | -2.43 | 1,018 | 2.83 | ||||
| 2025-08-13 | 13F | Philadelphia Trust Co | 359,487 | -16.23 | 9 | -10.00 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 1,007,806 | -1.25 | 25,548 | 4.04 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,689,784 | -18.67 | 42,836 | -14.31 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1,871,490 | -0.72 | 47,442 | 4.60 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 10,216 | -3.48 | 259 | 1.57 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5,524,818 | -3.54 | 140,054 | 1.63 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 12,490 | -9.35 | 317 | -4.53 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 48,487 | -64.04 | 1,229 | -62.11 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 103,870 | -0.59 | 2,633 | 4.78 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 18,636 | -0.51 | 472 | 4.89 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 28,571 | -5.64 | 724 | -0.55 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 23,453 | -0.29 | 595 | 5.13 | ||||
| 2025-08-14 | 13F | Concorde Financial Corp | 620,923 | -26.37 | 15,740 | -22.42 | ||||
| 2025-08-14 | 13F | Farringdon Capital, Ltd. | 56,889 | -49.96 | 1,442 | -47.28 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 71,543 | -51.88 | 1,814 | -49.32 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 12,369 | -0.68 | 314 | 4.68 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 14,960 | -35.21 | 385 | -36.32 | ||||
| 2025-08-08 | 13F | Creative Planning | 205,995 | -27.85 | 5,222 | -23.99 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 322,264 | -3.91 | 8,169 | 1.24 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 34,843 | -5.27 | 883 | -0.23 | ||||
| 2025-08-08 | 13F | Thompson Davis & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 232,141 | -16.20 | 5,885 | -11.70 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 23,046 | -1.51 | 584 | 3.73 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 3,026 | -19.86 | 77 | -15.56 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 22,674 | -14.31 | 575 | -9.75 | ||||
| 2025-08-05 | 13F | Meixler Investment Management, Ltd. | 631,977 | -3.41 | 16,021 | 1.77 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 11,545 | -98.15 | 293 | -98.06 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 11,314 | -17.48 | 287 | 3.62 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 29,255 | -6.86 | 742 | -1.85 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 129,503 | -0.62 | 3,283 | 4.69 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 4,261,148 | -8.24 | 108,020 | -3.32 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 54,706 | -13.08 | 1,387 | -8.45 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 254,542 | -1.79 | 6,453 | 3.48 | ||||
| 2025-06-30 | NP | SMIDX - SMI Dynamic Allocation Fund | 548,770 | -13.21 | 13,796 | 0.79 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 13,544 | -0.22 | 343 | 5.21 | ||||
| 2025-08-26 | NP | PVCMX - Palm Valley Capital Fund Investor Class | 155,197 | -23.45 | 3,934 | -19.34 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 29,141 | -24.82 | 739 | -20.82 | ||||
| 2025-07-15 | 13F | Surience Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 47,670 | -1.57 | 1,208 | 3.69 | ||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 363,455 | -5.61 | 9,214 | -0.55 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 8,828 | -0.56 | 224 | 4.69 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 36,463 | -24.31 | 924 | -20.29 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 56,560 | -7.23 | 1,434 | -2.25 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 51,316 | -24.97 | 1,301 | -20.97 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 927,690 | -23.31 | 23,517 | -19.20 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 68,747 | -1.24 | 1,743 | 4.06 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 130,919 | -0.22 | 3,319 | 5.13 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 300,116 | -22.40 | 8 | -22.22 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 76,656 | -5.24 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 27,300 | -94.01 | 692 | -93.69 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 572,423 | -5.62 | 14,511 | -0.56 |
