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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-05 | 13F | Elm Partners Management LLC | 30,957 | -64.71 | 783 | -61.90 | ||||
2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-05-02 | 13F | United Community Bank | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 8,078 | -39.19 | 204 | -34.41 | ||||
2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 40,645 | -61.36 | 1,028 | -58.28 | ||||
2025-08-12 | 13F | Sierra Summit Advisors Llc | 13,857 | -5.02 | 351 | 2.64 | ||||
2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 71,225 | -38.62 | 1,802 | -33.76 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 21,012 | -21.18 | 532 | -14.90 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 91,844 | -17.73 | 2,324 | -11.37 | ||||
2025-08-08 | 13F | Bailard, Inc. | 68,694 | -4.38 | 1,738 | 3.21 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 18,943 | -14.68 | 479 | -7.88 | ||||
2025-08-05 | 13F | Marshall Financial Group Inc /adv | 729,019 | -2.34 | 18,444 | 5.45 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 47,817 | -0.94 | 1,210 | 6.99 | ||||
2025-07-15 | 13F | Bnc Wealth Management, Llc | 57,125 | -7.37 | 1,445 | 0.07 | ||||
2025-08-04 | 13F | Clear Investment Research, Llc | 22,798 | -1.93 | 577 | 5.88 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Skyline Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Firestone Capital Management | 80,196 | -8.57 | 2,029 | -1.31 | ||||
2025-07-18 | 13F | Pacific Point Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 64,794 | -7.47 | 1,639 | -0.06 | ||||
2025-08-04 | 13F | Atria Investments Llc | 34,120 | -77.75 | 863 | -75.98 | ||||
2025-05-02 | 13F | Fortis Group Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Breakwater Investment Management | 1,404 | -77.01 | 36 | -75.52 | ||||
2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 15,920 | -2.45 | 403 | 5.24 | ||||
2025-05-23 | 13F | Strategic Financial Services, Inc, | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Meritage Portfolio Management | 0 | -100.00 | 0 | |||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 192 | -94.17 | 4 | -95.29 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 3,064 | -7.77 | 78 | 0.00 | ||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 317,695 | -0.50 | 8,038 | 7.43 | ||||
2025-07-30 | 13F | Pittenger & Anderson Inc | 144,660 | -1.02 | 3,660 | 6.86 | ||||
2025-07-08 | 13F | First International Bank & Trust | 122,760 | -28.54 | 3,106 | -22.84 | ||||
2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 691,657 | -5.05 | 17,499 | 2.53 | ||||
2025-07-10 | 13F | CWC Advisors, LLC. | 19,626 | -0.25 | 497 | 7.59 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 585,917 | -2.27 | 15 | 0.00 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7,644 | -0.26 | 193 | 7.82 | ||||
2025-07-09 | 13F | Bowman & Co S.C. | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 11,643 | -11.46 | 295 | -4.55 | ||||
2025-08-12 | 13F | Planning Alternatives Ltd /adv | 14,675 | -0.44 | 371 | 7.54 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 15,615 | -4.55 | 395 | 3.13 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 77,734 | -64.85 | 1,967 | -62.05 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 1,200 | -62.85 | 30 | -60.00 | ||||
2025-07-16 | 13F | BankPlus Wealth Management LLC | 30,880 | -22.79 | 781 | -16.65 | ||||
2025-08-12 | 13F | Fca Corp /tx | 16,944 | -10.04 | 429 | -2.95 | ||||
2025-07-22 | 13F | Asset Planning Services Inc /la/ /adv | 28,425 | -6.26 | 1 | |||||
2025-07-09 | 13F | Krilogy Financial LLC | 54,933 | -11.97 | 1,390 | -4.99 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 29,889 | -9.91 | 756 | -2.70 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 156,807 | -5.98 | 3,967 | 1.54 | ||||
2025-05-08 | 13F | Menard Financial Group LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Carret Asset Management, Llc | 24,386 | -2.40 | 617 | 5.30 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 34,510 | -3.70 | 873 | 4.05 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 97,347 | -2.54 | 2,463 | 5.21 | ||||
2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 21,503 | -0.02 | 544 | 8.15 | ||||
2025-08-12 | 13F | Athena Investment Management | 320,575 | -0.01 | 8,111 | 7.97 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 188,522 | -3.58 | 4,770 | 4.10 | ||||
2025-07-24 | 13F | FinDec Wealth Services, Inc. | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Keel Point, LLC | 17,454 | -6.36 | 442 | 1.15 | ||||
2025-04-29 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Commerce Bank | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
2025-07-11 | 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 | |||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 121,548 | -0.88 | 3,075 | 7.03 | ||||
2025-08-11 | 13F | Berkeley, Inc | 18,559 | -0.84 | 470 | 7.08 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,109,465 | -2.40 | 28,070 | 5.39 | ||||
2025-07-17 | 13F | Stockman Wealth Management, Inc. | 21,062 | -0.71 | 533 | 7.26 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 2,976,874 | -14.67 | 75,315 | -7.86 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 6,402 | -18.23 | 162 | -12.02 | ||||
2025-08-08 | 13F | Sculati Wealth Management, LLC | 37,457 | -10.89 | 948 | -3.76 | ||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 125,314 | -2.55 | 3,170 | 5.25 | ||||
2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Klingenstein Fields & Co Lp | 1,144,969 | -4.55 | 28,968 | 3.07 | ||||
2025-07-15 | 13F | Family Investment Center, Inc. | 32,408 | -12.90 | 820 | -5.97 | ||||
2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 19,332 | -0.82 | 489 | 7.24 | ||||
2025-07-14 | 13F | Cobblestone Asset Management LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 12,691 | -1.78 | 321 | 6.29 | ||||
2025-05-14 | 13F | First Trust Advisors Lp | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Adviser Investments LLC | 132,267 | -2.54 | 3,346 | 5.25 | ||||
2025-07-31 | 13F | CNB Bank | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 80,524 | -7.38 | 2,037 | 0.05 | ||||
2025-08-05 | 13F | Dravo Bay Llc | 9,355 | -12.35 | 237 | -5.60 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 33,585 | -25.98 | 850 | -20.13 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22,969 | -16.90 | 581 | -9.22 | ||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 39,442 | -43.00 | 998 | -38.49 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 43,843 | -5.17 | 1,109 | 2.40 | ||||
2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | TFC Financial Management | 2,400 | -4.46 | 61 | 3.45 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 99,876 | -1.81 | 2,527 | 6.00 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 15,051 | -0.54 | 381 | 7.34 | ||||
2025-07-30 | 13F | Nottingham Advisors, Inc. | 8,068 | -16.10 | 204 | -9.33 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 9,874 | -12.36 | 250 | -5.32 | ||||
2025-07-25 | 13F | Community Bank, N.A. | 127,064 | -6.51 | 3,213 | 0.91 | ||||
2025-07-31 | 13F | CAP Partners, LLC | 22,962 | -11.42 | 581 | -4.45 | ||||
2025-07-07 | 13F | Modus Advisors, LLC | 8,618 | -0.01 | 218 | 8.46 | ||||
2025-04-25 | 13F | Journey Beyond Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 8,552 | -1.66 | 216 | 6.40 | ||||
2025-04-23 | 13F | Williams Financial, LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 18,718 | -5.90 | 474 | 1.50 | ||||
2025-07-29 | 13F | FLC Capital Advisors | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | CX Institutional | 0 | -100.00 | 0 | |||||
2025-05-13 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 126,124 | -13.61 | 3 | 0.00 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 106,246 | -0.97 | 2,688 | 6.96 | ||||
2025-07-23 | 13F | Capital Management Associates, Inc | 21,108 | -49.84 | 534 | -45.79 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 10,603 | -27.36 | 268 | -21.41 | ||||
2025-08-14 | 13F | Apriem Advisors | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 40,453 | -0.36 | 1,023 | 7.57 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 407,961 | -6.93 | 10,321 | 0.50 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 18,665 | -2.90 | 472 | 4.89 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Tranquility Partners, LLC | 16,847 | -1.99 | 426 | 5.97 | ||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 77,693 | -2.20 | 1,966 | 5.59 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 246,005 | -4.19 | 6,224 | 3.44 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Zhang Financial LLC | 21,809 | -6.80 | 552 | 0.55 | ||||
2025-07-15 | 13F | Jeppson Wealth Management, Llc | 14,792 | -1.75 | 374 | 6.25 | ||||
2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 31,602 | -1.50 | 800 | 6.39 | ||||
2025-08-05 | 13F | Code Waechter LLC | 90,079 | -5.94 | 2,279 | 113,800.00 | ||||
2025-07-16 | 13F | Pacific Sage Partners, LLC | 20,428 | -0.39 | 517 | 7.50 | ||||
2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Arcadia Investment Advisors Llc | 59,777 | -0.88 | 1,512 | 7.08 | ||||
2025-07-17 | 13F | Enclave Advisors LLC | 31,108 | -18.45 | 787 | -11.87 | ||||
2025-07-14 | 13F/A | Seek First Inc. | 51,396 | -1.60 | 1,300 | 6.30 | ||||
2025-07-23 | 13F | Element Wealth, LLC | 108,699 | -2.19 | 2,750 | 5.65 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 239,964 | -14.01 | 6,071 | -7.14 | ||||
2025-08-08 | 13F | Sawgrass Asset Management Llc | 8,596 | -2.55 | 217 | 5.34 | ||||
2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 19,275 | -18.65 | 488 | -12.25 | ||||
2025-07-30 | 13F | Studio Investment Management Llc | 0 | -100.00 | 0 | |||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Victrix Investment Advisors | 220,297 | -3.18 | 5,574 | 8.51 | ||||
2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 64,890 | -1.44 | 1,642 | 6.42 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Embree Financial Group | 145,858 | -5.33 | 3,690 | 2.24 | ||||
2025-08-14 | 13F | Greenline Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 2,410 | -6.91 | 61 | 0.00 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 1,250 | -3.85 | 32 | 6.90 | ||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 257,390 | -4.92 | 6,512 | 2.66 | ||||
2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | -100.00 | 0 | |||||
2025-05-13 | 13F | Pinnacle Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 99,569 | -0.91 | 2,519 | 7.01 | ||||
2025-08-07 | 13F | Meeder Advisory Services, Inc. | 213,419 | -0.61 | 5,399 | 7.31 | ||||
2025-08-08 | 13F | Kaizen Financial Strategies | 10,730 | -39.05 | 271 | -34.22 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 139,941 | -17.33 | 3,541 | -10.74 | ||||
2025-08-06 | 13F | Bensler, LLC | 64,644 | -19.64 | 1,635 | -13.22 | ||||
2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 27,781 | -4.36 | 703 | 3.24 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 15,615 | -4.55 | 395 | 3.13 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 18,804 | -0.77 | 476 | 6.98 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 53,301 | -0.41 | 1,362 | 8.62 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 27,604 | -4.11 | 719 | 15.25 | ||||
2025-08-12 | 13F | Heritage Trust Co | 14,329 | -16.69 | 363 | -9.95 | ||||
2025-08-14 | 13F | UBS Group AG | 3,825,354 | -1.24 | 96,781 | 6.64 | ||||
2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 74,956 | -0.83 | 1,896 | 7.12 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 25,057 | -3.64 | 634 | 3.94 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 14,932 | -10.66 | 378 | -3.58 | ||||
2025-07-07 | 13F | Upper Left Wealth Management, LLC | 177,791 | -3.72 | 4,498 | 3.98 | ||||
2025-07-23 | 13F | Gainplan LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 248,828 | -3.67 | 6,295 | 4.02 | ||||
2025-07-29 | 13F | May Barnhard Investments LLC | 196,417 | -5.97 | 4,969 | 1.53 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 1,567,085 | -44.87 | 39,647 | -40.47 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 18,184 | -43.84 | 460 | -39.31 | ||||
2025-07-22 | 13F | Appleton Partners Inc/ma | 441,378 | -1.61 | 11 | 10.00 | ||||
2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 149,392 | -4.36 | 3,780 | 3.28 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 12,450 | -66.34 | 315 | -63.74 | ||||
2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 62,047 | -8.05 | 1,570 | -0.70 | ||||
2025-08-08 | 13F | Bouchey Financial Group Ltd | 293,419 | -0.74 | 7,424 | 7.19 | ||||
2025-07-09 | 13F | Mirador Capital Partners LP | 14,438 | -0.55 | 365 | 7.35 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 72 | -75.26 | 2 | -83.33 | ||||
2025-08-13 | 13F | Everstar Asset Management, LLC | 20,629 | -10.21 | 522 | -3.16 | ||||
2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 115,607 | -3.42 | 2,925 | 4.28 | ||||
2025-08-14 | 13F | Destination Wealth Management | 121,574 | -3.51 | 3,076 | 4.17 | ||||
2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 50,874 | -2.86 | 1,287 | 4.89 | ||||
2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 216,933 | -12.18 | 5,488 | -5.17 | ||||
2025-08-15 | 13F | Morgan Stanley | 1,912,202 | -1.18 | 48,379 | 6.71 | ||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
2025-07-24 | NP | ATACX - ATAC Rotation Fund Investor Class Shares | 489,345 | -1.63 | 11,823 | -15.72 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Trexquant Investment LP | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Ballast Advisors Llc | 186,387 | -2.66 | 4,716 | 5.10 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 10,218 | -7.70 | 259 | -0.39 | ||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 28,895 | -18.30 | 731 | -11.71 | ||||
2025-08-01 | 13F | Planning Directions Inc | 13,865 | -31.79 | 351 | -26.47 | ||||
2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 81,392 | -2.82 | 2,059 | 4.94 | ||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Savant Capital, LLC | 1,591,541 | -7.81 | 40,266 | -0.45 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | NP | AGCVX - Global Small Cap Fund Investor Class This fund is a listed as child fund of American Century Companies 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 | 331 | -97.23 | 8 | -97.68 | ||||
2025-08-14 | 13F | DHK Financial Advisors, Inc. | 14,273 | -14.16 | 361 | -7.20 | ||||
2025-04-29 | 13F | Capital Planning LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Prepared Retirement Institute LLC | 12,897 | -11.40 | 326 | -4.40 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 254,871 | -5.32 | 6,448 | 2.25 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 87,844 | -6.51 | 2,222 | 0.95 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 26,764 | -60.01 | 677 | -56.82 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 111,184 | -2.86 | 2,813 | 4.89 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 648 | -35.07 | 16 | -27.27 | ||||
2025-07-10 | 13F | Moller Financial Services | 72,068 | -4.06 | 1,823 | 3.64 | ||||
2025-07-11 | 13F | Grant Private Wealth Management Inc | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 31,947 | -0.38 | 808 | 7.59 | ||||
2025-07-22 | 13F | IFS Advisors, LLC | 50,356 | -80.25 | 1,274 | -78.68 | ||||
2025-07-21 | 13F | Sage Financial Management Group, Inc. | 77,293 | -8.02 | 2 | 0.00 | ||||
2025-07-22 | 13F/A | Elser Financial Planning, Inc | 114,815 | -0.32 | 2,905 | 7.64 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 11,826 | -9.00 | 299 | -1.64 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 1,616 | -33.50 | 41 | -28.57 | ||||
2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 8,800 | -8.33 | 223 | -0.89 | ||||
2025-07-16 | 13F | Moneywise, Inc. | 136,445 | -11.99 | 3,452 | -4.96 | ||||
2025-08-12 | 13F | Horizon Financial Services, Llc | 242,681 | -3.74 | 6,140 | 3.93 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 152,013 | -10.59 | 3,846 | -3.46 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 8,400 | -43.24 | 213 | -38.73 | |||
2025-05-12 | 13F | Maia Wealth LLC | 0 | -100.00 | 0 | |||||
2025-05-08 | 13F | First Foundation Advisors | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Luminvest Wealth Management LLC | 25,544 | -1.99 | 646 | 5.90 | ||||
2025-07-16 | 13F | Vision Capital Management, Inc. | 114,052 | -0.50 | 2,886 | 7.45 | ||||
2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 25,426 | -3.78 | 643 | 3.88 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 16,084 | -6.12 | 407 | 1.25 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 61,768 | -7.44 | 1,563 | -0.06 | ||||
2025-07-18 | 13F | TPG Advisors LLC | 45,261 | -1.84 | 1,145 | 6.02 | ||||
2025-07-10 | 13F | Selective Wealth Management, Inc. | 10,610 | -0.47 | 277 | 20.43 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2,203,032 | -4.76 | 55,737 | 2.85 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 231,661 | -5.39 | 5,861 | 2.16 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 266,923 | -1.61 | 6,753 | 6.25 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 140 | -62.77 | 3 | -66.67 | ||||
2025-08-07 | 13F | Allworth Financial LP | 231,612 | -2.16 | 5,860 | 8.76 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 10,709 | -8.52 | 278 | 3.75 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 37,329 | -55.24 | 944 | -53.24 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 18,148 | -6.64 | 459 | 0.88 | ||||
2025-08-08 | 13F | Pioneer Trust Bank N A/or | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 35,068 | -10.58 | 887 | -3.38 | ||||
2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Avenue 1 Advisors, LLC | 9,933 | -18.93 | 251 | -12.54 | ||||
2025-07-18 | 13F | RKL Wealth Management LLC | 594,508 | -9.38 | 15,041 | -2.15 | ||||
2025-08-12 | 13F | Change Path, LLC | 14,818 | -0.52 | 375 | 7.16 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 8,713 | -18.30 | 220 | -20.00 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 134,442 | -4.71 | 3,401 | 2.90 | ||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Capital Insight Partners, Llc | 66,967 | -41.08 | 1,694 | -36.36 | ||||
2025-08-01 | 13F | Oarsman Capital, Inc. | 33,341 | -10.17 | 844 | -2.99 | ||||
2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 175,775 | -4.80 | 4,447 | 2.80 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 3,890,531 | -18.67 | 98,430 | -12.18 | ||||
2025-04-10 | 13F | Floyd Financial Group Llc | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 1,030,250 | -2.58 | 26,065 | 5.20 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 102,837 | -14.27 | 2,602 | -7.44 | ||||
2025-04-28 | 13F | Sebold Capital Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Accredited Investors Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Cooper/haims Advisors, Llc | 50,352 | -0.03 | 1,274 | 7.88 | ||||
2025-05-14 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Grimes & Company, Inc. | 53,170 | -20.95 | 1,345 | -14.60 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 9,104 | -24.88 | 230 | -18.73 | ||||
2025-05-12 | 13F | JFG Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 17,039 | -83.70 | 431 | -82.39 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 157,258 | -3.07 | 3,979 | 4.66 | ||||
2025-04-17 | 13F | Foster Victor Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 818,622 | -4.34 | 20,711 | 3.29 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 195,324 | -2.35 | 4,942 | 5.44 | ||||
2025-07-29 | 13F | Curbstone Financial Management Corp | 317,292 | -8.15 | 8,027 | -0.82 | ||||
2025-08-05 | 13F | Next Capital Management LLC | 117,399 | -1.11 | 2,970 | 6.80 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Rice Partnership, LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 168,014 | -4.11 | 4,251 | 3.53 | ||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 16,006 | -1.96 | 405 | 5.76 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 324 | -95.43 | 0 | |||||
2025-07-10 | 13F | Envision Financial LLC | 56,138 | -1.07 | 1,420 | 6.85 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Columbia Advisory Partners Llc | 15,886 | -0.14 | 402 | 7.80 | ||||
2025-08-07 | 13F/A | Joseph Group Capital Management | 45,332 | -1.09 | 1,147 | 6.80 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 78,560 | -22.27 | 1,988 | -16.09 | ||||
2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 13,107 | -4.05 | 342 | 6.56 | ||||
2025-07-29 | 13F | Barden Capital Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 47,955 | -1.81 | 1,213 | 8.50 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 13,934 | -18.18 | 353 | -11.78 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 30,017 | -1.73 | 772 | 7.97 | ||||
2025-08-13 | 13F | River Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | HC Advisors, LLC | 102,148 | -0.06 | 2,584 | 7.94 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 337,220 | -11.08 | 8,532 | -3.98 | ||||
2025-05-14 | 13F | Lionshead Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-04-22 | 13F | Park Capital Management, LLC / WI | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Western Wealth Management, LLC | 10,750 | -1.88 | 272 | 5.86 | ||||
2025-08-08 | 13F | Apex Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Nestegg Advisors, Inc. | 54,385 | -0.56 | 1,376 | 7.34 | ||||
2025-08-12 | 13F | Guerra Pan Advisors, Llc | 203,809 | -8.03 | 5,156 | -0.69 | ||||
2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 132,589 | -14.02 | 3,355 | -7.17 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 553,255 | -8.19 | 13,997 | -0.86 | ||||
2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 9,034 | -50.17 | 237 | -41.44 | ||||
2025-05-09 | 13F | Keener Financial Planning LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Core Wealth Partners LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 217,150 | -5.31 | 5,494 | 2.23 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 144,045 | -1.08 | 3,644 | 6.83 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 10,614 | -15.05 | 269 | -8.22 | ||||
2025-05-21 | 13F | Westbourne Investments, Inc. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 37,178 | -18.78 | 941 | -12.31 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 17,487 | -10.27 | 442 | -3.07 | ||||
2025-07-22 | 13F | Evensky & Katz LLC | 16,963 | -2.56 | 0 | |||||
2025-08-12 | 13F | Peachtree Investment Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 47,945 | -1.61 | 1,213 | 6.31 | ||||
2025-07-21 | 13F | Exchange Capital Management, Inc. | 63,477 | -11.41 | 1,606 | -4.35 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Eley Financial Management, Inc | 37,049 | -3.46 | 937 | 4.00 | ||||
2025-08-11 | 13F | Strategic Equity Management | 32,861 | -19.71 | 831 | -13.26 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 742 | -11.67 | 19 | -5.26 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 13,049 | -3.55 | 330 | 4.43 | ||||
2025-07-08 | 13F | Gillespie Robinson & Grimm Inc | 8,325 | -3.87 | 211 | 3.96 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 9,714 | -23.43 | 246 | -17.51 | ||||
2025-08-14 | 13F | Creegan & Nassoura Financial Group, LLC | 129,186 | -0.15 | 3,268 | 7.82 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 115,261 | -3.78 | 3 | 0.00 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 20,057 | -1.35 | 507 | 6.51 | ||||
2025-08-14 | 13F | Mariner, LLC | 2,838,326 | -3.47 | 71,810 | 4.23 | ||||
2025-07-24 | 13F | Mengis Capital Management, Inc. | 38,555 | -1.19 | 975 | 6.67 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 447,720 | -1.93 | 11,327 | 5.90 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | TD Capital Management LLC | 283 | -70.46 | 7 | -68.18 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 416,828 | -3.84 | 10,546 | 3.83 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 176 | -31.25 | 0 | |||||
2025-07-16 | 13F | Cambridge Advisors Inc. | 54,295 | -2.02 | 1,374 | 5.78 | ||||
2025-07-17 | 13F | Hanson & Doremus Investment Management | 76 | -58.70 | 0 | |||||
2025-07-25 | 13F | Northwest Capital Management Inc | 23,589 | -52.11 | 597 | -48.35 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 88,943 | -0.46 | 2,290 | 9.41 | ||||
2025-08-14 | 13F | Waterford Advisors, LLC | 40,803 | -93.61 | 16,932 | 13.26 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 808 | -37.85 | 20 | -33.33 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 10,202 | -8.30 | 258 | -0.77 | ||||
2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 48,002 | -2.79 | 1,214 | 5.02 | ||||
2025-07-14 | 13F | Harbor Group, Inc. | 107,250 | -3.36 | 2,713 | 4.35 | ||||
2025-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
2025-05-20 | 13F | Blue Rock Wealth Management LLC | 11,537 | -37.94 | 270 | -43.75 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 1,000 | -18.70 | 25 | -10.71 | ||||
2025-07-11 | 13F | Capital Advantage, Inc. | 9,768 | -54.27 | 247 | -55.25 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Nbt Bank N A /ny | 106,856 | -2.83 | 2,704 | 4.93 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 256,140 | -1.21 | 6,480 | 6.67 | ||||
2025-05-15 | 13F | Jentner Corp | 0 | -100.00 | 0 | |||||
2025-03-12 | 13F/A | Private Capital Management Llc | 24,128 | -3.72 | 1,145 | -7.22 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 13,202 | -7.90 | 334 | -0.30 | ||||
2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Access Financial Services, Inc. | 10,936 | -2.30 | 277 | 5.34 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 137,237 | -6.46 | 3,472 | 1.02 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
2025-04-09 | 13F | Worth Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Holderness Investments Co | 25,080 | -3.97 | 635 | 3.76 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 9,934 | -0.07 | 251 | 8.19 | ||||
2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 19,025 | -12.06 | 481 | -4.94 | ||||
2025-07-30 | 13F | BCK Partners, Inc. | 48,640 | -0.71 | 1,231 | 7.24 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 55,146 | -1.10 | 1,395 | 6.81 | ||||
2025-08-14 | 13F | Aspen Grove Capital, LLC | 48,914 | -22.21 | 1,238 | -16.02 | ||||
2025-07-17 | 13F | Leverty Financial Group, LLC | 18,844 | -42.88 | 477 | -38.34 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 198,224 | -32.36 | 5,015 | -26.96 | ||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 26,749 | -1.55 | 677 | 6.29 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 8,742 | -9.22 | 221 | -1.78 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 49,698 | -18.89 | 1,257 | 0.48 | ||||
2025-08-14 | 13F | Prudent Investors Network | 8,610 | -46.74 | 218 | -42.59 | ||||
2025-07-25 | 13F | Gordian Advisors LLC | 141,882 | -4.70 | 3,590 | 2.90 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 37,960 | -4.33 | 960 | 3.34 | ||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 141,621 | -8.39 | 3,583 | -1.08 | ||||
2025-07-24 | 13F | Blair William & Co/il | 146,149 | -13.96 | 3,698 | -7.11 | ||||
2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 57,608 | -0.86 | 1,457 | 7.05 | ||||
2025-08-14 | 13F | West Coast Financial LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Roundview Capital LLC | 33,828 | -7.54 | 856 | -0.23 | ||||
2025-07-22 | 13F | Red Tortoise LLC | 37,544 | -1.05 | 950 | 6.87 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 31,501 | -5.29 | 797 | 2.18 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 108,502 | -10.96 | 2,745 | -3.85 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
2025-04-15 | 13F | Transform Wealth, LLC | 86,167 | -8.37 | 2,019 | -16.99 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 185,560 | -1.67 | 4,695 | 6.18 | ||||
2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 2,480 | -4.54 | 63 | 3.33 | ||||
2025-07-17 | 13F | LVW Advisors, LLC | 72,640 | -24.36 | 1,838 | -18.36 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 24,375 | -0.68 | 642 | 15.05 | ||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 8,887 | -12.50 | 225 | -5.49 | ||||
2025-08-12 | 13F | MAI Capital Management | 437,763 | -2.59 | 11,075 | 5.19 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 720 | -97.68 | 18 | -97.75 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 9,366 | -0.53 | 237 | 7.27 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 85,051 | -16.64 | 2,152 | -10.00 | ||||
2025-06-13 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 34,210 | -0.23 | 866 | 7.72 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 3,676,968 | -3.24 | 93,027 | 4.53 | ||||
2025-07-22 | 13F | Red Door Wealth Management, LLC | 23,745 | -3.58 | 601 | 3.99 | ||||
2025-08-12 | 13F | Armor Investment Advisors, LLC | 50,404 | -4.53 | 1,275 | 3.07 | ||||
2025-04-25 | 13F | Almanack Investment Partners, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | 13F | Cwm, Llc | 208,804 | -7.44 | 5 | 0.00 | ||||
2025-05-14 | 13F | SJA Financial Advisory, LLC | 0 | -100.00 | 0 | |||||
2025-05-06 | 13F | Goepper Burkhardt LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Arcataur Capital Management LLC | 109,881 | -0.06 | 2,780 | 7.88 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 10,409 | -25.70 | 263 | -19.82 | ||||
2025-07-30 | 13F | Castle Wealth Management Llc | 9,542 | -2.21 | 241 | 5.70 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 17,641 | -2.22 | 461 | 11.11 | ||||
2025-05-15 | 13F | Rise Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Fmr Llc | 253,178 | -3.32 | 6,405 | 4.40 | ||||
2025-08-07 | 13F | Nicollet Investment Management, Inc. | 42,981 | -3.33 | 1 | 0.00 | ||||
2025-08-08 | 13F | Omega Financial Group, LLC | 44,045 | -1.36 | 1,114 | 6.50 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 4,058 | -11.34 | 103 | -4.67 | ||||
2025-08-12 | 13F | Fortis Capital Management LLC | 182,064 | -1.59 | 4,606 | 6.28 | ||||
2025-05-09 | 13F | Generation Capital Management LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 51,418 | -23.74 | 1,301 | -25.42 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 15,457 | -8.59 | 391 | -1.01 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 1,311,482 | -1.70 | 33,180 | 6.15 | ||||
2025-08-14 | 13F | Abound Financial, Llc | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Whelan Financial | 72,648 | -0.27 | 1,838 | 7.74 | ||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Hartland & Co., LLC | 77,644 | -1.58 | 1,964 | 6.28 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 12,960 | -18.87 | 328 | -12.57 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 75,786 | -31.59 | 1,917 | -26.13 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 295,553 | -14.13 | 7,477 | -7.28 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 198,534 | -0.13 | 5,023 | 7.84 | ||||
2025-07-07 | 13F | First Community Trust Na | 3,500 | -12.50 | 89 | -5.38 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 26,796 | -2.30 | 678 | 5.45 | ||||
2025-08-13 | 13F | Finer Wealth Management, Inc. | 35,231 | -10.30 | 891 | -3.15 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 42,601 | -13.12 | 1,078 | -6.18 | ||||
2025-08-14 | 13F | Colony Group, LLC | 1,289,071 | -1.84 | 32,613 | 5.99 | ||||
2025-04-11 | 13F | Stony Point Wealth Management Inc. | 0 | -100.00 | 0 | |||||
2025-04-24 | 13F | Hidden Cove Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | West Paces Advisors Inc. | 49,528 | -0.48 | 1,253 | 7.46 | ||||
2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 16,826 | -0.07 | 426 | 7.59 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 17,366 | -11.93 | 439 | -4.98 | ||||
2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 13,709 | -0.84 | 347 | 7.12 | ||||
2025-08-13 | 13F | Haverford Trust Co | 17,059 | -3.40 | 432 | 4.36 | ||||
2025-05-15 | 13F | Silvercrest Asset Management Group Llc | 0 | -100.00 | 0 | |||||
2025-08-19 | 13F | National Asset Management, Inc. | 74,438 | -29.78 | 1,883 | -31.30 | ||||
2025-07-18 | 13F | Northeast Financial Group, Inc. | 92,257 | -26.41 | 2,334 | -20.53 | ||||
2025-07-16 | 13F | Wealth Group Ltd | 79,017 | -1.20 | 1,999 | 6.73 | ||||
2025-08-08 | 13F | Fusion Capital, LLC | 8,705 | -3.94 | 220 | 3.77 | ||||
2025-08-01 | 13F | Capital Investment Counsel, LLC | 13,618 | -0.06 | 345 | 7.84 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 91,826 | -96.22 | 2 | -96.43 | ||||
2025-08-06 | 13F | Geometric Wealth Advisors | 15,048 | -11.16 | 381 | -4.04 | ||||
2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 85,408 | -40.54 | 2,161 | -35.81 | ||||
2025-08-05 | 13F | Meridian Management Co | 240,450 | -44.62 | 6,192 | -39.14 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 9,378 | -0.44 | 237 | 7.73 | ||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 9,493 | -10.06 | 245 | -1.21 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 1,319 | -2.87 | 33 | 6.45 | ||||
2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 10,260 | -7.03 | 260 | 0.39 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 109,948 | -0.39 | 2,782 | 7.54 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 154,119 | -25.76 | 3,899 | -19.84 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 183,484 | -7.67 | 4,642 | -0.30 | ||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 77,875 | -0.05 | 2,040 | 15.06 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 194,413 | -31.66 | 4,919 | -26.21 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 30,637 | -35.27 | 775 | -30.12 | ||||
2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 91,171 | -4.05 | 2,307 | 2.49 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 15,734 | -14.73 | 398 | -7.87 | ||||
2025-07-16 | 13F | Spinnaker Investment Group, LLC | 34,525 | -39.41 | 873 | -34.61 | ||||
2025-07-14 | 13F | Clayton Financial Group LLC | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 12,572 | -26.24 | 318 | -20.30 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 169,359 | -6.83 | 4,285 | 0.61 | ||||
2025-07-31 | 13F | Cabot Wealth Management Inc | 14,137 | -8.30 | 358 | -1.11 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 23,673 | -4.71 | 599 | 2.75 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 281,682 | -3.43 | 7,124 | 4.24 | ||||
2025-08-14 | 13F | Mendel Capital Management LLC | 53,884 | -5.40 | 1,363 | 2.17 | ||||
2025-07-18 | 13F | Lowery Thomas, Llc | 17,289 | -47.70 | 437 | -43.54 | ||||
2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 35,559 | -1.66 | 900 | 6.14 | ||||
2025-04-10 | 13F | TruWealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-15 | 13F | Aspire Capital Advisors LLC | 26,006 | -4.91 | 658 | 2.66 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 461,740 | -15.93 | 12 | -8.33 | ||||
2025-07-25 | 13F | Wealth Architects, LLC | 143,570 | -22.85 | 3,632 | -16.70 | ||||
2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Bangor Savings Bank | 627,780 | -0.30 | 15,883 | 7.65 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 8,273 | -8.74 | 209 | -1.42 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 20,774 | -23.03 | 526 | -16.93 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 248,163 | -10.67 | 6,279 | -3.53 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 344,153 | -3.31 | 8,707 | 4.41 | ||||
2025-07-29 | 13F | Foster & Motley Inc | 10,218 | -5.71 | 0 | |||||
2025-07-01 | 13F | Private Client Services, Llc | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Dakota Wealth Management | 68,991 | -10.49 | 1,745 | -3.32 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 431,299 | -3.76 | 10,912 | 3.91 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
2025-07-22 | 13F | D.B. Root & Company, LLC | 9,251 | -6.33 | 234 | 1.30 | ||||
2025-07-29 | 13F | Planned Solutions, Inc. | 46,536 | -17.29 | 1,177 | -10.70 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 21,637 | -39.40 | 547 | -34.57 | ||||
2025-08-08 | 13F | Condor Capital Management | 20,417 | -1.33 | 517 | 6.61 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 55,772 | -13.24 | 1,411 | -6.31 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 99,830 | -3.88 | 2,526 | 3.78 | ||||
2025-08-04 | 13F | Crescent Sterling, Ltd. | 34,536 | -16.36 | 874 | -9.72 | ||||
2025-08-04 | 13F | Spire Wealth Management | 6,551 | -43.93 | 166 | -39.56 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 255,819 | -74.68 | 6,473 | -72.63 | ||||
2025-07-23 | 13F | Laraway Financial Inc | 46,628 | -2.68 | 1,180 | 5.08 | ||||
2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 53,675 | -0.14 | 1,358 | 7.78 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 13,523 | -27.49 | 342 | -21.56 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 17,488 | -5.80 | 442 | 1.84 | ||||
2025-07-15 | 13F | Bfsg, Llc | 5,197 | -6.58 | 131 | 0.77 | ||||
2025-08-14 | 13F | Acas, Llc | 20,638 | -1.16 | 556 | 15.87 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 0 | -100.00 | 0 | |||||
2025-07-03 | 13F | Garde Capital, Inc. | 213,264 | -5.21 | 5,396 | 2.35 | ||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 216,428 | -2.16 | 5,476 | 5.65 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 290,580 | -8.81 | 7,352 | -1.54 | ||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 420,054 | -1.10 | 10,627 | 2.55 | ||||
2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 1,222,162 | -1.71 | 30,921 | 6.13 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 46,681 | -5.10 | 1,181 | 2.52 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 5,730 | -20.64 | 145 | -14.79 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 145,569 | -10.79 | 3,683 | -3.69 | ||||
2025-08-06 | 13F | Paulson Wealth Management Inc. | 43,102 | -0.51 | 1,090 | 7.39 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 340,847 | -51.18 | 8,623 | -47.29 | ||||
2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 65,242 | -4.66 | 2 | 0.00 | ||||
2025-07-09 | 13F | Archer Investment Management, LLC | 42,746 | -28.33 | 1,081 | -22.62 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 17,116 | -2.11 | 433 | 5.87 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 38,915 | -4.07 | 985 | 3.58 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 43,037 | -0.46 | 1,089 | 7.51 | ||||
2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-05-07 | 13F | Financially Speaking Inc | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Investors Research Corp | 95,297 | -0.43 | 2,411 | 7.54 | ||||
2025-07-31 | 13F | Dodds Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 536,870 | -28.08 | 13,583 | -22.35 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 733 | -25.43 | 19 | -21.74 | ||||
2025-08-12 | 13F | Archer Investment Corp | 389 | -46.57 | 10 | -47.06 | ||||
2025-07-25 | 13F | Mitchell Capital Management Co | 8,097 | -60.20 | 211 | -55.67 | ||||
2025-07-28 | 13F | Revolve Wealth Partners, LLC | 88,818 | -9.81 | 2,247 | -2.60 | ||||
2025-07-11 | 13F | Myecfo, Llc | 37,131 | -2.62 | 939 | 5.15 | ||||
2025-08-25 | 13F | Hilltop Partners LLC | 33,342 | -5.10 | 844 | 2.43 | ||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 599,619 | -2.59 | 15,170 | 5.19 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 2,072,513 | -0.98 | 48,559 | -10.28 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 41,327 | -0.95 | 1,046 | 6.96 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 14,989 | -12.74 | 379 | -5.72 | ||||
2025-05-27 | 13F | Advisors Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 85,362 | -29.48 | 2,160 | -23.87 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 278,250 | -8.68 | 7,040 | -1.40 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Fundamentun, Llc | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 4,288 | -4.84 | 108 | 2.86 | ||||
2025-08-05 | 13F | Holistic Financial Partners | 9,851 | -0.32 | 249 | 7.79 | ||||
2025-05-15 | 13F | Options Solutions, Llc | 0 | -100.00 | 0 | |||||
2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Souders Financial Advisors | 38,738 | -41.95 | 980 | -37.30 | ||||
2025-08-05 | 13F | Tme Financial, Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Youngs Advisory Group, Inc. | 445,992 | -3.28 | 11,284 | 4.44 | ||||
2025-05-09 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 84 | -86.75 | 2 | -85.71 | ||||
2025-04-15 | 13F | Simon Quick Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 34,094 | -3.96 | 863 | 3.73 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 553 | -83.41 | 14 | -83.33 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 291,408 | -1.06 | 7,373 | 6.84 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 278,228 | -34.28 | 7,039 | -29.03 | ||||
2025-08-11 | 13F | Alteri Wealth LLC | 10,788 | -14.72 | 273 | -8.11 | ||||
2025-08-14 | 13F | JPL Wealth Management, LLC | 13,280 | -16.39 | 336 | -9.95 | ||||
2025-07-31 | 13F | Heirloom Wealth Management | 9,778 | -4.17 | 247 | 3.35 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 10,198 | -84.53 | 258 | 20.00 | ||||
2025-08-25 | 13F | Fulcrum Equity Management | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 10,851 | -51.80 | 275 | -48.01 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 15,380 | -3.60 | 0 | |||||
2025-08-12 | 13F | Bokf, Na | 24 | -97.85 | 1 | -100.00 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 245,022 | -45.98 | 6 | -45.45 | ||||
2025-07-11 | 13F | Great Waters Wealth Management | 45,763 | -4.78 | 1,158 | 2.75 |