Kepemilikan Institusional dan Dana - Penjual
Halaman ini menampilkan lembaga, dana, dan pemegang saham utama yang telah mengurangi kepemilikan atau menutup posisi mereka pada periode pelaporan terakhir. Baris berwarna merah menunjukkan posisi yang telah ditutup. Klik ikon tautan untuk melihat riwayat transaksi lengkap.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 165,182 | -1.86 | 4,979 | 7.28 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 14,559 | -17.67 | 439 | -10.06 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 225,814 | -0.61 | 6,806 | 8.67 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 13,739 | -1.78 | 414 | 7.53 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10,972 | -7.32 | 331 | 1.23 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 5,391 | -29.24 | 162 | -27.03 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 50,199 | -7.34 | 1,513 | 1.27 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 24,165 | -0.19 | 728 | 9.15 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 19,515 | -10.79 | 588 | -2.65 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 79,680 | -0.46 | 2,402 | 8.84 | ||||
| 2025-06-12 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 14,728 | -3.28 | 406 | 0.25 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 27,917 | -2.23 | 841 | 6.86 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 3,878 | -0.26 | 117 | 8.41 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 8,322 | -3.48 | 251 | 5.49 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | United Community Bank | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 15,370 | -1.02 | 463 | 8.18 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 77,522 | -3.15 | 2,337 | 5.89 | ||||
| 2025-05-16 | 13F | American Trust | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 379,446 | -2.63 | 11,425 | 108.79 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 22,937 | -20.64 | 691 | -13.19 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 7,779 | -0.78 | 234 | 8.33 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 29,392 | -0.48 | 886 | 8.72 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 7,261 | -5.74 | 219 | 2.83 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 37,541 | -3.18 | 1,131 | 5.90 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Athena Investment Management | 44,152 | -0.66 | 1,331 | 8.57 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,276,317 | -0.06 | 68,608 | 9.26 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 21,202 | -2.77 | 639 | 6.32 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Destination Wealth Management | 101,543 | -8.31 | 3,061 | 0.23 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 465,078 | -5.18 | 14,017 | 3.66 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 166,552 | -2.95 | 5,020 | 6.09 | ||||
| 2025-07-31 | 13F | CNB Bank | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 16,512 | -1.56 | 498 | 7.58 | ||||
| 2025-08-08 | 13F | Creative Planning | 19,526,618 | -2.75 | 588,532 | 6.32 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 11,030 | -3.05 | 332 | 6.07 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 20,325 | -1.19 | 613 | 7.94 | ||||
| 2025-07-18 | 13F | Bourgeon Capital Management Llc | 23,896 | -0.15 | 720 | 9.26 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 610,498 | -0.24 | 18,400 | 9.06 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 17,292 | -3.63 | 521 | 5.47 | ||||
| 2025-08-12 | 13F | Sherwood Financial Partners, LLC | 226,464 | -3.52 | 6,826 | 5.47 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 36,469 | -3.12 | 1,099 | 5.98 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 5,447 | -19.29 | 164 | -11.83 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 1,018,940 | -7.06 | 30,711 | 1.60 | ||||
| 2025-08-27 | NP | FAIEX - PFM Multi-Manager International Equity Fund Institutional Class | 3,410,752 | -5.72 | 102,800 | 3.07 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 463 | -62.27 | 14 | -60.61 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 11,397 | -11.09 | 344 | -2.83 | ||||
| 2025-08-04 | 13F | NWK Group, Inc. | 14 | -6.67 | 0 | |||||
| 2025-08-25 | NP | SWYGX - Schwab Target 2040 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management 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 | 1,782,376 | -1.54 | 53,721 | 7.64 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,614 | -23.83 | 49 | -17.24 | ||||
| 2025-07-15 | 13F | Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Sterling Investment Management, Inc. | 9,395 | -1.74 | 283 | 7.60 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 49,420 | -2.09 | 1,490 | 7.05 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 32,520 | -7.23 | 980 | 1.45 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 7,592 | -9.66 | 229 | -1.30 | ||||
| 2025-04-16 | 13F | Bernard Wealth Management Corp. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 15,971 | -2.23 | 481 | 6.89 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 90,362 | -0.84 | 2,724 | 8.40 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 8,482 | -9.56 | 256 | -1.16 | ||||
| 2025-05-15 | 13F | Ashton Thomas Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 14,726 | -2.66 | 444 | 6.24 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 4,143 | -4.36 | 125 | 4.20 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 761 | -35.62 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 202,696 | -2.20 | 6,109 | 6.91 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 25,635 | -3.29 | 773 | 5.75 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 32,126 | -0.49 | 968 | 8.76 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 48,247 | -1.53 | 1,454 | 7.70 | ||||
| 2025-08-14 | 13F | Comerica Bank | 33,644 | -3.11 | 1,014 | 5.96 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 141,297 | -1.34 | 4,259 | 7.93 | ||||
| 2025-08-25 | NP | SWYMX - Schwab Target 2050 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management 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 | 2,324,427 | -0.33 | 70,058 | 8.96 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 12,526 | -17.89 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 153 | -54.87 | 5 | -55.56 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 31,496 | -2.43 | 949 | 6.75 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 11,848 | -1.02 | 357 | 8.18 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 152,783 | -2.46 | 4,605 | 6.62 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 37,169 | -2.14 | 1,120 | 6.97 | ||||
| 2025-05-14 | 13F | Clarkston Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Eagle Strategies LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 262,346 | -6.58 | 7,907 | 2.13 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 17,074 | -3.60 | 515 | 9.36 | ||||
| 2025-08-25 | NP | SWB1Z - Schwab VIT Balanced Portfolio This fund is a listed as child fund of Charles Schwab Investment Management 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 | 55,941 | -7.64 | 1,686 | 1.02 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 77,474 | -13.86 | 2,335 | -5.81 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 40,489 | -14.75 | 1,220 | -6.80 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 132,759 | -0.01 | 4,001 | 9.32 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 15,603 | -10.25 | 470 | -1.88 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 44,607 | -3.02 | 1,344 | 5.91 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 57,177 | -3.88 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 30,626 | -4.73 | 923 | 4.18 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 161,053 | -0.50 | 4,854 | 8.79 | ||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 7,414 | -4.14 | 223 | 4.69 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 29,483 | -0.03 | 889 | 9.23 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 12,428 | -34.43 | 375 | -28.35 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 22,937 | -20.64 | 691 | -13.19 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 54,586 | -0.99 | 1,651 | 8.69 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 9,377 | -1.98 | 283 | 7.22 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 39,195 | -0.40 | 1,181 | 8.95 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 277,822 | -1.15 | 7,660 | 2.34 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 41,232 | -7.16 | 1,243 | 1.47 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 10,985 | -34.71 | 331 | -28.51 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 16,556 | -36.81 | 499 | -31.02 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 571 | -20.36 | 17 | -10.53 | ||||
| 2025-05-09 | 13F | Washington Growth Strategies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 13,954 | -0.84 | 421 | 8.53 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 41,766 | -0.01 | 1,259 | 9.30 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 7,155 | -0.49 | 218 | 5.85 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 245,601 | -0.78 | 7,402 | 8.26 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 14,644 | -3.26 | 441 | 5.76 | ||||
| 2025-08-25 | NP | SWYEX - Schwab Target 2030 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management 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 | 899,161 | -2.23 | 27,101 | 6.89 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 12,164 | -22.24 | 367 | -15.08 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 19,939 | -0.32 | 601 | 8.89 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 215,636 | -1.09 | 6,523 | 16.97 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 20,149 | -0.62 | 607 | 8.78 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 10,424 | -3.51 | 314 | 5.72 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 3,349 | -0.89 | 101 | 8.70 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 51,487 | -19.41 | 1,552 | -11.93 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 9,818 | -9.83 | 296 | -1.67 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 14,292 | -27.04 | 431 | -20.37 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 732,846 | -0.82 | 13,388 | -34.28 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 9,296 | -3.60 | 280 | 5.66 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 9,259 | -32.70 | 279 | -26.39 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 199,511 | -2.42 | 6,013 | 6.67 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 28,747 | -95.97 | 866 | -95.59 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 196,633 | -3.98 | 5,927 | 4.98 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 86,748 | -2.92 | 2,615 | 6.13 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 272,280 | -0.91 | 8,207 | 8.33 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 15,234 | -6.30 | 420 | -2.78 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 40,069 | -2.18 | 1,208 | 6.91 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Rebalance, Llc | 1,996,502 | -5.92 | 60,175 | 2.85 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 8,734 | -5.31 | 263 | 3.54 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8,136 | -0.10 | 245 | 9.38 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11,700 | -3.31 | 353 | 5.71 | |||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 31,060 | -0.27 | 936 | 9.09 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 453,615 | -1.14 | 13,672 | 8.07 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 178,588 | -1.81 | 5,383 | 7.34 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 28,190 | -2.52 | 850 | 6.52 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 18,174 | -0.16 | 548 | 9.18 | ||||
| 2025-06-24 | NP | SWMIX - Laudus International MarketMasters Fund Select Shares | 777,230 | -16.18 | 21,475 | -14.10 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 148,819 | -3.40 | 4,485 | 5.60 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 54,029 | -7.06 | 1,628 | 1.56 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 15,056 | -10.77 | 454 | -2.58 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 151,391 | -41.69 | 4,563 | -36.26 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 39,145 | -8.54 | 1,180 | 3.51 | ||||
| 2025-08-13 | 13F | Prossimo Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-06-03 | 13F | Invst, LLC | 251,250 | -46.34 | 6,927 | -44.45 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 20,254 | -4.70 | 610 | 4.27 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 12,424 | -2.05 | 374 | 7.16 | ||||
| 2025-08-04 | 13F | Putney Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 56,295 | -14.39 | 1,697 | -6.25 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1,628,282 | -6.44 | 49,076 | 2.28 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 838,237 | -4.08 | 25,266 | 4.87 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 14,873 | -0.76 | 448 | 8.47 | ||||
| 2025-05-14 | 13F | Toroso Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 36,251 | -1.88 | 1,093 | 7.27 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 98,540 | -4.01 | 2,970 | 4.91 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 13,378 | -14.78 | 403 | -6.71 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 409,084 | -4.64 | 12,330 | 4.24 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 34,258 | -1.65 | 1,033 | 7.50 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 444 | -33.33 | 13 | -27.78 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 29,695 | -15.73 | 895 | -7.93 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 13,860 | -2.21 | 418 | 6.92 | ||||
| 2025-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Kathleen S. Wright Associates Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7,010 | -49.16 | 211 | -43.13 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 44,301 | -1.60 | 1,335 | 7.57 | ||||
| 2025-08-13 | 13F | Ironwood Investment Management Llc | 8,200 | -1.78 | 247 | 7.39 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 28,639 | -6.82 | 863 | 1.89 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2,256,257 | -2.65 | 68,748 | 7.59 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 86,850 | -2.20 | 2,618 | 6.90 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 35,285 | -1.51 | 1,063 | 7.70 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,307 | -4.25 | 39 | 5.41 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 336,801 | -1.47 | 10,151 | 7.73 | ||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 483 | -2.03 | 15 | 7.69 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 15,869 | -4.40 | 478 | 4.60 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 19,035 | -3.49 | 1 | |||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 12,655 | -2.32 | 381 | 6.72 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 324 | -89.69 | 10 | -89.53 | ||||
| 2025-05-15 | 13F | Beaird Harris Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 95,212 | -1.67 | 2,870 | 7.49 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 33,357 | -0.24 | 1,005 | 9.12 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 521,628 | -2.15 | 15,722 | 6.97 | ||||
| 2025-04-10 | 13F | Richard P Slaughter Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 37,782 | -0.96 | 1,139 | 8.28 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 63,099 | -34.62 | 1,902 | -28.53 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 98,063 | -2.55 | 2,956 | 6.52 | ||||
| 2025-08-25 | NP | SWC1Z - Schwab VIT Balanced with Growth Portfolio This fund is a listed as child fund of Charles Schwab Investment Management 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 | 185,696 | -6.20 | 5,597 | 2.55 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 35,804 | -10.13 | 1 | 0.00 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 119,322 | -0.04 | 3,596 | 9.27 | ||||
| 2025-05-14 | 13F | Mission Creek Capital Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 16,146 | -0.24 | 487 | 8.97 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 18,399 | -2.39 | 555 | 6.74 | ||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 3 | -99.99 | 1,230 | -10.68 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 22,180 | -0.44 | 669 | 8.79 | ||||
| 2025-08-14 | 13F | Creegan & Nassoura Financial Group, LLC | 11,640 | -0.64 | 351 | 8.70 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 17,603,682 | -3.04 | 530,575 | 6.00 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 40,835 | -38.11 | 1,231 | -32.38 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 25,529 | -3.19 | 784 | 7.84 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 32,447 | -33.19 | 978 | -26.98 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 317 | -45.16 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 1,407,161 | -0.21 | 42,412 | 9.08 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 12,879 | -96.55 | 388 | -96.23 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 16,227 | -1.28 | 489 | 7.95 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 105,162 | -0.37 | 3,170 | 8.90 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 6,752 | -0.01 | 204 | 9.14 | ||||
| 2025-07-16 | 13F | Jentner Corp | 20,182 | -3.41 | 608 | 5.56 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 154,355 | -18.13 | 4,652 | -10.49 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 19,816 | -1.58 | 597 | 7.57 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 82,254 | -1.58 | 2,479 | 7.60 | ||||
| 2025-05-09 | 13F | NBZ Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 47,030 | -0.88 | 1,417 | 8.33 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Glassman Wealth Services | 2,148 | -23.09 | 65 | -16.88 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 179,966 | -1.37 | 5,424 | 7.83 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 918,885 | -1.34 | 27,695 | 7.85 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,325,780 | -1.04 | 39,959 | 8.19 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 16,208 | -10.07 | 488 | -1.61 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8,712 | -3.73 | 263 | 5.22 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 35,526 | -15.57 | 1,071 | -7.76 | ||||
| 2025-08-25 | NP | SWG1Z - Schwab VIT Growth Portfolio This fund is a listed as child fund of Charles Schwab Investment Management 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 | 310,116 | -5.52 | 9,347 | 3.28 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 2,807 | -0.78 | 85 | 9.09 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 36,556 | -1.68 | 1,102 | 7.41 | ||||
| 2025-07-30 | 13F | BCK Partners, Inc. | 99,457 | -2.23 | 2,998 | 6.88 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 10,551 | -1.70 | 318 | 7.46 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 9,206 | -28.87 | 277 | -22.19 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 46,429 | -14.76 | 1,399 | -6.80 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 75,247 | -10.51 | 2,268 | -2.20 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 9,775 | -13.09 | 295 | -5.16 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 12,297 | -1.33 | 371 | 7.87 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 6,395 | -8.55 | 193 | 0.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 12,788 | -12.22 | 385 | 8.45 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 142,239 | -4.52 | 4,287 | 4.38 | ||||
| 2025-05-07 | 13F | Objective Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 9,147 | -52.06 | 276 | -47.72 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 321,806 | -2.02 | 9,699 | 7.11 | ||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 8,230 | -12.56 | 227 | -9.60 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 299,987 | -0.60 | 9,042 | 8.67 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 28,254 | -16.93 | 852 | -9.18 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 9,644 | -55.04 | 291 | -50.93 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 302,081 | -6.82 | 9,105 | 1.87 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 8,548 | -8.65 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 23,149 | -0.26 | 698 | 9.08 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | Smithbridge Asset Management Inc/de | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 628 | -0.63 | 19 | 5.88 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 4,702 | -4.08 | 142 | 8.46 | ||||
| 2025-05-07 | 13F | Panoramic Investment Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Bordeaux Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 83,198 | -3.33 | 2,583 | 9.40 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 272,974 | -7.84 | 8,227 | 0.76 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 4,430 | -2.49 | 134 | 6.40 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-19 | 13F/A | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 131,519 | -9.42 | 3,964 | -1.00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 27,138 | -51.41 | 1 | -100.00 | ||||
| 2025-04-23 | 13F | SOL Capital Management CO | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 16,665 | -0.94 | 502 | 8.42 | ||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 85,432 | -1.58 | 2,575 | 7.56 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 91,130 | -5.14 | 2,747 | 3.70 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 67,673 | -6.79 | 2,040 | 1.90 | ||||
| 2025-05-08 | 13F | Baker Avenue Asset Management, LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 100,587 | -0.41 | 3,032 | 8.87 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 93,689 | -14.46 | 3 | -33.33 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2,002 | -70.58 | 60 | -66.85 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 15,237 | -79.84 | 459 | -77.96 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 236,490 | -0.74 | 7,128 | 8.51 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 439,210 | -11.24 | 13,238 | -2.98 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 112,811 | -10.58 | 3,400 | -2.24 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 521,628 | -2.15 | 15,722 | 6.97 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 2,232 | -41.56 | 67 | -36.19 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 82,701 | -0.84 | 2,493 | 8.39 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 18,436 | -1.96 | 556 | 7.14 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 29,869 | -0.66 | 935 | 10.65 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 20,608 | -20.75 | 1 | |||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 58,598 | -21.66 | 1,766 | -14.35 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 61,212 | -11.20 | 1,845 | -2.95 | ||||
| 2025-04-15 | 13F | Wealthcare Advisory Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 11,490 | -2.30 | 346 | 6.79 | ||||
| 2025-08-12 | 13F | Marietta Investment Partners Llc | 9,329 | -3.19 | 281 | 6.04 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 16,000 | -12.57 | 482 | -4.37 | |||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Zacks Investment Management | 287,840 | -4.71 | 8,675 | 4.17 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 8,248 | -9.84 | 249 | -1.59 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 26,227 | -0.08 | 790 | 9.27 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 8,848 | -22.23 | 275 | -12.14 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 31,611 | -4.14 | 953 | 4.73 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 13,148 | -12.27 | 396 | -4.12 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 28,586 | -1.21 | 862 | 8.03 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 22,278 | -36.47 | 671 | -30.54 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 23,118 | -30.30 | 697 | -23.85 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 11,910 | -14.42 | 359 | -6.53 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 10,073 | -5.79 | 304 | 3.06 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Wakefield Asset Management LLLP | 151,485 | -1.53 | 4,566 | 7.64 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 531,665 | -2.19 | 16,026 | 6.92 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 14,556 | -1.12 | 439 | 7.88 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Integrity Financial Corp /WA | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 71,950 | -1.54 | 2,169 | 7.65 | ||||
| 2025-08-14 | 13F | State Street Corp | 8,548 | -8.65 | 258 | 0.00 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 49,907 | -5.46 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,445,757 | -5.69 | 103,855 | 3.10 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 156,127 | -2.21 | 4,706 | 6.91 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 117,451 | -4.34 | 3,540 | 4.58 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 9,655 | -6.60 | 291 | 2.46 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 10,595 | -1.89 | 319 | 7.41 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 129,259 | -2.35 | 3,896 | 4.82 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 19,846 | -3.65 | 598 | 5.47 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 11,760 | -5.24 | 354 | 3.51 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 289,932 | -2.23 | 8,739 | 6.89 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 48,916 | -39.84 | 1,474 | -34.23 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 290,844 | -8.67 | 8,766 | -0.15 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 860 | -64.83 | 26 | -62.69 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 26,335 | -0.88 | 794 | 8.04 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 44,852 | -2.41 | 1,352 | 6.63 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 42,305 | -7.62 | 1,275 | 1.03 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 7,236 | -20.88 | 218 | -13.49 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 1,045,319 | -0.55 | 31,506 | 8.72 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 100,651 | -4.22 | 3,034 | 4.69 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 177,368 | -10.56 | 5,346 | -2.23 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 94,173 | -3.88 | 3 | 0.00 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 155,361 | -24.85 | 4,683 | -22.38 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 12,258 | -1.91 | 369 | 7.27 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 16,681 | -67.27 | 1 | -100.00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 67,366 | -0.57 | 2,030 | 8.67 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 71,608 | -64.20 | 2,158 | -60.87 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 126,424 | -0.62 | 3,810 | 8.64 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 12,933 | -1.79 | 390 | 7.16 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 14,844 | -1.94 | 447 | 7.19 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 25,413 | -11.25 | 766 | -3.04 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 5 | -98.56 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 79,113 | -57.58 | 2,384 | -53.63 | ||||
| 2025-08-25 | NP | SWYHX - Schwab Target 2045 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management 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 | 1,431,471 | -0.91 | 43,145 | 8.32 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 6,795 | -5.56 | 205 | 3.03 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 336,523 | -0.63 | 10,143 | 8.63 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 114,430 | -0.81 | 3,449 | 8.43 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1,091 | -54.20 | 33 | -50.77 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 19,264 | -0.88 | 581 | 8.41 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 15,013 | -3.15 | 452 | 5.85 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 51,510 | -2.78 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 17,297 | -0.10 | 521 | 9.22 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 339,932 | -1.57 | 10,246 | 7.60 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 10,913 | -12.17 | 0 | |||||
| 2025-08-25 | NP | SWYFX - Schwab Target 2035 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management 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 | 1,135,771 | -0.89 | 34,232 | 8.35 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 16,665 | -4.42 | 502 | 4.58 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 31,422 | -10.38 | 947 | -1.97 | ||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 18,297 | -3.66 | 551 | 5.35 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 26,006 | -10.72 | 784 | -2.49 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 10,447 | -48.47 | 315 | -43.73 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 348,518 | -48.92 | 10,504 | -44.16 | ||||
| 2025-04-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 3,500 | -18.60 | 105 | -11.02 | ||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 6,864 | -9.97 | 207 | -1.90 | ||||
| 2025-04-29 | 13F | Rice Partnership, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 12,133 | -3.73 | 366 | 5.19 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 38,108 | -1.17 | 1,149 | 8.00 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 8,430 | -0.89 | 254 | 8.55 | ||||
| 2025-04-23 | 13F | Security National Bank | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 16,681 | -8.98 | 503 | -0.59 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 97,407 | -2.77 | 2,936 | 6.30 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 108,939 | -2.93 | 3,283 | 5.56 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10,010 | -40.50 | 302 | -34.99 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 250,922 | -20.41 | 7,563 | -13.00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 6,894 | -28.50 | 208 | -21.89 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 15,617 | -20.60 | 471 | -13.28 |
