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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 34 | -99.70 | 1 | -100.00 | ||||
| 2025-05-15 | 13F | FinDec Wealth Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Slow Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 311,541 | -1.36 | 8,739 | 5.61 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 99,869 | -17.67 | 2,801 | -11.86 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 389,788 | -38.58 | 10,934 | -34.24 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 623,877 | -1.02 | 17,500 | 5.97 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 10,073 | -0.29 | 283 | 6.82 | ||||
| 2025-05-07 | 13F | Financially Speaking Inc | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | Ferguson Wellman Capital Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Lindenwold Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 191,307 | -15.39 | 5,366 | -9.42 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 89,944 | -0.50 | 2,523 | 6.50 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 350 | -46.73 | 10 | -47.06 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 13,927 | -27.88 | 389 | -22.97 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 9,810 | -9.83 | 275 | -3.51 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 499,240 | -0.06 | 14,004 | 7.00 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 8,424 | -2.55 | 236 | 4.42 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 46,211 | -79.66 | 1,296 | -78.23 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,991,592 | -17.55 | 55,864 | -11.73 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 18,471 | -0.30 | 518 | 6.80 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 40,017 | -1.39 | 1,122 | 5.55 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 20,077 | -1.95 | 563 | 5.04 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 29,026 | -70.02 | 814 | -67.90 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 383,617 | -44.97 | 11 | -44.44 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 70,872 | -1.39 | 1,988 | 5.52 | ||||
| 2025-07-22 | 13F | Asset Planning Services Inc /la/ /adv | 18,521 | -1.04 | 1 | |||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 25,319 | -0.70 | 710 | 6.29 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 14,546 | -11.55 | 408 | -5.12 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1,921 | -4.62 | 54 | 1.92 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 275,138 | -3.74 | 7,718 | 3.06 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 26,635 | -4.08 | 747 | 2.75 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 46,295 | -4.05 | 1 | 0.00 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 31,490 | -7.54 | 883 | -0.34 | ||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 208,455 | -16.61 | 6 | -16.67 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 129,991 | -11.63 | 3,646 | -5.37 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 738 | -16.33 | 21 | -13.04 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 32,831 | -4.56 | 921 | 2.11 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 43,278 | -1.77 | 1,214 | 5.11 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 98,084 | -5.62 | 2,751 | 1.07 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 82,003 | -7.37 | 2,300 | -0.82 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 84,584 | -3.02 | 2,455 | 7.91 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 12,706 | -6.61 | 356 | 0.00 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 393,765 | -3.95 | 11,045 | 2.84 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 82,377 | -2.72 | 2,311 | 4.15 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,197,497 | -10.39 | 61,640 | -4.07 | ||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 3,948 | -1.30 | 111 | 5.77 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 94,182 | -1.51 | 2,642 | 5.43 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 94,923 | -17.58 | 2,663 | -11.77 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 7,458 | -4.46 | 209 | 2.45 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 38,479 | -19.19 | 1,079 | -13.47 | ||||
| 2025-04-23 | 13F | Williams Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 143,819 | -1.21 | 4,034 | 5.77 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 55,658 | -15.60 | 1,561 | -9.61 | ||||
| 2025-08-14 | 13F | Comerica Bank | 11,437 | -13.71 | 321 | -7.78 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 90,254 | -6.00 | 2,532 | 0.64 | ||||
| 2025-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 89,537 | -1.89 | 2,512 | 12.96 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 158,593 | -1.51 | 4,449 | 5.43 | ||||
| 2025-04-29 | 13F | Calamos Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 34,154 | -4.28 | 958 | 2.57 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9,562 | -33.29 | 268 | -28.53 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 345,072 | -0.15 | 9,679 | 6.90 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 20,571 | -3.92 | 577 | 3.04 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 28,631 | -1.72 | 803 | 5.24 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Ewa, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 60,276 | -4.10 | 1,691 | 2.67 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 104,038 | -2.20 | 2,918 | 4.70 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 34,389 | -8.01 | 965 | -1.53 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 7,340 | -8.40 | 206 | -1.91 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1,026,491 | -5.30 | 28,793 | 1.38 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 60,846 | -1.12 | 1,707 | 5.83 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 46,161 | -1.29 | 1,295 | 5.63 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 28,149 | -4.06 | 1 | |||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 24,340 | -1.02 | 683 | 5.90 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 23,558 | -5.19 | 661 | 1.38 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 14,681 | -3.50 | 412 | 3.27 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 46,099 | -3.01 | 1,293 | 3.86 | ||||
| 2025-08-04 | 13F | Lathrop Investment Management Corp | 149,437 | -7.71 | 4 | 0.00 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 17,920 | -1.67 | 503 | 5.24 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 136,461 | -0.98 | 3,900 | 8.03 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 193,220 | -2.66 | 5,420 | 4.21 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 148,703 | -6.53 | 4,171 | 104,175.00 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 117,566 | -0.49 | 3,298 | 6.53 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 24,648 | -8.53 | 691 | -2.12 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Element Wealth, LLC | 111,569 | -2.15 | 3,130 | 4.75 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 1,410 | -81.03 | 40 | -79.90 | ||||
| 2025-06-24 | NP | MNERX - MainStay Conservative ETF Allocation Fund Class R3 | 6,181 | -18.93 | 158 | -74.64 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 13,694 | -1.06 | 384 | 6.08 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Vestment Financial LLC | 21,519 | -3.04 | 612 | 4.44 | ||||
| 2025-07-10 | 13F | Park Capital Management, LLC / WI | 15,213 | -1.43 | 427 | 5.45 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 65,776 | -2.26 | 1,845 | 4.65 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 68,729 | -0.25 | 1,928 | 6.76 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 126,749 | -0.33 | 3,555 | 6.72 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 183,852 | -1.42 | 5,157 | 8.71 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 57,427 | -7.52 | 1,611 | -0.98 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 67,445 | -72.82 | 1,947 | -70.06 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 57,929 | -0.43 | 1,625 | 6.56 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 16,052 | -9.61 | 450 | -3.23 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 57,349 | -0.12 | 1,609 | 6.91 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 188,453 | -1.31 | 5,286 | 5.78 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 70,447 | -0.94 | 1,976 | 6.07 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 22,902 | -21.51 | 642 | -15.97 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 31,715 | -2.53 | 890 | 4.34 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 40,592 | -0.34 | 1,139 | 6.65 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 91,340 | -13.70 | 2,562 | -7.61 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 15,702 | -68.40 | 440 | -66.21 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 47,547 | -3.58 | 1,334 | 3.25 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,263 | -70.66 | 63 | -68.81 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 100,136 | -1.22 | 3 | 0.00 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 27,710 | -14.96 | 777 | -8.91 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 276,453 | -3.60 | 7,755 | 3.21 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 782,977 | -5.82 | 21,962 | 0.83 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 10,143 | -7.62 | 285 | -1.05 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 153,828 | -13.65 | 4,315 | -7.56 | ||||
| 2025-08-14 | 13F | UBS Group AG | 946,333 | -81.62 | 26,545 | -80.32 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 53,464 | -2.81 | 1,500 | 4.02 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 62,295 | -28.31 | 1,747 | -27.42 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 26,940 | -78.52 | 756 | -77.02 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 153,340 | -33.73 | 4,301 | -29.05 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 49,496 | -51.61 | 1,388 | -48.21 | ||||
| 2025-07-23 | 13F | Gainplan LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 21,825 | -4.43 | 1 | |||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10,702 | -2.08 | 0 | |||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 54,659 | -0.46 | 1,559 | 18.03 | ||||
| 2025-04-21 | 13F | L.m. Kohn & Company | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 35,803 | -50.67 | 1,004 | -47.19 | ||||
| 2025-05-09 | 13F | Liberty Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 35,007 | -0.36 | 982 | 6.63 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 293,304 | -39.29 | 8,227 | -35.01 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 160,526 | -15.52 | 4,503 | -9.56 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 342,440 | -13.10 | 9,605 | -6.96 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,819 | -37.83 | 360 | -33.52 | ||||
| 2025-04-17 | 13F | Stockman Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 486,504 | -2.43 | 13,646 | 4.45 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 14,213 | -2.72 | 399 | 4.19 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 15,862 | -0.26 | 445 | 6.73 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 74,987 | -2.71 | 2,103 | 4.16 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 65,091 | -0.10 | 1,826 | 6.91 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 543,478 | -2.29 | 15,245 | 4.61 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 78,409 | -10.83 | 2,199 | -4.52 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 60,362 | -2.35 | 1,693 | 4.57 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 355,046 | -17.15 | 9,959 | -11.29 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 350,577 | -0.77 | 9,834 | 6.23 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 28,007 | -0.72 | 786 | 6.22 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 1,591 | -26.14 | 0 | |||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 36,230 | -1.28 | 1,016 | 5.72 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 138,064 | -2.68 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9,200 | -79.78 | 258 | -78.36 | |||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 39,235 | -6.27 | 1,101 | 0.46 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 25,200 | -1.00 | 707 | 6.01 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 12,077 | -10.09 | 346 | 5.81 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 96,648 | -4.86 | 2,711 | 1.84 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 23,687 | -1.00 | 664 | 6.07 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 91,242 | -3.42 | 2,559 | 3.39 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 54,230 | -3.04 | 1,521 | 3.82 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 325,797 | -2.31 | 9,139 | 7.76 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3,492 | -4.95 | 0 | |||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 14,759 | -0.69 | 414 | 6.43 | ||||
| 2025-07-31 | 13F | McCarthy Asset Management, Inc. | 160,615 | -0.81 | 4,505 | 6.20 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 16,289 | -6.18 | 457 | 0.44 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 27,271 | -3.27 | 765 | 3.52 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 831,548 | -7.65 | 23,325 | -1.14 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 31,899 | -5.46 | 1 | |||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 9,710 | -3.30 | 272 | 3.42 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 25,696 | -3.51 | 721 | 2.86 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 36,567 | -0.55 | 1,026 | 6.44 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 216 | -56.10 | 6 | -50.00 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 129,739 | -2.29 | 3,639 | 4.63 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 83,791 | -55.17 | 2,350 | -52.01 | ||||
| 2025-08-12 | 13F | Pring Turner Capital Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5,797,612 | -1.79 | 166,449 | 7.62 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 225,594 | -1.71 | 6,328 | 5.22 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 32,407 | -0.18 | 909 | 6.94 | ||||
| 2025-04-22 | 13F | Hill Island Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 397,225 | -7.60 | 11,142 | -1.07 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 1,813,315 | -3.89 | 50,863 | 2.90 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 25,886 | -73.82 | 726 | -72.83 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 218,058 | -0.35 | 6,117 | 6.68 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 21,727 | -0.61 | 609 | 6.47 | ||||
| 2025-07-15 | 13F | Attessa Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 12,081 | -3.32 | 339 | 3.36 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 26,817 | -0.50 | 752 | 6.52 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 60,961 | -22.74 | 1,710 | -17.32 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 12,449 | -87.37 | 349 | -86.48 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 147,175 | -3.64 | 4,245 | 8.38 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 39,240 | -0.03 | 1,101 | 7.00 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 76,395 | -16.49 | 2,143 | -10.60 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 792,760 | -5.78 | 22,237 | 0.87 | ||||
| 2025-04-17 | 13F | Foster Victor Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 493,789 | -4.67 | 13,851 | 2.06 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 88,039 | -2.40 | 2,470 | 4.49 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 20,819 | -2.92 | 584 | 3.92 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8,064 | -14.07 | 226 | -7.76 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 29,089 | -8.16 | 823 | -0.72 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 101,844 | -0.76 | 2,857 | 6.25 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 10,248 | -2.85 | 287 | 3.99 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 8,706 | -5.96 | 244 | 0.83 | ||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 8,152 | -34.28 | 229 | -29.63 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 52,431 | -1.14 | 1,471 | 5.83 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1,995 | -72.59 | 56 | -71.05 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 13,818 | -9.46 | 388 | -3.01 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 155,302 | -5.33 | 4,356 | 1.35 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1,780,735 | -1.40 | 49,950 | 5.56 | ||||
| 2025-06-16 | 13F | Peterson Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 369,685 | -2.82 | 10,370 | 4.03 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 48,452 | -2.57 | 1,359 | 4.38 | ||||
| 2025-05-05 | 13F | Souders Financial Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 8,006 | -37.30 | 225 | -32.93 | ||||
| 2025-06-17 | 13F | Howe & Rusling Inc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 9,538 | -0.83 | 268 | 6.37 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 27,034 | -8.65 | 758 | -2.19 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 67,378 | -0.07 | 1,890 | 6.96 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 902,583 | -13.32 | 25,317 | -7.20 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 302,537 | -1.52 | 8,486 | 5.43 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 52,088 | -6.54 | 1,461 | 0.07 | ||||
| 2025-06-24 | NP | MWFQX - MainStay Equity ETF Allocation Fund Class R3 | 38,543 | -17.87 | 985 | -74.15 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 90,793 | -11.06 | 2,547 | -4.79 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 28,543 | -39.27 | 801 | -35.01 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 43 | -73.12 | 1 | -75.00 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 57,885 | -0.08 | 1,624 | 6.99 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 164,800 | -1.96 | 4,623 | 4.95 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 361,614 | -0.21 | 10,143 | 6.84 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 19,328 | -16.99 | 542 | -11.15 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 35,007 | -8.39 | 982 | -2.00 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 36,410 | -15.34 | 1,021 | -9.33 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 65,912 | -11.51 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1,578,380 | -1.79 | 44,274 | 5.14 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 363,085 | -1.06 | 10,185 | 5.93 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 361,512 | -2.29 | 10,140 | 4.61 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 157,214 | -0.23 | 4,410 | 6.81 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 44,959 | -0.32 | 1,261 | 6.77 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 261 | -18.69 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 2,135,799 | -2.37 | 59,909 | 4.52 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 17,284 | -4.95 | 485 | 1.68 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 79,624 | -0.26 | 2,233 | 6.79 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 106,296 | -5.39 | 2,785 | -10.57 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 479,644 | -0.60 | 13,454 | 6.42 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 12,177 | -11.88 | 342 | -5.80 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 47,670 | -76.03 | 1,337 | -75.73 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 11,116 | -0.13 | 312 | 6.87 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 28,720 | -0.21 | 806 | 6.76 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 388,095 | -2.26 | 11 | 0.00 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 13,231 | -12.19 | 371 | -5.84 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 29,317 | -4.49 | 822 | 2.24 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 916,099 | -1.72 | 25,697 | 5.22 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 59,819 | -9.41 | 1,678 | -3.06 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 31,382 | -3.53 | 880 | 3.29 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 35,060 | -0.08 | 983 | 6.96 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 167,791 | -17.56 | 4,707 | -11.74 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 39,824 | -5.32 | 1,117 | 1.36 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 35,756 | -2.64 | 1,003 | 4.16 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 950,167 | -1.88 | 26,652 | 5.05 | ||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 54,356 | -4.58 | 1,525 | 2.14 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-04-09 | 13F | Worth Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 17,851 | -2.43 | 501 | 4.38 | ||||
| 2025-07-23 | 13F | Golden Reserve Retirement LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-08 | 13F | Gs Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 71,240 | -4.37 | 1,998 | 2.41 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 206,863 | -1.41 | 5,803 | 5.55 | ||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 15,210 | -0.41 | 427 | 6.50 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 79,784 | -22.81 | 2,238 | -17.36 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 266,503 | -6.16 | 7,475 | 0.47 | ||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 15,038 | -70.17 | 422 | -68.11 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 2,908,580 | -3.08 | 81,586 | 3.77 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 110,106 | -2.50 | 3,088 | 4.39 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 51,265 | -8.28 | 1 | 0.00 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 115,204 | -4.89 | 3,231 | 1.83 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9,086 | -44.07 | 255 | -31.72 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 24,261 | -9.11 | 636 | -14.07 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 19,476 | -0.83 | 546 | 6.23 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 10,261 | -0.53 | 288 | 6.30 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 12,000 | -20.00 | 335 | -14.54 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 1,247,966 | -10.08 | 35,005 | -3.73 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 116,949 | -6.43 | 3,280 | 0.18 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 533,816 | -22.51 | 14,974 | -17.04 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 30,486 | -0.15 | 855 | 7.01 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 139,321 | -0.01 | 3,908 | 7.04 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 97,978 | -16.29 | 2,748 | -10.37 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 58,134 | -2.92 | 1,631 | 3.95 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 4,181,932 | -0.50 | 117,303 | 6.52 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 81,936 | -0.61 | 2,298 | 6.44 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 31,137 | -1.04 | 906 | 13.39 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,122 | -68.61 | 31 | -66.67 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 170,354 | -49.42 | 5 | -50.00 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 369 | -12.56 | 10 | -9.09 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 67,830 | -29.09 | 1,777 | -32.94 | ||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 141,545 | -0.53 | 3,970 | 6.49 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 16,485 | -1.43 | 462 | 5.48 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 1,489,605 | -0.81 | 41,783 | 6.19 | ||||
| 2025-05-08 | 13F | Baker Avenue Asset Management, LP | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Nicollet Investment Management, Inc. | 122,133 | -0.80 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,634,298 | -0.88 | 45,842 | 6.12 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 86,135 | -7.58 | 2,416 | -1.02 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 111,088 | -0.12 | 3,116 | 6.97 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 159,478 | -3.81 | 4,473 | 2.99 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9,569 | -6.17 | 251 | -11.35 | ||||
| 2025-07-21 | 13F | Whelan Financial | 16,748 | -1.94 | 470 | 4.92 | ||||
| 2025-08-14 | 13F | Fmr Llc | 106,392 | -7.56 | 2,984 | -1.03 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 371,948 | -4.53 | 10,433 | 2.22 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 1,408,203 | -9.43 | 39,500 | -3.03 | ||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 18,100 | -23.92 | 508 | -23.07 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 2,154 | -2.45 | 60 | 5.26 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 8,106 | -0.06 | 227 | 7.08 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 10,484 | -0.22 | 294 | 6.91 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 3,500 | -8.50 | 98 | -2.00 | ||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 25,750 | -0.52 | 722 | 6.49 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 610,602 | -4.70 | 17,127 | 2.03 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 17,565 | -3.17 | 493 | 3.58 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 85,110 | -27.55 | 2,387 | -22.42 | ||||
| 2025-08-13 | 13F | Harfst & Associates, Inc. | 24,986 | -0.23 | 701 | 6.71 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 355,721 | -7.29 | 9,978 | -0.75 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 6,003,923 | -13.09 | 168,410 | -6.95 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 35,265 | -11.43 | 924 | -19.04 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 7,554 | -91.54 | 212 | -90.98 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 28,712 | -8.83 | 752 | -13.76 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 15,550 | -26.29 | 436 | -21.01 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 108,431 | -1.01 | 3,041 | 6.00 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 35,096 | -1.06 | 984 | 5.92 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 44,997 | -7.13 | 1,262 | -0.55 | ||||
| 2025-08-12 | 13F | Marietta Investment Partners Llc | 8,080 | -4.34 | 227 | 2.26 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 15,561 | -62.73 | 436 | -62.32 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 11,737 | -7.34 | 329 | -0.60 | ||||
| 2025-04-14 | 13F | CJM Wealth Advisers, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 97,451 | -31.55 | 2,734 | -26.71 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 499,560 | -1.25 | 14,013 | 5.73 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 19,161 | -6.56 | 537 | 0.00 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 26,468 | -0.18 | 742 | 6.92 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 8,426 | -0.87 | 236 | 6.31 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-05 | 13F | Simplex Trading, Llc | 205 | -4.21 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 120,519 | -10.53 | 3,381 | -4.22 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 66,013 | -12.60 | 1,852 | -6.42 | ||||
| 2025-06-24 | NP | MDAKX - MainStay Moderate ETF Allocation Fund Class C | 39,212 | -18.16 | 1,002 | -74.24 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 11,523 | -25.19 | 333 | -25.50 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 58,183 | -3.56 | 1,632 | 3.29 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 165,884 | -10.42 | 4,653 | -4.08 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 47,082 | -7.00 | 1,321 | -0.45 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 85,729 | -8.97 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 107,176 | -1.23 | 3,006 | 5.74 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 59,266 | -5.95 | 1,662 | 0.73 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 411,685 | -11.35 | 11,548 | -5.10 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | MOEAX - MainStay Growth ETF Allocation Fund Class A | 49,594 | -15.67 | 1,268 | -73.47 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 128,388 | -2.73 | 3,601 | 4.14 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 33,576 | -0.59 | 942 | 6.45 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 362,872 | -5.28 | 10,175 | 1.36 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 31,797 | -28.71 | 892 | -23.72 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 408,221 | -73.55 | 11,451 | -71.69 | ||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 208,079 | -2.45 | 5,837 | 4.44 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 46,453 | -16.38 | 1,303 | -10.45 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 58,208 | -12.96 | 1,633 | -6.85 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 351,018 | -9.29 | 9,848 | -2.89 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 386,854 | -1.47 | 11 | 0.00 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 101,744 | -6.74 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 625,653 | -0.79 | 17,550 | 6.21 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 19,918 | -1.84 | 559 | 5.08 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 50,642 | -32.38 | 1,421 | -27.62 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 50,516 | -12.56 | 1 | 0.00 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 99 | -94.05 | 3 | -95.35 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 251,852 | -5.38 | 7,064 | 1.31 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 58,091 | -13.91 | 1,629 | -7.81 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 108,142 | -1.17 | 3,033 | 5.83 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 60 | -97.80 | 2 | -98.59 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 18,009 | -26.29 | 505 | -21.09 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 38,932 | -0.56 | 1,092 | 6.54 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 342,460 | -8.71 | 9,606 | -2.27 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 36,486 | -7.95 | 1,023 | -1.45 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,645,070 | -9.61 | 46,145 | -3.22 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Acas, Llc | 63,796 | -1.70 | 1,867 | 12.33 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 228,624 | -0.80 | 6,413 | 5.74 | ||||
| 2025-08-12 | 13F | Bokf, Na | 4,149 | -14.47 | 116 | -8.66 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 39,676 | -8.03 | 1,113 | -1.59 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 275,225 | -2.15 | 7,720 | 4.76 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 8,774 | -45.97 | 246 | -42.12 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 628,255 | -5.84 | 17,623 | 0.81 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 18,182 | -27.92 | 510 | -22.73 | ||||
| 2025-07-31 | 13F | Heirloom Wealth Management | 7,748 | -0.01 | 217 | 6.90 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 13,214 | -10.53 | 371 | -4.15 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 352,121 | -0.78 | 9,877 | 2.65 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 177,594 | -21.23 | 4,982 | -15.68 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 2,484 | -41.80 | 70 | -37.84 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 9,492 | -1.29 | 266 | 5.98 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 16,396 | -37.56 | 460 | -33.28 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 40,404 | -1.05 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2,066,956 | -30.47 | 57,978 | -25.56 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 39,711 | -0.93 | 1,114 | 6.00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 59,607 | -2.64 | 1,672 | 4.18 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 291 | -76.57 | 8 | -75.00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 201,359 | -1.17 | 5,648 | 5.83 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 98,983 | -19.08 | 2,776 | -13.36 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 12,689 | -14.83 | 365 | -6.67 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 32,918 | -2.18 | 923 | 4.77 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 244,765 | -2.25 | 6,866 | 4.65 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 108,164 | -2.39 | 3,034 | 4.51 | ||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 237,872 | -0.77 | 6,672 | 6.24 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 21,990 | -1.35 | 617 | 5.66 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 408,154 | -1.07 | 11,449 | 5.91 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 132,788 | -4.57 | 3,725 | 2.17 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 108,740 | -11.39 | 3,050 | -5.13 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 247,077 | -10.54 | 6,931 | -4.23 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 37,881 | -8.46 | 1,063 | -2.03 | ||||
| 2025-07-18 | 13F | Vicus Capital | 19,685 | -1.48 | 552 | 5.54 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 21,777 | -32.04 | 611 | -27.29 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 35,833 | -4.82 | 1,005 | 1.93 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 358,515 | -1.05 | 10,057 | 5.95 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 62,169 | -37.12 | 1,629 | -40.56 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 7,634 | -0.01 | 214 | 7.00 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 33,147 | -0.82 | 930 | 6.17 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 2,400 | -19.38 | 67 | -12.99 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 143,041 | -10.70 | 4,012 | -4.39 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 80,989 | -1.13 | 2,272 | 5.82 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Leisure Capital Management | 90,189 | -1.37 | 2,530 | 5.59 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 24,229 | -4.63 | 703 | 5.71 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 380 | -94.72 | 11 | -94.68 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 16,554 | -2.90 | 464 | 4.04 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 75,144 | -3.34 | 2,108 | 3.49 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 14,648 | -1.68 | 411 | 5.13 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 23,297 | -3.47 | 653 | 3.32 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 325,882 | -2.68 | 9,141 | 4.18 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 197,279 | -6.14 | 5,534 | 0.49 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 426 | -54.05 | 12 | -54.17 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 75,562 | -23.22 | 2,120 | -22.30 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 68,533 | -95.75 | 2 | -97.87 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 36,841 | -2.16 | 1,033 | 4.77 | ||||
| 2025-07-14 | 13F | Argent Capital Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 21,686 | -4.09 | 608 | -2.88 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 7,314 | -9.86 | 205 | -3.30 |
