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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Alliancebernstein L.p. | 385,189 | -45.02 | 31,917 | -44.93 | ||||
| 2025-08-26 | NP | LCR - Leuthold Core ETF | 139,738 | -7.14 | 11,579 | -7.00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4,330 | -1.81 | 359 | -1.65 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 27,717 | -2.69 | 2,289 | -2.51 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 34,673 | -26.58 | 2,873 | -26.36 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 13,949 | -2.56 | 1,156 | -2.45 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 10,578 | -26.61 | 877 | -26.51 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 22,672 | -31.59 | 1,879 | -31.45 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4,196,289 | -17.21 | 347,704 | -17.08 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 4,470 | -6.68 | 370 | -6.57 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 31,251 | -3.23 | 3 | 0.00 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 10,325 | -1.93 | 856 | -1.72 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 30,757,000 | -8.51 | 2,548,525 | -8.37 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 425,730 | -0.96 | 35,084 | -1.34 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 73,526 | -11.81 | 6,092 | -11.67 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 3,720 | -3.88 | 308 | -3.75 | ||||
| 2025-04-16 | 13F/A | Western Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 3,977 | -18.97 | 330 | -18.97 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 15,583 | -17.34 | 1,291 | -17.19 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 261,158 | -38.01 | 21,640 | -37.91 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 362,380 | -3.82 | 30,027 | -3.67 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 105,645 | -3.00 | 8,754 | -2.85 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 41,547 | -1.74 | 3,443 | -1.60 | ||||
| 2025-07-08 | 13F | Northwest & Ethical Investments L.P. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Durante & Waters, Llc | 82,480 | -1.95 | 6,834 | -1.80 | ||||
| 2025-08-04 | 13F | Balentine LLC | 796 | -95.08 | 66 | -95.15 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1,300,963 | -52.93 | 107,798 | -52.85 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 8,335 | -18.28 | 691 | -18.15 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 33,493 | -21.27 | 2,775 | -21.14 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 4,647 | -23.42 | 385 | -23.31 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 2,926 | -84.24 | 242 | -86.40 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 7,465 | -10.98 | 616 | -11.26 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 142,485 | -4.67 | 12 | -8.33 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 4,975 | -6.77 | 412 | -6.58 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 328,065 | -9.57 | 27,072 | -9.80 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 30,860 | -1.78 | 2,557 | -1.62 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Pin Oak Investment Advisors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1,942 | -76.30 | 161 | -76.37 | ||||
| 2025-08-12 | 13F | Wernau Asset Management Inc. | 3,918 | -5.27 | 325 | -5.26 | ||||
| 2025-04-24 | 13F | Kraft, Davis & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 11,420 | -38.94 | 944 | -38.82 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 7,126 | -41.35 | 590 | -41.29 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 46,476 | -68.96 | 3,848 | -68.94 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | AIIFX - Timber Point Alternative Income Fund Institutional Class Shares | 2,500 | -75.00 | 207 | -74.97 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 7,200 | -26.92 | 595 | -27.17 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 51,332 | -4.61 | 4,253 | -4.45 | ||||
| 2025-04-14 | 13F | Tilia Fiduciary Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 15,294 | -3.74 | 1,267 | -3.58 | ||||
| 2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 18,694 | -0.45 | 1,549 | -0.32 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1,720 | -5.13 | 142 | -4.70 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 85,409 | -22.08 | 7,077 | -21.97 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 8,027 | -4.47 | 665 | -4.32 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 9,043 | -23.85 | 749 | -23.73 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,565 | -6.98 | 1,207 | -6.87 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 69,802 | -55.29 | 5,784 | -55.22 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 28,321 | -10.21 | 2,342 | -9.68 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 29,615 | -6.73 | 2,454 | -6.59 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 9,623 | -14.32 | 797 | -13.37 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 13,802 | -24.56 | 1,144 | -24.45 | ||||
| 2025-05-12 | 13F | Citigroup Inc | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | Scopus Asset Management, L.p. | 605,726 | -2.14 | 50,190 | -1.99 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 237,525 | -2.06 | 19,681 | -1.91 | ||||
| 2025-05-15 | 13F | Vivaldi Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 41,331 | -2.43 | 3,425 | -2.28 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 3,927 | -11.23 | 325 | -10.96 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 39,830 | -34.66 | 3,300 | -34.55 | ||||
| 2025-08-14 | 13F | Promus Capital, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 7,145 | -11.24 | 592 | -10.98 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 20,121 | -8.19 | 1,667 | -8.05 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 380,516 | -66.81 | 31,530 | -66.75 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 9,914 | -0.25 | 821 | -0.12 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 4,150 | -17.82 | 344 | -17.75 | ||||
| 2025-04-23 | 13F | Cornerstone Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 5,934 | -10.82 | 492 | -10.73 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 25,292 | -39.47 | 2,096 | -39.40 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 13,217 | -1.34 | 1,093 | -1.53 | ||||
| 2025-04-01 | 13F | First Financial Bank - Trust Division | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 19,923 | -5.03 | 1,651 | -4.90 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 3,940 | -1.52 | 326 | -1.51 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 3,211 | -1.23 | 266 | -0.75 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 3,988 | -1.19 | 330 | -0.90 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 8,432 | -3.62 | 699 | -3.46 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 13,157 | -4.08 | 1,090 | -3.80 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 9,552 | -5.50 | 792 | -5.38 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 263,045 | -48.15 | 21,797 | -48.07 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 41,795 | -33.38 | 3 | -40.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 11,606,993 | -2.83 | 961,755 | -2.68 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 8,477 | -1.10 | 702 | -0.99 | ||||
| 2025-04-16 | 13F | BTS Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 72,592 | -3.29 | 6,015 | -3.16 | ||||
| 2025-04-18 | 13F | Creative Capital Management Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 2,531 | -94.99 | 210 | -95.00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 84,097 | -6.84 | 6,968 | -6.70 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 6,223 | -1.97 | 515 | -1.15 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 5,816 | -2.48 | 482 | -2.43 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6,818,324 | -0.54 | 564,966 | -0.39 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 19,792 | -8.49 | 1,636 | -8.86 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 99,913 | -0.28 | 8,279 | -0.13 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Eq Llc | 7,771 | -91.81 | 644 | -91.81 | ||||
| 2025-08-07 | 13F | Nwam Llc | 28,321 | -5.49 | 2,337 | -5.69 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2,472 | -14.35 | 204 | -14.71 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 66,959 | -1.37 | 5,548 | -1.21 | ||||
| 2025-04-14 | 13F | Midland Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 335,435 | -0.58 | 27,794 | -0.43 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 15,220 | -3.29 | 1,261 | -3.07 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1,238,658 | -5.11 | 102,635 | -4.96 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 15,953 | -4.98 | 1,322 | -4.83 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 101,471 | -1.49 | 8,408 | -1.34 | ||||
| 2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 53,699 | -0.05 | 4,449 | 0.11 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 23,670 | -3.30 | 1,961 | -3.11 | ||||
| 2025-03-26 | NP | IYLD - iShares Morningstar Multi-Asset Income ETF | 69,261 | -3.75 | 5,699 | -2.40 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 8,105 | -0.30 | 672 | -0.15 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 14,016 | -14.34 | 1,161 | -14.19 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 52,450 | -7.05 | 4,328 | -7.26 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 11,613 | -0.53 | 1 | |||||
| 2025-04-30 | 13F | Narus Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 59,263 | -18.85 | 4,911 | -18.72 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 3,200 | -11.11 | 265 | -10.77 | |||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 8,235 | -34.33 | 682 | -34.23 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 4,537 | -44.23 | 376 | -44.28 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 5,853 | -0.48 | 485 | -0.21 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 28,702 | -1.40 | 2,378 | -1.25 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 2,452 | -14.95 | 203 | -14.71 | ||||
| 2025-04-30 | 13F | Fundamentun, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 4,831 | -47.27 | 399 | -47.15 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | M. Kulyk & Associates, LLC | 3,893 | -1.39 | 323 | -1.23 | ||||
| 2025-05-13 | 13F | Adviser Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 420,530 | -1.38 | 34,845 | -1.22 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 148,379 | -2.25 | 12 | 0.00 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 5,432 | -3.82 | 450 | -3.64 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 878,644 | -21.55 | 72,804 | -21.43 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 33,944 | -1.46 | 2,813 | -1.30 | ||||
| 2025-08-07 | 13F | Navellier & Associates Inc | 69,130 | -14.88 | 5,728 | -14.52 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9,250 | -13.97 | 766 | -13.84 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 9,387 | -5.92 | 778 | -5.82 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 6,588 | -32.58 | 543 | -32.80 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 2,663 | -13.76 | 221 | -13.73 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 22,844 | -15.67 | 1,893 | -15.57 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 71,639 | -1.53 | 5,936 | -1.36 | ||||
| 2025-08-08 | 13F | Creative Planning | 165,855 | -4.58 | 13,743 | -4.44 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 7,180 | -14.22 | 595 | -14.16 | ||||
| 2025-04-23 | 13F | Tyche Wealth Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Busey Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 499,965 | -5.79 | 41,427 | -5.64 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 4,094 | -20.72 | 339 | -20.61 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 3,238 | -24.73 | 268 | -24.51 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 36,772 | -5.79 | 3,047 | -5.67 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 13,443 | -37.40 | 1,114 | -37.33 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 13,492 | -1.19 | 1,118 | -1.06 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 7,980 | -87.00 | 661 | -86.98 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 5,954 | -3.06 | 493 | -2.95 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 64 | -9.86 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 843 | -8.86 | 70 | -8.00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1,826 | -6.50 | 151 | -6.21 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 6,675 | -34.15 | 553 | -34.01 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 93,023 | -18.80 | 7,691 | -18.47 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 413 | -10.22 | 34 | -10.53 | ||||
| 2025-04-16 | 13F | Krilogy Financial LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 75,168 | -15.72 | 6,228 | -15.59 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 9,802 | -12.86 | 812 | -12.69 | ||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 48,085 | -1.13 | 3,984 | -0.97 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 82,341 | -25.69 | 6,823 | -25.56 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 59,610 | -1.29 | 4,912 | -1.68 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 637,040 | -3.39 | 52,785 | -3.23 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 15,302 | -14.94 | 1,268 | -14.85 | ||||
| 2025-08-04 | 13F | Retirement Systems of Alabama | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 5,929 | -1.92 | 491 | -1.80 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 50,276 | -5.63 | 4,142 | -5.86 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 20,058 | -4.39 | 1,662 | -4.21 | ||||
| 2025-08-08 | 13F | King Wealth | 18,981 | -3.55 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 151,800 | -1.39 | 12,551 | -1.15 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 22,913 | -19.63 | 1,899 | -19.51 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7,604 | -28.79 | 630 | -28.65 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 6,165 | -5.23 | 511 | -5.20 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 2,929 | -1.88 | 243 | -1.63 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 16,689 | -57.82 | 1,383 | -57.78 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 169,652 | -1.80 | 14,057 | -1.64 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 212 | -44.65 | 18 | -45.16 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 25,826 | -1.70 | 2,140 | -1.56 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 5,364 | -77.81 | 444 | -77.79 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 69,667 | -27.91 | 5,773 | -27.80 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 6,807 | -3.45 | 564 | -3.26 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 17,621 | -39.22 | 1,460 | -39.12 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 3,775 | -30.48 | 313 | -30.51 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 2,880 | -27.64 | 239 | -27.66 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 67,992 | -12.11 | 5,611 | -12.34 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 3,138 | -0.85 | 260 | -0.38 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 97,731 | -2.95 | 8,098 | -2.80 | ||||
| 2025-05-14 | 13F | Natixis | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 2,584 | -3.90 | 214 | -3.60 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 36,729 | -4.07 | 3,043 | -3.92 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 74,065 | -2.73 | 6,137 | -2.57 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 114,965 | -74.67 | 9,526 | -74.63 | ||||
| 2025-04-17 | 13F | Fortitude Advisory Group L.L.C. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 49,465 | -7.57 | 4,099 | -7.43 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 736 | -9.25 | 61 | -10.45 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 5,718 | -9.78 | 474 | -9.73 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Sunbeam Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 16,259 | -3.39 | 1,347 | -3.23 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 265,769 | -5.06 | 22,022 | -4.91 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 217,315 | -3.11 | 18,007 | -2.95 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 20,923 | -0.74 | 1,734 | 0.29 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 6,626 | -5.29 | 549 | -5.02 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | -100.00 | 0 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 14,874 | -12.11 | 1,232 | -12.00 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 4,629 | -7.48 | 384 | -7.26 | ||||
| 2025-08-05 | 13F | Cambiar Investors Llc | 56,449 | -0.84 | 4,677 | -0.68 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Guardian Partners Inc. | 10,681 | -9.54 | 881 | -9.84 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | United Community Bank | 4,345 | -4.61 | 360 | -4.26 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 9,612 | -13.72 | 796 | -13.57 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5,025,224 | -0.98 | 416,390 | -0.82 | ||||
| 2025-07-16 | 13F | Kooman & Associates | 74,732 | -5.16 | 6,192 | -5.02 | ||||
| 2025-08-13 | 13F | PineBridge Investments, L.P. | 3,367,000 | -6.44 | 278,990 | -6.29 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 17 | -34.62 | 1 | -50.00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 24,281 | -4.68 | 2,012 | -4.56 | ||||
| 2025-08-08 | 13F | Renasant Bank | 6,128 | -11.18 | 508 | -11.05 | ||||
| 2025-06-24 | NP | BNDC - FlexShares Core Select Bond Fund | 7,908 | -87.11 | 657 | -86.99 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 58,442 | -25.66 | 4,843 | -25.54 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 5,256 | -9.29 | 436 | -9.19 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 3,692 | -8.20 | 306 | -8.13 | ||||
| 2025-04-14 | 13F | Moulton Wealth Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 18,885 | -0.09 | 1,565 | 0.06 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 30,748 | -19.47 | 2,548 | -19.35 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 155,565 | -3.20 | 12,890 | -3.05 | ||||
| 2025-08-13 | 13F | New South Capital Management Inc | 9,125 | -2.98 | 756 | -2.83 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 2,823 | -47.57 | 234 | -47.64 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 75,560 | -0.13 | 6,261 | 0.02 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 58,015 | -9.32 | 4,807 | -9.18 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 18,734 | -3.26 | 1,552 | -3.12 | ||||
| 2025-05-15 | 13F | Promethium Advisors,llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Mount Lucas Management LP | 56,853 | -31.35 | 4,711 | -31.25 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 90,806 | -0.47 | 7,524 | 0.00 | ||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 22,074 | -14.30 | 1,829 | -14.13 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 354,712 | -0.91 | 29 | 0.00 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 318,215 | -13.40 | 26,367 | -13.26 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 33,796 | -3.68 | 2,800 | -3.51 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 98,348 | -14.74 | 8,149 | -14.60 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 104,050 | -1.76 | 8,622 | -1.61 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 125,974 | -1.55 | 10,438 | -1.40 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 29,391 | -2.40 | 2,435 | -2.25 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 1,730 | -66.60 | 143 | -66.59 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 5,140 | -2.96 | 426 | -2.97 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 8,605 | -57.47 | 713 | -57.41 | ||||
| 2025-07-10 | 13F | Arkfeld Wealth Strategies, L.L.C. | 3,097 | -42.01 | 255 | -42.18 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 8,861 | -22.61 | 734 | -22.49 | ||||
| 2025-05-21 | 13F | McAdam, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 14,300 | -89.11 | 1 | -90.00 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 11,231 | -2.64 | 931 | -2.52 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 25,526 | -0.18 | 2,115 | 0.00 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 116,347 | -19.56 | 9,640 | -19.44 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2,411 | -97.17 | 200 | -97.17 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 0 | -100.00 | 0 | |||||
| 2025-03-10 | 13F | Capstone Triton Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 4,219 | -0.80 | 350 | -0.57 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 101,522 | -0.08 | 8,412 | 0.08 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 15,852 | -12.51 | 1,313 | -11.58 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 517,731 | -0.08 | 42,899 | 0.07 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 25,863 | -2.35 | 2,143 | -2.24 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 115,710 | -3.00 | 9,588 | -2.85 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 16,122 | -4.65 | 1,336 | -4.51 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 897,233 | -2.34 | 74,345 | -2.18 | ||||
| 2025-08-14 | 13F | ADAR1 Capital Management, LLC | 53,337 | -48.39 | 4,420 | -48.31 | ||||
| 2025-04-10 | 13F | Breakwater Capital Group | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 41,624 | -6.66 | 3,449 | -6.53 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 4,982 | -30.48 | 413 | -30.41 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | BIP Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Innova Wealth Partners | 242,591 | -36.28 | 20,101 | -36.18 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 9,968 | -95.81 | 826 | -95.81 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 58,002 | -1.00 | 4,806 | -0.85 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 4,175 | -6.79 | 345 | -6.78 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 556 | -59.00 | 46 | -58.93 | ||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 25,615 | -2.46 | 2,122 | -2.30 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 25,000 | -15.50 | 2,072 | -15.37 | ||||
| 2025-07-21 | 13F | Credential Securities Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 615 | -89.63 | 51 | -90.97 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 32,232 | -4.93 | 2,671 | -4.78 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 16,101 | -15.28 | 1,334 | -15.14 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 297,026 | -3.15 | 24,612 | -3.00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 20,586 | -11.64 | 1,706 | -11.52 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 68,658 | -4.39 | 5,689 | -4.26 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Almanack Investment Partners, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 8,686 | -33.11 | 720 | -33.05 | ||||
| 2025-08-04 | 13F | Buckhead Capital Management Llc | 5,543 | -2.89 | 459 | -2.75 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 12,678 | -3.08 | 1,050 | -2.96 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 4,218 | -2.83 | 350 | -2.79 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 86,266 | -20.58 | 7,148 | -20.47 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3,548,657 | -2.94 | 294,042 | -2.79 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 19,176 | -18.17 | 1,588 | -18.07 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 8,566 | -8.32 | 710 | -8.04 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 15,524 | -3.49 | 1,281 | -3.76 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 74,342 | -60.50 | 6,160 | -60.44 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 2,677 | -14.23 | 222 | -13.95 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 24,316 | -1.61 | 2,015 | -1.47 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 27,993 | -14.91 | 2,319 | -14.77 | ||||
| 2025-08-13 | 13F | Benedict Financial Advisors Inc | 11,772 | -13.03 | 975 | -12.87 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 62,031 | -1.09 | 5,136 | -0.93 | ||||
| 2025-05-14 | 13F | REAP Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 262,896 | -22.66 | 21,784 | -22.54 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 6,647 | -2.69 | 551 | -2.65 | ||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Union Savings Bank | 544 | -46.61 | 45 | -47.62 | ||||
| 2025-09-02 | 13F | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Syntax Research, Inc. | 82,516 | -7.64 | 6,837 | -7.48 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 34,735 | -1.23 | 2,863 | -1.58 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 4,627 | -0.73 | 383 | -0.52 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 7,520 | -32.71 | 623 | -32.58 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Dock Street Asset Management Inc | 106,747 | -8.49 | 8,845 | -8.34 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 5,265 | -99.40 | 436 | -99.40 | ||||
| 2025-05-13 | 13F | Tableaux Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 8,120 | -2.43 | 673 | -2.33 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 9,452 | -7.45 | 783 | -7.23 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 7,275 | -5.57 | 603 | -5.49 | ||||
| 2025-05-13 | 13F | Evoke Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 37,156 | -1.29 | 3,079 | -1.16 | ||||
| 2025-08-12 | 13F | Eisler Capital Management Ltd. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3,101 | -20.08 | 257 | -20.00 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 4,102 | -2.38 | 340 | -2.31 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 2,907 | -69.58 | 241 | -69.27 | ||||
| 2025-07-31 | 13F | Rational Advisors Llc | 22,284 | -65.49 | 1,846 | -65.44 | ||||
| 2025-07-29 | 13F | Stanley-Laman Group, Ltd. | 4,180 | -2.29 | 346 | -1.98 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 237,042 | -0.60 | 19,641 | -0.45 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 148,298 | -71.24 | 12,288 | -71.19 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 71,951 | -3.07 | 5,962 | -2.92 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 9,779 | -10.04 | 810 | -9.90 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 7,416 | -10.90 | 615 | -10.76 | ||||
| 2025-04-25 | 13F | Family Capital Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 7,431 | -6.10 | 616 | -5.96 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Barr E S & Co | 6,025 | -11.07 | 499 | -10.89 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 27,221 | -92.13 | 2,256 | -92.12 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 350,347 | -2.43 | 29,030 | -2.28 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 7,027 | -19.45 | 1 | |||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 67,203 | -18.07 | 5,568 | -17.94 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 283,230 | -1.62 | 23,468 | -1.47 | ||||
| 2025-08-12 | 13F | Integras Partners LLC | 22,117 | -1.94 | 1,833 | -1.77 | ||||
| 2025-08-13 | 13F | ARGI Investment Services, LLC | 64,239 | -68.98 | 5,323 | -68.94 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 8,992 | -16.56 | 745 | -16.39 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 4,530 | -45.29 | 375 | -45.26 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 936 | -8.95 | 78 | -9.41 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 55,595 | -3.11 | 4,607 | -2.97 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 289,749 | -40.65 | 24,008 | -40.56 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 64,013 | -35.80 | 5,304 | -35.67 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 2,635 | -81.94 | 218 | -81.94 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 40,503 | -4.91 | 3,356 | -4.74 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 3,888 | -25.65 | 322 | -25.00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 181,391 | -31.16 | 15,030 | -31.05 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 30,179 | -47.88 | 2,501 | -47.81 | ||||
| 2025-04-15 | 13F | Donaldson Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 136,845 | -0.18 | 11,339 | -0.04 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 21,442 | -5.38 | 1,777 | -5.23 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23,757 | -2.35 | 1,969 | -2.19 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 15,715 | -14.69 | 1,302 | -14.51 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 9,939 | -7.67 | 824 | -7.53 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 160,427 | -2.23 | 13,293 | -2.08 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 16,080 | -3.64 | 1,332 | -3.48 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 59,060 | -18.92 | 4,894 | -18.73 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 43,050 | -0.03 | 3,567 | 0.14 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 4,788 | -20.23 | 397 | -20.16 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 3,506 | -29.77 | 291 | -29.78 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Pcg Asset Management, Llc | 55,714 | -4.43 | 4,616 | -4.27 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 118,194 | -9.13 | 9,794 | -8.93 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 11,250 | -0.32 | 932 | -0.11 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 165,772 | -0.05 | 13,736 | 0.10 | ||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 26,051 | -6.25 | 2,159 | -6.09 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 75,884 | -7.25 | 6,288 | -7.11 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Lake Hills Wealth Management, LLC | 156,803 | -27.70 | 12,993 | -27.59 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 4,546 | -31.93 | 377 | -31.88 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 7,274 | -20.37 | 603 | -20.26 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 19,070 | -3.99 | 1,580 | -3.83 | ||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 177,732 | -1.03 | 14,727 | -0.88 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 39,324 | -4.09 | 3,258 | -3.95 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 75,343 | -1.91 | 6,233 | -1.00 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 23,366 | -5.67 | 1,924 | -6.15 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 52,123 | -0.09 | 4,319 | 0.16 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Loomis Sayles & Co L P | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 4,147 | -2.01 | 344 | -2.00 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-23 | 13F | Navis Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 9,439 | -26.30 | 782 | -26.25 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 38,396 | -79.63 | 3,182 | -79.60 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 94,498 | -17.70 | 7,830 | -17.56 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 2,742 | -3.14 | 227 | -2.99 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 3,038 | -7.01 | 252 | -7.04 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 13,444 | -3.18 | 1,114 | -3.05 | ||||
| 2025-05-07 | 13F | David R. Rahn & Associates Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | GEN Financial Management, INC. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 18,305 | -12.54 | 1,517 | -12.42 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 3,147 | -18.28 | 261 | -18.24 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 34,174 | -6.32 | 3 | -33.33 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 541,300 | -13.50 | 44,852 | -13.36 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 7,268 | -3.63 | 602 | -3.37 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 2,936 | -40.87 | 243 | -40.73 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 4,038 | -4.38 | 335 | -4.30 | ||||
| 2025-08-12 | 13F | Corebridge Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 28,685 | -5.68 | 2,377 | -5.56 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 7,775 | -54.81 | 644 | -54.74 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 5,878 | -75.04 | 485 | -75.10 | ||||
| 2025-07-31 | 13F | City State Bank | 86 | -18.87 | 7 | -12.50 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 12,042 | -27.98 | 998 | -27.91 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 3,820 | -3.41 | 317 | -3.36 | ||||
| 2025-07-24 | 13F | Advanced Asset Management Advisors Inc | 15,589 | -4.10 | 1,292 | -3.94 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 45 | -50.55 | 4 | -57.14 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 70,627 | -4.97 | 5,852 | -4.81 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-07 | 13F | Private Advisory Group LLC | 23,306 | -53.71 | 1,931 | -53.64 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 40,323 | -44.97 | 3,341 | -44.88 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 13,980 | -36.45 | 1,158 | -36.34 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 30,475 | -0.03 | 2,525 | 0.16 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 7,708 | -5.03 | 639 | -4.92 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 7 | -41.67 | 1 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 274 | -78.53 | 23 | -79.05 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 1,065 | -24.95 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 395 | -3.19 | 33 | -3.03 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 3,556 | -9.63 | 295 | -9.54 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 25,409 | -19.66 | 2,105 | -19.53 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 231,066 | -0.72 | 19,146 | -0.57 | ||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 3,859 | -32.26 | 320 | -32.27 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 438 | -74.80 | 36 | -74.83 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 4,401 | -2.24 | 365 | -2.15 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 370,346 | -2.71 | 30,687 | -2.56 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 19,645 | -14.01 | 1,627 | -13.88 | ||||
| 2025-07-17 | 13F | Spartan Planning & Wealth Management | 56,198 | -48.42 | 4,657 | -48.34 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 10,920,793 | -4.37 | 904,897 | -4.22 | ||||
| 2025-08-14 | 13F | Broyhill Asset Management | 118,723 | -11.42 | 9,837 | -11.27 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 2,618 | -18.52 | 217 | -18.49 | ||||
| 2025-08-19 | 13F | Element Pointe Advisors, Llc | 495,769 | -6.88 | 41,079 | -6.74 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 7,467 | -4.36 | 619 | -4.19 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 374 | -14.81 | 31 | -16.67 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 34,161 | -0.60 | 2,831 | -0.46 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 11,738 | -2.27 | 973 | -2.11 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 13,584 | -40.87 | 1,126 | -40.32 | ||||
| 2025-08-05 | 13F | Meridian Management Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 9,124 | -14.59 | 756 | -14.38 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 862 | -43.51 | 71 | -43.65 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 5,518 | -29.52 | 457 | -29.37 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Hollow Brook Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | MTC Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 9,453 | -2.07 | 783 | -1.88 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 126,067 | -1.19 | 10,446 | -1.03 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 5,683 | -7.16 | 471 | -7.11 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Dohj, Llc | 21,010 | -51.53 | 1,737 | -51.59 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 213,753 | -15.45 | 21,249 | -14.29 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 89,911 | -4.78 | 7,450 | -4.62 | ||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 42,845 | -1.03 | 3,545 | -0.11 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Aua Capital Management, Llc | 52,424 | -1.23 | 4,344 | -1.09 | ||||
| 2025-05-08 | 13F | First National Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 252,036 | -10.41 | 21 | -13.04 | ||||
| 2025-07-30 | 13F | St. James Investment Company, LLC | 14,565 | -0.03 | 1,207 | 0.08 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 15,914 | -0.22 | 1,319 | -0.08 | ||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 2,796 | -62.11 | 232 | -62.13 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 25,950 | -7.20 | 2,150 | -7.05 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 29,719 | -7.55 | 2,463 | -7.09 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 28,737 | -2.58 | 2,381 | -2.42 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 2,663,580 | -12.15 | 220,704 | -12.01 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 4,298 | -6.69 | 356 | -6.56 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 898 | -5.07 | 74 | -5.13 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 104,613 | -69.99 | 8,668 | -69.95 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Destination Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 146,286 | -3.42 | 12,121 | -3.26 | ||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 40,113 | -10.82 | 3,324 | -10.70 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 11,881 | -18.47 | 984 | -18.34 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 12,612 | -36.11 | 1,045 | -35.25 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 4,829 | -3.90 | 400 | -3.61 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 20,851 | -25.74 | 1,728 | -25.62 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 5,691 | -1.33 | 472 | -1.26 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 16,578 | -0.08 | 1,374 | 0.07 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 38,650 | -0.87 | 3,203 | -0.71 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 35,198 | -4.74 | 2,917 | -4.58 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 3,637 | -4.59 | 301 | -4.44 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 7,470 | -54.64 | 619 | -54.22 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 6,927 | -0.97 | 574 | -0.87 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 6,175 | -6.25 | 512 | -6.07 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 3,278 | -6.26 | 272 | -6.23 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 10,588 | -0.14 | 877 | 0.00 | ||||
| 2025-08-28 | NP | SYMIX - AlphaCentric Symmetry Strategy Fund Class I | 7,953 | -34.67 | 659 | -34.66 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2,517 | -26.45 | 209 | -26.50 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 332 | -65.56 | 27 | -65.82 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 28,929 | -2.43 | 2,397 | -2.24 | ||||
| 2025-08-14 | 13F | Betterment LLC | 72,874 | -3.80 | 6 | 0.00 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 25,254 | -5.49 | 2,093 | -5.34 | ||||
| 2025-06-26 | NP | DYFI - IDX DYNAMIC FIXED INCOME ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 2,276 | -93.37 | 2,707 | -4.72 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 21,642 | -0.20 | 1,793 | -0.06 | ||||
| 2025-07-29 | 13F | Robinson Value Management, Ltd. | 17,727 | -2.48 | 1,469 | -2.33 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 7,708 | -23.91 | 639 | -23.87 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 136,865 | -0.51 | 11,341 | -0.35 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 5,517 | -1.08 | 457 | -0.87 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 54,821 | -6.89 | 4,539 | -6.74 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 13,303 | -5.60 | 1,102 | -5.41 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 179,830 | -13.29 | 15 | -17.65 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 468 | -98.50 | 39 | -98.51 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 22,599 | -6.37 | 1,873 | -6.21 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 7,029 | -27.69 | 581 | -27.86 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 36,704 | -5.77 | 3,041 | -5.62 | ||||
| 2025-04-23 | 13F | Shaker Investments Llc/oh | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 2,775 | -66.96 | 230 | -67.00 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 29,593 | -4.33 | 2,452 | -4.18 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 16,227 | -9.34 | 1,345 | -9.19 | ||||
| 2025-04-17 | 13F | Missouri Trust & Investment Co | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 13,685 | -7.40 | 1,132 | -6.52 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Idaho Trust Bank | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Oak Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 59,910 | -0.52 | 4,964 | -0.36 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 4,629 | -97.00 | 384 | -97.00 | ||||
| 2025-08-14 | 13F | First Wilshire Securities Management Inc | 3,377 | -4.50 | 280 | -4.45 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 62 | -7.46 | 5 | 0.00 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 736,571 | -39.93 | 61,032 | -39.84 | ||||
| 2025-07-31 | 13F | Cadinha & Co Llc | 4,206 | -12.03 | 349 | -11.90 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 1,622 | -0.37 | 134 | 0.00 | ||||
| 2025-05-05 | 13F | Miller Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 3,618 | -1.39 | 300 | -1.32 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 43,930 | -4.06 | 3,640 | -3.91 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 51,809 | -2.69 | 4,290 | -3.62 | ||||
| 2025-07-24 | 13F | Lester Murray Antman dba SimplyRich | 5,829 | -0.41 | 0 | |||||
| 2025-07-09 | 13F | Beacon Financial Group | 108,575 | -2.77 | 8,997 | -2.62 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 664,211 | -2.55 | 55 | -1.79 |
