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.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Ci Investments Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 10,343 | -5.41 | 445 | -1.33 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) | 324,948 | -0.10 | 14,018 | 1.36 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 68,625 | -58.45 | 2,960 | -57.85 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 302 | -85.54 | 13 | -85.23 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 19 | -86.90 | 1 | -100.00 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 156,133 | -26.65 | 6,736 | -25.59 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 250,458 | -7.18 | 10,805 | -5.83 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 82,042 | -5.36 | 3,539 | -3.96 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 12,866 | -4.46 | 555 | -2.97 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 8,139 | -1.12 | 351 | 0.57 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4,726 | -35.65 | 204 | -34.94 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 5,673 | -16.03 | 245 | -14.98 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 11,320 | -93.48 | 488 | -93.39 | ||||
| 2025-04-10 | 13F | TrueWealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Syntax Research, Inc. | 122 | -35.45 | 5 | -37.50 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 111,946 | -6.40 | 4,829 | -5.03 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 53,491 | -13.16 | 2,308 | -11.91 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 7,409 | -20.17 | 320 | -19.04 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 8,816 | -0.61 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 319,903 | -25.52 | 14 | -27.78 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 31,840 | -0.27 | 1,374 | 1.18 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 24,146 | -9.70 | 1,042 | -8.36 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 61,729 | -7.76 | 2,663 | -6.40 | ||||
| 2025-05-13 | 13F | NFP Retirement, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 45,080 | -13.10 | 1,945 | -11.88 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 13,717 | -25.35 | 592 | -24.33 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 4,517 | -3.65 | 195 | -2.51 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 118,314 | -32.87 | 5,104 | -31.88 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 36,809 | -78.26 | 1,587 | -77.96 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 144,287 | -92.77 | 6,225 | -92.66 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 219,280 | -4.80 | 9,460 | -3.41 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 5,753 | -91.76 | 0 | -100.00 | ||||
| 2025-05-08 | 13F | Jefferies Financial Group Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 6,729 | -87.77 | 290 | -87.60 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 31,253 | -64.19 | 1,348 | -63.68 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Financial Management Network Inc | 12,992 | -25.03 | 558 | -21.30 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 16,348 | -11.98 | 705 | -10.65 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 241,812 | -0.13 | 10,431 | 1.32 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 27,982 | -1.13 | 1,207 | 0.33 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 68,990 | -4.70 | 2,946 | -2.74 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 356,360 | -4.65 | 15,373 | -3.26 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 6,001 | -0.53 | 250 | -4.23 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 4,767 | -69.50 | 206 | -69.13 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 299,848 | -23.19 | 12,935 | -22.18 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 92,809 | -3.08 | 4,004 | -1.67 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5,093 | -30.76 | 220 | -29.81 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 65,678 | -17.75 | 2,833 | -16.55 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 91,681 | -22.10 | 3,955 | -20.96 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1,209 | -10.31 | 52 | -8.77 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 14,070 | -19.88 | 607 | -18.77 | ||||
| 2025-04-30 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 2,339,804 | -1.79 | 100,939 | -0.36 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 20,299 | -69.78 | 863 | -69.84 | ||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 46,892 | -3.28 | 2,023 | -1.89 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 241,057 | -1.68 | 10,399 | -0.24 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 11,607 | -14.80 | 501 | -13.64 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 115,571 | -3.38 | 4,986 | -1.97 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 637,079 | -3.10 | 27,484 | -1.69 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 56,233 | -92.63 | 2,426 | -92.52 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 45,642 | -2.15 | 1,967 | -0.86 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 10,794 | -2.92 | 466 | -1.48 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 29,559 | -12.70 | 1,275 | -11.40 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 7 | -99.74 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 7,062 | -0.56 | 305 | 1.00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,516 | -2.26 | 65 | 0.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,111 | -32.56 | 91 | -31.58 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 380,537 | -10.10 | 16,416 | -8.79 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 5,158 | -11.95 | 223 | -10.84 | ||||
| 2025-05-09 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 8,443 | -2.18 | 364 | -0.82 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 116 | -72.77 | 5 | -72.22 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 629,985 | -30.92 | 27,178 | -29.92 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 48,820 | -4.29 | 2,106 | -2.86 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 71,771 | -42.21 | 3,078 | -41.35 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 36,081 | -8.44 | 1,550 | -7.46 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 9,441 | -15.82 | 407 | -14.50 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 17,377 | -3.08 | 745 | -1.98 | ||||
| 2025-08-12 | 13F | Prudential Plc | 37,040 | -3.39 | 1,598 | -2.02 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 2,050 | -11.83 | 88 | -10.20 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 465,337 | -6.60 | 20,075 | -5.24 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 48,901 | -36.02 | 2,110 | -35.09 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 195,411 | -9.30 | 8 | -11.11 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 130,476 | -43.85 | 5,629 | -43.03 | ||||
| 2025-05-06 | 13F | AllSquare Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 99,323 | -5.54 | 4,285 | -4.16 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 48,931 | -7.32 | 2,111 | -5.97 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 1,040 | -25.71 | 44 | -25.42 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 76,947 | -5.87 | 3,319 | -4.43 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 39,793 | -6.42 | 1,717 | -5.09 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 35,702 | -14.46 | 1,540 | -13.19 | ||||
| 2025-05-09 | 13F | Generation Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 258,995 | -0.02 | 11,173 | 1.44 | ||||
| 2025-06-20 | NP | ABXB - TrimTabs Donoghue Forlines Tactical High Yield ETF | 835 | -83.10 | 35 | -83.57 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 5,230 | -2.57 | 226 | -1.32 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 12,646 | -3.69 | 546 | -2.33 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | GEN Financial Management, INC. | 0 | -100.00 | 0 | |||||
| 2025-04-09 | 13F | Harbor Investment Advisory, Llc | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | MNERX - MainStay Conservative ETF Allocation Fund Class R3 | 28,724 | -44.71 | 1,216 | -45.81 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,020,214 | -0.42 | 44,012 | 1.03 | ||||
| 2025-08-13 | 13F | Prossimo Advisors, LLC | 5,567 | -13.48 | 0 | |||||
| 2025-08-07 | 13F | Summit X, LLC | 6,150 | -0.98 | 265 | 0.38 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 34,717 | -3.21 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 7,345 | -8.50 | 317 | -7.33 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 56,596 | -18.26 | 2,412 | -18.04 | ||||
| 2025-04-09 | 13F | Capital Asset Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Monticello Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 6,961 | -30.90 | 300 | -29.91 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 141,807 | -0.02 | 6,118 | 1.43 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Prudential Financial Inc | 54,651 | -0.35 | 2,348 | -0.34 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 135,890 | -40.19 | 5,862 | -39.32 | ||||
| 2025-05-14 | 13F | BNP Paribas Asset Management Holding S.A. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | City Holding Co | 101,115 | -0.62 | 4,361 | 0.81 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2,506 | -2.30 | 108 | -0.92 | ||||
| 2025-06-24 | NP | MDAKX - MainStay Moderate ETF Allocation Fund Class C | 18,466 | -79.75 | 781 | -80.16 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 85,462 | -89.19 | 3,687 | -89.04 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 1 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 44,847 | -49.88 | 1,935 | -49.16 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3,139 | -29.14 | 135 | -28.19 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 24,072 | -23.83 | 1,038 | -22.71 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 6,405 | -12.01 | 276 | -10.68 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 55,008 | -17.48 | 2,373 | -16.27 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 252,550 | -15.79 | 10,837 | -13.18 | ||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 197,217 | -5.57 | 8,508 | -4.19 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 4,866 | -61.07 | 210 | -60.64 | ||||
| 2025-06-24 | NP | MOEAX - MainStay Growth ETF Allocation Fund Class A | 15,617 | -79.96 | 661 | -80.38 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 8,965 | -2.69 | 387 | -1.28 | ||||
| 2025-08-26 | NP | BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,105,807 | -7.50 | 47,705 | -6.15 | ||||
| 2025-05-09 | 13F | Probity Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 578,233 | -9.66 | 24,945 | -8.34 | ||||
| 2025-05-13 | 13F | Saiph Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 5,321 | -1.32 | 230 | 0.00 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 19,664 | -14.37 | 1 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3,086 | -49.92 | 133 | -49.24 | ||||
| 2025-08-12 | 13F | Cumberland Partners Ltd | 5,110 | -2.52 | 220 | -0.90 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 31 | -38.00 | 1 | -50.00 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 47,862 | -0.79 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 40,763 | -30.31 | 1,759 | -29.45 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 11,647 | -10.24 | 502 | -8.89 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 313,519 | -1.95 | 13,525 | -0.51 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 110,233 | -21.15 | 4,755 | -20.00 | ||||
| 2025-04-23 | 13F | Western Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 103,574 | -0.51 | 4,468 | 0.95 | ||||
| 2025-04-11 | 13F | Verum Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Allstate Corp | 66,627 | -31.84 | 2,874 | -30.85 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 33,226 | -13.18 | 1,433 | -11.92 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | BRMSX - Bramshill Income Performance Fund Institutional Class | 24,080 | -84.28 | 1,039 | -84.06 | ||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 122,031 | -2.85 | 5,264 | -1.44 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 365 | -47.48 | 16 | -48.28 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 7,708 | -9.82 | 333 | -8.54 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 217,415 | -45.77 | 9,379 | -44.98 | ||||
| 2025-03-24 | 13F | Fulcrum Equity Management | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Sierra Capital LLC | 8,679 | -59.88 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 65,497 | -19.06 | 2,826 | -17.88 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 6,521 | -81.47 | 281 | -81.22 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 42,123 | -2.47 | 1,817 | -1.03 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 15,289 | -2.80 | 660 | -1.35 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20,664 | -54.50 | 891 | -53.86 | ||||
| 2025-05-07 | 13F | Ridgewood Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 10,034 | -99.79 | 433 | -99.79 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 2,518 | -0.51 | 109 | 0.93 | ||||
| 2025-04-08 | 13F | Private Client Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | FFSAX - Touchstone Flexible Income Fund Class A | 21,942 | -84.49 | 947 | -84.27 | ||||
| 2025-05-08 | 13F | Great Valley Advisor Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 5,187 | -4.16 | 224 | -3.04 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 28,343 | -6.05 | 1,223 | -4.68 | ||||
| 2025-08-12 | 13F | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Little Harbor Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 18,870 | -37.82 | 814 | -36.90 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 13,462 | -8.43 | 581 | -7.20 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 32,870 | -3.53 | 1,409 | -2.76 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1,645 | -53.13 | 71 | -53.02 | ||||
| 2025-04-17 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 5,058 | -40.28 | 218 | -39.44 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 4,915 | -10.26 | 212 | -8.62 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 4,682 | -25.04 | 202 | -24.44 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 114,692 | -0.42 | 4,948 | 1.02 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 91,421 | -2.68 | 3,944 | -1.28 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1,801,171 | -5.45 | 77,650 | -3.74 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 13,390 | -13.60 | 578 | -12.31 | ||||
| 2025-08-15 | 13F | Partners Value Investments LP | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 200 | -15.25 | 9 | -20.00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Laffer Investments | 37,330 | -3.22 | 1,610 | -1.83 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Maridea Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 26,621 | -46.44 | 1,148 | -45.67 | ||||
| 2025-05-12 | 13F | Delphi Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Lane & Associates LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 185,457 | -1.35 | 8,001 | 0.09 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 18,085 | -23.91 | 780 | -22.77 | ||||
| 2025-08-14 | 13F | Bakala Capital Management LLC | 28,862 | -3.72 | 1,245 | -2.28 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 10,439 | -11.07 | 447 | -10.42 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 5,786 | -6.09 | 250 | -4.60 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 5,865 | -7.57 | 253 | -5.95 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | NorthCrest Asset Manangement, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-04-08 | 13F | Advisory Alpha, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 19,298 | -3.27 | 833 | -1.89 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SYMIX - AlphaCentric Symmetry Strategy Fund Class I | 5,817 | -1.87 | 251 | -0.79 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Mader & Shannon Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 31,845 | -2.57 | 1,373 | -1.15 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 77,394 | -24.29 | 3,339 | -23.19 | ||||
| 2025-05-06 | 13F | Roundview Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Mount Lucas Management LP | 42,231 | -0.08 | 1,822 | 1.34 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 6,380 | -0.34 | 275 | 1.48 | ||||
| 2025-08-14 | 13F | UBS Group AG | 744,118 | -5.51 | 32,101 | -4.13 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 42,937 | -4.08 | 1,852 | -2.68 | ||||
| 2025-08-08 | 13F | Creative Planning | 534,206 | -4.17 | 23,046 | -2.77 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 11,062 | -0.76 | 477 | 0.85 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 60,100 | -76.35 | 2,593 | -76.01 | ||||
| 2025-04-23 | 13F | Valmark Advisers, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 5,158 | -32.35 | 223 | -31.48 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3,167,324 | -17.41 | 137 | -16.56 | ||||
| 2025-05-22 | 13F | Wbi Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 180 | -40.00 | 8 | -41.67 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5,700 | -18.17 | 246 | -17.23 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 10,216 | -2.95 | 441 | -1.57 |
