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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 7,188 | -63.11 | 183 | -62.65 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 151,401 | -1.12 | 3,858 | 0.13 | ||||
| 2025-08-14 | 13F | Little Harbor Advisors, LLC | 232,470 | -18.62 | 6 | -28.57 | ||||
| 2025-04-21 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 465,755 | -18.61 | 12 | -21.43 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 220 | -81.02 | 6 | -82.76 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 600,900 | -28.60 | 15,311 | -27.69 | ||||
| 2025-05-14 | 13F | Quartz Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Sterling Manor Financial, LLC | 279,839 | -0.03 | 7,130 | 1.25 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,582 | -94.36 | 40 | -94.33 | ||||
| 2025-07-29 | NP | WAVLX - Wavelength Interest Rate Neutral Fund | 280,963 | -9.35 | 7,089 | -10.81 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 590 | -26.89 | 15 | -25.00 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Virtus Investment Advisers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 403,848 | -1.70 | 10,290 | -0.45 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 607 | -71.98 | 15 | -72.22 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 450,699 | -5.13 | 11,484 | -3.92 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 63,256 | -66.75 | 1,612 | -66.34 | ||||
| 2025-08-12 | 13F | CFC Planning Co LLC | 38,840 | -16.37 | 990 | -15.33 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 277,853 | -46.10 | 7,080 | -45.42 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 17,786 | -23.55 | 453 | -22.56 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 12,742 | -9.37 | 325 | -8.22 | ||||
| 2025-05-30 | NP | NB Crossroads Private Markets Access Fund LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 25,271 | -0.60 | 644 | 0.63 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 994 | -33.69 | 25 | -32.43 | ||||
| 2025-04-07 | 13F | AdvisorNet Financial, Inc | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Gries Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Covestor Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | New Millennium Group LLC | 171 | -11.40 | 4 | 0.00 | ||||
| 2025-05-08 | 13F | Nicolet Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 57,111 | -2.67 | 1,455 | -1.42 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 162,500 | -33.94 | 4,140 | -33.11 | ||||
| 2025-04-21 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 30,124 | -1.40 | 768 | -0.13 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 61,740 | -1.94 | 1,573 | -0.69 | ||||
| 2025-08-11 | 13F | BluePath Capital Management, LLC | 22,544 | -26.92 | 574 | -26.03 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 807 | -0.86 | 21 | 0.00 | ||||
| 2025-04-22 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 150,619 | -1.26 | 3,838 | -0.03 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 103,482 | -0.08 | 2,637 | 1.19 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 18,065 | -85.47 | 460 | -85.29 | ||||
| 2025-04-15 | 13F | SG Americas Securities, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | IOBAX - ICON FLEXIBLE BOND FUND Investor Class | 10,000 | -75.00 | 252 | -74.85 | ||||
| 2025-07-28 | 13F | Essex LLC | 1,050,861 | -3.52 | 26,776 | -2.29 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 40,151 | -16.18 | 1,023 | -14.61 | ||||
| 2025-05-12 | 13F | SOUTH STATE Corp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 22,975 | -0.55 | 585 | 0.69 | ||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 13,201 | -5.81 | 336 | -4.55 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 208,733 | -9.71 | 5,319 | -8.56 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 534,991 | -28.45 | 13,632 | -27.54 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 125,973 | -52.67 | 3,210 | -52.08 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 47,175 | -68.10 | 1,202 | -67.70 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,356 | -17.81 | 136 | -16.56 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 338,175 | -0.69 | 8,617 | 0.57 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Rockland Trust Co | 30,132 | -0.20 | 768 | 1.05 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 14,023 | -58.17 | 357 | -57.65 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 13,999 | -52.79 | 357 | -52.28 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,094,695 | -1.42 | 53,373 | -0.17 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 10,626 | -9.99 | 271 | -9.09 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 56,889 | -13.74 | 1,450 | -12.66 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 419,449 | -58.24 | 10,688 | -57.71 | ||||
| 2025-08-22 | NP | RMIF - LHA Risk-Managed Income ETF | 232,470 | -18.62 | 5,923 | -17.59 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 27 | -3.57 | 1 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 27,012 | -9.15 | 688 | -8.02 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 71,378 | -0.67 | 1,819 | 0.55 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 989,520 | -76.40 | 25,213 | -76.10 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 8,278 | -1.78 | 211 | -0.94 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 15,779,630 | -15.52 | 401,509 | -15.32 | ||||
| 2025-07-23 | 13F | Axos Invest Inc. | 122,875 | -2.70 | 3,131 | -1.48 | ||||
| 2025-07-29 | 13F | Commons Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 718,173 | -0.13 | 18,299 | 1.14 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 19,535 | -15.34 | 498 | -14.31 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 58,169 | -57.95 | 1,464 | -58.10 | ||||
| 2025-08-26 | NP | PSFRX - Virtus Newfleet Senior Floating Rate Fund Class A | 35,960 | -21.75 | 916 | -20.76 | ||||
| 2025-06-20 | NP | ABXB - TrimTabs Donoghue Forlines Tactical High Yield ETF | 1,066 | -83.10 | 27 | -83.85 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 46,323 | -35.06 | 1,178 | -34.32 | ||||
| 2025-03-28 | NP | DYFI - IDX DYNAMIC FIXED INCOME ETF | 211,551 | -51.59 | 5,407 | -51.43 | ||||
| 2025-07-24 | 13F | Eastern Bank | 2 | -96.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3,633 | -17.75 | 93 | -17.12 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 60,475 | -3.34 | 1,541 | -2.16 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 9,478 | -29.21 | 242 | -28.27 | ||||
| 2025-07-15 | 13F | Surience Private Wealth Llc | 115,325 | -13.73 | 2,938 | -12.64 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 294,224 | -16.55 | 7,497 | -15.42 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 400 | -30.80 | 10 | -28.57 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 8,382 | -13.40 | 214 | -12.35 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 33,859 | -1.24 | 863 | 0.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 34,359 | -15.22 | 875 | -14.13 | ||||
| 2025-08-28 | NP | PLFLX - Aristotle Floating Rate Income Fund Class A | 1,169,350 | -14.07 | 29,795 | -12.98 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 147,072 | -72.62 | 3,747 | -72.27 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 174,966 | -52.18 | 4,432 | -50.83 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 44,843 | -86.46 | 1,143 | -86.29 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Eldridge Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 232,833 | -1.79 | 5,933 | -0.55 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 9,415 | -12.35 | 240 | -11.48 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 675,948 | -22.02 | 17,223 | -21.03 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 239,830 | -4.37 | 6 | 0.00 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 258,251 | -45.63 | 6,580 | -44.94 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 71,368 | -16.72 | 1,818 | -15.68 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 122,935 | -9.71 | 3,132 | -8.55 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 13,758 | -20.56 | 351 | -19.54 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 11,955 | -1.82 | 305 | -0.65 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | FreeGulliver LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3,039 | -7.29 | 77 | -6.10 | ||||
| 2025-05-20 | 13F | Ilmarinen Mutual Pension Insurance Co | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Bond Fund Investor Class Shares | 4,025,200 | -24.22 | 102,562 | -23.25 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 4,195 | -12.60 | 107 | -11.67 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 2,947 | -1.57 | 75 | 0.00 | ||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 180,854 | -0.66 | 4,608 | 0.61 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 581,346 | -5.40 | 14,813 | -4.20 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 28,141 | -98.99 | 717 | -98.97 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 999 | -97.77 | 25 | -97.78 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 135,938 | -12.53 | 3,464 | -11.75 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 18,494 | -3.47 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,082,644 | -27.47 | 27,586 | -26.54 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 312,199 | -3.35 | 7,955 | -2.13 | ||||
| 2025-05-14 | 13F | GM Advisory Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 13,084 | -16.04 | 333 | -15.05 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 27,799 | -5.59 | 708 | -4.32 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Avos Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 42,290 | -7.20 | 1,078 | -6.02 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 37,778 | -7.33 | 963 | -6.15 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 224,693 | -1.36 | 5,725 | -0.10 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 41,782 | -8.58 | 1,065 | -7.40 | ||||
| 2025-05-15 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 47,153 | -11.05 | 1,201 | -9.90 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 223,158 | -0.35 | 5,686 | 0.92 | ||||
| 2025-08-14 | 13F | Comerica Bank | 45,738 | -10.24 | 1,165 | -9.13 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,771 | -1.06 | 45 | 0.00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9,822 | -1.27 | 250 | 0.00 | ||||
| 2025-04-15 | 13F | Integrated Advisors Network LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 134,879 | -21.39 | 3,437 | -20.39 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 72,770 | -20.62 | 1,854 | -19.60 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 151,798 | -1.21 | 3,868 | 0.05 | ||||
| 2025-05-15 | 13F | Keel Point, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 687 | -83.83 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 79,495 | -3.16 | 2,026 | -1.94 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 9,319 | -4.00 | 237 | -2.87 | ||||
| 2025-07-30 | 13F | Covenant Partners, LLC | 7,239 | -2.52 | 184 | -1.08 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 45,910 | -14.67 | 1,170 | -13.92 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 213,506 | -0.89 | 5,440 | 0.37 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 137,555 | -10.58 | 3,505 | -9.46 | ||||
| 2025-05-13 | 13F | Global Endowment Management, LP | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 1,379 | -87.77 | 35 | -87.63 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 8,800 | -85.19 | 224 | -85.01 | |||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 50,970 | -83.46 | 1,299 | -83.26 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 5,439 | -2.47 | 139 | -1.43 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 330,441 | -0.15 | 8,420 | 1.12 | ||||
| 2025-07-31 | 13F | State of New Jersey Common Pension Fund D | 3,689,415 | -9.78 | 94,006 | -8.63 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 49,584 | -19.70 | 1 | 0.00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 125,313 | -29.66 | 3 | -25.00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 34,911 | -18.63 | 890 | -17.61 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 1,633,614 | -2.06 | 41,624 | -0.82 | ||||
| 2025-08-08 | 13F | Creative Planning | 191,152 | -2.65 | 4,871 | -1.42 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 636 | -23.19 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Stephens Inc /ar/ | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 23,193 | -2.08 | 591 | -0.84 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 1,947 | -58.36 | 50 | -58.12 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 272,774 | -39.48 | 6,950 | -38.71 | ||||
| 2025-07-17 | 13F | City Holding Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Dimension Capital Management Llc | 22,870 | -34.63 | 583 | -33.86 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 159,082 | -24.08 | 4 | -20.00 | ||||
| 2025-04-25 | 13F | Albion Financial Group /ut | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 113,950 | -0.84 | 2,869 | -0.76 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 12,400 | -40.95 | 316 | -40.34 | |||
| 2025-08-15 | 13F | Captrust Financial Advisors | 10,572 | -0.37 | 269 | 1.13 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 2,866,902 | -1.79 | 73,049 | -0.54 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 21,000 | -79.57 | 535 | -79.31 | |||
| 2025-04-18 | 13F | Optivise Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 77,233 | -0.19 | 1,968 | 1.08 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 8,620 | -23.60 | 220 | -22.61 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,429 | -66.15 | 36 | -66.04 | ||||
| 2025-08-14 | 13F | Pacific Asset Management LLC | 1,381,734 | -9.80 | 35,207 | -8.66 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 6,641,043 | -18.60 | 169,214 | -17.56 |
