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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 27,077 | -47.58 | 1,472 | -44.31 | ||||
| 2025-05-15 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | RHTX - RH Tactical Outlook ETF | 39,171 | -17.08 | 2,064 | -19.60 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 7,403 | -35.60 | 403 | -31.63 | ||||
| 2025-04-10 | 13F | Richard P Slaughter Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 4,344 | -94.92 | 236 | -94.61 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 23,473 | -1.33 | 1,276 | 4.85 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 62,306 | -9.29 | 3,388 | -3.61 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 13,329 | -0.28 | 725 | 5.85 | ||||
| 2025-07-30 | 13F | Cavalier Investments, LLC | 36,840 | -11.23 | 2,003 | -5.70 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 576,157 | -69.66 | 31,331 | -67.76 | ||||
| 2025-05-06 | 13F | VCI Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 827,232 | -0.72 | 44,985 | 5.48 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 3,866 | -1.07 | 210 | 5.00 | ||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 4,400 | -2.55 | 239 | 3.46 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 18,050 | -12.86 | 982 | -9.25 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 11,992 | -1.99 | 652 | 4.15 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 3,735 | -9.83 | 203 | -3.79 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 16,022 | -0.15 | 871 | 6.09 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 18,520 | -2.25 | 1,007 | 3.92 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 3,896 | -52.46 | 212 | -49.64 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 4,026 | -3.24 | 219 | 2.83 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 26,370 | -7.16 | 1,434 | -1.31 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 9,297 | -1.13 | 506 | 4.99 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 125,205 | -2.28 | 6,809 | 3.83 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15,753 | -47.58 | 857 | -44.34 | ||||
| 2025-05-12 | 13F | Operose Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Salomon & Ludwin, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 152 | -2.56 | 8 | 14.29 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | First International Bank & Trust | 54,693 | -31.64 | 2,974 | -27.36 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 232,206 | -20.26 | 12,627 | -15.27 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 106,495 | -0.65 | 5,791 | 5.56 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 31,129 | -7.07 | 1,694 | 7.42 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 8,756 | -50.53 | 476 | -47.40 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 1,423,120 | -3.02 | 77,389 | 3.05 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 903,143 | -37.09 | 49,113 | -33.15 | ||||
| 2025-08-14 | 13F | Comerica Bank | 11,253 | -4.85 | 612 | 0.99 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 264,422 | -16.48 | 14,379 | -11.25 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 3,916 | -0.53 | 213 | 5.47 | ||||
| 2025-08-13 | 13F | Sun Life Financial Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Maple Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Hemington Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 3,186 | -1.82 | 173 | 4.22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19,944 | -7.42 | 1,085 | -1.63 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 44,891 | -1.79 | 2,441 | 4.36 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 6,735 | -2.62 | 366 | 3.68 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 290,960 | -3.82 | 15,822 | 2.20 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,871,221 | -0.52 | 101,757 | 5.71 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 184,614 | -1.18 | 9,449 | -7.53 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 5,638 | -49.26 | 307 | -46.13 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 20,631 | -8.29 | 1,122 | -2.61 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 32,335 | -9.92 | 1,758 | -4.30 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 148,130 | -19.76 | 8,055 | -14.74 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 4,176 | -24.59 | 227 | -24.83 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7,012 | -17.24 | 381 | -12.01 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,737 | -2.80 | 94 | 3.30 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 203,681 | -0.36 | 11,076 | 5.88 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 68,804 | -6.44 | 3,742 | -0.58 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 1 | -50.00 | 0 | -100.00 | ||||
| 2025-04-22 | 13F | Mayport, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1,935 | -16.74 | 105 | -11.02 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 5,065 | -32.35 | 275 | -28.20 | ||||
| 2025-08-01 | 13F | First National Trust Co | 364,101 | -1.20 | 19,800 | 4.98 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 6,839 | -46.92 | 372 | -43.70 | ||||
| 2025-04-23 | 13F | Econ Financial Services Corp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 32,591 | -1.37 | 1,790 | 5.85 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 224,694 | -41.98 | 12,219 | -38.35 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 9,264 | -10.38 | 504 | -4.91 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 62,710 | -2.40 | 3 | 0.00 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Tlwm | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | New Millennium Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 178,537 | -4.01 | 9,709 | 1.99 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 7,444 | -1.06 | 405 | 4.94 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 7,380 | -4.90 | 401 | 1.01 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 10,610 | -20.46 | 577 | -15.54 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 62,605 | -0.05 | 3,404 | 6.21 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,913 | -30.34 | 104 | -25.71 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 68,872 | -4.72 | 3,745 | 1.24 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 22,338 | -5.77 | 1,215 | 0.08 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 53,062 | -10.11 | 2,886 | -4.50 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 89,928 | -13.80 | 4,890 | -8.41 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 8,835 | -38.01 | 480 | -34.16 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 638,392 | -0.06 | 34,715 | 6.18 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 61,970 | -0.10 | 3,370 | 6.14 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 40,046 | -80.67 | 2,178 | -79.47 | ||||
| 2025-08-14 | 13F | Aldebaran Financial Inc. | 13,755 | -0.36 | 748 | 5.81 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3,965 | -10.52 | 216 | -4.87 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 11,189 | -1.14 | 608 | 5.01 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 7,133 | -3.63 | 388 | 2.38 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 58 | -97.01 | 3 | -96.97 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 29,630 | -40.15 | 1,611 | -36.40 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 15,339 | -4.38 | 847 | 3.29 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Matauro, Llc | 5,429 | -3.02 | 295 | 3.15 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 240 | -12.09 | 13 | 0.00 | ||||
| 2025-05-08 | 13F | Headland Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Napa Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 27,077 | -1.03 | 1,472 | 5.14 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 8,841 | -17.65 | 481 | -12.57 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 2,010 | -95.29 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 8,911 | -1.39 | 485 | 4.76 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | KWB Wealth | 115,002 | -20.18 | 5,886 | -25.31 | ||||
| 2025-05-09 | 13F | Deutsche Bank Ag\ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2,256 | -45.76 | 123 | -42.45 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 15,010 | -33.89 | 816 | -29.78 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 24,509 | -11.36 | 1,333 | -5.87 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 55 | -78.85 | 3 | -84.62 | ||||
| 2025-05-15 | 13F | Federation des caisses Desjardins du Quebec | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 206,025 | -0.87 | 11,204 | 5.32 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 14,276 | -0.59 | 776 | -1.15 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 14,523 | -0.46 | 765 | 9.13 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 46,569 | -66.65 | 2,532 | -64.57 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 3,702,113 | -30.63 | 201,321 | -26.30 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 178,508 | -5.69 | 9,707 | 0.21 | ||||
| 2025-05-07 | 13F | Norden Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 896,715 | -23.35 | 48,763 | -18.56 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Range Financial Group LLC | 49,308 | -4.13 | 2,681 | 1.86 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | True North Advisors, LLC | 3,992 | -0.18 | 217 | 6.37 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 15,589 | -0.11 | 848 | 6.14 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 27,809 | -0.09 | 1,512 | 6.18 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 84,694 | -3.34 | 4,606 | 2.70 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 22,947 | -4.24 | 1,248 | 1.71 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 16,943 | -49.80 | 921 | -46.67 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 868 | -4.41 | 47 | 2.17 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 26,821 | -1.49 | 1,470 | 5.53 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 4,598 | -1.60 | 250 | 4.60 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 16,256 | -10.35 | 884 | -4.74 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 10,481 | -6.82 | 570 | -1.04 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 681,911 | -1.45 | 37,082 | 4.72 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 323 | -6.38 | 18 | 0.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 474,386 | -0.24 | 25,797 | -0.80 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 61,986 | -0.36 | 3,371 | 5.87 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 7,326 | -87.28 | 398 | -86.49 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 16,468 | -5.02 | 901 | 1.47 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 6,010 | -2.29 | 327 | 3.82 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 13,984 | -3.40 | 761 | 2.70 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 637,637 | -2.42 | 34,675 | 3.68 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 717 | -47.43 | 39 | -44.93 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 51,634 | -23.97 | 2,808 | -19.22 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 35,142 | -59.63 | 1,911 | -57.09 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 12,720 | -3.94 | 692 | 2.07 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 13,229 | -1.56 | 719 | 4.66 | ||||
| 2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 6,688 | -86.81 | 364 | -86.01 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 12,988 | -4.72 | 706 | 1.29 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 15,361 | -0.60 | 835 | 5.70 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 720,474 | -4.14 | 39,179 | 1.86 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 37,460 | -2.68 | 2,037 | 3.45 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 6,837 | -5.74 | 372 | 0.00 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 107,729 | -2.21 | 5,858 | 3.92 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 9,663 | -8.16 | 525 | -2.42 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 122,270 | -9.38 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 3,828 | -9.84 | 208 | -4.15 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 19,582 | -1.29 | 1,078 | 6.11 | ||||
| 2025-07-28 | 13F | Prairie Sky Financial Group LLC | 24,097 | -3.48 | 1,310 | 2.58 | ||||
| 2025-05-16 | 13F | Signature Estate & Investment Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 121,008 | -40.42 | 6,580 | -36.69 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 2,779 | -5.09 | 151 | 1.34 | ||||
| 2025-04-28 | 13F | Detalus Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 6 | -99.57 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 124,052 | -3.05 | 6,746 | 3.01 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 5,199 | -34.15 | 283 | -30.20 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 19 | -92.02 | 1 | -91.67 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,045 | -20.06 | 166 | -14.95 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Great Lakes Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Advisor OS, LLC | 99,977 | -15.62 | 5,437 | -10.36 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 8,032 | -8.09 | 437 | -2.46 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 5,615 | -9.44 | 305 | -3.79 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 16,259 | -17.17 | 884 | -11.95 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 9,141 | -0.19 | 497 | 6.20 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 41,395 | -3.08 | 2,251 | 2.97 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 134,270 | -15.30 | 7,302 | -10.01 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 14,445 | -4.60 | 803 | 12.64 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 22,707 | -91.53 | 1,235 | -91.01 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 82 | -11.83 | 4 | 0.00 | ||||
| 2025-04-30 | 13F | Rehmann Capital Advisory Group | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 12,475 | -0.01 | 678 | 6.27 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 19,482 | -6.40 | 1,059 | -0.56 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 40,159 | -71.63 | 2,184 | -69.86 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 8,070 | -0.23 | 444 | 19.68 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 15,088 | -1.44 | 1 | |||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 19,454 | -0.21 | 1,058 | 6.02 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 7,973 | -0.01 | 434 | 6.13 | ||||
| 2025-05-08 | 13F | Moors & Cabot, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 94,616 | -2.93 | 5,146 | 3.13 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Woodmont Investment Counsel Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 5,567 | -0.41 | 303 | 5.59 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 3 | -90.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 309,465 | -7.49 | 16,829 | -1.71 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 51,601 | -4.08 | 2,806 | 1.93 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 5,549 | -97.72 | 302 | -97.56 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 3,681 | -1.29 | 200 | -1.48 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 5,597 | -13.08 | 304 | -7.60 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 12,667,377 | -3.28 | 688,852 | 2.77 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 435 | -93.18 | 24 | -92.94 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 26,323 | -18.85 | 1,431 | -13.80 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 37,811 | -1.62 | 2 | 100.00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5,771 | -20.71 | 314 | -15.86 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 20,092 | -0.13 | 1,093 | 6.12 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8,977 | -24.95 | 488 | -20.26 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 10,630 | -0.47 | 578 | 5.86 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 5,035 | -24.47 | 283 | -17.01 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 9,406 | -5.28 | 511 | 0.59 | ||||
| 2025-08-07 | 13F | PFG Advisors | 12,363 | -2.11 | 672 | 4.02 | ||||
| 2025-08-01 | 13F | Motco | 9,028 | -41.33 | 499 | -36.72 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 77 | -53.33 | 4 | -66.67 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4,780 | -38.11 | 260 | -34.43 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 52,134 | -9.57 | 2,835 | -3.90 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 16,100 | -36.05 | 876 | -32.07 | ||||
| 2025-04-23 | 13F | Strategic Investment Advisors / MI | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 467,824 | -25.03 | 25,440 | -20.35 | ||||
| 2025-04-11 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 673,664 | -19.72 | 37,685 | -12.25 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 109,075 | -7.73 | 5,932 | -1.97 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 6,950 | -27.98 | 378 | -23.53 | ||||
| 2025-05-09 | 13F | Beta Wealth Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 8,395 | -1.59 | 457 | 4.59 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 12,645 | -1.19 | 688 | 5.05 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Compass Ion Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 15,731 | -0.64 | 855 | 5.56 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 47,937 | -3.80 | 2,607 | 2.20 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 17,904 | -0.39 | 974 | 5.88 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 6,556 | -7.78 | 357 | -1.93 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 4,019 | -4.33 | 219 | 1.87 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 19,682 | -4.00 | 1,070 | 2.00 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 55,526 | -13.37 | 3,020 | -7.96 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4,032 | -10.02 | 219 | -4.37 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3,882 | -1.47 | 211 | -1.86 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 5,324 | -1.79 | 290 | 4.33 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 35,393 | -2.20 | 1,925 | 3.89 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 13,339 | -3.49 | 725 | 2.55 | ||||
| 2025-04-22 | 13F | Hill Island Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 207,691 | -1.17 | 11,294 | 5.01 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 125,949 | -6.09 | 6,849 | -0.20 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5,546 | -9.48 | 302 | -3.83 | ||||
| 2025-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 119,679 | -0.22 | 6,508 | 6.03 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 52,507 | -28.79 | 2,855 | -24.33 | ||||
| 2025-05-15 | 13F | TCG Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 260,228 | -15.16 | 14,151 | -9.86 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 47,425 | -8.84 | 2,579 | -3.16 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 9,087 | -0.60 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 7,618 | -3.81 | 414 | 2.22 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 53,796 | -1.65 | 2,925 | 4.50 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 19,410 | -5.21 | 1,056 | 0.76 | ||||
| 2025-08-14 | 13F | Mbb Public Markets I Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 8,702 | -40.77 | 473 | -37.02 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 133,621 | -5.21 | 7,266 | 0.72 | ||||
| 2025-08-06 | 13F | Altrius Capital Management Inc | 4,063 | -1.14 | 221 | 4.76 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 5,150 | -92.61 | 280 | -92.15 | ||||
| 2025-05-15 | 13F | Beaird Harris Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3,474 | -15.68 | 189 | -10.48 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 15,136 | -1.27 | 823 | 4.97 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 4 | -63.64 | 0 | |||||
| 2025-08-14 | 13F | Pecaut & Co. | 152,256 | -0.97 | 8,280 | 5.22 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 10,259 | -2.57 | 558 | 3.53 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 8,726 | -3.23 | 475 | 2.82 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11,200 | -20.57 | 609 | -15.53 | |||
| 2025-08-15 | 13F | Captrust Financial Advisors | 32,896 | -21.82 | 1,789 | -16.99 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 9,129 | -26.85 | 496 | -22.26 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 25,140 | -28.36 | 1,367 | -23.84 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 28,431 | -16.79 | 1,546 | -11.56 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 19,506 | -0.71 | 1,061 | 5.47 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 29,407 | -0.35 | 1,599 | 5.89 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 5,063 | -0.96 | 275 | 5.36 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 16,454 | -12.25 | 895 | -6.78 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 9,759 | -13.33 | 531 | -7.99 | ||||
| 2025-07-23 | 13F | Louisiana State Employees Retirement System | 169,200 | -13.72 | 9,201 | -8.32 | ||||
| 2025-04-25 | 13F | Financial Insights, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 225 | -56.23 | 12 | -53.85 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 102,248 | -13.68 | 5,560 | -8.28 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 160,056 | -0.25 | 8,704 | 5.99 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4,694,872 | -28.67 | 255 | -24.11 |
