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 | Obermeyer Wood Investment Counsel, Lllp | 104,242 | -83.77 | 4,441 | -83.04 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 12,454 | -28.74 | 531 | -25.56 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 12,476 | -0.80 | 531 | 3.71 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 13,026 | -22.40 | 555 | -19.01 | ||||
| 2025-04-29 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 114,784 | -7.55 | 4,890 | -3.38 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,912,132 | -1.36 | 209,257 | 3.09 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 126 | -73.97 | 5 | -73.68 | ||||
| 2025-04-14 | 13F | Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-01 | 13F | Sentinel Trust Co Lba | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 340,424 | -11.37 | 14,502 | -7.37 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 16,733 | -36.16 | 713 | -33.33 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Keel Point, LLC | 6,196 | -3.17 | 264 | 1.15 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 42,122 | -1.46 | 1,794 | 2.99 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 26,905 | -1.54 | 1,146 | 14.03 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 15,185 | -3.76 | 647 | 0.47 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 345,381 | -0.94 | 14,713 | 15.84 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 63,097 | -3.86 | 2,688 | 0.45 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 74,290 | -0.77 | 3,165 | 3.70 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 846,296 | -8.63 | 36,052 | -4.50 | ||||
| 2025-04-18 | 13F | Lion Street Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 16,819 | -94.13 | 1 | -100.00 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 5,255 | -87.59 | 224 | -87.08 | ||||
| 2025-05-15 | 13F | Minot DeBlois Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 25,971 | -0.51 | 1,106 | 4.05 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 39,504 | -2.59 | 1,683 | 1.75 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 15,642 | -1.98 | 666 | 2.46 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 11,708 | -36.00 | 499 | -33.15 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 53,776 | -4.64 | 2,291 | -0.35 | ||||
| 2025-07-28 | 13F | Interchange Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 26,627 | -47.26 | 1,134 | 56,600.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 34,202 | -8.56 | 1,457 | -4.40 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 134,538 | -4.36 | 5,731 | -0.03 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 34,407 | -9.01 | 1,466 | -4.93 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 59,530 | -3.76 | 2,536 | 0.56 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,115,831 | -27.72 | 132,734 | -24.45 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 40,549 | -15.87 | 1,728 | -12.07 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 6,110 | -38.13 | 260 | -35.32 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 50,696 | -6.09 | 2,160 | 7.57 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 8,515 | -46.09 | 363 | -43.70 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 388,278 | -76.21 | 16,541 | -75.14 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 27,465 | -8.35 | 1,170 | -4.18 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 26,878 | -22.12 | 1,145 | -18.56 | ||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 325,882 | -4.19 | 13,883 | 0.13 | ||||
| 2025-04-23 | 13F | Cornerstone Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 7,270 | -8.48 | 310 | -4.33 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 638,483 | -60.98 | 27 | -59.09 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 41,850 | -3.06 | 1,783 | 1.31 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 28,276 | -0.01 | 1,205 | 4.51 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 104,043 | -9.56 | 4,432 | -5.48 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 538,532 | -34.28 | 22,941 | -31.31 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 11,890 | -26.95 | 506 | -23.68 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 63,812 | -44.58 | 2,718 | -42.27 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 9,783 | -5.09 | 417 | -0.95 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 30,503 | -6.38 | 1,299 | -2.18 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 73,047 | -15.74 | 3,115 | -11.96 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 369,070 | -6.70 | 15,722 | -2.49 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 15,358 | -14.15 | 654 | -10.29 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Counterweight Ventures, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 57,920 | -0.47 | 2,467 | 4.05 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 10,924 | -7.27 | 465 | -3.12 | ||||
| 2025-05-08 | 13F | Headland Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 9,381 | -49.12 | 400 | -46.87 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,034,429 | -0.67 | 44,067 | 3.81 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 283,107 | -6.88 | 12,060 | -2.68 | ||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-04-28 | 13F | Vontobel Holding Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 15,742 | -13.82 | 671 | -9.95 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,190 | -12.76 | 51 | -9.09 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 94,265 | -17.10 | 4,016 | -13.36 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,241,772 | -13.27 | 52,900 | -9.35 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 671,356 | -63.64 | 28,600 | -62.00 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 24,447 | -0.46 | 1,033 | 4.77 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 163,036 | -34.76 | 6,945 | -31.82 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 48,873 | -2.46 | 2,082 | 1.91 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 18,382 | -77.24 | 1 | -100.00 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 11,143 | -26.86 | 482 | -22.63 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 37,102 | -14.82 | 1,581 | -10.99 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 14,398 | -2.09 | 613 | 2.34 | ||||
| 2025-04-18 | 13F | Five Oceans Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | ETFWX - North Square Tactical Defensive Fund Class I | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 73,163 | -4.53 | 3,122 | -0.03 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Range Financial Group LLC | 28,448 | -4.72 | 1,212 | -0.41 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 12,900 | -56.47 | 550 | -54.55 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 30,106 | -2.95 | 1,283 | 1.42 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 46,125 | -34.46 | 1,965 | -31.52 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 121,394 | -2.44 | 5,171 | 1.97 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 3,725 | -34.05 | 159 | -35.77 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 13,335 | -65.71 | 568 | -64.14 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 11,915 | -15.21 | 535 | -6.47 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Essex Savings Bank | 8,766 | -4.26 | 373 | 0.00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 50,112 | -28.74 | 2,135 | -25.54 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 7,149 | -0.86 | 305 | 3.75 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 13,392 | -23.89 | 570 | -20.50 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 251,700 | -8.08 | 10,722 | -3.93 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 7,863 | -14.23 | 335 | -10.46 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 19,244 | -2.24 | 820 | 2.12 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3,810 | -62.66 | 162 | -60.96 | ||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 346,251 | -7.96 | 14,750 | -3.81 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 107,025 | -2.31 | 4,559 | 2.11 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 6,276 | -0.22 | 267 | 4.30 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 10,370 | -0.58 | 442 | 3.76 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 10,148 | -64.53 | 432 | -62.79 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 9,604 | -18.73 | 409 | -14.97 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 2,804 | -4.88 | 119 | -0.83 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 7,168 | -99.58 | 305 | -99.56 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 150,448 | -17.00 | 6,409 | -13.25 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 4,668 | -2.99 | 199 | 1.02 | ||||
| 2025-08-07 | 13F | Nwam Llc | 12,462 | -7.71 | 542 | -1.45 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 11,045 | -6.20 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 154,041 | -47.90 | 6,562 | -45.55 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 800 | -11.11 | 34 | -5.56 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Ritholtz Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 4,904 | -42.45 | 209 | -40.06 | ||||
| 2025-08-14 | 13F | Bank of Marin | 11,326 | -0.59 | 482 | 3.88 | ||||
| 2025-08-14 | 13F | Mbb Public Markets I Llc | 79,298 | -88.16 | 3,378 | -87.63 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 35,377 | -7.26 | 1,507 | -3.02 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 7,037 | -0.79 | 300 | 3.46 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 161,383 | -1.42 | 7,193 | 11.76 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 15,271 | -5.55 | 651 | -1.37 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 34,654 | -43.91 | 1,476 | -41.38 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 7,915 | -30.28 | 346 | -19.01 | ||||
| 2025-05-13 | 13F | Cascade Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 5,155 | -1.96 | 220 | 2.34 | ||||
| 2025-04-17 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 62,277 | -76.57 | 2,653 | -75.51 | ||||
| 2025-04-16 | 13F | West Branch Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 325,297 | -24.74 | 13,858 | -21.35 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 8,065 | -10.25 | 344 | -6.28 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28,576 | -0.49 | 1,217 | 4.02 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 69,010 | -11.59 | 3 | -33.33 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 6,406 | -3.25 | 273 | 1.12 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 58,809 | -9.71 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 9,552 | -5.59 | 407 | -1.46 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 5,266 | -0.90 | 224 | 3.70 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 3,195 | -68.07 | 136 | -66.58 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 16,635 | -15.26 | 709 | -11.50 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 10,767 | -0.37 | 459 | 4.09 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 12,337 | -18.70 | 526 | -15.05 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Braun-Bostich & Associates Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 43,323 | -0.34 | 1,846 | 4.18 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 347,090 | -2.60 | 14,786 | 1.80 | ||||
| 2025-08-08 | 13F | Charter Research & Investment Group, Inc. | 39,805 | -1.33 | 1,696 | 3.10 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 81,029 | -14.74 | 3,452 | -10.90 | ||||
| 2025-05-13 | 13F | ASB Consultores, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 8,240 | -3.21 | 351 | 1.45 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 13,704 | -28.81 | 584 | -25.64 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 2,543 | -0.74 | 108 | 3.85 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 611 | -85.52 | 26 | -84.80 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 124,796 | -3.78 | 5,316 | 0.57 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 579,615 | -26.05 | 25,549 | -20.02 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 9,613 | -1.03 | 410 | 3.54 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 186,840 | -6.66 | 7,959 | -2.44 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 1,201 | -79.92 | 51 | -79.01 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 4,691 | -9.68 | 207 | -2.37 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 85,254 | -3.77 | 3,632 | 0.55 | ||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 439,917 | -6.58 | 18,740 | -2.36 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 500 | -95.81 | 21 | -95.68 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 144,186 | -31.10 | 6,142 | -28.00 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 91,076 | -9.31 | 3,880 | -5.23 | ||||
| 2025-05-13 | 13F | Kensington Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 49,900 | -14.55 | 2,126 | -10.71 | |||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 26,789 | -4.93 | 1,141 | -0.61 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 4,911 | -1.50 | 209 | 2.96 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 14,266 | -5.64 | 608 | -1.46 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 7,675 | -2.37 | 327 | 1.88 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 44,327 | -23.10 | 1,889 | -19.66 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 147,548 | -0.01 | 6,286 | 4.51 | ||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 815,062 | -22.69 | 34,722 | -19.20 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 71,061 | -6.97 | 3,027 | -2.76 | ||||
| 2025-08-11 | 13F | ARS Investment Partners, LLC | 24,819 | -17.46 | 1,057 | -21.70 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 12,175 | -6.83 | 519 | -2.63 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 27,681 | -9.73 | 1,179 | -14.38 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 5,307 | -7.64 | 234 | 8.37 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 19,552 | -3.18 | 833 | 1.09 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 1,822 | -23.48 | 78 | -20.62 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 23,178 | -23.17 | 987 | -19.69 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7,436 | -5.00 | 317 | -0.94 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 11,616 | -16.60 | 495 | -12.87 | ||||
| 2025-05-05 | 13F | Willner & Heller, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Visionary Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 12,558 | -0.09 | 512 | -9.40 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 366 | -23.59 | 16 | -21.05 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Valued Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 8,549 | -21.96 | 364 | -18.39 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 58,616 | -10.11 | 2,497 | -6.02 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 24,313 | -1.58 | 1,036 | 2.88 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 38,683 | -2.34 | 1,648 | 2.04 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 6,229 | -7.43 | 265 | -3.28 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 71,995 | -3.20 | 3,067 | 1.15 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Power Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 46,726 | -6.48 | 1,991 | -2.26 | ||||
| 2025-05-14 | 13F | Napa Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 57,206 | -29.39 | 2,437 | -26.23 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 184,467 | -1.91 | 7,858 | 2.52 | ||||
| 2025-08-14 | 13F | Comerica Bank | 29,367 | -10.58 | 1,251 | -6.50 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 10,643 | -0.52 | 453 | 3.90 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 9,252 | -6.79 | 394 | -2.48 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 187,618 | -8.81 | 7,993 | -4.69 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6,608 | -35.40 | 282 | -36.14 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 76,590 | -7.97 | 3,303 | -2.62 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 6,092 | -2.67 | 260 | 1.57 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 31,174 | -46.72 | 1,328 | -44.30 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 10,504 | -0.07 | 447 | 4.44 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 202,526 | -2.36 | 8,628 | 2.05 | ||||
| 2025-05-09 | 13F | Hemington Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Claro Advisors LLC | 9,984 | -19.28 | 425 | -15.67 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-04-22 | 13F | Ellis Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 24,202 | -13.04 | 1,031 | -9.08 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 37,260 | -2.70 | 1,519 | -11.74 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Haven Private, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 13,837 | -1.08 | 589 | 3.33 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 5,777 | -27.79 | 246 | -24.54 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 8,980 | -5.97 | 383 | -1.80 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 5,477 | -96.88 | 233 | -96.74 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 309,319 | -26.22 | 13,177 | -22.90 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 843,519 | -0.52 | 35,934 | 3.97 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 10,907 | -4.98 | 465 | -0.64 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 6,432 | -0.79 | 274 | 3.79 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 22,933 | -52.73 | 977 | -50.63 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2,388 | -13.45 | 0 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 15,345 | -1.03 | 654 | 3.49 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 494,130 | -7.29 | 21,050 | -3.09 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 108,451 | -5.79 | 4,620 | -1.53 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 15,040 | -0.31 | 663 | 20.58 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 8,351 | -74.46 | 356 | -73.35 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 41,391 | -36.30 | 1,763 | -33.42 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 2,895 | -70.28 | 123 | -69.02 | ||||
| 2025-05-13 | 13F | Cercano Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 70,893 | -4.34 | 3,020 | 0.00 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 9,601 | -24.43 | 409 | -20.89 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 42,470 | -0.28 | 1,809 | 4.27 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 60,508 | -7.98 | 2,578 | -3.84 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 5,828 | -8.29 | 248 | -4.25 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Shapiro Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 275,695 | -9.11 | 11,745 | -13.81 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 74,496 | -10.05 | 3,174 | -5.99 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 115,930 | -0.40 | 4,939 | 4.09 | ||||
| 2025-04-10 | 13F | Financial Management Professionals, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | TD Capital Management LLC | 29,656 | -0.77 | 1,263 | 3.69 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 36,474 | -10.22 | 1,554 | -6.16 | ||||
| 2025-08-18 | 13F | 1248 Management, LLC | 112,677 | -24.76 | 4,800 | -28.36 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 8,154 | -14.51 | 347 | -10.57 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 58,436 | -45.11 | 2,489 | -42.64 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 4,451 | -0.49 | 190 | 3.85 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 9,370 | -8.14 | 399 | -3.86 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 18,539 | -26.38 | 790 | -23.10 | ||||
| 2025-08-14 | 13F | Aldebaran Financial Inc. | 17,114 | -0.81 | 729 | 3.70 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 3,144 | -11.83 | 134 | -8.28 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10,129 | -27.05 | 435 | -23.01 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | CALIFORNIA FIRST LEASING Corp | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 180,530 | -2.61 | 7 | -12.50 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | KWB Wealth | 176,079 | -24.35 | 7,177 | -31.36 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 8,043 | -9.96 | 343 | -6.04 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 5,302 | -47.66 | 226 | -45.39 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5,265 | -0.98 | 224 | 3.70 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 46,614 | -11.28 | 1,986 | -7.29 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 6,292 | -10.54 | 268 | -6.29 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 6,190 | -37.56 | 252 | -43.37 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Glassman Wealth Services | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 39,430 | -9.71 | 1,680 | -5.67 | ||||
| 2025-08-07 | 13F | Fox Financial, Inc | 5,340 | -0.19 | 227 | 4.13 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 16,157 | -4.29 | 688 | 0.00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 402,331 | -47.82 | 17,139 | -45.47 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 9,289 | -2.58 | 409 | 9.97 | ||||
| 2025-05-15 | 13F | WealthTrak Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 5,485 | -1.54 | 224 | -10.80 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 150,588 | -0.61 | 6,415 | 3.89 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 18,724 | -7.89 | 798 | -3.74 | ||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 30,561 | -8.29 | 1,302 | -4.20 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 16 | -88.15 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 42,684 | -17.99 | 1,818 | -7.48 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 8,633 | -7.01 | 368 | -2.91 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 35,732 | -27.57 | 1,522 | -24.28 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 10,990 | -14.81 | 468 | -10.86 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 61,270 | -52.46 | 2,610 | -50.30 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 7,384 | -21.13 | 315 | -17.80 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 | -96.88 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 1,695 | -92.11 | 72 | -91.78 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 22,807 | -80.76 | 972 | -82.08 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 56,379 | -1.61 | 2,402 | 2.83 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 20,374 | -8.07 | 905 | 0.22 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,741 | -91.91 | 74 | -91.56 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 48,415 | -5.43 | 2,062 | -1.15 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 254,892 | -7.41 | 10,858 | -3.24 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 50,832 | -4.31 | 2,165 | 0.00 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 179,846 | -21.98 | 7,661 | -18.46 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 76,077 | -0.10 | 3,383 | 12.02 | ||||
| 2025-04-30 | 13F | Round Rock Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,814 | -11.90 | 77 | -7.23 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3,772,069 | -20.49 | 160,713 | -16.89 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 213,016 | -18.76 | 9,074 | -15.09 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 179,848 | -4.97 | 7,662 | -0.67 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 12,586 | -1.87 | 536 | 2.68 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 27,876 | -0.20 | 1,188 | 4.31 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 74,690 | -1.98 | 3,182 | 2.45 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 44,433 | -15.13 | 1,893 | -11.30 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 54,408 | -4.05 | 2,318 | 0.65 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 12,634 | -1.33 | 538 | 3.26 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 63,092 | -0.76 | 2,688 | 3.71 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 37,506 | -15.39 | 1,598 | -11.57 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 49,486 | -18.37 | 2,108 | -14.66 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 89,451 | -4.32 | 4 | 0.00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 21,241 | -3.92 | 905 | 0.33 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 12,667 | -0.98 | 540 | 3.45 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 399 | -19.88 | 17 | -15.00 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 47,048 | -19.19 | 2,004 | -15.55 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,276,296 | -47.65 | 54,370 | -45.29 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 40,583 | -9.10 | 1,729 | -5.00 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1,167 | -4.58 | 48 | -12.96 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 30,015 | -7.50 | 1,279 | -3.33 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 6,516 | -98.70 | 278 | -98.64 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 635,762 | -12.23 | 27,083 | -8.27 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 4,735 | -74.80 | 202 | -73.73 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 13,731 | -0.65 | 585 | 3.73 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 6,191 | -11.04 | 264 | -7.07 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 18,448 | -3.09 | 786 | 1.29 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 52,065 | -37.23 | 2,218 | -34.40 | ||||
| 2025-05-13 | 13F | Elevatus Welath Management | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Strategic Investment Advisors / MI | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Root Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 27,403 | -39.84 | 1,167 | -37.12 | ||||
| 2025-05-14 | 13F | Stelac Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 13,637 | -2.57 | 1 | |||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 126,845 | -14.48 | 5,404 | -10.62 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 31,452 | -3.00 | 1,340 | 1.36 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 2,197 | -6.67 | 96 | 0.00 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 7,986 | -14.62 | 340 | -10.76 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 20,009 | -0.54 | 852 | 4.03 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 57,304 | -97.52 | 2,441 | -97.41 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 53,292 | -27.09 | 2,270 | -23.80 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 86,449 | -85.66 | 3,733 | -84.86 | ||||
| 2025-04-25 | 13F | Convergence Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 14,985 | -80.70 | 638 | -79.84 | ||||
| 2025-08-14 | 13F | Fmr Llc | 52,988 | -3.80 | 2,257 | 0.53 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 13,764 | -22.08 | 1 | |||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 74,467 | -1.30 | 3,172 | 3.15 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 56,325 | -4.34 | 2,399 | 0.00 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 6,002 | -15.37 | 256 | -11.76 | ||||
| 2025-08-08 | 13F | Creative Planning | 2,858,713 | -5.23 | 121,781 | -0.95 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Sunpointe, LLC | 6,684 | -70.10 | 285 | -68.83 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 52,512 | -18.00 | 2,237 | -14.30 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 29,676 | -49.36 | 1,264 | -51.98 | ||||
| 2025-05-15 | 13F | Beck Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 5,543 | -4.48 | 236 | 0.00 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 22,478 | -51.49 | 1 | -100.00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 25 | -99.34 | 1 | -99.35 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 38,017 | -2.96 | 1,620 | 1.44 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 12,315 | -34.69 | 525 | -31.77 | ||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 8,936 | -18.84 | 381 | -15.18 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-09 | 13F | Hardin Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Absolute Gestao de Investimentos Ltda. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 57,021 | -28.33 | 2,429 | -25.10 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 29,360 | -42.71 | 1,251 | -40.13 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 6,693 | -94.12 | 285 | -93.86 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 596,772 | -46.44 | 25,423 | -44.02 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 38,042 | -11.64 | 1,621 | -7.64 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Idaho Trust Bank | 41,786 | -0.39 | 1,780 | 4.10 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 75,296 | -27.51 | 3,208 | -24.24 | ||||
| 2025-04-21 | 13F | Liquid Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 107,209 | -4.60 | 4,567 | -0.28 |
