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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-29 | 13F | REDW Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Collier Financial | 5,797 | -21.06 | 170 | -20.66 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 319,537 | -9.95 | 9,359 | -9.79 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 31,287 | -52.60 | 912 | -52.80 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,223,177 | -23.31 | 35,826 | -23.18 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SSBRX - State Street Target Retirement 2025 Fund Class I This fund is a listed as child fund of State Street Corp 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 | 3,661,872 | -2.73 | 107,256 | -2.56 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 515,626 | -0.51 | 15,077 | 0.27 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 10,535 | -21.36 | 309 | -20.62 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 9,962 | -45.38 | 292 | -45.40 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 96 | -4.00 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 111,357 | -2.37 | 3,262 | -2.22 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 17,370 | -6.86 | 509 | -6.79 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 33,001 | -7.45 | 967 | -7.29 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 96,106 | -4.73 | 2,813 | -7.35 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 352,815 | -7.50 | 10,334 | -7.34 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 8,128 | -4.53 | 238 | -4.03 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 175,722 | -3.45 | 5,147 | -3.29 | ||||
| 2025-05-14 | 13F | 1832 Asset Management L.P. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 26,474 | -0.65 | 775 | -0.51 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 976,235 | -52.84 | 28,592 | -52.74 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 26,860 | -0.50 | 787 | -0.38 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 19,383 | -14.95 | 568 | -14.86 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 300,912 | -8.14 | 8,814 | -7.99 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 775 | -99.15 | 23 | -99.17 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 27,958 | -35.78 | 819 | -35.69 | ||||
| 2025-04-25 | 13F | New Millennium Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Investment Management | 26,431 | -1.10 | 774 | -0.90 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 835,676 | -0.17 | 24,477 | 0.00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2,767,999 | -2.53 | 81,075 | -2.36 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 87,005 | -16.16 | 2,548 | -16.02 | ||||
| 2025-05-02 | 13F | Dakota Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Brown Financial Advisors | 20,818 | -0.12 | 610 | 0.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 15,567 | -29.61 | 456 | -29.57 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 73,898 | -30.83 | 2,164 | -30.71 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 15,394 | -3.35 | 451 | -3.23 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 43,657 | -37.20 | 1,279 | -37.11 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 28,716 | -35.64 | 841 | -35.51 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 404,319 | -45.06 | 11,842 | -44.97 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 222,738 | -5.29 | 6,524 | -5.12 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 15,681 | -41.77 | 459 | -41.68 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 17,676 | -17.71 | 518 | -17.68 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 475 | -96.28 | 14 | -96.51 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 153,331 | -5.07 | 4,491 | -4.89 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 860,091 | -27.29 | 25 | -26.47 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7,026 | -5.48 | 206 | -5.53 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 76,010 | -72.77 | 2,226 | -72.72 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 16,610,571 | -18.88 | 486,524 | -18.74 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | MTC Wealth Management LLC | 282,528 | -3.17 | 8,275 | -3.00 | ||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 917,431 | -28.85 | 26,734 | -28.90 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 15,172 | -4.33 | 444 | -4.10 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 15,506 | -69.02 | 452 | -69.10 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 513,226 | -6.56 | 15,028 | -6.43 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 17,144 | -42.83 | 502 | -42.30 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 96,802 | -2.00 | 2,835 | -1.84 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,384,220 | -15.82 | 40,544 | -15.68 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 11,799 | -44.12 | 346 | -44.08 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 15,133 | -0.32 | 443 | 0.00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 91,980 | -61.09 | 2,694 | -61.02 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 10,268 | -1.78 | 301 | -1.64 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2,862 | -76.27 | 84 | -76.42 | ||||
| 2025-04-28 | 13F | Revisor Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 13 | -70.45 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 153,295 | -14.14 | 4,490 | -13.98 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 16,143 | -40.50 | 473 | -40.48 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 316,328 | -36.20 | 9,265 | -36.09 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | AlphaStar Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17,284 | -12.63 | 506 | -12.46 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 935,127 | -3.73 | 27 | -3.57 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 7,359 | -20.13 | 216 | -20.07 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 14,914 | -9.25 | 437 | -9.17 | ||||
| 2025-04-25 | 13F | Canandaigua National Trust Co of Florida | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 105 | -98.26 | 3 | -98.30 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 54,729 | -8.20 | 1,603 | -8.03 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4,149 | -9.11 | 122 | -9.02 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 137,865 | -0.50 | 4,038 | -0.32 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 36,771 | -84.11 | 1,077 | -84.08 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4,292,564 | -55.98 | 125,947 | -55.82 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 276,000 | -8.00 | 8,084 | -7.78 | ||||
| 2025-08-14 | 13F | Betterment LLC | 23,741 | -1.48 | 1 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1,638,300 | -31.61 | 47,986 | -31.49 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2020 Fund Class I | 39,250 | -22.81 | 1,150 | -22.68 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 115,546 | -12.85 | 3,384 | -12.69 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 8,496 | -1.85 | 249 | -1.98 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Matauro, Llc | 125,152 | -77.07 | 3,666 | -77.03 | ||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 29,947 | -40.43 | 877 | -40.34 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 1,735 | -21.81 | 51 | -21.87 | ||||
| 2025-04-25 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 148,203 | -0.67 | 4,341 | -0.50 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 6,027 | -14.64 | 177 | -13.73 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 155,668 | -22.54 | 4,560 | -22.41 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I | 137,509 | -12.00 | 4,028 | -11.84 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 892,476 | -10.17 | 26,141 | -10.01 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 46,554 | -6.00 | 1,364 | -5.87 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 664 | -9.29 | 19 | -9.52 | ||||
| 2025-05-14 | 13F | First Trust Bank, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Fundamentun, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 26,627 | -7.57 | 780 | -7.48 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 137,065 | -16.77 | 3,998 | -16.97 | ||||
| 2025-05-16 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 8,234 | -3.31 | 241 | -2.82 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8,016 | -0.09 | 235 | 0.00 | ||||
| 2025-05-02 | 13F | Whittier Trust Co Of Nevada Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1,588 | -12.27 | 47 | -11.54 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 10,403 | -1.51 | 305 | -1.30 | ||||
| 2025-05-12 | 13F | Motley Fool Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 16,881 | -18.96 | 494 | -18.88 | ||||
| 2025-08-28 | NP | SSFNX - State Street Target Retirement Fund Class I This fund is a listed as child fund of State Street Corp 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 | 7,933,932 | -0.77 | 232,385 | -0.60 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 13,659 | -12.31 | 400 | -12.09 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2040 Fund Class I | 42,468 | -15.94 | 1,244 | -15.84 | ||||
| 2025-05-28 | NP | SSBNX - State Street Target Retirement 2020 Fund Class I This fund is a listed as child fund of State Street Corp 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 | 4,312,873 | -12.19 | 126,108 | -11.49 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5,516,335 | -13.80 | 161,573 | -13.66 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 21,516 | -0.72 | 630 | -0.47 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 13,135 | -1.42 | 385 | -1.29 | ||||
| 2025-04-11 | 13F | Impact Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 36,967 | -3.41 | 1,083 | -3.31 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Centric Wealth Management | 168,504 | -67.97 | 4,922 | -68.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,761,407 | -3.70 | 80,882 | -3.54 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1,936 | -12.56 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 10,086 | -49.53 | 295 | -49.49 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 30,365 | -23.59 | 889 | -23.43 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 186,758 | -7.82 | 5,470 | -7.66 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 105,373 | -2.20 | 3 | 0.00 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 57,610 | -4.28 | 1,685 | -3.55 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 15,668 | -2.45 | 459 | -2.35 | ||||
| 2025-04-18 | 13F | Rakuten Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 139,144 | -2.04 | 4,076 | -1.88 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 5,225 | -17.79 | 153 | -17.30 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 86,172 | -2.99 | 2,524 | -2.85 | ||||
| 2025-05-05 | 13F | Csenge Advisory Group | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 696 | -63.84 | 20 | -63.64 | ||||
| 2025-08-28 | NP | SSBWX - State Street Target Retirement 2030 Fund Class I This fund is a listed as child fund of State Street Corp 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 | 208,712 | -0.19 | 6,113 | -0.02 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 31,095 | -2.92 | 911 | -2.78 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 20,716 | -24.50 | 607 | -24.44 | ||||
| 2025-04-10 | 13F | Portside Wealth Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 79,999 | -19.51 | 2,343 | -19.37 | ||||
| 2025-05-13 | 13F | Skopos Labs, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 7,282,805 | -42.05 | 213,314 | -41.95 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 76,887 | -20.32 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 1,536 | -4.95 | 45 | -6.38 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 127 | -21.60 | 4 | -25.00 | ||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 77,185 | -9.18 | 2,261 | -9.02 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 392,507 | -0.41 | 11,497 | -0.23 | ||||
| 2025-04-10 | 13F | Garrett Investment Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 48,592 | -59.54 | 1,423 | -59.47 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 130,543 | -1.77 | 3,824 | -1.60 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 18,812 | -1.85 | 551 | -1.61 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 902,067 | -4.25 | 26,422 | -4.08 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 11,627 | -16.80 | 339 | -16.91 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 274,670 | -2.50 | 8,045 | -2.33 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 278,427 | -7.63 | 8,155 | -7.47 | ||||
| 2025-05-01 | 13F | Coastal Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Nwam Llc | 113,252 | -2.61 | 3,305 | -2.82 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 122,856 | -20.55 | 3,598 | -20.42 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 90,367 | -62.39 | 2,647 | -62.31 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 20,907 | -51.02 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 715,867 | -59.07 | 20,968 | -59.00 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 35,308 | -3.38 | 1,034 | -3.18 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1,096,694 | -3.09 | 32,122 | -2.92 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 290,218 | -2.24 | 8,500 | -2.07 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 11,946 | -17.21 | 350 | -17.10 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 57,645 | -66.42 | 1,688 | -66.37 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 30,093 | -38.31 | 881 | -38.22 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 115 | -88.08 | 3 | -89.29 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 47,863 | -4.14 | 1,402 | -3.98 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 2,000,784 | -1.38 | 58,603 | -1.21 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 26,517 | -1.51 | 777 | -1.27 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 120,575 | -7.86 | 3,532 | -7.71 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 590,031 | -0.11 | 17,282 | 0.07 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 12,963 | -8.70 | 380 | -8.67 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | TrueMark Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 11,043 | -52.38 | 322 | -52.65 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 29,244 | -23.26 | 857 | -23.16 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 292,090 | -1.48 | 9 | 0.00 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 41,656 | -0.52 | 1,220 | -0.33 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 426,169 | -34.48 | 12,482 | -34.37 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 256,525 | -0.82 | 7,514 | -0.66 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 19,164 | -0.71 | 561 | -0.53 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 144,452 | -0.28 | 4,231 | -0.12 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 42,668 | -40.24 | 1,250 | -40.15 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 49,939 | -11.15 | 1,463 | -11.02 | ||||
| 2025-08-28 | NP | GPARX - GuidePath(R) Absolute Return Allocation Fund Service Shares | 40,531 | -43.32 | 1,187 | -43.21 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 144,032 | -48.71 | 4,219 | -48.62 | ||||
| 2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 81,194 | -0.14 | 2,378 | 0.04 | ||||
| 2025-05-13 | 13F | Ground Swell Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-08 | 13F | Advisory Alpha, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 571,571 | -10.04 | 16,741 | -9.88 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Vertex Planning Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8,304 | -88.19 | 243 | -88.08 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 76,641 | -39.18 | 2,241 | -38.71 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 25,931 | -21.83 | 760 | -21.67 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 156 | -49.84 | 5 | -55.56 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 897,060 | -3.02 | 26,275 | -2.85 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 24,119 | -42.11 | 706 | -42.04 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 197,451 | -7.14 | 6 | -16.67 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 166,823 | -0.11 | 4,886 | 0.33 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Capital Investment Counsel, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 845,495 | -9.45 | 24,765 | -9.30 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 347 | -75.49 | 10 | -75.61 | ||||
| 2025-08-08 | 13F | Creative Planning | 32,374 | -21.43 | 948 | -21.26 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 330,118 | -0.46 | 9,669 | -0.29 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 7,686 | -15.15 | 225 | -14.77 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 11,197 | -1.65 | 328 | -1.51 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 33,342 | -85.35 | 977 | -85.33 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,922 | -11.10 | 86 | -11.46 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 692,836 | -8.81 | 20,293 | -8.65 | ||||
| 2025-07-23 | 13F | Nelson Capital Management, LLC | 803,640 | -0.55 | 23,539 | -0.38 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 221,237 | -4.06 | 6,480 | -3.90 |
