TIP / iShares Trust - iShares TIPS Bond ETF - Kepemilikan Institusional - Penjual

iShares Trust - iShares TIPS Bond ETF
US ˙ ARCA ˙ US4642871762

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
(%)
2025-08-01 13F First National Trust Co 6,715 -3.42 739 -4.40
2025-07-31 13F Darden Wealth Group Inc 15,454 -3.08 1,701 -4.01
2025-05-14 13F Sig Brokerage, Lp Call 0 -100.00 0
2025-05-14 13F Sig Brokerage, Lp 0 -100.00 0
2025-05-15 13F Wolverine Trading, Llc 0 -100.00 0 -100.00
2025-07-18 13F SigFig Wealth Management, LLC 28,344 -3.48 3,111 -3.83
2025-05-14 13F Sig Brokerage, Lp Put 0 -100.00 0
2025-07-31 13F GenTrust, LLC 219,734 -5.59 24,179 -6.49
2025-08-13 13F Capital Analysts, Inc. 7,540 -0.55 1
2025-08-14 13F Diversify Advisory Services, LLC 3,628 -60.99 400 -61.11
2025-07-30 13F D.a. Davidson & Co. 50,928 -43.55 5,604 -44.09
2025-08-06 13F AE Wealth Management LLC 16,464 -19.90 1,812 -20.67
2025-05-15 13F Bank Of America Corp /de/ Call 0 -100.00 0 -100.00
2025-08-12 13F Argent Trust Co 2,409 -0.21 265 -1.12
2025-08-13 13F Bank Of Nova Scotia 0 -100.00 0
2025-07-09 13F Pacific Capital Wealth Advisors, Inc 2,684 -11.65 293 -13.06
2025-08-01 13F Boyd Watterson Asset Management Llc/oh 0 -100.00 0
2025-05-15 13F Squarepoint Ops LLC Put 0 -100.00 0
2025-08-11 13F Dorsey & Whitney Trust CO LLC 8,043 -0.02 885 -0.90
2025-05-06 13F WMG Financial Advisors, LLC 0 -100.00 0 -100.00
2025-08-13 13F Certior Financial Group, Llc 6,682 -82.68 735 -82.85
2025-07-23 13F Evexia Wealth Llc 0 -100.00 0
2025-08-12 13F Jaffetilchin Investment Partners, LLC 6,169 -4.70 679 -5.70
2025-07-11 13F Westfuller Advisors, LLC 6,560 -5.05 722 -6.00
2025-07-15 13F McAdam, LLC 3,191 -13.29 351 -13.97
2025-08-06 13F Summit Wealth Group, LLC 5,766 -48.31 1 -100.00
2025-08-15 13F United Services Automobile Association 24,230 -43.62 2,666 -44.04
2025-05-15 13F Squarepoint Ops LLC 0 -100.00 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 162,143 -9.11 17,732 -10.53
2025-07-31 13F Oppenheimer & Co Inc 11,167 -0.63 1,229 -1.60
2025-08-13 13F Beacon Pointe Advisors, LLC 21,787 -8.14 2,397 -9.00
2025-07-09 13F Fermata Advisors, LLC 40,601 -1.14 4,468 -2.08
2025-07-22 13F BridgePort Financial Solutions, LLC 1,820 -22.85 200 -23.66
2025-04-29 13F Raleigh Capital Management Inc. 0 -100.00 0
2025-08-14 13F Full Sail Capital, LLC 62,773 -0.97 6,908 -1.90
2025-08-04 13F IFG Advisory, LLC 3,060 -4.05 337 -5.08
2025-08-15 13F Kestra Advisory Services, LLC 64,659 -7.31 7,115 -8.18
2025-07-29 NP WAVLX - Wavelength Interest Rate Neutral Fund 40,611 -7.52 4,438 -8.40
2025-05-15 13F Squarepoint Ops LLC Call 0 -100.00 0
2025-05-07 13F Pin Oak Investment Advisors Inc 0 -100.00 0
2025-08-08 13F Tiemann Investment Advisors, Llc 6,095 -0.20 671 -1.18
2025-07-10 13F Sumitomo Mitsui DS Asset Management Company, Ltd 2,900 -11.80 319 -12.60
2025-07-30 13F Klingenstein Fields & Co Lp 7,770 -2.88 855 -3.72
2025-07-31 13F Buckingham Strategic Partners 19,326 -2.08 2,127 -3.01
2025-04-29 13F Strategic Blueprint, LLC 0 -100.00 0
2025-07-14 13F Matrix Trust Co 4,165 -76.28 0 -100.00
2025-05-14 13F Kaufman Rossin Wealth, LLC 0 -100.00 0
2025-07-28 13F Copia Wealth Management 202 -16.53 22 -15.38
2025-07-08 13F Parallel Advisors, LLC 53,084 -2.21 5,841 -3.13
2025-07-17 13F Park Place Capital Corp 8,024 -35.93 879 -36.81
2025-05-05 13F PCA Investment Advisory Services Inc. 0 -100.00 0
2025-07-22 13F Awm Capital, Llc 6,377 -5.02 702 -5.91
2025-07-17 13F Janney Montgomery Scott LLC 31,214 -14.83 3 -25.00
2025-07-29 13F Lutz Financial Services LLC 134,843 -1.13 14,838 -2.07
2025-08-13 13F Northwest & Ethical Investments L.P. 0 -100.00 0
2025-08-05 13F Westside Investment Management, Inc. 689 -41.91 76 -42.75
2025-07-10 13F Bigelow Investment Advisors, LLC 7,688 -0.56 846 -1.52
2025-07-21 13F Stock Yards Bank & Trust Co 8,908 -0.42 980 -1.31
2025-08-12 13F Quadcap Wealth Management, LLC 2,523 -0.90 278 -1.77
2025-07-24 13F Blair William & Co/il 66,708 -14.74 7,340 -15.54
2025-08-12 13F Park Square Financial Group, LLC 952 -1.14 105 -1.89
2025-07-24 13F Monument Capital Management 0 -100.00 0
2025-07-30 13F Citizens & Northern Corp 5,134 -3.00 565 -3.92
2025-08-12 13F Private Harbour Investment Management & Counsel, LLC 5,405 -0.92 595 -1.82
2025-08-01 13F Zhang Financial LLC 16,920 -10.35 1,862 -11.21
2025-07-22 13F Old National Bancorp /in/ 2,188 -28.75 241 -29.62
2025-08-11 13F Portside Wealth Group, LLC 13,430 -74.24 1,478 -74.50
2025-08-11 13F Dorsey Wright & Associates 5,030 -8.23 554 -9.03
2025-07-23 13F Ti-trust, Inc 22,153 -0.89 2,438 -1.85
2025-08-14 13F Alliancebernstein L.p. 12,946 -30.18 1,425 -30.84
2025-05-15 13F Graham Capital Management, L.P. 0 -100.00 0
2025-08-13 13F Northern Trust Corp 8,063 -13.21 887 -14.05
2025-08-08 13F Fiera Capital Corp 3,920 -12.03 431 -12.93
2025-07-17 13F Charles Schwab Trust Co 81,235 -2.55 8,939 -3.47
2025-08-13 13F Scotia Capital Inc. 0 -100.00 0
2025-08-14 13F Aqr Capital Management Llc 3,613 -7.03 398 -7.89
2025-05-15 13F Citadel Advisors Llc 0 -100.00 0 -100.00
2025-08-14 13F Visionary Wealth Advisors 16,900 -7.67 1,860 -8.56
2025-08-12 13F Heritage Trust Co 26,043 -0.46 2,866 -1.41
2025-08-13 13F Avos Capital Management, LLC 12,276 -45.20 1,351 -45.74
2025-07-22 13F Ellenbecker Investment Group 1,910 -9.74 210 -10.64
2025-08-05 13F Integrity Financial Corp /WA 94 -20.34 10 -23.08
2025-07-11 13F SILVER OAK SECURITIES, Inc 5,450 -3.83 600 -4.47
2025-07-10 13F Sovran Advisors, LLC 2,570 -21.84 280 -21.79
2025-08-14 13F Strive Asset Management, LLC 0 -100.00 0
2025-08-06 13F Soltis Investment Advisors LLC 8,459 -5.52 931 -6.44
2025-07-31 13F Red Wave Investments LLC 6,360 -0.13 700 -1.13
2025-07-17 13F/A Capital Investment Advisors, LLC 13,997 -2.62 1,540 -3.51
2025-04-22 13F Castleview Partners, Llc 0 -100.00 0
2025-08-28 NP PODCX - Aristotle Portfolio Optimization Growth Fund Class C 28,800 -48.14 3,169 -48.63
2025-07-11 13F Adirondack Trust Co 30,579 -6.18 3,365 -7.07
2025-07-30 13F Principle Wealth Partners Llc 1,982 -0.10 218 -0.91
2025-07-07 13F Horizons Wealth Management 54,456 -1.56 5,992 -2.49
2025-08-14 13F Ieq Capital, Llc 5,439 -15.17 598 -16.01
2025-08-06 13F Commonwealth Equity Services, Llc 279,755 -18.10 31 -18.92
2025-08-07 13F Allworth Financial LP 15,674 -10.40 1,725 -10.21
2025-04-29 13F Element Wealth, LLC 0 -100.00 0
2025-08-06 13F Moors & Cabot, Inc. 3,721 -3.43 410 -4.44
2025-07-25 13F Atria Wealth Solutions, Inc. 49,923 -7.01 5,473 -8.22
2025-08-21 13F Aveo Capital Partners, LLC 0 -100.00 0
2025-07-22 13F Apexium Financial, Lp 4,771 -17.27 525 -17.97
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,872 -0.41 756 -1.31
2025-04-11 13F Pines Wealth Management, LLC 0 -100.00 0
2025-07-21 13F Curran Financial Partners, LLC 25,284 -50.83 2,782 -51.30
2025-08-04 13F Hantz Financial Services, Inc. 61 -30.68 0
2025-07-31 13F Opes Wealth Management LLC 0 -100.00 0
2025-08-15 13F Strategic Investment Advisors / MI 141,268 -10.88 15,529 -11.82
2025-07-09 13F Dynamic Advisor Solutions LLC 9,241 -0.46 1,017 -1.45
2025-07-28 13F Rosenberg Matthew Hamilton 0 -100.00 0
2025-07-18 13F Pure Financial Advisors, Inc. 133,971 -3.80 14,742 -4.71
2025-07-30 13F Cullen/frost Bankers, Inc. 9,623 -28.25 1,059 -28.95
2025-07-28 13F Eq Wealth Advisors, Llc 4,004 -3.77 441 -4.76
2025-07-21 13F First National Bank & Trust Co Of Newtown 85,755 -0.71 9,436 -1.65
2025-07-18 13F Trust Co Of Vermont 5,186 -17.93 571 -18.69
2025-07-17 13F Patton Albertson Miller Group, Llc 10,531 -14.06 1,159 -14.92
2025-08-14 13F EP Wealth Advisors, Inc. 17,149 -3.67 1,887 -4.55
2025-08-12 13F Twin Focus Capital Partners, Llc 107,631 -0.80 11,844 -1.73
2025-05-13 13F Heck Capital Advisors, LLC 0 -100.00 0 -100.00
2025-08-14 13F Bank of Marin 9,961 -2.13 1,096 -3.01
2025-04-18 13F Creative Capital Management Investments LLC 0 -100.00 0
2025-05-05 13F Eagle Bay Advisors LLC 0 -100.00 0 -100.00
2025-08-08 13F Wealth Alliance 0 -100.00 0
2025-08-12 13F Ascent Wealth Partners, LLC 21,846 -8.67 2,404 -9.56
2025-07-17 13F Olympus Wealth Management, Llc 4,192 -54.56 461 -54.98
2025-08-15 13F WealthCollab, LLC 19,691 -0.23 2,167 -1.19
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,405 -18.91 265 -19.51
2025-08-12 13F Legal & General Group Plc 16,580 -46.97 1,825 -47.45
2025-08-12 13F/A Brightwater Advisory LLC 52,022 -0.01 5,725 -0.95
2025-07-17 13F City Holding Co 1,506 -18.77 166 -19.51
2025-08-14 13F Fmr Llc 6,327,659 -36.81 696,296 -37.40
2025-07-22 13F Inlight Wealth Management, LLC 0 -100.00 0
2025-08-12 13F Cutter & CO Brokerage, Inc. 0 -100.00 0
2025-08-14 13F Jane Street Group, Llc Call 3,200 -33.33 352 -33.96
2025-08-04 13F AMG National Trust Bank 28,775 -7.62 3,166 -8.50
2025-08-13 13F Continuum Advisory, LLC 0 -100.00 0
2025-08-06 13F New Millennium Group LLC 0 -100.00 0
2025-08-11 13F Citigroup Inc 88,161 -10.96 9,701 -11.79
2025-07-25 13F Concurrent Investment Advisors, LLC 6,748 -3.64 743 -4.63
2025-08-04 13F Silver Coast Investments LLC 0 -100.00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 548,148 -2.72 60,318 -3.64
2025-08-12 13F Integrated Advisors Network LLC 15,616 -2.83 1,718 -3.75
2025-08-07 13F Rathbone Brothers plc 72,005 -4.92 7,923 -5.82
2025-03-12 13F/A Private Capital Management Llc 511 -31.87 55 -32.50
2025-08-12 13F White Pine Capital Llc 2,422 -15.67 266 -16.61
2025-07-30 13F BTS Asset Management, Inc. 0 -100.00 0
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100.00 0 -100.00
2025-07-15 13F Legacy Financial Group LLC 3,658 -24.09 403 -24.86
2025-07-30 13F Smith Thornton Advisors LLC 4,055 -15.96 446 -16.79
2025-08-01 13F Red Lighthouse Investment Management, Llc 352 -51.58 39 -51.28
2025-07-22 13F Hillcrest Wealth Advisors - NY, LLC 53,085 -3.85 5,841 -4.76
2025-07-31 13F 180 Wealth Advisors, Llc 12,538 -6.38 1,380 -7.26
2025-07-22 13F Mascoma Wealth Management LLC 1 -98.04 0 -100.00
2025-08-14 13F Marquette Associates, Inc. 0 -100.00 0
2025-08-12 13F Rhumbline Advisers 202,293 -25.48 22,260 -26.18
2025-08-07 13F Evoke Wealth, Llc 1,061,353 -3.25 116,791 -4.17
2025-05-06 13F Fpc Investment Advisory, Inc. 0 -100.00 0 -100.00
2025-07-24 13F Baldwin Brothers Inc/ma 457,224 -0.19 50,313 -1.14
2025-08-25 13F/A Neuberger Berman Group LLC 102,028 -1.83 11,227 -2.75
2025-07-31 13F Money Design Co.,Ltd. 418,089 -13.69 46 -13.21
2025-08-01 13F Transcend Wealth Collective, Llc 2,343 -19.65 258 -20.43
2025-07-09 13F Westmount Partners, LLC 3,240 -25.94 357 -26.75
2025-04-23 13F Mascagni Wealth Management, Inc. 0 -100.00 0 -100.00
2025-05-12 13F Sandy Spring Bank 12,943 -2.15 1,438 1.99
2025-07-07 13F RDA Financial Network 2,895 -2.39 319 -3.34
2025-07-09 13F Alesco Advisors Llc 14,479 -1.54 1,593 -2.45
2025-04-30 13F Sofos Investments, Inc. 591 -59.24 66 -57.79
2025-07-08 13F GK Wealth Management LLC 2,247 -24.97 247 -25.60
2025-08-05 13F Fourth Dimension Wealth, LLC 2,657 -22.63 292 -23.36
2025-08-14 13F Alliance Wealth Advisors, LLC /UT 30,818 -65.42 3,391 -65.75
2025-03-31 NP LCOIX - Legal & General Commodity Strategy Fund Institutional Shares 2,793 -11.70 302 -11.99
2025-07-22 13F IVC Wealth Advisors LLC 4,471 -10.29 492 -11.21
2025-07-18 13F Lynx Investment Advisory 2,961 -8.07 326 -8.96
2025-08-14 13F Raymond James Financial Inc 244,082 -38.09 26,859 -38.68
2025-08-11 13F Estate Counselors, LLC 0 -100.00 0
2025-08-13 13F American Investment Services, Inc. 15,023 -15.71 1,653 -16.47
2025-07-08 13F Apella Capital, LLC 8,649 -5.50 945 -5.51
2025-08-04 13F Creekmur Asset Management LLC 6 -80.65 1 -100.00
2025-08-14 13F Man Group plc 831,983 -22.72 91,551 -23.45
2025-07-23 13F Madden Advisory Services, Inc. 11,338 -0.99 1,248 -1.97
2025-05-06 13F Quadrant Private Wealth Management, LLC 0 -100.00 0
2025-04-25 13F J.Safra Asset Management Corp 0 -100.00 0
2025-08-14 13F Gould Capital, LLC 58 -10.77 6 -14.29
2025-07-10 13F NorthCrest Asset Manangement, LLC 25,512 -3.08 2,790 -4.62
2025-07-24 13F Bernard Wealth Management Corp. 0 -100.00 0
2025-08-11 13F Foundation Wealth Management, LLC\PA 15,614 -6.70 1,718 -7.58
2025-05-14 13F Natixis 0 -100.00 0
2025-07-31 13F Ssa Swiss Advisors Ag 61,999 -3.34 6,810 -4.39
2025-08-14 13F Prelude Capital Management, Llc 0 -100.00 0
2025-07-31 13F Ballast Advisors Llc 331 -37.66 36 -37.93
2025-07-07 13F Upper Left Wealth Management, LLC 4,343 -0.09 478 -1.04
2025-07-31 13F Northstar Asset Management Inc 2,000 -8.72 220 -9.47
2025-07-16 13F Arkansas Financial Group, Inc. 155,064 -3.52 16,922 -2.44
2025-08-14 13F Qube Research & Technologies Ltd 0 -100.00 0
2025-07-29 13F Koshinski Asset Management, Inc. 10,025 -18.45 1,103 -19.19
2025-08-13 13F Blue Fin Capital, Inc. 14,465 -4.95 1,592 -1.85
2025-08-04 13F Flagship Harbor Advisors, Llc 5,636 -2.69 620 -3.58
2025-08-12 13F XTX Topco Ltd 0 -100.00 0
2025-04-17 13F Fortitude Advisory Group L.L.C. 0 -100.00 0
2025-04-25 13F Wealthbridge Capital Management, Llc 0 -100.00 0
2025-08-06 13F Penserra Capital Management LLC 0 -100.00 0
2025-08-12 13F SRS Capital Advisors, Inc. 21,465 -8.39 2,832 8.80
2025-08-14 13F Susquehanna International Group, Llp 53,013 -75.75 5,834 -75.99
2025-07-22 13F Coastal Investment Advisors, Inc. 106 -20.90 12 -21.43
2025-08-01 13F Liberty Wealth Management Llc 0 -100.00 0 -100.00
2025-08-08 13F Pacific Life Fund Advisors LLC 136,930 -31.69 15,068 -32.33
2025-07-30 13F Phillips Financial Management, Llc 43,403 -1.32 4,776 -2.23
2025-07-23 13F Peak Financial Management, Inc. 26,464 -23.99 2,912 -24.72
2025-08-14 13F Houlihan Financial Resource Group, Ltd. 3,895 -2.06 0
2025-08-08 13F Compass Wealth Management LLC 0 -100.00 0
2025-08-08 13F Cetera Investment Advisers 319,314 -7.44 35,137 -8.32
2025-08-14 13F/A Forefront Analytics, LLC 2,452 -17.55 270 -18.18
2025-05-12 13F Commons Capital, Llc 0 -100.00 0
2025-07-25 13F Courage Miller Partners, LLC 4,429 -33.65 487 -34.28
2025-08-14 13F Susquehanna International Group, Llp Call 78,500 -37.90 8,638 -38.48
2025-08-08 13F Foundations Investment Advisors, LLC 4,144 -50.16 456 -50.70
2025-08-14 13F Icon Wealth Advisors, LLC 1,209 -12.83 133 -13.64
2025-05-12 13F Benjamin Edwards Inc 0 -100.00 0
2025-08-14 13F Susquehanna International Group, Llp Put 33,600 -90.94 3,697 -91.03
2025-05-08 13F Banque Cantonale Vaudoise 0 -100.00 0
2025-07-17 13F Grandview Asset Management LLC 4,737 -7.01 1
2025-08-12 13F Financial Advocates Investment Management 14,843 -2.14 1,633 -3.03
2025-07-16 13F Plancorp, LLC 0 -100.00 0
2025-08-12 13F Putnam Fl Investment Management Co 5,606 -45.73 617 -46.29
2025-08-08 13F Capital Investment Advisory Services, LLC 2,543 -15.57 280 -16.47
2025-08-27 NP Advanced Series Trust - Ast Advanced Strategies Portfolio 9,911 -38.10 1,091 -38.70
2025-07-14 13F ABLE Financial Group, LLC 2,692 -25.57 296 -26.18
2025-08-13 13F Baird Financial Group, Inc. 52,128 -3.72 5,736 -4.62
2025-08-14 13F Diversify Wealth Management, Llc 5,363 -49.55 591 -49.70
2025-05-01 13F Schechter Investment Advisors, LLC 60,628 -2.49 6,735 1.66
2025-08-19 13F Cape Investment Advisory, Inc. 187 -9.66 21 -9.09
2025-08-08 13F King Wealth 3,217 -1.56 0
2025-08-13 13F First Trust Advisors Lp 73,445 -0.85 8,082 -1.79
2025-08-12 13F Garrett Wealth Advisory Group, LLC 2,410 -18.28 265 -18.96
2025-08-14 13F Humankind Investments LLC 0 -100.00 0
2025-08-11 13F HighTower Advisors, LLC 270,830 -3.82 29,802 -4.73
2025-08-07 13F Topel & Distasi Wealth Management, LLC 0 -100.00 0
2025-08-15 13F CI Private Wealth, LLC 40,205 -59.31 4,424 -59.70
2025-08-06 13F Modera Wealth Management, LLC 35,692 -3.08 3,928 -3.99
2025-08-12 13F Vawter Financial, Ltd. 0 -100.00 0
2025-08-26 13F/A Thrivent Financial For Lutherans 7,079 -75.37 1 -100.00
2025-08-08 13F Renasant Bank 8,072 -35.79 888 -36.39
2025-08-13 13F Summit Financial, LLC 31,847 -3.50 3,504 -4.42
2025-08-13 13F Invesco Ltd. 4,171 -5.20 459 -6.15
2025-05-16 13F/A Kestra Investment Management, LLC 0 -100.00 0
2025-08-14 13F Williams Jones Wealth Management, LLC. 0 -100.00 0
2025-05-13 13F Measured Risk Portfolios, Inc. 0 -100.00 0
2025-08-08 13F Financial Gravity Companies, Inc. 390 -52.26 43 -51.16
2025-08-11 13F Hexagon Capital Partners LLC 0 -100.00 0
2025-08-13 13F Guggenheim Capital Llc 88,469 -4.52 9,735 -5.42
2025-05-14 13F Boston Private Wealth Llc 0 -100.00 0
2025-07-28 13F Mutual Advisors, LLC 18,417 -1.73 2,023 -1.75
2025-05-09 13F Thompson Siegel & Walmsley Llc Call 0 -100.00 0 -100.00
2025-07-15 13F Cranbrook Wealth Management, LLC 47,395 -6.40 5,215 -7.27
2025-07-18 13F Naples Global Advisors, Llc 4,440 -7.54 489 -8.44
2025-07-18 13F Bartlett & Co. Wealth Management Llc 27,507 -0.06 3,027 -1.01
2025-08-07 13F Guardian Partners Inc. 70,616 -16.62 7,735 -16.35
2025-07-22 13F Prentiss Smith & Co Inc 3,570 -0.06 393 -1.01
2025-07-23 13F Charter Trust Co 3,294 -20.86 362 -21.65
2025-08-08 13F ProVise Management Group, LLC 2,362 -1.01 260 -2.26
2025-05-14 13F Luminist Capital LLC 0 -100.00 0
2025-07-25 13F Sovereign Financial Group, Inc. 10,624 -5.69 1,169 -6.55
2025-08-07 13F Commerce Bank 41,805 -1.31 4,600 -2.23
2025-08-06 13F Nvwm, Llc 1,860 -61.63 205 -62.08
2025-08-14 13F Wetherby Asset Management Inc 0 -100.00 0
2025-08-14 13F Millennium Management Llc 9,053 -56.80 996 -57.22
2025-07-07 13F Wesbanco Bank Inc 10,779 -4.72 1,186 -5.57
2025-07-25 13F SPC Financial, Inc. 2,269 -4.26 250 -5.32
2025-09-05 13F Ghe, Llc 0 -100.00 0
2025-07-18 13F Consolidated Portfolio Review Corp 5,086 -1.15 560 -2.10
2025-07-30 13F Whittier Trust Co Of Nevada Inc 2,444 -17.57 269 -18.54
2025-07-15 13F GSB Wealth Management, LLC 3,614 -1.47 397 -2.70
2025-08-14 13F Two Sigma Investments, Lp 571,200 -11.59 62,855 -12.43
2025-08-04 13F Spire Wealth Management 72,979 -12.88 7,984 -14.21
2025-08-28 NP POACX - Aristotle Portfolio Optimization Conservative Fund Class C 28,886 -29.41 3,179 -30.08
2025-04-10 13F SMI Advisory Services, LLC 0 -100.00 0
2025-05-14 13F Walleye Trading LLC Call 0 -100.00 0 -100.00
2025-04-29 13F Centered Wealth LLC dba Miller Equity Capital Advisors 0 -100.00 0
2025-08-28 NP POBAX - Aristotle Portfolio Optimization Moderate Conservative Fund Class A 17,465 -59.46 1,922 -59.85
2025-04-28 13F Mainstream Capital Management LLC 0 -100.00 0
2025-05-06 13F Goodwin Investment Advisory 0 -100.00 0
2025-07-21 13F Credential Securities Inc. 0 -100.00 0 -100.00
2025-08-07 13F PFG Advisors 0 -100.00 0
2025-08-06 13F Cannon Financial Strategists, Inc. 15,971 -12.88 1,757 -13.70
2025-07-17 13F Summit Financial Strategies, Inc. 1,903 -2.91 209 -3.69
2025-07-22 13F 4Thought Financial Group Inc. 2,620 -3.64 288 -4.64
2025-07-23 13F Tcfg Wealth Management, Llc 3,641 -12.22 401 -13.04
2025-07-08 13F Rise Advisors, LLC 233 -27.19 26 -28.57
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 375,093 -26.09 41 -26.79
2025-08-14 13F Financial Engines Advisors L.L.C. 9,985 -4.03 1,099 -4.93
2025-04-25 13F New Wave Wealth Advisors Llc 0 -100.00 0
2025-08-13 13F Virtue Capital Management, LLC 0 -100.00 0
2025-08-05 13F Prosperity Consulting Group, LLC 3,353 -79.79 369 -80.03
2025-07-10 13F Global Financial Private Client, LLC 0 -100.00 0
2025-08-13 13F Fortress Financial Solutions, LLC 2,143 -8.61 236 -9.62
2025-08-01 13F Bank of Jackson Hole Trust 892 -17.56 98 -17.65
2025-07-22 13F Miracle Mile Advisors, LLC 44,509 -1.40 4,898 -2.33
2025-08-27 NP RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity Short -248 78.42 -27 80.00
2025-08-14 13F Note Advisors, LLC 7,249 -0.47 798 -1.48
2025-08-01 13F Brookwood Investment Group LLC 19,272 -0.27 2,121 -1.21
2025-08-14 13F Engineers Gate Manager LP 0 -100.00 0
2025-07-23 13F Fulton Breakefield Broenniman Llc 83,118 -4.47 9,146 -5.37
2025-08-13 13F Grove Street Fiduciary, LLC 2,270 -0.79 250 -1.97
2025-08-01 13F James Investment Research Inc 29,370 -15.47 3,232 -16.27
2025-08-05 13F Sumitomo Life Insurance Co 1,020,184 -36.55 112,261 -37.14
2025-08-13 13F Natixis Advisors, L.p. 64,398 -17.32 7 -12.50
2025-08-18 13F N.E.W. Advisory Services LLC 3,156 -8.02 347 -8.92
2025-08-08 13F Wealth Quarterback LLC 3,020 -11.90 332 -12.63
2025-07-30 13F Brookstone Capital Management 12,935 -0.81 1,423 -1.73
2025-05-15 13F Cambria Investment Management, L.P. 0 -100.00 0
2025-08-13 13F Cresset Asset Management, LLC 7,368 -2.37 811 -3.34
2025-08-07 13F Resources Investment Advisors, LLC. 61,709 -1.31 6,790 -2.25
2025-08-14 13F Great Valley Advisor Group, Inc. 51,595 -18.75 5,678 -19.52
2025-08-27 13F Cypress Capital Advisors, LLC 42,867 -2.70 4,717 -3.62
2025-07-17 13F Hanson & Doremus Investment Management 3,168 -55.99 0
2025-08-14 13F Safeguard Investment Advisory Group, LLC 6,235 -0.56 686 -1.44
2025-08-14 13F Headlands Technologies LLC 0 -100.00 0 -100.00
2025-07-14 13F Farmers & Merchants Investments Inc 65 -42.48 7 -41.67
2025-07-31 13F Gill Capital Partners, Llc 7,236 -3.43 796 -4.33
2025-08-05 13F Dynasty Wealth Management, Llc 407,796 -1.09 44,874 -2.02
2025-08-11 13F FineMark National Bank & Trust 7,913 -0.63 871 -1.58
2025-07-15 13F SJS Investment Consulting Inc. 0 -100.00 0
2025-08-06 13F First Horizon Advisors, Inc. 42,034 -15.34 4,626 -16.14
2025-07-25 13F Gibson Capital, LLC 5,287 -5.77 582 -6.74
2025-05-07 13F Advantage Trust Co 0 -100.00 0
2025-07-30 13F Eqis Capital Management, Inc. 12,557 -5.39 1,382 -6.31
2025-08-08 13F United Asset Strategies, Inc. 2,752 -8.17 303 -9.04
2025-05-14 13F Flow Traders U.s. Llc 0 -100.00 0
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 81,558 -24.83 8,975 -25.55
2025-07-29 13F Salomon & Ludwin, LLC 12 -29.41 1 0.00
2025-07-15 13F Fortitude Family Office, LLC 30,872 -14.18 3,397 -14.99
2025-08-05 13F Tiaa Trust, National Association 41,559 -44.86 4,573 -45.38
2025-08-13 13F Townsquare Capital Llc 8,622 -96.97 949 -97.00
2025-07-25 13F Sequoia Financial Advisors, LLC 7,513 -5.35 827 -6.24
2025-08-12 13F Gladstone Institutional Advisory LLC 3,152 -0.91 347 -1.98
2025-07-23 13F Bellevue Asset Management, Llc 0 -100.00 0
2025-08-07 13F Verus Capital Partners, Llc 5,527 -5.68 608 -6.61
2025-05-14 13F REAP Financial Group, LLC 0 -100.00 0
2025-08-11 13F TRUE Private Wealth Advisors 5,969 -1.45 657 -2.38
2025-05-08 13F Endeavor Private Wealth, Inc. 0 -100.00 0
2025-04-29 13F Lee Danner & Bass Inc 0 -100.00 0
2025-04-15 13F Parsons Capital Management Inc/ri 0 -100.00 0
2025-08-07 13F Cypress Capital, LLC 170,467 -1.26 18,758 -2.20
2025-04-17 13F Rebalance, Llc 0 -100.00 0
2025-08-14 13F Ausdal Financial Partners, Inc. 18,506 -3.08 2,036 -4.01
2025-07-21 13F Ascent Group, LLC 5,791 -12.97 637 -13.80
2025-07-21 13F Successful Portfolios LLC 2,766 -0.72 304 -1.62
2025-08-13 13F Walleye Trading LLC 0 -100.00 0
2025-07-24 13F KFA Private Wealth Group, LLC 0 -100.00 0
2025-04-09 13F LVW Advisors, LLC 0 -100.00 0
2025-08-04 13F Arkadios Wealth Advisors 3,113 -3.80 343 -4.74
2025-07-24 13F Us Bancorp \de\ 36,876 -3.18 4,058 -4.09
2025-08-11 13F Private Advisor Group, LLC 41,940 -4.73 4,615 -5.62
2025-07-07 13F Fox Hill Wealth Management 9,458 -1.40 1,041 -2.35
2025-03-12 13F Centaurus Financial, Inc. 0 -100.00 0
2025-05-12 13F Scissortail Wealth Management, LLC 0 -100.00 0
2025-07-28 13F Harbour Investments, Inc. 14,287 -6.75 1,572 -7.58
2025-08-07 13F Shared Vision Wealth Group LLC 2,104 -24.10 231 -25.08
2025-07-15 13F Bfsg, Llc 402 -15.90 44 -16.98
2025-08-12 13F Graham Capital Wealth Management, Llc 2,195 -5.06 242 -5.86
2025-07-03 13F Sage Capital Advisors,llc 46,289 -11.67 5,094 -12.51
2025-08-27 NP RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P Short -148 38.32 -16 45.45
2025-08-13 13F Shepherd Financial Partners LLC 5,048 -31.61 556 -32.23
2025-08-12 13F OneAscent Financial Services LLC 11,334 -63.71 1 -66.67
2025-07-21 13F J2 Capital Management Inc 0 -100.00 0
2025-08-11 13F Rothschild Investment Llc 444 -11.73 49 -12.73
2025-08-14 13F Wealth Advisors of Tampa Bay, LLC 0 -100.00 0
2025-08-06 13F Stokes Family Office, LLC 0 -100.00 0
2025-07-15 13F Mather Group, Llc. 0 -100.00 0
2025-08-12 13F Inscription Capital, LLC 6,380 -12.75 702 -10.57
2025-08-14 13F Bluefin Capital Management, Llc 0 -100.00 0
2025-07-17 13F LexAurum Advisors, LLC 2,297 -21.15 253 -21.98
2025-05-15 13F All Terrain Financial Advisors, LLC 0 -100.00 0
2025-08-12 13F Rock Creek Group, LP 249,692 -16.33 27,476 64.30
2025-07-25 13F Bull Street Advisors, LLC 20,178 -6.92 2 0.00
2025-08-04 13F Mayflower Financial Advisors, LLC 3,715 -1.72 409 -2.63
2025-07-14 13F BlueSky Wealth Advisors, LLC 108,741 -2.76 11,966 -3.68
2025-08-07 13F Samalin Investment Counsel, LLC 25,396 -2.09 2,795 -3.02
2025-07-28 13F Sterling Financial Planning, Inc. 15,566 -1.95 1,713 -2.89
2025-07-28 13F Courier Capital Llc 11,077 -14.21 1,219 -15.06
2025-07-22 13F Sage Financial Group Inc 27,779 -2.14 3,057 -3.08
2025-06-24 NP TNLIX - 1290 Retirement 2035 Fund Class I 682 -4.21 75 -1.32
2025-05-12 13F Kohmann Bosshard Financial Services, LLC 0 -100.00 0
2025-08-12 13F Founders Financial Alliance, LLC 520 -26.76 57 -26.92
2025-07-31 13F 3EDGE Asset Management, LP 368,064 -76.43 40,457 -76.67
2025-08-14 13F Atomi Financial Group, Inc. 9,535 -2.48 1,049 -3.41
2025-07-21 13F Tilia Fiduciary Partners, Inc. 5,623 -9.26 619 -10.17
2025-07-08 13F Webster Bank, N. A. 1,916 -5.71 211 -6.67
2025-08-04 13F Pinnacle Associates Ltd 9,116 -2.48 1,003 -3.37
2025-08-19 13F National Asset Management, Inc. 7,285 -33.98 802 -31.83
2025-04-18 13F Global Trust Asset Management, LLC 0 -100.00 0
2025-08-12 13F Franklin Resources Inc 37,124 -3.61 4,085 -4.51
2025-08-28 NP EDGF - 3EDGE Dynamic Fixed Income ETF 161,864 -1.79 17,812 -2.72
2025-07-31 13F AlTi Global, Inc. 2,474 -0.76 272 -1.45
2025-07-11 13F William Howard & Co Financial Advisors Inc 13,251 -9.01 1,458 -9.83
2025-07-25 13F NorthRock Partners, LLC 196 -6.67 22 -8.70
2025-07-31 13F Hanlon Investment Management, Inc. 13,544 -7.90 1,490 -8.76
2025-08-12 13F Global Retirement Partners, LLC 7,095 -29.33 781 -27.03
2025-08-12 13F one8zero8, LLC 0 -100.00 0
2025-08-12 13F Bokf, Na 90,872 -0.09 10,000 -1.04
2025-04-11 13F LifeGuide Financial Advisors, LLC 0 -100.00 0
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 6,101 -0.94 671 -1.90
2025-07-14 13F Narus Financial Partners, LLC 1,977 -3.94 218 -4.82
2025-05-14 13F Caitlin John, LLC 0 -100.00 0
2025-07-23 13F Valmark Advisers, Inc. 3,468 -0.72 382 -1.80
2025-07-29 13F Woodard & Co Asset Management Group Inc /adv 2,000 -4.76 220 -5.58
2025-08-12 13F Waterloo Capital, L.P. 0 -100.00 0
2025-07-14 13F AdvisorNet Financial, Inc 3,659 -17.27 403 -18.13
2025-08-13 13F Cerity Partners LLC 54,007 -55.77 5,943 -56.19
2025-08-13 13F BCJ Capital Management, LLC 11,570 -61.55 1,273 -61.91
2025-07-29 13F Foster & Motley Inc 33,203 -3.42 4 0.00
2025-08-01 13F Financial Counselors Inc 0 -100.00 0
2025-07-07 13F Insight Wealth Strategies, LLC 0 -100.00 0
2025-07-16 13F Dakota Wealth Management 279,581 -0.93 30,765 -1.87
2025-08-14 13F Cantor Fitzgerald, L. P. 0 -100.00 0
2025-06-24 NP TNJIX - 1290 Retirement 2025 Fund Class I 95 -15.93 10 -16.67
2025-07-23 13F Godsey & Gibb Associates 0 -100.00 0
2025-07-24 13F IFP Advisors, Inc 34,840 -1.53 3,834 -2.47
2025-07-21 13F Synergy Financial Management, LLC 0 -100.00 0
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 90,000 -7.97 9,904 -8.48
2025-07-23 13F Kingswood Wealth Advisors, Llc 1,819 -4.96 200 -5.66
2025-07-16 13F Perigon Wealth Management, LLC 21,226 -1.56 2,336 -2.51
2025-07-15 13F Axis Wealth Partners, LLC 3,336 -1.91 367 -2.65
2025-07-31 13F Glass Jacobson Investment Advisors llc 2,258 -77.82 248 -77.12
2025-08-13 13F Marshall Wace, Llp 387,745 -43.67 42,667 -44.20
2025-04-22 13F 5T Wealth, LLC 0 -100.00 0
2025-07-23 13F Axos Invest Inc. 55,880 -2.51 6,149 -3.42
2025-07-07 13F Bangor Savings Bank 199 -8.72 22 -12.50
2025-07-23 13F Arcataur Capital Management LLC 10,504 -1.87 1,156 -2.86
2025-07-22 13F MGO Private Wealth, LLC 0 -100.00 0
2025-08-11 13F Brass Tax Wealth Management, Inc 15,799 -3.59 1,739 -4.51
2025-08-14 13F Arete Wealth Advisors, LLC 17,289 -55.68 2 -75.00
2025-07-29 13F Easterly Investment Partners Llc 68,080 -1.45 7,492 -2.38
2025-05-14 13F Oarsman Capital, Inc. 0 -100.00 0 -100.00
2025-04-30 13F Horst & Graben Wealth Management LLC 0 -100.00 0
2025-07-15 13F Norden Group Llc 8,041 -48.97 885 -49.49
2025-07-31 13F City State Bank 15,180 -1.91 1,670 -2.85
2025-08-13 13F Rosenblum Silverman Sutton S F Inc /ca 5,070 -0.78 558 -1.76
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 3,813 -78.01 420 -78.25
2025-08-08 13F WASHINGTON TRUST Co 17,588 -3.10 1,935 -4.02
2025-08-07 13F Readystate Asset Management Lp 0 -100.00 0
2025-07-11 13F Windsor Capital Management, LLC 2,238 -3.74 246 -4.65
2025-07-21 13F Pflug Koory, LLC 14,861 -3.17 1,635 -4.11
2025-07-24 13F Verger Capital Management LLC 99,906 -0.14 10,994 -1.08
2025-07-18 13F Union Bancaire Privee, UBP SA 0 -100.00 0
2025-07-22 13F Global Assets Advisory, LLC 2,270 -61.92 249 -62.02
2025-05-16 13F Coordinated Financial Services, Inc./CO 0 -100.00 0
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100.00 0
2025-08-05 13F Aviance Capital Partners, LLC 8,734 -3.68 961 -4.57
2025-07-03 13F First Hawaiian Bank 2,426 -4.71 267 -5.67
2025-08-06 13F Florin Court Capital LLP 5,700 -22.97 627 -23.72
2025-07-22 13F Wealthcare Advisory Partners LLC 11,593 -2.53 1,276 -3.48
2025-08-05 13F Golden Bell Financial Planning LLC 20,961 -5.10 2,307 -5.99
2025-07-29 13F Latitude Advisors, LLC 4,387 -6.82 483 -7.84
2025-08-14 13F/A Barclays Plc 26,514 -7.56 3 -33.33
2025-08-07 13F Pinnacle Holdings, LLC 2,009 -5.19 221 -5.96
2025-08-07 13F Private Advisory Group LLC 21,764 -3.45 2,395 -4.39
2025-07-10 13F Focus Financial Network, Inc. 4,834 -3.13 532 -4.15
2025-07-28 13F RFG Advisory, LLC 30,755 -17.62 3,384 -18.40
2025-05-13 13F Quadrature Capital Ltd 0 -100.00 0
2025-08-14 13F Citadel Advisors Llc Put 0 -100.00 0
2025-08-13 13F Quadrant Capital Group Llc 0 -100.00 0
2025-04-16 13F Fort Washington Investment Advisors Inc /oh/ 0 -100.00 0
2025-07-14 13F E&G Advisors, LP 13,737 -8.28 1,511 -9.15
2025-07-21 13F Financial Architects, LLC 0 -100.00 0
2025-07-17 13F Willow Creek Wealth Management Inc. 9,817 -1.07 1,080 -2.00
2025-05-06 13F Venturi Wealth Management, LLC 0 -100.00 0
2025-08-14 13F Headinvest, Llc 3,127 -21.81 344 -22.52
2025-08-12 13F Pathstone Holdings, LLC 2,983 -53.73 328 -54.19
2025-07-15 13F RTD Financial Advisors, Inc. 127,659 -2.22 14,048 -3.15
2025-07-24 13F Cyndeo Wealth Partners, LLC 3,331 -2.72 367 -3.68
2025-08-14 13F Vista Capital Partners, Inc. 2,260 -1.82 249 -2.75
2025-07-30 13F TFB Advisors LLC 9,034 -5.18 994 -6.05
2025-08-04 13F Creative Financial Designs Inc /adv 343 -44.05 38 -45.59
2025-07-16 13F ORG Partners LLC 2,233 -1.41 246 -1.99
2025-08-13 13F Mount Yale Investment Advisors, LLC 4,199 -0.99 462 -1.91
2025-07-23 13F High Note Wealth, LLC 0 -100.00 0
2025-08-14 13F Oxford Financial Group Ltd 3,216 -0.31 354 -1.40
2025-08-14 13F Stifel Financial Corp 332,653 -1.22 36,605 -2.16
2025-08-11 13F Advisor Resource Council 0 -100.00 0
2025-08-13 13F EverSource Wealth Advisors, LLC 243 -27.03 27 -27.78
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100.00 0
2025-08-08 13F Creative Planning 96,262 -5.65 10,593 -6.55
2025-08-01 13F Gwn Securities Inc. 0 -100.00 0
2025-07-23 13F Friedenthal Financial 194 -10.60 21 -12.50
2025-08-13 13F Boston Family Office Llc 2,021 -15.83 0
2025-07-18 13F Truist Financial Corp 125,526 -3.23 13,813 -4.15
2025-07-22 13F Belpointe Asset Management LLC 1,847 -78.00 203 -78.22
2025-07-09 13F Procyon Private Wealth Partners, LLC 14,611 -7.38 1,608 -8.28
2025-07-25 13F Concord Wealth Partners 95 -43.11 10 -44.44
2025-08-08 13F Gts Securities Llc 12,824 -53.82 1,411 -54.26
2025-08-12 13F Edmond De Rothschild Holding S.a. 13,943 -40.86 1,534 -41.43
2025-07-28 13F Kiker Wealth Management, LLC 160 -3.03 18 -5.56
2025-08-07 13F Runnymede Capital Advisors, Inc. 0 -100.00 0
2025-07-25 13F Ellis Investment Partners, LLC 16,059 -3.73 1,767 -4.64
2025-08-15 13F Provenance Wealth Advisors, LLC 0 -100.00 0
2025-08-13 13F Baker Avenue Asset Management, LP 2,498 -16.93 275 -17.96
2025-07-15 13F Palumbo Wealth Management LLC 0 -100.00 0
2025-07-14 13F Mechanics Bank Trust Department 0 -100.00 0
2025-08-13 13F SageView Advisory Group, LLC 3,633 -9.60 399 -10.76
2025-07-17 13F Tritonpoint Wealth, Llc 7,341 -0.19 808 -1.22
2025-08-12 13F Country Trust Bank 59 -33.71 6 -33.33
2025-05-12 13F Clarity Wealth Development LLC 0 -100.00 0
2025-07-21 13F Ameritas Advisory Services, LLC 5,460 -36.85 601 -36.24
2025-07-29 13F Interactive Financial Advisors 9,799 -3.16 1,078 -4.09
2025-07-08 13F Canandaigua National Bank & Trust Co 6,217 -10.92 684 -11.74
2025-03-21 13F Prostatis Group LLC 0 -100.00 0
2025-04-21 13F PSI Advisors, LLC 0 -100.00 0
2025-07-18 13F WealthNavi Inc. 764,530 -4.13 84 -4.55
2025-08-13 13F Stablepoint Partners, LLC 65,210 -2.03 7,176 -2.95
2025-08-14 13F Peapack Gladstone Financial Corp 12,596 -24.05 1 0.00
2025-07-15 13F Kwmg, Llc 273,799 -0.67 30,129 -1.61
2025-08-06 13F Csenge Advisory Group 15,225 -1.29 1,664 -1.07
2025-07-29 13F Stratos Wealth Advisors, LLC 2,920 -29.26 321 -29.91
2025-08-06 13F Founders Financial Securities Llc 14,125 -24.99 1,554 -25.11
2025-05-12 13F Independent Advisor Alliance 0 -100.00 0
2025-07-21 13F Hilltop National Bank 330 -0.30 36 2.86
2025-07-11 13F Farther Finance Advisors, LLC 23,565 -0.05 2,593 -0.42
2025-08-08 13F Family Firm, Inc. 88,034 -0.77 9,687 -1.70
2025-08-07 13F Alpha Cubed Investments, LLC 6,914 -18.32 761 -19.15
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 9,027 -2.94 993 -2.93
2025-07-29 13F Planned Solutions, Inc. 6,707 -5.01 738 -5.87
2025-08-14 13F Mission Creek Capital Partners, Inc. 5,863 -0.95 645 -1.83
2025-06-26 NP BlackRock Funds III - BlackRock LifePath ESG Index Retirement Fund Class K This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,237 -7.47 579 -5.40
2025-03-18 13F/A Bank Of America Corp /de/ Put 0 -100.00 0 -100.00
2025-08-13 13F VestGen Advisors, LLC 0 -100.00 0
2025-08-14 13F Coastal Bridge Advisors, LLC 26,134 -0.18 2,876 -1.13
2025-08-14 13F Snowden Capital Advisors LLC 15,659 -9.65 1,723 -10.49
2025-07-28 13F Rik Saylor Financial, Inc. 6,151 -0.45 677 -1.46
2025-07-21 13F Atwater Malick LLC 6,573 -6.07 723 -6.95
2025-08-14 13F Financial Network Wealth Advisors LLC 2,394 -74.04 263 -74.32
2025-07-31 13F FSM Wealth Advisors, LLC 3,841 -0.60 420 -2.33
2025-07-14 13F Sowell Financial Services LLC 7,482 -2.41 823 -3.29
2025-07-03 13F Fiduciary Financial Group, Llc 9,358 -1.91 1,026 -0.39
2025-08-12 13F One Charles Private Wealth Services, LLC 0 -100.00 0
2025-06-26 NP BlackRock Funds III - BlackRock LifePath ESG Index 2040 Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,308 -3.26 587 -1.01
2025-08-14 13F Integrated Wealth Concepts LLC 12,636 -2.45 1,390 -3.34
2025-08-06 13F Adviser Investments LLC 1,914 -81.05 211 -81.27
2025-08-14 13F Glen Eagle Advisors, LLC 4,406 -2.54 485 -3.59
2025-08-12 13F Steward Partners Investment Advisory, Llc 33,638 -6.39 3,701 -7.27
2025-07-21 13F Credential Qtrade Securities Inc. 0 -100.00 0 -100.00
2025-05-02 13F Transcendent Capital Group LLC 0 -100.00 0
2025-08-12 13F Frontier Asset Management, LLC 74,138 -1.70 8,158 -2.63
2025-08-13 13F StoneX Group Inc. 9,769 -6.36 1,075 -7.25
2025-07-24 13F Stonebridge Financial Group, LLC 0 -100.00 0
2025-07-14 13F Park Avenue Securities Llc 6,927 -9.26 1
2025-08-05 13F Strategic Financial Concepts, LLC 0 -100.00 0
2025-07-25 13F Ruedi Wealth Management, Inc. 0 -100.00 0
2025-08-07 13F Atala Financial Inc 0 -100.00 0
2025-08-04 13F Pensionmark Financial Group, Llc 2,448 -26.33 269 -27.10
2025-07-18 13F Viewpoint Investment Partners Corp 318,500 -51.28 35,048 -51.75
2025-05-15 13F Hall Laurie J Trustee 0 -100.00 0
2025-08-12 13F Journey Strategic Wealth Llc 2,155 -5.52 237 -6.32
2025-07-18 13F Institute for Wealth Management, LLC. 2,006 -0.69 221 -1.79
2025-07-09 13F Lake Hills Wealth Management, LLC 0 -100.00 0
2025-08-04 13F WNY Asset Management, LLC 2,114 -3.16 233 -4.13
2025-08-08 13F TD Capital Management LLC 0 -100.00 0
2025-08-14 13F Cambridge Associates Llc /ma/ /adv 17,842 -83.91 1,963 -84.06
2025-08-14 13F Partners Capital Investment Group, Llp 524,888 -48.74 57,759 -49.23
2025-08-13 13F Financial & Tax Architects, LLC 56,878 -2.75 6,259 -3.68
2025-08-14 13F Mml Investors Services, Llc 251,055 -0.92 28 -3.57
2025-08-15 13F WFA of San Diego, LLC 3,659 -4.19 403 -4.51
2025-08-11 13F Brown Brothers Harriman & Co 19 -52.50 2 -50.00
2025-07-15 13F Fifth Third Bancorp 8,690 -5.53 956 -6.37
2025-08-14 13F CIBC World Markets Inc. 24,178 -2.33 2,661 -3.27
2025-08-06 13F SOUTH STATE Corp 14,443 -3.07 1,589 -3.99
2025-08-06 13F Grey Fox Wealth Advisors, LLC 11,541 -0.13 1,270 -1.01
2025-08-12 13F Stelac Advisory Services LLC 54,234 -3.05 5,968 -3.97
2025-08-13 13F Fisher Asset Management, LLC 5,362 -19.61 590 -20.27
2025-07-30 13F Journey Advisory Group, LLC 3,812 -9.50 419 -10.28
2025-08-22 13F Carter Financial Group, INC. 0 -100.00 0
2025-07-16 13F Old Port Advisors 2,715 -14.33 299 -15.34
2025-07-17 13F Walker Asset Management, LLC 2,631 -2.01 290 -3.02
2025-08-14 13F FIL Ltd 1,256,123 -48.83 138,224 -49.32
2025-08-14 13F Mercer Global Advisors Inc /adv 75,551 -4.96 8,314 -5.86
2025-08-08 13F Larson Financial Group LLC 19,408 -7.63 2,136 -8.53
2025-04-11 13F Princeton Global Asset Management LLC 0 -100.00 0
2025-08-08 13F SG Americas Securities, LLC 99,294 -65.93 11 -68.75
2025-07-25 13F We Are One Seven, LLC 18,499 -4.38 2,036 -5.30
2025-07-16 13F BOS Asset Management, LLC 9,979 -0.50 1,098 -1.44
2025-07-10 13F Bath Savings Trust Co 6,338 -4.62 697 -5.56
2025-08-11 13F Pinnacle Financial Group, LLC / IL 3,708 -2.60 408 -3.32
2025-07-25 13F Parker Financial LLC 4,476 -1.06 493 -1.99
2025-07-30 13F Red Crane Wealth Management, Llc 2,335 -10.57 257 -11.72
2025-07-30 13F Financial Perspectives, Inc 0 -100.00 0
2025-08-06 13F Regimen Wealth, Llc 0 -100.00 0
2025-07-28 13F Perfromance Wealth Partners, LLC 9,740 -1.12 1,072 -2.10
2025-07-17 13F Janney Capital Management LLC 2,674 -2.73 0
2025-07-29 13F International Assets Investment Management, Llc 0 -100.00 0
2025-08-12 13F Coldstream Capital Management Inc 2,208 -4.29 243 -5.47
2025-07-11 13F Seacrest Wealth Management, Llc 5,888 -0.78 648 -1.82
2025-07-08 13F Goldstone Financial Group, LLC 2,054 -0.10 225 -1.75
2025-08-06 13F Stone House Investment Management, LLC 387 -2.27 43 -2.33
2025-08-14 13F Jane Street Group, Llc 2,104 -88.50 232 -88.63
2025-08-05 13F Sigma Planning Corp 29,519 -3.88 3,248 -4.78
2025-07-15 13F Patriot Investment Management Inc. 10,376 -8.34 1,142 -9.23
2025-08-14 13F Capitolis Liquid Global Markets LLC 50,000 -50.00 5,502 -50.34
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