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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 30,424 | -24.40 | 1,531 | -24.44 | ||||
| 2025-07-22 | 13F | Acute Investment Advisory, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 70,685 | -51.94 | 3,556 | -51.96 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 27,251 | -3.90 | 1,371 | -3.93 | ||||
| 2025-05-13 | 13F | Camden Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 138,054 | -0.57 | 6,946 | -0.62 | ||||
| 2025-07-30 | NP | GCC - WisdomTree Enhanced Commodity Strategy Fund N/A | 107,807 | -12.90 | 5,425 | -12.98 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,594 | -0.20 | 734 | -0.14 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 65,681 | -51.28 | 3,304 | -51.30 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 30,622 | -2.75 | 1,541 | -2.78 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 171,499 | -24.70 | 8,628 | -24.73 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 92,388 | -2.48 | 4,648 | -2.52 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 16,166 | -50.45 | 813 | -50.49 | ||||
| 2025-05-13 | 13F | Centerpoint Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | First PREMIER Bank | 26,643 | -1.24 | 1 | 0.00 | ||||
| 2025-04-23 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 41,417 | -43.98 | 2,085 | -43.99 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 83,064 | -31.90 | 4,179 | -31.92 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | Ehrlich Financial Group | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 45,712 | -3.55 | 2,300 | -3.61 | ||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 18,922 | -9.88 | 952 | -9.85 | ||||
| 2025-07-10 | 13F | Stonekeep Investments, LLC | 418,448 | -3.33 | 21,052 | -3.36 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1,300,097 | -14.20 | 65,408 | -14.24 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 8,816 | -22.48 | 444 | -22.55 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 4,960 | -0.70 | 250 | -0.80 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5,959 | -20.44 | 300 | -20.48 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 7,418 | -67.17 | 373 | -67.19 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-04-03 | 13F | Versant Capital Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 32,096 | -7.60 | 1,615 | -7.67 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 56,055 | -4.68 | 2,820 | -4.70 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,173 | -99.87 | 59 | -99.87 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 22,782 | -20.95 | 1,146 | -20.97 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 833,043 | -2.56 | 41,910 | -2.60 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 27,564 | -2.30 | 1,387 | -2.33 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 2,264 | -46.95 | 114 | -47.20 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 33,503 | -13.36 | 1,686 | -13.41 | ||||
| 2025-08-12 | 13F | Main Management LLC | 3,043 | -9.33 | 0 | |||||
| 2025-07-31 | 13F | CAP Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | CoreFirst Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 10,163 | -82.12 | 511 | -82.13 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 27,893 | -82.56 | 1,403 | -82.57 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | WTMF - WisdomTree Managed Futures Strategy Fund N/A | 136,563 | -5.27 | 6,872 | -5.35 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 95 | -61.38 | 5 | -66.67 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 15,002 | -34.49 | 755 | -34.55 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 297,986 | -21.50 | 14,989 | -21.55 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-03-24 | NP | EATV - VegTech Plant-based Innovation & Climate ETF | 1,173 | -15.00 | 59 | -14.49 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 4,976 | -23.90 | 250 | -24.01 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 717,475 | -52.70 | 36,096 | -52.72 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 13,083 | -0.42 | 658 | -0.45 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 134 | -8.22 | 7 | -14.29 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 24,629 | -16.37 | 1,239 | -16.40 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 25,201 | -57.66 | 1 | -50.00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 19,119 | -62.75 | 1 | -100.00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 144,599 | -14.61 | 7,275 | -14.64 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 65,280 | -31.15 | 3,284 | -31.18 | ||||
| 2025-05-07 | 13F | Security Financial Services, INC. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 32,071 | -77.41 | 1,613 | -77.42 | ||||
| 2025-07-15 | 13F | Cassia Capital Partners, LLC | 400,136 | -2.76 | 20,131 | -2.80 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7,560 | -75.40 | 380 | -75.42 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 6,592 | -14.30 | 332 | -14.47 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,008,963 | -0.77 | 50,761 | -0.81 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 20,818 | -60.23 | 1,047 | -60.25 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 338,567 | -13.13 | 17,030 | -13.18 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 14,370 | -8.90 | 723 | -8.95 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 81,172 | -39.69 | 4,084 | -39.72 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 8 | -80.00 | 0 | -100.00 | ||||
| 2025-04-25 | 13F | Essex LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 11,896 | -36.79 | 599 | -36.85 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,889 | -59.59 | 145 | -59.61 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 20,274,928 | -2.69 | 1,020,032 | -2.73 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 15,240 | -2.79 | 767 | -2.79 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 10,101 | -0.27 | 508 | -0.20 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 672 | -0.74 | 34 | -2.94 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 156,178 | -17.94 | 7,857 | -17.98 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 260,520 | -6.21 | 13,107 | -6.25 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 22,976 | -87.64 | 1,156 | -87.65 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 670,826 | -10.74 | 33,749 | -10.78 | ||||
| 2025-08-05 | 13F | Garrison Bradford & Associates Inc | 23,700 | -11.73 | 1,192 | -11.77 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 1,056 | -54.07 | 53 | -53.91 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 14,683 | -5.99 | 739 | -6.11 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 115,101 | -0.19 | 5,791 | -0.22 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 66,288 | -1.46 | 3,335 | -1.51 | ||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 28 | -36.36 | 1 | -50.00 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 129,623 | -12.67 | 6,521 | -12.70 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 22,842 | -7.69 | 1,149 | -7.71 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 25,365 | -63.84 | 1,276 | -63.85 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 199,947 | -41.88 | 10,059 | -41.90 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 34,745 | -8.79 | 1,748 | -8.82 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,300 | -1.81 | 65 | -1.52 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 58,828 | -0.61 | 2,960 | -0.64 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 18,293 | -1.44 | 920 | -1.50 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 6,870 | -5.37 | 346 | -5.48 | ||||
| 2025-06-03 | 13F | CWM Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 127,355 | -8.07 | 6,407 | -8.10 | ||||
| 2025-04-10 | 13F | Trinity Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 4,649 | -1.17 | 234 | -0.85 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 10,531 | -19.14 | 530 | -19.24 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 5,882 | -0.03 | 296 | -0.34 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 74,205 | -5.25 | 3,733 | -5.28 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 5,658 | -26.00 | 285 | -26.04 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 77,150 | -27.18 | 3,881 | -27.21 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 85,967 | -18.08 | 4,325 | -18.10 | ||||
| 2025-07-08 | 13F | Parisi Gray Wealth Management | 200,410 | -7.83 | 10,083 | -7.87 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 110,105 | -1.34 | 5,539 | -1.37 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 1,180,302 | -7.57 | 59,381 | -7.61 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 62,358 | -0.70 | 3,137 | -0.73 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 781 | -64.61 | 39 | -64.86 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 83,720 | -0.05 | 4,212 | -0.09 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 708,479 | -8.59 | 35,644 | -8.62 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 28,438 | -44.31 | 1,431 | -44.34 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 168,677 | -66.84 | 8,486 | -66.85 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | WTSIX - WisdomTree Short-Duration Income Digital Fund N/A | 3,031 | -0.20 | 152 | 0.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 52,931 | -3.28 | 2,663 | -3.34 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 93,775 | -21.45 | 4,718 | -21.49 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 43,218 | -1.43 | 2,174 | -1.45 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 810,809 | -18.51 | 40,792 | -18.54 | ||||
| 2025-05-13 | 13F | American Money Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 550,875 | -40.46 | 27,715 | -40.49 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 60,755 | -56.44 | 3,057 | -56.47 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 55,273 | -20.28 | 2,781 | -20.32 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 325,653 | -46.73 | 16 | -46.67 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 85,868 | -18.19 | 4 | -20.00 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 88,238 | -1.48 | 4,441 | -1.46 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 213,068 | -1.78 | 10,719 | -1.81 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 38,026 | -0.41 | 1,913 | -0.42 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 170,168 | -30.55 | 8,561 | -30.56 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 109,247 | -44.18 | 5,496 | -44.20 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 18,510 | -36.27 | 931 | -36.28 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 69,659 | -5.18 | 3,505 | -5.22 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 27,048 | -48.71 | 1,361 | -48.76 | ||||
| 2025-04-29 | 13F | Richard Bernstein Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 38,794 | -3.06 | 1,952 | -3.13 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Melfa Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 257,570 | -4.83 | 12,958 | -4.91 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 72,444 | -1.39 | 3,645 | -1.43 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 145,815 | -1.79 | 7,336 | -1.83 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6,909 | -12.59 | 348 | -12.59 | ||||
| 2025-07-23 | 13F/A | Euro Pacific Asset Management, LLC | 6,720 | -62.07 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 106,829 | -6.55 | 5,375 | -6.59 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 9,862 | -6.02 | 496 | -6.06 | ||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 4,974,575 | -11.14 | 250,271 | -11.18 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 34,779 | -20.63 | 1,750 | -20.68 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 9,932 | -6.65 | 500 | -6.73 | ||||
| 2025-07-30 | NP | WTPI - WisdomTree CBOE S&P 500 PutWrite Strategy Fund N/A | 199,685 | -4.45 | 10,048 | -4.52 | ||||
| 2025-07-10 | 13F | Guided Capital Wealth Management, LLC | 238,750 | -12.78 | 12,012 | -12.82 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 293,335 | -30.24 | 14,758 | -30.27 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 309,244 | -5.25 | 15,580 | -5.12 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 31,536 | -80.46 | 1,587 | -80.47 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 444,514 | -10.94 | 22,364 | -10.98 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 6,430 | -25.48 | 323 | -25.58 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 28,921 | -3.29 | 1,456 | -3.26 | ||||
| 2025-05-13 | 13F | Eldridge Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-20 | 13F/A | Colony Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 50,860 | -16.79 | 2,559 | -16.81 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 221,655 | -35.77 | 11,156 | -35.77 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | WealthTrust Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 199,678 | -57.49 | 10,046 | -57.51 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3,802 | -0.16 | 191 | 0.00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 14,494 | -1.60 | 1 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 17,193 | -8.25 | 865 | -8.38 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 220,859 | -10.22 | 11,111 | -10.25 | ||||
| 2025-08-28 | NP | MFUL - Mindful Conservative ETF | 57,038 | -3.17 | 2,870 | -3.21 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 110,839 | -4.36 | 5,576 | -4.39 | ||||
| 2025-08-05 | 13F | Main Street Research LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 19,509 | -11.47 | 981 | -11.54 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 182,406 | -10.08 | 9,181 | -10.08 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 131,797 | -11.41 | 6,631 | -11.46 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 866,224 | -10.56 | 43,580 | -10.60 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 382 | -92.47 | 19 | -92.55 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 288,183 | -43.41 | 14,498 | -43.44 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 43,132 | -70.10 | 2,170 | -70.13 | ||||
| 2025-04-21 | 13F | HCR Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Spartan Planning & Wealth Management | 19,514 | -13.47 | 982 | -13.49 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 24,064 | -58.11 | 1 | -50.00 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 672,397 | -12.47 | 33,828 | -12.51 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 616,360 | -41.84 | 31,009 | -41.86 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 21,799 | -0.11 | 1,097 | -0.18 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 13,866 | -26.96 | 698 | 6.74 | ||||
| 2025-04-21 | 13F | Dunhill Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 20,611 | -48.76 | 1,037 | -48.81 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 103,796 | -21.13 | 5,222 | -21.17 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 605,651 | -4.21 | 30,470 | -4.24 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 22,918 | -14.80 | 1,153 | -14.78 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 6,036 | -66.64 | 304 | -66.70 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 27,131 | -6.91 | 1,365 | -6.96 | ||||
| 2025-07-29 | 13F | TrueMark Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Stapp Wealth Management, Pllc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 615,691 | -3.01 | 30,975 | -3.05 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 4,937 | -17.55 | 248 | -17.61 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 17,670 | -5.75 | 889 | -5.93 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | DSG Capital Advisors, LLC | 10,190 | -22.11 | 513 | -22.19 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 137,195 | -38.01 | 6,902 | -38.04 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 478,865 | -6.51 | 24,092 | -6.54 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 618,653 | -14.60 | 31,124 | -14.64 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 64,381 | -5.35 | 3,239 | -5.38 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 245,115 | -18.45 | 12,332 | -18.48 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 76,997 | -0.06 | 3,874 | -0.31 | ||||
| 2025-05-08 | 13F | Private Advisory Group LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Elevation Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 44,121 | -15.42 | 2,220 | -15.47 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 210,150 | -44.74 | 10,573 | -44.77 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 100,118 | -33.80 | 5,037 | -33.83 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 915,074 | -10.60 | 46,037 | -10.64 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 22,954 | -3.73 | 1,155 | -3.83 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 14,204 | -30.86 | 715 | -30.88 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 24,149 | -13.26 | 1,215 | -13.35 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 18,738,180 | -0.17 | 942,718 | -0.21 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 42,643 | -0.64 | 2,145 | -0.65 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 59,660 | -4.08 | 3,001 | -4.12 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 19,284 | -19.26 | 970 | -19.30 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 287,828 | -6.13 | 14,481 | -6.16 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 113,748 | -25.42 | 5,723 | -25.46 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 35,125 | -60.11 | 1,767 | -60.12 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 36,155 | -42.86 | 1,819 | -42.90 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 311,914 | -3.92 | 15,692 | -3.96 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 21,220 | -9.62 | 1,068 | -9.65 | ||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 1,051,232 | -15.72 | 52,887 | -15.75 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 342,559 | -41.14 | 17,234 | -41.16 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 321,802 | -13.73 | 16,190 | -13.81 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | WT Wealth Management | 26,465 | -64.66 | 1,332 | -64.68 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | G&S Capital LLC | 6,796 | -51.73 | 342 | -51.84 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1,739,184 | -2.65 | 87,498 | -2.72 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | MBA Advisors LLC | 51,227 | -43.91 | 2,577 | -43.94 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 483,270 | -28.58 | 24,313 | -28.61 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 697,312 | -17.62 | 35,082 | -17.65 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 224,281 | -1.65 | 11,284 | -1.69 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 161,368 | -50.37 | 8 | -50.00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 42,472 | -3.33 | 2,137 | -3.39 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 26,897 | -4.23 | 1,353 | -4.25 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,857,092 | -21.22 | 93,430 | -21.25 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 46,440 | -62.55 | 2,336 | -62.57 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 87,911 | -24.77 | 4,423 | -24.81 | ||||
| 2025-07-28 | 13F | Capital Management Corp /va | 192,210 | -5.25 | 9,670 | -5.29 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 118,548 | -41.81 | 5,964 | -41.83 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 3,108 | -0.22 | 156 | 0.00 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 7,213 | -47.09 | 363 | -47.23 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 19,542 | -3.23 | 983 | -3.25 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 12,832 | -1.96 | 646 | -1.98 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 620,611 | -2.09 | 31,223 | -2.13 | ||||
| 2025-07-30 | NP | USDU - WisdomTree Bloomberg U.S. Dollar Bullish Fund N/A | 143,500 | -52.40 | 7,221 | -52.45 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,567,119 | -8.04 | 78,842 | -8.07 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 246 | -44.84 | 12 | -45.45 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 38,623 | -4.93 | 1,943 | -4.94 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 7,459 | -10.06 | 375 | -10.07 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 8,560 | -12.35 | 431 | -12.42 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Leibman Financial Services, Inc. | 195,937 | -32.70 | 9,858 | -32.74 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 40,624 | -3.30 | 2,044 | -3.36 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 271,377 | -0.68 | 13,653 | -0.73 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 51,592 | -33.12 | 2,596 | -33.15 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 117,671 | -2.78 | 5,920 | -2.81 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 426,950 | -17.23 | 21,480 | -17.26 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 53,539 | -67.41 | 2,694 | -67.43 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 596,792 | -14.08 | 30,025 | -14.12 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 17,989 | -50.87 | 905 | -50.87 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 11,332 | -2.03 | 570 | -2.06 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 673,231 | -1.65 | 33,870 | -1.69 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 315,626 | -8.08 | 15,879 | -8.11 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Retireful, LLC | 57,038 | -3.17 | 2,870 | -3.21 | ||||
| 2025-06-26 | NP | FARX - Frontier Asset Absolute Return ETF | 22,000 | -6.38 | 1,106 | -6.51 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 22,337,497 | -18.32 | 1,123,799 | -18.35 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 7,462 | -9.63 | 375 | -9.64 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 44,206 | -13.59 | 2,224 | -13.60 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 85,253 | -14.83 | 4,289 | -14.87 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 5,474,972 | -5.06 | 275,446 | -5.10 | ||||
| 2025-06-26 | NP | FCBD - Frontier Asset Core Bond ETF | 82,834 | -23.85 | 4,166 | -23.97 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 111,080 | -11.54 | 5,591 | -11.54 | ||||
| 2025-05-14 | 13F | Triad Wealth Partners, LLC | 0 | -100.00 | 0 |
