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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 37,913 | -3.23 | 10,500 | 6.45 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 41,074 | -0.39 | 11,375 | 9.58 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 91 | -22.88 | 25 | -13.79 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 1,830 | -3.43 | 507 | 6.08 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 6,260 | -3.08 | 1,734 | 6.58 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1,494 | -13.34 | 414 | -4.84 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 680,936 | -2.53 | 188,578 | 7.21 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 2,509 | -0.95 | 695 | 8.95 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 352 | -73.47 | 97 | -70.96 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Northeast Investment Management | 2,061 | -2.55 | 571 | 7.14 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 80,143 | -4.98 | 22 | 4.76 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 4,272 | -0.47 | 1,183 | 9.44 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 1,285 | -2.21 | 356 | 7.58 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 2,903 | -5.10 | 804 | 4.29 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 5,813 | -3.42 | 1,610 | 6.20 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 1,368 | -74.13 | 379 | -71.60 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 276 | -33.81 | 76 | -26.92 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 69,882 | -2.21 | 19,353 | 7.56 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 931 | -25.46 | 0 | |||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 1,443 | -4.12 | 400 | 5.28 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 6,904 | -1.19 | 1,912 | 8.64 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 364,162 | -2.38 | 100,852 | 7.38 | ||||
| 2025-04-28 | 13F | Moody Lynn & Lieberson, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 54,722 | -3.35 | 15 | 7.14 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 88,749 | -1.82 | 24,615 | 8.16 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 8,019 | -61.32 | 2,221 | -57.46 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 21,618 | -0.19 | 5,987 | 9.79 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 3,766 | -0.50 | 1,043 | 9.45 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 2,715 | -5.89 | 752 | 3.44 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 27,932 | -26.98 | 7,736 | -19.87 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 11,781 | -48.82 | 3,263 | -43.71 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 1,296 | -1.29 | 359 | 8.48 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 54,415 | -4.66 | 15 | 7.14 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 3,702 | -14.46 | 1,025 | -5.88 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,280 | -1.16 | 355 | 8.90 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 1,044 | -11.75 | 289 | -2.69 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 11,735 | -9.17 | 3,250 | -0.09 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 51,460 | -28.59 | 14,251 | -21.45 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 6,227 | -0.24 | 2 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 19,940 | -2.35 | 5,522 | 7.43 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Dravo Bay Llc | 4,607 | -3.42 | 1,276 | 6.25 | ||||
| 2025-08-05 | 13F | Burney Co/ | 800 | -23.81 | 221 | -16.29 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 995 | -3.68 | 275 | 5.77 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1,298 | -36.31 | 360 | -30.02 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 1,300 | -83.33 | 360 | -81.66 | |||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 54,883 | -7.47 | 15,199 | 16.60 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 2,524 | -86.85 | 699 | -85.56 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 842 | -1.52 | 233 | 8.37 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 724 | -68.49 | 200 | -65.40 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 744 | -10.36 | 213 | 2.40 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 37,842 | -13.86 | 10,480 | -5.24 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 1,237 | -6.00 | 343 | 3.32 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 6,914 | -5.05 | 1,915 | 4.42 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 19,628 | -29.49 | 5,436 | -30.28 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 2,416 | -6.47 | 1 | |||||
| 2025-05-06 | 13F | Next Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 959 | -1.34 | 266 | 8.61 | ||||
| 2025-08-12 | 13F | Bokf, Na | 7,039 | -1.25 | 1,949 | 8.64 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 6,824 | -3.68 | 1,887 | 5.77 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 26,540 | -0.61 | 7,350 | 9.33 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 3,769 | -0.29 | 1,044 | 9.67 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 1,606 | -2.37 | 445 | 7.25 | ||||
| 2025-08-08 | 13F | WP Advisors, LLC | 38,551 | -0.11 | 10,676 | 9.87 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 1,083 | -87.85 | 300 | -86.68 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 3,482 | -0.40 | 964 | |||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | American Money Management, LLC | 1,132 | -5.03 | 313 | 4.33 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 80,703 | -0.45 | 22,350 | 9.49 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 443,257 | -4.31 | 122,755 | 5.25 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 3,527 | -0.62 | 977 | 21.70 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 22,511 | -9.83 | 6,234 | -0.81 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 15,342 | -3.49 | 4,249 | 6.15 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 39 | -50.63 | 11 | -47.37 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 1,470 | -0.88 | 407 | 9.12 | ||||
| 2025-04-21 | 13F | O'Dell Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 9,618 | -64.85 | 2,664 | -61.35 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 1,138 | -6.95 | 315 | 2.61 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 3,621 | -16.78 | 1,003 | -8.49 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 46,761 | -3.27 | 12,950 | 6.39 | ||||
| 2025-04-10 | 13F | Cathy Pareto & Associates, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 28,893 | -3.66 | 8,002 | 5.97 | ||||
| 2025-08-14 | 13F | Fuller & Thaler Asset Management, Inc. | 2,544 | -58.28 | 705 | -54.14 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 3,261 | -16.41 | 903 | -8.15 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 2,770 | -2.77 | 767 | 6.97 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 1,677 | -14.70 | 464 | -6.07 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 2,482 | -1.08 | 687 | 8.87 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 897 | -74.55 | 249 | -72.04 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2,429 | -9.23 | 673 | -0.15 | ||||
| 2025-05-01 | 13F | APCM Wealth Management for Individuals | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 2,601 | -4.13 | 720 | 5.42 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 38,842 | -53.40 | 10,757 | -48.74 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 3,062 | -11.61 | 848 | -2.87 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,547 | -2.15 | 429 | 7.54 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 10 | -65.52 | 3 | -71.43 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 757 | -7.68 | 210 | 1.46 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 15,558 | -1.24 | 4,309 | 8.62 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 164 | -73.51 | 45 | -70.97 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 27,573 | -8.39 | 7,636 | 0.77 | ||||
| 2025-07-15 | 13F | West Oak Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1,210 | -4.72 | 334 | 5.70 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1,255 | -2.94 | 350 | 7.69 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 106 | -41.11 | 29 | -42.00 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 9,500 | -28.45 | 2,631 | -21.30 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 2,151 | -3.84 | 596 | 5.68 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 7,298 | -2.63 | 2,021 | 7.16 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 4,040 | -12.69 | 1,119 | -3.95 | ||||
| 2025-05-14 | 13F | Wescott Financial Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Systelligence, LLC | 18,408 | -58.25 | 5,098 | -54.09 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 378 | -7.13 | 105 | 1.96 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 1,464 | -2.20 | 405 | 7.71 | ||||
| 2025-07-23 | 13F | Ti-trust, Inc | 899 | -5.77 | 249 | 3.33 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1,104 | -4.25 | 306 | 5.17 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3,178 | -7.64 | 880 | 1.62 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 40,585 | -22.05 | 11 | -15.38 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 4,259 | -4.83 | 1,186 | 4.13 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 6,517 | -1.60 | 1,805 | 8.28 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 1,287 | -3.81 | 356 | 5.95 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 684 | -0.73 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 112,671 | -2.64 | 31,203 | 7.09 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 16,863 | -0.63 | 4,670 | 9.29 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 1,194 | -5.61 | 330 | 3.13 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 995 | -9.05 | 276 | 0.00 | ||||
| 2025-04-23 | 13F | HBK Sorce Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | First United Bank Trust/ | 3,284 | -15.84 | 909 | -7.43 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 3,098 | -15.63 | 858 | -7.25 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 353,707 | -1.26 | 98 | 7.78 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 23,027 | -0.59 | 6,377 | 9.34 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 11,903 | -52.60 | 3,296 | -47.86 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 1,429 | -9.10 | 396 | 0.00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Ewa, Llc | 1,393 | -5.69 | 386 | 3.77 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4,753 | -30.33 | 1,316 | -23.35 | ||||
| 2025-05-09 | 13F | Novus Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 990 | -11.92 | 274 | -2.84 | ||||
| 2025-04-23 | 13F | Bluesphere Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Simmons Bank | 7,220 | -7.26 | 1,999 | 1.99 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 601 | -11.09 | 166 | -2.35 | ||||
| 2025-07-07 | 13F | Trust Co | 4,051 | -6.18 | 1,122 | 3.13 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 3,860 | -9.39 | 1,069 | -0.37 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 1,072 | -1.29 | 297 | 8.42 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 15,929 | -12.73 | 4,411 | -4.00 | ||||
| 2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 1,349 | -9.52 | 374 | -0.53 | ||||
| 2025-04-21 | 13F | Riverbridge Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 5,109 | -2.91 | 1,348 | 8.28 | ||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 1,229 | -0.57 | 340 | 9.32 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 2,477 | -40.04 | 686 | -34.13 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 6,174 | -9.41 | 1,710 | -3.77 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 149 | -13.87 | 41 | -4.65 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 1,974 | -4.50 | 547 | 5.00 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 120,455 | -0.27 | 33,359 | 9.70 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 1,321 | -45.21 | 366 | -39.87 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 11,481 | -0.86 | 3,180 | 9.06 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 1,130 | -38.22 | 313 | -32.17 | ||||
| 2025-04-29 | 13F | DT Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 810 | -42.31 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 9,265 | -1.38 | 2,566 | 8.46 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 15,128 | -5.09 | 4,190 | 4.41 | ||||
| 2025-04-29 | 13F | Penserra Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Chilton Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 93,198 | -0.46 | 25,850 | 9.66 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 144 | -12.20 | 40 | -4.88 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 29 | -77.52 | 8 | -75.00 | ||||
| 2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 1,325 | -2.14 | 334 | -12.14 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 2,160 | -21.37 | 598 | -13.46 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 5,931 | -58.03 | 1,643 | -53.85 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 25,467 | -2.07 | 7,053 | 7.71 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 2,115 | -13.85 | 586 | -5.34 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 3,672 | -0.54 | 1,017 | 9.36 | ||||
| 2025-05-14 | 13F | One Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 2,982 | -9.06 | 826 | 0.00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 399 | -47.98 | 110 | -43.01 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,004 | -1.76 | 278 | 7.78 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 13,756 | -2.40 | 3,810 | 7.02 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 1,135 | -25.67 | 314 | -18.23 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 1,159 | -33.39 | 321 | -26.94 | ||||
| 2025-07-16 | 13F | Tenret Co LLC | 15,846 | -12.32 | 4,388 | -3.54 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 358 | -26.49 | 99 | -18.85 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 2,842 | -2.44 | 788 | 7.37 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 396 | -19.02 | 110 | -11.38 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 830 | -2.58 | 230 | 7.01 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 4,753 | -30.33 | 1,316 | -23.35 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 1,482 | -2.31 | 410 | 7.61 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 2,476 | -0.80 | 1 | |||||
| 2025-08-12 | 13F | Argent Trust Co | 6,588 | -10.01 | 1,824 | -1.03 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 16,953 | -4.04 | 4,695 | 5.55 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 38,433 | -2.02 | 10,644 | 7.77 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 12,024 | -1.18 | 3,354 | 111,700.00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 9,788 | -16.90 | 3 | 0.00 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 1,465 | -82.77 | 406 | -81.07 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 11 | -50.00 | 3 | -60.00 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 11,380 | -9.85 | 3,152 | -0.85 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 16,518 | -1.73 | 4,575 | 8.11 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 5,433 | -0.86 | 1,505 | 9.06 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 403,922 | -2.69 | 111,539 | 6.85 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 79 | -53.25 | 22 | -50.00 | ||||
| 2025-05-07 | 13F | Ramirez Asset Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-03 | 13F | Invst, LLC | 10,322 | -84.04 | 2,599 | -85.66 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 877 | -4.57 | 0 | |||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 6,634 | -4.75 | 1,837 | 4.79 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 2,154 | -27.77 | 597 | -20.53 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 27 | -83.64 | 0 | |||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 1,581 | -2.53 | 438 | 7.11 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Greenleaf Trust | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 161 | -13.44 | 45 | -2.17 | ||||
| 2025-08-14 | 13F | Fmr Llc | 54,695 | -4.14 | 15,147 | 5.44 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 1,622 | -16.65 | 449 | -8.18 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 1,266 | -1.48 | 351 | 8.36 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 21,725 | -12.67 | 6,017 | -3.94 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 49 | -77.21 | 14 | -75.93 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 369 | -13.18 | 102 | -4.67 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 3,103 | -12.79 | 781 | -21.59 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 996 | -7.00 | 276 | 2.60 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 758 | -28.63 | 210 | -21.72 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 145 | -16.67 | 40 | -6.98 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 3,887 | -23.48 | 1,076 | -15.81 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 1,622 | -12.84 | 449 | -4.06 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 5,695 | -0.23 | 1,577 | 9.74 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 4,078 | -59.24 | 1,129 | -55.16 | ||||
| 2025-04-16 | 13F | West Branch Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | City Holding Co | 4,195 | -1.73 | 1,162 | 8.10 | ||||
| 2025-05-09 | 13F | Prime Buchholz LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 176,481 | -0.11 | 48,889 | 9.88 | ||||
| 2025-08-07 | 13F | Nwam Llc | 1,251 | -43.85 | 358 | -36.36 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 3,423 | -8.43 | 948 | 0.64 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,730 | -15.28 | 478 | -7.56 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 18,366 | -1.33 | 5,086 | 8.54 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 3,408 | -0.73 | 944 | 9.14 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 134,684 | -2.33 | 37,301 | 7.44 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 7,747 | -40.75 | 2,145 | -34.82 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 9,382 | -1.47 | 2,598 | 8.39 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 1,611 | -0.98 | 446 | 9.05 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5,858 | -2.88 | 1,626 | 7.11 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 3,160 | -1.53 | 885 | 9.54 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1,820 | -4.76 | 504 | 4.78 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 311 | -91.87 | 86 | -91.07 | ||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 1,897 | -2.57 | 526 | 7.14 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Graypoint LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 25,510 | -4.28 | 7,075 | 5.46 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 4,153 | -36.73 | 1,150 | -31.14 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 748 | -2.60 | 207 | 7.25 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 1,726 | -1.32 | 478 | 8.41 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 3,402 | -1.08 | 942 | 8.53 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 1,379 | -14.82 | 382 | -6.14 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 4,072 | -11.88 | 1,128 | -3.10 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 4,538 | -14.64 | 1,276 | -4.63 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6,621 | -2.90 | 1,852 | 14.83 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 7,687 | -5.12 | 2,129 | 4.36 | ||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 215 | -4.87 | 60 | 5.36 | ||||
| 2025-05-13 | 13F | Garrison Point Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 7,407 | -1.87 | 2,051 | 7.95 | ||||
| 2025-05-14 | 13F | Mission Creek Capital Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 60,476 | -1.50 | 16,748 | 8.35 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 1,346 | -1.39 | 373 | 8.45 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 12,670 | -0.44 | 3,509 | 9.49 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 1,873 | -0.53 | 519 | 9.28 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 11,339 | -0.81 | 3,140 | 9.10 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2,565 | -1.99 | 730 | 12.14 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Creekside Partners | 7,579 | -0.25 | 2,099 | 9.73 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Estate Counselors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,021 | -22.06 | 283 | -14.29 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 29,090 | -9.22 | 8,056 | -0.14 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 1,853 | -28.43 | 513 | -21.20 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 3,428 | -10.00 | 949 | -1.04 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 882 | -51.08 | 244 | -46.14 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 611,559 | -23.82 | 169,365 | -16.21 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 4,168 | -4.16 | 1,154 | 5.39 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 1,875 | -21.32 | 519 | -13.36 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 866,190 | -2.01 | 239,883 | 7.78 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 14,681 | -0.35 | 4,066 | 9.60 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 18,341 | -11.91 | 5,079 | -3.09 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 2,849 | -0.97 | 789 | 8.98 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 2,504 | -1.88 | 693 | 7.94 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 29,919 | -0.24 | 8,286 | 9.72 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 6,149 | -0.93 | 1,703 | 8.96 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3,279 | -8.89 | 908 | 0.22 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 541 | -54.35 | 150 | -50.00 | ||||
| 2025-04-25 | 13F | MorganRosel Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 20,126 | -0.90 | 5,574 | 9.00 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 3,164 | -93.59 | 876 | -92.95 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 1,519 | -13.45 | 422 | 3.44 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 6,230 | -2.09 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 1,527 | -61.83 | 423 | -58.09 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 1,702 | -14.99 | 0 | |||||
| 2025-04-17 | 13F | Rs Crum Inc. | 49,004 | -1.47 | 12,338 | -11.42 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 6,550 | -13.70 | 1,814 | -5.03 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 7,345 | -57.09 | 2,034 | -52.80 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 139,346 | -0.49 | 38,591 | 9.45 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 2,114 | -12.21 | 585 | -3.47 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 5,512 | -21.41 | 1,527 | -13.59 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 32,621 | -5.65 | 9,034 | 3.79 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 2,483 | -5.91 | 688 | 3.46 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 1,750 | -47.08 | 485 | -41.83 | ||||
| 2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 17,856 | -1.31 | 4,945 | 8.56 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 3,282 | -7.16 | 909 | 2.02 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 10,530 | -0.58 | 2,916 | 9.38 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 7,510 | -12.65 | 2,080 | -3.93 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 18,880 | -5.84 | 5,229 | 3.57 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 19,461 | -0.24 | 5,389 | 9.22 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 767 | -8.14 | 218 | 5.31 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 4 | -95.40 | 1 | -95.24 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 3,895 | -5.32 | 1,079 | 4.15 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Integrated Advisors Network LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 57,801 | -0.51 | 16,007 | 9.43 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 8,694 | -42.19 | 2,408 | -36.42 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 2,541 | -3.46 | 704 | 6.19 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 8,219 | -12.27 | 2,276 | -3.48 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 316,818 | -0.77 | 87,740 | 9.15 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 10,229 | -17.11 | 2,833 | -8.82 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 2,202 | -0.81 | 610 | 9.14 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 66,357 | -5.64 | 18,377 | 3.79 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 7,958 | -1.23 | 2,204 | 8.63 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 108,643 | -0.69 | 30,088 | 9.24 | ||||
| 2025-08-14 | 13F | Goodwin Investment Advisory | 2,680 | -4.29 | 742 | 5.40 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 62,325 | -3.79 | 17,260 | 5.83 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9,973 | -4.03 | 2,766 | 5.53 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 5,133 | -2.40 | 1,454 | 9.82 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 81 | -1.22 | 22 | 10.00 | ||||
| 2025-04-17 | 13F | KC Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 8,970 | -16.24 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 48,229 | -5.36 | 13,357 | 4.10 | ||||
| 2025-04-11 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 4,004 | -4.05 | 1,109 | 5.52 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 1,657 | -35.55 | 459 | -29.21 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 6,295 | -62.17 | 1,743 | -58.39 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 325 | -2.40 | 81 | -5.81 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 10,878 | -1.61 | 3,013 | 8.23 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 26,900 | -26.30 | 7,450 | -18.94 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 7,400 | -57.47 | 2,049 | -53.22 | |||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 30 | -84.85 | 8 | -83.67 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 1,834 | -0.38 | 508 | 9.50 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 9,108 | -1.62 | 2,522 | 8.24 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 270,703 | -10.43 | 75 | -2.63 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 3,631 | -15.28 | 1,006 | -6.77 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 4,332 | -32.15 | 1,200 | -25.39 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 8,340 | -7.55 | 2,310 | 1.67 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 724 | -8.70 | 201 | -9.91 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Wright Fund Managment, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 93,880 | -0.03 | 26,433 | 11.80 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 5,803 | -3.89 | 1,609 | 5.86 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 2,978 | -2.36 | 825 | 7.43 | ||||
| 2025-04-09 | 13F | Worth Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 1,175 | -0.59 | 325 | 9.43 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 2,973 | -2.87 | 823 | 6.88 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 345 | -10.39 | 96 | -1.04 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 1,983 | -96.66 | 549 | -96.32 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 3,879 | -29.96 | 1,074 | -22.96 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Invictus Private Wealth, Llc | 1,098 | -0.63 | 304 | 9.35 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,224 | -16.89 | 893 | -8.98 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 10,379 | -1.84 | 2,874 | 7.96 | ||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 4,271 | -66.83 | 1,185 | -63.47 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 1,743 | -1.80 | 483 | 7.83 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 12,319 | -15.04 | 3,412 | -6.55 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Advyzon Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 838 | -1.18 | 232 | 8.92 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 649 | -0.76 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7,105 | -4.50 | 1,986 | 5.98 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,229 | -4.53 | 1,448 | 4.55 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 7,190 | -2.44 | 1,991 | 7.33 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 588 | -86.36 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 12,519 | -1.25 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 1,129 | -0.35 | 313 | 9.47 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 14,822 | -1.13 | 4,105 | 8.74 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 3,573 | -6.83 | 990 | 2.49 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 1,276 | -63.75 | 353 | -60.16 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 1,777 | -3.69 | 492 | 6.03 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 406 | -3.56 | 102 | -12.82 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 21,186 | -16.94 | 5,867 | -8.63 | ||||
| 2025-08-14 | 13F | NCP Inc. | 2,058 | -3.47 | 570 | 6.16 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 7,375 | -0.70 | 2,042 | 9.26 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 635,254 | -3.27 | 175,902 | 6.39 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 2,563 | -0.04 | 710 | 9.92 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 9,887 | -3.62 | 2,738 | 6.04 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2,027 | -13.00 | 561 | -4.27 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 2,120 | -14.10 | 587 | -5.48 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3,564 | -14.06 | 987 | -5.37 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 8,567 | -0.61 | 2,373 | 9.31 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 7,172 | -78.17 | 1,986 | -75.99 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 442 | -75.49 | 123 | -75.79 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 2,768 | -4.06 | 766 | 5.51 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 5,396 | -0.22 | 1,494 | 9.77 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 388 | -47.64 | 107 | -42.47 | ||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 21,075 | -6.37 | 5,306 | -15.83 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 1,846 | -2.33 | 465 | -12.29 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 15,529 | -10.65 | 4,301 | -1.71 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 781 | -2.50 | 223 | 10.95 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 15,299 | -18.06 | 4,237 | -9.87 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5,987 | -54.67 | 1,658 | -50.17 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 860 | -1.83 | 238 | 8.18 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 9,095 | -30.43 | 2,519 | -23.49 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 35,264 | -2.99 | 9,766 | 6.71 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 1,318 | -0.30 | 365 | 9.94 | ||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 3,752 | -2.39 | 1,039 | 7.45 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 13,749 | -1.02 | 3,808 | 8.86 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 39,596 | -6.91 | 10,966 | 2.39 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 18,943 | -0.12 | 5,349 | 12.04 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 789 | -4.48 | 219 | 5.31 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 1,158 | -0.26 | 321 | 9.59 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 21,601 | -0.41 | 5,438 | -10.47 | ||||
| 2025-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 730 | -1.35 | 208 | -1.43 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 9,096 | -5.44 | 2,519 | 4.01 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 11,214 | -19.72 | 3,106 | -11.69 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 40,098 | -6.90 | 11,107 | 2.64 | ||||
| 2025-07-31 | 13F | Hoge Financial Services, Llc | 2,494 | -0.80 | 691 | 9.18 | ||||
| 2025-05-02 | 13F | MTC Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 35 | -7.89 | 10 | 0.00 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 161 | -50.61 | 45 | -46.34 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 36,001 | -13.97 | 9,970 | -5.36 | ||||
| 2025-08-11 | 13F | Shoker Investment Counsel, Inc. | 3,052 | -1.52 | 845 | 8.33 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 4,770 | -4.22 | 1,321 | 5.43 | ||||
| 2025-05-09 | 13F | Rollins Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 1,975 | -0.60 | 548 | 9.40 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,124 | -46.19 | 588 | -45.56 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 1,984 | -0.20 | 549 | 9.80 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 860 | -6.52 | 238 | 3.03 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 39 | -18.75 | 11 | -16.67 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 12,994 | -38.68 | 4 | -40.00 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 130,876 | -1.64 | 36,245 | 8.19 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 3,079 | -0.26 | 853 | 9.65 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2,257 | -15.05 | 625 | -15.99 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 26,438 | -1.83 | 7,322 | 7.98 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 1,505 | -36.98 | 417 | -30.62 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 285,420 | -71.12 | 79,044 | -68.23 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 111,949 | -0.61 | 31,003 | 9.33 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4,456 | -1.35 | 1,234 | 8.44 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4,485 | -37.35 | 1,242 | -31.08 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 6,446 | -3.01 | 1,785 | 6.69 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 62 | -50.00 | 17 | -45.16 | ||||
| 2025-05-12 | 13F | Cooper Financial Group | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Means Investment Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 2,265 | -12.24 | 1 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 5,822 | -4.02 | 1,612 | 5.57 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2,440 | -2.32 | 1 | |||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 923 | -11.51 | 256 | -2.67 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 1,783 | -0.11 | 494 | 9.80 | ||||
| 2025-04-15 | 13F | Accurate Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 24,944 | -5.85 | 6,908 | 3.55 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 5,486 | -11.33 | 1,519 | -2.44 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 1,760 | -40.38 | 487 | -34.45 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 13,180 | -0.84 | 3,650 | 9.09 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 3,588 | -12.72 | 994 | -4.06 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 36,561 | -1.08 | 10,129 | 8.86 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 2,064 | -2.37 | 572 | 7.33 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 4,765 | -2.02 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 1,065 | -23.05 | 297 | -8.05 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 4,802 | -1.17 | 1,330 | 8.67 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 10,987 | -1.52 | 3,043 | 8.33 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 6,836 | -0.73 | 1,893 | 8.73 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 940 | -13.44 | 260 | -4.76 | ||||
| 2025-05-14 | 13F | Mosaic Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 5,506 | -71.33 | 1,525 | -68.48 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 1,708 | -7.22 | 473 | 2.16 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 12,810 | -11.93 | 3,548 | -3.14 | ||||
| 2025-08-07 | 13F | Commerce Bank | 17,411 | -1.75 | 4,822 | 8.07 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 3,973 | -44.31 | 1,100 | -38.75 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 13,863 | -0.65 | 3,839 | 9.28 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 2,520 | -8.13 | 698 | 1.01 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 5,083 | -3.84 | 1,408 | 5.79 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 1,463 | -14.24 | 405 | -5.59 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 6,328 | -25.19 | 1,755 | -17.57 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 17,013 | -21.95 | 4,712 | -14.14 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 28,212 | -1.47 | 7,813 | 8.39 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 193 | -6.31 | 49 | -5.88 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 77,343 | -18.57 | 21 | -8.70 | ||||
| 2025-08-14 | 13F | UBS Group AG | 817,759 | -5.48 | 226,470 | 3.96 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 31,744 | -1.03 | 8,791 | 8.88 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 295,778 | -0.29 | 81,913 | 9.68 | ||||
| 2025-04-17 | 13F | Vista Investment Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 14,265 | -0.01 | 3,951 | 10.00 | ||||
| 2025-05-06 | 13F | Roundview Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | K2 Financial Inc. | 1,497 | -12.91 | 416 | 5.06 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 153,774 | -1.79 | 42,586 | 8.03 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | JT Stratford LLC | 0 | -100.00 | 0 | |||||
| 2025-05-27 | 13F | Advisors Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Valmark Advisers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 396 | -88.94 | 110 | -87.90 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 6,931 | -1.74 | 1,919 | 8.11 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 577 | -5.10 | 160 | 3.92 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 2,457 | -8.12 | 680 | 1.04 |
