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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Vantagepoint Investment Advisers Llc | 40,800 | -85.31 | 3,244 | -85.21 | ||||
| 2025-05-15 | 13F | Hall Laurie J Trustee | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 173,191 | -0.72 | 13,769 | -0.02 | ||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 366,225 | -0.79 | 29,115 | -0.09 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 1,235,020 | -9.13 | 98,185 | -8.48 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 66,649 | -0.52 | 5,299 | 0.19 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 14,220 | -34.81 | 1,130 | -34.34 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 15,429 | -2.42 | 1,227 | -1.76 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 440,479 | -1.54 | 35,018 | -0.84 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 412,619 | -43.61 | 32,803 | -43.21 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 10,936 | -2.02 | 869 | -1.36 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 295,969 | -27.58 | 23,530 | -27.06 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 186,369 | -2.05 | 14,816 | -1.35 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 3,953 | -32.59 | 314 | -32.03 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 5,110 | -5.02 | 0 | |||||
| 2025-07-08 | 13F | TL Private Wealth | 181,369 | -0.66 | 14,332 | 0.47 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 10,914 | -54.54 | 868 | -54.25 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 3,355 | -75.35 | 267 | -75.23 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 122 | -43.52 | 10 | -47.06 | ||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 43,865 | -10.39 | 3,487 | -9.76 | ||||
| 2025-05-23 | 13F | Triune Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 42,493 | -1.70 | 3,378 | -1.00 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 86 | -1.15 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 88,381 | -3.94 | 7,026 | 100,271.43 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 7,091 | -13.27 | 560 | -11.41 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 187,991 | -8.99 | 14,945 | -8.34 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 6,224 | -9.91 | 491 | -8.74 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 48,006 | -3.14 | 3,788 | -3.17 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 68,941 | -5.70 | 5,481 | -5.03 | ||||
| 2025-08-15 | 13F | United Services Automobile Association | 221,429 | -40.46 | 17,604 | -40.04 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Thomasville National Bank | 53,388 | -1.30 | 4,244 | -0.61 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 4,864 | -1.26 | 387 | -0.52 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 113,616 | -2.19 | 9,032 | -1.49 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 11,098 | -8.52 | 882 | -7.84 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 12,160 | -0.09 | 967 | 0.63 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 62,837 | -2.50 | 4,996 | -1.81 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 7,644 | -7.09 | 608 | -6.47 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 12,088 | -1.27 | 961 | 0.00 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 1,929 | -5.16 | 153 | -4.37 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 12,542 | -28.49 | 993 | -28.12 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 31,668 | -0.86 | 2,518 | -0.16 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 127,722 | -5.52 | 10,154 | -4.85 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 6,919 | -7.96 | 550 | -7.25 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 86,494 | -17.96 | 6,876 | -16.39 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 79,805 | -5.89 | 6,344 | -5.23 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 250 | -36.06 | 20 | -36.67 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 7,686 | -33.66 | 612 | -32.75 | ||||
| 2025-04-02 | 13F | Clark Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 4,101 | -11.71 | 326 | -10.93 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 4,599 | -2.00 | 366 | -1.35 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 338,868 | -2.49 | 26,940 | -1.80 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 6,781 | -5.31 | 539 | -4.77 | ||||
| 2025-04-28 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 48,341 | -21.58 | 3,843 | -20.07 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 40,967 | -2.02 | 3,257 | -1.33 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 387,676 | -1.75 | 30,820 | -1.05 | ||||
| 2025-08-12 | 13F | Bokf, Na | 737 | -45.37 | 59 | -45.28 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 3,067 | -0.23 | 244 | 0.41 | ||||
| 2025-05-05 | 13F | Midwest Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 3,390 | -24.50 | 270 | -24.01 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 35,394 | -1.67 | 2,814 | -0.99 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 5,813 | -13.66 | 462 | -12.99 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 11,193 | -10.86 | 890 | -10.29 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,160,044 | -6.73 | 92,224 | -6.07 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 18,541 | -6.56 | 1,474 | -5.87 | ||||
| 2025-05-16 | 13F | American Trust | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 4,014 | -3.51 | 319 | -2.74 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 16,871 | -10.96 | 1,341 | -10.30 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 22,549 | -6.19 | 1,793 | -5.54 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 5,867 | -58.80 | 466 | -58.54 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 120,148 | -1.72 | 9,552 | -1.03 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 128,762 | -0.46 | 10,237 | 0.24 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 4,707 | -56.05 | 374 | -55.74 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 9,944 | -14.70 | 791 | -14.13 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 4,353 | -3.76 | 346 | -3.08 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 366,195 | -1.30 | 29,113 | -0.60 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2,724 | -9.80 | 217 | -9.24 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 19,195 | -16.33 | 1,526 | -15.69 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 74,226 | -0.79 | 5,901 | -0.10 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 6,882 | -8.97 | 547 | -7.45 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 5,226 | -4.39 | 415 | -3.71 | ||||
| 2025-05-15 | 13F | London & Capital Asset Management Ltd | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | SageOak Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 17,065 | -0.67 | 1,357 | 0.00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6,656 | -86.97 | 529 | -86.88 | ||||
| 2025-05-14 | 13F | TD Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 13,751 | -2.03 | 1,093 | -1.35 | ||||
| 2025-04-09 | 13F | Freestate Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | iA Global Asset Management Inc. | 1,004,225 | -31.42 | 80 | -31.30 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 59,356 | -17.15 | 4,717 | -16.56 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 16,899 | -32.98 | 1,344 | -32.34 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 3,033 | -9.35 | 241 | -8.71 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 80,279 | -12.83 | 6,382 | -12.20 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Japan Science & Technology Agency | 2,070,000 | -57.30 | 164,565 | -57.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 100,102 | -21.59 | 7,958 | -21.03 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2,945 | -5.37 | 234 | -4.90 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 14,811 | -14.32 | 1,177 | -13.71 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 2,473 | -0.36 | 197 | 0.51 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 35,779 | -5.86 | 2,844 | -5.20 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 76 | -18.28 | 6 | -14.29 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 36,160 | -16.93 | 2,875 | -16.36 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 5,080 | -5.87 | 404 | -4.05 | ||||
| 2025-08-13 | 13F | Cliffwater LLC | 96,812 | -2.63 | 7,697 | -1.94 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 297,153 | -1.12 | 23,624 | 0.61 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 17,718 | -6.08 | 1 | 0.00 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 216,338 | -0.50 | 17,199 | 0.20 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 18,190 | -1.62 | 1 | 0.00 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 4,600 | -10.68 | 366 | -10.10 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 4,087 | -9.54 | 325 | -8.99 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 3,096 | -13.98 | 246 | -13.38 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 760 | -11.21 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 45,725 | -2.01 | 4 | 0.00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1,039 | -10.89 | 83 | -10.87 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 95,488 | -15.58 | 7,590 | -15.00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1,455 | -7.85 | 116 | -7.26 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 20,728 | -3.64 | 1,648 | -2.95 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 7,924 | -4.30 | 1 | |||||
| 2025-04-17 | 13F | Acropolis Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 7,820 | -5.43 | 622 | -4.75 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 69,731 | -1.13 | 5,544 | -0.43 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 27,923 | -2.36 | 2,220 | -1.68 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 5,377 | -3.57 | 427 | -2.95 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 46,832 | -13.04 | 3,723 | -12.42 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,852,374 | -7.79 | 147 | -6.96 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1,297 | -99.39 | 76 | -99.54 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 1,449 | -5.29 | 115 | -4.17 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 15,052 | -7.36 | 1,197 | -6.71 | ||||
| 2025-04-16 | 13F | West Oak Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | PDS Planning, Inc | 16,711 | -7.51 | 1,329 | -6.87 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 10,404 | -0.09 | 827 | 0.73 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 33,819 | -1.43 | 2,689 | -0.74 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 34,366 | -15.69 | 2,732 | -15.08 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 854,927 | -0.40 | 67,967 | 0.31 | ||||
| 2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 620,054 | -0.38 | 49,294 | 0.32 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 30,691 | -3.39 | 2,440 | -2.71 | ||||
| 2025-04-14 | 13F | Whitaker-Myers Wealth Managers, LTD. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2,832,302 | -12.17 | 225,168 | -11.55 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 139,992 | -37.88 | 11,129 | -37.44 | ||||
| 2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 17,448 | -1.65 | 1,387 | -0.93 | ||||
| 2025-05-14 | 13F | Hsbc Holdings Plc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3,154,064 | -0.71 | 250,748 | -0.01 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 4,652 | -26.58 | 370 | -26.20 | ||||
| 2025-05-09 | 13F | Novus Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 21,335 | -1.54 | 1,696 | -0.82 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 429,066 | -19.35 | 34 | -17.07 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 38,799 | -12.75 | 3,085 | -12.14 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 187,751 | -4.04 | 14,926 | -3.35 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Family Management Corp | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Toronto Dominion Bank | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | One Day In July LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 34,412 | -3.86 | 2,736 | -3.19 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 46,630 | -1.69 | 4 | 0.00 | ||||
| 2025-05-06 | 13F | Greenwood Gearhart Inc | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 3,791 | -80.14 | 301 | -80.01 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 617,163 | -0.73 | 49,064 | -0.03 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 4,263 | -7.12 | 339 | -6.63 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 3,330 | -57.20 | 265 | -57.00 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 62,127 | -3.48 | 4,939 | -2.79 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 213,099 | -7.32 | 16,920 | -6.78 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A | 8,044 | -5.85 | 639 | -5.19 | ||||
| 2025-07-29 | 13F | Independence Asset Advisors, LLC | 13,881 | -74.84 | 1,100 | -74.67 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 39,996 | -28.17 | 3,180 | -27.67 | ||||
| 2025-04-21 | 13F | Hartford Financial Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Vectors Research Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 202 | -83.25 | 16 | -83.87 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 200,116 | -3.38 | 15,909 | -2.69 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 8,247 | -5.12 | 1 | |||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 3,193 | -12.28 | 254 | -11.85 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 12,210 | -12.83 | 971 | -12.22 | ||||
| 2025-05-16 | 13F | Financial Strategies Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 53,957 | -3.34 | 4,290 | -2.66 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 49,254 | -1.24 | 3,916 | -0.53 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 13,444 | -8.24 | 1,069 | -7.61 | ||||
| 2025-07-09 | 13F | Exchange Bank | 16,240 | -3.80 | 1,291 | -3.08 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 51,725 | -21.75 | 4,112 | -21.20 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 427,216 | -3.84 | 33,964 | 96,937.14 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 613,194 | -2.17 | 48,749 | -1.47 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 3,466 | -4.73 | 276 | -4.18 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 734,213 | -1.59 | 58,370 | -0.89 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 41,746 | -0.11 | 3,312 | 0.39 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 3,533 | -1.72 | 281 | -1.06 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 36,149 | -6.12 | 2,874 | -5.46 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 104,092 | -47.88 | 8 | -46.67 | ||||
| 2025-08-12 | 13F | Trans-Canada Capital Inc. | 1,792,494 | -29.35 | 142,503 | -28.84 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 43,596 | -6.66 | 3,466 | -6.02 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 156 | -67.57 | 12 | -67.57 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A | 3,111 | -7.44 | 247 | -6.79 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 70,442 | -0.60 | 5,600 | 0.11 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 638 | -23.13 | 51 | -23.08 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 31,145 | -54.59 | 2,476 | -54.27 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 539 | -6.91 | 43 | -6.67 | ||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 5,897 | -2.77 | 469 | -2.09 | ||||
| 2025-05-08 | 13F | Howland Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | OVT - Overlay Shares Short Term Bond ETF | 627,321 | -27.59 | 49,615 | -27.40 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 5,050 | -8.38 | 401 | -7.82 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 50,514 | -15.72 | 4,016 | -15.13 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 8,295 | -23.46 | 659 | -22.92 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 12,518 | -3.66 | 995 | -2.93 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 4,771 | -8.02 | 379 | -7.33 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 357,860 | -12.93 | 28,450 | -12.31 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 12,331 | -0.05 | 980 | 0.72 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 26,305 | -0.44 | 2,091 | 0.29 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 416,675 | -1.63 | 33,126 | -0.93 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 4,420 | -2.02 | 351 | -1.40 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 66,026 | -7.33 | 5,249 | -6.67 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 32,316 | -13.79 | 2,569 | -13.18 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 13,589 | -15.86 | 1,081 | -15.22 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 63,485 | -0.93 | 5,047 | -0.22 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 19,111 | -7.53 | 1,519 | -6.87 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 2,788 | -23.87 | 222 | -23.53 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 39,418 | -5.17 | 3,134 | -4.51 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 9,726 | -7.15 | 773 | -6.42 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 5,284 | -38.47 | 420 | -37.96 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 113,718 | -7.79 | 9,041 | -7.14 | ||||
| 2025-06-26 | NP | AAINX - Thrivent Opportunity Income Plus Fund Class A | 8,131 | -72.09 | 644 | -71.86 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3,419 | -27.76 | 271 | -27.35 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 2,683 | -0.07 | 213 | 0.95 | ||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 30,879 | -26.62 | 2,451 | -26.23 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 9,429 | -14.26 | 750 | -13.71 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 5,491 | -17.70 | 437 | -17.11 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 130,493 | -28.89 | 10 | -28.57 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1,400,196 | -1.49 | 111,316 | -0.79 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 93,322 | -1.48 | 7,556 | 1.06 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 599,518 | -4.10 | 47,662 | -3.42 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 118,111 | -10.99 | 9,390 | -10.37 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 12,626 | -1.87 | 1,004 | -1.18 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 168,096 | -44.05 | 13,357 | -43.69 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1,908 | -58.72 | 152 | -58.52 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 11,689 | -27.22 | 929 | -26.68 | ||||
| 2025-05-12 | 13F | Pcg Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 91,325 | -3.34 | 7,260 | -2.64 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 23,154 | -1.28 | 1,832 | -0.76 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 12,714 | -7.54 | 1,011 | -6.91 | ||||
| 2025-07-30 | 13F | Denali Advisors Llc | 629 | -0.16 | 50 | 2.04 | ||||
| 2025-07-18 | 13F | Mountain Pacific Investment Advisers Inc/id | 95,048 | -5.06 | 7,556 | -4.38 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 190,526 | -1.36 | 15,040 | -0.18 | ||||
| 2025-05-15 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 34,018 | -16.87 | 2,704 | -16.28 | ||||
| 2025-08-07 | 13F | Nwam Llc | 7,311 | -11.71 | 580 | -11.33 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3,237 | -0.58 | 257 | 0.00 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 31,411 | -11.23 | 2,494 | -10.74 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 9,792 | -0.29 | 778 | 0.39 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 1,005 | -2.43 | 80 | -2.47 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 18,194 | -13.78 | 1,446 | -13.15 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 9,185 | -15.56 | 725 | -14.50 | ||||
| 2025-07-25 | NP | PNIIX - Bond Market Index Fund Institutional Class | 40,000 | -11.11 | 3,164 | -10.88 | ||||
| 2025-05-06 | 13F | Westover Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 79,294 | -3.49 | 6,304 | -2.81 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 131,378 | -0.65 | 10,397 | -0.39 | ||||
| 2025-08-14 | 13F | Bakala Capital Management LLC | 19,475 | -5.13 | 1,548 | -4.44 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3,686 | -39.82 | 293 | -39.34 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 22,734 | -10.19 | 1,807 | -9.56 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 3,250 | -5.28 | 258 | -4.44 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 1,285 | -3.75 | 102 | -2.86 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 146,340 | -7.06 | 11,634 | -6.40 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 121,747 | -7.62 | 9,620 | -7.05 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7,663 | -38.36 | 1 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 4,590 | -5.63 | 365 | -4.96 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 25,539 | -11.11 | 2,023 | -10.49 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 2,325 | -36.44 | 185 | -35.89 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 9,239 | -0.70 | 734 | 0.00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4,383 | -65.23 | 348 | -65.03 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 1,305 | -21.15 | 104 | -20.77 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 113,622 | -1.13 | 9,033 | -0.44 | ||||
| 2025-04-16 | 13F | West Branch Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 203,017 | -3.23 | 16,140 | -2.55 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 18,743 | -4.07 | 1,490 | -3.37 | ||||
| 2025-08-04 | 13F | Retirement Systems of Alabama | 720,835 | -0.71 | 57,306 | -0.01 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 24,762 | -1.76 | 1,969 | -1.06 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 36,983 | -23.69 | 2,940 | -23.14 | ||||
| 2025-07-18 | 13F | Loudon Investment Management, LLC | 12,093 | -0.68 | 961 | 0.00 | ||||
| 2025-08-12 | 13F | Wulff, Hansen & Co. | 15,200 | -3.65 | 1,208 | -2.97 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3,554 | -1.96 | 283 | -1.40 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 866,620 | -3.07 | 68,897 | -2.38 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 92,355 | -9.78 | 7,342 | -9.13 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 333,730 | -0.33 | 26,532 | 0.37 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 4,029 | -21.90 | 320 | -21.38 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Resona Asset Management Co.,Ltd. | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 3,985 | -22.41 | 315 | -21.50 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 7,058 | -21.49 | 561 | -20.87 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 72,899 | -1.53 | 5,796 | -0.84 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 71,730 | -6.10 | 5,703 | -5.44 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 5,506 | -0.81 | 438 | -0.23 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 24,492 | -4.24 | 1,947 | -3.52 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 215,033 | -31.20 | 17,095 | -30.71 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 2,900 | -89.61 | 231 | -89.19 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 500 | -61.63 | 40 | -61.76 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 3,346 | -4.02 | 266 | -3.27 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 5,596 | -3.02 | 445 | -2.42 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 11,109 | -8.58 | 883 | -7.92 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 6,706 | -33.52 | 533 | -32.19 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 320,165 | -9.34 | 25,453 | -8.69 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 10,848 | -10.59 | 862 | -9.93 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 43,547 | -1.07 | 3,462 | -0.35 | ||||
| 2025-07-31 | 13F | DDD Partners, LLC | 77,043 | -2.75 | 6,125 | -2.06 | ||||
| 2025-05-15 | 13F | Centiva Capital, LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 80,140 | -3.04 | 6,371 | -2.35 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 8,002 | -11.03 | 636 | -10.30 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2,594 | -46.93 | 206 | -46.49 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 18,242 | -8.38 | 1,450 | -7.70 | ||||
| 2025-07-10 | 13F | Stonekeep Investments, LLC | 23,351 | -4.32 | 1,856 | -3.63 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5,843,635 | -1.18 | 464,569 | -0.48 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 14,460 | -4.20 | 1,150 | -3.53 | ||||
| 2025-08-11 | 13F | Factorial Partners, Llc | 3,600 | -87.23 | 286 | -87.15 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 19,340 | -0.64 | 1,538 | 0.07 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 147,993 | -1.86 | 11,683 | -1.86 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 40,930 | -3.42 | 3,254 | -2.75 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 74,184 | -9.53 | 5,898 | -8.90 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3,270 | -76.97 | 260 | -76.87 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 3,917 | -24.28 | 311 | -23.77 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 9,545 | -33.79 | 759 | -33.39 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 565,410 | -0.54 | 45 | 0.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 251,623 | -2.15 | 20,004 | -1.46 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 14,851 | -0.73 | 1,181 | -0.34 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 26,823 | -1.15 | 2,132 | -0.47 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Quattro Financial Advisors Llc | 105,302 | -0.97 | 8,372 | -0.26 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 3,497 | -81.93 | 276 | -81.99 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 10,118 | -1.69 | 804 | -0.99 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 30,265 | -15.67 | 2,406 | -15.07 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 5,440 | -3.55 | 432 | -2.92 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 225 | -22.41 | 18 | -22.73 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 5,292 | -1.85 | 421 | -1.18 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 42,997 | -40.26 | 3,418 | -39.83 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 76,466 | -4.00 | 6,079 | -3.31 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 132,953 | -1.62 | 10,570 | -0.92 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 15,124 | -3.48 | 1,202 | -2.75 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 99,849 | -16.68 | 7,938 | -16.10 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 18,506 | -15.37 | 1,471 | -14.77 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 4,350 | -15.78 | 346 | -15.44 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 9,916 | -15.14 | 788 | -14.53 | ||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 2,676 | -37.75 | 213 | -37.46 | ||||
| 2025-07-23 | 13F | Massachusetts Wealth Management | 59,892 | -1.16 | 4,761 | -0.46 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 175 | -68.35 | 14 | -69.77 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 12,740 | -3.93 | 1,013 | -3.25 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 949,055 | -2.41 | 75,450 | -1.72 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 43,984 | -1.75 | 3,497 | -1.05 | ||||
| 2025-07-25 | 13F | Bull Street Advisors, LLC | 52,847 | -1.35 | 4 | 0.00 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 93,927 | -24.31 | 7,467 | -23.78 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1,005,213 | -1.28 | 79,914 | -0.58 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 319,986 | -9.56 | 25,439 | -8.93 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 173,661 | -0.17 | 13,806 | 0.54 | ||||
| 2025-08-11 | 13F | McDonough Capital Management, Inc | 2,418 | -93.57 | 690 | -76.77 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 67,777 | -6.09 | 5,388 | -5.42 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 4,709 | -0.17 | 374 | 0.54 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 310 | -10.92 | 25 | -11.11 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 2,826 | -4.30 | 225 | -2.61 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 4,850 | -5.70 | 386 | -4.94 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 66,266 | -2.62 | 5,265 | -1.90 | ||||
| 2025-07-31 | 13F | United Community Bank | 2,319 | -2.28 | 184 | -1.60 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 29,830 | -1.28 | 2,371 | -0.59 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 18,417 | -1.97 | 1,464 | -1.28 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 5,802 | -40.27 | 461 | -39.82 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4,594 | -66.36 | 365 | -66.14 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9,679 | -3.70 | 769 | -3.03 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 10,492 | -6.98 | 834 | -6.29 | ||||
| 2025-05-09 | 13F | Altfest L J & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 42,719 | -6.35 | 3,396 | -5.67 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 8,328 | -0.50 | 1 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 152,433 | -19.99 | 12,118 | -19.43 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1,227 | -32.17 | 98 | -31.69 | ||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 28,398 | -4.63 | 2,258 | -3.96 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 300 | -41.97 | 24 | -42.50 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 4,743 | -10.41 | 377 | -9.59 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 192 | -50.13 | 15 | -50.00 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 107,549 | -3.03 | 8,550 | -2.34 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 34,945 | -6.22 | 2,778 | -5.54 | ||||
| 2025-05-02 | 13F | SeaBridge Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Macquarie Group Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 998,636 | -0.90 | 79,392 | -0.20 | ||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 382,843 | -11.62 | 30,436 | -11.00 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 2,993 | -4.47 | 238 | -4.05 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 429,844 | -6.93 | 34,001 | -6.74 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 18,193 | -7.21 | 1,446 | -6.53 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Aries Wealth Management | 23,247 | -1.42 | 1,848 | -0.70 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 115,247 | -2.54 | 9,162 | -1.84 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 19,085 | -4.32 | 1,517 | -3.62 | ||||
| 2025-07-23 | 13F | Axos Invest Inc. | 41,021 | -2.78 | 3,261 | -2.07 | ||||
| 2025-08-14 | 13F | Tandem Wealth Advisors LLC | 161,161 | -5.91 | 12,812 | -5.24 | ||||
| 2025-07-25 | 13F | Gordian Advisors LLC | 22,560 | -0.78 | 1,794 | -0.06 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 79,816 | -0.44 | 6,345 | 0.27 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 117,217 | -0.55 | 9,319 | 0.15 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 3,949 | -5.98 | 313 | -4.86 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 3,680 | -10.53 | 293 | -8.75 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 63,077 | -7.17 | 5,015 | -6.52 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 3,364 | -7.73 | 267 | -6.97 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 3,526 | -1.95 | 280 | -1.06 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 4,427 | -22.48 | 352 | -21.12 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 2,859,952 | -4.69 | 227,366 | -4.02 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 21,976 | -0.75 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 17,666 | -12.68 | 1,404 | -12.09 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Wilkins Investment Counsel Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 793,300 | -38.31 | 63,067 | -37.87 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,495 | -6.97 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 69 | -73.26 | 5 | -75.00 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 11,202 | -39.56 | 891 | -39.17 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 15,921 | -0.65 | 1,260 | -0.47 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 27,816 | -0.68 | 2,211 | 0.05 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 153,018 | -2.00 | 12,165 | -1.31 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 17,257,907 | -10.69 | 1,372,004 | -10.05 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 76,704 | -3.07 | 6,098 | -2.39 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 13,846 | -1.68 | 1,101 | -0.99 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 5,963 | -0.20 | 474 | 0.64 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 7,750 | -16.49 | 616 | -15.85 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 22,676 | -3.03 | 1,803 | -2.33 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 10,589 | -1.74 | 842 | -1.06 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 25,391 | -15.35 | 2,019 | -14.74 | ||||
| 2025-07-29 | 13F | Sims Investment Management, Llc | 27,486 | -1.77 | 2,185 | -1.04 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 7,724,724 | -1.84 | 614,050 | -1.15 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 8,694 | -3.81 | 689 | -3.37 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-23 | 13F | Country Club Bank /gfn | 78,997 | -3.54 | 6,272 | -2.97 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 101,535 | -0.43 | 8,073 | 0.27 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 20,386 | -57.78 | 1,621 | -57.49 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 4,848 | -38.36 | 385 | -37.90 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 1,075,599 | -1.62 | 85,510 | -0.92 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 284,791 | -2.72 | 22,641 | -2.03 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 7,613 | -1.49 | 605 | -0.82 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 91,323 | -10.62 | 7,260 | -9.98 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 25,775 | -4.25 | 2,049 | -3.58 | ||||
| 2025-08-06 | 13F | Excalibur Management Corp | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Florin Court Capital LLP | 72,204 | -1.37 | 5,740 | -0.66 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 403,499 | -0.65 | 32,078 | 0.06 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 14,335 | -19.30 | 1,135 | -18.05 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1,009 | -0.10 | 80 | 1.27 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 16,672 | -3.79 | 1,319 | -3.58 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 17,261 | -2.63 | 1,372 | -1.93 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 250,068 | -0.94 | 19,880 | -0.24 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 43,887 | -1.83 | 3,489 | -1.13 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 331,015 | -5.66 | 26,316 | -4.99 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 5,973 | -17.48 | 475 | -16.99 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 2,960 | -11.90 | 235 | -11.32 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 37,238 | -14.81 | 2,952 | -14.43 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 103,791 | -1.31 | 8,251 | -0.61 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 120,152 | -0.66 | 9,552 | 0.04 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 23,742 | -2.20 | 1,887 | -1.51 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3,074 | -42.52 | 244 | -42.18 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 25,087 | -4.16 | 1,994 | -3.48 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A | 5,491 | -13.40 | 437 | -12.80 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 46,529 | -13.07 | 3,693 | -11.92 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 31,083 | -0.73 | 2,471 | 0.00 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 826 | -4.62 | 66 | -4.41 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 2,531 | -0.59 | 201 | 0.50 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 161,159 | -4.67 | 12,722 | -5.36 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Hopwood Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 4,825 | -42.70 | 384 | -42.32 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 10,369 | -12.17 | 824 | -11.59 | ||||
| 2025-04-09 | 13F | Pioneer Wealth Management Group | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 3,359 | -57.77 | 267 | -57.64 | ||||
| 2025-04-23 | 13F | International Assets Investment Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 7,984 | -17.48 | 635 | -16.91 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 8,141 | -7.15 | 647 | -6.50 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 57,368 | -36.31 | 4,551 | -36.01 | ||||
| 2025-05-30 | 13F/A | Modern Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 5,154 | -6.09 | 410 | -5.54 | ||||
| 2025-07-25 | 13F | CV Advisors LLC | 5,267 | -26.51 | 417 | -25.93 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 2,862 | -46.09 | 228 | -45.82 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1,904 | -20.80 | 151 | -20.11 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 52,489 | -3.05 | 4,173 | -2.39 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 29,947 | -0.18 | 2,381 | 0.51 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 106,440 | -6.74 | 8,402 | -5.63 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 7,655 | -4.56 | 609 | -3.95 | ||||
| 2025-08-28 | NP | MFUL - Mindful Conservative ETF | 13,858 | -57.93 | 1,102 | -55.82 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 369 | -50.00 | 29 | -50.00 | ||||
| 2025-07-29 | NP | JRLDX - Multi-Index 2010 Lifetime Portfolio Class 1 | 105,043 | -2.26 | 8,308 | -2.01 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 11,700 | -10.25 | 930 | -9.62 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 12,894 | -62.09 | 1,025 | -61.81 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 2,526 | -1.56 | 201 | -0.99 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 43 | -99.08 | 3 | -99.18 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 95,162 | -1.18 | 7,565 | -0.47 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 381,603 | -4.63 | 30,337 | -3.95 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 5,171 | -1.84 | 411 | -0.96 | ||||
| 2025-07-31 | 13F | Hoge Financial Services, Llc | 2,667 | -8.63 | 212 | -7.83 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 3,082 | -0.87 | 245 | 0.00 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 1,372 | -16.70 | 109 | -14.84 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 6,059 | -8.69 | 482 | -8.03 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Arrow Financial Corp | 70,060 | -5.34 | 5,570 | -4.67 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 139,848 | -13.80 | 11,062 | -13.62 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 8,092 | -38.69 | 643 | -38.23 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 84,538 | -6.72 | 6,721 | -6.07 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 16,505 | -2.53 | 1,312 | -1.80 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 7,178 | -29.18 | 571 | -28.75 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 12,180 | -0.46 | 968 | 0.31 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 11,977 | -2.07 | 952 | -1.35 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 300,250 | -4.22 | 23,870 | -3.54 | ||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 165,468 | -0.88 | 13,155 | -0.18 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 5,245 | -0.06 | 417 | 0.48 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 34,124 | -1.13 | 2,713 | -0.44 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 4,468 | -63.79 | 354 | -63.53 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 120,521 | -51.95 | 10 | -52.63 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 31 | -32.61 | 2 | -33.33 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 5,386 | -0.02 | 428 | 0.71 | ||||
| 2025-05-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 3,192 | -3.94 | 254 | -3.44 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3,895 | -11.07 | 310 | -10.43 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 16,386 | -30.17 | 1,303 | -29.70 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 58,055 | -2.19 | 4,615 | -1.49 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 24,916 | -1.79 | 1,981 | -1.10 | ||||
| 2025-04-23 | 13F | Symmetry Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 184,372 | -0.75 | 14,658 | -0.05 | ||||
| 2025-08-14 | 13F | Point72 Asset Management, L.P. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 1,201,245 | -2.62 | 68,043 | -2.95 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 29,267 | -0.47 | 2,327 | 0.22 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 59,814 | -1.48 | 4,755 | -0.77 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 2,134 | -4.69 | 170 | -3.98 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 4,420 | -0.56 | 351 | 0.29 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 53,009 | -25.15 | 4,214 | -24.62 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 100,042 | -1.17 | 7,953 | -0.48 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 949,420 | -0.70 | 76 | 0.00 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 23,753 | -6.72 | 1,888 | -6.07 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5,052 | -14.94 | 0 | |||||
| 2025-08-18 | 13F | Cunning Capital Partners, LP | 3,850 | -45.00 | 0 | |||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 3,244 | -64.27 | 258 | -64.11 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 5,520 | -2.30 | 439 | -1.79 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 79,784 | -0.95 | 6,343 | -0.25 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 29,862 | -44.98 | 2,374 | -44.58 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 395,784 | -0.88 | 31,465 | -0.17 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 35,955 | -13.74 | 2,858 | -12.89 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | JRLKX - Multi-Index 2015 Lifetime Portfolio Class R4 | 112,143 | -2.11 | 8,869 | -1.85 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 3,814 | -6.43 | 303 | -5.61 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 3,882 | -0.87 | 309 | -0.32 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 3,563 | -18.37 | 283 | -17.73 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 19,219 | -49.32 | 1,528 | -48.98 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,536,059 | -2.94 | 122,117 | -2.25 | ||||
| 2025-08-14 | 13F | Comerica Bank | 244,249 | -5.07 | 19,418 | -4.40 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 38,862 | -34.94 | 3,090 | -34.47 | ||||
| 2025-05-02 | 13F | Dakota Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Shayne & Co., Llc | 12,320 | -0.12 | 979 | 0.62 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 5,737 | -38.83 | 456 | -38.38 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 2,883 | -0.65 | 229 | 0.00 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 8,709 | -19.38 | 692 | -17.81 | ||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 410,405 | -35.72 | 32,627 | -35.26 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 25,840 | -28.21 | 2,054 | -27.70 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 2,920 | -11.70 | 232 | -11.11 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 42,898 | -24.57 | 3,410 | -24.04 | ||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Income ETF | 7,575 | -11.56 | 600 | -10.86 | ||||
| 2025-05-16 | 13F/A | Atlanta Consulting Group Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 400 | -12.09 | 32 | -11.43 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | First Merchants Corp | 3,634 | -12.09 | 289 | -11.66 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 1,442 | -3.48 | 115 | -2.56 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 3,827 | -10.37 | 304 | -9.79 | ||||
| 2025-08-06 | 13F | Equity Investment Corp | 38,961 | -0.23 | 3,097 | 0.49 | ||||
| 2025-07-17 | 13F | Asio Capital, LLC | 151,370 | -22.58 | 12,034 | -22.04 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 21,234 | -5.42 | 1,688 | -4.74 | ||||
| 2025-08-18 | 13F | V2 Financial group LLC | 9,712 | -10.40 | 772 | -9.71 | ||||
| 2025-08-12 | 13F | Cumberland Partners Ltd | 24,800 | -23.22 | 1,972 | -22.68 | ||||
| 2025-08-01 | 13F | Motco | 1,516 | -4.05 | 120 | -3.23 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 3,492 | -0.80 | 278 | 0.00 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 10,665 | -11.74 | 848 | -11.12 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 126,614 | -18.62 | 10,066 | -18.05 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 71,821 | -6.61 | 5,710 | -5.95 | ||||
| 2025-08-28 | NP | BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares | Short | -1,800,000 | -451.22 | -1,134 | -102.94 | |||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 2,806 | -0.04 | 223 | 0.90 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 93 | -3.12 | 7 | 0.00 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 18,761 | -0.93 | 1,492 | -0.20 | ||||
| 2025-08-07 | 13F | Commerce Bank | 5,170 | -1.62 | 411 | -0.72 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 125,307 | -20.22 | 10 | -25.00 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 8,500 | -96.03 | 676 | -96.01 | ||||
| 2025-08-07 | 13F | Latko Wealth Management, Ltd. | 3,840 | -9.46 | 0 | |||||
| 2025-04-25 | 13F | BankPlus Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 115,341 | -1.68 | 9,170 | -0.98 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 387,411 | -2.53 | 30,799 | -1.84 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 13,858 | -57.93 | 1,102 | -55.82 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 3,894 | -70.60 | 310 | -70.43 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32,494 | -1.34 | 2,583 | -0.65 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 4,853 | -2.41 | 386 | -1.79 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 8,175 | -0.87 | 650 | -0.15 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 5,271,405 | -2.46 | 419,077 | -1.77 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Litman Gregory Asset Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 30,199 | -1.81 | 2,397 | -1.28 | ||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 453,740 | -1.54 | 36,072 | -0.84 | ||||
| 2025-07-29 | 13F | Robinson Value Management, Ltd. | 1 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 17,983 | -10.59 | 1,430 | -9.96 | ||||
| 2025-04-17 | 13F | Missouri Trust & Investment Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 30,523 | -10.23 | 2,427 | -9.61 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,526 | -6.38 | 121 | -5.47 | ||||
| 2025-08-12 | 13F | Prudential Plc | 12,676,393 | -39.26 | 1,007,773 | -38.83 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 83,944 | -15.26 | 6,674 | -14.66 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 13,972 | -1.33 | 1,111 | -0.63 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 27,887 | -2.64 | 2,217 | -1.90 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 145,886 | -0.66 | 11,598 | 0.03 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 41,703 | -12.33 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4,339 | -17.63 | 345 | -17.11 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 340,810 | -0.49 | 27,094 | 0.21 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 458 | -0.43 | 36 | 0.00 |
