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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 6,701 | -0.43 | 853 | 6.09 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 114,037 | -1.66 | 14,517 | 4.78 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 9,754 | -2.29 | 1,242 | 4.11 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4,794 | -1.18 | 610 | 5.35 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | City State Bank | 27,799 | -1.93 | 3,539 | 4.49 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 3,187 | -4.15 | 406 | 2.02 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 77,513 | -3.35 | 9,867 | 2.99 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 65,195 | -1.10 | 7,789 | 0.06 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,658 | -9.15 | 211 | -3.21 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 7,698 | -1.87 | 980 | 5.72 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 1,763 | -31.64 | 224 | -27.27 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 58,836 | -1.48 | 7,490 | 4.96 | ||||
| 2025-08-14 | 13F | Quantitative Investment Management, LLC | 6,279 | -50.52 | 1 | -100.00 | ||||
| 2025-07-30 | 13F | Cavalier Investments, LLC | 67,254 | -1.98 | 8,561 | 4.45 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 92,960 | -2.94 | 11,834 | 3.42 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 133 | -37.56 | 17 | -36.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 231,410 | -3.28 | 29,459 | 3.05 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 1,977 | -2.47 | 252 | 3.72 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 4,252 | -2.25 | 541 | 4.24 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 30,569 | -4.05 | 3,891 | 2.23 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 8,600 | -63.09 | 1,095 | -60.69 | |||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 28,156 | -0.27 | 3,584 | 6.29 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 14,277 | -2.95 | 1,817 | 3.41 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 10,614 | -17.50 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 26,720 | -8.91 | 3,401 | -3.05 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 6,391 | -1.40 | 814 | 5.04 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 1,608 | -12.42 | 205 | -6.85 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 17,321 | -49.72 | 2 | -50.00 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 4,951 | -2.75 | 630 | 4.83 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 3,813 | -13.91 | 485 | -8.32 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3,728 | -85.18 | 475 | -84.22 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 16,939 | -4.76 | 2,156 | 1.51 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2,288 | -0.17 | 291 | 6.59 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 100,023 | -0.06 | 12,733 | 6.48 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 5,365 | -0.46 | 683 | 6.07 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 10,184 | -6.26 | 1,296 | -0.15 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 5,723 | -2.62 | 729 | 3.70 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10,265 | -2.46 | 1,307 | 3.90 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 40 | -16.67 | 5 | 0.00 | ||||
| 2025-07-28 | NP | AGOX - Adaptive Growth Opportunities ETF | 67,136 | -3.07 | 8,250 | -5.55 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 3,814 | -8.47 | 485 | -2.22 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 3,971 | -2.24 | 510 | 4.95 | ||||
| 2025-05-27 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 705 | -87.59 | 84 | -87.46 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 10,113 | -12.46 | 1,287 | -6.74 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 2,003 | -5.25 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 5,780 | -14.55 | 736 | -9.03 | ||||
| 2025-05-13 | 13F | Mill Creek Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 9,548 | -9.00 | 1,215 | -3.03 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 11,190 | -4.07 | 1,405 | 0.86 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 1,957 | -8.68 | 249 | -2.35 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 9,500 | -0.65 | 1,209 | 5.87 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 7,313 | -5.43 | 931 | 0.76 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Soros Fund Management Llc | 0 | -100.00 | 0 | |||||
| 2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 2,205 | -85.36 | 278 | -83.75 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 177 | -58.06 | 23 | -56.00 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 1,834 | -7.56 | 234 | -1.27 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 4,128 | -16.45 | 526 | -9.95 | ||||
| 2025-08-12 | 13F | Bokf, Na | 26,354 | -2.46 | 3,355 | 3.90 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 6,008 | -54.08 | 765 | -51.12 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 4,628 | -41.79 | 589 | -37.93 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 4,219 | -13.88 | 537 | -8.21 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 3,555 | -15.01 | 455 | -2.37 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 2,366 | -62.42 | 301 | -59.97 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 11,417 | -0.44 | 1,453 | 6.06 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 182,957 | -7.60 | 23,436 | -0.77 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 1,801 | -20.45 | 229 | -15.19 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 38,212 | -19.90 | 4,864 | -14.65 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 2,945 | -30.06 | 375 | -25.65 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | one8zero8, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 11,007 | -34.22 | 1,401 | -29.88 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 158,002 | -6.22 | 20 | 0.00 | ||||
| 2025-05-09 | 13F | Wealthspire Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 4,777 | -7.94 | 608 | -1.78 | ||||
| 2025-04-30 | 13F | Hara Capital LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 17,836 | -1.90 | 2,271 | 4.51 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 1,677 | -9.25 | 213 | -3.18 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 2,616 | -6.74 | 333 | -0.60 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 118 | -99.96 | 15 | -99.96 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 3,482 | -4.45 | 443 | 1.84 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 252 | -14.29 | 32 | -8.57 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 4,489 | -35.36 | 571 | -31.12 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4,627 | -1.62 | 589 | 19.27 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 30,775 | -36.53 | 3,918 | -32.38 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 9,324 | -0.45 | 1,187 | 6.08 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 26,902 | -3.51 | 3,425 | 2.79 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 30,036 | -4.39 | 3,824 | 1.87 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 47,415 | -0.83 | 6 | 20.00 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Lummis Asset Management, LP | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Prudential Plc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 13,727 | -6.24 | 1,747 | -0.11 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4,154 | -6.69 | 529 | -0.56 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 16,328 | -5.94 | 2,079 | 0.24 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8,267 | -1.04 | 1,052 | 5.41 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 2,680 | -10.43 | 341 | -4.48 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Sachetta, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 6,677 | -11.52 | 850 | -5.77 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1,899 | -11.39 | 242 | -5.86 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 343,860 | -1.23 | 43,773 | 5.24 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 3,095 | -8.05 | 394 | -2.24 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 60,208 | -22.64 | 6,014 | -24.54 | ||||
| 2025-08-08 | 13F | Creative Planning | 77,418 | -1.85 | 9,855 | 4.58 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Davis R M Inc | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3,075 | -58.98 | 0 | |||||
| 2025-08-08 | 13F | Allianz Se | 46 | -99.98 | 6 | -99.98 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 4,739 | -17.34 | 603 | -11.84 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 725 | -49.34 | 92 | -45.88 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 1 | -98.33 | 0 | -100.00 | ||||
| 2025-04-10 | 13F | Retireful, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Comprehensive Financial Planning, Inc./PA | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | Davis Capital Management | 676 | -3.01 | 81 | -2.44 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 28,724 | -35.46 | 3,657 | -31.24 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 3,870 | -72.28 | 493 | -70.49 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 463,318 | -10.29 | 58,980 | -4.41 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 2,707 | -0.11 | 345 | 6.50 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 13,617 | -0.42 | 1,733 | 6.12 | ||||
| 2025-08-12 | 13F | Barings Llc | 88,974 | -49.89 | 11,326 | -46.60 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 723,843 | -30.30 | 92,145 | -25.73 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 48 | -11.11 | 6 | 0.00 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Golden State Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2,992 | -96.07 | 381 | -96.05 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 36,456 | -6.92 | 4,641 | -0.83 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 2,593 | -4.53 | 330 | 1.85 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 18,008 | -84.90 | 2,293 | -84.38 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 13,347 | -1.13 | 1,700 | 5.33 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 85,867 | -11.68 | 10,931 | -5.90 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 36 | -61.29 | 0 | |||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 7,286 | -26.68 | 928 | -21.90 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 4,515 | -2.78 | 575 | 3.61 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,428 | -30.31 | 182 | -25.82 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Waters Parkerson & Co., Llc | 4,250 | -4.49 | 541 | 1.88 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Community Bank, N.A. | 7,490 | -5.67 | 953 | 0.53 | ||||
| 2025-05-09 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 50,314 | -32.95 | 6,405 | -28.57 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 790 | -3.66 | 94 | -2.08 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3,707 | -19.29 | 472 | -14.05 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 1,706 | -7.38 | 217 | -1.36 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 50,980 | -68.71 | 6,490 | -66.66 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 149,141 | -1.98 | 18,986 | 4.45 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 1,683 | -9.90 | 214 | -4.04 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 1,829 | -35.37 | 233 | -31.36 | ||||
| 2025-05-14 | 13F | MAS Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 2,841 | -5.90 | 362 | 0.28 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 1,903 | -28.13 | 242 | -23.42 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 3,900 | -50.00 | 496 | -46.72 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 46,059 | -20.02 | 5,863 | -14.78 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 5,595 | -1.13 | 712 | 5.33 | ||||
| 2025-05-13 | 13F | Eaton Financial Holdings Company, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 21,171 | -2.85 | 2,743 | 5.38 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 3,826 | -3.51 | 487 | 2.96 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 470 | -12.96 | 60 | -7.81 | ||||
| 2025-07-14 | 13F | Stapp Wealth Management, Pllc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 4,823 | -3.44 | 614 | 3.02 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 260 | -59.12 | 0 | |||||
| 2025-05-05 | 13F | Aire Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Betterment LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 142 | -43.43 | 0 | |||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 40,493 | -0.91 | 5,155 | 5.57 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 7,586 | -8.47 | 966 | -2.53 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2,565 | -4.89 | 327 | 1.24 | ||||
| 2025-05-15 | 13F | Wilson & Boucher Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 3,000 | -53.42 | 382 | -50.46 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 32,340 | -2.80 | 4,117 | 3.57 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 607 | -51.13 | 77 | -47.97 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 5,180 | -0.94 | 659 | 5.61 | ||||
| 2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 9,995 | -0.02 | 1,272 | 6.53 | ||||
| 2025-04-28 | 13F | Swmg, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10,258 | -4.56 | 1,305 | 1.64 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 70,760 | -24.96 | 9,050 | -19.66 | ||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Selective Risk ETF | 19,425 | -18.36 | 2,387 | -20.47 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 11,257 | -0.33 | 1,433 | 6.23 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 22,322 | -0.42 | 2,842 | 6.09 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 13,759 | -12.68 | 1,751 | -5.86 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 9,943 | -6.13 | 1,266 | 0.00 | ||||
| 2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 343,414 | -26.71 | 43,717 | -21.91 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Wall Street Financial Group, Inc. | 69,966 | -0.79 | 8,359 | 0.38 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,468 | -37.37 | 187 | -33.57 | ||||
| 2025-08-14 | 13F | Kinloch Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 6,357 | -20.56 | 809 | -15.38 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 6,101 | -3.69 | 777 | 2.65 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 70,163 | -1.48 | 8,382 | -0.31 | ||||
| 2025-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 31,208 | -5.60 | 3,973 | 0.58 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 3,128 | -17.53 | 398 | -12.14 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 14,462 | -1.95 | 1,841 | 4.48 | ||||
| 2025-05-02 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 818,817 | -5.17 | 104,249 | 1.03 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 102,976 | -28.85 | 13,109 | -24.19 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 4,771 | -23.38 | 607 | -18.30 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 3,175 | -3.76 | 379 | -2.57 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 18,071 | -5.76 | 2,300 | 0.44 | ||||
| 2025-08-12 | 13F | Terra Nova Asset Management LLC | 16,183 | -0.42 | 2,060 | 6.13 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,446 | -0.28 | 184 | 6.36 | ||||
| 2025-07-10 | 13F | Polianta Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 8,225 | -3.60 | 1 | 0.00 | ||||
| 2025-06-03 | 13F | Invst, LLC | 52,862 | -20.87 | 6,315 | -19.93 | ||||
| 2025-05-14 | 13F | Retirement Capital Strategies | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 39,765 | -0.13 | 5,062 | 6.43 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 10,807 | -6.21 | 1,376 | -0.07 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 2,609 | -8.04 | 328 | -3.25 | ||||
| 2025-08-15 | 13F | Fairfield, Bush & Co. | 2,823 | -3.22 | 359 | 3.16 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 4,605 | -4.60 | 586 | 1.74 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 16,414 | -1.19 | 2 | 100.00 | ||||
| 2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 137,191 | -0.55 | 17,464 | 5.97 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,803,271 | -5.42 | 229,556 | 0.78 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,832 | -20.74 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 3,402,528 | -6.15 | 433,142 | 0.00 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 15,018 | -12.77 | 1,912 | -7.05 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 15,236 | -17.38 | 1,940 | -11.74 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,108 | -7.42 | 268 | 0.00 | ||||
| 2025-07-31 | 13F | Northstar Asset Management Llc | 36,351 | -2.15 | 4,627 | 4.26 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 307,655 | -13.07 | 39,164 | -7.37 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 5,713 | -3.98 | 727 | 2.39 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 598 | -93.61 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 285 | -37.77 | 34 | -38.89 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 12,901 | -0.96 | 1,656 | 6.36 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 37,377 | -65.37 | 4,758 | -62.66 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 537,866 | -0.23 | 68,470 | 6.31 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 9,378 | -47.30 | 1,194 | -43.86 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 29,929 | -0.54 | 3,810 | 5.95 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 6,595 | -15.68 | 840 | -10.17 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 1,644 | -17.22 | 209 | -11.81 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 32,997 | -0.30 | 4,201 | 6.22 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,000,198 | -3.46 | 127,325 | 2.87 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 3,798 | -0.45 | 483 | 6.15 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 12,268 | -0.94 | 1,562 | 5.54 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 114,044 | -14.82 | 14,518 | -9.24 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 215,975 | -0.56 | 27,513 | 6.03 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 2,093 | -2.38 | 266 | 3.91 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 2,855 | -92.49 | 363 | -92.01 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 7,775 | -5.51 | 990 | 0.71 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 4,561 | -3.63 | 581 | 2.65 | ||||
| 2025-08-14 | 13F | Comerica Bank | 45,779 | -0.77 | 5,828 | 5.73 | ||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 18,053 | -2.88 | 2,298 | 3.51 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 954 | -22.00 | 121 | -17.12 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 22,910,811 | -0.36 | 2,916,546 | 6.17 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5,709 | -13.01 | 727 | -7.40 | ||||
| 2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 4,869 | -0.51 | 620 | 5.99 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 104,677 | -0.34 | 13,325 | 6.20 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 9,216 | -3.66 | 1,173 | 2.71 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 23,512 | -0.76 | 2,993 | 5.76 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 91,447 | -9.33 | 12 | -8.33 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 18,221 | -6.59 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 587 | -5.02 | 75 | 1.37 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2,706 | -3.01 | 344 | 4.56 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 12,038 | -3.53 | 1,532 | 2.82 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1,240 | -56.18 | 158 | -53.55 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 290 | -16.43 | 37 | -12.20 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 468,455 | -1.00 | 59,635 | 5.49 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 22,062 | -1.48 | 2,809 | 4.97 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 23,324 | -0.74 | 2,964 | 2.17 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 16,386 | -11.99 | 2,086 | -6.25 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 13,685 | -0.01 | 1,742 | 6.54 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 2,701 | -0.52 | 344 | 5.86 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 6,305 | -1.67 | 803 | 4.70 | ||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 3,293 | -28.32 | 419 | -22.69 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 9,520 | -57.22 | 1,212 | -54.44 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 980 | -2.00 | 125 | 4.20 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4,431 | -0.54 | 564 | 6.21 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 5,524 | -8.59 | 660 | -7.57 | ||||
| 2025-04-17 | 13F | Fairvoy Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 5,437 | -16.97 | 692 | -11.51 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 3,357 | -1.06 | 427 | 5.43 | ||||
| 2025-07-14 | 13F | Argentarii, LLC | 34,700 | -0.19 | 4,417 | 6.36 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 5,720 | -6.49 | 728 | -0.27 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 58,659 | -0.77 | 7,008 | 0.40 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 2,000 | -84.73 | 255 | -83.77 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Americana Partners, LLC | 2,329 | -21.26 | 297 | -16.15 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 2,171 | -9.77 | 276 | -3.83 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 4,017 | -6.93 | 511 | -0.78 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 52,373 | -2.57 | 6,667 | 3.82 | ||||
| 2025-07-11 | 13F | CMH Wealth Management LLC | 133,988 | -1.01 | 17,057 | 5.48 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2,952 | -1.67 | 376 | 4.75 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 3,684 | -29.40 | 469 | -24.88 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,723 | -19.67 | 219 | -14.45 | ||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 57,714 | -15.79 | 7,347 | -10.26 |
