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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Wbh Advisory Inc | 13,892 | -1.75 | 2,452 | 1.53 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 1,588 | -10.13 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 2,282 | -6.21 | 421 | 3.96 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 33,185 | -5.65 | 5,858 | -2.50 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 26,472 | -5.69 | 4,673 | -2.54 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 16,430 | -0.24 | 2,900 | 3.09 | ||||
| 2025-08-28 | NP | BTSAX - BTS Managed Income Fund Class A Shares | 1,618 | -6.09 | 286 | -3.06 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 488 | -23.51 | 86 | -20.37 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 9,612 | -0.24 | 1,697 | 3.10 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 33,565 | -50.62 | 5,925 | -48.98 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 6,639 | -3.80 | 1,172 | -0.59 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 57,225 | -11.23 | 10,101 | -8.27 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 17,388 | -1.41 | 3,069 | 1.89 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 8,200 | -17.17 | 1,447 | -14.43 | |||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 1,452 | -0.48 | 256 | 7.56 | ||||
| 2025-08-14 | 13F | Kinloch Capital, LLC | 5,233 | -21.88 | 924 | -19.32 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 1,931 | -55.93 | 341 | -49.03 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 6,440 | -0.11 | 1,138 | 2.25 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 34,863 | -11.76 | 6,154 | -8.82 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 1,947 | -72.70 | 344 | -72.11 | ||||
| 2025-05-02 | 13F | Castlekeep Investment Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8,889 | -3.15 | 1,569 | 0.06 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 255 | -8.27 | 45 | -4.26 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 2,131 | -2.11 | 376 | 1.35 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 3,231 | -0.03 | 570 | 3.45 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 2,786 | -26.26 | 492 | -23.88 | ||||
| 2025-04-21 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 1,433 | -36.17 | 253 | -34.20 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 32,762 | -2.33 | 5,783 | 0.93 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 8,655 | -0.23 | 1,528 | 3.11 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2,382 | -4.57 | 420 | -1.41 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 3,286 | -41.96 | 580 | -40.02 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 1,522 | -20.73 | 0 | |||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 2,045 | -16.94 | 382 | -9.72 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 23 | -89.45 | 4 | -88.57 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 93,795 | -1.14 | 16,556 | 2.15 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 4,394 | -2.25 | 776 | 1.04 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 3,166 | -4.12 | 559 | -1.06 | ||||
| 2025-04-14 | 13F | Tilia Fiduciary Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 9,828 | -1.96 | 1,735 | 1.29 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 202,388 | -0.54 | 35,724 | 2.77 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 20 | -4.76 | 4 | 0.00 | ||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 16,472 | -0.07 | 2,907 | 3.27 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 17,720 | -5.85 | 3,128 | -2.74 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 6,788 | -3.50 | 1,198 | -0.25 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10,947 | -3.51 | 1,932 | -0.26 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1,453 | -6.56 | 256 | -3.40 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 30,169 | -11.23 | 5,325 | -8.27 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 295 | -2.96 | 52 | 0.00 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 7,606 | -1.12 | 1,342 | 2.21 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4,866 | -26.74 | 859 | -24.34 | ||||
| 2025-05-13 | 13F | Adviser Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 375,973 | -1.29 | 66,363 | 2.00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 733 | -44.97 | 129 | -38.57 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 10,708 | -21.81 | 1,890 | -18.81 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 21,468 | -34.33 | 3,789 | -32.15 | ||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 1,833 | -5.08 | 324 | -17.60 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 5,172 | -1.17 | 913 | 2.13 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 16,275 | -27.36 | 2,873 | -24.93 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 1,555 | -3.12 | 274 | 0.00 | ||||
| 2025-05-09 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 3,514 | -0.06 | 620 | 3.33 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 2,571 | -4.14 | 454 | -1.09 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 2,122 | -3.89 | 375 | -0.80 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 2,427 | -3.80 | 429 | -0.70 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 19,319 | -2.31 | 3,410 | 0.98 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 40,064 | -0.18 | 7,072 | 3.15 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 6,894 | -25.93 | 1,217 | -23.47 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 24,390 | -5.62 | 4,305 | -2.47 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 13,445 | -2.35 | 2,373 | 0.94 | ||||
| 2025-04-10 | 13F | Retireful, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1,033 | -7.77 | 182 | -4.71 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 8,548 | -2.84 | 1,509 | 0.40 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Barclays Plc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 4,115 | -4.08 | 726 | -0.82 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 883 | -2.00 | 156 | 1.31 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 511,501 | -20.45 | 90,285 | -17.80 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 11,723 | -29.46 | 2,069 | -27.10 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 6,450 | -4.44 | 1,138 | -1.22 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 630 | -14.86 | 111 | -11.90 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 1,408 | -0.28 | 248 | 2.90 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 188 | -82.54 | 33 | -81.97 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 4,562 | -52.87 | 805 | -51.30 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 4,824 | -4.61 | 1 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 4,752 | -6.70 | 839 | -3.57 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 33,550 | -25.51 | 5,922 | -23.03 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 1,134 | -3.98 | 200 | -0.50 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 40,742 | -22.60 | 7,191 | -20.01 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 158 | -3.07 | 27 | 0.00 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 27,140 | -0.35 | 4,791 | 2.99 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Bcm Advisors, Llc | 3,281 | -4.95 | 600 | 0.67 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 51,419 | -35.32 | 9,081 | -33.12 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 1,218 | -4.40 | 215 | -1.38 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 8,169 | -16.40 | 1,442 | -13.66 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 994 | -25.82 | 176 | -23.25 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 54 | -43.16 | 10 | -43.75 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,194 | -25.30 | 387 | -22.75 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 5,223 | -0.19 | 922 | 3.14 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 35,600 | -30.20 | 6,284 | -27.87 | |||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 9,904 | -89.73 | 1,748 | -89.39 | ||||
| 2025-05-13 | 13F | Elevation Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 4,746 | -43.96 | 1 | -100.00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 1,337 | -38.64 | 236 | -36.83 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 15,278 | -3.11 | 2,697 | 0.11 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 2,741 | -1.44 | 484 | 1.68 | ||||
| 2025-07-14 | 13F | Stapp Wealth Management, Pllc | 8,947 | -43.65 | 1,579 | -41.76 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 4,935 | -5.84 | 871 | -2.68 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 1,170 | -5.19 | 207 | -1.90 | ||||
| 2025-04-25 | 13F | Tradewinds Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 25 | -86.70 | 4 | -85.19 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 1,522 | -73.69 | 269 | -72.85 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 2,320 | -3.93 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 5,133 | -11.01 | 906 | -8.02 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 4,390 | -2.23 | 775 | 1.04 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 3,716 | -8.13 | 635 | -4.08 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1,219 | -27.31 | 215 | -24.83 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5,625 | -27.92 | 1,042 | -21.85 | ||||
| 2025-05-15 | 13F | Betterment LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 69 | -54.90 | 12 | -53.85 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 166,163 | -23.90 | 29,329 | -21.36 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 7,849 | -4.03 | 1,385 | 3.67 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 6,431 | -11.63 | 1,135 | -8.62 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 5,626 | -0.05 | 993 | 3.33 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1,459 | -11.63 | 258 | -8.87 | ||||
| 2025-04-24 | 13F | My Personal CFO, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Brown Brothers Harriman & Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1,449 | -8.17 | 256 | -5.20 | ||||
| 2025-08-08 | 13F | Beck Bode, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 1,219 | -10.96 | 215 | -7.73 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 7,236 | -48.47 | 1,277 | -46.75 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 9,934 | -1.85 | 1,697 | 2.60 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 4,172 | -1.93 | 736 | 1.38 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 2,351 | -0.63 | 415 | 2.72 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 40,811 | -4.56 | 7,204 | -1.37 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 9,818 | -11.46 | 1,733 | -4.42 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1,619 | -2.29 | 286 | 0.71 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 27,638 | -3.22 | 4,878 | 0.02 | ||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 82,619 | -0.79 | 14,583 | 2.53 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 11,469 | -0.52 | 2,024 | 2.79 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 5,401 | -8.12 | 953 | -4.99 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 8,009 | -4.24 | 1,414 | -1.05 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 26,731 | -8.49 | 4,718 | -5.43 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 1,841 | -21.96 | 0 | |||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 20,748 | -1.08 | 3,662 | 2.23 | ||||
| 2025-08-08 | 13F | Creative Planning | 24,998 | -2.99 | 4,412 | 0.25 | ||||
| 2025-04-16 | 13F | Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 12,025 | -1.05 | 2,123 | 2.27 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 1,172,083 | -1.52 | 206,885 | 1.77 | ||||
| 2025-06-03 | 13F | Invst, LLC | 38,684 | -17.81 | 6,608 | -14.09 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 12,608 | -4.37 | 2,225 | -1.20 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 199 | -21.65 | 35 | -18.60 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 7,286 | -5.82 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3,558 | -0.70 | 1 | |||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 1,943 | -8.95 | 343 | -6.04 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3,331 | -18.87 | 590 | -15.98 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4,540 | -40.81 | 801 | -38.85 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 8,925 | -15.76 | 1,567 | -13.38 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 8,243 | -6.18 | 1,455 | -3.07 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 5,434 | -9.57 | 959 | -6.53 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 26,109 | -8.50 | 4,608 | -5.44 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 383 | -3.53 | 68 | 0.00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 1,792 | -0.50 | 316 | 2.93 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 4,630 | -1.20 | 817 | 2.13 | ||||
| 2025-05-01 | 13F | Fulcrum Equity Management | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 7,594 | -0.50 | 1,346 | 2.59 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 2,262 | -3.00 | 399 | 0.25 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 4,027 | -0.59 | 711 | 2.75 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 1,144 | -13.14 | 202 | -10.27 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 7,366 | -8.21 | 1,300 | -5.11 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 4,119 | -0.51 | 727 | 2.83 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 8,202 | -31.36 | 1,448 | -27.51 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 3,885 | -0.56 | 686 | 2.70 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 3,857 | -0.52 | 681 | 2.72 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 48,993 | -5.22 | 8,648 | -2.06 | ||||
| 2025-07-17 | 13F | City Holding Co | 345 | -2.27 | 61 | 0.00 | ||||
| 2025-04-16 | 13F | West Branch Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Murphy & Mullick Capital Management Corp | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Ariston Services Group | 16,605 | -0.05 | 2,931 | 3.28 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4,077 | -10.63 | 720 | -7.70 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 104,956 | -0.87 | 19 | 0.00 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6,336 | -1.72 | 1,118 | 1.54 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 2,920 | -3.31 | 515 | 0.00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 2,718 | -1.56 | 480 | 1.70 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 80 | -20.00 | 14 | -17.65 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 53,563 | -5.52 | 9,454 | -2.36 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 19,081 | -0.07 | 3,368 | 2.93 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 14,751 | -8.14 | 2,604 | -5.07 | ||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 6,154 | -0.49 | 1,086 | 2.84 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 1,451 | -9.37 | 256 | -6.23 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 550 | -13.39 | 97 | -10.19 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 58,512 | -0.03 | 10,328 | 3.31 | ||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 42,771 | -10.47 | 7,549 | -7.49 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 8,982 | -9.53 | 1,635 | -3.54 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 140 | -1.41 | 25 | 0.00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,460 | -22.34 | 258 | -19.94 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 1,942 | -22.04 | 343 | -19.53 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 23,419 | -47.93 | 4,134 | -46.20 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 512 | -98.91 | 0 | -100.00 |
