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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 325,358 | -8.69 | 41,815 | 1.22 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 36,461 | -1.18 | 4,686 | 9.51 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 103,523 | -1.88 | 13,305 | 8.76 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 481 | -21.79 | 62 | -14.08 | ||||
| 2025-05-09 | 13F | Encompass More Asset Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 183,440 | -55.96 | 23,576 | -51.18 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 64,833 | -36.62 | 8 | -27.27 | ||||
| 2025-04-14 | 13F | Capital Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 1,996 | -1.04 | 257 | 9.87 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2,804 | -12.02 | 360 | -2.44 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 2,042 | -1.45 | 0 | |||||
| 2025-08-14 | 13F | Vista Investment Management | 4,943 | -2.96 | 635 | 7.63 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 8,250 | -14.87 | 1,060 | -5.61 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-02 | 13F | Hager Investment Management Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10,919 | -6.74 | 1,403 | 3.39 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 21,437 | -76.57 | 2,755 | -74.03 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 87,155 | -18.39 | 11,201 | -9.54 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 8,788 | -27.36 | 1,129 | -19.47 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 136,607 | -5.85 | 17,556 | 4.35 | ||||
| 2025-08-14 | 13F | Betterment LLC | 19,832 | -6.51 | 3 | 0.00 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 44,069 | -0.13 | 5,664 | 10.69 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 19,769 | -0.23 | 2,541 | 10.58 | ||||
| 2025-08-14 | 13F | Dark Forest Capital Management Lp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-13 | 13F | Prudential Plc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 2,964 | -8.88 | 381 | 0.00 | ||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 2,528 | -0.78 | 325 | 9.83 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 44,984 | -3.04 | 5,781 | 7.47 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 10,564 | -3.96 | 1,358 | 6.43 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 3,179 | -87.17 | 409 | -85.79 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 5,160 | -2.95 | 663 | 7.63 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 3,337 | -17.26 | 429 | -8.35 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 773 | -4.92 | 99 | 5.32 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 10,260 | -0.79 | 1,319 | 9.92 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 8,028 | -0.15 | 1,032 | 10.62 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 589,674 | -0.54 | 75,785 | 10.24 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 4,115 | -0.75 | 529 | 10.00 | ||||
| 2025-05-15 | 13F | Brandes Investment Partners, Lp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 76,900 | -22.95 | 9,883 | -14.59 | |||
| 2025-04-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 78,426 | -13.48 | 10,079 | -4.10 | ||||
| 2025-08-14 | 13F | Jasper Ridge Partners, L.P. | 22,165 | -22.01 | 2,849 | -13.57 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 674,564 | -11.51 | 86,695 | -1.91 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1,578 | -60.34 | 203 | -56.18 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 26,332 | -3.69 | 3,384 | 6.75 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 378 | -9.35 | 44 | -10.42 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 8,029 | -0.02 | 1,032 | 10.74 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 44,612 | -1.06 | 5,734 | 9.68 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 54,897 | -7.20 | 7,055 | 2.86 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 16,076 | -2.87 | 2,066 | 7.66 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 645,450 | -73.33 | 82,953 | -70.44 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 202,561 | -5.90 | 26,033 | 4.30 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 3,944 | -10.53 | 507 | -0.98 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 8,516 | -73.37 | 1,094 | -70.49 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-30 | 13F | Index Fund Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 100,074 | -4.34 | 12,862 | 6.04 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 6,217 | -14.63 | 799 | -5.33 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 4,367 | -3.13 | 561 | 7.47 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 9,111 | -1.37 | 1,171 | 9.24 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 28,894 | -1.91 | 3,730 | 9.22 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 14,013 | -3.87 | 1,801 | 6.51 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 701,674 | -68.01 | 90,179 | -64.54 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 5,471 | -1.80 | 703 | 8.99 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 3,166 | -4.49 | 407 | 5.73 | ||||
| 2025-05-15 | 13F | Eight 31 Financial Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-29 | 13F | Compton Wealth Advisory Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 576 | -56.16 | 74 | -51.32 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 36,649 | -0.16 | 4,710 | 10.67 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1,504,752 | -33.26 | 193,391 | -26.03 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 11,437 | -99.04 | 1,470 | 18.47 | ||||
| 2025-05-09 | 13F | Conquis Financial Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-17 | 13F | Nbt Bank N A /ny | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 4,279 | -0.35 | 550 | 10.46 | ||||
| 2025-08-01 | 13F | Riverwater Partners LLC | 1,920 | -8.48 | 247 | 1.23 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 2,702 | -2.91 | 347 | 7.76 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 6,757 | -26.86 | 868 | -18.95 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 673 | -1.46 | 87 | 8.86 | ||||
| 2025-08-14 | 13F | Parkwood LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 41,026 | -5.10 | 5,262 | 4.99 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 7,298 | -0.22 | 938 | 10.50 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 4,110 | -7.74 | 528 | 2.33 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 51 | -1.92 | 7 | 0.00 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 6,650 | -2.92 | 855 | 7.56 | ||||
| 2025-07-31 | 13F | University of Maryland Foundation, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 7,420 | -1.33 | 954 | 9.41 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 2,316 | -6.58 | 0 | |||||
| 2025-07-18 | 13F | Ewa, Llc | 16,653 | -0.38 | 2,140 | 10.42 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 60,988 | -0.64 | 7,838 | 10.15 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 21,549 | -9.69 | 2,769 | 0.11 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 8,319 | -0.75 | 1,069 | 10.09 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 2,598 | -6.41 | 334 | 6.71 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 10,701 | -5.15 | 1,375 | 5.12 | ||||
| 2025-05-14 | 13F | Ellevest, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 8,759 | -9.24 | 1,126 | 0.54 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 2,086 | -0.76 | 268 | 10.29 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 2,010 | -16.63 | 258 | -7.53 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Lpwm Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2,546 | -3.27 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 39,854 | -2.80 | 5,122 | 7.76 | ||||
| 2025-04-14 | 13F | Centricity Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Ade, Llc | 6,984 | -0.20 | 898 | 10.60 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 5,147 | -0.39 | 662 | 10.35 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 873 | -49.97 | 112 | -44.55 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 7,887 | -1.14 | 1,014 | 9.51 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 126,869 | -6.48 | 16,239 | 3.24 | ||||
| 2025-04-30 | 13F | Genus Capital Management Inc. | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 4,850 | -22.14 | 623 | -13.71 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 6,948 | -39.17 | 893 | -32.63 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 40,612 | -43.91 | 5,219 | -37.83 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 1,777 | -0.78 | 228 | 10.14 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 4,309 | -31.68 | 500 | -32.57 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 10,305 | -2.02 | 1,324 | 8.61 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 10,675 | -5.73 | 1,372 | 4.49 | ||||
| 2025-08-13 | 13F | Madrone Advisors, LLC | 440,016 | -65.15 | 56,551 | -61.37 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 4,534 | -82.17 | 583 | -80.26 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 600 | -5.06 | 77 | 5.48 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 2,418 | -25.94 | 311 | -17.99 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 101,397 | -42.55 | 13,032 | -36.33 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Magnolia Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Summit Global Investments | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 6,394 | -4.22 | 822 | 6.07 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 16,884 | -13.03 | 2,170 | -3.60 | ||||
| 2025-08-01 | 13F | Jennison Associates Llc | 7,206 | -72.95 | 926 | -70.02 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 2,641 | -3.61 | 339 | 6.94 | ||||
| 2025-04-15 | 13F | Flywheel Private Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Planning Directions Inc | 39,913 | -6.83 | 5,130 | 3.26 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 9,364 | -55.87 | 1,203 | -51.10 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 37,842 | -0.56 | 4,863 | 10.22 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4,132 | -0.55 | 531 | 10.40 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 36,975 | -9.18 | 4,752 | 0.68 | ||||
| 2025-05-20 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 1,435 | -4.97 | 184 | 5.14 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 5,105 | -2.91 | 656 | 7.72 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 4,535 | -5.85 | 583 | 4.30 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 7,357 | -0.70 | 946 | 10.01 | ||||
| 2025-04-10 | 13F | Charles Schwab Trust Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 101 | -42.29 | 13 | -40.00 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 331,176 | -0.17 | 42,563 | 10.65 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 56,220 | -0.95 | 7,225 | 9.79 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 3,461 | -0.80 | 445 | 9.90 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 2,978 | -93.07 | 383 | -92.33 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 22,560 | -8.65 | 2,899 | 1.26 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 14,674 | -8.95 | 1,886 | 0.91 | ||||
| 2025-05-14 | 13F | Luminist Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 30,413 | -16.54 | 3,909 | -7.50 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 3,366 | -2.72 | 433 | 7.73 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 333 | -36.21 | 43 | -30.00 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 100,170 | -0.93 | 13,126 | 11.97 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 9,551 | -5.62 | 1,228 | 4.60 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 13,150 | -47.51 | 2 | -50.00 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 13,596 | -0.12 | 1,747 | 5.43 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 18,257 | -7.99 | 2,347 | 2.04 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 15,674 | -0.58 | 2,014 | 10.18 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Call | 0 | -100.00 | 0 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 2,215 | -12.90 | 285 | -3.40 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 99,048 | -35.17 | 12,678 | -28.44 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 58,825 | -14.94 | 7,560 | -5.72 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Tiff Advisory Services Inc | 739,672 | -39.50 | 95,063 | -32.95 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 37,206 | -15.24 | 4,782 | -6.05 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 127 | -23.49 | 16 | -15.79 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 1,614 | -27.72 | 207 | -19.77 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1,149 | -9.81 | 0 | |||||
| 2025-07-22 | 13F | WJ Interests, LLC | 352,318 | -0.98 | 45,280 | 9.75 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 10,770 | -25.47 | 1,384 | -17.37 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 26,188 | -1.17 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 606 | -5.90 | 79 | 6.85 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 2,022 | -47.14 | 260 | -41.53 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Rebalance, Llc | 2,385 | -13.02 | 307 | -3.47 | ||||
| 2025-08-26 | NP | GLBIX - Leuthold Global Fund Institutional Class | Short | -3,486 | -30.45 | -448 | -22.89 | |||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 3,961 | -22.79 | 509 | -15.45 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 13,229 | -0.14 | 1,700 | 10.68 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 88,618 | -18.47 | 11,389 | -9.63 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 103,005 | -0.06 | 13,238 | 10.78 | ||||
| 2025-08-15 | 13F | Security National Bank Of So Dak | 40,045 | -1.26 | 5,147 | 9.44 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,595 | -1.43 | 1,105 | 9.42 | ||||
| 2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 25,333 | -0.18 | 3,256 | 10.64 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 1,884 | -0.48 | 242 | 10.50 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 2,499 | -2.84 | 321 | 7.72 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 27,679 | -0.90 | 3,557 | 9.85 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 10,416 | -12.99 | 1,339 | -3.60 | ||||
| 2025-05-09 | 13F | Planning Alternatives Ltd /adv | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1,973,426 | -8.45 | 253,625 | 1.47 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 55,798 | -6.50 | 7,171 | 3.64 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 33,212 | -0.23 | 3,851 | -1.53 | ||||
| 2025-08-13 | 13F | ARGI Investment Services, LLC | 1,091,185 | -12.66 | 140,239 | -3.19 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 2,968 | -4.26 | 381 | 6.13 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 124,787 | -0.20 | 16,038 | 10.62 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 66,666 | -1.18 | 8,568 | 9.52 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 4,866 | -3.61 | 625 | 6.84 | ||||
| 2025-08-12 | 13F | Main Management LLC | 2,727 | -2.47 | 0 | |||||
| 2025-04-28 | 13F | LFA - Lugano Financial Advisors SA | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Applied Capital LLC | 2,748 | -1.40 | 353 | 9.29 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 275 | -1.08 | 35 | 9.38 | ||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 8,608 | -19.48 | 1,106 | -10.73 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 38,084 | -0.94 | 4,895 | 9.80 | ||||
| 2025-07-28 | 13F | Galilei Investment Office LLP | 54,900 | -4.08 | 7,056 | 7.30 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 2,933 | -1.01 | 377 | 9.62 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 468,056 | -4.11 | 60,155 | 6.28 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 6,495 | -43.55 | 835 | -37.36 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Addis & Hill, Inc | 3,544 | -20.56 | 455 | -11.99 | ||||
| 2025-05-06 | 13F | Winch Advisory Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 33 | -80.81 | 4 | -78.95 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 307 | -97.39 | 39 | -97.14 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 35,132 | -9.06 | 4,515 | 0.80 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5,396 | -4.85 | 693 | 5.48 | ||||
| 2025-07-24 | 13F | PayPay Securities Corp | 69 | -5.48 | 9 | 0.00 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-07 | 13F | University Of Chicago | 255,417 | -8.58 | 32,826 | 1.34 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 7,210 | -0.11 | 927 | 10.77 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-14 | 13F | Baldwin Brothers Inc/ma | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | BLKBRD Asset Management, LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 9,168 | -16.72 | 1,178 | -7.68 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 10,003 | -64.90 | 1,300 | -60.44 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Thomasville National Bank | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 2,337 | -17.77 | 300 | -8.81 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 28,168 | -3.31 | 3,620 | 7.20 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 2,623 | -16.46 | 337 | -7.42 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 10,686 | -10.16 | 1,373 | -0.44 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 2,296 | -2.79 | 295 | 8.06 | ||||
| 2025-07-28 | 13F | Boston Trust Walden Corp | 5,425 | -3.14 | 697 | 7.40 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 41,641 | -0.75 | 5,352 | 10.01 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 952 | -52.35 | 122 | -47.19 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 734 | -23.62 | 85 | -24.11 | ||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 13,818 | -8.64 | 1,776 | 1.25 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 3,961 | -23.03 | 509 | -14.60 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 1,714 | -9.26 | 220 | 0.46 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 4,368 | -0.36 | 561 | 10.43 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 72,759 | -2.19 | 9,351 | 8.42 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 2,712 | -26.24 | 0 | |||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 96,995 | -22.83 | 12,466 | -14.46 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 8,030 | -6.65 | 1,032 | 3.41 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | JustInvest LLC | 6,247 | -79.09 | 803 | -76.84 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10,782 | -5.37 | 1,386 | 4.84 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 159,800 | -15.81 | 20,537 | -6.68 | |||
| 2025-08-13 | 13F | Capital International Investors | 22,986 | -3.81 | 2,942 | 6.32 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 3,006 | -4.96 | 395 | 11.61 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 39,695 | -10.73 | 5,102 | -1.05 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1,633 | -17.02 | 210 | -8.33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 37,200 | -51.44 | 4,781 | -46.18 | |||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 4,315 | -12.01 | 555 | -2.46 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 101 | -13.68 | 13 | 0.00 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 200,372 | -24.23 | 25,752 | -17.11 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 872 | -55.10 | 333 | 47.56 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 37,979 | -1.30 | 4,881 | 13.12 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 15,320 | -31.85 | 1,969 | -24.48 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 14,851 | -0.16 | 1,909 | 10.67 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 3,872 | -0.79 | 498 | 9.96 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 4,487 | -12.57 | 577 | -4.32 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 11,767 | -72.23 | 1,516 | -69.16 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Windsor Advisory Group, LLC | 23,365 | -65.40 | 3,003 | -61.65 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 7,359 | -2.08 | 946 | 8.50 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 2,085 | -31.57 | 268 | -24.36 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 83,873 | -17.63 | 10,781 | -8.70 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 492,626 | -7.46 | 63,312 | 7.63 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 3,371 | -0.53 | 433 | 10.46 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 4,241 | -87.57 | 545 | -86.23 | ||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 3,157 | -6.79 | 406 | 3.32 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 9,715 | -0.20 | 1,249 | 10.64 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 16,560 | -1.08 | 2,128 | 9.63 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 754,831 | -0.26 | 97,011 | 10.55 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,504,103 | -1.03 | 321,827 | 9.70 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 11,527 | -0.23 | 1,481 | 10.60 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Prime Buchholz LLC | 957,705 | -1.65 | 123,084 | 9.01 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 2,497 | -16.29 | 321 | -7.25 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 9,242 | -85.97 | 1,187 | -84.46 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 15,663,797 | -3.75 | 1,814,181 | -6.80 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 1,390 | -5.57 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 172,495 | -1.06 | 22,169 | 9.67 | ||||
| 2025-08-13 | 13F | Lumbard & Kellner, LLC | 5,914 | -0.07 | 760 | 10.79 | ||||
| 2025-04-11 | 13F | Towneley Capital Management, Inc / DE | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | McGinn Investment Management, Inc. | 4,845 | -10.21 | 1 | |||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 43,153 | -0.38 | 5,546 | 10.41 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 90,665 | -0.53 | 11,884 | 11.77 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 24,145 | -0.17 | 3 | 50.00 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 452,769 | -4.60 | 58,190 | 5.74 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 3,339 | -0.24 | 429 | 10.57 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 264,860 | -0.06 | 34,040 | 10.78 | ||||
| 2025-04-23 | 13F | Phillips Wealth Planners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 4,833 | -10.68 | 621 | -0.96 | ||||
| 2025-05-15 | 13F | Harding Loevner Lp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 8,215 | -5.88 | 1,056 | 4.25 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 49,510 | -0.70 | 5,741 | -2.00 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 58,279 | -0.04 | 7,490 | 10.80 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 19,658 | -19.48 | 2,526 | -10.74 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 4 | -99.89 | 1 | -100.00 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 62,009 | -0.16 | 7,969 | 10.67 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 12,497 | -9.11 | 1,606 | 0.75 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 1,966 | -13.54 | 253 | -4.18 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 3,741 | -7.26 | 481 | 2.78 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 7,959 | -0.59 | 1,023 | 10.13 | ||||
| 2025-05-13 | 13F | Hanlon Investment Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 9,072 | -2.96 | 1,166 | 7.47 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 2,445 | -11.19 | 314 | -1.57 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 4,540 | -0.74 | 584 | 10.00 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 27,535 | -0.62 | 3,539 | 10.15 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 4,130 | -96.84 | 531 | -96.50 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 2,322 | -57.63 | 0 | |||||
| 2025-07-16 | 13F | GoalFusion Wealth Management, LLC | 198,256 | -0.78 | 25,480 | 9.98 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 2,151 | -2.58 | 276 | 7.81 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 2,620 | -0.27 | 337 | 10.53 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 815,502 | -41.77 | 105 | -35.80 | ||||
| 2025-05-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-17 | 13F | RHS Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5,821 | -38.59 | 748 | -32.55 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 2,101 | -0.38 | 270 | 10.66 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 16,219 | -0.99 | 2,084 | 9.74 | ||||
| 2025-05-14 | 13F | MAS Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 2,511 | -1.34 | 323 | 9.15 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 962 | -74.28 | 124 | -71.59 | ||||
| 2025-08-14 | 13F | Logan Stone Capital, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 73,847 | -14.30 | 9,491 | -5.01 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 180,161 | -1.28 | 23,154 | 9.42 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 4,948 | -2.83 | 636 | 4.61 | ||||
| 2025-08-14 | 13F | Comerica Bank | 85,831 | -3.39 | 11,031 | 7.09 | ||||
| 2025-07-10 | 13F | Threadgill Financial, Llc | 3,851 | -98.77 | 495 | -98.64 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 8,283 | -0.12 | 1,065 | 10.72 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 12,664 | -0.50 | 1,628 | 10.31 | ||||
| 2025-04-25 | 13F | Root Financial Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 21,436 | -4.50 | 2,405 | -2.67 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 116,766 | -0.61 | 15,007 | 10.16 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 10,206 | -6.95 | 1,312 | 3.15 | ||||
| 2025-08-12 | 13F | Wind River Trust Co | 681,693 | -0.73 | 87,611 | 10.03 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 2,475 | -1.98 | 318 | 8.90 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 25,287 | -0.84 | 3,250 | 9.91 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 55,867 | -30.16 | 7,180 | -22.60 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 7,499 | -7.74 | 964 | 2.23 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 60,584 | -3.98 | 7,786 | 6.44 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 3,397 | -10.23 | 437 | -0.46 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Trexquant Investment LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Polen Capital Management Llc | 5,534 | -49.50 | 711 | -44.02 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 15,406 | -1.46 | 1,980 | 9.22 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12,814 | -0.43 | 1,692 | 11.24 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 300 | -1.96 | 39 | 8.57 | ||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Hall Laurie J Trustee | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Paragon Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ariel Investments, Llc | 33,476 | -55.26 | 4,302 | -50.41 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 3,480 | -26.49 | 447 | -18.58 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 5,733 | -1.41 | 737 | 9.20 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 12,834 | -47.05 | 1,649 | -41.32 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 10,662 | -2.77 | 1,370 | 7.79 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 2,253 | -5.49 | 290 | 4.71 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,526 | -8.19 | 967 | 1.79 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 0 | -100.00 | 0 | -100.00 |
