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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Navigoe, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Atlas Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3,115,238 | -2.87 | 156,603 | -2.15 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 46,851 | -0.13 | 2,355 | 0.64 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 68,760 | -11.21 | 3,457 | -10.56 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 140,069 | -7.25 | 7,041 | -6.56 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 1,722 | -12.54 | 87 | -12.24 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 23,276 | -5.39 | 1,170 | -4.65 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6,372 | -39.69 | 320 | -39.28 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 4,471 | -10.78 | 225 | -10.40 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 10,124 | -20.44 | 509 | -19.87 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Financial Architects, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | JDM Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,235 | -1.20 | 62 | 0.00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 118,095 | -8.16 | 6 | -16.67 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 160,646 | -0.14 | 8 | 0.00 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 98,277 | -4.26 | 4,940 | -3.55 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1,345 | -7.37 | 68 | -4.29 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 5,119 | -2.29 | 257 | -1.53 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 5,088 | -8.14 | 256 | -7.61 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 18,787 | -6.16 | 944 | -5.51 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 13,776 | -21.83 | 1 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 100 | -47.64 | 5 | -44.44 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 62 | -4.62 | 3 | |||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 38,359 | -3.87 | 1,928 | -3.16 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 11,703 | -1.82 | 588 | -1.01 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 184,918 | -0.48 | 9,296 | 0.26 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 22,999 | -0.19 | 1,156 | 0.61 | ||||
| 2025-08-20 | 13F | Monarch Capital Management Inc/ | 50,836 | -3.61 | 2,556 | -2.89 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 309,311 | -1.62 | 15,549 | -0.89 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 56,981 | -0.29 | 2,864 | 0.46 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 101,983 | -2.74 | 5,127 | -2.03 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 27,976 | -0.33 | 1,406 | 0.43 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 5,453 | -16.00 | 274 | -15.17 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 13,228 | -4.65 | 665 | -4.05 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 20,598 | -49.25 | 1,026 | -49.18 | ||||
| 2025-06-26 | NP | FOPC - Frontier Asset Opportunistic Credit ETF | 45,679 | -2.52 | 2,294 | 0.13 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | ETF Store, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 17,008 | -1.39 | 855 | -0.58 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 251 | -83.33 | 13 | -84.00 | ||||
| 2025-04-09 | 13F | McLean Asset Management Corp | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 211,583 | -0.28 | 10,636 | 0.46 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1,223,566 | -31.14 | 61,509 | -30.69 | ||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 7,456 | -75.78 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 8,231 | -1.79 | 414 | -1.20 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 5,714 | -2.41 | 286 | -2.40 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 13,577 | -16.83 | 683 | -16.22 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 39,145 | -10.65 | 1,968 | -10.02 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 49,913 | -1.59 | 2,509 | -0.83 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 48,949 | -30.20 | 2,461 | -29.69 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 8,536 | -14.03 | 429 | -13.33 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 180,619 | -11.64 | 9,080 | -10.89 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 51,478 | -24.19 | 2,587 | -24.00 | ||||
| 2025-05-08 | 13F | Pasadena Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 501,973 | -11.12 | 25,234 | -10.46 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 11,411 | -70.88 | 574 | -70.68 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 131,311 | -46.50 | 6,601 | -46.10 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6,189 | -42.07 | 311 | -41.65 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 104,154 | -20.45 | 5,236 | -19.87 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 20,490 | -2.47 | 1,021 | -2.58 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 22,631 | -1.64 | 1,138 | -0.96 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Investment Management | 28,738 | -2.56 | 1,445 | -1.84 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 14,596 | -92.88 | 1 | -100.00 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 383,581 | -0.33 | 19,283 | 0.41 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4,914 | -10.13 | 247 | -9.19 | ||||
| 2025-07-15 | 13F | Seven Post Investment Office LP | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 20,535 | -7.37 | 1,032 | -6.69 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 18,330 | -8.06 | 921 | -7.34 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2,333 | -4.66 | 117 | -4.10 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 20,781 | -28.98 | 1,045 | -28.49 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 84,618 | -2.86 | 4,254 | -2.14 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 18,405 | -1.74 | 925 | -0.96 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1,205,264 | -3.09 | 60,589 | -2.37 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-16 | 13F | Five Oceans Advisors | 6,560 | -3.12 | 330 | -2.37 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 189,305 | -39.72 | 9,516 | -39.28 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 42,137 | -8.97 | 2,118 | -8.27 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 13,442 | -0.39 | 676 | 0.30 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 95,897 | -49.46 | 4,821 | -49.09 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 15,825 | -50.64 | 796 | -50.28 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 42,277 | -17.08 | 2,125 | -16.47 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 9,037 | -23.17 | 454 | -22.53 | ||||
| 2025-05-15 | 13F | Centaurus Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 16,163 | -19.05 | 812 | -18.47 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11,310 | -71.51 | 569 | -71.31 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 21,569 | -11.65 | 1,084 | -11.00 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 4,004 | -1.72 | 201 | -0.99 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 16,065 | -73.05 | 808 | -72.86 | ||||
| 2025-07-10 | 13F | Security National Bank | 86 | -8.51 | 4 | 0.00 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 98 | -1.01 | 5 | 0.00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 56,177 | -0.56 | 2,824 | 0.18 | ||||
| 2025-08-12 | 13F | Ames National Corp | 86,650 | -6.53 | 4,356 | -5.84 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 24,226 | -3.22 | 1,218 | -2.56 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 85,938 | -12.41 | 4,320 | -11.75 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 42,697 | -7.41 | 2,146 | -6.74 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 61,925 | -8.71 | 3,113 | -8.04 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 16,298 | -10.70 | 819 | -10.00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3,296 | -9.53 | 0 | |||||
| 2025-05-02 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 47,977 | -3.99 | 2,412 | -3.29 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 13,516 | -29.19 | 679 | -28.68 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 24,738 | -9.08 | 1,244 | -8.40 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 4,827 | -53.21 | 243 | -52.92 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 4,355 | -14.24 | 219 | -13.83 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 6,310 | -2.86 | 317 | -2.16 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 95,426 | -5.50 | 4,797 | -4.80 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 40,958 | -11.21 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 46,671 | -4.01 | 2,346 | -3.30 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8,083 | -72.57 | 406 | -72.38 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 953 | -8.45 | 48 | -7.84 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 10,325 | -1.16 | 519 | -0.38 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 3,038 | -7.43 | 0 | |||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 41,556 | -0.97 | 2,089 | -0.24 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 78,820 | -3.28 | 3,926 | -3.44 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1,055,700 | -40.00 | 53,070 | -39.56 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 15,589 | -8.22 | 784 | -7.56 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 30,119 | -10.79 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 22,377 | -5.86 | 1,125 | -5.23 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 7,176 | -4.85 | 361 | -4.26 | ||||
| 2025-07-17 | 13F | Spartan Planning & Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 54,038 | -2.64 | 2,716 | -1.91 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 965 | -10.73 | 49 | -9.43 | ||||
| 2025-04-15 | 13F | Shira Ridge Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 37,425 | -1.12 | 1,881 | -0.37 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 443 | -86.63 | 22 | -86.67 | ||||
| 2025-05-05 | 13F | Hazlett, Burt & Watson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Heritage Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 52,971 | -3.11 | 2,663 | -2.42 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 114,441 | -4.84 | 5,753 | -4.15 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 76,553 | -7.43 | 3,848 | -6.74 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Hilltop National Bank | 3,313 | -21.57 | 167 | -18.63 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 635,198 | -1.93 | 31,931 | -1.20 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 317,140 | -0.02 | 15,943 | 0.72 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 29,236 | -0.35 | 1,470 | 0.34 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 109,699 | -43.57 | 5,515 | -43.15 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 236,184 | -2.71 | 11,873 | -2.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 175,662 | -5.61 | 9 | -11.11 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 53,324 | -3.25 | 2,681 | -2.55 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 49,956 | -0.01 | 2,511 | 0.72 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 259,940 | -0.85 | 13,067 | -0.11 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 15,710 | -3.68 | 790 | -2.95 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 4,626 | -55.12 | 233 | -54.86 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 8,494 | -84.47 | 427 | -84.31 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 55,243 | -1.02 | 2,777 | -0.29 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 12,666 | -21.32 | 637 | -20.80 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 31,641 | -4.08 | 1,591 | -3.40 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 741 | -64.88 | 37 | -64.76 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 14,294 | -27.87 | 719 | -27.33 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 57,910 | -0.99 | 2,911 | -0.24 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 413 | -98.48 | 21 | 0.00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 51,415 | -4.93 | 2,585 | -1.52 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 131,945 | -0.11 | 6,633 | 0.62 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 131,888 | -1.61 | 6,630 | -0.88 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 22,340 | -3.62 | 1,123 | -2.85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 9,990 | -15.11 | 502 | -14.48 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 15,883 | -43.10 | 798 | -42.67 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 120,237 | -0.13 | 6,044 | 0.62 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 49,731 | -18.58 | 2,500 | -17.95 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 182,092 | -1.12 | 9,154 | -0.39 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 5,054 | -27.49 | 254 | -27.30 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 41 | -31.67 | 2 | 0.00 | ||||
| 2025-04-14 | 13F | BCS Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Embree Financial Group | 7,405 | -0.92 | 372 | 0.00 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 131,982 | -48.44 | 6,635 | -48.07 | ||||
| 2025-04-16 | 13F | Martel Wealth Advisors Inc | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Leelyn Smith, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 83,827 | -7.60 | 4,214 | -6.92 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 69,930 | -5.97 | 3,515 | -5.28 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 13,084 | -80.73 | 658 | -80.61 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 4,146 | -0.79 | 208 | 0.00 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 26,367 | -2.26 | 1,325 | -1.56 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 682 | -4.48 | 34 | -2.86 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1,306 | -56.57 | 66 | -56.67 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 58,479 | -35.17 | 2,940 | -34.70 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 16,356 | -10.72 | 822 | -10.07 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 4,162 | -11.31 | 209 | -10.68 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 44,296 | -0.95 | 2,227 | -0.22 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 38,254 | -5.52 | 1,923 | -0.77 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 20,227 | -8.17 | 1,017 | -7.55 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 93,644 | -5.84 | 4,707 | -5.14 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 30,216 | -0.14 | 1,519 | 0.60 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 78,646 | -22.22 | 3,954 | -21.65 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 690,314 | -1.22 | 34,591 | -1.06 | ||||
| 2025-07-18 | 13F | Old Point Trust & Financial Services N A | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 4,508 | -12.16 | 227 | -8.87 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 90,751 | -0.56 | 4,562 | -0.04 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 11,362 | -1.74 | 571 | -0.87 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 4,441 | -8.83 | 223 | -8.23 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 97,684 | -0.38 | 4,911 | 0.35 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 190,116 | -8.14 | 9,557 | 95,470.00 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 54,147 | -16.37 | 2,722 | -15.76 | ||||
| 2025-04-30 | 13F | Optimum Investment Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 96,500 | -28.31 | 4,851 | -27.72 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 10,258 | -85.58 | 514 | -85.58 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7,204 | -11.07 | 362 | -10.40 | ||||
| 2025-04-18 | 13F | Rakuten Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Archvest Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Kingsview Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 359,042 | -9.02 | 18,049 | -8.34 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 70 | -15.66 | 4 | -25.00 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 7,095 | -6.37 | 357 | -5.82 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 7,563 | -8.45 | 380 | -7.77 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Smith, Moore & Co. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 34,555 | -55.92 | 2 | -66.67 | ||||
| 2025-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 22,710 | -6.03 | 1,142 | -5.31 | ||||
| 2025-04-24 | 13F | Aspect Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 81,211 | -9.03 | 4,082 | -8.35 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 16,983 | -51.83 | 854 | -51.17 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 851,922 | -1.07 | 42,826 | -0.34 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 5,652 | -4.22 | 284 | -3.40 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 333,252 | -1.51 | 16,753 | -0.78 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 10,260 | -13.09 | 516 | -12.56 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 63,527 | -3.53 | 3,194 | -2.83 | ||||
| 2025-05-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 1,259 | -10.46 | 63 | -10.00 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 154,058 | -11.94 | 7,744 | -11.28 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Golden Road Advisors Llc | 21,492 | -2.80 | 1,080 | -2.09 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 27,788 | -1.15 | 1,397 | -0.43 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 14,915 | -3.62 | 750 | -2.98 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 67,709 | -63.25 | 3,404 | -62.98 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 18,581 | -35.75 | 934 | -35.27 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 626,240 | -3.22 | 31,481 | -1.33 | ||||
| 2025-08-12 | 13F | Clearbridge Investments, LLC | 15,000 | -11.76 | 754 | -11.08 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 40,206 | -9.33 | 2,021 | -7.80 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 52,543 | -3.33 | 2,619 | -3.47 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 11,684 | -15.06 | 587 | -14.43 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 4,987 | -0.16 | 248 | 0.00 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 4,518 | -13.23 | 227 | -12.36 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 13,078 | -1.38 | 657 | -0.61 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 354,172 | -4.26 | 17,804 | -3.55 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 225,052 | -4.64 | 11,313 | -3.93 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 113,016 | -3.28 | 6 | 0.00 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5,353,323 | -2.29 | 269,112 | -1.56 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 15 | -98.33 | 1 | -100.00 | ||||
| 2025-04-11 | 13F | Radnor Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 9,651 | -5.33 | 485 | -4.34 | ||||
| 2025-04-10 | 13F | Arrien Investments, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 1,345 | -6.40 | 67 | -2.90 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 4,075 | -34.81 | 205 | -34.41 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1,733,107 | -14.01 | 87 | -13.00 | ||||
| 2025-05-09 | 13F | Cedar Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Denali Advisors Llc | 9,686 | -0.67 | 487 | 0.00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 59,269 | -6.22 | 2,979 | -5.52 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 44,448 | -1.30 | 2,234 | -0.58 | ||||
| 2025-07-29 | 13F | Commons Capital, Llc | 17,930 | -10.08 | 901 | -9.45 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 331,306 | -11.69 | 17 | -11.11 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 4,215 | -29.18 | 212 | -28.96 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 8,700,592 | -0.15 | 437,379 | 0.59 | ||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 11,972 | -21.38 | 602 | -20.82 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 11,157 | -3.44 | 561 | -2.78 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 495,257 | -0.46 | 24,897 | 0.28 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 122,968 | -2.60 | 6,182 | -1.89 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 9,216 | -1.58 | 463 | -0.86 | ||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Income ETF | 12,240 | -11.42 | 615 | -9.04 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 5,623 | -0.07 | 283 | 0.71 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 8,790 | -1.35 | 442 | -0.68 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 33,465 | -7.78 | 1,682 | -7.07 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 5,590 | -83.89 | 281 | -83.77 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 22,564 | -3.65 | 1,129 | -3.67 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2,912 | -1.09 | 146 | 0.00 | ||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 4,653 | -0.41 | 234 | 0.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 322,786 | -5.05 | 16,227 | -4.34 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 19,813 | -5.67 | 996 | -5.06 | ||||
| 2025-08-14 | 13F | Adventist Health System/ West | 766,010 | -20.75 | 38,507 | -20.16 | ||||
| 2025-05-22 | 13F | Wbi Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 289 | -59.47 | 15 | -60.00 | ||||
| 2025-04-30 | 13F | Brown Advisory Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 117 | -55.34 | 6 | -61.54 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 6,446 | -0.98 | 324 | 0.00 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 182,988 | -0.17 | 9,199 | 0.57 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 310,288 | -1.80 | 15,598 | -1.07 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 106,868 | -4.25 | 5,372 | -3.54 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5,708 | -11.17 | 287 | -10.62 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 439,854 | -6.34 | 21,931 | -6.13 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 103,839 | -0.84 | 5,220 | -0.11 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 6,253 | -24.53 | 314 | -23.97 | ||||
| 2025-05-02 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 65,079 | -0.58 | 3,272 | 0.15 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 61,959 | -3.66 | 3,092 | -3.44 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 49,031 | -0.65 | 2,453 | -0.37 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 49,550 | -9.89 | 2,491 | -9.22 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,638 | -0.24 | 82 | 1.23 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 19,626 | -4.28 | 987 | -3.62 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 2 | -71.43 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 535 | -8.39 | 27 | -10.34 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 435 | -9.19 | 22 | -8.70 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 6,604 | -3.45 | 332 | -2.93 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 20,665 | -1.13 | 1,039 | -0.48 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 122,691 | -53.95 | 6,168 | -53.61 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 339,441 | -1.25 | 17,064 | -0.52 | ||||
| 2025-05-15 | 13F | Modern Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 11,434 | -4.33 | 575 | -3.69 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 35,430 | -2.91 | 1,781 | -2.14 |
