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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Stephens Consulting, LLC | 2,079 | -0.29 | 167 | 8.50 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 5,410 | -3.77 | 433 | 4.59 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 9,673 | -7.05 | 775 | 1.04 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 5,814 | -19.53 | 428 | -12.65 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 294,867 | -6.57 | 23,754 | 1.65 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 668,490 | -2.80 | 54 | 6.00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 163 | -30.64 | 13 | -23.53 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3,324 | -6.50 | 266 | 1.92 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 139,631 | -8.18 | 11,186 | -0.19 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2,602 | -37.56 | 208 | -32.25 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 79,669 | -0.50 | 6,382 | 8.17 | ||||
| 2025-05-14 | 13F | Murphy & Mullick Capital Management Corp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 66,021 | -1.67 | 5,289 | 6.91 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 117,089 | -2.27 | 9,380 | 6.25 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 304,237 | -2.19 | 24,372 | 6.33 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 15,252 | -0.20 | 1,222 | 8.44 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Croban | 120,943 | -0.60 | 9,689 | 8.05 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 6,070 | -7.62 | 486 | 0.41 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 9,214 | -3.59 | 738 | 4.83 | ||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 5,629 | -6.60 | 451 | 1.35 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 6,254 | -99.12 | 501 | -99.04 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 2,525,860 | -2.06 | 202,347 | 6.47 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 212,045 | -3.92 | 16,987 | 4.45 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 6,247 | -4.86 | 500 | 3.52 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 2,639 | -14.82 | 211 | -7.46 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 3,282 | -3.84 | 263 | 4.38 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3,301 | -4.26 | 264 | 3.94 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 87,543 | -1.25 | 7,013 | 7.36 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 7,706 | -0.12 | 617 | 8.63 | ||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 178 | -3.78 | 14 | 7.69 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 3,993 | -3.29 | 320 | 4.93 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 158,110 | -48.96 | 13 | -45.45 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 18,188 | -1.07 | 1,457 | 7.61 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 13,041 | -2.91 | 1,045 | 5.56 | ||||
| 2025-05-29 | NP | IMAYX - Ivy Apollo Multi-Asset Income Fund Class Y | 14,411 | -16.56 | 1,062 | -9.47 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 45,640 | -0.59 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 7,503 | -1.16 | 601 | 7.51 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 11,867 | -16.35 | 951 | -9.09 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 178,108 | -4.58 | 14,268 | 3.74 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 16,815 | -32.32 | 1,347 | -26.39 | ||||
| 2025-07-21 | 13F | Phraction Management LLC | 4,640 | -30.80 | 372 | -24.90 | ||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 35,118 | -21.49 | 2,813 | -14.65 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 53,792 | -11.24 | 4,309 | -3.49 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Dai-Ichi Life Insurance Company, Ltd | 27,939 | -21.38 | 2,238 | -14.51 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 676 | -14.86 | 54 | -6.90 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 5,898 | -6.08 | 473 | 2.16 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 24,741 | -0.80 | 1,983 | 7.95 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 12,707 | -8.69 | 1,018 | -0.78 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 20,689 | -1.23 | 1,657 | 7.39 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 49,942 | -0.19 | 4,001 | 8.49 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 84,181 | -0.57 | 6,744 | 8.10 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 3,548 | -3.17 | 284 | 5.19 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4,597 | -14.60 | 368 | -7.07 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 279,490 | -22.90 | 22,390 | -16.19 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 5,836 | -7.96 | 468 | 0.00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5,080 | -18.94 | 407 | -11.93 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 426 | -18.23 | 34 | -10.53 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 15,207 | -1.07 | 1,218 | 7.60 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | OMC Financial Services LTD | 21,180 | -0.24 | 1,697 | 8.44 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Focused Wealth Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Syverson Strege & Co | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1,319 | -4.07 | 106 | 3.96 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7,302 | -10.49 | 585 | -2.83 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3,475 | -4.77 | 0 | |||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Greenwich Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Objective Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 6,727 | -7.38 | 539 | 0.56 | ||||
| 2025-05-12 | 13F | Capital Group Private Client Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 210 | -0.94 | 17 | 6.67 | ||||
| 2025-08-14 | 13F | Betterment LLC | 10,456 | -5.56 | 1 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 2,288 | -0.78 | 183 | 8.28 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 18,424 | -10.21 | 1,491 | -1.46 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 20,618 | -1.64 | 1,652 | 6.93 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 18,798 | -14.12 | 1,506 | -8.45 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 149,636 | -1.60 | 11,987 | 6.98 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 173,234 | -0.50 | 13,877 | 8.17 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 327 | -4.66 | 26 | 4.00 | ||||
| 2025-05-15 | 13F | OmniStar Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Stewardship Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 110 | -12.00 | 9 | -11.11 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 104,851 | -2.64 | 8,400 | 5.85 | ||||
| 2025-04-28 | 13F | Salomon & Ludwin, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Sapient Capital Llc | 27,250 | -0.46 | 2,183 | 8.18 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2,000 | -0.50 | 160 | 8.11 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 6,628 | -3.48 | 531 | 4.74 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 245 | -46.39 | 20 | -42.42 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 4,771 | -3.91 | 382 | 4.66 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 129,708 | -9.65 | 10,391 | -1.79 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 400 | -60.00 | 32 | -56.16 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 2,899 | -0.34 | 232 | 8.41 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 147,985 | -8.98 | 11,855 | -1.07 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 14,598 | -0.94 | 1,169 | 7.74 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 2,709 | -80.77 | 217 | -79.07 | ||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 135,239 | -2.13 | 10,834 | 6.39 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 10,518 | -0.93 | 843 | 7.67 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 311,513 | -51.10 | 24,955 | -46.84 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 14,515 | -0.68 | 1,163 | 7.99 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,821 | -9.90 | 146 | -2.03 | ||||
| 2025-05-02 | 13F | Mountain Hill Investment Partners Corp. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 158,525 | -3.72 | 13 | 0.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8,389 | -0.02 | 672 | 8.74 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 21,635 | -4.49 | 1,733 | 3.83 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 9,777 | -0.51 | 783 | 8.15 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-06 | 13F | Blue Oak Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 905 | -34.47 | 72 | -28.71 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 52,175 | -33.86 | 4,183 | -28.05 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 4,828 | -15.27 | 391 | -6.68 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 8,170 | -1.99 | 655 | 6.51 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 154,096 | -0.76 | 12,345 | 7.88 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2,945 | -3.70 | 236 | 4.44 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 48,562 | -2.70 | 3,890 | 5.79 | ||||
| 2025-08-12 | 13F | Camden National Bank | 11,215 | -1.15 | 898 | 7.42 | ||||
| 2025-05-06 | 13F | Greenwood Gearhart Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 503 | -3.82 | 0 | |||||
| 2025-07-03 | 13F | First Hawaiian Bank | 368,264 | -4.22 | 29,502 | 4.12 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 198 | -92.27 | 16 | -92.02 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 4,561 | -0.65 | 365 | 7.99 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 31,057 | -0.93 | 2,289 | 7.57 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 113,353 | -0.02 | 9,081 | 8.69 | ||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 4,134 | -2.08 | 331 | 6.43 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 8,101 | -0.98 | 649 | 7.64 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3,761 | -7.27 | 301 | 1.01 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 3,149 | -29.41 | 252 | -23.17 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2,451 | -1.29 | 196 | 7.69 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-08 | 13F | Dover Advisors, Llc | 5,601 | -2.27 | 449 | 6.16 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 17,784 | -0.12 | 1,425 | 8.54 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 44,538 | -2.30 | 3,568 | 6.19 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 28,281 | -6.16 | 2,266 | 2.03 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 32,342 | -15.55 | 2,591 | -8.22 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 155,010 | -1.02 | 12,418 | 7.60 | ||||
| 2025-05-15 | 13F | Angeles Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 21,520 | -17.06 | 1,724 | -2.10 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 10,648 | -2.47 | 853 | 6.09 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 4,181 | -10.70 | 335 | -3.19 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Novem Group | 12,712 | -8.01 | 1,018 | 0.00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 414 | -3.50 | 33 | 6.45 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 37,030 | -0.36 | 2,966 | 8.33 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 3,043 | -0.85 | 244 | 7.52 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 7,032 | -10.57 | 579 | -0.17 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 226,906 | -2.63 | 18,177 | 5.85 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 24,668 | -0.20 | 1,976 | 8.51 | ||||
| 2025-04-11 | 13F | Principia Wealth Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 10,538 | -2.54 | 844 | 6.03 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 33,302 | -6.04 | 2,676 | 0.45 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,876 | -23.53 | 230 | -10.51 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 371,801 | -11.16 | 29,785 | -3.42 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Rebalance, Llc | 106,904 | -22.60 | 8,564 | -15.86 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 38,234 | -10.64 | 3,063 | -2.86 | ||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 77,538 | -1.34 | 6,212 | 7.25 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 316,681 | -1.13 | 25,369 | 7.48 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Unison Advisors LLC | 153,315 | -0.35 | 12,282 | 8.34 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 971 | -37.88 | 78 | -33.04 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 13,562 | -3.17 | 1,086 | 5.23 | ||||
| 2025-05-14 | 13F | Per Stirling Capital Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 10,230 | -14.23 | 820 | -6.72 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 41 | -4.65 | 3 | 0.00 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Martin Worley Group | 27,901 | -0.40 | 2,235 | 8.28 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Motco | 28,287 | -6.14 | 2,262 | 1.89 | ||||
| 2025-05-14 | 13F | Quadcap Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 2,521 | -7.96 | 202 | 0.00 | ||||
| 2025-08-13 | 13F | Lumbard & Kellner, LLC | 113,545 | -1.17 | 9,096 | 7.45 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 9,104 | -0.10 | 729 | 8.64 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 241,858 | -2.03 | 19,375 | 6.51 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 106 | -54.89 | 8 | -52.94 | ||||
| 2025-05-12 | 13F | True North Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 251,790 | -8.53 | 20,171 | -0.56 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 2,999 | -0.96 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 2,776 | -28.97 | 222 | -22.65 | ||||
| 2025-08-28 | NP | GPIGX - GuidePath(R) Growth and Income Fund | 135,692 | -1.88 | 10,870 | 6.66 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 25,332 | -0.13 | 1,867 | 8.43 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 3,708 | -0.88 | 297 | 8.00 | ||||
| 2025-05-15 | 13F | TRUE Private Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 36,170 | -0.03 | 2,887 | 7.84 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,642 | -1.49 | 292 | 6.99 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 7,013 | -7.49 | 562 | 0.54 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 8,850 | -0.56 | 709 | 8.09 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 3,154 | -20.59 | 253 | -13.70 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 26,540 | -12.15 | 2,126 | -4.49 | ||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 34,726 | -1.61 | 2,782 | 6.96 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 0 | -100.00 | 0 |
