Pemilikan Institusi dan Dana - Penjual
Halaman ini menunjukkan institusi, dana dan pemegang saham utama yang telah mengurangkan pegangan atau menutup kedudukan mereka dalam tempoh pelaporan terakhir mereka. Baris merah menunjukkan kedudukan tertutup. Klik ikon pautan untuk melihat sejarah transaksi penuh.
Naik taraf untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 19,248 | -2.07 | 1,082 | -0.37 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 4,377 | -68.68 | 249 | -68.80 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 204,954 | -9.76 | 11,652 | -10.22 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-16 | 13F/A | Western Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 10,916 | -77.03 | 621 | -77.16 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 5,743 | -75.70 | 327 | -75.85 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 13,404,643 | -52.42 | 762,054 | -52.66 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 54,465 | -28.98 | 3,045 | -30.53 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 13,299 | -95.98 | 756 | -95.91 | ||||
| 2025-07-29 | 13F | Pinnacle Wealth Management, LLC | 110,394 | -30.90 | 6,276 | -31.26 | ||||
| 2025-04-10 | 13F | Chronos Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 23,426 | -7.93 | 1,332 | -8.40 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 3,710 | -20.96 | 211 | -21.64 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 26,778 | -2.08 | 1,522 | -2.56 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 32,691 | -2.00 | 1,858 | -2.31 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 48,277 | -2.63 | 2,745 | -3.14 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 121,431 | -2.44 | 6,910 | -2.92 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 10,220 | -10.93 | 581 | -11.30 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 15,347 | -5.86 | 872 | -6.34 | ||||
| 2025-06-25 | NP | RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4,489 | -0.88 | 255 | -1.16 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 95,410 | -4.57 | 5,424 | -5.04 | ||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 142,025 | -20.59 | 8,074 | -24.13 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 79,804 | -0.11 | 4,537 | -0.64 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 589 | -62.93 | 34 | -63.74 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 40,202 | -3.09 | 2,285 | -3.59 | ||||
| 2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 4,992 | -6.13 | 284 | -6.60 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 17,290 | -3.74 | 983 | -4.29 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 630,278 | -0.13 | 35,831 | -0.64 | ||||
| 2025-04-25 | 13F | Uniting Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Squire Investment Management Company, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 8,921 | -12.01 | 507 | -12.44 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 8,235 | -16.03 | 468 | -16.43 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 1,323 | -99.40 | 8,204 | -34.93 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 43,620 | -5.30 | 2,480 | -5.81 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 158,873 | -76.35 | 9,032 | -76.47 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 4,321 | -15.72 | 246 | -16.10 | ||||
| 2025-08-13 | 13F | Wills Financial Group LLC | 5,908 | -8.10 | 336 | -8.72 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 60,193 | -12.15 | 3,422 | -12.62 | ||||
| 2025-07-28 | 13F/A | Penbrook Management LLC | 4,325 | -16.02 | 246 | -16.67 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 336,866 | -10.62 | 19 | -9.52 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 11,582 | -8.64 | 662 | -9.33 | ||||
| 2025-07-24 | 13F | Vivid Wealth Management, LLC | 102,365 | -3.63 | 5,819 | -4.12 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 177,380 | -4.30 | 10,084 | -4.78 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 27,030 | -2.03 | 1,425 | -12.42 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 291 | -96.54 | 17 | -96.67 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 11,028 | -31.29 | 627 | -31.73 | ||||
| 2025-08-05 | 13F | Sulzberger Capital Advisors, Inc. | 50,812 | -14.76 | 2,889 | -15.21 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 79,103 | -2.66 | 4,497 | -3.17 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 38,134 | -26.78 | 2,168 | -27.18 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-07-09 | 13F | Mfg Wealth Management, Inc. | 4,820 | -19.05 | 274 | -19.41 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 233,778 | -10.77 | 13,290 | -11.22 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 34,042 | -0.36 | 1,935 | -0.87 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 82,958 | -48.98 | 4,716 | -49.24 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 92,353 | -50.68 | 5,250 | -50.93 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 11,750 | -17.54 | 668 | -18.06 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 41,612 | -10.13 | 2,366 | -10.59 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 394,432 | -7.06 | 22,423 | -7.53 | ||||
| 2025-04-15 | 13F | Accurate Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Graypoint LLC | 244,227 | -35.13 | 13,884 | -35.46 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 111,704 | -8.31 | 6,350 | -8.78 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 20,790 | -4.08 | 1,182 | -4.60 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | Fluent Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Choate Investment Advisors | 7,435 | -19.99 | 423 | -20.53 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 26,231 | -21.70 | 1,491 | -22.10 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 8,170 | -8.24 | 464 | -12.29 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 3,487 | -48.23 | 199 | -47.77 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 49,340 | -14.54 | 2,805 | -14.30 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 34,445 | -9.40 | 1,958 | -9.85 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 94,328 | -2.37 | 5,363 | -2.86 | ||||
| 2025-04-14 | 13F | Wedmont Private Capital | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 89,007 | -0.47 | 5,060 | -0.96 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 7,229 | -1.83 | 411 | -2.38 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 143,461 | -0.08 | 8,156 | -0.59 | ||||
| 2025-07-30 | 13F | Warther Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Town & Country Bank & Trust CO dba First Bankers Trust CO | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1,390 | -25.39 | 79 | -25.47 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 14,646 | -12.13 | 833 | -12.61 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 107,327 | -7.44 | 5,913 | -11.97 | ||||
| 2025-04-18 | 13F | Creative Capital Management Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 3,895 | -57.89 | 221 | -58.14 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,426,900 | -4.07 | 81,119 | -4.56 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 26,788 | -20.33 | 1,523 | -20.77 | ||||
| 2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 7,982 | -12.82 | 454 | -13.38 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 22,510 | -15.31 | 1,280 | -15.74 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 8,962 | -3.21 | 509 | 2.62 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 6,440 | -94.80 | 366 | -94.82 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 995 | -2.07 | 57 | -3.45 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 206,648 | -0.50 | 11,748 | -1.01 | ||||
| 2025-05-12 | 13F | LaSalle St. Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 371,747 | -0.17 | 21,134 | -0.68 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 6,263 | -1.20 | 356 | -1.66 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 429,983 | -2.25 | 24,445 | -2.74 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 7,477 | -5.80 | 425 | -6.18 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Element Wealth, LLC | 3,844 | -11.67 | 219 | -12.10 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 4,413 | -5.62 | 251 | -6.37 | ||||
| 2025-05-15 | 13F | Greenline Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | First Foundation Advisors | 1,430,764 | -4.80 | 81,339 | -5.28 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 52,300 | -0.85 | 2,973 | -1.36 | ||||
| 2025-07-15 | 13F | IMS Capital Management | 6,933 | -3.10 | 394 | -3.43 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Heritage Trust Co | 69,321 | -8.68 | 3,941 | -9.15 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 7,710 | -61.35 | 438 | -61.55 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 8,476 | -51.06 | 482 | -51.37 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 180,930 | -6.83 | 10,286 | -7.31 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 44,706 | -0.70 | 2,542 | -1.21 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 187,376 | -1.59 | 10,652 | -2.09 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 35,605 | -25.46 | 2,006 | -25.27 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 37,499 | -30.11 | 2,130 | -26.14 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,174 | -10.65 | 67 | -12.00 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 136,431 | -2.06 | 7,756 | -2.55 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 5,801 | -36.49 | 330 | -36.85 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 199,451 | -3.10 | 11,339 | -2.81 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 13,343 | -9.82 | 759 | -10.30 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 940 | -50.53 | 53 | -50.93 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 5,526 | -23.09 | 314 | -23.41 | ||||
| 2025-05-12 | 13F | American Alpha Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-06 | 13F | Blue Oak Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Encompass More Asset Management | 4,196 | -5.18 | 239 | -5.56 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 42,447 | -21.27 | 2,413 | -21.66 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 158,715 | -6.94 | 9,023 | -7.42 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 32,252 | -2.00 | 1,834 | -2.50 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 113,334 | -5.57 | 6,443 | -6.04 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 4,865 | -1.02 | 277 | -1.43 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 13,858 | -23.12 | 1 | -100.00 | ||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 25,293 | -3.78 | 1,438 | -4.26 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 32,449 | -8.85 | 1,845 | -9.34 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 3,338 | -11.27 | 190 | -11.68 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 507,452 | -62.71 | 28,857 | -62.89 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 6,882 | -0.52 | 391 | -1.01 | ||||
| 2025-07-22 | NP | DGEFX - Destinations Equity Income Fund Class I | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 61,100 | -3.15 | 3,474 | -3.63 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 12,490 | -3.35 | 710 | -3.79 | ||||
| 2025-05-06 | 13F | Glaxis Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 13,771 | -7.09 | 783 | 1,203.33 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 3,790 | -8.45 | 215 | -8.90 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 47,580 | -36.99 | 2,696 | -37.03 | ||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 8,645 | -0.31 | 491 | -0.81 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 10,438 | -17.94 | 593 | -18.32 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 10,507 | -25.94 | 597 | -26.30 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 7,716 | -3.14 | 439 | -3.74 | ||||
| 2025-07-22 | 13F/A | Kingstone Capital Partners Texas, LLC | 61,261 | -40.94 | 3,483 | -41.24 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 622,300 | -4.48 | 35,378 | -4.96 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 46,478 | -1.54 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 41,900 | -3.90 | 2,382 | -4.38 | |||
| 2025-08-11 | 13F | Lake Street Financial Llc | 130,758 | -1.29 | 7,434 | -1.78 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 166,322 | -4.96 | 9,455 | -5.44 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 21,910 | -9.04 | 1,246 | -9.52 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 41,112 | -70.30 | 2 | -75.00 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 18,013 | -6.70 | 1,024 | -7.16 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 80,800 | -22.29 | 4,593 | -22.68 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 6,447 | -82.42 | 367 | -82.53 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 78,207 | -29.76 | 4,446 | -30.11 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 6,650 | -0.20 | 378 | -0.53 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 11,177 | -5.90 | 635 | -6.34 | ||||
| 2025-05-06 | 13F | Close Asset Management Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 10,460 | -19.43 | 595 | -19.84 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 127 | -64.62 | 7 | -65.00 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 85,014 | -34.66 | 4,833 | -34.99 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 73,206 | -20.49 | 4,162 | -20.91 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 159,564 | -18.66 | 9,071 | -19.07 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 853,671 | -14.29 | 48,531 | -14.73 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 20,107 | -1.40 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 319,512 | -6.05 | 18,164 | -6.53 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 193,809 | -5.25 | 11,018 | -5.72 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 90 | -92.21 | 5 | -92.06 | ||||
| 2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 4,610 | -1.07 | 262 | -1.50 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 87,929 | -4.01 | 4,999 | -4.51 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 22,930 | -29.35 | 1,304 | -29.72 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 12,866 | -9.93 | 734 | -9.39 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 6,740 | -10.92 | 383 | -11.34 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 3,280 | -44.34 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 330,565 | -1.08 | 18,793 | -1.58 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 67,504 | -19.16 | 3,838 | -19.58 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 3,694,868 | -4.41 | 210,053 | -4.90 | ||||
| 2025-04-22 | 13F | Tower View Investment Management & Research LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | ERn Financial, LLC | 17,170 | -22.25 | 976 | -22.60 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 142,060 | -0.72 | 8,076 | -1.22 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 10,227 | -0.71 | 581 | -1.19 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | WHGHX - Westwood High Income Fund Institutional Shares | 10,187 | -4.37 | 566 | -9.87 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 154,077 | -18.46 | 8,759 | -18.88 | ||||
| 2025-05-06 | 13F | Westover Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 14,086 | -2.18 | 801 | -2.68 | ||||
| 2025-05-07 | 13F | Integrated Investment Consultants, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 17,708 | -40.25 | 1,007 | -40.58 | ||||
| 2025-04-10 | 13F | Naples Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Greenleaf Trust | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 3,643 | -44.92 | 204 | -45.87 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 146,997 | -9.34 | 8,357 | -4.52 | ||||
| 2025-08-26 | NP | FTRAX - Franklin LifeSmart Retirement Income Fund CLASS A | 82,775 | -1.55 | 4,706 | -2.06 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 475 | -58.70 | 27 | -58.46 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 44,934 | -6.62 | 2,554 | -7.09 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 73,702 | -29.15 | 4,190 | -29.53 | ||||
| 2025-07-15 | 13F | Herbst Group, Llc | 82,082 | -9.98 | 4,666 | -10.44 | ||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 1,856 | -31.96 | 106 | -32.26 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3,184,738 | -14.58 | 181,052 | -15.01 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 121,158 | -5.52 | 6,888 | -6.01 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 17 | -10.53 | 1 | -100.00 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Regions Financial Corp | 11,810 | -56.16 | 671 | -56.40 | ||||
| 2025-05-29 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 800 | -99.51 | 46 | -99.52 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 5,600 | -0.20 | 318 | -0.62 | ||||
| 2025-04-22 | 13F | Cabana Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 193,055 | -4.58 | 10,975 | -5.06 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 9,913 | -13.04 | 564 | -13.52 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 37,715 | -4.88 | 2,144 | -5.34 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 3,789 | -4.00 | 215 | -4.44 | ||||
| 2025-05-13 | 13F | Knuff & Co LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Mjp Associates Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 32,107 | -18.04 | 1,825 | -18.45 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 6,873 | -3.20 | 391 | -3.70 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 33,056 | -89.84 | 1,879 | -89.89 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 6,556 | -1.90 | 373 | -2.36 | ||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 23,370 | -6.75 | 1,329 | -7.26 | ||||
| 2025-05-13 | 13F | Sittner & Nelson, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 22,209 | -1.37 | 1,263 | -1.87 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 200,209 | -7.25 | 11,382 | -7.73 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 37,577 | -1.96 | 2 | 0.00 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 6,962 | -7.92 | 396 | -8.56 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 19,943 | -92.48 | 1,134 | -92.52 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 215,641 | -1.49 | 12,259 | -1.99 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 82,400 | -18.01 | 4,684 | -18.43 | |||
| 2025-08-07 | 13F | Montag A & Associates Inc | 1,549 | -80.42 | 88 | -80.53 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 204,163 | -0.42 | 11,607 | -0.93 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 3 | -98.51 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 166,291 | -27.40 | 9,454 | -27.77 | ||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Willner & Heller, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 68,965 | -5.49 | 3,921 | -5.97 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 9,584 | -0.15 | 545 | -0.73 | ||||
| 2025-08-05 | 13F | Corps Capital Advisors, LLC | 7,072 | -10.82 | 402 | -11.26 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 26,511 | -5.93 | 1,507 | -6.40 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 3,749 | -24.00 | 213 | -24.20 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 50,366 | -28.58 | 50 | -28.57 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 267,949 | -5.36 | 15,233 | -5.84 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 38,241 | -12.39 | 2,174 | -12.83 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | XY Planning Network, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 12,867 | -20.48 | 731 | -20.89 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 262,839 | -54.79 | 14,942 | -55.02 | ||||
| 2025-05-01 | 13F | Secured Retirement Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 47,135 | -19.87 | 2,680 | -20.29 | ||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 34,715 | -4.72 | 1,974 | -5.19 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 32,964 | -0.92 | 1,874 | -1.37 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 25,408 | -0.03 | 1,444 | -0.55 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 780 | -30.91 | 44 | -31.25 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 59,953 | -11.53 | 3,408 | -11.98 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 212,830 | -48.59 | 12,099 | -48.85 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 297,241 | -3.61 | 16,898 | -4.09 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 22,215 | -3.68 | 1,263 | -4.18 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Main Street Group, LTD | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Roof Eidam & Maycock/adv | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 30,694 | -18.87 | 1,745 | -19.30 | ||||
| 2025-06-24 | NP | TNMAX - 1290 Multi-Alternative Strategies Fund Class A | 29,700 | -8.28 | 1,651 | -13.51 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 10,704 | -36.25 | 609 | -36.60 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8,566 | -55.44 | 487 | -55.65 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 16,276 | -28.04 | 925 | -28.41 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 164,576 | -0.30 | 9,325 | -0.34 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 20,577 | -64.80 | 1,170 | -65.00 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 179,498 | -19.28 | 10,204 | -19.69 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 7,786 | -3.83 | 443 | -4.33 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 54,401 | -0.21 | 3,093 | -0.71 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 50,284 | -10.28 | 2,859 | -10.74 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 53,453 | -29.19 | 3,039 | -29.56 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 47,803 | -19.08 | 2,718 | -19.50 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 46,630 | -1.58 | 2,651 | -2.07 | ||||
| 2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 35,893 | -10.32 | 2,041 | -10.76 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 41,704 | -6.91 | 2,371 | -7.39 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 84,591 | -10.15 | 4,809 | -10.62 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 10 | -83.33 | 1 | -100.00 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 4,404 | -5.11 | 250 | -5.66 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 6,100 | -10.29 | 347 | -10.82 | ||||
| 2025-08-08 | 13F | Beck Bode, LLC | 9,398 | -37.14 | 534 | -37.47 | ||||
| 2025-05-02 | 13F | Patton Albertson Miller Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 3,664 | -80.07 | 208 | -80.32 | ||||
| 2025-08-12 | 13F | Integras Partners LLC | 36,083 | -5.16 | 2,051 | -5.61 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 18,229 | -15.23 | 1,036 | -15.64 | ||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 269,083 | -13.33 | 15,297 | -13.77 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 98,849 | -3.93 | 5,620 | -4.42 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 42,846 | -87.41 | 2,436 | -87.65 | ||||
| 2025-05-14 | 13F | Tiemann Investment Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 18,295 | -20.00 | 1,038 | -20.60 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 16,014 | -2.27 | 910 | -2.78 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 32,705 | -3.45 | 1,859 | -3.93 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 7,547 | -31.57 | 429 | -31.90 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 26,773 | -6.28 | 1,522 | -6.74 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 9,553 | -1.55 | 543 | -2.69 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 5,428 | -46.76 | 309 | -47.08 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 39,060 | -27.51 | 2,221 | -27.88 | ||||
| 2025-07-30 | 13F | Sanders Morris Harris Llc | 9,489 | -22.42 | 539 | -22.67 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 13,335 | -6.98 | 758 | -7.45 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 67,378 | -12.03 | 3,830 | -12.48 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 50,483 | -23.67 | 2,870 | -24.08 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 9,284 | -5.14 | 528 | -5.72 | ||||
| 2025-08-13 | 13F | Menard Financial Group LLC | 17,019 | -1.34 | 968 | 1.26 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 29,170 | -51.82 | 1,658 | -52.07 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 19,984 | -8.75 | 1 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB | 14,610 | -12.15 | 831 | -12.63 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 150 | -80.74 | 9 | -81.82 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 46,149 | -0.04 | 3 | 0.00 | ||||
| 2025-04-23 | 13F | Econ Financial Services Corp | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 66,797 | -11.75 | 3,797 | -12.21 | ||||
| 2025-08-04 | 13F | ELCO Management Co., LLC | 29,700 | -0.34 | 1,688 | -0.82 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 165,383 | -9.57 | 9,402 | -10.03 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 119,155 | -0.02 | 6,774 | -0.54 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 19,081 | -19.20 | 1,085 | -19.64 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 36,850 | -7.41 | 2,095 | -7.92 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 72 | -85.91 | 4 | -86.21 | ||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 12,712 | -9.76 | 723 | -10.20 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 296,941 | -10.47 | 16,881 | -10.92 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 9,594 | -64.32 | 548 | -64.80 | ||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 6,706 | -70.59 | 381 | -70.76 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 2,400 | -93.87 | 216 | -90.35 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 34,343 | -39.05 | 1,952 | -39.36 | ||||
| 2025-04-11 | 13F | Cranbrook Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 31,834 | -2.56 | 1,810 | -3.05 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 231,368 | -75.28 | 13,153 | -75.41 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 1,088 | -11.62 | 62 | -12.86 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 565 | -10.32 | 32 | -11.11 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,844 | -68.60 | 105 | -68.96 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 833 | -57.74 | 47 | -58.04 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 62,331 | -32.51 | 3,544 | -32.85 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 315 | -62.00 | 18 | -63.83 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 8,632 | -98.12 | 491 | -98.14 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 11,769 | -24.26 | 669 | -24.24 | ||||
| 2025-04-28 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 25,811 | -10.10 | 1,467 | -10.55 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 8,122 | -16.07 | 462 | -16.49 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 422,105 | -1.07 | 23,997 | -1.57 | ||||
| 2025-06-25 | NP | WWICX - Westwood Income Opportunity Fund C Class Shares | 93,780 | -5.31 | 5,213 | -10.74 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 13,817 | -30.84 | 785 | -31.20 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 409 | -0.97 | 23 | 0.00 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 84,723 | -28.91 | 4,816 | -29.27 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 28,712 | -4.40 | 1,632 | -3.72 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 21,518 | -36.55 | 1,223 | -36.86 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 165,174 | -8.98 | 9 | -10.00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 41,612 | -15.85 | 2,366 | -16.28 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 3,502 | -18.25 | 199 | -19.11 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 45,408 | -0.54 | 2,581 | -1.04 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 24,538 | -5.45 | 1,395 | -5.87 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 812 | -11.16 | 46 | -11.54 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 4,066 | -1.81 | 231 | -2.12 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 96,766 | -24.08 | 5,501 | -24.47 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 7,101 | -2.34 | 404 | -2.89 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Stewardship Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 41,813 | -1.62 | 2,377 | -2.10 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2,505 | -35.34 | 142 | -35.75 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 138,536 | -11.52 | 7,874 | -11.98 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 11,484 | -0.31 | 653 | -0.91 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 16,892 | -1.37 | 960 | -1.84 | ||||
| 2025-07-16 | 13F | Novem Group | 24,627 | -0.62 | 1,400 | -1.13 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,994,661 | -2.39 | 113 | -2.59 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Hall Capital Management Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Haverford Trust Co | 46,481 | -3.58 | 2,642 | -4.07 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 131,248 | -7.26 | 7,461 | -7.73 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 525 | -82.05 | 30 | -82.63 | ||||
| 2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Cooper Capital Advisors LLC | 14,871 | -1.00 | 845 | -1.52 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 182,132 | -3.09 | 10,354 | -3.59 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 111,549 | -64.80 | 6,334 | -63.17 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 6,354 | -36.63 | 361 | -36.89 | ||||
| 2025-07-24 | 13F | West Bancorporation Inc | 11,775 | -12.68 | 669 | -13.12 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3,071 | -14.46 | 175 | -15.12 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 27,567 | -5.36 | 1,567 | -5.83 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 77,257 | -6.34 | 4,392 | -6.81 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 3,582 | -63.99 | 204 | -63.94 | ||||
| 2025-06-26 | NP | HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF | 507,892 | -7.13 | 28,234 | -12.45 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 13,039 | -84.02 | 1 | -100.00 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 20,221 | -3.75 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 255,188 | -39.02 | 14,507 | -39.33 | ||||
| 2025-05-09 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 10,103 | -0.07 | 574 | -0.52 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 16,916 | -3.75 | 962 | -4.28 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 2,141 | -20.41 | 122 | -20.92 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 99,057 | -2.12 | 5,631 | -2.61 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 27,328 | -1.19 | 1,554 | -1.71 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 513,453 | -1.89 | 29,190 | -2.39 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 46,395 | -0.40 | 2,638 | -0.90 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 15,611 | -8.69 | 887 | -9.12 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 21,518 | -29.09 | 1,223 | -29.43 | ||||
| 2025-07-18 | 13F | Requisite Capital Management, LLC | 227,503 | -81.92 | 12,934 | -82.01 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 36,670 | -3.83 | 2,085 | -4.32 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | TFB Advisors LLC | 3,827 | -68.88 | 218 | -69.09 | ||||
| 2025-06-26 | NP | TDSB - Cabana Target Drawdown 7 ETF | 67,138 | -3.48 | 3,732 | -9.02 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 66,231 | -22.49 | 3,765 | -22.88 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | KKM Financial LLC | 14,262 | -29.02 | 811 | -29.44 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 34,182 | -2.48 | 1,943 | -2.95 | ||||
| 2025-07-14 | 13F | Palacios Wealth Management, LLC | 6,353 | -55.86 | 361 | -77.97 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 27,814 | -25.76 | 1,581 | -26.12 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 31,940 | -41.15 | 1,801 | -41.92 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 19,895 | -8.70 | 1,131 | -9.16 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 5,027 | -6.09 | 286 | -6.56 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 456 | -88.56 | 26 | -88.99 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 195,398 | -2.96 | 11,165 | -4.27 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 3,560 | -48.65 | 202 | -48.99 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 20,280 | -50.65 | 1,159 | -50.99 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | SFE Investment Counsel | 49,150 | -31.32 | 2,794 | -31.67 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 35,333 | -5.21 | 2,009 | -5.68 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 46,244 | -0.48 | 2,629 | -1.02 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 1 | -98.51 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 4,940 | -2.85 | 281 | -3.45 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sentinus, LLC | 7,136 | -8.17 | 406 | -8.78 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 12,633 | -62.02 | 718 | -62.21 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 2,284 | -22.58 | 130 | -23.21 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 8,878 | -14.10 | 505 | -14.58 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 2,207 | -2.99 | 125 | -3.10 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 10,462 | -30.91 | 595 | -31.33 | ||||
| 2025-08-14 | 13F | Caerus Investment Advisors, LLC | 66,590 | -27.15 | 3,786 | -27.53 | ||||
| 2025-07-30 | 13F | Fiduciary Family Office, Llc | 192,984 | -2.23 | 10,971 | -2.72 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 173,455 | -13.76 | 9,861 | -14.20 | ||||
| 2025-05-07 | 13F | Objective Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 27,219 | -79.91 | 1,547 | -80.01 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 65,319 | -4.91 | 3,713 | -5.38 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 14,581 | -10.94 | 829 | -11.44 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 69,831 | -8.62 | 3,970 | -9.09 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 59,070 | -21.92 | 3,358 | -22.32 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 154,500 | -1.43 | 8,783 | -1.93 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 84,862 | -41.50 | 4,824 | -41.86 | ||||
| 2025-05-07 | 13F | Schaeffer Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 23,571 | -18.56 | 1,340 | -18.94 | ||||
| 2025-08-28 | NP | YFYA - Yields for You Income Strategy A ETF | 21,806 | -4.61 | 1,240 | -5.13 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 12,572 | -12.45 | 715 | -12.93 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 11,467 | -0.83 | 655 | -2.09 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 8,178 | -10.94 | 465 | -11.45 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 6,562 | -1.25 | 373 | -1.58 | ||||
| 2025-08-04 | 13F | B&l Asset Management Llc | 7,789 | -1.94 | 443 | -2.43 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 12,396 | -35.85 | 705 | -36.23 | ||||
| 2025-08-14 | 13F | Potentia Wealth | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Missouri Trust & Investment Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 263,391 | -2.65 | 14,974 | -3.14 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 118,426 | -30.64 | 6,733 | -31.00 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 28,250 | -20.35 | 1,606 | -20.73 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 89,416 | -0.35 | 5,083 | -0.86 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 138,716 | -11.01 | 7,886 | -11.45 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 10,534 | -3.90 | 599 | -4.47 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 83,068 | -1.15 | 4,722 | -1.65 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 45,678 | -11.86 | 2,597 | -12.33 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 5,844 | -5.56 | 332 | -5.95 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 72,310 | -13.35 | 4,111 | -13.80 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 16,412 | -16.70 | 933 | -17.07 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 10,758 | -17.71 | 612 | -18.21 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3,371,709 | -1.65 | 191,682 | 9.33 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 1,088 | -29.26 | 62 | -32.22 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 1,000 | -90.72 | 57 | -90.89 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 10,368 | -4.62 | 589 | -5.15 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 52,601 | -22.42 | 2,990 | -22.80 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 39,200 | -21.38 | 2,229 | -21.80 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 23,175 | -0.13 | 1,318 | -0.60 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 26,414 | -79.77 | 1,502 | -79.88 | ||||
| 2025-07-18 | 13F | Independent Investors Inc | 15,315 | -8.10 | 871 | -8.61 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 359,425 | -0.77 | 20,433 | -1.28 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 5,600 | -25.33 | 318 | -25.70 | ||||
| 2025-05-14 | 13F | Natixis | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 330,320 | -10.71 | 18,779 | -11.16 | ||||
| 2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 76,572 | -23.37 | 4,353 | -23.75 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 115,510 | -14.66 | 6,567 | -15.10 | ||||
| 2025-05-06 | 13F | Advisor OS, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 83,660 | -38.90 | 4,756 | -39.20 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 524,375 | -4.35 | 29,811 | -4.84 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 86,061 | -17.04 | 4,893 | -17.46 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,527,917 | -10.69 | 87,030 | -10.97 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 47,644 | -5.70 | 2,709 | -6.17 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 35,153 | -11.38 | 1,998 | -11.83 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 207,590 | -12.50 | 11,801 | -12.95 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 199,895 | -0.85 | 11,364 | -1.35 | ||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4,735 | -34.53 | 269 | -34.87 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1,660 | -0.54 | 94 | -1.05 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 12,214 | -85.83 | 694 | -85.90 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 95,522 | -0.49 | 5,430 | -0.98 | ||||
| 2025-07-18 | 13F | Miller Wealth Advisors, Llc | 560 | -11.39 | 32 | -13.89 | ||||
| 2025-08-19 | 13F | Element Pointe Advisors, Llc | 239,305 | -48.00 | 13,605 | -48.27 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 7,577 | -3.98 | 431 | -4.44 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 27,726 | -1.67 | 1,576 | -2.17 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 21,429 | -5.96 | 1,218 | -6.45 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 163,860 | -12.48 | 9,315 | -12.92 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 19,286 | -11.27 | 1,096 | -11.68 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 8,402 | -10.71 | 478 | -11.17 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 15,939 | -24.63 | 906 | -25.00 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-14 | 13F | Zacks Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 26,874 | -6.37 | 1,528 | -6.89 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 7,337 | -7.03 | 417 | -7.33 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 4,810 | -1.84 | 273 | -2.15 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 142,004 | -21.56 | 8,073 | -21.45 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 33,110 | -0.03 | 1,882 | -0.53 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 22,739 | -17.93 | 1,293 | -18.38 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 |
