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.
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 8,515 | -4.51 | 432 | -4.43 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 216,752 | -15.91 | 10,985 | -15.83 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 4,963 | -7.23 | 252 | -7.04 | ||||
| 2025-04-10 | 13F | TrueWealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 111,573 | -10.88 | 5,655 | -10.79 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 394,616 | -14.49 | 19,999 | -14.41 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 88,956,565 | -11.15 | 4,508,319 | -11.06 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 4,934 | -0.06 | 250 | 0.40 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 9,723 | -0.13 | 493 | 0.00 | ||||
| 2025-08-14 | 13F | Dividend Asset Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | REDW Wealth LLC | 278,321 | -0.33 | 14,105 | -0.23 | ||||
| 2025-04-16 | 13F | NorthCrest Asset Manangement, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 17,624 | -37.77 | 892 | -37.82 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1,209 | -96.57 | 61 | -96.58 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 46,218 | -43.71 | 2,343 | -43.66 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 152,631 | -4.46 | 7,735 | -4.36 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 53,910 | -6.10 | 2,732 | -5.99 | ||||
| 2025-07-28 | 13F | Essex LLC | 70,631 | -3.95 | 3,580 | -3.87 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 237,503 | -28.88 | 12,037 | -28.81 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 7,812 | -75.21 | 396 | -75.24 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 165,004 | -9.87 | 8,362 | -9.79 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 98,586 | -9.11 | 4,991 | -8.64 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 19,756 | -3.00 | 1,001 | -2.91 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 9,512 | -2.06 | 482 | -1.83 | ||||
| 2025-05-15 | 13F | Alliancebernstein L.p. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Members Capital Advisors Inc | 495,000 | -50.25 | 25,087 | -50.20 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 6,681 | -0.93 | 339 | -0.88 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 73,618 | -16.77 | 3,729 | -16.71 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 757,505 | -30.43 | 38,390 | -30.36 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 18,013 | -4.59 | 913 | -4.50 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 3,447 | -59.84 | 175 | -59.91 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 12,873 | -19.18 | 652 | -19.11 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 30 | -99.97 | 2 | -99.98 | ||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 61,184 | -2.28 | 3,101 | -2.18 | ||||
| 2025-07-07 | 13F | Trust Co | 4,756 | -0.02 | 241 | 0.42 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 49,710 | -19.14 | 2,519 | -19.06 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 4,499 | -14.98 | 228 | -14.98 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 497,839 | -4.56 | 25,230 | -4.46 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 94,968 | -8.43 | 4,813 | -8.36 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 35,207 | -0.80 | 1,784 | -0.67 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 12,622 | -96.90 | 640 | -96.90 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 8,992 | -28.09 | 456 | -28.23 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 44,272 | -42.08 | 2,244 | -42.03 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 45,130 | -5.58 | 2,287 | -5.50 | ||||
| 2025-06-02 | 13F | SkyView Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 15,401 | -38.33 | 781 | -38.29 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 380,847 | -3.07 | 19,301 | -2.97 | ||||
| 2025-05-13 | 13F | Journey Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Promus Capital, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 10,632 | -1.06 | 538 | -0.55 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 779,786 | -4.10 | 39,520 | -4.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 68,419 | -3.58 | 3,467 | -2.99 | ||||
| 2025-07-24 | 13F | Birch Capital Management, LLC | 19,774 | -2.91 | 1,002 | -2.81 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 484,804 | -33.36 | 24,570 | -33.29 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 45,433 | -2.60 | 2,303 | -2.50 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 49,508 | -2.18 | 2,509 | -2.07 | ||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 245,397 | -0.60 | 12,437 | -0.50 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 22,232 | -10.33 | 1,127 | -10.28 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 122,821 | -6.18 | 6,225 | -6.08 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 487,444 | -1.35 | 24,704 | -1.25 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 323,309 | -5.98 | 16,385 | -5.89 | ||||
| 2025-05-05 | 13F | Mosaic Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 2,285 | -1.04 | 116 | -0.86 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 10,738 | -4.32 | 544 | -4.23 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | RULE - Adaptive Core ETF | 10,936 | -11.53 | 554 | -11.36 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 6,385 | -19.57 | 324 | -19.45 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 39,257 | -24.88 | 1,990 | -24.80 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 12,620 | -11.25 | 640 | -11.13 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 14,283 | -15.77 | 724 | -15.73 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 16,884 | -3.40 | 856 | -3.28 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4,501 | -99.50 | 228 | -99.50 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 1,667,229 | -43.93 | 84,495 | -43.88 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 4,419 | -85.38 | 223 | -85.42 | ||||
| 2025-07-29 | 13F | Aull & Monroe Investment Management Corp | 6,684 | -2.91 | 339 | -2.87 | ||||
| 2025-04-18 | 13F | Seed Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | New Millennium Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 27,406 | -7.93 | 1,385 | -7.79 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 811,134 | -5.04 | 41,108 | -4.95 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 170,629 | -44.82 | 8,647 | -44.77 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 43,551 | -14.56 | 2,207 | -14.46 | ||||
| 2025-05-01 | 13F | Fifth Third Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 314,012 | -34.45 | 15,914 | -34.39 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 328,949 | -1.55 | 16,671 | -1.45 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 7,060 | -20.80 | 358 | -20.84 | ||||
| 2025-05-09 | NP | ACIFX - Advisors Capital International Fund | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 58,822 | -2.19 | 3 | -33.33 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 21,593 | -8.17 | 1,094 | -8.07 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1,245 | -81.97 | 63 | -81.95 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 8,234 | -0.39 | 417 | -0.24 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 9,955 | -10.43 | 1 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 30,759 | -17.13 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 340,088 | -8.31 | 17,236 | -8.09 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 1,065 | -99.77 | 54 | -99.77 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 47,794 | -10.08 | 2,422 | -10.00 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 9,334 | -79.08 | 473 | -79.05 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Bolthouse Investments, LLC | 56,198 | -18.14 | 2,848 | -18.04 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 256,231 | -0.77 | 12,986 | -0.67 | ||||
| 2025-08-01 | 13F | Private Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 48,320 | -0.26 | 2,449 | -0.16 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio | 2,761,235 | -36.18 | 139,939 | -36.12 | ||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 71,532 | -3.17 | 3,625 | -3.07 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 8,179 | -49.94 | 415 | -49.94 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 40,374 | -1.34 | 2,046 | -1.21 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | First Foundation Advisors | 47,033 | -0.73 | 2,384 | -0.63 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 195,715 | -12.44 | 9,919 | -12.35 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 902 | -37.06 | 45 | -37.50 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 3,959 | -5.33 | 201 | -5.21 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 92,847 | -13.70 | 4,706 | -13.62 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 110,938 | -4.82 | 5,601 | -5.08 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 115,242 | -3.84 | 5,841 | -3.74 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | IronBridge Private Wealth, LLC | 228,704 | -0.32 | 11,579 | 0.20 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 258 | -44.64 | 13 | -43.48 | ||||
| 2025-05-14 | 13F | Clarkston Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 53 | -99.76 | 3 | -99.82 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 4,605 | -36.86 | 233 | -36.86 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 213,243 | -0.92 | 10,807 | -0.82 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 76,875 | -79.44 | 3,884 | -79.49 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,690,544 | -20.92 | 85,677 | -20.84 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 205,273 | -1.68 | 10 | 0.00 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 16,224 | -12.26 | 822 | -12.18 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | -100.00 | 0 | |||||
| 2025-04-02 | 13F/A | Industrial Alliance Investment Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 7,870 | -7.07 | 399 | -7.01 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 414,514 | -0.29 | 21,008 | -0.19 | ||||
| 2025-07-23 | 13F | IMZ Advisory Inc | 377,971 | -3.86 | 19,125 | -3.92 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 460,530 | -4.50 | 23 | -4.17 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 331,249 | -36.22 | 16,780 | -36.19 | ||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 83,505 | -2.95 | 4,232 | -2.85 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 75,850 | -16.29 | 3,844 | -16.20 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 297,298 | -0.83 | 15,067 | -0.72 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 136,546 | -15.07 | 7 | -25.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 542,504 | -1.01 | 27,494 | -0.91 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 23,323 | -2.55 | 1,182 | -2.39 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 31,646 | -42.15 | 1,604 | -42.11 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1,991 | -74.90 | 101 | -75.06 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 295,328 | -44.36 | 14,967 | -44.30 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 8,501 | -92.89 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 18,103 | -44.55 | 1 | -100.00 | ||||
| 2025-07-29 | NP | TSPX - Twin Oak Active Opportunities ETF | 450,011 | -77.65 | 22,780 | -77.66 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 217,891 | -12.41 | 11,043 | -12.32 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 83,347 | -33.15 | 4,224 | -33.08 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Logan Capital Management Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1,029,052 | -4.95 | 52,152 | -4.85 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 19,558 | -12.77 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Temasek Holdings (Private) Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Syverson Strege & Co | 164,575 | -6.25 | 8,341 | -6.16 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 141,812 | -14.20 | 7,177 | -14.21 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 80,613 | -5.11 | 4,085 | -5.02 | ||||
| 2025-04-22 | 13F | RFP Financial Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 3,619 | -72.66 | 183 | -72.84 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 712 | -1.39 | 36 | 0.00 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 6,378 | -0.44 | 323 | -0.31 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 463,748 | -1.88 | 23,503 | -1.78 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 18,986 | -67.11 | 962 | -1.13 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 8,467 | -4.79 | 428 | -4.90 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 4,708 | -11.27 | 239 | -11.19 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 343,073 | -1.34 | 17,387 | -1.24 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 40,426 | -13.66 | 2,049 | -13.59 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 4,874 | -1.83 | 247 | -1.59 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 11,888 | -1.70 | 602 | -1.63 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 35,431 | -5.37 | 1,796 | -5.28 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 178,628 | -44.83 | 9,053 | -44.78 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 334,126 | -0.61 | 16,933 | -0.52 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 20,428 | -68.29 | 1,034 | -68.23 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 64,235 | -10.48 | 3,255 | -10.38 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 86,739 | -5.88 | 4,396 | -5.81 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 25,726 | -29.22 | 1,304 | -29.18 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 28,837 | -92.53 | 1,461 | -92.52 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,023 | -63.66 | 153 | -63.66 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 109,309 | -6.63 | 5,540 | -6.55 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 79,287 | -15.17 | 4,018 | -15.09 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 553,255 | -57.62 | 28,039 | -57.58 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 605 | -4.72 | 31 | -6.25 | ||||
| 2025-07-09 | 13F | Client First Investment Management LLC | 5,062 | -8.18 | 257 | -8.24 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 75,513 | -15.83 | 3,827 | -15.76 | ||||
| 2025-08-28 | NP | PWRAX - Power Income Fund Class A | 490,545 | -15.50 | 24,861 | -14.98 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 12,262 | -8.25 | 621 | -8.14 | ||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Next Capital Management LLC | 20,185 | -48.44 | 1,023 | -48.44 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 32,063 | -20.02 | 1,625 | -19.96 | ||||
| 2025-05-07 | 13F | Baron Silver Stevens Financial Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 5,970 | -95.45 | 303 | -95.45 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 4,378 | -1.13 | 222 | -1.34 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 11,619 | -16.40 | 589 | -16.36 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 67,504 | -5.83 | 3,421 | -5.73 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 21,051 | -27.12 | 1,067 | -27.09 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 30,071 | -16.91 | 1,524 | -16.87 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 111,027 | -4.04 | 5,627 | -3.96 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 188 | -79.72 | 10 | -80.43 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 53,579 | -15.45 | 2,715 | -15.37 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 28,075 | -0.35 | 1,423 | -0.28 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 94,869 | -5.64 | 4,808 | -5.56 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 188,909 | -16.01 | 9,574 | -15.93 | ||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 9,732 | -0.18 | 493 | 0.00 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | GTAAX - Power Global Tactical Allocation/JAForlines Fund Class A | 42,572 | -21.16 | 2,158 | -20.67 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 123,600 | -0.63 | 6,264 | -0.52 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 14,639 | -5.88 | 741 | -5.48 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 17,417 | -36.64 | 882 | -36.59 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 90,304 | -0.52 | 4,577 | -0.41 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 4,585 | -22.09 | 232 | -21.89 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 10,023 | -2.21 | 508 | -2.12 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 85,866 | -4.03 | 4,352 | -3.95 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 79,147 | -1.69 | 4,011 | -1.62 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1,040 | -20.00 | 53 | -20.00 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 4,543 | -2.26 | 230 | -2.13 | ||||
| 2025-08-14 | 13F | Family Management Corp | 27,882 | -5.71 | 1,413 | -5.61 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 15,011 | -21.59 | 761 | -21.57 | ||||
| 2025-06-03 | 13F | Invst, LLC | 176,985 | -16.87 | 8,961 | -16.44 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 17,306 | -3.14 | 876 | -2.56 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 18,228 | -5.23 | 924 | -5.14 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 90,486 | -13.90 | 4,569 | -13.86 | ||||
| 2025-06-26 | NP | FARX - Frontier Asset Absolute Return ETF | 17,072 | -6.38 | 865 | -6.29 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 12,513 | -21.28 | 634 | -21.14 | ||||
| 2025-07-11 | 13F | Bell Bank | 29,249 | -0.49 | 1,482 | -0.40 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 250,470 | -12.97 | 12,694 | -12.89 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 48,197 | -23.61 | 2 | -33.33 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1,496 | -1.58 | 76 | -1.32 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 130,675 | -26.67 | 6,623 | -26.60 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 5,144 | -44.57 | 261 | -44.56 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 5,534 | -8.59 | 280 | -8.50 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,937,480 | -2.11 | 98,191 | -2.01 | ||||
| 2025-06-26 | NP | FCBD - Frontier Asset Core Bond ETF | 55,605 | -54.61 | 2,816 | -54.57 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 25,296 | -12.49 | 1,282 | -12.37 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 197,067 | -5.23 | 9,987 | -5.14 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 6,607 | -55.93 | 335 | -55.99 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Nepsis, Inc. | 21,057 | -54.69 | 1,067 | -54.65 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 31,950 | -2.44 | 1,619 | -2.35 | ||||
| 2025-05-14 | 13F | Visionary Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 3,775 | -5.01 | 191 | -4.98 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 4,948 | -1.06 | 250 | -1.19 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 9,628 | -0.69 | 488 | -0.41 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 30,551 | -5.66 | 1,548 | -5.55 | ||||
| 2025-06-17 | 13F | Howe & Rusling Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | City Holding Co | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 7,529 | -82.30 | 382 | -82.30 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 15,179 | -5.98 | 769 | -5.88 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 8,839 | -14.91 | 448 | -14.86 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 59,649 | -92.70 | 3,023 | -92.70 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 23,746 | -80.25 | 1,203 | -80.23 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 79,971 | -9.50 | 4,053 | -9.43 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 138,223 | -16.10 | 7,005 | -16.01 | ||||
| 2025-07-21 | 13F | Quattro Financial Advisors Llc | 61,283 | -1.06 | 3,106 | -0.96 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 45,541 | -98.11 | 2,308 | -98.11 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 47,248 | -30.88 | 2,395 | -30.81 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 13,667 | -12.17 | 693 | -12.07 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 130,147 | -2.41 | 6,596 | -2.31 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 8,364 | -63.75 | 424 | -63.78 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 6,071 | -17.19 | 308 | -17.25 | ||||
| 2025-08-13 | 13F | Saiph Capital, LLC | 236,433 | -2.30 | 11,982 | -2.20 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 7,776 | -20.46 | 394 | -20.24 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 62,870 | -19.50 | 3,186 | -19.42 | ||||
| 2025-08-08 | 13F | Creative Planning | 41,124 | -46.98 | 2,084 | -46.93 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 64,271 | -0.26 | 3,257 | -0.15 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 27,590 | -35.99 | 1,398 | -35.93 | ||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 81,208 | -8.45 | 4,116 | -8.37 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 9,374 | -21.48 | 475 | -21.36 | ||||
| 2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 131,308 | -7.04 | 6,655 | -6.95 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4,548 | -93.96 | 230 | -92.96 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 39,899 | -11.71 | 2,022 | -11.63 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 21,843 | -75.76 | 1,107 | -75.75 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 24,109 | -3.42 | 1,222 | -3.33 | ||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 1,137,305 | -30.09 | 57,638 | -30.01 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 1,926,101 | -5.07 | 97,557 | -5.02 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 13,696 | -24.44 | 693 | -24.10 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 28,148 | -88.67 | 1,427 | -88.66 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 516,342 | -70.34 | 26,168 | -70.31 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 5,554 | -36.06 | 281 | -35.99 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 82,588 | -41.23 | 4,186 | -41.18 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 43,140 | -44.46 | 2,186 | -44.40 | ||||
| 2025-05-09 | 13F | Ritter Daniher Financial Advisory LLC / DE | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 11,350 | -8.79 | 575 | -8.73 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 198,982 | -0.54 | 10,084 | -0.44 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 72,999 | -37.00 | 3,700 | -36.94 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 28,291 | -18.96 | 1,434 | -18.90 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 26,458 | -37.74 | 1,341 | -37.70 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 23,948 | -14.91 | 1,214 | -14.82 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 129,821 | -0.30 | 6,579 | -0.20 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 44,863 | -0.84 | 2,274 | -0.74 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 31,000 | -0.64 | 1,571 | -0.51 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 1,135,570 | -1.72 | 57,551 | -1.62 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 138,060 | -58.84 | 6,997 | -58.80 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 17,477 | -1.90 | 886 | -1.78 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 40,089 | -31.36 | 2,032 | -31.29 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 402,206 | -2.73 | 20,384 | -2.64 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 9,968 | -11.99 | 505 | -11.73 | ||||
| 2025-04-22 | 13F | Cohalo Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 6,000 | -14.88 | 304 | -14.61 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 1,807 | -11.29 | 92 | -11.65 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 16,746 | -0.86 | 849 | -0.82 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 63,571 | -48.49 | 3,222 | -48.45 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 11,466 | -0.78 | 581 | -0.68 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 16,321 | -2.69 | 827 | -2.59 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 168,395 | -11.40 | 8,534 | -11.31 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 111 | -97.56 | 6 | -97.83 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 2,871 | -16.78 | 145 | -16.67 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 213,034 | -35.37 | 10,797 | -35.30 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 4,002 | -32.49 | 203 | -32.67 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 20,779 | -3.17 | 1,053 | -3.04 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 8,497 | -4.23 | 431 | -4.02 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 241,612 | -23.02 | 12,245 | -22.95 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 1,569,722 | -12.79 | 79,553 | -12.71 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Illumine Investment Management, LLC | 81,692 | -0.76 | 4,140 | -0.65 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 15,031 | -8.30 | 762 | -8.20 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,134,769 | -2.16 | 58 | -1.72 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 19,822 | -30.90 | 1,005 | -30.85 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 927,786 | -0.28 | 47,020 | -0.18 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 37,982 | -71.13 | 1,925 | -71.12 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 120,198 | -1.79 | 6,092 | -1.69 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 65,766 | -7.02 | 3,333 | -6.93 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 24,647 | -35.96 | 1,249 | -35.88 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 13,843 | -12.59 | 1 | |||||
| 2025-07-29 | 13F | Foster & Motley Inc | 32,487 | -35.23 | 2 | -50.00 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Channel Wealth Llc | 14,209 | -30.53 | 720 | -30.43 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 60,759 | -4.98 | 3,079 | -4.88 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 45,334 | -14.16 | 2,298 | -14.07 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 164,054 | -21.53 | 8,314 | -21.45 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 6,236 | -59.30 | 316 | -59.23 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2,384,083 | -20.31 | 121 | -20.53 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 16,138 | -25.06 | 818 | -25.05 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 17,098 | -8.70 | 867 | -8.65 | ||||
| 2025-08-08 | 13F | Maple Capital Management, Inc. | 29,491 | -8.01 | 1,495 | -7.95 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 26,516 | -30.20 | 1,344 | -30.16 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 49,325 | -0.27 | 2,500 | -0.16 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 5,971 | -93.71 | 303 | -93.72 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 15,226 | -13.15 | 772 | -13.08 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 3,962 | -41.43 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 8,896 | -13.74 | 451 | -13.79 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 39,530 | -82.42 | 2,003 | -82.41 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 17,482 | -22.54 | 886 | -22.50 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 23,821 | -0.61 | 1,207 | -0.49 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 457,425 | -15.35 | 23,182 | -15.26 | ||||
| 2025-07-17 | 13F | KWB Wealth | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 3,500 | -66.59 | 177 | -66.60 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 742,626 | -2.94 | 37,636 | -2.84 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 41,609 | -73.15 | 2,109 | -73.14 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | SP Asset Management LLC | 68,182 | -0.26 | 3,455 | -0.17 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 21,649 | -29.27 | 1,096 | -29.26 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 9,663 | -46.72 | 490 | -46.73 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 34,546 | -15.94 | 1,751 | -15.87 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 47,154 | -9.11 | 2,390 | -9.03 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 8,672 | -47.83 | 439 | -47.80 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 309,352 | -3.36 | 15,678 | -3.27 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 39,498 | -1.42 | 2,002 | -1.33 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 103,194 | -4.22 | 5,230 | -4.13 | ||||
| 2025-05-15 | 13F | Harvest Investment Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 22,388 | -5.55 | 1,135 | -5.50 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 121,940 | -37.09 | 6,180 | -37.03 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 20,053 | -2.34 | 1,016 | -2.21 | ||||
| 2025-08-27 | NP | ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio | 1,198,330 | -81.06 | 60,731 | -81.04 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 265,484 | -4.05 | 13,455 | -3.95 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 81,363 | -37.72 | 4,123 | -37.66 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 52,015 | -22.43 | 2,636 | -22.33 | ||||
| 2025-04-28 | NP | FMCE - FM Compounders Equity ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 8,294 | -2.07 | 420 | -1.87 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 91 | -69.26 | 5 | -71.43 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 4,250 | -79.02 | 215 | -79.02 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 16,229 | -4.53 | 822 | -4.42 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,621 | -4.14 | 82 | -3.53 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 94,532 | -0.26 | 4,791 | -0.17 | ||||
| 2025-04-14 | 13F | Lloyd Advisory Services, LLC. | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Discipline Wealth Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Boston Family Office Llc | 64,313 | -14.15 | 3 | 0.00 | ||||
| 2025-04-30 | 13F | Parr Mcknight Wealth Management Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 208,909 | -0.68 | 10,550 | -0.94 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 36,139 | -5.17 | 1,832 | -5.08 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 108,213 | -0.73 | 5,484 | -0.63 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 121,927 | -31.19 | 6,179 | -31.12 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 5,000 | -88.99 | 253 | -89.00 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 4,000 | -16.25 | 203 | -16.18 | ||||
| 2025-07-24 | 13F | GFG Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Laraway Financial Inc | 22,880 | -1.71 | 1,160 | -1.61 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 66,647 | -6.33 | 3,370 | -6.47 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 143,136 | -4.99 | 7,254 | -4.89 | ||||
| 2025-05-06 | 13F | Maryland Capital Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Andrew Hill Investment Advisors, Inc. | 7,684 | -1.81 | 389 | -1.77 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 7,228 | -18.66 | 0 | |||||
| 2025-07-15 | 13F | Norden Group Llc | 102,655 | -79.72 | 5,203 | -79.70 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 57,643 | -11.01 | 2,921 | -10.92 | ||||
| 2025-04-17 | 13F | Abound Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Intrepid Family Office Llc | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio | 2,001,669 | -75.60 | 101,445 | -75.58 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 68,715 | -8.52 | 3,476 | -8.60 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 179,543 | -5.92 | 9,099 | -5.83 | ||||
| 2025-05-08 | 13F | Private Advisory Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 35,966 | -80.02 | 1,823 | -80.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 186,732 | -41.09 | 9,464 | -41.03 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 3,012 | -44.09 | 153 | -44.12 | ||||
| 2025-08-15 | 13F | State of Tennessee, Treasury Department | 1,181,800 | -13.11 | 59,894 | -13.02 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 16,536 | -78.52 | 838 | -78.50 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 36,123 | -3.99 | 1,831 | -3.89 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 297,687 | -18.95 | 15,087 | -18.87 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 8,498 | -14.30 | 431 | -14.34 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 7,608 | -21.67 | 386 | -21.59 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 98,234 | -63.62 | 4,978 | -63.59 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 3,475 | -5.44 | 176 | -5.38 | ||||
| 2025-04-21 | 13F | Means Investment Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 72 | -57.89 | 4 | -62.50 | ||||
| 2025-05-07 | 13F | Drive Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 10,300 | -3.49 | 522 | -3.33 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 56,708 | -3.71 | 2,874 | -3.62 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 127,467 | -0.15 | 6,460 | 0.47 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 102,147 | -0.16 | 5,177 | -0.06 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 146,577 | -38.77 | 7,429 | -38.71 | ||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 388,328 | -0.44 | 19,680 | -0.34 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 28,894 | -0.37 | 1,464 | -0.27 | ||||
| 2025-07-23 | 13F | Nelson Capital Management, LLC | 21,941 | -0.02 | 1,112 | 0.00 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 7,557 | -6.10 | 383 | -6.14 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 8,039 | -24.22 | 407 | -24.21 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 28,076 | -23.76 | 1,423 | -23.71 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,938 | -35.96 | 98 | -35.53 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 10,936 | -11.53 | 554 | -11.36 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 605,364 | -8.11 | 30,680 | -8.02 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 13,344 | -75.74 | 675 | -75.69 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 154,877 | -1.58 | 7,849 | -1.47 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 732 | -75.06 | 37 | -75.00 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 7,329 | -29.37 | 371 | -29.33 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 4,723 | -8.58 | 239 | -8.43 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 114,426 | -15.81 | 5,799 | -15.72 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 91,826 | -3.63 | 4,654 | -3.54 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 135,083 | -24.56 | 6,846 | -24.48 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 196,895 | -2.24 | 9,979 | -2.14 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 42,100 | -10.71 | 2,134 | -10.64 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-05-28 | NP | GHMS - Goose Hollow Multi-Strategy Income ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 380,737 | -0.03 | 19,296 | 0.07 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 12,936 | -86.81 | 656 | -86.80 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 10,162 | -86.29 | 516 | -86.28 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 29,358 | -0.53 | 1,486 | 0.00 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 13,342 | -20.18 | 676 | -20.09 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 118,938 | -1.42 | 6,028 | -1.33 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 117,796 | -1.81 | 5,970 | -1.73 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 411,196 | -3.28 | 20,839 | -3.18 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 16,202 | -1.36 | 821 | -1.20 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 32,148 | -1.28 | 1,629 | -1.15 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 96,899 | -0.41 | 4,911 | -0.32 | ||||
| 2025-06-17 | 13F | Ridgepath Capital Management LLC | 293,851 | -16.35 | 14,878 | -15.92 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 25,258 | -16.09 | 1,280 | -16.01 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 55,870 | -5.03 | 2,831 | -4.94 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 16,149 | -2.42 | 818 | -2.27 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 48,876 | -2.65 | 2,477 | -2.56 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 961 | -0.52 | 49 | 0.00 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 4,979 | -1.66 | 252 | -1.57 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 27,781 | -6.74 | 1,408 | -6.70 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 59,591 | -2.77 | 3,020 | -2.67 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 323,783 | -5.06 | 16,409 | -4.97 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 159,093 | -5.46 | 8,063 | -5.36 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 117,779 | -5.01 | 5,969 | -4.91 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 65,794 | -33.26 | 3,334 | -33.20 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 477,120 | -3.76 | 24,180 | -3.67 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 7,454 | -1.97 | 378 | -1.82 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 853,286 | -1.47 | 43,245 | -1.38 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 9,091 | -0.87 | 461 | -0.86 | ||||
| 2025-05-27 | 13F | Advisors Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 96,603 | -6.25 | 4,896 | -6.17 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 10,676 | -65.48 | 541 | -65.43 | ||||
| 2025-05-07 | 13F | Evermay Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 |
