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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | RFG Advisory, LLC | 470,079 | -68.32 | 35,204 | -65.11 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 14,919 | -11.44 | 1,117 | -2.45 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 11,536 | -41.01 | 864 | -35.11 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 23,021 | -0.86 | 1,724 | 9.18 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 30,612 | -1.40 | 2,293 | 8.57 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 4,501 | -3.58 | 337 | 6.31 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 18,970 | -1.27 | 1,421 | 8.73 | ||||
| 2025-07-28 | 13F | Tlwm | 13,488 | -0.62 | 1,010 | 9.43 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 195,523 | -2.10 | 14,643 | 7.80 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 6,593 | -26.83 | 494 | -19.44 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | RDA Financial Network | 6,116 | -0.16 | 458 | 10.10 | ||||
| 2025-05-12 | 13F | CFS Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 4,897 | -16.32 | 367 | -7.81 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 748 | -1.58 | 56 | 9.80 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 76,068 | -1.06 | 5,697 | 8.95 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 16,436 | -0.87 | 1,231 | 9.14 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 454,103 | -4.53 | 34,008 | 5.13 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 55,564 | -1.05 | 4,161 | 8.96 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 57,599 | -5.33 | 4,314 | 15.48 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 60,738 | -8.02 | 4,647 | 5.93 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 5,817 | -12.61 | 436 | -3.76 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 2,489 | -2.89 | 186 | 6.90 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 30,618 | -2.26 | 2,293 | 7.61 | ||||
| 2025-05-15 | 13F | Moneta Group Investment Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 20,188 | -23.64 | 1,512 | -15.96 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 43,920 | -1.67 | 3,289 | 8.30 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 3,234 | -56.46 | 242 | -53.46 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 325,115 | -4.81 | 24,231 | 10.94 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 6,141 | -31.77 | 460 | -25.00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4,803 | -1.05 | 360 | 8.79 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Hunter Associates Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Zhang Financial LLC | 254,896 | -4.37 | 19,089 | 5.31 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 7,945 | -17.43 | 595 | -9.02 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 4,097 | -25.24 | 307 | -17.74 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5,015 | -29.64 | 376 | -24.70 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 98,980 | -8.71 | 7,413 | 0.52 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 29,625 | -0.97 | 2,219 | 9.05 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 41,928 | -7.00 | 3,140 | 2.41 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 9,233 | -5.01 | 691 | 4.54 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 94,513 | -4.84 | 7,078 | 4.78 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 54,450 | -0.21 | 4,078 | 9.86 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 4,167 | -29.43 | 312 | -22.19 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 23,194 | -4.76 | 1,737 | 4.83 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 136,146 | -0.12 | 10,196 | 9.99 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 102,689 | -1.11 | 7,690 | 8.89 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 10,355 | -2.03 | 775 | 7.94 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 21,237 | -3.16 | 1,600 | 14.54 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 7,925 | -1.25 | 594 | 8.81 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 50,465 | -12.93 | 3,779 | -4.11 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 42,774 | -3.81 | 2,909 | -8.41 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 6,174 | -12.50 | 462 | -3.55 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 9,750 | -79.82 | 730 | -77.78 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4,417 | -1.56 | 331 | 8.20 | ||||
| 2025-08-04 | 13F | Balentine LLC | 150,742 | -2.53 | 11,289 | 7.33 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 32,470 | -1.67 | 2,432 | 8.29 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 30,296 | -27.81 | 2,269 | -20.53 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 30 | -26.83 | 2 | 0.00 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 211,960 | -0.21 | 15,874 | 9.88 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 3,252 | -7.35 | 244 | 2.10 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 4,845 | -1.16 | 363 | 8.71 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 5,052 | -40.90 | 378 | -34.94 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 9,046 | -11.45 | 677 | -2.45 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 3,290 | -1.50 | 0 | |||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 33,433 | -0.05 | 2,504 | 10.07 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 431,593 | -3.53 | 32 | 6.67 | ||||
| 2025-05-13 | 13F | BKD Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 6,480 | -3.67 | 485 | 6.13 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 43,499 | -76.31 | 3,258 | -73.92 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 65,165 | -0.68 | 4,880 | 9.37 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 11,804 | -1.08 | 1 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 56,239 | -2.51 | 4,212 | 7.34 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 14,360 | -3.32 | 1,075 | 6.44 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 5,780 | -2.48 | 433 | 7.20 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 59,797 | -0.86 | 4,478 | 9.19 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Ignite Planners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 237,450 | -20.11 | 17,783 | -12.03 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 2,953 | -21.15 | 221 | -12.99 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 23,238 | -1.60 | 1,740 | 8.34 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 26,335 | -0.87 | 1,791 | -5.59 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 9,674 | -19.84 | 725 | -11.71 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 30,240 | -3.60 | 2,265 | 1.07 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 3,596 | -1.72 | 269 | 8.47 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 16,205 | -75.21 | 1,214 | -72.72 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 21,484 | -16.34 | 1,609 | -7.85 | ||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 284,750 | -9.62 | 21,325 | -0.49 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 12,454 | -0.01 | 933 | 10.04 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 3,623 | -2.87 | 271 | 7.11 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,374,427 | -3.56 | 102,837 | 6.19 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 76,156 | -3.82 | 5,703 | 5.92 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 223,257 | -3.37 | 16,720 | 6.40 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 24,974 | -0.46 | 1,870 | 9.61 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4,405 | -1.32 | 330 | 8.58 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 54 | -78.74 | 4 | -77.78 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 20,534 | -0.39 | 1,538 | 9.71 | ||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 581,248 | -0.51 | 43,530 | 9.55 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 41,241 | -76.61 | 3,089 | -74.25 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 82,359 | -1.95 | 6,168 | 7.97 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 58,769 | -1.34 | 4,496 | 10.98 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 26,203 | -12.49 | 1,962 | -3.63 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 567 | -19.80 | 42 | -12.50 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 16,137 | -3.70 | 1,208 | 6.06 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 6,979 | -3.42 | 523 | 6.31 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 17,287 | -2.27 | 1,295 | 7.65 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 139,300 | -14.01 | 10,432 | -5.31 | ||||
| 2025-07-17 | 13F | KWB Wealth | 53,211 | -13.59 | 3,619 | -17.74 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 9,970 | -8.11 | 743 | 1.78 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 22 | -8.33 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 29,332 | -9.79 | 2,197 | -0.68 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 249,215 | -3.97 | 18,664 | 5.74 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 88,357 | -12.52 | 6,617 | -3.67 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 20,521 | -4.94 | 1,537 | 4.63 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 13,956 | -2.58 | 1,045 | 7.29 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 8,341 | -25.05 | 625 | -17.46 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 4,812 | -5.24 | 360 | 4.35 | ||||
| 2025-05-14 | 13F | Congress Wealth Management LLC / DE / | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 17,655 | -6.59 | 1,322 | 2.88 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 163,400 | -5.02 | 12,237 | 4.60 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 105,733 | -10.33 | 7,918 | -1.25 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 319,552 | -14.83 | 23,911 | -6.30 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 378,037 | -1.46 | 28,311 | 8.50 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2,879,644 | -4.69 | 215,657 | 4.95 | ||||
| 2025-07-30 | 13F | BCK Partners, Inc. | 5,039 | -7.20 | 377 | 2.17 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 55 | -35.29 | 4 | -20.00 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 341,551 | -5.38 | 25,579 | 6.80 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 349,454 | -0.51 | 26,171 | 9.55 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 20,067 | -0.26 | 1,503 | 9.80 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 5,590 | -0.99 | 419 | 8.85 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,736 | -11.26 | 355 | -2.75 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1,598,745 | -5.65 | 119,730 | 3.89 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,913 | -9.59 | 143 | 0.00 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 3,503 | -0.37 | 262 | 9.62 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Goodman Financial Corp | 5,336 | -4.12 | 400 | 5.56 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 19,064 | -0.84 | 1,428 | 9.18 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 7,833 | -1.38 | 587 | 8.52 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,321,692 | -10.47 | 98,982 | -1.41 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 17,137 | -1.66 | 1,283 | 8.27 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 3,931 | -2.36 | 294 | 7.69 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 20,894 | -0.22 | 1,565 | 9.83 | ||||
| 2025-07-15 | 13F | Brewster Financial Planning LLC | 3,821 | -2.77 | 286 | 7.12 | ||||
| 2025-07-23 | 13F | Broderick Brian C | 24,900 | -0.40 | 1,865 | 9.65 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 23,854 | -0.39 | 1,786 | 9.71 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 26,426 | -1.56 | 1,979 | 8.44 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 281,017 | -3.51 | 19,112 | -8.13 | ||||
| 2025-08-08 | 13F | Westwood Holdings Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 21,496 | -7.26 | 1,610 | 2.09 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 254,592 | -1.73 | 19,066 | 8.21 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 5,043 | -3.09 | 378 | 6.80 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 14,549 | -12.35 | 1,107 | -1.86 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 120,213 | -12.65 | 9,003 | -3.82 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 15,693 | -7.00 | 1,175 | 2.44 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 6,111 | -0.75 | 458 | 9.33 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 195,186 | -1.94 | 15 | 7.69 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 5,537 | -46.86 | 415 | -41.53 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 72,716 | -5.74 | 5,446 | 3.79 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 57,278 | -9.64 | 4,290 | -0.51 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 6,363 | -7.90 | 477 | 1.49 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 3,969 | -46.45 | 297 | -41.07 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 44,296 | -1.48 | 3,317 | 8.51 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 5,844 | -2.50 | 438 | 7.37 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 163,049 | -10.42 | 12,210 | 1.61 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 1,547,892 | -2.53 | 115,922 | 7.32 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 30,745 | -59.52 | 2,302 | -55.43 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 7,790 | -11.19 | 592 | -0.84 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 24,820 | -1.72 | 1,859 | 8.21 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 176,268 | -31.53 | 13,201 | -24.61 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 69,993 | -0.76 | 5,242 | 9.28 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,916,040 | -19.65 | 143,492 | -11.53 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 131,545 | -0.99 | 9,851 | 9.02 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | -100.00 | 0 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 9,397 | -10.38 | 704 | -1.40 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 49,962 | -52.31 | 3,742 | -47.49 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 4,865 | -7.37 | 364 | 1.96 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 198 | -13.91 | 15 | -12.50 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 52,683 | -8.67 | 3,945 | 0.59 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 19,556 | -0.21 | 1,465 | 9.91 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Spectrum Planning & Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 1,545 | -12.22 | 116 | -3.36 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 68,000 | -0.93 | 5,093 | 9.08 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 139 | -27.98 | 10 | -23.08 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 16,637 | -11.53 | 1,246 | -2.66 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 48,475 | -5.03 | 3,630 | 4.58 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 6,759 | -72.46 | 506 | -69.68 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 152,376 | -0.55 | 11,411 | 9.51 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 35,205 | -1.77 | 2,636 | 8.17 | ||||
| 2025-07-25 | 13F | Orca Investment Management, LLC | 29,101 | -20.60 | 2,179 | -12.56 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 27,259 | -0.34 | 2,041 | 9.73 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 30,545 | -37.79 | 2,287 | -31.51 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 4,823 | -11.05 | 361 | -1.90 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 16,965 | -24.26 | 1,271 | -16.61 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 22,205 | -21.16 | 1,663 | -13.21 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 9,934 | -9.18 | 744 | 0.00 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 139,740 | -18.59 | 10,465 | -10.35 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 59,892 | -32.87 | 4,485 | -26.08 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 405,132 | -14.37 | 30,340 | -5.71 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 8,534 | -14.69 | 639 | -6.03 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 6,407 | -37.24 | 480 | -30.98 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 340,738 | -12.03 | 25,518 | -3.14 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Freedom Day Solutions, LLC | 126,726 | -14.06 | 9,491 | -5.36 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 6,166 | -6.09 | 462 | 3.36 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 21,911 | -3.25 | 1,641 | 6.49 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 1,108,787 | -10.72 | 83,037 | -1.68 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 19,734 | -0.11 | 1,478 | 9.98 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 106,657 | -37.05 | 8 | -36.36 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 8,123,840 | -0.57 | 608,394 | 9.49 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5,748 | -0.62 | 430 | 9.41 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 4,595 | -21.65 | 344 | -13.57 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 433,504 | -1.08 | 32,465 | 8.93 | ||||
| 2025-05-08 | 13F | Wrapmanager Inc | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 30,717 | -9.89 | 2,089 | -7.69 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 42,875 | -24.93 | 3,211 | -17.35 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 291,570 | -22.28 | 21,836 | -14.42 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6,546 | -51.47 | 490 | -46.56 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 9,584 | -1.22 | 718 | 8.80 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 13,290 | -9.27 | 995 | -0.10 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5,111 | -3.58 | 383 | 6.11 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 11,809 | -0.65 | 884 | 9.41 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3,500 | -91.82 | 262 | -90.99 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 11,095 | -2.59 | 831 | 7.24 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 254,583 | -3.79 | 19,066 | 5.94 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 81,234 | -1.16 | 6,084 | 8.84 | ||||
| 2025-04-23 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 237,781 | -3.88 | 17,807 | 5.84 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 29,557 | -9.70 | 2,237 | 6.68 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 35,886 | -7.41 | 2,701 | 2.50 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 46,547 | -1.98 | 3,486 | 7.93 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 87,290 | -30.56 | 6,537 | -23.53 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 18,957 | -10.85 | 1 | 0.00 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 5,340 | -7.23 | 400 | 2.05 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 144,102 | -2.09 | 10,792 | 7.81 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 10,381 | -6.18 | 777 | 3.32 | ||||
| 2025-04-11 | 13F | Congress Asset Management Co /ma | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 192,720 | -3.55 | 14,745 | 7.79 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 13,538 | -0.21 | 1,014 | 9.87 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7,519 | -4.90 | 563 | 4.84 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 4,265 | -11.29 | 319 | -2.15 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 10,376 | -1.66 | 777 | 8.37 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Patten Group, Inc. | 6,649 | -9.39 | 498 | -0.40 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9,664 | -8.73 | 724 | 0.42 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4,323 | -21.68 | 324 | -13.87 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 627,866 | -0.33 | 47 | 11.90 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10,257 | -6.98 | 768 | 2.54 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 300 | -82.75 | 22 | -81.36 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 500 | -73.47 | 37 | -70.87 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 23,455 | -3.90 | 1,757 | 5.85 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 312,454 | -68.63 | 23,400 | -65.46 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 9,513 | -0.19 | 712 | 9.88 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 7,457 | -7.22 | 558 | 2.20 | ||||
| 2025-05-13 | 13F | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 60,298 | -1.03 | 5 | 0.00 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 5,982 | -10.88 | 448 | -1.97 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 31,050 | -2.06 | 2,325 | 7.84 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 31,434 | -4.12 | 2,354 | 5.61 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 14,314 | -9.99 | 1,072 | -0.93 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 84,183 | -6.59 | 6,304 | 2.87 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 20,049 | -0.21 | 1,501 | 3.45 | ||||
| 2025-05-12 | 13F | Meridian Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 35,357 | -2.95 | 2,648 | 6.86 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | SPC Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 16,878 | -0.59 | 1,264 | 9.45 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 67,545 | -14.57 | 5,058 | -5.93 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 4,500 | -4.26 | 337 | 5.64 | |||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 10,269 | -7.30 | 769 | 2.12 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 18,738 | -7.44 | 1,403 | 1.96 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 9 | -40.00 | 1 | -100.00 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 4,444 | -4.84 | 333 | 4.73 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Dagco, Inc. | 60,206 | -9.84 | 4,509 | -0.73 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 27,441 | -1.89 | 2,055 | 8.04 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 4,894 | -64.86 | 367 | -61.35 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 14,062 | -16.76 | 1,053 | -8.28 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 6,161 | -0.84 | 461 | 9.24 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 5,289 | -16.01 | 396 | -7.48 |
