Kepemilikan Institusional dan Dana - Penjual
Halaman ini menampilkan lembaga, dana, dan pemegang saham utama yang telah mengurangi kepemilikan atau menutup posisi mereka pada periode pelaporan terakhir. Baris berwarna merah menunjukkan posisi yang telah ditutup. Klik ikon tautan untuk melihat riwayat transaksi lengkap.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 67,036 | -3.73 | 4,180 | 1.95 | ||||
| 2025-07-21 | 13F | Cape Ann Savings Bank | 152,780 | -1.53 | 9,527 | 4.15 | ||||
| 2025-07-29 | 13F | Stableford Capital Ii Llc | 98,087 | -1.48 | 6,171 | -1.04 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 259,911 | -1.27 | 16,208 | 4.42 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 11,271 | -3.40 | 703 | 2.18 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 117,454 | -4.80 | 7 | 0.00 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 6,434 | -1.53 | 401 | 4.16 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 23,108 | -14.99 | 1,441 | -10.05 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 5,647 | -0.91 | 352 | 4.76 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 59,151 | -5.90 | 3,687 | 0.49 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 84,302 | -5.43 | 5,257 | 0.04 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 172,220 | -27.77 | 10,679 | -24.03 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 6,608 | -15.49 | 412 | -10.63 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 6,033 | -0.82 | 0 | |||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 14,463 | -30.78 | 902 | -26.81 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 9,489 | -22.82 | 592 | -18.37 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 88,813 | -12.04 | 5,538 | -6.97 | ||||
| 2025-07-09 | 13F | Southern Style Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 19,739 | -20.71 | 1,231 | -16.16 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Omnia Family Wealth, LLC | 129,410 | -5.36 | 8,070 | 0.10 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 25,454 | -26.94 | 1,587 | -22.74 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 931,595 | -3.67 | 58,094 | 1.89 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 51,322 | -5.92 | 2,701 | -0.26 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 94,851 | -6.90 | 5,968 | -0.63 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 105,767 | -5.39 | 6,596 | 0.06 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 473,763 | -0.29 | 29,544 | 5.46 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,067,022 | -10.90 | 67 | -5.71 | ||||
| 2025-08-06 | 13F | Simmons Bank | 20,506 | -8.37 | 1,279 | -3.11 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 12,425 | -0.12 | 775 | 5.59 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 35,801 | -0.49 | 2,233 | 5.23 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 89,535 | -1.92 | 5,583 | 3.73 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | First Manhattan Co | 14,100 | -14.31 | 879 | -9.38 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 203,565 | -0.51 | 12,808 | 6.18 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 68,226 | -14.82 | 4,310 | -8.75 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 3,435 | -2.33 | 214 | 3.38 | ||||
| 2025-04-11 | 13F | Procyon Private Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | First Foundation Advisors | 353,713 | -4.79 | 22,058 | 0.70 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 23,501,143 | -1.19 | 1,465,531 | 4.51 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 85,503 | -2.87 | 5,332 | 2.72 | ||||
| 2025-08-12 | 13F | Boston Research & Management Inc | 49,863 | -0.56 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 293,064 | -1.13 | 18,275 | 4.57 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1,418 | -13.59 | 88 | -8.33 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 761 | -33.01 | 45 | -21.43 | ||||
| 2025-04-15 | 13F | Franklin Street Advisors Inc /nc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 432,168 | -5.99 | 26,950 | -0.57 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 52,095 | -10.45 | 3,249 | -5.28 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 291,351 | -6.01 | 18,169 | -0.60 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 5,778 | -96.86 | 360 | -96.68 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 4,839 | -15.61 | 308 | -15.19 | ||||
| 2025-08-14 | 13F | Port Capital LLC | 20,850 | -2.34 | 1,300 | 3.26 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 199,582 | -56.90 | 12,450 | -54.40 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 355,094 | -2.64 | 22,144 | 2.97 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1,408,714 | -0.70 | 88,316 | 5.59 | ||||
| 2025-08-12 | 13F | Camden National Bank | 93,711 | -0.61 | 5,844 | 5.13 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 21,897 | -17.67 | 1,365 | -12.95 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 15,410 | -12.84 | 961 | -7.87 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,465,571 | -11.02 | 91,393 | -5.89 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 7,432 | -63.29 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 209,523 | -11.41 | 13,066 | -6.30 | ||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 3,375 | -4.31 | 210 | 1.45 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 9,919 | -9.43 | 619 | -4.19 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 62,068 | -13.38 | 3,871 | -8.38 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5,347,213 | -0.90 | 333,452 | 4.82 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | JP Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 14,438 | -26.90 | 900 | -22.68 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 2,723 | -23.47 | 174 | -16.75 | ||||
| 2025-07-21 | 13F | Cromwell Holdings LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 121,621 | -19.01 | 7,584 | -14.34 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 333,247 | -5.56 | 20,781 | -0.12 | ||||
| 2025-07-31 | 13F | Mader & Shannon Wealth Management, Inc. | 399,009 | -23.38 | 24,882 | -18.96 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 25,530 | -0.32 | 1,592 | 5.43 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3,433,629 | -3.17 | 214,121 | 2.41 | ||||
| 2025-08-11 | 13F | Battery Global Advisors, LLC | 108,116 | -5.01 | 6,742 | 0.48 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 7,032,527 | -9.24 | 438,548 | -4.01 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 27,173 | -2.74 | 1,695 | 2.85 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 174,204 | -27.41 | 10,863 | -23.23 | ||||
| 2025-05-08 | 13F | Tandem Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Ewa, Llc | 37,161 | -7.35 | 2,317 | -1.99 | ||||
| 2025-07-21 | 13F | Impact Investors, Inc | 158,287 | -1.18 | 9,871 | 4.52 | ||||
| 2025-08-12 | 13F | Private Harbour Investment Management & Counsel, LLC | 197,409 | -1.03 | 12,310 | 4.68 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1,013,335 | -26.30 | 63 | -22.22 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 151,690 | -3.59 | 9,459 | 1.97 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 211,142 | -1.22 | 13,167 | 4.47 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 171,985 | -8.96 | 10,725 | -3.72 | ||||
| 2025-08-14 | 13F | Fmr Llc | 25,423,723 | -2.67 | 1,585,423 | 2.94 | ||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 200,457 | -32.06 | 12,500 | -28.14 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 28,732 | -9.51 | 1,792 | -2.93 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 3,538 | -7.50 | 221 | -2.22 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 2,216 | -3.61 | 138 | 2.22 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 10,983 | -0.26 | 685 | 5.39 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 2,763 | -60.90 | 172 | -58.65 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 10,042 | -2.04 | 626 | 3.64 | ||||
| 2025-08-13 | 13F | Pictet Asset Management Holding SA | 216,080 | -6.66 | 13,321 | -1.01 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 31,290 | -18.00 | 1,951 | -13.25 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 214,692 | -1.01 | 13,388 | 4.71 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 36,920 | -5.84 | 2,302 | -0.39 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 29,023 | -12.22 | 1,810 | -7.18 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 206,701 | -0.48 | 12,890 | 5.25 | ||||
| 2025-08-13 | 13F | West Family Investments, Inc. | 455,804 | -7.18 | 28,562 | -1.79 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 124 | -51.18 | 8 | -50.00 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 59,257 | -5.06 | 3,695 | 0.41 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 92,392 | -3.61 | 5,762 | 1.95 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 24,642 | -10.13 | 1,537 | -4.95 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 21,383 | -6.12 | 1,333 | -0.67 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 47,522 | -8.88 | 2,959 | -9.43 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 24,865 | -4.47 | 1,551 | 1.04 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 946,228 | -2.20 | 59,007 | 3.44 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 121,215 | -21.82 | 7,559 | -17.32 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Regency Capital Management Inc.\DE | 171,052 | -4.52 | 10,667 | 0.98 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 186,499 | -50.34 | 11,630 | -47.47 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 155,173 | -2.83 | 9,677 | 2.77 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6,264 | -1.71 | 0 | |||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Avondale Wealth Management | 1,349 | -16.11 | 84 | -10.64 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 24,302 | -10.15 | 1,515 | -4.96 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 39,051 | -5.66 | 2,435 | -0.20 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 309,964 | -1.38 | 19,329 | 4.31 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 50,956 | -0.83 | 3,178 | 4.89 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 6,151 | -1.90 | 384 | 3.79 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 85,794 | -7.54 | 5 | 0.00 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 198,945 | -19.56 | 12,406 | -14.92 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Mackay Shields Llc | 555,000 | -15.91 | 34,610 | -11.06 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 2,531 | -5.81 | 158 | -0.63 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 46,885 | -0.91 | 2,924 | 4.80 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 115,473 | -25.90 | 7,201 | -21.63 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 4,111 | -4.66 | 256 | 0.79 | ||||
| 2025-04-25 | 13F | Journey Beyond Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 87,598 | -8.17 | 5,463 | -2.88 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 9,349 | -7.07 | 583 | -1.69 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 30,343,364 | -3.18 | 1,892,212 | 2.41 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 67,180 | -32.63 | 4,187 | -28.73 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 20,999 | -3.46 | 1,309 | 2.11 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 608,173 | -2.18 | 37,926 | 3.46 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 736 | -4.29 | 46 | 0.00 | ||||
| 2025-07-17 | 13F | Sfm, Llc | 5,037 | -32.08 | 314 | -28.15 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 89,476 | -44.04 | 5,580 | -40.83 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 14,226 | -0.70 | 887 | 5.09 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 8,466 | -3.42 | 528 | 2.13 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 119,713 | -0.38 | 7,465 | 5.36 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 17,311 | -1.18 | 1,080 | 4.55 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 16,151 | -4.67 | 1,007 | -1.85 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 13,781 | -4.88 | 859 | 0.59 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 91,693 | -7.50 | 6 | 0.00 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 21,065 | -15.47 | 1,334 | -9.26 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 51,592 | -12.25 | 3 | 0.00 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 57,252 | -5.58 | 3,570 | -0.14 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 114,728 | -0.84 | 7,219 | 4.31 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 18,089 | -2.99 | 1,128 | 2.64 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 7,303 | -3.30 | 455 | 2.25 | ||||
| 2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 435,495 | -2.36 | 27,157 | 3.27 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 41 | -16.33 | 3 | 0.00 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-14 | 13F | S.A. Mason LLC | 17,411 | -36.42 | 1,086 | -32.78 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 38,619 | -0.04 | 2,408 | 5.75 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 82,699 | -42.32 | 5 | -28.57 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 33,064 | -54.12 | 2,062 | -51.48 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 6,945 | -86.31 | 433 | -85.52 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 36,005 | -37.81 | 2,245 | -34.22 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 1,852,147 | -7.48 | 115,500 | -2.15 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 12,413 | -7.71 | 774 | -2.40 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 7,431 | -13.57 | 469 | -15.68 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 306,636 | -5.51 | 19,122 | -0.06 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 3,485 | -5.99 | 217 | -0.46 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 17,535 | -29.41 | 1,093 | -25.34 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 6,065 | -0.38 | 378 | 5.59 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 30,178 | -38.26 | 1,882 | -34.71 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1,349,165 | -26.68 | 84,134 | -22.45 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 47,729 | -8.31 | 2,976 | -3.03 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 274,775 | -1.78 | 17,135 | 3.88 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 15,224 | -0.78 | 949 | 4.98 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 4,370 | -3.64 | 273 | 1.87 | ||||
| 2025-07-16 | 13F | First American Bank | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 367,033 | -3.50 | 23,070 | 3.42 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 132,434 | -21.56 | 8,259 | -17.04 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 52,335 | -1.08 | 3,264 | 4.62 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 20,052 | -75.00 | 1,261 | -73.36 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 298,243 | -1.71 | 18,598 | 3.96 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 1,221,726 | -2.36 | 76,187 | 3.27 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 53,112 | -0.61 | 3,312 | 5.14 | ||||
| 2025-05-09 | 13F | Westwood Holdings Group Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1,230,136 | -6.02 | 76,711 | -0.60 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 2,559 | -4.12 | 160 | 1.27 | ||||
| 2025-08-14 | 13F | UBS Group AG | 8,586,566 | -4.17 | 535,458 | 1.35 | ||||
| 2025-05-13 | 13F | Fca Corp /tx | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Access Investment Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 297,890 | -11.44 | 18,728 | -5.56 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 23,075 | -4.81 | 1,439 | 0.63 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 4,264 | -27.79 | 266 | -23.85 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 668,222 | -2.80 | 41,670 | 2.81 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 21,699 | -10.56 | 1,353 | -5.38 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 95,786 | -0.78 | 5,973 | 4.96 | ||||
| 2025-04-30 | 13F | OMNI 360 Wealth, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 7,628 | -0.68 | 476 | 5.09 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1,602 | -33.77 | 100 | -30.28 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 53,095 | -4.75 | 3,311 | 0.76 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 7,459 | -2.69 | 465 | 3.10 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 13,896,829 | -20.93 | 866,595 | -16.37 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 10,670 | -1.27 | 1 | |||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 5,774 | -17.28 | 369 | -10.22 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 4,626 | -34.33 | 0 | |||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 2,218,582 | -3.20 | 138,351 | 4.00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 11,860 | -38.73 | 1 | -100.00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 1,521,190 | -0.31 | 94,862 | 5.43 | ||||
| 2025-05-15 | 13F | Benchmark Investment Advisors LLC | 7,355 | -2.52 | 434 | 16.09 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 209,046 | -6.32 | 13,036 | -0.91 | ||||
| 2025-07-02 | 13F | Doliver Advisors, Lp | 13,875 | -19.68 | 865 | -15.03 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 630,243 | -12.94 | 39,296 | -7.89 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 8,141 | -0.50 | 508 | 5.19 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 9,146 | -7.60 | 570 | -2.23 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 8,923 | -1.04 | 556 | 4.71 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1,129,678 | -8.33 | 70,447 | -3.04 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 73,476 | -9.96 | 4,582 | -4.78 | ||||
| 2025-08-08 | 13F | Parker Investment Management, LLC | 102,881 | -84.83 | 6,416 | -83.96 | ||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 4,936 | -3.14 | 308 | 2.33 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 376,563 | -0.46 | 23,482 | 5.28 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 13,534 | -2.51 | 844 | 3.06 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 112,359 | -19.42 | 7,007 | -14.78 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | VPR Management LLC | 422,930 | -18.74 | 26,374 | -14.06 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 287,906 | -3.06 | 17,954 | 2.53 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 85,535 | -1.14 | 5,334 | 4.57 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 6,231 | -1.22 | 389 | 4.58 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 72,997 | -52.51 | 4,592 | -52.08 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 834 | -27.16 | 52 | -22.39 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 128,846 | -3.39 | 8,035 | 2.17 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 3,451 | -0.29 | 215 | 5.39 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 107,528 | -1.85 | 6,705 | -5.20 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 119,913 | -2.74 | 7,539 | -5.33 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 3,486 | -55.03 | 217 | -52.52 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 6,252 | -12.29 | 390 | -7.38 | ||||
| 2025-05-07 | 13F | Wealth Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 111,049 | -0.79 | 6,925 | 4.94 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 20,640 | -8.03 | 1,287 | -2.72 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 60,633 | -6.19 | 4,225 | 10.87 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 368 | -31.73 | 23 | -29.03 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 30,332 | -60.45 | 1,891 | -58.18 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 27,808 | -9.72 | 1,734 | -4.52 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 53,738 | -3.66 | 3,351 | 1.92 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 2,387 | -12.88 | 149 | -8.07 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2,922 | -9.09 | 182 | -3.70 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 53,205 | -0.05 | 3,318 | 5.70 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 17,042 | -3.94 | 1,063 | 1.53 | ||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 250,569 | -6.72 | 15,625 | -1.34 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 7,888 | -9.51 | 492 | -4.29 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 196,444 | -0.64 | 12,250 | 5.09 | ||||
| 2025-07-31 | 13F | United Community Bank | 49,166 | -11.96 | 3,066 | -6.90 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 25,156 | -1.12 | 2 | 0.00 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 122,316 | -2.58 | 8 | 0.00 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 305,491 | -1.39 | 19,050 | 4.30 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 283,060 | -29.80 | 17,652 | -25.75 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 1,131,829 | -6.09 | 70,581 | -0.68 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 35,269 | -0.70 | 2,199 | 5.01 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 7,084 | -11.99 | 442 | -6.96 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 80,222 | -51.03 | 5,003 | -38.32 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 42,586 | -34.25 | 2,656 | -30.46 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 880,573 | -9.32 | 54,920 | -4.09 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 361,432 | -1.72 | 22,539 | 3.95 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 45,374 | -1.68 | 2,830 | 4.01 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 292,677 | -0.39 | 18 | 5.88 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 22,627 | -0.44 | 1,411 | 5.38 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 3,912 | -21.24 | 244 | -16.78 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 7,423 | -28.75 | 463 | -24.76 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 83,505 | -3.73 | 5,207 | 1.82 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 20,842 | -35.32 | 1,300 | -31.60 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 3,480 | -15.20 | 217 | -10.37 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 14,837 | -13.58 | 925 | -8.60 | ||||
| 2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 371,971 | -6.71 | 23,404 | -0.44 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 6,029,717 | -54.65 | 376,013 | -52.03 | ||||
| 2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | NFP Retirement, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Alerus Financial Na | 12 | -99.78 | 1 | -100.00 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 17,609 | -17.96 | 1,111 | -15.00 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 627,414 | -25.70 | 39,126 | -21.41 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 167,212 | -3.93 | 10,427 | 1.61 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 59,614 | -0.27 | 3,718 | 5.48 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 10,433 | -10.88 | 651 | -5.80 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 9,465 | -15.10 | 590 | -10.20 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 14,403 | -1.46 | 898 | 4.30 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 4,576 | -9.03 | 288 | -3.04 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 10,900,901 | -2.52 | 679,780 | 3.10 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 37,259 | -3.76 | 2,323 | 1.80 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 96,379 | -1.13 | 6,010 | 4.58 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 322,102 | -8.01 | 20,086 | -2.70 | ||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 156,174 | -28.59 | 9,739 | -24.47 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 16,082 | -5.85 | 948 | 12.19 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 13,586 | -3.14 | 1 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 14,536 | -0.35 | 906 | 5.35 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 26,547 | -8.01 | 1,655 | -2.70 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 438 | -11.69 | 28 | -6.90 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 7,846 | -16.69 | 489 | -11.89 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 13,319 | -12.29 | 831 | -7.26 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 340,284 | -0.60 | 21,220 | 5.14 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 14,534 | -0.70 | 906 | 5.10 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 4,037 | -0.64 | 252 | 5.02 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 24,718 | -13.41 | 1,541 | -8.44 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 86,883 | -1.61 | 5,418 | 4.07 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 122,188 | -10.29 | 7,620 | -5.12 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 14,801 | -7.93 | 923 | -2.64 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 1,686,108 | -8.61 | 105,146 | -3.34 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 357,680 | -0.55 | 22,305 | 5.18 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 15,762,197 | -12.14 | 982,931 | -7.07 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 20,530 | -27.36 | 1,280 | -23.17 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 41 | -12.77 | 3 | 0.00 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 685,552 | -13.86 | 42,751 | -8.90 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 150,287 | -19.14 | 9,372 | -14.48 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 4,497 | -26.98 | 280 | -22.87 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 27,990 | -8.67 | 1,745 | -3.38 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 74,885 | -11.95 | 4,670 | -6.88 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 359,245 | -2.09 | 22,403 | 3.55 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 4,039 | -3.56 | 252 | 2.03 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 74,774 | -23.56 | 4,663 | -19.16 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ascent Group, LLC | 243,055 | -5.19 | 15,157 | 0.27 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 3,303 | -78.03 | 206 | -76.86 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 95,579 | -32.49 | 5,960 | -28.60 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 129,145 | -0.65 | 8,053 | 5.08 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1,124,241 | -32.41 | 70,108 | -28.51 | ||||
| 2025-07-23 | 13F | DMG Group, LLC | 17,633 | -49.37 | 1,100 | -46.47 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 7,967 | -3.24 | 497 | 2.27 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1,236,715 | -0.19 | 77,122 | 5.56 | ||||
| 2025-04-16 | 13F | Wealth Enhancement Advisory Services, Llc | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | HAP Trading, LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 189,274 | -7.99 | 11,803 | -13.89 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 3,448 | -12.20 | 215 | -6.93 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 319,287 | -0.39 | 19,911 | 5.36 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 21,763 | -12.49 | 1,342 | -7.20 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2,367 | -90.47 | 148 | -88.04 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 46,118 | -5.93 | 2,876 | -0.52 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 114,651 | -18.87 | 7,150 | -14.20 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 5,913 | -45.20 | 369 | -42.14 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 279,688 | -8.01 | 17,441 | -2.70 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2,413,902 | -0.85 | 150,528 | 4.87 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 17,858 | -2.78 | 1,114 | 2.87 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2,806 | -3.17 | 175 | 2.35 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 9,409 | -1.08 | 587 | 4.64 | ||||
| 2025-08-25 | NP | VEGA - AdvisorShares STAR Global Buy-Write ETF | 20,861 | -11.06 | 1,301 | -5.93 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 69,800 | -2.73 | 4,353 | 2.88 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 355,627 | -18.44 | 22,177 | -13.74 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 61,176 | -22.23 | 3,815 | -17.77 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 529,102 | -2.91 | 32,995 | 2.69 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 13,985 | -36.48 | 872 | -32.82 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 4,534 | -13.27 | 283 | -8.44 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 11,125 | -1.33 | 694 | 4.37 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 24,597 | -18.70 | 1,534 | -14.02 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 6,459 | -5.96 | 403 | -0.50 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 15,578 | -63.03 | 971 | -60.91 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 133,809 | -15.25 | 8,344 | -10.36 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 505,641 | -4.32 | 31,532 | 1.19 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 59,981 | -1.18 | 3,740 | 4.53 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 40,550 | -18.16 | 2,529 | -13.45 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 120,936 | -2.10 | 7,542 | 3.54 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Roundview Capital LLC | 31,783 | -0.08 | 1,982 | 5.65 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 21,445 | -28.73 | 1,337 | -24.59 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 21,835 | -70.31 | 1 | -75.00 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 4,589 | -12.49 | 286 | -7.44 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 6,933 | -0.27 | 432 | 5.62 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 9,049 | -0.14 | 564 | 5.62 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 6,358 | -20.76 | 396 | -16.28 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 13,464 | -79.54 | 1 | -100.00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 27,459 | -12.95 | 1,707 | -13.62 | ||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Aries Wealth Management | 6,765 | -1.24 | 422 | 4.47 | ||||
| 2025-07-21 | NP | TTIFX - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares | 37,098 | -81.46 | 2,306 | -78.61 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 702,089 | -2.42 | 43,782 | 3.21 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4,689 | -32.87 | 292 | -28.95 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 29,269 | -1.42 | 1,825 | 4.29 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 12,485 | -1.70 | 779 | 4.01 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 129,987 | -0.48 | 8,106 | 5.26 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 45,700 | -0.81 | 2,850 | 4.90 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 131,680 | -0.75 | 8,212 | 4.97 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 83,524 | -2.94 | 5,209 | 2.66 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 66,483 | -1.22 | 4,146 | 4.46 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 1,155,471 | -9.18 | 72,055 | -3.94 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 76,872 | -51.02 | 4,767 | -48.49 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 72,856 | -13.81 | 4,543 | -8.83 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 4,844 | -4.76 | 302 | 1.00 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 35,366 | -0.14 | 2,205 | 5.60 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 43,954 | -5.88 | 2,741 | -0.47 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 68,602 | -5.60 | 4,278 | -0.14 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 4,113 | -8.60 | 256 | -3.40 | ||||
| 2025-05-15 | 13F | Activest Wealth Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 76,911 | -31.71 | 4,796 | -27.77 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 13,004 | -16.12 | 811 | -11.38 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 193,151 | -0.63 | 12,045 | 5.10 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 20,028 | -68.41 | 1,249 | -66.61 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 187,590 | -0.19 | 11,698 | 5.57 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 196,862 | -0.42 | 12,276 | 5.33 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 39,341 | -66.02 | 2,453 | -64.06 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Packer & Co Ltd | 2,350,100 | -34.45 | 139 | -22.03 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 49,549 | -1.60 | 3,090 | 4.08 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 67,945 | -2.99 | 4,272 | 8.70 | ||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 6,577 | -1.50 | 410 | 4.33 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 49,454 | -1.79 | 3,087 | 4.01 | ||||
| 2025-08-12 | 13F | Graham Capital Wealth Management, Llc | 12,432 | -74.22 | 775 | -72.74 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 721,382 | -14.86 | 44,985 | -8.66 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 25,119 | -7.22 | 1,566 | -1.88 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 68,106 | -1.72 | 4,247 | 3.97 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4,100 | -11.94 | 256 | -6.93 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 88,807 | -0.11 | 5,538 | 48.31 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 6,581 | -79.98 | 410 | -78.71 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 22,200 | -4.10 | 1,384 | 1.54 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 11,083 | -37.73 | 1 | -100.00 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 45,810 | -3.17 | 2,857 | 2.40 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 25,754 | -15.34 | 1,597 | -10.99 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 20,095 | -1.97 | 1,253 | 3.73 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 6,592 | -37.78 | 411 | -34.13 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 83,957 | -28.40 | 5,236 | -24.27 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 16,178 | -1.17 | 1,009 | 4.46 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 9,744 | -16.45 | 608 | -11.64 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 5,456 | -5.54 | 340 | 0.00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,286 | -1.76 | 80 | 3.90 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 1,555,296 | -24.81 | 96,988 | -20.48 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 42,723 | -7.22 | 2,664 | -1.84 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 9,578 | -0.73 | 597 | 5.11 | ||||
| 2025-08-07 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22,070 | -7.87 | 1,376 | -2.55 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 8,110 | -11.07 | 506 | -5.96 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 324,580 | -16.94 | 20,241 | -12.15 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 17,265 | -2.11 | 1,077 | 3.56 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 6,475 | -84.11 | 404 | -83.22 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 11,300 | -3.42 | 705 | 2.18 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 115,834 | -9.45 | 7,223 | -4.22 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 135,680 | -5.81 | 8,461 | 3.91 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 63,780 | -1.54 | 3,977 | 4.14 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 152,691 | -3.84 | 9,522 | 21.12 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 3,348 | -2.33 | 209 | 2.97 | ||||
| 2025-05-15 | 13F | Fft Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 33,934 | -28.08 | 2,116 | -23.91 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 351 | -36.64 | 22 | -34.37 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 103,889 | -10.06 | 6,479 | -4.88 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 41,334 | -11.90 | 2,578 | -6.83 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 8,729 | -0.46 | 544 | 5.22 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 32,136 | -4.96 | 2,004 | 0.55 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50,320 | -1.30 | 3,138 | 4.39 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 4,538 | -9.94 | 283 | -5.05 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 7,534 | -7.76 | 471 | -2.08 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 12,693 | -25.11 | 792 | -20.82 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 16,700 | -0.44 | 1,041 | 5.36 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 161,208 | -1.74 | 10,053 | 3.92 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 361,300 | -5.25 | 22,531 | 0.22 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 1,876 | -31.03 | 117 | -27.50 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 55,709 | -4.48 | 3,474 | 1.05 | ||||
| 2025-06-26 | NP | FAPWX - Fidelity Risk Parity Fund Fidelity Advisor Risk Parity Fund: Class M | 221 | -48.00 | 14 | -40.91 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 47,554 | -0.89 | 2,965 | 4.81 | ||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F/A | Pitcairn Co | 5,500 | -18.45 | 343 | -13.85 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 4,554 | -33.47 | 284 | -29.78 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 15,992 | -3.03 | 997 | 2.57 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 15,548 | -53.51 | 970 | -50.84 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 18,568 | -10.68 | 1,158 | -5.55 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 10,986 | -0.06 | 685 | 5.71 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 8,092 | -4.36 | 505 | 1.20 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 10,059 | -24.70 | 630 | -19.95 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 197,060 | -3.42 | 12,289 | 2.15 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 45,585 | -0.11 | 2,843 | 5.65 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 184,085 | -6.70 | 11,480 | -1.32 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 11,904 | -21.11 | 742 | -16.54 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 331,454 | -2.61 | 20,669 | 3.01 | ||||
| 2025-08-05 | 13F | Inlet Private Wealth, LLC | 38,872 | -0.36 | 2,424 | 5.39 | ||||
| 2025-07-18 | 13F | Forbes J M & Co Llp | 1,167,641 | -19.33 | 72,814 | -14.68 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 252,446 | -4.05 | 15,743 | -1.24 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 178 | -73.15 | 11 | -71.79 | ||||
| 2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 5,046 | -0.06 | 315 | 5.72 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 177,005 | -41.16 | 11,038 | -37.76 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 16,169 | -62.90 | 1,008 | -60.76 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 29,353 | -17.10 | 1,830 | -12.31 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 12,021 | -3.65 | 750 | 1.90 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 252,262 | -32.47 | 12,489 | -43.29 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 60,826 | -41.00 | 3,793 | -37.59 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 69,000 | -8.37 | 4,303 | -3.09 | |||
| 2025-06-26 | NP | TGPNX - TCW Conservative Allocation Fund Class N Shares | 4,395 | -30.40 | 273 | -18.02 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3,059,854 | -6.27 | 190,814 | -0.86 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 3,751 | -12.32 | 234 | -7.54 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 49,585 | -7.29 | 3,092 | -1.93 | ||||
| 2025-08-13 | 13F | Mizuho Bank, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 4,081 | -1.19 | 254 | 4.53 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 7,879 | -13.82 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 10,196 | -1.55 | 636 | 4.10 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 7,694 | -7.58 | 454 | 9.95 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 8,677 | -3.28 | 541 | 2.46 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 2,565 | -28.05 | 160 | -24.29 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 461,859 | -2.54 | 28,802 | 3.09 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 58,102 | -8.67 | 3,623 | -3.39 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,552,621 | -3.74 | 159,181 | 6.60 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 279,466 | -0.02 | 17,428 | 5.75 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 16,751 | -49.74 | 1,047 | -49.59 | ||||
| 2025-07-29 | NP | MAMB - Monarch Ambassador Income ETF | 128,896 | -8.85 | 8,012 | 5.17 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 121,536 | -8.12 | 7,579 | -2.82 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 118,490 | -14.37 | 7,389 | -9.43 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 1,714 | -82.05 | 0 | |||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 117,136 | -6.26 | 7,305 | -0.86 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 1,078,700 | -35.64 | 67,268 | -31.93 | |||
| 2025-07-24 | 13F | Verger Capital Management LLC | 236,184 | -2.79 | 14,728 | 2.82 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 5,392 | -13.40 | 336 | -8.45 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 18,933 | -23.48 | 1,181 | -19.07 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 4,510 | -0.20 | 281 | 5.64 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 175 | -76.67 | 11 | -77.27 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 113,018 | -3.58 | 7 | 16.67 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 973 | -26.18 | 62 | -24.69 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 26,342 | -32.44 | 1,643 | -28.55 | ||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 31,419 | -22.65 | 1,959 | -18.20 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 12,381 | -0.42 | 772 | 5.32 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 10,087 | -22.81 | 629 | -18.31 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 25,216 | -1.56 | 1,572 | 4.11 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 4,813 | -0.21 | 300 | 5.63 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 13 | -96.12 | 1 | -100.00 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 88,680 | -3.45 | 5,530 | 2.12 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Gunderson Capital Management Inc. | 62,869 | -2.09 | 3,921 | 3.57 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 101,487 | -35.12 | 6,329 | -31.26 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 4,748 | -5.00 | 296 | 0.68 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 67 | -50.00 | 4 | -42.86 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 151,425 | -5.39 | 9,443 | 0.06 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 4,144 | -14.06 | 258 | -9.15 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 5,112 | -5.40 | 319 | 0.00 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 3,788 | -0.53 | 236 | 5.36 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 297,907 | -0.45 | 18,577 | 5.29 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 208,151 | -5.06 | 13 | 0.00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 56,771 | -2.13 | 3,540 | 3.51 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 375,226 | -14.29 | 23,399 | -9.34 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 7,307 | -7.59 | 456 | -2.36 | ||||
| 2025-05-06 | 13F | Carnegie Capital Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 527,334 | -1.10 | 32,885 | 4.61 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 11,968 | -9.11 | 746 | -3.87 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 249,523 | -2.94 | 15,560 | 2.66 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 75,696 | -2.31 | 4,838 | 5.89 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 67,853 | -1.21 | 4,231 | 4.49 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 102,561 | -2.84 | 6,396 | 2.76 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 31,836 | -1.37 | 1,985 | 4.31 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 128,262 | -37.81 | 7,998 | -34.22 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 7,522 | -2.97 | 469 | 2.85 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 2,076 | -6.95 | 129 | -1.53 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 67,576 | -21.65 | 4,214 | -17.13 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 4,993 | -6.79 | 311 | -1.27 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 6,745 | -21.53 | 421 | -17.00 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 59,470 | -21.78 | 3,709 | -17.27 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 10,212 | -33.31 | 637 | -29.49 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 64,919 | -48.53 | 4,048 | -45.57 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 8,058 | -0.09 | 502 | 5.68 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 114,500 | -33.74 | 7,140 | -29.92 | |||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 35,083 | -0.01 | 2,188 | 5.75 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 62,463 | -8.66 | 3,895 | -3.37 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 42,268 | -43.71 | 2,636 | -40.48 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1,178,602 | -7.98 | 73,498 | -2.67 | ||||
| 2025-08-18 | 13F | Ashford Capital Management Inc | 4,138 | -37.31 | 258 | -33.68 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 5,597 | -4.80 | 349 | 4.18 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 236 | -30.59 | 15 | -30.00 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 99,940 | -47.20 | 6,232 | -44.15 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 37,607 | -4.33 | 2,345 | 1.21 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 219,061 | -8.36 | 13,661 | -3.08 | ||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 161,217 | -8.54 | 10,053 | -3.27 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 30,067 | -1.38 | 1,875 | 4.28 | ||||
| 2025-07-22 | 13F | FFG Partners, LLC | 18,413 | -36.19 | 1,148 | -32.51 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 121,484 | -6.73 | 7,576 | -1.35 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 9,125 | -7.00 | 1 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 49,779 | -38.94 | 3,104 | -35.41 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 44,743 | -13.84 | 2,790 | -8.85 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 38,931 | -9.22 | 2,428 | -4.00 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 1,883,544 | -17.85 | 117,458 | -13.12 | ||||
| 2025-07-29 | 13F | Koa Wealth Management, LLC | 6,847 | -11.62 | 427 | -6.58 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 7,769 | -4.43 | 484 | 1.04 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 20,176 | -3.74 | 1,253 | 1.46 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 42,252 | -1.31 | 2,635 | 4.36 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 88,965 | -16.74 | 6 | -16.67 | ||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 8,029 | -35.11 | 501 | |||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 401,181 | -20.67 | 25 | -13.79 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 82,459 | -5.17 | 5,142 | 0.31 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 16,583 | -0.50 | 1,034 | 5.30 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 75,950 | -8.64 | 4,736 | 15.09 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 8,163 | -4.11 | 509 | 1.60 | ||||
| 2025-08-01 | 13F | Signet Investment Advisory Group, Inc. | 176,504 | -25.99 | 11,007 | -21.73 | ||||
| 2025-07-08 | 13F | D. Scott Neal, Inc. | 73,349 | -0.56 | 4,574 | 5.17 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 14,178 | -20.27 | 884 | -15.65 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 9,717 | -9.92 | 606 | -4.87 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 6,356 | -40.47 | 396 | -37.04 | ||||
| 2025-08-05 | 13F | Allstate Corp | 30,555 | -16.86 | 1,905 | -12.05 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 30,425 | -2.30 | 1,897 | 3.27 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 8,323 | -0.79 | 1 | |||||
| 2025-08-08 | 13F | Wealth Alliance | 125,458 | -12.19 | 7,824 | -7.13 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Louisbourg Investments Inc. | 150 | -25.00 | 9 | -18.18 | ||||
| 2025-06-24 | NP | MHCAX - MainStay MacKay High Yield Corporate Bond Fund Class A | 570,000 | -13.64 | 35,437 | 1.55 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 71,850 | -8.98 | 4,480 | -3.74 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 7,184 | -17.95 | 448 | -13.20 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 4,104 | -2.38 | 256 | 3.24 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1,061 | -98.88 | 66 | -98.82 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 5,954 | -12.39 | 371 | 30.18 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 25,256 | -1.15 | 1,575 | 4.52 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 17,930 | -3.13 | 1,057 | 15.39 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 55,667 | -14.79 | 3,471 | -9.87 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 20,747 | -17.78 | 1,294 | -13.05 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 6,150 | -9.08 | 384 | -3.77 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 170,724 | -4.63 | 10,646 | 0.87 | ||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 162,108 | -26.45 | 10,198 | -28.36 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,442,830 | -7.58 | 89,975 | -2.26 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 27,315 | -71.81 | 1,703 | -70.19 | ||||
| 2025-07-11 | 13F | Addis & Hill, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 21,357 | -4.10 | 1,332 | 8.12 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 924,226 | -2.46 | 58,152 | 4.11 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 201,779 | -8.02 | 12,583 | -2.72 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3,847,359 | -0.06 | 240 | 5.75 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 6,000 | -21.84 | 374 | -17.26 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 4,632 | -16.24 | 289 | -11.66 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 22,682 | -15.79 | 1,414 | -10.96 | ||||
| 2025-05-05 | 13F | Miller Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 108,216 | -49.57 | 6,748 | -46.66 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 3,244 | -6.38 | 202 | -0.98 | ||||
| 2025-07-29 | 13F | Robinson Value Management, Ltd. | 59,417 | -13.93 | 3,705 | -8.97 | ||||
| 2025-05-15 | 13F | Alexis Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 10,111 | -7.65 | 630 | -2.33 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 8,906 | -24.64 | 555 | -20.26 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 10,493 | -9.59 | 654 | 13.94 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 42,965 | -26.61 | 2,679 | -22.37 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 18,361 | -0.20 | 1,145 | 5.54 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 1,635 | -28.19 | 102 | -24.63 | ||||
| 2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 104,277 | -5.37 | 6,503 | 0.08 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 29,197 | -4.89 | 1,821 | 0.61 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 15,340 | -2.37 | 957 | 3.24 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 3,649 | -8.52 | 228 | -3.40 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 671,755 | -0.97 | 41,891 | 4.74 | ||||
| 2025-08-12 | 13F | Bank OZK | 33,666 | -3.99 | 2,099 | 1.55 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 14,142 | -29.22 | 882 | -25.15 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 8,117 | -20.61 | 506 | -15.95 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 9,959 | -39.03 | 621 | -35.45 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 25,323 | -28.64 | 1,579 | -24.52 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 4,884 | -0.83 | 0 | |||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 194,483 | -4.18 | 12,128 | 1.35 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 50,248 | -5.24 | 3,133 | 0.22 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 5,547 | -12.88 | 327 | -3.25 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Cardinal Strategic Wealth Guidance | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 62,890 | -68.70 | 3,922 | 12.12 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 786 | -8.50 | 49 | -2.00 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 482,099 | -5.72 | 30 | -3.33 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 18,926 | -0.24 | 1,180 | 5.55 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 97,450 | -6.85 | 6,077 | -1.49 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 400,907 | -3.96 | 25,001 | 1.58 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 3,882 | -3.62 | 242 | 2.11 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 347,422 | -3.63 | 21,665 | 1.93 | ||||
| 2025-07-18 | 13F | Vicus Capital | 37,386 | -3.11 | 2,331 | 2.51 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 271,511 | -0.82 | 16,931 | 4.90 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 35,110 | -5.99 | 2,189 | -0.55 | ||||
| 2025-05-15 | 13F | K2 Principal Fund, L.p. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 6,388 | -17.34 | 400 | -12.09 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 25,967 | -5.48 | 1,619 | 0.00 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 19,182 | -82.35 | 1,196 | -81.34 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 3,899 | -1.91 | 243 | 3.85 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 55,329 | -18.85 | 3,450 | -14.18 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 25,379 | -8.87 | 1,583 | -3.60 | ||||
| 2025-07-25 | 13F | Carl Stuart Investment Advisor, Inc | 590,679 | -3.23 | 36,835 | 2.35 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 96,713 | -7.83 | 6,197 | 0.18 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 245,980 | -29.38 | 15,339 | -25.31 | ||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 32,763 | -15.61 | 2,043 | -10.71 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 6,993 | -11.10 | 436 | -5.83 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 18,862 | -10.02 | 1,176 | -3.45 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 64,052 | -30.97 | 3,994 | -27.00 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 5,517 | -2.16 | 344 | 3.61 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Ariston Services Group | 126,379 | -21.27 | 7,881 | -16.74 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 8,505 | -15.22 | 832 | 40.78 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 26,493 | -1.48 | 1,652 | 4.23 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 90,098 | -16.40 | 5,618 | -11.58 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 7,028 | -1.47 | 438 | 4.29 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 7,260 | -4.47 | 453 | 0.89 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 7,058 | -13.61 | 440 | -8.52 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 7,913 | -20.19 | 493 | -15.58 | ||||
| 2025-07-14 | 13F | Farmers Trust Co | 8,566 | -7.35 | 534 | -2.02 | ||||
| 2025-07-16 | 13F | Patton Fund Management, Inc. | 114,823 | -9.27 | 7,160 | -4.03 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 34,108 | -7.85 | 2,127 | -2.57 | ||||
| 2025-04-30 | 13F | Values First Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 24,722 | -0.32 | 1,542 | 5.40 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 14,118 | -31.90 | 880 | -27.99 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 28,800 | -26.29 | 1,776 | -21.84 |
