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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 35,295 | -40.14 | 2,454 | -40.88 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 347,170 | -8.65 | 24,142 | -9.79 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 10,738 | -3.70 | 747 | -4.97 | ||||
| 2025-04-15 | 13F | Integrated Advisors Network LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 213 | -85.02 | 15 | -86.00 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 68,469 | -9.03 | 4,761 | -10.17 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,009,365 | -2.09 | 139,731 | -3.31 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 178,643 | -22.61 | 12,423 | -23.58 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 247,486 | -6.75 | 17,210 | -7.91 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 9,880 | -15.48 | 1 | |||||
| 2025-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 427 | -9.73 | 30 | -12.12 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 3,651 | -1.14 | 254 | -2.69 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 14,697 | -1.06 | 1,022 | -2.29 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 3,433 | -94.98 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 4 | -95.65 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 2,177 | -40.47 | 151 | -41.25 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 103,800 | -28.95 | 7 | -30.00 | ||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 205 | -63.97 | 14 | -65.00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 23,200 | -1.35 | 1,613 | -2.60 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 201,580 | -16.95 | 14,018 | -17.99 | ||||
| 2025-05-05 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 14,292 | -5.12 | 994 | -6.32 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 7,152 | -22.11 | 497 | -23.07 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 609,558 | -88.63 | 42,389 | -88.23 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 4,922 | -17.58 | 342 | -18.57 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 8,229 | -4.80 | 572 | -3.21 | ||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Axiom Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Invenio Wealth Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 3,509 | -12.14 | 244 | -13.17 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 24,297 | -0.16 | 1,690 | -1.40 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | SOUTH STATE Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 20,545 | -20.23 | 1,429 | -21.24 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 10,929 | -8.10 | 743 | -11.35 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 26 | -93.91 | 2 | -96.43 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 26,655 | -9.58 | 1,854 | -10.70 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 35,488 | -0.53 | 2,468 | -1.79 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 3,052 | -0.46 | 212 | -1.40 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 2,398 | -2.84 | 167 | -4.05 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 44,863 | -65.94 | 9,667 | 4.22 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 7,890 | -43.65 | 549 | -44.42 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 242,310 | -17.79 | 16,850 | -18.81 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,900 | -14.03 | 132 | -12.58 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 15,804 | -3.56 | 1,099 | -4.77 | ||||
| 2025-08-08 | 13F | Creative Planning | 5,804 | -25.15 | 404 | -26.19 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1,291 | -2.49 | 90 | -4.30 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 10 | -93.63 | 1 | -100.00 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Bokf, Na | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 3,684 | -16.56 | 256 | -17.42 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 123,436 | -7.90 | 8,584 | -9.05 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 13,592 | -13.96 | 945 | -15.02 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 14,397 | -0.70 | 1,001 | -1.86 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 24,300 | -55.08 | 1,690 | -55.66 | |||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 20,166 | -19.60 | 1,402 | -20.61 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 7,615 | -0.51 | 530 | 1.15 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5,510 | -41.24 | 383 | -41.97 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 2,967 | -10.93 | 200 | -10.31 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 7,998 | -0.36 | 556 | -1.59 | ||||
| 2025-05-08 | 13F | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 10,696 | -3.94 | 744 | -5.23 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 90,249 | -1.35 | 6,276 | -2.59 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3,474 | -6.54 | 242 | -7.66 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Diversified Trust Co | 4,683 | -11.29 | 326 | -12.40 | ||||
| 2025-04-18 | 13F | Greenbush Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 191,712 | -4.97 | 13 | -7.14 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 353,977 | -6.29 | 24,616 | -7.46 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 25,306 | -0.33 | 1,760 | -1.62 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 877,134 | -9.97 | 60,996 | -11.10 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 825 | -1.79 | 57 | -3.39 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 4,325 | -69.62 | 301 | -70.06 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 707,731 | -30.04 | 49,234 | -30.96 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2,255,479 | -5.82 | 156,846 | -7.00 | ||||
| 2025-03-31 | NP | SMILX - SMI 50/40/10 Fund | 5,440 | -51.73 | 374 | -53.37 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 5,824 | -8.38 | 405 | -9.40 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Roundview Capital LLC | 9,094 | -29.62 | 632 | -30.47 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 272 | -32.34 | 19 | -35.71 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 33,734 | -3.00 | 2,346 | -4.25 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 31,767 | -9.31 | 2,209 | -10.42 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 68,817 | -72.49 | 4,777 | -72.89 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 27,499 | -1.67 | 1,912 | -2.89 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 113,983 | -0.74 | 7,926 | -1.98 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 25,790 | -2.47 | 2 | 0.00 | ||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 255,342 | -0.47 | 18 | -5.56 | ||||
| 2025-04-16 | 13F | Hilltop Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 69,939 | -22.17 | 4,864 | -23.15 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 131,355 | -3.86 | 9,134 | -5.06 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 72,573 | -9.16 | 5,047 | -10.29 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 770 | -11.80 | 54 | -13.11 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | -82.76 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 10,004 | -3.96 | 696 | -5.18 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 3,286 | -0.87 | 229 | -2.15 | ||||
| 2025-04-24 | 13F | Etesian Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 74,127 | -9.43 | 5,155 | -10.57 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 9,229 | -0.21 | 642 | -1.54 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 21,778 | -1.17 | 1,514 | -2.39 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 5,933 | -15.11 | 413 | -16.26 | ||||
| 2025-04-11 | 13F | Safir Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 4,662 | -9.67 | 320 | -11.85 | ||||
| 2025-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 21,596 | -9.31 | 1,502 | -10.44 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,345,923 | -0.12 | 93,595 | -1.37 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 3,405 | -94.23 | 237 | -94.32 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 7,741 | -4.43 | 538 | -5.61 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 32,948 | -3.35 | 2,291 | -4.54 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 1,612 | -4.62 | 112 | -5.88 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 269,599 | -0.47 | 18,748 | -1.72 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-03-20 | NP | TDSB - Cabana Target Drawdown 7 ETF | 110,250 | -9.82 | 7,583 | -12.87 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | PFW Advisors LLC | 91,514 | -1.03 | 6,364 | -2.27 | ||||
| 2025-04-11 | 13F | Cranbrook Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5,041 | -26.47 | 351 | -27.39 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 9,000 | -88.46 | 626 | -88.62 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 5,253 | -8.69 | 365 | -9.88 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 624,928 | -8.72 | 43,458 | -9.86 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 4,132 | -44.30 | 284 | -45.79 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 736,200 | -18.83 | 51,195 | -19.84 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 3,183 | -12.82 | 221 | -14.01 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 7,318 | -8.01 | 509 | -9.29 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2,388 | -0.91 | 166 | -1.78 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 7,752 | -38.39 | 539 | -39.16 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 2,329 | -2.39 | 162 | -4.17 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 63,145 | -4.33 | 4,391 | -5.51 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 3,065 | -0.97 | 213 | -1.84 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3,097 | -0.45 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 52 | -29.73 | 4 | -40.00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 30,643 | -10.97 | 2,131 | -12.09 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 312,139 | -2.15 | 21,706 | -3.37 | ||||
| 2025-06-03 | 13F | Invst, LLC | 8,006 | -4.47 | 564 | -1.75 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 12,111 | -50.05 | 842 | -50.67 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 6,900 | -40.00 | 480 | -40.79 | |||
| 2025-08-19 | 13F | National Asset Management, Inc. | 27,365 | -70.71 | 1,903 | -70.24 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 12,883 | -3.41 | 896 | -4.69 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,845 | -86.61 | 128 | -86.41 | ||||
| 2025-04-30 | 13F | Genus Capital Management Inc. | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 29,492 | -4.18 | 2,051 | -5.40 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 129,416 | -0.16 | 9,000 | -1.40 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 1,289 | -1.60 | 90 | -3.26 | ||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 59,560 | -4.36 | 4,142 | -5.56 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,492 | -21.33 | 451 | -22.38 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 178,831 | -18.21 | 12,436 | -19.24 | ||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 60,818 | -18.13 | 4,229 | -19.16 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1,345 | -25.85 | 94 | -24.39 | ||||
| 2025-04-24 | 13F | Park Place Capital Corp | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 33,331 | -14.97 | 2,318 | -16.05 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 616,093 | -0.35 | 43 | -2.33 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 3,232 | -1.31 | 225 | -2.61 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3,047 | -34.12 | 212 | -35.08 | ||||
| 2025-03-31 | NP | SMIDX - SMI Dynamic Allocation Fund | 15,410 | -49.89 | 1,060 | -51.62 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 5,392 | -15.53 | 375 | -16.70 | ||||
| 2025-08-14 | 13F | Pitcairn Co | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1,351 | -3.77 | 94 | -5.10 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 28,909 | -6.84 | 1,992 | -8.29 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 66,446 | -0.68 | 4,621 | -1.93 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 33,047 | -1.94 | 2,298 | -3.16 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 249 | -58.43 | 17 | -59.52 |
