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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 48,868 | -5.57 | 3,846 | -5.09 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 2,251 | -63.18 | 177 | -62.97 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 23,818 | -5.28 | 1,874 | -4.78 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 3,651 | -0.54 | 287 | 0.00 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 38,310 | -1.65 | 3,015 | -1.15 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 5,994 | -0.71 | 472 | 0.00 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 4,703 | -7.51 | 0 | |||||
| 2025-07-22 | 13F | Stanich Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 7,907 | -1.92 | 622 | -1.43 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 7,582 | -9.36 | 597 | -8.87 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 4,875 | -3.08 | 384 | -2.54 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 212,784 | -9.91 | 16,746 | -9.42 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 42,054 | -13.10 | 3,310 | -12.65 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 6,175 | -2.06 | 486 | -1.62 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 11,175 | -1.09 | 879 | -0.57 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 17,156 | -1.82 | 1,350 | -1.24 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 29,406 | -16.81 | 2,314 | -16.37 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 12,204 | -10.09 | 960 | -9.60 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 7,185 | -1.45 | 565 | -0.88 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 3,767 | -67.68 | 296 | -67.54 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 4,523 | -29.59 | 356 | -29.28 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 97,842 | -9.27 | 7,700 | -8.78 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 6,723 | -54.20 | 527 | -53.97 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 2,773 | -0.18 | 218 | 0.46 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 122,642 | -43.59 | 9,652 | -43.29 | ||||
| 2025-04-21 | 13F | Greenup Street Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Vontobel Holding Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 24,543 | -17.38 | 1,932 | -16.95 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 1,005,787 | -4.36 | 79 | -3.66 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 22,505 | -6.91 | 1,771 | -6.40 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 16,550,215 | -0.02 | 1,302,502 | 0.52 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 6,107 | -7.99 | 481 | -7.51 | ||||
| 2025-05-15 | 13F | Putnam Fl Investment Management Co | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | United Services Automobile Association | 16,661 | -95.28 | 1,311 | -95.26 | ||||
| 2025-08-14 | 13F | Promus Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Thomasville National Bank | 27,834 | -6.96 | 2,191 | -6.45 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 5,785 | -52.45 | 455 | -52.21 | ||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 144,286 | -0.08 | 11,355 | 0.46 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 351 | -25.48 | 28 | -25.00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 80,142 | -5.15 | 6,307 | -4.63 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 4,371 | -1.66 | 344 | -0.86 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 175,698 | -5.52 | 13,827 | -5.01 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 7,596 | -7.98 | 1 | |||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 26 | -78.69 | 2 | -77.78 | ||||
| 2025-08-05 | 13F | Burney Co/ | 9,255 | -42.27 | 728 | -41.99 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 29,493 | -33.89 | 2,312 | -33.82 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 60,042 | -0.12 | 4,725 | 0.43 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 34,478 | -2.10 | 2,713 | -1.56 | ||||
| 2025-08-26 | NP | IRCAX - Voya Retirement Conservative Portfolio Class ADV | 158,099 | -1.49 | 12,442 | -0.96 | ||||
| 2025-04-25 | 13F | Essex LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 5,867 | -5.61 | 462 | -5.14 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 1,369 | -18.95 | 108 | -18.94 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 1,060 | -32.18 | 83 | -31.97 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 14,098 | -18.91 | 1,109 | -18.34 | ||||
| 2025-04-21 | 13F | Green Square Capital Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 77,305 | -5.77 | 6,084 | -5.28 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 188,180 | -12.80 | 14,810 | -12.33 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 35,322 | -0.98 | 2,780 | -0.47 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 3,625 | -66.23 | 285 | -66.07 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 12,892 | -0.77 | 1,015 | -0.29 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 9,119 | -1.77 | 718 | -1.24 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 31,659 | -6.45 | 2,492 | -5.96 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 206,203 | -12.64 | 16,228 | -12.17 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 3,457,109 | -1.90 | 272,074 | -1.37 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 707,235 | -15.08 | 55,659 | -14.63 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 529,737 | -3.27 | 42 | -2.38 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 16,501 | -28.33 | 1,299 | -27.97 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 557 | -93.18 | 643 | 0.63 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 18,920 | -0.30 | 1,489 | 0.27 | ||||
| 2025-04-24 | 13F | Park Place Capital Corp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Davis R M Inc | 4,500 | -1.10 | 354 | -0.56 | ||||
| 2025-05-09 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 242,492 | -1.16 | 19,084 | -0.63 | ||||
| 2025-05-09 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 4,232 | -4.73 | 333 | -4.03 | ||||
| 2025-05-06 | 13F | Redwood Park Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Simmons Bank | 7,573 | -5.11 | 596 | -4.65 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 3,677 | -9.03 | 289 | -8.54 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2,948 | -78.48 | 233 | -78.26 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 52,523 | -4.31 | 4,134 | -3.79 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 34,091 | -7.73 | 2,683 | -6.62 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 31,746 | -7.01 | 2,498 | -6.51 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 4,320 | -11.93 | 340 | -11.49 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2,532,898 | -0.98 | 199,339 | -0.45 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 14,943 | -0.28 | 1,176 | 0.17 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 42,869 | -33.55 | 3,374 | -33.19 | ||||
| 2025-07-30 | 13F | Sterling Investment Management, Inc. | 56,053 | -4.76 | 4,411 | -4.25 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 332,107 | -1.57 | 26,137 | -1.05 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 7,125 | -1.74 | 561 | -1.23 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 80,895 | -18.63 | 6,366 | -18.20 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 5,055 | -0.51 | 398 | 0.00 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 92,494 | -5.90 | 7 | 0.00 | ||||
| 2025-05-09 | 13F | Conquis Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 60,670 | -7.54 | 4,775 | -7.05 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 5,645 | -11.16 | 442 | -11.27 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 115,506 | -4.08 | 9 | 0.00 | ||||
| 2025-04-14 | 13F | Broadway Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 169,721 | -1.62 | 13,357 | -1.10 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2,564 | -2.17 | 202 | -1.95 | ||||
| 2025-04-10 | 13F | Retireful, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1,165 | -20.04 | 92 | -20.18 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 88,805 | -56.06 | 6,989 | -55.83 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 29,991 | -5.11 | 2,360 | -4.61 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 754,404 | -0.72 | 59,372 | -0.19 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 29,150 | -0.73 | 2,294 | -0.17 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 157,322 | -1.11 | 12,381 | -0.57 | ||||
| 2025-05-08 | 13F | Howland Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4,311,017 | -6.82 | 339,277 | -6.32 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 47,384 | -11.71 | 3,729 | -11.24 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 3,980 | -0.05 | 313 | 0.64 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5,274 | -10.02 | 415 | -9.39 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 113,649 | -18.28 | 8,943 | -17.85 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 68,179 | -3.23 | 5,366 | -2.70 | ||||
| 2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 15,690 | -14.55 | 1,235 | -14.13 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Cumberland Partners Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Coastline Trust Co | 1,604 | -11.38 | 126 | -10.64 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 17,965 | -4.11 | 1,408 | -4.02 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 6,071 | -37.20 | 478 | -36.90 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 143 | -96.90 | 11 | -96.95 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 6,912 | -0.13 | 544 | 0.37 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 4,921 | -1.09 | 387 | -0.51 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 22,193 | -0.78 | 2 | 0.00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 51,419 | -7.71 | 4,047 | -7.22 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 10,282 | -6.65 | 809 | -6.15 | ||||
| 2025-07-17 | 13F | Hansen & Associates Financial Group, Inc. | 19,948 | -2.00 | 1,568 | -1.57 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 7,489 | -25.30 | 589 | -24.87 | ||||
| 2025-04-15 | 13F | Atwood & Palmer Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 12,474 | -7.42 | 982 | -6.93 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 19,872 | -5.10 | 1,564 | -4.64 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 6,065 | -4.56 | 477 | -4.02 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 183,185 | -1.10 | 14,417 | -0.57 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 6,371 | -1.67 | 501 | -1.18 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 2,711 | -13.55 | 213 | -13.06 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 19,229 | -0.31 | 1,513 | 0.27 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional/Vanguard Total Bond Fund Service Class | 3,457,109 | -1.90 | 272,074 | -1.37 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 33,887 | -11.10 | 2,667 | -10.66 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 26,137 | -4.37 | 2,057 | -3.88 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 116,905 | -9.51 | 9,200 | -9.03 | ||||
| 2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 116,296 | -1.44 | 10,181 | 10.22 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 103,739 | -0.75 | 8,164 | -0.21 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 14,378 | -46.88 | 1,127 | -46.81 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 3,432 | -13.88 | 270 | -13.18 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 112,274 | -1.23 | 8,836 | -0.71 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 37,830 | -20.47 | 3 | -33.33 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 435,969 | -3.77 | 34,311 | -3.26 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 5,798 | -0.10 | 456 | 0.44 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 12,487 | -7.48 | 983 | -7.01 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,565 | -3.43 | 515 | -3.20 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 5,886 | -16.24 | 463 | -15.82 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 6,861 | -4.55 | 540 | -4.09 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 34,649 | -0.25 | 2,727 | 0.26 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Friedenthal Financial | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | A. D. Beadell Investment Counsel, Inc. | 6,055 | -4.86 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 88,147 | -15.92 | 6,937 | -15.46 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 9,825 | -5.37 | 759 | -6.65 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 44,750 | -9.53 | 3,522 | -9.04 | ||||
| 2025-08-12 | 13F | Camden National Bank | 4,023 | -2.43 | 317 | -1.86 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 67,573 | -2.38 | 5,318 | -1.85 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 27,418 | -7.33 | 2,158 | -6.83 | ||||
| 2025-05-02 | 13F | Legacy Capital Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 44,996 | -4.16 | 3,541 | -3.65 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 71,550 | -0.82 | 5,631 | -0.30 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 19,486 | -3.44 | 1,534 | -2.91 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-08 | 13F | Beese Fulmer Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 24,929 | -17.07 | 1,962 | -16.66 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 11,634 | -1.71 | 916 | -1.19 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 17,468 | -5.73 | 1,375 | -5.24 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 37,581 | -3.34 | 2,958 | -2.83 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 6,719 | -2.81 | 529 | -2.40 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 3,277 | -2.79 | 258 | -2.28 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 4,871 | -1.22 | 383 | -0.78 | ||||
| 2025-05-06 | 13F | MCF Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 81,574 | -24.83 | 6,420 | -24.44 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 14,190 | -20.95 | 1,117 | -20.57 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 67,918 | -13.06 | 5,345 | 88,983.33 | ||||
| 2025-05-08 | 13F | New York Life Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 6,723 | -51.34 | 1 | -100.00 | ||||
| 2025-08-01 | 13F | Wincap Financial Llc | 3,408 | -96.20 | 268 | -96.18 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 34,049 | -33.63 | 3 | -33.33 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 10,363 | -7.46 | 816 | -6.96 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 54,425 | -0.53 | 4,273 | 0.00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1,241 | -14.18 | 98 | -14.16 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 25,029 | -25.48 | 1,970 | -25.10 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 109,650 | -35.01 | 8,629 | -34.66 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 53 | -74.40 | 4 | -75.00 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 135,376 | -0.88 | 10,654 | -0.35 | ||||
| 2025-05-14 | 13F | Brown Brothers Harriman & Co | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Graypoint LLC | 15,586 | -13.11 | 1,227 | -12.68 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 34,905 | -89.24 | 2,747 | -89.18 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 152 | -24.00 | 12 | -26.67 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Cornerstone Investment Partners, LLC | 142,659 | -3.54 | 11,227 | -3.01 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 399,764 | -2.13 | 31,461 | -1.60 | ||||
| 2025-04-16 | 13F | Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 13,740 | -25.57 | 1,075 | -25.61 | ||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 51,009 | -0.34 | 4,014 | 0.20 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 4,819 | -8.90 | 379 | -8.45 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 30,801 | -1.77 | 2,424 | -1.22 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 15,900 | -9.62 | 1,251 | -9.15 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 393 | -37.52 | 31 | -38.78 | ||||
| 2025-08-14 | 13F | Man Group plc | 139,943 | -11.78 | 11,014 | -11.31 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 194,290 | -1.20 | 15,291 | -0.67 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 28,568 | -7.29 | 2,248 | -6.80 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 79,224 | -0.02 | 6,235 | 0.50 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 19,127 | -8.34 | 1,505 | -7.84 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2,658 | -40.68 | 209 | -40.29 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5,622 | -60.51 | 442 | -60.32 | ||||
| 2025-07-10 | 13F | Ahl Investment Management, Inc. | 44,914 | -0.11 | 3,535 | 0.43 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 3,196 | -31.15 | 252 | -30.85 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 36,239 | -8.37 | 2,852 | -7.82 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 7,105 | -2.03 | 559 | -1.41 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 25,299 | -21.05 | 1,991 | -20.61 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 30,032 | -0.26 | 2,365 | 0.34 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 508 | -96.26 | 40 | -96.33 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 3,048 | -0.49 | 240 | 0.00 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 6,488 | -2.52 | 1 | |||||
| 2025-08-05 | 13F | Navalign, LLC | 24,216 | -19.17 | 1,906 | -18.76 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 4,157 | -37.07 | 327 | -36.75 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 104,212 | -1.81 | 8,201 | -1.29 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 744,272 | -2.48 | 58,574 | -1.96 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 101,998 | -1.32 | 8,027 | -0.78 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 52,225 | -4.39 | 4,110 | -3.86 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1,621,727 | -4.53 | 126,819 | -4.33 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 2,609 | -20.94 | 205 | -20.54 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 578 | -13.99 | 45 | -13.46 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 4,653 | -13.91 | 366 | -13.48 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 738 | -3.78 | 58 | -3.33 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 28,167 | -4.23 | 2,212 | -3.79 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 23,643 | -20.31 | 1,861 | -19.90 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 5,073 | -0.90 | 399 | 1.01 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 27,647 | -31.53 | 2,161 | -31.62 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Elgethun Capital Management | 5,310 | -17.80 | 418 | -17.43 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 28,648 | -5.25 | 2,255 | -4.73 | ||||
| 2025-05-13 | 13F | Centerpoint Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 31,083 | -0.48 | 2,446 | 0.08 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9,599 | -19.28 | 755 | -18.82 | ||||
| 2025-08-07 | 13F | Nwam Llc | 153,425 | -2.38 | 12,075 | -1.85 | ||||
| 2025-05-15 | 13F | Prelude Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 67,132 | -6.98 | 5,283 | -5.25 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 54,085 | -0.01 | 4,256 | 0.52 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 28,262 | -49.18 | 2,224 | -48.91 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Mountain Pacific Investment Advisers Inc/id | 174,076 | -1.57 | 13,700 | -1.04 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 18,117 | -1.31 | 1,426 | -0.77 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 242,904 | -0.66 | 19,117 | -0.13 | ||||
| 2025-05-14 | 13F | Delta Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 95,383 | -2.23 | 7,507 | -1.70 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 8,416 | -23.84 | 662 | -23.47 | ||||
| 2025-05-08 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 2,837 | -26.08 | 223 | -25.75 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 24,413 | -8.73 | 1,911 | -8.13 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 22,663 | -10.32 | 1,784 | -9.86 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 35,118 | -1.73 | 3 | 0.00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 33,234 | -5.32 | 2,616 | -4.81 | ||||
| 2025-07-31 | 13F | Alamar Capital Management, LLC | 8,000 | -0.25 | 630 | 0.32 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 7,082 | -0.01 | 554 | 0.00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 8,606 | -8.65 | 677 | -8.14 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 95,757 | -0.67 | 8 | 0.00 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 3,001 | -2.79 | 236 | -2.07 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 4,247 | -8.41 | 334 | -7.73 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 10,929 | -7.45 | 860 | -6.93 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 9,402 | -4.57 | 740 | -4.15 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 245,438 | -0.22 | 19,316 | 0.32 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 3,828 | -7.00 | 301 | -6.52 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 78,605 | -6.72 | 6,186 | -6.22 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 11,568 | -4.30 | 910 | -3.81 | ||||
| 2025-08-14 | 13F | Fmr Llc | 27,605 | -87.17 | 2,173 | -87.10 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 12,748 | -31.81 | 1,003 | -31.44 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 33,997 | -25.85 | 3 | -33.33 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 3,062 | -60.43 | 241 | -60.33 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FARX - Frontier Asset Absolute Return ETF | 35,772 | -6.38 | 2,818 | -4.96 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 7,577 | -0.08 | 596 | 0.51 | ||||
| 2025-07-18 | 13F | Loudon Investment Management, LLC | 10,655 | -1.62 | 839 | -1.06 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 5,446 | -3.73 | 429 | -3.17 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 53,283 | -2.29 | 4,193 | -1.76 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 45,492 | -4.95 | 3,580 | -4.43 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 41,381 | -6.38 | 3,253 | -5.96 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 9,220 | -0.91 | 726 | -0.41 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 17,113 | -3.05 | 1 | 0.00 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 35,093 | -6.95 | 2,762 | -6.47 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 20,467 | -4.03 | 1,611 | -3.54 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 2,021,291 | -1.50 | 159,076 | -0.97 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 135,563 | -4.68 | 10,669 | -4.17 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 391,744 | -0.07 | 30,830 | 0.47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4,915,109 | -6.00 | 386,819 | -5.49 | ||||
| 2025-04-22 | 13F | Merkkuri Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 2,966 | -5.42 | 233 | -4.90 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 6,287 | -2.03 | 495 | -1.59 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 31,101 | -1.65 | 2,448 | -1.13 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 3,519 | -33.67 | 277 | -33.49 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 18,230 | -29.07 | 1,435 | -28.73 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 4,169 | -3.34 | 328 | -2.67 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 12,458 | -2.51 | 980 | -0.71 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 8,799 | -0.19 | 692 | 0.29 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 58,842 | -73.97 | 5 | -76.47 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 137,092 | -8.20 | 10,789 | -7.70 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 575,639 | -6.72 | 45,303 | -6.22 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 51,475 | -8.65 | 4,051 | -8.16 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 3,547 | -0.56 | 279 | 0.00 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 73,888 | -70.35 | 5,815 | -70.19 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 3,133 | -0.67 | 245 | -0.41 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 102,903 | -3.99 | 8,099 | -3.48 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 192,693 | -26.35 | 15,165 | -25.96 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 5,911 | -95.74 | 465 | -95.72 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 58,031 | -9.48 | 4,567 | -8.99 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 540,412 | -2.84 | 43 | -2.33 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 706,900 | -44.95 | 55,633 | -44.65 | ||||
| 2025-07-29 | 13F | Schubert & Co | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 59,915 | -1.61 | 4,715 | -1.07 | ||||
| 2025-07-29 | NP | JLMOX - Multi-Index Lifestyle Moderate Portfolio Class 1 | 37,138 | -0.91 | 2,910 | -0.58 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 3,528 | -73.10 | 278 | -72.66 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 2,255,871 | -68.53 | 177,537 | -68.28 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 4,467 | -2.91 | 352 | -2.50 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 13,960 | -9.20 | 1,099 | -8.73 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 47,106 | -0.47 | 3,707 | 0.08 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 76,274 | -3.11 | 6,003 | -2.60 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 21 | -82.79 | 2 | -88.89 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 6,723 | -12.01 | 529 | -11.71 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 50,585 | -3.34 | 3,981 | -2.81 | ||||
| 2025-08-06 | 13F | Van Cleef Asset Management,Inc | 9,780 | -0.51 | 770 | 0.00 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 113,109 | -1.30 | 8,902 | -0.77 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 10,158 | -29.25 | 799 | -28.85 | ||||
| 2025-07-14 | 13F | Chico Wealth RIA | 9,241 | -1.22 | 727 | -0.68 | ||||
| 2025-04-22 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Prostatis Group LLC | 42,166 | -13.50 | 3,318 | -13.05 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 9,963 | -7.42 | 784 | -6.89 | ||||
| 2025-07-29 | NP | JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 | 74,530 | -4.76 | 5,840 | -4.45 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 31,852 | -3.42 | 2,507 | -2.91 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 68,790 | -3.47 | 5,414 | -2.96 | ||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 4,967 | -96.91 | 13,218 | 4.90 | ||||
| 2025-05-13 | 13F | Kimelman & Baird, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 5,528 | -97.92 | 435 | -97.91 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 30,685 | -1.23 | 2,415 | -0.70 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 14,754 | -1.67 | 1,161 | -1.11 | ||||
| 2025-07-30 | 13F | Schwartz Investment Counsel Inc | 15,800 | -3.07 | 1,243 | -2.51 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 241,199 | -1.34 | 18,982 | -0.81 | ||||
| 2025-07-25 | 13F | Bull Street Advisors, LLC | 107,027 | -2.06 | 8 | 0.00 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 8,700 | -0.58 | 685 | -0.15 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 5,648 | -33.53 | 443 | -33.03 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 384,604 | -2.85 | 30,268 | -2.32 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 18,824 | -19.79 | 1,481 | -19.38 | ||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 24,867 | -10.21 | 1,957 | -9.73 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 13,538 | -3.44 | 1,065 | -2.92 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 19,988 | -12.49 | 1,573 | -11.98 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 792,001 | -0.68 | 62,330 | -0.14 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | OLIO Financial Planning | 4,366 | -47.75 | 344 | -47.55 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 9,116 | -4.55 | 717 | -4.02 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 2,694 | -48.26 | 212 | -47.91 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 37,359 | -0.47 | 2,940 | 0.07 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 528,638 | -0.52 | 41,361 | -0.57 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 39,498 | -14.71 | 3,108 | -14.24 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9,609 | -2.94 | 756 | -2.33 | ||||
| 2025-08-14 | 13F | Marquette Associates, Inc. | 73,690 | -4.16 | 5,799 | -3.64 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 54,424 | -10.27 | 4,283 | -9.79 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7,402 | -0.74 | 583 | -0.17 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 67,518 | -1.53 | 5,314 | -1.01 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 2,638 | -89.87 | 208 | -89.84 | ||||
| 2025-08-12 | 13F | Ames National Corp | 137,754 | -4.69 | 10,841 | -4.18 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 10,956 | -12.48 | 863 | -12.03 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 43 | -4.44 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 13,639 | -38.90 | 1,073 | -38.58 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 200 | -16.67 | 16 | -16.67 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 76,011 | -2.04 | 5,982 | -1.50 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 11,361 | -0.93 | 894 | -0.33 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 144,316 | -2.05 | 11,358 | -1.53 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 53,837 | -7.28 | 4,237 | -6.80 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 40,634 | -3.08 | 3,198 | -2.56 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 84,177 | -4.33 | 6,625 | -3.82 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 7,295 | -84.82 | 574 | -84.74 | ||||
| 2025-08-12 | 13F | Barr E S & Co | 488,355 | -5.71 | 38,434 | -5.21 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4,255 | -63.83 | 335 | -63.70 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 1,710 | -6.30 | 131 | -5.76 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 997 | -22.05 | 0 | |||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 4,232 | -3.60 | 333 | -2.92 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 100,790 | -1.71 | 7,932 | -1.17 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 11,612 | -9.32 | 914 | -8.88 | ||||
| 2025-07-15 | 13F | Fort Henry Capital, LLC | 221,547 | -0.18 | 17,436 | 0.36 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1,764 | -54.82 | 139 | -54.75 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 21,132 | -75.38 | 1,663 | -75.24 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 50,939 | -3.29 | 4,009 | -2.79 | ||||
| 2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 84 | -14.29 | 7 | -14.29 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 10 | -58.33 | 1 | -100.00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 13,723 | -3.00 | 1,080 | -2.44 | ||||
| 2025-08-07 | 13F | Pcg Asset Management, Llc | 75,314 | -1.79 | 5,927 | -1.27 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Quantum Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 91,252 | -55.53 | 7,181 | -55.29 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 20,457 | -6.97 | 1,608 | -6.57 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 301,024 | -62.02 | 23,652 | -61.88 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 6,309 | -1.82 | 497 | -1.39 | ||||
| 2025-04-08 | 13F | Verde Capital Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Keynote Financial Services Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 83,612 | -8.03 | 6,580 | -7.53 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 83,853 | -66.78 | 6,599 | -66.60 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 6,365 | -2.33 | 501 | -1.96 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 2,187 | -6.54 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 2,651 | -0.75 | 208 | -0.96 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 50,992 | -3.21 | 4,013 | -2.69 | ||||
| 2025-05-15 | 13F | Macquarie Group Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 22,903 | -7.34 | 2 | 0.00 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 6,147 | -1.76 | 484 | -1.23 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 8,378 | -2.50 | 659 | -1.93 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 619 | -14.97 | 49 | -14.29 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 7,124 | -0.04 | 561 | 0.54 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 6,679 | -7.04 | 526 | -6.58 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 40,745 | -5.85 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 3,386 | -43.64 | 267 | -43.40 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 232 | -17.73 | 18 | -18.18 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1,289,516 | -2.26 | 101 | -1.94 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 12,135 | -0.82 | 955 | -0.21 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2,661 | -10.73 | 209 | -10.30 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2,645 | -42.50 | 208 | -42.22 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 3,090 | -18.06 | 243 | -17.63 | ||||
| 2025-05-01 | 13F | Fulton Breakefield Broenniman Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 390 | -67.31 | 31 | -67.74 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 16,907 | -0.82 | 1,331 | -0.30 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 3,550 | -32.06 | 279 | -30.77 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 4,136 | -31.32 | 325 | -31.00 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 6,959 | -6.70 | 548 | -6.17 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 19,678 | -8.38 | 1,549 | -7.91 | ||||
| 2025-04-30 | 13F | Rehmann Capital Advisory Group | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 9,725 | -33.69 | 765 | -33.30 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 3,877 | -51.78 | 305 | -51.51 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 17,906 | -9.07 | 1,409 | -8.57 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 2,560 | -10.55 | 201 | -10.27 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 340,102 | -5.80 | 26,766 | -5.30 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 48,781 | -0.39 | 3,839 | 0.16 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 2,757 | -12.03 | 216 | -11.16 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 2,831 | -5.19 | 223 | -4.72 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 3,757 | -23.12 | 294 | -23.04 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 382,030 | -3.11 | 30,066 | -2.59 | ||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 48,511 | -2.22 | 3,818 | -1.70 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 43,498 | -0.93 | 3,423 | -0.38 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 13,119 | -15.11 | 1,032 | -14.64 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 153,712 | -15.13 | 12,097 | -14.67 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 16,647 | -0.19 | 1,303 | 1.16 | ||||
| 2025-05-07 | 13F | Financially Speaking Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Boston Family Office Llc | 63,773 | -9.76 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 2,669 | -86.25 | 210 | -86.18 | ||||
| 2025-04-09 | 13F | Pioneer Wealth Management Group | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Graney & King, LLC | 9 | -85.00 | 1 | -100.00 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 25,027 | -1.79 | 1,970 | -1.25 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 4,034 | -0.98 | 317 | -0.31 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 559 | -88.32 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aureus Asset Management, LLC | 13,164 | -8.30 | 1,036 | -7.75 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 39,405 | -6.00 | 3,101 | -5.49 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 6,660 | -1.04 | 524 | -0.38 | ||||
| 2025-08-07 | 13F | Delta Financial Advisors Llc | 4,647 | -4.28 | 366 | -3.95 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 20,690 | -6.68 | 1,628 | -6.17 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 2,898 | -3.98 | 228 | -3.39 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 5,093 | -13.10 | 401 | -12.66 | ||||
| 2025-06-26 | NP | TDSB - Cabana Target Drawdown 7 ETF | 45,260 | -77.47 | 3,566 | -76.84 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 150 | -94.72 | 12 | -95.05 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 21,264 | -10.80 | 1,673 | -10.34 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 190,176 | -12.55 | 14,967 | -12.08 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 1,198 | -22.51 | 94 | -22.31 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 8,033 | -2.51 | 632 | -2.02 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 5,461 | -66.67 | 428 | -66.61 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 3,310 | -1.63 | 260 | -1.14 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 27,455 | -8.59 | 2,161 | -8.12 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 282,082 | -3.03 | 22,200 | -2.51 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 58,247 | -1.34 | 4,584 | -0.80 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 4,395 | -13.64 | 346 | -13.32 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 17,139 | -0.40 | 1,349 | 0.15 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 29,264 | -25.60 | 2,303 | -25.18 | ||||
| 2025-05-06 | 13F | Clifford Swan Investment Counsel Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 145,790 | -0.93 | 11,474 | -0.40 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 42,015 | -1.48 | 3,307 | -0.96 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 8,874 | -13.92 | 698 | -13.51 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 3,930 | -6.47 | 309 | -5.79 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8,863 | -10.62 | 698 | -10.18 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 120,337 | -8.27 | 9,470 | -7.78 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 99,731 | -2.62 | 7,849 | -2.10 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 12,205 | -7.36 | 961 | -6.89 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 13,260 | -74.59 | 1,044 | -74.44 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 367,979 | -0.25 | 28,960 | 0.28 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7,468,753 | -11.27 | 587,791 | -10.79 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 58,010 | -0.25 | 4,565 | 0.29 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 116,781 | -49.80 | 9 | -50.00 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 4,205 | -0.10 | 331 | 0.30 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8,117 | -0.33 | 639 | 0.16 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 36,445 | -4.86 | 2,868 | -4.34 | ||||
| 2025-04-11 | 13F | Lake Hills Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 3,187 | -12.68 | 249 | -12.63 | ||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 196,590 | -44.54 | 15,472 | -44.24 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 5,128 | -38.58 | 404 | -38.28 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4,392,617 | -10.68 | 345,699 | -10.20 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | New Millennium Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 38,685 | -1.94 | 3,045 | -1.42 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 222,508 | -0.77 | 17,511 | -0.24 | ||||
| 2025-07-10 | 13F | Aua Capital Management, Llc | 33,186 | -0.15 | 2,612 | 0.38 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 4,993 | -2.92 | 393 | -2.49 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1,017 | -30.86 | 80 | -30.43 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 8,799 | -4.38 | 692 | -3.89 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3,476 | -8.72 | 274 | -7.14 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 3,418 | -2.37 | 269 | -1.82 | ||||
| 2025-08-08 | 13F | Creative Planning | 513,072 | -7.01 | 40,379 | -6.52 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 138,941 | -59.61 | 10,935 | -59.39 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 2,952 | -10.60 | 232 | -10.08 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 49,903 | -0.41 | 3,927 | 0.13 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 4,008 | -20.51 | 315 | -20.05 | ||||
| 2025-04-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 59,893 | -32.40 | 4,714 | -32.04 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 53,416 | -41.83 | 4,204 | -40.76 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 45,404 | -1.12 | 3,573 | -0.58 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 3,472 | -6.74 | 271 | -6.87 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 6,605 | -25.18 | 520 | -24.89 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 29,671 | -3.34 | 2,335 | -2.79 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 6,529 | -0.99 | 514 | -0.58 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1,259 | -19.76 | 99 | -18.85 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Income ETF | 7,652 | -11.52 | 603 | -10.28 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 134,952 | -2.44 | 10,621 | -1.92 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 2,314 | -2.16 | 182 | -1.62 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 9,241 | -5.50 | 727 | -4.97 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 31,693 | -4.24 | 2,494 | -3.71 | ||||
| 2025-08-18 | 13F | V2 Financial group LLC | 4,110 | -1.30 | 323 | -0.62 | ||||
| 2025-04-22 | 13F | Jfs Wealth Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 114,540 | -1.06 | 9,014 | -0.52 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Vantagepoint Investment Advisers Llc | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Granite Investment Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 34,907 | -10.53 | 3 | -33.33 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 158,059 | -1.52 | 12,439 | -0.99 | ||||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 24,873 | -12.06 | 1,958 | -11.61 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 1,019 | -19.38 | 0 | |||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 4,298 | -4.21 | 338 | -3.70 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 88,103 | -21.28 | 6,934 | -20.86 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 323,984 | -0.68 | 25,498 | -0.14 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 54,127 | -3.16 | 4,260 | -2.65 | ||||
| 2025-05-14 | 13F | Idaho Trust Bank | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Hardy Reed LLC | 24,821 | -0.05 | 1,953 | 0.51 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Oak Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 24,592 | -3.42 | 1,935 | -2.91 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,313,056 | -3.07 | 103 | -2.83 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 75,414 | -18.96 | 5,935 | -18.52 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 53,156 | -1.65 | 4,183 | -1.11 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 7,984 | -41.44 | 628 | -41.14 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Jacobsen Capital Management | 33,096 | -4.09 | 2,605 | -3.59 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 15,687 | -3.93 | 1,228 | -2.70 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 8,423 | -16.40 | 663 | -15.99 | ||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF | 111,159 | -65.29 | 8,710 | -64.29 | ||||
| 2025-05-02 | 13F | Seaside Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 22,545 | -0.12 | 1,774 | 0.40 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 29,436 | -63.31 | 2,317 | -63.12 | ||||
| 2025-08-07 | 13F | Commerce Bank | 106,004 | -34.88 | 8,343 | -34.53 | ||||
| 2025-05-06 | 13F | SYM FINANCIAL Corp | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 21,515 | -1.99 | 1,687 | -1.86 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 221,196 | -0.81 | 17,408 | -0.27 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 2,877 | -44.56 | 226 | -44.33 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 5,981 | -8.80 | 471 | -8.38 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 11,872 | -1.84 | 934 | -1.27 |
