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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 554,223 | -0.57 | 17,624 | 6.50 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 30,860 | -2.30 | 981 | 4.70 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 528 | -98.42 | 17 | -98.39 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 185,356 | -0.88 | 5,894 | 6.18 | ||||
| 2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 51,400 | -40.92 | 1,635 | -36.74 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 218,771 | -28.36 | 6,957 | -23.54 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 107,163 | -27.26 | 3 | -25.00 | ||||
| 2025-08-12 | 13F | Bokf, Na | 5,000 | -44.13 | 159 | -40.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 919 | -32.77 | 29 | -27.50 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 24,756 | -0.03 | 787 | 7.07 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1,070,644 | -7.23 | 34,046 | -0.63 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 9,514 | -17.70 | 303 | -11.95 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 494,458 | -4.73 | 15,724 | 2.03 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 10,339 | -46.92 | 329 | -43.25 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 30,550 | -0.97 | 971 | 6.12 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 192,746 | -3.89 | 5,723 | -6.35 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 57,653 | -21.49 | 1,833 | -15.92 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 53,563 | -22.87 | 1,703 | -17.49 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 80,877 | -32.31 | 2,572 | -27.52 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 214,012 | -8.85 | 6,806 | -2.38 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 27,018 | -0.44 | 1 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 187,851 | -4.38 | 5,974 | 2.42 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 16,595 | -1.45 | 528 | 5.61 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 79,801 | -25.36 | 2,538 | -20.07 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,285 | -0.61 | 295 | 6.50 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 36,698 | -5.36 | 1,027 | -14.42 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 9,975 | -1.48 | 317 | 5.67 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 168,593 | -29.56 | 5,361 | -24.55 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7,256,445 | -26.47 | 230,752 | -21.24 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 934,486 | -16.32 | 29,717 | -10.38 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 14,740 | -36.37 | 469 | -31.88 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 78,849 | -3.20 | 2,507 | 6.41 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 201,180 | -26.66 | 6,398 | -21.45 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 63,538 | -44.58 | 2,021 | -40.64 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 34,435 | -7.17 | 1,095 | -0.54 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-09 | 13F | Capital CS Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 41,887 | -0.83 | 1,332 | 6.14 | ||||
| 2025-04-16 | 13F | Defined Financial Planning LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 128,825 | -19.12 | 4,097 | -13.37 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 28,137 | -82.34 | 895 | -81.10 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 15,952 | -4.15 | 507 | 2.63 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 36 | -75.17 | 1 | -75.00 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 94,562 | -2.51 | 3,007 | 4.45 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 8,952 | -20.83 | 285 | -15.22 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 629 | -76.70 | 20 | -75.00 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 10,061 | -87.04 | 320 | -86.15 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 269,490 | -0.27 | 8,570 | 6.81 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 56,380 | -31.60 | 1,793 | -26.77 | ||||
| 2025-05-13 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Brendel Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,085,048 | -29.10 | 35 | -24.44 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 352,118 | -45.09 | 11,197 | -41.20 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 21,880 | -2.92 | 696 | 3.89 | ||||
| 2025-08-06 | 13F | LeClair Wealth Partners LLC | 241,910 | -13.20 | 7,693 | -7.03 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 23,419 | -23.82 | 745 | -18.42 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 164,483 | -2.82 | 5,231 | 4.08 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 108,798 | -36.69 | 3,460 | -32.20 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 30,631 | -0.12 | 974 | 7.03 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 178,807 | -19.91 | 5,686 | -14.21 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 21,401 | -6.38 | 681 | 0.29 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 367,042 | -0.93 | 11,672 | 6.11 | ||||
| 2025-07-24 | 13F | SLT Holdings LLC | 66,411 | -5.46 | 2,112 | 1.25 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 12,179 | -1.26 | 387 | 5.74 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 39,789,726 | -1.81 | 1,265,313 | 5.17 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 1,528,390 | -6.82 | 48,603 | -0.20 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 33,454 | -12.81 | 1,064 | -6.34 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 49,985 | -1.61 | 1,590 | 5.37 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 412,741 | -0.37 | 13,125 | 6.72 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 314,574 | -30.07 | 10,003 | -25.10 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 33,505 | -65.72 | 1,065 | -63.30 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4,758,353 | -10.67 | 151,315 | -4.32 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 86,286 | -2.73 | 2,744 | 4.18 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 540,585 | -30.00 | 17,191 | -25.03 | ||||
| 2025-05-12 | 13F | Owen LaRue, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 16,080 | -8.53 | 511 | -0.39 | ||||
| 2025-05-01 | 13F | Park Square Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 21,797 | -29.99 | 693 | -25.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 186,380 | -29.99 | 5,927 | -25.64 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 38,585 | -18.28 | 1,227 | -12.42 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 21,731 | -0.13 | 691 | 6.97 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 95,905 | -52.93 | 3,050 | -13.36 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 67,532 | -3.28 | 2,148 | 3.57 | ||||
| 2025-05-05 | 13F | Archer Investment Corp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 32,353 | -4.58 | 1,029 | 2.19 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 7,586,628 | -0.02 | 241,245 | 7.08 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 84,280 | -16.45 | 2,680 | -10.49 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 233,866 | -21.16 | 7 | -12.50 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 375,159 | -31.56 | 11,930 | -26.69 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 63,131 | -0.78 | 2,049 | 9.75 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 420,907 | -34.12 | 13,385 | -29.44 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 203,548 | -8.05 | 6,473 | -1.52 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 89,035 | -19.03 | 2,831 | -13.27 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 125,190 | -27.16 | 3,981 | -21.97 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 299 | -20.48 | 9 | -18.18 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 983,331 | -0.88 | 31,269 | 6.16 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 80,623 | -4.38 | 2,564 | 2.40 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 233,792 | -23.99 | 7,435 | -18.59 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 17,427 | -23.13 | 554 | -17.68 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 10,097 | -5.64 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | Secure Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 1,013,599 | -2.67 | 32,466 | 5.00 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 8,539 | -92.17 | 272 | -91.84 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 175,123 | -24.23 | 5,569 | -18.86 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 161,655 | -0.40 | 5,141 | 6.68 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 33,537 | -16.35 | 1,066 | -10.42 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 35,065 | -11.88 | 1,115 | -5.59 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 121,335 | -26.06 | 3,858 | -20.81 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 443,814 | -4.54 | 14,113 | 2.25 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 265,795 | -35.23 | 8,452 | -30.62 | ||||
| 2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 121,043 | -16.83 | 3,912 | -9.47 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2,630,495 | -14.39 | 84 | -8.79 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 18,261 | -67.31 | 581 | -65.02 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 56,100 | -0.40 | 1,784 | 6.64 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 431,284 | -1.51 | 13,715 | 5.48 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 113,432 | -2.91 | 3,607 | 4.01 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 30,729 | -0.95 | 977 | 6.08 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 213,774 | -25.08 | 6,798 | -19.75 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 465,724 | -12.45 | 14,810 | -6.22 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Dunhill Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 63,262 | -8.43 | 2,012 | -1.95 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 631,697 | -0.83 | 20 | 11.11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 31,614 | -29.31 | 1,005 | -24.27 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 13,000 | -16.67 | 413 | -10.80 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 23,403 | -91.76 | 673 | -92.23 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 47,167 | -40.49 | 2 | -50.00 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 10,926 | -11.19 | 347 | -4.93 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 9,922 | -49.06 | 316 | -45.50 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 31,066 | -1.24 | 988 | 5.79 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 330,880 | -11.06 | 10,522 | -4.74 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 29,004 | -7.83 | 922 | -1.28 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 535,930 | -50.05 | 17,078 | -46.39 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 16,099 | -48.44 | 512 | -44.88 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 38,860 | -1.15 | 1 | 0.00 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 6,590 | -3.71 | 210 | 2.96 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 60,876 | -26.95 | 1,936 | -21.79 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 252,840 | -2.63 | 8,040 | 4.29 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 261,244 | -8.59 | 8,308 | -2.10 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 46,163 | -3.67 | 1,468 | 3.16 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 35,913 | -31.80 | 1,142 | -26.94 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 78,197 | -12.16 | 2,487 | -5.94 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 17,760 | -0.52 | 565 | 6.42 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 313,886 | -2.79 | 9,982 | 4.12 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 575 | -66.37 | 18 | -64.00 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 25,757 | -5.20 | 819 | 1.61 | ||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 288,390 | -19.78 | 9,171 | -14.08 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 47,875 | -14.38 | 1,522 | -8.31 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 6,584 | -28.15 | 209 | -23.16 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 414,176 | -3.53 | 13,171 | 3.33 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 407,113 | -4.32 | 12,946 | 2.49 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 25,100 | -10.99 | 798 | -4.66 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 264,554 | -45.37 | 8,413 | -41.49 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 477,731 | -0.48 | 15,192 | 6.60 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 7,331 | -16.71 | 233 | -10.38 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 50,280 | -1.72 | 1,644 | 9.17 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 26,056 | -41.99 | 829 | -37.88 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 27,357 | -7.00 | 870 | -0.46 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 10,927 | -88.22 | 347 | -87.40 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 193,290 | -6.89 | 6,147 | -0.28 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 71,002 | -5.09 | 2,258 | 1.62 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,816 | -37.28 | 153 | -32.60 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 33,559 | -2.81 | 1,067 | 4.10 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 115,493 | -8.79 | 3,673 | -2.31 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 88,098 | -1.97 | 2,802 | 4.99 |
