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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 3,361 | -20.07 | 390 | -9.30 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 3,892 | -4.68 | 466 | 11.48 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 5,986 | -3.85 | 695 | 9.11 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Wrapmanager Inc | 2,029 | -28.51 | 236 | -18.97 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 24,731 | -0.19 | 2,873 | 15.76 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 19,998 | -0.34 | 2,323 | 13.04 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 393,667 | -11.66 | 45,728 | 0.21 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 3,633 | -1.52 | 422 | 11.67 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 19,967 | -0.14 | 2,310 | 13.24 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 87,900 | -16.38 | 10,532 | -2.16 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 5,224 | -0.06 | 607 | 13.27 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 228,571 | -15.32 | 26,551 | -3.95 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 16,297 | -9.96 | 1,951 | 5.23 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 3,298 | -3.60 | 383 | 9.43 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3,577 | -14.98 | 416 | -3.49 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 3,125 | -17.37 | 363 | -6.20 | ||||
| 2025-08-14 | 13F | Fmr Llc | 18,279 | -10.01 | 2,123 | 2.07 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 13,051 | -64.07 | 1,516 | -59.25 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 2,433 | -2.05 | 283 | 11.02 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 274,566 | -6.14 | 31,894 | 6.47 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 224,259 | -17.98 | 31,696 | 13.20 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 98,133 | -4.33 | 11,399 | 8.52 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 42,976 | -1.71 | 4,992 | 11.50 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 12,789 | -15.94 | 1,486 | -4.69 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1,002 | -2.34 | 116 | 10.48 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 5,424 | -2.60 | 630 | 10.53 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 402,011 | -3.55 | 46,468 | 9.31 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 10,150 | -5.56 | 1,179 | 7.18 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 2,081 | -37.34 | 242 | -34.15 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1,830 | -10.82 | 213 | 2.42 | ||||
| 2025-08-06 | 13F | Zevin Asset Management Llc | 2,003 | -14.66 | 0 | |||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 8,018 | -1.41 | 931 | 11.90 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 16 | -67.35 | 2 | -80.00 | ||||
| 2025-05-15 | 13F | JDM Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 6,174 | -3.05 | 717 | 9.97 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 462 | -0.22 | 54 | 12.77 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 20,236 | -2.14 | 2,381 | 12.47 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,731 | -6.43 | 201 | 6.35 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,447 | -35.17 | 168 | -31.71 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 36,411 | -2.09 | 4,230 | 11.06 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 7,723 | -8.74 | 897 | 3.58 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 6,260 | -2.48 | 727 | 10.65 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 140,983 | -1.73 | 16,377 | 11.46 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 4,524 | -12.88 | 546 | 3.22 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 304 | -24.57 | 35 | -14.63 | ||||
| 2025-04-14 | 13F | Baron Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 75,821 | -0.34 | 9 | 14.29 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 12,731 | -2.49 | 1,479 | 10.55 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 342,968 | -0.13 | 39,839 | 13.28 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 5,296 | -40.39 | 643 | -28.90 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 3,324 | -0.66 | 386 | 12.87 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 4,747 | -14.02 | 486 | -20.07 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 40,502 | -35.78 | 4,148 | -40.35 | ||||
| 2025-05-08 | 13F | Towercrest Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 72,323 | -1.41 | 8,401 | 11.83 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 59,745 | -0.36 | 6,973 | 13.55 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 2,336 | -2.42 | 271 | 10.61 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 26,580 | -1.90 | 3,088 | 11.28 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 67,036 | -0.07 | 7,787 | 13.33 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 417 | -61.57 | 48 | -56.76 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 3,973 | -13.31 | 462 | -1.71 | ||||
| 2025-08-11 | 13F | Somerset Group LLC | 2,519 | -2.21 | 293 | 11.03 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 5,112 | -4.72 | 594 | 8.01 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 113,492 | -2.72 | 13 | 18.18 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 13,676 | -15.74 | 1,589 | -4.45 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 171,561 | -0.41 | 20 | 11.76 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 8,801 | -6.90 | 1,022 | 5.58 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 989 | -17.45 | 115 | -6.56 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 20,437 | -13.26 | 2,374 | -1.62 | ||||
| 2025-04-23 | 13F | Aurora Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 863 | -11.58 | 90 | -9.18 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 29,797 | -4.78 | 3,461 | 8.02 | ||||
| 2025-08-14 | 13F | Betterment LLC | 396,933 | -3.17 | 46 | 12.20 | ||||
| 2025-08-14 | 13F | Comerica Bank | 64,757 | -4.38 | 7,522 | 8.46 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 12,643 | -0.28 | 1,469 | 13.10 | ||||
| 2025-08-14 | 13F | Potentia Wealth | 12,068 | -1.04 | 1,402 | 12.26 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 80,032 | -3.23 | 9,296 | 9.77 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 89,751 | -11.93 | 10,425 | -0.11 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 6,887 | -2.27 | 800 | 10.82 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 467 | -10.36 | 54 | 0.00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 6,637 | -31.32 | 771 | -22.14 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 2,698 | -18.56 | 318 | -6.19 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 13,658 | -54.83 | 1,587 | -48.77 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 5,390 | -0.99 | 626 | 12.39 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,025 | -0.74 | 235 | 12.98 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 14,443 | -5.99 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 41,072 | -1.93 | 4,955 | 15.53 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 98,854 | -15.74 | 11,483 | -4.43 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 7,178 | -1.37 | 834 | 11.81 | ||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Boston Trust Walden Corp | 19,003 | -0.34 | 2,207 | 13.06 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 16,547 | -79.07 | 1,936 | -76.08 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 8,086 | -0.74 | 939 | 12.59 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2,307 | -11.98 | 268 | -0.37 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 15,757 | -0.37 | 1,830 | 13.03 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 20,423 | -0.43 | 2,372 | 12.95 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 25,814 | -19.06 | 2,999 | -8.18 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 44,190 | -57.70 | 5 | -54.55 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,874 | -1.42 | 218 | 11.86 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 7,779 | -2.71 | 904 | 10.39 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 4,395 | -4.50 | 513 | 14.80 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 1,804 | -69.28 | 210 | -65.22 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 4,392 | -23.71 | 510 | -13.41 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 10,820 | -6.29 | 1,257 | 6.26 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 11,582 | -46.42 | 1,168 | -40.70 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 16,460 | -0.59 | 1,912 | 12.74 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 1,812 | -55.65 | 210 | -49.76 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 25,694 | -1.50 | 2,985 | 11.72 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 171,839 | -12.93 | 19,961 | -1.24 | ||||
| 2025-05-09 | 13F | Frazier Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 2,956 | -3.37 | 343 | 9.58 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 38,261 | -10.06 | 4,464 | 2.48 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 931,931 | -5.78 | 108,329 | 6.91 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 22,689 | -1.31 | 2,636 | 11.94 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11,191 | -2.86 | 1,300 | 10.18 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 48,115 | -19.63 | 5,589 | -8.84 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 22,062 | -2.13 | 2,563 | 11.01 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 11,204 | -24.56 | 1,302 | -15.56 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3,200 | -50.00 | 372 | -43.36 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 71,182 | -2.47 | 8,268 | 10.62 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 6,310 | -30.74 | 733 | -21.54 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 3,473 | -5.73 | 403 | 6.90 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 2,486 | -0.08 | 289 | 13.39 | ||||
| 2025-08-13 | 13F | Harfst & Associates, Inc. | 7,395 | -1.32 | 859 | 11.99 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 2,010 | -0.54 | 233 | 13.11 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 85,162 | -32.84 | 9,892 | -23.84 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 6,010 | -3.99 | 1 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,420 | -85.56 | 281 | -83.62 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 25,291 | -12.07 | 2,938 | -0.27 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 166 | -39.42 | 19 | -32.14 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,342 | -31.39 | 156 | -27.91 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,440,776 | -0.25 | 167,361 | 13.15 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 2,500 | -28.57 | 290 | -18.99 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 14,376 | -9.72 | 1,670 | 2.39 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 44,763 | -3.75 | 5,200 | 9.18 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 131 | -51.12 | 16 | -42.31 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 24,555 | -1.79 | 2,852 | 11.41 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 12,048 | -0.07 | 1,399 | 13.37 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 510 | -59.72 | 59 | -54.26 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 17,442 | -18.41 | 2,026 | -7.45 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 2,735 | -3.29 | 318 | 1.93 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 1,640 | -2.96 | 191 | 9.83 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 2,038 | -1.92 | 237 | 11.32 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 3,830,802 | -1.87 | 444,986 | 11.31 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 41,951 | -15.45 | 4,873 | -4.09 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 2,666 | -0.26 | 310 | 13.19 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 3,629 | -8.66 | 422 | 3.69 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2,758 | -19.85 | 320 | -9.09 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 3,813 | -4.29 | 443 | 8.33 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 2,660 | -5.27 | 0 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 3,887 | -6.94 | 452 | 5.62 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 4,274 | -20.51 | 496 | -9.82 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Romano Brothers And Company | 8,580 | -1.17 | 997 | 12.04 | ||||
| 2025-07-07 | 13F | Zevenbergen Capital Investments Llc | 6,075 | -10.00 | 706 | 2.03 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 3,051 | -0.13 | 354 | 13.46 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 4,551 | -13.33 | 529 | -1.68 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 3,549 | -12.09 | 412 | -0.24 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 3,052 | -0.10 | 355 | 13.46 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 12,451 | -57.04 | 1,446 | -51.28 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 13,703 | -8.01 | 1,592 | 4.33 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 6,130 | -0.49 | 712 | 13.02 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 4,403 | -3.57 | 511 | 9.42 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 6,954 | -10.69 | 808 | 1.25 | ||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 59,451 | -6.63 | 6,906 | 5.90 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,196,215 | -3.59 | 138,952 | 9.35 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 3,029 | -4.15 | 0 | |||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 10,125 | -16.57 | 1,176 | -5.31 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 8,843 | -3.57 | 1,027 | 9.37 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 4,811 | -2.93 | 559 | 10.06 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 144,040 | -13.80 | 16,732 | -2.22 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2,411 | -4.74 | 279 | 7.75 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 7,819 | -3.92 | 908 | 9.00 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 4,826 | -2.03 | 561 | 11.11 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 8,046 | -8.59 | 935 | 3.66 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 28,778 | -7.40 | 3,343 | 5.03 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 606 | -15.24 | 70 | -4.11 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 25,459 | -32.67 | 2,957 | -23.63 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 30,685 | -10.49 | 3,564 | 1.54 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 24,115 | -6.85 | 2,801 | 5.66 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 6,014 | -1.22 | 699 | 12.04 | ||||
| 2025-05-14 | 13F | Patten Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 4,129 | -20.41 | 480 | -9.79 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 20,010 | -26.68 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 4,353 | -9.56 | 506 | 2.64 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 30,860 | -38.28 | 3,027 | -40.88 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 4,457 | -4.40 | 518 | 8.39 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 2,560 | -34.36 | 297 | -25.56 | ||||
| 2025-05-13 | 13F | Aviso Financial Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 3,365 | -32.24 | 391 | -23.23 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 16,654 | -0.52 | 1,935 | 12.84 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 1,785 | -16.39 | 207 | -5.05 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 186,536 | -1.22 | 21,668 | 12.05 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 3,293 | -12.02 | 337 | -18.20 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 3,756 | -0.66 | 450 | 15.42 | ||||
| 2025-08-08 | 13F | Creative Planning | 182,760 | -0.18 | 21,229 | 13.23 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 10,216 | -3.83 | 1,187 | 9.11 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 6,523 | -8.32 | 758 | 3.98 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 17,217 | -11.28 | 2,000 | 0.60 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 2,771 | -15.18 | 322 | -3.89 | ||||
| 2025-04-30 | 13F | Peoples Bank /oh | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 28,636 | -2.02 | 3,326 | 11.13 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2,500 | -16.67 | 290 | -5.54 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Trillium Asset Management, Llc | 72,647 | -31.19 | 8,439 | -21.95 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 31 | -92.49 | 4 | -92.86 | ||||
| 2025-08-14 | 13F | UBS Group AG | 449,836 | -3.11 | 52,253 | 9.90 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 20,875 | -6.32 | 2,425 | 6.22 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 21,909 | -1.17 | 2,545 | 12.07 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,984,501 | -2.39 | 230,520 | 10.72 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 23,341 | -0.24 | 2,745 | 14.52 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 3,599 | -2.04 | 418 | 11.17 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 119,623 | -3.93 | 13,895 | 8.97 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4,530 | -8.11 | 526 | 4.37 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A | 34,651 | -17.36 | 4,025 | -6.24 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 4,876 | -12.03 | 566 | -0.18 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 15,037 | -7.46 | 1,747 | 4.93 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 3,188 | -0.72 | 370 | 12.80 | ||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 12,208 | -12.96 | 1,418 | -1.25 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 22,582 | -4.40 | 2,623 | 7.94 | ||||
| 2025-04-14 | 13F | Toth Financial Advisory Corp | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Wealthspan Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 8,642 | -4.26 | 1,004 | 8.55 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 5,717 | -0.56 | 664 | 12.93 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 58,652 | -10.29 | 6,813 | 1.76 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 7,735 | -12.95 | 898 | -1.32 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 14,038 | -3.57 | 1,631 | 9.40 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 35,295 | -5.19 | 4,100 | 7.53 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 6,969 | -93.08 | 810 | -92.16 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 8,598 | -0.03 | 999 | 13.41 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 3,154 | -18.71 | 366 | -7.81 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 27,872 | -2.16 | 3,238 | 10.97 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 11,237 | -1.31 | 1,305 | 11.92 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 5,657 | -11.11 | 657 | 0.92 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 4,311 | -7.21 | 501 | 5.26 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 181 | -0.55 | 21 | 16.67 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 22,287 | -8.15 | 2,589 | 4.19 | ||||
| 2025-04-25 | 13F | Benchmark Financial Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 4,585 | -4.58 | 533 | 8.13 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 27,849 | -18.60 | 3,235 | -7.68 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19,176 | -61.65 | 2,227 | -56.50 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 9,276 | -1.80 | 1,078 | 11.38 | ||||
| 2025-05-13 | 13F | DDFG, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 23,817 | -5.05 | 2,767 | 7.71 | ||||
| 2025-07-29 | 13F | Creekside Partners | 24,708 | -3.57 | 2,870 | 9.42 |
