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.
Tingkatkan ke versi premium untuk membuka data premium.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-11 | 13F | Coastwise Capital Group, LLC | 16,941 | -8.85 | 1,014 | -8.81 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
2025-04-30 | 13F | Blackhawk Capital Partners LLC. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 121,891 | -8.13 | 7,298 | -8.09 | ||||
2025-08-14 | 13F | Bramshill Investments, LLC | 1,379,695 | -23.29 | 82,602 | -23.25 | ||||
2025-07-15 | 13F | EWG Elevate Inc. | 72,628 | -0.10 | 4,348 | -0.05 | ||||
2025-05-01 | 13F | Steel Peak Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 59,755 | -5.58 | 3,578 | -5.55 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 4,962 | -33.85 | 297 | -33.71 | ||||
2025-08-04 | 13F | Wealth Management Associates, Inc. | 15,037 | -1.25 | 900 | -1.21 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 18,945 | -2.48 | 1,134 | -2.41 | ||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 8,139 | -0.70 | 487 | -0.61 | ||||
2025-07-09 | 13F | Triumph Capital Management | 259,341 | -4.97 | 15,527 | -4.93 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 182,953 | -1.86 | 10,953 | -1.81 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 51,895 | -3.49 | 3,107 | -3.45 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 111,247 | -39.44 | 6,660 | -39.41 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5,220 | -18.05 | 313 | -18.11 | ||||
2025-07-15 | 13F | Cassia Capital Partners, LLC | 156,611 | -3.58 | 9,376 | -3.53 | ||||
2025-04-24 | 13F | Trust Co Of Vermont | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | RiverTree Advisors, LLC | 172,806 | -7.49 | 10,346 | -7.44 | ||||
2025-07-30 | 13F | Paul Damon & Associates, Inc. | 34,502 | -0.67 | 2,066 | -0.63 | ||||
2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 7,251 | -11.78 | 434 | -11.61 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Summit Financial, LLC | 32,484 | -26.41 | 1,953 | -26.05 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 47,914 | -11.03 | 2,869 | -10.99 | ||||
2025-08-11 | 13F | Cannon Advisors, Inc. | 4,247 | -0.75 | 254 | -0.78 | ||||
2025-08-04 | 13F | Spire Wealth Management | 73,155 | -47.87 | 4,380 | -47.84 | ||||
2025-04-30 | 13F | Cooper Capital Advisors LLC | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Prosperity Financial Group, Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | GDS Wealth Management | 277,758 | -50.37 | 16,629 | -50.34 | ||||
2025-08-26 | 13F | Claris Financial LLC | 49,607 | -18.51 | 2,970 | -18.39 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 4,358 | -15.92 | 261 | -16.13 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 65,617 | -15.14 | 3,929 | -15.09 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 44,502 | -11.91 | 2,664 | -11.90 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 10,986 | -4.68 | 658 | -4.64 | ||||
2025-04-23 | 13F | Mattern Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | PMV Capital Advisers, LLC | 6,634 | -3.95 | 397 | -3.87 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
2025-07-03 | 13F | City Center Advisors, LLC | 3,760 | -18.15 | 225 | -18.18 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 253,273 | -1.71 | 15,163 | -1.66 | ||||
2025-07-17 | 13F | Uncommon Cents Investing LLC | 22,075 | -3.29 | 1,322 | -3.22 | ||||
2025-07-11 | 13F | Thomasville National Bank | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Advisor OS, LLC | 36,276 | -45.80 | 2,172 | -45.79 | ||||
2025-08-07 | 13F | Rathbone Brothers plc | 8,238 | -0.30 | 493 | -0.20 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 97,157 | -19.57 | 5,817 | -19.52 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 9,653 | -1.33 | 578 | -1.37 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 21,870 | -9.34 | 1,309 | -9.29 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,146,047 | -5.21 | 68,629 | -5.15 | ||||
2025-08-12 | 13F | LPL Financial LLC | 9,091,917 | -0.55 | 544,333 | -0.50 | ||||
2025-08-15 | 13F | Morgan Stanley | 13,349,403 | -0.33 | 799,229 | -0.28 | ||||
2025-07-31 | 13F | Moment Partners, LLC | 65,927 | -3.80 | 3,947 | -3.76 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 25,183 | -13.55 | 1,508 | -13.54 | ||||
2025-07-24 | 13F | Monument Capital Management | 0 | -100.00 | 0 | |||||
2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 1776 Wealth LLC | 152,278 | -16.93 | 9,117 | -16.89 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 50,970 | -18.11 | 3,052 | -18.07 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 27,274 | -16.26 | 1,633 | -16.22 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 50,280 | -9.76 | 3,010 | -9.72 | ||||
2025-07-16 | 13F | Cambridge Advisors Inc. | 19,797 | -1.14 | 1,185 | -1.09 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 41,176 | -0.29 | 2,465 | -0.12 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 7,253 | -20.09 | 434 | -20.07 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 521 | -10.17 | 31 | -8.82 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 5,511 | -6.67 | 330 | -6.80 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 91,132 | -7.27 | 5,456 | -7.23 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 248,659 | -6.05 | 14,887 | -6.00 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 8,395 | -45.46 | 502 | -45.49 | ||||
2025-05-08 | 13F | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 79,863 | -9.32 | 4,781 | -9.28 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 170,079 | -4.27 | 10,662 | 0.29 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 11,283 | -2.72 | 675 | -2.74 | ||||
2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Nordwand Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Shilanski & Associates, Inc. | 105,000 | -0.84 | 6,309 | -0.44 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 228,969 | -24.15 | 13,708 | -24.12 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | -100.00 | 0 | |||||
2025-04-30 | 13F | Fundamentun, Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F/A | Purus Wealth Management, LLC | 37,206 | -2.14 | 2,228 | -2.11 | ||||
2025-07-08 | 13F | Atwood & Palmer Inc | 400 | -93.70 | 24 | -93.93 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 69,337 | -9.74 | 4,151 | -9.68 | ||||
2025-08-01 | 13F | Wealth Watch Advisors, INC | 17,166 | -7.11 | 1,028 | -7.06 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 9,743 | -0.52 | 583 | -0.51 | ||||
2025-07-28 | 13F | Virtus Wealth Solutions LLC | 143,053 | -1.57 | 8,565 | -1.52 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 876,537 | -1.65 | 52,478 | -1.60 | ||||
2025-04-02 | 13F/A | Industrial Alliance Investment Management Inc. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Dunhill Financial, LLC | 68 | -81.32 | 4 | -80.95 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 3,793 | -9.99 | 227 | -9.92 | ||||
2025-07-24 | 13F | SLT Holdings LLC | 20,603 | -22.30 | 1,234 | -22.26 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 29,255 | -18.57 | 1,751 | -18.52 | ||||
2025-05-02 | 13F | SageOak Financial, LLC | 0 | -100.00 | 0 | |||||
2025-04-30 | 13F | Sofos Investments, Inc. | 150 | -68.29 | 9 | -71.43 | ||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 3,544 | -10.57 | 212 | -10.55 | ||||
2025-07-08 | 13F | Paladin Wealth, LLC | 17,695 | -8.09 | 1,059 | -8.07 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 15,124 | -4.74 | 905 | -4.64 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 5,172 | -3.54 | 310 | -3.44 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 19,626 | -1.89 | 1,175 | -1.84 | ||||
2025-07-18 | 13F | Brueske Advisory Services, LLC | 31,366 | -5.31 | 1,878 | -5.30 | ||||
2025-08-14 | 13F | Prelude Capital Management, Llc | 8,040 | -7.96 | 481 | -7.85 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 44,668 | -28.85 | 2,674 | -28.83 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 20,432 | -12.18 | 1,223 | -12.14 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 23,225 | -58.76 | 1,390 | -58.74 | ||||
2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 16,970 | -13.18 | 1,016 | -13.17 | ||||
2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 8,977 | -3.82 | 537 | -3.76 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 13,454 | -64.88 | 805 | -64.86 | ||||
2025-05-13 | 13F | Old Point Trust & Financial Services N A | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-08 | 13F | GK Wealth Management LLC | 4,362 | -1.27 | 261 | -1.14 | ||||
2025-08-13 | 13F | Stenger Family Office, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 6,930 | -3.48 | 416 | -3.48 | ||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 60,459 | -0.49 | 3,620 | -0.44 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 236,392 | -26.84 | 14,153 | -26.80 | ||||
2025-08-14 | 13F | Schwallier Wealth Management LLC | 126,318 | -8.96 | 7,563 | -8.91 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 78,140 | -10.38 | 4,695 | -10.37 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 423,183 | -0.89 | 25,336 | -0.85 | ||||
2025-07-10 | 13F | White Wing Wealth Management | 3,893 | -2.63 | 233 | -2.51 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 7,247 | -0.45 | 434 | -0.46 | ||||
2025-04-04 | 13F | Three Seasons Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Hansen & Associates Financial Group, Inc. | 1,048,597 | -18.42 | 62,989 | -18.16 | ||||
2025-08-01 | 13F | Capital Investment Counsel, LLC | 9,903 | -12.32 | 593 | -12.30 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Maripau Wealth Management Llc | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | TD Capital Management LLC | 161,673 | -6.78 | 9,679 | -6.74 | ||||
2025-04-18 | 13F | Rakuten Securities, Inc. | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 45,546 | -5.97 | 2,727 | -5.94 | ||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 54,050 | -0.23 | 3,236 | -0.19 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 61 | -96.19 | 4 | -96.84 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 14,528 | -24.57 | 870 | -24.57 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 46,509 | -6.30 | 2,785 | -6.26 | ||||
2025-07-10 | 13F | Guided Capital Wealth Management, LLC | 16,916 | -23.58 | 1,013 | -23.56 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 4,472 | -44.65 | 268 | -44.72 | ||||
2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 3,974 | -62.52 | 238 | -62.62 | ||||
2025-07-11 | 13F | Brendel Financial Advisors LLC | 4,199 | -15.82 | 0 | |||||
2025-08-11 | 13F | Chiron Capital Management, Llc | 14,491 | -21.21 | 868 | -21.18 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 394,678 | -4.58 | 23,629 | -4.53 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,052,295 | -3.04 | 63 | -1.56 | ||||
2025-05-14 | 13F | REAP Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 2,586,908 | -18.96 | 154,878 | -18.92 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 1,383,736 | -4.42 | 82,844 | -4.37 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 23,863 | -11.76 | 1,429 | -11.74 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 46,267 | -6.55 | 2,770 | -6.48 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 143,773 | -11.72 | 8,608 | -11.68 | ||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 11,477 | -6.76 | 687 | -6.66 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 4,863 | -2.60 | 291 | -2.35 | ||||
2025-08-05 | 13F | Sebold Capital Management, Inc. | 65,457 | -21.61 | 3,919 | -21.58 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 6,954 | -1.59 | 416 | -1.42 | ||||
2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 5,874 | -9.23 | 352 | -9.30 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 29,255 | -18.57 | 1,751 | -18.52 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 6,552 | -83.74 | 392 | -83.71 | ||||
2025-08-08 | 13F | Creative Planning | 14,488 | -0.71 | 867 | -0.69 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 18,026 | -5.35 | 1,079 | -5.27 | ||||
2025-08-01 | 13F | United Capital Management of KS, Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 48,328 | -9.29 | 2,893 | -9.25 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 3,484 | -4.13 | 209 | -4.15 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
2025-05-09 | 13F | Northern Oak Wealth Management Inc | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 50,447 | -27.43 | 3,026 | -27.26 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 131,617 | -17.64 | 7,895 | -17.73 | ||||
2025-07-22 | 13F | Strid Group, LLC | 17,605 | -4.66 | 1,054 | -4.62 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 188,763 | -2.88 | 11,301 | -2.83 | ||||
2025-07-29 | 13F | Private Trust Co Na | 32,655 | -19.06 | 1,955 | -19.01 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 85,993 | -0.30 | 5,148 | -0.25 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 5,700 | -60.33 | 341 | -60.30 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 756,990 | -1.70 | 45,321 | -1.65 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 87,056 | -1.09 | 5,216 | -0.97 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 28,852 | -18.66 | 1,727 | -18.61 | ||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 95,196 | -10.15 | 5,699 | -10.10 | ||||
2025-04-25 | 13F | Naviter Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | Inspire Advisors, LLC | 4,750 | -35.04 | 284 | -35.01 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 35,509 | -1.18 | 2,126 | -1.16 | ||||
2025-08-14 | 13F | UBS Group AG | 3,279,956 | -2.26 | 196,371 | -2.21 | ||||
2025-08-12 | 13F | Archer Investment Corp | 9,933 | -0.21 | 595 | -0.17 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 17,358 | -5.43 | 1,039 | -5.37 | ||||
2025-07-14 | 13F | Financial Enhancement Group LLC | 56,080 | -53.61 | 3,359 | -53.64 | ||||
2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 5,917 | -7.68 | 354 | -7.57 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 34,707 | -7.32 | 2,078 | -7.19 | ||||
2025-08-11 | 13F | Core Wealth Partners LLC | 33,114 | -32.56 | 1,983 | -32.54 | ||||
2025-08-14 | 13F | KKM Financial LLC | 17,498 | -21.66 | 1,048 | -21.63 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 84,749 | -22.18 | 5,092 | -22.14 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 10,305 | -94.00 | 617 | -94.01 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 236,180 | -1.00 | 14,140 | -0.95 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 136,085 | -29.90 | 8 | -27.27 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 8,776 | -5.49 | 525 | -5.41 | ||||
2025-08-05 | 13F | Holistic Financial Partners | 7,611 | -37.68 | 456 | -37.67 | ||||
2025-07-25 | 13F | Transcendent Capital Group LLC | 153,246 | -32.16 | 9,175 | -32.13 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Client First Investment Management LLC | 4,256 | -8.12 | 255 | -8.30 | ||||
2025-08-12 | 13F | Del-Sette Capital Management, LLC | 4,346 | -9.80 | 260 | -9.72 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 12,145 | -9.74 | 727 | -9.69 | ||||
2025-08-05 | 13F | Welch & Forbes Llc | 36,389 | -0.44 | 2,179 | -0.41 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Brown Financial Advisors | 15,561 | -1.54 | 932 | -1.48 | ||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 28,630 | -5.68 | 1,714 | -5.62 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 7,818 | -25.30 | 468 | -25.24 | ||||
2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 89,006 | -9.96 | 5,329 | -9.92 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 42,325 | -2.67 | 3 | 0.00 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 288,092 | -4.37 | 17,248 | -4.32 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 217,045 | -22.83 | 12,994 | -22.79 | ||||
2025-07-24 | 13F | Columbia Advisory Partners Llc | 3,856 | -19.23 | 231 | -19.30 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 17,907 | -1.27 | 1,072 | -1.20 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1,558 | -17.91 | 93 | -17.70 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 12,476 | -46.07 | 747 | -46.10 | ||||
2025-08-06 | 13F | Fairway Financial, LLC | 96,787 | -0.07 | 5,795 | -0.02 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 8,830 | -54.62 | 529 | -54.64 | ||||
2025-05-01 | 13F | Acorn Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 67,742 | -1.34 | 4,056 | -1.29 | ||||
2025-07-11 | 13F | Shelton Wealth Management, Llc | 208,380 | -4.91 | 12,476 | -4.87 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 34,588 | -8.00 | 2,071 | -7.96 | ||||
2025-07-29 | 13F | Manchester Financial Inc | 221,657 | -14.06 | 13,271 | -14.02 | ||||
2025-08-11 | 13F | Tidemark, LLC | 5,431 | -1.02 | 325 | -0.91 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 14,915 | -6.20 | 893 | -6.20 | ||||
2025-05-15 | 13F | Modern Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8,738 | -6.80 | 523 | -6.77 | ||||
2025-07-28 | 13F | Lunt Capital Management, Inc. | 6,860 | -2.22 | 411 | -2.15 | ||||
2025-08-04 | 13F | Atria Investments Llc | 316,048 | -1.06 | 18,922 | -1.01 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 4,000 | -0.60 | 239 | -0.42 | ||||
2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 4,511 | -21.62 | 270 | -21.51 | ||||
2025-05-02 | 13F | Sachetta, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Larson Financial Group LLC | 1,493 | -4.60 | 89 | -4.30 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 36,700 | -0.94 | 2,197 | -0.54 | ||||
2025-07-16 | 13F | EdgeRock Capital LLC | 109,713 | -11.35 | 6,576 | -11.20 | ||||
2025-07-02 | 13F | Crumly & Associates Inc. | 0 | -100.00 | 0 | |||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 53,078 | -53.47 | 3,178 | -53.45 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 8,371 | -42.36 | 501 | -42.28 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 430,606 | -1.25 | 25,783 | -1.19 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 28,771 | -0.85 | 1,723 | -0.81 |