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 | Legacy Investment Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 1,790 | -1.59 | 217 | 8.50 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 135,886 | -1.03 | 14,863 | -6.01 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 47,401 | -1.89 | 5,754 | 8.18 | ||||
| 2025-04-29 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 16,037 | -6.92 | 1,947 | 6.57 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 77,453 | -0.11 | 9,401 | 10.15 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 65,851 | -5.71 | 7,993 | 3.97 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 16,426 | -8.37 | 1,994 | 1.01 | ||||
| 2025-05-08 | 13F | Heritage Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 49,329 | -12.04 | 5,988 | -3.01 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 128,389 | -5.65 | 15,584 | 10.34 | ||||
| 2025-05-08 | 13F | One Charles Private Wealth Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 27,031 | -7.11 | 3,281 | 2.44 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 13,247 | -3.14 | 1,458 | -7.43 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 5,744 | -22.52 | 697 | -14.58 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 502,401 | -2.28 | 60,981 | 7.75 | ||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | -100.00 | 0 | |||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 63,590 | -0.55 | 7,719 | 9.66 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 81 | -47.40 | 10 | -43.75 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 1,207,932 | -2.33 | 146,619 | 7.69 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 398,351 | -0.98 | 48,352 | 9.19 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 81,851 | -5.23 | 9,935 | 4.50 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 443 | -94.14 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 42,586 | -2.28 | 5,169 | 7.75 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | VeraBank, N.A. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 5,337 | -0.37 | 648 | 9.85 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,586 | -7.68 | 191 | 2.14 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 54 | -76.82 | 7 | -76.00 | ||||
| 2025-05-05 | 13F | Genesis Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 27,046 | -6.51 | 3,283 | 3.08 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 155,581 | -3.08 | 17,126 | -7.37 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 945 | -15.25 | 115 | -6.56 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 76,472 | -5.71 | 9,282 | 3.98 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 85,177 | -0.70 | 10,339 | 9.49 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 27,636 | -4.56 | 3,355 | 5.24 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 1,889 | -5.03 | 229 | 5.05 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3,564 | -17.27 | 433 | -8.86 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 626 | -11.46 | 69 | -16.05 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 8,000 | -43.44 | 971 | -37.60 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 6,787 | -17.02 | 824 | -8.56 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 204,396 | -15.50 | 24,775 | -7.00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Tower View Investment Management & Research LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 45,622 | -11.99 | 5,538 | -2.96 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 3,571 | -36.31 | 433 | -29.82 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 2,982 | -5.93 | 364 | 3.12 | ||||
| 2025-07-17 | 13F | KWB Wealth | 3,737 | -14.33 | 411 | -18.13 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 212,708 | -0.31 | 25,819 | 9.92 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 103,595 | -3.42 | 12,574 | 6.51 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18,737 | -1.51 | 2,274 | 8.60 | ||||
| 2025-08-19 | NP | GAPIX - Goldman Sachs Dynamic Global Equity Fund Institutional | 135,595 | -5.64 | 16,459 | 4.05 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 4,304 | -9.94 | 522 | -0.76 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 15,141 | -6.04 | 1,838 | 3.61 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 5,000 | -34.23 | 607 | -27.51 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 403 | -13.52 | 49 | -5.88 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 3,343 | -10.66 | 406 | -1.46 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 7,281 | -33.74 | 802 | -38.53 | ||||
| 2025-04-14 | 13F | Bank of New Hampshire | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 1,651 | -45.53 | 200 | -39.94 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 2,042 | -3.08 | 225 | -7.44 | ||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 11,503 | -1.28 | 1,396 | 8.89 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 166,877 | -0.01 | 20,256 | 10.26 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 677 | -39.61 | 82 | -33.33 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 17,085 | -7.44 | 2,074 | 2.07 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6,909,934 | -0.57 | 838,728 | 9.63 | ||||
| 2025-05-09 | 13F | Cary Street Partners Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 37,902 | -3.74 | 4,601 | 6.14 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 694,413 | -9.07 | 84,288 | 0.27 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 12,963 | -3.76 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 19,265 | -0.41 | 2,338 | 9.82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 29,751,625 | -0.60 | 3,611,252 | 9.60 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 128,549 | -8.98 | 15,603 | 0.37 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 4,188 | -13.63 | 461 | -17.38 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 153,040 | -3.77 | 18,576 | 6.11 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 2,466 | -16.49 | 299 | -8.00 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 298 | -41.11 | 36 | -34.55 | ||||
| 2025-05-07 | 13F | Nvwm, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3,614 | -13.64 | 439 | -4.78 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 3,851 | -18.46 | 467 | -10.02 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 256,297 | -20.49 | 31,109 | -12.33 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 18,520 | -23.30 | 2,248 | -15.46 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 8,042 | -4.68 | 1,005 | 8.30 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5,127 | -1.40 | 622 | 8.74 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 55,616 | -1.58 | 6,751 | 8.52 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 2,910 | -12.16 | 353 | -3.02 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5,129 | -1.59 | 623 | 8.55 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 33,095 | -2.10 | 4,017 | 7.95 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 22,675 | -0.55 | 2,752 | 9.69 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 12,125 | -5.38 | 1,472 | 4.33 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 3,861 | -18.92 | 469 | -10.69 | ||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 2,743 | -0.90 | 333 | 9.21 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 1,986 | -0.05 | 243 | 16.83 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,140 | -17.09 | 138 | -8.61 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,109 | -29.99 | 135 | -22.99 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 228,474 | -0.10 | 27,732 | 9.97 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 24,991 | -1.70 | 3,033 | 8.40 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 335 | -46.23 | 41 | -41.18 | ||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 12,880 | -7.20 | 1,563 | 2.36 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | SFE Investment Counsel | 3,960 | -80.85 | 481 | -78.91 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 60,031 | -15.80 | 7,287 | -7.16 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 17,975 | -53.61 | 2,182 | -48.86 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 42,973 | -3.25 | 5,216 | 6.69 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 105,089 | -1.19 | 12,756 | 8.94 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 4,239 | -0.66 | 515 | 9.59 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 13,026 | -0.21 | 1,581 | 10.10 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 429,334 | -1.16 | 52 | 10.64 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 5,800 | -93.18 | 704 | -92.48 | |||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 2,894 | -99.18 | 351 | -99.10 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 132 | -47.20 | 16 | -40.74 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 1,943 | -4.94 | 236 | 4.44 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 8,362 | -2.85 | 1,015 | 7.07 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 189 | -56.55 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 495 | -34.00 | 60 | -26.83 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 3,761 | -22.15 | 457 | -14.12 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 13,848 | -1.47 | 1,681 | 8.60 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 1,941 | -0.87 | 236 | 9.30 | ||||
| 2025-04-29 | 13F | Brookstone Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Vanguard Group Inc | 7,627 | -4.11 | 926 | 5.71 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 1,964 | -19.28 | 238 | -10.86 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3,743 | -1.50 | 468 | 13.63 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 310 | -38.00 | 38 | -32.73 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 11,741 | -4.23 | 1,425 | 5.63 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 693,952 | -8.18 | 84 | 0.00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 3,595 | -7.56 | 436 | 1.87 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 294,494 | -23.33 | 36 | -16.67 | ||||
| 2025-05-07 | 13F | Advantage Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 19,790 | -0.54 | 2,402 | 9.68 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 53,463 | -3.37 | 6,489 | 6.55 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 47,742 | -10.31 | 5,795 | -1.11 | ||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Hixon Zuercher, LLC | 85,039 | -5.60 | 10,322 | 4.09 | ||||
| 2025-08-14 | 13F | Comerica Bank | 89,881 | -3.07 | 10,910 | 6.88 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 20,354 | -12.85 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 15,150 | -8.64 | 1,839 | 0.71 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 4,731 | -0.04 | 574 | 10.38 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 11,704 | -9.68 | 1,421 | -4.83 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 3,246 | -64.04 | 394 | -60.42 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 7,445 | -0.04 | 904 | 10.26 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 68,593 | -1.36 | 8,326 | 8.75 | ||||
| 2025-05-12 | 13F | Berger Financial Group, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4,172 | -22.97 | 506 | -15.10 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 31,244 | -0.81 | 3,792 | 9.37 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 2,239 | -36.41 | 272 | -29.97 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | White Lighthouse Investment Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Flywheel Private Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Regions Financial Corp | 23,160 | -0.68 | 2,811 | 9.55 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 376,614 | -3.81 | 45,713 | 6.06 | ||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2,584 | -27.56 | 314 | -20.15 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 3,878 | -5.37 | 471 | 4.21 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Ledyard National Bank | 104,945 | -1.52 | 12,738 | 8.59 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 105,293 | -1.18 | 12,780 | 8.96 | ||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 80,056 | -1.84 | 9,717 | 8.24 | ||||
| 2025-04-10 | 13F | Charles Schwab Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 865 | -1.93 | 105 | 7.22 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1,773 | -3.11 | 215 | 6.97 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 5,394 | -7.32 | 655 | 2.19 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 2,809 | -0.35 | 341 | 9.68 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 633 | -17.25 | 77 | -9.52 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 3,905 | -35.13 | 474 | -28.55 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 355,944 | -0.21 | 43,204 | 10.03 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 254,746 | -6.04 | 30,921 | 3.61 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 7,449 | -0.75 | 904 | 23.33 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 271,060 | -6.39 | 32,902 | 3.22 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 207,455 | -7.41 | 25,101 | 3.28 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 94,655 | -1.41 | 11 | 10.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 65,417 | -0.20 | 7,940 | 10.05 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 35,189 | -1.04 | 4,271 | 9.12 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 510,081 | -19.05 | 62,684 | -9.63 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 6,324 | -62.18 | 768 | -58.32 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 7,441 | -6.52 | 903 | 3.08 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 447 | -15.82 | 54 | -6.90 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 144,295 | -31.98 | 17,514 | -25.00 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 167,697 | -1.74 | 20,355 | 8.35 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 25,374 | -0.46 | 3,080 | 9.77 | ||||
| 2025-07-24 | 13F | GFG Capital, LLC | 177,119 | -62.97 | 21,499 | -50.99 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 145,280 | -0.41 | 17,634 | 9.81 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 233,364 | -7.82 | 28,326 | 1.64 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 11,352 | -1.30 | 1,378 | 8.77 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 9,790 | -1.45 | 1,188 | 8.69 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 21,132 | -0.33 | 2,565 | 9.94 | ||||
| 2025-07-16 | 13F | American National Bank | 31,445 | -8.20 | 3,817 | 1.22 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 2,180 | -1.40 | 265 | 8.64 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 11,061 | -23.28 | 1,343 | -15.38 | ||||
| 2025-08-14 | 13F | UBS Group AG | 606,911 | -2.80 | 73,667 | 7.18 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 10,088 | -3.88 | 1,240 | 7.27 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 151,425 | -1.07 | 18,380 | 11.54 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 283 | -12.38 | 31 | -16.22 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 100 | -61.83 | 12 | -60.71 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 113 | -9.60 | 14 | 0.00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 12 | -93.22 | 1 | -94.74 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 17,077 | -3.76 | 2,073 | 6.09 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 720 | -92.05 | 87 | -91.27 | ||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 52,476 | -0.63 | 6,370 | 9.56 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 116,477 | -2.25 | 14,138 | 7.78 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 760 | -20.75 | 92 | -12.38 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Alexis Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 2,143 | -1.79 | 260 | 8.33 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 1,866,322 | -0.03 | 225,339 | 10.36 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 22,309 | -42.14 | 2,715 | -36.03 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 746 | -2.36 | 91 | 7.14 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 442,542 | -1.68 | 48,715 | -6.03 | ||||
| 2025-05-14 | 13F | Straightline Group Llc | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 |
