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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Greenline Partners, LLC | 2,784 | -3.30 | 626 | 8.12 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 10,844 | -0.03 | 2,439 | 11.68 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 208,041 | -0.79 | 47,180 | 15.84 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 44,497 | -0.13 | 10,008 | 11.55 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 22,405 | -9.24 | 5,039 | 1.37 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 5,433 | -3.72 | 1,222 | 7.57 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 3,545 | -32.71 | 797 | -24.81 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 6,456 | -3.77 | 1,452 | 7.48 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Zhang Financial LLC | 24,724 | -14.87 | 5,561 | -4.91 | ||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 2,543 | -31.16 | 572 | -23.15 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 423,464 | -0.70 | 95,246 | 10.91 | ||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 131,962 | -0.21 | 29,681 | 11.46 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 9,135 | -0.20 | 2,055 | 11.45 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 1,482 | -0.07 | 333 | 11.74 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 5,275 | -0.17 | 1,186 | 11.47 | ||||
| 2025-04-25 | 13F | Red Tortoise LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 44,118 | -4.14 | 9,923 | 7.07 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 4,402 | -8.96 | 990 | 1.75 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6,244 | -14.83 | 1,404 | -4.88 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 993 | -63.76 | 223 | -59.53 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1,574 | -1.87 | 354 | 9.94 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,300 | -65.79 | 292 | -61.83 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 12,596 | -1.04 | 2,833 | 10.53 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 2,933 | -1.05 | 660 | 10.57 | ||||
| 2025-05-05 | 13F | Gries Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 4,581 | -0.50 | 1,030 | 11.11 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 33,880 | -4.13 | 7,620 | 7.10 | ||||
| 2025-06-24 | NP | MWFQX - MainStay Equity ETF Allocation Fund Class R3 | 154,584 | -12.54 | 30,962 | -19.78 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 4,327 | -2.28 | 976 | 9.43 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 69,702 | -3.84 | 15,677 | 7.40 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 40,361 | -5.10 | 9,078 | 5.99 | ||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 877 | -96.39 | 5,454 | 11.35 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 1,200 | -11.11 | 270 | -0.74 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 12,415 | -0.57 | 2,792 | 11.06 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 4,147 | -2.33 | 933 | 9.01 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 1,175 | -17.95 | 264 | -8.33 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 27,394 | -1.05 | 6,161 | 10.51 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 18,560 | -1.17 | 4,175 | 10.39 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 7,981 | -4.93 | 1,799 | 6.45 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 2,532 | -45.61 | 576 | -38.63 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 163,393 | -0.04 | 36,750 | 11.64 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 2,046 | -12.94 | 460 | -2.75 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 118,638 | -2.47 | 26,684 | 8.94 | ||||
| 2025-05-05 | 13F | Midwest Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Investment Management | 6,456 | -7.37 | 1,452 | 3.49 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 2,200 | -2.09 | 495 | 9.29 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 1,147 | -4.18 | 258 | 7.05 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5,612 | -28.19 | 1,262 | -19.77 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 73,334 | -1.10 | 16,494 | 10.46 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 71 | -7.79 | 16 | 0.00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5,010 | -8.86 | 1,127 | 1.81 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 1,027 | -37.83 | 231 | -30.72 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 9,836 | -6.96 | 2,212 | 3.95 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 28,837 | -1.63 | 6 | 20.00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | JustInvest LLC | 2,285 | -0.13 | 517 | 12.17 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 6,807 | -0.34 | 1,531 | 11.35 | ||||
| 2025-08-13 | 13F | CMC Financial Group | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 1,105 | -19.34 | 249 | -9.82 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 59,049 | -30.29 | 13,281 | -26.27 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 1,977 | -7.92 | 445 | 2.78 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 72,287 | -0.39 | 16,259 | 11.25 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 39,739 | -3.94 | 8,938 | 7.29 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 427,145 | -5.11 | 96,040 | 5.91 | ||||
| 2025-05-01 | 13F | Key FInancial Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 587,587 | -1.20 | 132,160 | 10.35 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 1,631 | -5.01 | 367 | 6.09 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 9,966 | -23.40 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 25,717 | -1.55 | 5,784 | 9.96 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,616 | -62.64 | 363 | -58.28 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 986 | -9.62 | 222 | 0.91 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 26 | -55.17 | 6 | -54.55 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 23,022 | -1.87 | 5,178 | 9.61 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 37,605 | -3.70 | 8,458 | 7.57 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 2,200 | -43.59 | 495 | -37.07 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 92,218 | -5.97 | 20,742 | 5.02 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2,351 | -26.07 | 473 | -30.03 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 197,881 | -1.42 | 44,507 | 10.10 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 24,464 | -0.92 | 5,516 | 10.92 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 9,294 | -0.34 | 2,090 | 11.29 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 350 | -12.72 | 79 | -2.50 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 4,053 | -6.89 | 912 | 4.00 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 8,430 | -1.04 | 2 | 0.00 | ||||
| 2025-05-02 | 13F | Fortis Group Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 1,771 | -1.34 | 398 | 10.25 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 20,422 | -3.57 | 4,593 | 7.69 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 1,875 | -10.37 | 0 | |||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 29,076 | -0.81 | 6,540 | 10.79 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 15,588 | -16.52 | 3,506 | -6.76 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 2,362 | -0.34 | 533 | 11.53 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 5,372 | -17.57 | 1,208 | -7.93 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 2,040 | -0.05 | 459 | 11.44 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 1,718 | -0.64 | 386 | 10.92 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 70,796 | -4.39 | 15,923 | 6.79 | ||||
| 2025-05-02 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 2,491 | -5.82 | 573 | 7.71 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10,290 | -27.77 | 2,331 | -18.79 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 3,941 | -81.05 | 886 | -40.78 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 142 | -71.08 | 32 | -67.35 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 71,212 | -10.28 | 16,017 | 0.21 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 3,047 | -1.55 | 614 | -6.84 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 15,494 | -0.46 | 3,485 | 11.17 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 16,855 | -0.44 | 3,791 | 11.21 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2,308 | -12.74 | 1 | |||||
| 2025-06-24 | NP | MNERX - MainStay Conservative ETF Allocation Fund Class R3 | 21,679 | -33.06 | 4,342 | -38.59 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 97,988 | -3.13 | 22,049 | 8.17 | ||||
| 2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2,664 | -6.16 | 599 | 4.90 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 5,135 | -10.63 | 1,155 | -0.17 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6,643 | -89.81 | 1,494 | -88.62 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 385 | -59.56 | 87 | -54.97 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 1,170 | -1.52 | 236 | -6.75 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 2,922 | -45.93 | 657 | -39.61 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 10,939 | -1.59 | 2,476 | 8.65 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 11,492 | -18.40 | 2,591 | -8.64 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 11,614 | -0.09 | 2,612 | 11.62 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2,825 | -0.70 | 635 | 10.82 | ||||
| 2025-05-06 | 13F | Opes Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 22,960 | -1.05 | 5,177 | 10.79 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 97,864 | -0.19 | 22,011 | 11.48 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 270,624 | -0.85 | 60,869 | 10.75 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1,191 | -0.25 | 268 | 11.25 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 18,484 | -1.26 | 4,158 | 10.29 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 920 | -11.45 | 207 | -0.96 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 2,113 | -18.61 | 475 | -9.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,333 | -8.45 | 300 | -3.24 | ||||
| 2025-06-24 | NP | MDAKX - MainStay Moderate ETF Allocation Fund Class C | 146,234 | -17.18 | 29,289 | -24.04 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 1,400 | -67.93 | 314 | -62.78 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 3,629 | -1.95 | 816 | 9.53 | ||||
| 2025-04-21 | 13F | Matthew Goff Investment Advisor, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 860 | -18.87 | 193 | -9.39 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 1,323 | -90.33 | 298 | -89.22 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 9,964 | -2.48 | 2,241 | 8.95 | ||||
| 2025-05-15 | 13F | Lazard Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 25,439 | -1.57 | 5,722 | 9.93 | ||||
| 2025-05-13 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 2,426 | -0.21 | 546 | 11.45 | ||||
| 2025-03-24 | 13F | Fulcrum Equity Management | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 145,990 | -5.42 | 32,836 | 5.64 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 9,442 | -9.21 | 2,124 | 1.38 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 6,245 | -34.27 | 1,405 | -26.61 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | MOEAX - MainStay Growth ETF Allocation Fund Class A | 155,119 | -13.39 | 31,069 | -20.56 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 894 | -94.91 | 201 | -94.32 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 35,364 | -3.61 | 7,954 | 7.68 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 3,038 | -77.31 | 1 | -100.00 | ||||
| 2025-04-16 | 13F/A | Western Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | One Capital Management, LLC | 165,799 | -4.63 | 37,292 | 6.51 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 986 | -9.62 | 222 | 0.91 | ||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,295 | -41.45 | 741 | -35.28 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 1,036 | -1.33 | 234 | 10.43 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 3,620 | -2.56 | 814 | 8.82 | ||||
| 2025-05-12 | 13F | Waterloo Capital, L.P. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 1,721 | -2.82 | 404 | 14.12 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 13,715 | -1.15 | 3,085 | 10.38 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 192 | -3.52 | 43 | 7.50 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 13,565 | -6.87 | 3,051 | 4.02 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5,409 | -93.69 | 1,217 | -92.95 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 13,877 | -2.58 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 395 | -51.95 | 89 | -46.67 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 154,351 | -2.57 | 31,083 | -7.74 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 13,071 | -25.86 | 2,940 | -17.21 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 1,502 | -0.33 | 338 | 11.22 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 1,488 | -0.87 | 335 | 10.60 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1,778 | -1.77 | 400 | 9.62 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 23,247 | -5.34 | 5,230 | 5.74 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 2,511 | -2.33 | 565 | 9.09 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 415,956 | -0.23 | 93,557 | 11.44 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 3,200 | -8.57 | 720 | 2.13 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 20,917 | -3.35 | 4,705 | 7.94 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,575,618 | -0.29 | 354,388 | 11.36 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1,638 | -20.68 | 368 | -11.33 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9,565 | -28.23 | 2,151 | -19.41 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10,789 | -23.22 | 2,427 | -14.25 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 46,875 | -0.94 | 10,543 | 10.64 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 19,270 | -5.00 | 4 | 0.00 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2,243 | -2.18 | 504 | 9.33 | ||||
| 2025-05-13 | 13F | Knuff & Co LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | RHS Financial, LLC | 1,344 | -69.00 | 302 | -65.41 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 533 | -98.91 | 120 | -98.79 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 9,280 | -0.51 | 2,087 | 11.13 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 |
