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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Tudor Financial Inc. | 119,370 | -21.66 | 1,329 | -22.29 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 25,687 | -9.97 | 286 | -10.94 | ||||
| 2025-05-13 | 13F | Howard Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 5,404 | -5.26 | 60 | -4.76 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 31,716 | -51.27 | 353 | -51.64 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 15,665 | -35.86 | 174 | -36.50 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 363,558 | -5.46 | 4,046 | -6.21 | ||||
| 2025-07-22 | 13F | Iowa State Bank | 65,062 | -35.85 | 724 | -36.32 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 53,988 | -5.27 | 601 | -6.10 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 27,640 | -3.59 | 308 | -4.36 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 48,286 | -67.57 | 537 | -67.84 | ||||
| 2025-04-08 | 13F | Lantz Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 10,585 | -4.33 | 118 | -5.65 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 203,478 | -18.12 | 2,265 | -18.79 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 112,722 | -10.45 | 1,255 | -11.19 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 68,857 | -0.17 | 773 | -0.13 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11,588 | -11.44 | 129 | -12.33 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 134,965 | -8.95 | 1,502 | -9.68 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | First United Bank Trust/ | 4,060 | -23.61 | 45 | -23.73 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 50,104 | -6.52 | 558 | -7.32 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5,624 | -1.68 | 63 | -3.12 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 14,512 | -7.25 | 162 | -9.04 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 26,384 | -1.65 | 294 | -2.66 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | Ehrlich Financial Group | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 102,385 | -46.40 | 1,140 | -46.85 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Rockland Trust Co | 48,604 | -0.42 | 541 | -1.28 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 22,301 | -2.56 | 248 | -3.12 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 24,112 | -80.36 | 268 | -80.54 | ||||
| 2025-05-15 | 13F | Barclays Plc | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Dynamic Advisor Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | CAP Partners, LLC | 14,219 | -0.52 | 158 | -1.25 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 10,909 | -84.21 | 121 | -84.39 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 24,085 | -10.14 | 268 | -10.96 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 12,675 | -9.69 | 141 | -10.19 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 11,433 | -59.79 | 128 | -60.86 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 11,823 | -3.73 | 132 | -4.38 | ||||
| 2025-08-28 | NP | BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares | Short | -1,000,000 | -110 | |||||
| 2025-08-14 | 13F | Comerica Bank | 183,867 | -5.60 | 2,046 | -6.36 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 65,967 | -11.66 | 734 | -12.31 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 725 | -74.99 | 8 | -75.00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 118,618 | -0.51 | 1,320 | -1.27 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 25,063 | -14.79 | 279 | -15.76 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 407,975 | -7.02 | 4,541 | -7.78 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 48,536 | -11.87 | 540 | -12.48 | ||||
| 2025-06-25 | NP | FPE - First Trust Preferred Securities and Income ETF This fund is a listed as child fund of First Trust Advisors Lp 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 | 3,995,460 | -36.05 | 44,070 | -38.93 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 92,811 | -0.91 | 1,033 | -1.71 | ||||
| 2025-05-07 | 13F | Pin Oak Investment Advisors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 48,574 | -6.45 | 541 | -7.22 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 56,383 | -4.41 | 628 | -5.14 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 158 | -97.69 | 2 | -98.68 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 8,255 | -76.58 | 92 | -76.96 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 22,357 | -55.24 | 249 | -55.71 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 40,461 | -8.81 | 450 | -9.46 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 3,805 | -69.81 | 42 | -70.21 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 21,803 | -19.39 | 243 | -20.13 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 2,506 | -3.21 | 28 | -6.90 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 399 | -11.14 | 4 | -20.00 | ||||
| 2025-08-12 | 13F | Up Strategic Wealth Investment Advisors Llc | 11,743 | -13.42 | 131 | -14.47 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 500 | -37.50 | 6 | -37.50 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 38,526 | -6.07 | 429 | -6.96 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 152,655 | -75.04 | 2 | -83.33 | ||||
| 2025-04-22 | 13F | PFG Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 519,399 | -39.75 | 9,586 | -0.89 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 25,131 | -2.17 | 280 | -3.12 | ||||
| 2025-05-14 | 13F | Synovus Financial Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 29,388 | -19.55 | 327 | -20.05 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 15,657 | -2.53 | 174 | -3.33 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 40,059 | -4.39 | 446 | -5.32 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 168,236 | -69.42 | 1,872 | -69.67 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 16,880 | -3.16 | 188 | -4.10 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 40,092 | -5.43 | 446 | -6.11 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 31,097 | -1.53 | 346 | -2.26 | ||||
| 2025-05-15 | 13F | Centaurus Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 186,413 | -3.19 | 2,075 | -3.98 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 645,312 | -0.55 | 7,182 | -1.35 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Old Point Trust & Financial Services N A | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 461,867 | -1.02 | 5,141 | -1.81 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 161,347 | -2.35 | 1,796 | -3.13 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 70,395 | -21.87 | 783 | -22.48 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Golden State Equity Partners | 12,996 | -0.03 | 145 | -0.69 | ||||
| 2025-05-08 | 13F | Heritage Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | EP Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 471,310 | -3.41 | 5,246 | -4.18 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 11,334 | -13.99 | 127 | -16.45 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 132,720 | -28.48 | 1,477 | -30.95 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10,339 | -1.47 | 115 | -1.71 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 166,514 | -5.62 | 1,853 | -6.37 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 29,089 | -0.19 | 324 | -0.92 | ||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 100,000 | -4.76 | 1,113 | -5.52 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Elyxium Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Running Point Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 5,212,678 | -5.67 | 58,017 | -6.43 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 12,661 | -58.37 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 17,755 | -71.13 | 198 | -71.41 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 14,404 | -9.54 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,089,632 | -14.87 | 34,388 | -15.55 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 7,086 | -21.21 | 79 | -22.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 170,060 | -2.51 | 1,893 | -3.32 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 13,539 | -13.73 | 151 | -14.77 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 10,430 | -85.25 | 116 | -85.37 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | First Trust Intermediate Duration Preferred & Income Fund This fund is a listed as child fund of First Trust Advisors Lp 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 | 1,051,491 | -29.94 | 11,598 | -33.10 | ||||
| 2025-07-22 | 13F | Acute Investment Advisory, Llc | 27,145 | -37.17 | 302 | -37.60 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 34,710 | -11.53 | 386 | -12.27 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2,176 | -8.80 | 24 | -7.69 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 26,801 | -0.50 | 298 | -1.32 | ||||
| 2025-05-15 | 13F | Harvest Investment Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Collaborative Wealth Managment Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Carnegie Lake Advisors LLC | 12,720 | -2.54 | 0 | |||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 15,587,399 | -1.00 | 173,488 | -1.80 | ||||
| 2025-07-31 | 13F | Boothe Investment Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 840,224 | -1.73 | 9,352 | -2.52 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 222,207 | -1.42 | 2,473 | -2.21 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 14,823 | -13.86 | 165 | -15.03 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 188,700 | -63.87 | 2,100 | -64.16 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 27,802 | -47.69 | 309 | -48.15 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 210,558 | -18.20 | 2,344 | -18.87 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 39,862 | -5.75 | 444 | -6.54 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1,088,556 | -41.93 | 12,116 | -42.39 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 80 | -53.49 | 1 | -100.00 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 17,926 | -8.72 | 200 | -9.55 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 3 | -96.00 | 0 | |||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,706,998 | -2.27 | 30,129 | -3.05 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 16,119 | -80.05 | 179 | -80.24 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 168,004 | -37.40 | 1,870 | -37.93 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 20,700 | -7.61 | 230 | -8.37 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 36,493 | -34.12 | 406 | -34.62 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 25,425 | -17.81 | 283 | -18.73 | ||||
| 2025-04-14 | 13F | Perennial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 123,383 | -5.90 | 1,373 | -6.66 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 16,100 | -4.17 | 179 | -4.79 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 15,823 | -62.25 | 176 | -62.55 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Accel Wealth Management | 42,742 | -14.05 | 476 | -14.72 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | National Bank Of Canada /fi/ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 197,073 | -6.43 | 2,193 | -7.19 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 255,975 | -3.28 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 215,421 | -45.96 | 2 | -50.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,400,851 | -1.47 | 16 | 0.00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 6,747 | -0.72 | 75 | -1.32 | ||||
| 2025-05-06 | 13F | Burney Co/ | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 464,815 | -7.57 | 5,238 | -7.16 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 28,916 | -0.08 | 322 | -0.93 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 113,327 | -22.87 | 1,261 | -23.48 | ||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 2,578 | -19.71 | 29 | -22.22 | ||||
| 2025-04-17 | 13F | Dohj, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 30,467 | -27.35 | 345 | -26.60 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 61,042 | -5.83 | 679 | -6.60 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 9,200 | -14.81 | 102 | -15.70 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 30,749 | -63.18 | 342 | -63.46 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 25,250 | -68.37 | 281 | -68.60 | ||||
| 2025-05-06 | 13F | Wedbush Securities Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 56,400 | -4.29 | 628 | -5.14 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 31,200 | -21.21 | 347 | -21.85 | |||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 789 | -17.73 | 9 | -20.00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 14,389 | -6.50 | 160 | -6.98 | ||||
| 2025-04-24 | 13F | Aspect Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 3,379,539 | -53.40 | 37,614 | -53.77 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 43,925 | -7.04 | 489 | -7.92 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 56,459 | -15.13 | 628 | -15.82 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 28,748 | -2.00 | 322 | -1.23 | ||||
| 2025-04-09 | 13F | Wallace Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 70,572 | -4.55 | 785 | -5.31 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 32,686 | -17.96 | 364 | -18.79 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 315,730 | -11.73 | 3,514 | -12.43 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 82,640 | -3.88 | 920 | -4.67 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 272,722 | -3.85 | 3,035 | -4.62 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 43,127 | -17.71 | 480 | -18.40 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 73,834 | -11.75 | 822 | -12.47 | ||||
| 2025-06-25 | NP | FPEAX - First Trust Preferred Securities and Income Fund Class A This fund is a listed as child fund of First Trust Advisors Lp 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 | 125,085 | -54.72 | 1,380 | -56.77 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 70,791 | -12.07 | 788 | -12.85 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 49 | -46.74 | 1 | -100.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 6,460 | -0.58 | 72 | -1.39 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 106,190 | -0.06 | 1,182 | -0.92 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 630,329 | -4.54 | 7,016 | -5.31 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 23,526 | -4.60 | 262 | -5.43 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 122,149 | -18.31 | 1,360 | -18.96 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12,504 | -89.75 | 139 | -89.84 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 10,860 | -4.72 | 121 | -5.51 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7,751,993 | -10.87 | 86,280 | -11.58 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 805,910 | -4.74 | 9 | -11.11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6,861,034 | -54.84 | 76,363 | -55.20 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 11,624 | -6.05 | 129 | -6.52 | ||||
| 2025-08-07 | 13F | Commerce Bank | 25,391 | -1.28 | 283 | -2.08 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4,898,208 | -3.78 | 54,405 | -4.70 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 17,850 | -5.31 | 199 | -6.16 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 17,509 | -8.12 | 195 | -8.92 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 47,108 | -1.04 | 524 | -1.87 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 810,834 | -8.82 | 9,025 | -9.55 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 581,671 | -6.12 | 6 | 0.00 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 22,125 | -7.88 | 246 | -8.55 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 1,725 | -16.87 | 19 | -17.39 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 12,314 | -9.26 | 137 | -9.87 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10,776 | -15.59 | 120 | -16.78 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 31,647 | -5.17 | 352 | -5.88 | ||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2,017 | -3.95 | 22 | -4.35 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 59,585 | -0.34 | 663 | -1.04 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 14,554 | -0.71 | 162 | -1.83 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 390,385 | -5.15 | 4,345 | -5.91 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 373,775 | -0.62 | 4,160 | -1.40 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 28,823 | -0.63 | 316 | -0.32 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1,080 | -73.27 | 12 | -73.33 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 50 | -72.97 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | LS Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 10,936 | -26.25 | 122 | -27.11 | ||||
| 2025-04-25 | 13F | Tradewinds Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 205,191 | -2.64 | 2,284 | -3.43 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 21,209 | -2.78 | 236 | -3.28 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 790,888 | -2.50 | 8,803 | -3.27 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 40,900 | -10.89 | 455 | -11.48 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 72,941 | -10.07 | 812 | -10.88 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1,554 | -32.73 | 17 | -32.00 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Sierra Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 64,640,088 | -3.01 | 719,444 | -3.79 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 15,287 | -8.38 | 170 | -9.09 |
