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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 89,810 | -3.38 | 3,825 | 14.69 | ||||
| 2025-05-20 | 13F | Anchor Investment Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 11,408 | -1.04 | 486 | 17.43 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 183,578 | -5.02 | 7,819 | 12.75 | ||||
| 2025-04-10 | 13F | Richard P Slaughter Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 36,962 | -16.76 | 2 | 0.00 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 7,857 | -3.17 | 335 | 14.78 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 879 | -1.46 | 37 | 15.63 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 5,490 | -14.08 | 234 | 1.75 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,509,236 | -41.01 | 64,278 | -29.98 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 90,700 | -0.08 | 3,863 | 18.61 | ||||
| 2025-04-21 | 13F | Janney Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 20,339 | -1.15 | 866 | 17.34 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 6,887 | -12.68 | 293 | -2.98 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A | 799,215 | -10.34 | 34,039 | 6.42 | ||||
| 2025-05-29 | 13F | Parkshore Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 37,946 | -0.63 | 1,616 | 17.96 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 5,013 | -77.41 | 0 | |||||
| 2025-05-15 | 13F | TCG Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 8,370 | -0.53 | 356 | 18.27 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3,727 | -3.37 | 159 | 14.49 | ||||
| 2025-07-22 | 13F | White & Co Financial Planning Inc | 277,996 | -2.62 | 11,748 | 13.80 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 32,418 | -10.57 | 1,381 | 6.15 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 18,586 | -0.39 | 789 | 17.79 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | NBZ Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Greenline Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 13,450 | -46.29 | 573 | -36.30 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 37,342 | -1.10 | 1,590 | 17.34 | ||||
| 2025-05-02 | 13F | Armor Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 182,595 | -2.28 | 7,777 | 15.99 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 154,506 | -0.37 | 6,580 | 18.26 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 208,461 | -28.85 | 8,878 | -15.54 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 78,822 | -0.07 | 3,357 | 18.62 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 14,525 | -3.65 | 619 | 14.44 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 765,246 | -12.88 | 32,592 | 3.40 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 697,217 | -54.79 | 29,694 | -46.34 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 50,557 | -11.91 | 2,153 | 4.57 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 143,811 | -7.45 | 6,125 | 9.85 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 30,385 | -8.07 | 1,294 | 9.20 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3,630 | -1.36 | 155 | 16.67 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 12,264 | -1.55 | 522 | 17.04 | ||||
| 2025-04-11 | 13F | City State Bank | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 87,332 | -11.40 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Econ Financial Services Corp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4,880 | -1.39 | 208 | 29.38 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 25,774 | -7.02 | 1,098 | 10.36 | ||||
| 2025-08-08 | 13F | Creative Planning | 1,233,008 | -5.42 | 52,514 | 12.26 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 9,837 | -16.82 | 419 | -1.42 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 27,771 | -3.46 | 1,183 | 14.53 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 138,327 | -9.24 | 5,892 | 7.75 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 40,290 | -21.31 | 1,716 | -6.59 | ||||
| 2025-04-14 | 13F | Broadway Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 1,354,346 | -1.38 | 57,682 | 17.06 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,458 | -8.11 | 105 | 9.47 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 40,373 | -9.04 | 1,719 | 7.98 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1,659 | -29.91 | 71 | -16.67 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 68 | -41.88 | 3 | -50.00 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 6,873 | -5.43 | 293 | 12.31 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | SWG1Z - Schwab VIT Growth Portfolio This fund is a listed as child fund of Charles Schwab Investment Management 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 | 151,167 | -11.92 | 6,438 | 4.55 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 40,909 | -1.64 | 1,742 | 16.76 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 15,040 | -5.65 | 1 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 91,887 | -0.45 | 3,913 | 18.18 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 41,512 | -3.46 | 1,489 | 0.88 | ||||
| 2025-08-25 | NP | SWC1Z - Schwab VIT Balanced with Growth Portfolio This fund is a listed as child fund of Charles Schwab Investment Management 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 | 123,808 | -11.55 | 5,273 | 4.98 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 39,933 | -7.78 | 1,701 | 9.47 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 150,367 | -2.89 | 6,404 | 15.28 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 9,250 | -2.45 | 404 | 13.52 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A | 527,133 | -10.33 | 22,451 | 6.44 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 11,215 | -4.40 | 478 | 13.57 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2,590 | -71.11 | 110 | -65.73 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 54,658 | -3.81 | 2,328 | 14.18 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 21,704 | -50.02 | 1 | -100.00 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 17,016 | -2.64 | 725 | 15.47 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 7,001 | -1.41 | 298 | 17.32 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 182 | -3.70 | 8 | 16.67 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 14,258 | -3.88 | 607 | 14.10 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3,509 | -25.77 | 149 | -11.83 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 70,202 | -7.08 | 2,990 | 10.30 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 176,195 | -0.60 | 7,504 | 18.01 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Glassman Wealth Services | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 11,779 | -5.98 | 502 | 11.58 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 14,670 | -5.46 | 625 | 12.23 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 162,535 | -63.82 | 6,922 | -57.05 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 6,870 | -88.34 | 293 | -86.19 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 20,546 | -2.84 | 875 | 15.44 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Truist Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | First PREMIER Bank | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 177,517 | -6.16 | 7,560 | 11.39 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 18,074 | -0.60 | 767 | 17.64 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 8,591 | -12.96 | 366 | 3.11 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 407,700 | -0.75 | 17,364 | 17.81 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 48,705 | -15.76 | 2,074 | 0.00 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 393,203 | -4.81 | 16,747 | 12.99 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 6,786 | -45.55 | 0 | |||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 7,308 | -27.28 | 311 | -13.61 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 4,715 | -12.44 | 201 | 3.63 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 124,197 | -2.43 | 5,290 | 15.83 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 5,557 | -1.96 | 237 | 16.26 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 362 | -5.24 | 15 | 15.38 | ||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 6,347 | -0.24 | 270 | 18.42 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 27,433 | -0.80 | 1,165 | 17.34 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 213,204 | -3.20 | 9,080 | 14.91 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 30,800 | -2.02 | 1,312 | 16.33 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 27,132 | -0.01 | 1,156 | 18.71 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 15,718 | -5.55 | 1 | |||||
| 2025-06-30 | NP | PFSMX - RiskPro® PFG 30+ Fund Class R | 46,500 | -17.62 | 1,759 | -11.61 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 14,183 | -88.52 | 604 | -86.38 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 16,301 | -0.06 | 694 | 18.63 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 76,156 | -4.89 | 3,243 | 12.92 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 945 | -6.44 | 34 | -2.94 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 10,338 | -5.49 | 440 | 12.24 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 43,355 | -13.48 | 1,846 | 2.73 | ||||
| 2025-04-14 | 13F | WFA Asset Management Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 13,450 | -46.29 | 573 | -36.30 | ||||
| 2025-07-28 | NP | AGCVX - Global Small Cap Fund Investor Class This fund is a listed as child fund of American Century Companies 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 | 277 | -96.95 | 11 | -96.59 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 102,535 | -3.26 | 4,367 | 14.80 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 65,680 | -0.36 | 2,797 | 18.27 | ||||
| 2025-07-07 | 13F | Salem Investment Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 10,565 | -1.41 | 450 | 16.93 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 28,593 | -14.45 | 1,218 | 1.50 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 20,879 | -16.91 | 889 | -1.33 | ||||
| 2025-05-13 | 13F | Elm Partners Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 6,336 | -29.03 | 270 | -15.94 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 75,205 | -0.18 | 3,203 | 18.46 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 30,404 | -0.45 | 1,295 | 18.17 | ||||
| 2025-08-14 | 13F | State Street Corp | 1,326,348 | -10.34 | 56,489 | 6.43 | ||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 108,578 | -2.62 | 4,624 | 9.65 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 126,108 | -5.36 | 5,371 | 12.34 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 999,324 | -7.81 | 42,561 | 9.43 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 10,867 | -46.73 | 463 | -36.80 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7,326 | -5.37 | 312 | 12.64 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 7,341 | -1.95 | 313 | 16.42 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Financial Consulate, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 188,396 | -1.12 | 8,024 | 17.36 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 44,333 | -1.90 | 1,888 | 12.92 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2,326,906 | -7.90 | 99,103 | 9.33 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 78,810 | -3.90 | 3,356 | 14.07 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 43,405 | -0.61 | 1,849 | 18.01 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 21,246 | -11.42 | 905 | 5.12 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 17,399 | -6.42 | 741 | 11.09 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 175,977 | -7.85 | 7,495 | 9.37 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,383 | -0.49 | 783 | 18.13 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 640 | -99.27 | 27 | -99.14 | ||||
| 2025-08-01 | 13F | Motco | 9,432 | -29.96 | 400 | -17.18 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 22,311 | -2.14 | 950 | 16.14 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 35,660 | -3.28 | 1,519 | 10.08 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 34,428 | -0.12 | 1,466 | 18.61 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 101,147 | -0.13 | 4,308 | 18.55 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 13,090 | -54.93 | 557 | -46.49 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 173,264 | -0.51 | 7,379 | 18.10 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 337,525 | -4.55 | 14,375 | 13.30 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 5,852 | -33.56 | 249 | -21.20 | ||||
| 2025-05-15 | 13F | Alliancebernstein L.p. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 7,721 | -10.16 | 329 | 2.18 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 73,596 | -0.01 | 3,134 | 18.71 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 5 | -97.67 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 15,705 | -0.70 | 669 | 17.81 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 61,125 | -46.52 | 2,603 | -36.51 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 652 | -19.41 | 28 | -6.90 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 470,749 | -0.82 | 20,049 | 17.73 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 15,714 | -16.47 | 1 | |||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 29,699 | -3.77 | 1,271 | 14.81 | ||||
| 2025-04-30 | 13F | Harbour Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 6,021 | -71.05 | 256 | -65.68 | ||||
| 2025-05-05 | 13F | Creekmur Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 20,989 | -7.22 | 894 | 10.11 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 62,426 | -22.89 | 2,659 | -8.47 | ||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 10,571 | -3.92 | 450 | 14.21 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 786,913 | -1.21 | 33,515 | 17.27 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | SWB1Z - Schwab VIT Balanced Portfolio This fund is a listed as child fund of Charles Schwab Investment Management 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 | 40,187 | -12.18 | 1,712 | 4.27 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 8,517 | -6.71 | 363 | 10.70 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 7,482 | -8.89 | 319 | 8.16 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 47,445 | -50.71 | 2,021 | -41.50 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 5,940 | -3.26 | 253 | 14.55 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 53,776 | -1.76 | 2,290 | 16.60 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,126 | -16.90 | 48 | 2.17 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 267,033 | -12.15 | 11,429 | 4.81 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 15,290 | -15.46 | 651 | 0.46 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 13,640 | -1.43 | 581 | 16.94 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 10,636 | -4.39 | 453 | 13.28 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 21,809 | -0.32 | 929 | 18.37 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 51,580 | -17.73 | 2,197 | -2.36 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 2,185 | -14.08 | 93 | 2.20 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1,973 | -66.90 | 84 | -60.56 | ||||
| 2025-05-15 | 13F | C M Bidwell & Associates Ltd | 0 | -100.00 | 0 |
