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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Elm Partners Management LLC | 345,732 | -28.06 | 7,316 | -29.23 | ||||
| 2025-05-05 | 13F | Blue Bell Private Wealth Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 41,674 | -0.88 | 876 | -3.10 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Marotta Asset Management | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Lee Financial Co | 22,946 | -4.73 | 486 | -6.37 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 28,353 | -21.50 | 600 | -22.81 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 90,368 | -1.07 | 1,912 | -2.65 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 12,401 | -40.74 | 262 | -41.78 | ||||
| 2025-05-02 | 13F | United Community Bank | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Bailard, Inc. | 23,974 | -4.44 | 507 | -5.94 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 21,000 | -0.63 | 444 | -2.20 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 433,000 | -2.00 | 9,162 | -3.59 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 1,046,400 | -0.01 | 22,142 | -1.63 | ||||
| 2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 16,948 | -1.86 | 359 | -3.50 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 348,237 | -0.09 | 7,369 | -1.72 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 788,285 | -3.97 | 16,680 | -5.53 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 7,959 | -1.95 | 169 | -3.45 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 29,001 | -10.72 | 614 | -12.18 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | Salem Investment Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 122,184 | -7.25 | 2,585 | -8.75 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | SWHGX - Schwab MarketTrack Growth Portfolio Investor Shares | 1,725,311 | -3.62 | 36,283 | -4.49 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 194,373 | -70.07 | 4,113 | -70.56 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 230 | -54.18 | 5 | -60.00 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 47,265 | -0.75 | 992 | 78.10 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 38,714 | -31.04 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 13 | -13.33 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 140,348 | -0.81 | 2,970 | -2.43 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 17,344 | -5.36 | 367 | -7.11 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 12,640 | -6.34 | 267 | -7.93 | ||||
| 2025-05-16 | 13F | Peloton Wealth Strategists | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 60,031 | -6.95 | 1,270 | -8.44 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 14,570 | -10.62 | 308 | -12.00 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 13,492 | -6.55 | 285 | -8.06 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 3,583 | -14.24 | 76 | -15.73 | ||||
| 2025-05-02 | 13F | Apollon Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 836,067 | -0.65 | 18 | -5.56 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 69 | -87.94 | 1 | -91.67 | ||||
| 2025-05-09 | 13F | NBZ Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 23,346 | -0.10 | 494 | -1.59 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 93,095 | -3.61 | 1,970 | -5.20 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 412,061 | -0.30 | 8,719 | -1.92 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 106,765 | -0.51 | 2,259 | -2.12 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 35,483 | -1.17 | 751 | -2.85 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 98,645 | -4.52 | 2,087 | -6.08 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 118,138 | -4.95 | 2,500 | -6.51 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9,384 | -0.73 | 199 | -2.46 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 26,194 | -3.26 | 554 | -4.81 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 16,288 | -0.01 | 345 | -1.71 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 33,094 | -0.36 | 700 | -1.96 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 59,960 | -3.18 | 1,269 | -4.80 | ||||
| 2025-04-11 | 13F | Princeton Global Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 130,694 | -14.95 | 2,766 | -16.34 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 229 | -81.37 | 5 | -84.62 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 14,584 | -2.36 | 309 | -4.05 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 528 | -20.24 | 11 | -21.43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 42,745 | -7.36 | 1 | |||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 85,667 | -19.69 | 1,813 | -21.01 | ||||
| 2025-08-06 | 13F | Trillium Asset Management, Llc | 67,289 | -0.70 | 1,424 | -2.33 | ||||
| 2025-05-08 | 13F | Momentous Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 27,199 | -8.85 | 576 | -10.30 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 93,169 | -1.98 | 1,971 | -3.57 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 14,258 | -1.70 | 302 | -3.22 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Rational Advisors Llc | 1,550,514 | -12.53 | 32,809 | -13.96 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 81,259 | -1.36 | 1,719 | -2.99 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 1,196,513 | -1.35 | 25,318 | -2.96 | ||||
| 2025-06-26 | NP | MSTSX - Morningstar Unconstrained Allocation Fund | 284,131 | -7.41 | 5,975 | -8.23 | ||||
| 2025-07-18 | 13F | Old Point Trust & Financial Services N A | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | NWK Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10,010 | -16.43 | 212 | -6.64 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 520,883 | -2.94 | 11,022 | -4.52 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 16,872 | -1.93 | 357 | -3.51 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 11,907 | -7.35 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 8,467 | -22.24 | 179 | -23.50 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 54,918 | -56.76 | 1,161 | -57.50 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 97,526 | -59.19 | 2,064 | -59.86 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 24,124 | -34.50 | 510 | -35.61 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 42,110 | -5.14 | 1 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 660 | -24.91 | 14 | -27.78 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 11,563 | -4.04 | 245 | -5.79 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 21,407 | -40.91 | 453 | -41.98 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 333,901 | -6.09 | 7,065 | -7.61 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 17,007 | -29.60 | 360 | -30.83 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 21,855 | -0.12 | 462 | -1.70 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 85,372 | -0.05 | 1,806 | -1.69 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | Yoffe Investment Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-24 | 13F | Bordeaux Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 464 | -69.05 | 10 | -70.97 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 9,222 | -14.08 | 195 | -15.22 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 8,942 | -8.97 | 189 | -10.43 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 22,716 | -3.41 | 481 | -4.95 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 70,630 | -5.11 | 1,495 | -6.68 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 14,354 | -0.15 | 304 | -1.94 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 15,696 | -2.68 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 757 | -82.83 | 16 | -82.98 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 421 | -7.06 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 22,634,627 | -3.27 | 478,949 | -4.84 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,805 | -80.17 | 38 | -80.51 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 333,356 | -70.40 | 7,054 | -70.88 | ||||
| 2025-04-15 | 13F | Mv Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 279,776 | -2.15 | 5,920 | -3.74 | ||||
| 2025-07-14 | 13F | Lederer & Associates Investment Counsel/ca | 51,759 | -0.69 | 1 | 0.00 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6,671 | -39.17 | 141 | -40.00 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 94 | -63.85 | 2 | -80.00 | ||||
| 2025-07-21 | 13F | Whelan Financial | 18,558 | -3.74 | 393 | -5.31 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 11,244 | -10.00 | 238 | -11.57 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4,304 | -18.90 | 91 | -20.18 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 198,979 | -3.29 | 4,210 | -4.86 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,423 | -0.14 | 30 | 0.00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 26,983 | -1.73 | 571 | -3.39 | ||||
| 2025-06-24 | NP | SWCGX - Schwab MarketTrack Conservative Portfolio Investor Shares | 177,522 | -3.98 | 3,733 | -4.84 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 76,436 | -0.42 | 1,617 | -2.00 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 28,221 | -11.28 | 597 | -12.72 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 49,332 | -1.00 | 1,044 | -2.61 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 51,450 | -8.01 | 1,120 | -5.25 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,621,005 | -2.66 | 34,288 | -4.28 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 35,957 | -1.58 | 761 | -3.18 | ||||
| 2025-05-15 | 13F | Becker Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Embree Financial Group | 17,346 | -1.11 | 367 | -2.65 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 32,330 | -5.39 | 684 | -6.94 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 33,164 | -4.87 | 702 | -6.41 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 105,540 | -0.20 | 2,233 | -1.85 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 85,772 | -3.72 | 1,815 | -5.32 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 81,784 | -31.59 | 1,731 | -32.71 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 18,538 | -4.55 | 392 | -6.00 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 33,678 | -5.71 | 713 | -7.29 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 23,715 | -0.37 | 1 | |||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF | 1,735,734 | -9.64 | 36,502 | -10.45 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Bensler, LLC | 11,457 | -38.81 | 242 | -39.80 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,481 | -53.18 | 52 | -53.98 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 149,694 | -1.07 | 3 | 0.00 | ||||
| 2025-05-14 | 13F | REAP Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 360,476 | -1.94 | 7,628 | -3.54 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 183,863 | -15.34 | 3,891 | -16.72 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Cordant, Inc. | 18,990 | -0.45 | 402 | -2.20 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 68,769 | -38.78 | 1,455 | -39.78 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 217,758 | -3.26 | 4,608 | -4.83 | ||||
| 2025-05-15 | 13F | Prelude Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 31,150 | -11.61 | 659 | -13.06 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 202 | -76.51 | 4 | -77.78 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 17,811 | -0.28 | 377 | -2.08 | ||||
| 2025-06-24 | NP | SWBGX - Schwab MarketTrack Balanced Portfolio Investor Shares | 788,902 | -5.29 | 16,591 | -6.14 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 9,649 | -26.12 | 204 | -27.14 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 6,346 | -0.77 | 134 | -2.19 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 32,118 | -1.69 | 1 | |||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 34,318 | -0.67 | 726 | -1.36 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 44 | -93.83 | 1 | -100.00 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 14,499 | -2.87 | 307 | -4.67 | ||||
| 2025-06-24 | NP | SWEGX - Schwab MarketTrack All Equity Portfolio Investor Shares | 2,138,775 | -2.98 | 44,978 | -3.85 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 16,932 | -1.62 | 358 | -3.24 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 73,253 | -3.21 | 1,550 | -4.73 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 39,399 | -66.36 | 834 | -66.93 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 11,296 | -2.33 | 239 | -3.63 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 19,819 | -3.05 | 419 | -4.56 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 181,777 | -2.90 | 3,846 | -4.47 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 17,084 | -1.96 | 361 | -3.48 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 20,231 | -53.87 | 428 | -54.61 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 22,728 | -1.58 | 481 | -3.23 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 11,083 | -0.85 | 235 | -2.50 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 25,116 | -1.06 | 531 | -2.75 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 12,396 | -20.08 | 262 | -21.32 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 10,289 | -5.26 | 218 | -6.87 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 14,950 | -25.44 | 315 | -26.12 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Maia Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 2,943 | -14.84 | 62 | -16.22 | ||||
| 2025-07-16 | 13F | State of Alaska, Department of Revenue | 75,967 | -6.08 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3,454 | -41.92 | 73 | -41.60 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 111,594 | -23.04 | 2,361 | -24.28 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 64,626 | -4.00 | 1,367 | -5.59 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Natixis | 23,131 | -5.44 | 483 | -8.02 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 3,530 | -2.75 | 75 | -5.13 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 14 | -97.94 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 49,519 | -53.38 | 1,048 | -54.16 | ||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 136,890 | -8.27 | 2,897 | -9.75 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 25,925 | -27.26 | 549 | -25.64 | ||||
| 2025-04-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 588,659 | -2.18 | 12,456 | -3.77 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 170,157 | -0.87 | 3,601 | -2.49 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | JNBA Financial Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 10,944 | -10.99 | 0 | |||||
| 2025-08-11 | 13F | North Forty Two & Co. | 45,236 | -0.42 | 957 | -2.05 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3,494 | -4.40 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 20,427 | -0.40 | 432 | -2.04 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 448,447 | -2.69 | 9,494 | -0.39 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 35,803 | -3.78 | 758 | -5.37 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 10,244 | -23.85 | 217 | -25.26 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 92,612 | -2.77 | 1,960 | -4.35 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Vanguard Group Inc | 27,429 | -0.18 | 580 | -1.86 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 65,592 | -15.64 | 1,388 | -17.05 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2,650,816 | -2.57 | 56,091 | -4.15 | ||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Galvin, Gaustad & Stein, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 240 | -26.38 | 5 | -28.57 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 17,629 | -6.24 | 373 | -7.67 | ||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 97 | -4.90 | 2 | 0.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 324,547 | -8.94 | 6,929 | -9.61 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 7,234 | -47.02 | 153 | -47.78 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 24,465 | -6.04 | 518 | -7.68 | ||||
| 2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-01 | 13F | BankPlus Trust Department | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 63,821 | -0.50 | 1,350 | -2.10 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 88,535 | -0.01 | 1,873 | -1.63 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 33,503 | -45.10 | 709 | -46.08 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 19,260 | -4.04 | 408 | -5.57 | ||||
| 2025-05-06 | 13F | Kathleen S. Wright Associates Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 578 | -0.52 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 177,149 | -31.67 | 3,748 | -32.78 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 32,829 | -15.49 | 695 | -16.89 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 43,047 | -0.60 | 911 | -2.26 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 19,269 | -51.21 | 408 | -52.06 | ||||
| 2025-04-29 | 13F | Chilton Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 |
