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 | Burney Co/ | 13,969 | -28.99 | 1,240 | -24.08 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 5,137 | -1.98 | 456 | 4.60 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 6,469 | -0.86 | 537 | -9.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2,310 | -14.22 | 205 | -8.07 | ||||
| 2025-07-22 | 13F | Legacy Trust | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Capital Square, LLC | 22,163 | -2.12 | 2,010 | 6.92 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 2,648 | -16.23 | 235 | -10.31 | ||||
| 2025-04-11 | 13F | Independence Bank of Kentucky | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 7,632 | -1.56 | 677 | 5.29 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 16,394 | -26.65 | 1,455 | -21.56 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2,601 | -0.12 | 231 | 6.48 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 296 | -75.50 | 26 | -74.00 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 3,652 | -0.79 | 324 | 6.23 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 12,799 | -96.03 | 1,136 | -95.76 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 38,452 | -38.21 | 3,413 | -33.93 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 4,093 | -98.44 | 363 | -98.34 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 120,797 | -47.37 | 10,721 | -43.72 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 18,824 | -0.27 | 1,671 | 6.64 | ||||
| 2025-05-14 | 13F | Quartz Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 5,998 | -4.22 | 532 | 2.50 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 13,280 | -0.02 | 1,179 | 6.90 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 80,534 | -35.81 | 7,147 | -31.36 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 271,280 | -24.70 | 24,076 | -19.48 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 59,895 | -47.43 | 5,316 | -43.80 | ||||
| 2025-04-23 | 13F | Systelligence, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 65 | -13.33 | 6 | 0.00 | ||||
| 2025-07-15 | 13F | Oak Root LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3,375 | -10.19 | 300 | -3.86 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 716,965 | -1.77 | 63,631 | 5.03 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 888 | -63.65 | 79 | -61.39 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 1,835 | -38.77 | 0 | |||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 16,514 | -8.19 | 1,466 | -1.81 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 8,028 | -60.49 | 713 | -57.77 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10,310 | -45.44 | 919 | -41.39 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10,806 | -18.40 | 897 | -25.08 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 9,968 | -29.94 | 885 | -28.01 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3,761 | -4.71 | 334 | 5.05 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 24,075 | -8.03 | 2,137 | -1.66 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 2,265 | -9.15 | 201 | -2.43 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 28,870 | -5.62 | 2,562 | 0.95 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4,030 | -7.53 | 358 | -1.11 | ||||
| 2025-05-09 | 13F | PrairieView Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | MCF Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 10,044 | -7.05 | 891 | -0.56 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 20,060 | -4.94 | 1,780 | 1.66 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 14,780 | -7.42 | 1,312 | -1.06 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 3,103 | -26.68 | 275 | -21.65 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 4,909 | -8.69 | 436 | -2.47 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 2,673 | -1.07 | 237 | 5.80 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 38,097 | -6.85 | 3,381 | -0.38 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 12,936 | -9.15 | 1,148 | -2.79 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 4,981 | -14.80 | 442 | -8.87 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 5,448 | -1.80 | 484 | 5.00 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 7,030 | -2.86 | 1 | |||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 62,246 | -2.73 | 5,524 | 4.01 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 128 | -59.62 | 11 | -57.69 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 19,501 | -33.11 | 1,731 | -28.48 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4,871 | -0.55 | 432 | 6.40 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 12,547 | -1.17 | 1,114 | 5.70 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4,392 | -19.35 | 390 | -13.94 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 26,599 | -4.30 | 2,361 | 2.34 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 81,009 | -3.76 | 7,190 | 2.91 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 787 | -27.60 | 70 | -23.33 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 7,064 | -2.50 | 627 | 4.16 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 55,051 | -4.90 | 4,886 | 1.69 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 10,930 | -24.95 | 970 | -19.70 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 11,136 | -1.43 | 988 | 10.76 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6,162 | -13.13 | 547 | -7.46 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 2,354 | -11.24 | 209 | -5.45 | ||||
| 2025-07-17 | 13F | KWB Wealth | 174,467 | -8.81 | 14,481 | -16.23 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 141,086 | -23.82 | 12,521 | -18.54 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 2,286 | -7.64 | 203 | -1.46 | ||||
| 2025-07-14 | 13F | Friday Financial | 12,385 | -8.83 | 1,099 | -4.18 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 10,489 | -0.16 | 931 | 6.65 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5,486 | -1.79 | 487 | 4.97 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 6,109 | -41.93 | 542 | -37.92 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 43,516 | -5.10 | 3,862 | 1.50 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 3,708 | -0.30 | 329 | 6.82 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 2,438 | -19.59 | 218 | -13.89 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 9,816 | -1.54 | 871 | 5.32 | ||||
| 2025-04-14 | 13F | Wedmont Private Capital | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 17,629 | -3.93 | 1,565 | 2.69 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,790 | -0.06 | 159 | 6.76 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3,604 | -25.87 | 320 | -20.84 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 16,265 | -3.35 | 1,443 | 4.34 | ||||
| 2025-05-14 | 13F | Congress Wealth Management LLC / DE / | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 243,460 | -6.73 | 22 | 0.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6,845 | -2.17 | 607 | 4.66 | ||||
| 2025-07-29 | 13F | Barden Capital Management, Inc. | 21,162 | -0.48 | 1,878 | 6.46 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 9,329 | -10.95 | 828 | -4.83 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 7,975 | -32.10 | 708 | -27.41 | ||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 61,230 | -97.64 | 5,434 | -97.47 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 21,447 | -16.17 | 1,903 | -10.36 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 21,288 | -5.63 | 1,889 | 0.91 | ||||
| 2025-04-09 | 13F | Fiduciary Alliance LLC | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Swmg, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 124,072 | -37.34 | 11,011 | -33.00 | ||||
| 2025-05-15 | 13F | Harvest Investment Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 32,051 | -14.88 | 2,845 | -8.99 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 8,080 | -12.02 | 717 | -5.91 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 18,007 | -3.53 | 1,495 | -11.39 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4,659 | -48.63 | 429 | -41.85 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 15,878 | -3.28 | 1,409 | 3.45 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 183 | -72.89 | 16 | -71.43 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2,154 | -89.25 | 191 | -88.51 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 2,989 | -3.55 | 265 | 3.11 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 18,571 | -1.96 | 1,648 | 4.83 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 17,732 | -4.59 | 1,574 | 2.01 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 8,915 | -10.37 | 791 | -4.12 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 4,735 | -6.88 | 420 | -0.47 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 4,032 | -10.68 | 358 | -4.55 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5,153 | -22.02 | 457 | -16.61 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 222,368 | -0.75 | 19,735 | 6.13 | ||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 5,015 | -5.29 | 445 | 1.37 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 54,440 | -2.43 | 4,832 | 4.34 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 38,500 | -6.56 | 3,417 | -0.12 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 30 | -25.00 | 3 | -33.33 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8,650 | -10.71 | 768 | -4.60 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 130,792 | -4.78 | 11,592 | 2.67 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | LTG Capital LLC | 14,650 | -5.40 | 1,300 | 1.17 | ||||
| 2025-04-25 | 13F | Financial Consulate, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2,823 | -83.44 | 251 | -82.32 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 5,621 | -2.26 | 499 | 4.40 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,549 | -4.11 | 492 | 2.50 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 3,366 | -21.78 | 299 | -16.53 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 32,275 | -4.74 | 2,865 | 1.92 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 32,253 | -3.07 | 2,863 | 3.66 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 2,586 | -31.31 | 230 | -26.60 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glenview Trust Co | 3,175 | -1.37 | 282 | 5.24 | ||||
| 2025-05-05 | 13F | Horizon Investment Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 2,442 | -41.06 | 217 | -37.03 | ||||
| 2025-07-28 | 13F | Diversified Investment Strategies, LLC | 6,039 | -1.55 | 536 | 5.11 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 50,382 | -4.71 | 4,471 | 1.89 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 33,487 | -9.94 | 2,972 | -3.73 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 8,524 | -3.14 | 757 | 3.56 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 124,227 | -38.28 | 11,025 | -34.01 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 14,042 | -0.47 | 1,246 | 6.50 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 17,328 | -3.49 | 1,538 | 3.15 | ||||
| 2025-07-30 | 13F | Connors Investor Services Inc | 10,255 | -0.44 | 910 | 6.56 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 2,219 | -68.18 | 204 | -63.96 | ||||
| 2025-05-02 | 13F | Verdence Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 31,228 | -96.98 | 2,771 | -96.78 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 45,591 | -4.01 | 4,143 | 5.10 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 104,136 | -1.56 | 9,242 | 5.27 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 8,528 | -0.16 | 757 | 6.78 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 7,386 | -44.77 | 656 | -40.94 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 52,054 | -3.67 | 4,620 | 2.99 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,931 | -2.37 | 260 | 4.42 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 141 | -34.11 | 13 | -29.41 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 6,158 | -0.32 | 547 | 6.64 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 26,568 | -0.70 | 2,358 | 6.17 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 3,284 | -22.42 | 291 | -17.09 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 2,418 | -60.73 | 215 | -58.12 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 2,660 | -40.37 | 236 | -36.22 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 191,830 | -17.85 | 17,025 | -12.15 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | ERn Financial, LLC | 59,265 | -18.10 | 5,260 | -12.44 | ||||
| 2025-04-21 | 13F | Aspiriant, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 45,259 | -13.88 | 4,017 | -7.91 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Haverford Trust Co | 14,492 | -20.51 | 1,286 | -15.00 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 10,908 | -2.40 | 968 | 4.42 | ||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 4,465 | -10.79 | 397 | -4.34 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 107,602 | -9.85 | 9,550 | -3.60 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 14,180 | -1.21 | 1,258 | 5.63 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 4,709 | -10.44 | 418 | -4.36 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 16,517 | -18.82 | 1,489 | -9.04 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 9,519 | -5.70 | 845 | 0.84 | ||||
| 2025-05-14 | 13F | Asset Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 79,176 | -6.81 | 7,027 | -0.35 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 133 | -14.74 | 12 | -8.33 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 50,663 | -1.50 | 4,496 | 5.32 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 67,598 | -11.54 | 6 | -16.67 | ||||
| 2025-04-22 | 13F | Worth Financial Advisory Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 7,394 | -0.67 | 656 | 6.32 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 23,117 | -3.52 | 2,052 | 3.17 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 10 | -37.50 | 1 | -100.00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 5,035 | -0.22 | 447 | 6.70 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 96,775 | -7.22 | 8,589 | -0.80 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 7,994 | -0.34 | 709 | 6.62 | ||||
| 2025-05-08 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Idaho Trust Bank | 19,834 | -0.81 | 1,760 | 6.09 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 5,858 | -0.78 | 520 | 5.92 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 27,770 | -18.22 | 2,465 | -12.56 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 18,118 | -1.25 | 1,608 | 5.58 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 30,162 | -15.09 | 2,677 | -9.23 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 0 | -100.00 | 0 |
