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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Tlwm | 13,986 | -0.60 | 566 | 10.55 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 11,710 | -1.28 | 474 | 9.98 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 42,863 | -1.38 | 1,745 | 13.54 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 545,176 | -3.62 | 22,074 | 7.19 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 325,401 | -32.35 | 13,176 | -24.77 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 24,369 | -0.51 | 887 | 6.23 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 5,683 | -5.86 | 230 | 5.02 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 10,110 | -6.59 | 409 | 3.81 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 46,587 | -1.41 | 1,886 | 9.65 | ||||
| 2025-05-12 | 13F | Beaumont Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 23,911 | -20.13 | 968 | -11.19 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1,822 | -17.07 | 74 | -7.59 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 20,862 | -1.74 | 845 | 9.18 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 369,949 | -11.42 | 14,979 | -1.49 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 489,841 | -2.58 | 19,834 | 8.34 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 231,593 | -0.91 | 9,377 | 10.19 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 114,675 | -0.43 | 4,643 | 10.73 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 2,912 | -0.48 | 118 | 10.38 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 18,997 | -7.54 | 769 | 2.81 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 36,271 | -2.47 | 1,469 | 8.42 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 8,376 | -1.23 | 339 | 10.06 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 133,128 | -8.64 | 5,421 | 1.82 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 46,088 | -14.25 | 1,866 | -4.65 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 95,099 | -3.79 | 3,840 | 5.79 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 661,727 | -6.01 | 26,793 | 4.53 | ||||
| 2025-08-04 | 13F | Balentine LLC | 24,253 | -3.47 | 982 | 7.44 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 932,870 | -6.34 | 37,772 | 4.16 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K | 29,630 | -22.09 | 1,200 | -13.37 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 16,580 | -15.42 | 671 | -5.89 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 8,324 | -5.74 | 337 | 4.98 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1,558,485 | -16.82 | 63 | -7.35 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 53,674 | -28.55 | 2,173 | -20.55 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 247,342 | -9.14 | 10,015 | 1.04 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 9,805 | -18.02 | 397 | -8.74 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 566,317 | -18.43 | 22,930 | -9.29 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 700 | -95.59 | 28 | -95.16 | ||||
| 2025-05-15 | 13F | Beaumont Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 480 | -35.91 | 19 | -29.63 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB | 85,900 | -30.28 | 3,478 | -22.45 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 22,282 | -29.96 | 902 | -22.11 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 71,545 | -2.19 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 35,325 | -6.88 | 1,438 | 4.13 | ||||
| 2025-05-06 | 13F | Jackson Hole Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 79,708 | -3.58 | 3,227 | 7.24 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 69,213 | -8.05 | 3 | 0.00 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 176,566 | -5.49 | 7,149 | 5.10 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 77,263 | -0.49 | 3,128 | 10.65 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 109,305 | -24.33 | 4,426 | -15.86 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2,087,321 | -6.34 | 84,516 | 4.15 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 22,935 | -4.17 | 929 | 6.54 | ||||
| 2025-04-24 | 13F | Beacon Financial Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 177,448 | -41.88 | 7,185 | -35.38 | ||||
| 2025-04-10 | 13F | Clarus Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 10,980 | -11.31 | 443 | 0.00 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 53,036 | -5.01 | 2,147 | 5.56 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 17,150 | -32.55 | 694 | -24.97 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 5,278 | -24.59 | 214 | -16.14 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 8,920 | -63.61 | 362 | -61.14 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 89,077 | -0.01 | 3,607 | 11.19 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 32,598 | -13.58 | 1,320 | -3.93 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 2,372,040 | -5.97 | 96,044 | 4.56 | ||||
| 2025-07-07 | 13F | Trust Co | 816 | -0.12 | 33 | 13.79 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 8,911 | -51.93 | 361 | -46.51 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 2,292,932 | -1.56 | 92,841 | 9.47 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 9,352 | -0.33 | 379 | 10.85 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 176,641 | -7.70 | 7,152 | 2.64 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 8,373 | -3.41 | 339 | 7.62 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 20,851 | -2.42 | 844 | 8.48 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 259,147 | -3.39 | 10,493 | 7.42 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 9,555 | -32.69 | 387 | -25.19 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 5,636 | -11.03 | 228 | -0.87 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Argent Trust Co | 8,476 | -1.36 | 343 | 9.94 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 61,738 | -2.96 | 2,500 | 7.90 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB | 173,800 | -27.58 | 7,037 | -19.47 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 85,427 | -7.78 | 3,459 | 2.46 | ||||
| 2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 215 | -10.42 | 9 | -11.11 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 7,887 | -0.67 | 319 | 10.38 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 6,077,404 | -5.46 | 246 | 5.13 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 37,709 | -3.43 | 1,527 | 7.39 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 5,447 | -27.17 | 221 | -19.12 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 96,213 | -3.32 | 3,830 | 6.01 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 65,811 | -2.26 | 2,665 | 8.69 | ||||
| 2025-05-09 | 13F | Deutsche Bank Ag\ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 20,403 | -17.26 | 826 | -7.92 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 863,857 | -32.11 | 34,978 | -24.50 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 96,578 | -79.96 | 4 | -82.35 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 478,412 | -29.06 | 19,371 | -21.11 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 13,953 | -45.59 | 565 | -39.55 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6,647,594 | -13.33 | 269,161 | -3.62 | ||||
| 2025-04-30 | 13F | Fundamentun, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 149,435 | -15.39 | 6,051 | -5.91 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 91 | -61.11 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 339,672 | -4.26 | 13,713 | 6.15 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 10,318 | -94.37 | 418 | -93.43 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 94,543 | -1.25 | 3,828 | 5.63 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 5,521 | -0.52 | 224 | 10.40 | ||||
| 2025-07-23 | 13F | Gainplan LLC | 52,237 | -36.40 | 2,115 | -29.26 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 5,936 | -1.66 | 240 | 9.59 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 92,378 | -3.66 | 3,740 | 7.13 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,382,482 | -16.19 | 96,467 | -6.79 | ||||
| 2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 57,666 | -48.24 | 2,335 | -42.46 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 13,086 | -44.62 | 530 | -38.49 | ||||
| 2025-05-15 | 13F | BLKBRD Asset Management, LP | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 821,016 | -5.88 | 33,243 | 4.67 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 6,861 | -68.49 | 256 | -67.80 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Conservest Capital Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 323,195 | -1.35 | 13,086 | 9.71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 20,569 | -55.83 | 833 | -50.91 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 81,497 | -6.86 | 3,300 | 3.58 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 12,812 | -0.47 | 519 | 10.68 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 20,068 | -46.47 | 813 | -40.51 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 17,385 | -56.54 | 704 | -51.72 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 11,629 | -7.27 | 471 | 9.81 | ||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 37,122 | -1.88 | 1,503 | 9.15 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1,390,541 | -3.22 | 55,510 | 0.37 | ||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 19,625 | -0.40 | 795 | 10.74 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 9,423 | -12.95 | 382 | -3.30 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 96,345 | -8.43 | 3,901 | 1.85 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 9,415 | -3.88 | 381 | 7.02 | ||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 19,194 | -10.27 | 777 | -0.13 | ||||
| 2025-08-08 | 13F | King Wealth | 6,657 | -1.11 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 14,196 | -0.51 | 575 | 9.54 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 3,141,781 | -8.93 | 127,211 | 1.28 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 42,386 | -2.30 | 1,716 | 8.68 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 906,904 | -1.24 | 36,721 | 9.83 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,562,638 | -44.63 | 63,271 | -38.43 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 1,583 | -60.29 | 64 | -55.86 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 128,270 | -3.06 | 5 | 25.00 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 34,409 | -2.14 | 1,393 | 8.83 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 1,109,294 | -1.02 | 44,915 | 10.07 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 18,826 | -47.54 | 762 | -41.65 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 19,396 | -0.51 | 785 | 10.72 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 83,252 | -6.58 | 3,371 | 3.88 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 494,549 | -35.43 | 20,024 | -28.20 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | First PREMIER Bank | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 16,505 | -8.43 | 668 | 1.83 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 48,102 | -1.95 | 1,948 | 9.01 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 99,967 | -39.74 | 4,048 | -33.00 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 6,855 | -2.34 | 278 | 8.63 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2,025,569 | -14.08 | 82,319 | -4.10 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 148,590 | -25.50 | 6,016 | -17.16 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 54,433 | -0.75 | 2,204 | 10.37 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 5,087 | -5.60 | 206 | 4.59 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 2,989,580 | -0.99 | 120,883 | 9.88 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A | 2,230,292 | -63.50 | 90,305 | -59.41 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 25,997 | -54.83 | 1,053 | -49.79 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8,887,478 | -8.53 | 359,854 | 1.72 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6,608 | -20.59 | 267 | -11.59 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 268,733 | -2.63 | 10,881 | 8.29 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 9,882 | -2.58 | 400 | 8.40 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 18,618 | -3.76 | 754 | 6.96 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 11,939 | -5.61 | 483 | 5.00 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 127,107 | -1.18 | 5,147 | 9.89 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 10,188 | -42.91 | 413 | -36.52 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2,056,107 | -2.55 | 83,252 | 8.37 | ||||
| 2025-07-28 | 13F | Capital Management Corp /va | 5,300 | -8.62 | 215 | 1.42 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 191,564 | -3.32 | 7,756 | 7.51 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 63,213 | -9.82 | 2,516 | 4.31 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,875,425 | -2.28 | 75,936 | 8.67 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | ERn Financial, LLC | 667,882 | -5.91 | 27,043 | 4.63 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 690,437 | -32.46 | 27,956 | -24.89 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 10,761 | -7.80 | 436 | 2.59 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 22,661 | -5.66 | 905 | 3.43 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 6,829 | -1.98 | 277 | 9.09 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 26,484 | -2.47 | 1 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 2,652 | -66.60 | 107 | -62.98 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 17,016 | -5.27 | 689 | 5.20 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 100,142 | -6.12 | 4,055 | 4.40 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 24,289 | -8.13 | 983 | 1.87 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 6,259 | -69.61 | 253 | -66.22 | ||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 8,709 | -2.82 | 353 | 7.98 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 25,818 | -0.19 | 1,045 | 11.05 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 549,128 | -1.80 | 22,234 | 9.20 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 4,340 | -13.85 | 176 | -4.37 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 223,341 | -3.72 | 9,043 | 7.07 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 6,914 | -0.29 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 101,618 | -0.25 | 4,115 | 10.92 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 8,558 | -9.92 | 347 | 0.29 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 55,337 | -23.87 | 2,241 | -15.34 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 90,181 | -2.71 | 3,651 | 8.18 | ||||
| 2025-05-02 | 13F | Edgestream Partners, L.P. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 53,354 | -0.82 | 2 | 100.00 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 6,530 | -6.43 | 264 | 3.94 | ||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 4,136,950 | -23.69 | 167,505 | -15.14 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 8,782 | -16.66 | 356 | -7.31 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 15,420 | -7.27 | 624 | 3.14 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 30,409 | -0.37 | 1,231 | 10.80 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 21,561 | -2.32 | 873 | 8.72 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 207,187 | -34.23 | 8,389 | -26.87 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 17,899 | -2.85 | 725 | 8.06 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 5,428 | -12.31 | 220 | -2.67 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 98,032 | -2.71 | 3,969 | 8.21 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 50,148 | -5.05 | 2,030 | 5.62 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 7,326 | -45.82 | 292 | -42.29 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 77,877 | -2.69 | 3,153 | 8.24 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 50,769 | -70.05 | 2,056 | -66.70 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 194,361 | -32.76 | 7,870 | -25.24 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-24 | 13F | M1 Capital Management LLC | 7,724 | -3.81 | 313 | 6.85 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 79,116 | -24.05 | 3,203 | -15.55 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 5,700 | -27.19 | 231 | -19.30 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 620,192 | -3.57 | 25,112 | 3.13 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 2,177,842 | -1.04 | 88,181 | 10.04 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 84,298 | -0.84 | 3,413 | 10.27 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 5,552 | -33.56 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 43,325 | -6.72 | 1,754 | 3.73 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 278,425 | -1.17 | 11,273 | 9.91 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 16,657 | -11.82 | 674 | -1.89 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 13,361 | -3.50 | 541 | 7.14 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 180,370 | -0.36 | 7,303 | 10.80 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 55,979 | -11.07 | 2,267 | -1.09 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 48,971 | -0.16 | 1,983 | 11.04 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 7,509 | -6.65 | 304 | 4.11 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6,365 | -31.48 | 258 | -21.17 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 7,795 | -53.54 | 316 | -48.36 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 23,163 | -12.78 | 938 | -3.00 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 5,539 | -30.08 | 224 | -22.22 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 77,385 | -0.51 | 3,133 | 10.67 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 117,828 | -3.24 | 4,771 | 7.60 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 336,622 | -3.14 | 13,630 | 7.71 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 26,600 | -1.54 | 1,077 | 9.56 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 194,710 | -24.58 | 7,884 | -16.13 | ||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 13,383 | -3.60 | 542 | 7.13 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 30,144 | -2.90 | 1,221 | 7.96 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 25,765 | -78.49 | 1,047 | -76.31 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A | 1,782,920 | -49.74 | 72,190 | -44.11 | ||||
| 2025-05-01 | 13F | Ai Financial Services Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 37,203 | -3.68 | 1,506 | 7.11 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 16,540 | -33.99 | 670 | -26.64 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 13,175 | -20.58 | 533 | -11.61 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 59,746,614 | -8.38 | 2,419,140 | 1.89 | ||||
| 2025-04-09 | 13F | Capital CS Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 22,431 | -27.17 | 908 | -19.00 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 117 | -9.30 | 5 | 0.00 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 13,588 | -7.80 | 550 | 2.61 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 16,716 | -28.69 | 677 | -20.75 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2,927 | -54.84 | 119 | -50.00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 56,861 | -0.51 | 2,302 | 10.62 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 69,849 | -65.64 | 2,828 | -61.79 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 191,222 | -3.94 | 7,951 | 12.96 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 60,074 | -55.62 | 2,432 | -50.65 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 9,634 | -15.74 | 390 | -6.25 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 658,015 | -2.84 | 26,643 | 8.05 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 76,195 | -4.22 | 3,085 | 6.53 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 100,358 | -0.85 | 4,063 | 10.26 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 8,374 | -48.86 | 339 | -43.12 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 60,067 | -17.20 | 2,187 | -11.67 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 20,843 | -7.49 | 844 | 2.80 | ||||
| 2025-05-14 | 13F | WCG Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2,794,885 | -19.89 | 113,107 | -10.96 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 20,195 | -2.70 | 818 | 8.21 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 83,368 | -1.85 | 3,376 | 9.15 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | BCK Partners, Inc. | 14,913 | -2.18 | 604 | 8.65 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 7,014 | -14.22 | 284 | -4.71 | ||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 24,313 | -1.32 | 984 | 9.70 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 7,758 | -2.81 | 314 | 8.28 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 58,600 | -5.17 | 2,373 | 5.47 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 346,687 | -1.89 | 14,037 | 9.10 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 22,552 | -22.18 | 913 | -16.08 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 7,650 | -12.57 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | KWB Wealth | 1,053,989 | -3.83 | 38,376 | 2.59 | ||||
| 2025-08-28 | NP | GAL - SPDR SSGA Global Allocation ETF This fund is a listed as child fund of State Street Corp 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 | 567,095 | -51.30 | 22,962 | -45.84 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 288,492 | -0.88 | 11,724 | 10.65 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 27,524 | -52.50 | 1,114 | -47.18 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 1,000,430 | -1.60 | 40,507 | 9.43 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 43,074 | -19.17 | 1,744 | -10.10 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 72,182 | -0.66 | 2,923 | 10.47 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 64,339 | -3.91 | 2,605 | 6.89 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 247,426 | -4.69 | 10,018 | 5.99 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 8,499 | -9.84 | 344 | 0.29 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 22 | -98.20 | 1 | -100.00 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 10,900 | -46.13 | 441 | -40.08 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 7,430 | -16.11 | 301 | -6.83 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 83,912 | -4.44 | 3,398 | 6.26 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 29,984 | -3.05 | 1,214 | 7.82 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 12,811 | -43.35 | 519 | -37.06 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 32,354 | -13.38 | 1,310 | -3.61 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 275,080 | -1.07 | 11,138 | 10.02 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 132,119 | -32.36 | 5,349 | -24.79 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 4,981 | -24.52 | 202 | -16.25 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 26,653 | -10.14 | 1,079 | 0.00 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 107,204 | -18.24 | 4,341 | -9.07 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 2,021,931 | -2.71 | 81,868 | 8.19 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 4,418,246 | -1.73 | 178,893 | 9.27 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 90,542 | -7.49 | 3,666 | 2.89 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 122,335 | -6.40 | 4,953 | 4.10 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 187,368 | -24.68 | 7,587 | -16.24 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 37,634 | -0.72 | 1,524 | 10.36 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 37,528 | -2.34 | 1,520 | 8.58 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 5,550 | -0.75 | 225 | 10.34 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 331,523 | -3.11 | 13,423 | 7.75 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 35,425 | -2.09 | 1,434 | 8.88 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 290,351 | -0.09 | 11,756 | 11.10 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 163,036 | -0.58 | 6,601 | 10.57 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 18,628 | -3.56 | 752 | 16.05 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 11,040 | -1.47 | 447 | 9.83 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 10,040 | -21.70 | 409 | -12.45 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2,271,295 | -2.85 | 91,965 | 8.04 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 115,468 | -28.90 | 4,675 | -20.94 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 1,554,455 | -2.33 | 62,940 | 8.61 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 66,378 | -44.25 | 2,684 | -38.09 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 43,462 | -48.42 | 1,760 | -42.67 | ||||
| 2025-05-15 | 13F | Lido Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 970,305 | -0.95 | 39,287 | 10.15 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 13,069 | -68.36 | 529 | -64.80 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 14,333 | -4.97 | 580 | 17.89 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 10,206 | -3.65 | 413 | 7.27 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2,184 | -0.86 | 88 | 10.00 | ||||
| 2025-07-16 | 13F | Novem Group | 144,833 | -0.59 | 5,864 | 10.56 | ||||
| 2025-08-13 | 13F | Lumbard & Kellner, LLC | 5,629 | -64.94 | 228 | -61.13 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 4,112,120 | -2.37 | 166,500 | 8.61 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 11,235 | -18.03 | 409 | -12.42 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 207,592 | -1.09 | 8,405 | 9.98 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 5,024,596 | -19.62 | 203,446 | -10.61 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 140,821 | -15.40 | 5,702 | -5.92 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 128,197 | -1.80 | 5,191 | 9.19 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 35,390 | -3.39 | 1,433 | 7.43 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 62,488 | -11.63 | 3 | 0.00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 2,378 | -9.51 | 87 | -6.52 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 805,968 | -5.23 | 32,634 | 5.38 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 56,063 | -6.86 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 11,632 | -10.54 | 471 | -0.63 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 147,304 | -0.41 | 5,964 | 10.75 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 616 | -3.90 | 25 | 4.35 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 363,227 | -0.09 | 14,707 | 11.11 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 5,088 | -1.81 | 206 | 9.57 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 15,077 | -6.86 | 610 | 10.51 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 8,341 | -10.20 | 338 | -0.30 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | North Star Investment Management Corp. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 11,565 | -0.31 | 468 | 10.90 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 73,602 | -65.31 | 2,980 | -61.42 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 247,136 | -1.35 | 10,007 | 9.70 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 23,513 | -4.92 | 952 | 5.78 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 871,639 | -8.58 | 35,293 | 8.45 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 6,778 | -58.40 | 274 | -53.79 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 6,974 | -1.80 | 282 | 9.30 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 8,701 | -1.02 | 352 | 10.00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 10,363 | -7.46 | 431 | 0.23 | ||||
| 2025-08-11 | 13F | Fairfield University | 133,924 | -80.91 | 5,423 | -78.77 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 124,905 | -1.40 | 5,057 | 9.65 | ||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 8,783 | -40.50 | 356 | -33.89 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 17,090 | -0.09 | 692 | 11.09 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 23,473 | -1.79 | 950 | 9.20 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 12,042 | -0.61 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 28,531 | -0.28 | 1,155 | 10.95 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 18,523 | -33.65 | 750 | -26.28 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 148,795 | -3.70 | 6,025 | 7.09 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 26,469 | -5.53 | 1,075 | 5.39 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 94,532 | -2.11 | 3,828 | 8.85 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 323,305 | -3.28 | 13,091 | 7.56 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 285,417 | -95.37 | 11,557 | -94.85 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 196,858 | -5.97 | 7,971 | 4.57 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 57,810 | -1.19 | 2,341 | 9.86 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 377,711 | -1.21 | 15,294 | 9.86 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 362,546 | -4.52 | 14,679 | 6.18 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Arizona PSPRS Trust | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 10,704 | -0.75 | 433 | 10.46 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 6,094 | -15.22 | 247 | -5.75 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | State Street Corp | 4,668,698 | -59.42 | 189,036 | -54.87 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 151,107 | -60.61 | 6,118 | -56.19 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 166,160 | -1.20 | 6,728 | 9.86 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 31,389 | -1.14 | 1,271 | 9.86 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Equitable Growth MF/ETF Portfolio Class K | 31,170 | -23.36 | 1,262 | -14.73 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 22,448 | -33.23 | 909 | -25.82 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 30,006,248 | -2.37 | 1,214,953 | 8.57 | ||||
| 2025-04-09 | 13F | JGP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | ARAAX - Horizon Active Risk Assist Fund Advisor Class | 5,024,298 | -25.11 | 200,017 | -18.17 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 95,257 | -29.40 | 3,857 | -21.50 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 12,114 | -0.01 | 490 | 11.11 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | BankPlus Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1,737,287 | -47.10 | 70,343 | -41.18 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 200,953 | -0.71 | 8,137 | 11.27 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 177,017 | -1.73 | 7,167 | 9.29 | ||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 8,692 | -74.79 | 352 | -71.95 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 2,206 | -7.31 | 89 | 9.88 | ||||
| 2025-07-02 | 13F | Norway Savings Bank | 100,937 | -3.13 | 4,087 | 7.72 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 74,891 | -1.98 | 3,032 | 9.03 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 6,827 | -19.68 | 276 | -10.68 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 6,909 | -26.22 | 280 | -17.94 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 168,668 | -3.08 | 6,829 | 7.78 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 7,827 | -1.24 | 317 | 9.72 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 1,995,889 | -2.78 | 80,814 | 8.11 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 14,117 | -18.77 | 572 | -9.65 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 464,450 | -6.03 | 18,806 | 4.50 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 118,212 | -5.09 | 4,785 | 5.54 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 6,957 | -4.89 | 282 | 5.64 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 5,994 | -20.19 | 243 | -11.36 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 5,731 | -22.79 | 232 | -14.07 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 150,419 | -31.55 | 6,090 | -23.87 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 65,900 | -16.63 | 2,668 | -7.26 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 14,020 | -2.89 | 568 | 8.00 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 14,500 | -1.26 | 587 | 9.93 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 5,536 | -33.46 | 224 | -25.83 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 55,306 | -0.51 | 2 | 0.00 |
