Kepemilikan Institusional dan Dana - Penjual
Halaman ini menampilkan lembaga, dana, dan pemegang saham utama yang telah mengurangi kepemilikan atau menutup posisi mereka pada periode pelaporan terakhir. Baris berwarna merah menunjukkan posisi yang telah ditutup. Klik ikon tautan untuk melihat riwayat transaksi lengkap.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Betterment LLC | 129,942 | -6.16 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 246,274 | -6.46 | 6,546 | -8.79 | ||||
| 2025-04-15 | 13F | Collier Financial | 24,635 | -78.89 | 672 | -78.04 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 12,360 | -49.70 | 329 | -50.97 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 210 | -91.46 | 6 | -92.54 | ||||
| 2025-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Minot DeBlois Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 1,078,211 | -58.59 | 28,659 | -59.62 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 63,718 | -12.44 | 1,694 | -14.62 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 163,360 | -10.62 | 4,342 | -12.85 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 0 | -100.00 | 0 | |||||
| 2025-06-17 | 13F | Howe & Rusling Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | One Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Sykon Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 19,160 | -67.77 | 509 | -68.58 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 5 | -96.03 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 849,048 | -38.00 | 22,568 | -39.55 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 25,696 | -21.39 | 683 | -23.46 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 7,875 | -1.88 | 209 | -4.13 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 303,891 | -24.33 | 8,077 | -26.22 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 475,915 | -60.27 | 12,650 | -61.26 | ||||
| 2025-05-12 | 13F | Donoghue Forlines LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Steel Peak Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 74,065 | -0.70 | 1,969 | -3.20 | ||||
| 2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 2,486 | -12.86 | 66 | -14.29 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 30,543 | -2.75 | 812 | -5.26 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Brown Financial Advisors | 21,868 | -1.59 | 581 | -3.97 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Red Tortoise LLC | 78,003 | -9.41 | 2,073 | -11.67 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 32,923 | -97.38 | 1 | -100.00 | ||||
| 2025-05-06 | 13F | Westover Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 9,501,814 | -12.07 | 252,558 | -14.26 | ||||
| 2025-08-29 | NP | AIIFX - Timber Point Alternative Income Fund Institutional Class Shares | 25,000 | -37.50 | 664 | -39.08 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 81,340 | -68.75 | 2,160 | -69.55 | ||||
| 2025-05-08 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 7,974 | -6.09 | 212 | -8.66 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 3,036 | -54.08 | 81 | -55.56 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 12 | -52.00 | 0 | |||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Wincap Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 4,106 | -0.51 | 109 | 0.00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 22,035 | -58.61 | 586 | -59.68 | ||||
| 2025-05-13 | 13F | E Fund Management Co., Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,111,730 | -2.58 | 29,550 | -5.01 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 110,522 | -0.37 | 2,938 | -2.88 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Napa Wealth Management | 8,218 | -50.23 | 218 | -51.56 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 40,934 | -0.50 | 1,088 | -2.94 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 130,659 | -2.39 | 3,473 | 115,633.33 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 4,143,264 | -46.91 | 110,128 | -48.24 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 93,522 | -37.27 | 2,486 | -38.85 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 25,034 | -0.54 | 665 | -3.06 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 42,473 | -1.81 | 1,129 | -4.33 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 17,324 | -0.60 | 460 | -3.16 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 10,677 | -2.28 | 284 | -4.71 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 93,113 | -61.97 | 2,475 | -62.93 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2,702 | -71.70 | 72 | -72.69 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Bolthouse Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11,343 | -11.82 | 301 | -14.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 405,527 | -9.66 | 10,779 | -11.92 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 74,354 | -76.88 | 1,976 | -77.46 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 11,622 | -98.15 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 160,185 | -27.46 | 4,258 | -29.27 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 24,050 | -5.33 | 639 | -7.66 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 41,787 | -4.40 | 1,111 | -6.80 | ||||
| 2025-05-15 | 13F | Lavaca Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spinnaker Trust | 650,949 | -3.59 | 17,302 | -5.99 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 45 | -91.46 | 1 | -92.86 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 462,513 | -0.85 | 12,287 | -3.38 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 10,751 | -39.04 | 286 | -40.62 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 379,393 | -86.52 | 10,084 | -86.86 | ||||
| 2025-05-12 | 13F | Fiduciary Family Office, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 494,267 | -2.87 | 13,138 | -5.29 | ||||
| 2025-04-23 | 13F | Cornerstone Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 580 | -97.15 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 16,985 | -7.73 | 451 | -9.98 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 24,386 | -64.86 | 648 | -65.73 | ||||
| 2025-05-13 | 13F | Beacon Pointe Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 16,443 | -64.82 | 437 | -65.70 | ||||
| 2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 97,592 | -19.09 | 2,594 | -21.14 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 11,512 | -13.93 | 306 | -16.21 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 10,316 | -18.39 | 274 | -20.35 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 8,078 | -10.64 | 215 | -13.01 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 12,402 | -2.63 | 323 | -3.88 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | -100.00 | 0 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4,288 | -79.98 | 114 | -80.62 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 8,804,916 | -47.29 | 234,029 | -48.60 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 73,232 | -20.37 | 1,947 | -22.35 | ||||
| 2025-08-04 | 13F | Lockheed Martin Investment Management Co | 130,000 | -94.73 | 3,455 | -94.86 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 71,032 | -8.63 | 1,888 | -10.90 | ||||
| 2025-05-13 | 13F | Leuthold Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 728,459 | -8.69 | 19,362 | -10.97 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 625,990 | -8.66 | 16,639 | -10.94 | ||||
| 2025-04-29 | 13F | Byrne Financial Freedom, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 27,762 | -8.45 | 738 | -10.77 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 419,624 | -5.12 | 11,154 | -7.49 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 746,181 | -43.04 | 19,834 | -44.46 | ||||
| 2025-05-15 | 13F | Advisory Services Network, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 390,837 | -8.33 | 10,388 | -10.61 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | NP | ATACX - ATAC Rotation Fund Investor Class Shares | 467,912 | -3.96 | 12,910 | -1.35 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 24,348 | -34.29 | 647 | -35.94 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class | 220,389 | -0.32 | 5,858 | -2.80 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 106 | -38.01 | 3 | -50.00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 9,931 | -14.17 | 264 | -16.51 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 498,274 | -3.38 | 13,244 | -5.78 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 118,315 | -14.77 | 3,145 | -16.91 | ||||
| 2025-05-15 | 13F | Clifford Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 25,050 | -84.99 | 666 | -85.38 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Acorn Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 5,284,036 | -2.78 | 140,450 | -5.21 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 5,188 | -4.07 | 138 | -6.80 | ||||
| 2025-08-08 | 13F | Creative Planning | 10,431 | -18.69 | 277 | -20.63 | ||||
| 2025-04-24 | 13F | Hibernia Wealth Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 87,670 | -4.78 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 17,449 | -8.08 | 464 | -10.44 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 18,605 | -6.88 | 495 | -9.19 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Essex Savings Bank | 8,207 | -1.03 | 218 | -3.11 | ||||
| 2025-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 1,011,581 | -1.67 | 26,888 | -4.08 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,418,617 | -61.60 | 37,707 | -62.56 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1,938 | -47.89 | 53 | -46.39 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 148,337 | -1.15 | 3,943 | -3.62 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 2,326,740 | -15.79 | 61,845 | -17.89 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 127,073 | -28.45 | 3,378 | -30.24 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 33,330 | -6.99 | 886 | -9.32 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 186,306 | -6.93 | 4,952 | -9.25 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 33,865 | -12.07 | 900 | -14.20 | ||||
| 2025-06-26 | NP | SSFI - Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF | 273,716 | -16.77 | 7,363 | -14.98 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 22,690 | -34.12 | 603 | -35.71 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | New Harbor Financial Group, LLC | 406,417 | -8.35 | 10,803 | -10.64 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 374,999 | -59.80 | 9,967 | -59.20 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 401 | -21.83 | 0 | |||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 133,109 | -0.90 | 3,538 | -3.36 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 4,635 | -82.79 | 123 | -83.24 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 65,262 | -60.60 | 1,735 | -61.59 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 917,946 | -1.06 | 24,399 | -3.52 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 121,799 | -19.61 | 3 | -25.00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 96,056 | -26.87 | 2,553 | -28.69 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 9,296 | -75.17 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 136,904 | -0.72 | 3,639 | -3.19 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,693 | -66.14 | 45 | -66.91 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8,019 | -88.14 | 213 | -88.44 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 59,164 | -0.24 | 1,573 | -2.72 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 48,411 | -1.69 | 1,287 | -4.17 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 141,428 | -11.35 | 3,759 | -13.55 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,570,851 | -39.45 | 41,753 | -40.96 | ||||
| 2025-05-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 503,541 | -5.27 | 13,384 | -7.63 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 296,617 | -2.56 | 8 | -12.50 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 80,201 | -55.41 | 2,132 | -56.53 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 11,482 | -14.04 | 302 | -16.62 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2,418,335 | -8.34 | 64,279 | -10.63 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 119,490 | -39.69 | 3,176 | -41.19 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 26,437 | -41.48 | 703 | -42.97 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 600,721 | -0.44 | 15,967 | -2.92 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 9,381,946 | -12.05 | 249,372 | -14.24 | ||||
| 2025-04-23 | 13F | Western Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | INKM - SPDR SSGA Income 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 | 355,231 | -4.56 | 9,442 | -6.94 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 28,825 | -0.46 | 766 | -2.92 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 19 | -44.12 | 1 | |||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 8,476 | -4.72 | 225 | -7.02 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 443,173 | -22.78 | 11,780 | -24.71 | ||||
| 2025-05-05 | 13F | West Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 16,329 | -22.64 | 434 | -21.80 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 115,450 | -1.24 | 3,069 | -3.70 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 5,815 | -15.59 | 155 | -17.65 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 94,966 | -96.14 | 2,524 | -96.23 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Donald L. Hagan, LLC | 13,978 | -42.04 | 372 | -43.53 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 64,256 | -76.71 | 1,708 | -77.30 | ||||
| 2025-04-29 | 13F | CoreFirst Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 61,268 | -31.61 | 1,628 | -33.33 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 198,016 | -12.76 | 5,263 | -14.93 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 12,805 | -0.69 | 340 | -3.13 | ||||
| 2025-04-28 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 12,629,575 | -15.13 | 336 | -17.28 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 848,565 | -14.59 | 22,249 | -17.85 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,457,622 | -0.36 | 65 | -2.99 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 56,566 | -0.10 | 1,542 | 3.98 | ||||
| 2025-05-14 | 13F | Vertex Planning Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 24,577 | -19.13 | 653 | -21.14 | ||||
| 2025-04-23 | 13F | E Fund Management (Hong Kong) Co., Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 40,400 | -28.32 | 1,074 | -30.14 | ||||
| 2025-04-07 | 13F | Summit Global Investments | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 91,021 | -6.73 | 2,419 | -9.06 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 494,928 | -41.84 | 13 | -43.48 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 9,707 | -14.14 | 258 | -16.01 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 32,044 | -50.37 | 1 | -100.00 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 492 | -52.65 | 13 | -53.57 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 214,338 | -28.07 | 5,616 | -27.79 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 75,382 | -53.95 | 2 | -50.00 | ||||
| 2025-04-18 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 26,709 | -64.94 | 710 | -64.46 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,461,914 | -40.42 | 38,858 | -41.90 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 9,081 | -64.44 | 241 | -65.37 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 1,582,452 | -11.53 | 41,634 | -13.92 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 731,146 | -21.60 | 19,434 | -23.56 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 16,709 | -58.55 | 456 | -56.87 | ||||
| 2025-07-09 | 13F | Southern Style Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Robinson Value Management, Ltd. | 164,489 | -28.84 | 4,372 | -30.60 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,107 | -68.64 | 29 | -69.79 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 13,193 | -51.57 | 351 | -52.83 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Security National Bank | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 73,727 | -10.23 | 1,960 | -12.47 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 11,610 | -0.95 | 309 | -3.45 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 49,711 | -3.68 | 1,321 | -6.12 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 30,362 | -10.94 | 807 | -13.13 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,625,770 | -1.12 | 43,213 | -3.58 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 3,765 | -59.49 | 100 | -60.47 |
