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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 183,508 | -31.90 | 17,492 | -19.23 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 11,660 | -2.30 | 1,111 | 15.85 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 13,177 | -0.12 | 1,059 | -8.63 | ||||
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 246,579 | -2.07 | 23,504 | 16.15 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 17,019 | -21.56 | 1,622 | -6.94 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4,316 | -7.32 | 411 | 9.89 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 43,510 | -5.86 | 4,147 | 11.66 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 17,854 | -1.63 | 1,702 | 16.67 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 829,241 | -71.86 | 79,043 | -66.62 | ||||
| 2025-05-12 | 13F | Beaumont Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Financial Services Advisory Inc | 0 | -100.00 | 0 | |||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 8,067 | -16.75 | 648 | 2.86 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 8,079 | -7.99 | 770 | 9.22 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 20,959 | -4.84 | 1,998 | 12.82 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2,440 | -2.40 | 233 | 16.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 938,767 | -12.52 | 89,484 | 3.75 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 142,226 | -35.54 | 13,557 | -23.55 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 41,262 | -4.39 | 3,933 | 13.38 | ||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 68,610 | -26.09 | 6,540 | -12.35 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Montag A & Associates Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 4,366,773 | -8.81 | 416,238 | 11.99 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 9,336 | -25.35 | 890 | -11.54 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-06 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 10,977 | -13.09 | 1,046 | 3.05 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 107,506 | -30.66 | 10,247 | -17.76 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 47,289 | -54.86 | 4,508 | -46.47 | ||||
| 2025-05-13 | 13F | BKD Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 68 | -65.66 | 6 | -60.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 117,370 | -77.87 | 11 | -76.09 | ||||
| 2025-05-09 | 13F | MWA Asset Management | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 39,373 | -19.34 | 3,801 | -3.14 | ||||
| 2025-04-11 | 13F | Principia Wealth Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Iowa State Bank | 25,894 | -8.14 | 2,468 | 8.96 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 10,881 | -17.37 | 1,037 | -1.98 | ||||
| 2025-08-04 | 13F | Balentine LLC | 4,920 | -2.42 | 469 | 15.56 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 68,913 | -1.44 | 6,569 | 16.89 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 5,946 | -1.06 | 567 | 17.18 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 9,972 | -11.04 | 951 | 5.56 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 43,832 | -0.49 | 4,178 | 18.02 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 5,354 | -8.95 | 510 | 8.05 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 269 | -58.49 | 26 | -51.92 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 20,398 | -9.38 | 1,944 | 7.46 | ||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 119,634 | -2.92 | 11,404 | 15.14 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 5,979 | -46.91 | 570 | -37.13 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 110,780 | -6.84 | 10,560 | 10.48 | ||||
| 2025-05-07 | 13F | New Republic Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 55,569 | -4.37 | 5,297 | 13.40 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 31,692 | -3.34 | 3,021 | 14.61 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 671,263 | -34.63 | 63,985 | -22.47 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 234,498 | -3.29 | 22,352 | 14.70 | ||||
| 2025-04-24 | 13F | Beacon Financial Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 2,633 | -0.83 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 294,338 | -10.28 | 28,056 | 6.41 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 8,471 | -3.91 | 807 | 13.98 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 115,694 | -5.10 | 11,028 | 12.54 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 116,693 | -11.72 | 11,123 | -4.26 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 22,408 | -3.81 | 2,137 | 14.04 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 37,594 | -57.45 | 3,583 | -49.54 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 17,708 | -0.38 | 1,713 | 15.74 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 14,685 | -1.68 | 1,400 | 16.58 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 2,920 | -13.38 | 278 | 2.96 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 19,380 | -4.35 | 1,847 | 13.45 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 130,922 | -5.69 | 12,479 | 11.86 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 5,082 | -6.49 | 484 | 11.01 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 6,003 | -10.01 | 572 | 6.72 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 5,705 | -80.33 | 544 | -76.67 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 32,813 | -20.27 | 3,128 | -5.44 | ||||
| 2025-04-17 | 13F | Acropolis Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 73,943 | -0.67 | 7,048 | 17.80 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 112,762 | -2.69 | 11 | 22.22 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 59,581 | -0.73 | 5,679 | 17.75 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 6,293 | -0.30 | 600 | 18.15 | ||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 38 | -89.08 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB | 5,600 | -76.57 | 534 | -72.24 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 1,031,905 | -0.88 | 98,361 | 17.56 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 32,820 | -0.47 | 3,128 | 18.04 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 973 | -16.34 | 93 | -1.08 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 434,380 | -5.32 | 41,405 | 12.29 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 358,726 | -40.02 | 34,194 | -28.86 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 10,162 | -14.24 | 969 | 1.68 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 5,118 | -3.12 | 488 | 14.86 | ||||
| 2025-05-20 | 13F | Aspen Investment Management Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 23,754 | -2.11 | 2,264 | 16.10 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 100,324 | -50.26 | 9,566 | -38.32 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 847,823 | -3.55 | 80,815 | 14.39 | ||||
| 2025-06-18 | NP | Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF | 7,667 | -96.03 | 629 | -96.40 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 129,102 | -47.19 | 12,306 | -37.36 | ||||
| 2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 406 | -0.25 | 39 | 18.75 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 4,717 | -4.38 | 423 | 12.20 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 98,020 | -2.31 | 9,343 | 15.86 | ||||
| 2025-08-13 | 13F | Provida Pension Fund Administrator | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2,444,532 | -14.36 | 233,013 | 1.57 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 371,449 | -0.09 | 35,406 | 18.50 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1,017 | -79.24 | 96 | -76.01 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 119,500 | -35.41 | 11,391 | -23.39 | |||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 103,271 | -18.07 | 9,844 | -2.83 | ||||
| 2025-05-12 | 13F | Sandy Cove Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Ballast, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Novus Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 2,693 | -5.87 | 257 | 11.79 | ||||
| 2025-04-14 | 13F | Whitaker-Myers Wealth Managers, LTD. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 55,291 | -28.96 | 5,270 | -15.75 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 48,284 | -1.87 | 4,555 | 14.36 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 52,479 | -6.35 | 5,002 | 11.08 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 7,769 | -49.92 | 741 | -40.61 | ||||
| 2025-08-05 | 13F | Ring Mountain Capital, LLC | 18,853 | -0.30 | 1,834 | 20.67 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 320,284 | -0.88 | 30,747 | 20.82 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 6,802 | -13.01 | 648 | 3.18 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 8,963 | -35.89 | 861 | -23.33 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 10 | -82.14 | 1 | -100.00 | ||||
| 2025-04-28 | 13F | Capstone Wealth Management Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 37 | -96.45 | 0 | |||||
| 2025-07-24 | 13F | Tandem Capital Management Corp /adv | 5,720 | -1.29 | 545 | 17.20 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 265,168 | -4.48 | 25,276 | 13.29 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 234,862 | -9.02 | 22,435 | 8.13 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 26,383 | -43.03 | 2,515 | -32.44 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 14,850 | -16.45 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 3,935 | -25.96 | 375 | -12.18 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 1,472,114 | -0.02 | 140,322 | 18.58 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 4,820 | -19.51 | 459 | -4.57 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | FreeGulliver LLC | 12,442 | -15.86 | 1,186 | -0.25 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 99,284 | -0.25 | 9,464 | 18.30 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 8,967 | -0.53 | 855 | 17.96 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 33,042 | -4.76 | 3,150 | 12.95 | ||||
| 2025-04-23 | 13F | Golden State Equity Partners | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 42,010 | -40.30 | 4,004 | -29.20 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 42,600 | -42.51 | 4,061 | -31.82 | |||
| 2025-04-25 | NP | VCULX - Growth Fund | 48,000 | -71.93 | 4,204 | -71.86 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 10,319 | -1.04 | 984 | 17.30 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 19,148 | -14.25 | 1,825 | 1.73 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 3,146 | -6.79 | 300 | 10.33 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,662,524 | -12.37 | 158 | 3.95 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 2,773 | -21.06 | 264 | -6.38 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 169,600 | -45.94 | 16,166 | -35.88 | |||
| 2025-07-29 | 13F | Fundamentun, Llc | 3,042 | -30.96 | 290 | -18.08 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 3,151 | -0.13 | 300 | 18.58 | ||||
| 2025-05-08 | 13F | Cordatus Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 8,229 | -0.34 | 784 | 18.25 | ||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 93,034 | -13.88 | 8,868 | 2.14 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 48,969 | -5.92 | 4,668 | 11.57 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 5,637 | -1.64 | 537 | 16.74 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 2,583 | -34.61 | 246 | -22.40 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 12,225 | -16.45 | 1,165 | -0.85 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 116,354 | -15.70 | 11,091 | 0.29 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 167,790 | -6.74 | 15,994 | 10.60 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 152,547 | -3.03 | 12,260 | -2.58 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 190,798 | -3.28 | 18,187 | 14.71 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 16,837 | -1.53 | 1,605 | 16.74 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 218,219 | -3.67 | 20,801 | 14.24 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 15,985 | -16.78 | 1,524 | -1.30 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 5,352,760 | -9.59 | 510,225 | 7.22 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 2,117 | -33.82 | 202 | -21.79 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 38,759 | -3.37 | 3,695 | 14.61 | ||||
| 2025-04-15 | 13F | West Paces Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 2,661 | -69.82 | 0 | |||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 16,528 | -46.95 | 1,575 | -42.48 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 14,180 | -0.01 | 1,352 | 18.61 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 136 | -52.94 | 13 | -47.83 | ||||
| 2025-04-09 | 13F | Quantum Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 29,810 | -65.09 | 2,842 | -58.60 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 16,311 | -10.22 | 1,555 | 6.44 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 7,319 | -18.80 | 698 | 19.97 | ||||
| 2025-04-23 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 147,760 | -68.46 | 14,084 | -62.59 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 5,611 | -50.71 | 534 | -38.81 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 1,653,788 | -7.39 | 157,639 | 9.84 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 4,290 | -6.09 | 409 | 11.17 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,726 | -15.91 | 355 | -0.28 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 11,073 | -1.13 | 1,055 | 17.22 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6,370 | -2.58 | 607 | 15.62 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 74,994 | -1.93 | 7,148 | 16.32 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 230 | -92.38 | 22 | -91.32 | ||||
| 2025-08-12 | 13F | Corebridge Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 19,028 | -1.28 | 1,814 | 17.04 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 4,655 | -11.25 | 444 | 5.23 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 124,068 | -8.48 | 12 | 10.00 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 81,406 | -2.66 | 7,760 | 15.44 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 11,005 | -9.31 | 1,049 | 7.59 | ||||
| 2025-05-28 | NP | MASFX - Litman Gregory Masters Alternative Strategies Fund Institutional Class | Short | -10 | -1 | |||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 16,621 | -12.96 | 1,584 | 3.26 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Chris Bulman Inc | 3,424 | -16.67 | 326 | -1.21 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 57,003 | -38.74 | 5,434 | -27.35 | ||||
| 2025-06-26 | NP | HF - DGA Absolute Return ETF | 32,829 | -4.12 | 2,692 | -12.86 | ||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 9,250 | -0.12 | 882 | 17.94 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 35,497 | -5.33 | 3,384 | 12.28 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 8,425 | -39.17 | 803 | -27.85 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 2,998 | -4.46 | 286 | 13.10 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 562,712 | -5.22 | 54,060 | 13.29 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 129,319 | -19.04 | 12,327 | -3.98 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 29,019 | -10.60 | 2,766 | 6.06 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 16,796 | -2.31 | 1,634 | 14.52 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3,221 | -6.50 | 307 | 11.23 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 9,607 | -5.76 | 916 | 11.72 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 395,169 | -2.88 | 37,668 | 15.18 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 7,627 | -0.61 | 727 | 18.02 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 91,980 | -0.27 | 8,768 | 18.28 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 8,900 | -8.77 | 848 | 8.16 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 274,452 | -0.91 | 26,161 | 17.52 | ||||
| 2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 3,886 | -0.92 | 370 | 17.46 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 43,383 | -1.69 | 4,135 | 16.61 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 137 | -60.86 | 13 | -53.57 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 27,428 | -0.55 | 2,614 | 17.96 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 700 | -26.78 | 67 | -13.16 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 389,343 | -2.51 | 37,112 | 15.62 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 18,492 | -6.64 | 1,763 | 10.75 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 91 | -13.33 | 9 | 0.00 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 33,333 | -1.42 | 3,177 | 16.93 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 152,191 | -1.16 | 14,507 | 17.22 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 38 | -36.67 | 3 | -40.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 68,158 | -5.48 | 6,497 | 12.10 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 127 | -78.14 | 12 | -73.91 | ||||
| 2025-04-17 | 13F | Tcfg Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 56,074 | -3.08 | 5,345 | 14.95 | ||||
| 2025-05-14 | 13F | Napa Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Group One Trading, L.p. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 8,289 | -15.32 | 790 | 0.51 | ||||
| 2025-05-07 | 13F | Baron Silver Stevens Financial Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 660,474 | -7.49 | 63 | 8.77 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 99,664 | -12.49 | 9,500 | 3.79 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 4,821 | -5.64 | 460 | 11.95 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 107,889 | -9.93 | 10,284 | 6.81 | ||||
| 2025-08-11 | 13F | McDonough Capital Management, Inc | 5,365 | -0.06 | 511 | 18.56 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 4,575 | -4.45 | 436 | 13.54 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 7,969 | -1.43 | 760 | 16.95 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 5,880 | -81.45 | 560 | -78.01 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 136,732 | -1.24 | 13,033 | 17.14 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 7,331 | -51.59 | 699 | 69,700.00 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 385,186 | -3.70 | 36,716 | 14.22 | ||||
| 2025-08-14 | 13F | Family Management Corp | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 8,474 | -3.90 | 808 | 13.98 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 8,365 | -5.48 | 797 | 12.10 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | 17 Capital Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 4,740 | -3.40 | 452 | 14.47 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 3,437 | -0.23 | 328 | 18.48 | ||||
| 2025-05-15 | 13F | Fortress Private Ledger, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 7,678 | -0.63 | 732 | 17.71 | ||||
| 2025-04-14 | 13F | IMC-Chicago, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 51,942 | -2.30 | 4,951 | 15.89 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 12,335 | -6.68 | 1,176 | 10.64 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 75,804 | -13.00 | 7,226 | 3.17 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 3,883 | -6.34 | 370 | 11.11 | ||||
| 2025-08-14 | 13F | BLKBRD Asset Management, LP | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 7,346 | -9.53 | 700 | 7.36 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 374,688 | -48.19 | 35,715 | -38.56 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 10,628 | -7.17 | 1,013 | 10.11 | ||||
| 2025-07-09 | 13F | Sterling Manor Financial, LLC | 128,986 | -3.43 | 12,295 | 14.53 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 0 | -100.00 | 0 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 74,399 | -1.19 | 7,092 | 14.85 | ||||
| 2025-05-19 | 13F | Alpha DNA Investment Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 648,806 | -13.99 | 61,844 | 2.01 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 6,150 | -18.01 | 586 | -2.66 | ||||
| 2025-05-08 | 13F | Main Street Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Lantz Financial LLC | 10,670 | -0.71 | 1,017 | 17.84 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 3,095,856 | -17.59 | 295,097 | -2.27 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 272,594 | -18.93 | 25,984 | -3.85 | ||||
| 2025-05-15 | 13F | Urban Financial Advisory Corp | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 43,875 | -0.50 | 4,182 | 18.04 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 35,631 | -3.44 | 3,396 | 14.54 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 15,414 | -4.85 | 1,469 | 12.91 | ||||
| 2025-05-02 | 13F | Stack Financial Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Somerset Trust Co | 5,778 | -10.20 | 551 | 6.38 | ||||
| 2025-04-22 | 13F | PFG Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 208,623 | -25.49 | 19,891 | -11.61 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 7,533 | -1.99 | 718 | 16.37 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 69,139 | -95.23 | 5,557 | -95.64 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 4,398 | -16.45 | 419 | -0.95 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 4,058 | -83.97 | 387 | -81.02 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 16,551 | -30.03 | 1,578 | -17.04 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 21,764 | -1.28 | 1,749 | -9.71 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 474,848 | -26.32 | 45,262 | -13.64 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 24,830 | -10.39 | 2,367 | 6.24 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 23,783 | -26.05 | 2,267 | -12.31 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 11,388 | -18.79 | 1,085 | -3.73 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 146,038 | -12.98 | 13,920 | 3.20 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 29,687 | -0.07 | 2,386 | -8.66 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 104,580 | -70.93 | 9,969 | -65.52 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 11,728 | -4.78 | 1,118 | 12.94 | ||||
| 2025-08-08 | 13F | Maple Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Gratus Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 0 | -100.00 | 0 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 23,856 | -22.21 | 2,274 | -7.75 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 39,169 | -2.97 | 3,734 | 15.07 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 177,961 | -8.76 | 17,419 | 14.07 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 19,237,014 | -2.33 | 1,833,672 | 15.84 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 40,630 | -4.91 | 3,873 | 12.75 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 51,311 | -3.71 | 4,891 | 4.40 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 7,928 | -3.52 | 756 | 14.39 | ||||
| 2025-08-05 | 13F | AGH Wealth Advisors, LLC | 40,468 | -2.52 | 3,859 | 15.64 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 8,933 | -3.02 | 851 | 15.00 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 127 | -27.84 | 12 | -14.29 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 12,275 | -4.09 | 1,170 | 13.81 | ||||
| 2025-07-24 | 13F | Stiles Financial Services Inc | 3,732 | -5.81 | 356 | 11.64 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 4,561 | -4.22 | 435 | 13.61 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 11,347 | -2.87 | 1,082 | 15.25 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 351,671 | -2.22 | 33,521 | 15.97 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 1,195,346 | -0.53 | 113,940 | 17.98 | ||||
| 2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 100 | -92.64 | 9 | -93.22 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 4,304 | -76.95 | 410 | -72.67 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 100,136 | -0.93 | 9,545 | 17.49 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 151,004 | -0.16 | 14,394 | 18.41 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 102,336 | -0.07 | 9,755 | 18.52 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 7,138 | -7.56 | 680 | 9.68 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 28,483 | -8.29 | 2,715 | 8.73 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 28,460 | -0.73 | 2,713 | 17.71 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 29,031 | -20.13 | 2,767 | -5.27 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 18,951 | -0.03 | 1,806 | 18.58 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 9,054 | -25.22 | 728 | -31.67 | ||||
| 2025-04-22 | 13F | Breakthru Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 70,304 | -7.19 | 6,701 | 10.09 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 157,522 | -3.41 | 15,015 | 14.56 | ||||
| 2025-08-14 | 13F | Potentia Wealth | 11,467 | -69.82 | 1,093 | -64.20 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 934 | -2.51 | 89 | 17.11 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 10,166 | -22.77 | 969 | -8.33 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 2,188 | -61.29 | 209 | -54.19 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 7,228 | -90.03 | 712 | -87.78 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 345,589 | -6.45 | 32,942 | 10.95 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 4,030 | -21.06 | 384 | -6.34 | ||||
| 2025-07-24 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 1,581,488 | -10.19 | 141,844 | -8.04 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 70,089 | -3.21 | 5,633 | -11.50 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 29,142 | -46.20 | 2,778 | -36.20 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 17,714 | -44.76 | 1,689 | -34.50 | ||||
| 2025-05-08 | 13F | Sound View Wealth Advisors Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 273,205 | -1.11 | 26,042 | 17.29 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 485,371 | -0.41 | 46,266 | 18.11 | ||||
| 2025-08-14 | 13F | Inspire Trust Co, N.a. | 3,507 | -84.82 | 334 | -82.00 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 61,457 | -10.01 | 5,858 | 6.74 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 2,836 | -38.12 | 270 | -26.43 | ||||
| 2025-07-17 | 13F | KWB Wealth | 1,103,542 | -3.61 | 88,692 | -11.86 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 15,558 | -14.60 | 1,483 | 1.23 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 2,463 | -22.69 | 235 | -8.59 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 36,812 | -3.59 | 3,509 | 14.34 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 10,529 | -0.14 | 1,004 | 18.42 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 167,565 | -26.49 | 15,972 | -12.82 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 3,197 | -1.33 | 305 | 16.92 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 5,976 | -0.33 | 570 | 18.30 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 203,249 | -26.61 | 19,374 | -12.96 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 226,129 | -31.60 | 21,555 | -19.46 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 918 | -11.82 | 87 | -4.40 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 245,689 | -12.94 | 19,687 | -4.63 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 3,775 | -0.50 | 360 | 18.09 | ||||
| 2025-08-13 | 13F | Beutel, Goodman & Co Ltd. | 271,232 | -6.00 | 26 | 8.70 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 41,005 | -33.95 | 3,909 | -21.67 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 20,582 | -93.91 | 1,962 | -92.79 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 16,496 | -1.20 | 1,572 | 17.23 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 338,467 | -10.55 | 32,263 | 6.09 | ||||
| 2025-08-07 | 13F | Fox Financial, Inc | 6,277 | -0.48 | 598 | 18.18 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 2,938 | -32.01 | 280 | -19.31 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 3,537 | -28.96 | 337 | -22.88 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 17,904 | -1.50 | 1,707 | 16.85 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 53,913 | -14.93 | 5,139 | 0.90 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 2,864 | -13.29 | 273 | 2.64 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 63,937 | -2.59 | 6,094 | 15.55 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 71,551 | -1.60 | 7,052 | 18.94 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 24,413 | -17.64 | 2,327 | -2.31 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 69,483 | -0.87 | 6,623 | 17.58 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 1,139,964 | -2.32 | 108,661 | 15.85 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 392,599 | -2.54 | 37,423 | 15.59 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 37,495 | -2.28 | 3,574 | 15.93 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 210,279 | -3.74 | 20,820 | 18.59 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 178,622 | -4.33 | 17,026 | 13.47 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 264,362 | -15.58 | 25,199 | 0.12 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Evermay Wealth Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 55,712 | -12.81 | 5,311 | 3.41 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 27,275 | -19.77 | 2,600 | -4.87 | ||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 219,123 | -0.25 | 20,887 | 18.31 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 4,835 | -1.57 | 461 | 17.01 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 26,159 | -2.40 | 2,565 | 11.28 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 16,972 | -5.56 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2,075 | -84.38 | 198 | -81.54 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 36,446 | -37.13 | 3,474 | -25.42 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 9,975 | -26.96 | 951 | -13.40 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 102,713 | -5.14 | 9,791 | 12.50 | ||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 2,627 | -0.76 | 250 | 17.92 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 252 | -14.29 | 20 | -20.00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 168,757 | -4.75 | 16,086 | 12.96 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB | 9,900 | -84.06 | 944 | -81.10 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 23,611 | -0.89 | 2,251 | 17.55 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 59,340 | -30.33 | 5,656 | -17.37 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 165,223 | -15.79 | 15,749 | -0.12 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 26,677 | -8.17 | 2,543 | 8.91 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 4,200 | -44.74 | 398 | -34.54 | |||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1,331 | -0.08 | 127 | 17.76 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 592,524 | -28.93 | 56 | -16.42 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 2,300 | -11.54 | 218 | 4.81 | |||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 4,592,176 | -3.21 | 437,726 | 14.80 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 11,000 | -9.84 | 967 | -1.43 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 227,380 | -67.40 | 21,674 | -64.65 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 16,194 | -0.03 | 1,544 | 18.60 | ||||
| 2025-04-23 | 13F | WoodTrust Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 66,394 | -1.74 | 6,329 | 16.54 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 3,047 | -0.59 | 290 | 17.89 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 222,618 | -0.98 | 21,220 | 17.43 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 125 | -31.69 | 12 | -21.43 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 95,571 | -11.88 | 9,110 | 4.50 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Nbw Capital Llc | 5,507 | -21.27 | 525 | -6.76 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 236,796 | -0.71 | 22,571 | 17.76 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 77,223 | -7.87 | 7,361 | 9.26 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 159,160 | -0.61 | 15,290 | 18.81 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 6,525 | -21.89 | 622 | -7.45 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 9,724 | -13.62 | 927 | 2.43 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 88,631 | -2.61 | 8,448 | 15.50 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 75,740 | -1.73 | 7,219 | 16.55 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 9,045 | -6.25 | 862 | 11.23 | ||||
| 2025-07-29 | 13F | Spirit Of America Management Corp/ny | 831 | -36.81 | 81 | -22.86 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 12,037 | -4.54 | 1,147 | 13.23 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 13,714 | -4.25 | 1,307 | 13.55 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 7,033 | -18.05 | 670 | -2.76 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 3,794 | -33.66 | 362 | -28.09 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 245,462 | -0.09 | 23,397 | 18.50 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2,946 | -1.77 | 281 | 16.18 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 | 4,501 | -4.23 | 429 | 13.79 | ||||
| 2025-05-13 | 13F | Paradigm Financial Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 7,348 | -3.90 | 700 | 14.01 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 6,626 | -0.87 | 632 | 17.50 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 29,000 | -0.56 | 2,764 | 17.97 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 2,785 | -38.10 | 266 | -26.59 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 4,170 | -5.72 | 326 | -8.17 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 46 | -60.68 | 4 | -55.56 | ||||
| 2025-04-23 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 3,061 | -24.79 | 303 | -7.65 | ||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 93,718 | -1.35 | 8,933 | 17.00 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 29,673 | -0.85 | 2,828 | 17.59 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 3,354 | -32.97 | 270 | -32.75 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 19,683 | -13.53 | 1,876 | 2.57 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 60,065 | -26.12 | 5,725 | -12.38 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 24,434 | -3.33 | 2,329 | 14.67 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 18,046 | -15.80 | 1,720 | -12.87 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 15,187 | -0.63 | 1,448 | 17.83 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 285,224 | -93.22 | 27,188 | -91.96 | ||||
| 2025-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 233,236 | -26.88 | 22,232 | -13.28 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 9,874 | -26.02 | 941 | -12.22 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio | 1,195,346 | -0.53 | 113,940 | 17.98 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 53,278 | -0.10 | 5,106 | 25.27 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 73,873 | -6.01 | 7,042 | 11.46 | ||||
| 2025-08-13 | 13F | Quest Investment Management Llc | 269,637 | -1.89 | 25,702 | 16.36 | ||||
| 2025-05-13 | 13F | Quantbot Technologies LP | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Wallington Asset Management, LLC | 7,580 | -9.00 | 723 | 7.92 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 403,403 | -0.95 | 38,452 | 17.48 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 132,770 | -54.96 | 12,656 | -46.59 | ||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 12,460 | -6.60 | 1,188 | 10.73 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 12,279 | -38.16 | 1,170 | -26.65 | ||||
| 2025-07-24 | NP | ARAAX - Horizon Active Risk Assist Fund Advisor Class | 3,230,323 | -9.04 | 289,728 | -6.86 | ||||
| 2025-08-14 | 13F | Banco BTG Pactual S.A. | 16,748 | -35.51 | 1,596 | -23.53 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 77,944 | -2.22 | 7,430 | 15.97 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 2,678 | -1.47 | 253 | 14.55 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 2,637 | -13.60 | 251 | 2.45 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3,151 | -6.89 | 300 | 10.70 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 30,480 | -3.23 | 3,032 | 30.65 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 26,132 | -27.78 | 2,491 | -14.37 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 27,955 | -0.90 | 2,665 | 17.51 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,917,088 | -6.56 | 182,737 | 10.83 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 67,871 | -26.06 | 6 | -14.29 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 54,670 | -7.53 | 5,211 | 9.68 | ||||
| 2025-08-04 | 13F | Terril Brothers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 66,948 | -7.92 | 6,546 | 13.08 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 70,315 | -3.21 | 6,702 | 14.80 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 6,838 | -31.39 | 675 | -15.86 | ||||
| 2025-05-13 | 13F | Azimuth Capital Investment Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 25,580 | -80.37 | 2,438 | -78.71 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 9,815 | -55.37 | 936 | -47.09 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 3,890 | -4.98 | 371 | 12.46 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB | 1,654,000 | -26.87 | 157,659 | -13.27 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 828,628 | -0.55 | 78,985 | 17.94 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 21,399 | -22.98 | 2,040 | -8.65 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 117,292 | -1.35 | 11,180 | 17.01 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 234,575 | -12.09 | 22,360 | 4.27 | ||||
| 2025-04-22 | 13F | Consolidated Planning Corp | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 24,347 | -19.75 | 2,321 | -4.84 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 2,337 | -82.81 | 223 | -79.67 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 3,760 | -94.24 | 358 | -93.18 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 144,380 | -0.83 | 13,762 | 17.61 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 75,517 | -3.50 | 7,198 | 14.45 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 18,815 | -0.90 | 1,793 | 17.57 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 44,532 | -0.02 | 4,245 | 18.58 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 9,506 | -4.52 | 906 | 13.25 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 12,523 | -6.89 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 6,951 | -0.57 | 663 | 18.00 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 24,196 | -14.58 | 2,306 | 1.32 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 70,551 | -4.28 | 6,725 | 13.52 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | Call | 4,500 | -30.77 | 429 | -18.01 | |||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2,446 | -1.09 | 231 | 15.00 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 53,429 | -7.35 | 5,093 | 9.88 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 |
