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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Financial Life Advisors | 2,425 | -7.51 | 258 | -6.88 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 83,457 | -1.59 | 8,875 | -0.90 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 5,297 | -6.79 | 563 | -6.17 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 70,902 | -0.45 | 7,540 | 0.25 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 12,911 | -1.90 | 1,373 | -1.22 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 4,290 | -27.87 | 456 | -27.39 | ||||
| 2025-08-04 | 13F | Balentine LLC | 144 | -89.25 | 15 | -89.36 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 264,342 | -0.16 | 28,110 | 0.54 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-13 | 13F | LifePlan Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 9,134 | -2.66 | 971 | -1.92 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 2,249 | -29.67 | 239 | -29.08 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Trust Co | 1,449 | -36.03 | 154 | -35.56 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 2,517 | -31.00 | 268 | -30.39 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 66,064 | -38.32 | 7,025 | -37.89 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 13,724 | -51.33 | 1,459 | -50.99 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 33,355 | -5.46 | 3,563 | -4.35 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 4,126 | -4.78 | 439 | -4.16 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 300 | -26.65 | 32 | -27.91 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Durante & Waters, Llc | 42,817 | -0.19 | 4,553 | 0.53 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 4,055 | -8.67 | 431 | -8.12 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Dravo Bay Llc | 7,448 | -1.68 | 792 | -0.88 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 23,933 | -45.00 | 2,545 | -44.61 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 48,712 | -3.38 | 5,180 | -2.69 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 5,330 | -6.65 | 567 | -5.98 | ||||
| 2025-04-14 | 13F | Pallas Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 231,557 | -20.36 | 24,608 | -19.86 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 8,212 | -14.91 | 873 | -14.33 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5,028 | -0.87 | 535 | 0.56 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 45,056 | -6.10 | 4,791 | -5.45 | ||||
| 2025-08-06 | 13F | Cornerstone Investment Partners, LLC | 3,861 | -9.89 | 411 | -9.29 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 2,419 | -8.16 | 257 | -7.55 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 6,101 | -0.62 | 649 | 0.00 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 9,195 | -17.31 | 978 | -16.78 | ||||
| 2025-08-01 | 13F | First National Trust Co | 11,537 | -7.54 | 1,227 | -6.91 | ||||
| 2025-05-02 | 13F | Forum Financial Management, LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 29,346 | -32.60 | 3,121 | -32.13 | ||||
| 2025-05-08 | 13F | Arkadios Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 15,878 | -4.72 | 1,688 | -4.04 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 116,067 | -3.53 | 12,343 | -2.86 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 4,694 | -2.07 | 499 | -1.38 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 18,168 | -12.62 | 1,932 | -12.03 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 4,255 | -8.57 | 452 | -7.94 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 9,145 | -9.12 | 972 | -8.47 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 2,851 | -56.04 | 304 | -55.49 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 11,117 | -63.79 | 1,182 | -63.54 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 4,925 | -10.70 | 524 | -10.14 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 3,667 | -15.51 | 390 | -15.07 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 33,353 | -7.91 | 3,547 | -7.27 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 51,092 | -5.35 | 5,433 | -4.68 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 1,591 | -72.74 | 166 | -72.83 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 51,244 | -0.79 | 5,449 | -0.09 | ||||
| 2025-05-01 | 13F | Auour Investments LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Shade Tree Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 14,432 | -4.39 | 1,535 | -3.76 | ||||
| 2025-05-15 | 13F | First Manhattan Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 5,131 | -10.47 | 546 | -9.92 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | Harbor Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | U S Global Investors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 39,210 | -1.67 | 4,170 | -0.97 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 2,672 | -0.04 | 284 | 0.71 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 3,748 | -0.66 | 399 | 0.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 85,945 | -50.22 | 9,139 | -49.87 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 94,867 | -18.15 | 10 | -16.67 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 11,731 | -7.13 | 1,247 | -6.45 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 12,669 | -4.51 | 1,347 | -3.85 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 2,685 | -18.96 | 286 | -18.34 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 7,736 | -23.79 | 823 | -23.25 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 18,914 | -2.52 | 2,011 | -1.81 | ||||
| 2025-07-24 | 13F | Lindenwold Advisors | 43,667 | -1.85 | 4,644 | -1.15 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 143,333 | -2.11 | 15,242 | -1.42 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14,979 | -34.13 | 1,593 | -33.69 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 33,036 | -3.56 | 3,513 | -2.88 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 4,432 | -24.83 | 471 | -24.28 | ||||
| 2025-08-12 | 13F | Ade, Llc | 19,723 | -19.32 | 2,097 | -18.75 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 26,576 | -31.68 | 2,826 | -31.19 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 159,994 | -0.25 | 17,014 | 0.45 | ||||
| 2025-08-07 | 13F | Nwam Llc | 11,850 | -12.58 | 1,260 | -11.95 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 68,156 | -0.07 | 7,271 | 1.45 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 5,119 | -50.99 | 544 | -50.64 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 1,750 | -49.94 | 186 | -49.59 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Hsbc Holdings Plc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7,833 | -5.86 | 833 | -5.13 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 81,975 | -12.39 | 8,717 | -11.78 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 2,010 | -25.83 | 214 | -25.52 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2,039 | -0.97 | 217 | -0.46 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 5,026 | -5.33 | 534 | -4.64 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 46,870 | -14.04 | 4,984 | -13.44 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 7,790 | -6.94 | 828 | -6.33 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-06-06 | 13F | Blue Oak Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 22 | -65.08 | 2 | -66.67 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 2,457 | -0.04 | 261 | 0.77 | ||||
| 2025-05-13 | 13F | Horizon Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 51,484 | -7.79 | 5,475 | -7.14 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | SPMFX - Symmetry Panoramic Municipal Fixed Income Fund Class I Shares | 33,444 | -2.05 | 3,543 | -2.21 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 38,185 | -1.22 | 4,061 | -0.54 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 8,728 | -10.80 | 928 | -10.16 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 122 | -84.65 | 13 | -85.54 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 213,359 | -14.62 | 22,689 | -14.02 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 35,345 | -0.22 | 3,759 | 0.48 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 114,320 | -1.99 | 12,157 | -1.31 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 74,966 | -28.62 | 7,972 | -28.12 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 31,554 | -1.39 | 3,349 | -0.71 | ||||
| 2025-06-03 | 13F | Invst, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 9,888 | -0.10 | 1,051 | 0.57 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 3,172 | -49.20 | 0 | |||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 4,507 | -17.14 | 479 | -16.55 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 2,342 | -51.41 | 249 | -51.08 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 1,985 | -3.97 | 211 | -3.21 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 203,146 | -13.87 | 22 | -12.50 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 88,566 | -10.20 | 9,418 | -9.57 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 13,949 | -7.88 | 1,483 | -7.25 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 3,501 | -3.98 | 372 | -3.38 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 11,480 | -8.46 | 1,221 | -7.85 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 29,172 | -5.20 | 3,102 | -4.52 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 15,476 | -0.91 | 1,646 | -0.24 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 17,914 | -6.93 | 1,905 | -6.30 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 3,211 | -54.25 | 342 | -53.98 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 27,211 | -4.59 | 2,894 | -3.92 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 41,526 | -10.55 | 4,416 | -9.93 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 2,715 | -46.90 | 289 | -46.57 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 46,194 | -2.69 | 4,912 | -2.01 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 40,875 | -2.39 | 4,347 | -1.72 | ||||
| 2025-04-23 | 13F | TSA Wealth Managment LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 187 | -22.41 | 20 | -24.00 | ||||
| 2025-05-21 | 13F | Indiana Trust & Investment Management CO | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Arkfeld Wealth Strategies, L.L.C. | 12,162 | -0.86 | 1,293 | 0.47 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 2,865 | -1.44 | 305 | -0.65 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 5,551 | -0.32 | 590 | 0.34 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 11,160 | -0.02 | 1,187 | 0.68 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 2,431 | -0.61 | 259 | 0.00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 7,163 | -3.29 | 756 | -3.20 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 31,178 | -0.02 | 3,315 | 0.67 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 97,864 | -1.02 | 10,407 | -0.34 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 31,702 | -0.55 | 3,371 | 0.15 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 5,416 | -0.02 | 576 | 0.70 | ||||
| 2025-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 4,239 | -6.88 | 451 | -6.25 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 13,625 | -2.15 | 1,449 | -1.50 | ||||
| 2025-04-30 | 13F | True Vision MN LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 63,216 | -5.14 | 6,722 | -4.48 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 23,970 | -7.05 | 2,549 | -6.39 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 23,604 | -10.65 | 2,510 | -10.00 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 9,080 | -52.20 | 966 | -51.89 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 550 | -88.39 | 58 | -88.40 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 10,735 | -5.83 | 1,142 | -5.15 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 32,289 | -61.58 | 3,434 | -61.32 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 6,193 | -20.34 | 659 | -19.76 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 4,710 | -1.88 | 501 | -1.19 | ||||
| 2025-07-16 | 13F | American National Bank | 13,547 | -5.60 | 1,441 | -4.95 | ||||
| 2025-08-14 | 13F | Family Management Corp | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | ORG Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13,818 | -7.12 | 1,469 | -6.49 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 2,437 | -8.45 | 259 | -7.83 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 13,625 | -6.27 | 1,449 | -5.61 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 135,485 | -3.79 | 14,408 | -3.11 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 157,618 | -70.30 | 16,761 | -70.09 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 19,379 | -13.41 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 46,442 | -0.81 | 4,939 | -0.12 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 170,066 | -13.32 | 18,085 | -12.72 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Creekmur Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 59,800 | -6.82 | 6,359 | -6.17 | ||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 5,190 | -8.56 | 552 | -8.01 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 3,387 | -16.96 | 360 | -16.28 | ||||
| 2025-07-22 | 13F | White & Co Financial Planning Inc | 2,259 | -2.25 | 240 | -1.23 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 17,239 | -2.53 | 1,833 | -1.82 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 818,504 | -1.36 | 87,040 | -0.67 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 2,694 | -1.75 | 286 | -0.69 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 5,477 | -9.80 | 582 | -9.20 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 26,540 | -6.12 | 2,822 | -5.46 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 3,824 | -30.42 | 407 | -30.00 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 3,346 | -63.74 | 356 | -63.55 | ||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 123,539 | -0.31 | 13 | 0.00 | ||||
| 2025-08-13 | 13F | Horiko Capital Management Llc | 32,003 | -25.71 | 3,403 | -25.19 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 6,333 | -0.94 | 673 | -0.30 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 10,601 | -4.83 | 1,127 | -4.17 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 25,325 | -7.53 | 2,693 | -6.88 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1,244,081 | -0.93 | 132,296 | -0.24 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 21,211 | -1.96 | 2,255 | -0.88 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 16,138 | -56.95 | 1,716 | -56.64 | ||||
| 2025-04-16 | 13F | Opal Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Evergreen Wealth Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Human Investing LLC | 12,973 | -2.30 | 1,380 | -1.64 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 4,074 | -0.22 | 433 | 0.46 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 27,672 | -24.75 | 2,943 | -24.23 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 40,996 | -7.42 | 4,360 | -6.78 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Zacks Investment Management | 7,154 | -23.31 | 761 | -22.84 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 26,927 | -16.08 | 2,863 | -15.50 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 50,813 | -27.04 | 5,403 | -26.53 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 15,748 | -0.18 | 1,675 | 0.54 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 11,840 | -13.77 | 1,259 | -13.11 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 3,299 | -46.25 | 351 | -45.99 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 382,221 | -2.87 | 40,645 | -2.19 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 613,408 | -7.71 | 65,230 | -7.07 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 46,004 | -18.16 | 4,892 | -17.57 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 21,819 | -21.50 | 2,320 | -20.95 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 3,516 | -6.66 | 374 | -6.05 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 47,691 | -5.08 | 5,071 | -3.67 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 411,285 | -1.11 | 43,736 | -0.42 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 3,000 | -16.60 | 319 | -15.83 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 40,422 | -66.18 | 4,298 | -65.95 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 3,854 | -33.34 | 410 | -32.95 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 3,156 | -3.55 | 336 | -2.90 | ||||
| 2025-07-22 | 13F | Safir Wealth Advisors, LLC | 25,929 | -3.34 | 2,757 | -2.65 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 11,963 | -9.60 | 1,272 | -8.95 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | First Community Trust Na | 2,671 | -33.57 | 284 | -33.02 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 4,115 | -1.65 | 438 | -0.91 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Austin Asset Management Co Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-09 | 13F | Intrust Bank Na | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 179,410 | -4.04 | 19,078 | -3.37 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 85,213 | -1.47 | 9,062 | -0.78 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 26,480 | -4.92 | 2,816 | -4.25 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 5,995 | -13.84 | 637 | -13.22 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 2,015 | -31.18 | 214 | -30.74 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 108 | -95.11 | 11 | -95.28 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 3,886 | -8.82 | 0 | |||||
| 2025-05-02 | 13F | Summit X, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 9,188 | -1.61 | 981 | -0.51 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 117,055 | -2.01 | 12,448 | -1.33 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 8,677 | -20.52 | 923 | -19.97 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 85 | -70.59 | 0 | |||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 22,325 | -24.19 | 2,374 | -23.64 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 6,097 | -2.04 | 648 | -1.37 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 125,984 | -20.72 | 13,397 | -20.17 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 24,052 | -1.48 | 2,558 | -0.81 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 3,155 | -0.66 | 336 | 0.00 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 3,801 | -1.30 | 404 | -0.49 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 49,097 | -23.60 | 5,221 | -23.06 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 386,297 | -4.15 | 41,079 | -3.48 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 6,969 | -7.30 | 741 | -6.56 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 6,028 | -0.48 | 643 | 0.63 | ||||
| 2025-07-15 | 13F | Capstone Capital Wealth Advisors | 3,862 | -4.41 | 411 | -3.76 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18,024 | -2.81 | 1,916 | -2.04 | ||||
| 2025-04-15 | 13F | Collier Financial | 1,816 | -3.81 | 192 | -4.02 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,130,527 | -10.92 | 120,220 | -10.30 | ||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 5,118 | -30.58 | 1 | |||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 7,202 | -61.33 | 766 | -61.09 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 6,999 | -6.77 | 744 | -6.06 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 3,690 | -12.35 | 0 | |||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 22,850 | -20.74 | 2,430 | -20.20 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 155 | -38.49 | 16 | -38.46 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 21,237 | -0.31 | 2,258 | 0.40 | ||||
| 2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | Wesbanco Bank Inc | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | Rye Brook Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 2,558 | -0.81 | 272 | 0.00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 23,462 | -1.64 | 2,495 | -0.95 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 6,416 | -3.01 | 682 | -2.29 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 8,932 | -34.97 | 950 | -34.55 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 28,246 | -3.35 | 3,004 | -2.69 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 8,204 | -3.66 | 872 | -3.00 | ||||
| 2025-05-13 | 13F | SevenBridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 13,935 | -8.79 | 1,482 | -8.18 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 43,025 | -11.32 | 4,575 | -10.70 | ||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 1,881 | -1.16 | 200 | 0.00 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 16,072 | -0.37 | 1,710 | 1.06 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 3,605 | -7.54 | 383 | -6.81 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-19 | 13F/A | AAFCPAs Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 7,627 | -4.56 | 811 | -3.80 | ||||
| 2025-05-15 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 61,145 | -0.89 | 6,502 | -0.18 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2,894 | -14.10 | 308 | -13.52 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 7,457 | -1.53 | 793 | -0.88 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3,149 | -0.60 | 335 | 0.00 | ||||
| 2025-05-12 | 13F | Frank, Rimerman Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 37,577 | -11.51 | 3,996 | -10.91 | ||||
| 2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 3,504 | -31.75 | 373 | -31.37 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 18,457 | -8.33 | 1,963 | -7.71 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 53,303 | -3.29 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 18,148 | -1.96 | 1,930 | -1.28 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 5,954 | -11.70 | 633 | -11.10 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 54 | -37.21 | 6 | -44.44 | ||||
| 2025-07-21 | 13F | Vaughan Nelson Investment Management, L.p. | 6,956 | -0.93 | 740 | |||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 125,882 | -26.44 | 13,386 | -25.93 | ||||
| 2025-05-02 | 13F | Theory Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 2,661 | -13.29 | 283 | -12.96 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 5,166 | -1.62 | 547 | -0.91 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 627,813 | -18.83 | 66,762 | -18.26 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 15,000 | -0.25 | 1,595 | 0.50 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 0 | -100.00 | 0 | |||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 252 | -70.42 | 27 | -70.79 | ||||
| 2025-05-14 | 13F | United Bank | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 806 | -1.59 | 86 | -1.16 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1,339 | -64.23 | 142 | -64.05 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 16,003 | -3.17 | 1,702 | -2.52 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Kwmg, Llc | 21,691 | -17.30 | 2,307 | -16.72 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 7,011 | -2.15 | 746 | -1.46 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 6,217 | -1.54 | 661 | -0.75 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 5,411 | -0.97 | 575 | -0.17 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 6,863 | -2.31 | 730 | -1.62 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 67,069 | -2.07 | 7,132 | -1.38 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 11,616 | -63.19 | 1,235 | -62.94 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 80,402 | -9.30 | 8,550 | -8.66 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 36,201 | -3.42 | 3,850 | -2.75 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 2,653 | -0.15 | 282 | 0.71 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-05 | 13F | West Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 157,870 | -18.58 | 16,788 | -18.01 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 21,649 | -11.21 | 2,302 | -10.57 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 16,242 | -2.16 | 1,727 | -1.43 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 47,358 | -6.91 | 5,036 | -6.25 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 67,363 | -2.81 | 7 | 0.00 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 18,227 | -16.62 | 1,938 | -16.03 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 6,689 | -29.94 | 711 | -29.46 | ||||
| 2025-04-21 | 13F | LifeGoal Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 46 | -45.24 | 5 | -50.00 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 36,170 | -6.47 | 3,851 | -5.22 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 16,100 | -11.61 | 1,712 | -10.51 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 21,367 | -0.64 | 2,272 | 0.09 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | BWM Planning, LLC | 7,285 | -0.67 | 775 | 0.00 | ||||
| 2025-08-08 | 13F | Renasant Bank | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 32,929 | -0.97 | 3,502 | -0.28 | ||||
| 2025-05-08 | 13F | FSA Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 420 | -97.44 | 45 | -97.46 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 107,507 | -1.84 | 11,432 | -1.15 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 43,158 | -27.83 | 4,589 | -27.32 | ||||
| 2025-04-11 | 13F | Magnus Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Croban | 4,926 | -12.72 | 524 | -12.25 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Graypoint LLC | 7,232 | -9.19 | 769 | -8.56 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 2,670 | -0.52 | 284 | 0.00 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 30,995 | -2.08 | 3,296 | -1.38 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 11,603 | -56.85 | 1,234 | -56.57 |
