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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | EWG Elevate Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Federation des caisses Desjardins du Quebec | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 29,204 | -68.58 | 3,030 | -67.26 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 2,251 | -30.80 | 229 | -32.34 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 25,854 | -59.13 | 2,627 | -59.99 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 4,388 | -8.34 | 446 | -10.28 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 20,705 | -49.20 | 2,104 | -50.26 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 9,991 | -28.34 | 1,015 | -29.81 | ||||
| 2025-04-09 | 13F | LVW Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | FIL Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 21,692 | -55.48 | 2,204 | -56.41 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 5,151 | -32.24 | 1 | |||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | GenTrust, LLC | 213,842 | -11.35 | 21,726 | -13.19 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 13,156 | -36.84 | 1,337 | -38.18 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 11,587 | -5.73 | 1,177 | -7.69 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 21,929 | -29.73 | 2,228 | -31.17 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 95 | -11.21 | 10 | -18.18 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 3,356 | -7.01 | 341 | -9.09 | ||||
| 2025-07-29 | NP | RORO - ATAC US Rotation ETF | 23,647 | -24.56 | 2,358 | -28.05 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 710 | -46.29 | 72 | -47.45 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 47,433 | -2.39 | 4,819 | -4.40 | ||||
| 2025-04-21 | 13F | Colony Family Offices, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 636,501 | -12.69 | 64,669 | -14.50 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 5,229 | -14.47 | 531 | -16.25 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 61,913 | -35.82 | 6,290 | -37.16 | ||||
| 2025-08-06 | 13F | Harvest Portfolios Group Inc. | 156,879 | -5.12 | 15,939 | -7.08 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 102,224 | -47.58 | 10,381 | -48.70 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 2,145 | -9.53 | 211 | -19.47 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2,675 | -2.44 | 272 | -4.58 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 26,080 | -18.83 | 2,650 | -20.52 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Bristlecone Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 10,377 | -30.68 | 1,054 | -32.13 | ||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 9,142 | -79.14 | 929 | -79.59 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 172,596 | -1.05 | 17,310 | -4.35 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 7,778 | -44.12 | 790 | -45.29 | ||||
| 2025-08-08 | 13F | Creative Planning | 5,535 | -1.30 | 562 | -3.27 | ||||
| 2025-05-12 | 13F | CFS Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 15,895 | -16.99 | 1,615 | -18.73 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 270 | -93.29 | 27 | -93.53 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 2,348 | -17.76 | 239 | -19.59 | ||||
| 2025-04-11 | 13F | Principia Wealth Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Bogart Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,229 | -28.21 | 125 | -29.94 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1 | -50.00 | 0 | |||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 12,475 | -5.38 | 1,265 | -7.46 | ||||
| 2025-04-16 | 13F/A | Avaii Wealth Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Atomi Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 4,896 | -22.47 | 497 | -24.12 | ||||
| 2025-04-18 | 13F | CENTRAL TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 16,398 | -33.07 | 1,666 | -34.44 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 25,643 | -38.24 | 2,605 | -39.47 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 19,170 | -42.57 | 1,948 | -43.76 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 959 | -96.30 | 0 | -100.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 122,725 | -18.20 | 12 | -20.00 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 8,268 | -68.95 | 840 | 69.01 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 33,476 | -2.40 | 3,401 | -4.41 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 7,903 | -41.08 | 803 | -42.34 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 81,902 | -28.01 | 8,321 | -29.50 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,031 | -0.77 | 105 | -2.80 | ||||
| 2025-05-12 | 13F | Greenwich Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 73 | -77.54 | 7 | -78.79 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-21 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Members Advisory Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 48 | -86.09 | 5 | -88.57 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 2,778 | -7.58 | 282 | -9.32 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 75,458 | -37.64 | 8 | -41.67 | ||||
| 2025-08-12 | 13F | Corebridge Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 66,229 | -28.27 | 6,729 | -29.97 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Asset Planning,Inc | 766 | -0.65 | 78 | -3.75 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8,011 | -70.80 | 814 | -71.43 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 2,100 | -83.59 | 213 | -83.96 | |||
| 2025-08-11 | 13F | Retirement Capital Strategies | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | GGM Financials LLC | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | PFJDX - RiskPro® Dynamic 20-30 Fund Class R | 51,720 | -42.81 | 5,309 | -41.45 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 5,835 | -15.13 | 593 | -16.97 | ||||
| 2025-05-07 | 13F | Panoramic Investment Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Invenio Wealth Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4,676 | -0.97 | 475 | -2.86 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 39,384 | -7.01 | 3,922 | -9.19 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 40,677 | -2.38 | 4,103 | -5.09 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 7,813 | -16.71 | 794 | -18.50 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12,475 | -9.04 | 1,267 | -10.90 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 4,416 | -71.57 | 439 | -72.81 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 11,060 | -5.31 | 1,109 | -4.48 | ||||
| 2025-06-23 | NP | IRTR - iShares LifePath Retirement ETF | 7,752 | -0.91 | 796 | 1.40 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Syon Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 737 | -66.64 | 75 | -67.69 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 6,196 | -10.91 | 630 | -12.76 | ||||
| 2025-04-30 | 13F | Tru Independence Asset Management 2, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2,859 | -99.30 | 290 | -99.31 | ||||
| 2025-08-12 | 13F | Prudential Plc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 90,571 | -17.85 | 9,202 | -19.56 | ||||
| 2025-08-13 | 13F | bLong Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 20,575 | -19.70 | 2,054 | -22.72 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 35,551 | -5.46 | 3,612 | -7.43 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 6,254 | -31.26 | 635 | -32.66 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 11,713 | -1.20 | 1,190 | -3.17 | ||||
| 2025-08-14 | 13F | Comerica Bank | 45,987 | -3.31 | 4,672 | -5.31 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 7,369 | -39.25 | 749 | -40.54 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 6,905 | -81.28 | 702 | -81.68 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 31,453 | -2.09 | 3,196 | -4.11 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 4,050 | -16.49 | 411 | -18.29 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 7,284 | -4.08 | 740 | -5.97 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 255 | -70.82 | 26 | -70.79 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 18,340 | -23.31 | 1,801 | -27.41 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 467 | -51.20 | 47 | -51.04 | ||||
| 2025-04-25 | 13F | Tradewinds Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,098 | -3.05 | 213 | -4.91 | ||||
| 2025-08-15 | 13F | E Fund Management Co., Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 7,187 | -42.93 | 730 | -44.10 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 109,910 | -37.37 | 11,167 | -38.67 | ||||
| 2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 64,567 | -4.92 | 6,560 | -6.88 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 5,516 | -43.82 | 560 | -44.99 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 21,440 | -26.09 | 2,178 | -27.62 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 79,611 | -6.98 | 8,089 | -8.91 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Arrow Financial Corp | 54,946 | -23.76 | 5,583 | -25.34 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 1,707,464 | -3.38 | 173,480 | -5.38 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 623 | -6.88 | 63 | -5.97 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 97 | -72.75 | 10 | -75.00 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Future You Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1,245 | -17.00 | 127 | -18.71 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 21,020 | -1.41 | 2,136 | -3.48 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 2,796 | -24.23 | 284 | -25.65 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 3,563 | -98.42 | 362 | -98.45 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 17,877 | -1.54 | 1,816 | -3.51 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 119,418 | -3.13 | 12,133 | -5.14 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 10,053 | -8.07 | 1,021 | -9.96 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 6,907 | -10.96 | 702 | -12.81 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 43,607 | -9.65 | 4,430 | -11.52 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 12,617 | -1.30 | 1,282 | -3.39 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 3,462 | -39.72 | 352 | -41.01 | ||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 663,460 | -39.25 | 67,408 | 59,552.21 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 752 | -1.57 | 76 | -3.80 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 81,652 | -1.20 | 8,296 | -3.25 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 325 | -1.81 | 33 | -2.94 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 39,101 | -57.56 | 3,973 | -58.44 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 2,153 | -46.09 | 219 | -47.34 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 3,495 | -9.60 | 355 | -11.47 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 6,836 | -36.17 | 695 | -37.53 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 12,271 | -36.23 | 1,232 | -38.33 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 6,959 | -1.79 | 707 | -3.81 | ||||
| 2025-07-16 | 13F | Cresta Advisors, Ltd. | 41,843 | -1.44 | 4,251 | -3.47 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Abound Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7,149 | -4.97 | 726 | -6.92 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 36,336 | -5.64 | 3,663 | -7.76 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 14,198 | -2.36 | 1,442 | -4.38 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | ITDF - iShares LifePath Target Date 2050 ETF | 1,190 | -7.10 | 122 | -4.69 | ||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 9,102 | -0.32 | 925 | -2.43 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 53,278 | -69.87 | 5,388 | -70.59 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 25,420 | -8.68 | 2,583 | -10.60 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 9,002 | -6.62 | 915 | -8.60 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Mutual Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 32,564 | -48.68 | 3,309 | -49.75 | ||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 15,744 | -3.03 | 1,600 | -5.05 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 30,500 | -56.92 | 3,099 | -57.82 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 8,300 | -23.85 | 843 | -25.40 | |||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7,437 | -5.61 | 756 | -7.59 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12 | -78.57 | 1 | -80.00 | ||||
| 2025-04-18 | 13F | Demars Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 44,168 | -3.19 | 4,487 | -5.20 | ||||
| 2025-05-13 | 13F | Paradigm Financial Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Tower View Investment Management & Research LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 251 | -1.57 | 26 | 0.00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 942 | -24.46 | 96 | -26.36 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 550 | -48.65 | 56 | -50.45 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 9,961 | -20.78 | 1,012 | -22.39 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 3,306 | -28.36 | 336 | -29.92 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 4,085 | -39.59 | 415 | -40.80 | ||||
| 2025-05-13 | 13F | Nations Financial Group Inc, /ia/ /adv | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 28,421 | -9.95 | 2,888 | -11.82 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 369 | -52.57 | 37 | -53.75 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 68 | -12.82 | 7 | -25.00 | ||||
| 2025-05-01 | 13F | LRI Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 91,196 | -0.64 | 9,266 | -2.70 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,015,230 | -16.70 | 103,147 | -18.43 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 2,558 | -6.40 | 260 | -8.48 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 17,623 | -22.98 | 1,749 | -26.34 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 10,817 | -4.17 | 1,099 | -6.15 | ||||
| 2025-07-24 | 13F | E Fund Management (Hong Kong) Co., Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 2,127 | -0.28 | 216 | -0.46 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 52,349 | -15.16 | 5,319 | -16.92 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 24,231 | -3.65 | 2,462 | -5.67 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 156 | -4.88 | 16 | -6.25 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7,478 | -46.40 | 760 | -47.55 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 49 | -3.92 | 5 | 0.00 | ||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 3,706 | -2.98 | 377 | -5.05 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | True North Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 566,504 | -9.93 | 57,557 | -11.79 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4,447 | -22.63 | 452 | -24.33 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4,832 | -82.95 | 491 | -83.33 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 87,898 | -4.85 | 8,930 | -6.81 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 4,612 | -54.37 | 469 | -55.34 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 9,932 | -2.95 | 1,009 | -4.90 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 6,556 | -22.95 | 666 | -24.49 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 9,609 | -7.68 | 976 | -9.55 |
