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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 18,205 | -0.82 | 1,083 | 0.09 | ||||
| 2025-04-10 | 13F | TrueWealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 521,867 | -1.62 | 31,213 | -0.94 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1,984 | -12.87 | 119 | -12.59 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jump Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 57,073 | -5.10 | 3,414 | -4.45 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 553 | -6.90 | 33 | -5.71 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 5,450 | -2.85 | 326 | -2.40 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 158,618 | -13.23 | 9,487 | -12.64 | ||||
| 2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 7,144 | -0.57 | 0 | |||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 5,181 | -4.62 | 310 | -4.04 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 13,980 | -18.42 | 836 | -17.80 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 23 | -4.17 | 1 | |||||
| 2025-04-11 | 13F | Independence Bank of Kentucky | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | BTG Pactual Asset Management US LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 36,204 | -8.40 | 2,165 | -7.75 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 898 | -99.90 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | AA Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 445,741 | -19.97 | 26,660 | -19.42 | ||||
| 2025-05-16 | 13F | Strait & Sound Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-04-02 | 13F | Clark Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 102,184 | -15.50 | 6,112 | -14.91 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 168,443 | -45.92 | 10,075 | -45.50 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 26,934 | -9.09 | 1,611 | -8.47 | ||||
| 2025-07-29 | 13F | Stableford Capital Ii Llc | 86,507 | -2.05 | 5,133 | -1.97 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | DDFG, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 78,727 | -12.28 | 4,709 | -11.67 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 344,943 | -46.73 | 20,631 | -46.36 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 693,774 | -85.80 | 41,495 | -85.70 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 36,140 | -24.14 | 2,162 | -23.61 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,923 | -36.58 | 175 | -34.83 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 40,425 | -1.00 | 2,418 | -0.33 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 9,400 | -31.39 | 562 | -30.87 | |||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 6,964 | -55.99 | 412 | -56.12 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 99,631 | -8.49 | 5,959 | -7.87 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 260,931 | -7.62 | 16 | -6.25 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 599 | -51.30 | 36 | -50.70 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 17,174 | -9.64 | 1,027 | -9.03 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 185,842 | -25.05 | 11 | -21.43 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 12,001 | -5.39 | 718 | -4.78 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 21,342 | -0.17 | 1,276 | 0.55 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 34,805 | -48.00 | 2,082 | -47.66 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 20,403 | -23.89 | 1,220 | -23.37 | ||||
| 2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 54,486 | -2.33 | 3,259 | -1.66 | ||||
| 2025-04-15 | 13F | Wealthcare Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Hazlett, Burt & Watson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 56,007 | -27.66 | 3,350 | -27.18 | ||||
| 2025-04-18 | 13F | Creative Capital Management Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 161,758 | -12.00 | 9,675 | -11.39 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 6,272 | -2.58 | 375 | -2.09 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 9,175 | -5.50 | 549 | -4.86 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 467,469 | -21.00 | 27,959 | -20.46 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 92,007 | -2.92 | 5,503 | -2.26 | ||||
| 2025-08-27 | NP | HCXSX - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares | 483,691 | -43.60 | 28,930 | -43.21 | ||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 88,217 | -17.26 | 5,276 | -16.68 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 10,709 | -0.06 | 641 | 0.63 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-11 | 13F | Enclave Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 278,623 | -8.00 | 16,664 | -7.36 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 294,976 | -3.91 | 18 | -5.56 | ||||
| 2025-08-13 | 13F | Cliffwater LLC | 710,087 | -7.52 | 42,470 | -6.88 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 227,976 | -4.42 | 13,635 | -3.76 | ||||
| 2025-05-15 | 13F | Texas Treasury Safekeeping Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 5,333 | -13.57 | 319 | -14.52 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 10,192 | -4.39 | 610 | -3.79 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 100,392 | -3.95 | 6,004 | -3.29 | ||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 35,843 | -7.59 | 2,144 | -6.95 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Hill Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 3,361 | -62.98 | 201 | -62.71 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | MSTGX - Morningstar Global Income Fund | 68,548 | -67.03 | 4,111 | -66.11 | ||||
| 2025-07-07 | 13F | Trust Co | 9,150 | -0.01 | 547 | 0.74 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 1,017,471 | -0.01 | 60,855 | 0.67 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 17,443 | -8.36 | 1,043 | -7.70 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1,425 | -48.57 | 85 | -48.17 | ||||
| 2025-06-20 | NP | ABXB - TrimTabs Donoghue Forlines Tactical High Yield ETF | 8,775 | -92.84 | 526 | -92.70 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 26,667 | -26.76 | 1,595 | -26.27 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 9,460 | -13.61 | 566 | -13.08 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 741 | -14.14 | 44 | -13.73 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB | 2,400,000 | -17.24 | 143,544 | -16.67 | ||||
| 2025-04-29 | 13F | One Day In July LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 96,875 | -8.13 | 5,794 | -7.49 | ||||
| 2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sfm, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5,852 | -86.12 | 350 | -86.03 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 105,217 | -1.57 | 6,293 | -0.88 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 3,546 | -21.43 | 212 | -20.90 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 4,225,407 | -0.14 | 252,722 | 0.55 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 14,700 | -7.44 | 879 | -6.79 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 337,201 | -3.68 | 20,168 | -3.01 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 51,533 | -85.33 | 3 | -85.00 | ||||
| 2025-05-14 | 13F | Guidance Point Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 19,278 | -0.41 | 1,153 | 0.35 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 345,737 | -10.13 | 20,679 | -9.35 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 4,708 | -7.49 | 282 | -6.95 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 7,375 | -0.95 | 441 | -0.23 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | HCUSX - The U.S. Government Fixed Income Securities Portfolio HC Strategic Shares | 3,187,898 | -56.98 | 190,668 | -56.68 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4,235 | -32.13 | 253 | -31.62 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 561,111 | -1.60 | 33,560 | -0.92 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 39,349 | -7.22 | 2,353 | -6.59 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | BWM Planning, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Aspiriant, Llc | 6,907 | -23.73 | 413 | -23.09 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 32,456 | -3.04 | 1,941 | -2.36 | ||||
| 2025-08-11 | 13F | AXS Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4,128,831 | -32.34 | 246,945 | -31.87 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 31,687 | -5.50 | 1,895 | -4.82 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 5,331 | -12.20 | 319 | -11.67 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 5,327 | -12.24 | 319 | -11.67 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 13,336 | -6.68 | 795 | -6.14 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 31,692 | -0.97 | 1,895 | -0.26 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 380,159 | -16.98 | 22,737 | -16.41 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 13,977 | -9.70 | 836 | -9.14 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 621,862 | -0.68 | 37,194 | 0.00 | ||||
| 2025-08-27 | NP | HCIIX - The Core Fixed Income Portfolio HC Strategic Shares | 197,801 | -67.85 | 11,830 | -67.63 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 224 | -70.41 | 13 | -70.45 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 95 | -9.52 | 6 | -16.67 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6,243 | -1.16 | 373 | -0.53 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 42,980 | -2.90 | 2,571 | -2.24 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6,053,320 | -36.77 | 362,049 | -36.33 | ||||
| 2025-05-13 | 13F | State of Tennessee, Treasury Department | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Banque Pictet & Cie Sa | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Orion Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Cascade Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 25,575 | -48.67 | 1,530 | -48.33 | ||||
| 2025-04-29 | 13F | Whelan Financial | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 96,355 | -0.14 | 5,764 | 0.58 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 41,023 | -0.33 | 2,454 | 0.37 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 72,197 | -40.64 | 4 | -42.86 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 481 | -1.23 | 28 | -3.57 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 130,082 | -19.38 | 7,697 | -19.25 | ||||
| 2025-05-13 | 13F | Maripau Wealth Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 640,090 | -2.53 | 38,284 | -1.85 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | MRP Capital Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | UMA Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 17,319 | -39.55 | 1,036 | -39.15 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4,773 | -1.77 | 285 | -1.04 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 45,151 | -3.84 | 2,700 | -3.19 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 50 | -92.51 | 3 | -94.87 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 11,720 | -18.37 | 701 | -17.84 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 1,935 | -1.98 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 19,111,064 | -20.14 | 1,143,033 | -19.59 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 37,457 | -3.97 | 2,240 | -3.28 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9,553 | -11.33 | 571 | -10.64 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 20,149 | -11.00 | 1,205 | -10.34 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 23,437 | -0.25 | 1,402 | 0.43 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 5,263 | -0.66 | 315 | 0.00 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 293,123 | -39.71 | 17,532 | -39.30 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 9,975 | -19.26 | 597 | -18.69 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 12,131 | -1.24 | 726 | -0.55 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 8,411 | -20.45 | 503 | -19.90 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 5,921 | -0.20 | 354 | 0.57 | ||||
| 2025-08-14 | 13F | State Street Corp | 4,450,000 | -19.09 | 266,154 | -18.53 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 40,559 | -0.73 | 2,426 | -0.08 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 526 | -74.66 | 0 | |||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1,079,310 | -11.31 | 64,554 | -10.70 | ||||
| 2025-05-13 | 13F | Nations Financial Group Inc, /ia/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 14,405 | -19.63 | 862 | -19.08 | ||||
| 2025-06-26 | NP | FCBD - Frontier Asset Core Bond ETF | 178,616 | -23.85 | 10,712 | -21.71 | ||||
| 2025-08-14 | 13F | Wit, Llc | 82,534 | -4.90 | 4,936 | -4.25 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 7,935 | -9.24 | 475 | -8.67 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 471,782 | -15.23 | 28,217 | -14.64 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 71,990 | -3.47 | 4,306 | -3.73 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 82,591 | -9.86 | 4,940 | -9.24 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Integrity Wealth Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 4,021 | -0.49 | 240 | 0.00 | ||||
| 2025-07-30 | 13F | Ethic Inc. | 10,849 | -62.13 | 647 | -61.92 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 18,331 | -6.88 | 1,096 | -6.24 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 3,528 | -22.26 | 211 | -21.93 | ||||
| 2025-07-17 | 13F | SWS Partners | 14,775 | -9.52 | 884 | -6.76 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 16,078 | -5.20 | 962 | -4.57 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 249,576 | -7.59 | 14,927 | -6.95 | ||||
| 2025-05-16 | 13F | American Trust | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 51,834 | -7.87 | 3,100 | -7.24 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 13,690 | -0.03 | 819 | 0.62 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 99,967 | -4.65 | 5,979 | -3.98 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 76,614 | -0.58 | 4,551 | -0.59 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 14,696 | -6.95 | 879 | -6.40 | ||||
| 2025-04-25 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 261,544 | -28.47 | 16 | -28.57 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | Permanent Capital Management, LP | 1,015,724 | -6.40 | 60,334 | -4.14 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 26,335 | -1.85 | 1,575 | -1.13 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 456,605 | -11.46 | 27,310 | -10.85 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 1,000,773 | -2.49 | 59,856 | -1.82 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Quattro Financial Advisors Llc | 32,473 | -1.23 | 1,942 | -0.51 | ||||
| 2025-06-26 | NP | FOPC - Frontier Asset Opportunistic Credit ETF | 100,856 | -2.30 | 6,048 | 0.45 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 92,256 | -3.32 | 5,518 | -2.66 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 29,513 | -6.88 | 1,765 | -6.22 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Hemington Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Tower View Investment Management & Research LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 22,359 | -6.68 | 1,337 | -6.04 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 45,223 | -20.54 | 2,696 | -20.85 | ||||
| 2025-08-28 | NP | EDGF - 3EDGE Dynamic Fixed Income ETF | 330,589 | -13.05 | 19,773 | -12.45 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 181,947 | -11.99 | 10,882 | -11.38 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 47,496 | -2.79 | 2,841 | -2.14 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 4,283 | -1.56 | 0 | |||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 7,025 | -0.99 | 420 | -0.24 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 44,986 | -7.37 | 2,691 | -6.73 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 12,748 | -35.14 | 762 | -34.70 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 996 | -88.76 | 59 | -88.76 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 591 | -16.99 | 35 | -14.63 | ||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1,970,457 | -2.06 | 117,853 | -1.38 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 45,750 | -20.79 | 2,736 | -20.23 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 244,122 | -0.48 | 14,601 | 0.20 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | United Community Bank | 7,446 | -2.37 | 445 | -1.77 | ||||
| 2025-04-11 | 13F | LifeGuide Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 46,995 | -0.43 | 2,811 | 0.25 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 123,797 | -7.05 | 7 | 0.00 | ||||
| 2025-05-14 | 13F | CIBC World Markets Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 285,416 | -14.52 | 17,071 | -13.83 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 285,002 | -2.74 | 17,046 | -2.07 | ||||
| 2025-05-15 | 13F | Dai-ichi Life Holdings, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 11,536 | -2.33 | 1 | |||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 172,918 | -2.71 | 10,342 | -2.04 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 167 | -62.30 | 10 | -65.38 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 9 | -93.18 | 1 | -100.00 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 5,514 | -44.95 | 330 | -44.61 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Aries Wealth Management | 7,105 | -49.04 | 425 | -48.79 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 88,054 | -3.96 | 5,267 | -3.29 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 640,114 | -2.98 | 38,285 | -2.31 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 56,067 | -3.47 | 3,353 | -2.81 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 117,906 | -6.44 | 7,052 | -5.80 | ||||
| 2025-07-23 | 13F | Axos Invest Inc. | 128,892 | -3.51 | 7,709 | -2.84 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 330,589 | -13.05 | 19,721 | -12.53 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 20,822 | -1.30 | 1,245 | -0.64 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,407 | -2.97 | 0 | |||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 20,215 | -5.17 | 1,209 | -4.50 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 210,420 | -11.25 | 12,467 | -11.47 | ||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Swmg, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Providence First Trust Co | 162,107 | -0.09 | 9,696 | 0.60 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 68,121 | -4.39 | 4,074 | -3.73 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 45,195 | -22.52 | 2,685 | -20.66 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 35,382 | -0.56 | 2,116 | 0.14 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 108,884 | -0.37 | 6,512 | 0.32 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 44,670 | -57.00 | 2,652 | -57.03 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 65,832 | -82.97 | 3,937 | -82.86 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 611 | -46.02 | 37 | -46.27 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 4,933 | -34.41 | 295 | -33.86 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 77,446 | -2.79 | 4,632 | -2.11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 13,543 | -11.23 | 810 | -10.71 | ||||
| 2025-07-23 | 13F | Ohio National Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 589,975 | -5.15 | 35,286 | -4.49 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 104 | -96.82 | 6 | -96.91 | ||||
| 2025-05-08 | 13F | Hopwood Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5,669 | -9.63 | 339 | -8.87 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12,710 | -8.28 | 760 | -7.65 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 6,237 | -0.45 | 371 | -0.27 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 912 | -9.25 | 54 | -6.90 | ||||
| 2025-04-24 | 13F | ZynergyRetirementPlanningLLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 77,506 | -24.71 | 4,618 | -24.50 | ||||
| 2025-08-07 | 13F | Davidson Capital Management Inc. | 10,666 | -6.04 | 638 | -5.49 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 30,939 | -31.47 | 1,850 | -31.00 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 3,670 | -7.09 | 219 | -6.41 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 5,742 | -39.94 | 0 | |||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,633,894 | -2.08 | 97,723 | -1.41 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 202,994 | -25.39 | 12,141 | -24.87 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 122,064 | -24.21 | 7,301 | -23.70 | ||||
| 2025-05-08 | 13F | Tiaa Trust, National Association | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 32,503 | -7.37 | 1,944 | -6.72 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 69,676 | -1.58 | 4,167 | 2.61 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 81,169 | -86.02 | 4,855 | -85.92 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 374,141 | -5.50 | 22,377 | -4.84 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 47,985 | -8.96 | 2,870 | -8.34 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 5,290 | -66.67 | 315 | -66.60 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 3,371 | -31.79 | 202 | -31.40 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class | 207,852 | -15.32 | 12,432 | -14.74 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Intermediate Government Bond Portfolio Class IA | 2,050,000 | -21.15 | 122,610 | -20.61 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1,238 | -74.09 | 74 | -73.85 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 12,692 | -6.28 | 759 | -5.60 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 66,128 | -27.28 | 3,955 | -26.77 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,015 | -76.17 | 61 | -76.19 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 552,994 | -3.19 | 33,075 | -2.52 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 11,504 | -9.07 | 688 | -8.39 | ||||
| 2025-07-15 | 13F | LeConte Wealth Management, LLC | 31,126 | -12.66 | 1,862 | -12.05 | ||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 4,258 | -10.45 | 255 | -9.93 | ||||
| 2025-05-08 | 13F | Moors & Cabot, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 224 | -12.50 | 13 | -13.33 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Perennial Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 51,800 | -45.24 | 3,098 | -44.86 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 62,778 | -1.40 | 3,755 | -0.71 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 69,920 | -1.37 | 4,182 | -0.69 | ||||
| 2025-05-15 | 13F | Amussen Hunsaker Associates Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 101,189 | -70.01 | 6,052 | -69.80 | ||||
| 2025-04-25 | 13F | Root Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 4,028 | -15.45 | 241 | -14.89 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 73,738 | -19.93 | 4 | -20.00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 77,291 | -40.93 | 4,623 | -40.52 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 740,542 | -3.34 | 44 | -2.22 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 6,924 | -90.93 | 414 | -90.87 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 8,798 | -50.31 | 526 | -49.95 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 74,285,932 | -4.10 | 4,443,042 | -3.43 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 8,728 | -65.92 | 522 | -65.68 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 14,103 | -7.62 | 844 | -6.95 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 10,545,183 | -1.68 | 630,707 | -1.00 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 37,585 | -8.74 | 2,248 | -8.14 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Evergreen Advisors, LLC | 543,032 | -1.66 | 32,479 | -0.98 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 1,334,517 | -28.23 | 79,817 | -27.73 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 54,004 | -19.66 | 3,209 | -19.61 | ||||
| 2025-08-14 | 13F | PYA Waltman Capital, LLC | 66,227 | -2.08 | 3,961 | -1.39 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 13,135 | -36.57 | 786 | -36.13 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7,161 | -9.01 | 425 | -9.21 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,676 | -0.02 | 818 | 0.62 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 708 | -4.58 | 42 | -4.55 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 524,459 | -1.63 | 31,368 | -0.96 | ||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 568,242 | -0.53 | 33,987 | 0.16 | ||||
| 2025-04-23 | 13F | Security National Bank | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Federated Hermes, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 2,883,952 | -13.11 | 172,489 | -12.51 | ||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 62,119 | -26.62 | 3,715 | -26.11 | ||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 155,123 | -0.98 | 9,278 | -0.30 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 75,809 | -4.56 | 4,534 | -3.90 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 37,834 | -1.81 | 2,263 | -1.14 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,350 | -18.97 | 81 | -18.37 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 12,758 | -32.48 | 763 | -32.00 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 142,458 | -2.25 | 8,520 | -1.57 |
