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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Holderness Investments Co | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 23,419 | -1.64 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 9,702 | -7.41 | 473 | -8.51 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Firestone Capital Management | 187,401 | -1.30 | 9,188 | -2.47 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 167,859 | -2.78 | 8,230 | -3.93 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 285,539 | -50.53 | 14 | -50.00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 14,848 | -64.79 | 728 | -65.23 | ||||
| 2025-07-31 | 13F | Lazard Freres Gestion S.A.S. | 0 | -100.00 | 2 | 0.00 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 533,216 | -0.01 | 26,144 | -1.20 | ||||
| 2025-07-25 | NP | FHYVX - Franklin High Yield Tax-free Income Fund Advisor Class | 2,850,000 | -5.00 | 139,080 | -8.49 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 93,081 | -1.66 | 4,564 | -2.83 | ||||
| 2025-04-15 | 13F | SJS Investment Consulting Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 208,956 | -10.13 | 10 | -9.09 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 54,168 | -6.40 | 2,630 | -7.36 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,374,390 | -1.44 | 116,416 | -2.61 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 31,790 | -0.95 | 1,555 | -2.39 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 17,390 | -85.10 | 853 | -85.29 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 15,339 | -1.16 | 752 | -2.34 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 5,660 | -5.16 | 277 | -6.42 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 891,404 | -6.22 | 43,706 | -7.33 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 59,289 | -1.96 | 2,907 | -3.13 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 15,568,877 | -3.29 | 763,342 | -4.44 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 55,820 | -13.14 | 2,737 | -14.18 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 25,000 | -10.71 | 1,226 | -11.81 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 16,562 | -24.94 | 812 | -25.78 | ||||
| 2025-07-21 | 13F | Cromwell Holdings LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Certified Advisory Corp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 77,838 | -28.26 | 3,816 | -29.12 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 49,472 | -31.17 | 2,426 | -32.00 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 3,246 | -76.91 | 159 | -77.19 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | AlTi Global, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 62,814 | -8.98 | 3,073 | -10.09 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 35,458 | -3.26 | 1,739 | -4.40 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 125,867 | -43.35 | 6 | -45.45 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 276,260 | -4.48 | 13,545 | -5.61 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 14,217 | -2.01 | 692 | -3.89 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 11,390 | -44.44 | 558 | -45.67 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 17,944 | -4.93 | 880 | -6.09 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 104,239 | -12.71 | 5,111 | -13.76 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 257,023 | -0.40 | 12,602 | -1.59 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 12,589 | -15.02 | 1 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 979 | -85.24 | 48 | -85.41 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 38,348 | -5.63 | 1,880 | -6.75 | ||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 905 | -61.97 | 44 | -62.71 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 50,859 | -41.36 | 2,470 | -42.62 | ||||
| 2025-07-22 | 13F | Peoples Bank /oh | 6,041 | -3.19 | 296 | -4.21 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 12,426 | -13.03 | 609 | -13.98 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 12,417 | -0.23 | 609 | -1.46 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 57,538 | -4.25 | 2,821 | -5.37 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 121 | -39.50 | 6 | -44.44 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 7,603 | -21.67 | 373 | -22.66 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 4,965 | -27.31 | 243 | -28.11 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 95,996 | -26.72 | 4,701 | -27.57 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 275,544 | -20.51 | 13,510 | -21.46 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 7,632 | -8.40 | 374 | -9.44 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 62,993 | -2.99 | 3,089 | -4.16 | ||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 1,021,172 | -12.66 | 50,068 | -13.70 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 24,337 | -13.38 | 1,193 | -14.42 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 14,851 | -3.08 | 728 | -4.21 | ||||
| 2025-05-06 | 13F | BlueChip Wealth Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 13,726 | -28.16 | 673 | -29.01 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 6,432 | -0.06 | 315 | -1.25 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 33,737 | -8.53 | 1,654 | -9.62 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 89,877 | -3.01 | 4,407 | -4.15 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 149,146 | -4.18 | 7,313 | -5.32 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 532,470 | -9.41 | 26,107 | -10.49 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 199,552 | -2.32 | 9,784 | -3.48 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 10,532 | -4.77 | 516 | -5.84 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 43,100 | -85.91 | 2,113 | -86.07 | |||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1,984,644 | -1.42 | 97,307 | -2.60 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 7,868 | -19.12 | 386 | -20.12 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 18,162 | -30.58 | 890 | -31.43 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 9,861 | -0.31 | 483 | -1.43 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 230 | -18.73 | 11 | -21.43 | ||||
| 2025-05-02 | 13F | SageOak Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 7,349 | -9.23 | 360 | -10.22 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 1,327,687 | -2.79 | 64,990 | -1.13 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 65,080 | -7.35 | 3,191 | -8.46 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 96,278 | -0.63 | 4,721 | -1.81 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 17,850 | -0.31 | 875 | -1.46 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 1,341,714 | -5.84 | 65,784 | -6.96 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Aspect Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 876,232 | -33.09 | 42,962 | -33.89 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 63,214 | -15.71 | 3,099 | -16.72 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 72,943 | -12.82 | 3,576 | -13.85 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 10,418 | -11.18 | 511 | -12.37 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 1,259,230 | -14.52 | 61,740 | -15.53 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 19,291 | -1.05 | 946 | -2.28 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 45,463 | -51.56 | 2,229 | -52.14 | ||||
| 2025-04-24 | 13F | Canvas Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 8,089 | -5.41 | 397 | -6.60 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 63,475 | -23.15 | 3,112 | -24.06 | ||||
| 2025-05-15 | 13F | Alliancebernstein L.p. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 21,711 | -0.30 | 1,064 | -1.48 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 10,856 | -26.18 | 532 | -27.02 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 6,971 | -0.27 | 342 | -1.45 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Ewa, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 76,092 | -22.25 | 3,731 | -23.19 | ||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 29,088 | -1.40 | 1,426 | -2.53 | ||||
| 2025-04-08 | 13F | BTC Capital Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 26,172 | -30.31 | 1,283 | -31.13 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 24,266 | -35.23 | 1,190 | -34.16 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 36,221 | -4.09 | 1,776 | -5.23 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 183,708 | -8.67 | 9,007 | -9.75 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 153,103 | -4.00 | 7,507 | -5.14 | ||||
| 2025-04-29 | 13F | Sharp Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Grant Street Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 68,579 | -18.48 | 3,362 | -19.45 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 644,765 | -14.22 | 31,613 | -15.24 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 8,694 | -29.20 | 426 | -30.05 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 646,210 | -0.71 | 31,619 | -2.09 | ||||
| 2025-05-14 | 13F | 1620 Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 45,638 | -82.21 | 2 | -83.33 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 34,648 | -2.93 | 1,699 | -4.12 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 5,210 | -23.96 | 255 | -25.00 | ||||
| 2025-05-02 | 13F | Evergreen Private Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 9,289 | -17.64 | 455 | -18.60 | ||||
| 2025-04-11 | 13F | Signal Advisors Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 47,250 | -24.57 | 2,317 | -25.48 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 75,384 | -2.62 | 3,696 | -3.78 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 16,730 | -0.68 | 820 | -1.80 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 10,721 | -15.46 | 526 | -16.53 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 7,842 | -1.43 | 384 | -2.54 | ||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 630,033 | -1.45 | 30,891 | -2.62 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 970,692 | -0.65 | 47,593 | -1.83 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 78,606 | -8.23 | 3,854 | -9.32 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 246,195 | -10.41 | 12,071 | -11.48 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 3,158,757 | -16.22 | 154,874 | -17.21 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 1,066,333 | -2.93 | 52,282 | -4.08 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 19,198 | -14.53 | 941 | -15.53 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 64,362 | -22.08 | 3,156 | -23.01 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 10,026 | -0.09 | 492 | -1.21 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 136,705 | -8.35 | 6,703 | -9.44 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 6,397 | -73.67 | 314 | -74.02 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 11,014 | -11.41 | 540 | -12.34 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 46,240 | -18.34 | 2,267 | -19.30 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 152,358 | -25.70 | 7,470 | -26.58 | ||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 37,192 | -6.56 | 1,824 | -7.65 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1,269,611 | -0.85 | 62,249 | -2.03 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 93,234 | -2.17 | 4,571 | -3.32 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Bailard, Inc. | 59,062 | -2.76 | 2,896 | -3.92 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 61,608 | -42.73 | 3,021 | -43.41 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 31,835 | -38.38 | 1,561 | -39.13 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 844,108 | -16.39 | 41 | -18.00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 25,091 | -6.69 | 1,230 | -7.80 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 31,782 | -13.59 | 1,558 | -14.63 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 81,198 | -14.27 | 3,981 | -15.28 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 75,468 | -22.25 | 3,700 | -23.17 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 102,130 | -39.58 | 5,007 | -40.30 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 144,747 | -9.18 | 7,072 | 100,928.57 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 10,205 | -33.37 | 500 | -34.12 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 14,574 | -26.22 | 715 | -27.14 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 53,181 | -4.53 | 2,607 | -5.65 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 39,231 | -19.53 | 1,923 | -20.47 | ||||
| 2025-05-07 | 13F | Werba Rubin Papier Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 85,046 | -9.74 | 4,170 | -10.82 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 30,347 | -18.91 | 1,488 | -19.88 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 12,482 | -6.51 | 611 | -5.28 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 10,034 | -30.07 | 0 | |||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 5,139 | -10.42 | 252 | -11.62 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Values Added Financial LLC | 63,703 | -40.71 | 3,123 | -41.42 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 23,096 | -0.88 | 1,132 | -2.08 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 859,205 | -11.69 | 42,127 | -12.74 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 4,182 | -8.43 | 205 | -9.29 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 24,118 | -0.22 | 1,183 | -1.42 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 58,546 | -0.39 | 2,871 | -1.58 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 368,087 | -36.15 | 18,047 | -36.91 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 19,461 | -23.15 | 954 | -24.04 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 15,322 | -5.11 | 751 | -6.24 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 75,750 | -2.54 | 3,714 | -3.68 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 102,091 | -8.68 | 5,006 | -9.77 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 13,472 | -91.57 | 1 | -100.00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 24,384 | -18.52 | 1,196 | -19.47 | ||||
| 2025-05-07 | 13F | Advantage Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 5,614 | -62.29 | 275 | -62.74 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 66,696 | -79.25 | 3,270 | -79.50 | ||||
| 2025-04-29 | 13F | Onyx Bridge Wealth Group LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Callan Capital, LLC | 550,027 | -23.67 | 27,292 | -24.45 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 18,022 | -4.56 | 884 | -5.76 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 39,268 | -47.82 | 2 | -66.67 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 171,925 | -8.26 | 8,429 | -9.35 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 4,947 | -32.79 | 243 | -34.24 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 12,750 | -1.39 | 639 | -2.45 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 34,770 | -1.37 | 1,689 | -3.43 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 152,986 | -4.80 | 7,501 | -5.94 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Archvest Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 6,474 | -6.90 | 317 | -8.12 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 4,544 | -3.20 | 223 | -4.31 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 216,145 | -14.61 | 10,598 | -15.63 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 439,613 | -1.88 | 22 | -4.55 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 45,137 | -43.90 | 2,213 | -44.56 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 33,674 | -6.71 | 1,651 | -7.82 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 1,157,807 | -21.03 | 56,767 | -21.97 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 99,523 | -2.27 | 4,880 | -3.44 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 18,260 | -8.89 | 895 | -9.96 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 86,418 | -5.73 | 4,237 | -6.84 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 52,060 | -11.27 | 2,553 | -12.33 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 73,853 | -14.21 | 3,621 | -15.22 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 45,448 | -15.52 | 2,228 | -16.52 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 66,616 | -9.63 | 3,266 | -10.69 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3,216,439 | -8.94 | 157,680 | -10.03 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 8,085 | -14.40 | 396 | -15.38 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 6,234 | -6.75 | 306 | -7.85 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 4,729 | -47.33 | 232 | -48.09 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 6,218 | -8.46 | 305 | -9.79 | ||||
| 2025-07-16 | 13F | Tenret Co LLC | 155,053 | -38.53 | 7,602 | -39.26 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 4,813,806 | -8.06 | 236,021 | -9.15 | ||||
| 2025-05-15 | 13F | Smith, Moore & Co. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 28,939 | -38.19 | 1,419 | -38.96 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 8,949 | -0.15 | 439 | -1.35 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 53,701 | -4.66 | 2,633 | -5.80 | ||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 18,629 | -1.05 | 913 | -1.40 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 19,491 | -92.06 | 956 | -92.16 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 4,453 | -3.68 | 0 | |||||
| 2025-04-23 | 13F | Keudell/Morrison Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 51,727 | -0.39 | 2,567 | -1.42 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 19,531 | -29.17 | 958 | -30.04 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 70,014 | -1.23 | 3,433 | -2.42 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 621 | -98.92 | 30 | -98.94 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-06-03 | 13F | Invst, LLC | 83,032 | -21.47 | 4,120 | -22.26 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 50,645 | -44.35 | 2,475 | -44.34 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sequent Planning LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 21,191 | -14.29 | 1,037 | -14.37 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard Tax-Managed Balanced Fund Admiral Shares | 420,500 | -54.23 | 20,617 | -54.78 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 30,901 | -33.08 | 1,515 | -33.87 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 360,832 | -1.34 | 17,692 | -2.51 | ||||
| 2025-08-01 | 13F | Conscious Wealth Investments, Llc | 11,099 | -2.15 | 540 | -2.53 | ||||
| 2025-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 7,063 | -0.98 | 346 | -1.98 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 24,403 | -26.36 | 1,196 | -27.25 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 8,927 | -8.35 | 438 | -9.52 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 17,437 | -18.57 | 852 | -19.87 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 49,744 | -11.36 | 2,439 | -12.43 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 11,581 | -1.62 | 568 | -2.91 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 33,096 | -20.88 | 1,623 | -21.83 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 54,224 | -87.91 | 2,691 | -88.03 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9,533 | -6.25 | 467 | -7.34 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 18,034 | -13.99 | 884 | -15.00 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 10,645 | -6.16 | 522 | -7.30 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 2,076,352 | -9.56 | 101,077 | -9.82 | ||||
| 2025-08-07 | 13F | Nwam Llc | 64,556 | -38.19 | 3,165 | -38.92 | ||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 38,023 | -5.13 | 1,864 | -6.24 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 10,210 | -0.78 | 501 | -1.96 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 320,227 | -17.80 | 15,701 | -18.78 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 201,979 | -29.60 | 9,903 | -30.43 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Strategic Equity Management | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Goodwin Investment Advisory | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Lane & Associates LLC | 6,511 | -11.29 | 323 | -11.99 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 19,411 | -4.60 | 952 | -5.75 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 21,602 | -3.04 | 1,059 | -4.16 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 84,555 | -15.16 | 4,146 | -16.18 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 32,849 | -89.56 | 1,611 | -89.69 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 194,330 | -10.50 | 9,528 | -11.56 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 43,926 | -9.45 | 2,144 | -9.04 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 45,396 | -1.80 | 2,226 | -2.97 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8,626 | -55.76 | 423 | -56.36 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 6,461 | -84.68 | 317 | -84.90 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 66,757 | -0.12 | 3,273 | -1.30 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 7,229 | -22.96 | 354 | -23.87 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 208 | -27.53 | 10 | -23.08 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 78,464 | -1.68 | 3,847 | -2.83 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 13,263 | -6.99 | 650 | -8.06 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 261 | -32.73 | 13 | -36.84 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 16,099 | -1.78 | 789 | -2.95 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 25,867 | -17.51 | 1,268 | -18.51 | ||||
| 2025-05-08 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 212,271 | -3.59 | 10,408 | -4.74 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 40,573 | -27.15 | 1,989 | -28.01 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 66,896 | -0.50 | 3,280 | -1.71 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 535,770 | -2.47 | 26,269 | -3.63 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 6,760 | -96.72 | 331 | -96.76 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 76,035 | -32.62 | 3,728 | -33.43 | ||||
| 2025-05-14 | 13F | REAP Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 4,731 | -37.99 | 232 | -38.89 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 148,052 | -14.77 | 7,259 | -15.79 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 27,041 | -19.75 | 1,326 | -20.71 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 80,537 | -51.55 | 3,949 | -52.13 | ||||
| 2025-08-11 | 13F | Mosaic Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-03-12 | 13F | Centaurus Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | W Advisors, Llc | 25,140 | -12.75 | 1,233 | -13.79 | ||||
| 2025-04-22 | 13F | Merkkuri Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 182,517 | -30.50 | 8,934 | -30.00 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 6,232 | -31.01 | 306 | -31.92 | ||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 8,807 | -4.97 | 432 | -6.10 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 10,931 | -1.96 | 536 | -3.25 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 24,999 | -6.19 | 1,226 | -7.34 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-04-02 | 13F | Global Wealth Strategies & Associates | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 37,903 | -4.75 | 1,858 | -5.88 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 79,631 | -51.21 | 3,904 | -51.80 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 79 | -99.77 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 8,727 | -5.67 | 428 | -6.97 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 39,858 | -6.97 | 1,954 | -8.05 | ||||
| 2025-05-13 | 13F | Lowe Brockenbrough & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 23,172 | -11.72 | 1,136 | -12.75 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 10,553 | -2.29 | 517 | -3.36 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 13,313 | -14.04 | 653 | -15.10 | ||||
| 2025-05-15 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 92,579 | -1.70 | 4,539 | -2.87 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 18,536 | -37.36 | 909 | -38.15 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 14,970 | -2.55 | 734 | -3.81 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 4,460 | -45.72 | 219 | -46.44 | ||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 1,016,108 | -10.79 | 50 | -12.50 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 87,631 | -15.86 | 4,297 | -16.86 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 56,563 | -5.83 | 2,773 | -6.95 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 272,200 | -93.63 | 13,346 | -93.71 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 865,400 | -11.25 | 42,431 | -12.30 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 20,282 | -1.19 | 994 | -2.36 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 533,882 | -4.31 | 26,069 | -3.66 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 790,561 | -4.78 | 38,761 | -5.91 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 201,847 | -2.57 | 9,897 | -3.73 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 126,219 | -58.63 | 6,189 | -59.13 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 14,318 | -19.39 | 694 | -19.58 | ||||
| 2025-05-08 | 13F | Aldebaran Financial Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Human Investing LLC | 21,201 | -11.08 | 1,039 | -12.17 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 15,467 | -11.54 | 753 | -13.26 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 13,669 | -23.90 | 670 | -24.80 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 59,906 | -6.28 | 2,937 | -7.38 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 253,122 | -11.23 | 12,411 | -12.29 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 19,319 | -64.00 | 947 | -64.43 | ||||
| 2025-05-12 | 13F | Wambolt & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Avion Wealth | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Schonfeld Strategic Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 55,360 | -70.95 | 2,714 | -71.30 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Hendershot Investments Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 640,069 | -6.18 | 31,383 | -7.30 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 5,722 | -78.82 | 281 | -79.10 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 10,041 | -15.81 | 492 | -16.75 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 17,387 | -22.59 | 850 | -23.49 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 9,270 | -41.18 | 455 | -41.94 | ||||
| 2025-04-14 | 13F | Eagle Wealth Strategies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 24,661,592 | -20.16 | 1,209,158 | -21.11 | ||||
| 2025-05-13 | 13F | Mill Creek Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 1,500 | -71.38 | 74 | -71.92 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 62,932 | -30.32 | 3,086 | -31.15 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 27,575 | -13.00 | 1,352 | -14.06 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 951 | -87.65 | 47 | -87.96 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 20,916,716 | -8.74 | 1,025,547 | -9.83 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7,856 | -75.97 | 385 | -76.26 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 56,097 | -30.09 | 2,750 | -30.90 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 135,378 | -11.06 | 6,638 | -12.12 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 44,000 | -67.12 | 2,157 | -67.51 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 4,287 | -31.78 | 210 | -32.48 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 393,005 | -1.12 | 19,269 | -2.29 | ||||
| 2025-07-09 | 13F | Taylor Hoffman Capital Management LLC | 21,750 | -3.07 | 1,066 | -4.31 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 47,332 | -25.62 | 2,321 | -26.51 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 5,585 | -69.26 | 274 | -69.70 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 18,678 | -26.95 | 916 | -27.84 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 41,724 | -23.05 | 2,046 | -23.98 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 4,236 | -1.44 | 208 | -2.82 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 15,186 | -19.55 | 745 | -20.51 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 9,963 | -68.24 | 488 | -68.64 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 15,288 | -21.58 | 750 | -22.54 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 5,294 | -35.57 | 260 | -36.36 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 84,506 | -27.97 | 4,143 | -28.83 | ||||
| 2025-07-10 | 13F | Security National Bank | 1,058 | -73.93 | 52 | -74.63 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 14,022 | -1.71 | 687 | -2.83 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 14,067 | -45.13 | 690 | -45.83 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 12,001 | -21.49 | 588 | -22.43 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 11,026 | -62.80 | 541 | -63.27 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 332,078 | -3.43 | 16,282 | -4.58 | ||||
| 2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 11,608 | -11.19 | 569 | -14.82 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 22,447 | -42.51 | 1,101 | -43.21 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 7,475 | -23.06 | 366 | -24.07 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 21,286 | -41.52 | 1,044 | -42.22 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 14,294 | -33.63 | 1 | -100.00 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 279,910 | -27.25 | 14 | -31.58 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 180,599 | -3.83 | 8,855 | -4.98 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 145,095 | -19.12 | 7,114 | -20.08 | ||||
| 2025-07-23 | 13F | Optas, LLC | 15,166 | -49.93 | 744 | -50.53 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 180,917 | -3.74 | 8,870 | -4.88 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 78,929 | -45.82 | 4 | -57.14 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8,330 | -43.70 | 408 | -44.41 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 101,282 | -29.52 | 4,966 | -30.36 | ||||
| 2025-04-01 | 13F | Emprise Bank | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 86,396 | -24.19 | 4,236 | -25.17 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 35,763 | -55.75 | 1,753 | -56.28 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 22,513 | -2.15 | 1,104 | -3.33 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 52,178 | -10.59 | 2,558 | -11.64 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 11,956 | -91.58 | 586 | -91.68 | ||||
| 2025-04-24 | 13F | Wright Fund Managment, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 502,680 | -8.52 | 24,646 | -9.61 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 122,830 | -6.44 | 6,022 | -7.55 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 32,947 | -7.26 | 1,615 | -8.34 | ||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 32 | -97.15 | 2 | -98.18 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 4,487 | -57.61 | 220 | -58.29 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,293,134 | -21.67 | 112,432 | -22.60 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 31,039 | -13.05 | 1,522 | -14.98 | ||||
| 2025-05-09 | 13F | Hemington Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 63,790 | -0.64 | 3,128 | -1.82 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 51,195 | -18.37 | 2,510 | -19.34 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 85,211 | -1.64 | 4,178 | -2.82 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 94,276 | -27.19 | 4,622 | -28.05 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 58,604 | -0.08 | 2,873 | -1.27 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 140,416 | -28.80 | 6,885 | -29.65 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 148,787 | -37.53 | 7,295 | -36.84 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 5,190 | -28.31 | 254 | -29.25 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 38,947 | -1.49 | 1,910 | -2.65 | ||||
| 2025-07-25 | NP | FMDTX - Franklin Maryland Tax-free Income Fund Class A1 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | FXCTX - Franklin Connecticut Tax-free Income Fund Class A1 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 7,104 | -53.65 | 348 | -54.21 | ||||
| 2025-07-25 | NP | FRPAX - Franklin Pennsylvania Tax-free Income Fund Class A1 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 11,819 | -13.53 | 579 | -14.60 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 37,080 | -2.70 | 1,818 | -3.81 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 4,792 | -6.28 | 235 | -7.51 | ||||
| 2025-08-04 | 13F | Canton Hathaway, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Almanack Investment Partners, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 2,351,684 | -2.97 | 115,303 | -4.12 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,000 | -15.90 | 49 | -15.52 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 79,250 | -14.96 | 3,886 | -15.96 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 10,064 | -4.18 | 493 | -5.37 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 55,834 | -0.54 | 2,718 | -2.44 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 14,282 | -8.86 | 700 | -9.91 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 971 | -14.97 | 48 | -16.07 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 970,763 | -21.11 | 48 | -22.95 | ||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 75,685 | -30.15 | 3,711 | -30.99 | ||||
| 2025-07-25 | NP | FMISX - Franklin Massachusetts Tax-free Income Fund Class A1 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | NP | FRVAX - Franklin Virginia Tax-free Income Fund Class A1 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 8,095 | -25.46 | 397 | -26.39 | ||||
| 2025-07-25 | NP | FRNJX - Franklin New Jersey Tax-free Income Fund Class A1 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 43,191 | -2.78 | 2,115 | -3.86 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 12,955 | -2.90 | 635 | -4.08 | ||||
| 2025-07-25 | NP | FNYTX - Franklin New York Tax-free Income Fund Class A1 | 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 | |||||
| 2025-07-25 | NP | FXNCX - Franklin North Carolina Tax-free Income Fund Class A1 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 54,483 | -11.49 | 2,703 | -12.38 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 17,579 | -8.74 | 862 | -9.84 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 18,861 | -12.67 | 925 | -13.73 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 25,709 | -7.98 | 1,261 | -9.09 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 16,583 | -14.93 | 813 | -15.93 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 58,115 | -6.14 | 2,849 | -7.26 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 4,156 | -2.65 | 204 | -3.79 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 216,125 | -25.94 | 10,597 | -22.29 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 646,226 | -1.83 | 31,684 | -1.75 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 624,180 | -7.04 | 30,604 | -8.15 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 64,217 | -27.74 | 3,149 | -28.60 | ||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 79,878 | -8.64 | 3,916 | -9.73 | ||||
| 2025-04-21 | 13F | Accelerate Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 20,929 | -0.11 | 1,026 | -1.25 | ||||
| 2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 11,886 | -88.38 | 583 | -88.54 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 26,021 | -2.24 | 1,276 | -3.41 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 24,062 | -80.89 | 1,180 | -81.13 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 114,272 | -23.50 | 5,603 | -24.41 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 84,034 | -36.76 | 4,119 | -37.52 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 4,467 | -49.21 | 219 | -49.77 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 55,674 | -12.08 | 2,730 | -13.14 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2,284 | -12.86 | 112 | -14.62 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 5,771 | -22.58 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 9,710,516 | -5.55 | 476,107 | -6.67 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 34,996 | -2.58 | 1,716 | -3.76 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 83,560 | -24.71 | 4,097 | -25.61 | ||||
| 2025-05-05 | 13F | Peterson Wealth Services | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 194,856 | -29.94 | 9,554 | -30.77 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 3,678 | -85.88 | 180 | -86.07 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 3,647 | -14.67 | 179 | -16.04 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 2,039,201 | -12.93 | 99,982 | -13.97 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1,567,346 | -6.70 | 76,847 | -7.81 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 14,675 | -28.01 | 720 | -28.88 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Verum Partners LLC | 4,177 | -54.37 | 205 | -55.07 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 5,900 | -45.37 | 289 | -45.98 | |||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 6,655 | -50.81 | 326 | -51.42 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 14,700 | -86.78 | 721 | -86.95 | |||
| 2025-04-23 | 13F | Sabal Trust CO | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 75,869 | -1.53 | 3,720 | -2.69 | ||||
| 2025-04-30 | 13F | First Interstate Bank | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 91,353 | -6.20 | 4,479 | -7.31 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 98,419 | -87.14 | 4,825 | -87.29 | ||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 106,925 | -10.43 | 5,243 | -11.50 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 4,404 | -10.74 | 214 | -11.62 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 9,421 | -19.43 | 462 | -20.52 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 185,639 | -1.01 | 9,102 | -2.18 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 25,664 | -10.31 | 1,258 | -11.35 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 347 | -95.46 | 17 | -95.51 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 12,576 | -1.12 | 617 | -2.38 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 8,114 | -24.35 | 398 | -25.38 | ||||
| 2025-05-15 | 13F | Logan Stone Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 4,713 | -19.37 | 231 | -20.34 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 25,867 | -6.44 | 1,268 | -8.51 | ||||
| 2025-08-06 | 13F | Titan Global Capital Management Usa Llc | 21,146 | -12.17 | 1,037 | -13.23 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 13,688 | -53.29 | 671 | -54.20 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 56,685 | -11.91 | 2,779 | -12.94 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 867,590 | -0.97 | 42,538 | -2.15 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 11,949 | -42.32 | 586 | -43.04 | ||||
| 2025-05-05 | 13F | Dahring | Cusmano Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 26,701 | -0.45 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 169,097 | -17.65 | 8,291 | -18.63 | ||||
| 2025-04-17 | 13F | Warther Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Roth Financial Partners LLC | 255,174 | -8.11 | 12,510 | -9.20 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 20,086 | -39.76 | 985 | -40.51 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 148,846 | -26.21 | 7,298 | -27.09 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 6,872 | -78.41 | 337 | -78.72 | ||||
| 2025-05-13 | 13F | Hanlon Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 52,009 | -4.94 | 2,550 | -6.04 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 16,755 | -2.93 | 821 | -4.09 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 218,242 | -4.16 | 11 | -9.09 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 3,549 | -36.64 | 173 | -37.91 | ||||
| 2025-04-10 | 13F | Long Run Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 23,976 | -26.42 | 1,176 | -27.29 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 22,311 | -19.70 | 1,083 | -20.19 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 34,660 | -4.67 | 1,699 | -5.82 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 54,320 | -5.69 | 2,663 | -6.82 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 23,363 | -10.31 | 1,145 | -11.38 | ||||
| 2025-05-12 | 13F | Waterloo Capital, L.P. | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Drive Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 4,376 | -5.81 | 215 | -6.96 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 36,126 | -0.44 | 1,771 | -1.61 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 4,398 | -37.92 | 216 | -38.75 | ||||
| 2025-04-22 | 13F | Cordant, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 5,626 | -43.23 | 276 | -43.99 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 23,639 | -11.78 | 1,159 | -12.79 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 35,592 | -3.68 | 1,745 | -4.80 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Foster & Motley Inc | 287,579 | -1.55 | 14 | 0.00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 4,665 | -87.11 | 229 | -87.30 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 47,223 | -4.49 | 2,315 | -5.63 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1,594,827 | -6.45 | 78,194 | -7.56 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 110,933 | -1.25 | 5,439 | -2.40 | ||||
| 2025-04-04 | 13F | Webster Bank, N. A. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 80,379 | -4.44 | 3,941 | -5.56 | ||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 50,710 | -7.63 | 2,486 | -8.74 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 11,560 | -43.72 | 565 | -44.65 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 6,163 | -44.03 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 52 | -22.39 | 3 | -33.33 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 699,132 | -0.84 | 34,278 | -2.02 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 162 | -49.53 | 8 | -46.67 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 11,497 | -3.24 | 564 | -3.10 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 675,264 | -12.89 | 33,108 | -13.92 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 59,456 | -9.17 | 2,915 | -10.22 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 52,205 | -30.68 | 2,560 | -31.50 | ||||
| 2025-08-07 | 13F | Commerce Bank | 39,398 | -10.09 | 1,932 | -11.18 | ||||
| 2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 7,766 | -4.99 | 381 | -6.17 | ||||
| 2025-07-22 | NP | DMFFX - Destinations Municipal Fixed Income Fund Class I | 106,806 | -53.99 | 5,212 | -55.68 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 87,658 | -5.35 | 4,298 | -6.49 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 6,871,298 | -2.79 | 336,900 | -3.95 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 23,640 | -25.35 | 1,159 | -26.23 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 11,095 | -78.29 | 544 | -78.58 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 3,699,419 | -29.23 | 181,383 | -30.07 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 148,779 | -32.32 | 7,295 | -33.13 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 28,753 | -1.54 | 1,410 | -2.69 | ||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 575,009 | -0.69 | 28,193 | -1.87 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 154,575 | -12.10 | 7,579 | -13.15 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Progressive Investment Management Corp | 5,816 | -0.14 | 285 | -1.04 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 53,583 | -8.77 | 2,627 | -9.85 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 12,128 | -20.08 | 595 | -21.12 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 61,434 | -29.51 | 3 | -25.00 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 166,672 | -27.73 | 8 | -27.27 |
