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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 68,750 | -7.88 | 5,996 | -0.38 | ||||
| 2025-05-07 | 13F | TCTC Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Legend Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 13,089 | -0.58 | 1,142 | 7.54 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 76,670 | -1.24 | 6,687 | 6.80 | ||||
| 2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 45,940 | -6.01 | 4,007 | 1.65 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 319 | -55.38 | 28 | -57.14 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 473 | -2.07 | 41 | 7.89 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 582,288 | -24.80 | 50,787 | -18.68 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 2,990 | -7.69 | 261 | -0.38 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18,308 | -0.80 | 1,597 | 7.26 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 7,117 | -1.54 | 621 | 6.53 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 3,220 | -15.57 | 281 | -8.79 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 488,414 | -2.27 | 42,599 | 5.69 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 6,270 | -8.01 | 547 | -0.55 | ||||
| 2025-04-14 | 13F | Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 10,354 | -0.65 | 1 | |||||
| 2025-05-12 | 13F | SOUTH STATE Corp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 2,599 | -18.76 | 229 | -11.24 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 233 | -16.19 | 20 | -9.09 | ||||
| 2025-07-29 | NP | HFND - Unlimited HFND Multi-Strategy Return Tracker ETF | 1,175 | -80.66 | 98 | -81.59 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 3,303 | -28.40 | 288 | -22.58 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6,690 | -30.54 | 583 | -24.87 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | New England Private Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | ADG Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,338 | -0.96 | 117 | 10.48 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 2,884 | -2.04 | 252 | 5.91 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 4,343 | -54.37 | 379 | -55.53 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 13,767 | -1.80 | 1,201 | 6.19 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 7,225 | -2.35 | 1 | |||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 17,774 | -23.71 | 1,550 | -17.51 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 4,920 | -40.10 | 429 | -35.20 | ||||
| 2025-07-30 | 13F | Fiduciary Family Office, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 891 | -10.00 | 78 | -2.53 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Ellerson Group Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 80,316 | -3.50 | 7,005 | 4.37 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 113,810 | -59.10 | 9,927 | -55.77 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 5,904 | -8.92 | 515 | -1.53 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 25,026 | -13.51 | 2,183 | -6.47 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 57,728 | -3.80 | 5,035 | 4.05 | ||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 17,255 | -78.41 | 1,505 | -76.66 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,371 | -1.08 | 207 | 6.74 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 45,648 | -54.20 | 3,981 | -50.48 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 23,100 | -17.20 | 2,015 | -10.49 | |||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 5,032 | -6.61 | 439 | 0.92 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 720 | -77.64 | 63 | -75.68 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 11,998 | -66.41 | 1,046 | -63.68 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 13,615 | -0.26 | 1,188 | 7.91 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 18,573 | -0.33 | 1,620 | 7.79 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 8,221 | -0.48 | 717 | 7.66 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 3,281 | -2.35 | 286 | 5.54 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 12,328 | -0.37 | 1,075 | 7.82 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Hoge Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 29,492 | -27.34 | 2,620 | -19.98 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 1,100 | -21.43 | 96 | -15.18 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3,044 | -10.81 | 266 | -3.64 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 252,876 | -15.19 | 22,056 | -8.28 | ||||
| 2025-08-12 | 13F | Wernau Asset Management Inc. | 22,385 | -3.42 | 1,952 | 4.44 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | New Millennium Group LLC | 7 | -72.00 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 86 | -7.53 | 8 | 0.00 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 49,420 | -25.14 | 4,310 | -19.05 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 11,857 | -1.81 | 1,034 | 6.27 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 48,909 | -2.43 | 4,266 | 5.52 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 3,615 | -4.87 | 315 | 2.94 | ||||
| 2025-04-17 | 13F | KC Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 134,659 | -4.82 | 11,745 | 2.93 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 21,883 | -5.53 | 1,909 | 2.14 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 752 | -97.27 | 66 | -97.07 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 2,886 | -7.97 | 252 | -0.40 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4,050 | -7.64 | 353 | 0.00 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 10 | -77.27 | 1 | -100.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 6,684 | -4.83 | 583 | 3.00 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 21,208 | -80.38 | 1,850 | -78.79 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3,832 | -3.98 | 334 | 18.86 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 3 | -92.50 | 0 | |||||
| 2025-05-08 | 13F | Sound View Wealth Advisors Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 12,283 | -21.26 | 1,071 | -14.86 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 484 | -5.65 | 0 | |||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 277,397 | -29.18 | 24 | -22.58 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7,967 | -6.29 | 1 | |||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 19,340 | -42.95 | 1,687 | -38.33 | ||||
| 2025-05-15 | 13F | Scientech Research LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 323,157 | -1.94 | 28 | 7.69 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1,668 | -83.74 | 145 | -82.47 | ||||
| 2025-08-12 | 13F | Nuveen, LLC | 66,200 | -64.25 | 5,774 | -61.34 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 28,201 | -16.04 | 2,460 | -9.19 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 31,127 | -0.21 | 2,715 | 7.91 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 27,201 | -0.39 | 2,372 | 7.72 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 15,533 | -29.95 | 1,355 | -24.27 | ||||
| 2025-05-15 | 13F | Ashton Thomas Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Sachetta, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 626 | -9.28 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 11,724 | -12.67 | 1,023 | -5.55 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 127 | -50.20 | 0 | |||||
| 2025-07-28 | 13F | Davidson Trust Co | 4,573 | -3.75 | 399 | 3.92 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 645 | -51.50 | 56 | -47.66 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 9,644 | -5.27 | 841 | 2.44 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 15,638 | -14.06 | 1,364 | -7.09 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | CX Institutional | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 3,173 | -2.61 | 256 | -12.37 | ||||
| 2025-05-15 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | HBK Sorce Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 9,228 | -9.78 | 805 | -2.43 | ||||
| 2025-05-07 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 4,050 | -0.30 | 353 | 7.95 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 2,486 | -0.36 | 217 | 7.46 | ||||
| 2025-05-13 | 13F | Keystone Financial Group | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 42,476 | -84.58 | 3,705 | -83.91 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 12,307 | -15.03 | 1,074 | -8.05 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 241 | -73.28 | 21 | -70.83 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 496,289 | -30.33 | 43,286 | -24.65 | ||||
| 2025-07-29 | 13F | Violich Capital Management, Inc. | 27,500 | -21.88 | 2,399 | 119,800.00 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 103,800 | -7.16 | 9,053 | 0.40 | ||||
| 2025-07-23 | 13F | Gainplan LLC | 11,533 | -45.90 | 1,006 | -41.54 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 9,692 | -19.23 | 845 | -33.31 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 42,589 | -69.62 | 3,715 | -67.15 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1,141 | -77.36 | 100 | -75.62 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 92,280 | -0.02 | 8,049 | 8.13 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 55,912 | -24.79 | 4,877 | -18.67 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 6,848 | -3.96 | 597 | 3.83 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 3,351 | -0.30 | 292 | 7.75 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 49,362 | -56.24 | 4,359 | -52.09 | ||||
| 2025-05-12 | 13F | Atlas Capital Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 7,552 | -35.34 | 659 | -30.07 | ||||
| 2025-05-07 | 13F | Evermay Wealth Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 77,526 | -12.88 | 6,762 | -5.78 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 3,133 | -2.19 | 273 | 5.81 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 89 | -52.15 | 7 | -56.25 | ||||
| 2025-05-14 | 13F | Colonial Trust Co / SC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Evercore Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4,575 | -46.50 | 399 | -42.09 | ||||
| 2025-07-07 | 13F | Enterprise Bank & Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 25 | -98.84 | 2 | -98.84 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 130 | -20.25 | 10 | -28.57 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 16,618 | -75.21 | 1,449 | -73.20 | ||||
| 2025-05-08 | 13F | Letko, Brosseau & Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-08-21 | NP | SFBPX - Great-West SecureFoundation Balanced ETF Fund Class A | 20,181 | -0.53 | 1,760 | 7.58 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 4 | -99.99 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | BFI Infinity Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 2,324 | -16.01 | 203 | -9.42 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 35,837 | -13.63 | 3,126 | -6.60 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 39,822 | -1.95 | 3,473 | 6.05 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 31,132 | -15.02 | 2,715 | -8.09 | ||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 4,397 | -0.25 | 384 | 7.89 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 19,634 | -3.33 | 1,712 | 4.52 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 26,607 | -2.08 | 2,321 | 5.89 | ||||
| 2025-04-25 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 190,547 | -73.89 | 16,620 | -71.77 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 7,700 | -63.85 | 672 | -61.10 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 2,892 | -2.33 | 252 | 5.88 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 2,352 | -10.02 | 205 | -2.38 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2,798 | -17.56 | 244 | -10.62 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 147,926 | -7.40 | 12,902 | 0.15 | ||||
| 2025-05-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 589,550 | -6.80 | 51,422 | 0.80 | ||||
| 2025-08-11 | 13F | Summit Rock Advisors, LP | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 12,889 | -8.91 | 1,124 | -1.49 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 106,201 | -16.39 | 9,263 | -9.59 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 19,341 | -26.94 | 1,687 | -20.99 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 383 | -31.73 | 33 | -26.67 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 3,897 | -3.75 | 340 | 3.99 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 66,939 | -3.45 | 5,838 | 4.42 | ||||
| 2025-07-16 | 13F | Novem Group | 22,870 | -59.47 | 1,995 | -56.18 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 148 | -8.07 | 13 | 0.00 | ||||
| 2025-08-04 | 13F | Golden Road Advisors Llc | 10,073 | -21.73 | 879 | -15.33 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,295 | -36.08 | 287 | -30.84 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 3,145 | -4.26 | 274 | -6.48 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 78,722 | -4.80 | 6,866 | 2.97 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 30,258 | -27.06 | 3 | -50.00 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 3,763 | -3.69 | 328 | 4.13 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4,961 | -69.33 | 450 | -64.51 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Red Cedar Investment Management, Llc | 123,299 | -76.45 | 10,754 | -74.53 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 105,823 | -3.47 | 9,230 | 4.39 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Vanguard Group Inc | 2,644 | -8.73 | 231 | -1.29 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 6,344 | -0.19 | 572 | 27.68 | ||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4,958 | -34.81 | 432 | -29.53 | ||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 21,545 | -4.97 | 1,879 | 2.79 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 12,630 | -6.80 | 1,102 | 0.82 | ||||
| 2025-04-29 | 13F | Proffitt & Goodson Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 3,704 | -43.26 | 323 | -38.59 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 2,919 | -3.79 | 255 | 4.10 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 22,615 | -0.25 | 2 | 0.00 | ||||
| 2025-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Delphi Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 280,489 | -0.27 | 24,464 | 7.86 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 10,225 | -1.38 | 892 | 6.58 | ||||
| 2025-07-15 | 13F | Herbst Group, Llc | 38,626 | -4.00 | 3,369 | 3.79 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 100 | -50.00 | 9 | -50.00 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | SMI Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 150,468 | -14.19 | 13,124 | -7.20 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 13,704 | -16.66 | 1,195 | -9.88 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 17,813 | -0.70 | 1,554 | 7.40 | ||||
| 2025-04-23 | 13F | Inman Jager Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MWA Asset Management | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 36,302 | -6.00 | 3,166 | 1.67 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 46,026 | -18.21 | 4,014 | -11.55 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 66,207 | -3.98 | 5,775 | 3.85 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3,503 | -15.47 | 306 | -8.68 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 64,049 | -1.02 | 5,586 | 7.05 | ||||
| 2025-05-05 | 13F | Stegner Investment Associates Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-23 | 13F | Western Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 2,943 | -3.10 | 257 | 4.92 | ||||
| 2025-05-15 | 13F | Dark Forest Capital Management Lp | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Battery Global Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 903 | -4.24 | 79 | 2.63 | ||||
| 2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 4,688 | -8.31 | 409 | -0.97 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 458 | -0.22 | 40 | 5.41 | ||||
| 2025-05-05 | 13F | Peregrine Asset Advisers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,547 | -24.65 | 135 | -18.79 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 3,179 | -4.73 | 277 | 2.97 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 6,413 | -7.43 | 559 | 0.18 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | JT Stratford LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 2,358 | -46.93 | 206 | -42.74 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 |
