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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-17 | 13F | Sfm, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Weik Capital Management | 16,605 | -0.09 | 1,147 | 11.14 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 37,900 | -3.81 | 2,619 | 7.03 | |||
| 2025-07-30 | 13F | Wbh Advisory Inc | 469,701 | -3.21 | 32,452 | 7.69 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 81,592 | -3.65 | 5,637 | 7.21 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 8,639 | -7.65 | 597 | 2.76 | ||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 4,825 | -23.72 | 333 | -15.05 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 25,821 | -0.72 | 1,784 | 10.40 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 271,724 | -48.47 | 18,773 | -42.67 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 92,347 | -1.20 | 6,380 | 9.92 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 7,619 | -96.65 | 526 | -96.28 | ||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 4,900 | -17.44 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 25,590 | -4.59 | 1,768 | 6.13 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 8,058 | -1.70 | 557 | 9.23 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 6,935 | -3.96 | 479 | 6.92 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 374,926 | -10.15 | 26 | 0.00 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 79,137 | -1.95 | 5,468 | 9.10 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Associated Banc-corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 862 | -2.49 | 60 | 9.26 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 3,050 | -18.73 | 211 | -9.87 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 119,653 | -7.18 | 8,267 | 3.26 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 15,771 | -6.16 | 1,090 | 4.41 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 79,868 | -0.50 | 5,518 | 10.71 | ||||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 255,904 | -3.90 | 17,680 | 6.92 | ||||
| 2025-08-12 | 13F | Sky-mountain Capital Management, Inc. | 13,591 | -22.94 | 954 | -12.88 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | United Services Automobile Association | 180,202 | -45.18 | 12,450 | -39.21 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 8,147 | -11.27 | 563 | -1.40 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 7,028 | -3.51 | 486 | 7.30 | ||||
| 2025-08-14 | 13F | Promus Capital, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 14,858 | -58.76 | 1,027 | -54.14 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 609,765 | -6.78 | 42,129 | 3.71 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 18,487 | -1.26 | 1,277 | 9.90 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 126,974 | -5.16 | 8,773 | 5.52 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3,001 | -8.51 | 207 | -0.96 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 136,574 | -1.42 | 9,436 | 9.67 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1,832 | -23.89 | 127 | -16.00 | ||||
| 2025-07-18 | 13F | Sicart Associates LLC | 39,326 | -0.38 | 2,717 | 10.85 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 21,119 | -2.10 | 1,459 | 8.96 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 6,301 | -32.59 | 435 | -25.00 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Orgel Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | FineMark National Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 45,068 | -1.27 | 3,114 | 9.84 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 736,497 | -2.17 | 51 | 8.70 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 2,114 | -0.33 | 0 | |||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 3,266 | -52.86 | 226 | -47.67 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 16,356 | -1.39 | 1,130 | 9.82 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 6,986 | -11.60 | 0 | |||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 67,525 | -3.34 | 4,665 | 7.54 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 80,368 | -22.01 | 5,553 | -13.22 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 11,314 | -0.72 | 782 | 10.47 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 60,390 | -4.88 | 4,172 | 5.83 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 4,562 | -34.19 | 315 | -26.74 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 26,831 | -7.50 | 1,854 | 2.89 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 6,650 | -1.39 | 459 | 9.81 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 79,457 | -3.69 | 5 | 0.00 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 7,565 | -83.05 | 523 | -81.16 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 4,214 | -41.58 | 291 | -34.90 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 9,726 | -4.36 | 672 | 6.50 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 3,723 | -17.47 | 257 | -8.21 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 63,722 | -6.34 | 4,403 | 4.21 | ||||
| 2025-05-08 | 13F | Foster & Motley Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 40,179 | -3.86 | 2,776 | 6.94 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 3,089 | -18.62 | 213 | -9.36 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 10,084 | -3.50 | 697 | 7.41 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 197,740 | -9.20 | 13,662 | 1.02 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 7,397 | -3.13 | 1 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 39,060 | -3.60 | 2,699 | 7.23 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Keel Point, LLC | 3,248 | -5.66 | 224 | 5.16 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 547,558 | -2.77 | 38 | 8.82 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 3,171 | -19.29 | 219 | -10.25 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 72,515 | -8.49 | 5,010 | 1.81 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 4,173 | -33.12 | 288 | -25.58 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 8,333 | -14.91 | 576 | -5.43 | ||||
| 2025-04-15 | 13F | Wealthcare Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 371,885 | -64.95 | 25,694 | -61.01 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Dark Forest Capital Management Lp | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 39,695 | -14.08 | 2,743 | -4.43 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 9,137 | -28.53 | 631 | -20.43 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 4,234 | -3.07 | 292 | 7.75 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 22,404 | -2.40 | 1,548 | 8.56 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 1,146,169 | -4.21 | 79,189 | 6.58 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 118,164 | -0.69 | 8 | 14.29 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 3,497 | -82.53 | 242 | -80.61 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 35,436 | -8.72 | 2,448 | 13.54 | ||||
| 2025-04-25 | 13F | Washington Trust Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 35,352 | -3.22 | 2,443 | 7.67 | ||||
| 2025-08-14 | 13F | Clayton Partners LLC | 37,562 | -9.70 | 2,595 | 0.46 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3,551 | -62.11 | 245 | -57.83 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 220,811 | -17.78 | 15,256 | -8.53 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 47 | -76.14 | 3 | -75.00 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 14,159 | -2.12 | 978 | 8.91 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 608 | -92.04 | 42 | -91.14 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Research Global Investors | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 3,841 | -59.74 | 265 | -55.24 | ||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 190,921 | -14.63 | 13,191 | -5.02 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 79,771 | -2.65 | 5,511 | 8.31 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 437,738 | -4.19 | 30,243 | 6.59 | ||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 675,414 | -0.72 | 46,664 | 10.45 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 12,442 | -13.81 | 860 | -4.13 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 6,458 | -0.12 | 446 | 11.22 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 6,212 | -0.91 | 426 | 9.51 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 6,525 | -5.42 | 451 | 5.14 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 55,288 | -3.88 | 3,820 | 6.94 | ||||
| 2025-05-12 | 13F | Ardent Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 805,929 | -30.44 | 55,682 | -22.61 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 45,793 | -1.10 | 3,164 | 10.02 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 613,670 | -0.64 | 42,398 | 10.55 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1,503,064 | -10.68 | 103,847 | -0.62 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 1,922,926 | -1.97 | 132,855 | 9.07 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 37,146 | -0.76 | 2,566 | 10.41 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 41 | -21.15 | 3 | -33.33 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 564,240 | -2.46 | 38,983 | 8.52 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 42,138 | -53.39 | 2,911 | -48.14 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 27,223 | -1.06 | 1,881 | 10.07 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 19,641 | -2.91 | 1,357 | 7.96 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 32,179 | -4.49 | 2,223 | 6.26 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 4,372 | -5.04 | 302 | 5.96 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 127,603 | -9.61 | 8,816 | 0.57 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 15,470 | -21.63 | 1,069 | -12.82 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 1,198,578 | -6.74 | 83 | 3.80 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 8,061 | -20.50 | 557 | -11.61 | ||||
| 2025-04-10 | 13F | Presilium Private Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R | 171,970 | -11.45 | 10,982 | -7.18 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 4,498 | -17.90 | 311 | -8.82 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 11,589 | -3.02 | 801 | 7.82 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 26,836 | -4.04 | 1,854 | 6.80 | ||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 31,031 | -5.30 | 2,144 | 5.36 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 118,347 | -25.43 | 7,349 | -21.42 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 39,576 | -0.09 | 2,734 | 11.18 | ||||
| 2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Fundamentun, Llc | 11,366 | -0.11 | 785 | 11.19 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 30,294 | -0.85 | 2,093 | 10.33 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1,774 | -1.66 | 0 | |||||
| 2025-04-11 | 13F | Piscataqua Savings Bank | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 11,354 | -0.42 | 784 | 10.73 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 4,729 | -2.07 | 327 | 9.03 | ||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 15,744 | -1.64 | 1,088 | 9.36 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 35,256 | -5.68 | 2,436 | 4.91 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 6,244 | -8.93 | 431 | 1.41 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 3,518 | -0.14 | 243 | 11.47 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 69,416 | -18.26 | 4,796 | -9.07 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 4,599 | -74.20 | 318 | -71.36 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 21,073 | -2.77 | 1,456 | 8.18 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 8,255 | -1.57 | 570 | 9.62 | ||||
| 2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 935,647 | -1.08 | 64,644 | 10.05 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 4,113 | -5.12 | 284 | 5.58 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 62,806 | -2.60 | 4,339 | 8.37 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 3,054 | -8.12 | 211 | 1.94 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 8,557 | -42.45 | 591 | -35.97 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 4,102 | -8.11 | 283 | 2.17 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 15,511 | -27.62 | 1,072 | -19.53 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 249,893 | -0.79 | 17,265 | 115,000.00 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | True North Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 3,757 | -97.08 | 260 | -88.15 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 46,044 | -28.74 | 3,181 | -20.71 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Orion Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 78,887 | -10.18 | 5,450 | -0.07 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 458 | -34.48 | 32 | -27.91 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Bricktown Capital, LLC | 41,175 | -85.20 | 2,845 | -83.54 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 17,572 | -11.35 | 1,219 | -0.89 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 44,796 | -0.52 | 3,095 | 10.66 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 332,566 | -87.13 | 22,977 | -85.69 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 31,205 | -3.20 | 2,156 | 7.70 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 24,538 | -35.60 | 1,695 | -28.36 | ||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 59,616 | -0.32 | 4,119 | 10.88 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 15,736 | -14.91 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 3,247 | -58.17 | 224 | -53.53 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Soltis Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 165,410 | -98.82 | 11,428 | -98.69 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 19,689 | -22.80 | 1,360 | -14.09 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 29,835 | -6.39 | 2,061 | 4.14 | ||||
| 2025-04-10 | 13F | Salvus Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 491,534 | -6.93 | 33,960 | 3.55 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 32,026 | -87.32 | 2,213 | -85.90 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 27,156 | -10.98 | 1,818 | -2.83 | ||||
| 2025-08-14 | 13F | Laird Norton Trust Company, Llc | 83,200 | -18.73 | 5,748 | -9.58 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 5,583 | -7.54 | 386 | 2.94 | ||||
| 2025-07-24 | 13F | Freedom Day Solutions, LLC | 122,356 | -5.85 | 8,454 | 4.75 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Gibson Wealth Advisors LLC | 221,101 | -1.41 | 15,276 | 9.69 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 43,120 | -0.44 | 2,979 | 10.78 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 41,125 | -50.43 | 2,920 | -44.96 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 9,928 | -0.51 | 617 | 4.76 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 14,835 | -8.50 | 1,025 | 1.79 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 3,144 | -38.38 | 217 | -31.33 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 5,376 | -17.76 | 371 | -8.40 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 135,255 | -0.89 | 9,345 | 10.27 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 27,929 | -1.05 | 1,930 | 10.35 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5,221 | -3.76 | 361 | 7.14 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 14,669 | -2.00 | 1,013 | 9.04 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 33,384 | -89.33 | 2,307 | -88.13 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 1 | -99.73 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 3,892 | -17.03 | 269 | -7.90 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 14,885 | -42.37 | 1,028 | -35.87 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 12,301 | -12.15 | 850 | -2.30 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 286,051 | -0.10 | 19,763 | 11.15 | ||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 40,613 | -1.87 | 2,806 | 8.97 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 728,335 | -0.16 | 50,321 | 11.08 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 374,210 | -0.93 | 25,854 | 10.22 | ||||
| 2025-05-13 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 527,241 | -12.36 | 36,427 | -2.49 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 19,579 | -23.20 | 1 | 0.00 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 142,393 | -0.06 | 8,843 | 5.32 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 105 | -82.73 | 7 | -81.08 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | REMIX - STANDPOINT MULTI-ASSET FUND Investor Class | 671,100 | -4.74 | 42,856 | -0.14 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 3,923 | -4.60 | 244 | -2.80 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 67,546 | -5.75 | 4,667 | 4.85 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 280,781 | -4.10 | 19 | 5.56 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 30,438 | -5.30 | 2,103 | 5.36 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 171,012 | -2.06 | 11,737 | 12.97 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 51,855 | -0.26 | 3,583 | 10.97 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 47,374 | -1.97 | 3,273 | 9.06 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 6,086 | -35.34 | 420 | -28.08 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 7,235 | -5.24 | 500 | 5.27 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 9,114 | -45.68 | 630 | -39.58 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 7,221 | -21.26 | 499 | -12.48 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 2,915 | -22.43 | 201 | -13.73 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 9,414 | -33.71 | 650 | -26.22 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 3,552 | -2.84 | 245 | 7.93 | ||||
| 2025-04-23 | 13F | Archford Capital Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 3,972 | -23.25 | 274 | -14.64 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 46,556 | -0.75 | 3,217 | 10.44 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 4,443 | -7.82 | 307 | 2.34 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 594,712 | -2.20 | 36,932 | 3.06 | ||||
| 2025-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 25,457 | -22.09 | 1,766 | -9.94 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 37,823 | -3.85 | 2,628 | 7.62 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 425,514 | -2.73 | 29,399 | 8.22 | ||||
| 2025-08-14 | 13F | Aperture Investors, LLC | 339,093 | -8.64 | 23,428 | 1.64 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 13,216 | -28.19 | 911 | -20.87 | ||||
| 2025-04-22 | 13F | Dopkins Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 62,437 | -3.81 | 4,314 | 7.00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 233,288 | -1.17 | 16,118 | 9.95 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Columbia Asset Management | 27,692 | -3.45 | 1,913 | 7.41 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 6,981 | -18.17 | 482 | -8.88 | ||||
| 2025-08-11 | 13F | Mosaic Advisors LLC | 307,923 | -7.68 | 21,274 | 2.71 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 30,399 | -0.36 | 2,100 | 10.88 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 2,964 | -73.46 | 205 | -70.56 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 30,575 | -0.45 | 2,112 | 10.75 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,076 | -39.04 | 420 | -32.20 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 5,686 | -0.05 | 393 | 11.05 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 491 | -86.92 | 30 | -86.43 | ||||
| 2025-08-07 | 13F | Axiom International Investors Llc /de | 23,800 | -25.62 | 1,644 | -17.26 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 1,076,225 | -1.27 | 74,668 | 12.26 | ||||
| 2025-08-14 | 13F | BLKBRD Asset Management, LP | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 827,388 | -24.59 | 57,164 | -16.11 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 594,068 | -3.85 | 41,044 | 6.98 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 10,891 | -4.52 | 752 | 6.21 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 241,641 | -2.11 | 16,695 | 8.91 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 40,652 | -0.43 | 2,809 | 10.77 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 812,868 | -5.35 | 56,161 | 5.30 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 17,017 | -8.76 | 1,176 | 1.47 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 3,778 | -3.72 | 261 | 7.41 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 12,617 | -8.02 | 872 | 2.35 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 23,068 | -12.01 | 1,594 | -2.15 | ||||
| 2025-04-28 | NP | MPAY - Akros Monthly Payout ETF | 902 | -6.04 | 56 | -6.78 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,761 | -47.62 | 0 | |||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 15,654 | -0.41 | 1,082 | 10.76 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 7,802 | -15.50 | 539 | -5.93 | ||||
| 2025-05-29 | 13F | Parkshore Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Financial Advisory Service, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | RBF Capital, LLC | 40,000 | -68.00 | 2,764 | -64.40 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 1,147 | -30.32 | 79 | -22.55 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 4,698 | -1.14 | 325 | 9.83 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 6,618 | -3.49 | 457 | 7.53 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 4,493 | -48.30 | 310 | -42.49 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 10,266 | -1.34 | 709 | 9.75 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 6,983 | -90.00 | 482 | -88.89 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 84,886 | -0.28 | 5,865 | 10.93 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 9,900 | -7.88 | 684 | 2.40 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 6,030 | -28.06 | 417 | -20.00 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 504 | -6.49 | 35 | 3.03 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 44,294 | -1.03 | 3,060 | 10.11 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 8,114 | -2.45 | 561 | 8.53 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 4,567 | -7.06 | 324 | 3.18 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 9,122 | -92.43 | 630 | -91.58 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 9,138 | -0.01 | 631 | 11.29 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Wealth Effects Llc | 7,696 | -6.66 | 532 | 3.71 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 37,771 | -2.25 | 2,610 | 8.75 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 75,208 | -0.10 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 414,805 | -9.03 | 28,659 | 1.21 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 96 | -96.08 | 7 | -96.05 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 1,291,995 | -0.74 | 89,264 | 10.43 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18,781 | -4.97 | 1,302 | 4.41 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 18,893 | -33.66 | 1,305 | -26.19 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 4,117 | -1.70 | 284 | 9.23 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 17,097 | -4.62 | 1,181 | 6.11 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 19,915 | -0.38 | 1,376 | 10.80 | ||||
| 2025-04-21 | 13F | ORG Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 114,273 | -0.47 | 7,895 | 10.67 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 44,847 | -14.11 | 3,098 | -4.44 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 16,825 | -12.26 | 1,162 | -2.35 | ||||
| 2025-07-16 | 13F | Flower City Capital | 8,894 | -0.06 | 614 | 11.23 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 72,550 | -4.61 | 5,012 | 6.12 | ||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 7,902 | -0.95 | 546 | 10.10 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 108,794 | -2.46 | 7,517 | 8.52 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4,186 | -6.90 | 289 | 3.58 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 33,462 | -1.85 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Sound View Wealth Advisors Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 5,110 | -1.77 | 353 | 9.29 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 139,108 | -1.15 | 9,611 | 9.98 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1,369,256 | -3.97 | 94,602 | 6.84 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 15,430 | -1.21 | 1,066 | 10.01 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 14,769 | -0.53 | 1,020 | 10.75 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Ames National Corp | 74,768 | -1.04 | 5,166 | 10.10 | ||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 162,947 | -2.13 | 11,258 | 8.89 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 1,252,430 | -5.92 | 86,530 | 4.67 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 83,289 | -1.18 | 5,754 | 9.94 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 7,658 | -0.13 | 529 | 11.13 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 7,291 | -4.53 | 504 | 6.12 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 13,680 | -26.24 | 945 | -17.90 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 95,093 | -1.79 | 6,570 | 9.25 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 5,549 | -1.12 | 383 | 10.06 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 23,428 | -4.60 | 1,619 | 6.17 | ||||
| 2025-07-31 | 13F | United Community Bank | 5,948 | -1.98 | 411 | 9.04 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Optas, LLC | 126,694 | -50.00 | 8,753 | -44.37 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,863 | -35.49 | 129 | -28.49 | ||||
| 2025-07-25 | 13F | Gordian Advisors LLC | 107,136 | -1.12 | 7,402 | 10.02 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 164,721 | -5.62 | 11,381 | 5.00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 716,214 | -0.72 | 49,483 | 10.46 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 38,625 | -2.47 | 2,669 | 8.50 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 3,397 | -35.01 | 235 | -27.78 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8,249 | -4.10 | 570 | 6.55 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 115,062 | -56.06 | 7,950 | -51.11 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 63,888 | -11.83 | 4,414 | -2.17 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 13,978 | -11.06 | 966 | -1.03 | ||||
| 2025-08-13 | 13F | Lynch Asset Management, Inc. | 25,150 | -9.04 | 1,738 | 1.16 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 5,734 | -1.90 | 391 | 14.66 | ||||
| 2025-03-31 | NP | AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Small-Mid Company Fund Class R6 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 28,145 | -32.02 | 1,945 | -24.35 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 98,730 | -3.07 | 6,821 | 7.84 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 13,442 | -0.33 | 929 | 10.87 | ||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 7,446 | -3.81 | 514 | 7.08 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 12,554,381 | -0.62 | 867,382 | 10.57 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 556 | -15.50 | 38 | -5.00 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 5,102 | -81.47 | 352 | -79.40 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 400 | -87.58 | 28 | -86.43 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 17 | -71.19 | 1 | -66.67 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 3,888 | -16.30 | 269 | -6.94 | ||||
| 2025-05-15 | 13F | Blue Chip Partners, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 640,489 | -5.38 | 44,251 | 5.27 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 619 | -23.30 | 43 | -16.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 41,624 | -1.01 | 3 | 0.00 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 344 | -26.34 | 24 | -20.69 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 184,268 | -28.46 | 12,731 | -20.40 | ||||
| 2025-08-14 | 13F | Ariel Investments, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 8,209 | -4.32 | 567 | 6.58 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 29,674 | -0.87 | 2,050 | 10.33 | ||||
| 2025-05-09 | 13F | Blue Barn Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 7,659 | -16.43 | 529 | -7.03 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 7,997 | -5.20 | 553 | 5.54 | ||||
| 2025-08-13 | 13F | Capital World Investors | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 4,570 | -1.78 | 316 | 9.38 | ||||
| 2025-04-30 | 13F | Rock Point Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 35,756 | -43.85 | 2,470 | -37.53 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Avalon Advisory Group | 34,614 | -0.07 | 2,391 | 11.16 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 4,417 | -9.26 | 305 | 0.99 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 31,951 | -0.33 | 2,207 | 10.90 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Capital International Investors | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 172,901 | -50.92 | 11,972 | -45.28 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 1,463,993 | -0.16 | 101,147 | 11.08 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 18,371 | -15.26 | 1,269 | -5.72 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 34,979 | -0.45 | 2,417 | 10.77 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 16,631,183 | -30.40 | 1,149,048 | -22.56 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 3,285 | -6.62 | 227 | 3.67 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 67,513 | -61.55 | 4,664 | -57.22 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 8,934 | -32.10 | 617 | -24.48 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 7,056 | -2.35 | 487 | 8.71 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 583 | -91.19 | 40 | -90.27 | ||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 438,873 | -24.36 | 30,322 | -15.85 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 4,943 | -0.12 | 342 | 11.07 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 12,097 | -1.38 | 836 | 9.72 | ||||
| 2025-07-17 | 13F | Peoples Financial Services Corp. | 13,223 | -43.06 | 914 | -36.69 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 11,084 | -21.77 | 766 | -13.07 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 2,897 | -74.08 | 200 | -71.18 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 19,539 | -6.21 | 1,350 | 4.33 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 10,756 | -0.39 | 743 | 10.90 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 32,276 | -1.35 | 2,230 | 9.75 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 185,958 | -33.68 | 13 | -29.41 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 69,961 | -5.77 | 4,834 | 4.84 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 93,305 | -4.49 | 6,446 | 6.26 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 32,360 | -0.57 | 2,236 | 10.59 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 5,690 | -11.26 | 393 | -1.26 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 43,438 | -50.98 | 3,001 | -45.46 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 12,242 | -2.86 | 846 | 8.06 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 71,200 | -29.15 | 4,919 | -21.18 | |||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 37,649 | -7.83 | 2,601 | 2.56 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 353,448 | -0.92 | 24,411 | 10.23 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 272,089 | -2.46 | 18,799 | 8.51 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1,596,824 | -4.12 | 110,349 | 6.70 | ||||
| 2025-07-16 | 13F | Novem Group | 19,501 | -3.37 | 1,347 | 7.50 | ||||
| 2025-08-13 | 13F | Standpoint Asset Management, LLC | 615,000 | -15.83 | 42,490 | -6.36 | ||||
| 2025-05-09 | 13F | Pinney & Scofield, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 7,343 | -2.50 | 507 | 8.57 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 15,518 | -1.26 | 1,072 | 9.95 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 72,413 | -1.04 | 5,003 | 10.10 | ||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 12,448 | -0.38 | 860 | 10.82 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 456,554 | -0.98 | 31,543 | 10.17 | ||||
| 2025-08-12 | 13F | Clearbridge Investments, LLC | 4,245 | -8.61 | 293 | 1.74 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 3,493 | -1.41 | 241 | 9.55 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 36,674 | -2.10 | 2,534 | 8.90 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 12,621 | -14.88 | 872 | -5.33 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 73,843 | -5.57 | 5,102 | 5.05 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 465,038 | -8.78 | 32,129 | 1.48 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 552,247 | -2.03 | 38,155 | 9.00 | ||||
| 2025-05-09 | 13F | Plan Group Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,603 | -29.37 | 249 | -20.51 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 52,467 | -1.19 | 3,625 | 9.92 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 5,492 | -9.25 | 379 | 1.07 | ||||
| 2025-08-14 | 13F | Vernal Point Advisors, LLC | 44,202 | -1.47 | 3,054 | 9.62 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6,409,537 | -0.22 | 443 | 11.06 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 57,158 | -2.17 | 3,949 | 8.85 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 4,551 | -0.20 | 314 | 10.95 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 1,710,919 | -4.82 | 118,207 | 5.90 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 54,831 | -4.01 | 3,788 | 6.79 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 11,014 | -6.10 | 761 | 4.40 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 6,425 | -1.15 | 444 | 9.93 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 65,878 | -2.26 | 4,552 | 14.58 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 747,101 | -0.50 | 51,617 | 10.70 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 2,238 | -72.82 | 155 | -69.86 | ||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 29,660 | -4.71 | 2 | 100.00 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Compass Ion Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 103 | -89.30 | 7 | -88.14 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 6,609 | -74.98 | 457 | -72.20 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 25,454 | -7.01 | 1,759 | 3.47 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 82,260 | -6.55 | 6 | 0.00 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 401,071 | -0.44 | 27,710 | 10.77 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 5,955 | -2.46 | 411 | 8.44 | ||||
| 2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 14,715 | -0.15 | 1,017 | 11.04 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 5,525 | -1.43 | 343 | 3.94 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 18,061 | -57.14 | 1,248 | -52.33 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | First National Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 3,052 | -17.60 | 211 | -8.70 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 63,670 | -3.66 | 4,399 | 7.16 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 8,847 | -91.12 | 611 | -90.12 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 13,241 | -2.93 | 1 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4,127 | -4.36 | 285 | 6.74 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 41,318 | -0.59 | 2,855 | 10.58 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 749 | -42.34 | 52 | -36.25 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 1,931 | -13.56 | 133 | -3.62 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 25,183 | -0.91 | 1,740 | 10.20 | ||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 3,165 | -17.88 | 219 | -8.79 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 12,901 | -0.08 | 892 | 18.17 | ||||
| 2025-04-25 | 13F | Perissos Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 11,496 | -1.34 | 794 | 9.82 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 0 | -100.00 | 0 |
