Kepemilikan Institusional dan Dana - Penjual
Halaman ini menampilkan lembaga, dana, dan pemegang saham utama yang telah mengurangi kepemilikan atau menutup posisi mereka pada periode pelaporan terakhir. Baris berwarna merah menunjukkan posisi yang telah ditutup. Klik ikon tautan untuk melihat riwayat transaksi lengkap.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 2,198 | -49.05 | 216 | -49.29 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | First International Bank & Trust | 114,598 | -4.90 | 11,258 | 2.08 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 11,444 | -22.86 | 1,124 | -17.17 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27,616 | -51.85 | 2,713 | -48.33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 9,719 | -50.74 | 955 | -47.18 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 17,931 | -4.95 | 1,762 | 2.03 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 187,923 | -2.21 | 18,462 | 4.96 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 107,715 | -2.15 | 10,582 | 5.02 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 25 | -50.00 | 2 | -50.00 | ||||
| 2025-08-14 | 13F | Wimmer Associates 1, Llc | 3,735 | -1.32 | 367 | -2.14 | ||||
| 2025-05-02 | 13F | Fortis Group Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 29,098 | -58.47 | 2,859 | -55.43 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 33,026 | -2.68 | 3,244 | 4.44 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 160,769 | -6.75 | 15,794 | 0.08 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 10,154 | -2.64 | 998 | 4.51 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 3,624 | -26.62 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 16,801 | -25.43 | 1,651 | -19.98 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 31,187 | -22.51 | 3,060 | -16.89 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 156,553 | -16.13 | 15,380 | -9.98 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 37,249 | -32.65 | 3,659 | -27.72 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 3,794 | -20.36 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 4,914,604 | -5.35 | 482,811 | 1.59 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 39,168 | -3.44 | 3,848 | 3.64 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4,033 | -23.12 | 396 | -17.50 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 38,396 | -26.03 | 3,772 | -18.62 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 44,452 | -26.77 | 4,367 | -21.40 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9,223 | -13.76 | 906 | -7.36 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 37,594 | -15.83 | 3,693 | -10.12 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 52,676 | -3.44 | 5,177 | 3.64 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8,692 | -4.70 | 854 | 2.28 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 91,960 | -3.01 | 9,034 | 4.10 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 27,805 | -11.77 | 2,732 | -5.34 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 82,783 | -45.39 | 8,150 | -41.26 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 29,988 | -49.65 | 2,946 | -45.96 | ||||
| 2025-05-08 | 13F | Pasadena Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 170 | -27.35 | 17 | -23.81 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 22,983 | -0.75 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 3,253 | -3.36 | 320 | 3.57 | ||||
| 2025-04-30 | 13F | BCJ Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,278 | -7.32 | 125 | -0.79 | ||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 2,746 | -14.21 | 270 | -7.88 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 5,699 | -0.19 | 560 | 7.09 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 6,150 | -18.67 | 604 | -12.97 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 39,785 | -33.96 | 4,021 | -27.08 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5,944 | -8.20 | 584 | -1.52 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 10,401 | -52.74 | 1,022 | -49.30 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,576 | -58.30 | 1,137 | -55.24 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,528,441 | -16.93 | 150,154 | -10.84 | ||||
| 2025-05-09 | 13F | Costello Asset Management, INC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 4,328 | -1.59 | 425 | 5.72 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 37,992 | -27.92 | 3,801 | -18.40 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 220 | -88.80 | 21 | -88.27 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 96 | -63.64 | 9 | -62.50 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 3,468 | -7.35 | 341 | -0.58 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 35,081 | -60.30 | 3,446 | -57.39 | ||||
| 2025-05-15 | 13F | Titleist Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 565,508 | -10.52 | 55,556 | -3.96 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5,629 | -1.63 | 553 | 5.54 | ||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 3,373 | -49.55 | 331 | -45.83 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3,362 | -1.38 | 330 | 17.86 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 10,047 | -33.35 | 987 | -28.50 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 43,184 | -2.06 | 4,242 | 5.13 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 3,603 | -29.12 | 354 | -24.09 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 481 | -91.12 | 47 | -90.62 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 274,110 | -25.06 | 26,929 | -19.57 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 493,472 | -14.67 | 48,479 | -8.41 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 6,149 | -12.06 | 638 | -0.16 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 443 | -6.93 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4,270 | -29.33 | 420 | -24.23 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 3,811 | -25.19 | 374 | -19.74 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 6,234 | -15.87 | 612 | -9.73 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 67,824 | -6.01 | 6,663 | 0.89 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 96,985 | -2.60 | 9,528 | 4.53 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 534 | -75.08 | 53 | -73.47 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 14,545 | -12.59 | 1,429 | -6.24 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,814 | -50.20 | 276 | -46.62 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 33,327 | -29.47 | 3,274 | -24.28 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 39,714 | -29.14 | 3,902 | -23.94 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 125,776 | -14.84 | 12,356 | -8.60 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 96,688 | -12.32 | 9 | -10.00 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 57,250 | -0.97 | 5,624 | 6.29 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 2,451 | -73.00 | 243 | -69.74 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 328,016 | -3.14 | 32,224 | 3.97 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 25,872 | -1.98 | 2,542 | 5.22 | ||||
| 2025-08-14 | 13F | Straightline Group Llc | 322,600 | -10.89 | 31,737 | -4.36 | ||||
| 2025-05-20 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,571 | -7.35 | 253 | -0.40 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 6,171 | -3.85 | 606 | 3.24 | ||||
| 2025-08-01 | 13F | Reliant Investment Partners, LLC | 7,522 | -11.11 | 739 | -4.65 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 2,652 | -5.25 | 261 | 1.56 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 3,886 | -19.53 | 391 | -11.54 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 10,689 | -37.64 | 1,050 | -33.08 | ||||
| 2025-05-06 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 205,463 | -67.91 | 20,185 | -65.56 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 4,091 | -13.20 | 402 | -6.96 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 63,192 | -33.22 | 6,208 | -28.33 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | Signal Advisors Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Wise Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 4,892 | -42.69 | 481 | -38.54 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 20,977 | -7.32 | 2,061 | -0.53 | ||||
| 2025-04-28 | 13F | Swmg, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Integras Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 10,487 | -93.99 | 1,030 | -93.55 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 2,638 | -4.56 | 259 | 2.78 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 8,018 | -54.62 | 788 | -51.33 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 2,139 | -55.78 | 210 | -54.74 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 10,962 | -7.32 | 1,077 | -0.55 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 6,827 | -99.38 | 671 | -99.34 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 40,940 | -8.83 | 4,132 | 0.54 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 184,250 | -28.18 | 18,101 | -22.91 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 34,337 | -18.45 | 3,373 | -12.46 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 70,715 | -6.90 | 6,947 | -0.07 | ||||
| 2025-05-12 | 13F | National Bank Of Canada /fi/ | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Maripau Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Alaska Permanent Capital Management | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | Wesbanco Bank Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 28,433 | -6.77 | 2,793 | 0.07 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | TrueMark Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 6,935 | -5.57 | 681 | 1.34 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 22,485 | -3.39 | 2,209 | 3.66 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 168,802 | -4.03 | 16,583 | 3.01 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 2,432 | -12.23 | 239 | -5.93 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 9,195 | -7.44 | 903 | -7.67 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | D.a. Davidson & Co. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 10,769 | -45.58 | 1,058 | -41.63 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 37 | -37.29 | 3 | -40.00 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 13,721 | -1.78 | 1,348 | 5.40 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,981 | -12.42 | 195 | -6.28 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 14,289 | -13.11 | 1,404 | -6.78 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 7,574 | -3.60 | 744 | 3.48 | ||||
| 2025-05-09 | 13F | Rollins Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 3,890 | -3.71 | 382 | 3.52 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,021,295 | -19.80 | 100 | -13.79 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 57,500 | -4.80 | 5,804 | 11.72 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2,271 | -87.60 | 223 | -86.69 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 3,962 | -73.78 | 389 | -71.85 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 80,358 | -1.19 | 7,894 | 6.06 | ||||
| 2025-04-17 | 13F | Abound Wealth Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-24 | 13F | Confluence Wealth Services, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 3,933 | -21.15 | 386 | -15.35 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 74,297 | -10.90 | 7,299 | -4.38 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 5,189 | -15.71 | 510 | -9.59 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 10,356 | -22.09 | 1,017 | -16.37 | ||||
| 2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 43,385 | -1.75 | 4,262 | 5.47 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 392,037 | -16.88 | 39 | -11.63 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 2,685 | -38.09 | 264 | -33.59 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 5,315 | -7.57 | 545 | 6.65 | ||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | Bensler, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 189 | -85.64 | 19 | -85.00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 33,540 | -15.53 | 3,295 | -9.36 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 112,386 | -3.58 | 11,041 | 3.49 | ||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-05-15 | 13F | Prospera Financial Services Inc | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Cerity Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,012,868 | -2.34 | 99,504 | 4.82 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 348,370 | -47.51 | 34 | -43.33 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 35,953 | -31.33 | 3,532 | -26.29 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3,421 | -31.19 | 336 | -26.15 | ||||
| 2025-05-15 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-20 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 32 | -87.74 | 3 | -86.96 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 11,714 | -69.51 | 1,151 | -67.29 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 11,000 | -57.04 | 1,081 | -53.91 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Allie Family Office LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 72,892 | -16.79 | 7,161 | -10.70 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 257,785 | -8.88 | 25,325 | -2.20 | ||||
| 2025-05-09 | 13F | Beta Wealth Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3,498 | -4.37 | 344 | 2.69 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 12,204 | -3.00 | 1,199 | 4.08 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,304 | -89.09 | 325 | -88.31 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 91,276 | -3.31 | 8,967 | 3.78 | ||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 34,864 | -3.34 | 3,425 | 3.76 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 7,414 | -99.39 | 728 | -99.34 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 65,497 | -0.35 | 6 | 0.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 490,614 | -17.39 | 48,230 | -11.32 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 23,150 | -9.36 | 2,274 | -2.70 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 268,159 | -9.87 | 26,344 | -3.26 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 42,214 | -21.43 | 4,147 | -15.66 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 30,091 | -33.64 | 2,956 | -28.77 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 35,693 | -0.53 | 3,507 | 6.76 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 10,741 | -21.46 | 1,055 | -15.67 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2,098 | -36.00 | 206 | -31.33 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 451 | -47.98 | 0 | |||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-18 | 13F | Edge Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 11,948 | -80.73 | 1,174 | -80.65 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 3,849 | -11.37 | 378 | -4.79 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 4,950 | -18.85 | 486 | -12.90 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 35,379 | -9.52 | 3,476 | -2.91 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 3,890 | -12.94 | 382 | -6.37 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 143,087 | -38.14 | 14,057 | -33.60 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 10,142 | -9.67 | 996 | -3.02 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 14,117 | -7.51 | 1,472 | 8.40 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 4,830 | -13.43 | 474 | -7.06 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Peoples Bank /oh | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 271,179 | -6.28 | 26,641 | 0.59 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 2,568 | -91.28 | 252 | -90.65 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 14,110 | -55.43 | 1,386 | -52.16 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 95,404 | -5.24 | 9,582 | 3.99 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 445,744 | -76.42 | 43,790 | -74.69 | ||||
| 2025-04-22 | 13F | Aspire Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 107,376 | -0.19 | 11 | 11.11 | ||||
| 2025-05-06 | 13F | SYM FINANCIAL Corp | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,550 | -51.26 | 152 | -47.77 |
