Institutional and Fund Ownership - Sellers
This page shows institutions, funds, and major shareholders that have decreased holdings or closed their positions in their last reporting period. Red rows indicate closed positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 3,534 | -2.75 | 356 | -4.31 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 39,565 | -3.80 | 3,984 | -5.19 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 3,675 | -5.16 | 370 | -6.33 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 5,662 | -4.71 | 570 | -5.94 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 38,422 | -16.40 | 3,869 | -17.61 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 2,201 | -4.10 | 222 | -5.56 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 12,544 | -68.05 | 1,263 | -68.51 | ||||
| 2025-05-09 | 13F | Citizens Financial Group Inc/ri | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 2,379 | -8.29 | 240 | -9.81 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,788 | -7.47 | 281 | -8.79 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 4,392 | -4.25 | 442 | -0.67 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 85,651 | -0.54 | 8,643 | -1.94 | ||||
| 2025-04-11 | 13F | Independence Bank of Kentucky | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 15,325 | -3.48 | 1,543 | -4.87 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1,249 | -10.98 | 126 | -12.59 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 99,274 | -16.18 | 10 | -25.00 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 5,975 | -11.22 | 602 | -12.52 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 3,063 | -48.23 | 308 | -49.01 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 5,548 | -66.59 | 559 | -66.49 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,197 | -16.29 | 121 | -17.81 | ||||
| 2025-05-07 | 13F | Pin Oak Investment Advisors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 13,890 | -3.68 | 1,399 | -5.09 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 2,453 | -8.40 | 247 | -9.52 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 41,896 | -0.85 | 4,219 | -2.29 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 4,543 | -50.00 | 457 | -50.75 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 394,814 | -0.12 | 39,758 | -1.57 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4,762 | -14.49 | 480 | -15.82 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4,514 | -26.08 | 455 | -27.24 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 114,904 | -10.44 | 11,571 | -11.73 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 24,900 | -73.60 | 2,507 | -73.99 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 28 | -99.76 | 3 | -99.83 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 63,934 | -52.52 | 6,438 | -53.21 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 47,400 | -6.09 | 4,773 | -7.45 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 16,115 | -2.90 | 1,623 | -4.31 | ||||
| 2025-05-12 | 13F | Keating Investment Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 12,197 | -1.80 | 1,228 | -3.23 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Veracity Capital LLC | 5,397 | -9.96 | 543 | -11.27 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 4,757 | -2.02 | 479 | -3.43 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 4,374 | -0.36 | 440 | -1.79 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 96,303 | -5.85 | 9,698 | -7.21 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 3,875 | -21.08 | 390 | -22.16 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,853,783 | -4.84 | 186,676 | -6.22 | ||||
| 2025-08-11 | 13F | Promethium Advisors,llc | 5,362 | -23.04 | 543 | -24.20 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2,774 | -10.20 | 279 | -11.43 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,668,334 | -0.14 | 470,101 | -1.59 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 12,221 | -13.14 | 1,231 | -14.41 | ||||
| 2025-08-01 | 13F | United Capital Management of KS, Inc. | 3,599 | -1.15 | 362 | -2.69 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 8,546 | -0.23 | 865 | -1.14 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 51,747 | -20.84 | 5 | -16.67 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 10,050 | -0.99 | 1,012 | -2.41 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 19,332 | -22.00 | 1,947 | -23.14 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 2,640 | -48.88 | 270 | -48.67 | ||||
| 2025-04-28 | 13F | Keybank National Association/oh | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 7,484 | -1.12 | 754 | -2.59 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 292,008 | -0.93 | 29,405 | -2.37 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 3,077 | -22.04 | 310 | -23.33 | ||||
| 2025-04-16 | 13F | BTS Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 51,796 | -4.99 | 5,216 | -6.36 | ||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 4,694 | -0.87 | 475 | -2.26 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Change Path, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Smart Money Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 10,790,123 | -4.34 | 1,086,566 | -5.73 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 37,497 | -32.56 | 3,776 | -33.64 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 10,915 | -20.17 | 1,099 | -21.33 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 9,265 | -4.04 | 933 | -5.48 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 190,007 | -4.05 | 19 | -5.00 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 24,815 | -62.61 | 2,499 | -63.16 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 9,829 | -14.05 | 990 | -15.33 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 44,278 | -1.46 | 4,459 | -2.90 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 2,081 | -45.95 | 210 | -46.82 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 3,700 | -20.00 | 373 | -21.19 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 21,428 | -7.25 | 2,158 | -8.60 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 721 | -8.04 | 73 | -10.00 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 29,987 | -1.97 | 3,020 | -3.39 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 6,052 | -29.04 | 609 | -30.08 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 25,800 | -11.03 | 2,598 | -12.32 | |||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 40,400 | -4.94 | 4,068 | -6.31 | |||
| 2025-07-10 | 13F | Tompkins Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 132,979 | -3.79 | 13,453 | -4.74 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 30,278 | -12.24 | 3,049 | -13.53 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 245,132 | -28.33 | 24,685 | -29.37 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 4,081 | -0.92 | 411 | -2.38 | ||||
| 2025-04-04 | 13F | Capital Market Strategies LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 3,927 | -0.25 | 395 | -1.74 | ||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 21,873 | -11.21 | 2,203 | -12.51 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 9,790 | -3.16 | 986 | -4.55 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 3,142 | -4.79 | 316 | -4.82 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 4,561 | -2.79 | 459 | -4.18 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 8,583 | -1.87 | 864 | -3.25 | ||||
| 2025-05-02 | 13F | Whittier Trust Co Of Nevada Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 45,700 | -0.22 | 4,602 | -1.65 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 17,920 | -11.51 | 1,805 | -12.81 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 8,577 | -1.41 | 864 | -2.82 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 14,262 | -2.87 | 1,444 | -4.18 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 27,186 | -0.43 | 2,738 | -1.86 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 25,756 | -20.66 | 2,594 | -21.83 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 3,041 | -4.97 | 306 | -6.13 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 3,477 | -20.42 | 350 | -21.52 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 44,489 | -2.37 | 4,480 | -3.78 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 103 | -60.69 | 10 | -61.54 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7,781 | -5.65 | 784 | -7.01 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 4,120 | -35.16 | 422 | -34.88 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 4,766 | -2.06 | 480 | -3.62 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5,080 | -18.80 | 512 | -20.03 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,495 | -11.25 | 453 | -12.57 | ||||
| 2025-05-08 | 13F | Cordatus Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-04-03 | 13F | Central Pacific Bank - Trust Division | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 98,301 | -4.37 | 9,899 | -5.76 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 77,957 | -5.13 | 7,851 | -6.50 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 12,307 | -2.78 | 1,239 | -4.18 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3,552 | -1.55 | 358 | -2.99 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 80,906 | -25.54 | 8,327 | -25.01 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 35,347 | -61.38 | 3,559 | -61.94 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 4,417 | -28.26 | 445 | -29.41 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 3,801 | -5.59 | 383 | -7.06 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 13,853 | -2.24 | 1,395 | -3.66 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 72,867 | -1.95 | 7,338 | -3.37 | ||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 6,851 | -5.71 | 690 | -7.14 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 13,913 | -43.88 | 1,401 | -44.69 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 16,919 | -23.45 | 1,741 | -22.90 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 4,757 | -3.04 | 479 | -4.59 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 17,235 | -4.62 | 1,736 | -6.01 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 8,985 | -97.66 | 904 | -97.70 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 9,496 | -48.64 | 956 | -48.57 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 2,530 | -20.44 | 255 | -21.60 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 33,642 | -26.23 | 3,388 | -27.30 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 10,348 | -16.68 | 1,042 | -17.90 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 41,333 | -0.65 | 4,162 | -2.07 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 27,564 | -9.51 | 2,776 | -10.80 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 2,157 | -1.82 | 217 | -3.12 | ||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 3,205 | -14.65 | 323 | -15.93 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 32,804 | -3.36 | 3,303 | -4.76 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 6,081 | -6.42 | 612 | -7.69 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 487,335 | -1.01 | 49 | -2.00 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 19,037 | -7.33 | 1,917 | -8.67 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 36,570 | -11.41 | 4 | -25.00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 24,333 | -4.17 | 2,464 | -5.49 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 74,922 | -1.27 | 7,545 | -2.70 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 48,487 | -6.46 | 4,883 | -7.82 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 15,161 | -0.91 | 1,527 | -2.37 | ||||
| 2025-08-07 | 13F | PFG Advisors | 2,302 | -42.06 | 232 | -42.96 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Lansing Street Advisors | 4,365 | -67.93 | 442 | -68.27 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 5,983 | -18.94 | 603 | -20.16 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 152,915 | -0.90 | 15,399 | -2.34 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 3,367 | -21.72 | 339 | -22.78 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 30,975 | -7.84 | 3,119 | -9.17 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 4,293 | -0.65 | 432 | -2.04 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 3,108 | -19.31 | 313 | -20.61 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 53,087 | -6.12 | 5,348 | -7.48 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 311,619 | -7.55 | 33,339 | -3.30 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 9,385 | -2.55 | 945 | -3.96 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 32 | -13.51 | 3 | 0.00 | ||||
| 2025-04-16 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 6,795 | -4.69 | 699 | -3.72 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Bare Financial Services, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 42,948 | -2.85 | 4,325 | -4.27 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 22,783 | -0.65 | 2,294 | -2.09 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 3,416 | -21.38 | 344 | -20.37 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 5,635 | -29.69 | 1 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 18,978 | -2.34 | 1,911 | -3.73 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 2,345 | -8.43 | 236 | -9.58 | ||||
| 2025-07-18 | 13F | Loudon Investment Management, LLC | 2,970 | -9.45 | 299 | -10.75 | ||||
| 2025-05-08 | 13F | Dearborn Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 45,766 | -23.81 | 4,642 | -24.61 | ||||
| 2025-08-14 | 13F | Fmr Llc | 43,577 | -4.60 | 4,388 | -5.98 | ||||
| 2025-05-15 | 13F | Prosperity Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 4,462 | -1.13 | 449 | -2.60 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 227,441 | -1.69 | 22,903 | -3.11 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 174,933 | -32.02 | 17,616 | -33.01 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,411 | -1.19 | 142 | -2.07 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 19,779 | -44.74 | 1,992 | -45.56 | ||||
| 2025-08-12 | 13F | Pring Turner Capital Group Inc | 72,655 | -4.13 | 7,316 | -5.53 | ||||
| 2025-07-22 | 13F | Silver Lake Advisory, LLC | 19,523 | -12.16 | 1,966 | -13.47 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 27,180 | -17.68 | 2,737 | -18.86 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Estate Counselors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 59,939 | -18.06 | 6,036 | -19.25 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 15,982 | -1.18 | 1,609 | -2.60 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 2,149 | -13.52 | 216 | -14.62 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 4,691 | -4.23 | 472 | -5.60 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 10,087 | -0.36 | 1,033 | -0.10 | ||||
| 2025-05-15 | 13F | Brevan Howard Capital Management LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 1,550 | -7.07 | 156 | -8.24 | ||||
| 2025-07-24 | 13F | Eastern Bank | 22,708 | -11.44 | 2,287 | -12.75 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 33,816 | -2.16 | 3,405 | -3.57 | ||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 41,256 | -2.12 | 4,154 | -3.55 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 45,105 | -1.46 | 4,722 | 6.62 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 2,410 | -11.00 | 243 | -12.32 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 20,347 | -26.96 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 87,703 | -9.42 | 8,833 | -10.73 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 7,948 | -1.80 | 800 | -3.26 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3,287 | -3.30 | 331 | -4.90 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 9,242 | -12.66 | 931 | -13.97 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 118,445 | -8.58 | 11,927 | -9.90 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 33 | -42.11 | 3 | -50.00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 11,212 | -7.36 | 1,129 | -6.23 | ||||
| 2025-05-12 | 13F | Ironwood Investment Counsel, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 83,774 | -6.63 | 8,669 | -0.68 | ||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 69,213 | -0.26 | 6,970 | -1.71 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 628,017 | -1.73 | 63,243 | -3.18 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 11,892 | -2.25 | 1,198 | -3.70 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 16,128 | -10.86 | 1,624 | -12.12 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 9,473 | -75.87 | 954 | -76.24 | ||||
| 2025-05-15 | 13F | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 16,724 | -1.17 | 1,684 | -2.60 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 77,873 | -86.13 | 7,842 | -86.34 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 21,195 | -54.93 | 2,219 | -51.42 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 77,100 | -47.56 | 7,764 | -48.33 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 11,498 | -0.85 | 1,158 | -2.36 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 795 | -35.78 | 80 | -34.96 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 7,037 | -3.30 | 709 | -4.71 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2,064 | -21.01 | 208 | -22.18 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 19,042 | -1.80 | 1,918 | -3.23 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 4,748 | -21.49 | 481 | -22.58 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 30,060 | -10.15 | 3,027 | -11.44 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 6,774 | -6.82 | 686 | -7.68 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 3,347 | -8.35 | 339 | -9.36 | ||||
| 2025-05-09 | 13F | Cary Street Partner Investment Advisory Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 57,790 | -1.10 | 5,820 | -2.53 | ||||
| 2025-07-11 | 13F | Global X Japan Co., Ltd. | 6,314 | -87.89 | 636 | -88.08 | ||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 71,303 | -1.41 | 7,180 | -2.83 | ||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 8,769 | -6.02 | 883 | -7.45 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 487,902 | -2.68 | 49 | -3.92 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 5,408 | -5.42 | 545 | -6.85 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 9,832 | -6.77 | 990 | -8.08 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 4,758 | -5.61 | 479 | -6.99 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 42,506 | -0.23 | 4,280 | -1.68 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 16,485 | -81.36 | 1,660 | -81.63 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 73,015 | -3.00 | 7 | 0.00 | ||||
| 2025-08-12 | 13F | Atlantic Family Wealth, Llc | 3,556 | -1.03 | 358 | -2.45 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 7,779 | -0.71 | 783 | -2.12 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 4,505 | -33.55 | 454 | -34.54 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 485,417 | -1.36 | 48,901 | -2.77 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 7,280 | -87.56 | 733 | -87.74 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 9,718 | -2.09 | 1 | -100.00 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 2,543 | -7.73 | 256 | -8.90 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 3,800 | -19.15 | 383 | -20.42 | |||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 32,177 | -4.29 | 3,240 | -5.68 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3,022 | -1.98 | 304 | -3.49 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 7,360 | -27.62 | 741 | -26.78 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24,844 | -19.59 | 2,502 | -20.78 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 4,762 | -10.96 | 487 | -8.65 | ||||
| 2025-08-14 | 13F | Comerica Bank | 116,311 | -1.81 | 11,713 | -3.23 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 32,785 | -3.78 | 3,301 | -5.17 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 17,995 | -2.11 | 1,812 | -3.51 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 4,130 | -5.82 | 416 | -7.37 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 131,524 | -1.37 | 13,245 | -2.80 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 30,954 | -0.68 | 3,117 | -2.10 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 5,351 | -1.69 | 539 | -3.24 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 244,221 | -2.04 | 24,954 | -1.90 | ||||
| 2025-05-15 | 13F | Garden State Investment Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,468 | -7.09 | 148 | -8.70 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 32,702 | -0.71 | 3,293 | -1.99 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | HT Partners LLC | 5,290 | -12.13 | 533 | -13.50 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 12,407 | -1.34 | 1,249 | -2.80 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 6,339 | -2.13 | 638 | -3.48 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 38,684 | -12.81 | 3,895 | -14.07 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 5,093 | -1.37 | 513 | -2.85 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 35,654 | -2.16 | 3,590 | -3.57 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 2,570 | -37.50 | 259 | -38.57 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 15,163 | -5.90 | 1,527 | -7.29 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 7,064 | -12.10 | 711 | -13.40 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 170,826 | -1.75 | 17 | 0.00 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 28,881 | -0.12 | 2,908 | -1.52 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 5,225 | -20.31 | 526 | -21.38 | ||||
| 2025-05-15 | 13F | Edmond De Rothschild Holding S.a. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 3,432 | -5.64 | 346 | -7.01 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 13,344 | -45.06 | 1,344 | -44.44 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 13,298 | -38.51 | 1,339 | -39.38 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 2,258 | -0.53 | 227 | -1.73 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 6,118 | -1.58 | 616 | -2.99 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 255,573 | -10.52 | 25,736 | -11.82 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 55,403 | -67.68 | 5,579 | -68.15 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 491,543 | -0.11 | 49,498 | -1.56 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4,461 | -38.14 | 449 | -38.99 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 84,189 | -0.84 | 8,478 | -2.28 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 54,224 | -20.13 | 5,460 | -21.29 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 4,535 | -7.64 | 457 | -8.98 | ||||
| 2025-04-23 | 13F | WoodTrust Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,503 | -6.36 | 252 | -7.69 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 20,299 | -8.26 | 2,044 | -9.56 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 3,655 | -1.88 | 370 | -3.14 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MWA Asset Management | 2,305 | -4.16 | 232 | -5.31 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 3,505 | -2.77 | 353 | -4.35 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 2,230 | -0.89 | 225 | -2.18 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 21,167 | -2.22 | 2,132 | -3.62 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 4,191 | -3.01 | 422 | -4.31 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-02 | 13F | Mountain Hill Investment Partners Corp. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 20,191 | -0.04 | 2,033 | -1.45 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,947,823 | -1.99 | 196,146 | -3.41 | ||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 33,796 | -2.76 | 3,403 | -4.17 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 16,935 | -19.04 | 1,705 | -20.22 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 68,328 | -2.82 | 6,881 | -1.70 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7,749 | -2.49 | 780 | -3.82 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Triumph Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 539 | -39.03 | 54 | -40.00 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 237 | -4.82 | 24 | -4.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,974,321 | -0.27 | 198,814 | -1.71 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 2,498 | -7.21 | 252 | -8.73 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 2,480 | -0.16 | 250 | -1.58 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 10,377 | -46.48 | 1,045 | -47.30 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 20,536 | -8.42 | 2,068 | -9.78 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 10,698 | -24.61 | 1,077 | -25.67 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 2,437 | -3.94 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 13 | -95.99 | 1 | -96.87 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | B&l Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 3,169 | -21.50 | 319 | -22.57 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Quest Investment Management Llc | 124,921 | -19.16 | 12,580 | -20.33 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 46,381 | -4.37 | 4,459 | -9.35 | ||||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 3,853 | -92.59 | 388 | -92.71 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 5,806 | -9.63 | 593 | -9.19 | ||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 9,100 | -12.08 | 916 | -13.34 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5,975 | -41.61 | 602 | -42.49 | ||||
| 2025-05-07 | 13F | Ridgewood Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 295,547 | -4.69 | 29,762 | -6.07 | ||||
| 2025-08-12 | 13F | Bokf, Na | 70 | -85.23 | 7 | -85.42 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 25,740 | -1.84 | 2,592 | -3.28 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 29,246 | -2.26 | 2,945 | -3.66 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 21,370 | -45.91 | 2 | -50.00 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 21,412 | -6.15 | 2,156 | -7.51 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,407 | -42.15 | 242 | -43.06 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 20,991 | -6.14 | 2,096 | -8.32 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 158,798 | -3.74 | 15,991 | -5.13 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 4,741 | -23.83 | 491 | -22.83 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 2,011 | -81.14 | 206 | -79.94 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 5,632 | -14.29 | 567 | -15.50 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 5,522 | -20.70 | 566 | -20.65 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 2,911 | -22.99 | 293 | -24.09 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 433 | -58.60 | 0 | |||||
| 2025-05-07 | 13F | Trilogy Capital Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 269,290 | -4.02 | 27,118 | -5.41 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 866,196 | -4.96 | 87 | -6.45 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 15,598 | -14.40 | 1,571 | -15.68 | ||||
| 2025-05-01 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 2,274 | -7.97 | 229 | -9.52 |
