Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.
Uppgraderaför att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 6 202 | −1,49 | 2 | 0,00 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 1 980 | −19,84 | 563 | −6,79 | ||||
| 2025-04-23 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 098 715 | −3,05 | 312 464 | 12,70 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 1 805 | −24,06 | 514 | −11,53 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 27 073 | −0,01 | 7 699 | 16,25 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 12 606 | −0,34 | 3 585 | 15,87 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 4 381 | −11,99 | 1 246 | 2,30 | ||||
| 2025-07-25 | 13F | Carl Stuart Investment Advisor, Inc | 8 692 | −1,47 | 2 472 | 14,50 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 3 632 | −0,95 | 1 033 | 15,05 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 2 500 | −0,16 | 711 | 16,18 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 14 170 | −1,72 | 4 030 | 14,23 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 16 001 | −9,75 | 4 551 | 4,91 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 278 | −76,74 | 79 | −73,93 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 15 075 | −4,84 | 4 287 | 10,63 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 102 622 | −11,49 | 29 185 | 2,89 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 84 976 | −1,35 | 24 166 | 14,68 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 1 010 | −0,69 | 287 | 28,13 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 50 692 | −69,42 | 14 416 | −64,45 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 3 155 | −10,93 | 897 | 3,58 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 1 825 | −1,62 | 519 | 14,57 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 21 286 | −12,34 | 6 054 | 1,90 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 2 138 | −3,13 | 608 | 12,59 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 42 389 | −40,85 | 12 055 | −31,23 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 3 072 | −1,95 | 874 | 13,97 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 29 700 | −29,79 | 8 446 | −21,31 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 913 | −46,67 | 260 | −38,04 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 3 121 | −11,11 | 889 | 3,50 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 11 819 | −34,14 | 3 463 | −21,12 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 2 072 | −74,11 | 589 | −70,99 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 3 842 | −0,05 | 1 093 | 16,17 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 10 736 | −4,19 | 3 | 50,00 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 1 116 | −0,89 | 317 | 15,27 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 1 013 | −3,52 | 288 | 12,50 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 3 636 | −50,46 | 1 034 | −42,40 | ||||
| 2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 14 119 | −3,91 | 4 015 | 11,71 | ||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 2 548 | −82,27 | 725 | −79,31 | ||||
| 2025-07-18 | 13F | Community Financial Services Group, LLC | 5 759 | −16,14 | 1 638 | −2,50 | ||||
| 2025-04-21 | 13F | O'Dell Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1 305 | −3,97 | 371 | 11,75 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 1 566 | −0,38 | 445 | 15,89 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 44 680 | −0,94 | 12 706 | 15,15 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 1 090 | −31,83 | 310 | −20,97 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1 312 | −15,46 | 373 | −1,58 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 170 | −38,63 | 48 | −31,43 | ||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 11 849 | −1,55 | 3 370 | 14,44 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 1 144 | −47,31 | 324 | −39,17 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 1 165 | −36,34 | 331 | −25,95 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 17 400 | −43,14 | 4 948 | −33,89 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 153 983 | −0,63 | 43 791 | 15,52 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 725 | −15,20 | 206 | −1,44 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 27 416 | −3,85 | 7 797 | 11,77 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | F/M Investments LLC | 1 862 | −9,70 | 530 | 4,96 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 5 102 | −3,88 | 1 451 | 11,71 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 3 032 | −24,18 | 862 | −11,86 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 2 618 | −27,44 | 745 | −15,65 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 2 909 | −23,61 | 827 | −1,43 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 3 010 | −2,53 | 856 | 13,38 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 1 027 | −2,93 | 292 | 13,18 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 761 | −26,40 | 216 | −14,29 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 46 270 | −3,11 | 13 159 | 12,63 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 147 242 | −3,57 | 41 874 | 12,09 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3 619 | −4,41 | 1 029 | 11,12 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Sepio Capital, LP | 2 722 | −13,64 | 774 | 0,39 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 22 514 | −0,37 | 6 403 | 15,83 | ||||
| 2025-04-22 | 13F | Perfromance Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 1 194 | −25,38 | 340 | −13,30 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 106 479 | −3,28 | 30 282 | 12,44 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 1 223 | −7,42 | 348 | 7,43 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 1 981 | −0,05 | 563 | 16,32 | ||||
| 2025-05-07 | 13F | Woodard & Co Asset Management Group Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 7 975 | −50,81 | 2 271 | −42,72 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 2 362 | −4,95 | 672 | 10,54 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 837 | −4,78 | 238 | 10,70 | ||||
| 2025-04-10 | 13F | Cathy Pareto & Associates, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Elevatus Welath Management | 838 | −36,85 | 238 | −26,54 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 1 578 | −34,69 | 449 | −24,07 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 1 474 | −0,41 | 419 | 15,75 | ||||
| 2025-08-14 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Mainsail Asset Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 725 | −1,63 | 206 | 14,44 | ||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Graypoint LLC | 4 339 | −0,12 | 1 234 | 16,10 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1 907 | −76,46 | 542 | −72,64 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 1 062 | −4,15 | 302 | 11,07 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 466 | −2,22 | 701 | 13,80 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 485 | −1,02 | 138 | 15,13 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 2 355 | −27,04 | 670 | −15,21 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 64 825 | −14,23 | 18 | 0,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5 654 | −10,24 | 1 608 | 4,35 | ||||
| 2025-04-24 | 13F | Mascoma Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 1 355 | −8,94 | 385 | 5,77 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 5 282 | −5,51 | 1 510 | 9,19 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 3 219 | −3,57 | 1 | |||||
| 2025-08-11 | 13F | First American Trust, Fsb | 6 371 | −9,67 | 1 812 | 4,99 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 667 | −72,09 | 190 | −67,64 | ||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 7 511 | −2,38 | 2 126 | 12,20 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 17 355 | −7,97 | 4 936 | 6,98 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 151 479 | −2,27 | 43 | 16,22 | ||||
| 2025-04-29 | 13F | Pacific Life Fund Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 2 100 | −3,85 | 597 | 11,80 | ||||
| 2025-08-06 | 13F | Rothschild & Co Wealth Management UK Ltd | 3 842 | −0,85 | 1 093 | 15,31 | ||||
| 2025-08-06 | 13F | Simmons Bank | 8 244 | −9,13 | 2 345 | 5,63 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 4 614 | −8,31 | 1 312 | 6,58 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 20 053 | −1,58 | 5 703 | 14,41 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 1 111 | −0,80 | 316 | 15,38 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 13 229 | −1,39 | 3 762 | 14,63 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Trust Co | 149 104 | −6,20 | 42 404 | 9,04 | ||||
| 2025-04-10 | 13F | EWG Elevate Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | WPG Advisers, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 1 640 | −13,23 | 466 | 0,87 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 269 | −12,38 | 77 | 1,33 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 10 176 | −5,79 | 2 894 | 13,63 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 584 | −25,35 | 0 | |||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 1 866 | −35,43 | 531 | −24,93 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 24 587 | −28,20 | 7 | −25,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 12 876 | −1,37 | 3 662 | 14,66 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 32 309 | −2,46 | 9 188 | 13,39 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 5 338 | −5,40 | 1 518 | 10,00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 6 513 | −48,01 | 1 747 | −40,52 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 19 281 | −2,19 | 5 483 | 13,71 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 2 280 | −6,44 | 648 | 8,72 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 4 263 | −8,03 | 1 212 | 6,97 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 19 664 | −0,65 | 5 592 | 15,47 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Vectors Research Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 15 589 | −1,73 | 4 433 | 14,25 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 7 023 | −2,49 | 1 997 | 13,40 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 17 696 | −1,24 | 5 033 | 14,81 | ||||
| 2025-09-03 | 13F | Q3 Asset Management | 15 151 | −62,51 | 4 | −55,56 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 1 766 | −6,86 | 502 | 8,42 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 6 248 | −21,25 | 1 777 | −8,45 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 7 | −50,00 | 2 | −66,67 | ||||
| 2025-07-16 | 13F | Tenret Co LLC | 20 260 | −4,23 | 5 762 | 11,32 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 795 | −85,43 | 226 | −83,06 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 6 881 | −12,02 | 1 957 | 2,25 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 6 162 | −5,00 | 1 752 | 10,47 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 6 275 | −11,93 | 1 785 | 2,35 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 8 481 | −0,46 | 2 412 | 15,69 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 6 360 | −0,11 | 1 809 | 16,12 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 10 928 | −4,26 | 3 107 | 11,28 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 59 732 | −10,30 | 16 987 | 4,28 | ||||
| 2025-05-13 | 13F | Spreng Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 11 904 | −1,24 | 3 385 | 14,82 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 21 364 | −4,74 | 6 112 | 11,39 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 294 253 | −8,24 | 83 629 | 6,59 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 9 042 | −0,86 | 2 571 | 15,24 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 6 335 | −10,12 | 1 802 | 4,47 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 185 | −50,40 | 53 | −42,86 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 44 118 | −1,79 | 12 547 | 14,17 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6 451 | −42,15 | 1 578 | −44,22 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Moller Financial Services | 3 336 | −2,06 | 949 | 13,81 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 58 045 | −2,39 | 16 538 | 13,68 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3 287 | −32,71 | 928 | −22,15 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 6 968 | −6,94 | 1 705 | −10,32 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 686 | −11,37 | 195 | 3,17 | ||||
| 2025-07-17 | 13F | City Holding Co | 6 100 | −2,94 | 1 735 | 12,82 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 2 273 | −4,17 | 556 | −13,42 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 883 | −0,56 | 251 | 15,67 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 3 814 | −2,36 | 1 | |||||
| 2025-08-11 | 13F | Sierra Capital LLC | 3 924 | −28,45 | 1 | 0,00 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 9 098 | −0,85 | 2 587 | 15,29 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 2 723 | −2,33 | 774 | 13,49 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 849 | −32,03 | 241 | −21,31 | ||||
| 2025-08-07 | 13F | Nwam Llc | 13 458 | −12,27 | 3 827 | 2,00 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 968 | −7,98 | 274 | 6,23 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2 229 | −5,63 | 634 | 9,71 | ||||
| 2025-05-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 9 906 | −6,29 | 2 817 | 8,93 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 7 150 | −0,07 | 2 033 | 16,17 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 18 642 | −0,45 | 4 561 | −4,02 | ||||
| 2025-05-14 | 13F | Mission Creek Capital Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 1 086 | −4,40 | 309 | 11,19 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 915 | −30,94 | 260 | −19,75 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 259 | −46,49 | 74 | −38,14 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 8 540 | −1,40 | 2 429 | 14,64 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 688 | −14,01 | 480 | −0,21 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 20 691 | −1,17 | 5 884 | 14,90 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 365 | −5,01 | 388 | 10,86 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 26 584 | −0,11 | 7 560 | 16,13 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 712 | −16,82 | 202 | −3,35 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 1 019 | −3,14 | 295 | 13,95 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 1 643 | −13,11 | 467 | 1,08 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 2 475 | −6,60 | 704 | 8,49 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 1 044 | −1,97 | 300 | 13,26 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 9 564 | −0,10 | 2 720 | 16,10 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 3 055 | −0,20 | 870 | 16,31 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 5 168 | −5,23 | 1 470 | 10,12 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 797 | −5,90 | 227 | 9,18 | ||||
| 2025-05-15 | 13F | Beaird Harris Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 13 479 | −1,06 | 3 833 | 15,04 | ||||
| 2025-07-22 | 13F | Silver Lake Advisory, LLC | 7 449 | −3,32 | 2 118 | 12,42 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 25 348 | −0,06 | 7 209 | 16,18 | ||||
| 2025-04-28 | 13F | CarsonAllaria Wealth Management, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 401 601 | −6,14 | 114 212 | 9,10 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 1 379 | −4,37 | 392 | 11,36 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 3 774 | −35,14 | 1 073 | −24,60 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 5 744 | −6,51 | 1 634 | 8,72 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 19 229 | −2,57 | 5 469 | 13,26 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 69 | −67,45 | 20 | −62,75 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 23 368 | −18,61 | 6 646 | −5,38 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 57 917 | −45,89 | 16 471 | −37,10 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5 781 | −7,86 | 1 644 | 7,11 | ||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 6 431 | −0,46 | 1 829 | 15,70 | ||||
| 2025-05-15 | 13F | Cubist Systematic Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 1 069 | −11,06 | 304 | 3,40 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 4 682 | −2,90 | 1 338 | 21,09 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 1 509 | −6,79 | 429 | 8,33 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9 192 | −5,74 | 2 614 | 9,60 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 5 | −95,00 | 1 | −95,83 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 82 059 | −15,87 | 23 337 | −2,20 | ||||
| 2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 9 614 | −2,18 | 2 734 | 13,73 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 900 | −19,06 | 256 | −6,25 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 248 | −47,90 | 71 | −40,17 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 7 381 | −31,09 | 2 099 | −19,89 | ||||
| 2025-08-14 | 13F | Family Management Corp | 6 282 | −8,28 | 1 787 | 6,63 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 5 946 | −43,76 | 1 691 | −34,65 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 13 114 | −3,29 | 3 730 | 12,42 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 860 | −78,66 | 245 | −75,23 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 32 745 | −4,82 | 9 312 | 10,65 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 9 119 | −0,53 | 2 593 | 15,66 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 47 677 | −6,47 | 13 559 | 8,72 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 3 178 | −45,00 | 904 | −36,09 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 2 714 | −0,26 | 795 | 23,68 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 9 204 | −3,13 | 2 618 | 12,61 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 2 980 | −0,10 | 847 | 16,19 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 2 414 | −21,62 | 686 | −8,90 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 8 964 | −1,82 | 2 549 | 14,15 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 180 588 | −3,41 | 51 357 | 12,29 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 2 465 | −0,36 | 701 | 15,87 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 637 002 | −23,40 | 181 133 | −10,97 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3 676 | −12,02 | 1 045 | 2,25 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 1 319 | −14,74 | 375 | −0,79 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 15 845 | −5,90 | 4 502 | 9,27 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 47 151 | −1,46 | 13 409 | 14,55 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 810 | −14,19 | 230 | −0,43 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 4 623 | −1,01 | 1 315 | 15,06 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 411 | −14,73 | 101 | −18,03 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 6 363 | −80,43 | 1 810 | −77,26 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 3 033 | −2,76 | 863 | 13,12 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 16 200 | −2,99 | 4 607 | 12,78 | |||
| 2025-08-11 | 13F | Citigroup Inc | 10 402 | −1,72 | 2 958 | 14,25 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 392 190 | −5,37 | 112 | 9,90 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 731 | −8,56 | 492 | 5,58 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 19 866 | −3,84 | 5 650 | 11,77 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3 632 | −12,92 | 1 033 | 1,18 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 1 363 | −69,36 | 388 | −64,43 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 2 153 | −14,60 | 612 | −0,65 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 878 | −1,24 | 250 | 14,75 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 88 460 | −0,85 | 25 157 | 15,26 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 1 544 | −0,90 | 439 | 15,22 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 12 902 | −2,28 | 3 669 | 13,63 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 41 039 | −1,47 | 11 669 | 15,02 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5 178 | −19,73 | 1 473 | −6,72 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 17 006 | −1,40 | 4 836 | 14,62 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 34 924 | −35,72 | 9 932 | −25,27 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 3 264 | −5,25 | 928 | 10,21 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 2 062 | −61,49 | 586 | −55,27 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 1 895 | −4,15 | 539 | 11,39 | ||||
| 2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 8 480 | −0,74 | 2 412 | 15,41 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 2 729 | −3,74 | 776 | 11,98 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 20 764 | −8,12 | 5 900 | 6,75 | ||||
| 2025-07-30 | NP | QVOY - Q3 All-Season Active Rotation ETF | 23 045 | −12,12 | 6 182 | −9,33 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Wright Fund Managment, LLC | 0 | −100,00 | 0 | |||||
| 2025-03-25 | 13F | Arrow Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 1 757 | −9,01 | 500 | 5,72 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 21 529 | −6,94 | 6 131 | 8,34 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 4 022 | −1,11 | 1 144 | 14,99 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 7 242 | −2,23 | 2 060 | 13,63 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 4 777 | −0,17 | 1 359 | 16,07 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1 819 | −5,95 | 517 | 9,30 | ||||
| 2025-04-14 | 13F | Camelot Technology Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 1 356 | −30,14 | 386 | −18,78 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-29 | NP | JAEVX - Mid Cap Stock Trust NAV | 50 303 | −21,50 | 12 306 | −1,39 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB | 12 100 | −58,84 | 3 441 | −52,16 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Norden Group Llc | 3 548 | −48,92 | 1 009 | −40,61 | ||||
| 2025-04-09 | 13F | Legacy Wealth Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 8 736 | −0,46 | 2 484 | 15,75 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 165 395 | −25,78 | 47 037 | −13,73 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 1 948 | −9,18 | 554 | 5,53 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 30 122 | −62,12 | 8 566 | −55,97 | ||||
| 2025-05-06 | 13F | Pinnacle Associates Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 001 939 | −1,27 | 569 331 | 14,78 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 7 867 | −17,52 | 2 246 | −3,73 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 24 071 | −3,71 | 6 846 | 11,94 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 790 | −16,58 | 225 | −3,03 | ||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 4 679 | −2,38 | 1 331 | 13,48 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 557 | −42,46 | 158 | −35,51 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 4 730 | −8,99 | 1 345 | 5,82 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 1 489 | −2,23 | 428 | 14,75 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 1 711 | −7,71 | 487 | 7,28 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 7 312 | −1,18 | 2 079 | 14,86 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Lloyd Advisory Services, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 4 137 | −1,17 | 1 176 | 14,84 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 6 980 | −0,51 | 1 985 | 15,62 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 76 286 | −7,02 | 21 695 | 8,09 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 859 | −18,58 | 244 | −5,43 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Cooper Financial Group | 712 | −16,82 | 202 | −3,35 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 1 881 | −1,62 | 546 | 11,20 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 770 | −5,17 | 219 | 10,10 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 653 635 | −13,01 | 185 887 | 1,12 | ||||
| 2025-07-31 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 15 948 | −12,20 | 4 535 | 2,07 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 4 407 | −68,40 | 1 253 | −63,27 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 4 430 | −0,43 | 1 260 | 15,72 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 18 481 | −3,44 | 5 256 | 12,24 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 78 802 | −0,98 | 22 411 | 15,11 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 3 561 | −8,15 | 1 014 | 6,96 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 31 | −13,89 | 9 | 0,00 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 42 600 | −22,40 | 12 115 | −13,03 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 27 708 | −85,73 | 7 880 | −83,41 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 4 770 | −14,42 | 1 357 | −1,45 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 159 128 | −24,13 | 45 255 | −11,80 | ||||
| 2025-05-14 | 13F | Main Street Group, LTD | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Prossimo Advisors, LLC | 2 670 | −52,98 | 1 | −100,00 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 7 097 | −4,25 | 2 018 | 11,31 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 2 811 | −4,39 | 799 | 11,13 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 4 915 | −46,08 | 1 | −50,00 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 39 009 | −0,76 | 11 094 | 15,37 | ||||
| 2025-04-23 | 13F | Corundum Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2 859 | −10,12 | 813 | 4,50 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 257 449 | −3,34 | 73 216 | 12,36 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 1 236 | −4,41 | 352 | 11,08 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 837 | −6,90 | 238 | 8,68 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 108 493 | −30,45 | 599 634 | −19,15 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 513 | −30,50 | 715 | −21,71 | ||||
| 2025-08-13 | 13F | Aufman Associates Inc | 25 648 | −0,23 | 7 294 | 16,00 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1 375 | −5,69 | 336 | −8,94 | ||||
| 2025-09-04 | 13F | Reynders McVeigh Capital Management, LLC | 1 610 | −22,74 | 0 | |||||
| 2025-07-21 | 13F | Ascent Group, LLC | 25 172 | −47,45 | 7 159 | −38,91 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9 989 | −2,86 | 2 841 | 12,92 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 16 188 | −3,38 | 4 604 | 12,32 | ||||
| 2025-05-15 | 13F | Alexis Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 093 | −0,29 | 595 | 15,98 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 4 399 | −1,76 | 1 281 | 16,89 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 31 724 | −1,54 | 9 022 | 14,46 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 1 622 | −6,57 | 461 | 8,73 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 5 916 | −0,40 | 1 682 | 15,76 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 50 482 | −2,43 | 14 290 | 17,30 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 2 910 | −28,29 | 829 | −10,96 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 11 300 | −1,02 | 3 214 | 15,08 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 11 455 | −2,09 | 3 258 | 13,80 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5 960 | −0,18 | 1 695 | 16,10 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 27 689 | −1,33 | 7 874 | 14,70 | ||||
| 2025-08-08 | 13F | Creative Planning | 133 845 | −3,37 | 38 064 | 12,33 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 86 168 | −1,17 | 24 505 | 14,89 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 6 354 | −0,02 | 1 807 | 16,28 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 6 647 | −30,35 | 1 890 | −19,02 | ||||
| 2025-08-07 | 13F | Commerce Bank | 47 037 | −1,04 | 13 377 | 15,04 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 9 229 | −18,74 | 2 629 | −5,40 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 446 | −42,67 | 0 | |||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 1 175 | −11,32 | 335 | 3,09 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 6 542 | −1,82 | 1 860 | 14,18 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 257 550 | −6,80 | 73 245 | 8,34 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 43 489 | −0,78 | 12 368 | 15,34 | ||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 4 943 | −87,04 | 1 406 | −84,94 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 356 256 | −1,00 | 101 287 | 15,09 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 2 202 | −15,37 | 626 | −1,57 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 9 714 | −7,25 | 2 763 | 7,81 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 5 395 | −57,84 | 1 537 | −50,93 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 25 214 | −0,72 | 7 171 | 15,42 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 7 546 | −0,67 | 1 846 | −4,20 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 16 073 | −5,13 | 4 571 | 10,30 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 2 900 | −4,48 | 825 | 11,05 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 39 020 | −1,10 | 11 097 | 14,97 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 1 258 | −13,36 | 358 | 0,56 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 137 | −88,94 | 39 | −87,46 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 1 858 | −12,03 | 528 | 2,33 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Advisor OS, LLC | 0 | −100,00 | 0 |
