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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | GeoWealth Management, LLC | 325 | −99,41 | 21 | −99,38 | ||||
| 2025-08-07 | 13F | PFG Advisors | 108 805 | −2,64 | 7 129 | 3,07 | ||||
| 2025-06-30 | NP | CAPTX - Canterbury Portfolio Thermostat Fund Institutional Shares | 7 060 | −21,29 | 461 | −7,44 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 105 753 | −4,39 | 6 929 | 1,21 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9 723 | −8,12 | 637 | −2,60 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 9 296 | −2,23 | 609 | 3,57 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 18 486 | −12,16 | 1 211 | −6,99 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 13 901 | −24,73 | 911 | −20,32 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 127 253 | −2,34 | 8 338 | 3,39 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 33 900 | −3,97 | 2 221 | 1,69 | ||||
| 2025-06-26 | NP | HFIGX - Hartford Schroders Diversified Growth Fund Class I | 114 044 | −25,98 | 7 443 | −12,94 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 324 972 | −0,44 | 21 292 | 5,40 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11 352 | −2,72 | 744 | 2,91 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 25 937 | −23,66 | 1 699 | −19,17 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 18 522 | −10,60 | 1 214 | −5,38 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 28 282 | −2,24 | 1 853 | 3,52 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 882 743 | −23,24 | 57 837 | −18,74 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 129 953 | −6,24 | 8 515 | −0,73 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 5 857 | −19,77 | 384 | −15,08 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 18 711 | −5,07 | 1 226 | 0,49 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 2 393 | −57,53 | 157 | −55,17 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 8 536 | −20,27 | 559 | −15,56 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 643 513 | −3,57 | 42 163 | 2,08 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 67 894 | −1,97 | 4 448 | 3,78 | ||||
| 2025-08-26 | NP | UPAR - UPAR Ultra Risk Parity ETF | 118 485 | −25,50 | 7 763 | −21,12 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 11 566 | −97,69 | 758 | −97,56 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 16 540 | −13,29 | 1 084 | −8,22 | ||||
| 2025-08-14 | 13F | Promus Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Managed Asset Portfolios, Llc | 108 326 | −2,18 | 7 098 | 3,56 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 129 013 | −10,34 | 8 453 | −5,09 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 60 412 | −17,95 | 3 958 | −13,13 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 15 605 | −3,13 | 1 022 | 2,51 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 50 020 | −50,97 | 3 277 | −48,09 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 47 276 | −0,92 | 3 098 | 4,88 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 3 498 | −35,72 | 229 | −31,85 | ||||
| 2025-05-14 | 13F | Kaufman Rossin Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 8 514 | −3,93 | 558 | 1,64 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 7 029 | −1,79 | 461 | 4,07 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 5 250 | −32,42 | 325 | −19,60 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 3 095 | −14,74 | 202 | −10,27 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 136 742 | −14,35 | 8 959 | −9,32 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5 967 | −26,32 | 391 | −22,16 | ||||
| 2025-08-08 | 13F | Creative Planning | 43 523 | −51,55 | 2 852 | −48,71 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 4 788 | −22,45 | 314 | −18,06 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 29 355 | −4,71 | 1 817 | 13,43 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 51 199 | −21,99 | 3 355 | −17,41 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 120 334 | −17,23 | 8 | −12,50 | ||||
| 2025-07-14 | 13F | Scharf Investments, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Access Investment Management LLC | 4 600 | −23,59 | 301 | −3,53 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 16 203 | −57,46 | 1 062 | −54,99 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 31 | −83,85 | 2 | −81,82 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 109 651 | −28,28 | 7 184 | −24,07 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 3 435 | −96,36 | 225 | −96,16 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 89 933 | −10,32 | 5 892 | −5,06 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 212 990 | −60,90 | 13 955 | −4,11 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 14 910 | −9,91 | 977 | −4,69 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 139 287 | −12,76 | 9 | 0,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 11 978 | −0,13 | 1 | |||||
| 2025-05-06 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 4 824 | −9,80 | 316 | −4,24 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 63 907 | −2,88 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 3 618 | −15,74 | 237 | −10,57 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 538 098 | −1,03 | 35 256 | 4,77 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 6 248 | −24,37 | 409 | −19,96 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | MCF Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 5 717 | −28,07 | 375 | −23,83 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 45 065 | −11,01 | 2 953 | −5,81 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 27 437 | −13,64 | 1 798 | −8,60 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 37 018 | −6,00 | 2 425 | −0,49 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 80 881 | −0,61 | 5 299 | 5,22 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 3 406 349 | −40,52 | 223 184 | −37,04 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 116 397 | −6,48 | 7 626 | −1,00 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 6 312 | −19,73 | 414 | −15,02 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 99 954 | −18,81 | 6 549 | −14,06 | ||||
| 2025-06-30 | NP | TACK - Fairlead Tactical Sector ETF | 151 310 | −10,21 | 9 874 | 5,62 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 11 182 | −22,57 | 733 | −18,03 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 354 630 | −28,03 | 23 235 | −23,81 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 3 132 | −83,55 | 205 | −82,60 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 350 031 | −25,80 | 22 934 | −21,45 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 169 | −37,17 | 11 | −31,25 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 7 023 | −14,50 | 460 | −9,45 | ||||
| 2025-04-30 | 13F | Nisa Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 467 | −90,74 | 31 | −90,38 | ||||
| 2025-07-02 | 13F | S. R. Schill & Associates | 18 258 | −2,59 | 1 196 | 3,10 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 8 495 | −24,06 | 557 | −19,65 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 3 991 | −5,76 | 261 | −0,38 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 100 | −80,00 | 7 | −80,00 | ||||
| 2025-08-13 | 13F | Mizuho Bank, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 34 426 | −5,68 | 2 256 | 18,56 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 11 332 | −84,08 | 742 | −83,16 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 48 102 | −1,17 | 3 152 | 4,61 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 29 455 | −1,55 | 1 947 | −1,32 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 9 569 | −7,87 | 627 | −2,49 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 6 492 | −15,30 | 425 | −10,34 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 7 154 | −70,14 | 469 | −68,42 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 127 759 | −31,95 | 8 371 | −27,96 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 16 128 | −2,45 | 1 057 | 3,23 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 947 412 | −13,56 | 62 074 | −8,49 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 229 626 | −10,49 | 80 565 | −5,24 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 17 838 | −26,88 | 1 169 | −22,60 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 11 836 | −3,26 | 775 | 2,38 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 13 342 | −27,58 | 869 | −23,77 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 59 304 | −28,69 | 3 886 | −24,52 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 10 447 | −22,44 | 684 | −17,89 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 123 689 | −9,89 | 8 104 | −4,59 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 15 988 | −32,36 | 1 048 | −28,39 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 33 405 | −3,57 | 2 189 | 2,10 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 58 099 | −26,54 | 3 807 | −22,25 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 4 942 | −24,11 | 324 | −19,85 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 130 906 | −1,62 | 8 577 | 4,14 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 17 411 | −11,82 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 152 671 | −5,99 | 10 003 | −0,48 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 1 389 765 | −9,71 | 91 057 | −4,41 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 6 137 | −31,48 | 402 | −27,44 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 148 | −9,76 | 10 | −10,00 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 7 019 | −26,59 | 460 | −22,34 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 4 928 | −2,86 | 323 | 2,88 | ||||
| 2025-07-16 | 13F | Valicenti Advisory Services Inc | 23 739 | −1,99 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 7 176 | −5,96 | 470 | −0,42 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 3 227 | −38,37 | 213 | −34,06 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 51 842 | −77,01 | 3 397 | −75,67 | ||||
| 2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 14 137 | −51,33 | 926 | −38,63 | ||||
| 2025-07-22 | NP | DRAFX - Destinations Real Assets Fund Class I | 91 946 | −61,10 | 5 999 | −55,12 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 53 873 | −5,66 | 3 530 | −0,14 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 21 780 | −1,74 | 1 427 | 8,93 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 14 924 | −49,32 | 978 | −46,38 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 61 980 | −5,52 | 4 061 | 0,00 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 10 883 | −21,10 | 716 | −16,06 | ||||
| 2025-07-30 | NP | QVOY - Q3 All-Season Active Rotation ETF | 41 655 | −13,76 | 2 718 | −0,48 | ||||
| 2025-08-14 | 13F | Betterment LLC | 3 685 | −67,28 | 0 | |||||
| 2025-07-18 | 13F | Requisite Capital Management, LLC | 6 139 | −33,87 | 402 | −29,97 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 448 756 | −3,46 | 29 402 | 2,20 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1 536 | −4,00 | 101 | 1,01 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 652 213 | −2,34 | 173 773 | 3,39 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4 838 | −51,68 | 317 | −48,95 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 1 057 396 | −5,10 | 69 | 1,47 | ||||
| 2025-07-14 | 13F | Stapp Wealth Management, Pllc | 88 390 | −15,60 | 5 791 | −10,65 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 41 098 | −8,07 | 2 693 | −2,68 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 41 435 | −38,40 | 2 715 | −22,39 | ||||
| 2025-04-14 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 2 247 | −72,36 | 147 | −70,78 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 257 | −30,27 | 148 | −26,50 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 4 625 | −24,39 | 309 | −23,89 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 66 077 | −0,60 | 4 329 | 5,23 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 49 948 | −3,79 | 3 273 | 1,84 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 119 321 | −4,00 | 7 818 | 1,63 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3 056 738 | −1,42 | 200 277 | 4,37 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 236 078 | −6,18 | 15 468 | −0,68 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 223 023 | −0,36 | 14 728 | 6,32 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 4 782 | −25,30 | 316 | −16,18 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 98 | −87,96 | 5 | −90,00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 6 042 | −14,78 | 396 | −9,82 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 5 594 | −19,96 | 367 | −15,28 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 17 054 | −6,49 | 1 117 | −0,98 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 75 332 | −37,70 | 5 074 | −32,19 | ||||
| 2025-08-14 | 13F | Barnett & Company, Inc. | 3 560 | −0,31 | 233 | 5,43 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 5 517 | −25,88 | 361 | −21,52 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 74 458 | −24,06 | 4 878 | −19,61 | ||||
| 2025-05-08 | 13F | New York Life Investment Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 338 768 | −29,50 | 22 196 | −25,37 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 5 730 898 | −11,42 | 375 488 | −6,23 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 25 169 | −79,67 | 1 649 | −72,99 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 510 400 | −10,59 | 33 441 | −5,35 | ||||
| 2025-08-25 | NP | EIPCX - Parametric Commodity Strategy Fund Institutional Class | 1 327 000 | −15,85 | 86 945 | −10,92 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 276 413 | −3,38 | 18 110 | 2,29 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 211 | −15,26 | 79 | 6,76 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 23 361 | −24,20 | 1 531 | −19,77 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 73 375 | −8,81 | 5 | 0,00 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 5 420 | −3,70 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 72 776 | −17,17 | 4 768 | −12,30 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 258 936 | −0,97 | 16 965 | 4,84 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 4 455 | −23,98 | 292 | −19,61 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 31 195 | −12,26 | 2 044 | −7,14 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-03 | 13F | Q3 Asset Management | 20 854 | −70,50 | 1 | −75,00 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 81 021 | −5,87 | 5 308 | −0,34 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 54 453 | −22,52 | 3 568 | −17,98 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 946 772 | −17,60 | 62 033 | −12,76 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 3 353 | −22,24 | 226 | −20,77 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 84 972 | −11,35 | 5 567 | −6,15 | ||||
| 2025-06-11 | NP | DBISX - DWS Global Macro Fund Class A | 237 942 | −6,83 | 15 528 | 9,60 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 39 849 | −6,84 | 2 611 | −1,40 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 70 596 | −16,70 | 5 | −20,00 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 29 732 | −17,84 | 1 948 | −13,00 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 8 162 | −32,67 | 535 | −28,80 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 14 328 | −1,57 | 939 | 4,22 | ||||
| 2025-07-31 | 13F | Catalyst Capital Advisors LLC | 66 500 | −2,92 | 4 357 | 2,78 | ||||
| 2025-08-27 | NP | CAXAX - Catalyst/MAP Global Equity Fund Class A | 58 000 | −3,33 | 3 800 | 2,34 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 9 189 | −18,71 | 602 | −13,88 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 550 270 | −13,88 | 36 054 | −8,83 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 19 624 | −3,79 | 1 286 | 1,82 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4 683 | −5,37 | 307 | 0,00 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 11 950 | −20,11 | 783 | −15,46 | ||||
| 2025-08-07 | 13F | Nwam Llc | 18 500 | −4,94 | 1 198 | −0,58 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 553 879 | −14,01 | 36 290 | −8,96 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 10 100 | −0,98 | 662 | 4,75 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 965 748 | −11,50 | 63 275 | −6,31 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-10 | NP | LFTEX - Lincoln Inflation Plus Fund Class I | 3 240 | −55,00 | 211 | −55,01 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 660 | −26,42 | 43 | −21,82 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 16 541 | −0,21 | 1 084 | 5,66 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 13 320 | −1,15 | 873 | 4,68 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 256 356 | −7,86 | 16 796 | −2,46 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 237 942 | −1,02 | 15 590 | 4,79 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 88 667 | −21,13 | 5 809 | −16,50 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 8 603 | −30,48 | 564 | −26,41 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 42 854 | −11,58 | 2 808 | −6,40 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 169 492 | −3,76 | 11 105 | 1,89 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 194 873 | −19,77 | 13 | −20,00 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 461 077 | −9,13 | 30 210 | −3,80 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 21 152 | −7,08 | 1 386 | −1,63 | ||||
| 2025-08-11 | 13F | Paul R. Ried Financial Group, LLC | 46 944 | −13,38 | 3 076 | −8,32 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 5 | −80,77 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Tokio Marine Asset Management Co Ltd | 10 900 | −10,66 | 714 | −5,43 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 118 533 | −3,25 | 7 766 | 2,43 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 90 841 | −16,66 | 5 952 | −11,78 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9 182 | −22,64 | 602 | −18,12 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 19 555 | −24,98 | 1 281 | −20,58 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 95 340 | −6,17 | 6 247 | −0,67 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 419 | −61,63 | 27 | −59,70 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 23 625 | −14,80 | 1 577 | −8,10 | ||||
| 2025-08-26 | NP | RPAR - RPAR Risk Parity ETF | 762 170 | −20,28 | 49 937 | −15,61 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 30 003 | −5,56 | 1 966 | −0,05 | ||||
| 2025-07-25 | 13F | Asset Planning,Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 57 280 | −23,55 | 3 753 | −19,07 | ||||
| 2025-05-16 | 13F | American Trust | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 83 235 | −30,26 | 5 454 | −26,17 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 108 411 | −1,71 | 7 207 | −2,25 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 576 066 | −14,23 | 37 744 | −9,20 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 32 | −84,62 | 2 | −83,33 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 847 757 | −11,60 | 55 545 | −6,42 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 6 553 | −4,53 | 429 | 1,18 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 55 173 | −78,64 | 3 615 | −77,39 | ||||
| 2025-07-29 | 13F | Robinson Value Management, Ltd. | 22 106 | −20,39 | 1 448 | −15,72 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 4 349 | −14,09 | 285 | −9,27 | ||||
| 2025-08-13 | 13F | Mcmorgan & Co Llc | 286 658 | −5,89 | 18 782 | −0,37 | ||||
| 2025-07-15 | 13F | Seven Post Investment Office LP | 68 825 | −0,36 | 4 509 | 5,50 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Hartford Financial Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 80 364 | −22,53 | 5 265 | −17,99 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 8 004 | −22,24 | 524 | −17,74 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4 245 | −26,38 | 278 | −21,91 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 109 407 | −7,59 | 7 168 | −2,17 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 106 206 | −18,60 | 6 959 | −13,83 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 4 865 | −18,19 | 319 | −13,59 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 7 130 | −16,70 | 465 | −3,73 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 760 364 | −18,54 | 49 819 | −13,76 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 29 897 | −27,67 | 1 955 | −28,10 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 104 763 | −2,97 | 6 864 | 2,72 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 12 837 | −0,33 | 841 | 5,52 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 4 987 | −5,60 | 327 | 0,00 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 103 167 | −4,46 | 6 760 | 1,14 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 21 563 | −3,53 | 1 413 | 2,10 |
