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 | Congress Wealth Management LLC / DE / | 83 538 | −7,92 | 4 082 | −13,39 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 5 139 | −5,65 | 251 | −10,99 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 47 379 | −7,17 | 2 315 | −12,68 | ||||
| 2025-05-01 | 13F | Rational Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Punch & Associates Investment Management, Inc. | 87 344 | −39,53 | 4 268 | −43,12 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 120 878 | −7,10 | 5 906 | −12,61 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 111 563 | −26,80 | 5 451 | −31,15 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 41 861 | −5,03 | 2 045 | −10,66 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 35 731 | −42,41 | 1 746 | −45,84 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 33 314 | −4,35 | 1 628 | −10,01 | ||||
| 2025-04-07 | 13F | AdvisorNet Financial, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Capital Fund Management S.a. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 149 919 | −2,70 | 7 325 | −8,47 | ||||
| 2025-07-25 | 13F | Ball & Co Wealth Management Inc. | 202 986 | −31,10 | 10 | −40,00 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 43 703 | −9,94 | 2 135 | −15,28 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 102 939 | −1,89 | 5 030 | −7,71 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Kercheville Advisors, LLC | 7 950 | −34,19 | 388 | −38,12 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 82 415 | −9,40 | 4 026 | −14,80 | ||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 16 202 | −4,62 | 792 | −10,32 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 57 024 | −1,24 | 2 786 | −7,07 | ||||
| 2025-04-30 | 13F | Cooper Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 9 214 | −52,19 | 459 | −51,69 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 51 711 | −0,23 | 2 527 | −6,13 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 18 | −91,74 | 1 | −100,00 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 380 575 | −6,53 | 18 595 | −12,07 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 25 304 | −0,52 | 1 236 | −6,43 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 10 682 | −2,97 | 522 | −8,76 | ||||
| 2025-07-23 | 13F | Maryland State Retirement & Pension System | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Css Llc/il | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 84 915 | −7,81 | 4 149 | −13,29 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 5 600 | −8,20 | 274 | −13,61 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 30 600 | −6,98 | 1 495 | −12,47 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 18 525 | −6,32 | 905 | −11,88 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 066 360 | −5,33 | 149 822 | −10,94 | ||||
| 2025-08-12 | 13F | Clear Street Markets Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9 111 | −18,70 | 445 | −23,54 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 701 | −10,76 | 83 | −15,31 | ||||
| 2025-05-13 | 13F | SFI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Walleye Trading LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 10 262 | −0,87 | 501 | −6,70 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 14 001 | −62,40 | 684 | −64,61 | ||||
| 2025-07-29 | 13F | Violich Capital Management, Inc. | 253 290 | −11,60 | 12 376 | 88 292,86 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 93 046 | −0,86 | 4 546 | −6,73 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 12 086 | −30,87 | 591 | −35,02 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 207 777 | −4,76 | 10 152 | −10,41 | ||||
| 2025-04-09 | 13F | Chickasaw Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 228 688 | −51,50 | 11 174 | −54,38 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Select Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 82 556 | −0,27 | 4 034 | −6,19 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 17 432 | −8,41 | 852 | −13,87 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | Call | 0 | −100,00 | 0 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 52 | −88,77 | 3 | −91,67 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 5 156 | −20,92 | 252 | −25,74 | ||||
| 2025-05-05 | 13F | Crestwood Advisors Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 55 946 | −3,47 | 2 734 | −9,20 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 9 175 | −25,22 | 448 | −29,67 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 167 074 | −3,78 | 8 085 | −7,79 | ||||
| 2025-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 8 800 | −4,14 | 430 | −9,87 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 32 396 | −0,75 | 1 583 | −6,67 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 16 348 | −0,21 | 799 | −6,12 | ||||
| 2025-08-14 | 13F | Comerica Bank | 98 259 | −3,57 | 4 801 | −9,30 | ||||
| 2025-05-13 | 13F | Cibc World Markets Corp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 12 560 | −4,87 | 614 | −10,51 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 16 465 | −1,20 | 804 | −7,05 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | Put | 0 | −100,00 | 0 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 656 | −63,04 | 78 | −65,78 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Texas Bank & Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 24 899 | −10,37 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 19 087 | −51,17 | 933 | −54,09 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 4 285 | −90,13 | 209 | −90,73 | ||||
| 2025-07-16 | 13F | Kingsman Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 19 708 | −0,63 | 963 | −7,14 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 5 529 | −0,70 | 270 | −6,57 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 29 970 | −4,95 | 1 464 | −10,57 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 80 922 | −0,03 | 3 954 | −5,97 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 5 150 | −10,43 | 256 | −7,58 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 4 639 | −3,85 | 227 | −9,60 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 9 462 | −15,80 | 462 | −20,75 | ||||
| 2025-08-14 | 13F | Rokos Capital Management LLP | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SMART Wealth LLC | 75 309 | −7,33 | 3 680 | −12,82 | ||||
| 2025-05-13 | 13F | UBS Group AG | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 10 173 | −2,81 | 499 | 2,46 | ||||
| 2025-08-13 | 13F | Barclays Plc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 75 513 | −8,99 | 3 690 | −14,39 | ||||
| 2025-05-12 | 13F | Fiduciary Family Office, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | BTS Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Red Tortoise LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 4 732 | −7,49 | 231 | −12,83 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 239 428 | −0,79 | 11 698 | −6,67 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 154 | −94,50 | 8 | −95,17 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 7 500 | −2,09 | 366 | −7,81 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Lake Hills Wealth Management, LLC | 99 397 | −27,05 | 4 857 | −31,38 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 24 263 | −21,30 | 1 185 | −25,98 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 6 221 | −20,81 | 304 | −25,74 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 20 225 | −1,94 | 988 | −7,75 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 309 809 | −0,03 | 15 137 | −5,96 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 10 721 | −2,35 | 524 | −8,25 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 15 438 | −0,80 | 754 | −6,68 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 1 241 | −64,63 | 61 | −67,03 | ||||
| 2025-04-17 | 13F | FNY Investment Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | NP | GLPAX - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 22 796 | −6,89 | 1 112 | −12,52 | ||||
| 2025-04-04 | 13F | Kings Path Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 436 | −4,80 | 21 | −8,70 | ||||
| 2025-04-28 | 13F | Sageworth Trust Co | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Mascoma Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | NP | HCYAX - HILTON TACTICAL INCOME FUND Investor Class | 23 890 | −63,81 | 1 141 | −66,31 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 17 371 | −5,13 | 849 | −10,83 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 415 086 | −10,52 | 20 281 | −15,83 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 11 676 | −0,59 | 570 | −6,56 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 223 358 | −2,12 | 10 913 | −7,92 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 9 659 | −18,34 | 472 | −23,29 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 13 817 | −14,58 | 675 | −19,64 | ||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 32 817 | −8,55 | 1 603 | −13,96 | ||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Providence First Trust Co | 37 827 | −0,05 | 1 848 | −5,95 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 24 957 | −3,55 | 1 219 | −9,23 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 15 696 | −89,96 | 767 | −90,56 | ||||
| 2025-05-06 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 8 201 | −5,15 | 401 | −10,91 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 64 746 | −25,67 | 3 163 | −30,08 | ||||
| 2025-08-27 | 13F/A | Putney Financial Group LLC | 1 411 | −14,28 | 69 | −20,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 2 260 339 | −0,39 | 110 440 | −6,30 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 6 008 | −2,13 | 294 | −7,86 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 180 | −10,00 | 9 | −11,11 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 63 521 | −0,13 | 3 104 | −6,06 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 14 890 710 | −2,05 | 727 560 | −7,86 | ||||
| 2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 9 000 | −10,00 | 440 | −15,41 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 28 129 | −2,04 | 1 374 | −7,85 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 18 000 | −33,33 | 879 | −37,30 | |||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 39 919 | −14,45 | 1 950 | −19,52 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 13 618 | −0,92 | 665 | −6,73 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 813 | −22,34 | 137 | −27,13 | ||||
| 2025-05-06 | 13F | Pinnacle Associates Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Left Brain Wealth Management, LLC | 144 150 | −0,54 | 7 043 | −6,43 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6 701 | −83,19 | 327 | −84,20 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 73 540 | −0,33 | 3 593 | −6,24 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 13 413 | −0,55 | 655 | −6,43 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 789 | −4,18 | 87 | −9,37 | ||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 7 283 | −12,89 | 356 | −18,20 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 13 355 | −8,27 | 653 | −13,76 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 226 | −96,51 | 11 | −96,73 | ||||
| 2025-04-16 | 13F | Rye Brook Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Peak6 Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 5 845 | −9,39 | 286 | −14,93 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 14 895 | −12,45 | 728 | −17,67 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 20 711 | −91,62 | 1 012 | −92,12 | ||||
| 2025-07-21 | NP | TTIFX - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares | 167 620 | −34,53 | 8 007 | −39,76 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 5 383 | −72,77 | 263 | −74,37 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Investment House Llc | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Financially Speaking Inc | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 12 532 | −38,98 | 612 | −42,59 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 184 261 | −0,55 | 9 571 | 7,26 | ||||
| 2025-08-14 | 13F | Pingora Partners LLC | 7 968 | −0,75 | 389 | −6,49 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 10 324 | −21,94 | 504 | −26,53 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 274 529 | −38,54 | 13 | −43,48 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hara Capital LLC | 25 | −98,60 | 1 | −98,91 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 4 229 | −2,08 | 207 | −8,04 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 4 549 | −16,72 | 222 | −21,55 | ||||
| 2025-07-24 | 13F | Shikiar Asset Management Inc | 186 035 | −5,23 | 9 | −10,00 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 6 363 | −11,04 | 311 | −16,44 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 20 111 | −3,57 | 983 | −9,33 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 95 213 | −5,02 | 4 652 | −3,63 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 24 549 | −2,92 | 1 198 | 0,34 | ||||
| 2025-08-14 | 13F | Ripple Effect Asset Management LP | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 16 190 | −12,60 | 791 | −17,78 | ||||
| 2025-08-14 | 13F | Ripple Effect Asset Management LP | Put | 0 | −100,00 | 0 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 4 900 | −78,51 | 239 | −79,81 | |||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 60 961 | −30,19 | 2 979 | −34,33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 14 336 | −29,84 | 700 | −34,02 | ||||
| 2025-07-11 | 13F | Miller Howard Investments Inc /ny | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 26 300 | −0,13 | 1 285 | −6,00 | ||||
| 2025-08-13 | 13F | Philadelphia Trust Co | 38 387 | −3,90 | 2 | −50,00 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 5 418 | −23,46 | 265 | −28,07 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 11 736 | −1,91 | 573 | −7,73 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 36 186 | −6,32 | 1 768 | −11,86 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 84 578 | −4,51 | 4 132 | −10,17 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 24 466 | −8,73 | 1 195 | −14,15 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Dividend Asset Capital, Llc | 8 309 | −11,71 | 406 | −17,01 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 133 000 | −58,37 | 6 498 | −60,84 | |||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 016 728 | −8,37 | 49 678 | −13,81 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 26 342 | −0,88 | 1 287 | −6,74 | ||||
| 2025-05-15 | 13F | IronBridge Private Wealth, LLC | 244 343 | −0,64 | 12 691 | 7,16 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 32 446 | −6,55 | 1 585 | −7,69 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 12 994 | −17,48 | 635 | −22,40 | ||||
| 2025-07-28 | 13F | Granite Group Advisors, LLC | 26 093 | −5,90 | 1 275 | −11,53 | ||||
| 2025-04-23 | 13F | Stephenson National Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 12 049 | −13,87 | 589 | −19,01 | ||||
| 2025-07-29 | 13F | Vista Finance, Llc | 211 807 | −2,05 | 10 349 | −7,86 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 5 011 | −1,11 | 245 | −7,22 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 25 192 | −23,40 | 1 231 | −27,99 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 9 795 | −0,16 | 0 | |||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 6 225 | −25,27 | 304 | −29,63 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 234 564 | −3,83 | 11 461 | −9,54 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 57 667 | −1,09 | 2 818 | −6,97 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 5 237 | −38,26 | 256 | −42,05 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 20 150 | −7,37 | 985 | −12,84 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 4 900 | −79,41 | 239 | −80,66 | |||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 4 875 | −2,01 | 238 | −7,75 | ||||
| 2025-04-24 | 13F | Crescent Grove Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 8 892 | −28,50 | 434 | −32,71 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 261 798 | −12,23 | 262 | −12,42 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 277 | −52,68 | 258 | −55,61 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 8 890 | −26,47 | 434 | −30,78 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 4 500 | −18,18 | 220 | −23,16 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 38 823 | −22,95 | 1 897 | −27,52 | ||||
| 2025-05-05 | 13F | Csenge Advisory Group | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 8 960 | −29,68 | 438 | −33,89 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 570 | −3,09 | 77 | −9,52 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 281 252 | −3,46 | 13 742 | −9,19 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 28 989 | −11,73 | 1 416 | −16,95 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 8 194 | −4,03 | 400 | −9,71 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 17 438 | −3,44 | 852 | −9,17 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 807 103 | −8,43 | 39 435 | −13,86 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 108 912 | −0,29 | 5 321 | −6,20 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3 275 284 | −3,49 | 160 030 | −9,22 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 19 099 | −2,75 | 933 | −8,53 | ||||
| 2025-05-13 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 67 042 | −2,72 | 3 276 | −8,49 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 56 551 | −65,67 | 2 763 | −67,71 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 22 442 | −9,81 | 1 096 | −15,17 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 51 912 | −0,97 | 2 536 | −6,83 | ||||
| 2025-07-15 | 13F | Herbst Group, Llc | 104 650 | −1,38 | 5 113 | −7,22 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 54 090 | −0,92 | 2 643 | −6,81 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 66 668 | −2,91 | 3 245 | −1,40 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | NP | QBDSX - Quantified Managed Income Fund Investor Class Shares | 152 722 | −16,99 | 7 462 | −15,80 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 7 627 | −1,42 | 373 | −7,23 | ||||
| 2025-07-10 | 13F | Clare Market Investments LLC | 30 290 | −34,76 | 1 480 | −38,66 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 41 362 | −1,25 | 2 021 | −7,13 | ||||
| 2025-05-02 | 13F | Lauer Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 919 | −49,03 | 45 | −52,69 | ||||
| 2025-07-14 | 13F | Edge Wealth Management LLC | 10 501 | −28,93 | 513 | −33,25 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-17 | 13F | Albion Financial Group /ut | 24 239 | −1,40 | 1 184 | −7,21 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 16 419 | −72,69 | 803 | −74,31 | ||||
| 2025-07-14 | 13F | Cushing Asset Management, Lp | Put | 0 | −100,00 | 0 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 802 | −68,73 | 39 | −70,68 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 15 511 | −49,61 | 758 | −52,63 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 3 690 | −24,15 | 192 | −18,38 | ||||
| 2025-04-22 | 13F | Childress Capital Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 6 354 | −1,55 | 310 | −7,46 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 8 375 | −46,06 | 409 | −49,26 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 60 529 | −17,81 | 2 957 | −22,69 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 75 653 | −8,46 | 3 696 | −13,89 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 12 947 | −9,43 | 633 | −14,82 | ||||
| 2025-04-21 | 13F | Osborne Partners Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 6 017 | −4,66 | 294 | −10,40 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 6 711 | −5,40 | 328 | −11,14 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 172 888 | −0,63 | 8 447 | −6,52 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 32 422 | −3,17 | 1 684 | 4,47 | ||||
| 2025-08-05 | 13F | Wellington Shields & Co., LLC | 3 348 | −0,56 | 164 | −6,32 | ||||
| 2025-08-04 | 13F | Buckhead Capital Management Llc | 5 200 | −4,60 | 254 | −10,25 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 5 994 | −3,29 | 293 | −9,03 | ||||
| 2025-08-07 | 13F | Commerce Bank | 149 872 | −0,94 | 7 323 | −6,82 | ||||
| 2025-08-14 | 13F | Brevan Howard Capital Management LP | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Denali Advisors Llc | 145 193 | −1,79 | 7 094 | −7,61 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Virtu Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 25 002 | −60,90 | 1 222 | −63,23 | ||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 23 404 | −9,22 | 1 144 | −14,64 | ||||
| 2025-04-24 | 13F | Primoris Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 20 110 | −1,24 | 983 | −7,10 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 676 371 | −4,10 | 33 | −8,33 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 707 | −50,94 | 35 | −54,05 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 9 976 | −4,07 | 487 | −9,81 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 |
