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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 151 997 | −21,86 | 10 418 | −11,00 | ||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 13 458 | −3,78 | 1 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 2 799 | −16,30 | 192 | −4,98 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 33 350 | −1,83 | 2 286 | 11,79 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 3 528 | −31,63 | 242 | −22,26 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 17 223 | −0,47 | 1 180 | 13,35 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 39 598 | −1,32 | 2 714 | 12,43 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 69 684 | −0,24 | 4 193 | 2,09 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 554 256 | −1,60 | 38 | 12,12 | ||||
| 2025-06-26 | NP | FINT - Frontier Asset Total International Equity ETF | 186 025 | −10,71 | 11 256 | −8,75 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 3 560 | −6,14 | 244 | 7,02 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 1 067 638 | −5,16 | 73 176 | 8,03 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1 093 | −54,63 | 0 | |||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 50 311 | −0,11 | 3 448 | 114 833,33 | ||||
| 2025-04-17 | 13F | Stephens Consulting, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 68 721 | −6,37 | 4 710 | 6,66 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 21 625 | −78,12 | 1 478 | −75,16 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 91 | −66,30 | 6 | −62,50 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 162 | −28,63 | 11 | −15,38 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 253 792 | −49,89 | 17 395 | −42,92 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 129 827 | −7,88 | 8 898 | 4,94 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 303 156 | −19,92 | 20 778 | −8,78 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 6 185 | −3,27 | 424 | 10,16 | ||||
| 2025-05-13 | 13F | Hartland & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 57 064 | −0,66 | 3 911 | 13,17 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 5 466 | −1,42 | 375 | 12,31 | ||||
| 2025-07-28 | NP | AVMA - Avantis Moderate Allocation ETF | 19 122 | −6,88 | 1 230 | 1,07 | ||||
| 2025-05-13 | 13F | BlackDiamond Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | SOL Capital Management CO | 30 198 | −2,42 | 2 | 100,00 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 263 116 | −2,10 | 18 034 | 11,51 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Gries Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 388 158 | −3,98 | 26 604 | 9,38 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 33 859 | −8,30 | 2 321 | 4,46 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 181 118 | −1,90 | 12 414 | 11,75 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 2 411 | −1,67 | 165 | 12,24 | ||||
| 2025-05-15 | 13F | Minot DeBlois Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Dentgroup LLC | 10 423 | −9,94 | 714 | 2,59 | ||||
| 2025-09-24 | NP | AAARX - Strategic Allocation: Aggressive Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 567 117 | −8,67 | 39 227 | 4,40 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 11 129 | −1,01 | 763 | 12,72 | ||||
| 2025-05-29 | 13F/A | Nova Wealth Management, Inc. | 410 | −43,45 | 25 | −42,86 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 347 829 | −1,66 | 24 | 9,52 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PSF DFA Balanced Allocation Portfolio Class D | 23 304 | −52,85 | 1 597 | −46,30 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 38 245 | −20,99 | 2 621 | −9,99 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 23 593 | −9,16 | 1 617 | 3,52 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 3 502 | −5,27 | 240 | 8,11 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1 381 984 | −1,61 | 94 721 | 12,08 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 50 383 | −15,68 | 3 453 | −3,95 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 121 | −3,20 | 8 | 14,29 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 26 747 | −0,03 | 1 833 | 13,43 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 159 192 | −18,62 | 10 911 | −7,30 | ||||
| 2025-04-11 | 13F | City State Bank | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 73 889 | −42,27 | 5 064 | −34,23 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 424 032 | −0,40 | 29 063 | 13,46 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 4 717 | −1,15 | 323 | 12,54 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 26 541 | −40,12 | 1 819 | −31,77 | ||||
| 2025-04-21 | 13F | SILVER OAK SECURITIES, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 7 193 | −0,94 | 493 | 13,07 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Oak Root LLC | 1 167 215 | −0,58 | 80 001 | 13,25 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 34 255 | −8,46 | 2 348 | 4,26 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Mainsail Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 1 767 726 | −2,22 | 121 160 | 11,38 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 32 551 | −33,67 | 2 231 | −24,42 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 5 769 | −1,47 | 395 | 12,22 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 35 249 | −4,79 | 2 416 | 8,44 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 34 868 | −2,38 | 2 390 | 11,17 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1 017 842 | −6,51 | 69 763 | 6,50 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 24 540 | −1,84 | 1 682 | 11,77 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 62 724 | −15,05 | 4 299 | −3,22 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 11 275 | −24,14 | 773 | −13,65 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 29 865 | −0,86 | 2 047 | 12,91 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 33 016 | −4,96 | 2 263 | 8,23 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Vanguard Group Inc | 8 301 | −2,40 | 569 | 11,15 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 103 | −25,36 | 7 | −12,50 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 178 329 | −2,72 | 12 223 | 10,81 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 43 248 | −11,20 | 2 964 | 1,16 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 120 701 | −2,86 | 8 273 | 10,65 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 35 299 | −29,73 | 2 419 | −19,95 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 22 405 | −0,79 | 1 536 | 13,03 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 15 598 | −0,40 | 1 069 | 13,48 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 98 593 | −0,18 | 6 758 | 13,72 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 60 641 | −41,49 | 4 156 | −33,35 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 108 254 | −4,08 | 7 420 | 9,26 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 12 164 | −18,63 | 834 | −7,34 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 44 058 | −39,81 | 3 020 | −31,45 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 288 626 | −1,64 | 19 782 | 12,04 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2 514 | −9,27 | 172 | 3,61 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 3 978 | −8,32 | 273 | 4,21 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 9 306 | −2,15 | 638 | 11,36 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 19 759 | −0,95 | 1 354 | 12,83 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 165 | −79,98 | 11 | −77,55 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 9 011 | −1,80 | 618 | 11,78 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 9 151 | −11,09 | 627 | 1,29 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 10 229 | −2,85 | 701 | 10,74 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 238 525 | −1,29 | 16 349 | 12,44 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 3 874 | −2,27 | 266 | 11,34 | ||||
| 2025-05-07 | 13F | Evermay Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | S&t Bank/pa | 97 | −30,22 | 7 | −25,00 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 56 602 | −10,71 | 3 879 | 1,70 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 862 | −7,17 | 196 | 5,95 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 440 399 | −1,53 | 30 185 | 12,17 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 8 932 | −2,41 | 612 | 11,27 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 75 | −52,23 | 5 | −44,44 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 502 | −44,35 | 34 | −37,04 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 189 751 | −0,99 | 13 | 18,18 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 89 640 | −4,24 | 6 144 | 9,07 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 150 820 | −13,72 | 10 337 | −1,72 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 75 609 | −1,10 | 5 182 | 12,68 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 3 366 | −9,00 | 231 | 3,60 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 37 984 | −2,18 | 2 603 | 11,43 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 216 765 | −4,72 | 14 857 | 8,54 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 2 453 | −96,88 | 168 | −96,45 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 506 234 | −9,15 | 34 697 | 3,49 | ||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 22 163 | −19,22 | 1 519 | −7,94 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 20 287 | −7,26 | 1 390 | 5,62 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 100 852 | −7,25 | 6 912 | 5,66 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 172 901 | −5,35 | 11 851 | 7,82 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 101 278 | −2,20 | 6 942 | 11,39 | ||||
| 2025-08-08 | 13F | Pacific Life Fund Advisors LLC | 23 304 | −52,85 | 1 597 | −46,30 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 201 441 | −0,61 | 13 807 | 13,21 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 3 394 | −1,11 | 233 | 12,62 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 16 180 | −10,25 | 1 109 | 2,21 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 | −99,93 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 439 373 | −3,29 | 30 115 | 10,16 | ||||
| 2025-09-24 | NP | TWSMX - Strategic Allocation: Moderate Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 436 496 | −13,07 | 30 192 | −0,63 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 975 | −2,11 | 67 | 11,86 | ||||
| 2025-08-12 | 13F | Cornerstone Capital, Inc. | 3 815 | −39,43 | 261 | −30,95 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 171 596 | −80,16 | 11 761 | −77,40 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 21 837 | −1,67 | 1 497 | 11,98 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 24 702 | −1,49 | 1 693 | 12,27 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 532 184 | −0,74 | 36 476 | 13,07 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 10 860 | −0,12 | 744 | 13,76 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 844 | −0,47 | 58 | 11,76 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 14 162 | −6,69 | 971 | 6,24 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 66 433 | −0,82 | 5 | 0,00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 7 439 | −6,18 | 510 | 9,23 | ||||
| 2025-05-13 | 13F | Kovitz Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 70 539 | −1,72 | 5 013 | 13,01 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 258 834 | −1,69 | 17 968 | 13,42 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5 819 | −4,84 | 410 | 11,72 | ||||
| 2025-05-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 278 593 | −1,39 | 19 095 | 12,34 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 11 976 | −2,66 | 821 | 10,81 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 8 606 | −82,10 | 602 | −79,76 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 72 310 | −29,16 | 4 956 | −19,31 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 15 955 | −61,19 | 1 094 | −55,80 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 050 | −85,76 | 72 | −83,97 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 23 313 | −9,13 | 1 604 | 3,89 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 228 | −57,69 | 290 | −51,02 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 32 115 | −7,59 | 2 201 | 5,26 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 47 564 | −0,34 | 3 260 | 13,55 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 13 101 | −2,03 | 898 | 11,57 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 34 641 | −0,07 | 2 374 | 13,86 | ||||
| 2025-07-28 | NP | SPILX - Symmetry Panoramic International Equity Fund Class I Shares | 172 237 | −7,35 | 11 077 | 0,54 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 245 298 | −52,57 | 16 813 | −45,98 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 102 917 | −5,41 | 7 054 | 7,75 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 304 296 | −41,59 | 89 396 | −33,47 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 58 061 | −2,82 | 3 980 | 10,71 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 488 796 | −5,86 | 33 502 | 7,24 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 1 040 450 | −6,20 | 71 312 | 6,85 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 9 225 | −32,38 | 632 | −22,93 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 391 938 | −2,39 | 26 863 | 11,19 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 19 063 | −71,67 | 1 307 | −66,98 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 14 341 | −1,11 | 983 | 12,61 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 6 463 | −1,66 | 443 | 11,90 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 28 042 | −1,69 | 2 013 | 13,47 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 130 007 | −0,38 | 8 911 | 22,29 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 97 049 | −0,39 | 6 652 | 13,46 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 189 687 | −1,63 | 13 001 | 12,06 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 153 935 | −7,09 | 10 551 | 5,83 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 31 541 | −7,40 | 2 028 | 0,50 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 34 227 | −4,64 | 2 346 | 8,62 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 125 185 | −2,87 | 8 580 | 10,65 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 10 477 | −6,36 | 630 | −4,11 |
