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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 4 970 | −6,44 | 453 | −2,38 | ||||
| 2025-07-24 | 13F | Tandem Capital Management Corp /adv | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 48 198 | −16,04 | 4 391 | −12,25 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 197 381 | −8,00 | 200 181 | −3,86 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 106 138 | −2,72 | 9 252 | −12,15 | ||||
| 2025-07-08 | 13F | Holcombe Financial, Inc. | 26 516 | −8,94 | 2 416 | −4,85 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 14 613 | −14,55 | 1 331 | −10,67 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 134 686 | −23,25 | 12 270 | −19,79 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 9 401 | −93,95 | 856 | −93,68 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 5 824 | −87,90 | 531 | −87,37 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 171 092 | −9,81 | 15 586 | −5,74 | ||||
| 2025-04-18 | 13F | Insigneo Advisory Services, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 26 327 | −64,38 | 2 398 | −62,78 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 2 930 | −38,70 | 267 | −36,06 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 6 200 | −42,59 | 565 | −40,06 | |||
| 2025-08-12 | 13F | Strategic Advisors LLC | 11 227 | −3,28 | 1 023 | 1,09 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 33 390 | −2,24 | 3 | 50,00 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Centennial Bank/AR/ | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 12 937 | −22,88 | 1 179 | −19,43 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 12 534 | −0,13 | 1 142 | 4,39 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 257 701 | −0,32 | 23 477 | 4,17 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 151 821 | −9,41 | 13 831 | −5,33 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 14 761 | −1,05 | 1 345 | 2,28 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 31 | −99,26 | 3 | −99,45 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 6 908 | −78,77 | 631 | −77,79 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 44 467 | −6,53 | 4 051 | −2,34 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 17 804 | −0,26 | 1 622 | 4,24 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 16 115 | −5,66 | 1 468 | −1,34 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 2 610 | −0,11 | 238 | 4,41 | ||||
| 2025-04-15 | 13F | Paladin Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 299 | −32,26 | 301 | −29,25 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 3 700 | −7,75 | 337 | −3,44 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 307 975 | −2,08 | 26 846 | −11,58 | ||||
| 2025-05-06 | 13F | Black Swift Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 42 274 | −57,91 | 3 851 | −56,01 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 129 137 | −0,56 | 11 764 | 3,93 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 007 914 | −1,77 | 92 | 2,25 | ||||
| 2025-04-30 | 13F | Ridgeline Wealth Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 212 801 | −45,80 | 19 386 | −43,36 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 95 184 | −47,23 | 8 671 | −44,85 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 23 259 | −11,96 | 2 119 | −8,03 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 20 197 | −5,21 | 1 840 | −0,97 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 4 284 | −22,07 | 390 | −18,58 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 435 188 | −9,09 | 39 646 | −4,99 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 5 056 | −91,20 | 461 | −90,81 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 100 748 | −2,92 | 9 178 | 1,46 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 18 043 | −2,83 | 1 644 | 1,55 | ||||
| 2025-08-08 | 13F | Brown University | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 7 300 | −27,51 | 665 | −24,17 | ||||
| 2025-05-02 | 13F | DecisionPoint Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 111 995 | −44,36 | 10 203 | −35,83 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 14 531 | −4,41 | 1 324 | −0,15 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 21 863 | −15,31 | 1 992 | −11,51 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 493 893 | −11,39 | 44 994 | −7,40 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 115 465 | −2,49 | 101 619 | 1,91 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PSF DFA Balanced Allocation Portfolio Class D | 138 365 | −10,95 | 12 605 | −6,93 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 54 112 | −0,54 | 4 930 | 3,94 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 108 591 | −2,94 | 9 893 | 1,43 | ||||
| 2025-05-05 | 13F | Creekmur Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 152 | −64,87 | 105 | −63,51 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 4 048 | −30,18 | 369 | −27,13 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | Matrix Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | KWB Wealth | 14 470 | −24,36 | 1 261 | −31,69 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1 078 386 | −12,58 | 98 241 | −8,64 | ||||
| 2025-07-24 | 13F | Lindenwold Advisors | 47 846 | −0,76 | 4 359 | 3,71 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 3 131 | −28,32 | 285 | −25,00 | ||||
| 2025-08-05 | 13F | Greater Midwest Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 4 893 | −79,49 | 446 | −78,60 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 3 354 | −0,12 | 306 | 4,45 | ||||
| 2025-05-08 | 13F | Jefferies Financial Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 56 666 | −6,70 | 5 162 | −2,49 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 2 239 | −62,99 | 204 | −61,48 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 22 761 | −6,70 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 14 126 | −89,59 | 1 287 | −89,12 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 117 654 | −17,70 | 10 718 | −13,98 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 239 | −0,43 | 295 | 4,24 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 281 290 | −4,47 | 116 726 | −0,17 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 6 484 | −89,62 | 591 | −89,17 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 26 995 | −4,85 | 2 459 | −0,53 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 8 672 | −7,78 | 790 | −3,54 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 24 187 | −16,55 | 2 203 | −12,79 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 12 326 | −13,69 | 1 123 | −9,81 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 331 784 | −3,47 | 30 226 | −6,16 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 50 580 | −54,07 | 4 608 | −52,01 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 158 238 | −3,38 | 14 416 | 0,98 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 46 420 | −20,67 | 4 229 | −17,10 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7 831 | −82,97 | 713 | −82,21 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 797 593 | −2,45 | 72 661 | 1,95 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 5 386 | −60,13 | 491 | −58,37 | ||||
| 2025-05-02 | 13F | Carson Advisory Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Chapin Davis, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-08 | 13F | Founders Capital Management | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-29 | 13F/A | Nova Wealth Management, Inc. | 299 | −2,92 | 26 | −10,34 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 38 871 | −67,01 | 3 541 | −65,52 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 2 419 | −14,25 | 220 | −10,20 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 40 228 | −7,04 | 3 720 | −1,41 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 6 099 | −10,82 | 556 | −6,88 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 16 | −99,82 | 1 | −99,87 | ||||
| 2025-05-14 | 13F | Capital Square, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 10 225 | −1,52 | 931 | 6,28 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 39 200 | −16,53 | 3 571 | −12,75 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 11 785 | −3,72 | 1 074 | 0,66 | ||||
| 2025-07-28 | NP | AVMA - Avantis Moderate Allocation ETF | 7 353 | −4,21 | 648 | −8,99 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 246 | −24,07 | 0 | |||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 41 155 | −10,32 | 3 749 | −15,35 | ||||
| 2025-04-30 | 13F | Index Fund Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 90 264 | −9,59 | 8 223 | −5,50 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 11 432 | −26,71 | 1 041 | −23,40 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 4 054 | −4,02 | 369 | 0,27 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 9 728 | −36,67 | 886 | −33,78 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 605 445 | −19,47 | 55 156 | −15,84 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 109 | −8,27 | 101 | −3,81 | ||||
| 2025-07-14 | 13F | Strategic Planning Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Bridges Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 24 413 | −36,74 | 2 224 | −33,89 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 115 352 | −16,18 | 10 509 | −12,40 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 133 418 | −6,62 | 12 154 | −2,41 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 8 527 | −21,44 | 777 | −17,97 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares | 66 838 | −18,33 | 5 890 | −22,48 | ||||
| 2025-04-24 | 13F | Wright Fund Managment, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 2 223 | −68,49 | 203 | −67,10 | ||||
| 2025-04-15 | 13F | Atwood & Palmer Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 95 385 | −0,59 | 8 690 | 3,89 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 65 231 | −5,49 | 5 943 | −1,23 | ||||
| 2025-05-29 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 2 314 | −13,50 | 211 | −9,87 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 27 619 | −18,85 | 2 516 | −15,17 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 5 253 | −1,48 | 479 | 3,02 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | RFG - Bristol Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 132 145 | −1,15 | 12 038 | 8,49 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 69 034 | −0,23 | 6 289 | 4,28 | ||||
| 2025-04-25 | 13F | Kendall Capital Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 20 433 | −4,91 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 24 532 | −34,51 | 2 235 | −31,58 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 81 905 | −1,71 | 7 462 | 2,73 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 18 739 | −46,51 | 1 707 | −44,09 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 87 216 | −47,09 | 7 945 | −44,71 | ||||
| 2025-05-14 | 13F | Systematic Financial Management Lp | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Empirical Finance, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Crosspoint Financial, Llc | 7 099 | −1,43 | 647 | 3,03 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 10 988 | −3,72 | 1 001 | 0,70 | ||||
| 2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 3 265 | −46,11 | 297 | −43,75 | ||||
| 2025-04-17 | 13F | Hengehold Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 25 863 | −0,94 | 2 356 | 3,56 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 72 218 | −1,43 | 6 579 | 3,02 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 540 | −8,47 | 49 | −3,92 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 95 629 | −9,55 | 8 712 | −5,47 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 197 434 | −4,41 | 17 986 | −0,09 | ||||
| 2025-05-15 | 13F | Core Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 15 647 | −3,99 | 1 425 | 0,35 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 20 479 | −88,05 | 1 866 | −87,51 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 255 094 | −34,81 | 23 239 | −31,87 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 56 586 | −0,10 | 5 155 | 4,40 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 20 597 | −6,16 | 1 876 | −1,93 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 4 | −42,86 | 0 | |||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 84 662 | −23,46 | 7 713 | −20,02 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 6 030 | −15,43 | 549 | −11,59 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 27 846 | −3,53 | 2 537 | −8,97 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 14 847 | −8,61 | 1 353 | −4,52 | ||||
| 2025-04-25 | 13F | CHURCHILL MANAGEMENT Corp | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 4 571 | −2,68 | 416 | 1,71 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 61 393 | −15,03 | 5 593 | −11,21 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 67 600 | −25,18 | 6 | −14,29 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 259 668 | −5,29 | 23 656 | −1,03 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | S. R. Schill & Associates | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 29 308 | −2,43 | 2 670 | 1,95 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 43 403 | −17,48 | 3 954 | −13,74 | ||||
| 2025-08-14 | 13F | Trace Wealth Advisors, LLC | 83 075 | −4,84 | 7 568 | −0,54 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 72 267 | −6,14 | 6 584 | −1,91 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 118 226 | −1,76 | 10 925 | 4,15 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 3 370 | −7,42 | 307 | −3,47 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 716 | −3,37 | 65 | 1,56 | ||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 677 | −90,17 | 62 | −89,83 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 140 334 | −0,95 | 12 784 | 3,51 | ||||
| 2025-04-22 | 13F | Innealta Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 153 031 | −6,65 | 13 941 | −2,44 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 110 133 | −6,31 | 10 033 | −2,08 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 14 999 | −9,95 | 1 368 | −5,85 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 6 800 | −60,00 | 619 | −58,20 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 9 096 | −24,63 | 829 | −21,29 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 2 901 | −28,16 | 268 | −21,64 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 146 039 | −7,48 | 13 304 | −3,31 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 424 478 | −1,39 | 38 670 | 3,05 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 15 813 | −5,45 | 1 441 | −1,17 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 209 | −0,48 | 20 | 11,11 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 26 353 | −12,80 | 2 401 | −8,88 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 20 117 | −47,74 | 1 833 | −45,39 | ||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 9 024 | −28,86 | 822 | −25,61 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 68 541 | −33,46 | 6 244 | −30,46 | ||||
| 2025-05-08 | 13F | Private Advisory Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pacific Life Fund Advisors LLC | 138 365 | −10,95 | 12 605 | −6,93 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic US Equity Fund Class I Shares | 46 417 | −51,40 | 4 091 | −53,88 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 9 740 | −79,98 | 887 | −79,08 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 96 058 | −9,50 | 8 751 | −5,43 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 118 382 | −47,04 | 10 785 | −44,65 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 6 886 | −28,48 | 627 | −25,27 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 34 234 | −5,26 | 3 119 | −0,98 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 19 476 | −0,61 | 1 774 | 3,86 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 24 328 | −22,65 | 2 216 | −19,15 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 133 439 | −47,32 | 11 760 | −50,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 383 177 | −0,42 | 126 024 | 4,07 | ||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 99 705 | −20,54 | 9 083 | −16,95 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 582 | −68,16 | 53 | −66,67 | ||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 2 491 | −33,29 | 227 | −30,46 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 3 355 | −7,22 | 306 | −3,17 | ||||
| 2025-04-22 | 13F | Tanglewood Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Advisor OS, LLC | 86 215 | −47,70 | 7 854 | −45,34 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 91 559 | −1,15 | 8 341 | 3,31 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 26 028 | −2,49 | 2 371 | 1,93 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 21 261 | −23,14 | 1 937 | −19,70 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 24 979 | −30,95 | 2 276 | −27,85 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 70 169 | −23,00 | 6 392 | −19,54 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 14 748 | −3,74 | 1 344 | 0,60 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 290 437 | −2,55 | 26 459 | 1,84 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 6 191 | −10,68 | 564 | −6,62 | ||||
| 2025-08-12 | 13F | Heron Bay Capital Management | 2 951 | −93,50 | 269 | −93,23 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 741 306 | −14,93 | 249 733 | −11,10 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 22 844 | −14,86 | 2 163 | 0,23 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 2 740 | −31,36 | 228 | −41,04 | ||||
| 2025-04-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 56 518 | −6,95 | 5 149 | −2,76 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 82 857 | −10,71 | 7 548 | −6,68 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 1 495 | −94,74 | 136 | −94,51 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 21 847 | −13,15 | 1 990 | −10,28 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 214 637 | −0,04 | 20 732 | 14,24 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 259 148 | −2,04 | 23 608 | 2,37 | ||||
| 2025-08-07 | 13F | Nwam Llc | 97 232 | −11,02 | 8 858 | −7,01 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 15 354 | −70,22 | 1 399 | −68,89 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 367 714 | −4,88 | 34 937 | 3,68 | ||||
| 2025-05-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Nilsine Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 2 625 | −52,54 | 239 | −55,16 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 636 | −20,75 | 240 | −3,61 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 2 913 | −5,54 | 265 | −1,12 | ||||
| 2025-05-14 | 13F | Trexquant Investment LP | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 191 164 | −1,30 | 18 439 | 16,55 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 381 | −12,81 | 35 | −10,53 | ||||
| 2025-08-12 | 13F | Del-Sette Capital Management, LLC | 48 618 | −18,86 | 4 429 | −15,20 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 5 861 | −96,76 | 534 | −96,62 | ||||
| 2025-07-09 | 13F | Emprise Bank | 33 544 | −24,85 | 3 056 | −21,47 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 6 535 | −0,05 | 595 | 4,57 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 21 904 | −14,91 | 1 995 | −11,06 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 41 176 | −20,31 | 3 751 | −16,72 | ||||
| 2025-07-17 | 13F | Flywheel Private Wealth LLC | 36 714 | −23,86 | 3 345 | −20,44 | ||||
| 2025-04-11 | 13F | DKM Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 17 288 | −27,26 | 1 575 | −24,00 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 202 856 | −6,82 | 18 480 | −2,62 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 28 323 | −76,33 | 2 580 | −75,26 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 4 907 | −8,59 | 447 | −4,28 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 5 651 | −31,91 | 1 | |||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 7 012 | −4,18 | 639 | 0,16 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 5 717 | −1,90 | 521 | 2,36 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 3 377 | −52,48 | 308 | −50,40 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 811 693 | −5,22 | 165 086 | −0,91 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 28 395 | −1,43 | 2 587 | 2,99 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 75 980 | −18,61 | 6 922 | −20,56 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 3 137 | −10,65 | 286 | −6,86 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3 809 | −3,79 | 347 | 0,29 | ||||
| 2025-04-29 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 4 057 | −36,84 | 370 | −33,99 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 13 | −18,75 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 24 081 | −2,49 | 2 194 | 1,48 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 10 200 | −64,71 | 929 | −63,12 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 708 | −3,56 | 338 | 0,60 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 25 074 | −44,70 | 2 284 | −47,81 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 56 009 | −4,02 | 5 102 | 0,31 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 46 010 | −1,61 | 4 192 | 2,82 | ||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 2 892 | −1,70 | 263 | 2,73 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | REDW Wealth LLC | 9 186 | −0,57 | 837 | 3,85 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 80 693 | −3,36 | 7 351 | 1,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 261 552 | −2,65 | 23 827 | 1,74 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 932 | −1,64 | 449 | 2,75 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 34 686 | −10,38 | 3 214 | 0,37 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 10 886 | −8,80 | 992 | −4,71 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 13 196 | −0,66 | 1 202 | 3,89 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 31 279 | −12,40 | 2 849 | −8,45 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 6 | −97,86 | 1 | −100,00 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 17 807 | −18,58 | 1 622 | −14,90 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 21 740 | −1,87 | 1 981 | 2,54 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 771 745 | −10,28 | 70 306 | −6,23 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 55 578 | −16,45 | 5 063 | −12,68 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 7 148 | −2,55 | 651 | 1,88 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 77 418 | −4,35 | 7 342 | 14,85 | ||||
| 2025-04-25 | 13F | Altus Wealth Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 81 569 | −0,99 | 7 431 | 10,58 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 87 214 | −24,57 | 7 945 | −21,16 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 23 636 | −9,41 | 2 153 | −5,32 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 28 990 | −9,15 | 2 641 | −5,03 | ||||
| 2025-04-14 | 13F | Revolve Wealth Partners, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 26 630 | −76,85 | 2 426 | −75,81 | ||||
| 2025-05-15 | 13F | Prospera Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 3 604 | −6,32 | 328 | −2,09 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 38 023 | −2,04 | 3 464 | 2,36 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 125 958 | −0,16 | 11 475 | 4,34 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 249 975 | −14,99 | 22 773 | −11,15 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 14 677 | −26,12 | 1 337 | −22,76 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 9 036 | −5,63 | 823 | −1,32 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 2 510 | −28,29 | 229 | −25,25 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 552 | −68,78 | 0 | |||||
| 2025-04-23 | 13F | Valmark Advisers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 168 591 | −7,19 | 15 359 | −3,00 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 2 992 | −9,91 | 273 | −5,88 |
