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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 162 955 | −22,58 | 14 942 | −22,62 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Boomfish Wealth Group, LLC | 94 574 | −6,42 | 8 675 | −6,42 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 8 639 | −3,56 | 792 | −3,53 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 24 127 | −20,66 | 2 213 | −20,40 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 4 227 | −31,57 | 388 | −31,63 | ||||
| 2025-05-13 | 13F | American Investment Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Innova Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 6 533 | −8,13 | 599 | −8,13 | ||||
| 2025-05-05 | 13F | Lowery Thomas, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Madison Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 8 954 | −24,89 | 821 | −24,89 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 18 255 | −43,23 | 1 675 | −43,23 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 300 | −4,46 | 28 | −3,57 | ||||
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 24 079 | −20,10 | 2 209 | −20,12 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Thor Trading Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Portland Investment Counsel Inc. | 9 789 | −57,83 | 898 | −57,87 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 19 410 | −14,56 | 1 780 | −14,55 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 230 884 | −43,34 | 21 179 | −43,34 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 45 103 | −51,70 | 4 137 | −51,70 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 32 869 | −16,85 | 3 015 | −16,83 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 19 832 | −88,77 | 1 819 | −88,77 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 50 | −57,26 | 5 | −60,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 418 730 | −0,40 | 130 140 | −0,40 | ||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Souders Financial Advisors | 13 986 | −22,90 | 1 283 | −22,96 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 3 318 | −3,01 | 304 | −2,88 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 61 870 | −10,74 | 5 675 | −10,74 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 48 411 | −1,51 | 4 441 | −1,51 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 553 363 | −5,35 | 50 760 | −5,35 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 2 309 | −44,64 | 212 | −44,76 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 3 417 | −6,87 | 313 | −6,85 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 27 690 | −60,19 | 2 540 | −60,18 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 45 970 | −1,65 | 4 217 | −1,66 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 248 091 | −10,59 | 22 757 | −10,59 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 321 529 | −2,43 | 29 494 | −2,43 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 41 820 | −0,91 | 3 836 | −0,90 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 234 053 | −12,44 | 21 470 | −12,45 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 83 849 | −24,97 | 7 691 | −24,78 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 548 323 | −29,83 | 50 298 | −29,83 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 136 913 | −49,50 | 12 529 | −49,63 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 6 644 | −8,37 | 609 | −8,42 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 161 450 | −6,13 | 14 810 | −6,14 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 278 947 | −14,95 | 25 588 | −14,95 | ||||
| 2025-08-14 | 13F | Turim 21 Investimentos Ltda. | 380 390 | −0,46 | 34 893 | −0,46 | ||||
| 2025-05-05 | 13F | Jennison Associates Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 63 581 | −66,84 | 6 | −70,59 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 11 997 | −13,33 | 1 101 | −13,32 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 123 000 | −95,63 | 11 283 | −95,63 | ||||
| 2025-06-02 | 13F | SkyView Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Great Diamond Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 25 407 | −32,08 | 2 331 | −32,09 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 5 262 | −80,90 | 483 | −80,93 | ||||
| 2025-08-14 | 13F | Betterment LLC | 14 154 | −15,36 | 1 | 0,00 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 2 598 | −42,23 | 238 | −42,23 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Mfg Wealth Management, Inc. | 9 982 | −14,58 | 916 | −14,57 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 4 303 | −41,11 | 395 | −41,19 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 5 883 | −76,82 | 540 | −76,85 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 94 458 | −23,06 | 8 665 | −23,06 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 16 122 | −19,66 | 1 475 | −19,66 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 43 664 | −21,08 | 4 005 | −21,10 | ||||
| 2025-07-14 | 13F | Salvus Wealth Management, LLC | 18 776 | −4,95 | 1 722 | −4,97 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 6 619 | −35,86 | 607 | −35,84 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 48 455 | −41,04 | 4 445 | −41,05 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 332 526 | −10,31 | 30 503 | −10,31 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 9 160 | −65,93 | 840 | −65,92 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1 608 | −59,68 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 63 173 | −9,58 | 5 795 | −9,60 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 39 240 | −40,64 | 3 599 | −40,64 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 10 917 | −6,03 | 1 001 | −6,01 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 1 617 | −97,44 | 148 | −97,44 | ||||
| 2025-08-28 | NP | YFYA - Yields for You Income Strategy A ETF | 93 176 | −9,50 | 8 547 | −9,50 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Sather Financial Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 595 | −28,91 | 55 | −28,95 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 891 739 | −4,25 | 81 799 | −4,25 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 14 895 | −34,65 | 1 366 | −34,64 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 15 600 | −8,72 | 1 431 | −8,74 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 102 287 | −3,18 | 9 383 | −3,18 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 484 212 | −36,75 | 44 417 | −36,75 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 8 958 | −3,72 | 824 | −3,52 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 24 036 | −64,92 | 2 205 | −64,93 | ||||
| 2025-07-30 | 13F | Sterling Investment Management, Inc. | 76 144 | −0,73 | 6 985 | −0,74 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 26 265 | −15,24 | 2 409 | −15,24 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 3 244 | −94,98 | 298 | −94,98 | ||||
| 2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 4 990 | −14,01 | 458 | −14,10 | ||||
| 2025-08-14 | 13F | Constant Guidance Financial LLC | 13 135 | −2,23 | 669 | 8,79 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 23 159 | −0,25 | 2 124 | −0,23 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 158 193 | −43,02 | 14 511 | −43,02 | ||||
| 2025-08-27 | NP | HCMEX - HCM Income Plus Fund Class A Shares | 1 211 915 | −3,06 | 111 169 | −3,06 | ||||
| 2025-08-06 | 13F | Climber Capital SA | 73 760 | −3,74 | 4 153 | 6,38 | ||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Keybank National Association/oh | 0 | −100,00 | 0 | |||||
| 2025-08-20 | 13F | Saratoga Research & Investment Management | 249 882 | −1,34 | 22 922 | −1,35 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 28 166 | −38,90 | 2 578 | −38,91 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 8 120 | −50,46 | 745 | −50,50 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 78 492 | −0,83 | 7 200 | −0,83 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 59 988 | −1,74 | 5 503 | −1,75 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 3 230 | −4,86 | 296 | −4,82 | ||||
| 2025-08-11 | 13F | AXS Investments LLC | 20 453 | −72,69 | 1 876 | −72,68 | ||||
| 2025-07-24 | 13F | Argyle Capital Management Inc. | 2 987 | −1,94 | 274 | −2,15 | ||||
| 2025-07-24 | NP | THLV - THOR Low Volatility ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 3 532 | −40,11 | 324 | −40,19 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 11 944 | −7,61 | 1 096 | 109 400,00 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 34 041 | −5,59 | 3 123 | −5,59 | ||||
| 2025-08-28 | NP | RULE - Adaptive Core ETF | 6 049 | −11,54 | 555 | −11,64 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 190 700 | −2,16 | 17 493 | −2,16 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 37 754 | −41,60 | 3 463 | −41,60 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 5 918 | −7,83 | 543 | −7,82 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 14 699 | −1,24 | 1 344 | −1,18 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 423 442 | −34,47 | 38 842 | −34,47 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 331 474 | −4,56 | 30 406 | −4,56 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 21 122 | −69,69 | 1 932 | −69,77 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5 654 998 | −13,51 | 518 556 | −13,54 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 4 696 | −46,91 | 431 | −46,98 | ||||
| 2025-04-21 | 13F | MGO Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 2 430 | −22,24 | 223 | −22,38 | ||||
| 2025-08-13 | 13F | All Terrain Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 75 359 | −15,36 | 6 913 | −15,37 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 43 179 | −25,05 | 3 948 | −25,06 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 17 749 | −57,26 | 1 628 | −57,26 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 19 960 | −27,98 | 1 831 | −28,01 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 3 580 | −22,93 | 328 | −23,00 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 415 305 | −13,44 | 38 096 | −13,44 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 311 407 | −31,28 | 28 565 | −31,28 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | One Capital Management, LLC | 284 658 | −7,38 | 26 112 | −7,38 | ||||
| 2025-08-14 | 13F | Goldstream Capital Management Ltd | 12 504 | −35,23 | 1 146 | −35,24 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 106 457 | −39,22 | 9 766 | −39,15 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 32 113 | −13,73 | 2 946 | −13,74 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 7 152 | −35,09 | 656 | −35,05 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-28 | NP | TFAZX - TFA Tactical Income Fund Class I | 9 085 | −4,37 | 833 | −4,03 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 2 911 | −32,97 | 267 | −32,91 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Harbor Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4 864 | −22,65 | 446 | −22,57 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 5 586 | −3,36 | 512 | −3,40 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 20 170 | −17,10 | 1 850 | −17,08 | ||||
| 2025-04-15 | 13F | Kozak & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 51 371 | −69,68 | 4 712 | −69,69 | ||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 109 342 | −9,01 | 10 030 | −9,01 | ||||
| 2025-07-09 | 13F | Biltmore Wealth Management, LLC | 22 848 | −7,79 | 2 096 | −7,83 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 4 751 | −26,70 | 435 | −26,94 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 23 744 | −13,14 | 2 178 | −13,12 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 33 998 | −12,64 | 3 119 | −12,49 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 33 141 | −26,37 | 3 040 | −26,36 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 10 157 | −12,11 | 1 | −100,00 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 2 097 | −99,87 | 192 | −99,87 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 4 305 | −10,41 | 395 | −10,45 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 82 598 | −53,53 | 7 577 | −53,54 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 1 611 | −13,11 | 147 | −13,02 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Wick Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 3 047 | −37,14 | 280 | −37,16 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 9 746 | −67,64 | 894 | −67,63 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 23 279 | −53,82 | 2 131 | −53,90 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 4 847 | −14,92 | 0 | |||||
| 2025-08-06 | 13F | Entrewealth, Llc | 150 819 | −6,70 | 13 835 | −6,70 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 237 894 | −6,19 | 21 822 | −6,19 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 4 133 | −0,55 | 379 | −0,52 | ||||
| 2025-07-30 | 13F | Beech Hill Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | PFW Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 47 471 | −24,29 | 4 355 | −24,29 | ||||
| 2025-08-28 | NP | FISR - SPDR SSGA Fixed Income Sector Rotation ETF This fund is a listed as child fund of State Street Corp 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 | 255 948 | −50,35 | 23 478 | −50,35 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 45 520 | −36,45 | 4 176 | −36,45 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 10 648 | −11,90 | 977 | −11,91 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 4 136 | −17,87 | 379 | −17,79 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 3 112 | −83,43 | 285 | −83,44 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 83 862 | −0,95 | 7 697 | −0,90 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Cornerstone Investment Partners, LLC | 36 214 | −1,02 | 3 322 | −1,04 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 6 482 | −75,86 | 595 | −75,88 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 325 464 | −5,26 | 29 855 | −5,26 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 47 853 | −2,76 | 4 390 | −2,75 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 11 214 | −31,17 | 1 029 | −31,19 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 42 362 | −52,21 | 3 876 | −52,33 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 92 885 | −56,63 | 8 519 | −56,64 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 17 015 | −32,71 | 1 561 | −32,73 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 5 185 | −55,70 | 476 | −55,73 | ||||
| 2025-07-14 | 13F | Scharf Investments, Llc | 760 224 | −30,86 | 69 736 | −30,86 | ||||
| 2025-05-06 | 13F | Blankinship & Foster, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-21 | 13F | Friedenthal Financial | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Cornerstone Enterprises, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 7 759 | −61,42 | 712 | −61,46 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 10 331 | −0,06 | 948 | −0,11 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 75 769 | −2,06 | 6 951 | −2,06 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 11 666 | −18,13 | 1 070 | −18,13 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 11 545 | −2,90 | 1 059 | −2,84 | ||||
| 2025-08-13 | 13F | Berry Wealth Group, LP | 2 616 | −14,95 | 240 | −15,25 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 3 015 871 | −58,60 | 276 646 | −58,60 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 9 353 | −32,78 | 858 | −32,84 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 2 290 | −0,65 | 210 | −0,47 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 225 720 | −0,39 | 20 705 | −0,39 | ||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 15 | −98,18 | 1 | −98,67 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 61 015 | −42,48 | 5 597 | −42,30 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 4 593 | −39,18 | 421 | −39,16 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 10 479 | −7,81 | 961 | −7,77 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 95 520 | −39,07 | 8 762 | −39,06 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 3 738 | −88,63 | 343 | −88,66 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 49 881 | −66,19 | 4 576 | −66,19 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 159 424 | −0,47 | 14 624 | −0,48 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 6 619 | −9,45 | 607 | −9,40 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 15 329 | −2,78 | 1 406 | −2,77 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 24 907 | −51,86 | 2 285 | −51,88 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 46 151 | −7,36 | 4 233 | −7,35 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 195 487 | −52,60 | 17 932 | −52,60 | ||||
| 2025-07-17 | 13F | City Holding Co | 40 | −56,04 | 4 | −62,50 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 12 752 | −2,84 | 1 170 | −2,83 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 85 951 | −84,70 | 7 884 | −84,70 | ||||
| 2025-05-15 | 13F | Alamar Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 4 886 214 | −10,85 | 448 213 | −10,85 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 25 511 | −14,79 | 2 340 | −14,79 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 152 | −77,55 | 0 | |||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 4 604 | −7,66 | 422 | −7,66 | ||||
| 2025-08-08 | 13F | Hedeker Wealth, LLC | 77 000 | −8,62 | 7 063 | −8,62 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 370 559 | −28,72 | 33 991 | −28,73 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 5 003 | −11,62 | 459 | −11,75 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 53 020 | −29,35 | 4 864 | −29,35 | ||||
| 2025-05-14 | 13F | Orion Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 12 502 | −23,58 | 1 147 | −23,60 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Client First Investment Management LLC | 8 836 | −94,93 | 811 | −94,94 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 4 981 | −11,54 | 457 | −11,63 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 3 440 | −2,91 | 316 | −2,78 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 9 118 | −18,33 | 836 | −18,36 | ||||
| 2025-04-30 | 13F | Genus Capital Management Inc. | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-13 | 13F | Polen Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 53 790 | −0,92 | 4 934 | −0,92 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 239 520 | −32,64 | 21 971 | −32,56 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 10 060 | −7,85 | 923 | −7,89 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 2 943 | −81,28 | 270 | −81,33 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 29 477 | −49,89 | 2 704 | −49,90 | ||||
| 2025-05-06 | 13F | Obermeyer Wood Investment Counsel, Lllp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 61 737 | −0,00 | 5 663 | 0,00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 3 941 | −9,84 | 362 | −9,75 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 78 959 | −20,79 | 7 226 | −20,89 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 47 350 | −15,70 | 4 343 | −15,70 | ||||
| 2025-08-14 | 13F | Eagle Capital Management Llc | 1 064 413 | −9,19 | 97 639 | −9,19 | ||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 52 009 | −9,39 | 4 771 | −9,40 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 81 660 | −30,73 | 7 491 | −30,74 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 101 650 | −16,31 | 9 324 | −16,31 | ||||
| 2025-08-11 | 13F | Cramer Rosenthal Mcglynn Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2 448 828 | −1,82 | 224 631 | −1,82 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 2 930 | −13,44 | 0 | |||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 45 500 | −60,02 | 4 174 | −60,02 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 120 712 | −20,55 | 11 073 | −20,56 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Spence Asset Management | 367 | −38,83 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6 091 | −32,69 | 559 | −32,77 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 25 558 | −87,96 | 2 344 | −87,96 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-09 | 13F | St. Louis Financial Planners Asset Management, LLC | 300 990 | −51,39 | 27 610 | −51,39 | ||||
| 2025-08-27 | NP | RLY - SPDR SSGA Multi-Asset Real Return ETF This fund is a listed as child fund of State Street Corp 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 | 27 399 | −89,47 | 2 513 | −89,47 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 4 038 | −28,90 | 370 | −28,71 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 115 876 | −8,71 | 10 629 | −8,71 | ||||
| 2025-08-14 | 13F | Family Management Corp | 31 458 | −12,89 | 2 886 | −12,89 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 312 414 | −14,19 | 28 658 | −14,19 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 14 647 | −0,34 | 1 344 | 0,00 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 516 693 | −0,17 | 47 396 | −0,17 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 27 203 | −6,61 | 2 495 | −6,59 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 4 461 | −1,15 | 409 | −0,97 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 42 177 | −45,75 | 3 869 | −45,77 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 2 458 | −26,43 | 225 | −26,47 | ||||
| 2025-05-06 | 13F | WorthPointe, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 5 107 | −65,43 | 468 | −65,33 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 106 460 | −6,56 | 9 766 | −6,56 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 67 784 | −25,03 | 6 206 | −25,16 | ||||
| 2025-04-23 | 13F | Archford Capital Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 30 543 | −77,14 | 2 802 | −77,14 | ||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Prosperity Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 65 247 | −4,70 | 5 985 | −4,70 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 25 150 | −1,89 | 2 307 | −1,87 | ||||
| 2025-07-18 | 13F | Loudon Investment Management, LLC | 3 313 | −18,06 | 304 | −18,11 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 24 215 | −41,05 | 2 221 | −41,06 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 65 408 | −5,04 | 6 000 | −5,05 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 162 755 | −9,37 | 14 929 | −9,37 | ||||
| 2025-08-11 | 13F | 12th Street Asset Management Company, LLC | 497 726 | −39,10 | 45 656 | −39,10 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 16 356 | −8,82 | 1 500 | −8,54 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 10 997 | −16,81 | 1 009 | −16,83 | ||||
| 2025-04-30 | 13F | Mjp Associates Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 4 208 | −1,08 | 0 | |||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 673 | −43,73 | 62 | −44,04 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 76 | −53,37 | 7 | −57,14 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 6 889 | −39,56 | 632 | −39,62 | ||||
| 2025-04-29 | 13F | Sterling Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Pecaut & Co. | 22 713 | −7,85 | 2 083 | −7,83 | ||||
| 2025-05-13 | 13F | Kensington Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 26 137 | −0,83 | 2 398 | −0,83 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 51 837 | −8,03 | 4 755 | −8,03 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 218 867 | −9,43 | 20 063 | −9,49 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bingham Private Wealth, Llc | 31 465 | −11,62 | 2 886 | −11,61 | ||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 73 | −39,17 | 7 | −45,45 | ||||
| 2025-07-21 | 13F | Hardman Johnston Global Advisors LLC | 35 000 | −57,83 | 3 211 | −57,84 | ||||
| 2025-07-10 | 13F | Arkfeld Wealth Strategies, L.L.C. | 6 692 | −71,05 | 612 | −71,06 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 7 951 | −0,44 | 729 | −0,41 | ||||
| 2025-04-09 | 13F | HBW Advisory Services LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 107 | −90,59 | 193 | −90,60 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 33 622 | −2,68 | 3 084 | −2,68 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 2 534 | −2,80 | 232 | −2,93 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 15 290 | −6,10 | 1 403 | −6,10 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 33 243 | −43,04 | 3 049 | −43,04 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 4 | −83,33 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 5 946 | −27,20 | 545 | −27,24 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 43 325 | −63,95 | 3 961 | −64,02 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 3 711 | −81,85 | 340 | −81,87 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 3 550 | −80,21 | 326 | −80,24 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 80 250 | −34,65 | 7 361 | −34,64 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 153 129 | −4,93 | 14 047 | −4,93 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 12 160 | −23,93 | 1 115 | −23,94 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 2 801 | −6,10 | 257 | −6,23 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 45 636 | −11,12 | 4 186 | −11,11 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 64 544 | −16,79 | 5 921 | −16,80 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 289 785 | −1,00 | 26 582 | −1,01 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 446 544 | −36,41 | 40 961 | −36,41 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8 259 | −96,66 | 758 | −96,66 | ||||
| 2025-04-09 | 13F | Mirador Capital Partners LP | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 6 922 | −42,03 | 635 | −42,10 | ||||
| 2025-07-29 | NP | SIXH - 6 Meridian Hedged Equity-Index Option Strategy ETF | 67 948 | −55,00 | 6 234 | −55,00 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 28 481 | −6,00 | 2 613 | −6,01 | ||||
| 2025-05-06 | 13F | Principle Wealth Partners Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Cambria Investment Management, L.P. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 502 | −78,57 | 46 | −78,50 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 4 000 | −52,26 | 367 | −52,34 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 48 875 | −24,16 | 4 483 | −24,16 | ||||
| 2025-04-22 | 13F | Davies Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-09-19 | 13F | Canal Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 25 013 | −14,50 | 2 294 | −14,50 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 12 853 | −69,42 | 1 179 | −69,42 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 15 951 | −47,16 | 1 463 | −47,17 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 12 707 | −31,43 | 1 166 | −31,43 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 70 157 | −25,96 | 6 435 | −25,72 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 270 | −99,51 | 25 | −99,53 | ||||
| 2025-09-02 | 13F | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-09 | 13F | New Age Alpha Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Randolph Co Inc | 283 298 | −57,18 | 25 987 | −57,19 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 3 751 | −26,77 | 344 | −26,65 | ||||
| 2025-08-13 | 13F | Saiph Capital, LLC | 131 471 | −2,40 | 12 060 | −2,40 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 43 825 | −38,98 | 4 021 | −38,97 | ||||
| 2025-05-05 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 11 126 | −28,08 | 1 021 | −28,12 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 12 487 | −9,79 | 1 145 | −9,77 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 35 956 | −3,90 | 3 291 | −4,11 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 233 283 | −50,09 | 21 383 | −50,13 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 33 619 | −92,43 | 3 084 | −92,43 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Main Management LLC | 4 386 | −5,06 | 0 | |||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 4 000 | −27,27 | 366 | −27,38 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 6 328 | −48,28 | 580 | −48,31 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | ASB Consultores, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 2 998 | −4,46 | 275 | −4,53 | ||||
| 2025-05-08 | 13F | Pasadena Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | CPR Investments Inc. | 64 466 | −19,61 | 5 913 | −19,62 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 48 504 | −52,52 | 4 449 | −52,44 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 64 883 | −1,95 | 5 952 | −1,96 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 171 447 | −26,26 | 15 727 | −26,26 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 17 619 | −74,88 | 1 616 | −74,64 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 28 639 | −66,66 | 2 627 | −66,65 | ||||
| 2025-04-22 | 13F | TrueMark Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 1 343 | −37,33 | 123 | −37,24 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 12 242 | −5,38 | 1 123 | −5,40 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 94 525 | −0,05 | 8 671 | −0,06 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 58 824 | −29,28 | 5 396 | −29,05 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 3 076 | −65,24 | 282 | −65,23 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 40 598 | −5,35 | 3 724 | −5,34 | ||||
| 2025-07-25 | 13F | Udine Wealth Management, Inc. | 301 570 | −1,68 | 27 663 | −1,68 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 920 | −55,08 | 84 | −55,08 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 22 027 | −17,94 | 2 021 | −17,95 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 23 988 | −51,95 | 2 200 | −51,94 | ||||
| 2025-08-14 | 13F | Brasada Capital Management, Lp | 437 702 | −13,77 | 40 050 | −13,78 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-05-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 19 000 | −17,75 | 1 743 | −17,52 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 1 838 | −69,32 | 169 | −69,29 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Maple Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 30 278 | −3,20 | 2 777 | −3,21 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 13 562 | −5,05 | 1 244 | −5,04 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 5 484 | −22,49 | 503 | −22,38 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 60 643 | −6,00 | 5 563 | −6,00 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 4 238 | −17,66 | 389 | −17,80 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 8 278 | −33,78 | 759 | −33,77 | ||||
| 2025-08-13 | 13F | Clarkston Capital Partners, LLC | 147 783 | −41,63 | 13 556 | −41,63 | ||||
| 2025-05-09 | 13F | North Ridge Wealth Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 37 564 | −8,03 | 3 | 0,00 | ||||
| 2025-07-24 | 13F | Stiles Financial Services Inc | 19 119 | −20,42 | 1 754 | −20,43 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 4 003 | −12,69 | 367 | −12,62 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 164 061 | −26,28 | 15 049 | −26,27 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Cedar Mountain Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 5 228 | −0,53 | 480 | −0,62 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 10 115 | −5,71 | 928 | −5,79 | ||||
| 2025-05-07 | 13F/A | Meridian Management Co | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 415 646 | −11,28 | 38 136 | −11,26 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 1 729 | −29,40 | 159 | −29,46 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 26 015 | −25,81 | 2 386 | −25,81 | ||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 423 765 | −2,76 | 38 872 | −2,76 | ||||
| 2025-07-23 | 13F | Golden Reserve Retirement LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 134 | −56,49 | 12 | −57,14 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 7 721 | −25,73 | 708 | −25,71 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 5 735 | −12,07 | 526 | −12,04 | ||||
| 2025-09-22 | 13F | GatePass Capital, LLC | 33 135 | −1,65 | 3 039 | −1,65 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 125 | −78,74 | 11 | −79,25 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 26 660 | −0,14 | 2 446 | −0,12 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 165 291 | −5,32 | 15 162 | −5,31 | ||||
| 2025-07-14 | 13F | Clio Asset Management LLC | 9 967 | −82,29 | 914 | −82,29 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 3 165 | −6,25 | 290 | −5,84 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 15 463 | −7,30 | 1 418 | −7,32 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 199 878 | −82,68 | 18 335 | −82,68 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 18 382 | −11,20 | 1 686 | −11,17 | ||||
| 2025-05-01 | 13F | BankPlus Trust Department | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 23 | −43,90 | 2 | −33,33 | ||||
| 2025-07-08 | 13F | Kopion Asset Management, LLC | 19 085 | −36,34 | 1 751 | −36,34 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 2 935 | −11,68 | 269 | −11,51 | ||||
| 2025-07-29 | 13F | Alpha Wealth Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 48 969 | −4,29 | 4 492 | −4,30 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 26 920 | −96,04 | 2 469 | −96,04 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 636 619 | −9,98 | 58 397 | −9,98 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 72 985 | −35,45 | 6 695 | −35,45 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 2 230 | −8,23 | 205 | −8,11 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 253 580 | −1,83 | 23 261 | −1,83 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Members Wealth Llc | 2 218 | −19,78 | 203 | −19,76 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 830 | −11,04 | 76 | −10,59 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 26 837 | −4,34 | 2 462 | −4,05 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Triumph Capital Management | 6 816 | −3,22 | 625 | −3,25 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 21 693 | −80,38 | 1 990 | −80,39 | ||||
| 2025-07-09 | 13F | Lake Hills Wealth Management, LLC | 27 191 | −86,92 | 2 494 | −86,92 | ||||
| 2025-04-29 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 47 897 | −32,93 | 4 394 | −32,93 | ||||
| 2025-07-24 | 13F | SLT Holdings LLC | 112 203 | −4,12 | 10 292 | −4,12 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 683 378 | −19,91 | 62 686 | −19,91 | ||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 18 741 | −0,74 | 1 719 | −0,69 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 948 411 | −15,48 | 86 998 | −15,48 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 20 263 | −30,79 | 1 859 | −30,80 | ||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 134 824 | −18,38 | 12 367 | −18,12 | ||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 20 395 | −22,97 | 1 871 | −22,98 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 3 245 | −5,61 | 298 | −5,71 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 18 300 | −3,30 | 1 679 | −3,29 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 181 560 | −73,96 | 16 655 | −73,96 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 556 406 | −17,86 | 51 050 | −17,84 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 81 856 | −77,32 | 7 509 | −77,32 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 57 280 | −5,37 | 5 241 | −5,60 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 762 476 | −21,84 | 69 942 | −21,84 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 3 251 | −45,15 | 298 | −45,12 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 6 095 | −64,13 | 559 | −64,12 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 6 581 403 | −3,26 | 603 712 | −3,26 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 60 541 | −1,17 | 5 553 | −1,17 | ||||
| 2025-08-14 | 13F | Kintayl Capital LP | 43 579 | −43,09 | 3 998 | −43,10 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 2 699 | −21,50 | 248 | −21,59 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1 844 | −25,62 | 169 | −25,55 | ||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 3 787 | −93,90 | 347 | −93,91 | ||||
| 2025-08-19 | 13F | Cim, Llc | 46 929 | −1,72 | 4 305 | −1,74 | ||||
| 2025-08-28 | NP | MFUL - Mindful Conservative ETF | 38 372 | −3,17 | 3 520 | −3,19 | ||||
| 2025-06-25 | NP | MNA - IQ Merger Arbitrage ETF | 114 178 | −48,40 | 10 472 | −48,33 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 87 297 | −4,91 | 7 989 | −5,13 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 11 867 | −58,46 | 1 089 | −58,47 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 4 667 | −21,63 | 428 | −21,61 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 9 810 | −76,69 | 900 | −76,63 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 1 534 | −66,07 | 140 | −66,18 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 5 187 | −20,66 | 476 | −20,70 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 14 328 | −37,19 | 1 310 | −37,20 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 5 793 | −36,07 | 531 | −36,10 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 27 908 | −47,67 | 2 560 | −47,69 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 80 337 | −0,78 | 7 369 | −0,78 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 14 390 | −57,69 | 1 320 | −57,68 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 47 833 | −50,34 | 4 388 | −50,35 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 8 570 | −27,31 | 786 | −27,29 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 3 196 | −87,58 | 293 | −87,58 | ||||
| 2025-07-16 | 13F | Novem Group | 2 731 | −10,87 | 251 | −11,03 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 451 645 | −12,74 | 41 429 | −12,74 | ||||
| 2025-04-25 | 13F | Hutchens & Kramer Investment Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Little House Capital Llc | 3 333 | −76,45 | 306 | −76,50 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | VanWeelden Wealth Management, LLC | 166 034 | −5,88 | 15 230 | −5,57 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 6 409 | −5,28 | 588 | −5,32 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 35 055 | −5,30 | 3 216 | −5,30 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 64 281 | −7,27 | 5 857 | −7,27 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 505 862 | −8,31 | 46 403 | −8,31 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Main Management ETF Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 83 849 | −27,56 | 7 691 | −27,56 | ||||
| 2025-08-06 | 13F | Genus Capital Management Inc. | 63 626 | −32,50 | 5 836 | −32,50 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Client First Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Investment Solutions LLC | 3 207 | −29,96 | 0 | |||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 33 910 | −14,79 | 3 111 | −14,79 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 286 531 | −11,13 | 26 283 | −11,13 | ||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 338 948 | −3,06 | 31 092 | −3,06 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 4 726 | −37,50 | 434 | −37,52 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 7 749 | −92,26 | 711 | −92,27 | ||||
| 2025-07-17 | 13F | Spartan Planning & Wealth Management | 33 279 | −48,11 | 3 053 | −48,12 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 15 | −48,28 | 1 | −50,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 680 889 | −66,35 | 62 458 | −66,35 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 155 605 | −22,12 | 14 274 | −22,12 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 393 418 | −8,93 | 36 088 | −8,93 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 26 783 | −57,97 | 2 457 | −57,98 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 71 619 | −16,36 | 6 570 | −16,36 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 345 369 | −6,12 | 31 681 | −5,87 | ||||
| 2025-07-30 | 13F | St. James Investment Company, LLC | 527 432 | −9,19 | 48 381 | −9,19 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Straight Path Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 6 083 | −7,02 | 558 | −7,00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 015 | −5,74 | 1 010 | −5,70 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 30 717 | −88,38 | 2 818 | −88,38 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 117 516 | −6,16 | 10 780 | −6,16 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 11 494 | −87,76 | 1 054 | −87,76 | ||||
| 2025-08-14 | 13F | Amussen Hunsaker Associates Llc | 2 221 | −49,19 | 204 | −49,25 | ||||
| 2025-04-11 | 13F | Successful Portfolios LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 198 298 | −3,85 | 18 190 | −3,85 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 16 829 | −0,91 | 1 544 | −0,90 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 2 525 | −97,59 | 232 | −97,59 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 14 449 | −69,33 | 1 325 | −69,34 | ||||
| 2025-08-14 | 13F | Potentia Wealth | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 84 383 | −14,03 | 7 740 | −14,04 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 26 288 | −6,02 | 2 411 | −6,00 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 40 891 | −27,40 | 3 751 | −27,41 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 176 | −86,26 | 16 | −86,32 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 117 757 | −0,66 | 10 802 | −0,67 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 40 980 | −36,90 | 3 759 | −36,90 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 241 380 | −11,46 | 22 142 | −11,46 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 3 473 | −5,55 | 319 | −5,64 | ||||
| 2025-08-25 | NP | TINIX - AXS Tactical Income Fund Class I Shares | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 79 650 | −79,83 | 7 306 | −79,83 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 46 103 | −3,39 | 4 229 | −3,40 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 21 841 | −0,43 | 2 003 | −0,45 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 2 367 | −1,54 | 217 | −1,36 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 14 633 | −2,11 | 1 342 | −2,19 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 36 349 | −4,88 | 3 334 | −4,88 | ||||
| 2025-07-11 | 13F | Petredis Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 48 045 | −14,88 | 4 | −20,00 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 8 905 | −18,32 | 817 | −18,40 | ||||
| 2025-08-14 | 13F | State Street Corp | 255 948 | −50,47 | 23 478 | −50,47 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 23 720 | −15,41 | 2 176 | −15,44 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 18 794 | −46,66 | 1 724 | −46,48 | ||||
| 2025-08-11 | 13F | Farrow Financial Inc. | 4 402 | −11,43 | 404 | −11,43 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 35 221 | −2,24 | 3 231 | −2,24 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | CacheTech Inc. | 17 072 | −0,29 | 1 344 | −14,19 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 1 275 573 | −30,93 | 117 008 | −30,93 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 2 557 | −82,09 | 235 | −82,12 | ||||
| 2025-05-12 | 13F | Longfellow Investment Management Co Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 19 760 | −83,97 | 1 813 | −83,98 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 44 692 | −23,38 | 4 100 | −23,38 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 583 186 | −3,24 | 53 496 | −3,24 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 69 802 | −2,93 | 6 403 | −2,94 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | New Millennium Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Cooper Financial Group | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Capital Wealth Planning, LLC | 4 141 721 | −23,57 | 379 920 | −23,57 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 246 911 | −46,51 | 22 649 | −46,51 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 118 652 | −60,45 | 10 884 | −60,45 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | DSG Capital Advisors, LLC | 75 382 | −13,07 | 6 915 | −13,06 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F/A | Magnolia Capital Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 460 935 | −19,19 | 42 282 | −19,19 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 99 364 | −54,08 | 9 115 | −54,08 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 9 492 | −10,50 | 871 | −10,49 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 339 128 | −10,71 | 31 | −8,82 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 6 809 | −0,29 | 625 | 0,00 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 6 315 | −82,14 | 579 | −82,15 | ||||
| 2025-08-05 | 13F | Ceera Investments, Llc | 5 810 | −58,63 | 533 | −58,70 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 2 359 | −75,50 | 216 | −75,54 | ||||
| 2025-04-29 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 39 721 | −17,25 | 3 644 | −17,26 | ||||
| 2025-05-27 | 13F | Jacobi Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Main Street Group, LTD | 220 | −47,62 | 20 | −47,37 | ||||
| 2025-08-05 | 13F | K.J. Harrison & Partners Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 450 566 | −21,68 | 41 330 | −21,68 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 23 942 | −19,16 | 2 196 | −19,15 | ||||
| 2025-04-24 | 13F | Oak Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 6 538 | −1,82 | 600 | −1,80 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 8 | −55,56 | 1 | −100,00 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 3 587 | −4,19 | 329 | −4,08 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 63 014 | −72,35 | 5 780 | −72,36 | ||||
| 2025-05-06 | 13F | Advisor OS, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 325 434 | −13,46 | 29 852 | −13,45 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 62 899 | −11,90 | 5 752 | −11,98 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 263 362 | −19,73 | 24 158 | −19,73 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 25 110 | −13,76 | 2 303 | −13,75 | ||||
| 2025-08-14 | 13F | First Wilshire Securities Management Inc | 74 702 | −33,19 | 6 852 | −33,20 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 11 520 | −3,40 | 1 057 | −3,47 | ||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 84 047 | −21,85 | 7 710 | −21,86 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 56 974 | −32,06 | 5 226 | −32,06 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Liquid Strategies, LLC | 0 | −100,00 | 0 |
