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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-15 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 10 319 | −18,39 | 760 | −18,21 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 11 853 | −6,88 | 873 | −6,64 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 124 | −87,94 | 9 | −88,00 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 4 173 | −6,18 | 307 | −5,83 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 2 929 | −0,81 | 215 | 0,94 | ||||
| 2025-05-05 | 13F | Auxano Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 15 186 | −1,45 | 1 118 | −1,15 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 72 350 | −4,32 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 105 826 | −0,54 | 7 792 | −0,29 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 16 358 | −29,14 | 1 204 | −28,97 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 3 417 | −2,62 | 252 | −2,33 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 513 721 | −6,46 | 37 825 | −6,23 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 118 288 | −1,08 | 8 710 | −0,84 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 3 953 | −21,13 | 291 | −20,92 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 10 200 | −1,45 | 751 | −1,18 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 20 658 | −0,06 | 1 521 | 0,20 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 86 791 | −2,53 | 6 365 | −2,54 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 8 954 | −13,54 | 659 | −13,29 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 48 691 | −3,99 | 3 585 | −3,73 | ||||
| 2025-06-27 | NP | TRTY - Cambria Trinity ETF | 59 473 | −3,02 | 4 371 | −1,47 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 13 326 | −0,04 | 981 | 0,20 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 5 995 | −18,71 | 0 | |||||
| 2025-08-14 | 13F | Rodgers Brothers Inc. | 5 000 | −28,57 | 368 | −28,40 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 349 073 | −23,95 | 26 | −24,24 | ||||
| 2025-04-30 | 13F | 49 Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4 883 | −18,44 | 360 | −18,22 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 5 625 | −19,15 | 414 | −18,82 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 24 557 | −12,58 | 1 808 | −12,36 | ||||
| 2025-08-29 | NP | AIIFX - Timber Point Alternative Income Fund Institutional Class Shares | 2 500 | −77,27 | 184 | −77,20 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 124 893 | −15,43 | 9 117 | −15,94 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 15 415 | −9,31 | 1 135 | −9,05 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 5 391 | −7,21 | 397 | −7,04 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 31 888 | −0,24 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 69 174 | −3,68 | 5 093 | −3,43 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 978 037 | −68,45 | 72 013 | −68,37 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 178 637 | −13,66 | 13 153 | −13,44 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 17 010 | −2,90 | 1 252 | −2,64 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 4 506 | −6,67 | 332 | −6,50 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | MAS Advisors LLC | 55 833 | −29,51 | 4 111 | −29,35 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 26 630 | −1,12 | 1 961 | −0,91 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1 274 541 | −7,94 | 93 844 | −7,72 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 3 954 | −0,50 | 291 | 0,00 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 867 313 | −14,25 | 63 175 | −14,96 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 12 534 | −23,56 | 923 | −23,42 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 1 205 677 | −0,64 | 88 774 | −0,40 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 156 637 | −12,89 | 11 533 | −12,68 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 6 154 | −9,26 | 453 | −9,04 | ||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 29 420 | −2,79 | 2 154 | −3,11 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 32 009 | −9,90 | 2 357 | −9,70 | ||||
| 2025-05-08 | 13F | University Of Chicago | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 2 480 | −0,08 | 183 | 0,00 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 6 381 | −4,63 | 470 | −4,48 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A | 309 600 | −4,27 | 22 796 | −4,03 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 48 870 | −14,44 | 3 598 | −14,23 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 84 312 | −7,72 | 6 208 | −7,50 | ||||
| 2025-07-21 | 13F | AEGON USA Investment Management, LLC | 42 012 | −1,49 | 3 093 | −1,25 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 8 595 | −13,90 | 633 | −13,78 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 63 280 | −3,98 | 4 659 | −3,74 | ||||
| 2025-05-09 | 13F | Natural Investments, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 12 286 | −25,25 | 905 | −25,10 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 23 183 | −28,61 | 1 707 | −28,47 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 9 959 | −0,65 | 733 | −0,41 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4 561 | −3,23 | 336 | −3,18 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 10 669 | −0,94 | 786 | −0,76 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 352 611 | −3,28 | 25 963 | −3,05 | ||||
| 2025-05-15 | 13F | Eight 31 Financial Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 303 254 | −6,53 | 22 329 | −6,30 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 17 066 | −1,43 | 1 257 | −1,18 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 54 568 | −5,60 | 4 018 | −5,37 | ||||
| 2025-05-08 | 13F | Torray Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1 470 537 | −12,46 | 108 276 | −12,25 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 4 335 | −10,75 | 319 | −10,39 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 4 636 | −6,55 | 341 | −6,32 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 4 336 | −5,51 | 319 | −5,34 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 4 684 | −0,68 | 345 | −0,58 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 22 101 | −29,56 | 1 627 | −29,38 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 10 518 | −0,42 | 774 | −0,13 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 14 603 | −15,11 | 1 075 | −14,89 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 3 111 | −1,74 | 229 | −1,29 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 83 640 | −12,04 | 6 158 | −11,81 | ||||
| 2025-04-29 | 13F | Pacific Life Fund Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 4 781 | −32,78 | 352 | −32,57 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 5 142 | −12,94 | 379 | −12,70 | ||||
| 2025-04-24 | NP | BLUIX - BLUEPRINT GROWTH FUND Institutional Class | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 13 774 | −1,42 | 1 014 | −1,17 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 2 346 252 | −0,97 | 172 755 | −0,73 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 19 490 | −7,48 | 1 435 | −7,24 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 6 983 | −0,94 | 514 | −0,58 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 27 619 | −2,35 | 2 034 | −2,12 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 4 073 | −29,62 | 300 | −29,65 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 3 087 | −91,41 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 30 850 | −2,96 | 2 271 | −2,74 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 66 523 | −4,36 | 4 898 | −4,11 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 27 971 | −5,25 | 2 060 | −5,03 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 94 974 | −5,72 | 7 | −14,29 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 376 659 | −3,25 | 27 733 | −3,01 | ||||
| 2025-07-18 | 13F | Alley Investment Management Company, LLC | 194 963 | −4,72 | 14 355 | −4,48 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 38 803 | −2,65 | 2 857 | −2,39 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 53 475 | −22,70 | 4 | −40,00 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 7 871 | −29,68 | 580 | −29,56 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 3 737 | −0,66 | 275 | −0,36 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 15 631 | −1,54 | 1 151 | −1,37 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 20 245 | −52,28 | 1 491 | −52,18 | ||||
| 2025-05-09 | 13F | Fortis Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Bricktown Capital, LLC | 1 262 853 | −4,37 | 92 984 | −4,14 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 88 780 | −1,08 | 6 537 | −0,85 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 23 725 | −35,41 | 1 709 | −36,69 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 3 578 | −17,77 | 263 | −17,55 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 62 | −3,12 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 18 334 | −0,14 | 1 350 | 0,07 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 68 516 | −8,66 | 5 045 | −8,44 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 89 454 | −12,61 | 6 565 | −12,17 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial | 1 757 051 | −1,93 | 129 372 | −1,69 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 6 640 | −5,70 | 489 | −5,61 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 5 422 561 | −19,86 | 398 336 | −19,48 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 3 627 | −25,57 | 267 | −25,21 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 16 451 | −3,68 | 1 211 | −3,43 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 146 796 | −6,41 | 10 809 | 98 154,55 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 58 987 | −7,61 | 4 326 | −7,74 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 200 932 | −12,04 | 14 795 | −11,83 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 55 847 | −12,89 | 4 112 | −12,66 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 11 473 | −10,81 | 845 | −10,59 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 13 632 | −6,90 | 1 004 | −6,70 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 6 509 | −11,16 | 473 | −11,42 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 64 226 | −0,15 | 4 729 | 0,08 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 14 926 | −94,43 | 1 099 | −94,42 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Wincap Financial Llc | 3 458 | −23,60 | 255 | −23,49 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 127 938 | −1,85 | 9 420 | −1,60 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 15 852 | −3,03 | 1 167 | −2,75 | ||||
| 2025-07-29 | NP | JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 | 772 341 | −9,57 | 56 203 | −10,66 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 38 512 | −2,53 | 2 836 | −2,31 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 2 009 | −39,23 | 148 | −39,26 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 19 556 | −2,27 | 1 440 | −2,04 | ||||
| 2025-05-01 | 13F | BankPlus Trust Department | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 3 618 | −6,46 | 266 | −6,34 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 3 857 | −0,13 | 284 | 0,00 | ||||
| 2025-08-28 | NP | GPARX - GuidePath(R) Absolute Return Allocation Fund Service Shares | 52 619 | −42,93 | 3 874 | −42,79 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 57 381 | −2,68 | 4 225 | −2,45 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 7 143 | −9,06 | 526 | −8,85 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 3 889 | −38,16 | 286 | −37,96 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 44 026 | −3,42 | 3 242 | −3,20 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 5 662 | −6,46 | 417 | −6,31 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 9 145 | −2,90 | 673 | −2,60 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 286 266 | −1,60 | 21 078 | −1,37 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 3 525 | −5,60 | 260 | −5,47 | ||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 273 | −0,73 | 20 | 0,00 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 45 015 | −8,51 | 3 314 | −8,30 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 36 934 | −21,39 | 2 719 | −21,19 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 2 985 | −63,72 | 220 | −63,74 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 391 417 | −1,13 | 28 820 | −0,89 | ||||
| 2025-08-13 | 13F | Texas Treasury Safekeeping Trust Co | 215 560 | −97,24 | 16 | −97,38 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7 452 | −17,92 | 549 | −17,72 | ||||
| 2025-07-30 | 13F | Strategic Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hemington Wealth Management | 13 851 | −7,71 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 19 | −99,08 | 1 | −99,33 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 7 945 | −47,87 | 585 | −47,81 | ||||
| 2025-08-14 | 13F | Papamarkou Wellner Asset Management inc. | 5 730 | −0,87 | 422 | −0,71 | ||||
| 2025-04-17 | 13F | Great Lakes Retirement, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 148 013 | −0,89 | 10 898 | −0,64 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 33 538 | −10,63 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 55 808 | −28,26 | 4 109 | −28,08 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 8 139 | −31,37 | 599 | −31,23 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 8 931 | −20,57 | 658 | −20,36 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 11 571 | −6,55 | 852 | −6,27 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 20 904 | −10,18 | 1 539 | −9,95 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 113 769 | −36,63 | 8 377 | −36,48 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 16 526 | −1,28 | 1 | 0,00 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 19 745 | −2,61 | 1 448 | −2,75 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 21 458 | −3,75 | 1 580 | −3,54 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 308 340 | −8,27 | 22 703 | −8,05 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 782 810 | −5,83 | 57 638 | −5,60 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 169 387 | −0,05 | 12 472 | 0,19 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 2 806 | −3,44 | 207 | −3,29 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 35 312 | −30,51 | 2 600 | −30,33 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 29 484 | −22,67 | 2 171 | −22,50 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 370 384 | −2,04 | 27 271 | −1,80 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 24 951 | −15,35 | 2 | −50,00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 3 805 | −10,47 | 280 | −10,26 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 250 | −71,66 | 18 | −71,87 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 47 024 | −2,84 | 3 462 | −2,59 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 648 141 | −2,53 | 47 723 | −2,30 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 217 562 | −0,67 | 16 019 | −0,42 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 8 298 | −1,08 | 611 | −0,97 | ||||
| 2025-07-29 | NP | JLMOX - Multi-Index Lifestyle Moderate Portfolio Class 1 | 926 108 | −1,10 | 67 393 | −2,30 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 92 268 | −0,16 | 6 794 | 0,07 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 924 | −21,23 | 68 | −19,05 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 59 197 | −0,97 | 4 359 | −0,73 | ||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 101 964 | −6,24 | 7 508 | −4,00 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 7 378 | −20,15 | 543 | −19,91 | ||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 339 246 | −1,95 | 24 979 | −1,71 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 105 833 | −17,89 | 7 777 | −17,97 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 606 641 | −6,81 | 44 667 | −6,58 | ||||
| 2025-07-29 | NP | JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 | 1 720 369 | −4,66 | 125 191 | −5,81 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 4 787 | −1,14 | 352 | −0,85 | ||||
| 2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 584 | −87,30 | 43 | −87,31 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 5 964 | −65,64 | 439 | −65,54 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 54 083 | −11,48 | 3 982 | −11,25 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 8 748 | −2,16 | 644 | −1,83 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 4 385 | −0,61 | 323 | −0,62 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 254 648 | −1,00 | 18 750 | −0,76 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 7 788 | −0,23 | 573 | 0,00 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 1 688 | −54,23 | 124 | −54,07 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 4 905 | −7,30 | 361 | −6,96 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 6 972 | −4,74 | 513 | −4,47 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 13 212 | −0,55 | 973 | 0,93 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 13 300 | −52,84 | 979 | −52,73 | |||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 179 949 | −5,58 | 13 250 | −5,35 | ||||
| 2025-07-09 | 13F | Sarasin & Partners LLP | 61 366 | −6,69 | 4 518 | −6,46 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 473 | −28,77 | 35 | −29,17 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 73 336 | −2,61 | 5 400 | −2,39 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 21 991 | −0,68 | 1 619 | −0,43 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 23 705 | −30,66 | 1 745 | −30,48 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 41 813 | −9,59 | 3 071 | −7,64 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 92 658 | −11,47 | 6 822 | −11,25 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 23 573 | −6,50 | 1 736 | −6,27 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 18 915 | −0,96 | 1 393 | −0,71 | ||||
| 2025-07-09 | 13F | Taylor Hoffman Capital Management LLC | 50 282 | −2,40 | 3 702 | −2,14 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 135 001 | −10,70 | 9 943 | −10,49 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 42 130 | −3,87 | 3 102 | −3,63 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 3 646 | −28,12 | 268 | −27,96 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 32 489 | −18,75 | 2 392 | −18,53 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 18 430 | −11,87 | 1 357 | −11,72 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 4 663 | −12,58 | 343 | −12,28 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 58 877 | −14,51 | 4 335 | −14,29 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 6 365 | −1,01 | 469 | −0,85 | ||||
| 2025-05-15 | 13F | Fft Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 3 128 | −1,54 | 230 | −1,29 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 11 135 | −4,64 | 820 | −4,43 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Gordian Advisors LLC | 30 893 | −4,68 | 2 275 | −4,45 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 137 337 | −37,08 | 10 112 | −36,93 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 580 607 | −28,78 | 42 750 | −28,60 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1 637 262 | −2,74 | 120 550 | −2,50 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 65 235 | −4,76 | 4 803 | −4,53 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 12 490 | −27,31 | 920 | −27,18 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 1 749 | −7,26 | 128 | −7,25 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 5 139 | −11,24 | 378 | −11,06 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 212 883 | −9,27 | 15 675 | −9,05 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 1 808 815 | −0,03 | 133 129 | 0,20 | ||||
| 2025-04-23 | 13F | St. Johns Investment Management Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Floyd Financial Group Llc | 40 982 | −6,93 | 2 995 | −7,42 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 103 758 | −1,47 | 7 640 | −1,23 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 63 953 | −18,99 | 4 697 | −17,20 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 30 353 | −9,26 | 2 235 | −9,08 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 461 930 | −11,71 | 34 | −10,53 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 19 742 | −7,35 | 1 454 | −7,16 | ||||
| 2025-08-14 | 13F | Cantor Fitzgerald, L. P. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | NP | JRLDX - Multi-Index 2010 Lifetime Portfolio Class 1 | 159 034 | −3,49 | 11 573 | −4,66 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 69 727 | −61,31 | 5 076 | −61,25 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 882 | −75,68 | 139 | −75,70 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 243 881 | −0,51 | 17 957 | −0,27 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 180 500 | −26,21 | 13 290 | −26,03 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 313 100 | −57,01 | 23 054 | −56,45 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 126 644 | −5,55 | 9 325 | −5,32 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 5 995 | −0,10 | 441 | 0,23 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 2 756 | −25,61 | 202 | −26,10 | ||||
| 2025-05-08 | 13F | Fiduciary Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 8 553 | −9,00 | 628 | −8,99 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 130 414 | −36,59 | 9 602 | −36,44 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | MKT Advisors LLC | 4 248 | −5,39 | 312 | −4,89 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 171 631 | −16,37 | 12 637 | −15,22 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 9 761 | −5,60 | 719 | −5,40 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 18 226 391 | −0,81 | 1 342 009 | −0,56 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 7 267 | −13,02 | 535 | −12,72 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 46 471 | −30,88 | 3 421 | −30,72 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 18 094 | −1,48 | 1 332 | −1,19 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 214 100 | −16,89 | 15 764 | −15,81 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 2 780 | −1,24 | 205 | −0,97 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 25 754 | −3,55 | 1 896 | −3,31 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 126 895 | −32,57 | 9 343 | −32,40 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 5 332 | −2,56 | 393 | −2,24 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 78 303 | −9,56 | 5 765 | −9,34 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 19 173 | −0,97 | 1 412 | −0,70 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 162 416 | −9,30 | 11 959 | −9,08 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 8 150 | −1,45 | 600 | −1,15 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 13 670 | −1,06 | 1 004 | 1,11 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 41 655 | −1,02 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 566 241 | −3,63 | 41 692 | −3,39 | ||||
| 2025-04-28 | 13F | Milestone Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 18 923 | −2,57 | 1 393 | −2,31 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 13 723 | −54,94 | 1 002 | −55,07 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 9 223 | −20,62 | 679 | −20,40 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 2 784 | −47,94 | 205 | −47,96 | ||||
| 2025-04-14 | 13F | Lpwm Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Boston Family Office Llc | 2 972 | −33,81 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 41 743 | −27,16 | 3 073 | −26,99 | ||||
| 2025-08-12 | 13F | CFC Planning Co LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 27 153 | −7,25 | 1 999 | −7,02 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 85 515 | −0,29 | 6 296 | −0,05 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 21 614 | −7,60 | 1 591 | −7,39 | ||||
| 2025-04-23 | 13F | Retirement Guys Formula Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 7 295 | −15,06 | 537 | −14,76 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 195 058 | −33,13 | 87 992 | −31,53 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 374 627 | −2,22 | 27 584 | −1,98 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 126 464 | −5,14 | 9 312 | −4,91 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 187 376 | −0,37 | 13 797 | −0,12 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 6 572 | −10,89 | 484 | −10,72 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 827 589 | −4,77 | 60 935 | −4,53 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 245 724 | −0,03 | 18 093 | 0,21 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Regions Financial Corp | 25 835 | −27,09 | 1 902 | −26,90 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 24 976 | −5,27 | 2 | 0,00 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-03-24 | 13F | Fulcrum Equity Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 10 291 | −0,01 | 758 | 0,26 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 81 510 | −1,29 | 6 002 | −1,04 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 26 485 | −13,42 | 1 950 | −13,18 | ||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 75 017 | −0,27 | 5 524 | −0,02 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 66 691 | −19,65 | 5 | −33,33 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 9 898 | −0,21 | 729 | 0,00 | ||||
| 2025-04-22 | 13F | Atticus Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Alps Advisors Inc | 1 207 134 | −3,48 | 88 881 | −3,25 | ||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 8 412 | −3,72 | 619 | −3,43 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 1 307 | −14,91 | 96 | −14,29 | ||||
| 2025-08-08 | 13F | Turn8 Private Wealth Inc. | 2 976 | −1,88 | 219 | −1,35 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 21 273 | −0,83 | 1 566 | −0,57 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 124 875 | −0,70 | 9 195 | −0,45 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 47 076 | −4,99 | 3 466 | −4,75 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 17 014 | −1,35 | 1 253 | −1,11 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 29 773 | −12,89 | 2 192 | −12,67 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 836 099 | −2,03 | 62 | −1,61 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 3 693 | −25,29 | 272 | −25,34 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 16 337 | −11,38 | 1 203 | −9,28 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 6 072 | −10,18 | 447 | −9,88 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 3 700 | −33,04 | 272 | −32,84 | ||||
| 2025-04-22 | 13F | Flower City Capital | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 710 463 | −1,53 | 52 311 | −1,29 | ||||
| 2025-08-14 | 13F | Acas, Llc | 19 266 | −1,08 | 1 421 | −0,14 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 21 010 | −2,14 | 1 547 | −1,90 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 341 537 | −10,64 | 25 147 | −10,42 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 21 089 | −60,36 | 1 553 | −60,29 | ||||
| 2025-07-29 | NP | JRLKX - Multi-Index 2015 Lifetime Portfolio Class R4 | 200 347 | −4,07 | 14 579 | −5,23 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 6 025 | −3,06 | 444 | −2,85 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 105 155 | −4,12 | 7 743 | −3,89 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 2 825 | −19,79 | 208 | −19,38 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 4 538 | −14,81 | 334 | −14,58 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 5 067 | −0,45 | 373 | 0,00 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 51 222 | −4,38 | 3 771 | −4,14 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 20 474 | −5,21 | 1 508 | −4,98 | ||||
| 2025-05-07 | 13F | First National Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 7 729 | −12,08 | 1 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 9 122 | −4,63 | 672 | −4,42 | ||||
| 2025-08-12 | 13F | Act Two Investors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 14 330 | −2,02 | 1 055 | −1,77 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 3 190 | −23,87 | 235 | −23,78 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2 402 280 | −13,47 | 177 | −13,30 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6 375 | −47,58 | 469 | −47,48 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 22 834 | −40,63 | 1 681 | −40,47 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 10 185 | −39,55 | 750 | −39,45 | ||||
| 2025-05-08 | 13F | SPC Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 10 738 | −0,01 | 791 | 0,25 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 21 084 | −89,64 | 1 552 | −89,62 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 245 499 | −2,01 | 18 076 | −1,77 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 855 | −1,64 | 137 | −1,45 | ||||
| 2025-08-12 | 13F | Prudential Plc | 39 565 | −8,10 | 2 913 | −7,87 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 450 175 | −7,15 | 33 146 | −6,92 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 3 220 | −6,01 | 237 | −4,07 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 139 593 | −25,75 | 10 195 | −25,61 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 051 702 | −4,94 | 77 437 | −4,70 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 2 370 | −14,69 | 175 | −14,71 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 27 174 | −0,64 | 2 001 | −0,40 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 11 643 | −18,49 | 857 | −18,30 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 6 108 | −98,58 | 450 | −98,58 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 150 686 | −0,75 | 11 095 | −0,50 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 281 943 | −6,49 | 20 759 | −6,26 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 9 061 | −10,03 | 667 | −9,74 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Newton One Investments LLC | 749 143 | −0,34 | 55 159 | −0,09 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 447 232 | −0,90 | 32 930 | 99 684,85 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 46 142 | −1,33 | 3 397 | −1,08 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 67 977 | −14,22 | 5 005 | −14,00 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 24 060 | −0,06 | 1 772 | 0,17 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 9 052 | −1,72 | 666 | −1,48 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 22 855 | −20,93 | 1 683 | −20,74 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1 349 390 | −6,10 | 99 356 | −5,87 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F | 110 000 | −7,56 | 8 099 | −7,33 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 1 354 860 | −1,57 | 99 758 | −1,33 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 163 686 | −1,29 | 12 | 0,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 32 013 | −4,51 | 2 357 | −4,26 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 550 751 | −2,77 | 40 552 | −2,53 | ||||
| 2025-08-15 | 13F | United Services Automobile Association | 129 456 | −50,00 | 9 532 | −49,84 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 299 078 | −1,67 | 21 934 | −1,72 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 580 579 | −3,23 | 43 | −4,55 | ||||
| 2025-08-14 | 13F | Clg Llc | 3 123 | −0,38 | 230 | −0,43 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 51 904 | −0,94 | 3 822 | −0,70 | ||||
| 2025-07-31 | 13F | City State Bank | 104 425 | −3,36 | 7 689 | −3,14 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 9 031 | −3,27 | 665 | −3,07 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | O'Dell Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 28 531 | −0,15 | 2 101 | 0,10 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4 177 | −17,17 | 308 | −15,89 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 1 570 686 | −0,01 | 115 598 | 0,20 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 8 479 | −1,91 | 624 | −1,58 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Paladin Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 21 786 | −17,02 | 1 604 | −16,80 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 1 170 | −50,34 | 0 | |||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 11 297 | −3,81 | 832 | −3,60 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 3 160 | −97,96 | 232 | −97,92 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 49 160 | −2,35 | 3 581 | −3,16 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 5 248 | −22,82 | 386 | −22,65 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 31 109 | −32,22 | 2 291 | −32,07 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 13 027 | −3,87 | 959 | −3,62 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 17 408 | −23,86 | 1 282 | −23,70 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 320 310 | −9,36 | 23 584 | −9,14 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 6 641 | −48,59 | 489 | −48,52 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 433 443 | −30,35 | 31 914 | −30,18 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 38 964 | −3,70 | 2 869 | −3,47 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 3 888 | −15,84 | 286 | −15,63 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 4 518 | −3,46 | 333 | −3,21 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 1 506 | −8,84 | 111 | −9,09 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 104 775 | −8,29 | 7 715 | −8,07 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 735 | −8,58 | 54 | −8,47 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 60 833 | −26,91 | 4 479 | −26,72 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 736 569 | −6,07 | 54 234 | −5,84 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 44 324 | −27,46 | 3 273 | −26,40 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 67 239 | −44,10 | 4 951 | −43,97 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 1 419 285 | −1,56 | 104 502 | −1,32 | ||||
| 2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 403 140 | −0,75 | 29 683 | −0,51 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 8 678 | −7,26 | 639 | −7,13 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 239 624 | −54,76 | 17 643 | −54,65 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 32 730 | −11,34 | 2 410 | −11,14 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 6 831 | −4,82 | 503 | −4,74 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 711 | −36,00 | 52 | −35,80 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 4 750 | −35,56 | 350 | −35,49 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 248 061 | −41,86 | 18 265 | −41,72 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 13 318 | −47,45 | 978 | −46,41 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 309 557 | −0,35 | 23 | 0,00 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 16 383 | −12,32 | 1 206 | −12,10 | ||||
| 2025-05-08 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 6 778 | −14,22 | 499 | −13,97 | ||||
| 2025-08-14 | 13F | Seven Mile Advisory | 11 531 | −26,15 | 849 | −25,92 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 128 916 | −3,72 | 9 492 | −3,48 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 7 250 | −0,75 | 533 | −0,93 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 49 761 | −4,30 | 3 664 | −4,08 | ||||
| 2025-05-14 | 13F | First Trust Advisors Lp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 275 795 | −8,49 | 20 307 | −8,27 | ||||
| 2025-04-29 | 13F | Compton Wealth Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 647 | −23,88 | 48 | −24,19 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 685 | −89,94 | 50 | −89,98 | ||||
| 2025-04-16 | 13F | Armbruster Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 6 516 | −29,69 | 480 | −29,56 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 5 718 | −0,49 | 421 | −0,24 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 2 139 | −49,47 | 148 | −52,58 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 297 628 | −5,51 | 21 914 | −5,28 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 31 196 | −14,63 | 2 297 | −14,42 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 228 178 | −2,78 | 17 | −5,88 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 219 357 | −12,15 | 16 139 | −11,91 | ||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 7 818 | −1,11 | 576 | −0,86 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 4 263 | −6,84 | 314 | −6,85 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 31 437 | −3,25 | 2 315 | −3,02 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 49 | −18,33 | 4 | −25,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 25 899 | −15,64 | 1 907 | −15,44 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 9 939 | −59,11 | 732 | −59,05 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 3 582 | −21,62 | 264 | −21,49 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 26 424 | −8,26 | 1 946 | −8,04 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 13 490 | −30,85 | 993 | −30,66 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 154 195 | −46,87 | 11 353 | −46,74 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 125 106 | −38,03 | 9 212 | −37,88 | ||||
| 2025-08-13 | 13F | Hendershot Investments Inc. | 13 870 | −3,24 | 1 021 | −2,95 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 5 151 | −45,40 | 379 | −45,23 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 30 733 | −2,89 | 2 263 | −2,67 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 32 468 | −4,68 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Petix & Botte Co | 173 399 | −4,51 | 12 767 | −4,27 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 20 665 | −2,27 | 1 522 | −2,06 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 3 580 | −5,79 | 262 | −5,07 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 55 996 | −2,81 | 4 123 | −2,55 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 6 538 | −47,30 | 481 | −47,20 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 3 | −99,80 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 5 319 | −2,96 | 392 | −2,74 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 158 753 | −24,46 | 11 689 | −24,28 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 11 653 | −22,84 | 855 | −22,99 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 51 793 | −3,29 | 3 813 | −3,05 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 12 410 | −47,18 | 914 | −47,07 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 3 903 | −2,50 | 287 | −2,38 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 3 594 | −74,15 | 265 | −74,14 | ||||
| 2025-05-13 | 13F | Camden National Bank | 0 | −100,00 | 0 | |||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 119 430 | −2,77 | 8 794 | −2,53 | ||||
| 2025-07-09 | 13F | Exchange Bank | 43 229 | −6,06 | 3 183 | −5,86 | ||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 16 239 | −0,65 | 1 196 | −0,42 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 23 214 | −2,50 | 1 709 | −2,23 | ||||
| 2025-07-29 | 13F | Barden Capital Management, Inc. | 37 095 | −4,78 | 2 731 | −4,54 | ||||
| 2025-08-06 | 13F | Horizon Investment Services, LLC | 11 746 | −9,37 | 865 | −9,15 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 32 636 | −89,90 | 2 403 | −89,88 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 36 975 | −4,76 | 2 722 | −4,52 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 246 266 | −37,01 | 18 133 | −36,86 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 58 964 | −28,76 | 4 342 | −28,59 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 20 269 | −30,68 | 1 492 | −30,51 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 6 550 | −17,13 | 482 | −16,90 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 101 812 | −2,71 | 7 496 | −2,47 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 6 255 | −18,24 | 461 | −18,00 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 123 654 | −4,91 | 9 105 | −4,68 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 16 125 | −5,15 | 1 187 | −4,89 | ||||
| 2025-05-14 | 13F | Orion Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 8 535 | −3,24 | 628 | −2,94 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 5 275 | −0,90 | 388 | −0,51 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 2 907 | −43,39 | 214 | −42,01 | ||||
| 2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 401 480 | −9,04 | 29 561 | −8,82 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 394 671 | −3,21 | 28 847 | −3,69 | ||||
| 2025-08-06 | 13F | Cornerstone Investment Partners, LLC | 895 326 | −7,15 | 65 923 | −6,92 | ||||
| 2025-08-27 | NP | ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio | 1 124 045 | −4,91 | 82 763 | −4,68 | ||||
| 2025-08-08 | 13F | King Wealth | 6 143 | −4,48 | 0 | |||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 111 892 | −0,43 | 8 239 | −0,18 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 49 001 | −0,67 | 3 608 | −0,41 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 720 347 | −0,30 | 53 039 | −0,06 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 24 301 | −4,63 | 1 789 | −4,38 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 143 520 | −6,33 | 10 567 | −6,10 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 17 904 | −6,51 | 1 318 | −6,26 | ||||
| 2025-07-30 | 13F | CMG Global Holdings, LLC | 190 235 | −10,73 | 13 887 | −10,65 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 25 848 | −86,48 | 1 903 | −86,42 | ||||
| 2025-05-06 | 13F | Obermeyer Wood Investment Counsel, Lllp | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 132 967 | −48,17 | 9 790 | −48,04 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 29 570 | −3,97 | 2 177 | −3,72 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2 863 | −0,03 | 211 | 0,00 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 32 487 | −3,63 | 2 387 | −3,59 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 4 831 | −2,99 | 355 | −1,67 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 5 | −99,20 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | RW Investment Management LLC | 39 282 | −0,01 | 2 892 | 0,24 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 20 075 | −3,13 | 1 478 | −2,89 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 486 | −59,57 | 36 | −60,23 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 350 471 | −6,31 | 25 805 | −4,07 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1 171 | −1,93 | 86 | −1,15 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 148 155 | −9,02 | 10 909 | −8,80 | ||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Mountain Pacific Investment Advisers Inc/id | 46 200 | −1,07 | 3 402 | −0,85 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 107 | −0,93 | 8 | 0,00 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 112 522 | −7,11 | 8 285 | −6,89 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 227 800 | −2,83 | 16 773 | −2,59 | ||||
| 2025-05-15 | 13F | Promethium Advisors,llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 24 310 | −26,50 | 1 777 | −26,88 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 6 115 | −5,91 | 450 | −5,66 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 139 198 | −1,84 | 10 249 | −1,59 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 37 892 | −2,85 | 2 759 | −2,61 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 11 043 | −3,47 | 813 | −3,21 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 9 401 | −14,24 | 692 | −14,04 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 16 497 | −5,56 | 1 215 | −5,38 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 37 066 | −34,10 | 3 | −50,00 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 62 833 | −6,36 | 4 626 | −6,13 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 9 581 | −3,18 | 705 | −2,89 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 23 152 | −0,70 | 1 705 | −0,47 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 8 190 | −37,60 | 603 | −37,38 | ||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 2 803 | −58,33 | 206 | −58,30 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 77 761 | −3,79 | 5 726 | −3,55 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 465 371 | −1,52 | 34 265 | −1,28 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 513 | −1,41 | 480 | −1,03 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 71 472 | −0,99 | 5 262 | −0,75 | ||||
| 2025-04-14 | 13F | Gemmer Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | McCarthy & Cox | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 66 598 | −0,53 | 4 904 | −0,28 | ||||
| 2025-05-13 | 13F | Bright Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 9 723 | −56,38 | 716 | −56,32 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 120 100 | −0,77 | 8 843 | −0,53 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 19 124 | −4,25 | 1 408 | −3,96 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 487 087 | −5,00 | 35 864 | −4,76 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 130 701 | −5,23 | 9 624 | −2,96 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 30 475 | −3,69 | 2 244 | −3,49 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 212 549 | −4,99 | 15 650 | −4,77 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 800 224 | −55,34 | 59 | −54,69 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 159 009 | −2,44 | 12 | 0,00 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 11 | −47,62 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 1 079 779 | −4,41 | 79 504 | −4,18 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 48 055 | −17,92 | 3 538 | −17,72 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 23 865 | −8,32 | 1 757 | −7,96 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 18 272 | −1,78 | 1 345 | −1,54 | ||||
| 2025-07-01 | 13F | BancFirst Trust & Investment Management | 158 620 | −14,55 | 11 633 | −14,52 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 24 316 | −0,41 | 1 790 | −0,17 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 12 985 | −12,38 | 954 | −10,52 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 11 262 | −24,12 | 829 | −23,94 | ||||
| 2025-05-15 | 13F | Certior Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 7 884 | −2,50 | 580 | −2,19 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 2 124 677 | −5,83 | 153 997 | −5,83 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 29 569 | −3,57 | 2 177 | −3,33 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 1 466 307 | −35,85 | 107 964 | −35,69 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 473 669 | −7,53 | 34 636 | −7,88 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 273 996 | −3,39 | 20 174 | −3,15 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 21 350 | −6,68 | 1 572 | −6,43 | ||||
| 2025-07-29 | NP | JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 | 287 240 | −0,50 | 20 902 | −1,70 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 37 376 | −2,63 | 2 752 | −2,41 | ||||
| 2025-07-28 | 13F | Stegner Investment Associates Inc. | 5 794 | −3,90 | 427 | −3,62 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 584 | −0,68 | 43 | 0,00 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 17 575 | −5,89 | 1 294 | −5,62 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 7 012 | −9,64 | 516 | −9,31 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 5 974 | −3,15 | 440 | −3,09 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 18 144 | −61,63 | 1 336 | −61,56 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 50 082 | −1,97 | 3 688 | −1,73 | ||||
| 2025-07-10 | 13F | Security National Bank | 487 | −43,37 | 36 | −44,44 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 472 407 | −9,92 | 34 781 | −9,70 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 11 969 | −1,11 | 881 | −0,79 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 19 293 | −1,70 | 1 421 | −1,46 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 241 857 | −2,03 | 17 808 | −1,79 | ||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 4 000 | −22,93 | 295 | −22,83 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 30 626 | −24,73 | 2 255 | −24,56 | ||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 63 686 | −1,24 | 4 689 | −0,99 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 954 373 | −6,34 | 70 270 | −6,11 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 461 154 | −49,96 | 33 955 | −49,84 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 2 952 | −57,48 | 217 | −57,37 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 1 203 050 | −0,91 | 88 581 | −0,66 | ||||
| 2025-08-12 | 13F | Ames National Corp | 141 555 | −4,96 | 10 423 | −4,73 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 9 067 | −4,41 | 668 | −4,17 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 12 718 | −32,44 | 936 | −32,27 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 17 684 | −59,23 | 1 302 | −59,12 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 74 912 | −1,31 | 5 516 | −1,08 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 3 609 | −43,82 | 263 | −43,44 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 106 500 742 | −16,33 | 7 841 650 | −16,12 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 144 105 | −4,47 | 10 610 | −4,23 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 156 092 | −0,72 | 11 493 | −0,48 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 14 018 | −7,21 | 1 032 | −6,94 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 3 441 | −2,36 | 253 | −1,94 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 72 989 | −4,17 | 5 374 | −3,93 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio | 198 329 | −31,31 | 14 603 | −31,15 | ||||
| 2025-05-14 | 13F | REAP Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 6 219 | −75,29 | 458 | −75,27 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 30 672 | −4,26 | 2 258 | −4,04 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-08 | 13F | Strategic Advocates LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 151 719 | −19,85 | 11 171 | −19,65 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 341 | −27,60 | 0 | |||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 8 833 | −3,77 | 648 | −3,86 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 433 901 | −52,64 | 31 831 | −52,70 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Diversified Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Pcg Asset Management, Llc | 29 045 | −4,05 | 2 139 | −3,82 | ||||
| 2025-07-31 | 13F | Rational Advisors Llc | 1 032 403 | −3,87 | 76 016 | −3,64 | ||||
| 2025-08-14 | 13F | Florida Financial Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Blue Chip Partners, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 248 394 | −65,40 | 18 289 | −65,32 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 44 113 | −0,19 | 3 248 | 0,06 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 18 607 | −0,48 | 1 370 | −0,22 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 43 680 | −14,06 | 3 216 | −13,85 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 15 232 | −6,20 | 1 | 0,00 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 85 817 | −24,21 | 6 319 | −24,03 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 49 640 | −6,69 | 3 655 | −6,45 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 413 | −28,30 | 30 | −28,57 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 334 688 | −2,03 | 25 | −4,00 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 242 393 | −1,28 | 17 847 | −1,04 | ||||
| 2025-06-26 | NP | HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF | 1 027 565 | −9,68 | 75 526 | −8,23 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 405 | −98,69 | 30 | 383,33 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 3 005 | −18,89 | 221 | −18,75 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 2 787 | −6,51 | 205 | −5,96 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 18 421 | −14,95 | 1 356 | −14,72 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 5 178 536 | −3,63 | 381 296 | −3,40 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 2 991 381 | −0,15 | 220 255 | 0,10 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 2 551 | −10,93 | 188 | −10,95 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 12 366 | −22,73 | 911 | −22,55 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 86 325 | −36,39 | 6 356 | −36,23 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-03 | 13F | American Trust | 16 722 | −9,23 | 1 231 | −9,02 | ||||
| 2025-07-16 | 13F | Novem Group | 12 921 | −18,07 | 951 | −17,88 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 5 707 | −25,21 | 420 | −25,00 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Tradewinds Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fpc Investment Advisory, Inc. | 118 216 | −0,73 | 8 675 | 0,34 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 82 208 | −13,05 | 6 053 | −12,85 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 131 | −94,01 | 10 | −94,37 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 192 642 | −57,03 | 14 | −56,25 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 19 701 | −17,10 | 1 451 | −16,91 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 764 706 | −5,40 | 56 305 | −5,17 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 6 145 | −15,94 | 452 | −15,67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 749 442 | −13,58 | 128 814 | −13,38 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 4 161 | −18,20 | 306 | −17,96 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 22 110 | −1,29 | 1 624 | −1,34 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 24 299 | −11,35 | 1 789 | −11,13 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 3 038 | −28,32 | 224 | −28,30 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 23 856 | −38,00 | 1 757 | −36,93 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 3 356 | −4,52 | 247 | −4,26 | ||||
| 2025-07-16 | 13F | GoalFusion Wealth Management, LLC | 43 820 | −17,30 | 3 226 | −17,09 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 20 452 | −27,67 | 1 506 | −27,50 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 150 506 | −14,11 | 11 082 | −13,90 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 7 043 | −15,05 | 519 | −14,52 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 5 252 | −8,50 | 387 | −8,31 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 650 851 | −2,70 | 47 922 | −2,46 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 52 535 | −31,33 | 3 868 | −31,16 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 6 378 | −3,11 | 461 | −3,36 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 278 629 | −6,10 | 20 515 | −5,87 | ||||
| 2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Headinvest, Llc | 4 288 | −6,54 | 316 | −6,25 | ||||
| 2025-08-14 | 13F | Constant Guidance Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Global View Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 6 821 | −0,22 | 502 | 0,00 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 3 870 | −24,06 | 285 | −24,06 | ||||
| 2025-04-23 | 13F | Flavin Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 46 262 | −31,80 | 3 406 | −31,51 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 51 501 | −1,81 | 3 792 | −1,56 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 254 | −11,19 | 19 | −10,00 | ||||
| 2025-04-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 14 758 | −86,28 | 1 087 | −85,96 | ||||
| 2025-07-09 | 13F | Bay Rivers Group | 69 275 | −0,01 | 5 101 | 0,24 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 30 376 | −10,45 | 2 237 | −10,24 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 6 216 | −6,92 | 458 | −6,73 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 9 354 | −0,95 | 689 | −0,72 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 20 | −93,40 | 1 | −95,45 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 39 352 | −0,87 | 2 897 | −0,62 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 172 190 | −3,29 | 12 678 | −3,05 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 39 609 | −6,58 | 2 916 | −6,33 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 82 964 | −10,60 | 6 109 | −10,39 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 2 745 | −18,81 | 202 | −18,55 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 5 233 | −81,55 | 385 | −81,52 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 21 597 | −25,72 | 1 590 | −25,53 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 7 057 | −11,38 | 520 | −11,13 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 10 813 | −8,60 | 794 | −8,42 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 358 | −19,91 | 26 | −18,75 | ||||
| 2025-05-14 | 13F | Idaho Trust Bank | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 72 703 | −7,84 | 5 353 | −7,61 | ||||
| 2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 4 040 | −10,95 | 297 | −10,81 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 13 909 | −12,23 | 1 024 | −11,95 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Summit Financial Strategies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 26 325 | −5,25 | 1 938 | −5,00 | ||||
| 2025-08-07 | 13F | Commerce Bank | 97 499 | −10,03 | 7 179 | −9,81 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 26 607 | −1,66 | 1 954 | −1,81 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 33 444 | −13,60 | 2 462 | −13,40 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F | 186 000 | −5,10 | 13 695 | −4,87 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 1 502 328 | −4,14 | 110 616 | −3,91 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 1 616 817 | −1,60 | 119 046 | −1,36 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 4 326 | −15,95 | 319 | −15,87 | ||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 1 924 300 | −17,29 | 141 686 | −16,22 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 8 197 | −78,40 | 604 | −78,36 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 6 017 | −61,44 | 441 | −60,78 | ||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | −100,00 | 0 |
