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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 218 726 | −4,82 | 10 829 | −3,47 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 19 035 | −6,23 | 942 | −4,94 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 5 245 | −13,25 | 260 | −12,20 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 2 632 | −27,15 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 10 934 | −0,27 | 541 | 1,12 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 394 431 | −0,81 | 19 528 | 0,60 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 183 379 | −3,90 | 9 079 | −2,53 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 612 | −13,44 | 30 | −11,76 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 69 839 | −8,69 | 3 458 | −7,39 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 92 | −64,20 | 5 | −66,67 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 35 956 | −9,72 | 1 780 | −8,44 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 8 873 | −2,48 | 439 | −1,13 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 6 217 | −22,58 | 308 | −21,68 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 7 297 | −49,51 | 361 | −48,79 | ||||
| 2025-07-18 | 13F | Donald L. Hagan, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 265 554 | −11,54 | 13 134 | −10,38 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 6 791 | −4,58 | 336 | −3,17 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 26 563 | −11,17 | 1 315 | −9,87 | ||||
| 2025-07-31 | 13F | City State Bank | 139 852 | −3,77 | 6 924 | −2,40 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 29 068 | −15,69 | 1 439 | −14,50 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 307 462 | −17,97 | 15 222 | −16,81 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 38 054 | −1,14 | 1 884 | 0,27 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 554 | −30,05 | 27 | −28,95 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 11 190 | −26,50 | 554 | −25,64 | ||||
| 2025-04-15 | 13F | Paladin Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 14 782 | −4,65 | 732 | −3,31 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 4 796 | −58,95 | 237 | −58,42 | ||||
| 2025-04-15 | 13F | Orgel Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 637 | −56,61 | 32 | −56,34 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 12 260 | −5,26 | 607 | −3,96 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 69 362 | −14,92 | 3 434 | −13,70 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 12 295 | −2,01 | 609 | −0,65 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 191 064 | −10,81 | 9 460 | −9,55 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Bestgate Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 30 806 | −3,50 | 1 525 | −2,12 | ||||
| 2025-05-05 | 13F | Crestwood Advisors Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1 218 267 | −3,76 | 60 316 | −2,40 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 4 099 678 | −0,70 | 202 975 | 0,70 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 8 491 | −2,76 | 420 | −1,41 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 135 708 | −3,28 | 6 719 | −1,91 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 53 138 | −16,87 | 2 631 | −15,71 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 4 119 | −48,69 | 204 | −48,08 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 36 599 | −10,97 | 1 812 | −9,67 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 6 950 | −8,79 | 344 | −7,53 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 14 | −17,65 | 1 | |||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 5 570 | −37,81 | 276 | −37,07 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 9 035 690 | −8,55 | 447 357 | −7,26 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 376 548 | −17,68 | 18 643 | −16,52 | ||||
| 2025-08-28 | NP | GHMS - Goose Hollow Multi-Strategy Income ETF | 46 969 | −11,11 | 2 325 | −9,85 | ||||
| 2025-08-06 | 13F | Simmons Bank | 11 116 | −2,46 | 550 | −1,08 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 4 341 | −6,38 | 215 | −5,31 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 35 486 | −39,24 | 1 763 | −38,18 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 38 939 | −0,64 | 1 928 | 0,73 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 230 047 | −60,83 | 11 390 | −60,27 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 32 795 | −0,23 | 1 624 | 1,18 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 6 911 | −2,47 | 342 | −0,87 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 6 524 | −2,31 | 323 | −0,92 | ||||
| 2025-05-15 | 13F | Finward Bancorp | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 743 | −4,38 | 37 | −2,70 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 160 328 | −2,35 | 8 | −12,50 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 281 582 | −1,80 | 13 941 | −0,41 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 9 393 | −11,32 | 463 | −11,32 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 5 265 | −6,10 | 261 | −4,76 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Lam Group, Inc. | 18 910 | −30,39 | 936 | −29,41 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 1 050 398 | −0,16 | 52 005 | 1,25 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 10 354 | −10,03 | 513 | −8,73 | ||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 123 902 | −2,72 | 6 134 | −1,34 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | TFAZX - TFA Tactical Income Fund Class I | 3 300 | −91,83 | 163 | −91,74 | ||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 6 015 | −20,14 | 298 | −19,07 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 056 | −82,69 | 52 | −82,49 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 5 101 | −3,86 | 253 | −2,70 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 104 882 | −37,32 | 5 193 | −36,44 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | State of New Jersey Common Pension Fund D | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Trust Co | 195 836 | −4,61 | 9 696 | −3,26 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5 373 | −14,94 | 264 | −14,29 | ||||
| 2025-05-13 | 13F | Forefront Analytics, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 21 187 | −2,60 | 1 049 | −1,23 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 10 639 | −53,27 | 525 | −52,75 | ||||
| 2025-08-13 | 13F | Barclays Plc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 4 528 | −19,49 | 224 | −18,25 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 11 089 | −2,00 | 549 | −0,54 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 3 030 | −3,23 | 150 | −1,32 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 52 743 | −4,79 | 2 611 | −3,44 | ||||
| 2025-04-10 | 13F | Park Edge Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | NP | IRSLX - Voya Target Retirement 2025 Fund Class I | 45 976 | −0,85 | 2 274 | −0,96 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 32 892 | −63,20 | 1 628 | −62,69 | ||||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 95 173 | −33,74 | 4 712 | −32,79 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 64 595 | −9,69 | 3 198 | −8,39 | ||||
| 2025-08-08 | 13F | Creative Planning | 289 663 | −2,07 | 14 341 | −0,68 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 27 671 | −7,25 | 1 370 | −5,98 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-09 | 13F | HBW Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 40 398 | −1,60 | 2 000 | −0,20 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 10 018 | −15,46 | 496 | −14,36 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional/Vanguard Total Bond Fund Service Class | 4 099 678 | −0,70 | 202 975 | 0,70 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 85 842 | −3,39 | 4 250 | −2,03 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 45 413 | −9,23 | 2 | 0,00 | ||||
| 2025-04-15 | 13F | SG Americas Securities, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 282 195 | −0,06 | 13 971 | 1,36 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Q3 Asset Management | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Optima Capital Llc | 4 995 | −1,65 | 247 | 0,00 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 9 | −93,75 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 17 402 | −26,44 | 862 | −25,39 | ||||
| 2025-08-26 | NP | ISWAX - Voya Solution Income Portfolio Class ADV | 44 056 | −3,89 | 2 181 | −2,50 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 91 734 | −34,61 | 4 501 | −34,28 | ||||
| 2025-08-12 | 13F | Ade, Llc | 284 142 | −1,40 | 14 068 | −0,01 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 652 | −0,61 | 32 | 0,00 | ||||
| 2025-04-23 | 13F | Eagle Strategies LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 102 458 | −8,61 | 5 073 | −7,33 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 6 821 | −17,81 | 338 | −16,79 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 11 061 | −46,47 | 548 | −45,73 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 9 391 | −0,43 | 465 | 0,87 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 34 661 | −19,33 | 1 716 | −18,17 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 37 659 | −2,10 | 1 865 | −0,69 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 387 347 | −0,08 | 19 178 | 1,33 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 23 096 | −0,56 | 1 143 | 0,88 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 9 569 | −25,94 | 474 | −24,92 | ||||
| 2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 97 410 | −1,36 | 4 823 | 0,04 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 29 832 | −77,74 | 1 | −83,33 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 0 | −100,00 | 0 | |||||
| 2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 50 815 | −0,70 | 2 516 | 0,68 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 218 775 | −12,78 | 10 832 | −11,55 | ||||
| 2025-04-25 | 13F | Trademark Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5 310 | −86,85 | 263 | −86,71 | ||||
| 2025-04-22 | 13F | Diversified Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Prudential Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Laird Norton Trust Company, Llc | 12 083 | −25,23 | 598 | −24,11 | ||||
| 2025-05-16 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 74 964 | −16,37 | 3 694 | −15,59 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Essex Savings Bank | 5 015 | −4,29 | 248 | −2,75 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 23 687 | −0,23 | 1 173 | 1,12 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 42 946 | −11,58 | 2 126 | −10,33 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 31 863 | −0,63 | 1 578 | 0,77 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 314 144 | −0,99 | 15 553 | 0,41 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 81 468 | −11,88 | 4 033 | −10,64 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 10 215 | −6,11 | 506 | −4,90 | ||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | −100,00 | 0 | |||||
| 2025-06-03 | 13F | Invst, LLC | 92 418 | −80,52 | 4 512 | −80,62 | ||||
| 2025-04-17 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Capital Planning LLC | 5 349 | −33,10 | 265 | −32,31 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 014 147 | −0,90 | 50 210 | 0,50 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 18 475 | −2,63 | 915 | −1,30 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 23 347 | −2,86 | 1 156 | −1,53 | ||||
| 2025-08-14 | 13F | Pitcairn Co | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 4 824 | −13,19 | 239 | −12,18 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 4 787 | −8,38 | 237 | −7,06 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 407 | −22,03 | 20 | −20,00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 280 | −34,79 | 63 | −33,68 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 193 848 | −4,47 | 9 587 | −3,23 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1 413 879 | −17,76 | 69 718 | −16,85 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 386 | −23,11 | 19 | −20,83 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | CBIZ Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Encompass More Asset Management | 4 541 | −9,40 | 225 | −8,20 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1 235 | −10,96 | 61 | −8,96 | ||||
| 2025-05-07 | 13F | Bellwether Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 386 | −57,86 | 19 | −56,82 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 123 162 | −4,08 | 6 098 | −2,73 | ||||
| 2025-08-14 | 13F | Bakala Capital Management LLC | 18 718 | −4,03 | 927 | −2,73 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 20 552 | −12,29 | 1 018 | −11,02 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 6 956 | −31,82 | 344 | −30,92 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 15 959 | −86,98 | 790 | −86,80 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 4 422 | −4,47 | 218 | −3,96 | ||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 5 012 | −39,46 | 248 | −39,31 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 31 279 | −9,57 | 1 549 | −8,29 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 4 142 | −2,17 | 205 | −0,49 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 186 | −6,53 | 9 | 0,00 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 18 081 | −5,27 | 895 | −3,87 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 16 312 | −6,61 | 808 | −5,28 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 51 255 | −15,51 | 2 538 | −14,32 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 20 185 | −9,87 | 999 | −8,60 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 8 203 | −12,50 | 406 | −11,16 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 30 455 | −7,91 | 1 508 | −6,63 | ||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 74 456 | −1,56 | 3 686 | −0,16 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 171 915 | −11,49 | 8 512 | −10,24 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 7 265 | −6,45 | 360 | −5,28 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 6 816 | −9,02 | 337 | −7,67 | ||||
| 2025-05-14 | 13F | Quadcap Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 145 641 | −0,23 | 7 203 | 1,08 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9 391 | −53,01 | 463 | −53,19 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 179 951 | −1,96 | 8 909 | −0,58 | ||||
| 2025-05-08 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 10 009 | −26,08 | 496 | −25,11 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4 409 | −1,14 | 218 | 0,46 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 955 339 | −11,24 | 47 299 | −9,98 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 39 049 | −3,66 | 1 933 | −2,28 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 406 974 | −4,21 | 20 149 | −2,86 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 689 338 | −0,75 | 34 129 | 0,65 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 410 836 | −2,91 | 20 341 | −1,54 | ||||
| 2025-08-08 | 13F | Chandler Asset Management, Inc. | 109 460 | −0,43 | 5 419 | 0,99 | ||||
| 2025-05-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gould Capital, LLC | 154 447 | −0,02 | 7 647 | 1,39 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Associated Banc-corp | 11 171 | −12,97 | 553 | −11,66 | ||||
| 2025-05-15 | 13F | JDM Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 4 859 | −70,63 | 241 | −70,26 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F | Claris Financial LLC | 5 938 | −7,23 | 294 | −6,07 | ||||
| 2025-04-23 | 13F | First Pacific Financial | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 18 966 | −11,63 | 939 | −10,41 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 32 612 | −0,35 | 1 592 | −0,81 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 606 529 | −0,04 | 30 029 | 1,37 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 15 153 | −93,68 | 750 | −93,59 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 115 129 | −0,31 | 5 700 | −0,38 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 355 901 | −5,91 | 17 621 | −4,58 | ||||
| 2025-05-29 | 13F | Parkshore Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Applied Capital LLC | 8 822 | −2,45 | 437 | −1,13 | ||||
| 2025-08-25 | NP | NDAA - Ned Davis Research 360 Dynamic Allocation ETF | 2 616 | −6,20 | 130 | −5,15 | ||||
| 2025-07-23 | NP | ISOLX - Voya Target In-Retirement Fund Class I | 31 546 | −3,00 | 1 560 | −3,11 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 53 139 | −10,94 | 2 631 | −9,68 | ||||
| 2025-08-07 | 13F | PFG Advisors | 72 885 | −9,14 | 3 609 | −7,87 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 45 592 | −0,62 | 2 257 | 0,80 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 380 | −1,04 | 19 | 0,00 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 7 425 | −3,35 | 368 | −2,13 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 14 065 | −9,58 | 696 | −8,30 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 10 163 | −40,02 | 503 | −39,18 | ||||
| 2025-05-15 | 13F | Pinnacle Financial Group, LLC / IL | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 248 675 | −1,26 | 12 312 | 0,13 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 17 243 | −44,80 | 854 | −44,07 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 45 463 | −0,12 | 2 246 | 1,08 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8 975 | −94,40 | 444 | −94,33 | ||||
| 2025-05-06 | 13F | Retirement Income Solutions, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Bank of New Hampshire | 330 | −2,08 | 16 | 0,00 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 22 414 | −34,28 | 1 110 | −33,39 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 37 932 | −33,51 | 1 878 | −32,57 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 53 231 | −7,45 | 2 635 | −6,16 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 16 677 | −53,25 | 826 | −52,61 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 22 178 | −33,97 | 1 098 | −33,01 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 23 850 | −1,17 | 1 181 | −0,34 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 35 128 | −3,79 | 1 739 | −2,41 | ||||
| 2025-07-16 | 13F | Jentner Corp | 12 016 | −40,22 | 595 | −39,45 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 8 321 | −0,61 | 412 | 0,74 | ||||
| 2025-05-06 | 13F | Summit Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 4 239 | −17,63 | 210 | −16,73 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 18 631 | −3,11 | 922 | −1,71 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 2 671 | −99,19 | 16 645 | 3,98 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-09 | 13F | Worth Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 5 648 | −11,65 | 280 | −10,58 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 25 903 | −13,43 | 1 282 | −12,19 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 29 419 | −59,21 | 1 457 | −58,65 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 908 073 | −8,23 | 45 | −8,33 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 41 057 | −45,03 | 2 032 | −44,27 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 18 744 | −6,30 | 928 | −4,92 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 490 069 | −4,63 | 24 263 | −3,28 | ||||
| 2025-05-12 | 13F | Fiduciary Family Office, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 267 | −10,40 | 13 | −7,14 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 4 244 | −4,24 | 210 | −2,78 | ||||
| 2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 108 | −12,20 | 5 | −16,67 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 28 113 | −15,25 | 1 392 | −14,08 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 368 666 | −3,74 | 18 201 | −2,65 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 15 552 | −21,79 | 770 | −20,72 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 6 127 | −0,29 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 110 406 | −1,73 | 5 466 | −0,35 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 23 236 | −3,82 | 1 150 | −2,46 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 42 720 | −22,20 | 2 115 | −21,08 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 11 434 | −23,67 | 566 | −22,57 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 13 317 | −7,79 | 659 | −6,52 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 11 451 | −13,01 | 567 | −11,84 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 172 375 | −4,58 | 8 534 | −3,23 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 335 | −45,08 | 17 | −44,83 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 4 246 | −41,78 | 210 | −41,01 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 5 032 | −4,12 | 249 | −2,73 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 5 924 | −8,66 | 293 | −7,28 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 4 933 | −1,81 | 244 | −0,41 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 217 272 | −79,41 | 10 752 | −79,13 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 350 | −21,88 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 51 100 | −12,50 | 2 530 | −11,29 | ||||
| 2025-08-26 | NP | ISZAX - Voya Solution 2025 Portfolio Class ADV | 111 060 | −3,76 | 5 499 | −2,40 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 22 380 | −16,33 | 1 108 | −15,10 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 486 | −11,80 | 24 | −7,69 | ||||
| 2025-05-14 | 13F | SJA Financial Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 13 978 | −13,66 | 1 | |||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 20 256 | −1,26 | 1 003 | −0,79 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 649 572 | −0,17 | 32 160 | 1,24 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 8 361 | −7,05 | 413 | −6,15 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 32 982 | −1,22 | 1 633 | 0,12 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 277 854 | −16,28 | 13 757 | −15,10 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 6 768 | −38,19 | 335 | −37,27 | ||||
| 2025-08-26 | NP | ICGTX - Voya Solution Conservative Portfolio Class S2 | 48 666 | −5,05 | 2 409 | −3,72 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 6 485 | −16,03 | 320 | −15,38 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 202 119 | −0,84 | 10 007 | 0,56 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 45 521 | −1,56 | 2 254 | −0,18 | ||||
| 2025-04-29 | 13F | Traveka Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Argent Trust Co | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | David R. Rahn & Associates Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 716 306 | −6,69 | 35 | −5,41 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 60 | −89,29 | 3 | −92,59 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 148 | −96,00 | 7 | −96,11 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4 871 | −3,24 | 241 | −1,63 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 13 487 | −13,03 | 668 | −12,47 | ||||
| 2025-04-30 | 13F | Brown Financial Advisory | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 140 742 | −1,32 | 6 968 | 0,09 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F/A | Symmetry Investments LP | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Drive Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 22 114 | −11,69 | 1 095 | −10,91 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 97 635 | −1,49 | 4 834 | −0,10 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 8 384 | −12,96 | 415 | −11,70 | ||||
| 2025-05-15 | 13F | Logan Stone Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 62 | −1,59 | 3 | 0,00 | ||||
| 2025-07-24 | 13F | GFG Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | First Hawaiian Bank | 39 379 | −1,21 | 1 950 | 0,15 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 22 846 | −5,15 | 1 131 | −3,74 | ||||
| 2025-04-28 | 13F | Milestone Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 17 916 | −3,79 | 875 | −4,27 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 74 080 | −2,30 | 3 668 | −0,92 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 14 200 | −40,52 | 703 | −39,66 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Hopwood Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | American National Bank | 7 354 | −0,35 | 364 | 1,11 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 158 000 | −17,67 | 7 823 | −16,61 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 4 474 | −1,95 | 222 | −0,45 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 6 628 | −11,27 | 328 | −9,89 | ||||
| 2025-06-26 | NP | SSFI - Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF | 38 440 | −44,18 | 1 905 | −43,77 | ||||
| 2025-04-08 | 13F | Lowe Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 4 101 | −1,70 | 203 | 0,00 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 25 177 | −7,22 | 1 247 | −5,89 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 29 207 | −7,68 | 1 446 | −6,35 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 8 | −84,62 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 72 876 | −7,06 | 3 608 | −5,75 | ||||
| 2025-04-25 | 13F | Monument Capital Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 22 009 | −34,41 | 1 090 | −33,52 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 128 077 | −33,95 | 6 | −33,33 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 13 753 | −2,10 | 681 | −0,73 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 7 236 | −16,20 | 358 | −14,96 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 121 035 | −0,30 | 5 992 | 1,11 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 6 071 | −3,92 | 301 | −2,60 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 179 000 | −67,23 | 8 862 | −66,81 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 36 365 | −2,00 | 1 800 | −0,61 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 864 | −98,92 | 43 | 2,44 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 14 308 | −16,60 | 708 | −15,41 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 7 371 | −0,66 | 365 | 0,55 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 242 463 | −0,58 | 12 004 | 0,82 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 11 737 | −50,72 | 581 | −50,13 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 13 478 | −2,69 | 667 | −1,33 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 574 702 | −3,12 | 28 454 | −4,60 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8 219 | −6,66 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 | −99,97 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 8 957 | −35,22 | 443 | −34,27 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 12 279 | −3,31 | 608 | −1,94 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 7 079 | −0,30 | 350 | 1,16 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Verde Capital Management | 17 131 | −4,29 | 848 | −2,86 | ||||
| 2025-04-21 | 13F | Means Investment Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 20 097 | −0,61 | 995 | 0,71 | ||||
| 2025-08-14 | 13F | Betterment LLC | 17 523 971 | −4,56 | 868 | −3,24 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 10 629 | −13,08 | 526 | −11,89 | ||||
| 2025-04-10 | 13F | Fermata Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 67 568 | −0,45 | 3 345 | 0,97 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 409 064 | −2,27 | 20 253 | −0,89 | ||||
| 2025-05-15 | 13F | Perennial Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 10 904 | −21,11 | 538 | −21,03 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 111 051 | −36,57 | 5 498 | −35,97 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 6 781 | −50,86 | 336 | −50,22 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 4 411 | −2,26 | 218 | −0,91 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 17 013 | −11,73 | 842 | −10,43 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 4 400 | −16,98 | 218 | −15,89 | |||
| 2025-07-29 | 13F | Interactive Financial Advisors | 86 326 | −3,48 | 4 274 | −2,11 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 5 693 | −64,68 | 282 | −64,25 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 41 589 | −0,53 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 6 537 | −19,17 | 324 | −18,02 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 6 580 | −10,96 | 326 | −9,72 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 279 295 | −4,23 | 13 828 | −2,88 | ||||
| 2025-04-09 | 13F | Affiance Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 13 155 | −0,13 | 651 | 1,24 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 8 112 | −10,67 | 402 | −9,48 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 33 218 | −1,37 | 1 645 | 0,00 | ||||
| 2025-04-29 | 13F | Avantax Planning Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 6 807 | −44,35 | 337 | −43,55 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9 074 | −88,93 | 449 | −88,78 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 6 228 | −15,68 | 308 | −14,44 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Prudential Plc | 86 815 | −7,69 | 4 298 | −6,38 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 9 870 | −71,40 | 489 | −71,02 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 4 322 | −0,69 | 214 | 0,47 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 24 554 | −3,20 | 1 216 | −1,86 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 204 846 | −6,33 | 10 142 | −5,01 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 57 069 | −0,84 | 2 825 | 0,57 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 224 959 | −12,15 | 11 138 | −10,90 | ||||
| 2025-04-22 | 13F | Atticus Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 4 229 | −7,68 | 209 | −6,28 |
