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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-25 | 13F | Silverlake Wealth Management Llc | 121 585 | −4,92 | 2 514 | −4,92 | ||||
2025-07-23 | 13F | Opulen Financial Group LLC | 74 820 | −1,73 | 1 547 | −1,72 | ||||
2025-07-28 | 13F | Hudson Capital Management LLC | 704 094 | −0,29 | 14 561 | −0,29 | ||||
2025-05-13 | 13F | Camelot Portfolios, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 351 084 | −8,91 | 7 260 | −8,91 | ||||
2025-04-17 | 13F | Rebalance, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 262 060 | −2,84 | 5 419 | −2,83 | ||||
2025-08-07 | 13F | Davis R M Inc | 898 035 | −15,13 | 18 571 | −15,14 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 20 515 | −0,23 | 424 | −0,24 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 59 861 | −7,68 | 1 239 | −7,61 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 822 246 | −2,65 | 17 004 | −2,65 | ||||
2025-07-16 | 13F | Castleview Partners, Llc | 34 610 | −32,39 | 716 | −32,42 | ||||
2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 19 515 | −70,51 | 404 | −70,54 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 3 769 | −5,52 | 78 | −6,10 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 15 558 | −79,35 | 322 | −79,40 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 15 493 | −3,13 | 320 | −3,03 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 235 | −13,33 | 26 | −13,79 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 95 493 | −0,62 | 1 975 | −0,65 | ||||
2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 121 553 | −1,00 | 2 514 | −1,02 | ||||
2025-04-10 | 13F | Chesley Taft & Associates LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Fca Corp /tx | 98 841 | −70,34 | 2 044 | −70,34 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 32 655 | −3,03 | 675 | −3,02 | ||||
2025-08-12 | 13F | Cynosure Management, Llc | 0 | −100,00 | 0 | |||||
2025-04-08 | 13F | S.E.E.D. Planning Group LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 522 425 | −1,39 | 10 804 | −1,39 | ||||
2025-07-24 | 13F | Eastern Bank | 30 260 | −71,39 | 626 | −71,42 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 9 117 | −72,87 | 189 | −72,91 | ||||
2025-05-12 | 13F | Founders Financial Securities Llc | 0 | −100,00 | 0 | |||||
2025-05-08 | 13F | HHM Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 473 014 | −30,95 | 10 | −35,71 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 420 | −54,35 | 9 | −55,56 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 49 612 | −27,83 | 1 026 | −27,87 | ||||
2025-08-11 | 13F | Shufro Rose & Co Llc | 413 094 | −1,08 | 8 543 | −1,09 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 68 937 | −2,01 | 1 426 | −1,99 | ||||
2025-08-07 | 13F/A | Joseph Group Capital Management | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 553 392 | −0,11 | 11 444 | −0,10 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 26 016 | −3,74 | 538 | −3,58 | ||||
2025-07-08 | 13F | Webster Bank, N. A. | 225 886 | −13,58 | 4 671 | −13,58 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 10 500 | −27,59 | 217 | −27,42 | ||||
2025-07-23 | 13F | WESPAC Advisors, LLC | 10 406 | −42,87 | 215 | −42,82 | ||||
2025-08-15 | 13F | Morgan Stanley | 3 845 769 | −9,44 | 79 531 | −9,44 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 464 218 | −19,94 | 9 599 | −20,13 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 3 393 149 | −16,23 | 70 170 | −16,23 | ||||
2025-07-15 | 13F | Well Done, LLC | 26 552 | −25,52 | 549 | −25,41 | ||||
2025-08-06 | 13F | ETF Store, Inc. | 0 | −100,00 | 0 | |||||
2025-04-23 | 13F | Field & Main Bank | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 14 245 | −98,75 | 295 | −98,75 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 71 671 | −5,65 | 1 482 | −5,61 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 15 561 | −30,17 | 322 | −30,22 | ||||
2025-05-13 | 13F | United Capital Financial Advisers, Llc | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Horizons Wealth Management | 157 295 | −7,40 | 3 253 | −7,40 | ||||
2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 35 324 | −24,13 | 730 | −24,12 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | True Vision MN LLC | 93 312 | −3,98 | 1 930 | −3,98 | ||||
2025-08-14 | 13F | Comerica Bank | 73 839 | −1,71 | 1 527 | −1,74 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-16 | 13F | Tassel Capital Management, Inc. | 19 915 | −3,33 | 412 | −3,52 | ||||
2025-08-11 | 13F | Tidemark, LLC | 2 593 | −14,39 | 54 | −14,52 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 34 005 | −6,79 | 703 | −6,76 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 28 976 | −28,01 | 599 | −28,00 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 238 939 | −14,08 | 4 941 | −14,07 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 46 819 | −0,79 | 968 | −0,72 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 586 513 | −0,36 | 12 129 | −0,36 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 61 738 | −14,17 | 1 | 0,00 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 23 989 | −6,72 | 496 | −6,59 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 71 656 | −4,64 | 1 482 | −4,64 | ||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 41 402 | −8,28 | 856 | −8,35 | ||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | BankPlus Trust Department | 63 773 | −14,72 | 1 319 | −14,75 | ||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 36 416 | −3,10 | 753 | −1,95 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 939 | −90,36 | 19 | −90,55 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 20 160 | −6,84 | 417 | −6,94 | ||||
2025-07-25 | 13F | Genesee Capital Advisors, LLC | 26 795 | −4,50 | 554 | −4,48 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 5 000 | −16,67 | 103 | −16,94 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 19 781 | −1,85 | 409 | −1,68 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 180 387 | −23,08 | 3 730 | −23,08 | ||||
2025-05-08 | 13F | Gs Investments, Inc. | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 184 162 | −16,54 | 3 808 | −16,55 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 127 850 | −14,75 | 2 644 | −14,77 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 36 072 | −4,10 | 746 | −4,12 | ||||
2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Summit Investment Advisors, Inc. | 49 764 | −0,18 | 1 030 | −0,19 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 58 877 | −22,69 | 1 218 | −22,68 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 452 490 | −5,11 | 9 357 | −5,11 | ||||
2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 31 455 | −5,13 | 650 | −5,11 | ||||
2025-08-04 | 13F | Atria Investments Llc | 133 652 | −60,24 | 2 764 | −60,25 | ||||
2025-05-12 | 13F | AMJ Financial Wealth Management | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Colonial Trust Co / SC | 69 811 | −5,72 | 1 444 | −5,75 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 37 971 | −94,75 | 785 | −94,75 | ||||
2025-08-08 | 13F | Sculati Wealth Management, LLC | 23 581 | −42,70 | 488 | −42,77 | ||||
2025-07-22 | 13F | Kickstand Ventures, Llc. | 670 852 | −4,42 | 13 873 | −4,42 | ||||
2025-08-04 | 13F | ArborFi Advisors, LLC | 10 320 | −81,63 | 213 | −81,65 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 24 524 | −2,01 | 507 | −1,93 | ||||
2025-07-01 | 13F | Private Client Services, Llc | 114 435 | −7,29 | 2 367 | −7,29 | ||||
2025-07-16 | 13F | ORG Partners LLC | 25 045 | −5,09 | 518 | −4,95 | ||||
2025-03-25 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Keystone Financial Group | 14 665 | −18,49 | 303 | −18,55 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 222 475 | −1,47 | 4 601 | −1,48 | ||||
2025-07-24 | 13F | Coordinated Financial Services, Inc. | 36 612 | −0,10 | 757 | 0,13 | ||||
2025-08-08 | 13F | Sawgrass Asset Management Llc | 52 146 | −3,70 | 1 078 | −3,66 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 331 790 | −22,18 | 6 861 | −22,18 | ||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 557 | −8,24 | 12 | −8,33 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 7 816 | −47,25 | 162 | −47,39 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 301 | −53,12 | 6 | −53,85 | ||||
2025-07-29 | 13F | Novare Capital Management Llc | 136 987 | −4,92 | 2 833 | −4,93 | ||||
2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | BCS Wealth Management | 561 256 | −1,58 | 12 | 0,00 | ||||
2025-07-14 | 13F | Sentinel Pension Advisors Inc | 46 990 | −88,19 | 972 | −88,20 | ||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 9 762 | −36,68 | 202 | −36,79 | ||||
2025-08-05 | 13F | Blue Barn Wealth, LLC | 211 377 | −16,96 | 4 427 | −15,90 | ||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 37 631 | −2,27 | 778 | −2,26 | ||||
2025-08-12 | 13F | Kaye Capital Management | 326 771 | −45,04 | 6 758 | −45,04 | ||||
2025-07-17 | 13F | E Six Thirteen, Llc | 101 076 | −0,06 | 2 090 | −0,05 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 34 742 | −30,48 | 718 | −30,49 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 4 691 419 | −88,35 | 97 020 | −88,35 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 19 245 | −9,51 | 398 | −9,57 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 41 332 | −3,83 | 856 | −3,72 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 52 426 | −67,80 | 1 084 | −67,80 | ||||
2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 1 232 275 | −39,99 | 25 483 | −39,99 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 168 373 | −5,00 | 3 482 | −5,02 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 2 277 429 | −11,89 | 47 097 | −11,89 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 794 331 | −37,94 | 16 | −38,46 | ||||
2025-08-11 | 13F | Aspen Investment Management Inc | 80 355 | −1,65 | 2 | 0,00 | ||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 107 505 | −1,98 | 2 223 | −1,98 | ||||
2025-05-09 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 437 767 | −1,89 | 9 053 | −1,89 | ||||
2025-04-25 | 13F | Westside Investment Management, Inc. | 0 | −100,00 | 0 | |||||
2025-04-15 | 13F | Chris Bulman Inc | 0 | −100,00 | 0 | |||||
2025-04-11 | 13F | Davis Capital Management | 2 071 | −71,73 | 43 | −72,19 | ||||
2025-07-08 | 13F | Red Spruce Capital, LLC | 32 059 | −86,83 | 663 | −86,85 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | Oliver Luxxe Assets LLC | 51 034 | −16,95 | 1 055 | −16,93 | ||||
2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 20 960 | −2,64 | 433 | −2,70 | ||||
2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-16 | 13F | Kirr Marbach & Co Llc /in/ | 971 428 | −0,96 | 20 089 | −0,96 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | TPG Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 656 487 | −7,90 | 13 576 | −7,90 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1 311 042 | −2,69 | 27 113 | −2,69 | ||||
2025-08-15 | 13F | Keel Point, LLC | 124 055 | −3,43 | 2 565 | −3,43 | ||||
2025-07-31 | 13F | GLOBALT Investments LLC / GA | 41 539 | −10,35 | 859 | −10,33 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 601 626 | −10,59 | 12 442 | −10,59 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 179 148 | −11,02 | 3 705 | −11,03 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 488 553 | −28,78 | 10 103 | −28,78 | ||||
2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 50 442 | −1,74 | 1 043 | −1,70 | ||||
2025-08-07 | 13F | Proficio Capital Partners LLC | 28 231 | −39,06 | 584 | −39,14 | ||||
2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 48 412 | −0,49 | 1 | 0,00 | ||||
2025-08-12 | 13F | YANKCOM Partnership | 47 811 | −12,08 | 989 | −12,10 | ||||
2025-07-29 | 13F | Curbstone Financial Management Corp | 55 256 | −9,75 | 1 143 | −9,79 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 19 376 | −55,37 | 401 | −55,41 | ||||
2025-08-14 | 13F | Schwallier Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 211 481 | −68,21 | 4 373 | −68,21 | ||||
2025-08-12 | 13F | Timber Creek Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Brookstone Capital Management | 1 388 446 | −5,12 | 28 713 | −5,12 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 28 524 | −53,61 | 590 | −53,66 | ||||
2025-08-07 | 13F | Allworth Financial LP | 353 752 | −3,47 | 7 316 | −3,43 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 252 986 | −5,93 | 5 237 | −5,84 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Crews Bank & Trust | 11 285 | −37,06 | 233 | −37,03 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 23 731 | −50,88 | 491 | −50,95 | ||||
2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 3 682 309 | −12,27 | 76 150 | −12,27 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 11 632 | −2,50 | 241 | −2,44 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 28 310 | −30,16 | 585 | −30,19 | ||||
2025-07-11 | 13F | AA Financial Advisors, LLC | 215 629 | −25,05 | 4 459 | −25,05 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 1 012 601 | −23,97 | 20 941 | −23,97 | ||||
2025-08-01 | 13F | Redwood Park Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Morton Community Bank | 62 874 | −74,88 | 1 300 | −74,88 | ||||
2025-05-13 | 13F | Soltis Investment Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Hanover Advisors Inc | 94 589 | −4,06 | 1 956 | −4,02 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 120 426 | −19,80 | 2 490 | −19,81 | ||||
2025-04-22 | 13F | Woodmont Investment Counsel Llc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | SFE Investment Counsel | 47 116 | −19,43 | 974 | −19,44 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 14 178 | −0,92 | 293 | −0,68 | ||||
2025-07-25 | 13F | Hobbs Group Advisors, LLC | 103 013 | −12,71 | 2 130 | −12,70 | ||||
2025-07-18 | 13F | SMI Advisory Services, LLC | 1 189 152 | −49,58 | 24 651 | −49,46 | ||||
2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 61 055 | −12,24 | 1 263 | −12,24 | ||||
2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 30 262 | −43,68 | 1 | −100,00 | ||||
2025-08-13 | 13F | Denver Wealth Management, Inc. | 36 041 | −28,02 | 745 | −28,02 | ||||
2025-07-31 | 13F | Vaughan David Investments Inc/il | 224 768 | −49,19 | 5 | −55,56 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 27 248 | −52,40 | 1 | −100,00 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 57 796 | −16,44 | 1 195 | −16,43 | ||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 13 096 | −2,64 | 271 | −2,88 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 86 363 | −0,52 | 1 786 | −0,56 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Vantage Point Financial LLC | 65 336 | −3,38 | 1 351 | −3,36 | ||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 659 598 | −37,11 | 14 | −38,10 | ||||
2025-07-21 | 13F | Matauro, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Transce3nd, LLC | 1 488 | −5,88 | 31 | −6,25 | ||||
2025-04-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Old Port Advisors | 95 980 | −15,44 | 1 985 | −15,47 | ||||
2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 25 623 | −29,29 | 530 | −29,37 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 11 010 | −1,70 | 228 | −1,73 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 8 331 | −20,90 | 172 | −20,74 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 195 377 | −17,95 | 4 049 | −17,77 | ||||
2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 160 924 | −1,14 | 3 328 | −1,16 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 86 407 | −8,22 | 1 787 | −8,22 | ||||
2025-08-06 | 13F | Souders Financial Advisors | 65 655 | −16,06 | 1 358 | −16,08 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 27 857 | −14,60 | 576 | −14,54 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 209 277 | −4,02 | 4 328 | −4,02 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 57 959 | −1,91 | 1 199 | −1,88 | ||||
2025-07-29 | 13F | Straight Path Wealth Management | 325 446 | −3,56 | 6 730 | −3,55 | ||||
2025-08-14 | 13F | Redwood Financial Network Corp | 109 647 | −2,88 | 2 268 | −2,87 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2 748 597 | −8,17 | 56 841 | −8,18 | ||||
2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-05-16 | 13F | Ashton Thomas Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-30 | 13F | Phoenix Holdings Ltd. | 52 992 | −14,09 | 1 095 | −14,05 | ||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Beacon Financial Group | 133 882 | −3,83 | 2 769 | −3,82 | ||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 233 353 | −0,29 | 4 826 | −0,29 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 15 231 | −1,92 | 315 | −2,18 | ||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 25 731 | −11,04 | 532 | −11,04 | ||||
2025-04-25 | 13F | Altus Wealth Group LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Creative Planning | 114 187 | −6,32 | 2 361 | −6,31 | ||||
2025-08-12 | 13F | MAI Capital Management | 2 357 194 | −7,51 | 48 747 | −7,51 | ||||
2025-05-13 | 13F | Cookson Peirce & Co Inc | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 20 749 | −78,32 | 429 | −78,31 | ||||
2025-08-12 | 13F | Goepper Burkhardt LLC | 423 485 | −3,86 | 8 758 | −3,86 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 487 732 | −1,93 | 10 086 | −1,93 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 709 | −49,82 | 15 | −51,72 | ||||
2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 11 519 | −9,74 | 238 | −9,51 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 71 488 | −0,65 | 1 478 | −0,67 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 19 872 | −42,16 | 411 | −42,25 | ||||
2025-04-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 9 891 | −0,94 | 205 | −0,97 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 45 386 | −59,94 | 939 | −59,95 | ||||
2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Exchange Capital Management, Inc. | 84 095 | −35,75 | 1 739 | −35,74 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 12 538 | −0,79 | 259 | −0,77 | ||||
2025-07-31 | 13F | Insight Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 111 226 | −7,64 | 2 | 0,00 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 209 020 | −0,21 | 4 323 | −0,21 | ||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 41 890 | −2,34 | 866 | −2,37 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 13 292 | −25,37 | 275 | −25,54 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 42 595 | −26,29 | 880 | −26,24 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 116 610 | −0,49 | 2 412 | −0,50 | ||||
2025-08-07 | 13F | Accent Capital Management, LLC | 0 | −100,00 | 0 |