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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 48 868 | −5,57 | 3 846 | −5,09 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 2 251 | −63,18 | 177 | −62,97 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 23 818 | −5,28 | 1 874 | −4,78 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 3 651 | −0,54 | 287 | 0,00 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 38 310 | −1,65 | 3 015 | −1,15 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 5 994 | −0,71 | 472 | 0,00 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 4 703 | −7,51 | 0 | |||||
| 2025-07-22 | 13F | Stanich Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 7 907 | −1,92 | 622 | −1,43 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 7 582 | −9,36 | 597 | −8,87 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 4 875 | −3,08 | 384 | −2,54 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 212 784 | −9,91 | 16 746 | −9,42 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 42 054 | −13,10 | 3 310 | −12,65 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 6 175 | −2,06 | 486 | −1,62 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 11 175 | −1,09 | 879 | −0,57 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 17 156 | −1,82 | 1 350 | −1,24 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 29 406 | −16,81 | 2 314 | −16,37 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 12 204 | −10,09 | 960 | −9,60 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 7 185 | −1,45 | 565 | −0,88 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 3 767 | −67,68 | 296 | −67,54 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 4 523 | −29,59 | 356 | −29,28 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 97 842 | −9,27 | 7 700 | −8,78 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 6 723 | −54,20 | 527 | −53,97 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 2 773 | −0,18 | 218 | 0,46 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 122 642 | −43,59 | 9 652 | −43,29 | ||||
| 2025-04-21 | 13F | Greenup Street Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Vontobel Holding Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 24 543 | −17,38 | 1 932 | −16,95 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 1 005 787 | −4,36 | 79 | −3,66 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 22 505 | −6,91 | 1 771 | −6,40 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 16 550 215 | −0,02 | 1 302 502 | 0,52 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 6 107 | −7,99 | 481 | −7,51 | ||||
| 2025-05-15 | 13F | Putnam Fl Investment Management Co | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | United Services Automobile Association | 16 661 | −95,28 | 1 311 | −95,26 | ||||
| 2025-08-14 | 13F | Promus Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Thomasville National Bank | 27 834 | −6,96 | 2 191 | −6,45 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 5 785 | −52,45 | 455 | −52,21 | ||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 144 286 | −0,08 | 11 355 | 0,46 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 351 | −25,48 | 28 | −25,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 80 142 | −5,15 | 6 307 | −4,63 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 4 371 | −1,66 | 344 | −0,86 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 175 698 | −5,52 | 13 827 | −5,01 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 7 596 | −7,98 | 1 | |||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 26 | −78,69 | 2 | −77,78 | ||||
| 2025-08-05 | 13F | Burney Co/ | 9 255 | −42,27 | 728 | −41,99 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 29 493 | −33,89 | 2 312 | −33,82 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 60 042 | −0,12 | 4 725 | 0,43 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 34 478 | −2,10 | 2 713 | −1,56 | ||||
| 2025-08-26 | NP | IRCAX - Voya Retirement Conservative Portfolio Class ADV | 158 099 | −1,49 | 12 442 | −0,96 | ||||
| 2025-04-25 | 13F | Essex LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 5 867 | −5,61 | 462 | −5,14 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 1 369 | −18,95 | 108 | −18,94 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 1 060 | −32,18 | 83 | −31,97 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 14 098 | −18,91 | 1 109 | −18,34 | ||||
| 2025-04-21 | 13F | Green Square Capital Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 77 305 | −5,77 | 6 084 | −5,28 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 188 180 | −12,80 | 14 810 | −12,33 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 35 322 | −0,98 | 2 780 | −0,47 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 3 625 | −66,23 | 285 | −66,07 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 12 892 | −0,77 | 1 015 | −0,29 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 9 119 | −1,77 | 718 | −1,24 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 31 659 | −6,45 | 2 492 | −5,96 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 206 203 | −12,64 | 16 228 | −12,17 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 3 457 109 | −1,90 | 272 074 | −1,37 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 707 235 | −15,08 | 55 659 | −14,63 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 529 737 | −3,27 | 42 | −2,38 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 16 501 | −28,33 | 1 299 | −27,97 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 557 | −93,18 | 643 | 0,63 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 18 920 | −0,30 | 1 489 | 0,27 | ||||
| 2025-04-24 | 13F | Park Place Capital Corp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Davis R M Inc | 4 500 | −1,10 | 354 | −0,56 | ||||
| 2025-05-09 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 242 492 | −1,16 | 19 084 | −0,63 | ||||
| 2025-05-09 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 4 232 | −4,73 | 333 | −4,03 | ||||
| 2025-05-06 | 13F | Redwood Park Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Simmons Bank | 7 573 | −5,11 | 596 | −4,65 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 3 677 | −9,03 | 289 | −8,54 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2 948 | −78,48 | 233 | −78,26 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 52 523 | −4,31 | 4 134 | −3,79 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 34 091 | −7,73 | 2 683 | −6,62 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 31 746 | −7,01 | 2 498 | −6,51 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 4 320 | −11,93 | 340 | −11,49 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2 532 898 | −0,98 | 199 339 | −0,45 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 14 943 | −0,28 | 1 176 | 0,17 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 42 869 | −33,55 | 3 374 | −33,19 | ||||
| 2025-07-30 | 13F | Sterling Investment Management, Inc. | 56 053 | −4,76 | 4 411 | −4,25 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 332 107 | −1,57 | 26 137 | −1,05 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 7 125 | −1,74 | 561 | −1,23 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 80 895 | −18,63 | 6 366 | −18,20 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 5 055 | −0,51 | 398 | 0,00 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 92 494 | −5,90 | 7 | 0,00 | ||||
| 2025-05-09 | 13F | Conquis Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 60 670 | −7,54 | 4 775 | −7,05 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 5 645 | −11,16 | 442 | −11,27 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 115 506 | −4,08 | 9 | 0,00 | ||||
| 2025-04-14 | 13F | Broadway Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 169 721 | −1,62 | 13 357 | −1,10 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2 564 | −2,17 | 202 | −1,95 | ||||
| 2025-04-10 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1 165 | −20,04 | 92 | −20,18 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 88 805 | −56,06 | 6 989 | −55,83 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 29 991 | −5,11 | 2 360 | −4,61 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 754 404 | −0,72 | 59 372 | −0,19 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 29 150 | −0,73 | 2 294 | −0,17 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 157 322 | −1,11 | 12 381 | −0,57 | ||||
| 2025-05-08 | 13F | Howland Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4 311 017 | −6,82 | 339 277 | −6,32 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 47 384 | −11,71 | 3 729 | −11,24 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 3 980 | −0,05 | 313 | 0,64 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5 274 | −10,02 | 415 | −9,39 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 113 649 | −18,28 | 8 943 | −17,85 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 68 179 | −3,23 | 5 366 | −2,70 | ||||
| 2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 15 690 | −14,55 | 1 235 | −14,13 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Cumberland Partners Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Coastline Trust Co | 1 604 | −11,38 | 126 | −10,64 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 17 965 | −4,11 | 1 408 | −4,02 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 6 071 | −37,20 | 478 | −36,90 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 143 | −96,90 | 11 | −96,95 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 6 912 | −0,13 | 544 | 0,37 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 4 921 | −1,09 | 387 | −0,51 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 22 193 | −0,78 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 51 419 | −7,71 | 4 047 | −7,22 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 10 282 | −6,65 | 809 | −6,15 | ||||
| 2025-07-17 | 13F | Hansen & Associates Financial Group, Inc. | 19 948 | −2,00 | 1 568 | −1,57 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 7 489 | −25,30 | 589 | −24,87 | ||||
| 2025-04-15 | 13F | Atwood & Palmer Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 12 474 | −7,42 | 982 | −6,93 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 19 872 | −5,10 | 1 564 | −4,64 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 6 065 | −4,56 | 477 | −4,02 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 183 185 | −1,10 | 14 417 | −0,57 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 6 371 | −1,67 | 501 | −1,18 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 2 711 | −13,55 | 213 | −13,06 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 19 229 | −0,31 | 1 513 | 0,27 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional/Vanguard Total Bond Fund Service Class | 3 457 109 | −1,90 | 272 074 | −1,37 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 33 887 | −11,10 | 2 667 | −10,66 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 26 137 | −4,37 | 2 057 | −3,88 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 116 905 | −9,51 | 9 200 | −9,03 | ||||
| 2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 116 296 | −1,44 | 10 181 | 10,22 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 103 739 | −0,75 | 8 164 | −0,21 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 14 378 | −46,88 | 1 127 | −46,81 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 3 432 | −13,88 | 270 | −13,18 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 112 274 | −1,23 | 8 836 | −0,71 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 37 830 | −20,47 | 3 | −33,33 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 435 969 | −3,77 | 34 311 | −3,26 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 5 798 | −0,10 | 456 | 0,44 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 12 487 | −7,48 | 983 | −7,01 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 6 565 | −3,43 | 515 | −3,20 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 5 886 | −16,24 | 463 | −15,82 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 6 861 | −4,55 | 540 | −4,09 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 34 649 | −0,25 | 2 727 | 0,26 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Friedenthal Financial | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | A. D. Beadell Investment Counsel, Inc. | 6 055 | −4,86 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 88 147 | −15,92 | 6 937 | −15,46 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 9 825 | −5,37 | 759 | −6,65 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 44 750 | −9,53 | 3 522 | −9,04 | ||||
| 2025-08-12 | 13F | Camden National Bank | 4 023 | −2,43 | 317 | −1,86 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 67 573 | −2,38 | 5 318 | −1,85 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 27 418 | −7,33 | 2 158 | −6,83 | ||||
| 2025-05-02 | 13F | Legacy Capital Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 44 996 | −4,16 | 3 541 | −3,65 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 71 550 | −0,82 | 5 631 | −0,30 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 19 486 | −3,44 | 1 534 | −2,91 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-08 | 13F | Beese Fulmer Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 24 929 | −17,07 | 1 962 | −16,66 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 11 634 | −1,71 | 916 | −1,19 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 17 468 | −5,73 | 1 375 | −5,24 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 37 581 | −3,34 | 2 958 | −2,83 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 6 719 | −2,81 | 529 | −2,40 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 3 277 | −2,79 | 258 | −2,28 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 4 871 | −1,22 | 383 | −0,78 | ||||
| 2025-05-06 | 13F | MCF Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 81 574 | −24,83 | 6 420 | −24,44 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 14 190 | −20,95 | 1 117 | −20,57 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 67 918 | −13,06 | 5 345 | 88 983,33 | ||||
| 2025-05-08 | 13F | New York Life Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 6 723 | −51,34 | 1 | −100,00 | ||||
| 2025-08-01 | 13F | Wincap Financial Llc | 3 408 | −96,20 | 268 | −96,18 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 34 049 | −33,63 | 3 | −33,33 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 10 363 | −7,46 | 816 | −6,96 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 54 425 | −0,53 | 4 273 | 0,00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 241 | −14,18 | 98 | −14,16 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 25 029 | −25,48 | 1 970 | −25,10 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 109 650 | −35,01 | 8 629 | −34,66 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 53 | −74,40 | 4 | −75,00 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 135 376 | −0,88 | 10 654 | −0,35 | ||||
| 2025-05-14 | 13F | Brown Brothers Harriman & Co | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Graypoint LLC | 15 586 | −13,11 | 1 227 | −12,68 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 34 905 | −89,24 | 2 747 | −89,18 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 152 | −24,00 | 12 | −26,67 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Cornerstone Investment Partners, LLC | 142 659 | −3,54 | 11 227 | −3,01 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 399 764 | −2,13 | 31 461 | −1,60 | ||||
| 2025-04-16 | 13F | Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 13 740 | −25,57 | 1 075 | −25,61 | ||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 51 009 | −0,34 | 4 014 | 0,20 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 4 819 | −8,90 | 379 | −8,45 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 30 801 | −1,77 | 2 424 | −1,22 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 15 900 | −9,62 | 1 251 | −9,15 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 393 | −37,52 | 31 | −38,78 | ||||
| 2025-08-14 | 13F | Man Group plc | 139 943 | −11,78 | 11 014 | −11,31 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 194 290 | −1,20 | 15 291 | −0,67 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 28 568 | −7,29 | 2 248 | −6,80 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 79 224 | −0,02 | 6 235 | 0,50 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 19 127 | −8,34 | 1 505 | −7,84 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2 658 | −40,68 | 209 | −40,29 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5 622 | −60,51 | 442 | −60,32 | ||||
| 2025-07-10 | 13F | Ahl Investment Management, Inc. | 44 914 | −0,11 | 3 535 | 0,43 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 3 196 | −31,15 | 252 | −30,85 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 36 239 | −8,37 | 2 852 | −7,82 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 7 105 | −2,03 | 559 | −1,41 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 25 299 | −21,05 | 1 991 | −20,61 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 30 032 | −0,26 | 2 365 | 0,34 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 508 | −96,26 | 40 | −96,33 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 3 048 | −0,49 | 240 | 0,00 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 6 488 | −2,52 | 1 | |||||
| 2025-08-05 | 13F | Navalign, LLC | 24 216 | −19,17 | 1 906 | −18,76 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 4 157 | −37,07 | 327 | −36,75 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 104 212 | −1,81 | 8 201 | −1,29 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 744 272 | −2,48 | 58 574 | −1,96 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 101 998 | −1,32 | 8 027 | −0,78 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 52 225 | −4,39 | 4 110 | −3,86 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1 621 727 | −4,53 | 126 819 | −4,33 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 2 609 | −20,94 | 205 | −20,54 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 578 | −13,99 | 45 | −13,46 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 4 653 | −13,91 | 366 | −13,48 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 738 | −3,78 | 58 | −3,33 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 28 167 | −4,23 | 2 212 | −3,79 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 23 643 | −20,31 | 1 861 | −19,90 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 5 073 | −0,90 | 399 | 1,01 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 27 647 | −31,53 | 2 161 | −31,62 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Elgethun Capital Management | 5 310 | −17,80 | 418 | −17,43 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 28 648 | −5,25 | 2 255 | −4,73 | ||||
| 2025-05-13 | 13F | Centerpoint Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 31 083 | −0,48 | 2 446 | 0,08 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9 599 | −19,28 | 755 | −18,82 | ||||
| 2025-08-07 | 13F | Nwam Llc | 153 425 | −2,38 | 12 075 | −1,85 | ||||
| 2025-05-15 | 13F | Prelude Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 67 132 | −6,98 | 5 283 | −5,25 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 54 085 | −0,01 | 4 256 | 0,52 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 28 262 | −49,18 | 2 224 | −48,91 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Mountain Pacific Investment Advisers Inc/id | 174 076 | −1,57 | 13 700 | −1,04 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 18 117 | −1,31 | 1 426 | −0,77 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 242 904 | −0,66 | 19 117 | −0,13 | ||||
| 2025-05-14 | 13F | Delta Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 95 383 | −2,23 | 7 507 | −1,70 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 8 416 | −23,84 | 662 | −23,47 | ||||
| 2025-05-08 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 2 837 | −26,08 | 223 | −25,75 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 24 413 | −8,73 | 1 911 | −8,13 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 22 663 | −10,32 | 1 784 | −9,86 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 35 118 | −1,73 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 33 234 | −5,32 | 2 616 | −4,81 | ||||
| 2025-07-31 | 13F | Alamar Capital Management, LLC | 8 000 | −0,25 | 630 | 0,32 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 7 082 | −0,01 | 554 | 0,00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 8 606 | −8,65 | 677 | −8,14 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 95 757 | −0,67 | 8 | 0,00 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 3 001 | −2,79 | 236 | −2,07 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 4 247 | −8,41 | 334 | −7,73 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 10 929 | −7,45 | 860 | −6,93 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 9 402 | −4,57 | 740 | −4,15 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 245 438 | −0,22 | 19 316 | 0,32 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 3 828 | −7,00 | 301 | −6,52 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 78 605 | −6,72 | 6 186 | −6,22 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 11 568 | −4,30 | 910 | −3,81 | ||||
| 2025-08-14 | 13F | Fmr Llc | 27 605 | −87,17 | 2 173 | −87,10 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 12 748 | −31,81 | 1 003 | −31,44 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 33 997 | −25,85 | 3 | −33,33 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 3 062 | −60,43 | 241 | −60,33 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-06-26 | NP | FARX - Frontier Asset Absolute Return ETF | 35 772 | −6,38 | 2 818 | −4,96 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 7 577 | −0,08 | 596 | 0,51 | ||||
| 2025-07-18 | 13F | Loudon Investment Management, LLC | 10 655 | −1,62 | 839 | −1,06 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 5 446 | −3,73 | 429 | −3,17 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 53 283 | −2,29 | 4 193 | −1,76 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 45 492 | −4,95 | 3 580 | −4,43 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 41 381 | −6,38 | 3 253 | −5,96 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 9 220 | −0,91 | 726 | −0,41 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 17 113 | −3,05 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 35 093 | −6,95 | 2 762 | −6,47 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 20 467 | −4,03 | 1 611 | −3,54 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 2 021 291 | −1,50 | 159 076 | −0,97 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 135 563 | −4,68 | 10 669 | −4,17 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 391 744 | −0,07 | 30 830 | 0,47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 915 109 | −6,00 | 386 819 | −5,49 | ||||
| 2025-04-22 | 13F | Merkkuri Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 2 966 | −5,42 | 233 | −4,90 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 6 287 | −2,03 | 495 | −1,59 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 31 101 | −1,65 | 2 448 | −1,13 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 3 519 | −33,67 | 277 | −33,49 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 18 230 | −29,07 | 1 435 | −28,73 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 4 169 | −3,34 | 328 | −2,67 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 12 458 | −2,51 | 980 | −0,71 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 8 799 | −0,19 | 692 | 0,29 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 58 842 | −73,97 | 5 | −76,47 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 137 092 | −8,20 | 10 789 | −7,70 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 575 639 | −6,72 | 45 303 | −6,22 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 51 475 | −8,65 | 4 051 | −8,16 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 3 547 | −0,56 | 279 | 0,00 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 73 888 | −70,35 | 5 815 | −70,19 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 3 133 | −0,67 | 245 | −0,41 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 102 903 | −3,99 | 8 099 | −3,48 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 192 693 | −26,35 | 15 165 | −25,96 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 5 911 | −95,74 | 465 | −95,72 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 58 031 | −9,48 | 4 567 | −8,99 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 540 412 | −2,84 | 43 | −2,33 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 706 900 | −44,95 | 55 633 | −44,65 | ||||
| 2025-07-29 | 13F | Schubert & Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 59 915 | −1,61 | 4 715 | −1,07 | ||||
| 2025-07-29 | NP | JLMOX - Multi-Index Lifestyle Moderate Portfolio Class 1 | 37 138 | −0,91 | 2 910 | −0,58 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 3 528 | −73,10 | 278 | −72,66 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 2 255 871 | −68,53 | 177 537 | −68,28 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 4 467 | −2,91 | 352 | −2,50 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 13 960 | −9,20 | 1 099 | −8,73 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 47 106 | −0,47 | 3 707 | 0,08 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 76 274 | −3,11 | 6 003 | −2,60 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 21 | −82,79 | 2 | −88,89 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 6 723 | −12,01 | 529 | −11,71 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 50 585 | −3,34 | 3 981 | −2,81 | ||||
| 2025-08-06 | 13F | Van Cleef Asset Management,Inc | 9 780 | −0,51 | 770 | 0,00 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 113 109 | −1,30 | 8 902 | −0,77 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 10 158 | −29,25 | 799 | −28,85 | ||||
| 2025-07-14 | 13F | Chico Wealth RIA | 9 241 | −1,22 | 727 | −0,68 | ||||
| 2025-04-22 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Prostatis Group LLC | 42 166 | −13,50 | 3 318 | −13,05 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 9 963 | −7,42 | 784 | −6,89 | ||||
| 2025-07-29 | NP | JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 | 74 530 | −4,76 | 5 840 | −4,45 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 31 852 | −3,42 | 2 507 | −2,91 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 68 790 | −3,47 | 5 414 | −2,96 | ||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 4 967 | −96,91 | 13 218 | 4,90 | ||||
| 2025-05-13 | 13F | Kimelman & Baird, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 5 528 | −97,92 | 435 | −97,91 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 30 685 | −1,23 | 2 415 | −0,70 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 14 754 | −1,67 | 1 161 | −1,11 | ||||
| 2025-07-30 | 13F | Schwartz Investment Counsel Inc | 15 800 | −3,07 | 1 243 | −2,51 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 241 199 | −1,34 | 18 982 | −0,81 | ||||
| 2025-07-25 | 13F | Bull Street Advisors, LLC | 107 027 | −2,06 | 8 | 0,00 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 8 700 | −0,58 | 685 | −0,15 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 5 648 | −33,53 | 443 | −33,03 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 384 604 | −2,85 | 30 268 | −2,32 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 18 824 | −19,79 | 1 481 | −19,38 | ||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 24 867 | −10,21 | 1 957 | −9,73 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 13 538 | −3,44 | 1 065 | −2,92 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 19 988 | −12,49 | 1 573 | −11,98 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 792 001 | −0,68 | 62 330 | −0,14 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | OLIO Financial Planning | 4 366 | −47,75 | 344 | −47,55 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 9 116 | −4,55 | 717 | −4,02 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 2 694 | −48,26 | 212 | −47,91 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 37 359 | −0,47 | 2 940 | 0,07 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 528 638 | −0,52 | 41 361 | −0,57 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 39 498 | −14,71 | 3 108 | −14,24 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9 609 | −2,94 | 756 | −2,33 | ||||
| 2025-08-14 | 13F | Marquette Associates, Inc. | 73 690 | −4,16 | 5 799 | −3,64 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 54 424 | −10,27 | 4 283 | −9,79 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7 402 | −0,74 | 583 | −0,17 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 67 518 | −1,53 | 5 314 | −1,01 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 2 638 | −89,87 | 208 | −89,84 | ||||
| 2025-08-12 | 13F | Ames National Corp | 137 754 | −4,69 | 10 841 | −4,18 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 10 956 | −12,48 | 863 | −12,03 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 43 | −4,44 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 13 639 | −38,90 | 1 073 | −38,58 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 200 | −16,67 | 16 | −16,67 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 76 011 | −2,04 | 5 982 | −1,50 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 11 361 | −0,93 | 894 | −0,33 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 144 316 | −2,05 | 11 358 | −1,53 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 53 837 | −7,28 | 4 237 | −6,80 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 40 634 | −3,08 | 3 198 | −2,56 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 84 177 | −4,33 | 6 625 | −3,82 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 7 295 | −84,82 | 574 | −84,74 | ||||
| 2025-08-12 | 13F | Barr E S & Co | 488 355 | −5,71 | 38 434 | −5,21 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4 255 | −63,83 | 335 | −63,70 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 1 710 | −6,30 | 131 | −5,76 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 997 | −22,05 | 0 | |||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 4 232 | −3,60 | 333 | −2,92 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 100 790 | −1,71 | 7 932 | −1,17 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 11 612 | −9,32 | 914 | −8,88 | ||||
| 2025-07-15 | 13F | Fort Henry Capital, LLC | 221 547 | −0,18 | 17 436 | 0,36 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1 764 | −54,82 | 139 | −54,75 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 21 132 | −75,38 | 1 663 | −75,24 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 50 939 | −3,29 | 4 009 | −2,79 | ||||
| 2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 84 | −14,29 | 7 | −14,29 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 10 | −58,33 | 1 | −100,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 13 723 | −3,00 | 1 080 | −2,44 | ||||
| 2025-08-07 | 13F | Pcg Asset Management, Llc | 75 314 | −1,79 | 5 927 | −1,27 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Quantum Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 91 252 | −55,53 | 7 181 | −55,29 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 20 457 | −6,97 | 1 608 | −6,57 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 301 024 | −62,02 | 23 652 | −61,88 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 6 309 | −1,82 | 497 | −1,39 | ||||
| 2025-04-08 | 13F | Verde Capital Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Keynote Financial Services Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 83 612 | −8,03 | 6 580 | −7,53 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 83 853 | −66,78 | 6 599 | −66,60 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 6 365 | −2,33 | 501 | −1,96 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 2 187 | −6,54 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 2 651 | −0,75 | 208 | −0,96 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 50 992 | −3,21 | 4 013 | −2,69 | ||||
| 2025-05-15 | 13F | Macquarie Group Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 22 903 | −7,34 | 2 | 0,00 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 6 147 | −1,76 | 484 | −1,23 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 8 378 | −2,50 | 659 | −1,93 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 619 | −14,97 | 49 | −14,29 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 7 124 | −0,04 | 561 | 0,54 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 6 679 | −7,04 | 526 | −6,58 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 40 745 | −5,85 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 3 386 | −43,64 | 267 | −43,40 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 232 | −17,73 | 18 | −18,18 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1 289 516 | −2,26 | 101 | −1,94 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 12 135 | −0,82 | 955 | −0,21 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 661 | −10,73 | 209 | −10,30 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 645 | −42,50 | 208 | −42,22 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 3 090 | −18,06 | 243 | −17,63 | ||||
| 2025-05-01 | 13F | Fulton Breakefield Broenniman Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 390 | −67,31 | 31 | −67,74 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 16 907 | −0,82 | 1 331 | −0,30 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 3 550 | −32,06 | 279 | −30,77 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 4 136 | −31,32 | 325 | −31,00 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 6 959 | −6,70 | 548 | −6,17 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 19 678 | −8,38 | 1 549 | −7,91 | ||||
| 2025-04-30 | 13F | Rehmann Capital Advisory Group | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 9 725 | −33,69 | 765 | −33,30 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 3 877 | −51,78 | 305 | −51,51 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 17 906 | −9,07 | 1 409 | −8,57 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 2 560 | −10,55 | 201 | −10,27 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 340 102 | −5,80 | 26 766 | −5,30 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 48 781 | −0,39 | 3 839 | 0,16 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 2 757 | −12,03 | 216 | −11,16 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 2 831 | −5,19 | 223 | −4,72 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 3 757 | −23,12 | 294 | −23,04 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 382 030 | −3,11 | 30 066 | −2,59 | ||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 48 511 | −2,22 | 3 818 | −1,70 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 43 498 | −0,93 | 3 423 | −0,38 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 13 119 | −15,11 | 1 032 | −14,64 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 153 712 | −15,13 | 12 097 | −14,67 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 16 647 | −0,19 | 1 303 | 1,16 | ||||
| 2025-05-07 | 13F | Financially Speaking Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Boston Family Office Llc | 63 773 | −9,76 | 5 | 0,00 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 2 669 | −86,25 | 210 | −86,18 | ||||
| 2025-04-09 | 13F | Pioneer Wealth Management Group | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Graney & King, LLC | 9 | −85,00 | 1 | −100,00 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 25 027 | −1,79 | 1 970 | −1,25 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 4 034 | −0,98 | 317 | −0,31 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 559 | −88,32 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aureus Asset Management, LLC | 13 164 | −8,30 | 1 036 | −7,75 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 39 405 | −6,00 | 3 101 | −5,49 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 6 660 | −1,04 | 524 | −0,38 | ||||
| 2025-08-07 | 13F | Delta Financial Advisors Llc | 4 647 | −4,28 | 366 | −3,95 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 20 690 | −6,68 | 1 628 | −6,17 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 2 898 | −3,98 | 228 | −3,39 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 5 093 | −13,10 | 401 | −12,66 | ||||
| 2025-06-26 | NP | TDSB - Cabana Target Drawdown 7 ETF | 45 260 | −77,47 | 3 566 | −76,84 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 150 | −94,72 | 12 | −95,05 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 21 264 | −10,80 | 1 673 | −10,34 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 190 176 | −12,55 | 14 967 | −12,08 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 1 198 | −22,51 | 94 | −22,31 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 8 033 | −2,51 | 632 | −2,02 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 5 461 | −66,67 | 428 | −66,61 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 3 310 | −1,63 | 260 | −1,14 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 27 455 | −8,59 | 2 161 | −8,12 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 282 082 | −3,03 | 22 200 | −2,51 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 58 247 | −1,34 | 4 584 | −0,80 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 4 395 | −13,64 | 346 | −13,32 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 17 139 | −0,40 | 1 349 | 0,15 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 29 264 | −25,60 | 2 303 | −25,18 | ||||
| 2025-05-06 | 13F | Clifford Swan Investment Counsel Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 145 790 | −0,93 | 11 474 | −0,40 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 42 015 | −1,48 | 3 307 | −0,96 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 8 874 | −13,92 | 698 | −13,51 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 3 930 | −6,47 | 309 | −5,79 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8 863 | −10,62 | 698 | −10,18 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 120 337 | −8,27 | 9 470 | −7,78 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 99 731 | −2,62 | 7 849 | −2,10 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 12 205 | −7,36 | 961 | −6,89 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 13 260 | −74,59 | 1 044 | −74,44 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 367 979 | −0,25 | 28 960 | 0,28 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7 468 753 | −11,27 | 587 791 | −10,79 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 58 010 | −0,25 | 4 565 | 0,29 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 116 781 | −49,80 | 9 | −50,00 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 4 205 | −0,10 | 331 | 0,30 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8 117 | −0,33 | 639 | 0,16 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 36 445 | −4,86 | 2 868 | −4,34 | ||||
| 2025-04-11 | 13F | Lake Hills Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 3 187 | −12,68 | 249 | −12,63 | ||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 196 590 | −44,54 | 15 472 | −44,24 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 5 128 | −38,58 | 404 | −38,28 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4 392 617 | −10,68 | 345 699 | −10,20 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | New Millennium Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 38 685 | −1,94 | 3 045 | −1,42 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 222 508 | −0,77 | 17 511 | −0,24 | ||||
| 2025-07-10 | 13F | Aua Capital Management, Llc | 33 186 | −0,15 | 2 612 | 0,38 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 4 993 | −2,92 | 393 | −2,49 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1 017 | −30,86 | 80 | −30,43 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 8 799 | −4,38 | 692 | −3,89 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3 476 | −8,72 | 274 | −7,14 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 3 418 | −2,37 | 269 | −1,82 | ||||
| 2025-08-08 | 13F | Creative Planning | 513 072 | −7,01 | 40 379 | −6,52 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 138 941 | −59,61 | 10 935 | −59,39 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 2 952 | −10,60 | 232 | −10,08 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 49 903 | −0,41 | 3 927 | 0,13 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 4 008 | −20,51 | 315 | −20,05 | ||||
| 2025-04-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 59 893 | −32,40 | 4 714 | −32,04 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 53 416 | −41,83 | 4 204 | −40,76 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 45 404 | −1,12 | 3 573 | −0,58 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 3 472 | −6,74 | 271 | −6,87 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 6 605 | −25,18 | 520 | −24,89 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 29 671 | −3,34 | 2 335 | −2,79 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 6 529 | −0,99 | 514 | −0,58 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1 259 | −19,76 | 99 | −18,85 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 0 | −100,00 | 0 | |||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Income ETF | 7 652 | −11,52 | 603 | −10,28 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 134 952 | −2,44 | 10 621 | −1,92 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 2 314 | −2,16 | 182 | −1,62 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 9 241 | −5,50 | 727 | −4,97 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 31 693 | −4,24 | 2 494 | −3,71 | ||||
| 2025-08-18 | 13F | V2 Financial group LLC | 4 110 | −1,30 | 323 | −0,62 | ||||
| 2025-04-22 | 13F | Jfs Wealth Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 114 540 | −1,06 | 9 014 | −0,52 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Vantagepoint Investment Advisers Llc | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Granite Investment Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 34 907 | −10,53 | 3 | −33,33 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 158 059 | −1,52 | 12 439 | −0,99 | ||||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 24 873 | −12,06 | 1 958 | −11,61 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 1 019 | −19,38 | 0 | |||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 4 298 | −4,21 | 338 | −3,70 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 88 103 | −21,28 | 6 934 | −20,86 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 323 984 | −0,68 | 25 498 | −0,14 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 54 127 | −3,16 | 4 260 | −2,65 | ||||
| 2025-05-14 | 13F | Idaho Trust Bank | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Hardy Reed LLC | 24 821 | −0,05 | 1 953 | 0,51 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Oak Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 24 592 | −3,42 | 1 935 | −2,91 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 313 056 | −3,07 | 103 | −2,83 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 75 414 | −18,96 | 5 935 | −18,52 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 53 156 | −1,65 | 4 183 | −1,11 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 7 984 | −41,44 | 628 | −41,14 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Jacobsen Capital Management | 33 096 | −4,09 | 2 605 | −3,59 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 15 687 | −3,93 | 1 228 | −2,70 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 8 423 | −16,40 | 663 | −15,99 | ||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF | 111 159 | −65,29 | 8 710 | −64,29 | ||||
| 2025-05-02 | 13F | Seaside Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 22 545 | −0,12 | 1 774 | 0,40 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 29 436 | −63,31 | 2 317 | −63,12 | ||||
| 2025-08-07 | 13F | Commerce Bank | 106 004 | −34,88 | 8 343 | −34,53 | ||||
| 2025-05-06 | 13F | SYM FINANCIAL Corp | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 21 515 | −1,99 | 1 687 | −1,86 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 221 196 | −0,81 | 17 408 | −0,27 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 2 877 | −44,56 | 226 | −44,33 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 5 981 | −8,80 | 471 | −8,38 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 11 872 | −1,84 | 934 | −1,27 |
