CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF - Institutionellt ägande - Säljare

Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
US ˙ BATS ˙ US69374H8575

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.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-07-18 13F QTR Family Wealth, LLC 15 377 −6,66 612 −0,81
2025-07-17 13F Investment Research & Advisory Group, Inc. 0 −100,00 0
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 0 −100,00 0
2025-07-25 13F Kellett Schaffner Wealth Advisors LLC 0 −100,00 0
2025-08-04 13F Pensionmark Financial Group, Llc 33 115 −52,10 1 318 −49,15
2025-08-15 13F Captrust Financial Advisors 68 746 −9,45 2 737 −3,83
2025-05-08 13F Lindenwold Advisors 0 −100,00 0 −100,00
2025-08-08 13F Pnc Financial Services Group, Inc. 1 148 −0,95 46 4,65
2025-05-08 13F Mma Asset Management Llc 0 −100,00 0
2025-04-11 13F DHK Financial Advisors, Inc. 0 −100,00 0
2025-08-14 13F Visionary Wealth Advisors 39 086 −8,20 1 556 −2,51
2025-07-16 13F One + One Wealth Management, Llc 67 269 −29,73 2 678 −25,40
2025-07-22 13F Belpointe Asset Management LLC 10 425 −3,83 415 2,22
2025-08-13 13F Gateway Wealth Partners, LLC 5 204 −14,77 207 −9,21
2025-08-08 13F Firestone Capital Management 54 635 −9,54 2 175 −3,93
2025-08-12 13F Integrated Advisors Network LLC 0 −100,00 0
2025-05-14 13F JT Stratford LLC 0 −100,00 0
2025-04-10 13F Amplius Wealth Advisors, LLC 0 −100,00 0 −100,00
2025-08-14 13F Hilltop Holdings Inc. 5 792 −15,07 231 −9,80
2025-05-14 13F PKS Advisory Services, LLC 0 −100,00 0
2025-08-13 13F Allie Family Office LLC 5 910 −39,96 235 −36,31
2025-08-15 13F WFA of San Diego, LLC 952 −55,84 38 −63,00
2025-07-10 13F Focus Financial Network, Inc. 11 462 −94,05 456 −93,69
2025-07-28 13F Copia Wealth Management 58 809 −7,05 2 341 −1,31
2025-05-08 13F Vestcor Inc 0 −100,00 0
2025-08-04 13F IFG Advisory, LLC 6 418 −27,94 256 −23,42
2025-07-09 13F Pacific Capital Wealth Advisors, Inc 53 635 −0,59 2 190 8,26
2025-04-10 13F Sugar Maple Asset Management, LLC 0 −100,00 0
2025-05-12 13F Ellerson Group Inc /adv 0 −100,00 0
2025-05-15 13F Wolverine Trading, Llc 0 −100,00 0
2025-08-15 13F Northeast Financial Consultants Inc 13 527 −46,67 539 −43,43
2025-05-29 13F Apeiron RIA LLC 0 −100,00 0
2025-08-12 13F O'shaughnessy Asset Management, Llc 555 −66,36 22 −63,93
2025-08-13 13F Brown Advisory Inc 26 216 −29,76 1 044 −25,45
2025-08-05 13F Atlas Private Wealth Advisors 7 180 −8,10 286 −2,40
2025-07-17 13F Coastline Trust Co 1 725 −56,08 69 −53,74
2025-08-06 13F Mascagni Wealth Management, Inc. 6 543 −25,20 260 −20,73
2025-04-29 13F Bank of New York Mellon Corp 0 −100,00 0
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 175 642 −9,00 6 986 −3,15
2025-08-12 13F/A Cozad Asset Management Inc 75 938 −25,59 3 023 −21,01
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
2025-08-14 13F DecisionPoint Financial, LLC 0 −100,00 0
2025-07-22 13F Mascoma Wealth Management LLC 0 −100,00 0
2025-05-09 13F Cary Street Partners Financial Llc 0 −100,00 0
2025-07-17 13F MBA Advisors LLC 0 −100,00 0
2025-08-05 13F Sigma Planning Corp 52 099 −30,19 2 074 −25,88
2025-05-14 13F Caitlin John, LLC 0 −100,00 0
2025-08-11 13F NewEdge Wealth, LLC 15 092 −38,15 605 −33,99
2025-08-14 13F Glen Eagle Advisors, LLC 25 909 −30,51 1 032 −26,25
2025-07-15 13F Sheets Smith Wealth Management 25 057 −45,84 998 −42,54
2025-08-11 13F Summit Wealth Partners, LLC 5 389 −85,53 215 −84,67
2025-07-14 13F Opal Wealth Advisors, LLC 11 116 −33,69 443 −29,62
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-05-06 13F USAdvisors Wealth Management, LLC 0 −100,00 0
2025-04-16 13F Sanchez Wealth Management Group 0 −100,00 0
2025-08-12 13F Jpmorgan Chase & Co 5 591 −54,71 223 −51,95
2025-05-15 13F Ironwood Investment Management Llc 0 −100,00 0
2025-05-15 13F Camarda Financial Advisors, LLC 0 −100,00 0
2025-07-09 13F Dynamic Advisor Solutions LLC 0 −100,00 0
2025-07-25 13F Prostatis Group LLC 0 −100,00 0
2025-08-14 13F Synovus Financial Corp 15 399 −50,68 613 −47,61
2025-08-13 13F Russell Investments Group, Ltd. 38 −93,57 2 −95,45
2025-08-20 13F Forefront Wealth Partners, LLC 0 −100,00 0
2025-08-05 13F Tme Financial, Inc. 12 203 −18,33 486 −13,39
2025-08-11 13F CBIZ Investment Advisory Services, LLC 0 −100,00 0
2025-05-15 13F StoneX Group Inc. 0 −100,00 0 −100,00
2025-05-02 13F Grant Street Asset Management, Inc. 0 −100,00 0
2025-08-07 13F Panoramic Investment Advisors, Llc 0 −100,00 0
2025-08-08 13F Kingsview Wealth Management, LLC 50 266 −7,90 2 001 −2,20
2025-04-29 13F Riggs Asset Managment Co. Inc. 0 −100,00 0
2025-08-13 13F MONECO Advisors, LLC 16 182 −82,57 644 −81,49
2025-08-12 13F Leigh Baldwin & Co., Llc 5 790 −54,09 231 −51,27
2025-08-01 13F Penobscot Wealth Management 25 144 −14,36 1 001 −9,08
2025-08-12 13F LPL Financial LLC 4 469 368 −8,58 177 948 −2,94
2025-05-06 13F Sage Advisory Services, Ltd.Co. 0 −100,00 0
2025-08-13 13F Cerity Partners LLC 5 361 −33,31 213 −29,24
2025-08-11 13F Intrepid Financial Planning Group LLC 5 231 −2,17 208 4,00
2025-04-14 13F Menlo Advisors Llc 0 −100,00 0
2025-04-21 13F Provident Wealth Management, LLC 0 −100,00 0
2025-07-17 13F Avondale Wealth Management 12 828 −94,37 511 −94,03
2025-08-12 13F Titleist Asset Management, Llc 20 760 −8,65 827 −3,05
2025-08-14 13F Paragon Private Wealth Management, LLC 30 598 −5,83 1 218 0,00
2025-08-15 13F Equitable Holdings, Inc. 144 640 −39,91 5 759 −36,21
2025-07-16 13F ORG Partners LLC 7 232 −7,66 295 −0,34
2025-08-14 13F Garden State Investment Advisory Services LLC 40 523 −3,33 1 613 2,67
2025-07-17 13F Clay Northam Wealth Management, LLC 80 164 −1,12 3 192 4,97
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 1 030 962 −17,22 41 −10,87
2025-07-22 13F Apexium Financial, Lp 12 875 −44,12 513 −40,67
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-08-14 13F Fmr Llc 1 344 −77,58 54 −76,34
2025-07-22 13F Comprehensive Financial Consultants Institutional, Inc. 21 374 −7,01 851 −1,16
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 456 222 −24,78 18 892 −16,93
2025-07-22 13F Inlight Wealth Management, LLC 98 217 −6,15 3 911 −0,36
2025-08-13 13F Renaissance Technologies Llc 0 −100,00 0
2025-08-14 13F Financial Network Wealth Advisors LLC 917 −20,95 37 −16,28
2025-07-21 13F Ameritas Advisory Services, LLC 15 778 −40,31 628 −43,01
2025-08-15 13F First Heartland Consultants, Inc. 20 892 −37,64 832 −33,84
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-07 13F PFG Advisors 112 295 −43,10 4 471 −39,58
2025-08-12 13F Change Path, LLC 14 066 −25,07 560 −20,34
2025-08-14 13F Diversify Advisory Services, LLC 0 −100,00 0
2025-07-11 13F Adirondack Trust Co 5 378 −33,74 214 −29,61
2025-07-28 13F Harbour Investments, Inc. 48 786 −97,42 1 942 −97,26
2025-07-29 13F Stratos Wealth Partners, LTD. 75 918 −17,36 3 023 −12,28
2025-07-28 13F Cushing Capital Partners, LLC 23 995 −17,36 955 −12,22
2025-08-14 13F IHT Wealth Management, LLC 137 929 −1,46 5 492 4,63
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-08-15 13F Morgan Stanley 5 778 462 −35,88 230 070 −31,92
2025-05-13 13F ASB Consultores, LLC 0 −100,00 0
2025-05-28 13F GK Wealth Management LLC 0 −100,00 0
2025-07-31 13F Conservest Capital Advisors, Inc. 13 430 −92,40 535 −91,94
2025-07-25 13F Lion Street Advisors, LLC 7 642 −46,48 304 −43,18
2025-07-30 13F Insight Advisors, LLC/ PA 10 910 −84,95 434 −84,03
2025-08-13 13F Flow Traders U.s. Llc 24 353 −15,93 1 −100,00
2025-07-18 13F Madrona Financial Services, LLC 0 −100,00 0
2025-07-18 13F Trilogy Capital Inc. 17 105 −16,47 681 −11,21
2025-05-01 13F FDx Advisors, Inc. 0 −100,00 0
2025-04-21 13F Hartford Financial Management Inc. 0 −100,00 0
2025-07-17 13F Venture Visionary Partners LLC 0 −100,00 0
2025-07-24 13F Moseley Investment Management Inc 10 065 −4,48 401 1,27
2025-08-13 13F Transce3nd, LLC 0 −100,00 0
2025-08-06 13F Capasso Planning Partners LLC 12 444 −28,08 495 −23,61
2025-07-23 13F Heck Capital Advisors, LLC 0 −100,00 0
2025-08-07 13F Kestra Private Wealth Services, Llc 92 910 −10,85 3 699 −5,35
2025-08-14 13F Clark Capital Management Group, Inc. 0 −100,00 0
2025-07-22 13F IVC Wealth Advisors LLC 11 593 −5,62 462 0,22
2025-05-01 13F Alaska Permanent Capital Management 0 −100,00 0
2025-07-31 13F Oppenheimer & Co Inc 119 042 −9,42 4 740 −3,84
2025-07-17 13F Black Point Wealth Management 0 −100,00 0 −100,00
2025-08-04 13F Spire Wealth Management 170 −87,87 7 −88,46
2025-08-14 13F Financial Engines Advisors L.L.C. 0 −100,00 0
2025-05-01 13F MTM Investment Management, LLC 0 −100,00 0
2025-05-13 13F Capstone Wealth Management Group LLC 0 −100,00 0
2025-08-01 13F Belvedere Trading LLC Call 0 −100,00 0
2025-07-29 13F Signature Estate & Investment Advisors Llc 26 382 −3,37 1 050 2,64
2025-07-25 13F Cwm, Llc 6 273 −12,69 0
2025-05-13 13F Quadrature Capital Ltd 0 −100,00 0 −100,00
2025-07-22 13F Kraematon Investment Advisors, Inc 9 197 −55,49 366 −52,71
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 9 215 −86,27 367 −85,42
2025-08-13 13F Trustmark National Bank Trust Department 81 670 −10,15 3 252 −4,61
2025-05-14 13F ZEGA Investments, LLC 0 −100,00 0
2025-04-30 13F Sharkey, Howes & Javer 0 −100,00 0
2025-08-14 13F CIBC World Markets Inc. 7 709 −85,03 307 −84,15
2025-08-14 13F Benjamin Edwards Inc 66 492 −17,15 2 647 −12,03
2025-07-16 13F Moneywise, Inc. 66 326 −26,83 2 641 −22,33
2025-08-13 13F Sepio Capital, LP 0 −100,00 0
2025-07-18 13F PFG Investments, LLC 5 318 −15,84 212 −10,59
2025-07-22 13F Visionary Horizons, LLC 7 253 −77,16 289 −75,80
2025-07-18 13F Truist Financial Corp 16 956 −34,22 675 −30,12
2025-05-13 13F Thrivent Financial For Lutherans 0 −100,00 0
2025-07-14 13F Park Avenue Securities Llc 6 710 −64,86 0
2025-07-28 13F Sagespring Wealth Partners, Llc 0 −100,00 0
2025-05-14 13F Cascade Investment Group, Inc. 0 −100,00 0
2025-08-06 13F Nvwm, Llc 22 838 −29,96 909 −25,61
2025-07-25 13F Atria Wealth Solutions, Inc. 163 339 −57,74 6 531 −54,94
2025-08-19 13F Advisory Services Network, LLC 55 824 −43,54 2 244 −39,47
2025-08-13 13F JBR Co Financial Management Inc 40 309 −11,64 1 605 −6,20
2025-07-11 13F First PREMIER Bank 59 037 −9,99 2 0,00
2025-05-12 13F Cypress Capital Group 0 −100,00 0
2025-07-28 13F RFG Advisory, LLC 0 −100,00 0
2025-08-06 13F Prospera Financial Services Inc 68 982 −19,14 2 748 −14,12
2025-08-14 13F Raymond James Financial Inc 3 107 425 −20,25 123 722 −15,33
2025-07-24 13F Us Bancorp \de\ 800 −34,05 32 −31,11
2025-04-22 13F XML Financial, LLC 0 −100,00 0
2025-08-14 13F Mercer Global Advisors Inc /adv 8 482 −67,86 338 −65,93
2025-08-06 13F Moors & Cabot, Inc. 55 896 −11,28 2 225 −5,80
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 9 067 −58,79 361 −56,36
2025-07-28 13F Duncker Streett & Co Inc 6 −88,00 0 −100,00
2025-08-14 13F Mpwm Advisory Solutions, Llc 70 −36,94 3 −50,00
2025-05-09 13F Syntegra Private Wealth Group, LLC 0 −100,00 0
2025-08-14 13F UBS Group AG 1 817 663 −35,20 72 370 −31,20
2025-08-12 13F Financial Advocates Investment Management 45 557 −5,68 1 814 0,11
2025-04-25 13F Hixon Zuercher, LLC 0 −100,00 0
2025-07-31 13F Keeler THomas Management LLC 0 −100,00 0
2025-08-13 13F Plan Group Financial, LLC 61 855 −32,41 2 463 −28,24
2025-07-31 13F Leavell Investment Management, Inc. 13 862 −45,50 552 −42,18
2025-07-15 13F Oregon Pacific Wealth Management, LLC 33 781 −4,66 1 345 1,20
2025-08-11 13F Western Wealth Management, LLC 28 890 −4,54 1 150 1,41
2025-08-08 13F Emerald Investment Partners, Llc 0 −100,00 0
2025-05-13 13F Hartland & Co., LLC 0 −100,00 0
2025-08-08 13F Thoroughbred Financial Services, Llc 11 413 −63,59 0 −100,00
2025-04-18 13F Edge Financial Advisors LLC 0 −100,00 0
2025-07-22 13F Coastal Investment Advisors, Inc. 150 −64,45 6 −66,67
2025-08-14 13F Betterment LLC 7 590 −23,26 0
2025-08-14 13F Royal Bank Of Canada 1 197 519 −24,82 47 679 −20,18
2025-07-15 13F Attessa Capital LLC 0 −100,00 0
2025-08-14 13F/A Rockefeller Capital Management L.P. 363 287 −41,06 14 464 −37,42
2025-05-01 13F Smith Thornton Advisors LLC 0 −100,00 0
2025-08-07 13F Parkside Financial Bank & Trust 1 634 −59,56 65 −56,95
2025-04-10 13F Breakwater Capital Group 0 −100,00 0
2025-07-23 13F Kingswood Wealth Advisors, Llc 0 −100,00 0 −100,00
2025-08-04 13F Flagship Harbor Advisors, Llc 6 152 −42,33 245 −39,00
2025-08-14 13F Ameriprise Financial Inc 788 385 −55,28 31 388 −51,97
2025-04-25 13F Benchmark Financial Wealth Advisors, LLC 0 −100,00 0
2025-08-06 13F Wedbush Securities Inc 158 481 −2,17 6 0,00
2025-05-14 13F Delta Investment Management, LLC 0 −100,00 0
2025-08-19 13F Asset Dedication, LLC 2 048 −6,65 82 −1,22
2025-04-10 13F Secure Asset Management, LLC 0 −100,00 0 −100,00
2025-08-13 13F Jones Financial Companies Lllp 734 415 −1,80 29 274 4,61
2025-07-15 13F Financial Partners Group, Inc 18 127 −21,81 722 −17,03
2025-08-14 13F Family Management Corp 281 734 −4,40 11 217 1,50
2025-08-08 13F Foundations Investment Advisors, LLC 8 784 −22,61 350 −17,88
2025-07-25 13F Concurrent Investment Advisors, LLC 71 454 −12,52 2 845 −7,15
2025-05-15 13F Hrt Financial Lp 0 −100,00 0
2025-07-22 13F Hickory Asset Management, Inc. 17 918 −18,40 713 −13,37
2025-05-05 13F Willner & Heller, Llc 0 −100,00 0
2025-07-22 13F Merit Financial Group, LLC 8 856 −54,03 353 −51,25
2025-07-24 13F Blair William & Co/il 38 242 −14,83 1 523 −9,57
2025-07-25 13F Hazlett, Burt & Watson, Inc. 12 347 −39,84 0
2025-08-11 13F Principal Securities, Inc. 15 991 −61,30 637 −65,02
2025-08-14 13F Susquehanna International Group, Llp 59 154 −47,39 2 355 −44,14
2025-08-14 13F Comerica Bank 37 657 −28,37 1 499 −23,95
2025-08-08 13F TD Capital Management LLC 100 −61,98 4 −66,67
2025-07-31 13F Whipplewood Advisors, LLC 3 346 −36,76 133 −73,97
2025-05-14 13F Napa Wealth Management 0 −100,00 0
2025-08-11 13F Cladis Investment Advisory, LLC 0 −100,00 0
2025-05-15 13F Fwl Investment Management, Llc 0 −100,00 0
2025-07-15 13F Cora Capital Advisors Llc 0 −100,00 0
2025-08-11 13F Oder Investment Management, LLC 10 752 −8,28 428 −2,51
2025-08-07 13F Runnymede Capital Advisors, Inc. 8 936 −0,47 356 5,65
2025-08-08 13F Creative Planning 5 186 −30,66 206 −26,43
2025-08-14 13F Balyasny Asset Management Llc 0 −100,00 0 −100,00
2025-08-15 13F Kestra Advisory Services, LLC 582 730 −6,61 23 201 −0,85
2025-04-18 13F Global Trust Asset Management, LLC 0 −100,00 0
2025-08-12 13F Trexquant Investment LP 11 740 −34,76 467 −30,71
2025-05-01 13F Fidelis Capital Partners, LLC 0 −100,00 0
2025-04-17 13F Mission Wealth Management, Lp 0 −100,00 0
2025-07-23 13F Tcfg Wealth Management, Llc 7 167 −12,54 285 −7,17
2025-08-06 13F First Horizon Advisors, Inc. 4 643 −2,40 185 3,37
2025-07-18 13F Bartlett & Co. Wealth Management Llc 24 −91,30 1 −100,00
2025-07-17 13F Sound Income Strategies, LLC 1 686 −28,44 67 −23,86
2025-05-13 13F BlackDiamond Wealth Management Inc. 0 −100,00 0
2025-07-15 13F EWG Elevate Inc. 34 654 −3,00 1 380 2,99
2025-07-25 13F Total Clarity Wealth Management, Inc. 11 066 −55,09 441 −59,41
2025-05-08 13F New England Private Wealth Advisors LLC 0 −100,00 0
2025-08-13 13F Baird Financial Group, Inc. 516 344 −4,68 20 558 1,20
2025-04-10 13F Richard P Slaughter Associates Inc 0 −100,00 0
2025-05-12 13F Ameritas Investment Partners, Inc. 0 −100,00 0
2025-08-12 13F Lodestone Wealth Management LLC 24 725 −21,05 984 −16,18
2025-07-30 13F Brookstone Capital Management 9 535 −2,98 380 2,99
2025-05-02 13F GPM Growth Investors, Inc. 0 −100,00 0
2025-07-09 13F Stony Point Wealth Management Inc. 0 −100,00 0
2025-08-13 13F Ofc Financial Planning, Llc 8 484 −4,09 338 1,81
2025-07-02 13F Howard Financial Services, Ltd. 289 065 −24,80 11 509 −20,16
2025-07-23 13F 1 North Wealth Services Llc 320 −99,63 13 −99,63
2025-04-07 13F Town & Country Bank & Trust CO dba First Bankers Trust CO 0 −100,00 0
2025-07-10 13F Kmg Fiduciary Partners, Llc 0 −100,00 0
2025-08-07 13F Nwam Llc 0 −100,00 0
2025-08-08 13F Arcadia Investment Management Corp/mi 17 225 −1,99 686 3,95
2025-07-29 13F International Assets Investment Management, Llc 21 482 −12,71 855 −7,27
2025-08-05 13F Atlas Wealth LLC 71 896 −21,04 2 930 −14,18
2025-08-12 13F Tradition Wealth Management, LLC 19 374 −87,53 771 −86,77
2025-08-14 13F Mml Investors Services, Llc 950 595 −0,40 38 5,71
2025-07-10 13F Financial Management Network Inc 53 827 −42,88 2 229 −28,38
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 0 −100,00 0
2025-08-12 13F Putnam Fl Investment Management Co 0 −100,00 0
2025-05-07 13F Cosner Financial Group, LLC 0 −100,00 0
2025-08-13 13F Marshall Wace, Llp 0 −100,00 0
2025-08-14 13F Mariner, LLC 278 284 −20,51 11 080 −15,61
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-04-21 13F Shelton Wealth Management, Llc 0 −100,00 0
2025-07-15 13F Bay Capital Advisors, LLC 6 219 −31,38 248 −27,14
2025-05-09 13F MGB Wealth Management, LLC 0 −100,00 0
2025-07-24 13F IFP Advisors, Inc 79 073 −14,82 3 148 −9,57
2025-05-01 13F Fulton Breakefield Broenniman Llc 0 −100,00 0 −100,00
2025-08-19 13F National Asset Management, Inc. 8 192 −58,19 326 −62,31
2025-04-28 13F Buffington Mohr McNeal 0 −100,00 0
2025-05-07 13F Mb, Levis & Associates, Llc 0 −100,00 0 −100,00
2025-07-29 13F Chicago Partners Investment Group LLC 46 221 −3,91 1 939 9,74
2025-04-23 13F Nvest Financial, LLC 0 −100,00 0
2025-08-13 13F SCS Capital Management LLC 9 199 −82,22 366 −81,13
2025-05-15 13F D. E. Shaw & Co., Inc. 0 −100,00 0 −100,00
2025-08-07 13F Verus Capital Partners, Llc 34 461 −49,76 1 372 −46,66
2025-08-01 13F Envestnet Asset Management Inc 1 729 840 −11,86 68 874 −6,42
2025-08-04 13F Kovack Advisors, Inc. 0 −100,00 0 −100,00
2025-07-25 13F Apollon Wealth Management, LLC 11 273 −6,59 449 −0,88
2025-08-01 13F Oarsman Capital, Inc. 0 −100,00 0
2025-07-30 13F/A KPP Advisory Services LLC 185 050 −1,78 7 368 4,27
2025-07-24 13F Ronald Blue Trust, Inc. 625 −43,54 25 −41,46
2025-08-07 13F Aspen Wealth Strategies, LLC 0 −100,00 0
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 20 985 −0,32 868 20,75
2025-04-25 13F MidAtlantic Capital Management, Inc. 0 −100,00 0
2025-04-17 13F FNY Investment Advisers, LLC 0 −100,00 0
2025-07-09 13F Channel Wealth Llc 11 198 −23,23 446 −18,65
2025-08-08 13F Evolution Wealth Advisors, LLC 27 377 −0,00 1 090 6,24
2025-09-04 13F/A Advisor Group Holdings, Inc. 1 221 333 −14,71 48 623 −9,48
2025-05-19 13F/A Kovitz Investment Group Partners, LLC 0 −100,00 0 −100,00
2025-07-18 13F Cooper Financial Group 8 046 −28,12 320 −23,63
2025-07-28 13F BRYN MAWR TRUST Co 1 600 −78,23 64 −77,09
2025-07-23 13F Valmark Advisers, Inc. 15 118 −76,85 602 −75,46
2025-04-22 13F 1858 Wealth Management, Llc 0 −100,00 0
2025-05-01 13F Stegent Equity Advisors, Inc. 0 −100,00 0
2025-05-19 13F/A Jane Street Group, Llc Call 0 −100,00 0 −100,00
2025-07-30 13F Bogart Wealth, LLC 302 −5,62 12 0,00
2025-06-13 13F Optima Capital Llc 0 −100,00 0 −100,00
2025-08-13 13F Level Four Advisory Services, Llc 5 024 −42,49 200 −38,84
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 47 515 −7,58 1 892 −1,87
2025-08-12 13F Bedel Financial Consulting, Inc. 39 302 −10,17 1 565 −2,25
2025-08-14 13F Goldman Sachs Group Inc 65 197 −15,13 2 596 −9,90
2025-05-08 13F Sound View Wealth Advisors Group, LLC 0 −100,00 0
2025-07-18 13F Wetzel Investment Advisors, Inc. 9 226 −82,33 367 −81,25
2025-07-24 13F West Bancorporation Inc 19 230 −61,10 766 −58,72
2025-08-05 13F Code Waechter LLC 0 −100,00 0
2025-04-21 13F Trivant Custom Portfolio Group, LLC 0 −100,00 0
2025-08-11 13F Anderson Financial Strategies, LLC 0 −100,00 0
2025-08-13 13F Copley Financial Group, Inc. 0 −100,00 0
2025-04-30 13F Badgley Phelps Wealth Managers, LLC 0 −100,00 0
2025-08-13 13F Oxler Private Wealth LLC 5 371 −70,25 214 −68,49
2025-08-13 13F Rsm Us Wealth Management Llc 5 818 −10,12 232 −4,55
2025-07-31 13F Glass Jacobson Investment Advisors llc 12 197 −8,86 486 −17,52
2025-08-04 13F Atria Investments Llc 38 035 −78,51 1 514 −77,19
2025-07-30 13F Castle Wealth Management Llc 5 749 −59,10 229 −56,74
2025-07-10 13F High Net Worth Advisory Group LLC 5 930 −14,45 236 −8,88
2025-07-23 13F Fortis Advisors, LLC 0 −100,00 0
2025-08-14 13F GWM Advisors LLC 310 134 −45,04 12 348 −41,65
2025-07-22 13F DAVENPORT & Co LLC 41 599 −36,38 1 656 −32,44
2025-08-12 13F Pathstone Holdings, LLC 0 −100,00 0
2025-07-22 13F Global Assets Advisory, LLC 14 217 −75,70 579 −71,92
2025-08-13 13F Congress Wealth Management LLC / DE / 9 873 −5,68 393 0,26
2025-07-29 13F Salomon & Ludwin, LLC 118 −50,00 5 −50,00
2025-08-14 13F Circle Wealth Management, LLC 0 −100,00 0
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 111 490 −10,29 4 439 −4,74
2025-07-07 13F Teamwork Financial Advisors, LLC 16 458 −69,17 655 −67,27
2025-08-14 13F Bank Of America Corp /de/ 15 325 548 −23,18 610 187 −18,43
2025-07-15 13F Avaii Wealth Management, Llc 0 −100,00 0
2025-08-12 13F Wayfinding Financial, LLC 0 −100,00 0
2025-05-02 13F Lokken Investment Group LLC 0 −100,00 0
2025-07-14 13F AdvisorNet Financial, Inc 700 −48,60 28 −47,06
2025-07-23 13F Sachetta, LLC 3 937 −23,55 157 −19,17
2025-08-08 13F Avantax Advisory Services, Inc. 732 111 −17,69 29 149 −12,61
2025-04-17 13F Atlas Financial Advisors, Inc. 0 −100,00 0
2025-05-14 13F Dorsey & Whitney Trust CO LLC 0 −100,00 0
2025-08-06 13F Centerpoint Advisory Group 0 −100,00 0
2025-07-14 13F E&G Advisors, LP 17 823 −0,61 710 5,51
2025-07-28 13F Smart Portfolios, LLC 50 455 −1,73 2 009 4,31
2025-08-06 13F Legacy Wealth Managment, LLC/ID 2 822 −23,69 112 −18,84
2025-08-11 13F Strategic Equity Management 0 −100,00 0
2025-07-03 13F Garde Capital, Inc. 2 395 −4,01 95 2,15
2025-07-16 13F Wealth Group Ltd 181 038 −41,18 7 208 −37,55
2025-04-23 13F Crewe Advisors LLC 0 −100,00 0
2025-04-30 13F BXM Wealth LLC 0 −100,00 0
2025-07-29 13F Private Trust Co Na 8 326 −42,63 332 −39,15
2025-04-09 13F Milestone Asset Management, Llc 0 −100,00 0
2025-04-08 13F Lowe Wealth Advisors, LLC 0 −100,00 0
2025-04-16 13F Fortitude Family Office, LLC 0 −100,00 0
2025-08-06 13F Commonwealth Equity Services, Llc 1 053 894 −31,42 42 −28,07
2025-08-14 13F Wells Fargo & Company/mn 2 797 511 −35,67 111 383 −31,70
2025-07-31 13F West Michigan Advisors, Llc 7 123 −8,94 284 −3,41
2025-05-08 13F Savant Capital, LLC 0 −100,00 0
2025-08-14 13F Ausdal Financial Partners, Inc. 99 260 −8,35 3 952 −2,68
2025-08-11 13F Wealthspire Advisors, LLC 0 −100,00 0
2025-07-31 13F United Community Bank 0 −100,00 0
2025-07-24 13F Baxter Bros Inc 0 −100,00 0
2025-08-04 13F Daymark Wealth Partners, Llc 0 −100,00 0
2025-07-24 13F Capital Advisors, Ltd. LLC 15 294 −16,34 1
2025-07-15 13F BigSur Wealth Management LLC 14 930 −3,30 594 2,59
2025-07-16 13F Novem Group 0 −100,00 0
2025-08-06 13F Golden State Wealth Management, LLC 4 219 −33,46 168 −29,54
2025-07-10 13F Sovran Advisors, LLC 0 −100,00 0
2025-05-15 13F/A Orion Portfolio Solutions, LLC 15 071 −31,46 565 −41,57
2025-04-11 13F Holland Advisory Services, Inc. 0 −100,00 0
2025-08-15 13F Provenance Wealth Advisors, LLC 1 312 −81,00 52 −79,92
2025-05-12 13F Meridian Wealth Management, LLC 0 −100,00 0
2025-04-22 13F World Equity Group, Inc. 0 −100,00 0
2025-08-05 13F Prosperity Consulting Group, LLC 0 −100,00 0
2025-05-12 13F Founders Financial Alliance, LLC 0 −100,00 0
2025-07-01 13F Private Client Services, Llc 0 −100,00 0
2025-07-14 13F Cathy Pareto & Associates, Inc 22 255 −54,49 886 −51,66
2025-07-29 13F Stratos Wealth Advisors, LLC 47 766 −5,86 1 902 −0,05
2025-07-16 13F Sylvest Advisors, LLC 31 733 −5,72 1 263 0,08
2025-08-11 13F Avantax Planning Partners, Inc. 10 827 −13,53 431 −8,10
2025-08-08 13F Cetera Investment Advisers 1 519 454 −12,29 60 497 −6,88
2025-04-22 13F/A NorthRock Partners, LLC 0 −100,00 0 −100,00
2025-07-21 13F Ameriflex Group, Inc. 3 644 −72,95 145 −71,49
2025-08-14 13F Citadel Advisors Llc Call 9 400 −9,62 374 −4,10
2025-08-14 13F Stifel Financial Corp 580 785 −15,44 23 125 −10,22
2025-07-21 13F DHJJ Financial Advisors, Ltd. 2 366 −14,49 94 −8,74
2025-04-22 13F Bright Futures Wealth Management, LLC. 78 499 −2,97 2 649 −27,02
2025-05-16 13F Laidlaw Wealth Management LLC 0 −100,00 0
2025-05-14 13F Per Stirling Capital Management, LLC. 0 −100,00 0
2025-08-13 13F Northern Trust Corp 7 907 −9,67 315 −4,27
2025-07-29 13F Sage Private Wealth Group, Llc 0 −100,00 0
2025-04-28 13F Pinnacle Financial Partners Inc 27 815 −48,15 1 043 −55,81
2025-08-11 13F Private Advisor Group, LLC 255 837 −18,82 10 186 −13,81
2025-04-15 13F Laurel Wealth Advisors LLC 0 −100,00 0
2025-05-20 13F Fortis Capital Advisors, LLC 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc 108 990 −74,12 4 339 −72,52
2025-08-11 13F HighTower Advisors, LLC 312 908 −13,96 12 458 −8,65
2025-08-04 13F Creative Financial Designs Inc /adv 15 058 −16,52 600 −11,39
2025-07-30 13F Strategic Blueprint, LLC 10 746 −36,24 428 −32,44
2025-04-28 13F Strategic Financial Concepts, LLC 0 −100,00 0 −100,00
2025-07-23 13F Narwhal Capital Management 0 −100,00 0
2025-05-15 13F Talon Private Wealth, LLC 0 −100,00 0 −100,00
2025-07-31 13F Perissos Private Wealth Management, LLC 8 693 −16,63 346 −11,51
2025-07-14 13F Sowell Financial Services LLC 0 −100,00 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 2 314 734 −16,56 92 161 −11,41
2025-07-07 13F Modus Advisors, LLC 0 −100,00 0
2025-07-03 13F TrueWealth Advisors, LLC 12 680 −23,03 505 −18,31
2025-07-11 13F Pinnacle Bancorp, Inc. 611 −42,41 24 −38,46
2025-07-09 13F Procyon Private Wealth Partners, LLC 257 217 −10,05 10 241 −4,50
2025-04-17 13F Vista Investment Partners Llc 0 −100,00 0
2025-07-17 13F Wolff Wiese Magana Llc 125 −28,57 5 −33,33
2025-08-11 13F Aptus Capital Advisors, LLC 61 −93,81 2 −94,44
2025-08-12 13F BlackRock, Inc. 0 −100,00 0
2025-05-28 13F Wealth Management Associates, Inc. 0 −100,00 0 −100,00
2025-04-17 13F Qrg Capital Management, Inc. 0 −100,00 0
2025-08-13 13F Smith, Moore & Co. 5 744 −3,82 229 2,24
2025-04-14 13F Toth Financial Advisory Corp 0 −100,00 0
2025-08-07 13F Allworth Financial LP 18 430 −25,91 734 −17,45
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