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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Citizens & Northern Corp | 161 211 | −0,43 | 5 778 | 8,16 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 1 283 341 | −1,91 | 45 995 | 6,56 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 7 143 | −6,35 | 256 | 2,00 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 301 919 | −0,66 | 11 180 | 11,51 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 49 839 | −4,07 | 1 786 | 4,20 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 9 490 | −1,67 | 340 | 6,92 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 315 289 | −2,71 | 11 300 | 5,70 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 150 282 | −3,83 | 5 386 | 4,50 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 1 860 710 | −2,26 | 66 688 | 1,27 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3 946 463 | −1,75 | 141 441 | 6,39 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 53 267 | −19,59 | 1 902 | −12,48 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 83 354 | −22,10 | 2 987 | −15,38 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 67 138 | −1,87 | 2 215 | −6,42 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 5 357 309 | −3,78 | 192 006 | 4,54 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 15 115 | −2,97 | 542 | 5,46 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 7 310 | −0,05 | 262 | 8,30 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 125 976 | −0,97 | 4 670 | 14,38 | ||||
| 2025-07-31 | 13F | Catalyst Capital Advisors LLC | 3 156 100 | −5,00 | 113 115 | 3,21 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 184 367 | −0,06 | 6 608 | 8,58 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 246 866 | −0,43 | 8 848 | 8,18 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 1 160 868 | −2,84 | 41 606 | 5,56 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 899 236 | −6,20 | 32 228 | 1,90 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 13 783 | −4,10 | 494 | 4,01 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 4 796 300 | −7,82 | 171 900 | 0,14 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 408 444 | −6,19 | 14 639 | 1,91 | ||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 8 043 | −11,06 | 288 | −3,36 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 16 135 | −0,18 | 578 | 8,44 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 60 331 | −16,95 | 2 162 | −9,77 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 532 678 | −15,14 | 19 091 | −7,81 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 202 064 | −0,36 | 7 452 | 13,60 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 401 502 | −50,15 | 14 390 | −45,85 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 642 464 | −6,59 | 24 | 4,55 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 30 034 | −13,57 | 1 076 | −6,11 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 2 104 | −3,57 | 75 | 5,63 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 319 580 | −0,16 | 11 847 | 18,92 | ||||
| 2025-05-12 | 13F | Lathrop Investment Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 20 935 | −62,21 | 750 | −58,95 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 26 090 | −21,63 | 935 | −14,85 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 119 877 | −0,17 | 4 296 | 8,46 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 111 409 | −3,27 | 4 016 | 13,83 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4 094 600 | −3,06 | 146 750 | 5,31 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 676 775 | −2,86 | 60 096 | 5,53 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 7 129 | −2,70 | 256 | 5,37 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 46 082 | −1,74 | 1 652 | 6,72 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 18 923 | −1,14 | 678 | 7,45 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 453 591 | −1,98 | 16 257 | 6,49 | ||||
| 2025-04-08 | 13F | Fifth Third Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 147 436 | −0,26 | 5 284 | 8,37 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 761 910 | −1,04 | 27 307 | 7,51 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 438 070 | −12,21 | 15 700 | −4,63 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 134 341 | −7,65 | 4 815 | 0,33 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 2 702 281 | −1,68 | 96 850 | 6,82 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 120 303 | −2,17 | 4 312 | 6,26 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 809 620 | −0,16 | 29 017 | 8,47 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 112 877 | −22,32 | 4 046 | −15,61 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Callan Capital, LLC | 110 165 | −6,50 | 3 634 | −10,82 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 21 075 | −0,93 | 755 | 7,70 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 96 713 | −2,63 | 3 466 | 5,80 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 1 241 932 | −0,08 | 44 511 | 8,55 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 1 623 446 | −2,81 | 53 557 | −7,31 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 209 011 | −5,39 | 7 491 | 2,77 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 1 155 766 | −0,79 | 41 423 | 7,78 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 9 941 | −1,87 | 356 | 6,59 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 10 010 | −11,78 | 359 | −4,28 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 314 456 | −0,17 | 11 270 | 8,46 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5 591 | −58,66 | 200 | −55,16 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 2 397 655 | −0,52 | 85 932 | 8,08 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 1 671 031 | −17,66 | 59 890 | −10,55 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 2 445 554 | −3,69 | 87 649 | 4,66 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 59 296 | −7,25 | 2 157 | −1,95 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 100 804 | −0,84 | 3 613 | 7,72 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-06-27 | 13F/A | Goldman Sachs Group Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 180 037 | −20,29 | 6 453 | −17,41 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 8 735 571 | −9,53 | 313 | −1,57 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 2 003 861 | −2,62 | 71 818 | 5,79 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 133 473 | −0,63 | 4 784 | 7,94 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 9 410 | −23,79 | 337 | −17,20 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 111 159 | −6,21 | 3 984 | 1,89 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 133 852 | −40,35 | 4 797 | −35,19 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 92 192 | −4,71 | 3 304 | 3,54 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3 523 004 | −2,43 | 126 264 | 6,00 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 59 446 | −8,14 | 2 131 | −0,19 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 15 687 | −11,15 | 562 | −7,87 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 74 766 | −8,11 | 2 680 | −0,19 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 792 365 | −4,87 | 28 398 | 3,35 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 6 691 927 | −9,35 | 220 767 | −13,54 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 392 507 | −6,19 | 14 067 | 1,92 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 11 102 | −0,84 | 398 | 7,59 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 12 649 | −45,95 | 453 | −41,32 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 308 301 | −58,60 | 11 050 | −55,09 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 1 499 282 | −0,20 | 51 860 | −0,20 | ||||
| 2025-07-29 | 13F | Millburn Ridgefield Corp | 3 156 100 | −5,00 | 113 115 | 3,21 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1 099 492 | −12,10 | 39 406 | −4,51 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Caerus Investment Advisors, LLC | 126 041 | −0,26 | 4 517 | 8,37 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 719 629 | −0,84 | 25 792 | 7,72 | ||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Foster Group, Inc. | 7 794 | −8,19 | 279 | −0,36 | ||||
| 2025-05-14 | 13F | Torno Capital, Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 133 227 | −18,77 | 4 775 | −11,76 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 15 389 | −6,87 | 552 | 1,10 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 923 376 | −0,06 | 34 146 | 12,67 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 47 864 | −0,90 | 1 715 | 7,66 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 521 949 | −1,89 | 18 707 | 6,59 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 76 847 | −33,54 | 2 754 | −27,79 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 12 590 | −0,35 | 451 | 8,41 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 92 836 | −0,70 | 3 327 | 7,88 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 19 902 | −2,24 | 713 | 6,26 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 8 543 | −96,42 | 238 | 126,67 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 8 569 | −28,41 | 0 | |||||
| 2025-07-25 | 13F | Hemington Wealth Management | 418 748 | −5,62 | 15 | 7,14 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 266 269 | −1,21 | 9 543 | 7,33 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 483 878 | −4,64 | 17 342 | 3,60 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 364 936 | −35,89 | 13 078 | −30,32 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 355 240 | −23,87 | 84 412 | −17,29 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 827 618 | −1,50 | 29 662 | 7,01 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 5 074 660 | −0,97 | 181 876 | 7,58 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 206 134 | −1,31 | 7 388 | 7,21 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 36 091 | −2,76 | 1 294 | 5,64 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 81 092 | −1,76 | 2 906 | 6,72 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 695 991 | −0,76 | 60 784 | 7,81 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 117 734 | −17,01 | 4 220 | −9,85 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 752 894 | −2,80 | 26 984 | 5,60 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Well Done, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 38 716 | −20,48 | 1 388 | −13,64 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 21 142 | −0,02 | 758 | 8,61 | ||||
| 2025-04-17 | 13F | Ritholtz Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 29 075 | −0,76 | 1 042 | 7,87 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 1 568 588 | −1,60 | 56 218 | 6,90 | ||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 12 532 | −33,72 | 449 | −27,93 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 504 616 | −4,57 | 18 085 | 3,67 | ||||
| 2025-04-30 | 13F | Moloney Securities Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 348 025 | −10,13 | 12 473 | −2,36 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 21 614 | −27,76 | 775 | −21,58 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 549 710 | −3,45 | 19 702 | 4,89 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 2 496 805 | −0,73 | 89 486 | 7,85 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4 813 209 | −8,71 | 172 505 | −0,82 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 9 090 | −2,47 | 326 | 5,86 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 32 288 | −0,11 | 1 157 | 8,54 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 3 587 028 | −1,79 | 128 559 | 6,69 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 45 335 | −4,97 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 50 831 | −0,42 | 1 822 | 8,14 | ||||
| 2025-04-28 | 13F | Salomon & Ludwin, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | GDS Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 67 209 | −0,91 | 2 409 | 7,64 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 9 849 | −6,68 | 353 | 1,15 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 4 672 759 | −16,74 | 167 472 | −9,55 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 99 799 | −0,59 | 3 292 | −5,18 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 6 252 | −9,04 | 224 | −5,49 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 974 085 | −0,25 | 34 911 | 8,37 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 398 834 | −11,66 | 14 869 | 1,80 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 9 784 | −46,32 | 351 | −41,76 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 363 539 | −3,00 | 13 029 | 5,39 | ||||
| 2025-07-15 | 13F | Brewster Financial Planning LLC | 36 521 | −2,01 | 1 309 | 6,43 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 30 825 | −0,16 | 1 105 | 8,45 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 10 065 | −83,49 | 361 | −82,09 | ||||
| 2025-04-17 | 13F | Rs Crum Inc. | 1 238 291 | −2,30 | 40 851 | −6,82 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 16 249 | −9,52 | 582 | −1,69 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 23 871 | −10,94 | 856 | −3,28 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 17 519 | −10,50 | 628 | −2,79 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 123 228 | −0,90 | 4 416 | 7,65 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 15 411 | −49,70 | 552 | −45,35 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 16 464 | −0,08 | 590 | 8,66 | ||||
| 2025-05-14 | 13F | Atomi Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 1 074 687 | −2,08 | 38 517 | 9,84 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 675 | −79,22 | 24 | −77,57 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 56 542 | −6,29 | 2 036 | 2,31 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 87 039 | −5,37 | 3 119 | 2,80 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 660 441 | −2,68 | 23 670 | 5,73 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 98 311 | −0,87 | 3 523 | 7,70 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 222 040 | −1,53 | 7 958 | 6,98 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 248 724 | −0,43 | 8 205 | −5,03 | ||||
| 2025-05-12 | 13F | Truepoint, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 329 939 | −3,20 | 11 825 | 5,17 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 9 810 | −7,97 | 352 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3 400 504 | −12,59 | 121 874 | −5,04 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 1 214 514 | −6,53 | 43 528 | 1,54 | ||||
| 2025-07-24 | 13F | Fulcrum Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Black Point Wealth Management | 8 044 | −74,19 | 288 | −71,96 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 47 312 | −8,39 | 1 696 | −0,47 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4 513 314 | −0,97 | 164 826 | 9,63 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 36 213 | −0,00 | 1 298 | 8,63 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 957 555 | −7,98 | 34 319 | −0,03 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 4 942 183 | −0,46 | 179 154 | 16,93 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 301 461 | −14,53 | 10 804 | −7,14 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 485 254 | −0,79 | 17 392 | 7,78 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 108 121 | −32,74 | 3 875 | −26,93 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 2 212 | −32,40 | 0 | |||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 22 555 | −17,75 | 826 | −8,43 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 140 863 | −3,03 | 5 049 | 5,34 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 258 305 | −1,89 | 9 258 | 6,59 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 4 582 188 | −0,22 | 164 226 | 8,40 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 15 559 478 | −4,97 | 557 652 | 3,24 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 14 082 | −0,22 | 505 | 8,39 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 2 125 865 | −1,89 | 76 191 | 6,58 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 39 423 | −0,95 | 1 413 | 7,54 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 52 158 | −21,21 | 1 869 | −14,38 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 7 936 | −24,30 | 284 | −17,68 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1 920 574 | −4,00 | 68 833 | 4,29 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 26 094 | −3,77 | 973 | 10,83 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 1 768 165 | −1,56 | 63 371 | 6,95 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 106 346 | −1,81 | 3 811 | 6,66 | ||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 1 507 338 | −0,23 | 54 023 | 8,39 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 141 388 | −0,90 | 5 067 | 7,67 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 57 835 | −15,75 | 2 073 | −8,48 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 703 176 | −23,05 | 25 202 | −16,41 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 389 126 | −1,65 | 13 946 | 6,84 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 110 885 | −0,16 | 3 974 | 8,49 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 140 144 | −4,04 | 5 023 | 4,23 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 84 303 | −6,48 | 3 021 | 1,61 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 2 486 567 | −2,95 | 89 118 | 5,44 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 18 048 | −8,75 | 647 | −5,56 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 389 280 | −10,43 | 49 792 | −2,69 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 2 211 526 | −5,83 | 79 261 | 2,31 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 5 848 | −62,56 | 210 | −59,42 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 16 674 | −22,78 | 598 | −16,15 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 129 865 | −2,00 | 4 654 | 6,47 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 8 924 449 | −3,19 | 319 852 | 5,17 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 67 702 | −60,31 | 2 426 | −56,89 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 7 661 | −5,30 | 275 | 3,01 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 25 811 | −30,08 | 925 | −23,99 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 13 777 | −31,68 | 494 | −25,86 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 21 862 | −25,07 | 784 | −18,61 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 4 250 015 | −0,06 | 152 321 | 8,58 | ||||
| 2025-07-22 | 13F | JP Wealth Management, Inc. | 843 018 | −1,54 | 30 214 | 6,97 | ||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 8 319 | −10,64 | 298 | −2,93 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 28 438 | −4,82 | 1 019 | 3,45 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 16 123 | −16,11 | 1 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 1 135 | −13,42 | 41 | −6,98 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 60 470 | −5,13 | 2 167 | 3,09 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 17 909 | −15,67 | 642 | −8,43 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 82 896 | −0,36 | 2 971 | 8,24 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 496 230 | −7,60 | 17 785 | 0,38 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 160 265 | −0,04 | 5 744 | 8,58 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 50 706 | −17,18 | 1 817 | −10,00 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 11 725 | −1,30 | 420 | 7,42 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 49 437 | −4,90 | 1 772 | 3,33 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 467 831 | −7,73 | 17 441 | −4,34 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 2 558 691 | −5,83 | 91 703 | 2,31 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 5 811 | −11,43 | 208 | −3,70 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 573 587 | −0,99 | 20 557 | 7,56 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 152 934 | −0,04 | 5 481 | 8,60 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 73 686 | −4,05 | 2 641 | 4,22 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 34 729 | −0,01 | 1 245 | 8,65 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 42 116 | −81,60 | 1 509 | −80,01 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 89 042 | −0,40 | 3 191 | 8,21 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 76 475 | −3,25 | 2 741 | 5,10 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 204 135 | −1,28 | 7 316 | 7,26 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 591 946 | −7,17 | 21 215 | 0,85 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 133 617 | −5,62 | 4 789 | 2,53 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 17 909 | −3,18 | 642 | 5,08 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 14 214 | −2,32 | 509 | 6,04 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5 057 | −48,30 | 181 | −45,97 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1 124 306 | −0,12 | 40 295 | 8,52 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 299 996 | −3,30 | 11 | 0,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 146 950 | −37,44 | 5 267 | −32,04 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 845 551 | −0,66 | 30 305 | 7,92 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 222 104 | −15,71 | 7 960 | −8,42 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 106 522 | −11,89 | 3 818 | −4,29 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 1 848 757 | −10,24 | 66 259 | −2,48 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 181 175 | −3,31 | 6 493 | 5,05 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 81 394 | −0,70 | 2 917 | 7,88 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 3 013 823 | −1,02 | 108 015 | 7,53 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 11 399 | −4,11 | 409 | 4,08 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 11 193 | −14,78 | 401 | −7,39 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Atwater Malick LLC | 72 714 | −3,48 | 2 606 | 4,87 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 1 370 394 | −2,55 | 49 115 | 5,87 | ||||
| 2025-07-31 | 13F | McCarthy Asset Management, Inc. | 159 757 | −2,39 | 5 726 | 6,04 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 363 536 | −0,23 | 13 029 | 8,39 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 4 043 598 | −0,82 | 144 923 | 7,75 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 2 645 303 | −5,16 | 94 808 | 3,03 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 9 292 | −2,11 | 333 | 6,39 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 307 505 | −6,60 | 11 021 | 1,46 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 84 490 | −3,50 | 3 028 | 4,85 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 6 394 643 | −5,19 | 229 184 | 3,00 | ||||
| 2025-08-08 | 13F | Renasant Bank | 27 916 | −2,50 | 1 001 | 5,93 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 7 383 914 | −4,04 | 264 639 | 4,25 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 15 077 | −17,79 | 540 | −10,15 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 27 866 | −8,92 | 999 | −1,09 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 47 312 | −8,39 | 1 696 | −0,47 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 281 270 | −82,98 | 10 081 | −81,52 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 1 385 700 | −5,01 | 49 663 | 3,19 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 54 729 | −1,61 | 1 961 | 6,11 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 579 774 | −3,76 | 21 | 5,26 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 317 | −82,54 | 11 | −81,36 | ||||
| 2025-04-23 | 13F | KG&L Capital Management,LLC | 0 | −100,00 | 0 | |||||
| 2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 3 156 100 | −5,00 | 113 115 | 3,21 | ||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 356 198 | −4,44 | 13 172 | 12,44 | ||||
| 2025-05-14 | 13F | Prosperitas Financial LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 946 921 | −0,04 | 33 938 | 8,59 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 20 667 | −1,23 | 741 | 7,25 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 299 720 | −11,54 | 46 582 | −3,90 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 1 176 085 | −4,15 | 42 151 | 4,12 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 37 807 | −1,58 | 1 355 | 6,95 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 1 580 725 | −1,20 | 56 653 | 7,34 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 238 788 | −1,39 | 8 558 | 7,14 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 970 048 | −6,96 | 34 767 | 1,08 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 789 234 | −76,34 | 27 031 | −76,83 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 848 007 | −5,36 | 30 399 | 2,72 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 700 142 | −0,32 | 25 093 | 8,30 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 60 758 | −7,28 | 2 178 | 0,74 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 18 203 | −3,54 | 652 | 4,82 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 11 725 | −1,68 | 420 | 6,87 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 24 193 | −10,39 | 867 | −2,58 | ||||
| 2025-05-23 | 13F | Twin Lakes Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Family Office Research LLC | 328 093 | −9,40 | 11 759 | −1,58 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 52 762 | −0,01 | 1 891 | 8,68 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 13 378 | −68,74 | 480 | −66,05 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 182 799 | −0,39 | 6 552 | 8,23 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 59 249 | −0,63 | 2 124 | 7,93 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 353 940 | −37,20 | 12 685 | −31,78 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 439 082 | −13,07 | 16 | −6,25 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 381 627 | −64,77 | 13 983 | −59,65 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 562 836 | −1,96 | 20 285 | 7,10 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 35 127 | −18,67 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 159 276 | −1,24 | 5 708 | 7,29 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 23 908 | −0,14 | 857 | 8,49 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 678 767 | −34,13 | 24 327 | −28,44 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 2 045 117 | −3,15 | 73 297 | 5,22 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 277 841 | −1,12 | 9 958 | 2,45 | ||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 7 865 701 | −5,45 | 281 907 | 2,72 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 292 421 | −0,65 | 10 480 | 7,93 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 13 956 | −67,72 | 500 | −64,94 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Washington Trust Bank | 9 099 | −0,28 | 326 | 8,31 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 13 004 | −5,65 | 466 | 2,64 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 9 660 | −46,16 | 346 | −41,46 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 725 156 | −1,31 | 25 990 | 7,22 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 13 319 | −0,97 | 477 | 7,67 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 156 912 | −2,36 | 5 624 | 6,07 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 7 927 | −7,36 | 284 | 0,71 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 23 685 | −7,62 | 849 | 0,36 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3 264 760 | −18,08 | 116 684 | −11,25 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 5 692 | −39,60 | 204 | −34,19 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 13 599 | −12,80 | 487 | −5,25 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 22 035 | −1,88 | 790 | 6,62 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 38 158 | −44,34 | 1 368 | −39,54 |
