Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.
Uppgraderaför att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 334 151 | −3,72 | 11 552 | 6,58 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1 415 073 | −6,38 | 48 919 | 3,63 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 82 281 | −0,38 | 2 844 | 10,28 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 1 318 115 | −0,29 | 41 165 | 6,65 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 387 591 | −50,44 | 13 399 | −45,14 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 24 084 | −69,79 | 833 | −66,57 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 16 111 223 | −14,09 | 556 965 | −4,90 | ||||
| 2025-04-08 | 13F | Catalyst Private Wealth, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 463 633 | −18,17 | 16 028 | −9,43 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 19 833 | −1,15 | 686 | 9,42 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8 324 | −2,71 | 288 | 7,49 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 23 178 | −2,67 | 801 | 7,81 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 7 267 | −36,96 | 259 | −31,75 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 21 561 | −4,85 | 745 | 5,37 | ||||
| 2025-07-14 | 13F | Chico Wealth RIA | 903 255 | −2,28 | 31 226 | 8,17 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 30 342 | −0,36 | 1 049 | 10,20 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3 517 345 | −7,60 | 121 456 | 2,16 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 254 760 | −0,04 | 8 807 | 10,65 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 11 000 | −37,49 | 380 | −30,78 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 25 987 | −5,31 | 892 | 3,97 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 274 510 | −13,31 | 9 657 | 0,69 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 75 565 | −0,82 | 2 612 | 9,79 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 311 427 | −1,96 | 10 766 | 8,53 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 361 | −92,17 | 12 | −91,61 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 54 023 | −1,51 | 1 868 | 9,05 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2 840 | −0,32 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 73 686 | −0,25 | 2 547 | 10,40 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 148 834 | −3,57 | 5 145 | 6,74 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 216 769 | −7,38 | 7 494 | 2,53 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 22 009 | −2,29 | 761 | 8,11 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 32 010 | −1,73 | 1 107 | 8,75 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 18 901 | −17,12 | 653 | −8,29 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 210 492 | −1,54 | 6 574 | 5,30 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 136 402 | −14,28 | 4 715 | −5,11 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 2 056 796 | −0,34 | 71 103 | 10,32 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 383 209 | −0,01 | 13 248 | 10,69 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 16 189 | −5,63 | 560 | 4,49 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 2 526 | −49,66 | 87 | −44,23 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 12 596 | −11,85 | 435 | −2,47 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 191 500 | −8,56 | 6 620 | 1,22 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 60 525 | −7,15 | 2 092 | 2,80 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Balanced Asset Allocation Portfolio | 4 188 492 | −23,83 | 144 796 | −15,68 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 145 757 | −28,91 | 5 033 | −31,36 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | SOL Capital Management CO | 114 421 | −6,49 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 115 643 | −0,30 | 3 998 | 10,35 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Family Office Research LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Collective Family Office Llc | 20 824 | −0,87 | 720 | 9,60 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 82 030 | −31,99 | 2 836 | −24,72 | ||||
| 2025-04-29 | 13F | Mills Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 776 956 | −1,53 | 26 859 | 9,01 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 221 749 | −1,77 | 7 666 | 8,72 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 169 575 | −2,95 | 5 862 | 7,44 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 260 145 | −22,37 | 8 993 | −14,07 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 168 420 | −1,01 | 5 822 | 9,58 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 40 080 | −2,37 | 1 386 | 8,03 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 72 731 | −4,67 | 2 514 | 5,54 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 9 827 | −40,60 | 340 | −34,30 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 65 710 | −2,79 | 2 272 | 7,63 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 008 980 | −2,47 | 34 880 | 7,96 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 2 804 100 | −15,09 | 96 938 | −5,99 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 11 896 | −37,52 | 411 | −30,81 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 965 265 | −0,87 | 33 369 | 9,73 | ||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 520 351 | −0,23 | 15 194 | −0,24 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 136 275 | −0,68 | 4 711 | 9,94 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 152 590 | −0,15 | 5 275 | 10,54 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 104 583 | −2,55 | 3 615 | 7,88 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 29 488 | −3,18 | 1 019 | 7,15 | ||||
| 2025-08-14 | 13F | Comerica Bank | 12 794 | −3,14 | 442 | 7,28 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 11 520 | −33,28 | 398 | −26,16 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 744 985 | −0,39 | 25 754 | 10,26 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 395 381 | −1,29 | 13 668 | 9,27 | ||||
| 2025-05-08 | 13F | Private Advisory Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | RBF Capital, LLC | 130 000 | −16,13 | 4 494 | −7,15 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 165 783 | −0,28 | 5 688 | 14,06 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 2 620 | −0,23 | 91 | 9,76 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 10 927 | −4,88 | 378 | 5,31 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 8 553 | −36,87 | 296 | −30,26 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 218 654 | −2,27 | 7 559 | 8,17 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9 301 | −74,01 | 322 | −69,25 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 226 024 | −1,13 | 7 814 | 9,44 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 25 622 | −15,08 | 886 | −6,05 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 36 384 | −1,45 | 1 258 | 9,11 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 91 480 | −18,12 | 2 857 | −12,45 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 170 | −77,03 | 6 | −78,26 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 112 138 | −3,15 | 3 877 | 7,19 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 17 547 | −0,56 | 607 | 9,98 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 148 782 | −8,07 | 5 143 | 1,76 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 498 592 | −43,93 | 17 236 | −37,94 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 513 154 | −8,70 | 18 186 | −0,19 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 652 572 | −23,07 | 22 559 | −14,85 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 1 034 761 | −9,71 | 35 772 | −0,05 | ||||
| 2025-05-08 | 13F | BRYN MAWR TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 295 | −12,00 | 79 | −3,66 | ||||
| 2025-04-17 | 13F | Rs Crum Inc. | 9 292 | −7,02 | 290 | −0,34 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 16 071 | −2,65 | 556 | 7,77 | ||||
| 2025-05-08 | 13F | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 129 | −34,46 | 108 | −27,52 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 22 617 | −5,75 | 782 | 4,27 | ||||
| 2025-07-11 | 13F | Scratch Capital Llc | 30 584 | −19,12 | 1 057 | −10,42 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 10 679 | −0,48 | 369 | 10,15 | ||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 725 426 | −0,99 | 25 078 | 9,60 | ||||
| 2025-04-14 | 13F | Black Point Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 38 372 | −8,46 | 1 327 | 1,30 | ||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 345 203 | −4,05 | 11 910 | 6,00 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 2 050 | −97,88 | 0 | −100,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 874 646 | −1,13 | 30 237 | 9,44 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 729 178 | −4,64 | 25 208 | 5,56 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 22 203 | −37,05 | 768 | −30,34 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2 464 | −26,93 | 85 | −19,05 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Vestment Financial LLC | 59 649 | −5,77 | 2 064 | 4,03 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 251 675 | −21,18 | 8 700 | −12,75 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 90 873 | −4,35 | 3 141 | 5,90 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 85 928 | −9,33 | 2 971 | 0,37 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 63 425 | −11,11 | 2 193 | −1,62 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 52 483 | −1,33 | 1 814 | 9,21 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 20 234 | −2,32 | 699 | 7,70 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Prudential Growth Allocation Portfolio | 4 668 850 | −15,52 | 161 402 | −6,48 | ||||
| 2025-07-08 | 13F/A | Team Hewins, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 176 637 | −1,15 | 6 106 | 9,43 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 113 291 | −0,81 | 3 916 | 9,78 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 487 771 | −13,14 | 16 862 | −3,85 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 37 050 | −3,68 | 1 281 | 6,58 | ||||
| 2025-08-14 | 13F | Fmr Llc | 9 | −88,61 | 0 | −100,00 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | ERn Financial, LLC | 121 562 | −9,17 | 4 202 | 0,55 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 36 152 | −20,43 | 1 250 | −11,92 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 24 675 | −0,40 | 853 | 10,35 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 467 | −11,55 | 16 | 0,00 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 30 580 | −36,31 | 1 | 0,00 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 256 988 | −7,49 | 8 884 | 2,41 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2 596 840 | −0,27 | 89 773 | 10,40 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 572 434 | −1,51 | 19 789 | 9,03 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 6 614 559 | −0,85 | 228 665 | 9,76 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 7 709 | −94,63 | 266 | −94,07 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 38 385 | −28,75 | 1 327 | −19,73 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 69 662 | −3,54 | 2 469 | 11,32 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 23 285 | −0,25 | 805 | 10,29 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 41 685 | −3,10 | 1 441 | 7,30 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 13 955 | −2,42 | 482 | 8,07 | ||||
| 2025-08-08 | 13F | Creative Planning | 668 755 | −1,83 | 23 119 | 8,66 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 66 549 | −2,91 | 2 301 | 7,48 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 8 301 | −35,12 | 287 | −28,32 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 1 481 884 | −2,42 | 51 229 | 8,01 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 193 419 | −2,14 | 6 687 | 8,33 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 133 472 | −0,99 | 4 614 | 9,60 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 45 224 | −0,24 | 1 563 | 10,46 | ||||
| 2025-04-23 | 13F | Retirement Guys Formula Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 240 852 | −28,98 | 8 326 | −21,38 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 17 297 | −29,84 | 598 | −22,37 | ||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 182 578 | −1,58 | 6 312 | 8,94 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 582 376 | −0,40 | 20 133 | 10,25 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 103 719 | −11,37 | 3 586 | −1,89 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 35 272 | −1,18 | 1 | 0,00 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 20 698 | −3,31 | 716 | 7,04 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 378 137 | −0,90 | 13 072 | 9,71 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 17 358 | −0,73 | 600 | 9,89 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 92 843 | −3,64 | 3 210 | 6,68 | ||||
| 2025-05-14 | 13F | Arizona PSPRS Trust | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Fmb Wealth Management | 152 915 | −0,06 | 5 286 | 10,63 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 395 088 | −1,13 | 13 658 | 9,44 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 42 094 | −8,98 | 1 455 | 0,76 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 146 951 | −1,11 | 5 080 | 9,48 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 9 268 | −36,18 | 320 | −29,36 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8 111 | −2,71 | 280 | 7,69 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 48 275 | −60,47 | 1 669 | −56,25 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 36 209 | −1,79 | 1 252 | 8,69 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 41 736 | −1,85 | 1 443 | 7,69 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 10 249 | −0,25 | 354 | 10,63 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 68 492 | −4,71 | 2 368 | 5,48 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 165 150 | −1,47 | 5 709 | 9,08 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 26 580 | −0,74 | 919 | 9,81 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 153 664 | −2,21 | 39 882 | 8,25 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1 133 451 | −26,66 | 39 183 | −18,82 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 13 485 | −4,44 | 466 | 5,91 | ||||
| 2025-08-14 | 13F | Betterment LLC | 864 568 | −29,25 | 30 | −23,68 | ||||
| 2025-07-09 | 13F | Emprise Bank | 13 138 | −1,62 | 454 | 8,87 | ||||
| 2025-05-09 | 13F | Conquis Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 261 001 | −4,27 | 9 023 | 5,97 | ||||
| 2025-04-17 | 13F | BCU Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 9 674 | −12,19 | 334 | −2,91 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 35 721 | −1,30 | 1 235 | 9,20 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 266 013 | −1,11 | 9 196 | 9,48 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 244 461 | −11,90 | 8 451 | −2,47 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 14 980 | −1,17 | 518 | 9,30 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 58 558 | −0,09 | 2 024 | 10,60 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 12 344 | −0,30 | 427 | 10,36 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 1 199 388 | −10,89 | 41 463 | −1,37 | ||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 661 677 | −7,98 | 22 874 | 1,86 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio | 2 666 809 | −14,61 | 92 192 | −5,48 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 48 129 | −4,30 | 1 664 | 5,92 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 55 390 | −0,73 | 1 915 | 9,87 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 2 182 737 | −2,49 | 75 457 | 7,94 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 295 859 | −4,58 | 10 228 | 5,62 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 80 641 | −2,33 | 2 788 | 8,11 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 3 565 796 | −2,38 | 123 270 | 8,06 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 110 272 | −4,43 | 3 812 | 5,80 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 692 096 | −0,39 | 23 926 | 10,26 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 52 | −98,31 | 2 | −98,96 |
