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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | 13F | Advisory Services Network, LLC | 7 053 | −15,61 | 384 | −10,93 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 22 360 | −0,80 | 1 207 | 3,97 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 270 345 | −9,70 | 14 588 | −5,37 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 82 963 | −0,60 | 4 477 | 4,17 | ||||
| 2025-05-01 | 13F | Iron Horse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 253 652 | −3,41 | 13 687 | −6,36 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 10 255 | −23,54 | 553 | −19,86 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 14 362 | −24,15 | 806 | −17,35 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 894 802 | −0,63 | 102 244 | 4,14 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 8 730 | −0,02 | 471 | 4,90 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 36 728 | −1,13 | 2 059 | 12,95 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6 296 | −0,82 | 340 | 3,67 | ||||
| 2025-07-31 | 13F | City State Bank | 106 890 | −0,66 | 5 768 | 4,10 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 5 906 | −32,00 | 0 | |||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 70 106 | −2,68 | 3 783 | 2,00 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 158 415 | −0,57 | 8 548 | 4,21 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29 701 | −0,10 | 1 603 | 4,71 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 29 190 | −4,24 | 1 575 | 0,38 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 920 | −26,71 | 158 | −23,41 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 75 709 | −3,17 | 4 085 | 1,49 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 11 019 | −1,55 | 595 | 3,13 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 24 602 | −0,87 | 1 328 | 3,92 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 15 344 | −0,36 | 828 | 4,42 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 9 944 | −1,87 | 537 | 2,88 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 6 505 | −12,74 | 351 | −8,36 | ||||
| 2025-04-28 | 13F | Salomon & Ludwin, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 17 528 | −4,67 | 946 | −0,11 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Applied Capital LLC | 46 989 | −0,16 | 2 536 | 4,62 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 32 777 | −20,19 | 1 769 | −16,37 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1 557 | −38,17 | 84 | −34,88 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 99 502 | −19,03 | 5 369 | −15,42 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 6 451 | −95,91 | 348 | −95,71 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4 435 | −12,16 | 239 | −7,72 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 289 875 | −1,02 | 15 642 | 3,73 | ||||
| 2025-04-30 | 13F | tru Independence LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 412 | −94,91 | 22 | −93,92 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2 758 756 | −3,22 | 148 863 | 1,43 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 117 711 | −0,41 | 6 352 | 4,37 | ||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 90 764 | −44,69 | 4 898 | −42,04 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 16 607 | −0,01 | 896 | 4,80 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 4 412 | −0,92 | 238 | 3,93 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 895 203 | −4,72 | 102 265 | −0,15 | ||||
| 2025-07-16 | 13F | Jentner Corp | 35 503 | −18,86 | 1 916 | −14,96 | ||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 3 000 | −36,84 | 162 | −34,02 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 229 601 | −0,30 | 12 | 9,09 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 6 305 | −15,94 | 340 | −11,92 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Baker Boyer National Bank | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 586 205 | −25,24 | 31 632 | −21,65 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 182 896 | −0,87 | 9 869 | 3,90 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 83 431 | −18,78 | 4 502 | −14,90 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 976 037 | −0,16 | 52 667 | 4,63 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 135 284 | −1,85 | 7 300 | 2,85 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 31 | −50,00 | 2 | −66,67 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 12 218 | −1,57 | 659 | 3,13 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1 550 | −36,76 | 84 | −34,13 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 283 406 | −1,59 | 14 593 | −8,97 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 35 159 | −8,81 | 1 897 | −4,43 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 86 551 | −7,35 | 4 670 | −2,89 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 482 301 | −1,34 | 26 025 | 3,38 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 195 912 | −27,61 | 10 571 | −24,14 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 10 658 | −0,52 | 575 | 4,36 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 59 868 | −0,35 | 3 231 | 4,43 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 44 801 | −6,66 | 2 417 | −2,19 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3 963 | −54,60 | 214 | −52,56 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 11 505 | −6,16 | 621 | −1,74 | ||||
| 2025-07-21 | 13F | 25 Llc | 25 788 | −0,07 | 1 392 | 4,74 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 153 573 | −39,29 | 8 280 | −36,27 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 27 493 | −18,70 | 1 484 | −14,82 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 4 114 | −2,42 | 222 | 1,84 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 2 363 | −25,60 | 128 | −22,09 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 27 944 | −34,67 | 1 508 | −31,56 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 21 309 | −2,61 | 1 150 | 2,04 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 8 103 | −72,85 | 437 | −71,55 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 16 962 | −9,11 | 915 | −4,69 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 17 546 | −5,06 | 947 | −0,53 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 3 667 | −43,14 | 198 | −40,66 | ||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-24 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 7 303 | −8,02 | 394 | −3,43 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 9 284 | −35,05 | 501 | −32,07 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 430 787 | −18,41 | 23 245 | −14,50 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 453 080 | −16,79 | 24 448 | −12,79 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 794 874 | −2,27 | 42 891 | 2,42 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 161 625 | −0,07 | 8 721 | 4,73 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 5 288 | −7,95 | 285 | −3,39 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 18 894 | −2,36 | 1 020 | 2,31 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 180 090 | −32,65 | 9 892 | −28,15 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 11 630 | −1,75 | 628 | 2,96 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 389 227 | −8,82 | 21 003 | −4,45 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 9 208 | −1,07 | 497 | 3,55 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 327 483 | −11,24 | 17 671 | −6,99 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 156 261 | −2,75 | 8 432 | 1,91 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7 333 | −2,90 | 396 | 1,80 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 4 483 | −9,20 | 242 | −5,12 | ||||
| 2025-08-14 | 13F | Crestmont Private Wealth LLC | 186 623 | −0,15 | 10 070 | 4,65 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 338 895 | −13,87 | 18 287 | −9,74 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 18 641 | −2,56 | 1 006 | 2,03 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 2 500 | −12,62 | 135 | −8,84 | ||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 123 150 | −4,69 | 6 645 | −0,12 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 4 000 | −5,30 | 215 | 5,39 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 258 483 | −1,03 | 14 501 | 23,93 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 109 455 | −36,41 | 5 906 | −33,36 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 80 740 | −12,37 | 4 357 | −8,18 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Avondale Wealth Management | 135 956 | −15,94 | 7 336 | −11,90 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 776 401 | −2,10 | 41 895 | 2,59 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 35 759 | −0,02 | 1 930 | 4,78 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 21 846 | −11,53 | 1 179 | −7,32 | ||||
| 2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 14 421 | −1,81 | 778 | 2,91 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 35 | −89,55 | 2 | −94,12 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 26 388 | −5,06 | 1 424 | −0,56 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 13 243 | −40,40 | 715 | −37,59 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 32 615 | −5,43 | 1 760 | −0,90 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 27 208 | −1,62 | 1 468 | 3,09 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 14 021 | −0,88 | 757 | 3,85 | ||||
| 2025-04-11 | 13F | Harbor Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 608 | −68,41 | 87 | −67,18 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 37 670 | −1,78 | 1 940 | −9,14 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 136 348 | −0,49 | 7 357 | 4,28 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 161 711 | −0,24 | 8 726 | 4,54 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 92 510 | −0,09 | 4 992 | 4,70 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 1 116 | −26,19 | 60 | −22,08 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1 318 | −22,88 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 59 343 | −15,50 | 3 202 | −11,45 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 141 421 | −27,30 | 7 631 | −23,81 | ||||
| 2025-08-04 | 13F | Murphy Pohlad Asset Management LLC | 6 693 | −50,03 | 361 | −47,61 | ||||
| 2025-04-10 | 13F | Cypress Wealth Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 12 758 269 | −1,75 | 688 436 | 2,97 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 12 186 | −0,09 | 658 | 4,62 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Black Point Wealth Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 21 729 | −7,66 | 1 201 | −0,91 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 423 908 | −5,55 | 22 874 | −1,01 | ||||
| 2025-07-11 | 13F | Scratch Capital Llc | 132 430 | −17,06 | 7 146 | −13,09 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 6 689 | −17,38 | 361 | −13,46 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 464 470 | −7,25 | 25 | 0,00 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 835 698 | −3,17 | 45 094 | 1,48 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 44 975 | −10,11 | 2 427 | −5,82 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 94 630 | −9,48 | 5 106 | −10,26 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 184 480 | −0,61 | 9 955 | 4,15 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 14 516 | −5,35 | 783 | −0,76 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10 124 | −13,71 | 557 | −7,95 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 62 015 | −2,91 | 3 346 | 1,76 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 15 587 | −1,72 | 841 | 3,19 | ||||
| 2025-08-07 | 13F | Commerce Bank | 12 791 | −15,36 | 690 | −11,31 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 73 172 | −3,19 | 3 948 | 1,46 | ||||
| 2025-04-17 | 13F | Rs Crum Inc. | 290 767 | −0,68 | 14 972 | −8,13 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1 009 | −85,22 | 54 | −84,62 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 5 257 | −2,05 | 284 | 2,54 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 77 437 | −0,23 | 4 178 | 4,55 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 4 859 841 | −1,13 | 262 237 | 3,61 | ||||
| 2025-08-12 | 13F | Integras Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 16 501 | −22,13 | 890 | −18,42 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 55 741 | −2,42 | 3 008 | 2,24 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 29 516 | −12,43 | 1 593 | −8,24 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 2 857 878 | −0,72 | 160 270 | 17,51 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 7 939 | −22,78 | 428 | −19,09 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 361 668 | −24,14 | 19 516 | −20,50 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 47 429 | −40,91 | 2 559 | −38,07 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 4 130 | −8,81 | 223 | −4,72 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 48 765 | −2,02 | 2 631 | 2,69 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares | 224 035 | −23,22 | 11 612 | −27,34 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 118 391 | −65,37 | 6 388 | −63,71 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 25 658 | −6,67 | 1 385 | −2,19 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 6 269 | −0,33 | 338 | 4,64 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 6 171 419 | −2,23 | 333 010 | 2,46 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 353 917 | −9,66 | 19 097 | −5,32 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9 370 | −16,58 | 526 | −5,40 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 187 631 | −0,86 | 10 125 | 3,90 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10 882 | −14,58 | 587 | −10,38 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 14 378 | −1,98 | 776 | 2,65 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 273 448 | −15,72 | 14 755 | −11,67 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 33 052 | −1,99 | 1 783 | 2,71 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 377 887 | −12,21 | 20 391 | −8,32 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 8 512 | −9,18 | 459 | −4,77 | ||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 28 284 | −0,10 | 1 526 | 4,74 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5 634 | −64,79 | 304 | −65,84 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 5 069 | −10,46 | 274 | −6,19 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 11 612 | −6,31 | 627 | −1,88 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 17 779 | −23,88 | 959 | −20,22 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 4 428 | −25,44 | 246 | −19,93 | ||||
| 2025-08-14 | 13F | Comerica Bank | 8 289 | −2,93 | 447 | 1,82 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 4 907 | −6,66 | 265 | −2,22 | ||||
| 2025-08-14 | 13F | Fmr Llc | 22 961 | −1,78 | 1 239 | 2,91 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 4 872 | −23,12 | 263 | −19,63 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 20 474 | −0,43 | 1 054 | −7,87 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 466 243 | −6,77 | 25 158 | −2,29 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 232 777 | −3,54 | 12 561 | 1,09 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 68 798 | −29,19 | 3 712 | −25,79 | ||||
| 2025-05-05 | 13F | Dahring | Cusmano Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 13 221 | −0,38 | 713 | 4,39 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 81 620 | −0,32 | 4 404 | 4,46 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 62 205 | −5,14 | 3 357 | −0,59 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 15 485 | −8,97 | 836 | −4,57 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 56 550 | −1,25 | 3 051 | 3,49 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 27 446 | −6,45 | 1 481 | −1,92 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 41 892 | −1,24 | 2 260 | 3,48 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 43 529 | −4,82 | 2 349 | −0,25 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 5 227 | −0,04 | 282 | 4,83 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 6 064 | −0,12 | 327 | 4,81 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 7 122 | −87,25 | 384 | −86,65 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 84 573 | −2,73 | 5 | 0,00 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 299 283 | −0,83 | 16 149 | 3,93 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 26 024 | −2,64 | 1 404 | 2,03 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 217 383 | −14,55 | 11 730 | −10,45 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 26 711 | −26,14 | 1 441 | −22,57 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 111 904 | −0,43 | 6 038 | 4,36 | ||||
| 2025-05-02 | 13F | KM Capital Management Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 146 967 | −9,62 | 7 930 | −5,28 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 17 815 | −10,79 | 961 | −6,52 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 71 920 | −0,08 | 3 881 | 4,70 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 144 360 | −4,02 | 7 790 | 0,58 | ||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 40 930 | −0,16 | 2 209 | 4,64 | ||||
| 2025-05-09 | 13F | Conquis Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 601 814 | −12,18 | 32 474 | −7,97 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 10 095 | −14,68 | 545 | −10,67 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 52 149 | −2,11 | 2 814 | 2,55 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 239 968 | −4,68 | 13 | 0,00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 10 545 | −1,74 | 569 | 3,08 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 374 816 | −12,73 | 20 225 | −8,54 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 16 116 | −11,05 | 870 | −6,76 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 663 239 | −4,43 | 89 748 | 0,15 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 36 422 | −0,26 | 1 965 | −3,30 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 105 703 | −0,78 | 5 704 | 3,97 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 9 122 | −16,98 | 492 | −12,92 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 115 578 | −38,51 | 6 237 | −35,56 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 4 390 | −38,81 | 387 | 4,88 | ||||
| 2025-04-08 | 13F | Rooted Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 11 507 | −0,04 | 621 | 4,73 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 106 067 | −2,23 | 5 723 | 2,47 | ||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 45 459 | −27,07 | 2 453 | −23,59 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 9 587 | −5,84 | 517 | −1,34 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 2 215 | −43,42 | 120 | −40,80 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 1 535 663 | −3,91 | 82 864 | 0,70 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 1 651 | −12,92 | 89 | −8,25 | ||||
| 2025-04-15 | 13F | Ironwood Financial, llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5 552 | −39,87 | 300 | −37,05 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 45 620 | −53,31 | 2 462 | −51,08 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4 945 212 | −2,06 | 266 844 | 2,64 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 45 889 | −13,28 | 2 476 | −9,10 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 76 311 | −5,39 | 4 118 | −0,87 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 172 106 | −0,78 | 9 287 | 3,97 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2 655 | −26,31 | 143 | −22,70 | ||||
| 2025-08-14 | 13F | UBS Group AG | 422 349 | −0,96 | 22 790 | 3,79 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 13 061 | −19,92 | 705 | −16,09 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 17 033 | −7,92 | 919 | −3,47 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 5 073 | −12,22 | 274 | −26,02 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 64 317 | −52,65 | 3 471 | −50,39 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 2 054 | −19,04 | 111 | −15,38 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 431 620 | −1,15 | 23 290 | 3,59 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 138 350 | −1,41 | 7 465 | 3,32 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 28 109 | −7,11 | 1 517 | −2,70 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 21 016 | −5,06 | 1 134 | −0,44 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 382 688 | −0,39 | 20 650 | 4,39 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 5 261 | −41,15 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 139 814 | −0,22 | 7 544 | 4,57 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 72 521 | −0,85 | 3 913 | 3,90 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 6 563 | −52,21 | 354 | −49,93 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 371 992 | −5,05 | 20 073 | −0,50 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 56 771 | −1,43 | 3 063 | 3,31 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 40 677 | −1,42 | 2 195 | 3,30 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 104 097 | −17,34 | 5 984 | −7,25 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 72 984 | −1,08 | 4 | 0,00 | ||||
| 2025-04-21 | 13F | Taddei, Ludwig & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 22 626 | −14,71 | 1 221 | −10,62 | ||||
| 2025-08-14 | 13F | Mbb Public Markets I Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 15 475 | −10,73 | 835 | −6,39 | ||||
| 2025-05-06 | 13F | SYM FINANCIAL Corp | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 201 404 | −2,35 | 10 868 | 2,34 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 71 803 | −5,94 | 3 874 | −1,42 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 1 647 101 | −0,64 | 88 878 | 4,13 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 24 165 | −1,56 | 1 304 | 3,17 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 136 319 | −1,37 | 7 065 | −6,66 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 39 135 | −16,12 | 2 112 | −12,11 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 10 149 | −49,10 | 548 | −46,69 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 53 126 | −5,94 | 3 | 0,00 |
