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 | 9 287 | −0,12 | 402 | 12,61 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 53 001 | −0,05 | 2 245 | 10,16 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 260 590 | −4,29 | 11 039 | 5,47 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 178 575 | −2,10 | 7 564 | 7,89 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 140 471 | −0,06 | 5 950 | 10,14 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 581 137 | −0,12 | 24 617 | 10,06 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 57 437 | −0,68 | 2 433 | 9,45 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1 658 | −14,80 | 70 | −5,41 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 9 445 | −0,64 | 400 | 9,59 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 6 409 | −45,92 | 272 | −40,44 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 130 454 | −13,65 | 5 526 | −4,84 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 909 269 | −2,79 | 38 517 | 7,12 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 10 622 | −6,58 | 450 | 2,75 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 5 831 | −8,98 | 247 | 0,41 | ||||
| 2025-05-16 | 13F | Jones Financial Companies Lllp | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 6 658 | −7,90 | 289 | 3,23 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 88 950 | −1,35 | 3 768 | 8,72 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 319 687 | −0,82 | 12 289 | −5,85 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 138 374 | −0,41 | 5 319 | −5,44 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 113 839 | −1,04 | 4 822 | 9,05 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 113 405 | −43,10 | 7 600 | −0,80 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | City State Bank | 9 138 | −7,38 | 387 | 2,11 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 13 344 | −0,41 | 565 | 9,71 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 91 296 | −0,99 | 3 867 | 9,11 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 47 264 | −6,47 | 2 002 | 3,09 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 17 394 | −1,68 | 737 | 8,24 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 597 517 | −1,79 | 25 311 | 8,22 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 5 223 | −46,49 | 221 | −41,07 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 4 145 | −34,11 | 176 | −17,45 | ||||
| 2025-07-14 | 13F | Chico Wealth RIA | 149 602 | −1,94 | 6 337 | 8,07 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 943 025 | −12,66 | 39 947 | −3,75 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 11 076 | −68,05 | 469 | −64,79 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 12 493 | −1,88 | 529 | 8,18 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 674 545 | −0,03 | 28 574 | 10,17 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 9 875 | −32,48 | 418 | −25,62 | ||||
| 2025-05-13 | 13F | EverSource Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 382 201 | −4,99 | 16 190 | 4,70 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 95 032 | −31,36 | 4 026 | −24,37 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 38 143 | −14,49 | 1 627 | −5,08 | ||||
| 2025-05-15 | 13F | IronBridge Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 432 609 | −3,86 | 18 325 | 5,95 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 199 258 | −6,17 | 8 441 | 3,01 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 757 | −49,01 | 74 | −43,94 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 40 525 | −12,94 | 1 717 | −4,08 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 97 602 | −1,20 | 4 134 | 8,88 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 83 560 | −0,03 | 3 540 | 10,15 | ||||
| 2025-05-14 | 13F | Ameriprise Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 58 084 | −0,16 | 2 460 | 10,02 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 32 916 | −5,94 | 1 394 | 3,64 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 72 122 | −3,54 | 3 055 | 6,30 | ||||
| 2025-08-04 | 13F | ELCO Management Co., LLC | 17 080 | −0,29 | 724 | 9,88 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 5 430 | −0,93 | 230 | 9,52 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 10 857 | −0,23 | 460 | 9,81 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 66 626 | −4,14 | 2 822 | 5,65 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 7 711 | −11,02 | 327 | −2,10 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 74 | −33,93 | 3 | −25,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 268 549 | −4,51 | 11 376 | 5,22 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 35 441 | −2,79 | 1 501 | 7,14 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 365 430 | −3,58 | 15 480 | 6,25 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 2 208 | −0,50 | 94 | 9,41 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Tableaux Llc | 8 730 | −92,57 | 489 | −89,16 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 36 048 | −2,16 | 1 527 | 7,77 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 19 403 | −8,99 | 822 | 0,24 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 1 199 | −2,91 | 51 | 6,38 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1 365 823 | −19,70 | 57 855 | −11,51 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 586 499 | −0,45 | 24 844 | 9,71 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 56 046 | −4,03 | 2 374 | 5,79 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 33 459 | −5,03 | 1 417 | 4,65 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 7 350 | −14,04 | 311 | −5,18 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 5 171 | −60,71 | 219 | −58,83 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 13 094 | −10,05 | 555 | −0,89 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 34 628 | −0,37 | 1 467 | 9,73 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 27 437 | −4,24 | 1 162 | 5,54 | ||||
| 2025-05-08 | 13F | Private Advisory Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 352 693 | −4,10 | 14 940 | 5,68 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 72 722 | −0,13 | 3 081 | 10,04 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 291 662 | −15,46 | 55 | −6,90 | ||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 5 252 | −3,49 | 222 | 6,22 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 12 692 | −20,31 | 538 | −12,25 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 156 255 | −26,85 | 6 619 | −23,47 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 34 511 | −0,97 | 1 509 | 12,70 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 376 909 | −25,16 | 15 966 | −17,53 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 36 402 | −0,02 | 1 542 | 10,15 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 12 840 | −1,91 | 544 | 7,95 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 202 | −51,56 | 9 | −50,00 | ||||
| 2025-05-09 | 13F | Conquis Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 11 973 | −2,52 | 507 | 7,42 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 14 802 | −8,15 | 627 | 1,29 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 51 507 | −19,44 | 2 182 | −11,23 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 8 913 | −3,07 | 378 | 6,80 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 2 728 541 | −0,63 | 115 581 | 9,51 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 9 035 | −11,05 | 347 | −15,57 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 6 995 | −2,67 | 296 | 7,25 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 19 835 | −2,03 | 840 | 7,97 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 12 945 | −56,04 | 548 | −51,59 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 21 000 | −49,28 | 890 | −44,12 | ||||
| 2025-04-22 | 13F | Perfromance Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Fmb Wealth Management | 218 270 | −4,64 | 9 246 | 5,08 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 142 666 | −42,55 | 6 043 | −36,60 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 19 208 | −16,12 | 814 | −7,61 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 583 460 | −0,60 | 24 715 | 9,54 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 200 549 | −0,22 | 8 738 | 13,00 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 493 050 | −0,33 | 20 886 | 9,83 | ||||
| 2025-07-09 | 13F | Blodgett Wealth Advisors, Llc | 5 712 | −5,93 | 242 | 3,43 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 1 253 779 | −2,47 | 53 110 | 7,47 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 10 806 | −43,85 | 458 | −38,16 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 19 581 | −0,17 | 753 | −5,29 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 13 384 | −9,70 | 567 | −0,53 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 16 417 | −45,27 | 695 | −39,72 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 104 640 | −79,02 | 4 433 | −76,88 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 261 417 | −3,07 | 11 074 | 6,82 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 84 900 | −11,82 | 3 596 | −2,81 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 13 131 | −0,12 | 556 | 10,10 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 3 468 551 | −1,59 | 146 928 | 8,45 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 20 756 | −2,86 | 879 | 7,06 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 64 449 | −2,04 | 2 730 | 7,95 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 99 230 | −8,47 | 4 233 | 4,80 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 33 217 | −26,08 | 1 407 | −18,53 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 2 133 206 | −4,54 | 90 | 5,88 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 308 092 | −29,03 | 13 051 | −21,80 | ||||
| 2025-08-14 | 13F | Comerica Bank | 370 | −48,82 | 16 | −44,44 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 67 445 | −7,38 | 2 857 | 2,04 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 28 529 | −21,45 | 1 208 | −13,47 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 365 | −67,06 | 15 | −65,91 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 636 076 | −0,53 | 27 421 | 11,94 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 10 772 | −89,80 | 456 | −88,77 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 41 516 | −0,37 | 1 759 | 9,81 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 18 986 | −1,07 | 804 | 9,09 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 62 102 | −3,70 | 2 631 | 6,13 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 2 411 | −3,98 | 102 | 6,25 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 52 292 | −1,00 | 2 215 | 9,11 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 24 823 | −8,01 | 1 052 | 1,45 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 26 161 | −1,17 | 1 108 | 8,95 | ||||
| 2025-08-14 | 13F | Betterment LLC | 669 297 | −48,31 | 28 | −42,86 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 9 924 | −21,74 | 420 | −13,76 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 11 718 | −9,25 | 496 | 0,00 | ||||
| 2025-04-17 | 13F | BCU Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 31 294 | −4,01 | 1 326 | 5,75 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 8 826 | −4,45 | 372 | 6,29 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 480 | −53,67 | 105 | −48,78 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 183 571 | −0,56 | 7 776 | 9,58 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 411 806 | −28,54 | 17 444 | −21,25 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 95 492 | −5,02 | 4 045 | 4,68 | ||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 1 195 351 | −1,71 | 52 715 | 14,18 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 513 147 | −2,37 | 21 737 | 7,58 | ||||
| 2025-05-06 | 13F | Avantax Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Family Office Research LLC | 5 412 | −0,90 | 229 | 9,57 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 282 101 | −9,89 | 11 950 | −0,71 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 33 174 | −0,16 | 1 405 | 10,02 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 176 732 | −3,06 | 7 486 | 6,82 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 755 918 | −3,67 | 32 021 | 6,16 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 7 099 | −13,67 | 299 | −4,78 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 2 111 792 | −4,79 | 89 456 | 4,91 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 34 267 | −0,22 | 1 452 | 9,92 | ||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 890 856 | −2,52 | 37 737 | 7,42 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 3 461 789 | −7,86 | 146 641 | 1,53 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 37 014 | −62,26 | 1 568 | −58,44 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 125 125 | −24,22 | 5 300 | −16,48 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 767 659 | −8,07 | 33 | 0,00 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 34 235 | −11,82 | 1 | 0,00 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 1 031 | −62,11 | 44 | −58,65 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 422 | −68,88 | 18 | −67,31 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 41 458 | −11,21 | 1 756 | −2,12 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 31 777 | −9,19 | 1 346 | 0,07 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 336 100 | −0,47 | 14 237 | 9,68 | ||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 72 751 | −23,26 | 3 082 | −15,45 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 14 516 | −17,65 | 615 | −9,31 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 114 | −98,63 | 5 | −98,75 | ||||
| 2025-04-14 | 13F | Black Point Wealth Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7 490 | −15,05 | 322 | −5,03 |
