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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 246 028 | −0,56 | 7 226 | 18,72 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 31 159 | −22,87 | 915 | −13,52 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 65 802 | −1,69 | 1 933 | 10,21 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 8 199 | −1,00 | 241 | 11,11 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 183 547 | −0,13 | 5 391 | 11,94 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 7 615 838 | −1,11 | 223 677 | 10,86 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 5 919 | −6,77 | 174 | 4,22 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 60 773 | −5,00 | 1 785 | 6,44 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 2 086 502 | −3,77 | 61 281 | 7,87 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 374 418 | −3,15 | 10 997 | 8,57 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 14 248 | −43,39 | 418 | −36,57 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 284 398 | −8,09 | 8 | 0,00 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 43 089 | −3,03 | 1 266 | 8,68 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 36 388 | −2,03 | 1 069 | 9,76 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 305 219 | −10,81 | 8 964 | −0,43 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 60 417 | −0,70 | 1 774 | 11,29 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 751 383 | −1,00 | 22 068 | 10,98 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 120 346 | −1,15 | 3 514 | 10,19 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 616 911 | −17,44 | 18 119 | −7,45 | ||||
| 2025-04-28 | 13F | Salomon & Ludwin, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 55 575 | −15,33 | 1 632 | −5,06 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Holcombe Financial, Inc. | 19 010 | −2,10 | 558 | 9,84 | ||||
| 2025-05-02 | 13F | Sigma Planning Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 208 | −82,78 | 6 | −80,65 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 360 272 | −0,85 | 10 581 | 17,15 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 394 556 | −36,97 | 11 588 | −29,34 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 42 331 | −1,33 | 1 243 | 10,59 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 933 080 | −3,20 | 27 405 | 8,51 | ||||
| 2025-04-09 | 13F | Baker Tilly Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 113 893 | −10,25 | 3 345 | 0,63 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 16 869 | −1,19 | 495 | 10,74 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 176 477 | −0,09 | 5 183 | 12,02 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 10 978 | −6,44 | 321 | 11,46 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 93 423 | −0,36 | 2 744 | 11,69 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 13 302 | −1,88 | 391 | 9,86 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 29 119 | −8,80 | 855 | 2,27 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 11 033 | −30,51 | 324 | −22,12 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 89 824 | −2,02 | 2 638 | 9,87 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 2 766 429 | −0,01 | 81 250 | 12,09 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 42 859 | −8,74 | 1 259 | 2,28 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Capital Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 629 629 | −1,11 | 18 492 | 10,86 | ||||
| 2025-07-22 | 13F | JP Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 1 324 591 | −7,97 | 38 903 | 3,16 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 21 227 | −4,01 | 623 | 7,60 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 13 500 | −2,60 | 400 | 19,05 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 507 041 | −7,98 | 14 892 | 3,15 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 2 646 | −1,31 | 78 | 10,00 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 937 839 | −4,96 | 27 544 | 6,54 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 112 020 | −1,16 | 3 290 | 10,81 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 705 703 | −6,99 | 20 726 | 4,27 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 397 523 | −0,25 | 11 675 | 11,83 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 454 680 | −35,86 | 13 354 | −28,11 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 491 243 | −1,55 | 14 428 | 10,36 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 30 241 | −1,17 | 888 | 10,86 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 307 768 | −4,85 | 9 039 | 6,67 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 47 127 | −0,80 | 1 384 | 11,25 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 58 115 | −3,19 | 1 707 | 8,52 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 106 159 | −0,36 | 3 118 | 11,68 | ||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 309 426 | −0,41 | 9 088 | 11,63 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 107 342 | −0,57 | 3 153 | 11,46 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 115 651 | −2,50 | 3 397 | 9,30 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 796 | −57,61 | 53 | −53,15 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 19 305 | −0,54 | 567 | 11,61 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10 264 | −41,99 | 301 | −34,99 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 207 535 | −6,04 | 6 095 | 5,32 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 183 256 | −2,37 | 5 382 | 9,46 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 1 766 764 | −10,88 | 46 289 | −6,08 | ||||
| 2025-07-29 | 13F | Schubert & Co | 37 992 | −46,09 | 1 116 | −39,60 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 24 101 | −4,13 | 708 | 7,45 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11 039 | −26,05 | 324 | −17,14 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 294 | −93,10 | 9 | −92,79 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 243 518 | −1,31 | 7 152 | 10,64 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 9 521 | −37,56 | 280 | −30,08 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4 649 | −33,61 | 137 | −25,68 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 498 568 | −1,65 | 14 643 | 10,24 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 103 624 | −0,35 | 3 043 | 11,71 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 876 712 | −22,13 | 84 489 | −12,71 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 20 204 | −6,92 | 593 | 4,40 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 57 511 | −0,75 | 1 689 | 11,26 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hemington Wealth Management | 334 815 | −1,67 | 10 | 12,50 | ||||
| 2025-05-05 | 13F | Millstone Evans Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1 338 253 | −26,97 | 39 305 | −18,13 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 45 691 | −0,03 | 1 342 | 12,03 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 66 529 | −0,02 | 1 954 | 12,05 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 300 123 | −3,43 | 8 815 | 8,25 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 100 741 | −3,36 | 2 959 | 8,31 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 9 | −70,00 | 0 | |||||
| 2025-08-14 | 13F | RBF Capital, LLC | 140 000 | −15,15 | 4 112 | −4,90 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 28 765 | −1,16 | 845 | 10,76 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 414 382 | −8,21 | 12 171 | 2,90 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 86 891 | −3,81 | 2 552 | 7,82 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 426 569 | −0,78 | 41 898 | 11,22 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 416 500 | −7,80 | 12 233 | 3,35 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 669 643 | −4,99 | 20 290 | 5,26 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 241 280 | −1,40 | 7 086 | 10,53 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 69 080 | −0,98 | 2 029 | 11,00 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 458 844 | −0,49 | 13 476 | 11,56 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 222 123 | −0,21 | 6 524 | 11,87 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 130 350 | −6,37 | 3 828 | 4,96 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 62 443 | −14,65 | 1 834 | −4,33 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 7 797 | −7,59 | 229 | 3,62 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 232 369 | −5,99 | 6 825 | 5,39 | ||||
| 2025-04-16 | 13F | Mogy Joel R Investment Counsel Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 72 209 | −20,31 | 2 121 | −10,70 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 22 105 | −0,40 | 649 | 11,70 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 349 960 | −5,23 | 10 278 | 6,24 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 562 068 | −5,48 | 16 508 | 5,96 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2 447 433 | −8,28 | 71 881 | 2,82 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 3 631 152 | −1,85 | 106 647 | 10,03 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 3 792 745 | −0,65 | 111 393 | 11,37 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 10 206 | −2,21 | 267 | 3,09 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 21 106 | −17,79 | 642 | −7,24 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 15 439 | −2,32 | 453 | 9,42 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 7 759 | −0,15 | 228 | 11,82 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 155 152 | −11,45 | 33 927 | −0,74 | ||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 10 306 430 | −3,57 | 302 700 | 8,09 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 41 942 | −30,41 | 1 099 | −26,70 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 68 678 | −1,01 | 2 017 | 11,01 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 119 700 | −2,78 | 4 | 0,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 873 997 | −1,97 | 25 669 | 9,89 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 65 322 | −2,55 | 1 918 | 9,23 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 6 995 733 | −11,79 | 205 465 | −1,12 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 605 851 | −3,06 | 17 794 | 8,67 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 297 403 | −13,15 | 9 | 0,00 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 507 458 | −0,68 | 15 | 15,38 | ||||
| 2025-04-29 | 13F | CoreFirst Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 20 468 | −1,03 | 601 | 11,09 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 4 933 976 | −2,94 | 145 | 8,27 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 160 619 | −3,74 | 4 717 | 7,92 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 60 318 | −3,98 | 1 772 | 10,83 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 076 | −75,77 | 61 | −73,21 | ||||
| 2025-04-17 | 13F | Rs Crum Inc. | 182 326 | −0,18 | 4 777 | 5,20 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 89 767 | −5,64 | 2 636 | 5,78 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 7 297 | −10,73 | 214 | 0,00 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 36 170 | −0,72 | 1 062 | 11,32 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 264 602 | −0,30 | 7 771 | 11,76 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3 679 168 | −7,74 | 108 057 | 3,42 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 546 110 | −5,78 | 16 039 | 5,62 | ||||
| 2025-05-09 | 13F | Pinney & Scofield, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 85 278 | −11,00 | 2 505 | −0,24 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 110 896 | −11,78 | 3 257 | −1,09 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 97 722 | −12,18 | 2 870 | 3,76 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 1 096 575 | −0,42 | 32 206 | 11,63 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 214 076 | −2,04 | 6 | 20,00 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 78 533 | −0,17 | 2 307 | 11,94 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 144 800 | −0,74 | 4 253 | 11,25 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 45 132 | −1,91 | 1 326 | 9,96 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 309 086 | −3,46 | 9 078 | 8,19 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 65 436 | −3,53 | 1 922 | 8,10 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 25 607 | −7,23 | 752 | 4,01 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 80 643 | −0,31 | 2 366 | 11,66 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1 362 512 | −4,77 | 40 017 | 6,75 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 34 063 | −2,46 | 1 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 3 001 123 | −5,60 | 88 143 | 5,75 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 34 220 | −2,10 | 1 005 | 9,84 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 803 499 | −2,00 | 23 808 | 10,83 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 66 146 | −6,12 | 1 943 | 5,20 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 20 062 | −10,96 | 589 | −0,17 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3 459 555 | −2,39 | 101 607 | 9,42 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 110 217 | −59,25 | 3 237 | −54,32 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 51 148 | −0,87 | 1 502 | 11,18 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 47 614 | −1,47 | 1 398 | 10,43 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 321 879 | −1,04 | 9 454 | 10,94 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 215 345 | −4,90 | 6 325 | 6,61 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | ERn Financial, LLC | 330 741 | −4,44 | 9 714 | 7,12 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 240 838 | −6,35 | 36 443 | 4,98 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 338 488 | −3,56 | 9 941 | 8,10 | ||||
| 2025-04-28 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 118 955 | −13,13 | 3 494 | −2,62 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 6 611 | −8,85 | 194 | 2,11 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 116 599 | −1,08 | 3 425 | 10,88 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 4 071 | −7,92 | 120 | 3,48 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 1 580 414 | −5,90 | 46 417 | 5,48 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 7 750 | −43,24 | 228 | −36,41 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 1 513 637 | −1,42 | 44 622 | 12,12 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 31 062 | −4,69 | 912 | 6,92 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 824 655 | −1,31 | 24 220 | 10,63 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 186 812 | −8,55 | 5 487 | 2,50 | ||||
| 2025-05-15 | 13F | Headinvest, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 115 123 | −6,44 | 3 381 | 10,56 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 14 168 | −3,07 | 416 | 8,90 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 41 634 | −0,42 | 1 223 | 11,60 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 37 983 | −0,22 | 1 116 | 11,84 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7 249 | −8,25 | 213 | 2,42 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 14 887 | −1,28 | 437 | 10,63 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 242 051 | −34,34 | 7 109 | −26,39 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 266 308 | −1,83 | 7 821 | 10,05 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 52 284 | −0,45 | 1 536 | 11,56 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 257 910 | −24,32 | 7 575 | −15,17 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 1 163 780 | −3,61 | 34 180 | 8,05 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 1 477 428 | −74,28 | 43 392 | −71,17 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 11 387 | −22,33 | 334 | −13,02 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 34 607 | −6,52 | 1 016 | 4,85 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 32 141 | −4,12 | 944 | 7,52 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Arizona PSPRS Trust | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 36 002 | −4,45 | 1 057 | 7,09 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 32 750 | −5,54 | 1 | |||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 1 464 348 | −1,17 | 43 008 | 10,79 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 11 395 | −1,61 | 335 | 10,23 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 5 974 | −78,64 | 175 | −74,82 | ||||
| 2025-08-08 | 13F | Creative Planning | 400 328 | −2,41 | 11 758 | 9,40 | ||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 1 688 504 | −0,08 | 49 591 | 12,01 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 66 899 | −1,47 | 1 965 | 10,46 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 701 452 | −1,18 | 20 602 | 10,78 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 22 799 | −3,74 | 670 | 7,90 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 9 720 | −15,87 | 285 | −5,63 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 4 087 877 | −0,80 | 120 061 | 11,20 | ||||
| 2025-07-31 | 13F | McCarthy Asset Management, Inc. | 9 853 | −17,49 | 289 | −7,37 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 5 095 | −12,09 | 150 | −1,32 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 414 724 | −24,80 | 12 180 | −15,70 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 210 494 | −0,49 | 6 182 | 11,57 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 519 382 | −2,00 | 15 254 | 9,85 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 108 528 | −2,44 | 3 187 | 9,37 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 298 494 | −1,63 | 8 767 | 10,28 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 7 543 | −37,30 | 224 | −29,11 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 14 202 | −23,82 | 417 | −14,55 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 677 533 | −0,97 | 19 899 | 11,01 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 34 211 | −10,59 | 1 005 | 0,20 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 7 297 | −10,73 | 214 | 0,00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 91 508 | −4,18 | 2 688 | 7,39 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 30 127 | −12,02 | 885 | −1,45 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 594 530 | −1,64 | 76 201 | 10,26 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 5 369 | −42,54 | 158 | −35,66 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 15 019 | −21,35 | 441 | −11,80 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 19 943 | −9,28 | 586 | 1,74 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 90 762 | −18,64 | 2 666 | −8,80 | ||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 213 635 | −2,24 | 6 473 | 15,71 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 6 914 | −40,39 | 203 | −33,00 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 18 828 | −3,18 | 553 | 8,45 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 7 485 | −4,42 | 220 | 6,83 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2 118 305 | −2,59 | 62 215 | 9,20 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 200 487 | −2,33 | 5 888 | 9,48 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 9 153 | −0,11 | 269 | 11,67 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 4 344 383 | −0,26 | 127 595 | 11,81 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 70 136 | −1,07 | 2 060 | 10,88 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 17 985 | −4,12 | 528 | 7,54 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Planning Center, Inc. | 2 850 542 | −2,26 | 83 720 | 9,57 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 306 541 | −1,61 | 9 003 | 10,30 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 507 877 | −5,01 | 14 916 | 6,48 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 140 543 | −1,45 | 4 | 33,33 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 24 567 | −1,46 | 722 | 10,41 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 21 699 | −0,47 | 637 | 11,56 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 14 464 | −16,06 | 425 | −5,99 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 24 827 | −59,12 | 729 | −54,18 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 17 803 | −6,72 | 523 | 4,40 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 58 564 | −1,26 | 1 720 | 10,68 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 112 697 | −0,39 | 3 310 | 11,64 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 211 114 | −1,24 | 6 200 | 10,71 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 15 016 | −62,56 | 441 | −58,00 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 207 788 | −5,60 | 6 103 | 5,81 |
