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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 35 609 | −1,56 | 1 525 | 7,17 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 353 453 | −0,70 | 15 138 | 8,05 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 315 787 | −0,09 | 13 525 | 8,64 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 16 540 | −6,81 | 708 | 1,43 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 6 221 | −19,45 | 266 | −12,21 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 45 487 | −0,38 | 1 948 | 8,40 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 20 981 | −0,69 | 899 | 8,06 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 87 582 | −9,92 | 3 751 | −1,96 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 112 558 | −5,47 | 4 821 | 2,86 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 5 436 | −37,15 | 233 | −31,76 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 153 257 | −4,73 | 6 032 | 0,87 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 30 830 | −15,26 | 1 321 | −7,82 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 2 433 | −15,14 | 105 | −7,14 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 55 785 | −0,85 | 2 427 | 21,59 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 915 | −1,19 | 125 | 6,90 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 74 252 | −0,11 | 3 180 | 8,72 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 58 819 | −23,14 | 2 519 | −16,37 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 7 035 | −2,43 | 301 | 6,36 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 7 737 | −3,18 | 331 | 5,41 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 40 400 | −39,43 | 1 730 | −34,10 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 9 | −87,84 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 39 967 | −2,29 | 1 712 | 6,34 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 31 827 | −3,44 | 1 363 | 5,09 | ||||
| 2025-08-07 | 13F | Nwam Llc | 16 715 | −8,88 | 716 | −0,83 | ||||
| 2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 65 410 | −17,81 | 2 766 | −10,11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 1 337 217 | −0,95 | 57 273 | 7,79 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 697 | −2,52 | 30 | 3,57 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 509 202 | −1,60 | 21 809 | 7,08 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 20 926 | −4,63 | 896 | 3,82 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 39 205 | −4,40 | 1 679 | 4,03 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Team Hewins, LLC | 1 832 574 | −1,03 | 78 489 | 7,69 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 62 879 | −2,18 | 2 693 | 6,44 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 2 517 105 | −1,35 | 107 808 | 7,34 | ||||
| 2025-07-16 | 13F | Jentner Corp | 21 328 | −50,68 | 913 | −46,33 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 99 571 | −10,04 | 4 265 | −2,11 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 612 876 | −3,64 | 26 249 | 4,86 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 103 876 | −1,81 | 4 449 | 6,87 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 254 770 | −0,50 | 10 912 | 8,28 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 59 229 | −0,02 | 2 537 | 8,79 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1 366 009 | −34,10 | 58 506 | −28,29 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 57 762 | −6,37 | 2 474 | 1,85 | ||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 387 258 | −9,84 | 16 586 | −1,89 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 100 993 | −2,35 | 4 326 | 6,27 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 414 685 | −3,04 | 17 761 | 5,50 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 6 327 | −28,48 | 271 | −22,41 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 28 313 | −7,75 | 1 213 | 0,41 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 6 760 | −45,62 | 290 | −40,90 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 204 352 | −2,25 | 8 752 | 6,37 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 1 314 | −50,00 | 56 | −45,63 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 48 633 | −0,76 | 2 083 | 7,99 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 117 308 | −2,03 | 5 024 | 6,62 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 46 493 | −11,44 | 1 991 | −3,63 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 34 180 | −3,17 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 351 843 | −2,40 | 15 069 | 6,20 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 80 523 | −3,48 | 3 449 | 5,03 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 14 695 | −0,89 | 629 | 7,89 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1 209 385 | −1,69 | 51 653 | 13,09 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 109 009 | −30,32 | 4 669 | −24,18 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 155 535 | −2,59 | 6 662 | 6,00 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 592 957 | −9,91 | 25 396 | −1,92 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 73 139 | −2,90 | 3 133 | 5,67 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 126 334 | −1,61 | 5 411 | 7,04 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 229 597 | −14,87 | 9 834 | −7,34 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 164 491 | −3,30 | 49 876 | 5,23 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 108 418 | −1,88 | 4 644 | 6,76 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 163 359 | −0,35 | 6 997 | 8,43 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 318 968 | −3,67 | 14 | 0,00 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 18 733 | −6,18 | 802 | 2,17 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 262 421 | −0,85 | 11 239 | 7,89 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 31 996 | −0,65 | 1 370 | 8,13 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 17 830 | −5,27 | 764 | 3,11 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 3 345 974 | −1,85 | 143 308 | 6,80 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 174 447 | −0,98 | 7 472 | 7,76 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 43 955 | −1,84 | 1 883 | 6,81 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 22 643 | −3,11 | 970 | 5,44 | ||||
| 2025-05-02 | 13F | SageOak Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2 224 | −4,30 | 95 | 4,40 | ||||
| 2025-05-15 | 13F | Lavaca Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 5 452 | −6,69 | 234 | 1,75 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 61 221 | −45,55 | 2 622 | −40,75 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 242 482 | −7,64 | 10 386 | 0,50 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 181 981 | −2,00 | 7 794 | 6,65 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 356 379 | −2,29 | 15 264 | 6,33 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 49 551 | −1,54 | 2 122 | 7,17 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 491 759 | −1,31 | 21 035 | 7,26 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 324 | −78,68 | 14 | −77,97 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 397 357 | −0,62 | 17 166 | 23,83 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 459 857 | −1,43 | 19 696 | 7,27 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 286 544 | −4,33 | 12 273 | 4,03 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 11 680 814 | −4,60 | 500 289 | 3,81 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 431 113 | −64,11 | 18 465 | −60,95 | ||||
| 2025-05-15 | 13F | Alliancebernstein L.p. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 9 894 | −4,00 | 424 | 4,44 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 15 415 | −1,41 | 660 | 7,32 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 22 822 | −4,40 | 977 | 4,05 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 5 293 | −37,74 | 208 | −30,90 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 9 882 | −8,70 | 423 | −0,70 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 71 067 | −0,33 | 3 044 | 8,45 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 161 903 | −2,80 | 6 934 | 5,77 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 17 388 | −33,90 | 745 | −28,12 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 52 246 | −16,66 | 2 238 | −9,32 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 14 440 | −2,50 | 618 | 6,19 | ||||
| 2025-04-17 | 13F | Fortis Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Mogy Joel R Investment Counsel Inc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Operose Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 72 438 | −10,20 | 3 103 | 4,66 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 176 679 | −2,34 | 7 576 | 6,39 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 16 585 | −7,00 | 710 | 0,28 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 420 | −23,64 | 0 | |||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 63 349 | −0,24 | 2 713 | 8,56 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 13 737 | −0,74 | 588 | 8,09 | ||||
| 2025-08-07 | 13F | Commerce Bank | 6 112 | −18,10 | 262 | −10,92 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 1 173 390 | −2,29 | 50 256 | 6,32 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 96 488 | −2,20 | 4 133 | 6,41 | ||||
| 2025-04-24 | 13F | Legacy CG, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 70 079 | −4,46 | 3 002 | 3,95 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 42 241 | −1,90 | 1 809 | 6,79 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 135 028 | −1,43 | 5 783 | 7,25 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5 568 690 | −0,42 | 238 499 | 8,36 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 499 388 | −1,47 | 21 389 | 6,19 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 7 428 | −53,37 | 318 | −49,28 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 41 972 | −1,30 | 1 798 | 7,41 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 26 517 | −25,76 | 1 136 | −19,22 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 52 092 | −1,06 | 2 316 | 15,11 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 8 358 | −1,17 | 358 | 7,53 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 737 938 | −0,87 | 31 606 | 7,87 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 21 829 | −3,00 | 935 | 5,54 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 248 013 | −19,85 | 10 622 | −12,78 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 92 500 | −0,85 | 3 962 | 7,90 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 737 195 | −2,16 | 31 574 | 6,46 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 23 131 | −1,78 | 991 | 6,91 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 103 917 | −14,82 | 4 451 | −7,31 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 3 162 788 | −0,92 | 135 462 | 7,82 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 835 | −2,45 | 79 | 5,41 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 5 321 | −2,26 | 228 | 6,07 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 155 726 | −5,20 | 6 670 | 3,16 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 262 | −37,32 | 11 | −21,43 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 563 749 | −0,38 | 24 145 | 8,40 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 17 124 | −1,02 | 674 | 9,95 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 8 253 | −2,24 | 353 | 6,33 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 101 335 | −0,25 | 4 340 | 8,55 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 70 489 | −1,06 | 3 019 | 7,67 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 5 047 | −8,93 | 216 | −0,92 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 35 157 | −1,95 | 1 506 | 6,66 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 577 942 | −1,78 | 24 753 | 6,88 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 307 839 | −0,20 | 13 185 | 8,59 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 440 645 | −16,38 | 18 873 | −9,01 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 304 034 | −1,74 | 13 022 | 6,92 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1 184 228 | −0,50 | 50 720 | 8,27 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 236 759 | −11,63 | 10 140 | −3,84 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 145 243 | −13,46 | 6 221 | −5,83 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 83 667 | −1,07 | 3 583 | 7,66 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 35 997 | −12,49 | 1 542 | −4,76 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 1 672 558 | −1,45 | 72 004 | 9,83 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 20 497 | −3,91 | 878 | 4,53 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 185 083 | −18,38 | 7 927 | −11,17 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 458 932 | −1,52 | 20 | 5,56 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 10 420 | −14,99 | 446 | −7,47 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 304 950 | −14,53 | 13 061 | −6,99 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 16 629 | −2,93 | 712 | 5,64 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 10 928 | −0,50 | 468 | 8,33 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 20 461 | −14,97 | 876 | −7,50 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 15 897 | −2,21 | 681 | 6,42 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 186 434 | −0,76 | 7 985 | 7,98 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 82 693 | −0,14 | 3 542 | 8,65 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 336 933 | −0,84 | 14 431 | 7,90 | ||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 216 438 | −1,94 | 9 270 | 6,71 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 20 538 | −8,93 | 880 | −0,90 | ||||
| 2025-08-14 | 13F | Mbb Public Markets I Llc | 140 000 | −41,67 | 5 996 | −36,52 | ||||
| 2025-08-12 | 13F | Del-Sette Capital Management, LLC | 97 868 | −14,44 | 4 192 | −6,91 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 838 187 | −3,08 | 35 900 | 5,46 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 1 515 519 | −6,47 | 64 910 | 1,78 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 174 609 | −15,57 | 7 478 | −8,12 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 59 841 | −3,71 | 2 563 | 4,74 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 7 809 | −57,23 | 334 | −53,48 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 250 662 | −2,77 | 10 736 | 5,81 | ||||
| 2025-08-08 | 13F | Creative Planning | 3 497 364 | −0,62 | 149 792 | 8,14 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 98 687 | −4,01 | 4 | 0,00 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 702 043 | −3,90 | 30 068 | 4,57 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 393 136 | −2,30 | 16 838 | 6,31 | ||||
| 2025-08-08 | 13F | Renasant Bank | 6 740 | −2,90 | 289 | 5,49 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 50 381 | −5,56 | 2 158 | 2,76 | ||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 13 954 | −17,58 | 598 | −10,36 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 437 150 | −0,69 | 18 723 | 8,07 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 329 130 | −0,38 | 14 097 | 8,40 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 106 838 | −0,60 | 4 576 | 8,16 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 119 753 | −2,24 | 5 129 | 6,39 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 656 611 | −14,28 | 28 123 | −6,73 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 91 476 | −1,40 | 3 918 | 7,29 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 17 442 | −37,61 | 747 | −32,09 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 79 107 | −33,09 | 3 580 | −25,73 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 11 186 | −0,48 | 477 | 10,42 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 9 815 | −3,85 | 0 | |||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 6 909 | −20,41 | 296 | −13,49 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 223 432 | −9,93 | 9 570 | −1,99 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 19 336 | −1,39 | 828 | 7,39 | ||||
| 2025-05-13 | 13F | Sit Investment Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 611 184 | −5,20 | 26 177 | 3,16 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 11 547 | −2,05 | 495 | 6,70 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 138 723 | −3,11 | 5 941 | 5,43 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 94 322 | −2,88 | 4 040 | 5,68 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 31 499 | −3,68 | 1 349 | 4,82 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 19 779 | −66,11 | 847 | −63,11 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 88 026 | −3,18 | 3 770 | 5,37 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 824 444 | −1,85 | 78 141 | 6,80 |
