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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 53 640 | −1,26 | 3 595 | 9,41 | ||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 65 654 | −6,40 | 4 400 | 3,72 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 142 504 | −4,71 | 9 551 | 5,15 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1 403 | −98,72 | 50 | −99,26 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 68 769 | −0,10 | 4 714 | 13,24 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 47 447 | −0,11 | 3 180 | 10,69 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 12 342 | −1,15 | 827 | 9,54 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 186 676 | −9,03 | 12 511 | 0,81 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 86 959 | −2,85 | 5 828 | 7,67 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1 725 749 | −10,52 | 115 660 | −0,85 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 31 494 | −0,07 | 2 111 | 10,70 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | 10Elms LLP | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Applied Capital LLC | 21 933 | −0,55 | 1 470 | 10,20 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 14 618 | −0,34 | 980 | 10,37 | ||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 3 599 | −14,29 | 241 | −5,12 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 313 128 | −17,70 | 20 986 | −9,17 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 2 396 803 | −4,39 | 160 634 | 5,95 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 4 700 | −66,90 | 315 | −63,40 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 25 684 | −4,17 | 1 721 | 6,17 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 174 909 | −5,13 | 11 722 | 5,14 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 453 | −85,05 | 30 | −83,61 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3 790 | −16,22 | 254 | 4,96 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3 320 | −32,52 | 223 | −25,25 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 6 384 | −5,17 | 428 | 4,91 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 5 286 | −2,54 | 354 | 7,93 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 56 284 | −0,16 | 3 772 | 10,65 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 13 466 | −1,68 | 903 | 8,94 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4 853 | −0,02 | 325 | 10,92 | ||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 9 918 | −95,25 | 665 | −22,07 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 4 970 | −0,90 | 333 | 9,90 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 91 007 | −2,17 | 6 099 | 8,41 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 15 769 | −2,74 | 1 057 | 7,76 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8 011 | −37,63 | 537 | −30,93 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 5 744 | −83,03 | 385 | −81,24 | ||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 28 338 | −0,67 | 1 899 | 10,09 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 3 482 | −0,91 | 233 | 8,88 | ||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 441 725 | −0,54 | 29 604 | 10,22 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 124 188 | −0,19 | 8 323 | 10,60 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1 436 823 | −1,32 | 96 296 | 9,35 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 3 106 | −21,96 | 208 | −13,33 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 498 441 | −1,81 | 33 406 | 8,81 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 29 025 | −3,84 | 1 945 | 6,58 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 10 080 | −8,74 | 1 | |||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 85 199 | −5,23 | 5 710 | 5,02 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio | 8 635 996 | −3,74 | 578 784 | 6,67 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 912 390 | −1,70 | 61 148 | 8,93 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 97 411 | −11,33 | 6 528 | −1,75 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 157 609 | −0,53 | 10 563 | 10,23 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 23 116 | −0,47 | 1 549 | 10,33 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 1 103 | −50,02 | 74 | −45,11 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 307 722 | −32,39 | 20 624 | −25,08 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 712 470 | −2,01 | 47 750 | 8,59 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 3 249 | −16,20 | 218 | −7,26 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 4 666 | −8,04 | 313 | 1,96 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 12 806 | −23,56 | 858 | −15,30 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 31 550 | −2,26 | 2 114 | 8,30 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 95 062 | −2,35 | 6 371 | 8,22 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 482 598 | −0,98 | 32 344 | 9,72 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 236 361 | −6,97 | 15 841 | 7,43 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 229 443 | −8,29 | 15 377 | 1,63 | ||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 17 954 | −2,99 | 1 203 | 7,51 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 310 344 | −17,46 | 20 796 | −8,56 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 7 704 | −13,32 | 516 | −3,91 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 12 147 | −21,51 | 814 | −12,94 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 14 131 | −9,31 | 947 | 0,53 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 14 081 | −27,74 | 944 | −19,95 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 54 499 | −0,01 | 3 653 | 10,80 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 12 139 | −76,22 | 814 | −73,66 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 33 442 | −42,76 | 2 241 | −36,57 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 14 973 | −0,46 | 1 003 | 10,34 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 448 953 | −5,02 | 30 089 | 5,25 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 588 | −58,34 | 106 | −53,91 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 18 652 | −54,91 | 1 250 | −50,02 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 154 060 | −5,98 | 10 576 | 6,28 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 1 013 963 | −0,50 | 67 956 | 10,26 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 431 480 | −8,71 | 95 938 | 1,16 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | TFB Advisors LLC | 6 946 | −22,28 | 466 | −13,89 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 883 | −0,05 | 129 | 24,04 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 9 676 | −0,52 | 648 | 10,20 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 6 514 | −2,63 | 437 | 7,92 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 233 876 | −1,69 | 15 674 | 8,94 | ||||
| 2025-04-22 | 13F | Duncker Streett & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 346 935 | −4,24 | 23 252 | 6,11 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 75 052 | −2,26 | 5 030 | 8,29 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 29 016 | −5,36 | 1 945 | 4,85 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 696 320 | −43,72 | 46 667 | −37,63 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 4 249 | −33,42 | 285 | −26,23 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 10 534 | −9,15 | 706 | 0,57 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 21 140 | −1,17 | 1 417 | 9,51 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 504 | −32,80 | 34 | −29,79 | ||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Hill Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 13 559 | −9,73 | 909 | 0,00 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 108 297 | −0,29 | 7 258 | 10,51 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 8 844 | −11,91 | 593 | −2,47 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 79 702 | −0,94 | 5 342 | 9,76 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 3 483 | −23,28 | 233 | −14,96 | ||||
| 2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 85 055 | −3,02 | 5 700 | 7,47 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8 084 925 | −3,54 | 541 852 | 6,89 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 6 868 | −17,15 | 460 | −8,18 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 36 035 | −6,72 | 2 415 | 3,38 | ||||
| 2025-04-23 | 13F | YHB Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 112 022 | −2,54 | 7 508 | 8,00 | ||||
| 2025-04-17 | 13F | Rs Crum Inc. | 695 183 | −2,47 | 42 045 | −7,48 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 150 036 | −47,76 | 10 055 | −42,11 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 8 821 | −62,15 | 533 | −64,11 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 985 771 | −5,93 | 66 066 | 4,24 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 179 702 | −1,52 | 12 044 | 9,12 | ||||
| 2025-08-07 | 13F | Commerce Bank | 11 383 | −18,03 | 763 | −9,18 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 59 578 | −0,49 | 3 993 | 10,25 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 14 569 | −27,28 | 976 | −19,41 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 89 621 | −15,28 | 6 006 | −6,13 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 58 285 | −0,43 | 3 906 | 10,34 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 43 375 | −1,47 | 2 907 | 9,20 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 49 514 | −1,09 | 3 318 | 9,61 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 26 110 | −3,97 | 1 750 | 6,39 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 9 508 | −20,69 | 637 | −12,14 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 79 993 | −16,54 | 5 361 | −7,51 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 783 | −96,75 | 52 | −96,43 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 145 | −50,00 | 10 | −47,06 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 12 144 | −0,69 | 814 | 10,01 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 18 910 | −0,49 | 1 267 | 10,27 | ||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 311 464 | −8,20 | 21 077 | 2,71 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Citigroup Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 3 870 | −3,13 | 259 | 7,47 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 11 222 | −24,06 | 752 | −15,79 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 171 359 | −1,98 | 11 484 | 11,01 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 3 384 | −44,40 | 227 | −38,59 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 14 314 | −12,92 | 959 | −3,52 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 44 921 | −2,63 | 3 011 | 7,89 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 110 198 | −0,08 | 7 385 | 10,72 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 10 549 | −25,47 | 736 | −13,21 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 5 052 581 | −2,10 | 338 624 | 8,49 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 30 078 | −0,30 | 2 014 | 10,42 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 61 928 | −0,47 | 4 150 | 10,28 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 17 509 | −1,47 | 1 173 | 9,22 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 504 951 | −0,49 | 33 842 | 10,26 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 60 076 | −4,87 | 4 | 33,33 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 4 604 | −18,01 | 309 | −9,14 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 150 301 | −10,29 | 10 073 | −0,58 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 91 678 | −0,84 | 6 144 | 9,89 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 78 721 | −1,41 | 5 276 | 9,24 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 3 514 | −26,85 | 236 | −18,97 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 82 445 | −5,20 | 5 525 | 5,06 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 20 581 | −2,28 | 1 379 | 8,33 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 54 124 | −2,28 | 3 627 | 8,30 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 567 600 | −0,04 | 38 041 | 10,76 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 14 535 | −26,99 | 974 | −19,44 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 72 652 | −11,25 | 4 869 | −1,64 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 497 847 | −0,99 | 33 366 | 9,71 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 461 | −62,66 | 98 | −60,25 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 27 875 | −0,34 | 1 868 | 10,47 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 3 912 | −21,02 | 262 | −12,37 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 9 556 | −3,17 | 578 | −8,27 | ||||
| 2025-05-16 | 13F | Great Lakes Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 40 485 | −7,33 | 2 713 | 2,69 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 155 783 | −75,45 | 10 441 | −72,80 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 10 178 | −1,12 | 682 | 9,65 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 125 856 | −2,21 | 8 435 | 8,36 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 16 571 | −23,83 | 1 111 | −15,59 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 94 934 | −3,28 | 6 362 | 7,18 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 280 262 | −2,99 | 18 783 | 7,50 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6 270 | −13,54 | 420 | −9,09 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 15 045 | −37,80 | 1 008 | −31,05 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 637 122 | −2,76 | 42 700 | 7,75 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 111 570 | −0,05 | 7 477 | 10,75 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 1 219 630 | −1,04 | 81 740 | 9,66 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 356 207 | −7,92 | 23 873 | 2,04 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 175 309 | −1,02 | 11 749 | 9,68 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 58 959 | −0,39 | 3 951 | 10,39 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 4 595 119 | −2,50 | 307 965 | 8,05 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 225 530 | −8,72 | 15 115 | 1,15 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 1 009 455 | −0,99 | 67 654 | 9,72 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 149 774 | −4,91 | 10 038 | 5,38 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 8 961 | −8,23 | 619 | 4,92 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 946 784 | −2,37 | 63 453 | 8,18 | ||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 7 369 | −48,44 | 494 | −42,94 | ||||
| 2025-08-08 | 13F | Creative Planning | 3 530 566 | −0,82 | 236 619 | 9,91 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 109 322 | −0,68 | 7 327 | 10,05 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 3 043 | −20,63 | 204 | −12,12 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 28 435 | −65,54 | 1 906 | −61,83 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 952 690 | −3,56 | 63 849 | 6,87 | ||||
| 2025-04-17 | 13F | Scratch Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 155 640 | −0,95 | 10 431 | 9,77 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 40 810 | −1,31 | 2 735 | 9,40 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 794 | −1,98 | 53 | 10,42 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 17 869 | −3,25 | 1 198 | 8,13 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 20 803 | −10,66 | 1 394 | −0,99 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 3 896 | −17,86 | 261 | −8,74 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 908 286 | −23,30 | 60 873 | −15,01 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 6 778 | −10,17 | 454 | −0,44 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 68 444 | −24,61 | 4 798 | −13,61 | ||||
| 2025-07-11 | 13F | Bell Bank | 24 462 | −0,49 | 1 639 | 10,30 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 3 270 | −12,12 | 219 | −2,67 | ||||
| 2025-05-06 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 69 131 | −26,12 | 4 633 | −18,12 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 210 728 | −2,34 | 14 123 | 8,21 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 48 842 | −2,72 | 3 273 | 2,28 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 152 503 | −0,62 | 10 221 | 5,28 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 12 934 | −2,58 | 867 | 7,98 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 135 915 | −0,92 | 9 109 | 9,80 | ||||
| 2025-05-12 | 13F | JFG Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | SkyOak Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 40 539 | −8,33 | 2 717 | 1,57 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 164 500 | −2,38 | 11 025 | 8,17 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 21 413 | −16,06 | 1 435 | −6,94 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 60 730 | −0,39 | 4 070 | 10,39 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 42 620 | −1,10 | 2 856 | 9,59 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 511 481 | −52,16 | 34 279 | −46,98 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 8 584 | −16,89 | 575 | −7,85 |
