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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 36 751 | −7,08 | 1 904 | 0,37 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 470 660 | −2,95 | 23 589 | −1,77 | ||||
2025-08-13 | 13F | Rockport Wealth LLC | 14 265 | −15,79 | 715 | −14,80 | ||||
2025-07-24 | 13F | True Link Financial Advisors, LLC | 20 286 | −1,90 | 1 017 | −0,68 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 9 243 | −17,66 | 463 | −19,06 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 372 107 | −7,74 | 18 653 | −6,63 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
2025-05-05 | 13F | Willner & Heller, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Smith, Moore & Co. | 4 789 | −0,17 | 240 | 1,27 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-29 | NP | EZM - WisdomTree U.S. MidCap Fund N/A | 18 832 | −56,97 | 944 | −56,48 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 55 296 | −6,43 | 2 771 | −5,30 | ||||
2025-08-29 | NP | DES - WisdomTree U.S. SmallCap Dividend Fund N/A | 3 707 | −94,47 | 186 | −94,42 | ||||
2025-07-23 | 13F | RiverTree Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 14 933 | −12,48 | 748 | −11,37 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 53 036 | −2,04 | 2 658 | −0,86 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 277 530 | −2,04 | 13 910 | −0,86 | ||||
2025-04-10 | 13F | EWG Elevate Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 529 675 | −0,74 | 26 547 | 0,47 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 1 003 | −1,57 | 50 | 0,00 | ||||
2025-08-14 | 13F | Hancock Whitney Corp | 65 765 | −3,11 | 3 296 | −1,93 | ||||
2025-07-30 | 13F | Patten Group, Inc. | 7 109 | −15,18 | 356 | −14,22 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 88 078 | −33,02 | 4 414 | −32,22 | ||||
2025-07-18 | 13F | Marino, Stram & Associates Llc | 17 152 | −1,44 | 860 | −0,23 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 53 733 | −10,45 | 2 693 | −9,36 | ||||
2025-04-28 | 13F | Coastline Trust Co | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 19 444 | −10,64 | 975 | −9,56 | ||||
2025-08-07 | 13F | Cascade Financial Partners, LLC | 88 710 | −4,24 | 4 446 | −3,07 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 433 008 | −17,58 | 21 443 | −19,92 | ||||
2025-04-14 | 13F | Clarity Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 6 357 | −3,23 | 319 | −2,15 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 26 221 | −1,72 | 1 314 | −0,53 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-17 | 13F | Independence Bank of Kentucky | 65 984 | −0,69 | 3 307 | 0,52 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 3 431 | −3,46 | 172 | −2,29 | ||||
2025-08-11 | 13F | Trajan Wealth LLC | 372 555 | −4,55 | 18 672 | −3,39 | ||||
2025-07-21 | 13F | Cape Ann Savings Bank | 10 593 | −0,94 | 531 | 0,19 | ||||
2025-07-16 | 13F | New Insight Wealth Advisors | 12 140 | −4,48 | 608 | −3,34 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 29 227 | −0,06 | 1 465 | 1,10 | ||||
2025-08-01 | 13F | Milestone Asset Management Group, LLC | 10 482 | −39,41 | 525 | −39,38 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 22 986 | −14,89 | 1 152 | −13,84 | ||||
2025-08-07 | 13F | Apeiron RIA LLC | 109 376 | −5,33 | 5 482 | −4,20 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 54 394 | −22,23 | 2 726 | −21,28 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 14 960 | −12,19 | 750 | −11,15 | ||||
2025-07-17 | 13F | White Pine Investment CO | 165 549 | −1,44 | 8 | 0,00 | ||||
2025-08-11 | 13F | Tidemark, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Summit Financial, LLC | 12 340 | −0,28 | 618 | 0,98 | ||||
2025-04-23 | 13F | RAM Investment Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Holistic Planning, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Uhlmann Price Securities, Llc | 7 530 | −38,49 | 377 | −37,79 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 101 306 | −0,57 | 5 077 | 0,63 | ||||
2025-08-13 | 13F | Great Diamond Partners, LLC | 21 546 | −2,78 | 1 080 | −1,64 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 64 340 | −0,60 | 3 225 | 0,59 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 43 391 | −2,56 | 2 175 | −1,41 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 60 011 | −3,39 | 3 008 | −2,21 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 58 980 | −6,32 | 2 956 | −5,17 | ||||
2025-08-12 | 13F | Farmers National Bank | 39 532 | −0,15 | 1 981 | 1,07 | ||||
2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Blue Capital, Inc. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 6 081 | −11,52 | 305 | −10,59 | ||||
2025-07-09 | 13F | Beacon Financial Group | 104 718 | −6,22 | 5 248 | −5,08 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 4 832 | −6,12 | 242 | −4,72 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 37 555 | −21,66 | 1 882 | −20,69 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 99 770 | −2,54 | 5 084 | 0,06 | ||||
2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 5 628 | −67,54 | 282 | −67,13 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 172 | −29,80 | 9 | −33,33 | ||||
2025-05-08 | 13F | Armis Advisers, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Northwest Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Howard Bailey Securities, Llc | 69 765 | −0,51 | 3 497 | 0,69 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 6 245 | −17,33 | 313 | −16,58 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 589 | −16,45 | 30 | −14,71 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 20 447 | −4,67 | 1 025 | −3,58 | ||||
2025-08-11 | 13F | Invenio Wealth Partners Llc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 117 650 | −2,98 | 5 897 | −1,80 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 3 547 | −6,24 | 178 | −5,35 | ||||
2025-07-15 | 13F | Well Done, LLC | 41 788 | −0,16 | 2 094 | −1,83 | ||||
2025-08-04 | 13F | Spire Wealth Management | 1 855 | −46,79 | 93 | −46,51 | ||||
2025-07-08 | 13F | RMR Wealth Builders | 6 808 | −0,71 | 341 | 0,59 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 17 052 | −2,29 | 855 | −1,16 | ||||
2025-07-22 | 13F | Kickstand Ventures, Llc. | 4 484 | −7,66 | 225 | −6,67 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 8 023 | −15,68 | 402 | −14,65 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 4 255 | −67,12 | 213 | −66,72 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 381 | −32,57 | 19 | −29,63 | ||||
2025-08-06 | 13F | Simmons Bank | 19 454 | −9,22 | 975 | −8,11 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 472 | −2,96 | 274 | −1,79 | ||||
2025-08-13 | 13F | Invesco Ltd. | 8 084 | −7,39 | 405 | −6,25 | ||||
2025-04-14 | 13F | Wedmont Private Capital | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 12 400 | −90,75 | 621 | −90,65 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 100 | −44,75 | 5 | −55,56 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 9 058 | −4,15 | 454 | −3,00 | ||||
2025-08-14 | 13F | BancorpSouth Bank | 27 019 | −0,23 | 1 354 | 0,97 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 7 564 | −0,50 | 379 | 0,80 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 6 587 | −3,83 | 330 | −2,65 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 53 807 | −7,01 | 2 697 | −5,90 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 21 645 | −3,10 | 1 085 | −1,99 | ||||
2025-08-14 | 13F | Private Capital Management, LLC | 79 629 | −1,28 | 3 991 | −0,08 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 44 141 | −0,85 | 2 270 | 2,95 | ||||
2025-04-16 | 13F | Farrell Financial LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | West Bancorporation Inc | 7 281 | −6,43 | 365 | −5,45 | ||||
2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 92 490 | −1,00 | 5 | 0,00 | ||||
2025-04-23 | 13F | Perigon Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Creative Planning | 1 517 613 | −0,70 | 76 063 | 0,50 | ||||
2025-08-01 | 13F | Reliant Investment Partners, LLC | 7 361 | −9,25 | 369 | −8,23 | ||||
2025-07-15 | 13F | IMS Capital Management | 23 735 | −0,42 | 1 190 | 0,76 | ||||
2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 10 015 | −5,29 | 1 | |||||
2025-04-29 | 13F | Rice Partnership, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Meridian Financial, LLC | 20 794 | −2,76 | 1 042 | −1,51 | ||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 54 885 | −2,08 | 2 751 | −0,90 | ||||
2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 16 903 | −61,67 | 847 | −61,20 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 67 044 | −5,27 | 3 360 | −4,11 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 95 816 | −24,29 | 5 | −33,33 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 22 250 | −1,08 | 1 115 | 0,18 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 7 753 | −2,38 | 389 | −1,27 | ||||
2025-08-13 | 13F | Denver Wealth Management, Inc. | 19 443 | −0,65 | 974 | 0,52 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 6 119 | −2,64 | 307 | −1,61 | ||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 14 504 | −0,62 | 727 | 0,55 | ||||
2025-07-03 | 13F | First Hawaiian Bank | 107 886 | −24,98 | 5 407 | −24,07 | ||||
2025-07-07 | 13F | Investors Research Corp | 5 231 | −2,22 | 262 | −0,76 | ||||
2025-08-07 | 13F | Midland Wealth Advisors Llc | 48 362 | −8,66 | 2 424 | −7,59 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 20 | −53,49 | 1 | −100,00 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 32 207 | −8,54 | 1 614 | −7,40 | ||||
2025-07-22 | 13F | Plimoth Trust Co Llc | 9 438 | −3,23 | 473 | −1,87 | ||||
2025-08-14 | 13F | Mariner, LLC | 120 882 | −11,12 | 6 059 | −10,05 | ||||
2025-07-31 | 13F | GLOBALT Investments LLC / GA | 19 457 | −9,85 | 975 | −8,71 | ||||
2025-08-13 | 13F | Navis Wealth Advisors, LLC | 15 611 | −23,69 | 782 | −22,80 | ||||
2025-07-21 | 13F | Stock Yards Bank & Trust Co | 41 741 | −4,69 | 2 092 | −3,51 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Sage Capital Management, LLC | 91 672 | −1,73 | 4 595 | −0,54 | ||||
2025-08-13 | 13F | Northern Trust Corp | 36 304 | −23,40 | 1 820 | −22,46 | ||||
2025-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 8 683 | −0,73 | 435 | 0,46 | ||||
2025-08-11 | 13F | Culbertson A N & Co Inc | 28 251 | −8,43 | 1 416 | −7,33 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 9 435 | −0,54 | 473 | 0,64 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 560 473 | −27,41 | 28 091 | −26,52 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 93 084 | −3,07 | 4 665 | −1,89 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 90 445 | −2,11 | 4 533 | −0,92 | ||||
2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 11 526 | −78,18 | 578 | −77,93 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 77 844 | −4,16 | 3 902 | −3,01 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 44 573 | −2,26 | 2 234 | −1,06 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 21 676 | −1,13 | 1 086 | 0,09 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 9 157 | −8,94 | 459 | −7,85 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 11 339 | −82,98 | 584 | −82,29 | ||||
2025-08-15 | 13F | Morgan Stanley | 2 374 159 | −3,39 | 118 993 | −2,22 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 14 803 | −0,49 | 1 | |||||
2025-08-01 | 13F | FSA Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Montag A & Associates Inc | 3 679 | −75,90 | 184 | −75,66 | ||||
2025-07-29 | 13F | Private Trust Co Na | 7 687 | −12,75 | 385 | −11,70 | ||||
2025-07-15 | 13F | Alhambra Investment Partners LLC | 4 449 | −0,47 | 223 | 0,45 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 28 818 | −5,19 | 1 444 | −4,05 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 1 375 500 | −9,22 | 68 946 | −8,19 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 22 469 | −2,47 | 1 126 | −1,23 | ||||
2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 300 | −54,55 | 15 | −53,12 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 450 491 | −0,45 | 22 579 | 0,75 | ||||
2025-07-10 | 13F | HF Advisory Group, LLC | 38 519 | −3,18 | 1 931 | −2,03 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 311 553 | −1,13 | 15 615 | 0,07 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 25 923 | −3,54 | 1 299 | −2,33 | ||||
2025-08-12 | 13F | Argent Trust Co | 38 258 | −0,10 | 1 917 | 1,11 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 22 925 | −1,63 | 1 149 | −0,43 | ||||
2025-07-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6 708 | −0,78 | 336 | 0,60 | ||||
2025-07-10 | 13F | Weinberger Asset Management, Inc | 5 012 | −4,90 | 251 | −3,46 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 750 263 | −11,69 | 38 | −11,90 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 983 080 | −5,74 | 49 272 | −4,60 | ||||
2025-05-15 | 13F | Promethium Advisors,llc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Chilton Capital Management Llc | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Benjamin Edwards Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 77 139 | −2,06 | 3 866 | −0,87 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 1 127 273 | −0,61 | 56 499 | 0,59 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 110 247 | −40,99 | 5 526 | −40,28 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 18 264 | −1,24 | 915 | 0,00 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 18 501 | −10,52 | 927 | −9,38 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 33 872 | −14,56 | 1 698 | −13,51 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 2 067 | −37,23 | 103 | −36,02 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 10 370 | −18,46 | 520 | −17,49 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 5 692 | −7,66 | 285 | −6,56 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 50 397 | −1,63 | 2 526 | −0,47 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 201 613 | −1,90 | 10 105 | −0,71 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 6 | −68,42 | 0 | |||||
2025-07-23 | 13F | Vontobel Holding Ltd. | 6 442 | −1,54 | 323 | −0,62 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 679 | −30,50 | 34 | −29,17 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Team Financial Group, LLC | 15 524 | −16,71 | 778 | −15,62 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 513 | −3,02 | 26 | −3,85 | ||||
2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Vestor Capital, Llc | 1 317 | −98,01 | 0 | −100,00 | ||||
2025-07-10 | 13F | Envision Financial LLC | 40 032 | −2,42 | 2 006 | −1,23 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 46 976 | −11,06 | 2 354 | −9,98 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 |